V.C. Holmes 2010: Dryopteris margina/is(Dryopter\daceae): New to Texas. Phytoneuron DRYOPTERIS MARGINALIS (DRYOPTERIDACEAE): NEW TO TEXAS Jeffrey N. Mink Department of Biology Baylor University Waco, Texas 76798-7388 Jeffrey_Mink@baylor.edu Jason R. Singhurst Wildlife Diversity Program Texas Parks and Wildlife Department 4200 Smith School Road Austin, Texas 78704 Walter C. Holmes Department of Biology Baylor University Waco, Texas 76798-7388 ABSTRACT Dryopteris marginalis (L.) A Gray, the marginal wood ism, is reported as new to the native flora of Texas. The species is known only from Hemphill County, which is located in the southern Great Plains of the Panhandle area of the state. A voucher map of distribution of the fern in Texas and Oklahoma is included, along with a discussion of associated vegetation and notes on historical occurrence. KEY WORDS: Dryopteris, Dryopteridaceae, Texas Panhandle, Canadian River. Hemphill County. Rolling Plains, Great Plains. Until now, four species of Dryopteris (wood ferns) have been known to occur in Texas: D. celsa (W. Palmer) Knowlton (Diggs el:, al. 2006). D. cinnamomea (Cav.) C. Christensen, D.filix-mas (L.) Schott, and D. ludoviciana (Kunze) Small (Turner et al. 2003). Recent botanical field investigations in the Panhandle region of Texas have resulted in the discovery of a fifth species, Dryopteris marginalis (L.) A. Gray, which we document here as new for the state. Voucher: TEXAS. Hemphill Co.: Gene Howe Wildlife Management Area; along terraced stream bank adjacent to the Canadian river, 15 Oct 2009, J.R. Singhurst 1 7614 (BAYLU). Figs. 2 and 3. Dryopteris marginalis is the only known member of the genus in North America with sub- marginal/marginal sori (see Fig. 3). It can be readily distinguished from the other species of Dryopteris by the sori location and by the tawny scales on stipe and rachis. Dryopteris film-mas and D. celsa may superficially resemble D. marginalis but both have serrate pinnae margins, whereas D. marginalis has entire pinnae or slightly lobed margins, not toothed. In D. ludoviciana, segments of fertile pinnae are distinctly narrower than sterile pinnae and occupy only the distal third to half of the blade. Lastly, D nit i o lea has small lamime (14-26 cm length), stramineous to greenish (rarely castaneous) stipes with abundant long scales (8-18 mm) possessing entire margins, acuminate, twisted tips, and glandular adaxial and abaxial laminar surfaces. In Texas, D. cinnamomea is known only by a collection from ValVerde County near Comstock The preceding paragraph of discriminating s 2010: Dryopteris marginalis I characters is adapted from Lellinger (1985), Mickel & Beitel (1988), McVaugh (1992), and Montgomery and Wagner (1993). Located on the eastern edge of the Texas Panhandle, the vegetation of Hemphill Count}' is part of the mixed grass prairie of the Great Plains. In Texas, this area is known as the Rolling Plains vegetational region reflecting a natural plant community contingent on grassland development and diversification since at least the Miocene (Weave!' 1954; Barnard & Frankel 1964). Nonetheless, the county includes many species that occur in similar riparian environments throughout the eastern United States. Characteristic eastern herbaceous species reported from Hemphill County are Eupatorium perfoliatum, Euthamia gymnospermoides, Hibiscus iaevis, Pluchea camphorata, and Thalictrum dasycarpum. Notable eastern woody plants are Cornus drummondii, Diospyros virginiana, and Moms rubra, all infrequently occurring in the bottomlands of the Canadian River. Interesting or unusual species of the area are Beruia erecta and Verbena hastata. The most abundant woody plants in Gene Howe Wildlife Management Area (GHWMA) bottomlands are Ulmus americana, Celtis occidentalis, and Populus deltoides, while Quercus stellata, Sapindus saponaria var. drummondii, and Ulmus pumila are prinupjli » limited lo sloped and upland areas. The western distributional limit of Dryopteris marginalis in the southern USA extends to central Oklahoma (McGregor & Barkley 1977, 1986; Montgomery & Wagner 1993). The known occurrence nearest to the Hemphill County record is in Comanche County, Oklahoma (Fig. 1), which is approximately 200 km to the southeast. The Canadian River, flowing west to east, bisects Hemphill County and portions of GHWMA This river corridor is an important consideration, in concert with various influences of engineered or natural succession that contribute to landscape alterations. We postulate that these dynamics may have contributed to the distributional expansion of eastern herbaceous species such as Dryopteris marginalis. Whether the occurrence of Dryopteris marginalis in Hemphill County resulted from eastern woodland encroachment or resulted from Pleistocene glaciations is unknown. It is plausible that environmental alterations, possibly by humans, contributed to the westward spread of the species. Over the last two centuries, anthropogenic influences have promoted westward expansion of more eastern riparian woodlands (Tomelleri 2004). especially throughout river corridors and associated mesic areas of the Great Plains (Johnson 1994). Extirpation of historic herbivore communities and subsequent replacement by domestic cattle pursuits are conspicuous examples of this influence. Repeated prairie fire suppression coupled with increased agricultural cultivation and continued introduction of alien species have also profoundly affected the natural regime and distributions of native plant species in the Great Plains. The core of diversity for Dryopteris (Dryopteridaceae), a genus of about 250 species, is centered in temperate Asia (Wagner 1970; Montgomery & Wagner 1993; Smith 1993). Contemporary distributions of 14 known Dryopteris species in the USA and Canada (Montgomery &. Wagner 1993) suggest a Pan-Tertiary migration, perhaps in combination with Pleistocene inter- glaciations. Peck and Peck (1988) discussed these taxa affinities, e.g. polyploidy and production of hybrids, and Pleistocene glaciation events tliat may have created conditions fostering diversification and current phytogeographic patterns of Dryopteris in North America. ACKNOWLEDGEMENTS The authors thank, the curators of the following herbarium for loans of specimens and/or photographs: GH, MO, UMO Bruce Byars at Baylor University's Center for Spatial Research assisted with production of the distribution map. Darreil S. Vodopich of the Biology Department at Baylor University provided photography of voucher specimen. s 2010: Dryopteris marginalis \ LITERATURE CITED Barnard, C. and O.H. Frankel. 1964. Glass, grazing animals, and man in historic perspective. Pp. 1-12 in C. Barnard (ed.), Grasses and grasslands. Macmillan & Co., London. Diggs, G.M. Jr., B.L. Lipscomb, M.D. Reed and R.J. O'Kennon. 2006. Illustrated Flora of East Texas, Vol. I. Sida, Bot. Misc. 26. Botanical Research Institute of Texas, Fort Worth. Johnson, W.C. 1994. Woodland expansion in the Platte River, Nebraska: patterns and causes. Ecological Monogr. 64:45-84. Lellinger, D.B. 1985. A field manual of the ferns & fern-allies of the United States & Canada. Smithsonian Institution Press, Washington, D.C. McGregor, RL. (coord.) and T.M. Barkley (ed.). 1977. Atlas of the Flora of the Great Plains. Iowa State Univ. Press, Ames. McGregor, RL. (coord.) and T.M. Barkley (ed.). 1986. Flora of the Great Plains. Univ. Press of Kansas, Lawrence. McVaugh, R 1992. Flora Novo-Galiciana: A descriptive account of the vascular plants of western Mexico, Vol. 17. The University of Michigan Herbarium, Ann Arbor. Mckel, J.T. and J.M. Beitel. 1988. Pteridophyte flora of Oaxaca, Mexico. Mem. New York Bot. Gard. 46. Montgomery, J.D. and W.H. Wagner. 1993. Dryopteris. Pp. 280-288 in Flora of North America Editorial Committee, Flora of North America, Vol. 2. Oxford University Press, New York. Oklahoma Biological Survey. 2010. Vascular Plants Database, Accessed 8 Nov 2010. Peck, J.H. and C.J. Peck. 1988. Distribution, abundance, status, and phytogeography of log ferns (Dryopteris: Woodsiaceae) in Arkansas. Proc. Arkansas Acad. Sci. 54: 74-78. Smith, AR 1993. Dryopteridaceae Herter. In Flora of North America Editorial Committee, eds., Flora of North America North of Mexico 2. Oxford Univ. Press, New York. pp. 246-249. Tomelleri, J.R. 1984. Dynamics of the woody vegetation along the Arkansas River in western Kansas, 1870-1983. Unpublished M.S. thesis, Fort Hays State Univ., Hays, Kansas. Turner, B.L., H. Nichols, G. Denny, and O. Doron. 2003. Atlas of the Vascular Plants of Texas, Vol. II. Sida, Bot. Msc. 24. Botanical Research Inst, of Texas, Fort Worth. Wagner, W.H. Jr. 1970. Evolution of Dryopteris in Relation to the Appalachians. Pp. 147-192 in P.C. Holt (ed.), The Distributional History of the Biota of the southern Appalachians. Part 2, Flora. Virginia Polytechnic Inst, and State Univ., Res. Div. Monogr. 2, Blacksburg. Weaver, J.E. 1954. North American Prairie. Johnson Pub!. Co., Lincoln. Nebraska. I: Dryopteris marginal is n r . - W - 10O'W 98'W V- J 1 L o y..j 5jj>ji !• ■N ^ V I -^a^u i fiT** 1 o N i ■~ .. u t> jlr^ tW 1 ^x^ L .J. ... \A .jlj^ ^itj Figure I . Known county distribution of Dryopteris marginal is in Oklahoma and Texas (from McGregor &. Barkley 1977, 1986; Oklahoma Biological Survey 2010). Mink, Singhurst, and Holmes 2010: Dryopteris marginalis n< Figure 2. Dryopteris marginalis. Voucher, Hemphill Co., Texas (Singhurst 1 7614). is 2010: Dryopteris marginalis Figure 3a and b. Dryopteris marginalis. Voucher with mature submarginal si (Singhurst 1 7614). The image below is from the upper one. i, Hemphill Co., Texas 5 mm