Botanical Society of the British Isles Patron: Her Majesty Queen Elizabeth the Queen Mother Applications for membership should be addressed to the Hon. General Secretary, c/o Department of Botany, British Museum (Natural History), Cromwell Road, London, SW7 5BD, from whom copies of the Society’s Prospectus may be obtained. Officers for 1987-88 Elected at the Annual General Meeting, 9th May 1987 President, Professor C. A. Stace Vice-Presidents, Dr H. J. M. Bowen, Mr F. H. Perring, Dr A. J. Richards Honorary General Secretary, Mrs M. Briggs Honorary Treasurer, Mr M. Walpole Back issues of Watsonia are handled by Messrs Wm Dawson & Sons Limited, Cannon House, Folkestone, Kent, to whom orders for all issues prior to Volume 16 part 1 should be sent. Recent issues (Vol. 16 part 1 onwards) are available from the Hon. Treasurer of the B.S.B.I., 68 Outwoods Road, Loughborough, Leicestershire. pest Tr, oC Mi THSG; Ne a0] Watsonia, 16, 365-371 (1987) 365 JUL 14 198¢ tel: MERA RIES An introduction to the study of the British Hieracia, 1. History and classification P. D. SELL Botany School, Downing Street, The University, Cambridge, CB2 3EA ABSTRACT A brief account is given of the historical background to the study of Hieracium L. in the British Isles. Pilosella Hill is recognized as a distinct genus. The typification of and differences between Hieracium and Pilosella are set out. The disparity between the Scandinavian and British schools of thought and those of central Europe as regards the definition of species is discussed. HISTORY From the time of Linnaeus onwards the number of described species of Hieracium has grown with ever-increasing rapidity. The first volume devoted to the genus in the British Isles was by Backhouse junior (1856), which was based on the classification of Fries (1847-1848). It contains 33 species in eight sections. Eleven of the species were new and have been subsequently maintained by the majority of authors. Eight of them belong to the series Alpina and series Subalpina, and the account deals essentially only with Upper Teesdale and the Clova and Braemar districts of Scotland. All the taxa are clearly defined and well represented by herbarium material (BM, CGE). An account of Hieracium, based on the work of Backhouse, was also published by Babington (1856) in the 4th edition of his Manual. The descriptions were probably drawn up by Babington from a set of Hieracia given him by Backhouse and now in CGE. The Preface of both works is dated 1st May 1856. I am indebted to William Stearn for the following information concerning the problem of priority between the two works. Backhouse’s Monograph was reviewed in Gard. Chron., 1856: 304 (3rd May 1856) and Ann. Mag. Nat. Hist. , Ser. 2, 17: 418 (May 1856), and was received by the Linnean Society on 16th June 1856. Babington’s Manual, 4th ed., was reviewed in Gard. Chron., 1856: 391 (7th June 1856) as “‘just appeared” and Ann. Mag. Nat. Hist., Ser. 2, 18: 163 (August 1856), and received by the British Museum on 11th June 1856. From this it is reasonable to accept that Backhouse’s Monograph was published in (April—) May 1856 and Babington’s Manual, 4th ed., in June 1856. This accords with Babington’s statement, presumably inserted in the last proof, that he had availed himself of the British Hieracia “lately published by my friend Mr James Backhouse, Jun.”’. A revised account of the genus, based on Backhouse’s work, was published ten years later by Sowerby (1878). It adds one new species and four new varieties. From 1878 until the end of the century, no more advanced elaboration was shown in any British Flora, and Hooker (1884) in fact reduced the number of species to ten. Towards the end of the last century a number of amateur botanists became interested in Hieracium. Foremost of these was F. J. Hanbury, who published a number of papers in the Journal of Botany (London) (Hanbury 1888, 1889, 1892, 1893, 1894a,b) which culminated in 1894 with a list of all the taxa known to him in the British flora, 104 species and 114 varieties. Hanbury himself described as new 24 species and over 30 varieties. Although some of his descriptions were grossly inadequate, his herbarium (BM) was one of the finest ever made, and there is no difficulty in interpreting his taxa. Between 1889 and 1898 Hanbury started publishing An illustrated monograph of the British Hieracia, with large plates reproduced from water-colour drawings by Miss Gulielma 366 P. D-ASELL Lister. It was unfortunately never finished. The least satisfactory of Hanbury’s works is the account with Miss R. F. Thompson of Hieracium in the 9th edition of Babington’s Manual of British Botany (Hanbury & Thompson 1904), in which 97 species were described. Although the details of the descriptions are perfectly true as regard to facts, they are too general and do not contrast the important features and are utterly useless for the purpose of identification or classification. Hanbury referred many of his specimens to the Scandinavian botanists C. J. Lindeberg and M. Elfstrand for comment, and it is possibly this early contact that led British students of the genus to follow the Scandinavian school of thought as opposed to that which developed in central Europe. Simultaneous with the work of Hanbury was that of two brothers, the Revs E. F. and W. R. Linton. Efficient field botanists, they published accounts of their new species and varieties which were much more detailed and accurate than those of Hanbury. As well as papers in the Journal of Botany (London) (E. F. Linton 1891, 1897, 1911; E. F. & W. R. Linton 1893; W. R. Linton 1890), one of them brought out An account of the British Hieracia (W. R. Linton 1905). It contained 124 species, one subspecies and 135 varieties and forms. It was the most generally useful work until Pugsley (1948). In total the brothers Linton described 16 new species and 37 new varieties. In 1896 they began the issue of a Set of British Hieracia which extended to 160 numbers by 1901, and an additional fascicle of 25 numbers was sent out in 1906. The sets were filled partly by wild specimens and partly by cultivated ones. This, together with the fact that some numbers were made up of plants from different localities, means that the sets should be used with care, as the same number sometimes contains more than one species. Another connoisseur of hawkweeds was the Rev. A. Ley, who concentrated mainly on the Welsh species. He published several papers describing new taxa (Ley 1895, 1898, 1899, 1900, 1901, 1907, 1909, 1910), the most important being on Brecon and West Yorkshire Hawkweeds (Ley 1909). W. H. Beeby collected and described some of the first new species in the series Alpestria from Shetland (Beeby 1891a,b, 1908), and the Rev. W. H. Purchas named a new species from Derbyshire and a new variety from the Wye Valley (Purchas 1895, 1899). Perhaps the most critical of all British field botanists, the Rev. E. S. Marshall, described three new species and collected a wealth of interesting material especially from Scotland (Marshall 1892a,b, 1894, 1913). The finds made on these Scottish journeys are published, sometimes with F. J. Hanbury or W. A. Shoolbred, in numerous papers in the Journal of Botany (London). While all this activity was going on in the field, F. N. Williams was sitting in the British Museum or Kew producing his Prodromus Florae Britannicae. His account of Hieracium (Williams 1902, 1903) contains 75 species and many varieties. The descriptions, though of considerable length, show no salient or contrasting characters and the species are somewhat grotesquely arranged within the sections. It is quite clear Williams knew little about the living plants. He was, however, the first British botanist to find foliar glands in the series Alpina and to use the character of the receptacle pits. On the Continent of Europe, A. Jordan, C. Arvet-Touvet and H. Sudre had described many new species from France, while C. J. Lindeberg, J. P. Norrlin, M. Elfstrand and H. Dahlstedt were busy in Scandinavia. Although some of these authors started by giving their new taxa the rank of subspecies, they usually finished up by accepting them as species. In central Europe, however, the enormous works by Naegeli & Peter (1885-1886) and Zahn (1921-1923) were adopting a system of species principales each with numerous subspecies which are taxonomically equivalent to the species of British and Scandinavian botanists. The basic difference between the two schools of thought, which still exists, is that the central European botanists believe they can tell how their taxa originated and the British and Scandinavian botanists do not think this is possible. Zahn’s (1921-23) monumental monograph in Engler’s Pflanzenreich describes 756 species principales in four subgenera with a vast number of subspecies. The index includes approximately 18,000 names. There are 47 sections, but a great many of the main taxa are regarded as species intermediae (each with numerous subspecies) which are considered to be intermediate between sections. Although an invaluable source of reference to the dedicated hieraciologist, it is useless for identification by any normal procedure as the keys only cover typical members of the group, and species intermediae are not included in the keys at all. Zahn’s knowledge of the British Hieracia was almost entirely based on Linton’s Set of British Hieracia, for the contents of which he coined many new names. Between the two World Wars very little was published on British Hieracia. H. H. Johnston and G. C. Druce sent many specimens to H. Dahlstedt (then more interested in Taraxacum) and K. H. HISTORY AND CLASSIFICATION OF HIERACIUM 367 Zahn (who had finished his monographic work). Numerous new subspecies and species were described by them based on poor specimens from a flora they did not know well, and most of these names have disappeared into synonymy. Two lists were produced in the 1920s, the first by Roffey (1925) and the second by Druce (1928). Neither author knew much about Hieracium and both tried to combine the work of British botanists with that of Zahn. Many new names were introduced to the British literature. This brings us to the fine monograph produced by Pugsley (1948). It provided detailed descriptions of 260 species and brought together names used by all previous British authors as well as linking them up with Continental works. Pugsley described 62 new species and 53 new varieties and was responsible for ten new names and 36 new combinations. Over the last 35 years, I have, in co-operation with Dr C. West, examined most of the specimens cited by Pugsley and seen the majority of the species in the field, many in their type localities. Some of Pugsley’s species have been reduced to synonymy and more new species have been described. In Dandy (1958) we brought Pugsley’s species nomenclaturally up to date, and later mapped all the species then known to us (Sell & West 1968). The new species and nomenclatural corrections were published in separate papers in Watsonia (Sell & West 1955, 1962, 1965, 1967). Work on the distribution of the Hieracia has continued, particularly by A. G. Kenneth and A. McG. Stirling, who published an account of the hawkweeds of western Scotland (Kenneth & Stirling 1970). M. McC. Webster included 88 species in her Flora of Moray, Nairn and East Inverness (Webster 1978), and Dr West and I endeavoured to make a key to them. In 1981, a Hieracium Study Group was started within the B.S.B.I., with 36 members. It has so far distributed six series of notes. One of the most obvious results of recent work is that when areas such as Ross and southern Scotland, -which have previously received little attention, are investigated, they produce a number of new species, whereas more intensive investigation of Cardiganshire, v.c. 46, by Chater (1984) has not produced any new species, but has added considerably to the number of species known in the county. D. J. Tennant has devoted much time over the last 20 years working on the species of the series Alpina. Not only has he seen all of them in the field, but he has cultivated most of the species in his garden. The writing up of this group is in progress. A word or two needs to be said about the genus in Ireland. Ireland has produced no hieraciologist of its own. R. L. Praeger collected many specimens on his travels (DBN) and most of the British botanists interested in Hieracium made at least one visit to Ireland. The material as a whole is not very well preserved and good modern specimens are badly needed for a re-appraisal of the Irish species. In particular, the rediscovery of H. hartii (F. J. Hanb.) P. D. Sell & C. West is desirable. It is a species which, when originally described by Hanbury (1892), was said to be in great profusion on Slieve League, Donegai. CLASSIFICATION When preparing the accounts of Hieracium for Flora Europaea (Sell & West 1976) and Flora of Turkey (Sell & West 1975a), Dr West and I had to consider the classification of the genus throughout its range and to decide which of the two schools of thought to adopt as regards the definition of species. Zahn (1921-1923) has four subgenera. One of these, Pilosella Hill, we had treated as a separate genus in Sell & West (1968), and continued to do so in the Flora of Turkey (Sell & West 1975a). For Flora Europaea, the editors, Tutin et al. (1976), after consultation with regional advisers, decided against this treatment, preferring continuity with the treatment of Zahn. Our separation of Pilosella from Hieracium was based on the characters in the following descriptions. HIERACIUM L., Sp. Pl., 799 (1753); Gen. Pl., 5th ed., 350 (1754). Lectotype: H. murorum L. (vide N. L. Britton & A. Brown, Ill. Fl. N. United States, 2nd ed., 3: 328 (1913)). Perennial herbs, the descending or oblique rootstock with thick fibres, not stoloniferous. Stems usually solitary, sometimes few. Basal leaves, when present, in a rosette, sometimes withered at anthesis; cauline leaves none to numerous; all entire to deeply dentate, at least the basal usually 368 P. D. SELE distinctly petiolate. Margins of receptacle pits more or less dentate, sometimes with more or less long fimbriae. Ligules yellow, sometimes dingy yellow, rarely greenish. Achenes 3-5 mm, 10- ribbed, ribs apically confluent in an obscure ring; pappus hairs in two series, unequal. About 10,000 species, probably mainly apogamous, described from Europe, N.W. Africa, N. and W. Asia and N. America. Hieracium murorum was first described by Linnaeus (1753, p. 802). His diagnosis, Hieracium caule ramoso, foliis radicalibus ovatis dentatis; caulino minori, is taken from the Hortus Cliffortianus no. 6 on page 388 without change. There is a sheet in the Hortus Cliffortianus (BM) labelled ‘‘Hieracium macrocaulon, hirsutum, folio rotundiore” and in an unknown hand ‘“‘murorum 6’’. The sheet contains a stem with a bract and an inflorescence of 20 capitula, a second stem with four capitula and one large, ovate, nearly entire leaf, and two unattached basal leaves which are large, ovate and nearly entire. The two stems belong to different species. The one with 20 capitula certainly belongs to the aggregate species Hieracium murorum as understood by most Continental botanists, but it is too inadequate to identify as to segregate species. The second stem I cannot place at all. It does not belong to the aggregate species Hieracium murorum. I would not like to say to which stem, if either, the two basal leaves belong. I have selected the stem with 20 capitula as the lectotype of Hieracium murorum L. It will enable the Continental botanists to continue its usage in the aggregate sense. As the type species of the genus it does not disagree with Linnaeus’ generic diagnosis. A second sheet in the Hortus Cliffortianus labelled ‘‘Hieracium murorum laciniatum minus, pilosum” is referable to Hieracium murorum f of Linnaeus (1753, p. 803). PILOSELLA Hill, Brit. Herb., 441 (1756). Holotype: Pilosella major repens hirsuta Bauhin = P. officinarum C. H. & F. W. Schultz (Hieracium pilosella L.). Perennial herbs, with horizontal or oblique rhizomes and persistent rosettes of leaves from the axils of which prostrate leafy, or underground scaly stolons are often developed. Stems (1—) few to numerous. Leaves entire or slightly denticulate, never distinctly petiolate, often all basal; cauline leaves when present usually small. Margins of receptacle pits shortly dentate. Ligules yellow, outer sometimes with a red stripe on outer face, rarely reddish. Achenes up to 2:5 mm, 10-ribbed, each rib projecting to form a crenulate truncate apex; pappus hairs in 1 series with a few shorter than the rest. 18 species, probably mostly sexual, in Eurasia and N. W. Africa. Hybrids between most species that grow together have been recorded. The two remaining subgenera of Zahn’s monograph are mainly American, with isolated species in S. Africa and southern Europe. Jeffrey (1966) concluded that the S. African species of subgenus Stenotheca Fries, H. capense L., should really belong to the genus Tolpis Adanson, where it was placed by Schultz-Bip. in 1861; and in Flora Europaea (Sell & West 1976), H. staticifolia All. of southern Europe was also included in Tolpis as Schultz-Bip. had earlier concluded. Whether Tolpis is the correct place for these species or whether they should be in a separate genus (Chlorocrepis Griseb. is available), West and I were not certain, but we considered they should not be included in Hieracium. The American species of the subgenera Stenotheca and Mandonia Arvet-Touvet bear no resemblance in general facies to the majority of species in Hieracium proper, but they fit in much better with the facies of species included in Crepis. If the generic descriptions in Zahn’s monographic treatment of Hieracium and Babcock’s (1947) description in his monographic treatment of Crepis L. are compared it will be seen there are no characters which will absolutely distinguish the two genera. In Europe and western Asia, the main area of diversity of the two genera, they can be readily separated by the arrangement of the involucral bracts and their general facies. In Hieracium the involucral bracts are in a graduated series, in Crepis there is an inner row of long bracts and an outer row of lax, short bracts giving the appearance of a cup and saucer. In all Hieracium species the pappus is discoloured and rather stiff, and in Crepis it is mainly white and soft, but in some species (including C. paludosa) it is like Hieracium. In Hieracium the apex of the achene is always broad and truncate, while in Crepis it is often narrowed and sometimes beaked. The American species of Hieracium of the subgenera Stenotheca and Mandonia have the general HISTORY AND CLASSIFICATION OF HIERACIUM 369 facies and involucral bracts of Crepis and the pappus of Hieracium. The achenes are sometimes narrowed or shortly beaked at the apex. The basic chromosome number of Hieracium is 9, a number not recorded in Crepis, although the basic number of that genus varies from 3 to 13. Those American species of Hieracium subgenus Stenotheca whose chromosomes have been counted have a base number of 9. Nevertheless, on morphological grounds they are best placed in Crepis, which includes great morphological variation and has by some authors been split into several genera. This leaves Hieracium more clearly defined, and including only the subgenus Eu-Hieracium of the classification of Zahn. The only entity below the rank of genus that has any useful meaning is that which the Scandinavian and British botanists call a species and the central European botanists call a subspecies. They are not subspecies in the normal sense of the word (that is, either geographically or ecologically discrete taxa) as several can grow intermingled, nor is the near relationship of all the subspecies included by Zahn under a species principalis certain. What is known about the subspecies of Zahn’s species principales suggests that most are apogamous triploids and tetraploids which almost certainly have a hybrid origin, as do those subspecies within species intermediae considered by him to be intermediate between sections. The present known diploids are few (Merxmiiller 1975) and most are in southern Europe. Even if all the chomosome numbers of the taxa were known, it is doubtful if a workable phylogenetic classification could be suggested as some at least of the ancestral species will have died out. As it is, the greater part of any suggested phylogenetic relationship in Hieracium is pure guesswork and it is better to group the taxa according to their morphological affinities. When several taxa grow together in one locality, all the specimens can be put into these taxa: there are no intermediates. It is therefore better to give all such taxa binomials and regard them as species. Any grouping of the species results in intermediates between groups in many directions. It is possible to make major groups into which large numbers of species fall absolutely and many others fall on a majority of characters. As these are mainly a collection of apogamous taxa which may or may not have any phylogenetic relationship it is best to give them the lowest possible rank, that of series. An added incentive to use this rank is that the epithets used for these groups by Fries (1847-1848) and most later authors can in the main be retained. In Flora Europaea (Sell & West 1976), we divided the account of subgenus Hieracium into 38 of these series, but we did not give them names in deference to our central European colleagues who still wished to use Zahn’s classification. It was not practical to include all the vast number of species that had been described and some grouping was therefore necessary. The most sensible thing to do was to use most of Zahn’s species principales and intermediae as groups and arrange them within our series. It sometimes proved difficult to correlate our classification with that of Zahn, as we had some groups which were different from those of Zahn and we transferred some segregates to other groups. These groups are in no sense comparable with ordinary sexual species. We did, however, try to find the correct name for each group (contrary to the statement by Jeffrey (1978, p. 499)) for those who wished to call them species. To use ‘group’ and not ‘sensu lato’ with an authority was the decision of the editors, not the authors. Those who wish to use Zahn’s complete classification will have to make many hundreds, if not thousands, of new combinations at all ranks to bring it up to date. Dr West and I pointed out some of the problems involved (Sell & West 1975b). ACKNOWLEDGMENTS Although it has fallen to my lot to write this paper, it is in fact the result of 30 years of joint work with the late Dr Cyril West. I am indebted to A. O. Chater, D. J. Tennant and S. M. Walters for reading through the paper and making useful comments. REFERENCES Bascock, E. B. (1947). The genus Crepis. Univ. Calif. Publ. Bot., 21 & 22. BaBINGTON, C. C. (1856). Manual of British botany, 4th ed. London. BACKHOUSE JUN., J. (1856). A monograph of the British Hieracia. York. 370 PP DASELE Beesy, W. H. (1891a). Hieracium protractum Lindeb. in Britain. J. Bot. (Lond.), 29: 53. Beesy, W. H. (1891b). A new Hieracium. J. Bot. (Lond.), 29: 243-244. Beesy, W. H. (1908). On the flora of Shetland. Ann. Scot. nat. Hist., 1908: 110-117. Cuater, A. O. (1984). Recent collections of Hieracium in v.c. 46. Hieracia Group Notes, 6: 1-3. Danpy, J. E. (1958). List of British vascular plants. London. Druce, G. C. (1928). British plant list, 2nd ed. Arbroath. Fries, E. (1847-1848). 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(1967). Hieracium L., in Notes on the British flora. Watsonia, 6: 303-313. SELL, P. D. & WEst, C. (1968). Hieracium L. and Pilosella Hill, in PERRING, F. H. & SELL, P. D., eds. Critical supplement to the atlas of the British flora, pp. 75-134. London. HISTORY AND CLASSIFICATION OF HIERACIUM S71 SELL, P. D. & WEsT, C. (1975a). Hieracium L. and Pilosella Hill, in Davis, P. H., ed. Flora of Turkey, 5: 696-763. Edinburgh. SELL, P. D. & WEsT, C. (1975b). Hieracium L., in HEywoop, V. H., ed. Flora Europaea. Notulae systematicae ad floram Europaeam spectantes. No. 19. Bot. J. Linn. Soc., 71: 256-267. SELL, P. D. & West, C. (1976). Hieracium L., in Tutin, T. G. et al., eds. Flora Europaea, 4: 358-410. Cambridge. SoweErsy, J. (1878). English Botany, 3rd ed., vol. 5. London. TutTin, T. G. et al. (1976). Flora Europaea, 4. Cambridge. WessTER, M.McC. (1978). Flora of Moray, Nairn & east Inverness. Aberdeen. WILLIAMS, F. N. (1902, 1903). Hieracium in Prodromus florae Britannicae. Brentford. Zaun, K. H. (1921-1923). Compositae—Hieracium, in ENGLER, H. G. A., ed. Das Pflanzenreich, TV. 280. Leipzig. (Accepted October 1986) i) CAL om bi Watsonia, 16, 373-382 (1987) 373 A biometric study of the Arenaria ciliata L. complex (Caryophyllaceae) M. B. WYSE JACKSON and J. A. N. PARNELL School of Botany, Trinity College, Dublin 2, Ireland ABSTRACT 25 morphological characters were recorded for 178 herbarium specimens belonging to the Arenaria ciliata L. complex. Multivariate analysis suggested that they be referred to three species, A. ciliata L., A. norvegica Gunnerus and A. gothica Fries. A. moehringioides J. Murr was included as a subspecies of A. gothica, A. gothica subsp. moehringioides (J. Murr) M. B. Wyse Jackson & J. Parnell, comb. nov. Plants of A. gothica subsp. gothica from Sweden and Switzerland were found to be morphologically distinct and were treated as varieties i.e. A. gothica subsp. gothica var. gothica for the Swedish plants and A. gothica subsp. gothica var. fugax (Gay ex Gren.) M. B. Wyse Jackson & J. Parnell, comb. nov. for the Swiss plants. Four of the five subspecies of A. ciliata recognized by Jalas & Suominen (1983) were maintained, as was the variety A. ciliata subsp. ciliata var. hibernica (Ostenf. & O. C. Dahl) G. C. Druce. Multivariate analysis confirmed the inclusion of A. ciliata subsp. bernensis in A. ciliata sensu stricto and not A. gothica subsp. moehringioides as had been previously suggested. A. ciliata subsp. polycarpoides (Rouy & Fouc.) Br.-Bl. was seen to intergrade with A. gothica subsp. moehringioides and does not warrant separate status. INTRODUCTION Arenaria L. is a medium sized genus of about 160 species which occurs mainly in arctic and temperate regions of the northern hemisphere. It is usually placed in the sub-family Alsinoideae of the Caryophyllaceae. This sub-family is characterized by its opposite leaves, absence of stipules, usually well-developed petals and free or only partly fused sepals. In the most recent comprehensive treatment, McNeill (1962) split Arenaria into ten subgenera, the most widespread of which is subgenus Arenaria. This contains eleven sections including the pan-arctic section Rariflora Williams, the type species of which is Arenaria ciliata L. A. ciliata sensu lato has a confused taxonomic history. The very wide variation both in morphology and in the level of ploidy together with geographic isolation has led to the evolution of a number of closely related taxa which together form the so-called A. ciliata complex. The complex has been taken to include as many as seven and as few as two species. However as a basis for this study we follow Hess, Landolt & Hirzel (1967) and take it to include the four species A. ciliata sensu stricto, A. moehringioides Murr (= A. multicaulis L.), A. norvegica Gunnerus and A. gothica Fries. A. ciliata s.s. occurs through the Alps, the Tatra (as subsp. tenella (Kit.)Br.-Bl.) in the Carpathians, the northern Apennines and with single stations in the Dinaric (western-central Yugoslavia) and northern Albanian Alps. North of the Tatra it occurs only in north-western Ireland (subsp. hibernica Ostenf. & O. C. Dahl) and, as subsp. pseudofrigida Ostenf. & O. C. Dahl, in Finland, Norway (extreme north), Spitzbergen, the Russian arctic and eastern Greenland. A. moehringioides has a more western distribution than A. ciliata s.s., occurring in northern Spain, the Pyrenees, Jura, and Alps to Vorarlberg and northern Italy. A. norvegica is a northern species occurring throughout Iceland and scattered through the mountains of Norway and northern Sweden. It also occurs in Shetland, Scotland and western Ireland. The Irish station is the southernmost for the species (53°N), but it has not been seen there for 25 years. A. norvegica is also found in western Yorkshire in England as subsp. anglica Halliday. A. gothica is a species with 374 M. B. WYSE JACKSON AND J. A. N. PARNELL a very disjunct distribution. It occurs in southern mainland Sweden and on the island of Gotland and also in the Swiss Jura. All members of the complex are mountain plants, except for the lowland A. gothica, which mostly grow in open habitats on base-rich soils. A. ciliata s.s. is a low-growing herbaceous chamaephyte which characteristically has small (<10 mm long), entire, non-fleshy, oblanceolate or spathulate leaves which are ciliate at least at the base. The flowers are usually solitary or paired (rarely in threes), with white petals that are 1-5-2 times as long as the sepals. Despite the splitting of the A. ciliata complex, A. ciliata s.s. remains a very polymorphic species. Thus it in turn has been divided into a number of geographically disjunct subspecies. Jalas & Suominen (1983), for example, recognize the following: A. ciliata subsp. ciliata, subsp. bernensis Favarger, subsp. hibernica Ostenf. & O. C. Dahl, subsp. pseudofrigida Ostenf. & O. C. Dahl and subsp. tenella (Kit.) Br.-Bl. The first two subspecies, A. ciliata subsp. bernensis and subsp. ciliata, are in fact the only two subspecies which have partially overlapping ranges, both occurring in the Bernese Alps in Switzerland. Favarger (1960, 1963) separated the former from subsp. ciliata on morphological, cytological and ecological differences. However the occurrence of some intermediate populations has led Jalas & Suominen (1983) to question their separate status. The other subspecies of A. ciliata s.s. have also posed taxonomic problems. Halliday (1960a) recognized that subsp. pseudofrigida and subsp. tenella are morphologically very similar. They also have the same chromosome number of 2n = 40 (Horn 1948; Favarger 1963). In their turn, other workers have noted that these two subspecies are similar to subsp. ciliata and subsp. hibernica (see Clapham 1962; Chater & Halliday 1964). It is clear that although the A. ciliata complex has been split into a number of taxa the distinctions between them are still somewhat unclear. Our aim was to try to clarify the variation pattern of the complex in general, whilst concentrating especially on four subspecies of A. ciliata s.S., i.e. subsp. bernensis, subsp. ciliata, subsp. hibernica and subsp. pseudofrigida. Despite the obviously complex nature of the variation pattern shown by the A. ciliata complex, all previous accounts of it have relied on orthodox taxonomic techniques. We felt that a new approach was needed. The approach we chose involved the use of multivariate statistics to analyze measurements made on herbarium specimens. MATERIALS AND METHODS 178 pressed specimens of the above four species were identified using the appropriate regional Floras and scored for 25 morphological characters (Table 1, Fig. 1). The characters chosen were a combination of those used in appropriate local Floras or descriptions of the taxa, together with characters which we felt would give optimal species or subspecies separation. Some characters measured were found not to be as useful as initially hoped. Characters 19-25 (see Table 1) are qualitative and can thus only be used in a multivariate analysis in averaged or percentage form to show general tendencies in the data. Character 15 (seed length) could not be recorded for all plants examined and so is only used when average values are being considered. The ratios (Characters 16-18) were found, like Characters 19—25, to be useful only in expressing the broadest variation patterns in the data. The only specimen of A. ciliata subsp. tenella that we saw was too young to be of use in this study. Measurements of A. norvegica subsp. anglica were made on a single cultivated specimen in the Trinity College Botanic Garden (Dublin). This taxon was included only in the analysis presented in Fig. 4. The data were standardised for use in a principal components analysis (PCA) program (BMDP4M). Bivariate scatter diagrams showing the morphological relationships of the plants scored are shown in Figs. 2, 3, 4 & 5. These scatters form the basis for all further discussion of the A. ciliata complex in this paper. RESULTS AND DISCUSSION Not all of the characters measured were equally useful at all stages of the analysis. Thus, where very general trends in the data were being considered and where the data were or could be STUDY OF ARENARIA CILIATA 375 TABLE 1. MORPHOLOGICAL CHARACTERS RECORDED FOR MULTIVARIATE ANALYSES The figures in brackets refer to the number of measurements made for each character on each specimen. See Fig. 1 for illustrations of some of the characters. . Petal length (3) . Sepal length (3) . Leaf length (3) . Leaf width (3) Flower diameter (3) . Pedicel length (3) No. of flowers per cyme (3) . Maximum length of flowering shoot (1) . No. of flowering shoots (1) 10. No. of sterile shoots (1) 11. No. of styles per flower (3) 12. No. of capsule teeth (3) 13. Length of leaf ciliation (3) 14. Length of sepal ciliation (3) 15. Seed length (5) 16. Petal length/Sepal length 17. Leaf length/Leaf width 18. Pedicel length/Sepal length 19. Plants perennial or annual 20. Lateral nerves of leaf conspicuous or not (3) 21. Lateral nerves of sepals conspicuous or not (3) 22. Backs of sepals pubescent or not (3) 23. Leaf midrib distinct or not (3) 24. Stems pubescent or not (3) 25. Pedicels pubescent or not (3) WOIDNAARWNE IS Figure 1. Some of the characters used in the multivariate analyses. Top row |.-r.: Petal, Sepal, Leaf. Bottom TOW l.-r.: Seed, Inflorescence of A. ciliata s.s. 376 M. B. WYSE JACKSON AND J. A. N. PARNELL ©) oF 14 PE2 =-2 -1 0 PC FicureE 2. Principal Components Analysis of individual specimens (excluding A. norvegica subsp. anglica) in the A. ciliata complex. Components 1 (PC1) and 2 (PC2) are illustrated. PC1 accounts for 26-2% of the variation and PC2 for 16-5%. © = A. ciliata subsp. polycarpoides, O = A. ciliata subsp. hibernica, @ = A. ciliata subsp. pseudofrigida, @ = A. ciliata subsp. ciliata, VV = A. ciliata subsp. bernensis, A = A. norvegica subsp. norvegica, ® = A. norvegica subsp. anglica (only on Fig. 4), 0 = A. moehringioides, W = A. gothica (Switzerland), A = A. gothica (Sweden) considered as percentage or mean data, all 25 characters were used in the analysis (Fig. 4). Where this was not the case, only the unmeaned data for characters 1-14 were used (Figs. 2, 3 & 5). GENERAL PATTERN OF VARIATION Fig. 2 shows the first two Components of the PCA of all 178 individuals in the A. ciliata complex. Aberrant individuals, usually of exceptional size, lie in the top right of the scatter (numbered 1-5) and are not further discussed. Fig. 3 shows Components 1 and 3 of the PCA of all 178 individuals in the complex. Based on these results there is little evidence for strong distinctions between any of STUDY OF ARENARIA CILIATA 377 3 O =v, -1 O 1 2 3 PCi Ficure 3. Principal Components Analysis of individual specimens (excluding A. norvegica subsp. anglica) in the A. ciliata complex. Components 1 (PC1) and 3 (PC3) are illustrated. See Fig. 2 for explanation of symbols. PCi accounts for 26:2% of the variation and PC3 for 13-0%. the species or subspecies. This is somewhat surprising as the characters chosen are those that are usually used to distinguish taxa in the complex, indicating that the distinctions between them are not as clearcut as is generally held. However three loose groupings (emphasized in Fig. 2 by the envelopes surrounding them) can be recognized. Group (A) towards the bottom left corner of Fig. 2 contains virtually all plants assignable to A. norvegica. However, though A. norvegica is usually recognized as a separate species, it is apparent from this scatter that it shows some morphological overlap with A. ciliata subsp. pseudofrigida. This overlap is also seen in Fig. 3. These two taxa do, however, mostly lie in different areas of this scatter and are, on the whole, quite distinct. Group (B) to the right of Group (A) in Fig. 2 is made up almost entirely of plants assignable to A. ciliata s.s. This group is discussed in more detail below. Group (C) in the upper middle part of Fig. 2 contains plants of A. moehringioides and A. 378 M. B. WYSE JACKSON AND J. A. N. PARNELL 0 1 2 3 PC1 Figure 4. Principal Components Analysis of meaned data for all taxa in the A. ciliata complex. Components 1 (PC1) and 2 (PC2) are illustrated. See Fig. 2 for explanation of the symbols. PC1 accounts for 28-2% of the variation and PC2 for 20-0%. gothica. Three points are evident in relation to the scatter of this group. Firstly, it seems impossible to effectively separate A. moehringioides and A. gothica. This is supported by Fig. 3 in which A. gothica from both Sweden and Switzerland grade into A. moehringioides. Secondly, A. ciliata subsp. polycarpoides (Rouy & Fouc.) Br.-Bl. intergrades with typical A. moehringioides. This is also seen in Fig. 3 though not as clearly as in Fig. 2. The degree of overlap is large considering the small sample size. We feel that the weight of evidence is against giving A. ciliata subsp. polycarpoides separate status in A. moehringioides. Thirdly, it has been suggested by Rouy & Foucaud (1896), Williams (1898) and Chater & Halliday (1964) that Swiss and Swedish A. gothica are significantly different. Chater & Halliday (1964), whose observations were based on cultivated plants, describe Swiss A. gothica as being less ciliate and with larger cymes than Swedish plants of the same species. Our analysis supports such a difference. In Fig. 2 only a few plants of Swiss A. gothica show morphological overlap with Swedish A. gothica. In Fig. 3 Swiss A. gothica is in fact almost completely separated from Swedish A. gothica. STUDY OF ARENARIA CILIATA 379 B a B [| VV VV, 1 Vv Vv @ Vv Vv Vv | B | Vv VVvV Vv S O @ WAY, ae a B e ev 4 PC ®@ v 0 es @ 0e6ee @ Vv OO = @ @ 00®@ @e exe O bs 0@0 O O -1 Ln ®@ e) O a a GOOsO- 16020 9 O ex (eye) fe) fe) -2 Be -2 “1 i 2 3 0 eal Ficure 5. Principal Components Analysis of individual specimens of A. ciliata s.s. (Group 2 of Fig. 4). Components 1 (PC1) and 2 (PC2) are illustrated. See Fig. 2 for explanation of the symbols. PC1 accounts for 30:7% of the variation and PC2 for 18-3%. In order to emphasize the differences between the groups (A to C) in Fig. 2, the data for each taxon were meaned and a PCA and a Cluster Analysis (BMDP2M) performed. Fig. 4 shows the first two Components of the PCA of the meaned data for all taxa measured. A comparison of Figs. 2 & 4 indicates that Fig. 4 emphasizes the differences that occur between and within groups. We use it to illustrate five points. Firstly, there is evidently a clear difference between Group 1 (Fig. 4) and the rest of the complex. So although individuals of A. norvegica show some morphological overlap with A. ciliata subsp. pseudofrigida, on average, these two taxa are distinct. Secondly, within A. norvegica s.1., the rare taxon subsp. anglica is distinguishable from subsp. norvegica. Thirdly, A. ciliata s.s. (Group 2 of Fig. 4) can be seen to contain four elements that show a gradation from subsp. pseudofrigida through subsp. ciliata and subsp. hibernica to subsp. bernensis. This trend represents a morphological shift from small plants with weakly ciliate leaves, short petals and small seeds to larger plants with large, strongly ciliate leaves, longer petals 380 M. B. WYSE JACKSON AND J. A. N. PARNELL and larger seeds. Closer inspection of Fig. 2 also reveals the trend, though naturally it is less clear. Fourthly, there is a very clear separation between A. ciliata subsp. bernensis and A. moehringioides. This does not support the suggestion of Welten & Sutter (1982) that the former should be included in the latter. This separation can also be clearly seen in Fig. 2. Finally, A. gothica and A. moehringioides (Group 3 of Fig. 4) are clearly separated from the rest of the complex; though again these two species are not clearly separable from each other. Component 3 in the PCA of the average values accounts for 16.8% of the variation but does not significantly alter the groupings seen in Fig. 4. In summary, Figs. 2, 3 & 4 show there to be three principal groups present in the A. ciliata complex. The first group contains A. norvegica s.1., which may, on average, be distinguished by its weak leaf and sepal ciliation, fleshy leaves, sparse pedicel pubescence and more or less equally long petals and sepals. The second group contains A. ciliata s.s. which may, on average, be distinguished by a combination of its large flowers (9-0—14-5(—15) mm in diameter), long petals ((5:0—)6-0—8-0 mm), few flowers per cyme (1—2(-—3)), usually strongly ciliate leaves, pubescent pedicels and petals 1-5—2-0 times as long as the sepals. The third group contains A. moehringioides and A. gothica which may, on average, be distinguished by their small flowers (5-5—8-0(—9) mm in diameter), short petals (3-5—6-0 mm), greater number of flowers per cyme ((2—)3—-6(—9)) and leaves c. 2-2-5 times as long as broad. The morphological similarity of these two species is emphasized by the fact that the most striking difference between them (Character 19, Table 1) did not effectively separate them in these analyses. Within this group, A. moehringioides, A. gothica and A. ciliata subsp. polycarpoides intergrade and do not warrant separate specific status. These analyses do however support separation of Swiss and Swedish A. gothica. The groupings seen in the PCA scatters were confirmed by the Cluster Analysis. VARIATION OF A. CILIATA S.S. Fig. 5 shows the first two Components of a PCA of individuals of A. ciliata s.s. This analysis provides a clearer resolution of the relationships of the subspecies within A. ciliata s.s. A. ciliata subsp. ciliata occupies the centre of the scatter and around it are arranged the other subspecies. Subsp. bernensis lies towards the top right hand corner of the scatter and is clearly separable from its nearest neighbours, subsp. ciliata and subsp. hibernica. A. ciliata subsp. pseudofrigida is also well separated from the rest of the subspecies, lying as it does on the left-hand side of the scatter and showing little overlap with any of the other taxa. Such clear separation however cannot be said to exist between subsp. hibernica and subsp. ciliata — there is in fact a significant overlap between them. Certainly these two subspecies are morphologically very similar. This scatter also shows that subsp. hibernica can be distinguished from subsp. pseudofrigida. We found that subsp. pseudofrigida has in comparison with subsp. hibernica smaller flowers (c. 9-12 mm in diameter cf. 10-13 mm) and shorter, narrower leaves (3-5 mm X 1-1-5 mm cf. 3-5—6(—7) mm X 1-5-2 mm) which are never (cf. almost always) ciliate to the tip. They are, however, cytologically and chemically very similar. For the Irish plant we obtained a chromosome count identical to Horn’s (1948) count of 2n = 40 for subsp. pseudofrigida. (Halliday’s (1960a) count for subsp. hibernica is reported as 2n = c.40 in Clapham (1962).) The results of a chemical analysis that we performed on these two subspecies indicated that they also have an almost identical pattern of leaf flavonoids. However this scatter suggests that these two subspecies are morphologically less closely related to each other than they are to subsp. ciliata. Component 3 accounts for 14-0% of the variation but does not significantly alter the groupings seen in Fig. 5. Halliday (pers. comm.) has indicated the close relationship of A. ciliata subsp. tenella to subsp. hibernica. However, both Kitaibel (1814) and Graebner (1919) describe the former taxon as having leaves ciliate at the base. Based on these descriptions it seems that subsp. tenella is probably less closely related to subsp. hibernica, which has leaves almost always ciliate to the tip, than it is to subsp. pseudofrigida which has leaves ciliate at the base. CONCLUSION Multivariate analysis of the A. ciliata complex has facilitated the clarification of some of the relationships of the taxa normally included in it. Thus three groups can clearly be recognized: A. norvegica s.l., A. ciliata s.s. and A. moehringioides/A. gothica. STUDY OF ARENARIA CILIATA 381 A. norvegica s.l. has proved to be closely related to, though distinct from, A. ciliata s.s. Two infra-specific taxa corresponding to the two hitherto recognized subspecies of A. norvegica have been distinguished in this analysis. Within the A. moehringioides/A. gothica group it has proved impossible to separate A. gothica from A. moehringioides. However, the differences in life-history, chromosome number, habit and geographical distribution of the two taxa warrant their separation at subspecific level. (A. gothica is an annual or biennial with 2n = 100 and is taller and more erect than A. moehringioides. A. moehringioides on the other hand is a perennial with 2n = 40.) This solution is of the same type as that proposed by Halliday (1960b) who included the short-lived A. gothica auct. angl. in A. norvegica as subsp. anglica. Additionally our analysis failed to effectively separate A. ciliata subsp. polycarpoides from A. moehringioides and we think that these two taxa should be considered synonymous. Finally, A. gothica has proved to be variable, and the Swiss plants warrant separation from the Swedish plants at the varietal level. Swiss A. gothica tends to be taller, to have more flowers per cyme, less ciliate leaves and slightly larger seeds than Swedish A. gothica. The former also rarely (cf. commonly) has cilia on the back of the sepals. Within A. ciliata s.s. there is a general trend from subsp. bernensis (with parts generally large) to subsp. pseudofrigida (with parts generally small). This latter subspecies has proved to be less closely related to subsp. hibernica than had been previously thought. This work has also shown that subsp. hibernica intergrades with typical subsp. ciliata and does not warrant taxonomic recognition at subspecific level. LIST OF TAXA AND SELECTED SYNONYMY 1. ARENARIA NORVEGICA Gunnetus, Fl. Norvegica, 2: 144 (1772). a. Subsp. NORVEGICA A. ciliata subsp. norvegica (Gunnerus) Fries, Novitiae Florae Suecicae, 2nd ed., 2: 34 (1839). b. Subsp. ANGLICA Halliday in Watsonia, 4: 209 (1960). 2. ARENARIA CILIATA L., Sp. Pl., 425 (1753). a. Subsp. CILIATA i. Var. CILIATA ii. Var. HIBERNICA (Ostenf. & O. C. Dahl) G. C. Druce in Rep. botl Soc. Exch. Club Br. Isl. , 5: 279 (1919). Arenaria ciliata L. subsp. hibernica Ostenf. & O. C. Dahl, in Nyt Mag. Naturvid., 55: 216 (1917). b. Subsp. BERNENSIS Favarger in Ber. schweiz. bot. Ges., 73: 176 (1963). c. Subsp. PPEUDOFRIGIDA Ostenf. & O. C. Dahl in Nyt Mag. Naturvid., 55: 217 (1917). A. pseudofrigida (Ostenf. & O. C. Dahl) Juz. ex Schischkin & Knorring in Komarov, Fl. USSR, 6: 537 (1936). d. Subsp. TENELLA (Kit.) Br.-Bl., Sched. Flor. Raet. exsicc., 10: 279 (1927). A. multicaulis var. tatrensis Zapal., Consp. Fl. Galic., 3: 42 (1911). A. ciliata subsp. tatrensis (Zapal.) Favarger in Ber. schweiz. bot. Ges., 73: 174 (1963). 3. ARENARIA GOTHICA Fries, Novitiae Florae Suecicae, 2nd ed., 2: 33 (1839). a. Subsp. GOTHICA i. Var. GOTHICA 382 M. B. WYSE JACKSON AND J. A. N. PARNELL A. ciliata subsp. gothica (Fries) Hartman, Svensk Norsk Excurs.-Fl., 63 (1846). A. ciliata ‘‘forme”’ A. gothica « gothica (Fries) Rouy & Fouc., pro parte, Fl. Fr., 3: 248 (1896). ii. Var. FUGAX (Gay ex Gren.) M. B. Wyse Jackson & J. Parnell, comb. nov. Basionym: Arenaria ciliata B fugax Gay ex Gren. in Grenier & Godron, Fl. Fr., 1: 259 (1848). A. ciliata c. laxior Gremli, Excurs.-Fl. Schweiz, 3rd ed. 103 (1878). A. ciliata “‘forme” A. Gothica B jurana Genty ex Rouy & Fouc., Fl. Fr., 3: 248 (1896). b. Subsp. MOEHRINGIOIDES (J. Murr) M. B. Wyse Jackson & J. Parnell, comb. nov. Basionym: Arenaria moehringioides J. Murr, Allg. bot. Z. 12: 176 (1906). A..-ciliata L. var. B, Sp. Pl. 425 (1753). A. multicaulis L., Syst. Nat. 10th ed. 2:1034 (1759), pro parte, nom. illeg. A. ciliata “forme” A. polycarpoides Rouy & Fouc., Fl. Fr., 3: 247 (1896). A. ciliata subsp. polycarpoides (Rouy & Fouc.) Br.-Bl., Sched. Flor. Raet. exsicc., 10: 279 (1927). A. ciliata subsp. moehringioides (J. Murr) Br.-Bl., Sched. Flor. Raet. exsicc., 10: 279 (1927). A. ciliata subsp. multicaulis (L.) O. Schwarz, Mitt. thiiring. bot. Ges., 1: 98 (1949), non Arcangeli. ACKNOWLEDGMENTS We are grateful to the curators of those herbaria in which we examined specimens: TCD, K and especially to those that kindly lent specimens: BERN, GB, H, MAF, O, S, TRN, UPS, Z, ZT. M. B. W. J. was in receipt of a financial assistance grant from Trinity College, Dublin, when he carried out the biometric work during the period October 1983 to April 1984. REFERENCES CuatTerR, A. O. & HALLipAy, G. (1964). Arenaria L., in TuTIn, T. G., et al., eds. Flora Europaea, 1: 116-123. Cambridge. CLAPHAM, A. R. (1962). Caryophyllaceae and Arenaria L., in CLAPHAM, A. R., TuTin, T. G. & WARBURG, E. F. Flora of the British Isles, 2nd. ed., pp. 211-215, 254-257. Cambridge. FavARGER, C. (1960). Recherches cytotaxonomiques sur les populations alpines d’Arenaria ciliata L. (sens. lat.). Ber. schweiz. bot. Ges., 70: 126-140. FAVARGER, C. (1963). Nouvelles recherches sur les populations alpine et carpathiques d’Arenaria ciliata L. sens. lat. Ber. schweiz. bot. Ges., 73: 161-178. GRAEBNER, P. (1919). in ASCHERSON, P. & GRAEBNER, P. Synopsis der Mitteleuropdischen Flora, 5(1): 508. Leipzig. Hatupay, G. (1960a). Taxonomic and ecological studies in the Arenaria ciliata and Minuartia verna complexes. Ph.D. thesis, Cambridge University. Hacuipay, G. (1960b). The identity of Arenaria gothica auct. angl. Watsonia, 4: 207-210. Hess, H. E., LANDOLT, E. & HIRZEL, R. (1967). Flora der Schweiz, 1: 822. Basle. Horn, K. (1948). in Love, A. & L6vE, D. Chromosome numbers of Northern plant species. Rit LandbDeild. Ser. B no. 3: 50. JALAS, J. & SUOMINEN, J., eds. (1983). Atlas Florae Europaeae, 6: 20-22. Helsinki. KITAIBEL, P. (1814). in ScHULTES, J. A. Osterreichs Flora 2nd. ed., 1: 662. Wien. MCNEILL, J. (1962). Taxonomic studies in the Alsinoideae: 1. Generic and infra-generic groups. Notes R. bot. Gdn Edinb. , 24: 79-155. Rouy, G. & Foucaup, J. (1896). Flore de France, 3: 246-248. Rochefort and Asniéres. WELTEN, M. & Sutter, R. (1982). Verbreitungsatlas der Farn — und Blutenpflanzen der Schweiz, 1. Basle. WILLIAMS, F. N. (1898). A revision of the genus Arenaria. Bot. J. Linn. Soc., 33: 326-437. (Accepted July 1986) Watsonia, 16, 383-388 (1987) 383 Notes on a hybrid spearwort, Ranunculus flammula L. x R. reptans L. R. J. GORNALL Botany Department, The University, Leicester, LE1 7RH ABSTRACT Hybrid Creeping Spearworts (Ranunculus flammula L. x R. reptans L.) are given the binomial Ranunculus x levenensis Druce ex Gornall, hybr. nov. The character most useful in distinguishing the hybrid from its parents is the relative length of the achene beak. In the British Isles, hybrids occur sporadically on a few northern lake shores; they also occur in southern Scandinavia, northern-central Germany and the Alps. Their presence in the British Isles is due to hybridization between native R. flammula and plants of R. reptans that have probably been dispersed to these islands by waterfowl migrating from Iceland, Scandinavia and the northern part of the U.S.S.R. INTRODUCTION Padmore (1957) and Candlish [née Padmore] (1975) concluded that the Creeping Spearworts in the British Isles are hybrid derivatives of Ranunculus flammula L. and R. reptans L. (Ranunculaceae). This hybrid hypothesis, which can be traced to Druce (1913), has received substantial experimental support (Gibbs & Gornall 1976). Since most British collections are of the hybrid, rather than of R. reptans, it seems desirable to validate the binomial bestowed on them as a nomen nudum by Druce (1929a,b), so as to provide them with a convenient name. DESCRIPTION Ranunculus X levenensis Druce ex Gornall, hybr. nov. TYPUS: Damp, sandy, and gravelly margin of Loch Leven, Kinross, Aug. 1912, G. C. Druce (Holotypus: OXF! Isotypi: BM! E! OXF! STA! and probably elsewhere). Specimens of artificially synthesized hybrids have been placed in LTR and STA. Hybrida inter Ranunculus flammula L. et R. reptans L. Caulis procumbens, 0.50—2.75 mm diam., ad nodos radicans, internodiis saepe arcuatis. Folia basalia plerumque manifesta petiolata, lamina 5—20(—30) mm longa x 1—4(—10) mm lata, lineares vel spathulata usque anguste ovata. Flores 1—2(-6) in inflorescentia, 6—12(—15) mm diam., petalis obovatis, 1.2—3.0(—4.5) mm latis ad latissimam partem. Achenia ellipsoidea vel ovata, (1.0—)1.2—1.5(—1.7) mm longa (rostro excluso), in rostrum plus minusve abrupte angustata, (0.15—)0.2—0.4 mm longum, longitudine achenii rostro c.5-plo longiore. Chromosomatum numerus 2n=32. Hybrid between Ranunculus flammula L. and R. reptans L. Stems procumbent, 0.50—2.75 mm in diameter, rooting at the nodes, the internodes often arcuate. Basal leaves usually with a distinct petiole, the blades 5—20(—30) mm long x 1—4(—10) mm wide, linear or spathulate to narrowly ovate. Flowers 1—2(—6) per inflorescence, 6—12(—15) mm in diameter, the petals obovate, 1.2—3.0(—4.5) mm wide at the widest point. Achenes ellipsoid to ovate, (1.0—)1.2—1.5(-1.7) mm long (excluding beak), narrowed more or less abruptly to a beak, (0.15—)0.2—0.4 mm long, the ratio of beak length/achene length being about 1/5. Chromosome number 2n=32. 384 R. J. GORNALL TABLE 1. CHARACTERS USED TO SEPARATE RANUNCULUSXLEVENENSIS FROM_ ITS PARENTS Values quoted are means, standard errors (in brackets) and sample sizes. All measurements have been made on wild-collected, herbarium material. Equivalent data on cultivated plants can be found in Gibbs & Gornall (1976). R. flammula Character erect procumbent R. Xlevenensis R. reptans Stem diameter, mm 3°35(0714) 1.9 (0.08) 1.2 (0.06) 0.9 (0.03) 109 58 81 87 Width of largest 10.2 (0.59) 4.8 (0.47) 1.7 (0.10) 0.9 (0.04) basal leaf, mm 100 56 79 87 Diameter of largest 13,5 :(0:27) 10.4 (0.38) 9:2:(0:22) 8.8 (0.16) flower, mm 103 36 64 73 Width of largest 4.6 (0.14) 3:3\(047) 2.5 (0.09) 2.1 (0.06) petal, mm 103 36 64 73 Achene beak length/ 11.1 (0.67) 11.1 (0:55) 18.7 (0.52) 26.8 (0.84) achene length, % 28 45 48 16 Habit in cultivation erect erect procumbent procumbent The hybrid can usually be distinguished from its parents by a combination of the characters shown in Table 1. Unfortunately, most of these characters are highly plastic, and sometimes it can be particularly difficult to tell the hybrid from either the procumbent plastodeme of R. flammula (var. tenuifolius Wallr.) without a cultivation experiment, or from pure R. reptans, although Table 1 shows that the achene beak length/achene length ratio is reasonably diagnostic in both cases. Extreme difficulties arise in situations where the hybrid is a product of backcrossing to one parent or where it is a parental-type segregate. In such cases there is no easy answer except arbitrarily to treat all variants that fall within the established morphological ranges of the parents as pure TABLE 2. LOCALITIES FOR RANUNCULUSXLEVENENSIS IN THE BRITISH ISLES Asterisked (*) localities are major arrival centres for migrating waterfowl. Subsidiary centres are indented and are within c.25 km of the ‘parent’ centre. LOCH AWE, Main Argyll, v.c. 98: GR 27/1.2 (LTR). *LOCH OF STRATHBEG, N. Aberdeen, v.c. 93: GR 48/0.5 (E). *LOCH LEVEN, Fife, v.c. 85: GR 36/1.9, 37/1.0 (BM, E, STA). Lindores Loch, Fife, v.c. 85: GR 37/2.1 (STA)?. Luthrie Water Works, Fife, v.c. 85: GR 37/3.1 (STA)?. *SOLWAY FIRTH Loch Ken, Kirkcudbrights., v.c. 73: GR 25/7.6 (E) Loch Whinyeon, Kirkcudbrights., v.c. 73: GR 25/6.6 (E) (Stewart 1975). Lochmaben, Dumfriess., v.c. 72: GR 35/0.8 (Scott-Elliot 1896)?. ULLSWATER, Cumberland, v.c. 70: near Pooley Bridge, GR 35/4.2 (BM); Aira Beck, GR 35/3.1 (BM)?. Westmorland, v.c. 69: Glencoyne Bridge, GR 35/3.1 (RNG); near Patterdale, GR 35/3.1 (LTR); Pooley Bridge to Sandwick, GR 35/4.2, (BM)?. CONISTON WATER, Westmorland, v.c. 69: south shore, GR 34/3.9 (LIV). WINDERMERE, Westmorland, v.c. 69: Thompson’s Holm Island, GR 34/3.9 (LIV)?. *LOUGH NEAGH area Lough Fea, Co. Londonderry, v.c. H40, GR 23/7.8 (herb. Wareham River Lab.). Intermediate specimens of uncertain identity (usually without fruits) have been collected from the following localities: Cumberland, v.c. 70: Bassenthwaite Lake (BM)*, Derwentwater (TCD)?. Westmorland, v.c. 69: Windermere, western shore, near ferry, GR 34/3.9 (BM, E)*, River Leven, GR 34/3.8 (KDL)* (Martindale 1886). “19th century collections only; no 20th century material seen. NOTES ON A HYBRID SPEARWORT 385 40° Figure 1. The distributions of Ranunculus flammula (..... ), R. reptans ( ) and R. X levenensis (@) in Europe. Ranges of the parents are taken from Meusel et al. (1965). Localities for hybrids are based on specimens housed at BM, E and LTR. species, even if hybrids occur in the same population. The high levels of pollen sterility in natural hybrids that were reported by Padmore (1957) and Candlish (1975) were possibly due to chance environmental effects; Gibbs & Gornall (1976) found that hybrids, both synthetic and natural, form 16 bivalents at meiosis, show at least 88% pollen stainability, and set a full complement of fruit on cross-pollination. DISTRIBUTION The distributions of R. xX Jevenensis and its parents in Europe are shown in Fig. 1. Except in the British Isles and northern-central Germany, it can be seen that R. X lJevenensis occurs where the ranges of its parents overlap, viz. in southern Scandinavia and the Alps. 386 R. J. GORNALL Intermediate specimens from Iceland (BM, STA) need further investigation, as R. flammula is not known to be present in the Icelandic flora (Léve 1983). With this in mind, the possible occurrence of the North American R. reptans var. ovalis Torrey & A. Gray in northern Europe should be considered. Such plants are very similar to R. X_ Jevenensis in gross morphology. The distribution of the hybrid in the British Isles is documented in Table 2. The earliest reference to R. reptans in the British Isles was by J. Hope (Balfour 1901) who noted its occurrence at Loch Leven in 1764, and there is a fine illustration of the plant from that locality on the frontispiece of Flora Scotica (Lightfoot 1777) — labelled R. reptans but clearly referable to R. x levenensis. Padmore (1957) believed there to be no pure R. reptans left in Britain, but as I shall suggest later, I think it is likely to occur, at least intermittently. If, however, R. reptans is not at present a regular member of our native flora, this raises the question of how the hybrid arose. ORIGIN OF HYBRIDS IN THE BRITISH ISLES There are three possible modes of origin for R. X Jevenensis in the British Isles: a) hybridization between native populations of R. reptans and R. flammula; b) introduction of foreign R. reptans and subsequent hybridization with native R. flammula; or c) dispersal of hybrid plants into these islands. Padmore (1957) favoured hypothesis (a), believing that it was ‘‘probable that R. reptans was present in these islands in the Late Glacial and that relict populations survived at Loch Leven and Ullswater and became modified at a later date by hybridization’’, leaving no genetically pure R. reptans in the British Isles. However, two pieces of evidence argue against this interpretation. Firstly, there is no unequivocal fossil evidence for the existence of R. reptans in the British Isles during the Late Glacial, unlike R. flammula which has a good fossil record dating from as far back as the Anglian stage (Godwin 1975). Secondly, both Loch Leven and Ullswater were fully covered by ice sheets during the last glaciation (Godwin 1975) and therefore these stations cannot be considered as refugia, although the species may have advanced there from the south, following the retreating ice. The alternative hypotheses, (b) and (c), involve long-distance dispersal (Gibbs & Gornall 1976). Creeping Spearworts occur in a few, scattered localities, mainly in the north-east and points due south; they are strikingly absent from the shores of lochs in the northern and western Highlands, and from most of Ireland. In the case of the Irish and Scottish localities at least, the sites of R. x levenensis/R. reptans correspond to, or are very close to, major arrival centres for waterfowl migrating from Iceland, Scandinavia and the northern part of the U.S.S.R. (Table 2, Fig. 1). The birds arrive in north-eastern, rather than north-western, Scotland, and progress southwards through the central lowlands to the Solway Firth and suitable points beyond (Thom 1969; Boyd & Ogilvie 1969; M. Owen, pers. comm. 1985). This provides good, albeit circumstantial, evidence in support of the case for long-distance dispersal. The presence of R. X levenensis at the Cumbrian stations is a little harder to explain since, at least at present, the English Lakes are not important haunts of migratory waterfowl. However, they are likely to receive visits from stray birds roosting in the Solway Firth area; and in the past, they may have played host in the autumn to migrant Whooper Swans from Iceland (M. Owen, pers. comm. 1985). Because Loch Leven has a well-studied waterfowl population, it is appropriate to use it as an example to elaborate on some additional points relating to long-distance dispersal. The loch is a major arrival point in Scotland for waterfowl and, at the peak of the autumn migration, it holds nearly 20,000 birds (Thom 1969; Allison & Newton 1974). R. reptans could be imported from different countries, corresponding to the departure points of the birds (Table 3). R. reptans is in fruit in September—October, and this fact, together with the data on numbers, arrival times and food preferences of the birds, suggests that the principal carriers of the species in recent years are likely to be Pink-footed Geese, Mallard and Wigeon (Table 3). The bulk of the Greylag Geese arrive during December, too late to have fed recently on achenes of R. reptans, which by then would have fallen from the plants. According to Jones & Gillmor (1955), Pink-footed Geese leave central Iceland, where they feed on graminoids and seed-heads (Gardarsson 1972), in huge skeins as soon as the first snows fall. NOTES ON A HYBRID SPEARWORT 387 TABLE 3. RECENT AUTUMN POPULATIONS OF THE MAIN, MIGRANT VEGETARIAN WATERFOWL AT LOCH LEVEN, FIFE Compiled from Allison & Newton (1974) and Thom (1969). Date of first Date of Species Origin*® Peak nos. or main influx peak nos. Pink-footed Goose Is Gd 10,000-—12,500 Sept.—Oct. Sept.—Oct. Greylag Goose Is 4000-5 ,000 ? Dec.—Feb. Mallard Is No Su 2,200-3,500 Aug. Late Sept. Ge Be Ho Wigeon Is mainly 1,000-2,000 Late Sept. Jan. No Su Fe Rs Pochard Da Europe 500-2 ,500 Aug. Oct. Rs (B) Tufted Duck Is No Su Da up to 4,000 Mar.—Apr. Late Sept. Ge Ga Hb Teal Is No Su Po 300-—1,200 Aug. Sept.—Oct. Ho Be Ga Rs Goldeneye No Su (north) up to 1,000 Sept.—Nov. Mar.—Apr. Shoveler Hs Ho Be Ge up to 650 Aug. Late Sept. No Su Da Whooper Swan i up to 430 Oct. Nov. Goosander No Su Da up to 150 Oct. Feb.—Mar. Pintail Mainly Is 50 Late Aug. Sept.—Oct. * Territory abbreviations as in Tutin et al. (1964-1980); Gd=Greenland. Some birds arrive in Britain the same day, others the day after departure; if ingested, spearwort achenes are therefore likely to be still inside the alimentary tracts of the birds on arrival at Loch Leven (M. Owen, pers. comm.). Vlaming & Proctor (1968) have provided evidence that some seeds can remain in a Mallard’s gut for up to three days and be viable on excretion. At Loch Leven, Newton & Campbell (1970) observed that several thousand Pink-footed Geese arrive within two days of the first influx, and assemble on a mud bank in a few centimetres of water off the northern shore of St Serf’s Island. Initially they drink and sleep on this mud bank, sometimes wading into deeper water, splashing and preening for long periods. It is during this initial period that any achenes present are likely to be excreted from the gut and/or washed from the body into the Loch. Within a day or so, many of the geese proceed southwards to the Solway Firth and beyond. The distribution of Creeping Spearworts in the British Isles is therefore likely to depend on the arrival of a bird, carrying ripe fruits, at a place with a suitable habitat. To some extent then, occurrences will be a matter of serendipity. However, where major migration centres have suitable habitats, then R. reptans and/or its hybrid with R. flammula can be expected to occur in greater numbers. This is the case in Scotland, where Loch Leven and the Loch of Strathbeg are strongholds. Neighbouring freshwater bodies can also be expected to support the plants, although in smaller numbers and possibly on a less permanent basis. Similar long-distance dispersal may be involved in the origin of the hybrids in northern-central Germany. Since the potential for long-distance dispersal has existed for about 10,000 years, i.e. the length of time that the waterfowl migration routes have been in existence (M. Owen, pers. comm. 1985), the introduction of spearworts is likely to be a repeated event. Given the northern origins of most of the migrating waterfowl, I suspect that pure R. reptans is imported, rather than the hybrid, which is both rarer and more southerly in its distribution. Indeed, a few collections referable to R. reptans have been made from Loch Leven (e.g. Salmon, 8th September 1896) and Ullswater (e.g. Bickham, 6th August 1917) (both BM, E). It is therefore my opinion that R. reptans is an intermittent member of the British flora and that, on arrival, it quickly interbreeds with R. flammula, or existing hybrids, to produce progeny which, on the loch shore, frequently closely resemble R. reptans. However, since R. reptans is perennial, stoloniferous and partially self-fertile (Gibbs & Gornall 1976), there ought to be a population build-up.of the species as well as of the hybrid, but this does 388 R. J. GORNALL not seem to happen. Possibly one explanation is that the pure species is at a selective disadvantage compared with the hybrid when growing on the shores of lochs with fluctuating water levels. There is experimental evidence that the leaves of the hybrids are phenotypically more plastic than those of R. reptans (Gibbs & Gornall 1976), and that this plasticity in leaf shape is an advantage in a seasonally variable habitat (Cook & Johnson 1968). ACKNOWLEDGMENTS I should like to thank G. Halliday, A. McG. Stirling, D. F. Westlake and the curators of BM, E, LIV, OXF, RNG, STA and TCD for loaning or allowing me access to herbarium specimens. I should also like to thank M. Owen, Assistant Director of Research at the Wildfowl Trust, for information concerning the migratory habits of various ducks and geese. | REFERENCES ALLISON, A. & NeEwron, I. (1974). Waterfowl at Loch Leven, Kinross. Proc. R. Soc. Edinb., B, 74: 365-381. Ba.rour, I. B. (1901). 18th century records of Scottish plants. Ann. Scot. nat. Hist., 1901: 37-48. Boyp, H. & Oaitvie, M. A. (1969). Changes in the British-wintering population of the Pink-footed Goose from 1950 to 1965. Wildfowl, 20: 33-46. CANDLISH, P. A. (1975). Ranunculus L. subg. Ranunculus, in Stace, C. A., ed. Hybridization and the flora of the British Isles, pp. 124-125. London. | Cook, S. A. & JoHNson, M. P. (1968). Adaptation to heterogeneous environments, 1. Variation in heterophylly in Ranunculus flammula L. Evolution, 22: 496-516. Druce, G. C. (1913). Ranunculus reptans L. Rep. botl Soc. Exch. Club Br. Isl., 3: 225. Druce, G. C. (1929a). Notes on the second edition of the “‘British Plant List’. Rep. botl Soc. Exch. Club Br. Isl. , 8: 867-877. Druce, G. C. (1929b). British plant list (Edition II). Additions and corrections. Rep. botl Soc. Exch. Club Br. Isl., 8: 878-883. Garparsson, A. (1972). Research in Thjorsaver, C. Iceland, and a preliminary account of the summer food of the Pink-footed Goose. /bis, 114: 581. Gipss, P. E. & GornattL, R. J. (1976). A biosystematic study of the Creeping Spearworts at Loch Leven, Kinross. New Phytol., 77: 777-785. Gopwin, H. (1975). History of the British flora, 2nd ed. Cambridge. Jones, N. G. B. & Git_mor, R. (1955). Observations on gathering and departure of Pink-footed Geese at Asgard in central Iceland. Ann. Rep. Wildfowl Trust, 1953-1954, 7: 153-169. Licutroot, J. (1977). Flora Scotica. Edinburgh. Love, A. (1983). The flora of Iceland. Reykjavik. MARTINDALE, G. E. (1886). Ranunculus? Ann. Rep. Watson bot. Exch. Club, 2: 4. MEusEL, H., JAGER, E. & WEINERT, E. (1965). Vergleichende Chorologie der zentraleuropaischen Flora. Karten. Jena. Newton, I. & CAMPBELL, C. R. G. (1970). Goose studies at Loch Leven in 1967/8. Scott. Birds, 6: 5-18. Papmorg, P. A. (1957). The varieties of Ranunculus flammula L. and the status of R. scoticus E. S. Marshall and of R. reptans L. Watsonia, 4: 19-27. Scott-E ior, G. F. (1896). The flora of Dumfriesshire. STEWART, O. M. (1975). Plant record in Watsonia, 10: 421. Tuom, V. H. (1969). Wintering duck in Scotland, 1962-68. Scott. Birds, 5: 417-466. TuTINn, T. G. et al. (1964-1980). Flora Europaea, vols. 1-5. Cambridge. VLAMING, V. DE & Procror, V. W. (1968). Dispersal of aquatic organisms: viability of seeds recovered from the droppings of captive Killdeer and Mallard ducks. Amer. J. Bot., 55: 20-26. (Accepted June 1986) Watsonia, 16, 389-396 (1987) 389 The genus Barbarea R.Br. (Cruciferae) in Britain and Ireland T. C. G. RICH Biological Records Centre, Monks Wood Experimental Station, Abbots Ripton, Huntingdon, PE17 2LS ABSTRACT An account of the genus Barbarea R.Br. (Cruciferae) in Britain and Ireland is presented. A general description of the genus, and the four species that occur in these islands, Barbarea stricta Andrz., B. vulgaris R.Br., B. intermedia Boreau and B. verna (Miller) Asch., is given, together with a key and notes on their identification and distribution. INTRODUCTION The genus Barbarea R.Br. (Cruciferae) contains some 16 species, 13 of which occur in Europe. Four of these have been recorded from Britain and Ireland: Barbarea stricta Andrz., B. vulgaris R.Br., B. intermedia Boreau and B. verna (Miller) Asch. However, as the species are superficially similar and the published keys and descriptions available often unreliable, they have been frequently confused. During the last five years I have studied the genus in cultivation, field and herbarium, and the purpose of this paper is to clarify the taxonomy of these four species and to draw attention to characters by which they may be distinguished. Barbarea is a well defined, natural genus and is usually placed in the tribe Arabideae with Arabis, Cardamine, Cardaminopsis and Rorippa. Barbarea may be defined in the British Isles as follows: Biennial or short lived perennial (rarely annual) herbs, glabrous or sparsely pubescent below with simple hairs. Rosette leaves pinnate. Upper cauline leaves amplexicaul, sessile, entire to pinnatifid. Sepals erect, the inner slightly saccate at the base. Petals yellow, indistinctly clawed. Stigma entire to slightly emarginate. Style persistent in fruit, sessile or forming a short, sterile beak. Fruit a terete to four-angled, bivalvate, dehiscent siliqua, the valves with a strong median vein and weaker reticulate lateral veins. Seeds in one row in each loculus. CYTOLOGY There are no reported chromosomal data from native British material. Counts from European or cultivated material suggest that most of the species are diploid with a chromosome number of 2n=16 (Manton 1932), although B. stricta has counts of 2n=14—-18 (Manton 1932; Tischler 1934) and B. vulgaris of 2n=14-16 and 2n=18 (Tischler 1934; Dvorak et al. 1981). REPRODUCTIVE BIOLOGY All four species begin flowering in spring or early summer, continuing under favourable conditions into July. Barbarea intermedia and B. verna are usually the first to come into flower in early April. Plants may flower in the autumn if they have been damaged earlier in the year. The pollination of B. vulgaris has been described in detail by Proctor & Yeo (1973) and the general mechanisms are probably essentially the same for the other species. Insects, mainly bees and flies, are attracted to the yellow inflorescences to collect nectar and/or pollen and effect self- or cross- pollination in the process. If that fails, or in dull weather, the two shorter outer stamens bend in towards the stigma and self-pollination occurs. Abundant seed is usually set in all species, although occasional plants of B. vulgaris with completely or partially aborted fruits have been found. It is unknown whether these plants are self-sterile. There are no specialized seed dispersal mechanisms. 390 TC. G: RICH Vegetative reproduction by cauline rosettes has been reported in B. vulgaris (MacDonald & Cavers 1974; Rich 1984). HYBRIDS B. stricta x B. vulgaris (B. X schulzeana Hausskn.) and B. vulgaris x B. intermedia (B. xX gradlii J. Murr.) have been recorded from Europe (Hess, Landolt & Hirzel 1970; Lange 1937), but not from Britain or Ireland. They are apparently highly sterile and of rare occurrence. No hybrids with other genera have been recorded. The hybrid B. intermedia x B. verna was synthesized in 1961 by P. M. Benoit from parents of Welsh origin (specimen in K). The resulting plants had leaves intermediate between the two parents and 60% sterile pollen. Fruit formation appeared to be normal, and the siliquae resembled those of B. intermedia in size, although it is not known if the seeds were viable. IDENTIFICATION The main characters used to separate the four species are as follows: (a) Rosette leaves. The rosette leaves are very variable in outline and cannot usually be relied upon for identification, despite their use by Clapham (1962). (b) Stem leaves. Failure to examine the uppermost leaves, which become inflorescence bracts if the lateral racemes develop, is the most common reason for mis-identification of Barbarea specimens. For instance, in B. vulgaris the leaves show a gradual transition from the pinnate rosette leaves to the nearly entire uppermost leaves, which are not pinnatifid, although they may be lobed. If the middle stem leaves are examined, this may prompt a mis-identification to B. intermedia as these leaves are often pinnate. Part of the problem also lies in the terms used to describe the leaves. The uppermost leaves of B. intermedia and B. verna should strictly be described as pinnatifid rather than pinnate, as the lateral lobes do not quite reach the midrib. The uppermost leaves of B. stricta are usually entire, but those of B. vulgaris may be entire or have one pair of lateral lobes at the base of the leaflet, whose divisions do not reach as close to the midrib as in B. intermedia and B. verna. With practice, these leaves can provide the most useful characters, and typical uppermost stem leaves from the four species are shown in Fig. 1. The stem leaves of both B. stricta and B. vulgaris are diagnostic, but it is not possible to separate B. verna and B. intermedia using these alone. (c) Flower buds. B. stricta can usually be distinguished from the other species by the sparsely hairy tips of the sepals, most easily seen in silhouette on the flower buds. However, these hairs are often lost in herbarium specimens with age, and very rarely B. vulgaris may have a few hairs on the sepals. (d) Flower colour. There is much variability in flower colour and it cannot be used to separate the species reliably. However, B. intermedia does often seem to have paler flowers than the other species, and B. stricta has more uniformly deeper yellow petals. (e) Length of petals and sepals. The ratio of sepal:petal length has been used to distinguish the species (e.g. Wiggington & Graham 1981), but is highly variable and is not reliable. A much better character is the length of the fresh petals, most easily measured by dissecting flowers and sticking the petals from at least five mature flowers onto sticky tape. (f) Fruit length, measured from the base of the valve to the tip of the persistent style. This is a very useful character for distinguishing B. verna from the other species, as specimens usually have at least some fruits more than 4 cm long, which is beyond the range of the other species. Short-fruited variants of B. vulgaris also occur. (g) Persistent style length, measured from the apex of the valves to the tip of the style. This character is very useful for distinguishing B. vulgaris in Britain and Ireland, but is not so reliable for European material. (h) Seed size. The mean of at least ten seeds from different siliquae should be recorded. BARBAREA IN BRITAIN AND IRELAND 391 H2O e 49 920 FicureE 1. Uppermost stem leaves of Barbarea species. A—B, B. stricta. C-E, B. vulgaris. F—H, B. intermedia. I-J, B. verna. SPECIES DESCRIPTIONS KEY TO SPECIES 1 D 3) 3) Uppermost cauline leaves and bracts simple, toothed or shallowly lobed, sometimes with 1 or 2 pairs of linear, lateral lobes, the terminal lobe broad, ovate to obovate; mean seed sizet1.6 mm ............c ccc eee e scene ee 2. Uppermost cauline leaves and bracts pinnatifid with 2 or more pairs of lateral lobes, the terminal lobe narrow, oblong to oblanceolate; mean SEC MESIZe mie IMM te ace ec Gia sia eite eee ea lee Seb tnca | Meoninac 5 Sec eal Me cids he ck dards 3 Flower buds at least sparsely pubescent at tips; persistent style of fruit Ase) (G23 MATIN eee teense cals scam nae en Acgebe doetuuia sitet. cs vodnad Sa WSeacaines 1. B. stricta Flower buds glabrous; persistent style of fruit 2.0—-3.5 mm ...................... 2. B. vulgaris Fresh petals 4.0—5.6 mm; fruits 1.5—3.1(—3.6) CM ........... ccc ccc eee se eee ee ees 3. B. intermedia Fresh petals (5.6—)6.0—8.4 mm; fruits (2.8—)3.5-—7.1 cM ........ ee eee eee e eee 4. B. verna The following descriptions have been prepared from British and Irish specimens: European material is usually more variable. Synonyms in use in the British and Irish literature are given. No infraspecific taxa merit recognition within the British Isles, with the possible exception of variants of B. vulgaris. 1. B. STRICTA Andrz. in Besser, Enum. Pl. Volhyniae, 72 (1822). Common names: Upright Wintercress, Small-flowered Wintercress 392 PVC. Ge RICH Glabrescent biennial or short-lived perennial herb up to 100 cm. Basal leaves with a large, ovate- oblong terminal leaflet and (0O—)1—3(—4) pairs of much smaller lateral leaflets. Stem leaves smaller, sessile and entire, the uppermost broad, ovate to obovate, coarsely but shallowly sinuately lobed. All foliage yellow-green. Inflorescence branches straight and erect, with dense racemes at anthesis. Buds at least sparsely hairy at tips. Petals 3.5—6.0 mm, suberect, deep yellow all over including the claw. Fruits on appressed (rarely more spreading) pedicels 3—7 mm, the siliqua 1.3—2.8(—3.5) cm, usually straight, with a stout persistent style 0.5—1.6(—2.3) mm. Seeds (1.0—)1.1—1.6(-1.7) mm, mean 1.4 mm. Flowering May to September. B. stricta is closely related to B. vulgaris, and also to B. orthoceras Ledeb. of North America and eastern Asia. Sprague & Hutchinson (1908) give an excellent account of its distinction from B. vulgaris in the British Isles. It is a very local, lowland plant of canal, stream and river banks, quiet backwaters and also rarely as a casual on drier ground. It occurs in similar habitats to B. vulgaris but is perhaps more restricted to damper sites next to slow-moving water. It is widely distributed in England and eastern Wales, but is very rare in Scotland, and absent from Ireland. Jackson (1908) described its history and distribution in Britain. The species was first reported in 1843 by W. Borrer from Yorkshire (v.c. 63) and Northants. (v.c. 32), but its status in the British Isles is uncertain. On the basis of the criteria of Webb (1985), it is impossible to come to any firm conclusion as to whether the plant is native or introduced. There are no reliable fossil records (Godwin 1975) since it is not possible to distinguish seeds of B. stricta from those of B. vulgaris. The relatively late first record could be due to the plant being overlooked as B. vulgaris or due to its recent arrival. In this respect, records from the River Thames are of interest, as although the species has been persistent on the banks near Kew since at least 1871, neither Brown (1812) nor Brewer (1863) mentioned the plant. This suggests that the Thames localities may be recent. Jackson (1908) pointed out that its habitats on the Continent are much the same as some of those in England, and its European distribution is consistent with it being a native plant. It is known to have become naturalized elsewhere (ignoring for the moment localities within Britain), but although it has reached New Zealand, it has yet to be recorded from Ireland. The species shows no obvious geographical pattern of variation. It reproduces by seed and, although fluctuating in abundance from year to year (e.g. Lousley 1976) in a similar manner to other biennials, it is remarkably persistent in some localities. Seeds of other Barbarea species may be introduced with grain (c.f. B. verna) and in some localities B. stricta is believed to have been brought in by barges (Gibbons 1975), presumably with ballast. Thus in the absence of any further information, the plant is best regarded as ‘probably native’. The world distribution of B. stricta is the western Mediterranean and central Europe to northern Scandinavia, eastwards to the Russian provinces of Orenburg and Perm, and southwards to Bosnia and Bulgaria (Sprague & Hutchinson 1908). It has been introduced to North America, New Zealand and probably Japan. 2. B. VULGARIS R.Br. in W. & W. T. Aiton, Hortus Kew., 2nd ed., 109 (1812). Erysimum barbarea L., Sp. Pl., 660 (1753). Barbarea barbarea Miller, Gard. Dict., 8th ed. (1768). B. taurica DC., Syst., 2: 207 (1821). B. arcuata (Opiz ex Presl) Reichenb., Flora, 5: 296 (1822). B. stricta Boreau, Fl. Cent. France, 3rd ed., 2: 39 (1857). B. lyrata Ascherson, Fl. Brandenburg, 1: 35 (1864). B. rivularis Martr., Fl. Tarn., 44 (1864).- B. sylvestris Jord., Diagn., 1: 102 (1864). Jackson (1916) details the synonymy of infraspecific taxa. Common names: Wintercress, Yellow Rocket Biennial to perennial herb up to 90(—130) cm, usually glabrous. Basal leaves pinnate, with an elliptic to ovate terminal leaflet and (O—)2—5(—6) pairs of lateral leaflets. Upper stem leaves usually sinuate-lobed, often with 1 or 2 pairs of small, spreading, linear lobes from base of leaflet, the BARBAREA IN BRITAIN AND IRELAND 393 terminal lobe broad, obovate to broadly elliptic (rarely ovate) with a cuneate base. All foliage deep green, shining, with coarsely toothed or sinuate margins. Inflorescence crowded or lax. Buds glabrous or very rarely with a few hairs. Petals 4.9-7.0(—8.0) mm, deep to bright yellow with a paler claw, the limb spreading, becoming reflexed with age. Fruits on thin pedicels 3-6 mm long, spreading-erect. Siliqua (0.7—)1.5—3.2 cm, straight or curved with a slender persistent style 2.0— 3.5(—4.0) mm. Seeds (1.1—)1.2—1.6(—1.8) mm, mean approx 1.5 mm. Flowering May to July. B. vulgaris is a very variable species within which many infraspecific taxa have been described. In a critical study of the species in the British Isles, Jackson (1916) recognized four varieties: var. silvestris Fries Plants usually small, with solitary stems. Lateral lobes of lower leaves very small or absent. Fruits short, about 12 mm long, appressed. var. campestris Fries Plant robust, fruits usually longer, up to 25 mm, obliquely erect or slightly spreading. var. arcuata Fries Inflorescence often laxer. Pedicels patent. Fruits arcuate- ascending, spreading at right angles to the axis, or even deflexed. var. transiens Druce Plant stout, robust; lower stem leaves with oblong cuneiform terminal lobe, the lateral linear lobes well developed, up to five pairs, exceeding the terminal lobe in width. The taxa are thus defined largely on a combination of somewhat variable characters. Since the size of plant varies according to habitat, and the size and shape of the leaves are usually linked to the robustness of an individual, var. transiens may just be a result of good growth conditions. The only general correlation between characters is the density of the inflorescence and the orientation of the pedicels and fruits — plants with laxer racemes usually have spreading fruits, and plants with dense racemes have erect fruits. This correlation can also be seen in B. intermedia. However, in some populations it is possible to find plants with both spreading and erect fruits, which makes the plants look distinct although they are identical in all other respects. This may suggest there is a simple genetic basis to this difference. The character of spreading fruits is essentially the basis on which var. arcuata (B. arcuata (Opiz ex Presl) Reichenb.) is distinguished from var. campestris; Jackson (1916) has shown that the other characters are unreliable, and he rightly included B. arcuata within B. vulgaris in the British Isles. However, Bush (1939) maintained it as a separate species in Russia, but there may be a geographical basis for this difference of opinion. The two variants are very similar in north-western Europe, but in eastern Europe and Asia, outside the range of typical B. vulgaris, plants with spreading fruits are much more common. There may also be clinal variation with other characters, since B. vulgaris sensu lato is often apparently annual in the eastern part of its range, a character not observed in any British plant. A second character which makes some plants appear quite distinct is consistently short fruits, typically 7-12 mm long, and such plants have been described as var. silvestris. It seems that these are selectively collected and are far more frequent in herbaria than in the field! Other plants with a mixture of short and long fruits can also be found, but this may be due to partial self-sterility. Sparse hairs on the lower parts of the plant are of no taxonomic value, as pubescence is probably environmentally determined. Material cultivated at Leicester in a constant environment room was sparsely hairy, whilst plants grown outside from the same seed batch were glabrous. Hairy and glabrous plants can also be observed in the field within the same population. A similar dimorphism occurs in B. intermedia and B. verna, where sparsely hairy plants are quite frequent. Knowles (1967) recorded that a double-flowered variant ‘Flore Pleno’ and a variant ‘Variegata’ with golden netted foliage are grown in gardens. Tilney-Bassett (1963) has shown that the variegation in the latter is due to the action of a single recessive gene. B. vulgaris used to be cultivated as a salad plant, but has now been replaced by B. verna. A more detailed study of the species and its possible segregates throughout its range must be made before it is possible to evaluate the infraspecific taxa critically. Until then the species is best treated as a single, highly polymorphic taxon. B. vulgaris is the commonest member of the genus in Britain and Ireland. It is a locally abundant native species, most characteristic of places that are damp in the winter such as river levées and shingle, ditch margins and woodland rides, but also in more disturbed habitats such as road verges, edges of fields and waste ground. It can tolerate a wide range of soil conditions and only avoids the more acid sites. Widespread throughout the British Isles and Ireland, it is most frequent in the south, and is absent from much of northern and western Scotland. 394 ECs G RICH The world distribution of B. vulgaris is Eurasia, from the Mediterranean to northern Scandina- via, and eastwards from Portugal to central Russia and the western Himalaya. It has been introduced to East Africa, Australasia and North America. 3. B. INTERMEDIA Boreau, Fl. Cent. France, 2nd ed., 48 (1840). Common names: Intermediate Wintercress, Medium-flowered Wintercress Biennial (rarely short-lived perennial) up to 60 cm, glabrous or sparsely pubescent below. Basal leaves with a large terminal leaflet and (0O—)2—S(—6) pairs of smaller lateral leaflets. Stem leaves pinnatifid, with (1—)2-3 pairs of lateral lobes, the terminal lobe becoming narrow, oblong- oblanceolate. Foliage green. Inflorescence crowded. Buds glabrous. Petals 4.0-5.6 mm, pale to bright yellow. Fruits on appressed (rarely spreading), stout pedicels 3-6 mm long, the siliqua 1.5-—3.2(-—3.6) cm, straight or slightly curved, with a stout persistent style 0.6-1.6(—1.7) mm. Seeds 1.7—2.3(—2.4) mm, mean 2.1 mm. Flowering (March) April to July. B. intermedia occurs on roadsides, waste ground and disturbed places throughout the lowlands of England, Wales and Ireland, but is scarcer in Scotland. It is often associated today as a colonist of building and road construction sites, although formerly it was most frequent as an arable weed. It is rarely abundant, and is often found as a single individual, but is surprisingly persistent in some localities in view of its intolerance of competition from other plants. Britten (1864) summarized the earliest records from the British Isles. The species was first recorded from Co. Armagh (v.c. H37) by A. J. More in 1844, although the plant was probably present for a number of years before then but undetected due to confusion with B. vulgaris. Lousley (1976) noted that it “has made little progress in a century”’. It is probably native in southern and central Europe, from northern Portugal to southern Germany and southern Yugoslavia, and also in North and East Africa, and introduced elsewhere. Ham (1982) suggested that it is native in Holland. As with many other species that behave as arable weeds, it is impossible to determine the original range of the species with any certainty. 4. B. VERNA (Miller) Ascherson, Fl. Brandenburg, 1: 36 (1864). Erysimum vernum Miller, Gard. Dict., 8th ed. (1768). E. praecox Sm., Fl. Brit., 2: 707 (1800). Barbarea praecox R.Br. in W. & W. T. Aiton, Hortus Kew., 2nd ed., 4: 109 (1812). B. brevistyla Jord., Diagn., 1: 102 (1864). Common names: Land-cress, American Wintercress, Early-flowering Yellow Rocket Annual or biennial up to 75(—90) cm, glabrous or sparsely pubescent below. Basal rosette leaves with a large terminal leaflet and (0O—)4—10(—11) pairs of lateral leaflets, the distal pair usually wider than the terminal leaflet. Upper stem leaves pinnatifid, with 2—4 pairs of lateral lobes, the terminal lobe narrow, oblong-oblanceolate. Foliage green. Buds glabrous. Petals (5.6—)6.0—8.4 mm, bright yellow. Fruits on stout pedicels (2—)3-8 mm, the siliqua (2.8—)3.5-7.1 mm, arcuate-ascending, with a stout persistent style 0.6-2.0(—2.3) mm. Seeds (1.6—)1.7—2.3(-2.4) mm, mean 2.0 mm. Flowering (March) April to July. B. verna is a casual weed of waste ground, railway embankments, roadsides, bare and stony ground, etc., usually close to habitation. It is an ancient salad crop, probably introduced as a winter substitute for watercress in the 16th or 17th century, and commercial seed is still widely available. White (1912) noted that some of the species of Barbarea taste different, B. verna being a desirable salad plant, whilst B. intermedia is unpleasantly bitter. B. verna is scattered through- out lowland Britain, although it is more common in the south, and is rare in Scotland and Ireland. Davie (1909) suggested it might be native in Cornwall. It is more persistent in the south BARBAREA IN BRITAIN AND IRELAND 395 and west, and it may re-appear sporadically as its seeds can remain dormant for many years. Clement & Foster (1983) recorded B sicula C. Pres! from Britain, probably in error for B. verna. The species is perhaps native in the western Mediterranean region and Macaronesia, but it is widely naturalized in western and central Europe, and its native range has been obscured by cultivation. It has been introduced to North America, South Africa, Japan and New Zealand, and is recorded as introduced with grain into Norway (Jgrgensen 1969). This species is phenotypically the most plastic member of the genus in the British Isles and is very variable in size in response to environmental conditions, as illustrated in Stace (1980). Small, depauperate annual specimens contrast markedly with robust biennials, and it is this enormous range of variation which has led to many problems in distinguishing B. verna from B. intermedia. ACKNOWLEDGMENTS I am very grateful to Dr G. Halliday who first suggested that I should study Barbarea, to Miss A. Wightman for her help with the literature survey, and to members of the B.S.B.I. who sent material to us at Lancaster. I should like to thank Professor C. A. Stace for comments on the manuscript. REFERENCES Brewer, J. A. (1863). The flora of Surrey. London. Brown, R. (1812). Barbarea, in W. & W. T. Aiton. Hortus Kewensis, 2nd ed. London. BRITTEN, J. (1864). Spontaneous exotics. Naturalist, Hull, 1864: 201-207. Busu, N. A. (1939). Barbaraea [sic] Beck., in Komarov, V. L., ed. Flora of U.S.S.R., 8: 99-102. Leningrad. CiapHaM, A. R. (1962). Barbarea, in CLAPHAM, A. R., Tutin, T. G. & WarBurG, E. F. Flora of the British Isles, 2nd ed., pp. 164-166. Cambridge. CLEMENT, E. J. & Foster, M. C. (1983). Alphabetical tally-list of alien and adventive plants, 3rd ed. London. Davie, J. H. (1909). Flora of Cornwall. Penryn. : DvorAk, F., GRULL, F., SutorY, K. & DADAKoVA, B. (1981). In LévE, A., ed. Chromosome number reports LXXIII. Taxon, 30: 844. Gipzons, E. J. (1975). The flora of Lincolnshire. Lincoln. Gopwin, H. (1975). The history of the British flora, 2nd ed. Cambridge. Ham, R. W. J. M. VAN DER (1982). Barbarea intermedia Bor. en Barbarea verna Aschers. in Nederland. Gorteria, 11: 36-39. Hess, H. E., LANpDoLtT, E. & HirZEL, R. (1970). Flora der Schweiz, 2: 215-218. Basel. Jackson, A. B. (1908). in SPRAGUE, T. A. & Hutcuinson, J. Note on Barbarea stricta Andrz. J. Bot., Lond., 46: 106-109. Jackson, A. B. (1916). A study of Barbarea vulgaris R.Br. J. Bot., Lond. , 54: 202-209. JORGENSEN, P. M. (1969). Two anthropochorous species new to Norway. Blyttia, 27: 135-140. Know es, E. (1967). Cultivars of British wild plants 7. The Cabbage family. Gdnrs Chron., 1967: 14. LanGE, T. (1937). Sveriges Barbarea-arter. Bot. Notiser, 1937: 216-230. LousLey, J. E. (1976). Flora of Surrey. Newton Abbot. MacpDonaLp, M. A. & Cavers, P. B. (1974). Cauline rosettes, an asexual means of reproduction and dispersal occurring after seed formation in Barbarea vulgaris (yellow rocket). Can. J. Bot., 52: 913-918. Manton, I. (1932). Introduction to the general cytology of the Cruciferae. Ann. Bot., 46: 509-556. PERRING, F. H. & WALTERS, S. M., eds. (1962). Atlas of the British flora. London. Procror, M. C. F. & Yeo, P. (1973). The pollination of flowers. London. Ricu, T. C. G. (1984). Asexual reproduction of Barbarea vulgaris R.Br. in the British Isles. Watsonia, 15: 121-122. SPRAGUE, T. A. & Hutcuinson, J. (1908). Note on Barbarea stricta Andrz. J. Bot., Lond., 46: 106-109. Stace, C. A. (1980). Plant taxonomy and biosystematics. London. Titney-BasseTr, R. A. E. (1963). Selection against the variegated genotype in Barbarea vulgaris. Heredity, 18: 534-545. TISCHLER, G. (1934). Die Bedeutungen der Polyploidie ftir die Verbreitung der Angiospermum, erlautert an der Arten Schleswig-Holsteins, mit Ausblicken auf andere Florengebiete. Bot. Jahrb. , 67: 1-36. 396 T. C. G. RICH Wess, D. A. (1985). What are the criteria for presuming native status? Watsonia, 15: 231-236. Wuite, J. W. (1912). The flora of Bristol. Bristol. WicGINGTON, M. & GRAHAM, G. G. eds. (1981). Guide to the identification of some of the more difficult vascular plant species. N.C.C. England Field Unit, Occasional Paper no. 1, pp. 17-18. Banbury. (Accepted June 1986) Watsonia, 16, 397-407 (1987) 397 A morphometric study of < Orchiaceras bergonii (Nanteuil) Camus and its parents (Aceras anthropophorum (L.) Aiton f. and Orchis simia Lamarck) in Kent* R. M. BATEMAN Department of Geology, Birkbeck College, 7-15 Gresse Street, London, WIP 1PA and O. S. FARRINGTON Department of Geography, Birkbeck College, 7-15 Gresse Street, London, W1P 1PA ABSTRACT x Orchiaceras bergonii (Nanteuil) Camus (Aceras anthropophorum (L.) Aiton f. X Orchis simia Lamarck), recently found in Kent and new to the British Isles, is described in detail. Morphometric comparison of the hybrid with its parent species has shown that it is intermediate in 17 of the 41 characters measured but resembles Aceras in six and O. simia in 18. It is similar to Continental plants of x Orchiaceras bergonii; some characters appear to be expressed consistently in hybrids between Aceras and several species of Orchis. The status of the British x Orchiaceras bergonii as a natural hybrid, and the value of Aceras R. Brown as a genus, are discussed. The need for accurate, quantitative diagnostic characters in Floras, and the considerable value of multivariate methods in the study of hybrids, are emphasized. INTRODUCTION Bigeneric hybrids between Aceras anthropophorum (L.) Aiton f. and species of Orchis L. section Orchis subsection Militares Parlatore are often recorded on the Continent (Nelson 1968; Peitz 1970; Davies et al. 1983), especially XOrchiaceras bergonii (Nanteuil) Camus (1892) (A. anthropophorum x O. simia Lamarck); for synonyms see Peitz (1970). The frequent occurrence of this hybrid, particularly in France, shows that its parents share pollen vectors and that barriers to cross-fertilization are, at best, only partially effective. It also reflects their similar ecological preferences and geographical distributions in mainland Europe (Baumann & Kiinkele 1982). Aceras and O. simia both reach their northern limits in the British Isles, but curiously they have remained almost entirely allopatric. Aceras is locally frequent along the North Downs of Kent and Surrey, but rare elsewhere (Perring & Walters 1962); Druce (1886) reported only one Oxfordshire site for Aceras, and only one remains (Steel & Creed 1982). O. simia has always been confined to southern Oxfordshire, where it coexisted with O. militaris L. and was locally frequent until the mid-nineteenth century (Godfery 1933; Summerhayes 1951), but has since declined to a single viable population (Summerhayes 1951; Paul 1965). Consequently, in Britain, only one hybrid combination has been recorded involving O. simia (O.xXbeyrichii A. Kerner = O. simiaxO. militaris) (Hunt 1975a), and none involving Aceras (Hunt 1975b). In 1920, five plants of O. simia were found at Bishopsbourne, near Canterbury, Kent. In the same year, B. J. Brook collected two flowers of O. simia and one of Aceras, all apparently from this locality (BM). Unfortunately, O. simia only persisted at Bishopsbourne until 1923, and only one or two plants flowered each year (Summerhayes 1951), providing little opportunity for hybridization. However, in 1955, H. M. Wilks discovered another Kentish locality for O. simia * Dedicated to the late Norman R. Campbell, orchid biometrician. 398 R. M. BATEMAN AND O. S. FARRINGTON near Faversham (Wilks 1960), and this remains the only natural population of this species south of the Thames (Perring & Farrell 1977; Philp 1982); at present about 30-50 O. simia plants coexist with a similar number of Aceras. When we visited the locality on the 31st May 1985, we tentatively identified the first individual of < Orchiaceras bergonii recorded in the British Isles. MATERIALS AND METHODS A biometric study was performed to appraise this initial identification and to assess the morphological variation shown by its presumed parent species. 41 characters were recorded for the putative hybrid and for every flowering plant of O. simia (10) and Aceras (8) present: Stem and inflorescence (7 characters). . Stem height, above ground level. Stem diameter, above uppermost sheathing leaf. . Presence (1) or absence (0) of anthocyanins immediately below inflorescence. Inflorescence length. . Number of flowers. . Bract length. . Ovary length. B. Leaves (7 characters). Orchis and Aceras leaves are difficult to categorize. Basal leaves form a spreading rosette immediately above ground level. Sheathing leaves arise from the rosette but surround the stem (occasional leaves intermediate between these categories were arbitrarily classed as basal leaves). Cauline leaves arise from the stem above its base, and are usually much smaller than the lower leaves. Leaf shape (character 14) was assessed by determining the position of maximum width relative to length, on a scale 1-4 (1=0-10% of length; 2=11-25%; 3=26-50%; 4=>50%). 8. Number of basal leaves. 9. Number of sheathing leaves. 10. Number of cauline leaves. 11. Length of longest leaf. 12. Width of longest leaf (often=C13). 13. Width of widest leaf. 14. Shape of longest leaf (see above). C. Labellum (16 characters). Fig. 1 summarizes nine measurements taken from each labellum, and explains the anthropomor- phic terminology that we have adopted for simplicity to describe parts of the labellum. The colours of the ‘torso’ and ‘limbs’ of each labellum, and of the reverse surfaces of the outer perianth segments, were matched to the nearest colour block of the Royal Horticultural Society Colour Chart (Anonymous 1966) by I. Denholm. Patches of pigmented hairs characteristic of the ‘torso’ of O. simia are termed papillae. 15. Maximum width. 16. Width of ‘torso’. 17. Maximum length. 18. Length of ‘torso’. 19. Presence (1) or absence (0) of ‘tail’. 20. Length of ‘tail’ (if present). 21. Length of ‘arm’. 22. Width of ‘arm’, measured halfway along length. 23. Length of ‘leg’. . 24. Width of ‘leg’, measured halfway along length. 25. Colour of ‘torso’, on a scale 1-3 (1=pale straw yellow, R.H.S.11C; 2=greenish-grey, R.H.S.157C; 3=very pale lilac, R.H.S.76D). 26. Colour of ‘limbs’, on a scale 1-4 (1=yellowish-orange, R.H.S.15C; 2=purplish-red, R.H.S.64B; 3=reddish-purple, R.H.S.72B—C; 4=purple-violet, R.H.S.80B-C). 27. Number of papillae on ‘torso’. 28. Distribution of papillae on ‘torso’, on a scale 1-3 (1=concentrated immediately below spur entrance, through to 3=distributed over most of ‘torso’). STUDY OF X ORCHIACERAS BERGONII 399 MEDIAN OUTER PERIANTH SECMENT COLUMN ith POLLINIA INNER avith PERIANTH SEGMENT LATERAL OUTER SPUR ENTRANCE PERIANTH SEGMENT PAPILLAE TORSO ARM LABELLUM [720 Figure 1. Nomenclature of floral parts, and labellum dimensions measured. Numbers refer to characters listed in Materials and Methods. 29. Attitude of ‘torso’ relative to stem, on a scale 1-5 (1=parallel, through to 5=perpendicular). 30. Attitude of ‘limbs’ relative to ‘torso’, on a scale 1-4 (1=shallowly convex; 2=planar; 3=shallowly concave; 4=deeply concave). D. Spur (3 characters). 31. Length, from entrance to apex. 32. Diameter, halfway along length when viewed laterally. 33. Shape, on a scale 1-5 (1=strongly recurved, through to 5=strongly decurved). E. Inner perianth segments (2 characters). 34. Length. 35. Maximum width. F. Outer perianth segments (5 characters). 36. Length. 37. Maximum width. 38. Colour of reverse surface, on a scale 1-2 (1=pale yellowish-green, R.H.S.154C—D; 2=pale/ very pale lilac, R.H.S.76C-D). 39. Presence (1) or absence (0) of peripheral and median linear markings on reverse surface. 40. Presence (1) or absence (0) of dispersed dots and/or dashes on reverse surface. G. Phenology (1 character). 41. Percentage of flowers in inflorescence fully open. Some of the above characters were used to calculate the following ratios, which summarize the shapes of certain structures. The characters are numbered according to the above list and preceded byj the letter,..€:: . Robustness of stem. C2/(C1+C2). . Percentage of stem bearing flowers. (100 C4)/C1. . Density of inflorescence (fls/em). C5/C4. . Length of bract relative to length of ovary. C6/(C6+C7). . Shape of longest leaf. C12/(C11+C12). Roundness of labellum. C17/(C15+C17). . Length of ‘arms’ relative to length of ‘torso’. C21/(C18+C21). . Length of ‘legs’ relative to length of ‘torso’. C23/(C18+€C23). Length of ‘arms’ relative to length of ‘legs’. C21/(C21+€C23). ™ oe moo Of 400 R. M. BATEMAN AND O. S. FARRINGTON Data were analysed by multivariate methods using the Rothamsted Genstat computer program (Alvey et al. 1977). Character 12 was discarded as it often duplicated character 13, and ratios (a) to (i) were omitted as they duplicate their component characters. The remaining 40 characters were used to compute a symmetrical matrix that quantified the similarities of pairs of data sets (i.e. plants) using the Gower Similarity Coefficient (Gower 1971) on unweighted data scaled to unit variance. This was used to construct a minimum spanning tree (Gower & Ross 1969) and subsequently to calculate principal coordinates (Gower 1966), compound vectors that incorporate positively or negatively correlated characters which are most variable and therefore of potential diagnostic value. Principal coordinates have previously been used to assess morphological relationships between orchid taxa (Bateman & Denholm 1983, 1985), but not those between orchid hybrids and their parental taxa. VARIATION IN SINGLE CHARACTERS Population means (and sample standard deviations) for O. simia, x Orchiaceras and Aceras are presented in Table 1. CHARACTERS SEPARATING THE PARENTS We define continuous metric characters and ratios as taxonomically useful if the parental standard deviations do not overlap (>67% discrimination) and diagnostic if twice the parental standard deviations do not overlap (>95% discrimination) (Fig. 2). Diagnostic scalar characters lack classes containing individuals of both species. Eleven characters and three ratios are taxonomically useless, and a further nine characters and two ratios are taxonomically useful but not diagnostic (i.e. give 67-95% discrimination; Table 1). They include the majority of the floral dimensions measured and all but one of the vegetative characters (e.g. stem height, leaf size and number), which are potentially strongly influenced by both ontogeny and environment; the four vegetative characters (one, stem diameter, diagnostic) classed as taxonomically useful here might be less useful at other sites which support more vigorous populations of Aceras. However, the remaining 20 diagnostic characters and four diagnostic ratios are probably generally applicable. Compared with Aceras, O. simia has basal leaves that are broadest closer to their tips and much shorter bracts (about one quarter the length of the ovary rather than approximately equalling the ovary). Its tendency to have fewer, more closely-spaced flowers results in a shorter inflorescence forming a much smaller proportion of the total length of the stem. Its flowers open more or less simultaneously (the lower flowers may open slightly earlier (Wilks 1960) or slightly later (Ettlinger 1976) than the upper) to form a cylindrical inflorescence, whereas those of Aceras open gradually from the bottom upwards over a long period to form an acute conical inflorescence. The flowers of a | A ' ! U ( (o me © res Oi © : © HYBRID CATEGORY = 1 i 2 mim 3B St 4 SB -- B TAXONOMICALLY USEFUL DIAGNOSTIC CHARACTER! : wae : o— : 4 TAXONOMICALLY USEFUL - : NON-DIAGNOSTIC CHARACTER 1 a \ ' TAXONOMICALLY USELESS jo gee eee CHARACTER ——____°__ ee FicureE 2. Explanation of A) ‘hybrid categories’ (1-5) listed in Table 1, and B) character classes described in Characters Separating the Parents. O=value for X Orchiaceras, @=mean for Orchis simia, 0=mean for Aceras; bars indicate standard deviations of parental taxa (‘=twice the standard deviation). STUDY OF x ORCHIACERAS BERGONII 401 TABLE 1. COMPARISON OF CHARACTER VALUES FOR xXORCHIACERAS BERGONII WITH POPULATION MEANS (AND SAMPLE STANDARD DEVIATIONS IN PARENTHESES WHERE APPROPRIATE) OF PARENTAL POPULATIONS Characters are numbered as in Materials and Methods. Italicized characters are taxonomically useful, bold characters are diagnostic (see Fig. 2). See Fig. 2 for explanation of ‘hybrid category’. Hybrid Character Units O. simia x Orchiaceras Aceras category A. 1 mm 267 ~=(68) 180 223 = (46) 4 2 mm 4.28 (0.77) 3.4 2.59 (0.32) 3 3 0.9 0 0 4 4 mm 2538 1(8:9) 11 714i (25.1) i 5 17:6, (5.6) 6 32h 1 a(de5) 1 6 mm 1.8 (0.7) Ts 6.5 (0.9) 5 7. mm F395 LO) 6.8 O25 (OFS) 5 B. 8 APS (OLS) 6 4.0 (0.8) 1 9 LOei (Ol7) 1 Delos (056) a 10 0.6 (0.5) 0 1.1 (0.4) 1 Jul mm 117 (24) oS 83 (29) 3 12 mm 29 (5) 20) 18 (3) 3 13 mm 30 (6) 24 18 (3) 5) 14 4.0 4 3.0 2 (Oe 15 mm 12.2 (1.6) LEO 4.1 (0.6) 2 16 mm 1.84 (0.24) 1:7 te 234 (O.22) 2 17 , mm UPL TANG ONS) 13.0 O20 ye (222) 2 18 mm 0, (027) 7.8 Ten ale) 2 19 1.0 1 0.4 ji 20 mm 1.44 (0.57) 0.7 O27 (0-21) e} 21 mm O22 eh 1(020) 8.3 DEG Le) 2 22 mm 0.73 (0.07) 0.9 0.62 (0.08) 1 23 mm Ted icete(Ae3) 5.4 2.9 (1.1) 3 24 mm 0.92 (0.15) 0.9 0.38 (0.09) 2 25 3.0 2 1.0 3 26 4.0 3 1.3 3 27 28 (3) 6 0 3 28 3.0 2 0 3 29 2.4 2 1.0 2 30 4.0 2 1.4 “| Dy ol mm 4.7 (0.8) 1) 0 3 32 mm 1.69 (0.35) IG 0 2 33 4.2 4 0 2 EB: 34 mm Son (LY) 6.6 ALO Ia el 2D) 3} 35 mm 1.48 (0.24) 1.4 $24 .3(0:37) 3 FE. 36 mm 11.3 (1.2) 8.0 6.4 (0.9) 3 37, mm 4.7 (0.9) 3.4 2.9 (0.4) 3 38 2.0 1 1.0 + 39 0 1 1.0 4 40 1.0 1 0 2 G. 41 % 100 =) 100 52 (24) 2 Ratio a 0.016 (0.002) 0.018 - 0.012 (0.003) 2 b % 9.5 (1.8) 6.1 32.1 (8.9) 1 c flsyem 7.0 (1.4) D5) 4.7° (1.7) 3 d 0.19 (0.05) 0.53 0.51 (0.04) 4 er 0.20 (0.02) 0.19 0.18 (0.05) 3 f 0.51 (0.04) 0.54 0.71 (0.05) 2 g 0.52 (0.03) 0.52 0.43 (0.03) 2 h 0.49 (0.04) 0.41 0.29 (0.04) 3 i 0.53 (0.03) 0.61 0.65 (0.06) = “Values estimated for several plants lacking leaf tips. "Mean of plants possessing ‘tails’. “Value would have decreased as flowers higher in the inflorescence opened. 402 R. M. BATEMAN AND O. S. FARRINGTON O. simia are generally larger (Fig. 3), especially in overall labellum width, ‘leg’ and outer perianth segment dimensions. “Tails’ are either absent in Aceras or much shorter than those of O. simia. The labella of Aceras are parallel to the stem and the ‘limbs’ are more-or-less parallel to the ‘torso’, whereas the labella of O. simia are inclined upward and the ‘limbs’ arc forward. The c.5 mm long, downward-curved spur of O. simia is represented only by a very shallow (<0.5 mm) ‘nectar pit’ in Aceras, and Aceras lacks the 25-30 papillae that adorn the ‘torso’ of O. simia. Pigmentation provides the most conspicuous differences between the species; O. simia has pale lilac outer perianth segments and ‘torsos’, deepening to purple-violet on the ‘limbs’, and anthocyanins are usually also present on the upper part of the stem, whereas Aceras has yellowish-green outer perianth segments, a straw yellow ‘torso’ with ‘limbs’ that often open purplish-red but fade to yellow-orange, and lacks stem anthocyanins. The outer perianth segments of O. simia bear dispersed purple-violet dots and dashes, in contrast to the peripheral and median linear, purplish-red markings of Aceras. Interestingly, the ranges of labellum lengths obtained for both species in Kent are shorter than, and do not overlap with, ranges given in Flora Europaea by Soo (1980) for O. simia, and Moore (1980) for Aceras. So6 (1980) also described the bracts of O. simia as c.50% of the length of the ovary (they average 23% in Kent), its labellum as longer than wide (its length approximately equals its width in Kent), and its outer and inner perianth segments as c.10 mm long (the outer perianth segments average 11.3 mm but the inner only 8.5 mm in Kent). COMPARISON OF THE HYBRID WITH ITS PARENTS Characters of the putative hybrid have been assigned to one of five ‘hybrid categories’ in Table 1 according to their values relative to the standard deviations of the parental means. Fig. 2 explains these categories. The hybrid is morphologically more extreme than either parent (categories 1 and 5) in only six characters, and only two of these are taxonomically useful: it has a shorter inflorescence than O. simia and slightly longer bracts than Aceras. It resembles O. simia in 13 characters (category 2), including its orbicular leaves, the inclined position and more-or-less synchronous opening of its flowers, its wide labellum, ‘torso’ and ‘legs’, its long ‘arms’ and its small labellum roundness index, and resembles Aceras in five characters (category 4), including having its ‘limbs’ in the same plane as its ‘torso’ (Fig. 3), yellowish-green outer perianth segments, bracts that equal the ovaries in length, and in lacking stem anthocyanins. The hybrid is intermediate in 16 characters (category 3). Values for 14 of these do not fall within the standard deviations (continuous metric character) or classes (scalar characters) of either parent and therefore aid identification of the hybrid; they include several vegetative characters, ‘leg’, ‘tail’ and spur lengths, labellum colours, number and distribution of papillae, and outer and inner perianth segment dimensions. Its outer perianth segments also bear both the dispersed dots and dashes of O. simia and the peripheral and median lines of Aceras (Fig. 3). The hybrid was a young plant flowering for the first time when measured (H. M. Wilks pers. comm. 1985) and consequently gave small values for most vegetative characters. When this is taken into account, the stem and leaves of the hybrid more closely resemble those of O. simia, although it has similar bracts to Aceras. Most of its labellum dimensions are also closer to O. simia, especially its overall width, but it has a shorter ‘tail’ and ‘legs’, and its ‘limbs’ occur in the same plane as its ‘torso’, resembling Aceras. Its labellum is intermediate in colour, and although it has the papillae and spur of O. simia the former are far fewer and the latter is much shorter. The outer and inner perianth segments of the hybrid are intermediate in size and bear markings characteristic of both parents. This mixture of parental and intermediate characters is typical of hybrids between closely related species (Stace 1975). MULTIVARIATE ANALYSES Data for individual plants were subjected to multivariate analyses for two reasons: i) to test the a priori assignment of plants to one of the three categories (Orchis, x Orchiaceras, Aceras) in Table 1, and ii) to investigate the potential for identifying and describing hybrids of superimposing STUDY OF x ORCHIACERAS BERGONII 403 oe 5mm FicurE 3. Comparison of the flowers of Orchis simia (A), XOrchiaceras bergonii (B), and Aceras anthropophorum (C). 404 R. M. BATEMAN AND O. S. FARRINGTON PC2 -0.6 -0.4 -0.2 0 0.2 0.4 0.6 PC1 Figure 4. Minimum spanning tree superimposed onto a principal coordinates plot of PC1:PC2. Percentages are Gower Similarities (links within parental groups all exceed 92.5%). @=Orchis simia, O=Aceras anthro- pophorum, ©= X Orchiaceras bergonii. a minimum spanning tree based on Gower Similarity Coefficients onto a principal coordinates analysis (Fig. 4). The mean of the maximum similarities of individuals of O. simia and Aceras is only 51.6+6.4%, so it is not surprising that the parental species form two distinct groups separated by a wide morphological discontinuity on the very strong first coordinate (PC1). Within each parental group, separation on PC1 is slight and minimum spanning tree links between individuals are relatively strong, exceeding 92.5% maximum similarity. The hybrid occurs between the parental groups, slightly closer to the nearest O. simia than to the nearest Aceras. Its predictably weak minimum spanning tree links also suggest a greater overall similarity to O. simia. Table 2 shows that PC1 is determined by all of the characters defined as taxonomically useful in Table 1, with diagnostic characters taking precedence. The much weaker PC2 represents seven vegetative characters (six taxonomically useless) that are influenced by the size of the plant; it is a ‘vigour’ coordinate. PC3 is governed by four of the six characters (five taxonomically useless) that yield values for the hybrid more extreme than both parents; it therefore separated the hybrid from all the other plants measured. DISCUSSION AND CONCLUSIONS The Kentish XOrchiaceras bergonii is very similar to plants of this parentage described by Continental orchidologists (Camus & Camus 1932; Nelson 1968; Peitz 1970). Indeed, similar combinations of characters are shown by hybrids of Aceras with other species of Orchis subsection Militares (Nelson 1968, plate 23; Peitz 1970, pp. 252-3; Sundermann 1980, p. 258). Vegetative characters are variable and often intermediate between the parents, but the hybrids usually resemble Orchis in inflorescence density and Aceras in bract size. Floral characters are more predictable; x Orchiaceras resembles Orchis in overall labellum shape (although ‘leg’ lengths are often intermediate), but is intermediate in ‘tail’ and spur lengths and perianth segment dimensions. It is also intermediate in pigmentation characters, and the papillae of Orchis, although present, are reduced in size and number. This consistency of expression in X Orchiaceras for many characters, irrespective of the parental species of Orchis, suggests that they are controlled by major genes whose dominance is relatively well-established. STUDY OF x ORCHIACERAS BERGONII 405 TABLE 2. LIST OF CHARACTERS CONTRIBUTING APPRECIABLY TO THE FIRST THREE PRINCIPAL COORDINATES See Materials and Methods for descriptions of numbered characters. Characters in normal typeface increase in value with increasing value of the vector, italicized characters decrease in value with increasing value of the vector. Percentage of total Characters contributing to the coordinates, listed in Coordinate variance accounted for order of decreasing contribution PC1 76.5 ZS 8s AOI 2/62 6.51'5, 399 32-58, 39, 30,50, 255,55 24% 34;29" 6, 20,2, 16,37, 41, 13,21, 4,7 PC2 5.8 LAS OS TTL 7, 7. PC3 Si 10, 8, 22,6 The widespread occurrence of X Orchiaceras bergonii on the Continent shows that at least some insects, possibly bees (the pollen vectors of O. simia and Aceras have not, to our knowledge, been studied), visit both parents. However, field observations suggested that the Kent population of O. simia was not being naturally pollinated, so a successful programme of artificial pollination was introduced in 1958 (Wilks 1960) and is still performed annually (H. M. Wilks pers. comm. 1985). Thus, the Kentish x Orchiaceras could have arisen artificially, although it is more likely that natural pollination of O. simia does occur sporadically and that an insect paid a rare visit to an O. simia and an Aceras; two individuals, one of each taxon, have grown and flowered a few centimetres apart for several years (H. M. Wilks pers. comm. 1985). Some authors (Bateman 1982; Davies et al. 1983) have argued that the frequent hybridization of Aceras with species of Orchis subsection Militares casts doubt on its usefulness as a monotypic genus. Although much shorter, the ‘nectar pit’ of Aceras is probably homologous with the spur of Orchis; its shallower depth and the shorter distance between the viscidia of Aceras merely indicate adaptation to smaller pollen vectors. With these exceptions, Aceras apparently lies within the range of variation encompassed by the eight European species of Orchis subsection Militares, and shares with them a chromosome number of 2n=42 (Sundermann 1980; Moore 1980; Sod 1980). Furthermore, introgression of Aceras and Orchis has been reported by several authors (Keller & Schlechter 1928; Peitz 1970), although the feasibility of identifying such hybrids has been questioned by Wollin (1972). Together, these facts suggest that Aceras anthropophorum would be more appropriately placed under Orchis. Reliable identification of putative hybrids must rest entirely on morphological discrimination from the parents if they have identical chromosome numbers and other, less readily obtained, biosystematic data are not available. This requires careful and detailed measurement, not only of the hybrid but also of any potential parental taxa; our study would have been invalid if we had relied on descriptions of the parents in the literature as these can be misleading, e.g. in Flora Europaea (Moore 1980; So6 1980). Principal coordinates analysis is preferred to other multivariate methods of processing such data as it avoids the a priori identification of the parental taxa inherent in Wells hybrid distance diagrams (Adams 1982) and of hybrids in canonical variates analysis (Neff & Smith 1979). It is also preferable to projecting a hybrid onto a pre-ordinated canonical variates analysis (McNeill 1984), as the minimized intra-group distances mean that the suspected hybrid would be unlikely to occupy the same multivariate space as its putative parents even if it is merely a morphological extreme of one of the species. Superimposing a minimum spanning tree onto a principal coordinates plot of unweighted data scaled to unit variance has proved excellent for i) identifying the hybrid, ii) establishing its overall similarities to the parent taxa, iii) identifying characters most suitable for separating the parental taxa and distinguishing the hybrid, and iv) identifying characters most strongly influenced by vigour. Moreover, good separation of taxa has been achieved by principal coordinates analysis without maximizing the inter-taxon distances using the F-1 weighted similarities advocated by Whiffin (1977) and Adams (1982). In this study, PC1 is much stronger than the other coordinates and separates the parental taxa, leaving a morphological discontinuity occupied only by the hybrid. PC2 reflects variation in vigour 406 R. M. BATEMAN AND O. S. FARRINGTON in all the taxa measured, and PC3 identifies the few characters that separate the hybrid from both parents. This distribution of character types among the first three coordinates may be expected in instances of hybridization where i) the parental taxa are separated by a morphological discontinuity, ii) the hybrid plants are less numerous than either parent, and iii) most of the characters of the hybrid fall within or between the parental ranges (categories 2—4). As all three criteria are fulfilled by most examples of natural hybridization, principal coordinates analysis represents a powerful tool for investigating hybridization and deserves to be more widely used. ACKNOWLEDGMENTS We thank the Kent Trust for Nature Conservation for permission to visit the locality, I. Denholm for colour-matching the flowers, Lynn Parry for help with the computing and Joan Lund for typing the manuscript. We also thank I. Denholm, D. M. T. Ettlinger, R. H. Roberts, J. T. Temple and H. M. Wilks for critically reading the manuscript. REFERENCES Apams, R. P. (1982). A comparison of multivariate methods for the detection of hybridization. Taxon, 31: 646-661. Atvey, N. G. et al. (1977). Genstat: a general statistical program. Rothamsted Experimental Station, Harpenden. ANONYMOUS (1966). Royal Horticultural Society colour chart. London. BATEMAN, R. M. (1982). Aceras anthropophorum — Man Orchid. J. Orchid Soc. Gr. Br., 31: 107-108. BATEMAN, R. M. & DENHOLM, I. (1983). A reappraisal of the British and Irish dactylorchids, 1. The tetraploid marsh-orchids. Watsonia, 14: 347-376. BATEMAN, R. M. & DENHOLM, I. (1985). A reappraisal of the British and Irish dactylorchids, 2. The diploid marsh-orchids. Watsonia, 15: 321-355. BAUMANN, H. & KUNKELE, S. (1982). Die wildwachsenden Orchideen Europas. Stuttgart. Camus, E. G. (1892). Monographie des orchidées de France: Aceras, Loroglossum, Barlia, Tinaea, Anacamptis. J. Bot. (Paris), 6: 106-114. Camus, E. G. & Camus, A. (1932). Iconographie des orchidées d'Europe et du Bassin Méditerranéen. Paris. Davies, P., Davies, J. & Hux.ey, A. (1983). Wild orchids of Britain and Europe. London. Druce, G. C. (1886). Flora of Oxfordshire. London. ETTLINGER, D. M. T. (1976). British and Irish orchids: a field guide. London. Goprery, M. J. (1933). Monograph and iconograph of native British Orchidaceae. Cambridge. Gower, J. C. (1966). Some distance properties of latent root and vector methods used in multivariate analysis. Biometrika, 52: 325-338. Gower, J. C. (1971). A general coefficient of similarity and some of its properties. Biometrics, 27: 857-872. Gower, J. C. & Ross, G. J. S. (1969). Minimum spanning trees and single linkage cluster analysis. J. R. statist. Soc. C., 18: 54-64. Hunt, P. F. (1975a). Orchis L., in Stace, C. A., ed. Hybridization and the flora of the British Isles, pp. 491- 493. London. Hunt, P. F. (1975b). X Orchiaceras Camus, in STAcE, C. A., ed. Hybridization and the flora of the British Isles, p. 494. London. KELLER, G. & SCHLECHTER, R. (1928). Monographie und Ikonographie der Orchideen Europas und des Mittelmeergebietes. Feddes Rep. special issue. 304 pp. MCNEILL, J. (1984). Numerical taxonomy and biosystematics, in GRANT, W. F., ed. Plant biosystematics, pp. 395-415. London. Moore, D. M. (1980). Aceras R. Br., in TuTin, T. G. et al., eds., Flora Europaea, 5: 342. Cambridge. Nerr, N. A. & Situ, G. R. (1979). Multivariate analysis of hybrid fishes. Syst. Zool., 28: 176-196. NELson, E. (1968). Monographie und Ikonographie der Orchidaceen-Gattungen Serapias, Aceras, Loroglos- sum, Barlia. Chernex-Montreux. Paul, V. N. (1965). Chiltern research committee survey, 1. Orchids of the Chilterns. Reading. Peitz, E. (1970). Aceras-Orchis-Bastarde. Orchidee, 21: 249-255. PERRING, F. H. & FARRELL, L. (1977). British red data book, 1. Vascular plants. Nettleham. PERRING, F. H. & Watters, S. M., eds. (1968). Atlas of the British flora. London. Puitp, E. G. (1982). Atlas of the Kent flora. West Malling. So6, R. (1980). Orchis L:, in Tutin, T. G. et. al., eds., Flora Europaea, 5: 337-342. Cambridge. STUDY OF x ORCHIACERAS BERGONII 407 STAcE, C. A. (1975). Hybridization and the flora of the British Isles, pp. 1-90. London. STEEL, D. T. & CREED, P. C. (1982). Wild orchids of Berkshire, Buckinghamshire and Oxfordshire. Oxford. SUMMERHAYES, V. S. (1951). Wild orchids of Britain. London. SUNDERMANN, H. (1980). Europdische und mediterrane Orchideen-Eine Bestimmungsflora, 3rd ed. Hildesheim. WHIFFIN, T. (1977). Volatile oils and the study of natural hybridization between Correa aemula and C. reflexa (Rutaceae). Aust. J. Bot., 25: 291-298. WIiLks, H. M. (1960). The rediscovery of Orchis simia Lam. in Kent. Trans. Kent Fld. Club, 1: 50-55. WoLLIN, H. (1972). < Orchiaceras hybrida? Jahresb. Naturwiss. Ver. Wuppertal, 25: 130-133. (Accepted March 1986) ? oe) Watsonia, 16, 409-415 (1987) 409 The current distribution and abundance of Orchis ustulata L. in northern England Moy FOLEY 87 Ribchester Road, Clayton-le-Dale, Blackburn, Lancs., BB1 9HT ABSTRACT Orchis ustulata L. was formerly thinly scattered over many of the calcareous grasslands of northern England. One hundred and eighteen previously recorded sites have been identified, and a survey of the present status of the species at these shows that in recent years it has become extinct at many, and that there are now only 15 colonies which definitely survive. The past and present distribution of O. ustulata is illustrated and the causes of decline discussed. An indication is also given of current colony strengths. INTRODUCTION Orchis ustulata L. is distributed throughout most of central Europe, extending northwards to southern Scandinavia and southwards to the Mediterranean area (Summerhayes 1968). In Britain it is confined to England, increasing in abundance to the south and east, and in the past was thinly scattered mainly in the limestone and few chalk grassland areas of northern England. Here it is usually found on old calcareous pastures which have been subject to light grazing. It is a plant which has an extended period between seed germination and maturity (Summerhayes 1968). The area covered in this survey includes the whole of northern England, namely v.cc. 54 and 56-70. The species is unrecorded for v.cc. 58, 59 and 68, nor is it recorded for Scotland; the only record for Wales was in 1953 for Caerns., v.c. 49 (de Vesian 1982) and is almost certainly an error. The following account of the distribution and status of O. ustulata is based upon field work carried out by the author during the period 1982-86 and from investigation into old records. DISTRIBUTION 118 records for O. ustulata have been traced for the survey area. These have been categorised into periods of last known occurrence, viz. pre-1930, 1930-59, 1960-81, 1982 onward, and shown in Figure 1 on a 5 km-square basis. The progressive extinction of the species from many sites can be seen and there are now only twelve 5-km squares (15 sites) at which the species definitely survives. The relationship between numbers of 5-km square records and those for individual sites for the appropriate periods is shown in Table 1, where the assumption has been made that later recorded sites were also present earlier and are given in the cumulative totals. The great majority of records are at sites where calcareous rocks underly. These include the Carboniferous limestone areas of Derbyshire, Yorkshire, Cumbria, and northern Lancashire, and also the Magnesian limestone belt running from Nottinghamshire to Durham, where the species seems to have become extinct at many sites only recently. The chalk Wolds of northern Lincolnshire and eastern Yorkshire also have several records. The main strongholds for the species in northern England in present times are the upland pastures of Derbyshire, v.c. 57, where the ground is difficult to work agriculturally, and in certain of the riverside pastures of N.W. Yorks., v.c. 65. 410 M_ J; YY. FOREY. Date of last record 1982+ 1960-81 1930-59 pre-1930 Ficure 1. The distribution of Orchis ustulata in northern England, v.cc. 54, 56-70. Plotted in 5-km squares. TABLE 1. NUMBER OF 5-KM SQUARE RECORDS AND NUMBER OF SITES FOR THE PERIODS OF LAST KNOWN OCCURRENCE OF ORCHIS USTULATA; CUMULATIVE TOTALS ARE BRACKETED Date of Number of last record 5-km square records individual sites 1982 onward 12°12) 157 (5) 1960-81 15:(27) 29 (44) 1930-59 11 (38) 19 (63) pre-1930 46 (84) 55 (118) CURRENT STATUS The current status of O. ustulata at each site is denoted overleaf (Records) by the letters: A typically 1-10 flowering spikes; B = 11-25; C = 26-50; D = 51-200; E = 200+; PX possibly extinct; X = extinct. Whilst numbers of flowering plants fluctuate annually it is felt that the above scale gives a reliable reflection of abundance, although the balance between numbers of flowering and vegetative plants is difficult to quantify. Studies of populations where plants in the vegetative state are relatively easily detected suggest that well over half flower in a good season, but noticeably less in a poor season. All existing sites and many other recent and less recent ones have been visited by the author since 1982, and estimates of status are usually based on observations made over several seasons. For old records, the authority for the last sighting is given ORCHIS USTULATA IN NORTHERN ENGLAND 411 TABLE 2. ABUNDANCE OF ORCHIS USTULATA IN EXTANT COLONIES IN NORTHERN ENGLAND Colony 10-km square Number of colonies status* 34/9.8 i B 43/2.5 5 A,A,B,D,E 44/0.8 2 A,A 44/1.8 j Cie 44/2.8 1 A 44/7.1 1 @ 44/8.8 if B 44/9.8 1 B 45/4.3 1 A * using the code described on p. 410. wherever possible, and often, from knowledge of the site, extinction or otherwise is inferred. For relatively recent records, it is difficult to ascribe extinction unless the site has been physically destroyed, since prolonged over-grazing and the somewhat intermittent flowering of the plant may give a false impression of reduced status, and flowering plants may reappear when grazing pressures relax or other factors change. This is particularly true for small colonies which in fact comprise the bulk of recent records for the area. Overgrown, ungrazed habitats probably also lead to ultimate extinction by crowding out, although in at least two currently ungrazed situations, plants have survived by adapting to compete with tall surrounding vegetation, and have resulted in spike heights of 15—25 cm compared to the more normal heights of 9-12 cm. At one heavily grazed colony, small plants of only approximately 5 cm survive. During this survey a very few plants of the rare white-flowered var. albiflora Thielens were found at two sites in Derbys., v.c. 57. At least 118 sites have been recorded for O. ustulata in northern England, but only 15 surviving colonies, most of them small, have been refound in this survey. It is possible that there may be a few further sites at which the species survives, but this will only be apparent if and when excessive overgrazing is reduced. At two of the 15 extant colonies, there were respectively 200+ and 69 flowering plants in 1985 (a good flowering year); however three other colonies rarely have more than 35 spikes, and the rest are very much smaller and, in unfavourable seasons, numbers of spikes will be at least halved in all colonies. One of the smallest is in Durham, v.c. 66, and is the most northerly surviving in Britain. The species is now only to be found with certainty in nine 10-km squares of northern England, compared to the 17 post-1930 10-km squares given by Perring & Walters (1962), and to records for 32 10-km squares identified for the same period in the course of this survey. The colony strengths of the 15 extant sites are shown in Table 2, and details of past and present records are listed at the end. In order to protect the sites from over-attention, precise grid references are not given, but full details have been lodged with the Nature Conservancy Council, York, and the Biological Records Centre, Monks Wood. CAUSES OF DECLINE In northern England, O. ustulata, here at the limit of its range, is steadily decreasing as its habitat is gradually destroyed. Table 3 shows the causes of loss for the majority of extinct sites. Agricultural upgrading of pastures is the main cause — the application of inorganic fertilisers and ploughing appear to be fatal to the plant — and the effects of over-grazing also probably lead ultimately to extinction. Sites have also been lost to building and industrial encroachment, and a few to incidental causes such as quarrying and afforestation, and at least one site was deliberately destroyed in order to counter the attention shown it by botanists. Information received from recorders of O. ustulata sites in southern England also reflects a similar decline usually through agricultural causes. Of the 15 extant sites covered by this survey, one has the protection of a nature reserve whilst 412 Mii Yee FOLEY: TABLE 3. CAUSES OF LOSS OF 103 RECORDED SITES OF ORCHIS USTULATA IN NORTHERN ENGLAND Cause of loss of site Number of sites lost Definite or suspected agricultural improvement 35 Building and industrial encroachment 18 Ploughed out Overgrazed Scrub colonisation Afforestation Quarrying Overgrazed but may possibly still survive Unknown causes OoONnNrnNA BN Nr four others are at sites having S.S.S.I. status and a further site is in the process of being so designated. One other site is in a permanent amenity area, which may in itself provide some degree of protection, but the remainder appear to be unprotected in any way. Other than protection as described above, the best chance of survival appears to lie where the ground is difficult to work agriculturally because of its configuration or the presence of outcropping rocks, but this is the case at only a few of the extant sites. It is quite clear that the species is now very scarce in northern England, where maybe fewer than 500 flowering plants survive. Although in the past O. ustulata has been recorded from 13 vice- counties in the survey area, it now survives with certainty in only five of these, and is considered to be extinct in Notts., v.c. 56, W. Lancs., v.c. 60, S.W. Yorks., v.c. 63, S. Northumb., v.c. 67, and Cumberland, v.c. 70. It may yet be refound in S.E. Yorks., v.c. 61, Mid-W. Yorks., v.c. 64, and Westmorland, v.c. 69. RECORDS N. Lines., v.c. 54: 43/9.9, Waddingham, pasture with Orchis morio. Often overgrazed, last recorded in 1980 but still thought to be extant with status probably (A/B) (I. Weston pers. comm.); 44/7.1, Eastoft, hay meadow with O. morio. Tall plants in ungrazed situation (C); 44/ 9.1 or 54/0.1, Worlaby, formerly in three small meadows which were combined and destroyed by ploughing in the 1970s (X); 54/1.0, Swallow, pasture with Coeloglossum viride. Known here for many years but not seen recently (PX). Notts., v.c. 56: 43/5.4, Bulwell (Howitt & Howitt 1963) (X); 43/5.5, near Sutton-in-Ashfield (Howitt & Howitt 1963) (X); 43/6.4, 43/7.4, 43/7.5, Trentside, between Newark & Nottingham (Howitt & Howitt 1963) (X). Derbys., v.c. 57: 43/0.7, Ashwood Dale (Clapham 1969) (X); 43/2.5, Hipley Hill, south and west- facing slopes but not seen since 1960s although site still intact. Searched for in 1985 but not refound (PX); near Hipley Toll Bar, limestone pasture (Clapham 1969), not found recently, including searches in 1985 and 1986 (PX); near Ballidonmoor, (B), with a possible second small site; west of Longcliffe, two sites on heavily grazed limestone pasture near pond, status possibly (A/B) but not seen recently; east of Rainster Rocks, pasture, two small sites (A,A); near Brassington, grazed limestone pasturé (D); head of subsidiary valley, Griffe Grange area, heavily grazed, not refound (PX); south-east of Harboro’ Rocks, formerly possibly (C) but heavily grazed and not refound (PX); south-east of Ible, scrubby south-facing slopes now appreciably overgrown and not refound (PX); Hopton/Via Gellia area, south-west facing well- grazed slope, extensive colony possibly the strongest in northern England (E); 43/2.6, Winster, not seen recently but formerly (A) (F. Horsman pers. comm.); 43/4.5, Alfreton (Clapham 1969) (X); South Normanton (Clapham 1969) (X). W. Lancs., v.c. 60: 34/4.7, Silverdale area (Wheldon & Wilson 1907) (X); 34/5.6, Over Kellett, believed to survive here until 1940s but not seen since (L. Livermore pers. comm.) (X). ORCHIS USTULATA IN NORTHERN ENGLAND 413 S. E. Yorks., v.c. 61: 44/6.3, Barlby (Robinson 1902) (X); 44/7.4, Allerthorpe, recorded in 1932 (Naturalist, p. 14, 1932), presumably at Allerthorpe Common but now afforested (X); also recorded for this 10 km-square, post 1950 (Biological Records Centre records) (X); 44/7.6, Kenneythorpe (Robinson 1902) (X); 44/9.2, Brantingham Dale (Robinson 1902) (X); Brough (Robinson 1902) (X); 54/0.4, Arram (Robinson 1902) (X); 54/0.7, near Fordon, chalk grassland, three plants in 1965 (F. E. Crackles pers. comm.) (PX); Cottondale, formerly on the south facing slope of an earthwork with O. morio, Coeloglossum viride, and Spiranthes spiralis, but site destroyed in 1965 when ploughed out because of interest shown by botanists. Formerly 30- 60 plants (T. F. Medd pers. comm.) (X); 54/1.4, Hornsea Mere (Robinson 1902) (X); 54/1.7, Hunmanby, single plant seen in 1973 (F. E. Crackles pers. comm.) (PX). N. E. Yorks., v.c. 62: 44/4.8, Sowerby Ings (X); Spittal Hill (X); South Kilvington (X), all described by W. Foggitt (c. 1880); South Villa, specimen collected June 1937, (herb. G. Foggitt) (X); Woodend, ‘“‘abundant’’, (Baines c.1840) (X); 44/5.5, Clifton Ings (Auden 1906) (X); 44/6.8, Helmsiey, near railway station in 1945 (T. F. Medd pers. comm.) (X); 44/7.7, near Malton in 1896 (B.S.B.I. records) (X); 44/8.8, Haugh Rigg, grazed pasture with Ophrys insectifera (B); 44/9.8, Snainton, field ploughed out in the 1940s (J. H. Bolton pers. comm.) (X); Brompton, ploughed out in the 1940s (J. H. Bolton pers. comm.) (X); near Ruston, pasture, 100+ plants in the past but now declined, with O. morio (B); Forge Valley (old B.S.B.I. records) (PX); Yedmandale (B.S.B.I. records) (PX); 44/9.9, Highdale north of Hackness in 1932 (B.S.B.I. records) (PX); 45/9.0, Robin Hood’s Bay (B.S.B.I. records) (X); 54/0.8, near Scarborough race course and Seamer in 1938 (B.S.B.I. records) (X). S.W. Yorks., v.c. 63: 43/4.9, Rotherham, L. Langley 1828 (Lees 1888) (X); 43/5.9, Conisborough, “near Toll-Gate”’ in 1800, herb. Salt (Lees 1888) (X); 44/5.0, Scawsby Leys (Lees 1888) (X); 44/ 5.1, Hampole, Smeaton, and Brockendale, three old records all Lees (1888) (X). Mid W. Yorks., v.c. 64: 34/8.6, Settle, waste ground (Lees 1888; Riley 1923) (X); 44/2.7, Mickley, (Lees 1888) (X); Clotherholme, (Slater 1883) (X); 44/3.4, Woodhall, field near the river, seen in 1958 but now possibly lost (PX); Collingham, meadows by the river, recorded in 1955 by B. A. Kirkby (Biological Records Centre record), also pre-1954 by Butcher (1954) (PX); Linton Common, meadow now mostly built upon and overgrown, not refound in 1985 but recorded in recent past (Nelson 1963) (PX); Wattle Syke and Wetherby, riverside meadows not seen recently (PX); 44/3.5, Knaresborough, east of Birkham Wood, lost to ploughing in 1971 (A. Mettam pers. comm., Jowsey 1978) (X); 44/3.6, Burton Leonard, formerly at quarries but not seen since the 1960s (M. Sanderson and others pers. comms.) (X); (Wormald Green Quarries (D. R. Grant pers. comm.) is almost certainly the same site as the one described above for Burton Leonard); 44/3.7, Ripon, riverside pasture upstream from the road bridge, known for many years and status (B) in 1974, single plant seen in 1978 is last sighting (M. Sanderson pers. comm.) and this when land was in the process of being upgraded agriculturally, not refound in 1983 and 1985 (PX); Queen Mary’s Dubbs, seen in 1957 (Biological Records Centre records) but not recently, heavily grazed, overgrown in places and probably improved, not refound in 1985 search (X); near Bridge Hewick (Slater 1883) (X); 44/4.3, Sherburn, old record (Lees 1888) (X); 44/4.4, Stutton, Thorp Arch (Lees 1888) (X); Tadcaster (Auden 1906) (X); 44/5.4, Bishopthorpe area (Lees 1888; Robinson 1902) (X); 44/6.2, Barlow, near Drax (Lees 1888) (X). N.W. Yorks., v.c. 65: 34/6.9, Sedbergh/Lower Dentdale, stated to grow with O. morio but neither species had been seen of late (Handley 1898) and also recorded for this area by Lees (1888) (X); 34/9.8, Bishopdale, small newly found colony in pasture (B); 34/9.9, near Muker, an unconfirmed record in the early 1980s, not refound, present status doubtful; near Crackpot, steep sloping pasture near stream, growing with Platanthera chlorantha, occurs intermittently and not refound in searches in 1984-1986, status probably (A/B); 44/0.8, east of Aysgarth, pasture, often overgrazed, (A); Redmire Force, pasture to south of river. Seen in small quantity in 1975 (W. Sledge pers. comm.), not refound in recent searches (PX); Swinithwaite, very small colony discovered by author in 1982 on closely grazed pasture, dwarf plants (A); Wanlas, recorded by F. M. Tayler in 1973, not refound (PX); West Witton, found on Y.N.U. Excursion in 1957 when status (B), but not refound in recent searches although site still intact (PX); 44/1.8, Leyburn, controlled grazed pasture protected as a nature reserve, with O. morio, (C), and unconfirmed report nearby on disused railway line; East Witton, classic site near river, tall plants in ungrazed situation, known here for many years but site now reduced in area with 100+ 414 M. J. Y. FOLEY plants as recently as the 1970s, but now much less (C), plants may also occur on the nearby river banks but not refound; 44/2.7, above Tanfield, on the north bank of the Ure (Foggitt c.1880; Slater 1883) (X); 44/2.8, near Masham, small colony in pasture (A); 45/1.0, Round Howe and Lower Swaledale (Baker 1863) but not recorded for many years (X). Durham, v.c. 66: 45/2.1, Baydales (Winch 1832) (X); 45/2.5, Lambton Gate (Winch 1832) (X); 45/3.1, Dinsdale, near the river (Baker & Tate 1868) (X), Middleton-One-Row (Baker & Tate 1868) (X); 45/3.3, Bishop Middleham, quarry, destroyed by working in the mid-1970s (A. F. Porter pers. comm.) (X); 45/3.6, Fulwell and Boldon Hills (Winch 1832) (X); Cleadon Hills, on the east side (Winch 1832) (X); 45/4.3, near Hart, coastal grassland, most northerly extant site in Britain (A); 45/4.5, Ryhope, sea coast (Winch 1832) (X); 45/4.6, Marsden, sea coast (Winch 1832) (X). S. Northumb., v.c. 67: 45/3.7, Cullercoats, coastal links (Baker & Tate 1868) (X), long since extinct and formerly most northerly British record. Westmorland, v.c. 69: 34/4.7, Arnside Knott, heathy ground (Wilson 1938) (X); New Barns, Arnside, formerly at site of present caravan complex, known here in the 1930s. (L. Livermore pers. comm.) (X); Black Dyke, not seen here since 1930s (M. Baecker pers. comm.) (X); 35/6.1, Drybeck (Wilson 1938) (X); Burrells and Whirby (Wilson 1938) (X); 35/7.1, Warcop, thought to survive here until the 1960s (X); Great Ormside, known on the banks of the Eden but ploughed out in the 1970s and not seen since (C. Willinck pers. comm.) (X). Cumberland, v.c. 70: 35/1.3, Woodhall (Hodgson 1898) (X); Baker (1885) gives Woodhall, Keswick, presumably an error?; Tallentire, pasture (Hodgson 1898) (X); Blindcrake (Hodgson 1898) (X); 35/3.4, meadow below Raughton Head (Hodgson 1898) (X); 35/3.5, Stainton Banks (Hodgson 1898), single plant seen here in 1927 (D. Blezard in records of E. Blezard) (X); 35/4.3, Lamonby, rough pasture, site reclaimed and reseeded, not seen since early 1970s (E. H. Rhone pers. comm.) (X); 35/4.5, Crosby-on-Eden, single plant in 1889 (Hodgson 1898) (X); 35/5.3, Great Salkeld, known here until the 1960s but the site now a plantation (E. H. Rhone pers. comm.) (X); Edenhall, meadows (Hodgson 1898), several plants in meadow by R. Eden in this area in c.1930 (J. R. Parker in records of E. Blezard) (X). A 1953 record for Caerns., v.c. 49, near Pabo (de Vesian 1982) is based upon a herbarium specimen in NMW and is considered to be a geographical error (R. G. Ellis, W. S. Lacey, M. Morris pers. comm.). I would be interested to hear of any other records or of any newly discovered or refound colonies especially within the survey area. ACKNOWLEDGMENTS I am grateful to the many people who have helped with information, and especially to Mrs I. Weston and T. F. Medd. REFERENCES AUDEN, G. A., ed. (1906). Historical & scientific survey of York and district. York & London. Baines, H. (c.1840). The flora of Yorkshire. London. Baker, J. G. (1863). North Yorkshire — studies of its botany, geology, climate and physical geography. London. BAKER, J. G. (1885). A Flora of the English Lake District. London. Baker, J. G. & TaTE, G. (1868). A new Flora of Northumberland and Durham. Newcastle. ButcHer, R. W. (1954). Colchicum autumnale L., in Biological Flora of the British Isles. J. Ecol., 42: 251. CLAPHAM, A. R. ed. (1969). Flora of Derbyshire. Derby. DE VESIAN, D. E. (1982). Plant record. Watsonia, 14: 197. Foacaitt, W. (c.1880). Notebooks. Records held by Yorkshire Naturalists’ Union Recorder. HANDLEY, J. (1898). Catalogue of plants growing in the Sedbergh District including the Lune Basin from Middleton to Tebay. Leeds. Hopecson, W. (1898). Flora of Cumberland. Carlisle. Howrrt, R. C. L. & Howrrr, B. M. (1963). A Flora of Nottingham. Private. Jowsey, W. H. (1978). Botanical atlas of the Harrogate District. Harrogate. ORCHIS USTULATA IN NORTHERN ENGLAND 415 Legs, F. A. (1888). The flora of West Yorkshire. London. NELson, G. A. (1963). A Flora of Leeds & District. Proc. Leeds Phil. Lit. Soc., 9: 153. PERRING, F. H. & WALTERS, S. M., eds (1962). Atlas of the British flora. London. Riney, F. (1923). The Settle District & north west Yorkshire Dales. Settle. Rosinson, J. F. (1902). The flora of East Riding of Yorkshire. Lordon & Hull. SLATER, H. H. (1883). The flora of Ripon & neighbourhood. Trans. Yorks. Nat. Union, Part 8. London. SUMMERHAYES, V. S. (1968). Wild orchids of Britain, 2nd ed. London. WHELDON, J. A. & WiLson, A. (1907). The flora of West Lancashire. Private. Witson, A. (1938). The flora of Westmorland. Arbroath. WincHu, N. J. (1832). Flora of Northumberland & Durham. Trans. Nat. Hist. Soc. Northumberland, 2, Part 1. Newcastle. (Accepted October 1986) “et aA Watsonia, 16, 417-426 (1987) 417 The flora of the marl-pits (ponds) in one Cheshire parish A. D. BRIAN Bodenham Hall East, Bodenham, Hereford, HRI 3JT PS ERICE Folly Farm, Holme Lacy, Hereford, HR2 6LS B. C. REDWOOD The Old Cider House, Kinnersley, Hereford, HR3 6QD and E. WHEELER 28 Forest Avenue, Goostrey, Holmes Chapel, Cheshire, CW4 8LU ABSTRACT All the 153 ponds present in the 13 km? area of Christleton parish (Cheshire) were assessed for various physical characteristics and for age. Positive associations were established between degree of shading and age of pond, alkalinity and age, and alkalinity and percentage of open water. The herbaceous, macrophyte species were recorded for each pond. High numbers of species were associated with large, unshaded ponds with a moderate amount of open water. Some of the common individual species showed positive associations with certain physical characteristics of the ponds. 41% of the ponds in the parish have been lost since 1844. A simulation of the effect of pond loss on the numbers of plant species indicated that from 1844 to the present only seven species may have been lost, but if ponds continue to disappear this will have a much more drastic effect on the pond flora in the future. INTRODUCTION This study was carried out in 1971-72 as a part of a general parish natural history survey which involved recording the land use of the fields and all trees, hedges, etc. in the parish of Christleton, 3 km from Chester. It became apparent during the study that in this parish, as in the rest of this part of the Cheshire plain with its intensive farming, rigorously trimmed hedges and shortage of woods, the old marl-pits (now ponds) were much the richest areas for wild life. Indeed, the Cheshire marl-pits have been noted for this for many years. The origin of marl and the history of marl digging have been covered by Day etal. (1982) and many of his comments apply to Christleton parish. Ponds in this part of Cheshire, as in Lancashire, betray their origin by being known locally as ‘pits’ rather than ‘ponds’ and one exceptionally large one of 8400 m? in the village of Christleton itself is called ‘The Pitt’. However in this paper the word pond is used throughout. There have been a number of studies of the flora of flooded marl-pits (e.g. Edmondson 1967) and in most of these the study area has been extensive and only certain ponds within the area have been selected for study. For example, in the Fylde of Lancashire 62 ponds out of about 4000 were selected to study flora distribution by tetrads, in the Lower Dee Valley about 400 ponds in five study areas were selected to assess the flora and determine a method of evaluating conservation interest and in the Wirral 52 ponds, likely to be of conservation interest, were selected (Day 1981; Day et al. 1982). In contrast the Christleton study covered only a small area but every pond site found on any map from the tithe map of 1844 onwards was visited and if the pond still existed the flora was recorded. The two methods of study, sample ponds chosen from a large area and the examination of every pond within a small area, were thus complementary and a comparison of results obtained by the two methods may prove helpful in planning future surveys of this type. 418 A. D. BRIAN ET AL. Alluvium Boulder clay Bunter sandstone 2 miles <— é ) Glacial sand ci ea Ches tet scale 1 25000 Figure 1. The distribution of ponds in the parish of Christleton, Cheshire. METHODS The study area (12.8 km*) comprised the whole of Christleton parish, GR 33/45.66, excluding a small part with four ponds north of the A51, GR 33/465.675. The parish is low lying and slopes to the River Gowy on the east and towards the River Dee on the west. Most of the area is covered by boulder clay but there is a band of New Red Sandstone across the parish on which the church and village are built. The marl-pits were dug in the boulder clay areas (Fig. 1). Details from the five ponds in the parish that were not marl-pits in origin have not been included in this paper. During 1971 and 1972 every field in the parish was examined thus ensuring that every existing pond was found, including a few which, while giving every indication of being as old as the other ponds, were not marked on any map. Each of the 153 ponds found was given a reference number within each tetrad thus conforming with other plant recording projects in the county. Five characteristics were recorded in the field for each pond and a sixth, age, was estimated from maps. A list was made of all herbaceous macrophyte species associated with aquatic habitats that were present but their abundance was not recorded (Table 1). Trees were also recorded but have not been included in the analysis except in so far as they may have cast shade on the ponds. Brief notes were made on animals seen.and factors of conservation interest, extent of dumping, if any, and use of the pond for angling or shooting. Some of the ponds were surveyed more than once within the growing season but the differences found on successive visits were not large enough to warrant second visits to all ponds. All the information has been deposited at the Cheshire County Record Office, Chester, together with the other data from the Christleton Parish Survey. The methods used to record and categorize each of the six pond characteristics are described below and listed in Table 2. Degree of shading. This was estimated by eye in the field to the nearest 10%, taking into account the height of any trees, how close they were to the water and their position relative to the pond and FLORA OF MARL-PITS IN CHESHIRE 419 TABLE 1. NUMBER AND PERCENTAGE OF PONDS IN WHICH THE DIFFERENT SPECIES OCCURRED Occurence in ponds Species Number % Alisma plantago-aquatica 109 71 Angelica sylvestris 2 1 Apium inundatum 3 2 A. nodiflorum 15 10 Berula erecta 43 28 Bidens cernua 4] AH B. tripartita 6 4 Butomus umbellatus 1 1 Callitriche spp. 40 26 Caltha palustris 5) 3 Cardamine pratensis 32 21 Carex acutiformis 1 1 C. pseudocyperus 24 16 C. otrubae 3 2 C. riparia 1 1 Cicuta virosa 8 5 Eleocharis palustris 11 7 Elodea canadensis 17, 11 Epilobium hirsutum 64 42 E. parviflorum 7 5 Eriophorum angustifolium 1 1 Filipendula ulmaria 5 3 Galium palustre 52 34 Glyceria fluitans 2) 1 G. maxima 1 1 Hottonia palustris + 3 Hydrocharis morsus-ranae 22 14 Hydrocotyle vulgaris 8 3) Hypericum tetrapterum 4 3 Tris pseudacorus 25 16 Juncus acutiflorus 24 16 J. bufonius 8) 3) J. effusus 91 60 J. inflexus 70 46 Lemna gibba 2 1 L. minor 104 68 L. polyrhiza 4 3 L. trisulca 18 12 Lotus uliginosus 25 16 Lychnis flos-cuculi Tf > Lycopus europaeus 15 10 Lythrum salicaria 5) 3 Mentha spp. 7 5 Menyanthes trifoliata 3 2. Myosotis laxa subsp. caespitosa 8 5) M. scorpioides 38 25 Nasturtium officinale 19 12 Nymphaea alba 2 1 Oenanthe fistulosa 41 27 Polygonum amphibium 4 3 P. hydropiper 1 1 Potamogeton berchtoldii 1 1 P. obtusifolius 1 1 P. natans 61 43 Potamogeton sp. 2 1 420 TABLE 1. continued Species Potentilla palustris Ranunculus aquatilis R. sceleratus Rorippa amphibia R. islandica Rumex hydrolapathum Scrophularia auriculata Scutellaria galericulata Solanum dulcamara Sparganium emersum S. erectum Stachys palustris Stellaria alsine Typha angustifolia T. latifolia Veronica beccabunga V. catenata V. scutellata Azolla filiculoides Equisetum fluviatile Aulacomnium sp.* Calliergon cordifolium* Fontinalis antipyretica Polytrichum sp.* Riccia fluitans Ricciocarpus natans Sphagnum spp. A. D. BRIAN ET AL. * Bryophytes that were only recorded when very abundant. Occurence in ponds Number % 14 9 V 5 58 38 il 1 1 1 2. il 14 9 il 1 84 55 5 3 88 58 2. 1 2 1 5 3 34 22 Di 14 2 il il 1 4 3 28 18 3 p) 1 1 1 1 3 2 2 il 4 3 4 3 TABLE 2. THE PHYSICAL CHARACTERISTICS OF THE PONDS AT THE TIME OF THE SURVEY Characteristic Shading % open water pH* Size in hectares Age Fence Category unshaded medium shade very shaded 91-100 10-90 0-9 below 6.0 6.0-8.9 over 9.0 below 0.04 0.04—0.08 over 0.08 dug before 1844 dug after 1844 ‘marsh ponds present absent IK * The pH was not recorded for 22 (14%) ponds. ** “marsh ponds’ are those that started as ponds but at some intermediate period of their existence have been marked on a map as marsh rather than open water. Number of ponds % of ponds FLORA OF MARL-PITS IN CHESHIRE 421 especially whether any were on the south side. Ponds were finally classified as unshaded (0O-9%), medium shade (10-90%) and very shaded (over 90%). % of open water. This was estimated in the field by eye to the nearest 10% but for analysis the ponds were grouped into three categories: 0-9%, 10-90% and 91-100% open water. Most of the ponds were visited during the height of the growing season so that the results would be comparable. pH. This was estimated in the field using Universal Indicator and for analysis the ponds were grouped into those with acidic (below pH 6.0), neutral (pH 6.0—8.9) and alkaline (over pH 9.0) water. Size. The area of each pond was measured from the 1:10560 O.S. map, 1911 and 1913 editions, and the ponds were grouped into small (below 0.04 ha), medium (0.04—0.08 ha) and large (over 0.08 ha). Age of pond. The presence or absence of each pond recorded in the 1971/72 survey was followed from the first map on which it appeared starting with the tithe map of 1844 and through five editions of O.S. maps. The majority of the ponds were present on the tithe map and, since these could have been dug very much earlier than this date, it was decided to divide ponds into two age groups only, those made before and after 1844. However, an interesting third group emerged from the map study. Some of the ponds were marked as open water on both an early map and on a later one but at some intermediate period were marked as marsh. 45 ponds fell into this category and are referred to subsequently as ‘marsh ponds’. The cause of these changes is not known but it is unlikely to be associated with changes in the general level of the water table since this has been falling steadily over the period in question and the water level in the ponds represents a perched water table. Presence or absence of a fence. Fences were found in various stages of decay. A pond was recorded as fenced if cattle were effectively excluded from the margin of the pond and grazing thus prevented. RESULTS RELATIONSHIPS BETWEEN THE VARIOUS PHYSICAL CHARACTERISTICS Table 2 shows the various characteristics, their categories and the number and percentage of ponds found in each. Chi-squared tests were carried out for each of the possible pairs of variables to determine if they were associated. The results of these are shown in Table 3 and comments on the significant associations are given below. Degree of shading and age. A highly significant positive association shows that the older ponds dug before 1844 were more shaded than those dug later. This result was to be expected since the longer a pond had been present the more chance there would have been for colonization of the banks and tree growth. It also implies that although the date chosen to divide the ponds into two age groups was arbitrary it has real meaning and the older ponds must have been dug well before 1844 since even the younger ones were mainly dug soon after that date. Degree of shading and presence of a fence. This positive association was also to be expected since a fence, by preventing cattle grazing, gives trees a chance to become established. Shaded ponds now unfenced may well have been fenced at some earlier date. % of open water and pH. A positive association was found between % of open water and pH; open water tended to be alkaline whilst ponds with little open water tended to be acidic. Certainly the most acidic ponds found were those where the centre was covered with Sphagnum. These ponds formed a very distinct group and would seem to represent very small floating bogs (Schwingmoor). Day (1981) found only two ponds with Sphagnum spp. whereas in the much smaller area of this survey there were four. Sinker (1962) reported a ‘“‘miniature example” of a Schwingmoor in Shropshire where the surface had been completely overgrown by Sphagnum in the course of 50 years. These ponds may have misled the O.S. surveyors and one at least, although quite deep at the time of the survey, was marked on a recent map as a marsh. Age and pH. The older ponds were significantly more alkaline than the post-1844 ponds. An explanation of this might be that marl was first dug in areas of the parish known to be the most lime-rich and that the practice spread to the less lime-rich areas at a later date until over half the fields came to have their own mar! pit. 422 A. D. BRIAN ET AL. TABLE 3. RELATIONSHIPS BETWEEN THE PHYSICAL CHARACTERISTICS OF THE PONDS AND THE TOTAL NUMBER OF SPECIES PER POND Chi-squared values are given in the top, right section of the Table and their probabilities, where significant, in the bottom, left section. % open Number Shade water pH Size Age Fence of species Shade — e377, 170 1.84 15.36 6.50 13.80 % open NS — 6.83 3.61 2.61 0.88 12:22 water pH NS <0.01 _ 0.18 8.04 3.41 0.20 * Size NS NS NS sas eae 4.44 15.70 0.74 * Age <0.001 NS <0.01 | aR 2 0.01 0.75 Fence <0.02 NS NS NS NS — 0.54 Number <0.001 <0.001 NS <0.001 NS NS — of species * The top figure shows the relationship between size and ‘marsh’ or ‘non-marsh’ ponds, the lower figure the relationship between size and pre- or post-1844 ponds. NS Not significant. The size of marsh ponds. The size of ponds was not associated with any of the other physical characteristics measured, except that those ponds that at some stage in their history had been marshes were significantly smaller than ponds that had always been open water. Probably smaller ponds would also have been shallower and thus more likely to turn into marshes than larger ponds if the water supply was in some way restricted. RELATIONSHIPS BETWEEN THE NUMBER OF PLANT SPECIES IN A POND AND ITS PHYSICAL CHARACTERISTICS There is general agreement that the more species there are present in an area the more valuable that area is likely to be for conservation. Consequently the relationships between the total number of herbaceous macrophyte species in a pond and each of the physical characteristics listed above was also determined. To obtain numbers suitable for analysis the ponds were divided into only two, roughly equal, groups, those with 0—9 species and those with 10-24 species. The results are included in Table 3. Shading. There was a highly significant association between the number of species and the degree of shading, the unshaded ponds having more species. This was to be expected and agreed with the findings of Day (1981). It was for this reason that Day et al. (1982) decided not to survey shaded ponds. % of open water. There was a highly significant association between the total number of species and the % of open water but in this case most species were found in the intermediate category of 10-90% open water. The explanation of this perhaps lies in the fact that these ponds are at an intermediate stage of the hydrosere and so have the largest range of water plants. Ponds with over 90% of open water lacked emergent water plants around the edge and ponds with under 10% lacked submerged and floating plants. Size. There was a highly significant association between total number of species and size, the larger ponds having the most species. This agreed with Day’s (1981) study in Clwyd and is a relationship found in other types of habitat. Age of pond. No association was found here. This was in disagreement with the results of Godwin (1923) who found a steady increase of species with age. However all his ponds had been dug more recently than the Christleton ponds, the oldest being less than 100 years old. In contrast, all the Christleton ponds would have had time to reach a stable number of species. In addition, any changes in water level, for which there is some evidence, would mean that the stage in the hydrosere reached by any one pond would not be related to the age of the pond. Periods of changed water level have been shown to alter the plant community elsewhere in Cheshire (Willis & FLORA OF MARL-PITS IN CHESHIRE 423 Young 1983) and in Czechoslovakia (Dykyjova & Kvét 1978). In the woodland habitat too it has been reported that there is no evidence for an increase in plant diversity with woodland age (Reed & Grove 1981). To summarize, in general, the ponds with the most diverse flora were those of a good size with only a moderate amount of open water and unshaded, with trees, if present, on the north side. RELATIONSHIPS BETWEEN INDIVIDUAL PLANT SPECIES AND THE PHYSICAL CHARACTERISTICS OF THE PONDS The relationship between each of the individual plant species and each of the six physical characteristics of the ponds was determined by chi-squared tests. Only five species were found to be positively associated with individual physical characteristics, all at the P<0.05 level. Alisma plantago-aquatica, Lemna minor and Potamogeton natans were all positively associated with 10-90% open water. Oenanthe fistulosa and Typha latifolia were positively associated with large ponds. Thus many of the commoner species apparently had no preferences. There were indications that many of the less common species favoured certain physical characteristics of the ponds but they occurred in too few ponds for analysis. There was therefore every indication that further work of a similar sort on a larger area with more ponds would yield worthwhile results. THE LOSS OF PONDS AND THE LOSS OF POND FLORA There is a good deal of information on the loss of ponds in recent years and this has been summarized in Day et al. (1982) for different parts of the country. In Christleton parish the figures for total number of ponds at different dates are as follows: 1844 — 263 ponds; 1908 — 237 ponds; 1972 — 156 ponds (Latham 1979). From these figures it is apparent that the rate of loss has increased considerably. In the 64 years from 1844-1908, 26 ponds disappeared while in the same period from 1908-1972, 81 ponds disappeared. If the trend were to continue in the future there would be few ponds left by the year 2250 unless new ponds were made. Of the 81 lost ponds, 57 have reverted to pasture, some naturally, some after deliberate infilling, 13 are rubbish dumps and eleven have been replaced by buildings. From the results of the survey it is possible to estimate the effect of future loss of ponds on the total pond flora by using the data for each pond. The effect of the loss of varying numbers of ponds on the total pond flora of the parish was simulated by removing different numbers of ponds, taken at random from the data set, and recording the total number of species remaining. Each simulation was repeated four times and the average number of species ‘lost’ was recorded. The results are shown in Fig. 2 where an empirical curve has been fitted to the points. These results show that the number of species remaining declines more rapidly as more ponds are lost since the gradient of the curve becomes greater as the number of ponds decreases. In 1844, 263 ponds were marked on the tithe map and it is estimated that these would have contained 97 species, while in 1908, when there were 237 ponds marked on the map, there would have been an estimated 95 species. Since the curve flattens out very considerably, even had there been a much larger number of ponds in the more distant past, this might not have meant very many more species in total. Presumably there is a limit to the number of species that would grow under the prevailing physical and climatic conditions. Because of differences in the methods of recording it has only been possible to find where the results of one other comparable survey of marl-pits would fall relative to the curve in Fig. 2. Day (1981) recorded the total number of species from 405 ponds in Clwyd. When some species are omitted from his list because, even if present, they would not have been recorded in the Christleton survey (e.g. Salix spp.), his survey area falls quite close to the extrapolated curve. On the other hand, Godwin’s Derbyshire ponds (1923) had a much richer flora while the ponds surveyed by Jones (1971) in Leicestershire had a much poorer flora. Points for both these are shown on Fig. 2. Neither of these sets of ponds owed their origin to marl digging. If it is assumed that the extrapolated curve gives a reasonable estimate of the situation in the past then between 1844 and the time of the survey in 1971 only about seven species may have been lost in the parish although over 100 ponds have gone. In contrast the loss of a further 100 ponds might mean the loss of nearly 30 species. Although these figures have been derived from a simulated exercise they do show the urgency of preserving as many as possible of the ponds that still remain. If action is taken now it is probably not too late to preserve the bulk of the flora of the ponds. Total number of plant species 424 A. D. BRIAN ET AL. O. Christleton Survey © Figures derived from the simulation x Actual number of ponds in 1884 and 1910, and derived number of species [ * Day (1981) 4 Godwin (1923) Derbyshire 120 [ B® Jones (1971) Leicestershire 100 r is eS era DC ae | ee | a. 60 4 yes Al / B 20} = = 4 4 4 = is — —s (0) 50 100 150 200 250 300 350 400 450 950 1000 Number of ponds Ficure 2. Relationship, derived from a simulation, between the number of ponds and the total pond flora of the parish. DISCUSSION THE SPATIAL DISTRIBUTION OF THE POND FLORA One of the most striking features of the flora of the Christleton ponds was the great variation in species between different ponds. Only five species occurred in over 50% of the ponds while 54 species occurred in less than 10%. One of the original aims of the survey was to try to find some of the underlying reasons for this distribution pattern. Some of the possible contributory factors are discussed below. The flora available locally. This must have been an important factor in the initial colonization of the ponds as pointed out by Day (1981). These plants would have been growing in the marshes and ditches before the days of intensive agriculture. One such area is still present in the parish, a wet meadow beside the River Gowy, now a nature reserve managed by the Cheshire Conservation Trust. A comparison of the plant list for the reserve with that for the ponds showed that the two areas had 38 wetland species in common while 37 species occurred in the ponds only and ten species in the meadow only. Obviously the old marl-pits have indeed provided a refuge for many of the wetland plants. The age of the ponds. The length of time that a pond has been available for colonization might be expected to affect the composition of the flora and Godwin (1923) has shown that for newly dug ponds there was a steady increase of species up to 70 years. Most of the Christleton ponds are older than this and no connection between age and flora was detected. The rate of dispersal of water plants. A comparison was made between the number of species in each pond and the distance of each pond from other neighbouring ponds. No association was found, isolated ponds being often just as species-rich as ponds that had others near them. When individual species were considered there was again little evidence that any one species occurred mainly in neighbouring ponds and in most cases a species appeared to be scattered over the area. The three commonest species in Christleton, Alisma plantago-aquatica, Lemna minor and Juncus effusus, were also the three commonest in the Fylde, Wirral and Clwyd (Day et al. 1982). Similarly, species rare in Christleton, like Lemna polyrhiza and Hydrocharis morsus-ranae, were also rare in FLORA OF MARL-PITS IN CHESHIRE 425 the other surveys. These differences must be due in part to differences in the efficiency of their dispersal mechanisms over land and Godwin (1923) came to the conclusion that the distribution of the species in his seven ponds was initially a matter of chance and that the early distribution pattern persisted because “‘land barriers are very effective in slowing down the rate of dispersal of water plants”’. The physical characteristics of a pond. The position of a pond, the type of soil where it was dug and its original size must also have had some effect on the flora. Many of the earlier pond flora studies commented that larger ponds had a richer flora and this study has shown also that individual species were affected by the size of the pond. The original depth and steepness of the banks must also have had their effect on the flora. The history of the pond post-construction. The management of the area around a pond affects the flora by producing different conditions which favour different species. The effect of a fence has already been described. Absence of a fence leads to trampling by cattle and a shallow edge to a pond. Deliberate introductions. These have probably taken place in the past, especially of attractive plants like the white water-lily, Nymphaea alba, which was said to have been introduced by a past land-owner into one pond near his house. Obviously with so many different potential factors at work it would seem inevitable that there should be large differences in the flora of the different ponds. This variation between adjacent sites of similar habitat type is a general phenomenon and a very similar distribution of woodland species has, for example, been found recently in a woodland survey in Herefordshire (Barfield et al. 1984). A COMPARISON BETWEEN THE INTENSIVE CHRISTLETON SURVEY AND THE EXTENSIVE CLWYD SURVEY The Clwyd pond survey is the only one of those described in Day et al. (1982) which gives sufficiently detailed results for a meaningful comparison to be made with the Christleton survey. Because of the different methods used for selecting the ponds for survey in the two areas, a comparison of the results may prove useful in the planning of future surveys and these results are set out in Table 4. The Christleton ponds appear to be rather larger than those in Clwyd though this could be caused by the different methods used to assess the areas. The number of species recorded was fewer in Christleton, partly perhaps because fewer ponds were visited but also possibly because of a bias in the Clwyd survey towards ponds known to be of interest. On the whole however it is apparent that the two sets of ponds have very similar characteristics and flora and that the different methods used to select the ponds for survey have not affected the results significantly. There is now enough information on the physical characteristics and flora of the old marl-pits of the Cheshire plain and surrounding areas to show that there is overall uniformity combined with a good deal of variation in flora from pond to pond. CONSERVATION The importance of old flooded marl-pits as refuges for wildlife in intensively farmed areas has been discussed by Day et al. (1982) and the Christleton survey results reinforce their conclusions. At the time of the Christleton survey a scheme for evaluating the ponds in the parish was prepared (Brian et al. 1975; Latham 1979). A rather broader list of criteria was used than that of Day (1981) since, in addition to number of species per pond and rarity of species, the final pond score was weighted by aesthetic factors, potential for educational use, accessibility and the likelihood that for some time at least the pond would remain undisturbed. This evaluation was more in line with that given in Spellerberg (1981) but nevertheless produced a similar proportion (5%), of what might be called ‘first class’ ponds, to that estimated by Day (1981) in Clwyd. In view of the variation demonstrated between different ponds there is no doubt that the general flora, and probably the fauna as well, would be much impoverished if only the ‘first class’ ponds survived even if transplantation was carried out. Nearly every pond has some value and discrimination between ‘first class’ and ‘other’ ponds might hasten the loss of the ‘other ponds’. Even if a pond has little of interest or variety from the point of view of its flora it very often functions as a small nature reserve in an otherwise intensively managed field. Many ponds have mature trees and patches of scrub valuable for non-aquatic birds and insects, and the banks harbour meadow plants now eliminated from the fields around. 426 A. D. BRIAN ET AL. TABLE 4. A COMPARISON OF THE CHRISTLETON AND CLWYD SURVEYS Christleton Clwyd (Day 1981) Date of survey 1971/72 1979 Number of ponds surveyed 153 406 Number of ponds per km”, mean (range) 12.0 (3-34) 11.2 (0-443) Position of ponds in field (i) away from hedge 57% 35% (ii) edge of field 43% 60% Size of ponds, mean (range), m7 490 (40-1800) 242 (23-1472) pH mean (range) 7.6 (5-10) 7.1 (5.7-8.6) % of ponds unshaded (0-9% shade) oy 49 % of ponds fenced Di, 14 Total number of plant species 84 112 Number of species per pond, mean (range) 9 (0-23) 15.6 (0-30) Number of species common to both areas "3 73 Number of species not found in the other area 10 39 % of ponds with rubbish dumping 25 46 Loss of ponds 34% in last 64 years 32% * Excluding those species that would not have been recorded in the Christleton survey even if present. REFERENCES BaRFIELD, T., LOVELACE, D. & BENNEWITH, O. (1984). A Herefordshire woodland survey. Herefordshire and Radnorshire Nature Trust. Brian, A. D., REDwoop, B. R. & WHEELER, E. (1975). How well do you know your ponds? Cheshire Conservation Trust. Day, P. (1981). Ponds (marl pits) in the Lower Dee Valley of Clwyd — a preliminary appraisal. Nature Conservancy Council (North Wales Region) Report. Day, P., DEADMAN, A. J., GREENWOOD, B. D. & E. F. (1982). A floristic appraisal of marl pits in parts of north-western England and northern Wales. Watsonia, 14: 153-165. DykysovA, D. & Kvet, J., eds. (1978). Pond littoral ecosystems, in Methods and results of quantitative ecosystem research in the Czechoslovakian I.B.P. wetland project. Berlin. Epmonpson, T. (1967). Pond flora in north Cheshire. Fld Nat., 12: 30-35. Gopwin, H. (1923). Dispersal of pond floras. J. Ecol., 11: 160-164. JONES, R. C. (1971). A survey of the flora, physical characteristics and distribution of field ponds in North East Leicestershire. Trans. Leicester lit. phil. Soc., 65: 12-31. LatuaM, F. A. (1979). Christleton. The history of a Cheshire village, pp. 116-120. Chester. REED, T. & Grove, R. (1981). Area and isolation symposium: Monk’s Wood, October 1980. Ecos, 2 (1): 29. SINKER, C. A. (1962). The north Shropshire meres and mosses: a background for ecologists. Fld Stud., 1: 1-38. WILuis, M. J. & Youna, S. W. (1983). Cheshire College of Agriculture wildlife and management review 1976- 1981. Chester. SPELLERBERG, L. F. (1981). Ecological evaluation for conservation. London. (Accepted May 1986) Watsonia, 16, 427-437 (1987) 427 Short Notes ADDITIONAL RECORDS OF HALIMIONE PORTULACOIDES (L.) AELLEN ON COASTAL ROCKS AND CLIFFS Halimione portulacoides (L.) Aellen, Sea Purslane, is characteristically a species of salt-marshes. Since we drew attention to its occurrence on coastal rocks and cliffs in the British Isles (Akeroyd & Preston 1984), we have received several new records of plants in this habitat. These are summarized below. The records from Devon and Somerset are the first reports of Halimione on cliffs in these counties. SOUTH DEVON, V.C.3 D. E. Bolton found Halimione, growing with Inula crithmoides and Limonium binervosum, in crevices in Lower Devonian schist rocks at Gammon Head in September 1982. On 13th June 1985, C.D.P. visited this site and found Halimione growing on soil and rock in four shallow gullies on the steep, eastern side of Gammon Head, GR 20/765.356 to 20/766.357. The plants grow 10-30 m above sea-level and are almost inaccessible. The following species were observed growing with Halimione: Armeria maritima, Beta vulgaris subsp. maritima, Crithmum maritimum, Daucus carota subsp. gummifer, Festuca rubra, Heracleum sphondylium, Inula crithmoides, Limonium binervosum, Plantago coronopus, P. maritima, Sonchus oleraceus and Spergularia rupicola. With the exception of Heracleum, all these species have been recorded as associates of Halimione on cliffs elsewhere in the British Isles or in Brittany (Akeroyd & Preston 1984). Heracleum grew with Halimione where the latter encroached upon a Festuca rubra sward. On the basis of the map in the Atlas of the Devon flora (Ivimey-Cook 1984), the Gammon Head colony of Halimione is at least 12-5 km from any other Halimione plants. NORTH DEVON, V.C.4 On 22nd June 1986, J.R.A. found Halimione growing on Upper Devonian slates at Croyde Bay, GR 21/434.388 (RNG). A patch measuring 1 x 0-5 m occurs on a rock on the upper shore on the south side of the bay. No other plants occurred in the immediate vicinity but nearby rocks carried an open plant community which included Armeria maritima, Beta vulgaris subsp. maritima, Crithmum maritimum, Desmazeria marina, Festuca rubra, Plantago coronopus and Matricaria maritima. SOUTH SOMERSET, V.C.5 J. H. Crothers has observed a stand of Halimione on cliffs on the eastern side of Hurlstone Point, GR 21/899.493, over the period 1967-84. Mr Crothers (in litt. 1984) says that the colony “‘has changed little in extent during the last 17 years, and appeared well-established when I first saw it in 1967”’. ANGLESEY, V.C.52 On 21st July 1985, R. H. Roberts found Halimione growing on a low, Carboniferous limestone cliff between Moelfre and Traeth Lligwy. C.D.P. visited this site on 16th June 1986. Two plants of Halimione grow near the seaward edge of a flat, and rather bare, platform of limestone rock east of Porth Forllwyd, GR 23/506.871. They are rooted in small depressions in the rock in which soil has accumulated, and grow with Armeria maritima, Festuca rubra subsp. pruinosa and Puccinellia maritima. KIRKCUDBRIGHTSHIRE, V.C.73 Halimione was recorded on cliffs at Balcary Point in 1959 and 1977 (Akeroyd & Preston 1984). On 428 SHORT NOTES 6th July 1986, O. M. Stewart and C. D. P. found it in a gulley at this site, GR 25/828.491. A single large plant, measuring 1 x 0-3 m, grew with Armeria maritima on a rock ledge. Aster tripolium, Plantago maritima, Puccinellia maritima and Spergularia rupicola occurred on nearby rocks. WIGTOWNSHIRE, V.C.74 Halimione was known on the cliffs of the Mull of Galloway in the 19th century, and was refound there by H. A. Lang in 1980 (Akeroyd & Preston 1984). Dr Lang reported a small patch at GR 25/ 154.303 that was withering and the survival of which he doubted. However, on a return visit to the site on 19th September 1984, he found that this plant had survived, and he also discovered a further four plants, two near the original plant and two some 50 m away (H. A. Lang in litt. 1984). The fcur new records of Halimione on cliffs in western Britain fit the pattern of distribution that we reported in the original paper. We had, in fact, expressed our surprise at the absence of records from Devon. We would be interested to hear of other records from cliffs, and should particularly like to encourage Irish botanists to look for further sites. Halimione has recently been found on salted roadsides, one of several halophyte species which have invaded this habitat in recent years (Kitchener 1983; Scott 1985). Kitchener (1983) found ‘“‘a large bush spreading vegetatively on the centre reservation of the A2 near Dartford Heath [Kent]’’. This observation also suggests that the ecological tolerance of Halimione might be somewhat greater than is generally supposed. ACKNOWLEDGMENTS We are very grateful to D. E. Bolton, J. H. Crothers, H. A. Lang and R. H. Roberts for sending us information about Halimione on cliffs. REFERENCES AKEROYD, J. R. & Preston, C. D. (1984). Halimione portulacoides (L.) Aellen on coastal rocks and cliffs. Watsonia, 15: 95-103. IvimEY-Cook, R. B. (1984). Atlas of the Devon flora, p. 28. Exeter. KITCHENER, G. D. (1983). Maritime plants of inland roads of West Kent. Trans. Kent Fld Club, 9: 87-94. Scott, N. E. (1985). The updated distribution of maritime species on British roadsides. Watsonia, 15: 381-386. J. R. AKERoypD and C. D. PRESTON Department of Botany, The University, Whiteknights, Reading RG6 2AS BRITISH MATERIAL IN THE UNITED STATES NATIONAL HERBARIUM The extent to which overseas herbaria contain British and Irish specimens has up to now been known over here only at second hand, the information on these in Kent & Allen (1984) having necessarily been taken almost wholly from the successive editions of the Index Herbariorum. A recent stay in Washington based on the Smithsonian Institution Archives gave me the opportunity to investigate in some depth the collections of the Department of Botany of the National Museum of Natural History (US), one of the components of the Smithsonian complex. These collections have been formally known since 1894 as the U.S. National Herbarium, following the incorporation of the herbarium of the U.S. Department of Agriculture in that of the Museum (Morton & Stern 1966). Until the acquisition in 1972 of the herbarium of the late S. T. Jermyn, which extends to some 10,000 specimens, mainly from Essex, v.cc.18 and 19 — and of which only a small portion has as yet been incorporated into the general collection — the flora of Britain was surprisingly scantily represented in US, it turns out, certainly compared with the flora of many other countries in Europe. Of Irish material I came across only two sheets in my sampling. SHORT NOTES 429 Apart from Jermyn, only one of the British collectors listed in Kent & Allen on the strength of the Index Herbariorum data proved identifiable in either the Herbarium itself or the Museum’s donor files. This does not necessarily mean that none of their specimens are present, for the donor files tend to be confined to ‘collections’, so that very small amounts of material, especially if incorporated in some larger donation, are likely to have escaped being registered. Nevertheless, it is worth placing on record that the many sheets bearing the labels of G. C. Joad (donated, according to the files, by Kew in 1882) encountered in my sample runs were of Continental specimens exclusively. There was no sign of any John Stuart Mill material, British or otherwise, nor of anything in the names of A. B. Lambert or W. West. And the donor files identified the ‘J. F. Rayner’ as a US. collector, not the British botanist of that name. The exception was J. G. Baker. A contemporary internal memorandum, now in the Smithsonian Archives, reveals that on the day of his retirement from Kew in 1899, Baker donated a part of his personal herbarium, totalling “not less than 5000 specimens.” Most of these were lichens and bryophytes. The vascular plants were far fewer, and the fact that these consisted in the main of English Rubus microspecies, many of them not even named, suggests that this was unmounted material which had long lain in his room or other working space in the Kew Herbarium and which he had finally had to clear out. Kew at that period was following a policy of turning away (or transferring to the British Museum) British Isles material, so presumably in desperation, not wishing — or, perhaps, unable — to take the specimens to his home (for the donor files show the parcel came direct from the Kew Herbarium), he included them in the offer to America. A more inappropriate donation it would be hard to imagine, and doubtless it was only Baker’s reputation and being told that it included an eighteenth-century set in the shape of James Dickson’s ‘Hortus Siccus Britannicus’ that caused the Smithsonian to accept it with enthusiasm. In fact, hardly any of the specimens are of Baker’s own gathering. Most, about 100 sheets, consist of Rubi collected round London in 1883—91 by Eyre de Crespigny (out of respect for whose batological acumen W. C. R. Watson was later to name R. crespignyanus in his honour). There is also a small collection of this genus made round Bournemouth, v.cc. 9 and 11, by H. Fisher in 1885, together with the remains respectively of one of Leighton’s widely-owned sets from Shropshire, v.c.40, and of one of Bloxam’s from Twycross, v.c.55. Several specimens from J. T. Powell (v.c. 18) and one or two from J. E. Bagnall (v.c. 38) and W. H. Painter (v.c. 57) complete the impression of a typical accumulation of a late-Victorian Rubus specialist. Apart from this collection of Baker’s, the material is very miscellaneous. The provenance of a number of specimens, mostly collected in v.cc. 65 and 66 in 1870—72 by someone identified only by semi-indecipherable initials (“B.M. or U.M, Jr.”’), is given as the herbarium of William H. Seaman, donated in 1915. Several others collected by the first President of the Alpine Club, John Ball, in mountain areas (1838-59), probably came with the much more extensive material of his that is present from the Alps and elsewhere on the Continent, as his British herbarium is allegedly divided between Edinburgh and Kew. There are also a number of sheets bearing Arthur Bennett's labels and dating from the 1880s, which may have been purchased from him direct, and several of an anonymous collector in the Bristol area, v.cc. 6 and 34, in 1878, while the pre-1894 Department of Agriculture herbarium is the indicated source of quite a number of others. These last include many with the distinctive blue labels, worded in Latin, of the Liverpool collector A. E. Lomax, a few of J. T. Moggridge’s (including specimens contributed by his father, Matthew Moggridge) which must have come with his much more numerous French Riviera material, and certainly one and probably more acquired as duplicates from the Botanical Society of Edinburgh. Of other collectors no more than the odd single sheet featured in my samples. REFERENCES Kent, D. H. & ALLEN, D. E. (1984). British and Irish herbaria. London. Morton, C. V. & STERN, W. L. (1966). The United States National Herbarium. Plant Sci. Bull., 12: 1-4. D. E. ALLEN Lesney Cottage, Middle Road, Winchester, Hants., SO22 5EJ 430 SHORT NOTES OBSERVATIONS ON STACHYS GERMANICA L. AT A NEW SITE IN OXFORDSHIRE On 28th June 1984, I discovered several young plants of Stachys germanica L. growing close to a stand of Carduus nutans in front of a hedge bordering an Oxfordshire lane. During a careful search of the area over the next two weeks more plants were found — on bare ground and among grasses and herbs — and by 18th July, 56 flowering stems were recorded, the tallest measuring c. 91 cm. The discovery of this scheduled species, which is now confined to the oolitic limestone of Oxfordshire, was reported to the Nature Conservancy Council and the Biological Records Centre. The site was later declared a new one and is referred to here as Site X. S. germanica was widely recorded by Druce (1886, 1927) but, since that time, its known sites have dwindled to less than half-a-dozen. Acknowledged to be a capricious plant, the reason for its unexpected appearance at Site X was at first difficult to explain. Later, from enquiries made about the lane and its environs, it was learned that the hedge in front of which the plants were growing had been cut back severely in the late autumn of 1982, the trimmings being burnt in situ; prior to that date it had not been cut for 35-40 years, and possibly not since the late 1930s. In the intervening decades it had grown very thick and wide, spreading across the lane as scrub, with young Acer campestre, Fraxinus excelsior and Quercus robur. S. germanica being a biennial, it was assumed that long-dormant seeds had germinated in 1983 in ground disturbed by the hedge-cutting operations, and that over-wintering rosettes had preceded the flowering stems found in 1984. It was seen that the plants were more or less in a row — in large or small groups, or singly — over a distance of about 180 m, along what appeared to be the base-line of the original hedge. In a survey of the present hedge, 17 species of shrubs and trees were recorded, including Cornus sanguinea, Euonymus europaeus, Ilex aquifolium, Ligustrum vulgare, Rhamnus catharticus and Salix caprea. Since the cutting-back in 1982, many Acer campestre, Cornus sanguinea, Corylus avellana, Crataegus monogyna, Prunus spinosa and Viburnum lantana have been reduced to leafy stools or bushes; and the presence among them of three plants of Sorbus torminalis — together with an associated flora which includes Anemone nemorosa, Allium ursinum, Hyacinthoides non- scripta, Lamiastrum galeobdolon, Melica uniflora, Mercurialis perennis, Poa nemoralis and Viola riviniana — tends to support the view that the hedge is of woodland origin. The lane, in places very wide, is believed to be an ancient trackway, and its verges in the vicinity of Site X contain many grassland/pasture calcicoles, including Brachypodium pinnatum, Bromus erectus, Carex flacca, Cirsium acaule, C. eriophorum, Helianthemum chamaecistus, Origanum vulgare, Pimpinella saxifraga, Reseda lutea, Trisetum flavescens and Viola hirta; so far, 150 species have been recorded. The site was visited regularly, and in the late summer of 1984, 20 new rosettes were found, the majority close to the original plants. All over-wintered successfully. In 1985, each of these rosettes produced between one and five flowering stems, of which there were 53 in total; as in 1984, most were branched, the tallest stem measuring c. 95 cm. That autumn, more than 100 new plants, some very small, were counted. Unfortunately, 50% were subsequently lost, possibly as a result of the exceptionally hard winter (some of the smallest were observed to have perished from frost-lift), followed by a cold, wet spring. During 1986, each of the remaining rosettes developed only one flowering stem. Of the total of 56, only three were branched, and all were markedly smaller (some only c. 10-15 cm) and less vigorous than those of the previous two summers. Flowering commenced about the third week of July and in some plants continued into October. Of particular interest in 1984 was an exceptionally robust plant which, late that summer, developed a number of shoots at the base of its stem; seven of these grew during the following year into fine flowering stems, one measuring 104 cm. Equally intriguing, in 1985, were two medium- sized rosettes, growing close together in a more shaded situation, whose development was completely arrested. These were marked for further observation, and it is hoped that they will prove to be triennial by flowering in 1987. Pollination has been mainly by large and small bumble bees, and work on the identification of these is continuing. In August 1985, conspicuous numbers of the Hover-fly Episyrphus balteatus visited the flowers. Seed production was good in 1984 and 1985, but poor in 1986. (In 1984, one unbranched stem yielded c. 525 seeds; in 1986 five similar stems yielded a total of only c. 600). Ripe seeds were found in the dried-up calyces of dead plants — most of which remained standing throughout the winter — for up to six months. Germination appears to be continuous throughout the growing season, which could account for the considerable difference in the size of the autumn SHORT NOTES 431 rosettes (c. 2-0—7-5 cm in diameter). Plants which had formed the most and largest leaves by that time had the highest survival rate. In 1985 and 1986, several leaves and a few flower buds were damaged by caterpillars of the leaf-rolling Tortrix Moth, Cnephasia interjectana, and the Common Frog-hopper, Philaenus spumarius. In a search through botanical literature for information about S. germanica it was noted that Keble Martin (1965) described the plant as stoloniferous. No reference to this being made by Warburg (1962), it was decided, each year, to examine the root-system of several autumn plants, care being taken not to damage them. None was found to have stolons or rhizomes. All, in fact, _ had surprisingly few, shallow roots for a plant which can attain a height of 76 cm or more, and where old and new plants grew together, each was found to be independent of the other. Management of the site has been made easier by the sympathetic interest and willing co- operation of the owners of land adjoining the lane, and their staff, particularly at times of hedge- and verge-cutting. Personal activities have been confined to the cutting back of vegetation surrounding the plants (Clematis vitalba, for instance, deprived of hedgerow support, has taken to the ground and is a menace); the maintenance of bare soil around them, the hand-weeding of the ‘nurseries’ of young rosettes, and the protection of these from damage by rabbits and the occasional dust-bathing pheasant. Where it has not been possible to do this, in areas where single or small groups of flowering stems appeared in 1984 and/or 1985, there were no plants in 1986. There would seem to be little doubt that a principal requirement for Stachys germanica is open ground for the germination of its seeds and the formation of winter rosettes, and that its disappearance from two recent sites has resulted from the invasion of such open areas by grasses, mosses, coarse vegetation and scrub. If it can be assumed, from the history of Site X, that seeds remain viable for a very long time, then the disturbance or opening-up of old sites, where known — and where this is possible — is to be recommended. Soon after this Note was written (November 1986), most of the 1986 seed-bearing stems of Stachys germanica were stolen from Site X. In view of this incident and the need for stricter protection measures, members are asked not to make requests to visit the site. It would be a matter for profound regret if this very rare and fascinating species were ever to disappear from the ranks of our native flora. ACKNOWLEDGMENTS I gratefully acknowledge the grants awarded to me by the British Ecological Society and the Nature Conservancy Council for the protection and study of Stachys germanica at Site X. I also wish to thank members of staff of the N.C.C. for encouragement and advice; Mr W. J. R. P. Bishop, Mrs D. Bowyer and Mrs C. McNab for practical assistance at the site; Mr J. Campbell (Biological Records Centre) for help with the identification of insects; and Mr J. Trinder for the donation of several photographs. REFERENCES Druce, G. C. (1886). The flora of Oxfordshire, pp. 231-232. Oxford & London. Druce, G. C. (1927). The flora of Oxfordshire, 2nd ed., pp. 342-343. Oxford. KEBLE Martin, W. (1965). The concise British Flora in colour. London. Waresurg, E. F. (1962). Stachys L., in CLAPHAM, A. R., Tutin, T. G. & Warpure, E. F. Flora of the British Isles, pp. 748-750. Cambridge. A. J. DUNN Flat 2, Sandford Mount, Charlbury, Oxford, OX7 3TL 432 SHORT NOTES PELORIC AND DUPLEX EXAMPLES OF ORCHIS PURPUREA HUDSON IN KENT Peloric forms of Orchis purpurea Hudson have been found quite often in Kent (Godfery 1933; Summerhayes 1968); the most frequent site appears to be a Kent Trust for Nature Conservation reserve near Stelling Minnis. On 30th May 1986, I found five such plants there; four were within a ten-metre diameter and had very similar labellum patterns, while the fifth was about 300 metres away and had a different labellum pattern. Many normal specimens of O. purpurea were in the vicinity of these plants. Since I had not requested permission to take specimens for further study, I contented myself with taking photographs. They show the following points. 1) All the specimens had additional labella in place of normal petals, i.e. they exhibited Type A peloria sensu Bateman (1985). 2) The extra labella were smaller than the primary ones and were of irregular shape, unlike a peloric Ophrys insectifera L. that I found in Hampshire in 1984. 3) In three cases the primary labella were also of irregular shape. 4) The flowers were all densely packed and were not, or only partially, resupinate. 5) The columns were malformed in all the specimens, though rather less so in the solitary one. 6) In one specimen in the group of four, each of the three labella had an additional small labellum in tandem (i.e. mounted immediately above its partner) giving a total of six labella per flower. Such a ‘gardener’s double’ must be rare among European orchids, though I have seen an Ophrys speculum Link in Mallorca that had an additional labellum tandem-mounted on an otherwise normal flower, and an extraordinary Ophrys reinholdii Spruner in Rhodes that had three extra labella so mounted. Seed-set is reported to be extremely low (Summerhayes 1968), so the malformation of the columns on the peloric flowers would seem to matter little; there does not seem to be any other survival disadvantage since the propinquity of the group of four indicates successful vegetative reproduction over a period of several years. Another point is that since peloric flowers are rare, and duplex ones even more so, the chances of the two conditions occurring in the same plant would, if they were under separate control, be incredibly small; some connection between their causative mechanisms seems probable. ACKNOWLEDGMENT I am grateful to P. F. Hunt for help in the presentation of this Note. REFERENCES BATEMAN, R. M. (1985). Peloria and pseudopeloria in British orchids. Watsonia, 15: 357. Goprerry, M. J. (1933). Monograph and iconograph of the native British Orchidaceae. Cambridge. SUMMERHAYES, V. S. (1968). Wild orchids of Britain, 2nd ed. London. D. M. T. ETTLINGER Royden Cottage, Cliftonville, Dorking, Surrey, RH4 2JF TERRESTRIAL AND AQUATIC VARIANTS OF LOBELIA DORTMANNA L. Although Lobelia dortmanna L. is most commonly found as an aquatic plant, Gluck (1924) described a terrestrial variant, forma terrestris Gluck, which occurs occasionally along the shores of some lakes. Although the main distinguishing feature between the two variants is that of location, Gluck also provided some measurements of leaf lengths, showing that the aquatic plant is generally larger. The data however do show considerable overlap and my observations of populations throughout the Scottish Highlands and Islands have suggested a complication. It seems to me that there are at least two different variants of the aquatic plant, and that one of these is hardly distinguishable from f. terrestris. L. dortmanna grows over a wide range of sediment types from coarse gravel to highly organic silt and peat. Plants found on hard substrates and in wave-exposed SHORT NOTES 433 conditions are similar to terrestrial forms. Indeed no difference can be found in lacunal size, cortical cell size or cuticle thickness (Farmer 1985). However, plants from silty areas are much larger and are typical of the aquatic variant described in Gluck (1924). Studies were carried out at Lochan-na-Thuill (GR29/252.503), Sutherland, v.c. 108. Three populations of the plant were chosen, one where net sedimentation was occurring and two in eroded areas. In one of the latter, perspex tubes (15 cm high, 10 cm diameter) were set in place around plants for 18 months. These acted as silt traps and so the effects of sedimentation could be compared directly on neighbouring plants. At harvesting, plants were taken from each site. Leaf length and length/breadth ratios were obtained. Chlorophyll content was also determined after Hiscox & Israelstrom (1979). Samples of sediment from each of the three sites were dried and ignited in a furnace to determine the organic content. Due to the colloidal nature of the sediment in the silt traps, it was not possible to collect this for similar analysis. The results are presented in Table 1 and show that plants from areas of erosion are smaller than plants from the area of deposition. Furthermore, in eroded areas where silt traps had been erected, after 18 months, 5 cm depth of sediment had accumulated. The plants here were seen to have responded by increasing their leaf lengths. It should be noted that only the tips of the leaves were protruding above the silt. This suggests that L. dortmanna may not survive sedimentation at a much greater rate and that this may be an important factor in determining its distribution around the shores of a lake. Sedimentation seems to have a similar effect to decreasing light levels. Aberg (1943) grew L. dortmanna in a uniform substrate at different depths in a lake and found that it responded to shading by extending its leaf length. It is possible that the morphological changes noted here are the result of a shading effect of the sediment acting on the stem apex. The resulting extension of internodes (increasing corm length) is also a common shade response. Total chlorophyll content also decreases with sedimentation (Table 1). This explains the observation of Gluck (1924) that terrestrial plants are greener than aquatic ones. TABLE 1. DIMENSIONS AND CHLOROPHYLL CONTENT OF PLANTS FROM SITES IN LOCHAN-NA-THUILL All figures are means+S.E.; n=sample size. %Sediment _n for n for Total leaf organic plant Corm_ chlorophyll chlorophyll content dimen- Leaf length Leaf length/ length dimen- content mg/g Site n=3 sions (mm) breadth ratio (mm) sions _ fresh weight Depositional area 65:17+1-03 29 54:7442-15 19-5341-35 41-6+8-0 5 0-498+0-065 Eroded area 1 1-3 +0-14 40 24:14+0-88 11-91+0-48 7:3+£0-3 5 0-631+0-119 Eroded area 2 0-98+0-07 29 28 S027 gle 32 0:49 6:5+0-3 5 0-616+0-078 Silt traps in eroded area 2 — 19 599-082-311... °23-050:72 °45:847-1 5 0-320+0-027 It is, therefore, possible to distinguish two aquatic plastodemes of L. dortmanna: a small plant from eroded areas and a larger plant from areas of deposition. The former seems to be indistinguishable from f. terrestris, suggesting that this taxon too may be a response by the species to terrestrial conditions, where there is also a lack of sedimentation. Further study of this is necessary as I have evidence that at least one population of f. terrestris was formerly aquatic. This terrestrial population of L. dortmanna was found on the shore of Loch Freuchie, Tayside, v.c. 88. The plants were evidently not growing as emergents owing to a short-term draw-down, because they were found amongst a range of common terrestrial species, including Agrostis tenuis Sibth., Rumex acetosa L., Taraxacum sp., Plantago major L., Rubus fruticosus L. and Sorbus aucuparia L. The population was also associated with two species that are commonly amphibious, Littorella uniflora (L.) Aschers. and Juncus articulatus L. The adjacent submersed vegetation was 434 SHORT NOTES Percentage of Plants in Each Size Class Size class (Leaf Number) Figure 1. The population structure of a terrestrial population of Lobelia dortmanna. For each size class is shown the percentage of non-flowering and flowering (hatched) plants. very sparse (due to considerable wave action), consisting of a few plants of L. dortmanna and Littorella uniflora. The site was visited a number of times over three years (1982-5). It was noted that during periods of heavy rainfall the site would become flooded, though this was only temporary. The population structure of the terrestrial population of L. dortmanna was studied. 25 cm square quadrats were randomly distributed over the population and plant size (leaf number) and the presence of flowers noted. Plant density was estimated for plants growing amongst other vegetation and in open areas. Plants were more commonly found amongst other vegetation (36-48 plants/m’) than in open areas (11-52 plants/m7), suggesting that L. dortmanna is not necessarily excluded from shoreline habitats by competition with terrestrial species, but rather that these species may protect the terrestrial L. dortmanna from exposure. Periodic flooding may also reduce the productivity of associated species and so prevent the complete exclusion of L. dortmanna from the community. The population structure (Fig. 1) was similar to that of many aquatic populations (Farmer 1985), i.e. there is a skewed distribution that ts extended into the larger size classes. However, this population lacked some of the smaller size classes, indicating a reduction in recruitment. The plants produce seed, which can survive extreme artificial drying (Farmer 1985), so the terrestrial conditions may be acting so as to prevent seedling establishment rather than germination. The paucity of young plants suggests that this terrestrial population of L. dortmanna may represent a formerly aquatic population which has become marooned due to a long-term lowering of the water-level. White (1898) noted similar plants along the shores of other Perthshire lochs in places which he considered to be above the usual high-water mark. Such populations may, therefore, occur in more localities throughout Scotland. SHORT NOTES 435 ACKNOWLEDGMENTS I thank the late Prof. David Spence for helpful discussions. This work was funded by the N.E.R.C. REFERENCES ABERG, B. (1943). Physiologische und okologische Studien tiber die pflanzliche Photomorphose. Symb. bot. Upsal., 8: 1-189. Farmer, A. M. (1985). Lobelia dortmanna: light, growth strategy and zonation. Ph.D. thesis, University of St Andrews. Giuck, H. (1924). Biologische und morphologische Untersuchungen tiber Wasser- und Sumpfgewachse. IV, Untergetauchte und Schwimblattflora. Jena. Hiscox, J. D. & IsRaELsTRom, G. F. (1979). A method for the extraction of chlorophyll from leaf tissue without maceration. Can. J. Bot., 57: 1332-1334. WHitE, F. B. (1898). Flora of Perthshire. Edinburgh. A. M. FARMER Institute of Environmental Studies, University of Wisconsin, 319 Birge Hall, 430 Lincoln Drive, Madison, Wisconsin 53707, U.S.A. REAPPEARANCE OF ORCHIS PURPUREA HUDSON IN OXFORDSHIRE On 22nd May 1961, I was fortunate enough to discover one flowering plant of Orchis purpurea Hudson amongst Mercurialis perennis L. under a canopy of beech in southern Oxfordshire whilst accompanied by my brother. Details of the exact location are with the local Naturalists’ Trust. Unfortunately the flowering stem was bitten off that year and we had to wait twelve months for confirmation. On 24th May 1962, the plant had two flowers fully open, one of which was removed by Professor Warburg and is now housed in OXF. By 8th June, the plant was in full bloom, by 7th July eight ovaries were well swollen and by 23rd September these ovaries were ripening satisfactorily. The occurrence of this plant was the subject of a small exhibit at a B.S.B._I. Exhibition Meeting held in November 1962 in London (Paul & Warburg 1963). Due to academic studies I was unable to check the site for five years, but apparently the plant did not flower in 1963 and flowered poorly in 1964 before disappearing. From 1967 to 1985 I checked the site with no success. The beech and nearby yew trees were felled in the late 1970s and many open-loving plants such as Primula veris L. took over. I am pleased to record that last year, on 5th June 1986, I rediscovered O. purpurea in the same vicinity, seven plants in an area of about six square metres; three plants had good, flowering spikes. Associated plants were Clematis vitalba L. (dominant), Chamaenerion angustifolium (L.) Scop., Verbena officinalis L., Senecio jacobaea L.., Prunella vulgaris L. and Mycelis muralis (L.) Dum. Nearby was a Buddleia bush providing some degree of shade and several plants of Linaria repens (L.) Mill., Clinopodium vulgare L., Origanum vulgare L., Campanula glomerata L., Anacamptis pyramidalis (L.) Rich., Odontites verna (Bell.) Dum. and planted Fagus sylvatica L. saplings. The two tallest flowering spikes were 40 cm and 43 cm tall respectively, with the ovaries 20 mm long at the base of the inflorescence and 12 mm long at the top. All three flowering heads had set fruit by 31st July 1986, with respectively six, two and one swollen, ripe ovaries. These were all nearest the top of the spike; the ovaries at the base, belonging to the larger and first-formed flowers, did not swell. Perhaps the significance of this reappearance after more than twenty years absence is that it suggests this Oxfordshire site is an ancient semi-woodland habitat rather than one recently formed. The felling of trees and soil disturbance clearly stimulated plants to reappear. The alternative view, that the 1961 plant was the chance result of wind dispersal from Kent, now seems less likely. It is hoped that with the co-operation of the owner the site will be suitably managed, particularly with regard to Clematis vitalba which threatens to stifle all low-growing plants in the immediate area. 436 SHORT NOTES REFERENCE Pau, V. N. & WARBURG, E. F. (1963). Orchis purpurea in Oxon. Proc. bot. Soc. Br. Isl., 5: 172. R. J. Kemp Pipistrelles, Chapel Road, Ford, Nr. Aylesbury, Bucks., HP17 8XG A BINOMIAL FOR THE HYBRID POTAMOGETON GRAMINEUS L. x P. POLYGONIFOLIUS POURRET Binomial names are available for 24 of the 25 Potamogeton hybrids recognized from the British Isles by Dandy (1975). The exception is the rare hybrid between P. gramineus L. and P. polygonifolius Pourret. The reason for the absence of an acceptable binomial for this plant lies in the uncertainty about the identity of Potamogeton seemenii Ascherson & Graebner, Syn. mitteleur. FI., 1: 335 (1897). This was based on material collected on the German island of Borkum by Otto von Seemen. Ascherson & Graebner regarded the plant they described as the hybrid between P. gramineus and P. polygonifolius, but this attribution was questioned by Hagstrém (1916:232). After describing plants which he regarded as the true hybrid, which were intermediate between the parents in morphology and in stem anatomy and possessed sterile pollen, Hagstr6m commented: “The plants described above do not coincide with a plant from Borkum preserved in the Berlin Museum, gathered by O. v. SEEMEN and labelled ‘P. polygonifolius x gramineus. P. Seemenii.’ ‘P. GRAEBNER Cet.’ ‘Herb. P. ASCHERSON.’ The hybrid nature of this plant is not quite certain, as all its pollen is fresh and fertile. At any rate it extremely approaches to P. gramineus: Leaf-margin serrulate (ca. 10 teeth acm), apex acute, branch-leaves — like the lower stem-leaves — sessile, style and anatomy of the stem like those of P. gramin. On the other hand the upper narrow leaf-bases aud the narrow peduncle are really a little strange to P. gramineus; but the specimen is also a late flowering autumnal shoot (gathered 23. VIII, with fresh pollen!), from which no certain conclusions can be drawn. Be this as it may, the name P. Seemenii must stand for the hybrid P. gram. X polygonif. (polygonif. X gram., ex GRAEBN.)”’. In stating that the name P. seemenii must stand, Hagstrom was giving preference to the hybrid formula stated by Ascherson & Graebner rather than to the actual identity of the plant they described. By modern practice, laid down by the International Code of Botanical Nomenclature (art. H.10), the name must be attached to the plant not to the formula. Unfortunately, there is now no material of P. seemenii at B (M. Hakki in litt. 1986). The specimen seen by Hagstr6m was probably destroyed, along with so many others, when the Berlin herbarium was bombed in 1943. There are no other collections cited in the protologue, or illustrations, which might serve as a lectotype. It is not possible to select a neotype which could be said with any degree of confidence to represent Ascherson and Graebner’s plant. It does not appear possible, therefore, to reassess the identity of P. seemenii. Clearly, however, in view of Hagstr6m’s comments the name cannot be used for the hybrid P. gramineus X P. polygonifolius. It may not be irrelevant to observe that some plants reported as this hybrid from Scotland and Ireland have proved to be P. gramineus (Dandy 1975). No such doubt surrounds the identity of Potamogeton gramineus f. lanceolatifolius Tiselius, Pot. Suec. Exsicc., 3: 6 (1897). This was based on Swedish specimens collected “in provincia Smaland, Alem, Stromsrum in fluvio Alsteran’” by H. Rappe and H. Tiselius on 27th July 1896, and distributed by G. Tiselius as no. 139 in Potamogetones Suecici Exsiccati. It was regarded by both Hagstr6m (1916) and Dandy (1975) as the true hybrid between P. gramineus and P. polygonifolius. I have examined specimens (in BM, CGE, E and MANCH) which were distributed by Tiselius, and can see no reason to doubt these opinions. In their unpublished manuscript British species of Potamogeton L., J. E. Dandy & G. Taylor recommend that, if P. seemenii proves to be referable to P. gramineus, Tiselius’ epithet should be adopted for the hybrid. In view of the uncertainty about the identity of P. seemenii, which it is not at present possible to resolve, it is appropriate to make the following combination: SHORT NOTES 437 Potamogeton xX lanceolatifolius (Tiselius) C. D. Preston, stat. nov. Basionym: P. gramineus forma lanceolatifolius Tiselius, Pot. Suec. Exsicc. 3: 6, no. 139 (1897) (‘lanceolatifolia’ ). P. gramineus proles heterophyllus var. stagnalis subvar. lanceolatifolius (Tiselius) Ascherson & Graebner in Engler, Pflanzenr. IV, 11 (Heft 31): 88 (1907). P. seemenii forma lanceolatifolius (Tiselius) Hagstrom, K. svenska VetenskAkad. Handl., nov. ser., 55 (5): 231 (1916). Hybrid formula: P. gramineus L. X P. polygonifolius Pourret ACKNOWLEDGMENTS I am grateful to A. O. Chater, M. D. Hooper, P. D. Sell and P. F. Yeo for critically reading the manuscript. REFERENCES Danpy, J. E. (1975). Potamogeton L., in Stace, C. A., ed. Hybridization and the flora of the British Isles, pp. 444—459. London. HacstroMm, J. O. (1916). Critical researches on the Potamogetons. K. svenska VetenskAkad. Handl., n.s., 55 (5): 1-281. C. D. PRESTON Institute of Terrestrial Ecology, Monks Wood Experimental Station, Abbots Ripton, Huntingdon, Cambs., PE17 2LS 7 - ' ‘ ae { ie my A wea < “i F. : a ' : = ed a ae ‘ A me er : i eo 1 . < j oo A i bon “eu fe md epA ee te at i 4 a i 7 ho fda. / - : an } : i H i = 7 oy : ? ~ Ph | i sven ~ + f ‘ah al 7 i = not a 44 i zi SP = ; F ii. ’ ek ea | eae = ‘ By { 1 - A : 7 if ' i = > I ce “a - , f Se [ \ } i -— - Saw | ~ re ' ch is u i of : x i ; ‘Ss : se a j = ' s ao. tee — e > i Ce Vice- counties 1 . W. Cornwall 1b. Scilly . E. Cornwall S. Devon N. Devon S. Somerset N. Somerset N. Wilts. S. Wilts. . Dorset . Wight . S. Hants. . N. Hants. . W. Sussex . E. Sussex . E. Kent . W. Kent . Surrey . S. Essex . N. Essex . Herts. . Middlesex . Berks. . Oxon . Bucks. . E. Suffolk . W. Suffolk . E. Norfolk . W. Norfolk . Cambs. . Beds. . Hunts. . Northants. . E. Gloucs. . W. Gloucs. . Mons. . Herefs. . Worcs. . Warks. H1. S. Kerry H2. N. Kerry H3. W. Cork H4. Mid Cork HS5. E. Cork H6. Co. Waterford H7. S. Tipperary H8. Co. Limerick H9. Co. Clare H10. N. Tipperary H11. Co. Kilkenny H12. Co. Wexford H13. Co. Carlow H14. Laois 39. Staffs. 40. Salop 41. Glam. 42. Brecs. 43. Rads. 44. Carms. 45. Pembs. 46. Cards. 47. Monts. 48. Merioneth 49. Caerns. 50. Denbs. 51. Flints. 52. Anglesey 53). 9. Lines: 54. N. Lincs. 55. Leics. 55b. Rutland 56. Notts. 57. Derbys. 58. Cheshire 59. S. Lancs. 60. W. Lancs. 61. S.E. Yorks. 62. N.E. Yorks. 63. S.W. Yorks. 64. Mid-W. Yorks. 65. N.W. Yorks. 66. Co. Durham 67. S. Northumb. 68. Cheviot 69. Westmorland 69b. Furness 70. Cumberland 71. Man . 72. Dumfriess. 73. Kirkcudbrights. 74. Wigtowns. 75. Ayrs. IRELAND H15. S.E. Galway H16. W. Galway H17. N.E. Galway H18. Offaly H19. Co. Kildare H20. Co. Wicklow H21. Co. Dublin H22. Meath H23. Westmeath H24. Co. Longford H25. Co. Roscommon H26. E. Mayo H27. W. Mayo H28. Co. Sligo NAMES OF VICE-COUNTIES IN WATSONIA ENGLAND, WALES AND SCOTLAND 96 . Renfrews. . Lanarks. . Peebless. . Selkirks. . Roxburghs. . Berwicks. . E. Lothian . Midlothian . W. Lothian . Fife . Stirlings. . W. Perth . Mid Perth . E. Perth . Angus . Kincardines. . S. Aberdeen . N. Aberdeen . Banffs. . Moray Easterness 96b. Nairns. . Westerness . Main Argyll . Dunbarton . Clyde Is. . Kintyre . S. Ebudes . Mid Ebudes . N. Ebudes . W. Ross . E. Ross . E. Sutherland . W. Sutherland . Caithness . Outer Hebrides . Orkney . Shetland . Co. Leitrim . Co. Cavan . Co. Louth . Co. Monaghan . Fermanagh . E. Donegal . W. Donegal . Tyrone . Co. Armagh . Co. Down . Co. Antrim . Co. Londonderry Collins NEW GENERATION GUIDES “.. not only a field guide of unusual excellence but also a deeper analysis of the issues that affect the lives of plants...” _.. more information than 1 in any previous pocket guide... - men Ap oy heros h GENERAL EDITOR FQWWWWwW_ N WAN _ . ; a Ne: a WSS RM Aaa’ & * we } q H & ALASTAIR FITTER GENERAL EDIToR DAVID ATTENBOROUGH £6.95 paperback Available from all good bookshops Botanical Society of the British Isles BSBI HANDBOOKS FOR FIELD IDENTIFICATION Salix lanata Each handbook deals in depth with one of the more difficult groups of British plants No. 1 SEDGES OF THE BRITISH ISLES A. C. Jermy, A. Q. Chater and R. W. David. 1982. 268 pages, with a line drawing and distribution map for every British species. Wrappers. ISBN0901158054 £6.75 No. 2 UMBELLIFERS OF THE BRITISH ISLES T. G. Tutin. 1980. 197 pages, fully illustrated with line drawings for each species. Wrappers. ISBN090115802 X £5175 No. 3 DOCKS AND KNOTWEEDS OF THE BRITISH ISLES J. E. 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