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(American Journal of Botany. 2001;88:2074-2087.)
© 2001 Botanical Society of America, Inc.


Systematics

Molecular systematics of Iridaceae: evidence from four plastid DNA regions1

Gail Reeves2, Mark W. Chase2,6, Peter Goldblatt3, Paula Rudall2, Michael F. Fay2, Anthony V. Cox2, Bernard Lejeune4 and Tatiana Souza-Chies5

2Jodrell Laboratory, Royal Botanic Gardens, Kew, Richmond, TW9 3DS UK; 3Missouri Botanical Garden, P.O. Box 299, St. Louis, Missouri 63166 USA; 4Institut de Biotechnologie des Plantes, Batiment 630, Université de Paris XI, F-91405 Orsay, Cedex, France; and 5Department of Botany, Universidade Federal do Rio Grande do Sul, Avenida Bento Goncalves, 9500, Porto Alegre RS, Brazil

Received for publication September 28, 2000. Accepted for publication March 27, 2001.


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Iridaceae are one of the largest families of Lilianae and probably also among the best studied of monocotyledons. To further evaluate generic, tribal, and subfamilial relationships we have produced four plastid DNA data sets for 57 genera of Iridaceae plus outgroups: rps4, rbcL (both protein-coding genes), the trnL intron, and the trnL-F intergenic spacer. All four matrices produce similar although not identical trees, and we thus analyzed them in a combined analysis, which produced a highly resolved and well-supported topology, in spite of the fact that the partition homogeneity test indicated strong incongruence. In each of the individual trees, some genera or groups of genera are misplaced relative to morphological cladistic studies, but the combined analysis produced a pattern much more similar to these previous ideas of relationships. In the combined tree, all subfamilies were resolved as monophyletic, except Nivenioideae that formed a grade in which Ixioideae were embedded. Achlorophyllous Geosiris (sometimes referred to Geosiridaceae or Burmanniaceae) fell within the nivenioid grade. Most of the tribes were monophyletic, and Isophysis (Tasmanian) was sister to the rest of the family; Diplarrhena (Australian) fell in a well-supported position as sister to Irideae/Sisyrinchieae/Tigridieae/Mariceae (i.e., Iridoideae); Bobartia of Sisyrinchieae is supported as a member of Irideae. The paraphyly of Nivenioideae is suspicious due to extremely high levels of sequence divergence, and when they were constrained to be monophyletic the resulting trees were only slightly less parsimonious (<1.0%). However, this subfamily also lacks clear morphological synapomorphies and is highly heterogeneous, so it is difficult to develop a strong case on nonmolecular grounds for their monophyly.

Key Words: incongruence • Iridaceae • rbcLrps4trnLtrnL-F


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
The petaloid monocot family Iridaceae comprise some 1800 species in ~60 genera (Goldblatt, 1990, 1991 ), representing one of the largest families of the superorder Lilianae (sensu Dahlgren, Clifford, and Yeo, 1985 ). Members of Iridaceae are typically characterized by the possession of isobilateral, equitant leaves, styloid crystals, inferior ovaries, and flowers with three stamens. Although worldwide in distribution, the family is particularly diverse in Africa where there are some 1000 species, most of which are restricted to southern Africa.

Rigorous and multi-disciplinary studies by many authors have, to date, failed to produce a consensus subfamilial classification. The first phylogenetic analysis of Iridaceae, using modern cladistic techniques (Goldblatt, 1990 ), formed the basis of the most recent classification of the family. This analysis used 52 characters from phytochemistry, cytology, pollen structure, anatomy, and morphology to identify four major clades. Given subfamily status (Goldblatt, 1991 ), these were designated Isophysidoideae, Nivenioideae, Iridoideae, and Ixioideae. In turn, Iridoideae comprised tribes Mariceae, Tigrideae, Iridineae, and Sisyrinchieae, and subfamily Ixioideae comprised tribes Pillansieae, Watsonieae, and Ixieae.

In a subsequent cladistic analysis of Iridaceae, Rudall (1994) used 33 characters that included more anatomical characters than were used by Goldblatt (1990) . This analysis recognized the four subfamilies and seven tribes sensu Goldblatt. However, the relationships among the subfamilies found in the two separate analyses were not identical. The principal areas of conflict concerned the relationship of Ixioideae to the rest of the family and the placement of Isophysis. In Goldblatt's scheme, Ixioideae were the most derived clade, whereas Rudall's analysis placed them sister to the rest of the family. Also, Goldblatt placed Isophysis sister to the rest of the family whereas Rudall placed it sister to Nivenioideae. In Rudall's analysis Isophysis together with Nivenioideae then formed the most derived clade.

The most recent phylogenetic representation of Iridaceae is that of Souza-Chies et al. (1997) using molecular data derived from the region coding for protein 4 of the plastid small ribosomal subunit (rps4). This tree, inferred by the interpretation of a relatively small number of molecular characters (~600 base pairs, of which only 18% were potentially parsimony informative), placed Isophysis as the sister taxon to the rest of the family. Subfamily Ixioideae formed a well-supported clade, although there was little resolution within them, and subfamily Nivenioideae did not form a monophyletic group but rather a paraphyletic grade with Ixioideae as the terminal clade. In that analysis the monophyly of subfamily Iridoideae was not supported, but rps4 alone provided insufficient evidence to refute their monophyly.

Few nonmolecular characters remain to be studied that could resolve the conflicts among the phylogenetic interpretations of Iridaceae. Our study includes molecular characters from three additional plastid regions as a source of phylogenetic information and combines these data with the supplemented rps4 data of Souza-Chies et al. (1997) into a single matrix. The three plastid DNA regions sequenced were the trnL (UAA) intron, the trnL-trnF (GAA) intergenic spacer (these two collectively termed the trnL-F region), and the gene for the large subunit of ribulose 1,5 bisphosphate carboxylase/oxygenase (rbcL). The aim of this analysis was to enhance the current understanding of Iridaceae phylogeny and elucidate some presently unresolved key questions, among which the following are the most pertinent. (1) The relationships among the four subfamilies (Goldblatt, 1990 ), which includes the proper placement of Isophysis, a Tasmanian endemic lacking one synapomorphy often assumed for Iridaceae, the inferior ovary. Some earlier treatments have assigned Isophysis to its own family (Bentham and Hooker, 1883) . (2) The familial and tribal position of the Madagascan achlorophyllous mycoparasite ("saprophyte") Geosiris, which in the past has been referred to Burmanniaceae, assigned to its own family Geosiridaceae (Jonker, 1939 ), or placed in subfamily Nivenioideae (Goldblatt et al., 1987 ; Goldblatt, 1990 ). (3) Delimitation of Iridoideae, including the proper status of tribe Sisyrinchieae within this subfamily; of particular interest is the placement of the African genus Bobartia in Sisyrinchieae (Goldblatt and Rudall, 1992 ) as most other members of this tribe are American or Australian. (4) Generic and tribal relationships within Iridoideae, Ixioideae, and Nivenioideae.

In addition to these taxonomic issues, a second concern was the topic of congruence of separate matrices and how incongruence can best be determined. We were particularly concerned about how to separate mere sampling error from truly incongruent patterns, as reviewed by Huelsenbeck, Bull, and Cunningham (1996) .


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Plant material and extractions
Herbarium vouchers, GenBank accession numbers, and literature citations for previously published sequences for the taxa used in this analysis are listed in Table 1. Total genomic DNA was extracted from 1.0 g fresh leaf or flower tissue or 0.15–0.2 g silica-dried tissue using the 2x CTAB method described by Doyle and Doyle (1987) . Herbarium material of Klattia flava was extracted using a modified 2x CTAB method (Fay et al., 1998 ) with propan-2-ol instead of ethanol for precipitation of the DNA and a 2-wk precipitation period at –20°C. All DNA extracts were purified by cesium-chloride ethidium-bromide equilibrium density gradients (1.55 g/mL). Purified total DNAs were dialysed in 1x TE buffer and stored at –80°C.


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Table 1. Voucher, molecular database accession, and literature information for all taxa included in this study; n/a: region not sequenced for this species

 
PCR and DNA sequencing
Three plastid regions, rbcL, the trnL intron and trnL-F intergenic spacer were amplified for the 57 species of Iridaceae and six outgroup taxa listed in Table 1. The intron and intergenic spacer were amplified as one fragment (see below). Those genera not represented in the rps4 analysis of Souza-Chies et al. (1997) were amplified to achieve conformity between the four data sets.

Twenty to fifty nanograms of total genomic DNA were used as a template for Taq-mediated amplification. The 100-µL reactions contained Promega magnesium-free thermophilic buffer (50 mmol/L KCl, 10 mmol/L Tris-HCl, 0.1% Triton X-100), 3 mmol/L MgCl2, 0.004% BSA (Savolainen et al., 1995 ), 0.2 mmol/L each dNTP, 100 ng of each primer, and 2.5 U Taq polymerase (Promega, Ltd., East Croydon, UK). Thirty cycles of DNA amplification were carried out in a Perkin Elmer (Warrington, UK) DNA thermal cycler using the following program for each of the three plastid regions: denaturation, 94°C, 1 min; annealing, 50°C, 30 sec; extension, 72°C, 1 min.

Amplification of the rbcL gene was carried out using a forward primer that matched the first 20 bp (base pair) of the exon and a reverse primer beginning at either position 1360R (5'-CTTCACAAGCAGCAGCTAGTTC-3') or 1368R (5'-CTTTCCAAATTTCACAAGCAGCA-3') on the complementary strand. Amplification using these primers produced a 1388 or 1391 bp fragment of the rbcL exon. In some cases amplification of the complete gene was not possible due to degradation of the genomic DNA. In these cases the gene was amplified in two parts using internal primers 636F and 724R (Muasya et al., 1998 ); this reverse primer is monocot specific. For rbcL, four sequencing reactions per taxon were required with primers 1F, 636F, 724R, and 1360R/1368R to achieve >80% overlap.

Primers "c" and "f" (Taberlet et al., 1991 ) were used to amplify the intron and intergene spacer region between the trnL and trnF exons. The amplified fragment varied in length from ~650 to 900 bp and resulted in an aligned matrix of 1311 bp. For cases in which amplification of the "c" to "f" region failed, internal primers "d" and "e" (Taberlet et al., 1991 ) were used to amplify the gene in two nonoverlapping segments, as these primers are direct complements. Only two sequencing reactions, with primers "c" and "f," were required in cases for which amplification of the whole trnL-F region was successful. Greater than 80% overlap was achieved in most cases. All trnL-F sequences were easily aligned by eye. Four discrete gaps were coded as present/absent (A/T) characters and added to the end of the trnL-F matrix; otherwise gaps were coded as missing.

A fragment including the rps4 gene, an intergene spacer and the ser-tRNA gene were amplified using primers that annealed to the 5' end of rps4 (rps5') and to trnS (tRNAs) downstream from rps4 (Souza-Chies et al., 1997 ). The resulting amplified fragment was ~800 base pairs in length. Only the 600 bp rps4 exon was used in this analysis because the 3' spacer sequence between rps4 (200 bp) was not available for all taxa. As for trnL-F, all rps4 sequences were aligned by eye. Gaps were coded as missing.

Amplified double-stranded DNA fragments were purified using "Wizard" mini columns (Promega) and directly sequenced on an ABI 373A or 377 automated sequencer using standard dye-terminator chemistry following manufacturer's protocols (Applied Biosystems, Warrington, UK). For editing and assembly of the complementary strands "Sequence Navigator" and "Autoassembler" (Applied Biosystems) were used. Each base position was individually checked for agreement of the complementary strands.

Phylogenetic analyses
All cladistic analyses were performed using the parsimony algorithm of the software package PAUP* version 4.02b; (Phylogenetic analysis using parsimony; Swofford, 1998 ) on a Power Macintosh 7200/90 with 16 MB RAM. Although trnL-F was treated as one region in the analyses, we recognize that it is composed of two distinct and potentially functionally different regions. However, the low levels of variation detected (despite its noncoding nature) made combining the entire region into a "noncoding" data set the most practical approach. The data matrices for each of the three (rbcL, rps4, and the complete trnL-F region) plastid DNA regions and a combined data matrix of all three were analyzed using 1000 replicates of random taxon-addition order to find islands of equally most parsimonious trees (Maddison, 1991 ), tree bisection-reconnection (TBR) branch swapping, with MULPARS (keeping all equally most parsimonious trees) on, and all character transformations treated as equally likely (Fitch parsimony; Fitch, 1971 ). To minimize the time spent searching large numbers of trees, a limit of ten trees was set for each replicate. After completing the replicates, all trees found were then used as starting trees for another round of swapping with a tree limit of 5000. We then used successive approximations weighting (SW; Farris, 1969 ). Characters were reweighted according to the rescaled consistency index based on the best tree(s), and after each round of reweighting a heuristic search (ten random replicates) was performed. As described above, all optimal trees were then collected by using the trees from the ten replicates as starting trees to collect all shortest trees. When the tree length remained the same in two successive rounds, these were the successive approximation weighted (SW) trees. Internal support was assessed with 1000 bootstrap replicates (Felsenstein, 1985 ) with Fitch weights. Only those groups of >50% frequency were reported. Other tree and character manipulations were performed using MacClade version 3.05 (Maddison and Maddison, 1992 ). To calculate the number and performance (consistency, CI, and retention indices, RI) of transitions (ts) and transversions (tv) in each region, we used a step matrix to weight transversions to zero. From the ts number and its CI and RI, we could then calculate the tv number and its statistics.

To evaluate relative signal strength in each of the three matrices (treating the trnL-F intron and spacer as one), starting-tree length distributions were examined using 5000 replicates of random taxon addition with no swapping and Fitch weights (Chase and Cox, 1998 ). These were then plotted as percentage longer than the shortest tree lengths found in the original searches described above. We assume that the proximity of starting tree length distribution to the shortest tree length is due to the extent the calculations performed as taxa are added (before swapping begins) reflect the optimum tree length found. The clearer the signal, the more closely the calculation of starting tree length reflects the most parsimonious topology.

In addition, to assess congruence among pairwise combinations of the three data sets and for all data sets combined we carried out 100 replicates of the partition homogeneity test (Farris et al., 1995 ), with a full heuristic search and random taxon addition.


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Analysis of rbcL
Of the 1321 sites included in the analysis, 367 (28%) were variable and 201 (15%) were potentially parsimony informative. Analysis of rbcL sequences with equal (Fitch) weights resulted in 4330 equally most parsimonious trees of 903 steps with a CI of 0.54 (autapomorphies were included here and elsewhere) and a RI of 0.68. Applying SW gave 348 trees of 335 399 steps with CI = 0.83 and RI = 0.85. These 348 trees were among the 4330 Fitch trees (Fitch length = 903 steps). Four nodes, indicated by solid arrowheads in the single tree illustrated (Fig. 1), were not recovered in the strict consensus of 348 SW trees; 15 nodes (open arrowheads) were not recovered in the Fitch strict consensus tree. Bootstrap percentages are indicated below the branches, but groups with bootstrap percentages <50% have nothing indicated.



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Fig. 1. One of the most parsimonious rbcL trees found by both the Fitch and SW analyses showing subfamilies (a) Iridoideae and Isophysidoideae and (b) Nivenioideae and Ixioideae. Fitch lengths are shown above the branches (ACCTRAN optimization). Bootstrap percentages with Fitch weights are shown below the branches. Branches not recovered in the strict consensus of only the Fitch trees are marked with open arrowheads; those not recovered in the strict consensus of both the Fitch and SW trees are marked with solid arrowheads

 
Several polytomies occurred within Ixioideae in each individual tree, and many groups were defined by a single change. Tribes Watsonieae, Ixieae, and Pillansieae were unresolved within Ixioideae. Two species of tribe Watsonieae, Watsonia and Lapeirousia, are placed within Iridoideae, but the position of these taxa was weakly supported and unique to the rbcL topology. We resequenced rbcL for both taxa, assuming that a mistake had been made, but again obtained the same sequences; rps4 and trnL-F sequences were produced from the same DNA templates, which therefore excludes the possibility of a mix-up with DNA accessions (these two taxa were correctly placed in Ixioideae in the trnL-F and rps4 trees). Ixioideae (excluding Watsonia and Lapeirousia) formed the most derived clade within a paraphyletic Nivenioideae, within which three species, Witsenia, Klattia, and Nivenia, formed a monophyletic group. Iridoideae were monophyletic with tribes Irideae, Tigridieae, Mariceae, and Sisyrinchieae resolved in all trees. However, Bobartia and Diplarrhena (both Sisyrinchieae) occupied positions outside of Sisyrinchieae. Bobartia was placed sister to Irideae, and Diplarrhena was sister to the rest of Iridoideae. The position of Isophysis was as the sister taxon to the remainder of the family.

Analysis of trnL-F
Of the 1313 sites included in the analysis, 521 (51%) were variable and 297 (23%) were potentially parsimony informative. Separate analysis of the trnL intron and trnL-F spacer gave similar but highly unresolved and weakly supported patterns (not shown). All members of subfamily Ixioideae are characterized by an indel ~270 bp in length, which occurs in the trnL-F intergenic spacer. It was not possible to code this indel due to slight length variation among species, but the subfamily is already well supported without adding this deletion to the matrix. Four other, well-defined discrete indels unique within Ixioideae were coded on the basis that they might increase resolution within the subfamily. Further discrete indels were not coded because these only marked groups for which bootstrap support was already high. Analysis of the entire trnL-F matrix, including the four indels, with Fitch weights gave more than 5000 equally parsimonious trees of 1023 steps with CI = 0.66 and RI = 0.80. Applying SW resulted in >5000 equally parsimonious trees of length 506 570 with CI = 0.89 and RI = 0.94 (Fitch length = 1023 steps). Seven nodes observed in the single tree illustrated (Fig. 2) were not recovered in the strict consensus of all the weighted trees obtained; 15 nodes were not recovered in the strict consensus of the Fitch trees. Again several polytomies are present within Ixioideae in each individual tree. In comparison to the rbcL SW topology, less resolution is provided by trnL-F, but this topology did place Watsonia and Lapeirousia within Ixioideae. As with rbcL, Ixioideae formed the most derived clade within a paraphyletic Nivenioideae, and Witsenia, Klattia, and Nivenia also formed a monophyletic group. The same tribal groupings recovered by rbcL within Iridoideae are recovered by trnL-F, again excluding Bobartia and Diplarrhena from tribe Sisyrinchieae with Bobartia placed within tribe Irideae and Diplarrhena positioned as sister to the rest of Iridoideae. Isophysis is again positioned as the sister taxon to the remainder of the family.



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Fig. 2. One of the most parsimonious trnL-F trees found by both the Fitch and SW analyses showing subfamilies (a) Iridoideae and Isophysidoideae and (b) Nivenioideae and Ixioideae. Fitch lengths are shown above the branches (ACCTRAN optimization). Bootstrap percentages with Fitch weights are shown below the branches. Branches not recovered in the strict consensus of only the Fitch trees are marked with open arrowheads, those not recovered in the strict consensus of both the Fitch and SW trees are marked with solid arrowheads

 
Analysis of rps4
Of the 598 sites included in the analysis, 221 (37%) were variable and of these 105 (18%) were potentially parsimony informative. Indels of one or two amino acids were observed in the rps4 exon of some taxa, but these were not coded due to the difficulty of assessing alignment for these codons. Fitch analysis of rps4 sequences gave 2880 trees of 493 steps with CI = 0.60 and RI = 0.77. Applying SW resulted in >5000 equally parsimonious trees of 204 633 steps with CI = 0.83 and RI = 0.90 (Fitch length = 493 steps). A single node observed in the single tree topology illustrated (Fig. 3) was not recovered in the strict consensus of the SW trees, and four nodes were not recovered in the strict consensus of the Fitch trees. Of the three individual regions rps4 provided the least resolution within Ixioideae and also placed some taxa differently than in the rbcL and trnL-F trees. In particular, Pardanthopsis (Irideae) and the nivenioid taxa Klattia and Witsenia were embedded within Ixioideae. Also, with respect to the rbcL and trnL-F trees, Patersonia and Diplarrhena occupied reversed positions. With these exceptions the remaining Nivenioideae still represented a paraphyletic grade with Ixioideae as a terminal clade. Iridoideae, including Patersonia rather than Diplarrhena, were monophyletic in all trees, but tribal arrangements were not as well resolved as for rbcL and trnL-F. Mariceae were polyphyletic within Tigrideae, but the two combined represented a well-defined clade. Again Bobartia was a member of Irideae, although its position within the tribe was unresolved. As with rbcL and trnL-F, rps4 placed Isophysis as sister to the remainder of the family.



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Fig. 3. One of the most parsimonious rps4 trees found by both the Fitch and SW analyses showing subfamilies (a) Iridoideae and Isophysidoideae and (b) Nivenioideae and Ixioideae. Fitch lengths are shown above the branches (ACCTRAN optimization). Bootstrap percentages with Fitch weights are shown below the branches. Branches not recovered in the strict consensus of only the Fitch trees are marked with open arrowheads, those not recovered in the strict consensus of both the Fitch and SW trees are marked with solid arrowheads

 
Combined analysis
One suggested method of examining the issue of incongruence involves comparison of combined results on a node-by-node basis with the separate analyses, specifically with respect to levels of resolution and bootstrap support (Wiens, 1998 ; Sheahan and Chase, 2000 ). We found no strongly supported (>85%) and incongruent clades, and thus we have combined all three matrices directly in spite of the differences in tree topologies (see above) and the negative results of the partition homogeneity test (see below). Parsimony analysis with Fitch weights produced 244 trees of 2498 steps with CI = 0.58 and a RI = 0.73. Applying SW resulted in three trees of 1 021 582 steps with CI = 0.86 and RI = 0.90. These trees were again a subset of the Fitch trees. One of the three equally parsimonious SW trees is illustrated in Fig. 4. Although polytomies are present, the combined tree provides some resolution within Ixioideae, with several clades marked by high bootstrap support, notably the alliance of two Watsonieae genera, Thereianthus and Micranthus with the monogeneric tribe Pillansieae. Watsonia and Lapeirousia (Watsonieae) formed a consistent clade, as did the three Ixieae genera Schizostylis, Hesperantha, and Geissorhiza. Freesia and Anomatheca (Ixieae) were also well supported as sister taxa. In terms of other major groupings, the combined tree was as described for trnL-F.



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Fig. 4. One of the most parsimonious combined trees found by both the Fitch and SW analyses showing subfamilies (a) Iridoideae and Isophysidoideae and (b) Nivenioideae and Ixioideae. Fitch lengths are shown above the branches (ACCTRAN optimization). Bootstrap percentages with Fitch weights are shown below the branches. Branches not recovered in the strict consensus of only the Fitch trees are marked with open arrowheads, those not recovered in the strict consensus of both the Fitch and SW trees are marked with solid arrowheads

 
For all analyses, a summary of tree lengths, number of trees obtained, number of phylogenetically informative characters, and CI and RI is provided in Table 2. In general, the combined analysis has higher bootstrap support for more clades than any of the three separate analyses. Individual clades supported by the bootstrap (>50%) for each of the four analyses are shown in Table 3. In no case did any group receiving bootstrap support >50% in any of the individual analyses fail to gain increased support in the combined analysis, in spite of the apparent disagreement of the shortest trees produced by the individual matrices.


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Table 2. Statistics for each of the four analyses

 

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Table 3. Bootstrap percentages (Fitch weights) for various clades in each of the four analyses

 
The combined tree length is 2498 steps, of which 906, 549, and 1043 steps are contributed by rbcL, rps4, and trnL-F, respectively. When compared with the tree lengths of the individual analyses, rbcL had only three undetected substitutions ("missing steps"), whereas trnL-F had 20 undetected substitutions, and rps4 had 56. These missing steps represent an underestimate of homoplasy in each of the data matrices analyzed individually.

Partition homogeneity tests (Farris et al., 1995 ) for all combinations of the data matrices indicated that the individual data sets are highly incongruent. In particular, the rbcL/rps4 and trnL-F/rps4 pairs were much more incongruent than rbcL/trnL-F. This "incongruence" is reflected in the numbers of steps missed by each of the individual analyses relative to the combined tree; rps4 deviated the most, missing 56, and rbcL missed the fewest (three). The starting-tree length distributions also indicate that the pairwise and the three-way combinations of the matrices are congruent; none of the combined starting-tree distributions falls farther away from the shortest trees than those of the separate matrices.

Molecular evolution
In the protein-coding genes, the CI was lowest for third positions in rps4, but in rbcL the CI of third positions was no lower than that for first positions (Table 4). Retention indices for third positions were higher than for either first or second positions. As expected, more third positions were variable than either first or second positions.


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Table 4. Performance of each codon position for rbcL and rps4

 
Each variable site in rbcL on average changed 2.5 times (tree length, 903 steps, divided by the number of variable positions), whereas for trnL-F and rps4 each variable site changed 2.0 and 2.2 times, respectively. The two protein-coding regions, rbcL and rps4, have fewer variable sites overall (367 and 221, respectively, vs. 521 for trnL-F), but they changed more frequently than the variable sites in trnL-F.

Table 5 shows the number of steps contributed individually by transitions and transversions in each region. As expected, more steps are contributed in each region by transistions than transversions; however, RIs are consistently higher for ts than tv for all three regions. We observed the following ts : tv ratios, rbcL = 1.5 and rps4 = 1.7. Substitution bias for the trnL-F region is better expressed in terms of the ratios for the intron and intergene spacer individually. The spacer has a slight excess of ts with a ratio of 1.1, and the intron has a greater number of ts with a ratio of 1.8.


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Table 5. Transition/transversion (ts/tv) frequencies and performance for each of the four plastid regions

 
Of the four matrices, the trnL-F matrix contains the clearest signal (Fig. 5). Of the 5000 replicates of random taxon additions, 240 of the starting trees were equal in length to the shortest trees. Even the combined analysis, which was the next clearest followed in order by rbcL and rps4, did not perform this well. Additionally, the combination of the two protein-coding regions performed less well than trnL-F alone.



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Fig. 5. Starting tree length-distributions (no swapping) for each of the three DNA sequence matrices, their pairwise combinations, and all three combined. Note that trnL-F matrix and the combination of all three matrices performed the best

 

    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Molecular evolution
It is unusual in molecular systematic investigations to be afforded the luxury of comparing phylogenetic patterns from more than one coding region in addition to noncoding regions of DNA. The data presented here therefore not only serve to address taxonomic problems but also allow the comparative analysis of patterns of change in each region. The effects of combining data are also demonstrated and show how reliance on a single data set may result in lack of resolution, misleading conclusions, or both.

Weighting based upon estimated frequency of change is a common practice (Albert, Chase, and Mishler, 1993 ); however, comparison within data sets analyzed here indicate that there is no basis for discriminating and down-weighting certain classes of characters (as was also found by Olmstead, Reeves, and Yen, 1998 ). For example, CIs were equally high and RIs higher for those characters that changed more frequently, i.e., ts vs. tv and third positions (for the protein-coding genes). This phenomenon was also observed for rbcL within monocots (Chase et al., 1995 ). We take the high RI to indicate that variable third positions are not saturated (Naylor and Brown, 1998 ) and that ts represent equally reliable characters as tv. This is contrary to assumptions for many weighting schemes that down-weight more frequently changing characters. Instead we applied successive weighting (SW) to weight all characters based upon their performance (RC) on the best tree, regardless of their frequency of change. In our matrices to down-weight transitions and third positions as whole categories could only lead to an underestimate of the signal possessed by these data. Higher substitution rates and worse performance are not correlated in these plastid regions. Furthermore, simulation studies (Hillis, 1998 ) demonstrated that high substitution rates per se need not adversely affect character performance in phylogeny estimation.

There are reasonable arguments on both sides of the debate as to whether combining data sets to enhance phylogenetic inference is legitimate and/or useful (summarized in Huelsenbeck, Bull, and Cunningham, 1996 ). The premise that separate analyses should be performed on subsets of the available data, however, first relies on the existence and delimitation of different classes of evidence with respect to phylogeny estimation (de Queiroz, Donoghue, and Kim, 1995 ). Kluge and Wolfe (1993) questioned whether such classes of data exist and concluded that there is no reason to believe that many putative subdivisions of evidence have discoverable boundaries. The partitions that we have used here are at least functionally independent, although all four belong to a genome that is inherited uniparentally in an intact manner.

Miyamoto and Fitch (1995) have also argued that different genes/spacers/introns have real discoverable boundaries because they have distinct locations in the genome. However, we believe that the case presented here is an example of a situation in which only analyzing data sets separately does not do justice to the evidence contained in the data as a whole. Of course the issue of incongruence and the abilty to discern whether data arising from different sources, in this case different plastid regions, are truly in disagreement with one another in terms of their phylogenetic signal is pivotal. Our approach thus has been to analyze each data set separately as a means of exploring possible disagreements among data sets. In this case, the trees arising from separate analyses were apparently incongruent, but they only disagreed in relationships that received <65% from the bootstrap. We would argue as did Sheahan and Chase (2000) that this does not represent a case of true incongruence among data sets; the "conflict" between analyses is caused simply by of a lack of phylogenetic signal (i.e., sampling error) in the separate data sets, rather than real differences among data sets with respect to some property that affects phylogeny estimation. However, the partition homogeneity tests (Farris et al., 1995 ) carried out on all combinations of the data matrices overwhelmingly rejected the null hypothesis that the data sets contained congruent phylogenetic signal. As stated by Huelsenbeck, Bull, and Cunningham (1996) , the major problem in assessing incongruence is separating sampling error from true incongruence.

A secondary problem identified by Weins (1998) is that incongruence is not likely to be a characteristic that affects placements of all taxa simultaneously, and so it is best assessed on a node-by-node basis. We agree that local incongruence should be identified so that the relative strength of the phylogenetic signal associated with the specific, incongruent relationships can be evaluated (Seelanan, Schnabel, and Wendel, 1997 ). Whole-matrix approaches such as data decisiveness (Goloboff, 1991 ) and partition homogeneity (Farris et al., 1995 ) incongruence tests are less rigorous indicators of congruence because they are averaged over the whole topology and thus do not allow for the fact that the signal contained in a data set may support portions of the topology to different degrees. Whole-matrix assessments therefore suffer from two problems: (1) artificiality of estimates of matrix boundaries leading to unreasonable estimates of within and between matrix incongruence (within matrix incongruence being assumed to be due to sampling error such that greater estimates of between matrix sampling error are assumed to be evidence of true incongruence); and (2) inability to assess patterns of support for specific nodes on which all of the data agree, whereas only one or few specific nodes may be incongruent. We thus favor direct combination and node-by-node comparison of patterns of internal support as the best measures of incongruence. Whole-matrix measures are simply too coarse to be useful, and as long as resolution is improved and bootstrap percentages elevated then the individual matrices must be considered congruent. In our study, this is in spite of differing placements of some taxa in the individual matrices, which must then be assumed to be due to sampling error.

Comparison of the clarity of phylogenetic signal from each plastid DNA region provides several interesting points of discussion. The clearest signal (Fig. 5) is demonstrated by the noncoding trnL-F region, and consequently it is trnL-F that produces more groups arranged as they are in the combined tree. It may be argued that with such clear signal present in trnL-F the other two matrices are superfluous. However, despite producing large numbers of supported groups, trnL-F is not the most accurate of the three data sets, if we can consider the combined tree as the most accurate (due to overall higher levels of bootstrap support). This becomes evident when the individual matrices are optimized onto the combined topology and the resulting tree length compared to the tree length obtained by analyzing the data sets separately. Calculated in this way, rbcL had only three undetected substitutions, whereas trnL-F and rps4 had 20 and 56, respectively. The rbcL topology presented here does not appear to be the most accurate due to the misplacement of the two ixioid genera Watsonia and Lapeirousia. However, this is the data set that misses the least number of steps when compared to the combined topology, and thus we may conclude that in fact rbcL contains a more accurate signal than either trnL-F or rps4 (i.e., that the rbcL matrix produced a pattern that differed least from the combined matrix). This is not the conclusion that we would have reached if we had looked only at levels of bootstrap support or starting tree length distributions, and it highlights corroboration as the most powerful indicator of accuracy.

The misplaced taxa (Watsonia and Lapeirousia; Fig. 1b) found in the rbcL tree (relative to the combined tree) fall into a clearer perspective once we know that the combined topology requires only three additional steps over rbcL analyzed alone. Thus, to move these two taxa to this presumed correct position involved such a slight loss of parsimony that we conclude there simply is no clear pattern in rbcL for the position of these two genera (as mentioned in the RESULTS section, we sequenced both accessions a second time to be certain of the accuracy of these sequences). To move the sister clade of Watsonia and Lapeirousia in the rbcL tree to a similar position in Ixioideae required 25 steps, thus further indicating that the lack of clear patterns is focused on just these two taxa. (The two other sequence regions, rps4 and trnL-F, were sequenced from the same DNA accessions so it is also clear that they were not misidentified or the tubes/polymerase chain reactions mislabelled.)

The objective of phylogenetics, to find the most accurate estimate of hierarchical relationships, does not necessarily equate to the most parsimonious solution if there are insufficient data (Savolainen et al., 2000 ). A single gene, just because it is a definable functional unit, may not alone constitute a reliable source of phylogenetic information (Chase and Cox, 1998 ). We applied the parsimony criterion as our likelihood model of evolution, but the most "accurate" tree (in our case, the combined tree) can demonstrate how individual analyses may be gross underestimates of homoplasy (as in the case of rps4). This analysis clearly shows that reliance on any single data set may produce misleading conclusions. Ultimately, directly combining data resolves more relationships with enhanced bootstrap support, and thus direct combination is preferred regardless of results from the combinability tests, which are inevitably unreliable and unsatisfactory for addressing the causes of disagreement between trees from separate analyses.

Phylogenetic relationships
Previous cladistic analyses of nonmolecular characters (Goldblatt, 1990 ; Rudall, 1994 ) identified four distinct groups within Iridaceae. To date, no evaluation has been performed to evaluate the robustness of these clades, and hence the two sets of trees represent conflicting hypotheses that must be equally accepted as possible explanations of Iridaceae phylogeny. In contrast the trees presented here have been evaluated for the level of support for each of the individual clades. The taxonomic implications of the combined tree are discussed below.

Position of Isophysis
Affinities of the monotypic genus Isophysis vary considerably among classification systems, and its inclusion in Iridaceae is controversial largely due to its possession of a superior ovary. Isophysis does, however, share with the rest of the family at least two synapomorphies: presence of styloid calcium oxalate crystals (Goldblatt, Henrich, and Rudall, 1984 ) and flowers with three stamens. These characters have led recent authors to include Isophysis in Iridaceae: tribe Isophysideae (Hutchinson, 1934 ) and subfamily Isophysidoideae (Goldblatt, Henrich, and Rudall, 1984 ; Dahlgren, Clifford, and Yeo, 1985 ). However, the placement of this genus within the family has also been disputed (Goldblatt, 1990 ; Rudall, 1994 ). The combined analysis indicates that Isophysis belongs in a position as sister to the remainder of Iridaceae, which is consistent with the cladistic analysis by Goldblatt (1990) . Isophysis is unambiguously placed in all combined trees, and bootstrap support for Iridaceae excluding Isophysis is high (96%).

The placement of Isophysis as sister to Iridaceae in Goldblatt's (1990) analysis may be explained somewhat by his choice of outgroups, which all possess a superior ovary. If Isophysis is the earliest diverging genus of Iridaceae, this could imply that the superior ovary is the ancestral state for the family. Subsequent to Goldblatt's analysis, the rbcL monocot analysis (Chase et al., 1995 ) and others (Rudall et al., 1997 ; Chase et al., 2000b ; Fay et al., 2000 ) placed Iridaceae within the lower asparagoids in a clade including Doryanthaceae and Ixiolirionaceae, with Tecophilaeaceae (including Cyanastraceae) as their sister group. These closest relatives, as implied by DNA analyses, all possess an inferior ovary and are the families from which outgroup taxa have been chosen for this molecular analysis. Since both ingroup and outgroup taxa possess an inferior ovary, the superior ovary of Isophysis must be regarded as an autapomorphy and thus uninformative. Therefore Goldblatt (1990) placed Isophysis in the correct position but for the wrong reasons.

Nivenioideae
The six genera included in Nivenioideae sensu Goldblatt (1990) are all represented in this analysis. The monophyly of Nivenioideae is not supported in any of the molecular analyses; instead the subfamily comprises a paraphyletic grade that collectively forms a clade with subfamily Ixioideae. Within paraphyletic Nivenioideae, the three shrubby Cape genera Witsenia, Klattia, and Nivenia form a well-supported clade (100%) in the combined analysis. The inclusion of the Madagascan saprophyte Geosiris in the Nivenioideae-Ixioideae clade is consistent in all of the molecular analyses and confirms its proper status within, and as a member of, the family (Goldblatt et al., 1987 ). In the combined tree, the Australian genus Patersonia represents the sister group of the Nivenioideae-Ixioideae clade.

Coherence of Nivenioideae has been questioned by previous authors (Goldblatt, 1990 ) because, in addition to its broad geographical distribution, only three nonmolecular characters define the subfamily: bipinnate rhipidia, a blue perianth, and a fugacious flower. The latter two are also found in Iridoideae and cannot be assessed robustly by outgroup comparison since they are homoplasious both within Iridaceae and outgroups. The inflorescence type (rhipidium) in particular is unique to Iridaceae, and thus it is impossible to independently assess which condition is plesiomorphic (Isophysis has single flowers and is thus of no assistance). Despite both the difficulties in providing a strong argument for the monophyly of Nivenioideae on morphological grounds and their nonmonophyly in the molecular phylogeny, constraining the subfamily to be monophyletic resulted only in a slight loss of parsimony (<1%). The paraphyly of this subfamily is thus suspicious because of extremely high levels of sequence divergence in the nivenioids and low levels in Ixioideae.

Ixioideae
Delimitation of the largely African subfamily Ixioideae is in accordance with most systems of classification of Iridaceae that have consistently accepted them as a distinct group (tribe Ixieae of Bentham and Hooker, 1883 ; Diels, 1930 ). Ixioideae are well defined by both morphological and anatomical characters. However, relationships within this subfamily remain ambiguous due to the lack of divergence in these plastid DNA regions. Several groupings do emerge in the combined analysis. Tribe Watsonieae are split into two well-supported groups, with the exception of Savannosiphon, which falls into an unsupported position within Ixieae. One of these groups, composed of Therianthus and Micranthus, appears to be associated with the monogeneric tribe Pillansieae. These three taxa are embedded in the partly unresolved tribe Ixieae.

Sampling for Ixioideae may be improved, but it appears that the plastid regions used to reconstruct this phylogeny do not exhibit enough variation to resolve the relationships within this apparently rapidly radiating subfamily. Improved resolution may be achieved by sequencing more variable nuclear ribosomal DNA (nrDNA) regions, for example the nuclear internal transcribed spacer region (ITS). However, within many genera of Iridaceae ITS rDNA appears to exist in a series of highly divergent, paralogous repeats at different chromosomal locations (Chase et al., unpublished data), which makes the ITS region difficult to use for phylogenetic reconstruction.

Iridoideae
Subfamily Iridoideae sensu Goldblatt (1990) emerges as a monophyletic group in the combined analysis with bootstrap of 99%. Many tribal groupings are also well supported and mostly in accordance with those outlined by Goldblatt (1990) . The exceptions to the tribal groupings sensu Goldblatt (1990) are the placement of two members of tribe Sisyrinchieae: Bobartia and Diplarrhena. In Goldblatt's scheme, Bobartia is the only South African member of the tribe, but the molecular data place Bobartia in a clade with representatives of tribe Irideae (Europe/Africa), a position that has been considered but not supported by any prior cladistic analysis (Goldblatt and Rudall, 1992 ). Diplarrhena is unusual within Iridaceae because it possesses only two stamens, whereas three stamens are otherwise uniform in the family. The combined molecular analysis positions Diplarrhena as sister to Iridoideae, in which it is probably best accommodated as a monogeneric tribe. The effects of combination of data sources are particularly apparent within this subfamily. No individual data set alone adequately resolves or provides support for the monophyly of the subfamily and its tribal groupings. The topology of the combined tree may be seen as representing the additive signals of all three data sets. A similar pattern for the placement of both Bobartia and Diplarrhena was obtained by Donato, Leach, and Conran (2000) using ITS2 nrDNA sequences, although the position of the latter cannot be properly assessed because it was assigned as the outgroup.

In conclusion, this study strongly supports directly combining data for systematic inference when more than one data set is available even if "combinability" tests indicate incongruence. Combining consensus trees would not resolve the positions of Diplarrhena and Patersonia, for example. As pointed out by Huelsenbeck, Bull, and Cunningham (1996) , separating sampling error from incongruence is difficult, and thus we advocate a node-by-node approach to this issue, in agreement with the conclusions of Wiens (1998) . Further work on Iridaceae should include the combination of nonmolecular characters with additional DNA sequence data, which may provide greater resolution within Ixioideae in particular.


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    FOOTNOTES
 
1 The authors thank Sir G. Prance for collection of material of Geosiris, J. Bruhl for material of Isophysis, and A. de Bruijn for technical assistance. This research was supported by the Royal Botanic Gardens, Kew. Back

6 Author for reprint requests (m.chase{at}rbgkew.org.uk ). Back


    LITERATURE CITED
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 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
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