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0 Department of Biology, Gyeongsang National University, Chinju 660-701, The Republic of Korea
Received for publication July 13, 1999. Accepted for publication January 18, 2000.
| ABSTRACT |
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Key Words: allozyme divergence daylily genetic diversity genetic structure Hemerocallis Liliaceae spatial autocorrelation
| INTRODUCTION |
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Estimates of levels and apportionment of genetic diversity in plant species could be used as a yardstick for sound management of rare or endemic species (Hamrick et al., 1991
). Recent reviews of plant allozyme literature have shown that rare, endemic, or narrowly distributed plants tend to contain less allozyme variation than species with a widespread distribution (Hamrick and Godt, 1989
; Hamrick, Godt, and Sherman-Broyles, 1992
). However, several studies reported that geographic range is not always a good predictor of the genetic structure of species (Soltis and Soltis, 1991
; Chung, 1994a
; Qiu and Parks, 1994
; Lewis and Crawford, 1995
; Kang and Chung, 1997
a; Kang et al., 1998
).
In addition, allozymes have proven useful in solving systematic problems at or below the species level and in elucidating the evolutionary history of a variety of plant groups (Gottlieb, 1981
; Crawford, 1983, 1989
). For example, agreements between the phenetic relationships based on the morphometric analyses among congeners and those based on allozyme data can be identified (e.g., Chung et al., 1991
; Whitkus, 1992
; Mayer, Soltis, and Soltis, 1994
; McClintock and Waterway, 1994
; Ford et al., 1998
; Lee et al., 2000
).
The genus Hemerocallis L. (Liliaceae) is a good system for addressing these issues (i.e., general evolutionary and population genetic processes) with a multipopulation and multispecies data set. Hemerocallis includes
30 species of herbaceous perennials from Japan, Korea, and China (Matsuoka and Hotta, 1966
). Many species and
25 000 cultivars of the genus are widely grown in gardens in Asia, Europe, and North America for their attractive flowers (Stout, 1934
; Cohen, 1986
). In spite of their economic importance, numerous nomenclatural and taxonomic problems exist within the genus (Matsuoka and Hotta, 1966
). The taxonomic difficulties have been attributed to the fact that many species (e.g., H. aurantiaca Baker, H. dumortieri Morren, H. flava L., H. fulva L., H. sulphurea Nakai, and H. thunbergii Baker, etc.) were described from cultivated plants of unknown origin (Matsuoka and Hotta, 1966
) and the extreme differences in appearance between living plants and dried herbarium specimens (Matsuoka and Hotta, 1986
). In addition, many species of Hemerocallis are so variable ecologically and morphologically that a proper species concept requires morphological, ecological, and biosystematic studies. Based on field surveys and morphological analysis, Hotta and his associates (Matsuoka and Hotta, 1966
; Hotta, Ito, and Okata, 1984, 1985
; Hotta, 1986
) and Noguchi (1986)
have published several papers on Hemerocallis taxonomy mainly from Japan during the past 30 yr. However, there has been little improvement in taxonomic status and understanding of the evolutionary history of several species of the genus such as H. aurantiaca, H. littorea Makino, the H. middendorffii Tr. et Mey. complex, and native species in the Korean Peninsula.
In an attempt to improve our knowledge of the genus, we have collected samples from 75 locations in Korea during the past 10 yr to determine the geographical distribution patterns for the Korean species and to characterize morphological variation within and among species (Chung and Kang, 1994a, b
; Kang and Chung, 1994, 1997b
). Based on our previous studies, we recognize five Hemerocallis species native to Korea: H. hakuunensis Nakai (= H. micrantha Nakai), H. thunbergii (= H. coreana Nakai), H. middendorffii, H. hongdoensis M. Chung & S. Kang, and H. taeanensis S. Kang & M. Chung. The geographic distributions and ecological traits of each species are described in detail here and are also available in Chung and Kang (1994a, b)
and Kang and Chung (1997b)
.
Flowers of members in sections Fulvae Nakai and Capitatae Nakai in the genus Hemerocallis are orange-yellow and usually visited by bees and butterflies. On the other hand, fragrant lemon-yellow flowers in section Hemerocallis are pollinated by moths (Hotta, Ito, and Okata, 1984
; Kang and Chung, personal observations). Members in the genus have no specialized mechanisms for seed dispersal, and many seedlings are found near maternal plants in natural populations (Kang and Chung, personal observations). Considering this, a small spatial scale of genetic substructuring is expected in local populations of a species.
It might be of interest to compare restricted or island endemic plants to more widespread Hemerocallis species. When we consider general trends in the plant allozyme literature, we might predict that populations of H. hakuunensis, growing on diverse habitats in southern, central, and northeastern Korea, H. taeanensis, found only on the southwestern Korean coast, and H. hongdoensis, found on Cheju, Hong, Taehuksan, Sohuksan Islands in Korea and Tsushima Island in Japan, may maintain a lower allozyme diversity than those of H. thunbergii, growing on the grasslands of southwestern and central, Korea and from central China to the central part of Japan, and H. middendorffii, which is distributed over a diverse range of ecological conditions in northeastern China, central and northern Japan, and the northeastern Korean Peninsula.
Finally, if a species group has diverged only recently and there simply has not been sufficient time to differentiate through drift, a high Nei's genetic identity among species pairs is also expected (Crawford, 1989
). Preliminary allozyme studies in Japanese populations of H. thunbergii, H. middendorffii, and H. exalata Stout revealed a high degree of within-population variation and a close relationship among the three species (Kang et al., 1998
). This study is an extension of this work, which examines the allozyme variation of the five Hemerocallis species in Korea, addressing an important question, namely, how does population genetics influence taxonomic relationships among species? Thus, the purposes of this study were to: (1) assess genetic diversity and structure in species in terms of population size, population substructuring, and the ecological and life-history characteristics; (2) gain an understanding of evolutionary processes operating in the five morphological species; and (3) evaluate the taxonomic treatments proposed by Kang and Chung (1997b)
.
| MATERIALS AND METHODS |
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Data analysis
For spatial autocorrelation analysis, the genotypic data were coded so that allele frequency values of 1.0, 0.5, or 0.0 were assigned to each individual being homozygous for a given allele, heterozygous for that allele, or genotypes with no copies of that allele, respectively, for each polymorphic locus (Sokal and Oden, 1978
). For diallelic loci, only those with allele frequencies <0.95 and >0.05 were used, but only one allele was considered because both alleles provide the same information. For loci having more than two alleles, all alleles were used for the spatial analysis regardless of their frequencies. Every possible pair of individuals was considered as a join or a connection between two individuals and was assigned to one of the ten distance classes according to the distance separating the two individuals. Because measures of small-scale autocorrelation more accurately represent the spatial structure, the first of the ten distance classes was designed based on an estimate of the average distance that separates nearest neighbor individuals. Moran's I statistic (Sokal and Oden, 1978
) was calculated for each of ten distance classes by interplant distance classes by
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For calculation of Wright's (1965)
FIS, genetic diversity within populations, and genetic divergence among populations and species, a locus was considered polymorphic if two or more alleles were detected, regardless of their frequencies. Wright's FIS values on each polymorphic locus were calculated to measure relative excesses of homozygotes or heterozygotes compared with panmictic expectations within populations of the five species. Deviations of FIS from zero were tested using a chi-square test (Li and Horvitz, 1953
).
Five standard genetic parameters were estimated using a computer program developed by M. D. Loveless and A. Schnabel (personal communication): percentage polymorphic loci (%P), mean number of alleles per polymorphic loci (AP), mean number of alleles per locus (A), effective number of alleles per locus (Ae), and genetic diversity or expected heterozygosity (HEe) (Hamrick, Godt, and Sherman-Broyles, 1992
). These parameters were estimated at both population and samples as a whole (species level).
Nei's (1973, 1977)
statistics of gene diversity formulae (HT, HS, DST, and GST) were used to evaluate the distribution of genetic diversity within and among populations of each species. Statistical significance of each GST value was calculated by a chi-square test (Workman and Niswander, 1970
). GST values were averaged across polymorphic loci to obtain an estimate of overall population divergence.
Finally, Nei's (1972)
genetic distance and identity measures were calculated for all pairs of populations to estimate genetic divergence among populations and species. A cluster analysis on genetic distance values via unweighted pairwise groups method using arithmetic average (UPGMA) was generated using NTSYS (Rohlf, 1988
) to examine genetic associations among species.
| RESULTS |
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Population genetic structure
Chosen according to the criteria described in the Materials and Methods, 37 and 36 alleles were used for spatial autocorrelation analysis for populations of H. thunbergii and H. hakuunensis, respectively. The spatial autocorrelation coefficients, Moran's I, for populations HAN and KOS of H. thunbergii and H. hakuunensis are presented in Tables 1 and 2. For population HAN of H. thunbergii, Moran's I values were significantly different from the expected value (E[I] = -0.005) in 91 (24.6%) of 370 cases, and the overall correlogram was significant for 20 (54.1%) of 37 alleles (Table 1). For distance classes 13 (0 to <12 m), 38 significantly positive cases were observed, whereas only two significantly negative cases were detected in the distance classes. This indicates that most of the genetic similarity is shared among individuals separated by <12 m. Similar results were observed in KOS of H. hakuunensis. Moran's I values were significantly different from the expected value (E[I] = -0.014) in 81 (22.5%) of 360 cases, and the overall correlogram was significant for 12 (33.3%) of 36 alleles (Table 2). For distance classes 13 (0 to <10 m), 25 positive vs. eight negative values were statistically significant. The distance at which the mean Moran's I values first intercepts the E (I) value may represent the shortest length of an irregularly shaped patch size (Sokal, 1979
). The mean correlograms of populations HAN and KOS indicate that the minimum patch widths were
1012 m (Fig. 2).
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Allozyme diversity within and among populations
Hemerocallis species in Korea maintain high levels of genetic variation within populations and samples as a whole (Table 3). The genetic diversity (HEe) was significantly correlated with population size (Spearman's rank-correlation coefficient, rs = 0.72, P < 0.001), i.e., genetic diversity was lower in small populations than in large ones. In addition, individuals on open habitats maintain higher levels of allozyme diversity than on other habitats (e.g., forest margins, disturbed sites, etc.) (unpaired t test, t = 5.22, P < 0.001).
Hemerocallis thunbergii, H. hakuunensis, H. middendorffii, and H. taeanensis had high genetic diversity. On the other hand, three populations of H. hongdoensis maintained significantly (P < 0.05) lower mean values of HEe, %P, A, and Ae than those for the other four Hemerocallis species. Hemerocallis hongdoensis also had the lowest number of alleles (39; Table 3). The low values of Ae demonstrated that many of the alleles were present at very low frequencies (Table 3).
The majority (
9295%) of the total genetic diversity resided within populations of all five species as shown by low GST values (ranging from 0.051 in H. taeanensis to 0.078 in H. hakuunensis; Table 4). However, GST values for all polymorphic loci in each species were significantly greater than zero (P < 0.001).
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| DISCUSSION |
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400 to 6000 m2), thus several patches per population were pooled for the electrophoretic analysis. As these aggregates were small subpopulations or demes differing to some extent in allele frequency, their pooling resulted in a Wahlund effect.
Allozyme diversity within and among populations
Hemerocallis species maintain high levels of allozyme variation. A series study of Hosta (Liliaceae) species (Chung, 1994a, b, c, 1995a, b
; Chung and Chung, 1994
) and a recent review of allozyme literature (Hamrick and Godt, 1989
) reported that the average genetic diversity statistics for populations of plants having similar life history traits to those of Hemerocallis were comparable to those observed in this study. Chung et al. (1991)
and Chung (1995a)
suggested that the high levels of genetic diversity found in Hosta species may be due to the predominantly outcrossing breeding system, extensive gene duplication at several enzyme systems, and high chromosome numbers (2n = 60).
There was a significant positive correlation between allozyme diversity and actual population size in the study populations of Hemerocallis. In general, the low levels of genetic diversity were found in small populations on diverse habitats (e.g., forest margins, forest understories, disturbed orchards, and recently established roadsides). Populations with a small number of individuals coupled with reduced gene flow are genetically less variable due to inbreeding and genetic drift (e.g., Schnabel and Hamrick, 1990
; Aspinwall and Christian, 1992
; Parker and Hamrick, 1992
; Dolan, 1994
). The loss of variation found in small populations of Hemerocallis could be the result of founder effects. It is obvious that the expansion, contraction, extinction, or recolonization have affected the distribution of genotypes in a spatial scale and genetic variation within and among populations of Hemerocallis.
As expected, Korean populations of H. thunbergii and H. middendorffii have high genetic diversity. The two species have a wide geographic range distributed from China to parts of the Korean Peninsula and the Japanese Archipelagos. Most Korean populations of H. thunbergii grow commonly in the open, grasslands on hillsides in the southwestern Korean Peninsula. It has been observed that Korean populations of the species are large and have a relatively continuous distribution. The spatial autocorrelation analysis in population HAN showed that, based on the sample sizes, the observed average value of Moran's I of 0.03 for the first distance class is roughly comparable to that expected from a stable population with Wright's (1943) neighborhood size (a standardized measure of dispersal) of
115125 individuals (Epperson, Huang, and Li, 1999
). Factors such as large populations distributed over a relatively homogeneous habitat and colonization events (in forest gaps due to fire and in disturbed habitats by reforestation in southern Korea) may have contributed to the considerable level of genetic variation in H. thunbergii. On the other hand, populations of H. middendorffii in Japan grow in diverse ecological conditions on Honshu such as alpine meadows, low grasslands, and forest understories etc., showing complex local variation in morphological traits (Noguchi, 1986
; Chung and Noguchi, 1998
). Only a few populations of this species are found in the southeastern Korean Peninsula. Sizes of the three populations (M13) were relatively small (<250 individuals per population) and geographically isolated. Population M1 grows on the margin of a hillside under a pine-oak overstory (altitude
300 m), M2 grows on an open habitat (altitude
760 m), and M3 on a forest margin along stream sides (altitude
800 m). A previous allozyme study of four Japanese populations of H. middendorffii (mean sample size = 27, HEe = 0.1720.300; Kang et al., 1998
) revealed a slightly lower genetic diversity within populations than that for the three Korean populations. Genetic diversity is also strongly determined by genetic history in long-lived organisms that were undoubtedly strongly influenced by Pleistocene events (e.g., gene flow, size of local populations, distribution ranges, and ecological succession of vegetation in the Japanese Archipelagos and the Korean Peninsula; Noguchi, 1986
; Kang et al., 1998
). It is suggested that Pleistocene migration events, selective forces and/or genetic drift may have played roles in shaping population genetic structure of H. middendorffii. Thus, the mechanisms for maintaining high levels of allozyme diversity within populations seem to be very different between the two widely distributed species.
As predicted in the introduction, populations of H. hongdoensis, an island endemic (Fig. 1), contain much less genetic variation. Populations of H. hongdoensis were relatively small, isolated, and occurred in rocky and humus soil on talus slopes or rocky cliffs along the sea coast in Taehuksan, Sohuksan, Hong and Seop Islands in Korea, and Tsushima Island in Japan (Chung and Kang, 1994a, b
). The relatively narrow habitats and geographic distribution of H. hongdoensis might in part account for its low levels of genetic diversity (Hamrick and Godt, 1989
). A very similar level of allozyme diversity was found in two populations of H. exalata, endemic in Sado and Tobishima Islands, off the western coast of Japan (Kang et al., 1998
).
Populations of H. hakuunensis are commonly found on the humus or granitic soils and open areas or margins of pine-oak forests on the hillsides of the southern, central, and northwestern Korean Peninsula (Fig. 1; Chung and Kang, 1994a
; Kang and Chung, 1994, 1997b
). On the other hand, H. taeanensis grows only on sandy soil under pine-oak forests near the coast of Taean Gun, a part of the central-western Korean Peninsula (Fig. 1). Although H. hakuunensis has a broader geographic distribution, the two species have a very similar and high genetic diversity at the population and species levels. This is somewhat surprising, if one compares and contrasts the geographical and ecological distributions of these two species. If only the geographical range, the number of populations, and the spectrum of ecological niches were taken into account, one might expect that H. taeanensis would be the least genetically variable of the five species. However, H. taeanensis contains a level of variation comparable to that found in a broad and widespread Hemerocallis species. Although H. taeanensis has restricted distributions, it is locally common with a relatively large population size (Wright's [1943] neighborhood size of
115 individuals; recalculated from Park, Kang, and Chung, 1998
), and thus may resemble more widespread congeners such as H. hakuunensis and H. thunbergii in its amount of genetic variation (Holsinger and Gottlieb, 1991
).
Hamrick and Godt (1989)
noted the importance of the evolutionary history of particular species in influencing levels of genetic diversity. For example, species that evolve via hybridization should have enhanced levels of genetic variation (e.g., Brunsfeld, Soltis, and Soltis, 1991
; Broyles and Wyatt, 1993
). Most diploid Hemerocallis species easily cross naturally and artificially, and hybrids are highly fertile (Nakao and Yamashita, 1956
; Kawano, 1961
; Kawano and Noguchi, 1973
; S. Kawano and J. Noguchi, Kyoto University, personal communication). Species of Hemerocallis have a typical outcrossing pollination system carried out by bees, flies, butterflies, and moths (Hotta, Ito, and Okata, 1985
). With this reproductive system, Hemerocallis species have weakly developed genetic isolating mechanisms. For this reason, interspecific natural hybrids have been documented between species that occur in sympatric and parapatric populations (Nakao and Yamashita, 1956
; Kawano, 1961
; Hotta, Ito, and Okata, 1985
). For example, Hotta, Ito, and Okata (1985)
presented evidence of gene flow in the past from H. littorea to H. thunbergii and H. hongdoensis (the authors named H. hongdoensis as H. hakuunensis) in a few island populations around Kyushu, Japan, based on floral color, the V-shaped pattern on the perianth, stolon of the root system, and evergreen/deciduous habit. It has been difficult to find hybrid swarms in Korea because Korean Hemerocallis species lack the morphological traits that Hotta and his associates used. In addition, we could not find any diagnostic alleles at the eight enzyme systems for detecting hybridization or introgression among Korean species. Other sources of genetic markers at DNA levels are needed to determine whether introgression has occurred among Korean species.
The GST values for each of the five species are low and very similar. This level of divergence is low compared with that of the mean for short-lived herbaceous perennials (GST = 0.233), outcrossing animal-pollinated species (GST = 0.197), species with seed dispersal mechanism by gravity (GST = 0.277), and species with sexual reproduction (GST = 0.225; Hamrick and Godt, 1989
). This is somewhat surprising when we consider the fact that no primary special seed dispersal mechanisms were apparent in the five species. Seeds are mainly dispersed by gravity and fall around individual parent plants (Kang and Chung, personal observations). However, we cannot rule out the possibility of the secondary seed movement by rainfall into adjacent areas in the hillsides among the peninsular populations of the species for a moderately long period of time. In addition, Hemerocallis species are predominantly pollinated by insects (bees and butterflies in diurnal species such as H. hakuunensis, H. middendorffii, H. taeanensis, and H. hongdoensis, and moths in nocturnal species of H. thunbergii). Considering these and the small-scale population substructuring found in Hemerocallis species, it is suggested that most populations of each species may have diverged only recently, after being founded by individuals harboring similar genotypes rather than high rates of historical gene flow among populations.
Genetic relationships among species
A group of populations of each of the five Hemerocallis species in Korea based on their morphology and phenology (Chung and Kang, 1994a
) is in accordance with that of our allozyme data (see Fig. 3). Although the five Korean species are morphologically distinct (Matsuoka and Hotta, 1966
; Chung and Kang, 1994a, 1997a
), they had high genetic identities. The high genetic identities for pairwise comparisons among species of Hemerocallis are attributable to the presence of the same high-frequency alleles in different species at seven loci. In addition, no diagnostic allele was detected at the eight enzyme systems. One may question that the 30 populations examined here could be interpreted as populations, varieties, or subspecies of a highly polymorphic taxon with some populations isolated on islands since the last Ice Age and others connected by clines on the mainland (C. R. Parks, personal communication). This interpretation is less plausible because the five Hemerocallis species could be recognized by several quantitative and qualitative characters (Chung and Kang, 1994a
; Kang and Chung, 1997b
). For example, the flowers of H. thunbergii (section Hemerocallis; Matsuoka and Hotta, 1966
) are fully open in the late afternoon and throughout the night, and close the following morning ("nocturnal habit"). Also, flowers (528 per inflorescence) are bright, lemon-yellow, and fragrant. Petals are fringed, and perianth tubes are significantly longer (mean ± 1 SD = 3.62 ± 0.50 cm) than those for other members of daylilies in Korea (e.g., mean ± 1 SD = 2.23 ± 0.31 cm for H. hakuunensis; Chung and Kang, 1994a
). On the other hand, flowers (516 per inflorescence) of H. hakuunensis (section Fulvae Nakai, Matusoka and Hotta, 1966) are orange-yellow and "diurnal." The difference in flowers is the consequence of their adaptation to different pollinators (moths for H. thunbergii vs. bees and butterflies for H. hakuunensis). Nonetheless, allozyme differentiation between the two species is slight (mean I = 0.947 [0.9140.980]). High genetic identities among congeners have been reported (e.g., LastheniaCrawford, Ornduff, and Vasey, 1985
; HeucheraSoltis, 1985
; see Crawford, 1989
, for general discussion; Salix exigua groupBrunsfeld, Soltis, and Soltis, 1991
; Streptanthus glandulosus complexMayer, Soltis, and Soltis, 1994
). These are considered examples of recent evolution accompanied by little genetic change such as a progenitor-derivative species pair (Gottlieb, 1973
). On the other hand, the low mean GST value (0.120) obtained from 27 populations, with the exception of three island populations of H. hongdoensis, may indicate that gene movement may have occurred among peninsular species for a long period of time, resulting in high genetic identities among peninsular species. However, this statement is unlikely because genetic substructuring in populations of H. thunbergii and H. hakuunensis was found at a spatial scale of <12 m, partly due to limited pollen and seed dispersal. Instead it is suggested that members of Hemerocallis may have recently derived from an ancestor or progenitor harboring high levels of genetic diversity (e.g., large number of alleles).
Hotta, Ito, and Okata (1985)
and Chung and Kang (1994a)
suggested that the progenitor (probably peninsular populations of H. hakuunensis) of H. hongdoensis had migrated from the Korean Peninsula into Tsushima Island and/or Kyushu of the southern Japan and Hong, Taehuksan, Sohuksan, and nearby islands during the Ice Age (the glacial Würm). During the Ice Age, the sea was
100 m lower than at present and land connection existed at the Korean Strait (between Tsushima Island, Japan and Pusan, Korea) and between remote islands (such as Hong, Teahuksan, and Sohuksan Islands) off the southwestern Korean coast and the Korean Peninsula. The glacial remnants after the last Ice Age differentiated and became these islands. Chung and Kang (1994a)
proposed this scenario based on paleoclimatic history, similar morphological features between H. hakuunensis and H. hongdoensis (e.g., lack of stolon, deciduous habit, and orange-yellow perianth color, etc.), and close geographic distributions of the two species. The present allozyme data (e.g., Pgi-2a) support this hypothesis (see Table 5, Fig. 4). For example, nine populations of H. hakuunensis have the Pgi-2a allele, ranging from 0.01 in H2 and H12 to 0.34 in H9 (altitude
1300 m). This allele was also detected in the populations of H. hongdoensis at a relatively high frequency (from 0.48 in O1 to 0.83 in O3). In addition, all 11 individuals from Tsushima Island showed only the Pgi-2a allele (Fig. 4).
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95% within populations of H. hakuunensis and H. taeanensis, respectively], a somewhat swollen root system, diurnal flowers, and absence of odor) and close geographic distribution. Our present allozyme data might support this hypothesis because, as presented in Table 5, most alleles of H. taeanensis, with exception of five unique alleles, Fe-2h, and Pgi-2c, are found in H. hakuunensis. In summary, species of Hemerocallis are characterized by a small-scale genetic substructuring within populations, a high degree of within-population diversity, low genetic differentiation among populations in a species, and an extremely close genetic relationship among the species. A grouping of populations of each of the five Hemerocallis species in Korea based on their morphology and phenology accords with that of the allozyme data, though the populations had high genetic identities. These all suggest that the members of Hemerocallis may have recently derived from an ancestor or progenitor harboring high levels of genetic diversity.
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| FOOTNOTES |
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2 Current address: Department of Agronomy, Iowa State University, Ames, Iowa 50011 USA. ![]()
3 Author for correspondence (FAX: +82-55-754-0086, email: mgchung{at}nongae.gsnu.ac.kr
). ![]()
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