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(American Journal of Botany. 2001;88:1469-1478.)
© 2001 Botanical Society of America, Inc.


Ecology

Heterophylly in the yellow waterlily, Nuphar variegata (Nymphaeaceae): effects of [CO2], natural sediment type, and water depth1

John E. Titus2 and P. Gary Sullivan3

Department of Biological Sciences, Binghamton University, Binghamton, New York 13902 USA

Received for publication November 14, 2000. Accepted for publication March 22, 2001.


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
We transplanted Nuphar variegata with submersed leaves only into natural lake sediments in pH-, [CO2]-, depth-, and temperature-controlled greenhouse tanks to test the hypotheses that more fertile sediment, lower free [CO2], and shallower depth would all stimulate the development of floating leaves. Sediment higher in porewater [NH4+] favored floating leaf development. Low CO2-grown plants initiated floating leaf development significantly earlier than high CO2-grown plants, which produced significantly more submersed leaves and fewer floating leaves. Mean floating leaf biomass was significantly greater than mean submersed leaf biomass but was not influenced by CO2 enrichment, whereas mean submersed leaf biomass increased 88% at high [CO2]. At the shallower depth (35 cm), floating leaves required 50% less biomass investment per leaf than at 70 cm, and a significantly greater proportion of plants had floating leaves (70 vs. 23–43% at 35 vs. 70 cm, respectively) for the last three of the eight leaf censuses. Sediment type, water depth, and especially free [CO2] all can influence leaf morphogenesis in Nuphar variegata, and the development of more and larger submersed leaves with CO2 enrichment favors the exploitation of high [CO2] when it is present in the water column.

Key Words: amphibious plants • aquatic plants • floating leaves • heterophylly • Nuphar • Nymphaeaceae • plasticity • submersed leaves


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Intraplant variation in leaf traits such as size, shape, thickness, and pigmentation is widespread. Heterophylly, the existence of two or more leaf types on the same plant (Sculthorpe, 1967 ), may result from a rigid developmental program in which juvenile leaves are distinct from adult leaves (heteroblastic development; Briggs and Walters, 1984 ; Kerstetter and Poethig, 1998 ) or, at the other extreme, from plastic plant responses to sharply varying environmental regimes prevailing at different times and/or for different regions of the same plant. Amphibious plants, those with both submersed and floating or aerial leaves, have long been subjects of investigations on heterophylly (Arber, 1920 ; Sculthorpe, 1967 ; Hutchinson, 1975 ). These plants typically are confronted with abruptly different microenvironments—air and water—that contrast strikingly as media for plant life (Maberly and Spence, 1989 ; Denny, 1993 ), and heterophylly in amphibious plants is thought to be a means of contending with this environmental variation. For example, the cuticle of floating or aerial leaves affords a regulation of water loss that is unnecessary for submersed leaves, which typically have poor cuticle development. Also, floating leaves are likely to have greater access to CO2 for photosynthesis than are submersed leaves because the diffusivity of CO2 is several orders of magnitude greater in air than water, and because near-leaf fluid depleted in CO2 (i.e., due to CO2 uptake) is more readily replaced in air due to its much lower dynamic viscosity (Denny, 1993 ). Submersed leaves in heterophyllous plants are typically thinner or more dissected, traits that help counter the lower availability of CO2 in water (Sculthorpe, 1967 ).

Among aquatic plants with plastic developmental responses to environmental variation, some produce different leaf types from meristems exposed to underwater vs. aerial environments (e.g., Ranunculus aquatilis, at least within some photoperiodic constraints; Cook, 1969 ). Similarly, others first develop floating or aerial leaves while still underwater, as the plant grows up through the water column and is exposed to conditions typically indicating the proximity of the surface, such as low red : far red ratios (e.g., Bodkin, Spence, and Weeks, 1980 ) and high flux densities of blue light (e.g., Lin and Yang, 1999 ). Abscisic and giberellic acids may mediate morphogenic responses to external environmental conditions (Anderson, 1978, 1982 ; Kane and Albert, 1983 ; but see Lin and Yang, 1999 ). Still other plants, for example the water fern Marsilea (Allsopp, 1965 ), appear to develop aerial leaves in response to internal nutrient status: those plants that garner more resources develop larger meristems, along with a greater potential to produce floating or aerial leaves (Allsopp, 1965, 1967 ).

The primary goal of this research was to test the effect of essentially natural variations in environmental conditions on leaf types developed by Nuphar variegata Durand (the yellow waterlily). This inquiry was driven by our field observations of a population of this Nuphar species with abundant submersed leaves—quite atypical in our experience. The site, Otselic Pond, is naturally acidic (pH {approx} 4.7), with high CO2 concentrations (~70–100 µmol/L) and highly organic, loosely consolidated sediment. While we are most interested in identifying conditions favoring submersed leaf development, we frame our hypotheses below in terms of floating leaf development. This is because floating leaf production represents a developmental switch, both in the normal ontogeny of these plants, which begin life with submersed leaves, and for our experimental plants, which also initially had only submersed leaves.

Our first hypothesis is that more fertile natural sediments, i.e., those with greater availability of ammonium and/or phosphate, promote greater development of floating leaves than less fertile sediments. The premise is that greater resource availability promotes growth and development, including that of the potentially costlier floating leaves. The few reports on the effects of mineral nutrition on morphogenesis in heterophyllous plants that have appeared are conflicting. For example, Edwards and Allsopp (1956) found that lower nutrient levels favored juvenile leaves in Marsilea, whereas Njoku (1957) determined that nutrient excess favored more juvenile leaf traits in Ipomoea. Our hypothesis is more consistent with Edwards and Allsopp (1956) .

Our second hypothesis is that relatively low [CO2] favors the development of floating leaves over submersed leaves. This is consistent with our field observations of abundant submersed leaves in a high CO2 pond, and perhaps with Bristow and Looi (1968) and Bristow (1969) , who reported that high [CO2] favored the development of water leaf traits in three amphibious species. The following alternative hypothesis, however, also seems reasonable: CO2 enrichment promotes the development of floating leaves, much as hypothesized for mineral resources in more fertile sediments, i.e., simply because it represents greater resource availability and thus accelerates growth and development.

Our third primary hypothesis is that shallower water favors the development of floating leaves. Depth is a complex gradient (Spence, 1982 ), but a key component of it is that light availability decreases with increasing depth. Past literature has reported that low light favors submersed leaves in several taxa (Sculthorpe, 1967 ). This is consistent with our secondary hypothesis that the cost of producing floating leaves, as indicated by mean leaf biomass, should be greater for plants at greater depth, if for no other reason than that petioles must be longer to reach the surface. A corollary is that the cost of producing floating leaves in shallow water, which we expect to be greater than the cost of producing the thinner, shorter-petioled submersed leaves at the same depth, can more readily be met by the benefit of the ensuing greater CO2 availability to floating leaves. For a potentially heterophyllous plant such as Nuphar variegata, then, depth influences access to atmospheric CO2 as well as light availability.

The effects of sediment type, [CO2], and depth on floating vs. submersed leaf production are the primary foci of this study. In addition, our experiments afforded us the opportunity to test secondary hypotheses on mean leaf mass and to characterize the seasonal timing of leaf development under controlled conditions.


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Study species and sediments
Nuphar variegata (Nymphaeaceae; the yellow waterlily) is a perennial from a stout rhizome commonly found in a broad range of shallow water habitats in the northern United States and southern Canada (Hellquist and Crow, 1984 ). It is typically considered a floating-leaved macrophyte with few or no submersed leaves (e.g., Gleason and Cronquist, 1991 ), but underwater seedlings produce submersed leaves before any floating leaves appear (in this paper, we use "underwater" to refer to microhabitat and "submersed" to refer to leaf type). There is thus a strong ontogenetic component over the plant's lifetime to heterophylly in this species. There also appears to be a strong seasonal component: in the source population for these experiments, most if not all plants have only submersed leaves prior to floating-leaf development in spring and after floating-leaf senescence in fall.

Submersed leaves in Nuphar are flaccid, appreciably thinner than floating leaves, and translucent with wavy margins, little cuticle development, and no stomata (Sculthorpe, 1967 ), all in contrast to the more rigid floating leaves with well-developed cuticle and stomata on adaxial surfaces. Floating leaves may have greater rates of CO2 fixation due to the presumed greater availability of CO2 in air cited above, although free CO2 concentrations well above saturation in Otselic Pond, the site for the source population used in this study, may serve to counter this pattern (Frost-Christensen and Sand-Jensen, 1995 ). A second potential benefit of floating leaves is increased light availability, perhaps especially in Otselic Pond, where submersed leaves are often densely covered by filamentous algae by midsummer (J. E. Titus, personal observations). A third benefit in this species is pressurized ventilation (Dacey, 1980 ), a mechanism by which O2 is transported from floating leaves into rhizomes lying in anaerobic sediments. A possible detriment of floating leaves, in addition to the expected greater costs of leaf construction, is that they may be subject to greater herbivory in some Nuphar populations (Kouki, 1993 ). Herbivory on submersed leaves, however, as well as on floating leaves before they reach the surface, is just as evident in Otselic Pond as is herbivory on floating leaves (J. E. Titus, personal observations). Further, Cronin, Wissing, and Lodge (1998) reported greater herbivory on submersed than floating leaves in another Nuphar variegata population.

Only natural lake sediments were used. In experiment 1 (see Experimental Design below), we used sediment collected from alkaline Otsego Lake (Otsego County, New York, USA) and anthropogenically acidified (Charles, 1984 ) Big Moose Lake (Hamilton County, New York, USA) because we knew the former had significantly higher bulk density and lower organic content (Table 1), both indirect indicators of greater fertility in nonsandy sediments (Barko and Smart, 1986 ). In confirmation, porewater [NH4+] and soluble reactive phosphate (SRP) concentrations were fivefold and 3.5-fold higher, respectively, in Otsego sediment (Table 1). We measured NH4+ because little if any nitrate is expected in typically anaerobic lake sediments. All differences between these two sediments were statistically significant (Titus, 1992 ).


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Table 1. Sediment traits for the four sediment sources used in experiments 1 (Big Moose and Otsego) and 2 (Otselic and Chenango). Bulk density and loss on ignition were determined on bulk samples, while pH, [NH4+], and [SRP] were determined on porewater samples from equilibrators (see Titus, 1992 for methods). Means shown with SE (except pH, for which ranges are given) and N. Big Moose and Otsego values are from Titus (1992, Table 1) with permission. Within each experiment, sediments differed significantly (P < 0.05 or lower according to t tests) except P > 0.05 for [NH4+] in Otselic vs. Chenango

 
In experiment 2 (see below), we contrasted Nuphar responses to sediment from alkaline Chenango Lake (Broome County, New York, USA) and naturally acidic Otselic Pond (Cortland County, New York, USA). For Chenango Lake sediment, bulk density determined after drying sediment samples at 105°C was far greater (Table 1; P < 0.001 according to a t test), while organic content, as estimated by loss on ignition determined after ashing at 550°C (Allen, Grimshaw, and Rowland, 1986 ), was far lower (P < 0.0001). Porewater SRP concentrations were far greater (Table 1; P < 0.001), but [NH4+] values did not differ significantly in Chenango vs. Otselic sediment. Thus, the first pair of sediments differed significantly in both [NH4+] and [SRP], while the second pair differed significantly only in [SRP].

Experimental design
Experiment 1
To test the hypothesis that greater sediment fertility promotes the development of floating leaves, 24 field-collected Nuphar plants with only submersed leaves were sorted into six size classes to control for possible size effects on floating leaf development (subsequent analysis showed that size class had no significant effect on floating leaf production). For each size class, the four similar plants were blindly assigned to the two sediment types (less fertile Big Moose and more fertile Otsego), with one per sediment type in each of two replicate greenhouse tanks. We treated this as a randomized complete block design, with sediment type as the treatment of interest and tank as the block. All of these plants were grown at the same [CO2] and at the same depth.

Experiment 2
To evaluate the effects of free [CO2] and to retest the effect of sediment type on submersed leaf development, 40 field-collected Nuphar plants with only submersed leaves were separated into five size classes based on initial fresh mass. The eight plants in each class were randomly assigned to native (Otselic) vs. alkaline lake (Chenango) sediment and to low vs. high [CO2] treatments. Each of the two tanks randomly assigned to each CO2 level contained a representative of each initial size class on each sediment type, for a total of ten pots per tank in a nested (tank within [CO2]), split-plot (sediment type within each tank) design. All of these plants were grown at the same depth.

Experiment 3
To test the hypothesis that greater depth favors submersed leaf development and increases the cost of leaf construction (and to retest free [CO2] influences on submersed leaf development), the same nested, split-plot design as used in experiment 2 was followed, except that water depth rather than sediment type was varied within each tank. All of these plants were grown on the same alkaline lake (Chenango) sediment.

Experiments 2 and 3 were run simultaneously and had in common the set of plants on alkaline lake sediment in "deep" water, so that each tank contained a total of 15 plants: five were placed deep after planting in native acidic pond sediment, five deep on alkaline lake sediment, and five shallow on alkaline lake sediment.

Planting, environmental control, data collection, and harvesting
For all three experiments, small Nuphar plants with roots and rhizomes intact and with only submersed leaves were collected from Otselic Pond and transplanted ~2–3 cm deep into sediment 15 cm deep in 16-cm (top diameter) plastic pots. They were immersed in a culture solution containing 0.315 mmol/L CaCl2, 0.075 mmol/L KHCO3, and 0.14 mmol/L MgSO4, modified from Smart and Barko (1985) , within 1200-L fiberglass tanks in the Binghamton University Research Greenhouse. Horizon 5997 pH controllers (Cole Parmer Instruments, Vernon Hills, Illinois, USA) maintained pH at 5.0 ± 0.2 units by automatic dropwise addition of 0.4 mol/L HCl when pH rose above 5.2; 0.4 mol/L NaOH was added manually if pH declined below 4.8. At pH 5 and 23°C, ~96% of the inorganic carbon present is in the form of free CO2, with the remainder present as HCO3. Remcor CFF-500 refrigerated circulators (Remcor Products, Franklin Park, Illinois, USA) controlled water temperature at 23 ± 2°C and, along with bubbling compressed air streams, provided continuous mixing. Monitoring included daily temperature and pH measures as a check on circulators and pH controllers and occasional specific conductance measures with a Radiometer CDM 80 conductivity meter (Radiometer America, Westlake, Ohio, USA). Specific conductance remained below 400 µS/cm in all experiments.

Experiment 1
Plants were collected on 6 June 1994 and transplanted later that day into either Big Moose or Otsego (more fertile) sediment. Tank water depth, initially 45 cm above plant bases, was raised to 70 cm above plant bases on day 16 of the experiment—before any floating leaf development was evident—to more closely approximate the depth from which plants were collected. Tanks were covered with a layer of neutral density shadecloth (Lumite 25; Chicopee, Cornelia, Georgia, USA), which reduced incident quantum flux density by about one-third. Counts of submersed and floating leaves for each plant were made on days 3, 18, 22, 49, 67, and 94.

Experiments 2 and 3
Plants were collected on 1 June 1995. Initial leaf counts were made on 2 June (day 0), and plants were transplanted on 3 June. Each intact plant was gently shaken, but not blotted, prior to fresh mass measurement. The five initial fresh mass classes were 1.8–2.2 g, 2.3–2.7 g, 2.8–3.3 g, 3.5–4.3 g, and 4.3–6.3 g. Tank water depth was 70 cm above the sediment for the 20 plants in Otselic sediment and for half of the 40 plants in Chenango sediment. The remaining 20 Chenango sediment plants were raised on plastic crates to a depth of 35 cm. The plants grown at 70 cm on Chenango sediment were shared between the two experiments. Tanks were randomly assigned to CO2 levels, with two at low [CO2] (in equilibrium with an unenriched, bubbling airstream) and two at high [CO2] (enriched due to higher [CO2] in the bubbling airstream as controlled by a Tylan FC-280 mass flow controller with an RO-28 control unit [Tylan, Carson, California, USA]). Mean CO2 level, as determined by regular monitoring of tank water samples for total dissolved inorganic carbon with infrared gas analysis (Model 225 Mk II gas analyzer, Analytical Development, Hertfordshire, UK; Hewlett-Packard 3390A Integrator, Hewlett-Packard, Avondale, Pennsylvania, USA), was ~20 µmol/L CO2 for low CO2 tanks and ~125 µmol/L CO2 for high CO2 tanks.

On days 8, 23, 37, 51, 66, 81, 94, and 110 of the experiment, all new submersed and floating leaves produced since the previous sampling were distinguished, tagged with a short section of clear vinyl tubing around the petiole, and tallied. With correction for the length of the prior interval between leaf censuses, these tallies were converted to rates of new leaf production per week. Plants were harvested on day 110 (20 September), rinsed carefully, and shaken before final fresh mass and leaf lengths were measured, and dry mass was determined separately for roots, rhizomes, submersed leaves, and floating leaves after drying at 85°C. For each plant, the mean dry mass per leaf was determined for each leaf type present at harvest. The mean of these means was compared statistically.

Statistical analysis
For some of the leaf count data in all three experiments (especially number of floating leaves and the ratio of floating leaves to total leaf number), marked nonnormality occurred (P < 0.001 for the Shapiro-Wilk statistic determined using SAS PROC UNIVARIATE; SAS Institute, 1990 ) and could not be remedied with data transformations. We therefore used Friedman's nonparametric test (Zar, 1984 ) for the two-way, randomized complete block design of experiment 1, and Zar's (1984) extension of Kruskal-Wallis nonparametric ANOVA (analysis of variance) for the nested, split-plot design of experiments 2 and 3. In both cases, analyses were based on midsummer leaf census data because the maximum development of floating leaves occurred then (see below).

To gauge differences in the time passing before floating leaves were first produced in low- vs. high-[CO2] grown plants, the number of intervals between leaf censuses without floating leaves for all plants in experiments 2 and 3 combined were compared (via a {chi}2 test). Mean leaf dry mass for submersed vs. floating leaves grown in low vs. high [CO2] was compared via parametric two-way analysis of variance. These two-way (leaf type x [CO2]) leaf mass data were first log-transformed (without first adding 1) because we wished to test the a posteriori interaction hypothesis that the effect of [CO2] on mean leaf mass was proportionally the same for submersed and floating leaves. This null hypothesis is supported if the differences between the mean of log-transformed leaf mass are the same at both CO2 levels.


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Experiment 1: effects of sediment type
The mean number of submersed leaves per plant increased gradually from nearly 4 present at the beginning of the experiment in late spring to ~6 at the maximum on day 49 (25 July) in both treatments (Fig. 1), then declined. Floating leaves, absent on day 18, were first tallied on day 22 (28 June) for plants on both sediments, were most abundant in midsummer, and were clearly much more abundant on plants grown on the richer Otsego Lake sediment (Fig. 1b vs. 1a). The total number of leaves present increased by means of 2.8 and 5.4 leaves/plant on Big Moose and Otsego sediment, respectively, before declining after midsummer.



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Fig. 1. Seasonal pattern of mean number of submersed (shaded) and floating (stippled) leaves present per plant for plants grown on (a) less fertile (Big Moose) and (b) more fertile (Otsego) sediment in experiment 1

 
At the time of maximum abundance of floating leaves (day 67 = 12 August), the number of submersed leaves present per plant was very similar for the two sediment treatments (Fig. 2a), but the number of floating leaves was nearly sixfold higher for plants grown on the more fertile sediment (P < 0.001; Table 2), prompting a near doubling of total leaf number (P < 0.001) and a sharp increase in the percentage of floating leaves from 14 to 49% (Fig. 2b; P < 0.001).



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Fig. 2. Leaf census data for midsummer in experiment 1. Means shown with SD for (a) number of submersed leaves (Sub), number of floating leaves (Flt), and total number of leaves (Tot) per plant, and for (b) the ratio of the number of floating leaves to the total number of leaves for plants grown on less fertile (stippled; Big Moose) and more fertile (shaded; Otsego) sediments

 

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Table 2. Summary of Friedman's (nonparametric) tests on leaf count data in midsummer (12 August) of experiment 1. Chi-squared values given are corrected for tied ranks in the randomized complete block design (Zar, 1984) for plants grown on relatively infertile (I; Big Moose) and fertile (F; Otsego) sediments. ***P < 0.001; and ns = P > 0.05

 
Experiment 2: effects of [CO2] and sediment type on midsummer leaf counts
Fig. 3 and Table 3A document the significantly greater number of submersed leaves and smaller number of floating leaves (P < 0.05 in both cases) produced at high [CO2] by midsummer (23 July), as well as the significantly lower (P < 0.01) ratios of floating leaves to total leaves: >40% of leaves produced in low [CO2] treatments were floating, while only 3 and 18% of leaves produced by plants grown at high [CO2] on Otselic and Chenango sediment, respectively, were floating. Despite pronounced differences in sediment characteristics between the acidic pond and alkaline lake sediment used, and the strong effect of sediment in experiment 1, there were no significant main effects of sediment or CO2 x sediment interactions in experiment 2 (Table 3a). The total number of new leaves did not vary significantly among treatments.



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Fig. 3. New leaves produced per plant by midsummer in experiment 2. Means shown with SD for (a) number of submersed leaves, (b) number of floating leaves, (c) total number of leaves, and (d) ratio of number of floating leaves to total number new leaves for plants grown at low (L) and high (H) [CO2] on acidic pond (O = Otselic) and alkaline lake (C = Chenango) sediments

 

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Table 3. Summary of Kruskal-Wallis analyses on counts of new leaves produced by midsummer by plants grown in the two-way factorial (a) experiment 2 featuring [CO2] and sediment type (Fig. 3) and (b) experiment 3 featuring [CO2] and water depth (Fig. 4). Kruskal-Wallis H values are given for main effects and interactions. No plot (tank) effects were significant in these nested, split-plot designs. *P < 0.05; **P < 0.01; ***P < 0.001; and ns = P > 0.05

 
Experiment 3: effects of [CO2] and depth on midsummer leaf counts
At high [CO2], significantly more submersed leaves (Fig. 4a; Table 3b: P < 0.001) and fewer floating leaves (Fig. 4b; P < 0.01) were produced by 23 July in experiment 3 as well, resulting in a significant negative effect of [CO2] on the proportion of floating leaves produced (Fig. 4d; P < 0.001). There was also a marginally significant positive effect of [CO2] on the total number of leaves produced. No depth or [CO2] x depth interaction effects were significant (Table 3b), despite the trend (Fig. 4b) that floating leaf production was favored most with the combination of low [CO2] and shallow depth.



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Fig. 4. New leaves produced per plant by midsummer in experiment 3. Means shown with SD for (a) number of submersed leaves, (b) number of floating leaves, (c) total number of leaves, and (d) ratio of number of floating leaves to total number of new leaves for plants grown in relatively shallow (S = 35 cm) and deep (D = 70 cm) water at low (L) and high (H) [CO2]

 
Water depth, however, did influence the percent of plants with floating leaves (Fig. 5): percentages were broadly similar from late spring until midsummer, then became significantly different (t6 = 3.28 [P < 0.05], 5.48 [P < 0.01], and 3.06 [P < 0.05] for days 81, 94, and 110, respectively) late in the season as 60–70% of shallow-grown Nuphar retained floating leaves, while deep-grown plants declined from a high of 51% in midsummer to 23% in late summer.



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Fig. 5. Seasonal pattern for percentage of plants with floating leaves for plants grown in experiment 3 in shallow (35 cm; inverted triangles) and deep (70 cm; triangles) water. Asterisks indicate dates when a significantly higher proportion of plants had floating leaves in shallow water according to a t test (*P < 0.05; **P < 0.01)

 
Experiments 2 and 3: seasonal patterns of leaf production
Seasonal patterns of rates of new leaf production were similar for the three treatments of experiments 2 and 3 combined (Fig. 6): there was an early season peak in the rate of submersed leaf production—essentially immediately after the experiment began on native (Otselic) sediment but after a short lag period on the alkaline lake (Chenango) sediment—followed by a decline to lower rates for much of the growing season and capped off in September (days 94 and 110) by higher rates (Fig. 6a, b, c). Rates of floating leaf production followed the inverse pattern, being at or near 0 in early and late season, and highest in midseason (Fig. 6d, e, f). In general, in high [CO2] treatments, rates of submersed leaf production were higher and rates of floating leaf production were lower, leading to substantially lower proportions of floating leaves being produced in most cases (Fig. 6g, h, i).



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Fig. 6. Seasonal pattern of rate of production of new submersed (a, b, c) and floating leaves (d, e, f; number of leaves per plant per week) and ratio of new floating leaves produced to total number of new leaves (g, h, i) for plants grown at low (circles) and high (squares) [CO2] on alkaline lake (Chenango) sediment at 35 (a, d, g) and 70 cm (b, e, h) depth and on acidic bog pond (Otselic) sediment at 70 cm depth (c, f, i; experiments 2 and 3)

 
For all high CO2-grown plants, the first new leaf produced after transplanting was submersed. In contrast, the first new leaf produced was a floating leaf for at least 11 of the 30 low CO2-grown plants (and possibly an additional 7: for these 7, floating and submersed leaves appeared during the same census interval and their order could not be determined). This indicates a rapid response to experimental conditions and a flexible developmental program. In all, 33 plants eventually produced floating leaves. Of these, 27 (82%) subsequently ceased floating leaf production and reverted to producing submersed leaves. The date by which reversion had occurred varied from day 51 (23 July) to day 110 (20 September).

The time elapsed before the production of the first floating leaf was significantly less in low CO2-grown plants (2.2 vs. 3.8 census intervals; {chi}2 = 25.6; P < 0.001 for 7 df): 57% of low CO2-grown plants produced their first floating leaf before any high CO2-grown plants produced a floating leaf. This lag is evident in Fig. 6d, e, and f.

Experiments 2 and 3: mean leaf mass
The cost of producing a leaf, as measured by mean leaf biomass, is several-fold greater for floating leaves than for submersed leaves regardless of [CO2] and at high [CO2] increases 88% for submersed leaves, but only 13% for floating leaves (Fig. 7a). Parametric ANOVA results from testing log-transformed leaf mass data were as follows: F1,70 for main effects of leaf type = 92.1 (P < 0.001); F1,70 for main effects of [CO2] = 8.51 (P < 0.01); and F1,70 for the leaf type x [CO2] interaction = 6.36 (P < 0.05). That is, the proportional effect of CO2 enrichment on mean leaf mass is significantly greater for submersed leaves. Indeed, according to Tukey's means comparison test, the [CO2] effect is significant (P < 0.05) for submersed leaves, but not for floating leaves (Fig. 7a).



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Fig. 7. Individual leaf dry mass expressed as means of mean values for each plant with the appropriate leaf type at harvest (20 September) shown with SE (a) for submersed (Sub) and floating (Flt) leaves of all plants grown at low (L) and high (H) [CO2] for experiments 2 and 3 combined, and (b) for floating leaves of experiment 3 plants grown at high [CO2] in shallow (35 cm) and deep (70 cm) water. Lowercase letters differ for means significantly different (P < 0.05) according to Tukey's means comparison test

 
Mean mass of floating leaves was twice as great (t7 = 3.86; P < 0.01) for plants grown in deep water than in shallow water (Fig. 7b). Leaf size as measured by blade length did not differ significantly for these two treatments (3.7 cm for deep water plants vs. 3.0 cm for shallow water plants; t14 = 1.72, P > 0.05), suggesting that the mass difference was primarily attributable to the longer petioles required to reach the water surface in deeper water.


    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Heterophylly and sediment type
There was a very strong effect of sediment type on floating leaf and consequently total leaf production in experiment 1 (Figs. 1, 2; Table 2), supporting our first hypothesis. The increased floating leaf development found on more fertile sediment is consistent with the idea that greater resource availability may simply accelerate normally heteroblastic development. Caution is warranted, however, because (a) the timing of floating leaf development did not appear to differ between treatments, with the first floating leaves appearing at about the same time—between days 18 and 22 (Fig. 1). Further, (b) sediment fertility per se was not manipulated, and sediment type is a complex variable, i.e., differences other than those measured could influence plant development. We also note that (c) the sediments used in experiment 2 yielded similar, rather than contrasting, patterns of new leaf production (Fig. 3, Table 3a), although the very lowest percentage of floating leaves recorded in this study (3%) was for plants grown at high [CO2] on Otselic Pond sediment, arguably the least fertile of the four sediments used in this study (Table 1). Due to high variation in this ratio, however, we were unable to detect sediment effects in experiment 2.

It is possible that nitrogen availability is of particular importance to the development of floating leaves. This could account for the significant sediment effect in experiment 1, in which porewater [NH4+] was fivefold greater in the sediment yielding more floating leaves, and the lack thereof in experiment 2 (Fig. 3), in which porewater [NH4+] did not differ significantly between the two sediments. More direct manipulation of NH4+ availability would be needed to test this hypothesis. Phosphate availability, at least as measured by porewater [SRP], is not so clearly correlated with floating leaf production in this study. We conclude that sediment type may have a pronounced effect on floating leaf production, as it did in experiment 1, but also that even very different sediments may yield similar patterns (experiment 2).

There is a hint of a different sediment effect in experiment 2, namely the lag between the early season peak of new submersed leaf production on native acidic pond sediment vs. alkaline lake sediment (Fig. 6c vs. 6a and b). This may reflect time required for acclimation to a foreign sediment. Overall, however, the transplanted Nuphar plants and their roots appear to have made a ready adjustment to a very different sediment type in this experiment.

Heterophylly and [CO2]
Our most consistent effect on leaf type arose from the two CO2 enrichment tests (experiments 2 and 3). High [CO2] stimulated submersed leaf development and disfavored floating leaf development, in both absolute and relative terms (Figs. 3, 4, 6). Further, low CO2-grown plants showed a strong tendency to produce floating leaves sooner. Our data favor the argument that morphogenesis in Nuphar variegata is sensitive to the vertical distribution of CO2 availability in its natural habitat. This is in a sense analogous to the "foraging" of root systems with local proliferation in zones of high resource availability (Hutchings and de Kroon, 1994 ). Aside from its effects on morphogenesis, CO2 enrichment appears to favor greater allocation to individual submersed leaves, although not to individual floating leaves (Fig. 7a). This, too, could effect a greater exploitation of high dissolved free CO2 and helps account for the greater growth rate of CO2-enriched plants (J. E. Titus, unpublished data) despite insignificant (Fig. 3c; Table 3a) or slight (Fig. 4c; Table 3b) changes in total new leaf production.

Our findings are consistent to a degree with those of Bristow and Looi (1968) and Bristow (1969) . They reported that high [CO2] favored the development of submersed-type leaves in three species, but their plants were grown in air with far higher levels of CO2—their lowest level of CO2 enrichment was 0.65%, or >20 times ambient levels used in their experiment, and their highest was 50%. They believed, however, that the source stream for one of their experimental plant populations had a free [CO2] as high as 280 µM, or ~20 times the level expected for water in equilibrium with the atmosphere, so that morphogenesis in that stream could be influenced by the relatively high [CO2]. It is difficult to compare the availabilities of CO2 in air and water when at essentially the same volumetric concentration because of the great differences in gas diffusivity and mass flow regimes, but we reach the same conclusion: natural systems exist with high enough free [CO2] (see also Titus, Feldman, and Grisé, 1990 ; Cole et al., 1994 ) to influence the determination of leaf type.

Heterophylly and depth
Testing the effect of depth yielded mixed results: there was no significant effect of depth on midsummer leaf count data (Fig. 4; Table 3b), but later in the season, the percentage of plants with floating leaves was significantly greater for plants grown in shallower water (Fig. 5). The corollary that deeper water favors submersed leaves is an intuitively comfortable notion because floating leaves are more costly to produce in deeper water than in shallower water (Fig. 7b), and floating leaves are more costly to produce than submersed leaves (Fig. 7a). This is consistent with the classic pattern of zonation among species, with floating-leaved plants typically dominant in shallower water and submersed macrophytes in deeper water (Sculthorpe, 1967 ; Spence, 1982 ), presumably because the benefits of floating leaves are outweighed by increasing costs as depth increases.

In any factorial experiment, the levels chosen for each factor may influence the outcome. A depth difference >35 cm (35 vs. 70 cm) might have had a greater impact on plant developmental pattern, but our experimental options were restricted by tank dimensions. These depths, however, represent an ecologically meaningful range for Otselic Pond, much of which is ~70–80 cm deep, but drops 20–30 cm in a drought year such as 1999 (J. E. Titus, personal observations).

We note that the prevailing conditions in Otselic Pond in nondrought years, i.e., Otselic Pond sediment as the substrate, relatively great depth, and high free [CO2], all tend to favor submersed leaf development, albeit not strongly so in the case of sediment and depth effects.

Rates and seasonal patterns of leaf production
The seasonal patterns of submersed vs. floating leaf production are not markedly different among the three sediment x depth combinations (Fig. 6). They are a rough match to the pattern described for floating leaves of Nuphar lutea in Finland by Kouki (1991) : there, floating leaf development began soon after ice thaw in midspring, remained near 1.5 new floating leaves·plant–1·wk–1 until early July, then gradually declined to zero by late August. We observed substantially lower rates of new floating leaf production, with a maximum rate of only ~0.4 new floating leaves·plant–1·wk–1 and ~0.7 total new leaves·plant–1·wk–1. Perhaps our relatively small plants (1.8–6.3 g initial fresh mass) with a history of growth in a relatively infertile acidic bog pond did not have the resources to support greater rates of leaf production.

Photoperiod, which was essentially natural for our experimental plants in the greenhouse, may have been a trigger for the seasonal shift from producing floating leaves in midsummer to submersed leaves in late summer. Wallenstein and Albert (1963) , Cook (1969) , and Kane and Albert (1983) showed that short days tend to favor submersed leaf development and long days tend to favor aerial leaf development in two heterophyllous species. For our data, however, the wide variation in the date by which this "reversion" occurred (from 23 July to 20 September) suggests a weak control by photoperiod, or perhaps an alternative mechanism such as energy limitation when daylength shortens and photosynthetically active radiation is reduced. The more costly floating leaves are produced when light is most available. Whatever the mechanism, floating leaves are eventually frozen as ice forms on the water surface in late fall, if they do not decay first, so that continued development of floating leaves into the fall at northern latitudes is unlikely to realize a net gain for the plant.

How might the type of heterophylly exhibited by this Nuphar population be characterized? Hutchinson (1975, p. 159) credited internal factors for the switch from submersed to floating leaves in the "very simple kind of heterophylly" that exists in Nuphar. There is an element of heteroblastic development, but there is clearly not a rigid pattern from juvenile, submersed leaves to adult, floating leaves. First, many of the submersed leaves observed in situ, whether before or after floating leaves on a seasonal basis, are sizable and cannot be considered to be juvenile leaves. Second, the great majority of plants that produced floating leaves in this study reverted to submersed leaf production by late summer, paralleling the apparent pattern for Otselic Pond plants. Contrary to Sculthorpe's (1967, p. 223) assertion, heterophylly is not confined to seedling stages or early season growth. Third, there is clearly an element of plasticity as shown by the environmental sensitivity of leaf developmental patterns in this study and as shown for the closely related Nuphar lutea by Kouki (1993) . While some of the conditions that favor submersed leaves (less fertile sediment, greater depth) might be thought to reflect a depletion of internal plant resources available to meristems, and thus limit the development of costlier floating leaves, the effects of CO2 enrichment cannot be regarded in this way; in this case, greater rather than lesser resource availability promotes submersed leaf development. However typified, the flexible pattern of leaf development exemplified by this Nuphar variegata population appears to facilitate effective exploitation of the vertical distribution of CO2 in aqueous vs. aerial microenvironments.


    FOOTNOTES
 
1 The authors thank Jason Rantanen, Kim Sternberg, and John Imbesi for assistance in the greenhouse, Don Padgett for confirmation of our identification of the study species, the Broome County Naturalists Club for permission to use Otselic Bog, the Howard Hughes Medical Institute for partial financial support via a grant to Binghamton University, and Dr. William Stein for constructive comments on the manuscript. Back

2 Author for reprint requests (tel: 607-777-2445, FAX: 607-777-6521, jtitus{at}binghamton.edu ). Back

3 Current address: The Wetlands Initiative, Suite 1015, 53 West Jackson Boulevard, Chicago, Illinois 60604 USA. Back


    LITERATURE CITED
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
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