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Systematics |
2Institut für Biologie, Systematische Botanik und Pflanzengeographie, Freie Universität Berlin, Altensteinstrasse 6, D-14195 Berlin, Germany; 3Institut für Systematische Botanik, Ludwig-Maximilians-Universität, Menzinger Strasse 67, D-80638 München, Germany
Received for publication December 7, 2000. Accepted for publication July 24, 2001.
| ABSTRACT |
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Key Words: Boraginaceae Boraginales Heliotropium Heliotropiaceae ITS1 Ixorhea molecular systematics morphology Schleidenia taxonomy Tournefortia
| INTRODUCTION |
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The Heliotropiaceae are small trees, lianas, shrubs, subshrubs, or perennial or annual herbs with pentamerous, tetracyclic flowers and actinomorphic corollas. They are characterized by a terminal style and a highly modified conical stigmatic head with a basal stigma and an infertile apex (conical style-stigma complex; Gürke, 1893
; Khaleel, 1978
). The fruits are one- or two-seeded mericarpids or drupes. The nature of the infrafamilial relationships of Heliotropiaceae are controversial. Linné (1753, 1767)
described three genera: Heliotropium L., Tournefortia L., and the monotypic Messerschmidia L. based on differences in habit and fruit shape. Subsequent authors segregated additional small, often monotypic genera, which were not widely accepted (e.g., DeCandolle, 1845
; Gürke, 1893
; Johnston, 1935
). The increasing confusion within the Heliotropiaceae led Förther (1998)
to complete a badly needed monographic study of Heliotropium and the genera closely associated with it.
Förther (1998)
recognized a total of
450 species in Heliotropiaceae (as Heliotropioideae [Schrad.] Arn.). Besides Heliotropium and Tournefortia, he accepted Argusia Böhm., Schleidenia Endl., and the monotypic genera Ceballosia Kunkel, Ixorhea Fenzl, as well as Nogalia Verdc. In addition, he proposed the new genus Hilgeria Förther, from the West Indies, into which he transferred three former Heliotropium species due to their prostrate herbaceous habit, subsessile single flowers, and pedicels strongly elongating after pollination. The small segregate genera differ mainly in aberrant fruit morphology and habit, and it is these differences that have caused the controversial discussion of their systematic position.
Narrowly endemic Ixorhea only occurs in the province of Salta in Argentina. It is a resinous shrub with four unusually large (up to 10 mm long), winged mericarpids. The systematic relationships of Ixorhea within the Heliotropiaceae are unknown. It is the only taxon in Heliotropiaceae that has never been associated with either Heliotropium or Tournefortia (Fenzl, 1886
; Spegazzini, 1901
; Hauman, 1922
; Di Fulvio, 1978
). Ceballosia is a shrub of the Macaronesian Islands with two-seeded mericarpids that have striking surface protuberances. Its systematic position was also unresolved prior to this study. Previous authors either included Ceballosia in Tournefortia (Roemer and Schultes, 1819)
, Heliotropium (Kuntze, 1891)
, or remained uncertain about its position (Johnston, 1935
). Hilger (1989)
and Förther (1998)
considered Ceballosia as a possibly relict link between Tournefortia and Heliotropium. Pantropical Schleidenia is distinguished by herbaceous habit, pedicellate, apparently solitary flowers, and drupaceous fruits. While Gürke (1893)
and Johnston (1928)
reduced it to synonymy under Heliotropium, Förther (1998)
reestablished its generic rank. The species of Central Asian Argusia are characterized by perennial herbaceous habit and two-seeded, trichomatose mericarpids with a corky exocarp. Johnston (1935)
redefined the generic name Messerschmidia L. for this taxon and transferred three species of Tournefortia to it, based on their exocarp characters. This name was still used by Riedl (1967)
in his Flora Iranica, but Dandy (1972)
, Heine (1976)
, and Czerepanov (1981)
step by step transferred each Messerschmidia species to Argusia as the appropriate name. Another benefit of this transfer was the elimination the generic name Messerschmidia (also spelled Messersmidia and Messerschmidtia), which led to much confusion (see Johnston [1935
] for a detailed discussion). Verdcourt (1987)
renamed Heliotropium drepanophyllum Baker and created a new genus to accommodate Nogalia drepanophylla (Baker) Verdc. because of the shape of the fruit and the structure of the endocarp. Monotypic Nogalia from Somalia and southwestern Arabia is a weakly succulent herb or subshrub with trichomatose drupaceous fruits.
The species of Heliotropium are nearly cosmopolitan or pantropical. They are herbs, subshrubs, or, very rarely, shrubs and are characterized by dry fruits, which divide into four or two mericarpids. Pantropical Tournefortia, on the other hand, consists of small trees or lianas with drupaceous fruits, which never divide into mericarpids.
The infrageneric classification of Heliotropium into sections has been a controversial subject. DeCandolle (1845)
subdivided Heliotropium into four sections and excluded the genus Heliophytum DC. Gürke (1893)
recognized seven sections and excluded the genus Cochranea Miers. Förther (1998)
split the genus into 19 sections (nine Old World, seven New World, and three cosmopolitan sections), once again including both Heliophytum and Cochranea in Heliotropium.
The taxonomy of Tournefortia is also problematical. DeCandolle (1845)
recognized five sections. Three of these sections are currently referred to other genera: species of Mallota A.DC. and Argusia (Amman) DC. (sic) now constitute the genus Argusia Böhm. Gürke (1893)
placed section Messerschmidia sensu DC. under Heliotropium. The two remaining sections, Pittonia HBK. and Tetrandra DC., were renamed by Johnston (1930)
as the two sections Tournefortia (Eutournefortia I.M.Johnst., nomen illegitimum) and Cyphocyema I.M.Johnst. Currently the division of Johnston (1930)
is accepted (Al-Shebaz, 1991
; Förther, 1998
) but a critical evaluation of this division is still missing.
The main aim of this study was to evaluate the infrafamilial relationships of Heliotropiaceae with special reference to Heliotropium and Tournefortia by sequence analysis of the nuclear ribosomal internal transcribed spacer region (ITS1) and morphological data.
| MATERIALS AND METHODS |
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DNA extraction, amplification, and sequencing
The ITS1 primers were those used by Baldwin (1992)
. The DNA segment was amplified in one step, using the primers P1 (5'-TTC AAC GAG GAA TTC CTA GT-3') and P2 (5'-TAC GTT CTT CAT CGA TGC GA-3').
Genomic DNA was extracted using a modified CTAB (cetyltrimethylammonium bromide) extraction protocol from Doyle and Doyle (1990
; tissue ground in sea sand, 70% [v/v] isopropanol substituted for the RNase step). Approximately 40 mg of leaf tissue were used for each extraction. The DNA was amplified with Taq polymerase chain reaction (PCR) kits (Quiagen, Hilden, North Rhine-Westphalia, Germany). The PCR products were cleaned with QIAquick PCR purification columns (Quiagen, Hilden, North Rhine-Westphalia, Germany), quantified with a 100-base pair (bp) DNA ladder (MBI-Fermentas, Sankt Leon-Rot, Baden-Württemberg, Germany), and cycle-sequenced with a GeneAmp PCRSystem 2400 (Perkin Elmer, Weiterstadt, Hesse, Germany). A SequiThermExcel II sequencing kit (Epicentre Technologies, Madison, Wisconsin, USA) was used with a stop/loading solution for terminating. Sequences were run on a GATC model 1500 (GATC, Konstanz, Baden-Württemberg, Germany). Polyacrylamide gels were prepared using SequaGel-6 (National Diagnostics, Atlanta, Georgia, USA). The biotinylized PCR products were transferred onto a Biodyne A nylon membrane (Pall Filtron, Dreieich, Hesse, Germany) and visualized by a reaction using basic phosphatase.
Phylogenetic analyses
Sequences were edited with the Alignment-Editor Align32 (Hepperle, 1997
) and manually aligned (see http://www.ajbsupp.botany.org/ for the data matrix). Phylogenetic analyses were performed by PAUP* 4.0b1. Parsimony analysis (Swofford, 1998
) was performed using a heuristic search. The starting trees were obtained by random stepwise addition to the taxa with 100 replicates, tree-bisection-reconnection (TBR) branch swapping, saving all parsimonious trees, and MAXTREES set to "autoincrease." All characters were weighted equally, and character state transitions were treated as unordered. Gaps were treated as missing data, because of the large deletions. We added an additional set of characters to the data matrix to signify the presence or absence of seven characteristic informative deletions (see http://www.ajbsupp.botany.org/). These additional characters were also unweighted. Bootstrap resampling (Felsenstein, 1985
) was performed with 1000 replicates and a heuristic search. The starting trees were obtained by random addition, with 100 random addition replicates, the TBR branch swapping option and the MULTREE option in effect. MAXTREES was set to 100 for each bootstrap replicate. Gaps were treated as missing data.
Neighbor-joining analyses (Saitou and Nei, 1987
) were performed using a heuristic search run in PAUP. Sequence divergence values were calculated by Kimura's two-parameter method (Kimura, 1980
) with the settings ADDSEQ = random, NREPS = 100, and TBR branch swapping. Bootstrap analysis with neighbor-joining search (Kimura's two-parameter method) was performed with 1000 replicates.
| RESULTS |
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| DISCUSSION |
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The phylogeny of Heliotropium (Fig. 1) inferred from molecular data does not contradict other molecular analyses of this taxon (Böhle and Hilger, 1997
). Heliotropium is paraphyletic, identified as such on the basis of plesiomorphic traits like free mericarpids. Four well-supported clades can be distinguished by molecular analyses. Pantropical Heliotropium section Orthostachys, including Schleidenia, is the sister group of all other Heliotropium s.s. species. This grouping is supported by flower and fruit morphological traits (see below). The second highly supported clade includes the Heliotropium s.s. species of section Heliothamnus, a well-characterized group of Heliotropium s.s. from the South American Andes. The third strongly supported clade comprises the Heliotropium s.s. species of the Old World. The fourth clade includes the unresolved New World clade of Heliotropium s.s. plus Ceballosia and Tournefortia section Tournefortia. Heliotropium s.s. species of the New World are much more closely related to Tournefortia section Tournefortia than to Heliotropium section Orthostachys. Our molecular results cannot resolve the exact position of the morphologically aberrant taxon Ixorhea (Figs. 1 and 2). The strict consensus tree indicates Ixorhea as one of the basal clades between Tournefortia section Cyphocyema and the clade of Heliotropium, Schleidenia, Ceballosia, and Tournefortia section Tournefortia. On the other hand, the neighbor-joining tree demonstrates an affinity of this taxon to the clade of the Heliotropium s.s. species of the New and Old World, Tournefortia section Tournefortia, and Ceballosia and a large genetic distance to Tournefortia section Cyphocyema and Heliotropium section Orthostachys including Schleidenia.
Tournefortia section Cyphocyema
Our results indicate that Tournefortia section Cyphocyema is a monophyletic group and has no close relationships to Tournefortia section Tournefortia. DeCandolle (1845)
, Gürke (1893)
, and Johnston (1930)
united all the woody Heliotropiaceae (mostly climbers or small trees) with drupaceous fruits and four or two endocarpids in Tournefortia. Johnston (1930)
renamed two very distinct sections Cyphocyema and Tournefortia in Tournefortia. He emphasized his doubts with regards to the real relationship between these sections (Johnston, 1930
). "Drupaceous fruits" and "woody habit" are convergent characters and are not appropriate for defining a monophyletic taxon (Fig. 3). The tropical American section Cyphocyema is characterized by the following traits (Fig. 3): (1) apex of the anthers is always hairy; (2) anthers connate; (3) fruits drupaceous, distinctly lobed, and never dividing into mericarpids; (4) four one-seeded endocarpids, each strongly curved with curved embryos (endocarpid type I in Fig. 4d) (Miers, 1868
; Johnston, 1930
); (5) corolla lobes elongate, very narrow with involute margins (Fig. 4a; Miers, 1868
; Johnston, 1930
); (6) habit climbing or subscandent (Miers, 1868
; Johnston, 1930
); and (7) tetrahedral crystals in the wood of some species (Heubl, Gaviria, and Wanner, 1990
). The genus Tournefortia in its current circumscription is polyphyletic. A comparison between the morphological traits of Tournefortia section Cyphocyema with section Tournefortia (Fig. 3) shows that there are, except for drupaceous fruit and woody habit, no shared characters between these Tournefortia sections. The curved embryo is a plesiomorphic trait also found in Ehretiaceae (Gottschling and Hilger, 2001)
. The hairy apex of the connate anthers occurs within Heliotropium section Orthostachys and Heliotropium s.s. section Heliothamnus, and it also seems to be a plesiomorphic trait within the Heliotropiaceae. All these morphological features strongly support a basal position of Tournefortia section Cyphocyema within Heliotropiaceae.
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For Ixorhea, the molecular results currently available indicate two possibilities for its phylogenetic relationships in Heliotropiaceae. On the one hand, Ixorhea might be a sister group of the large clade of Heliotropium (including Heliotropium section Orthostachys and Schleidenia) and Tournefortia section Tournefortia (strict consensus tree, 57% BS). On the other hand, Ixorhea might be closely related to the clade of the Heliotropium species of the New and Old World, Tournefortia section Tournefortia, and Ceballosia (neighbor-joining tree). Morphological traits (Fig. 3) do not contradict these placements, and both possibilities are conceivable and in agreement with the results of Di Fulvio (1978)
. The morphology of this taxon is so abberant that future investigations will have to clarify its precise relationships within the Heliotropiaceae.
Heliotropium section Orthostachys and Schleidenia
The monophyletic group Heliotropium section Orthostachys including Schleidenia is well supported based on molecular results. Johnston (1928)
treated Schleidenia as subsection Axillaria of section Orthostachys, the largest and probably the most difficult group of Heliotropium, and the molecular data confirm this placement. Heliotropium section Orthostachys including Schleidenia is defined by the following four traits: (1) apex of the anthers is always hairy; (2) anthers mostly connate (compare Fig. 4b with 4c); (3) four one-seeded endocarpids with characteristic surface sculpturing (described below), with curved embryos (endocarpid type II in Fig. 4e, f); and (4) Kranz chlorenchyma organization in leaves of some species (Frohlich, 1978
). The four mericarpids of Orthostachys share a characteristic surface sculpturing, described by different authors as "Male" (which means "markings" in German, Förther, 1998
) or "pits" (Fig. 4e; Johnston, 1928
; Frohlich, 1978
). Schleidenia shares a similar structure, which is not immediately visible because of the more or less fleshy mesocarp (Fig. 4f). Both taxa are characterized by the occurrence of Kranz chlorenchyma organization in leaves of some species. These autapomorphic morphological-anatomical traits and the molecular results strongly support an isolated position. Plesiomorphic morphological traits like the connate anthers with hairy apices and the curved embryo do not occur in the large clade of New and Old World Heliotropium s.s. species, Tournefortia section Tournefortia, and Ceballosia (for an exception see under Heliotropium s.s. section Heliothamnus below).
The molecular results confirm that Schleidenia and Heliotropium section Orthostachys are closely related, which has already been postulated by Johnston (1928)
and Förther (1998)
, on the basis of morphological traits. Section Orthostachys seems to be paraphyletic, with Schleidenia forming a weakly supported (58% BS) clade within Orthostachys. Further investigations are necessary to demonstrate their precise relationships. Nevertheless, both taxa are characterized by separate fruit characters and are provisionally treated as sister groups in Fig. 3. Drupaceous fruits, pedicellate single flowers, and exclusively herbaceous habit identify Schleidenia. Heliotropium section Orthostachys, on the other hand, is characterized by four one-seeded mericarpids, many-flowered inflorescences and shrubby or herbaceous habit.
Heliotropium s.s. section Heliothamnus
The New World clade of Heliotropium s.s., Tournefortia section Tournefortia, and Ceballosia excludes a well-supported clade (99% BS) with Andean species of Heliotropium s.s. section Heliothamnus (H. mandonii, H. arborescens). This latter group is morphologically characterized by the following four traits (Fig. 3): (1) apex of the anthers is always hairy; (2) anthers mostly connate (compare Fig. 4b with 4c); (3) four one-seeded endocarpids, embryo straight (Johnston, 1930
; Miers, 1868
); and (4) they are shrubs.
The species of section Heliothamnus have connate anthers with hairy apex and four endocarpids like those of Heliotropium section Orthostachys and Tournefortia section Cyphocyema. Possibly this plesiomorphic trait indicates a basal position within the large clade of Heliotropium s.s., Tournefortia section Tournefortia, and Ceballosia. Further investigations are necessary to substantiate this hypothesis.
Heliotropium s.s. species of the New World, Ceballosia, and Tournefortia section Tournefortia
This large clade, including New and Old World Heliotropium s.s. species, Ceballosia, and Tournefortia section Tournefortia is less well supported (72% BS) than the other clades and falls into three subclades. The subclade of the New World Heliotropium s.s. species including Tournefortia section Tournefortia and Ceballosia is still unresolved (51% BS) but indicates a close relationship between these taxa. It is, however, characterized by the following three morphological traits that suggest it may be a likely monophylum (Fig. 3): (1) embryos straight (Johnston, 1930
; Miers, 1868
); (2) endocarpids are two-seeded in many species (Johnston, 1930
; Förther, 1998
); and (3) empty chambers (cavities) border on the locules of some species (Johnston, 1930
; Förther, 1998
).
Autapomorphic morphological traits like straight embryos, occurrence of two-seeded endocarpids, and empty chambers support the molecular results. To clarify the exact relationships between these taxa further molecular analyses with more highly resolving markers are necessary. At this stage of investigation, it is not possible to assume any sister group relationships.
On the other hand, morphological traits separate Tournefortia section Tournefortia from section Cyphocyema and confirm the assumption of Johnston (1930)
that the Tournefortia sections are not closely related. The interesting fact that the woody species of Tournefortia section Tournefortia seem to be derived from herbaceous or shrubby Heliotropium s.s. species of the New World has not been predicted. Investigations on wood anatomy (Record and Hess, 1941
) of some Tournefortia species of section Tournefortia show decidedly heterogeneous rays, with most of the cells upright or square. Predominance of upright ray cells indicates secondary woodiness, which in turn indicates herbaceous ancestry, e.g., within the Asteraceae (Carlquist, 1992
).
Heliotropium s.s. species of the Old World
The molecular results demonstrate strong support for a monophyly of the Old World Heliotropium s.s. species, but they have no clear morphological characters separating them from their sister clade (Heliotropium s.s. of the New World, Ceballosia, and Tournefortia section Tournefortia) (Figs. 2 and 3). On the other hand, the alignment of ITS1 shows a single characteristic long deletion between positions 61 and 111, which separates and defines the Heliotropium s.s. species of the Old World.
The large deletion can be regarded as an autapomorphic character of that group based on a single deletion event. Monophyly indicates that this clade of Heliotropium s.s. species seems to go back to a single colonization event from the New World. Other Heliotropium s.s. species, e.g., cosmopolitan H. curassavicum, colonized the Old World later and was perhaps introduced by Man, but the ancestors of this species will be found in the New World.
Taxonomical consequences
Heliotropium and Tournefortia are not monophyletic on the basis of molecular and morphological data. Classification should reflect phylogeny, and nomenclatural changes are therefore necessary. Tournefortia section Cyphocyema constitutes a separate lineage based on both molecular results and complex morphological traits. The only generic name available for this group is Myriopus Small (Small, 1933
).
A clade including Heliotropium section Orthostachys and Schleidenia is also well supported and should be removed from Heliotropium s.s. The species of this clade can be accommodated in a more broadly defined genus Schleidenia Endl. The taxonomic recombination for the investigated taxa will be made next.
Currently, we advocate a conservative approach for Heliotropium s.s., Ceballosia, and Tournefortia section Tournefortia. The exact relationships are still unclear and a reduction of all taxa under one genus name would be premature. The exact position of Ixorhea within the Heliotropiaceae is still unresolved. In summary we conclude that the superficial morphological resemblance of the genera Schleidenia and Heliotropium s.s. on the one hand and Myriopus and Tournefortia on the other has consistently confused previous authors and has obscured the phylogenetic relationships within the Heliotropiaceae. We expect that similar patterns will emerge once other major taxa of Boraginales are studied in detail.
| FOOTNOTES |
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4 Authors for reprint requests (diane{at}zedat.fu-berlin.de
, foerther{at}botanik.biologie.uni-muenchen.de
, and hahilger{at}zedat.fu-berlin.de
). ![]()
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