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(American Journal of Botany. 2003;90:1239-1252.)
© 2003 Botanical Society of America, Inc.


Paleobotany

On Paleozoic plants from marine strata: Trivena arkansana (Lyginopteridaceae) gen. et sp. nov., a lyginopterid from the Fayetteville Formation (middle Chesterian/Upper Mississippian) of Arkansas, USA1

Michael T. Dunn2, Gar W. Rothwell and Gene Mapes

Department of Environmental and Plant Biology, Ohio University, Athens, Ohio 45701 USA

Received for publication November 22, 2002. Accepted for publication March 11, 2003.


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
Five permineralized seed fern stems from the Fayetteville Formation (middle Chesterian/Upper Mississippian) of Arkansas conform to the concept of lyginopterid seed ferns. However, these specimens are unlike all previously reported lyginopterids, and the name Trivena arkansana (Lyginopteridaceae) gen. et sp. nov. is proposed. The stems are up to 30 by 19 mm in diameter and have pentagonal pith and eustele of five cryptic sympodia. Secondary tissues include abundant xylem with numerous wide rays and phloem surrounded by a periderm. The cortex is parenchymatous with abundant sclerotic clusters: some clusters are randomly dispersed and some are in discontinuous rows. Sclerenchyma bands form the "Dictyoxylon"-type outer cortex. Leaf traces diverge in a 2/5 phyllotaxy. Traces, accompanied by concentric secondary xylem, increase in size as they extend through the secondary xylem of the stem. The trace assumes a squat C shape at the outer margin of the secondary xylem and in the cortex divides into three discrete bundles, each surrounded by secondary xylem. Galleries within the phloem contain arthropod coprolites and exhibit wound response, suggesting plant–arthropod coevolution. The discovery of this new lyginopterid stem adds to the growing list of unique taxa described from the Fayetteville Formation and further solidifies its reputation as one of the most important Upper Mississippian plant fossil sites in North America.

Key Words: Chesterian • Lyginopteridaceae • Mississippian • Pteridospermales • Trivena arkansana • wound response


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
One of the landmark studies in the history of paleobotany is Oliver and Scott's (1904) verification of the existence of seed ferns (Pteridospermae) based on the whole plant reconstruction of Lyginopteris. That plant was reconstructed by recognizing that stems, petioles, foliage, and ovules, which commonly co-occur in many fossil horizons, all share distinctive capitate epidermal glands and were therefore produced by the same plant. Prior to this publication, several authors (e.g., Stur, 1883 ; Williamson, 1887 ; Potonié, 1899 ) recognized that a group of plants sharing characteristics of ferns and seed plants must have existed, but it was Oliver and Scott who finally confirmed the presence of this distinct group.

Five seed fern families are currently recognized from Carboniferous strata (Taylor and Taylor, 1993 ): the Calamopityaceae, Buteoxylonaceae, Lyginopteridaceae, Medullosaceae, and Callistophytaceae, and these plants play a key role in many hypotheses of the evolution of seed plants. For example, it has been suggested that early seed ferns (Calamopityaceae and Lyginopteridaceae) evolved from aneurophytalean progymnosperms (Beck, 1960 , 1966 , 1976 ; Banks, 1968 ) and that conifers may have evolved by heterochronous change in shoot system structure from among a group of seed ferns (Rothwell, 1982 ). In addition, similarities between the Medullosaceae and the Calamopityaceae suggest a close relationship between these two families (Stein and Beck, 1978 , 1992 ; Mapes and Rothwell, 1980 ; Galtier and Beck, 1992 ). These and similar hypotheses underscore the importance of carefully analyzing the morphology and interrelationships of early seed ferns and accurately documenting their stratigraphic position.

The purpose of this study is to describe a new permineralized pteridosperm morphotaxon recovered from the marine black shales of the Fayetteville Formation near Fayetteville, Arkansas, USA. Specimens are recovered along with an abundant and diverse assemblage of marine and terrestrial fossil remains that facilitate accurate biostratigraphic dating and global correlation. The Fayetteville Formation is dated as middle Chesterian (Upper Mississippian), equivalent to the uppermost Lower Carboniferous, Pendelian (E1) Stage of the lower Namurian A, based on cephalopods, conodonts, and foraminifera (Meeks et al., 1997 ) and miospores (Owens et al., 1979 ). Specimens of the new pteridosperm stem display a relatively wide ratio of primary stele diameter to stem diameter and produce adventitious roots, Lyginorachis-type rachis bases, a distinct periderm, and a Dictyoxylon-type outer cortex: this combination of characters suggest these specimens are assignable to the Lyginopteridaceae (Galtier, 1988 ; Stewart and Rothwell, 1993 ; Taylor and Taylor, 1993 ). Scrambling growth architecture and biostratigraphic data also support this assignment (Gordon, 1912 , 1938 ; Baxter, 1949 ; Beck, 1966 ; Taylor and Millay, 1981 ; Pigg et al., 1986 , 1987 ). The new stems are eustelic like most species of Lyginopteris, but their mode of leaf trace production and rachis base vascularization is more like the supposedly primitive Heterangium subgenus Heterangium. This unique combination of characters reveals that the new specimens represent a new taxon, for which we propose the name Trivena arkansana gen. et sp. nov. Arthropod galleries filled with coprolites in the phloem of one of the specimens reveal wound response tissues, which further demonstrate that phytophagous arthropod and plant defense interactions had evolved by the Upper Mississippian.


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
The five specimens studied for this project are preserved by calcareous cellular permineralization (Schopf, 1975 ) and were analyzed by serial cellulose acetate peels (Joy et al., 1956 ) along with wafer sections and blocks cut as part of a previous study (Tomescu et al., 2001 ). Peels were made at natural breaks in the specimen or after slicing the specimens into 1–2 cm sections (e.g., Fig. 1) on a Buehler Isomet Low Speed Rock Saw (Buehler, Evanston, Illinois, USA). Photo documentation was accomplished with a Phase One Digital Studio Camera (Phase One A/S, Frederiksberg, Denmark). Images were processed and plates were constructed using Adobe Photoshop 5.5, stored as TIFF and PSD files, and printed on a Shinko CH446i dye-sublimation printer (Shinko Electric, Tokyo, Japan). Specimens are reposited in the Ohio University Paleobotanical Herbarium (OUPH 13717–13763, 14503–15003).



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Figs. 1–5. Trivena arkansana gen. et sp. nov. 1. Outline of stem showing individual segments sliced for analysis. M2361, x0.6, Scale bar = 1 cm. 2. External view of segments U2-J with distal end at top. M2361, x0.3, scale bar = 2 cm. 3. Side view of segments V–U showing broken leaf base (at arrows). M2361, x1.6, scale bar = 5 mm. 4. Cross section of stem with Dictyoxylon-type cortex at exterior of attached leaf base. M2361 (J6-bot), OUPH14503, x4.2, scale bar = 2 mm. 5. Cross section of stem with Dictyoxylon-type cortex at exterior of stem cortex. M2361 (N1-top), OUPH14504, x4.2, scale bar = 2 mm

 
One of the specimens is preserved in a concretion along with numerous other plant remains. These include Lyginopteris royalii Tomescu et al., a branching specimen of Megaloxylon wheelerae Mapes, and numerous undetermined rachis or petiole fragments.


    SYSTEMATICS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
Class
SPERMATOPSIDA Serbet and Rothwell, 1995

Order
PTERIDOSPERMALES Sporne, 1974

Family
LYGINOPTERIDACEAE Takhtajan, 1953

Trivena
Dunn, Rothwell, and Mapes, gen. n.

Generic diagnosis
Pteridospermous axis with adventitious roots and decurrent, helically arranged leaves. Eustele with five sympodia located in the corners of the pentagonal pith. Secondary xylem with abundant parenchyma surrounded by vascular cambium, secondary phloem, inner cortex, periderm, middle cortex, Dictyoxylon-type outer cortex, and epidermis. Rachis bases vascularized by traces diverging radially from a single cauline bundle. Diverging leaf traces dividing in the middle cortex into three traces, each accompanied by secondary vascular tissues. Middle and Dictyoxylon-type outer cortex continuous with, and histologically similar to, ground tissues of rachis bases. Adventitious roots originate in the phloem-periderm region of the stem and produce secondary tissues in the middle cortex.

Etymology
Trivena: three-veined, for the three xylem bundles that vascularize the rachis base.

Type species
Trivena arkansana

Trivena arkansana
Dunn, Rothwell, and Mapes, sp. n.

Specific diagnosis
Stems approximately 30 mm in maximum diameter with internodes approximately 3.3 cm long; rachis bases decurrent for approximately 10 cm. Pith parenchymatous with resin-filled cells, sclerotic clusters absent from pith, xylem maturation marginally mesarch to exarch. Secondary xylem manoxylic with numerous wide, tall rays; phloem with rare fibers. Rachises produced helically: each base is vascularized by a trace diverging radially from a single cauline bundle. Diverging leaf trace accompanied by secondary vascular tissues forms a squat C shape and subsequently divides into three discrete bundles in the middle cortex: primary xylem of petiolar bundles mesarch and peripheral. Multilayered cortex of parenchymatous inner zone, periderm, parenchymatous middle zone with discontinuous rows of sclerotic clusters, and Dictyoxylon-type outer cortex. Epidermis/hypodermis up to several cells thick; epidermal capitate glands absent. Adventitious roots randomly produced.

Holotype
The holotype of Trivena arkansana consists of 302 cellulose acetate peels mounted on microscope slides and 25 sections of permineralized stem of specimen M2361 (OUPH 14503, 14504, 14508–14513, 14515–14517, 14522–14525, and 14528–14867).

Paratype
The paratype of Trivena arkansana consists of 115 cellulose acetate peels mounted on microscope slides and 22 sections of permineralized stem of specimen M1664 (OUPH 13732, 14507, 14514, 14518–14521, 14527, 13717–13731, 13733–13763, and 14815–14921).

Additional specimens
Eighteen cellulose acetate peels mounted on microscope slides of specimen M3157 (OUPH 14505, 14506, and 14975–14990) and 13 cellulose acetate peels mounted on microscope slides of specimen M1661 (OUPH 14991–15003).

Etymology
arkansana: for the state of Arkansas, from which these specimens were recovered.

Collection locality
White River (N/W1/4, Sec. 29, T14N, R28W, Durham 71/2' Quadrangle), Washington County, Arkansas.

Age and stratigraphy
Chesterian (Upper Mississippian), lower Namurian A or Lower Serpukhovian equivalent. In the lower shale unit Fayetteville Shale, Fayetteville Formation, Chester Series.


    DESCRIPTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
General features
Trivena arkansana is represented by five, unbranched, somewhat crushed, anatomically preserved stems. The specimens are up to 36 cm long (Figs. 1 and 2), and two (M1664 and M2361) have varying amounts of rachis base tissues (Figs. 4 and 5); the other three specimens (M1661, M3157, and M3163) are decorticated. The largest specimen (M2361) has a maximum diameter of 30 mm x 19 mm. The mean ratio of primary stelar diameter to stem diameter is 1 : 4.20 (range = 1 : 3.25–1 : 5.00). Decurrent rachis bases are helically arranged in a phyllotaxy that approaches 2/5. Rachis bases are often broken (Fig. 3); however, in the natural condition, leaves were highly decurrent and produced over the course of up to 10 cm, spanning just less than three internodes.

The vascular system of Trivena arkansana includes a eustele with five sympodia, abundant secondary xylem with numerous wide, tall rays, a vascular cambium and phloem. Ground tissues include a parenchymatous pith with resin-filled cells, a parenchymatous inner cortex, a periderm, a parenchymatous middle cortex with sclerotic clusters, and a Dictyoxylon-type outer cortex. Leaf traces arise by radial division from a single cauline protoxylem bundle. The resulting leaf trace is accompanied by secondary xylem and distally divides into three discrete bundles.

Pith
In cross section, the pith is pentagonal when not crushed and distorted (Fig. 6) and 3–4 mm in maximum diameter (mean = 3.75 mm). The pith is composed of loosely packed parenchyma and numerous cells with dark resin-like contents that may have been secretory in function (Fig. 7). Parenchyma cells are isodiametric in cross section and measure 45–128 µm (mean = 76 µm) in maximum length.



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Figs. 6–13. Trivena arkansana gen. et sp. nov., pith and cauline secondary tissues. 6. Pentagonal eustele. M3157 (A7-bot), OUPH14505, x10, scale bar = 1 mm. 7. Parenchyma and resin-filled cells of pith. M3157 (B1-top), OUPH14506, x17, scale bar = 1 mm. 8. Phloem ray with phloem fibers (at arrows). M2361 (F2-top), OUPH14508, x105, scale bar = 100 µm. 9. Primary xylem bundle with marginal mesarch protoxylem maturation. M1664 (P1-top), OUPH14507, x55, scale bar = 200 µm. 10. Cauline secondary tissues. M3261 (F2-top), OUPH14508, x55, scale bar = 200 µm. 11. Longitudinal section showing tall, wide secondary xylem rays. M2361 (J-LS73), OUPH14509, x25, scale bar = 300 µm. 12. Longitudinal section showing xylem ray parenchyma. M3261 (J-LS70), OUPH14510, x45, scale bar = 200 µm. 13. Alternate multiseriate pitting of cauline secondary xylem tracheids. M2361 (J-LS69), OUPH14511, x80, scale bar = 100 µm. Figure abbreviations: mx = metaxylem, pr = phloem ray, px = protoxylem, s = sieve cell, sc = sclerotic cluster, vc = vascular cambium, x2 = secondary xylem tracheids, xr = xylem ray.

 
Primary xylem
The primary xylem forms a eustele of five small exarch to marginally mesarch sympodia and diverging frond traces. Each cauline bundle displays one protoxylem strand with accompanying metaxylem tracheids (Fig. 9). These primary xylem bundles are located in the corners of the five angles of the pentagonal pith and indicate the positions from which leaf traces diverge. Transverse diameter of protoxylem tracheids ranges from 15 to 22 µm (mean = 19 µm), and the diameter of metaxylem tracheids ranges from 30 to 67 µm (mean = 45 µm).

Secondary xylem
An extensively developed cylinder of loose wood surrounds the primary xylem and pith (Figs. 4 and 5). This wood ranges from 4 to 5.5 mm thick (mean = 4.75 mm) at the sides of the pentagonal pith and is only slightly thinner at the corners. Secondary xylem is composed of radial files of tracheids and interspersed xylem rays (Fig. 10). Tracheid files are 1–3 cells wide tangentially, with two being the most common (Figs. 10, 11, and 12). In cross section, tracheids are isodiametric and somewhat angular (Fig. 10), with diameters that range from 38 to 82 µm (mean = 54 µm). Pitting of the tracheid walls is alternate, with pits ranging from circular to oval (Fig. 13). Pits most commonly occur on radial walls, but occasionally are observed on all walls.

Xylem rays are wide and tall and are composed of radially aligned parenchyma cells. Rays are up to eight cells wide (Figs. 11 and 12) and up to 135 cells tall (Fig. 11). Ray parenchyma cells are thin walled, radially elongate (Fig. 10), and isodiametric to polygonal in longitudinal section (Fig. 12). Ray cells are 30–52 µm in diameter (mean = 37 µm) in longitudinal section and are up to 400 µm long when viewed in cross section.

Vascular cambium and secondary phloem
Vascular cambium is preserved as a narrow zone of cells at the periphery of the secondary xylem and represents fusiform and ray initials and their most recent derivatives (Fig. 10). This zone is 3–4 cells thick and is recognizable by position and the narrow radial dimension of the cells. Secondary phloem is represented by radial files of sieve cells that are oval to rectangular in cross section and phloem parenchyma cells that are generally crushed and have incompletely preserved, thinner walls (Figs. 8 and 10). Sieve cells are 81–48 by 60–36 µm in diameter (mean = 61 by 45 µm) (Fig. 10). No sieve areas have been observed. Toward the periphery of the stem, phloem rays are often dilated (Fig. 10), and the parenchyma cells of the rays become continuous with the parenchyma of the inner cortex. A small number of thick-walled cells that resemble phloem fibers are preserved in the rays (Fig. 8 at arrows). Clusters of thick-walled cells (= sclerotic clusters) filled with black resinous material are often found at the transition between rays and inner cortex (Fig. 10).

Cortex and leaf bases
Cortical ground tissues consist of a zone of inner cortex at the periphery of the secondary phloem, periderm, a middle cortex (Fig. 14), and a Dictyoxylon-type outer cortex (Figs. 17 and 18). Cells of the inner cortex are continuous with the parenchyma cells of the phloem rays and are generally radially compacted and poorly preserved (Fig. 10). This zone is often quite thin and may only be represented by compacted parenchyma cells flanking and exterior to the clusters of thick-walled, resin-filled sclerotic cells at the terminus of the phloem rays. Exterior to the inner cortex is a periderm that consists of up to six rectangular, thin-walled cells aligned in radial files (Fig. 16). These cells are tangentially elongate and up to 66 by 33 µm in maximum diameter.



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Figs. 14–19. Trivena arkansana gen. et sp. nov., ground tissues. 14. Cortex, note randomly dispersed sclerotic clusters (white arrows) and sclerotic clusters in discontinuous plates (black arrows). M2361 (E4-top), OUPH14512, x17, scale bar = 1 mm. 15. Sclerotic cluster with resin-filled cells. M 2361 (F3-top), OUPH14513, x45, scale bar = 300 µm. 16. Periderm. M1664 (U1-bot), OUPH14514, x50, scale bar = 300 µm. 17. Epidermis M3261 (I2-bot), OUPH14515, x24, scale bar = 500 µm. 18. Dictyoxylon-type outer cortex showing "Roman numerals." M2361 (I1-bot), OUPH14516, x16, scale bar = 1 mm. 19. Longitudinal view of Dictyoxylon-type outer cortex showing anastomosing bands of fibers. M2361 (J-LS58), OUPH14517, x8, scale bar = 1 mm. Figure abbreviations: cm = middle cortex, d = Dictyoxylon-type cortex, e = epidermis, pe = periderm, sc = sclerotic cluster

 
Middle cortex of the stem is continuous with ground tissues of the rachis bases, and except for the presence of vascular tissue in the rachis bases, both regions exhibit similar histology. The middle cortex consists of parenchyma cells that are generally tangentially elongated (Fig. 14) and numerous sclerotic clusters, with many of the cluster cells resin-filled (Fig. 15). The tangential elongation of cells of the middle cortex may be due to the increase in circumference caused by secondary vascular tissue production. Sclerotic clusters are either randomly dispersed throughout the parenchyma or occur as discontinuous rows at the outer margin of the zone (Fig. 14). Clusters in discontinuous rows may have been produced by discontinuous cambia, as has been suggested for other Paleozoic seed ferns (Rothwell and Taylor, 1972 ; Pigg et al., 1987 ). The Dictyoxylon-type outer cortex displays the characteristic "Roman numeral" configuration formed by bands of fibers that are radially aligned in cross section (Figs. 17 and 18) and that anastomose in longitudinal section (Fig. 19). Individual fibers are 30–68 µm (mean = 48 µm) in diameter. The bands of fibers are relatively ribbon-shaped in cross section, except near the epidermis where they commonly are dilated (Fig. 18). The bands are separated by thin-walled, isodiametric to polygonal parenchyma cells that are 38–112 µm (mean = 68 µm) in diameter (Figs. 17 and 18). At the exterior margin of the Dictyoxylon outer cortex is a zone one to several cells thick that may represent an epidermis and/or hypodermis (Fig. 17). The cells of this zone are consistently darker and have thicker cell walls than the underlying parenchyma cells. These possible epidermal cells are isodiametric and 57–96 µm in diameter (mean = 80 µm) with cell walls 9–12 µm (mean = 10 µm).

Leaf trace production
Leaf traces are produced in a 2/5 helix, and each arises by a radial division from a single protoxylem bundle located in one of the five corners of the pentagonal stele (Fig. 20). Distally, the leaf trace enlarges and becomes surrounded by secondary xylem as it extends through the stem secondary xylem (Figs. 21 and 25) and into the phloem and inner cortex (Fig. 22). As the leaf trace bundle passes through the periderm and into the middle cortex it assumes a squat C shape in cross section (Fig. 23). Subsequently, the arms of the C branch off at different levels of the stem, forming the characteristic three bundle rachis trace configuration of this genus (Fig. 24). Primary xylem of the foliar traces consists of a variable number of mesarch protoxylem strands at the outer margin of the metaxylem (Fig. 26). Protoxylem tracheids are 12–18 µm in diameter (mean = 14 µm) and metaxylem tracheids are 45–47 µm in diameter (mean = 57 µm). Secondary tissues of the foliar traces consist of radially aligned files of tracheids, xylem rays, and a poorly preserved cambio-phloic layer (Figs. 26 and 27). Files of secondary tracheids are 4–9 cells long and approximately 2–4 cells wide. Secondary xylem tracheids are 27–45 µm in diameter (mean = 34 µm): cellular details of ray cells have not been observed. Pitting of both metaxylem and secondary xylem tracheids is multiseriate, alternate with circular to oval apertures (Fig. 28).



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Figs. 20–28. Trivena arkansana gen. et sp. nov., leaf trace production. 20. Leaf trace originating from a single protoxylem sympodia. M1664 (C1-top), OUPH14518, x23, scale bar = 500 µm. 21. Leaf trace with secondary xylem within the cauline secondary xylem. M1664 (G1-top), OUPH14519, x15, scale bar = 500 µm. 22. Enlarging leaf trace between cauline secondary xylem and periderm. M1664 (S1-bot), OUPH14520, x13, scale bar = 1 mm. 23. Leaf trace at C-shape stage of development. M1664 (S1-top), OUPH14521, x14, scale bar = 1 mm. 24. Trifurcated leaf trace in leaf base. M2361 (H2-bot), OUPH14522, x15, scale bar = 1 mm. 25. Longitudinal section of leaf trace with secondary xylem in the cauline secondary xylem. M2361 (U2-LS 6), OUPH14523, x8, scale bar = 1 mm. 26. Individual trace in leaf base showing marginal mesarch protoxylem bundles (at arrows) and secondary tissues. M2361 (I3-bot), OUPH14524, x35, scale bar = 300 µm. 27. Longitudinal section of individual leaf trace in leaf base. M2361 (J-LS87), OUPH14525, x17, scale bar = 500 µm. 28. Alternate multiseriate pitting of tracheids (at arrows) of leaf trace in leaf base. M2361 (J-LS87), OUPH14525, x150, scale bar = 100 µm. Figure abbreviations: lt = leaf trace; pe = periderm.

 
When first produced, traces extend at a low angle from the stele and usually enter the cortex over a longitudinal distance of less than 1 cm. There is never more than one trace internal to the periderm in any given section. Leaves are decurrent and remain connected to the stem for approximately 10 cm, spanning slightly less than three internodes as defined anatomically (i.e., from point of leaf trace divergence from the stele). Internode length ranges from 2.0 to 4.5 cm (mean = 3.3 cm). Up to three attached rachis bases may be present in a single cross section of the stem. At the point of rachis base divergence, a Dictyoxylon-type cortex separates the stem and the diverging rachis (Fig. 29).



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Figs. 29–35. Trivena arkansana gen. et sp. nov., rachis, adventitious roots, and coprolites. 29. Leaf base divergence from stem. Note "Roman numerals" of Dictyoxylon-type cortex ("d" at arrows) developing between stem and leaf base. The three traces of the leaf base ("lt" at arrows) are out of position due to partial crushing of the leaf base. M1664 (P2-top), OUPH13732, x8.25, scale bar = 2 mm. 30. Unattached rachis with Dictyoxylon-type cortex and three leaf traces. M1664 (L1-top), OUPH14527, x20, scale bar = 500 µm. 31. Adventitious root in cauline secondary tissues. M3261 (H3-top), OUPH14528, x13, scale bar = 1 mm. 32. Adventitious root cross section in longitudinal section of stem. M2361 (J-LS46), OUPH14529, x12.5, scale bar = 1 mm. 33. Adventitious root with abundant secondary growth. M2361 (C1-bot), OUPH14530, x8.5, scale bar = 1 mm. 34. Arthropod coprolites in gallery in secondary phloem with plant wound response tissue (at arrow). M2361 (E1-top), OUPH14531, x35, scale bar = 200 µm. 35. Enlarged view of arthropod coprolites in gallery showing plant wound response tissue. M2361 (E1-top), OUPH14531, x60, scale bar = 100 µm. Figure abbreviations: ar, adventitious root, cm = middle cortex, d = Dictyoxylon-type cortex, lt = leaf trace, x2 = secondary xylem tracheids

 
One unattached rachis of probable Trivena affinity occurs in the same nodule as specimen M1664. This rachis is surrounded by a Dictyoxylon-type outer cortex and has three distinct leaf traces (Fig. 30), as do the rachis bases of Trivena. However, unlike traces in attached rachis bases, no secondary tissues are preserved. The rachis is almost 7 cm long and unbranched.

Adventitious roots
Numerous adventitious roots were observed in the two larger specimens (M1664 and M2361). These roots are randomly produced, and in cross section, can be recognized by the presence of a bulge that forms at the periphery of the stem secondary xylem and by the funnelform shape these roots assume in the secondary xylem (Fig. 31). In longitudinal section these roots are circular to oval within the cauline secondary xylem (Fig. 32). Well-developed secondary tissues are preserved with some of the roots (Fig. 33); however, primary xylem configuration has not been observed.

Arthropod remains
Coprolites occur individually and as agglomerations in the pith, secondary xylem, phloem, and cortex of several of the specimens. They are isodiametric to ovoid and range in size from 72 to 135 µm by 54 to 105 µm (mean = 100 by 83 µm), with a rough textured surface. In the phloem these coprolites occur within galleries that exhibit distinct wound response (Fig. 34), suggesting the stem was living at the time of phytophagy. Wound response tissues consist of a layer of 3–4 parenchymatous cells that are generally flattened and form the wall of the gallery. Galleries are circular to slightly radially oval in cross section and are approximately 375 µm in tangential internal diameter. The walls of the galleries are 50–75 µm thick. No wound response can be observed in the other tissues of the stem.


    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
Taxonomy
The presence of a stele with sympodial vascular architecture, secondary tissues produced by a bifacial vascular cambium, and massive rachis bases surrounded by an outer cortex with longitudinally directed bands of sclerenchyma fibers identifies Trivena as a Paleozoic pteridosperm stem. However, the combination of a eustele, sclerotic clusters in discontinuous rows, and a unique mode of leaf-trace production clearly distinguishes these specimens from other seed fern stems. Trivena cannot be placed in the Callistophytaceae or the Medullosaceae because ground tissues in all organs of callistophytes produce secretory cavities that are usually filled with resin (Rothwell, 1975 , 1981 ). These cavities are absent from Trivena. Additionally, medullosan stems produce leaf bases that are vascularized by traces that originate from several cauline protoxylem sympodia over the course of more than one node. With few exceptions, all other seed ferns produce leaf traces from one cauline protoxylem strand at a single node (Mapes and Rothwell, 1980 ).

The Buteoxylonaceae is the most poorly understood seed fern family (Taylor and Taylor, 1993 ) as it is known from only a few stem fragments from the upper Tournaisian of Scotland (Barnard and Long, 1973 , 1975 ) and the Upper Devonian of Ireland (Matten et al., 1980 ). The family is characterized as having a protostele surrounded by manoxylic wood with high narrow rays and rachises vascularized by a T-shaped bundle. However, some overlap of rachis morphology is reported between this family and the Lyginopteridaceae (Barnard and Long, 1973 ; Meyer-Berthaud, 1990 ).

The familial concepts of the Calamopityaceae and Lyginopteridaceae overlap in numerous characters (Table 1). For example, both groups include taxa that range from protostelic to eustelic, have primary xylem maturation that ranges from mesarch to exarch, and that produce sclerotic clusters in the parenchymatous cortex. Wood anatomy cannot be used to differentiate between the two families because the calamopityacean genera Calamopitys (Unger) sensu Galtier and Meyer-Berthaud (1989) and Stenomyelon (Kidston and Gwynne-Vaughan) sensu Meyer-Berthaud and Stein (1995) produce the same type of wood as the lyginopterid genera Lyginopteris Potonié and Heterangium Corda (Andrews, 1940 ). Likewise, the presence of a Sparganum- or Dictyoxylon-type outer cortex is not a distinguishing character. The Calamopityaceae may produce either the Sparganum or Dictyoxylon type (Beck and Stein, 1987 ) and in the lyginopterid genus Tetrastichia Gordon the presence of the Sparganum- or Dictyoxylon-type cortex is an ontogenetic feature (Gordon, 1938 ).


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Table 1. Comparison of selected characters of manoxylic Carboniferous pteridosperm genera.a

 
The presence of petioles and rachises of the Kalymma Unger or Lyginorachis Kidston type has been considered the most reliable character for defining the Calamopityaceae and Lyginopteridaceae, respectively (Barnard and Long, 1975 ; Galtier and Meyer-Berthaud, 1989 ; Galtier and Beck, 1992 ). However, this character must be used with caution because there is considerable overlap of petiole morphology between the two families (Beck and Stein, 1987 ). For example, the petiole of Calamopitys is vascularized by at least four xylem bundles (Galtier and Meyer-Berthaud, 1989 ) and the petiole of Heterangium is vascularized by up to 10 (Shadle and Stidd, 1975 ). In addition, the genus Lyginorachis has never been formally diagnosed (Meyer-Berthaud, 1990 ), and the generic concept has been expanded from petioles with adaxially concave xylem strands (Gordon, 1938 ) to include petioles with W-, U-, or V-shaped traces, three distinct bundles, T-shaped traces, or papillonoid traces (Meyer-Berthaud, 1990 and references therein). Despite doubts as to the reliability of rachis morphology as a taxonomic character, this feature remains the primary criterion on which early pteridosperm systematics is based (e.g., Beck and Stein, 1987 ; Galtier and Beck, 1992 ). The presence of three xylem bundles, an outer cortex of radial bands of sclerenchyma in the leaf base of Trivena (Figs. 24 and 29), and the unattached rachis in the concretion along with specimen M1664 (Fig. 30) all fall within the range of variation for Lyginorachis-type rachises.

Of the 13 currently recognized species of Lyginorachis (Meyer-Berthaud, 1990 ), two produce three distinct bundles; however, these two species are clearly distinct from the rachis produced by Trivena. Lyginorachis gordonii Galtier and Scott produces an outer cortex of the Sparganum type (Galtier and Scott, 1986 ), unlike the Dictyoxylon-type outer cortex of Trivena, and in L. trinervis bundle trifurcation occurs in the rachis (Calder, 1935 ), not in the stem cortex as in Trivena.

One character that may be diagnostic for distinguishing between the Lyginopteridaceae and the Calamopityaceae is the difference in the ratio of primary xylem diameter to stem diameter. It has been reported that calamopityacean stems have a small primary xylem to stem diameter ratio (averaging 1 : 10 and always exceeding 1 : 5), and lyginopterids have a large primary xylem to stem diameter ratio, ranging from 1 : 2 to 1 : 4 (Galtier, 1988 ). As noted above, the mean ratio of primary xylem diameter to stem diameter in Trivena is 1 : 4.2 (range = 1 : 3.25–1 : 5.0). This is slightly lower than the ratio Galtier (1988) reports for Lyginopteridaceae, but is clearly above that reported for Calamopityaceae.

A biological explanation for this difference in the ratio of pith to stem may be that calamopityaceans were primarily upright plants and that manoxylic lyginopterids were lianas or vine-like. Pycnoxylic lyginopterids such as Pitus Witham, Eristophyton Zalessky, and Stanwoodia Galtier and Scott were most likely upright plants; however, where a hypothesis of growth architecture is proposed, manoxylic lyginopterids are commonly reported as vine-like. Examples include Heterangium (Pigg et al., 1987 ), Microspermopteris (Baxter, 1949 ; Pigg et al., 1986 ), Rhetinangium (Gordon, 1912 ), Tetrastichia (Gordon, 1938 ), and Lyginopteris (Taylor and Millay, 1981 ; Gifford and Foster, 1989 ; Stewart and Rothwell, 1993 ; Tomescu et al., 2001 ). Evidence of vine-like growth architecture for the lyginopterids includes the presence of adventitious roots and stems that are too small to support the large leaves produced by these plants. Adventitious roots are observed in Heterangium (Pigg et al., 1987 ), Schopfiastrum Andrews (Stidd and Phillips, 1973 ), Microspermopteris (Taylor and Stockey, 1976 ), Laceya May and Matten (1983) , and Rhetinangium (Gordon, 1912 ). Among the Calamopityaceae, adventitious roots are rare. Vascular strands interpreted as rootlets are reported for Stenomyelon tuedianum (Kidston and Gwynne-Vaughan) Long by Meyer-Berthaud and Stein (1995) , and one Stenomyelon compression specimen shows adventitious roots (Long, 1964 ), but Long interprets Stenomyelon as a "straggling shrub." Additional evidence for a semi-self-supporting growth architecture for calamopityaceans includes a biomechanical analysis of Calamopitys (Rowe et al., 1993 ) and the presence of a small procambium, limited wood production, absence of a periderm, a Sparganum outer cortex, and multifascicular rachis bundles in Stenomyelon and Calamopitys (Meyer-Berthaud and Stein, 1995 ). It should be noted, however, that despite the absence of adventitious roots, a number of species of Calamopitys have been interpreted as possible vines based on small stem diameter and large leaf bases (Galtier, 1975 ; Rowe and Galtier, 1988 ). Like many lyginopterids, the presence of adventitious roots, small stems and large leaves suggests the growth architecture of Trivena was most likely prostrate, scrambling, or climbing.

Other features that may be used to distinguish the Lyginopteridaceae from the Calamopityaceae are stratigraphy and the presence or absence of a periderm. The Calamopityaceae are restricted to Famennian and Visean strata (Scott et al., 1984 ), whereas the Lyginopteridaceae range from the Upper Devonian to the Upper Pennsylvanian (Phillips, 1980 ; May and Matten, 1983 ). As noted above, Trivena is from Namurian A strata and is therefore within the known range of lyginopterids but younger than the known range of calamopityaceans.

A periderm is produced by Lyginopteris (Williamson, 1890 ), Heterangium (Pigg et al., 1987 ), Schopfiastrum (Stidd and Philips, 1973 ), and Microspermopteris (Pigg et al., 1986 ) of the Lyginopteridaceae, but no calamopityaceans are reported to produce these tissues. A periderm was reported in Stenomyelon tuedianum (Kidston and Gwynne-Vaughan, 1912 ) but a reinvestigation of the genus (Meyer-Berthaud and Stein, 1995 ) reinterpreted this tissue as comparable to the peripheral parenchyma of Diichnia (Beck et al., 1992 ) and Triichnia (Galtier and Beck, 1992 ). No periderm is reported for Bostonia Stein and Beck or Galtiera Beck and Stein, and the absence of a periderm is a generic character for Calamopitys (Galtier and Meyer-Berthaud, 1989 ). The absence of a periderm may be significant because it is part of a suite of characters that have been reported to suggest determinate growth in the Calamopityaceae (Hotton and Stein, 1994 ; Meyer-Berthaud and Stein, 1995 ).

Because no synapomorphies have been identified for the Lyginopteridaceae, Calamopityaceae, or Buteoxylonaceae, genera must be assigned to one of these families based on a combination of characters. Thus, Trivena is assigned to the Lyginopteridaceae based on the following: a mean ratio of primary stelar diameter to stem diameter of 1 : 4.2; scrambling or climbing growth architecture; the production of adventitious roots; leaf bases assignable to Lyginorachis; periderm; Dictyoxylon-type outer cortex; and the occurrence of the specimens in strata that are within the known stratigraphic range of the family.

There are currently 10 manoxylic lyginopterids to which Trivena can be compared (Table 1). Like Trivena, species of Lyginopteris are mesarch, produce adventitious roots, and have Dictyoxylon-type outer cortex, periderm (Bertram, 1989 ), leaf bases assignable to Lyginorachis, and a stele to stem ratio of approximately 1 : 4 (Galtier, 1988 ). In addition, Lyginopteris and Trivena overlap in biogeographic and biostratigraphic distribution (Tomescu et al., 2001 ). However, Lyginopteris has sclerotic cluster in the pith (Bertram, 1989 ), and the pith of Trivena has resin-filled parenchyma cells but no clusters (Fig. 7). More importantly, the two have distinctly different modes of leaf trace production. Traces of Lyginopteris originate as one bundle that bifurcates in the cauline secondary tissue and distally reunites and forms a U-, V-, or W-shape in the rachis base. Traces produced by Trivena are single in the stele and trifurcate in the stem cortex. Lyginopitys shares many of the above-mentioned characters with Lyginopteris including a similar rachis trace but is known only from the Tournaisian (Galtier, 1970 ).

Tetrastichia, Tristichia, and Laceya have actinosteles ranging from three- to four-lobed, have no periderm, and produce leaf traces without secondary tissues that form a U or W shape in the rachis base (Gordon, 1938 ; Long, 1961 ; May and Matten, 1983 , respectively).

Schopfiastrum shares a Dictyoxylon-type outer cortex and the presence of a periderm with Trivena. Characters of Schopfiastrum not found in Trivena include a vitalized protostele, cortical canals rather than sclerotic clusters, and a distinctly different mode of leaf trace production. The leaves of Schopfiastrum are produced in an alternate-distichous phyllotaxy and are vascularized by two protoxylem poles that divide into several protoxylem poles and form an abaxially lobate bundle. In addition, Schopfiastrum is restricted to the Westphalian C-D of Iowa, Illinois, and Kentucky (Andrews, 1945 ; Rothwell and Taylor, 1972 ; Stidd and Phillips, 1973 ).

The monospecific stem genus Rhetinangium is currently known only from the middle to upper Visean of Scotland and has a unique protostele with anastomosing groups of tracheids immersed in parenchymatous ground tissue (Gordon, 1912 ). Additional features that can be used to distinguish this genus from Trivena include the following: exarch xylem maturation, an inner cortex with secretory canals, and a periderm that is absent. Phyllotaxy is helical like Trivena, and the rachis is vascularized by a trace with accompanying secondary tissues that originate from one sympodial cauline bundle, but in the rachis base the trace forms a unique bundle of many U-shaped xylem groups united in a corrugated band (Gordon, 1912 ).

Microspermopteris is a seed fern that was originally described by Baxter (1949) and subsequently reinvestigated by Taylor and Stockey (1976) and Pigg et al. (1986) . The known range of the genus is from the Visean of Scotland to the Westphalian C-D of North America (Bertram, 1989 ). Stems have a characteristic protostele dissected into five wedges by longitudinal parenchymatous plates that radiate from the center of the stele. Protoxylem strands occur in pairs at the outer margin of the stele, with one strand on each side of a parenchyma plate. Rachis bases are vascularized by two traces, one from each strand of a pair, that fuse and form a C-shaped bundle as it passes through the cauline secondary tissues and cortex. In the petiole the trace assumes a squat V shape. No other taxa, including Trivena, produce this type of dissected stele and/or produce leaf traces by this mode.

One of the most extensively studied and widespread lyginopterid seed ferns is Heterangium, with as many as 22 permineralized species (Pigg et al., 1987 ), ranging stratigraphically from the middle Visean to the Stephanian B (Bertram, 1989 ). As originally established by Corda (1845) , the generic concept of Heterangium is restricted to stems with a vitalized protostele of large metaxylem cells surrounded by smaller celled parenchyma. Additional characters of the genus include horizontal sclerenchyma plates in the inner cortex and either a Sparganum- or Dictyoxylon-type outer cortex (Stewart and Rothwell, 1993 ). The genus exhibits variable modes of frond trace divergence and, based primarily on this character, was divided into two subgenera by Scott (1917) . Subgenus Heterangium (= Euheterangium) is characterized by leaf traces that arise from a single protoxylem pole, and subgenus Polyangium has leaf traces that arise from two separate protoxylem poles. In addition, the protoxylem poles are more highly developed in the subgenus Polyangium (Scott, 1917 ). Taylor and Millay (1981) suggest these distinctions are generic rather than subgeneric, but to date, this has not been formalized. A third subgenus, Lyginangium (Scott, 1917 , 1923 ), was established to accommodate two species that have centrifugal primary xylem surrounding a parenchymatous pith. This stelar morphology was thought to represent a transition between the protostele of Heterangium and the eustele of Lyginopteris (Kubart, 1914 ); however, more recent analysis suggests that one of the species, H. andrei Kubart, should be placed in the genus Lyginopteris (Bertram, 1986 ; Pigg et al., 1987 ). The second species, H. intermedium Kubart, is poorly known (Pigg et al., 1987 ). Regardless of whether the rachis trace originates from one or two protoxylem poles, where leaf base morphology of Heterangium is known, all species except one have rachis bases that are vascularized by few to several discrete bundles (Scott, 1917 ; Pigg et al., 1987 ). The lone exception, H. lintonii Stidd, is known from a single specimen and only tentatively assigned to Heterangium (Stidd, 1979 ).

Leaf trace production in subgenus Heterangium shows obvious similarities to leaf trace production in Trivena. However, this is most likely the result of parallel evolution in two lyginopterid seed fern genera because morphological data suggest the evolution of a eustele from the heterangium group is unlikely. The subgenus Heterangium is considered primitive, with its cryptic protoxylem poles, and species of Polyangium are considered a highly derived endgroup because of their distinct protoxylem poles (Beck et al., 1982 ) and stratigraphic position (Pigg et al., 1987 ). Hirmer (1933) analyzed the protoxylem architecture of H. kukuki Hirmer (subgenus Polyangium) and determined that like H. grievii Williamson of the subgenus Heterangium (Beck et al., 1982 ), leaf traces are connected to a solid core of cauline xylem rather than sympodia as would be expected from the ancestor of a eustelic taxon. These data, along with the contemporaneous occurrence of primitive Heterangium species and Trivena, suggest the two taxa are distinct genera and not closely related.

Sclerotic clusters
Sclerotic clusters in the cortex of Trivena may have both taxonomic and ecological significance. Beck and Stein (1987) considered two possible explanations for the presence of similar clusters found in association with the phloem of Galtiera: (1) they may represent a mechanism by which the cortex accommodates a diametric increase in secondary xylem, or (2) they may be a pathological response to a virus introduced by an insect vector. Evidence presented to support the second hypothesis includes that when viruses are introduced into plant tissues by insects, the virus is most commonly transmitted through the phloem and hyperplasia is a common histological plant response (Esau, 1956 ). The histological response results in a mass of tissue similar to the sclerotic clusters of Galtiera (Beck and Stein, 1987 ) and other seed ferns. Beck and Stein did not report direct evidence for the presence of insects in their specimen of Galtiera; however, such evidence is clear in Trivena (Fig. 34). As reported above, insect coprolites in galleries within the phloem of Trivena exhibit distinct wound response tissues, demonstrating that bark-burrowing arthropods were part of the Upper Mississippian ecosystem and that plants had evolved a reaction to such invasions: this gives support to the hypothesis that sclerotic clusters of some seed ferns may be a response to viral infections (Beck and Stein, 1987 ). If this is true, sclerotic clusters in the phloem and randomly dispersed in the cortex are not a reliable taxonomic character in seed fern phylogeny. Of course, this would not apply to sclerotic clusters in discontinuous rows if they were produced by a discontinuous cambia. Evolutionarily, this suggests that plant-burrowing arthropods and co-evolutionary plant responses existed earlier than previously reported (e.g., Lesnikowska, 1990 ).

Conclusion
The genus Trivena extends the range of variation and distribution of lyginopterid seed ferns and adds a new eustelic genus from a Mississippian non-coal swamp environment to the family. If, as mentioned above, seed plant evolution involves the pteridosperms, the evidence will very likely be found in a clastic swamp environment such as the Fayetteville flora, not from a coal swamp environment. That is because many workers suggest coal swamps were environments of evolutionary stasis for Paleozoic plants in general (DiMichele and Aronson, 1992 and references therein) and lyginopterids specifically (Taylor and Millay, 1981 ). It is hoped that this, and ongoing studies of the fossil plants of the Fayetteville Formation, will provide valuable data in the continuing search for evidence of the phylogeny and relationships among the pteridosperms and ultimately all seed plants.


    FOOTNOTES
 
1 This research was supported in part by the Geological Society of America, Graduate Student Research Grant NO. 6876-01; Botanical Society of America, Karling Graduate Student Research Award; Paleontological Society of America, Student Grant-in Aid; and Ohio University, Student Enhancement Award NO. SEA02-08 to M.T.D. We thank W. E. Stein and an anonymous reviewer for their constructive reviews of this manuscript. Back

2 Author for reprint requests (e-mail: md369590{at}ohiou.edu) Back


    LITERATURE CITED
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 SYSTEMATICS
 DESCRIPTION
 DISCUSSION
 LITERATURE CITED
 
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M. T. Dunn, G. W. Rothwell, and G. Mapes
The Fayetteville Flora of Arkansas (USA): A snapshot of terrestrial vegetation patterns within a clastic swamp at Late Mississippian time
Geological Society of America Special Papers, January 1, 2006; 399(0): 127 - 137.
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