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Systematics |
3USDA-ARS-SHRS, National Germplasm Repository, 13601 Old Cutler Road, Miami, Florida 33158 USA; Fairchild Tropical Garden, 10901 Old Cutler Road, Miami, Florida 33158 USA; and 4Compton Herbarium, National Botanic Institute, Kirstenbosch, Rhodes Drive, Newlands, Cape Town, South Africa
Received for publication November 28, 2000. Accepted for publication July 31, 2001.
| ABSTRACT |
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Key Words: Amaryllidaceae cladistic analysis ITS molecular systematics monocotyledons phylogeny ribosomal DNA South Africa
| INTRODUCTION |
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Snijman and Linder's (1996)
phylogenetic analysis of the tribe based on morphological, floral and seed anatomical, and cytological data resulted in recognition of two monophyletic subtribes: Crininae (Boophone, Crinum, Ammocharis, and Cybistetes) and Amaryllidinae (Amaryllis, Nerine, Brunsvigia, Crossyne, Hessea, Strumaria, and Carpolyza). Meerow et al.'s (1999)
incomplete sampling of this tribe for three plastid sequences resolved Amaryllis as sister to the rest of the tribe. Most recently, Weichhardt-Kulessa et al. (2000)
presented an analysis of internal transcribed spacer (ITS) sequences for a part of the tribe (subtribe Strumariinae sensu D. & U. Müller-Doblies [1985, 1996]
). Recent taxonomic history of the tribe is summarized in Table 1.
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| MATERIALS AND METHODS |
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Morphological characters
Forty morphological characters were coded for the 32 species utilized in the molecular analyses (Tables 2 and 3). All characters were unordered in the analyses. Because species are the terminal units in the molecular analyses, rather than genera and subgenera, as in Snijman and Linder's (1996)
morphological analysis of the tribe, an additional seven characters were added to their morphological data set. Phyllotaxis was found to vary among species of particular genera (characters 6 and 7); as was the presence or absence of a cataphyll (character 4); a midrib on the leaf (character 8); perigone symmetry (character 13); perigone tube (character 14); the degree to which the stamens are adnate to the style (character 19); and the position of filament appendages (character 20). Another modification of the previously published matrix (Snijman and Linder, 1996
) was the use of Agapanthus instead of Haemantheae sensu Dahlgren, Clifford, and Yeo (1985)
(scored for states observed in Cyrtanthus) as the outgroup.
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Cycle sequencing reactions were performed directly on purified PCR products on the ABI 9700, using standard dideoxy cycle protocols for sequencing with dye terminators on either an ABI 377 or ABI 310 automated sequencer (according to the manufacturer's protocols; Applied Biosystems).
Sequence alignment
The ITS sequences were aligned using the program CLUSTALX (Higgins and Sharp, 1988
; Thompson et al., 1997
) with a gap opening penalty of 15 and a gap extension penalty of 0.666, with subsequent manual editing using the sequence editing program Sequencher (Gene Codes, Ann Arbor, Michigan, USA). The aligned matrix is archived in a table that can be accessed online at the following World Wide Web site: http://ajbsupp.botany.org/.
Analyses
Aligned matrices were analyzed using the parsimony algorithm of PAUP* for Macintosh (version 4.0b8; Swofford, 1998
), with the MULPARS option invoked. Tree branches were retained only if unambiguous support was available (i.e., branches were collapsed only if the minimum length = 0). Gaps were coded as missing characters. A successive weighting (SW) strategy (Farris, 1969
) was implemented. The SW strategy is a useful tool employed to reduce the global effect of highly homoplasious base positions on the resulting topologies (Wenzel, 1997
; Lledó et al., 1998
; Meerow et al., 1999
). Whole category weights (codon or transversion) exhibit broad and overlapping ranges of consistency (Olmstead, Reeves, and Yen, 1998
), whereas successive weighting independently assesses each base position of the multiple alignment based on their consistency in the initial analysis.
The initial tree search was conducted under the Fitch (equal) weights (Fitch, 1971
) criterion with 1000 random sequence additions (Maddison, 1991
) and tree bisection and reconnection (TRB) branch swapping. We permitted only ten trees to be held at each step to reduce the time spent searching trees at suboptimal levels. All trees collected in the 1000 replicates were swapped onto completion or an upper limit of 5000 trees. The characters were then reweighted by the rescaled consistency index (a base weight of 1000 was used to maintain integer values), and a further 500 replications of random sequence additions were conducted with the weighted matrix saving 20 trees per replication. These trees were then swapped on to completion or an upper limit of 5000 trees. The resulting trees were then used to reweight the matrix a second time by the rescaled consistency index, and another 500 replicates of random sequence addition were conducted, saving 20 trees per replication, with subsequent swapping on those trees. This cycle was repeated until two successive rounds found trees of the same length.
Internal support was determined by bootstrapping (Felsenstein, 1985
; 5000 replicates) and calculation of Bremer (1988)
decay indices (DI) using the program TreeRot (Sorenson, 1996
). The cut-off bootstrap percentage is 50. A bootstrap value >75% is considered good support, 6575% is designated moderate support, and <65% is weak. One hundred replicate heuristic searches were implemented for each constraint statement postulated by TreeRot, saving 10 trees per replicate. TreeRot was run with equal weights imposed on the data.
| RESULTS |
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Sequence data
Of the 759 base positions included in the matrix, 271 were parsimony informative. Eight equally parsimonious trees were found with the unweighted (Fitch) data matrix. The strict consensus tree is shown in Fig. 3. The trees were 949 steps long, with a consistency index (CI) = 0.65 and a retention index (RI) = 0.71. After two rounds of successive weighting (base weight = 1000), a single tree was found of length = 466 019 (Fitch length = 949), with CI = 0.83 (Fitch = 0.65) and RI = 0.84 (Fitch = 0.71). The topology of the single weighted tree (Fig. 4) was more resolved than the consensus of the Fitch trees (Fig. 3) and is one of the eight topologies resolved without weights imposed.
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Combined data
Combining independent character matrices, whether both molecular or molecular and morphological, very often increases the resolution of the ingroup and the bootstrap support of the internal nodes of the phylogenetic trees (Olmstead and Sweere, 1994
; Chase et al., 1995
; Yukawa et al., 1996
; Rudall et al., 1998
; Soltis et al., 1998
; Meerow et al., 1999
). Nonetheless, there is controversy about whether different data sets should be analyzed separately or together (de Queiroz, Donoghue, and Kim, 1995
; Huelsenbeck, Bull, and Cunningham, 1996
). Congruence of the independent matrices has generally been demonstrated before they are combined, but it has also been argued that incongruence should not be a predetermined factor against doing so (Seelanan, Schnabel, and Wendel, 1997
; Dubuisson, Hebant-Mauri, and Galtier, 1998
). Miyamoto and Fitch (1995)
argue that data sets should always be analyzed independently, as underlying assumptions, constraints, or weighting strategies will vary from data set to data set. Kluge (1989)
and Nixon and Carpenter (1996)
argue that simultaneous analysis of multiple data sets better maximizes parsimony and allows secondary signals to appear from the combined data. Bull et al. (1993)
, Rodrigo et al. (1993)
, and de Queiroz (1993)
advocated combining data only after a statistical test of congruence, what Huelsenbeck, Bull, and Cunningham (1996)
call "conditional combination." Before combining the morphological and ITS data sets, we performed a partition homogeneity test on the matrices (Farris, Kluge, and Bult, 1994
; Farris et al., 1995
). One thousand heuristic searches were conducted, each with ten random addition replications, saving ten trees from each for TBR branch-swapping. The P value = 0.002, indicating substantial incongruence between the morphological and ITS matrices. Much of the apparent incongruence can be attributed to the weak resolution of the morphologically based topologies, and we felt that it would still be informative to combine the two matrices in a single analysis. This seems especially useful given the degree of difficulty that has been encountered with cladistic analysis of purely morphological data in Amaryllidaceae (Meerow et al., 2000a
).
Of the 799 characters in the combined matrix, 307 were parsimony informative. With equal weights, five trees were found of length = 1063, CI = 0.62, and RI = 0.71. The strict consensus is shown in Fig. 5. After two rounds of SW, one tree (Fig. 6) was found of length = 504 155 (Fitch = 1063) with CI = 81 (Fitch = 62) and RI = 84 (Fitch = 71). The single SW tree is the same as one of the five found with equal weights imposed. The combined trees differ from the ITS trees only in the resolution of a monophyletic Strumaria (including Carpolyza) with high support (bootstrap = 91%, DI = 3) in the SW tree and moderate (83%, DI = 3) in the Fitch trees. Morphological apomorphies for the clade are loss of the perigone tube, loss of the staminal tube, stamens equally adnate at the base to the style, nectar wells between the inner filaments and the style, the style strumose in the lower half, and a base chromosome number of x = 10. Crossyne is resolved as sister to the rest of Strumariinae with 100% bootstrap support in both analyses and a DI of 16. The nine morphological apomorphies that support this clade in the combined analysis are pedicels at least twice the perigone length at anthesis, a conspicuous stamen tube, a dehiscent capsule, a nonrostellate fruit, a stomatose testa, an enlarged and chlorophyllous integument in the mature seed, and noncorky endosperm. Brunsvigia and Namaquanula form a sister clade to Hessea in the SW tree (Fig. 6), with Nerine sister to both. The sister relationship of Namaquanula to Brunsvigia receives moderate support in the SW tree (bootstrap = 70%), as does the relationship of Nerine to that clade (65%). The only morphological synapomorphy that joins Brunsvigia and Namaquanula is a brittle outer bulb tunic. Morphological synapomorphies linking these two genera to Hessea are 24 leaves, flowers brown at senescence, and infructescence abscising at ground level, all of which are homoplasious. Although the rest of the tree is identical to the resolution obtained from ITS alone, bootstrap and DI values are higher for certain clades (e.g., resolution of Boophone as sister to both subtribes Crininae s.s. and Strumariinae s.l.).
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| DISCUSSION |
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Snijman and Linder's (1996)
cladistic analysis of the tribe suggested that two monophyletic groups could be recognized in the tribe. Subtribe Crininae was defined by indehiscent, rostellate capsules, the corky testa, and the partially chlorophyllous endosperm of their seeds. Subtribe Amaryllidinae was characterized by a staminal tube (although rudimentary in Amaryllis and lost in Strumaria and Carpolyza) and stomatose seeds with an enlarged, green integument (except Amaryllis). Snijman and Linder (1996)
also recognized the polyphyly of Boophone (sensu Arnold and De Wet, 1993
), though the formal reestablishment of the segregate genus Crossyne was accomplished by Müller-Doblies and Müller-Doblies (1994)
. Müller-Doblies and Müller-Doblies (1996)
recognized four subtribes with little discussion and no phylogenetic analysis: Crininae (Crinum, Ammocharis, Cybistetes), Boophoninae (Boophone, Brunsvigia, Crossyne), Amaryllidinae (Amaryllis, Nerine, Namaquanula), and Strumariinae, the latter containing several segregate genera from Hessea and Strumaria. Meerow et al.'s (1999)
analysis of plastid DNA sequences resolved Amaryllis as sister to the rest of the tribe, with a monophyletic "Amaryllidinae" (Brunsvigia, Hessea, Strumaria, Nerine) nested within an Amaryllis-Boophone-Crinum grade. The plastid matK sequence analysis of Ito et al. (1999)
, who studied only five taxa (Amaryllis, Nerine, Brunsvigia, Strumaria, Crinum), also supports the basal position of Amaryllis.
The results from the nuclear ITS sequences are more congruent with the plastid DNA phylogeny (Meerow et al., 1999
) than the morphologically based analyses presented here and by Snijman and Linder (1996)
. Both Boophone and Amaryllis form a grade at the base of the tree (Figs. 34). Our sequence-based (Figs. 34) and combined trees (Figs. 56) suggest that placing Amaryllis together with Nerine, Crossyne, Brunsvigia, Namaquanula, and Strumaria and placing Boophone within Crininae renders both subtribes polyphyletic. However, with the exception of Amaryllis and Boophone, Snijman and Linder's (1996)
subtribes are strongly supported monophyletic groups. Within Crininae, Crinum is monophyletic. The relationships within Strumariinae, as recognized here, are more complex, and the basal resolution of the subtribe is poorly supported in many places. Snijman and Linder (1996)
were able to resolve both a monophyletic Hessea and Strumaria, as did Snijman (1994)
, and justified submerging Müller-Doblies and Müller-Doblies' (1985)
segregate genera (Namaquanula and Dewinterella into Hessea; Bokkeveldia, Gemmaria, and Tedingea into Strumaria), as well as Snijman's (1991)
own Kamiesbergia into Hessea. Our results (Figs. 34) suggest that both Hessea (Namaquanula included) and Strumaria sensu Snijman (1994)
may be polyphyletic. But after the ITS sequence data were combined with the morphological data (Figs. 56) only Namaquanula (N. bruce-bayeri and an undescribed species) appears justified as a segregate. Snijman (1994)
also included H. pulcherrima in Hessea subg. Namaquanula, a resolution that appears in the SW morphological tree (Fig. 2) but in our gene tree, as in that of Weichhardt-Kulessa et al. (2000)
, this species does not resolve with the other Namaquanula species. Moreover, the only recognized member of subg. Kamiesbergia, H. stenosiphon, resolves as sister to a member of subg. Hessea with strong support. Weichhardt-Kulessa et al. (2000)
resolved Namaquanula as sister to Hessea, but no species of Brunsvigia was included in their analysis.
In the case of Strumaria, two independent origins are inferred from our ITS sequence trees (Figs. 34), though their basal relationships are not well supported. One group is sister to the rest of the Strumariinae and is entirely composed of species from Snijman's (1994)
subgenus Gemmaria. The second clade of Strumaria species, within which the monotypic Carpolyza is nested, combines species from subg. Tedingea and subg. Strumaria sensu Snijman (1994)
. The resolution of Crossyne as sister to Strumaria subg. Strumaria has weak support only in the weighted analysis of the molecular data (Fig. 4). In contrast to the molecular analyses, the combined data analyses, however, support the monophyly of Strumaria with inclusion of Carpolyza (Figs. 56) as a genus with two well-supported, divergent lineages.
None of the subgenera or sections that Snijman (1994)
recognized in Strumaria, and which Müller-Doblies and Müller-Doblies (1985, 1994)
recognized as genera, were characterized by more than two nonhomoplasious synapomorphies. Some of the subgeneric taxa in Hessea were slightly better supported. Many of the characters used are floral characters that are demonstrably homoplastic within the family (Meerow and Snijman, 1998
; Meerow et al., 1999
). If our sequence-based phylogeny is accurate, it suggests that morphological homoplasy is more rampant within the Strumariinae than might have been suspected.
Subtribes Crininae and Boophoninae (as emended below) are fairly widespread throughout sub-Saharan Africa (Snijman and Linder, 1996
), with a decided bias towards summer rainfall areas. Only the monotypic Cybistetes is confined to the western Cape and southern Namibia. On the other hand, subtribes Amaryllidinae and Strumariinae (as recircumscribed here) are restricted entirely to southern Africa. Among the zygomorphic flowered genera of these two subtribes (Amaryllis, Brunsvigia, Crossyne, and Nerine), Nerine is predominantly a summer rainfall genus with a few outlying species in the winter rainfall region of the western Cape. Brunsvigia is equally distributed in the winter and summer rainfall areas of the west and east, respectively, while Amaryllis and Crossyne are restricted to southern Africa's winter rainfall region. The actinomorphic genera of subtribe Strumariinae (Hessea, Namaquanula, and Strumaria [including Carpolyza]) are endemic to southwestern Africa, from southern Namibia to the southern Cape with two species in the semiarid summer rainfall region. Prior to the Pliocene, Africa's southwestern region enjoyed a moist environment (Coetzee, 1978, 1983, 1986
; Hendey, 1983
; Scholtz, 1985
), with the earliest evidence of modern semiarid, winter rainfall pattern dating to the Late Pliocene, but not fully established until the Early Pleistocene (Hendey, 1983
; Tankard and Rogers, 1978
). Moreover, the winter rainfall region of southern Africa experienced a more recent pattern of expansion and contraction with concurrent wetter and drier conditions during glacial and interglacial periods of the Quaternary (Tankard, 1976
; van Zinderen Bakker, 1976
; Tyson, 1986
; Cockcroft, Wilkinson, and Tyson, 1987). These recent climatic changes have undoubtedly played an important role in the evolution of the Amaryllideae, especially the Strumariinae, and chiefly the actinomorphic genera (Snijman, 1992
), but the detailed history of these late Pleistocene and Quaternary events is still to emerge for the Cape region (Cowling et al., 1999
). Snijman (1992)
generated area cladograms for Namaquanula, Hessea, and Strumaria, all of which were incongruent. These suggested that the southwestern Cape might have comprised a series of transient biotas, each generating a different speciation pattern and phytogeographic history. She hypothesised that lineage divergence in Hessea was caused predominantly by vicariance, whereas allopatric speciation by peripheral isolation was most frequent in Strumaria (Snijman, 1992
).
In conclusion, ITS sequences resolve a phylogeny of Amaryllideae that is only partially congruent with the present and previous morphologically based topologies (Snijman and Linder, 1996
). Amaryllis, which Snijman and Linder (1996)
treated within Strumariinae (as Amaryllidinae), resolves as sister to the remainder of the tribe in all analyses. In contrast to the morphological topologies (Figs. 12), Boophone is not allied within subtribe Crininae but forms the second most basal branch of the phylogeny after Amaryllis. Two major lineages are subsequently resolved in all the analyses. The most diverse taxonomically is the southern African lineage that encompasses Crossyne, Strumaria, Nerine, Hessea, Namaquanula, and Brunsvigia. The other is the predominantly sub-Saharan African group that includes Crinum, Cybistetes, and Ammocharis. Furthermore, apart from their Crininae, Müller-Doblies' and Müller-Doblies' (1996)
subtribes Amaryllidinae, Strumariinae, and Boophoninae are not supported by the ITS sequence data and combined data. Their Amaryllidinae and Boophoninae are polyphyletic and their Strumariinae is paraphyletic. Both Snijman's (1994)
Strumaria and Hessea appear polyphyletic. The manner by which Snijman's (1994)
concepts of these genera are polyphyletic is consistent with only two of the previously recognized segregate genera, Namaquanula and Gemmaria (Müller-Doblies and Müller-Doblies, 1985
). In the combined analyses, Gemmaria nevertheless resolves within a strongly supported Strumaria s.l., which is diagnosed by several morphological synapomorphies (filaments adnate to the style; style base swollen; basic chromosome number = 10). Carpolyza, however, appears to be embedded in Strumaria s.l. Given the weak support at some of the internal nodes within the Strumariinae clade (Figs. 4 and 6), no taxonomic changes are proposed at this time, except the submergence of Carpolyza into Strumaria and the reinstatement of Namaquanula sensu Müller-Doblies and Müller-Doblies (1985)
. Because valid names for the major monophyletic groups generated in the molecular and combined analyses have already been used at subtribal level in earlier classifications (Müller-Doblies and Müller-Doblies, 1996
), we propose the recircumscription of four subtribes for the Amaryllideae. These are the monotypic Amaryllidinae and Boophoninae, Crininae (which incorporates Crinum, Ammocharis, and Cybistetes), and Strumariinae (which includes Crossyne, Strumaria, Nerine, Hessea, Namaquanula, and Brunsvigia). We justify this proposal on the grounds that the monophyly of each of these subtribal clades is well-supported in our combined analyses and that the revised classification conveys the current understanding of the interrelationships of groups of genera within the Amaryllideae more succinctly than by choosing to leave them unrecognized. Clearly, the phylogenetic relationships within the subtribe Strumariinae are complex, and further sampling, as well as a complementary plastid sequence matrix, are desirable to more clearly resolve the generic relationships within the group.
| TAXONOMIC CHANGES |
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Subtribe Amaryllidinae Pax in Engler & Prantl, Nat. Pflanzenfam. 2, 5: 105. 1887 emend.
Leaf with a prominent midrib; flowers zygomorphic, without a perigone tube; stamens declinate, proximally connate into a rudimentary filament tube; scape not detaching from bulb during seed dispersal; fruit dehiscent; seeds large, pink or colorless, only the embryo green. Endemic to the winter rainfall region of southern Africa. Amaryllis L. (2 species).
Subtribe Boophoninae D. & U. Müll.-Doblies, Feddes Repertorium 107: S. c. 3. 1996 emend.
Leaves spreading into an erect fan. Inflorescence of numerous helicoid cymes; pedicels elongating and radiating after anthesis; flowers actinomorphic, with a perigone tube; stamens free; fruit indehiscent, trigonal, 3-ribbed; fruiting head detaching from top of scape; seeds endosperm-rich, partially chlorophyllous, cork-covered. Widespread in sub-Saharan Africa. Boophone Herb. (2 species).
Subtribe Crininae Pax in Engler & Prantl, Nat. Pflanzenfam. 2, 5: 108. 1887; Müller-Doblies & Müller-Doblies, Feddes Repertorium 107: S. c. 3. 1996.
Leaves often with an intercalary meristem, usually fringed with cartilaginous teeth, apex often truncate. Flowers actinomorphic to zygomorphic, with a perigone tube; stamens free; fruit indehiscent, irregular, often rostellate; scape not abscising during seed dispersal except in Cybistetes where it detaches at ground level; seeds lacking an integument, endosperm-rich, partially chlorophyllous, cork-covered. Widespread in the tropics and sub-Saharan Africa. Crinum L. (
65 species), Ammocharis Herb. (5 species), Cybistetes Milne-Redh. & Schweick. (1 species).
Subtribe Strumariinae Traub ex Müller-Doblies & Müller-Doblies, Bot. Jahrb. 107: 18. 1985 emend.
Leaves often prostrate. Flowers zygomorphic or actinomorphic, with or without a perigone tube; stamens connate into a tube proximally (except in Strumaria where one whorl of stamens is fused to the style); fruit dehiscent; seeds with a well-developed chlorophyllous integument and stomatose testa. Southern Africa. Crossyne Salisb. (2 species), Strumaria Jacq. (24 species), Nerine Herb. (
23 species), Hessea Herb. (13 species), Namaquanula D. & U. Müll.-Doblies (2 species), and Brunsvigia Heist. (
23 species).
Strumaria Jacq., Collecteana 5: 49 (1797). Type: Strumaria truncata Jacq. Carpolyza Salisb., The paradisus londinensis 1: t. 63 (1807). Type: Carpolyza spiralis (L' Hérit.) Salisb.
Strumaria spiralis (L' Hérit.) Aiton, Hortus Kewensis 2: 213 (1811). Type: figure in L' Hérit., Sertum anglicum 3 t. 13 (1792). Amaryllis spiralis L' Hérit., Sertum anglicum 1: 10 (1789); Crinum spirale (L' Hérit.) Andr., The botanists repository 2: t. 92 (1800); Carpolyza spiralis (L' Hérit.) Salisb., The paradisus londinensis 1: t. 63 (1807); Hessea spiralis (L' Hérit.) Bergius ex Schlechtend., Linnaea 1: 252 (1826).
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| FOOTNOTES |
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2 Author for reprint requests (miaam{at}ars-grin.gov
). ![]()
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