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Reproductive Biology |
2Department of Biological Sciences, Florida Atlantic University, 2912 College Avenue, Davie, Florida 33314 USA; 3Invasive Plant Research Laboratory, USDA-Agricultural Research Service, 3205 College Avenue, Ft. Lauderdale, Florida 33314 USA; 4ArizonaSonora Desert Museum, 2021 N. Kinney Road, Tucson, Arizona 85743 USA
Received for publication January 9, 2003. Accepted for publication March 25, 2003.
| ABSTRACT |
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Key Words: Florida invasive species Lygodium reproductive biology Schizaeaceae selfing
| INTRODUCTION |
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This study examines mating systems in L. microphyllum (Cav.) R. Br. (Schizaeaceae) and L. japonicum (Thunb.) Swartz. The genus Lygodium is relatively small, comprised of up to 40 species, including one, L. palmatum (Bernh.) Sw., native to North America (Pemberton, 1998
). Lygodium is mostly found in tropical regions of the world. The native range of L. microphyllum extends into moist habitats throughout the tropical Old World. Lygodium japonicum also has a large native range occurring in both temperate and tropical Asia (Pemberton, 1998
).
Both species have a climbing habit and are nonindigenous and invasive in Florida, USA. Currently, L. microphyllum is expanding its range in southern Florida, while L. japonicum is expanding its range in northern Florida (Schmitz et al., 1997
; Pemberton and Ferriter, 1998
). For example, the total area infested by L. microphyllum was estimated to have expanded from approximately 11 200 hectares in 1993 to approximately 43 300 hectares in 1999 (Pemberton and Ferriter, 1998
; A. Ferriter, South Florida Water Management District, personal communication). Both species are capable of smothering and displacing native understory vegetation, and in extreme infestations, shrub and canopy vegetation. This is particularly notable in L. microphyllum, which can form rachis mats up to a meter thick, effectively eliminating most understory vegetation.
Several reproductive life history characteristics in plants have been proposed that may facilitate the greater competitive ability of nonindigenous plant species, such as self- or wind pollination (fertilization), rapid growth to reproductive age or size, high and continuous seed (spore) production, adaptations for short- and long-distance seed (spore) or vegetative dispersal, and vegetative as well as sexual reproduction (Baker, 1974
; Newsome and Noble, 1986
; Roy, 1990
; Reichard and Hamilton, 1997
; Sakai et al., 2001
). In homosporous ferns, the ability to reproduce through intragametophytic selfing promotes long-distance dispersal (Crist and Farrar, 1983
; Peck et al., 1990
). As discussed by Peck et al. (1990)
, spores transported long distances would be unlikely to establish gametophytes in close enough proximity to allow for intergametophytic selfing or crossing. Therefore, long-distance dispersal and colonization may be dependent upon the successful establishment of sporophytes by single spores. This ability to reproduce through intragametophytic selfing would promote the naturalization of introduced fern species, such as Lygodium.
Both Lygodium species are unusual among ferns in Florida in that they can climb into tree canopies. Lygodium microphyllum, in particular, has been observed overtopping tree canopies among tree islands in the Arthur R. Marshall Loxahatchee National Wildlife Refuge, Boynton Beach, Florida. This vine-like growth should theoretically promote the long-distance dispersal of these species because spores released at or above the tree canopy could potentially be carried a considerable distance by prevailing winds. Given these factors, we have hypothesized that both Lygodium species are capable of intragametophytic selfing.
| MATERIALS AND METHODS |
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Experimental design
To investigate the reproductive biology of both Lygodium species, a series of experiments was conducted. Experiments 13 were designed to test the three potential mating types, intragametophytic selfing, intergametophytic selfing, and intergametophytic crossing. A fourth experiment used groups of gametophytes to test for the presence of antheridiogen pheromones. To test for sporophyte production through intragametophytic selfing (Experiment 1), 60 gametophytes from each population were transferred into individual petri dishes. To test for either intragametophytic selfing or intergametophytic selfing, 30 pairs of gametophytes from each population were transferred to individual petri dishes (Experiment 2). Gametophyte pairs originated from the same sporophyte. To test for intergametophytic crossing (Experiment 3), 30 pairs of gametophytes from each population, with one gametophyte originating from separate sporophytes, were transferred to individual petri dishes. To test for the presence of antheridiogen pheromones (Experiment 4), 15 gametophytes were placed in individual petri dishes. For this fourth experiment, additional spores were placed in each of the 15 dishes, with four gametophytes maintained in each dish. In each of the four experiments, intragametophytic selfing was also possible. When grown together in pairs or groups (Experiments 24), gametophytes were maintained approximately 1 cm from each other.
Gametophytes were watered weekly to promote fertilization. The sexual status of each gametophyte was determined under a compound microscope (40x or 100x magnification) every 4 wk over a 16-wk period. Sexual status was determined by examining each gametophyte for the presence of antheridia and archegonia. Gametophytes were examined weekly through week 20 for the presence of sporophytes. The size of each gametophyte was measured at weeks 8 and 16 by measuring the length through the apical notch.
Data analysis
The CATMOD maximum-likelihood analysis was used to examine the effects of population, culture system, and their interaction on sexual status and sporophyte production (SAS Version 8, SAS Institute, Cary, North Carolina, USA). This method was also used to examine the effect of population on sexual expression and sporophyte production within groups. For analysis of sexual expression, pre-sexuals and hermaphrodites were grouped to reduce the number of zero data points in the analysis. These two sexual types were chosen because they typically were not present in large numbers at the same time period. A general linear model was used to examine the effects of mating system, population, and sexual type on gametophyte size (Minitab 13.1, Minitab, State College, Pennsylvania, USA).
| RESULTS |
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The results of the experiments with isolates (Experiment 1) and pairs (Experiments 2 and 3) of L. microphyllum gametophytes indicate sexual expression was affected by the culture systems employed (Fig. 2). Within the isolates, antheridial formation was delayed. For instance, archegonia were observed within 10 d of germination, although antheridia were not seen frequently until 50 d after germination. In contrast, for Experiments 2 and 3, male and female gametophytes were commonly found together among pairs in both the intergametophytic selfing and crossing plates through week 8 (Fig. 2). The culture system significantly affected sexual expression through week 12 (P < 0.05, P < 0.001, Table 1). By week 16, gametophytes were predominately hermaphroditic in all three culture systems. This behavior in sexual expression was consistent between both the Jonathan Dickinson and Big Cypress populations. A significant difference in sexual expression (P < 0.001) was observed between the two populations at week 4, which resulted from the slower development of the Big Cypress population and the larger numbers of pre-sexuals observed at week 4 (Table 2). However, by week 8 there were no significant differences between the two L. microphyllum populations (Table 2).
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Size
Gametophyte sizes were measured at weeks 8 and 16 (Table 3). For L. microphyllum, sizes differed considerably among the sexes at week 8 (P < 0.001). Males were approximately half the size of either females or hermaphrodites (Table 3). By week 16, the difference was no longer observed because the majority of gametophytes were hermaphrodites. Differences were not seen across culture systems or between populations. In contrast, significant differences in gametophyte size for L. japonicum across culture systems and between populations was observed at both weeks 8 and 16 (P < 0.001). Differences between sexes were not observed because gametophytes became hermaphrodites quickly throughout the experiments.
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| DISCUSSION |
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In Florida, L. microphyllum was discovered to have naturalized in the 1960s on the east coast of south Florida (Beckner, 1968
; Nauman and Austin, 1978
) and has rapidly spread reaching the west coast and as far north as Hillsborough County, in west central Florida (Pemberton and Ferriter, 1998
). Lygodium japonicum was first observed in north Florida in 1932 (Gordon and Thomas, 1997
) and has spread south into central Florida (FLEPPC, 2001
). The ability to reproduce by intragametophytic selfing, as observed in this study, would facilitate such rapid spread. In fact, selfing rates for L. japonicum averaged 95%, while the average rate for L. microphyllum was 78%. The higher genetic load observed in L. microphyllum may be the result of its promotion of outcrossing through development of an initial female phase before becoming hermaphroditic. In addition, genetic load may increase with time as new spores colonize the area and a gradual increase in outcrossing occurs (Crist and Farrar, 1983
).
The results of the experiments using pairs and groups of L. microphyllum gametophytes indicate the presence of an antheridiogen system. Antheridiogen systems have been previously reported in the genus Lygodium (Yamauchi et al., 1996
; Wynne et al., 1998
), including L. japonicum (Yamane et al., 1979
, 1988
) and L. microphyllum (Kurumatani et al., 2001
). Antheridiogens have also been reported in members of the Polypodiaceae (Chiou and Farrar, 1997
). Kurumatani et al. (2001)
described L. microphyllum as a high antheridiogen- producing fern. This supports the precocious and abundant antheridia produced on males within the pairs and group cultures. The production and persistence of males in the group culture also suggests activity of an antheridiogen system in L. japonicum. However, in contrast, there was no evidence of an antheridiogen system for L. japonicum within the mating system experiments. The lack of an observable antheridiogen system in these experiments may have been because the distance between the gametophytes was too great for an antheridiogen system to be effective or the similar ages of the gametophytes may have left them sensitive or insensitive at the same time (Korpelainen, 1996
). On the other hand, because antheridial and archegonial formation was nearly simultaneous on L. japonicum gametophytes within all three mating system experiments, it appears unlikely that outcrossing is a primary reproductive strategy in the populations studied. The populations of L. japonicum in Florida might have originated from relatively few plants. In this situation, with a limited chance for successful outcrossing, selfing variants would be unconditionally favored (Holsinger, 1990
; Korpelainen, 1996
). Establishment of a selfing variant of L. japonicum free of recessive sporophytic lethals would allow the spread of the mutation (Soltis and Soltis, 1992
). As a result, intragametophytic selfing may be a stable mating system in the Florida population. Further study utilizing electrophoretic techniques would be necessary to test this hypothesis.
The ability of L. microphyllum to both self and outcross suggests that a mixed mating system may occur in Florida populations. Because outcrossing may be dependent on the density of gametophytes (Soltis and Soltis, 1987
), intragametophytic selfing would likely be the primary mode of reproduction at the beginning of a new infestation. As sporophyte densities increase over time, opportunities for outcrossing would be greater as the number of spores and resulting gametophytes increase. The potential presence of an antheridiogen system may support increased gametophyte densities within an infestation since they have been shown to induce dark germination of spores (Weinberg and Voeller, 1969
; Schneller et al., 1990
; Haufler and Welling, 1994
). The promotion of spore germination would lead to an increase in gametophyte densities, particularly of males (Greer and McCarthy, 1999
).
The Everglades in southern Florida are considered among the top locations in the United States in the severity of nonindigenous plant invasion (Loope, 1992
; Gordon, 1998
). In this region, both the insularity and the subtropical climate strongly contribute to successful establishment of nonindigenous species (Simberloff, 1994
; Austin, 1999
). In addition, natural disturbances, such as hurricanes and fires, are relatively common periodic events in Florida and provide ideal opportunities for the establishment of invader species (Horvitz et al., 1995
; Simberloff et al., 1997
). The environments encountered by Lygodium within Florida are also highly variable, particularly with regard to seasonal cycles of drought and rainfall (and local flooding). Under stressful environmental conditions, gametophytes may have a shorter life span. Fern gametophytes that reach sexual maturity quickly would have the greatest chance to produce sporophytes before dying (Greer and McCarthy, 1999
). Sexually mature gametophytes of L. microphyllum and L. japonicum were observed within 5 wk of germination. Once sexual maturity was reached, sporophyte production began and continued rapidly through week 12. This ability to reproduce quickly would be an advantage in the habitats encountered in Florida. For example, L. microphyllum commonly invades cypress communities, and gametophytes and young sporophytes are typically found on cypress knees and trunks of trees above the level of recent inundation. These communities are often inundated during the summer rainy season and can dry down during the winter dry season or during periods of extensive drought. Therefore, reaching sexual maturity at a young age would allow for the production of a greater number of offspring during favorable conditions.
The plasticity of mating systems observed in L. microphyllum may partially explain the vast geographic range of the species and its appearance in diverse habitats (Pemberton, 1998
). Although outcrossing was not observed in the pair culture experiments with L. japonicum, the presence of males in the group experiment and the identification of antheridiogen in other studies suggest that outcrossing does occur within this species (e.g., Yamane et al., 1988
). As discussed by Schneller et al. (1990)
, sexual strategies can be variable both within and among populations of a fern species. This plasticity of reproductive strategies may allow fern species to colonize a diversity of habitats (Schneller et al., 1990
). The ability to reproduce by intragametophytic selfing would allow the establishment of distant populations, while increased genetic diversity obtained through outcrossing would theoretically allow increased adaptability. In the case of L. microphyllum and L. japonicum, this may occur both in Florida and globally.
In summary, this study demonstrates that both L. microphyllum and L. japonicum share life history characteristics that facilitate their invasiveness, suggesting both species will continue to spread in Florida. The significant differences in sexual expression and sporophyte production observed in pairs of L. microphyllum gametophytes were likely the result of an antheridiogen system. Similar differences between isolates and pairs were not observed in L. japonicum, for which all of the gametophytes rapidly became hermaphroditic, and individual males were not observed. Both species displayed the ability to reproduce through intragametophytic selfing. This ability to reproduce through intragametophytic selfing supports the hypothesis that reproductive strategies partially explain the colonization and spread of these two species in Florida and the potential to invade suitable areas in other countries in the region.
In addition to the Lygodium species examined in this study, numerous other fern species have naturalized in Florida (Wunderlin, 1998
). Several of these species have also invaded Florida's ecosystems, including Nephrolopesis multiflora, N. cordifolia, and Tectaria incisa (Florida Exotic Pest Plant Council Category 1, 2001
), while other species such as Pteris vitatta are very widespread (now pantropical) but have not become invasive. Similarly, 32 species have naturalized in Hawaii (Wilson, 2002
). Additional research would provide information on whether these successful invaders share mating system strategies similar to those observed in Lygodium microphyllum and L. japonicum. Perhaps intragametophytic selfing or mixed mating are traits common in invasive fern species.
| FOOTNOTES |
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