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a Department of Plant Sciences, University of Oxford, South Parks Road, Oxford, OX1 3RB, UK; b Department of Environmental, Populational and Organismic Biology,University of Colorado, Boulder, Colorado 80309
| ABSTRACT |
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Key Words: chloroplast DNA Clerodendrum Cyclonema internal transcribed spacer Lamiaceae
| INTRODUCTION |
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Two studies of cpDNA restriction sites (Steane et al., 1997) and sequences (Wagstaff et al., 1998) showed Clerodendrum s.l. to be polyphyletic. These results indicated that subgenus Cyclonema (Hochst.) Thomas and section Konocalyx Verdc. (subgenus Clerodendrum pro parte) formed a monophyletic group, emerging as a lineage distinct from the rest of Clerodendrum. Sequence data from ndhF indicated that Tetraclea is nested within Clerodendrum s.s. (sensu stricto) (i.e., subgenus Clerodendrum excluding section Konocalyx), therefore indicating that Clerodendrum s.s. is paraphyletic (Steane et al., 1997).
There is still uncertainty, however, surrounding the putative polyphyly ofClerodendrum s.l. The morphological studies of Cantino (1992) and Rimpler, Winterhalter, and Falk (1992; this study also included phytochemical data) both found Clerodendrum to be non-monophyletic, but there is substantial discord between the findings of the two studies with respect to relationships within Clerodendrum s.l. and between Clerodendrum s.l. and other labiate genera. Furthermore, the strict consensus of Cantino's (1992) study was too poorly resolved to determine whether Clerodendrum is paraphyletic or polyphyletic. Sampling of Clerodendrum s.l. in the sequencing study of Wagstaff et al. (1998) was restricted to two species, and more comprehensive sampling is required to confirm the polyphyly of Clerodendrum s.l. Finally, one criticism of the cpDNA-based phylogenies centers on the uniparental mode of chloroplast inheritance (Harris and Ingram, 1991; Mogensen, 1996). Phylogenetic reconstructions based on cytoplasmically inherited genomes may be susceptible to significant error from hybridization and introgression or lineage sorting (Rieseberg and Soltis, 1991; Doyle, 1992). Comparisons of trees derived from nuclear DNA with those derived from cpDNA may assist in the identification of such problems, as well as providing corroborative evidence of relationships hypothesized by cpDNA data.
Steane et al. (1997) identified four distinct groups within Clerodendrum s.l., three of which together form a clade. The fourth forms a monophyletic group distinct from the other three and probably deserves delimitation as a separate genus. These findings require corroboration before evolutionary or biogeographic interpretations can be made.
The internal transcribed spacers (ITS) of the nuclear ribosomal DNA repeat (nrDNA) are two regions of noncoding and relatively rapidly evolving DNA sequence that flank the very slowly evolving 5.8S ribosomal RNA gene. The region comprising the ITS and 5.8S gene has been used extensively for phylogenetic inference among relatively closely related species (e.g., Gonzalez et al., 1990; Lee and Taylor, 1992; Baldwin, 1992, 1993; Baldwin et al., 1995; Suh et al., 1993; Wojciechowski et al., 1993; Yuan, Küpfer, and Doyle, 1996).
The nrDNA sequence data presented in this paper are compared to and combined with restriction site data from the chloroplast genome presented in a previous study (Steane et al., 1997). There are two basic approaches to combining independent data sets, or "process partitions" (i.e., subsets of characters with different evolutionary and biological properties; Bull et al., 1993; Miyamoto and Fitch, 1995), for the same group of organisms. Firstly, sets of trees from separate analyses of different data sets may be combined and a consensus tree computed. Such consensus methods provide an indication of the congruence among trees produced from the different data sets and may be useful for comparing competing hypotheses of relationship, e.g., those arising from organelle-based analyses and those based on other data sets (Miyamoto, 1985; Hillis, 1987; Miyamoto and Fitch, 1995). Miyamoto and Fitch (1995) argue that the evolutionary and biological properties of different data sets make it likely that agreement among their resulting topologies is the result of the true species phylogeny rather than of similar, but nonphylogenetic, factors responsible for the separate histories of character sets, or of systematic errors and model failures in phylogeny reconstruction methods. Hence, they emphasise corroboration between independent data sets as a means to formulate phylogenetic hypotheses.
Alternatively, independent data sets may be combined and analyzed simultaneously. This provides an assessment of the overall congruence of characters from all sources of data and may enhance detection of the true phylogeny. By increasing the number of characters in an analysis, phylogenetic signal may assert itself over the noise (coincidental similarity due to homoplasy) from each individual data set, resulting in a more accurate estimate of true phylogeny (Barrett, Donoghue, and Sober, 1991; Mishler, 1994; Olmstead and Sweere, 1994). Combined analysis may resolve conflict among trees from separate analyses (e.g., Kim and Jansen, 1994), may resolve phylogeny at different levels (e.g., Pennington, 1996), and may reveal groups not present in any of the separate trees. However, if there is heterogeneity among data sets with respect to some property that affects phylogeny estimation (e.g., differences in substitution rate; Bull et al., 1993), then combining the data can give misleading results (de Queiroz, Donoghue, and Kim, 1995). Where different data sets yield strongly supported but conflicting cladograms it may be judicious to keep the data sets separate. The Incongruence Length Difference (ILD) test of Farris et al. (1994) assesses the heterogeneity of data sets and gives an indication of whether there is good reason for keeping them separate.
The goals of this study were to: (1) use nuclear DNA to corroborate results derived from chloroplast DNA (Steane et al., 1997); (2) use consensus methods to identify areas of agreement between the cpDNA and the nrDNA of Clerodendrum; and (3) use congruence methods by combining data from both sources to provide the most accurate reflection of Clerodendrum phylogeny based on all available molecular evidence.
| MATERIALS AND METHODS |
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The DNA samples used in the sequence analysis were the same as those used in the cpDNA analysis of Steane et al. (1997). The 5.8S nrDNA and flanking ITS regions were amplified using the polymerase chain reaction (PCR) with primers ITS 5 and ITS 4 (White et al., 1990). The amplification conditions were those described by Baldwin (1992): 97°C for 1 min, 48°C for 1 min, and 72°C for 45 s increasing by 4 s/cycle over 40 cycles. Single-stranded DNA was produced by including 10 µL of double-stranded DNA in a second 100-µL reaction mixture containing only one of the two primers (Kaltenboeck et al., 1992). Twenty-five cycles of PCR were required for the single-stranded amplifications.
Single-stranded PCR products were sequenced with TAQuence (Amersham, Arlington Heights, Illinois), using P dATP, in accordance with the recommendations of the manufacturer. The sequencing reactions were primed using the ITS 5 and ITS 4 primers externally, and ITS 3 and ITS 2 internally. Both strands of DNA were sequenced. To overcome band compressions in the gels, reactions containing 7-deaza-dGTP were run in addition to reactions containing dGTP.
Sequences were aligned using the DNA sequence alignment program Clustal V (Higgins, Bleasby, and Fuchs, 1991), followed by visual inspection (GenBank database accession numbers GBANU77739GBANU77768). Taxa included in the study have highly divergent ITS sequences, with numerous substitutions, insertions, and/or deletions. Two sets of similar sequences emerged, one of which comprised taxa from subgenus Cyclonema and section Konocalyx (subgenus Clerodendrum pro parte). The other group comprised the remaining Clerodendrum taxa. The sequences within each set were of similar length and could be aligned easily. One particular sequence tract (~120 bp long) was aligned easily within each group of taxa but not between the groups. In the alignment used in the phylogenetic analyses, a corresponding series of gaps was inserted in each alternate group of taxa in this region. This allowed the use of all reliable data to resolve relationships within each of the groups, as well as using the other data that were alignable between the groups for higher level resolution. Sequence within this region was omitted from the outgroup taxa, because alignment with either one of the two groups of Clerodendrum was ambiguous.
Pairwise percentage sequence divergence values were calculated by dividing the patristic distance between the taxa (based on the alignment between all taxa) by the total number of base pairs (bp) sampled in each data set (i.e., 913 bp in the nrDNA sequence data set and 4890 bp in the cpDNA restriction site data set) and multiplying by 100.
Chloroplast DNA restriction site data for the 33 accessions used in the present study were obtained from an earlier study (Steane et al., 1997). These data were analyzed independently of and in conjunction with the nrDNA sequence data obtained in the present study. Data sets from this smaller cpDNA analysis and the nrDNA sequence analysis were combined, resulting in a data matrix comprising 38 taxa and 1452 characters (Table 1).
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The data matrices are available from treeBASE [study accession number 227; matrix accession number M248 (ITS); and matrix accession number M249 (cpDNA)] and the first author.
| RESULTS |
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Sequence divergence values for the cpDNA were lower than those observed in the nrDNA. Approximately 4890 bp were sampled indirectly in each accession, using ten 6-bp recognition site enzymes and 43 cpDNA probes. Estimated cpDNA sequence divergence ranged from 0 to 1.8% within subgenus Clerodendrum (excluding section Konocalyx) and from 0 to 0.96% within Cyclonema plus section Konocalyx. Between these two taxonomic groupings the range was 4.3 to 5.2%.
G + C contents are shown in Table 3. The higher G + C content observed in members of Clade IV and the outgroup taxa relative to taxa in Clades IIII may account for the difficulty experienced in sequencing some outgroup species and members of subgenus Cyclonema, because high G + C levels can cause stronger template secondary structures, which can confound sequencing reactions.
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Clades II and IV arise in 100% of the bootstrap replicates; Clade III is supported by a bootstrap proportion of 99% and Clade I is supported by a bootstrap proportion of 68%. Clerodendrum s.s. has 98% bootstrap support. Faradaya and Oxera appear as the sister group to Clerodendrum s.s. (Clades IIII) in a clade with 100% bootstrap support.
The set of 12 equally most parsimonious trees derived from the cpDNA data was combined with the set of 20 trees derived from the nrDNA sequence data to produce a set of 32 trees; there were no trees common to the two original sets. In the semistrict consensus tree (Fig. 3A), the four major clades of Clerodendrum (Steane et al., 1997) are preserved, with Faradaya and Oxera forming the sister group to Clades IIII. Topological incongruence within Clades IIV between the cpDNA analysis and the nrDNA analysis are manifest in the semistrict consensus of both sets of trees by reduced resolution within Clades IIV (Fig. 3A) and a trichotomy between (1) subgenus Cyclonema and section Konocalyx (Clade IV), (2) subgenus Clerodendrum (excluding section Konocalyx) plus Faradaya and Oxera, and (3) Caryopteris and Trichostema.
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| DISCUSSION |
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All clades that are resolved in the consensus of the separate analyses are preserved in the analysis of the combined data, except for one infraspecific clade in C. myricoides, which is unresolved (Fig. 3). Amalgamation of the two data sets resulted in increased resolution of the unresolved regions of the semistrict consensus of the separate data sets. In regions where the two data sets agree, the combined data yield fully resolved clades and increased bootstrap support (most importantly, the resolution of Clades IIV and the polyphyly of Clerodendrum s.l.; Fig. 3). There are regions in which the independent data sets do not agree, but the signal in the combined data set either yields results congruent with those from one or the other data set (e.g., within Clades I, III, and IV, and the position of Caryopteris and Trichostema relative to the ingroup; Fig. 3), or yields results that were found by neither of the data sets (Clade II; Fig. 3). In some regions where the two data sets conflict, the resulting cladogram is unresolved. For example, the placement of C. makanjanum is the only case in which well-supported results in each separate analysis are incongruent (82% bootstrap support for placement with section Cyclonema in cpDNA and 92% bootstrap support for placement with section Konocalyx in nrDNA; Fig. 2).
If the assumption of character independence is violated in either of the data sets, results of the analysis of the combined data may not be a good indicator of phylogeny. The ILD test (Farris et al., 1994) did not indicate significant character incongruence, within any of the individual clades or within Clerodendrum s.s. (Table 4). However, for the entire data set and when the data are restricted to Clerodendrum s.l. (no outgroups), significant incongruence is encountered. It may be significant that Clade IV and the outgroups, particularly Karomia, Caryopteris, and Trichostema, have higher G + C content in their ITS sequences than Clades IIII (Table 4). This difference in G + C content also may be responsible for the only major difference between the ITS and cpDNA trees (Fig. 2). The cpDNA data provide strong support (bootstrap = 100%) for the sister-group relationship of Caryopteris/Trichostema with Clerodendrum s.s. plus Faradaya/Oxera, whereas the ITS sequences weakly support (bootstrap = 68%) a basal position for Caryopteris/Trichostema. In the ITS tree (Fig. 2A), the Caryopteris/Trichostema clade, which has the highest G + C content, is closest to the outgroup, Karomia, which has the next highest G + C content. In other, more extreme cases, differences in base composition have resulted in biased phylogenetic interpretations (Hasegawa and Hashimoto, 1993). In studies based on cpDNA restriction sites and sequences (Steane et al., 1997; Wagstaff et al., 1998), the association of Caryopteris/Trichostema with Clerodendrum s.s. always has been found.
The polyphyly of Clerodendrum s.l. is demonstrated by analysis of cpDNA restriction site data and nrDNA data, both separately and together. All analyses agree that Clerodendrum s.l. is divided into four distinct clades (IIV). The species composition of each clade is constant between analyses. Together, Clades IIII form a paraphyletic group (ndhF data show that Tetraclea is nested within Clerodendrum s.s.; Steane et al., 1997), comprising subgenera Volkameria and Clerodendrum except section Konocalyx. Section Konocalyx groups with subgenus Cyclonema in Clade IV, disjunct phylogenetically from Clades IIII. These results have important implications for the classification of Clerodendrum s.l. Two distinct monophyletic groups (Clades IIII plus Tetraclea and Clade IV) deserve recognition. Subgenus Cyclonema and section Konocalyx (subgenus Clerodendrum pro parte; Clade IV) should be removed from Clerodendrum s.l. and Tetraclea included (see Steane et al., 1997) for a monophyletic delimitation of Clerodendrum s.s. (Clades IIII). Cantino, Harley, and Wagstaff (1992) reinstated Cyclonema as a genus and, although they did not circumscribe the genus, Cantino (P. D. Cantino, Ohio University, personal communication) considers that section Konocalyx should be included in it. The results presented in this paper support the reinstatement of Cyclonema plus sect. Konocalyx as a genus (properly named Rotheca Raf., Rafinesque, 1837; Steane and Mabberley, 1998).
The results from the molecular data also have implications for subdivision of Clerodendrum s.s. The genus is split into three clades of which two (Clades I and II) are definable on the basis of geography. The separation of Clade I (in which all species are Asian) and Clade II (in which all species are African) in all analyses suggests that most African and Asian taxa form genetically isolated groups. The exceptions to this rule lie in Clade III where all molecular evidence suggests that several species that inhabit coastal areas in central America (C. aculeatum), Asia (C. inerme), and Africa (C. acerbianum, C. eriophyllum, C. glabrum, and C. aff. humbertii) form a monophyletic group. The position of Clade III as sister group to Clades I and II suggests that the African and Asian species of Clerodendrum in the latter two clades are more closely related to each other than they are to those taxa in Clade III. The position of Tetraclea (from southern North America) relative to Clades IIII of Clerodendrum has not been established (Steane et al., 1997). The separation of Clades I, II, and III never has been acknowledged in schemes for subdividing Clerodendrum. Moldenke (1985) separated Asian taxa from African taxa, thus splitting Clade III, but this was probably more for convenience than through a sense of shared ancestry in each region.
Thomas (1936) and Schauer (1847) proposed systems for classifying all species of Clerodendrum s.l. Insufficient taxa were included in this study to determine fully the efficacy of Schauer's system of division within Clade I (Asian taxa), but the results of the large cpDNA analysis (Steane et al., 1997) suggest that Schauer's inflorescence-based system is problematic. Furthermore, to apply Thomas' scheme globally would result in the recognition of polyphyletic groups. For example, Thomas placed C. speciosissimum ("C. fallax"; sect. Squamata sensu Schauer) in subsection "Obtusata" (= subsection Fallax section Oxycalyx; Verdcourt, 1992). We disagree with this classification for two reasons: (1) all analyses of molecular data separate the African and Asian Clerodendrum s.s. taxa (except for those coastal species in Clade III), and it is therefore unlikely that C. speciosissimum (Clade I) is closely related to other members of the predominantly African section Oxycalyx (Clade II); (2) analysis of the larger cpDNA data set (Steane et al., 1997) suggests that section Squamata is a monophyletic group, and this is supported by morphological and chemical characters (Stenzel et al., 1988).
Cladistic analysis of molecular data from both the chloroplast and nuclear genomes of Clerodendrum s.l. has demonstrated that the classification systems devised for the genus in the past (Schauer, 1847; Thomas, 1936; Moldenke 1985) inadequately reflect the natural groupings within the genus. A thorough revision of the genus is necessary. Cyclonema has been reinstated as a genus and delimited to include section Konocalyx (Rotheca Raf.; Steane and Mabberley, 1998). The infrageneric taxa of Clerodendrum s.s. (Clades IIII) may be characterized by unique combinations of morphological (as well as geographical) characters, providing the foundation on which to construct a robust, functional classification that also reflects the phylogenetic history of the plants.
| FOOTNOTES |
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4 Author for correspondence, current address: Cooperative Research Centre for Sustainable Production Forestry, School of Plant Science, University of Tasmania, G.P.O. Box 252-55, Hobart, Tasmania 7001, Australia. ![]()
5 Current address: Royal Botanic Gardens Sydney, Mrs. Macquarie's Road, Sydney, 2000, Australia. ![]()
6 Current address: Department of Botany, Box 355325, University of Washington, Seattle, WA 98195-5325. ![]()
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