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Phytologia (Jan 19, 2017) 99(1) 


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Geographic variation in pentane extractable hydrocarbons in natural populations of 

Helianthus annuiis (Asteraceae, Sunflowers) 

Robert P. Adams and Amy K. TeBeest 

Baylor-Gmver Lab, Baylor University, 1 12 Main Ave., Gruver, TX 79040 

robert_Adams@baylor.edu 

Walter Holmes 

Biology Department, Baylor University, Box 97388, Waco, TX 76798 

Jim A. Bartel 

San Diego Botanic Garden, P. O. Box 230005, Encinitas, CA 92023 

Mark Corbet 

7376 SW McVey Ave., Redmond OR 97756 

Chauncey Parker 

11643 Norse Ave., Truckee, CA 96161 

and 

David Thornburg 

2200 W. Winchester Lane, Cottonwood AZ 86326 

ABSTRACT 

Populations of Helianthus anniius, ranging from eastern Oklahoma to coastal southern California, 
were sampled and the yields of total hydrocarbons (HC) from leaves determined. The highest yielding 
populations were in the Texas Panhandle (6.0 - 7.99%) and the lowest yields were in Camp Verde, AZ, 
NM mountains, Redland, OR. and San Diego, CA. Medium-high yields were found in northern UT and 
southern ID. Four populations near Waco, TX had large yield differences ranging from 3.6 to 6.2%. 
Some native populations were contaminated by germplasm from cultivated sunflowers and these 
populations had very low yields (2.6 - 3.6%). Population variability in HC yields varied geographically 
and also between nearby populations, suggesting the micro-habitat environments are important as well as 
limited genetic population size. The frequency distribution (329 individuals) ranged from LO to 12.63% 
yield and showed a skewed, normal distribution, with a tail towards highest yielding plants. The mean 
was 5.33%, with the top 5% being lai'ger than 8.7% yield. A very low correlation (r=0.18) was found 
between leaf size biomass and % yield implying an opportunity to select for high yields and high biomass 
concurrently. Published on-line www.phytologia.org Phytologia 99(1): 1~10 (Jan 19, 2017). ISSN 
030319430. 

KEY WORDS: Helianthus annuus, Sunflower, geographic variation in leaf hydrocarbon yields. 


Adams and Seiler (1984) surveyed 39 taxa of sunflowers for their cyclohexane (hydrocai*bon) and 
methanol (resins) concentrations. The highest cyclohexane (bio-crude) yielding taxa were H. agrestis, an 
annual, Bradenton, FL (7.38%) and H. annuus^ Winton, OK (7.09%). Adams et al. (1986) screened 614 
taxa from the western US for their hydrocarbon (hexane soluble) and resin (methanol soluble) yields. 
They reported 2 plants of H. annuus from Idaho with 8.71% and 9.39% hydrocarbon yields. 




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Phytologia (Jan 19, 2017) 99(1) 


Seiler, Carr and Bagby (1991) reported on 28 Helianthus taxa for their yields of oil, polyphenols, 
protein and rubber. The rubber was found to be of lower molecular weight than Hevea rubber, but still 
appeared to be useful as a plasticizing additive and for coatings inside pipes and containers. Yields of 
natural rubber has recently been reported for H. annuus (Pearson et al. (2010a) that ranged from 0.9% to 
1.7% rubber in cultivated sunflower cultivars (Fig. 4, Pearson et al. 2010b). 

There does not appear to be any information on geographic variation in the yields of 
hydrocarbons for H. annuus. The purpose of this report is to present new information on geographic 
variation of the yields of pentane extractable hydrocarbons in native, annual sunflower. This is 
continuation of our research on sunflowers (Adams and TeBeest, 2016; Adams, et al. 2016). 

MATERIALS AND METHODS 


Population locations - see Appendix I. 

The lowest growing, non-yellowed, 8 mature leaves were collected at stage R 5. 1-5.3 (Figure 1) 
when the first flower head opened with mature rays. The leaves were air dried in paper bags at 49° C in a 
plant dryer for 24 hr or until 7% moisture was attained. 



Figure 1. Growth stages of wild (H. annuus) sunflowers, Gruver, TX. Note black ants on the bud and 
leaves in lower right photo (from Adams et al. 2016). Sunflower growth stages termination is from 
Schnetter and Miller(1981). 


Leaves were ground in a coffee mill (1mm). 3 g of air dried material (7% moisture) were placed 
in a 125 ml, screw cap jar with 20 ml pentane, the jar sealed, then placed on an orbital shaker for 18 hr. 
The pentane soluble extract was decanted through a Whatman paper filter into a pre-weighed aluminum 
pan and the pentane evaporated on a hot plate (50°C) in a hood. The pan with hydrocarbon extract was 
weighed and tared. 



Phytologia (Jan 19, 2017) 99(1) 


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RESULTS 

The yields of hydrocarbons (HC) by population are given in Table 1. The highest yield (8.60%) 
was from Gruver, TX followed by Lake Tanglewood, TX (8.47%) in the Texas Panhandle. The lowest 
yield was from Woodward, OK (2.62%) and Eagle Nest, NM (2.62%) followed by cultivated sunflowers 
(Oslo, TX)(3.20%). The Woodward population had smooth leaves as found in cultivated sunflowers. 
The plants and leaves were very large, although the heads were small. It appears that the Woodward 
population was a product of crosses between native and cultivated sunflowers and this resulted in the very 
low oil yield. 

To visualize the variation in HC yields, the means were contour mapped (Fig. 2). Notice that the 
highest yields are in the Texas Panhandle. The lowest yields are in the west (EN, AZ, RO) and just off 
the caprock, east of the Texas Panhandle (PT, QN). The low yield at the WO (Woodward, OK) is in a 
population that is likely of hybrid origin between native and cultivated sunflowers. The southern Idaho - 
northern Utah area had medium-high yields. Of interest are the four populations near Waco, TX (MC, 
EC, LC, HC) that have 6.2, 5.3, 3.6, and 4.9% yields in a very small area. At this time, it is not known if 



Figure 2. Geographic variation in % yields of HC by population. The asterisk (*) at the WO population 
indicates that the population is likely of hybrid origin between native and cultivated sunflowers. Note the 
low yield from a commercial sunflower field near Oslo, TX (lower left). See text for discussion. 


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Phytologia (Jan 19, 2017) 99(1) 


the variation in yields is due to genetics or the environment. It is interesting that the correlation between 
% yield and leaf weight as only r= 0.18 (highly significantly different from zero, df = 327). But the 
correlation accounts for only 3.24% (r^) of the variance. Thus, breeding for both increased % yields of 
HC and biomass seems feasible. 

The variability of yields by population is mapped in Figure 3. Population variability in HC yields 
varied geographically and also between adjacent populations, suggesting the micro-habitat environments 
are important as well as limited genetic population size. One of the least variable populations was 
Pocatello, ID (POI, Fig. 3). This was a population of perhaps 50 plants, growing next to the sidewalk at 
an on-ramp to 115. It seems likely that POI is very inbred. The Brigham City, UT (BU) population, in a 
disturbed vacant lot where a new mall was recently built, was much more variable (Fig. 3). BU contained 
perhaps 100 plants, but a more extensive group of sunflowers grew nearby. 

Clearly the most unusual situation was the Waco, TX area where 4 nearby populations (MC, FC, 
LC, HC, Fig. 3) showed very small to large amounts of variation in their HC yields. MT (Montrose, KS) 
was from only 3 cultivated plants raised from seed, so its small variability may be just chance. 



Figure 3. Population variability (coefficient of variation in HC yields) for the 29 populations sampled. 
The size (diameter) of the circles is proportional to their coefficient of variation. 


Phytologia (Jan 19, 2017) 99(1) 


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The total yields of HC per the weight of 8 mature leaves is a measure of the grams of HC per 
plant (likely larger than if the entire plant were extraeted). In Table 1, the yields range from 0.114 g/ 8 
mature leaves (Eagle Nest, NM) to 1.428 g (Gruver, TX). Variation in yields shows (Fig. 4) the highest 
yields were in the Texas Panhandle (1.20 g - 1.23 g) and Ellsworth, KS (1.0 g) and Enid OK (0.88 g). 
The lowest yields were in the southwestern United States. Note the difference between the San Diego, 
large leaves (SL, .43 g) and small leaves (SS, .27 g). These are plants collected from the same 
population. Recall that the % yields were quite similar (Table 1, SS, 4.59%; SL, 4.68%). 

The four populations near Waco, TX are quite variable and yields ranged from 0.26 g to 0.74 g. 
Whether this is due to micro-habitat environments or genetically isolated populations is not known at this 
time. 



Figure 4. Geographic variation in the HC yields (g/ weight of 8 mature, dried leaves, basis). 


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Phytologia (Jan 19, 2017) 99(1) 


The frequency distribution (329 individuals, Fig. 5) shows yields ranged from 1.0 to 12.63% with 
a skewed, normal distribution, and tailing towards the highest yielding plants (Fig. 5). The mean was 
5.33%, with the top 5% being larger than a 8.7% yield. Seed from high yielding plants have been 
collected in preparation to examine genetic and environmental factors. 



Figure 5. Frequency distribution of HC yields for 329 H. annuus plants. See text for discussion. 

This study revealed the range of variation in native sunflowers is quite large, from 1.0 to 12.63%. 
It is remarkable to find such a wide range, but indicates the potential of H. annuus to produce copious 
amounts of hydrocarbons for use as fuel and in the petro-chemical industry. Many of the highest yielding 
plants were severely eaten by grasshoppers and covered with black (sugar) ants, feeding on resin extruded 
from the stem, petioles and leaf bracts. It could be that the high yields were responses to insect damage 
that induced defense chemicals. The induction of chemical defenses will be examined in a subsequent 
study, along with study of the effects of genetics vs. the environment on the production of hydrocarbons. 

LITERATURE CITED 

Adams, R. P., M. F. Balandrin, K. J. Brown, G. A. Stone and S. M. Gruel. 1986. Extraction of liquid 
fuels and chemical from terrestrial higher plants. Part I. Yields from a survey of 614 western United 
States plant taxa. Biomass 9: 255-292. 

Adams, R. P. and G. J. Seiler. 1984. Whole plant utilization of sunflowers. Biomass 4:69-80. 

Adams, R. P. and A. K. TeBeest. 2016. The effects of gibberellic acid (GA3), Ethrel, seed soaking and 
pre-treatment storage temperatures on seed germination of Helianthus annuus and H. petiolaris. 
Phytologia 98: 213-218. 

Adams, R. P., A. K. TeBeest, B. Vaverka and C. Bensch. 2016. Ontogenetic variation in pentane 
extractable hydrocarbons from Helianthus annuus. Phytologia 98: 290-297 
Pearson, C. H., K. Cornish, C. M. McMahan, D. J. Rath and M. Whalen. 2010a. Natural rubber 

quantification in sunflower using automated solvent extractor. Indust. Crops and Prods. 31: 469-475. 
Pearson, C. H., K. Cornish, C. M. McMahan, D. J. Rath, J. L. Brichta and J. E. van Fleet. 2010b. 

Agronomic and natural rubber characteristics of sunflower as a rubber-producing plant. Indust. Crops 
and Prods. 31: 481-491. 

Schnetter, A. A. and J. F. Miller. 1981. Description of sunflower growth stages. Crop Sci. 21: 901-903. 
Seiler, G. J., M. E. Carr and M. O. Bagby. 1991. Renewables resources from wild sunflowers 
(Helianthus spp., Asteraceae). Econ. Bot. 45: 4-15. 


Phytologia (Jan 19, 2017) 99(1) 


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Table 1. Yields of hydrocarbons (HC) H. annuus, from natural populations. Coefficient of variation 
computed as standai'd deviation / mean. 


popn id, 
sample ids 

population sampled 

weight 

81vs 

% yield 
corr'd* 

Coef. of 
variation 

Range of 
yields 

yield 
g/8 Ivs 

PT PI - PO 

14935 Post, TX 

8.83 

4.36 

0.317 


0.385 

QNQl-QO 

14936 Quanali, TX 

14.41 

4.32 

0.238 

(2.88,5.62) 

0.623 

MK Ml -MO 

14939 Meade, KS 

10.38 

5.64 

0.186 

(3.91,7.21) 

0.585 

DKDl-DO 

14940 Dodge City, KS 

9.75 

3.52 

0.262 

(2.68,5.49) 

0.346 

EKEl-EO 

14941 Ellsworth, KS 

18.74 

5.38 

0.240 

(3.63,7.35) 

1.008 

TOTl-TO 

14942 Tulsa. OK 

13.64 

4.56 

0.236 

3.16,6.04) 

0.622 

EOOl-OT 

14943 Enid, OK 

17.60 

4.97 

0.239 


0.875 

WO Wl-WO 

14944 Woodward, OK, 
very large, smooth leaves 

19.64 

2.62 

0.155 

(1.92-3.09) 

0.515 

STSl-SO 

14945 grown from seed, ex 
Sonora" TX,P1413168 

11.47 

5.19 

0.329 

(1.99-7.55) 

0.595 

OS Ol-TO 


6.75 

5.95 

0.203 

(4.19-8.17) 

0.406 


14947 Lake Tanglewood, TX 


■IH 




LT: Ll-LO 

7/12/16, 1st collection 

16.65 



(6.73-12.15) 

1.410 

L2: LA-LJ 

7-20-16, 2nd collection 

13.92 



(5.63-9.06) 

1.018 





0. 1 95 avg 

(5.63-12.15) 

1.214 

ID 11-19 

14948 grown from seed, ex 
Idaho, PI 531028 

2.77 

3.23 

0.432 

(1.0-6.14) 

0.089 

SS SA-SJ 

14950 San Diego, CA, 
small leaves 

5.83 

4.59 

0.292 

(2.75-7.51) 

0.268 

SL SK-ST 

14951 San Diego, CA, 
large leaves 

9.04 

4.68 

0.218 

(2.75-6.11) 

0.432 


14952 Gruver, TX 






GT1:G1-G0 

GTl 1-10 1 mi south 

16.93 

7.26 

0.244 

(5.01-11.06) 


GT2:GA-GJ 

GT2 11-20 Imi south 

18.03 

7.92 

0.198 

(6.25-10.78) 


GT3:GKGT 

GT3 21-30,2mi E, Rodeo 

12.50 

8.16 

0.164 

(7.00-10.51) 

1.020 

GT4:A1-AT 

GT4 31-40, 1 mi south 

14.50 

8.60 

0.235 

(6.52-12.63) 

1.247 




7.99 avg 

0.201 avg 

(5.01-12.63) 

1.231 

SC 10-60 

14953 cultivated sunflower 
crop, Slough Farm, Oslo, TX 

12.41 

3.20 

0.134 

(2.75-3.85) 

0.397 

MC IM-OM 

14976 McLennan Co., TX 
Holmes 16654 

11.95 

6.18 

0.144 

(4.74-7.76) 

0.739 

EC IF-OF 

14977 Falls Co., Satin, TX 
Holmes 16656 

9.49 

5.29 

0.142 

(4.19-6.59) 

0.502 

EC IL-OL 

14978 Limestone Co. Mt. 

Calm, TX Holmes 16658 

6.13 

3.58 

0.313 

(2.61-6.25) 

0.219 

HC IH-OH 

14979 Hill Co., TX Holmes 
16661 

5.21 

4.92 

0.372 

(2.61-8.65) 

0.263 

EN lE-OE 

14980 Eagle Nest, NM 

4.34 

2.62 

0.326 


0.114 

LUUl-UO 

15023 Logan, UT 

7.57 

5.44 

0.257 

(3.98-8.67) 

0.412 

PI IP-OP 

15024 Preston, IT 

4.29 

6.30 

0.278 

(3.91-9.34) 

0.270 

POI II-OI 

15025 Pocatello, ID 

7.99 

5.71 

0.160 

(4.46-7.55) 

0.456 

SEC 1 U-OU 

15026 Mill Creek, Salt 

Lake City, UT 

9.54 

5.74 

0.266 

(3.91-8.22) 

0.548 

RORl-RO 

15027 Redmond, OR 

5.74 

4.06 

0.226 

(3.37-6.28) 

0.233 

CN IC-OC 

14981 Capuhn, NM 

3.51 

5.29 

0.280 

(3.16-8.34) 

0.186 

MT MA-MC 

14982 grown from seed ex 
Montrose, KS, PI 413033 

8.44 

4.91 

0.089 

(4.65-5.42) 

0.414 

































































































































































































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Phytologia (Jan 19, 2017) 99(1) 


popn id, 
sample ids 

population sampled 

weight 

8 Ivs 

% yield 
corr'd* 

Coef. of 
variation 

Range of 
yields 

yield 
g/8 Ivs 

AZ Zl-ZO 

15021 Camp Verde, AZ 

4.48 

3.79 

0.332 

(1.72-5.56) 

0.170 

BUBl-BO 

15022 Brigham City, UT 

5.70 

5.90 

0.312 

(2.90^8.31) 

0.336 

RNRl-RO 

15029 Reno, NV 

2.87 

5.11 

0.299 

(2.89-7.90) 

0.142 


*coiTection factor = soxhlet, 6hr extraction/ pentane 18 hr shaker yield = 2.06 


Appendix I Population locations. 

Helianlhus petiolaris 

common along roadside in sandy soil, flowering. 8.3 mi SW of Fritch, TX on TX 136, 35° 31' 53" N, 101° 38' 31" W. 3360 ft, 
Date: 4 June 2016, County: Potter; State: TX 
Coll. Robert P. Adams No. 14937 

Helianthiis annuiis L. below: 

common along railroad and roadside in sandy soil, flowering. 5.3 mi SE of Post TX on US 84, 33° OF 53" N, 101° IT 25" W, 
2300 ft. Date: 4 June 2016 County; Garza; State: TX 
Coll. Robert P. Adams No. 14935 

common along fence row and roadside in sandy soil, flowering.? mi SE of Quanah, TX on US 287,34° 15' 57" N, 99° 36' 46" W, 
1450 ft. Date: 5 June 2016 County; Hardeman; State: TX 
Coll. Robert P. Adams No. 14936 

1.5 mi s of Meade, on KS23, low area in edge of wheat field, 100s of plants in population, but generally uncommon. ~5% 
flowering. 37° 15' 49" N, 100° 20' 40" W, 2433 ft. Date; 7 July 2016; County: Meade; State: KS 

Coll. Robert P. Adams No. 14939 

8.5 mi NE of Dodge City, US 50, several on dirt piles of highway dept., but generally uncommon. ~5% flowering, 37° 47' 06" N, 
99° 53' 14" W. 2534 ft. Date; 7 July 2016, County: Ford; State: KS 

Coll. Robert P. Adams No. 14940 

1.6 mi e of Ellsworth on KS140, on fence row on s side of wheat field, 20 plants, but generally uncommon. -10% flowering. 38° 
44' 24" N, 98° 1 1' 53" W, 1600 ft. Date: 7 July 2016, County: Ellsworth; State; KS 

Coll. Robert P. Adams No. 14941 

15 plants on disturbed area next to South Ash St. (just south of OK364), but generally uncommon, Jenks, OK (sw suburb of 
Tulsa). -5% flowering. 36° 00' 57.85" N, 95° 58' 07.61" W, 613 ft. Date: 9 July 2016, County: Tulsa; State: OK 
Coll. Robert P. Adams No. 14942 

5.5 mi e of Enid on OK412,on fence row, side of wheat field, few plants but generally uncommon, ca 5% flowering, -5% 
flowering. 36° 23' 51" N, 97° 46' 51" W, 1160 ft.. Date: 9 July 2016, County: Garfield; State; OK 
Coll. Robert P. Adams No. 14943 

smooth leaves! 2.8 mi e of Woodward on OK412,on fence row, side of grass field, few plants but generally uncommon, ca 5% 
flowering mostly pre-flowering. 36° 25' 53" N, 99° 20' 28" W, 1880 ft.. Date: 9 July 2016, County: Woodward; State: OK 
Coll. Robert P. Adams No. 14944 

cultivated at Oslo, TX, from seed (USDA P1413168-NC7) ex Sonora, TX. 80% flowering, 36° 25' 12.3" N, 101° 31' 54.6" W, 
3239 ft, Date: 12 July 2016, County: cult in Hansford; State: TX. 

Coll. Robert P. Adams No. 14945 




Phytologia (Jan 19, 2017) 99(1) 


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native in grassland, JP & Amy TeBeest farm, 1 mi. s of Oslo Lutheran Church. ~5% flowering. 36° 25' 12.3" N, 101° 31' 54.6" 
W, 3239 ft.. Date: 12 July 2016, County: Hansford; State: TX 
Coll. Robert P. Adams No. 14946 

2- 3 ft plants, lots of resin on petioles and leaf veins, many sugar (black) ants, most with wilted leaves, very dry in July, common 
in native grass and on disturbed roadside, brush dump area. Lake Tanglewood, -50% flowering, 35° 04' 23.7" N, 101° 47' 29.0" 
W, 3239 ft.. Date: 12 July 2016, County: Randall; State: TX 
Coll. Robert P. Adams No. 14947 

cultivated at Oslo, TX, from seed (USDA PI 531028) ex Idaho, 80% flowering.36° 25' 12.3" N, 101° 31' 54.6" W, 3239 ft. 

Date: 12 July 2016, County: cult in Hansford; State: TX 
Coll. Robert P. Adams No. 14948 

plants 2' tall, with small leaves, along San Pasqual Rd, 33° 05' 08.2" N, 117° 01' 46.2" W, 353 ft. 

Date: 6 July 2016, County: San Diego; State: CA, Coll. Jim A. Bartel 1636 
Lab Acc. Robert P. Adams No. 14950 

plants to 8' tall, with large leaves, along San Pasqual Rd, 33° 05' 08.2" N, 117° 01' 46.2" W, 353 ft/ Date: 8 July 2016, County: 
San Diego; State: CA, Coll. Jim. Bartel 1636 
Lab Acc. Robert P. Adams No. 14951 

2-3' tall, 10% flowering, lots of damage to leaves by grasshoppers, etc., some with many black (sugar) ants, copious resin at base 
of leaves, along fence row, on TX 206, 1-5: 1.2 mi s, 6-10: 1.3 mi. s of Gruver, TX. 36° 14' 52" N, 101° 24' 52" W, 3161 ft. 

Date: 16 July 2016, County: Hansford; State: TX 
Coll. Robert P. Adams No. 14952 

cultivated, irrigated near Oslo, TX, on Slough farm, at R-5.1 stage. 36° 22' 42.17" N, 101° 37' 21.4" W, 3350 ft., leaves mostly 
smooth. Date: 17 July 2016, County: cult in Hansford; State: TX 
Coll. Robert P. Adams No. 14953 

Coll. Walter Holmes 

(WCH 16654) McLennan Co. 12* Street at Flat Creek, Robinson (Waco), 27 July 2016 , Walter Holmes 
Lab Acc. Robert P. Adams 14976 

(WCH 16656) Falls Co. near Satin on FR 434, prairie roadside, 28 July 2016, Walter Holmes 
Lab Acc. Robert P. Adams 14977 

(WCH 16658) Limestone Co. near jet of Limestone Co roads 102 and 106, south of Mt. Calm, prairie, 29 July 2016, Walter 
Holmes 

Lab Acc. Robert P. Adams 14978 

(WCH 16661) Hill Co. US Hwy 84, West of Mt. Calm near jet with West Somers Lane, 29 July 2016, Walter Holmes 
Lab Acc. Robert P. Adams 14979 

roadside waste area. Eagle Nest, NM, 36° 33.650' N, 105° 15.969' W, 8260 ft. Date: 8 Aug 2016, County: Colfax; State: New 

Mexico, Coll. Amy TeBeest 

Lab acc. Robert P. Adams 14980 

roadside waste area, Capulin (city), NM, some grasshopper damage, 36° 44.527' N, 104° 00.178' W, 6820 ft. 

Date: 8 Aug 2016, County: Union: State: New Mexico, Coll. Amy TeBeest 
Lab acc. Robert P. Adams 14981 

cultivated at Oslo, TX, from seed (USDA PH413033), ex Montrose, KS. Date: 2 Aug 2016, Coll. Amy TeBeest, 

Lab acc. Robert P. Adams 14982 

along roadsides. 16-18 mi east of Camp Verde on AZ 260. 34.489° N, 111.597° W, 5900 ft. Date: Aug. 27, 2016, County: 
Yavapai; State: AZ, Coll. David Thornburg ns. 


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Phytologia (Jan 19, 2017) 99(1) 


Lab. acc. Robert P. Adams No. 15021 

vacant lot behind new WalMart on disturbed soil, flowering and seeding, multiple branches. W1500S, 775W, Brigham City, UT, 
41° 28' 57" N. 1 12° 01' 40" W, 4250 it, Date: Sept. 2, 2016, County; Boxelder; State: UT 
Coll. Robert P. Adams No. 15022 

vacant lot behind new stores on disturbed soil on US 91 and E2000N, flowering and seeding, multiple branches. Logan, UT, 41° 
46' 09" N, 1 1 1° 49' 59" W, 4506 ft. Date: Sept. 2, 2016, County: Cache; State: Utah 
Coll. Robert P. Adams No. 1 5023 

vacant lot in new subdivision on disturbed soil off of OR hwy 34/36 & just on n edge of Preston, flowering and seeding, multiple 
branches. 42° 06' 40" N, 1 1 1 ° 52' 01 " W, 4703 ft. Date: Sept. 2, 2016, County: Franklin; State: Idaho 
Coll. Robert P. Adams No. 1 5024 

next to sidewalk, on slope, next to freeway (115) access south, flowering and seeding, multiple branches, Pocatello, ID. 42° 52' 
49" N, 112°' 25' 35" W, 4625 ft. Date: Sept. 2, 2016, County; Bannock; State; Idaho 
Coll. Robert P. Adams No. 1 5025 

next to sidewalk, flowering and seeding, multiple branches, common along sidewalks. Mill Creek, UT. s side of 180 on 2000 E, 
east side of 2000E. 42° 52’ 49" N, 1 12°' 25' 35" W, 4625 ft. Date: Sept. 3, 2016, County: Salt Lake; State: Utah 
Coll. Robert P. Adams No. 1 5026 

disturbed ai'ea, vacant on SW Airport Way, ~373m sse of jet SW Airport Way & Veterans Way. Redmond, OR, 44° 15' 30" N, 
121°’ 09’ 54" W, 3035 ft, Date; Sept. 3, 2016, County: Redmond; State: Oregon 
Coll. Mark R. Corbet, ns, Lab Acc. Robert P. Adams No. 15027 

disturbed ai'ea, Neil Rd and west frontage road on 1580, s of Reno, NV. 39° 28' 11.6" N, 119°' 47' 20.4" W, 4485 ft. Date: Sept. 5, 
2016, County: Washoe; State: Nevada 

Coll. Chaunccy Parker, ns. Lab Acc. Robert P. Adams No. 15029. 



Phytologia (Jan 19, 2017) 99(1) 


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Seedling growth and leaf photosynthesis of Acer grandidentatum (Bigtooth maple, Sapindaceae) 

from isolated central Texas populations 

Terri L. Nelson Dickinson 

Department of Biology, University of Texas at San Antonio, One UTS A Cirele, 

San Antonio, TX 78249, USA terri.nelson.diekinson@gmail.eom 

and 

O. W. Van Auken 

Department of Biology, University of Texas at San Antonio, One UTS A Cirele, 

San Antonio, TX 78249, USA osear.vanauken@utsa.edu 

ABSTRACT 

Two experiments were eompleted to address issues eoneeming apparent reeruitment failure of 
native reliet populations of Acer grandidentatum Nutt. (Bigtooth maple) found in the Edwards Plateau 
Region of Central Texas. In the first experiment seedlings were grown in pots at 20, 40, 60 and 100% 
(open or full sun, 1615 ± 8 pmol/mVs). In the seeond experiment leaf photo synthetie rates of seedlings 
growing in sun or shade below a eanopy were examined. Growth of seedlings was greatest at 40% of the 
maximum light treatment or at a light level of 705 ± 22 pmol/m /s. Mortality was zero in the 40% light 
treatment and 100% at the highest light level tested. Light response eurves were generated using 
photosynthetie rates of five leaves of separate juvenile maples growing in full sun or understory eanopy 
shade. Rates were measured in the field at light levels from 0-2000 pmol/m /s. From these measurements 
a number of photosynthetie parameters were ealeulated and eompared. No signifieant differenees were 
seen between the eurves for sun and shade leaves of A. grandidentatum. The only signifieantly different 
photosynthetie parameter measured was the maximum photosynthetie rate (Knca)- The A,nax was low at 
3.89 ± 0.36 pmol COjIvc^ls for shade leaves and 5.23 ± 0.36 pmol C02/m^/s for sun leaves. The light 
saturation point, the light eompensation point and other ealeulated faetors were low as well, but not 
signifieantly different. Acer grandidentatum is a shade tolerant speeies with a low photosynthetie rate 
whieh seems to be part of the reason it ean persist in isolated Central Texas eanyon woodland 
populations. Published on-line www.phytologia.org Phytologia 99(1): 11-21 (Jan 19, 2017). ISSN 
030319430. 

KEY WORDS: light levels, CO 2 uptake, gas exehange rates, shade plants 


It has been ehallenging to understand faetors eontrolling growth and reeruitment of woody 
speeies in woodland and forest eommunities, although many researeh papers have dealt with the topie 
(Baker et al. 2005). This is true for native reliet populations of Acer grandidentatum Nutt, and other 
woody species that are present in the Edwards Plateau Physiographic Region of Central Texas (Van 
Auken 1988; Russell and Fowler 2004; Nelson Dickerson and Van Auken 2016). Acer grandidentatum 
is a small, deciduous, hardwood tree commonly known as bigtooth maple, but it has many other 
common names such as canyon maple, western sugar maple and others (Correll and Johnston 1970; 
Tollefson 2006). There has been some debate over the systematics of A. grandidentatum, but most 
current papers refer to it simply as A. grandidentatum, which is the convention that we will follow 
(Cronquist et al. 1997; Stevens 2001; Atha et al. 2011). The 129 Acer species have been traditionally 
grouped into the family Aceraceae, but more recently they have been considered as members of the 
subfamily Hippocastanoideae within the family Sapindaceae (Buerki et al. 2009; Watson and 
Dallwitz 2011). 

Anecdotal reports suggest a decline of recruitment of juvenile A. grandidentatum in central 
Texas (Riskind 1979; McCorkle 2007; Adams 2010; BCNPSOT 2010; Heidemann 2011). These 


12 


Phytologia (Jan 19, 2017) 99(1) 


same reports suggest the decline in recruitment is caused by browsing by large herbivores 
specifically by Odocoileiis virginianus (white-tailed deer). A recent study confirmed that A. 
grandidentatum seedlings protected from large herbivores had a greater rate of survival than 
unprotected seedlings (Nelson Dickinson and Van Auken 2016). With leaf removal, a reduction in 
plant net photosynthesis occurs. This leaf loss compromises the ability of the plant to replace lost 
biomass (Ellswoith et al. 1994)^ which is most readily shown in juveniles. A plant's photosynthetic 
parameters affect its inherent growth rate and thus its biomass (Jones and McLeod 1989). Thus, 
understanding a plant’s photosynthetic characteristics can help explain how an iudividual plant is 
able to compensate for episodes of herbivory and how it adapts to an environment that’s been altered 
by herbivoiy (Crowley 1997). Nevertheless, until now, there have been no studies that we could find 
concerning photosy nthetic rates of A. grandidentatum, 

PURPOSES 

The purposes of the present study were to determine the light requirements of juvenile A. 
grandidentatum plants and to compare differences in gas exchange rates at various light levels for 
leaves of sun and canopy shade A. grandidentatum plants. 

METHODS 

STUDY AITEAS-There were two study areas. The plant growth experiment was carried out 
on a non-shaded roof patio of the science building of the University of Texas San Antonio 
(98”34’26”W and 29"37’19”N). The gas exchange measurements were made at Lost Maples State 
Natural Area, in Bandera and Real counties about 114 mi west of San Antonio, Texas (29M9’11”N 
and 99^^34’59”W). 

SEEDLING GROWTH-On March 29, 2010, a total of twenty first-year seedlings were obtained 
from a commercial source (Janzow, Boerne, TX), transplanted and randomly placed into one of four light 
treatments (five plants/treatment). Plants were randomly placed (one each) into 15.0 cm diameter x 14.5 
cm tall pots lined with 3.79 L Ziploc® plastic bags containing 1350 g of soil. Additional nutrients were 
added as 5.5 g Osmocote per pot (14/14/14 NPK equivalent to 436 kg/ha nitrogen, 436 kg/ha 
phosphorous, and 436 kg/ha potassium). Plants were watered with deionized water as needed, usually 150 
mL every day (Janzow 2007). They were placed on a non-shaded roof-top patio on UTSA's Science 
building within each of the light treatments. 

Plants’ sunlight exposure was limited using shade boxes measuring 0.5 m wide, 0.5 m long, and 
1.0 m high. They were constructed with 1.3 cm diameter PVC pipe covered with zero to tliree layers of 
commercial black polyethylene shade cloth on five sides secured widi plastic zip ties (Rainbow Gardens 
and Lowe's Home Improvement Stores, San Antonio, TX) to adjust light levels in each treatment. 

Light levels were measured in each plant location, in each shade box on a clear day in May and 
October 2010 within ± 30 minutes of solar noon using a Li-COR® Ll-188 integrating quantum sensor 
(Li-COR, Inc. Lincoln, NE). Each shade box contained five A. grandidentatum seedlings (one/pot). Light 
levels were 100 % or maximum ( 1615 ± 8 pmol/m^/s, no shade clotli), 60 % (977 ± 42 pmol/mVs), 40 % 
(705 ± 22 pmol/nr/s), and 20 % (281 ± 1 pmol/m /s). Boxes were affixed to railings with zip ties and 
weighted with sand bags to prevent movement. Pots were covered with clear plastic during rainy weather 
to prevent flooding, nutrient and soil loss. 

Survival, aboveground, belowground and total dry mass were determined and recorded. Other 
plant responses were measured but not reported here (Nelson Dickinson 201 1). Plants were harvested on 
October 14, 2010, dried to a constant mass at 80‘^C, and weighed. Data were tested for normality usmg the 
Shapiro-Wilks test and for homogeneity of variance using Bartlett's test (Sail et al. 2005). If probability 



Phytologia (Jan 19, 2017) 99(1) 


13 


values fell below 0.05 on either test, data were transformed and retested. Aboveground dry mass, 
belowground dry mass, and total diy mass were log transformed, and then analyzed using a one-way 
ANOVA followed by Tukey-Kramer HSD. ANOM for proportions was used with a probability level of 
0.05 to determine if there were differences in mortality across treatments (McKinley and Van Auken 
2005). 


GAS EXCHANGE MEASUREMENTS-Ten Acer grandidentatum saplings were randomly 
selected in and adjacent to a deer exclosure at Lost Maples State Natural Area, in Sabinal Canyon, Texas. 
One fiilly expanded, complete leaf was selected on each plant; five leaves from the shaded canopy 
understory plants and five from the open no canopy, full sun plants. The Li-Cor 6400 portable 
photosynthetic meter was used to measure gas exchange as a function of light level, or photosynthetically 
active radiation (PAR), for each leaf Measurements were made with plants flilly leafed out in May 201 1, 
within ± three hours of solar noon using a gas flow rate of 400 pmol/s and a CO 2 concentration of 390 
pmol/mol at PARs of 2000, 1600, 1200, 1000, 800, 600, 400, 200, 100, 50, 25, 10, 5, and 0 pmol/niVs. 
Each leaf used covered the entire chamber. 

Two light response curves were generated, one for sun leaves and one for shade leaves. 
Photosynthetic rates along each curve were tested for nonnality using the Shapiro-Wilks test and for 
homogeneity of variance using Bartlett’s test (Sail et al. 2005). A repeated measures ANOVA was 
completed to deteraiine if there were significant differences between the tu^o leaf types. A one-way 
ANOVA with Tukey’s HSD was used to determine differences in photosynthetic rates at different light 
levels. For the sun and shade treatments, the maximum rate of photosynthesis (A,,,^.;) was determined, 
along with transpiration and conductance at the A,^^- The initial slope of the curve, or quantum yield 
efficiency, was also measured. The PAR value at wEich tliis line reached A,„„v was the light saturation 
point (L.S/,). Other factors measured were the dark respiration (R^/), the curve's y-intercept and the light 
compensation point (L,.,,), the line's x-intercept. These values were also tested for normality using the 
Shapiro-Wilks test and for homogeneity of variance using Bartlett's test, then compared using a one-w'ay 
ANOVA (Sail et al. 2005). 


RESULTS 

SEEDLING GROWTH-Total dry mass was significantly different across the four light 
treatments (One-way ANOVA; F = 4.6639, P = 0.0159) (Figure 1). The mean total dry mass in the 100 % 
sunlight treatment was 0.52 ± 0. 1 1 g/plant. This was significantly different from tlie 40 % treatment, but 
was not significantly different from 20 % or 60 % treatments (P = 0.01290, 0.8802, 0.5003 respectively) 
(Tukey- Kramer HSD). The mean total dry mass in the 40 % sunlight treatment was greatest at 1.40 ± 
0.67 g/plant. This was significantly different from the 100 % treatment {P = 0.0129), marginally different 
from the 20 % treatment (P = 0.0555), but not significantly different from the 60 % treatment (P = 
0.1335). 


Aboveground dry mass was signiifeantly different across the four treatment levels (one-w^ay 
ANOVA, P = 0.0156), but only slightly different and only significantly different between the 20 and 100 
% treatments (Figure 1). Belowground dry mass was significantly different across all four light treatment 
levels (one-way ANOVA, P = 0.0492), but we could not determine where the differences were with the 
Tukey-Kramer HSD (multiple range test; Figure 1 ), thus the letters in the figure are all the same across all 
light levels. 

Mortality was complete in the full sunlight treatment (100 %), while at the 40 % light level, there 
was zero mortality (Figure 2). Both of these values were significantly different from the mean at the 0.05 
level (ANOM for Proportions; LDL = 0, UDL = 0.868). Twenty percent mortality occurred in the 60 % 



14 


Phytologia (Jan 19, 2017) 99(1) 


light level and 40 % mortality in the 20 % light level, neither of which were statistically significant 
(ANOM for Proportions; LDL = 0, UDL = 0.868). 

GAS EXCHANGE RATES -Photosynthetic light response curves for full sun and shade leaves of 
A. grandidentatum were not significantly different from each other (repeated measures AN OVA, P = 
0.0709, Figure 3 A and B). Mean photosynthetic rate for shade leaves of A. grandidentatum was 2.27 ± 
0.23 pmol C02/m"/s, which was not significantly different from the mean photosynthetic rate for sun 
leaves that was 2.94 ± 0.36 ^unol C02/mVs (one-way ANOVA, P = 0.0709). 

Mean maximum photosynthetic rate (A^tv) for shade leaves of A. grandidentatum was 3.89 ± 0.36 
pmol C02/m"/s at a PAR of 880 pmol/mVs, while the A,„^a for sun leaves of was 5,23 ± 0.36 pmol 
C02/m“/s at a PAR at of 1200 pmol/m'/s (Table 1). Amux values were significantly different from each 
other (one-way ANOVA, P = 0.0296), while the PARs at the A,nt,x values were not significantly different 
between treatments (one-way ANOVA, P = 0.2861). 

The quantum yield efficiency or initial slope or IS) for shade leaves (0.030 ± 0.010 pmol 
C02/( pmol quanta) was not significantly different from that of sun leaves (0.032 ±0.010 pmol C02/(pmol 
quanta) (one-way ANOVA, P = 0.0677, Table 1). The liglit compensation point (Lcp), the light saturation 
point (Lsp) and dai*k respiration (Rj) for shade leaves were not significantly different from the sun leaves 
(one-way ANOVA, P = 0. 1431, 0.2618 and 0.0758 respectively. Table 1). 

There were no overall significant differences in mean transpiration rate between sun and shade 
leaves (repeated-measures ANOVA; P = 0.2274) (Table 1). However, the transpiration rate for sun 
leaves increased from 0.34 ±0.12 mmol H20/m"/s at the lowest light level to 1.47 ± 0.12 mmol H20/nr/s 
at the highest light level tested with a few significant differences. Usually significant differences were 
between the lowest light level and the highest (one-way ANOVA; P < 0.000 1 ; Tukey - Kramer HSD; P < 
0.05) (data not shown). The mean transpiration rate for shade leaves increased from 0.36 ± 0.08 mmol 
H20/m“/s to 1.04 ± 0.08 mmol H20/mVs with a similar trend in significant differences (one-way 
ANOVA; P < 0.0001; Tukey - Kramer HSD; P < 0.05) (data not shown). 

There were no overall significant differences in mean stomatal conductance between sun and 
shade leaves (repeated-measures ANOVA; P = 0.9305) (Table 1). However, the conductance for sun 
leaves mcreased from 0.01 ± 0.01 mol H20/nr/s to 0.05 ± 0.01 mol HoO/m^/s with few significant 
differences. Usually significant differences were between the lowest light level and the highest (one-way 
ANOVA; P < 0.0001; Tukey - Kramer HSD; P < 0.05) (data not shown). The conductance for shade 
leaves increased from 0.02 ± 0.05 mol H20/m~/s to 0.04 ± 0.05 mol H20/m"/s with few significant 
differences and trends similar to transpiration (one-way ANOVA; P < 0.0001; Tukey - Kramer HSD; P < 
0.01) (data not shown). 


DISCUSSION 

Acer grandidentatwn seedlings grew best m the 40 % light treatment, which was 705 ± 22 
pmol/m/s, and most closely matches the light levels found below an A. grandidentatum canopy at Lost 
Maples State Natural Area. This was where there were higher numbers of A. grandidentatum saplings and 
mature trees and suggests better seedling survival (Nelson Dickerson and Van Auken 2016). All of the 
plants survived in the 40 % light treatment, ^^frereas none of the A. grandidentatwn seedlings in the 
highest light exposure survived, supporting the hypothesis tliat this species is a shade and not a sun 
species. Light levels far above a plant’s light saturation point that do not cause an increase in 



Phytologia (Jan 19, 2017) 99(1) 


15 


photosynthesis, may cause damage to leaf tissues and the photosynthetic apparatus or increase water loss 
to the pomt of wilting and possibly mortality (Crawley 1997). 


Table 1. Mean ± one standard error for the maximum net photosynthetic rates light level (PAR) at 

the light saturation (Lsa,), light compensation points {Lcp), dark respiration rates (R^/), initial slope or 
quantimi yield efficiency (IS\ mean stomatal conductance (^ 5 ) and mean transpiration rate (E) of A. 
grandidentatiini leaves foimd m full sun and shade. Stars mdicate a significant difference between values 
for the two treatments (one-way ANOVA; P < 0.05). 


Parameter 

Shade leaves 

Sun leaves 

ATOaTpmol CO 2 / m/s) 

3.89 ±0.36* 

5.23 ±0.36* 

PAR at A,,k,.v (pmol/m/s) 

880 ±198 

1200 ±198 

Mean photosynthetic rate 

2.27 ±0.23 

2.94 ±0.23 

Lsat ( pmol/m/s) 

139.11 ± 18.48 

1 70.67 ± 18.48 

Lcp{ pmol/m/s ) 

9.74± 2.22 

14.83±2.22 

Re! (pmol C 02 /m"s) 

0.32 ± 0.05 

0.47 ± 0.05 

IS (pmol C02/(pmol quanta) 

0.032 ±0.010 

0.030 ±0.010 

gs (mol H 20 /m/s) 

0.04 ±0.01 

0.04 ±0.01 

E (mmol H 2 0/m/s) 

0.83 ±0.08 

0.99 ±0.12 


When plants are grown with msufficient light, they may have decreased leaf area, basal diameter 
and dry mass (Jones and McLeod 1989), but may increase their shoot height or decrease their leaf to 
shoot ratios (Holt 1995). Acer grand identatuin seedlings in the present study that received 20 % of 
ambient sunlight had high mortality and low growth (Figure 2). Similar deep shading of A. saccharum 
and Aesculus glabra seedlings in early spring led to 80 % mortality after tliree years, compared to 27 % 
mortality in control plants (Augspurger 2008). Though A. grandidentatum seems to be best characterized 
as a shade plant, it still requires approximate 40 % sunlight to compensate for its respiration to allow 
growth and surs/ival. The majority of growth for all experimental seedlings in the current study occurred 
in spring, during the first half of the experiment (not presented ). Growth for all plants slow ed through the 
intense heat and light of summer, and most mortality' was observed late m the experiment (Nelson 
Dickerson 2011). 

The current results differ somewhat from similar studies done on the closely related A. 
saccharum. First-year A. saccharum seedlings grown at 13, 25, 45 and 100 % sunliglit for one year 
increased their number of leaves and dry mass as light level increased, with maximum values found at 
100 % sunlight (Logan and Krotkov 1968). The study was conducted in Ontai'io, Canada, and does not 
disclose the actual light levels used in the experiment. It is quite possible that the amount of sunlight 
received by these plants was lower than tlie 100 % suggested. In addition, ambient temperature was 
significantly different tlian used in the current experiment due to the higher latitude and shorter day length 
or possibly other factors that were not the same as in the present study. However, A. saccharum is 
considered to be a shade plant (Logan and Krotkov 1968; Ellsworth et al. 1994; Kwit et al. 2010). 

Gas exchange rates of members of the genus Acer indicates the genus includes both shade 
tolerant and shade intolerant species (Morrison and Mauck 2007; Verdu and Climent 2007). While no 
infonnation on the photosynthetic parameters of A. grandidentatum have been identified in the literature, 
it is assumed to be at least moderately shade tolerant because of its distribution in protected canyon 
bottoms and as an understor>' late succession species (Conell and Johnston 1970; Bazzaz and Carlson 
1982; Nelson Dickerson and Van Auken 2016). The slow growth of A. grandidentatum also suggests 
shade tolerance, as photosynthetic parameters are closely tied to relative growth rates (Coley et al. 1985; 
Poorter 1990; Tollefson 2()06; Van Auken et al. 2016). 



16 


Phytologia (Jan 19, 2017) 99(1) 


Acer grandidentatum maximum photosynthetic rates of 3.89 ± 0.36 pmol COi/m /s for shade 
leaves and 5.23 ± 0.36 pmol C02/nr/s reported for sun leaves in the present study are consistent with 
classification of as a shade plant. Acer grandidentatum sun plants found at higher elevations, higher 
rainfall and lower temperatures appear to have higher values in fiill sun (Van Auken and Bush, in 
preparation, unpublished), but plants in shade had similar low A,„av values. Succession in many cases is 
driven by temporal differences in resource availability and paiticulai'ly by changes in available nutrients, 
especially nitrogen, and light levels (Tilman 1985; Van Auken and Bush 2013). 

Early succession sites usually have high light levels and low soil nitrogen. Usually early 
successional species ai*e shade intolerant and late successional species are shade tolerant (Boai'dman 
1977; Tilman 1985; Mooney and Ehleringer 1997; Valladaies and Niinements 2008; Van Auken and 
Bush 2013). As successional time passes and communities mature, increased canopy shading decreases 
available light at the soil surface and shade tolerant and higher soil nitrogen requiring plants become more 
common (Tilman 1985; Bush and Van Auken 1986; Van Auken and Bush 2013). Early successional 
species exhibit higher rates of photosynthesis, transpiration, and conductance than late successional 
species, while late successional or climax community species are more likely to be shade tolerant and 
reach tlieir light saturation points at much lower light levels (Horn 1974; Fumya and Van Auken 2009, 
2010; Wayne and Van Auken 2009; Van Auken and Bush 2011). Early succession sites also have greater 
variability in abiotic conditions, such as swinging between environmental extremes, so early successional 
plants frequently have greater plasticity in their adaptive responses than late successional species (Horn 
1974; Bazzaz and Carlson 1982; Holt 1995; Hull 2002; Van Auken and Bush 201 1). 

Bazzaz and Carlson (1982) measured photosynthetic rates of flill sun and shade leaves of fourteen 
speeies. They found that the difference between initial slope, light compensation point, and dark 
respiration for foil sun and shade leaves was much greater for herbaceous early succession species than 
for late succession hardwood species. The values they reported for late successional hardwoods are 
similar to foe values obtained for A. grandidentatum in the present study (Table 1). The present .study 
found no significant differences between most variables for sun and shade leaves, eonsistent with 
observations that A. grandidentatum is a late sueeession speeies (Bazzaz and Carlson 1982; Hull 2002). 

Light response curves for A. sacchamm seedlings in clearings had A^ax values of 3.32 pmol 
C 02 /mVs, w'hile understory individuals had values of 1.81 pmol C 02 /m“/s, the only factors that were 
significantly different between locations (Ellsworth and Reich 1992). We found similar values for A. 
grandidentauun m the present study. These tv\o species may be able to increase their photosynthetic rate 
to talce advantage of sunflecks, short term increases in light availability, but limited data is available. 
Acer grandidentatum seems to exhibit lower plasticity in photosynthetic rate than other woody species, 
which may affect its growth as well as its ability to become a dominant member of the canopy (Hull 
2002). Photosynthetic response curves below a forest canopy measured at four different times in a single 
growing season found that most light response parameters decreased during foe growing season and 
affinned that A, saccharum is shade tolerant, and seedlings must survive most of foeir first year in a 
densely shaded forest eanopy (Kwit et al. 2010). 

Measured transpiration rates {E) and stomatal eonduetanee (gs) rates for A. grandidentatum were 
low' compared to values for shade intolerant species (Boardman 1977; Bsoul et al. 2007). These rates 
indicated the stomates were open and CO 2 uptake was probably normal. Rates are consistent with values 
for shade tolerant species but not shade intolerant species (Horn 1974; Boaifonan 1977; Bazzaz and 
Carlson 1982; Tilman 1985; Holt 1995; Mooney and Ehleringer 1997; Valladares and Niinements 2008; 
Hull 2002; Van Auken and Bush 2013). 



Phytologia (Jan 19, 2017) 99(1) 


17 


Photosynthetic rates of A. grandidentatum were lower at high light levels than those of most other 
dominant plant species in the community at Lost Maples State Natural Area, but not at low light sub- 
canopy conditions (Furuya 2007; Grunstra 2011; Grunstra and Van Auken 2015). Differing light 
requirements have been shown to affect succession and plant community composition (Bush and Van 
Auken 1986; Wayne and Van Auken 2009; Van Auken and Bush 2011). Plants with low photosynthetic 
rates may experience difficulty growing below the canopy and then through the canopy without a 
disturbance to canopy plants. When this lowered potential is combined with browsing pressure, the effect 
can become even stronger (Van Auken and Bush 2009). Community composition in Sabinal Canyon in 
Lost Maples State Natural Area and other central Texas communities are likely affected by complex 
interaction of inherent photosynthetic capacities and abiotic requirements of the species present. This 
would including preferential feeding of large herbivores, and the effect of that herbivory on the biotic and 
abiotic conditions present in the environment. There are a number of species found in these central Texas 
communities that can grow at high light levels, but most cannot grow in deep shade below a closed 
canopy (Furuya 2007; Grunstra 2011; Grunstra and Van Auken 2015). 

THE FUTURE 

Populations of A. grandidentatum in central Texas are relatively rare and are really outlier 
populations. Management of these populations in the past has mostly been hap-hazard at best and 
dependent on the whims of owners of properties where they have been found. Understanding that they are 
understory/sub-canopy species or shade species was unknown until the present study. Sensitivity to native 
and domestic herbivores has been suspected for many years but not demonstrated until very recently. 
What will happen to these populations in the future? This is uncertain and difficult to predict. If their 
reproductive cycle is continually disrupted, they will become extinct in central Texas. If herbivory by 
native and domestic species is not reduced the same thing will happen. What is the timeline of the 
potential extinction of these isolated native populations? This is uncertain at this time. It is hard to say 
because apparently individuals can live for hundreds of years and the death rate of adults is unknown and 
the rate of recruitment of juveniles into these populations is not known either. 

ACKNOWLEDGEMENTS 

We thank Jeffrey Jackson, Vonnie Jackson, Matthew Grunstra and Anne Adams for reading an 
earlier draft of this manuscript and making many helpful corrections and suggestions. We also thank 
Amy Moulton and Jacque Keller for help formatting this manuscript. 


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20 


Phytologia (Jan 19, 2017) 99(1) 


Watson, L. andM.J. Dallwitz. 2011. The families of flowering plants: deseriptions, illustrations, 
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U) 

w 

(C 

E 

a 



20% 40% 60% 100% 


Light Level (% of Ambient) 


Figure 1. Mean aboveground (■), belowground and total dry mass of Acer grandidentatum at 
varying light levels as a pereentage of ambient sunlight. Bars indieate ± one standard deviation of the 
mean. Different letters on the same line indieate signifieant differenees for that faetor (one-way ANOVA; 
P < 0.05, Tukey - Kramer HSD; P < 0.05). 

1 * 

0.9 - 

^ 0.8 - 

I' 0.7 - 

t o.e - 

I 0.5 - 

0.4 - 
0.3 - 
0.2 - 
0.1 - 
0 - 

20% 40% 60% 100% 

Light Level (% of Ambient) 

Figure 2. Relative mortality (1=100%) of Acer grandidentatum seedlings grown at varying light levels is 
presented as a pereentage of ambient sunlight. The * indieates values whieh were signifieantly different 
from the mean (ANOM for Proportions, a = 0.05, LDL [lower deteetion limit] = 0, UDL [upper deteetion 
limit] = 0.868). There were no mortalities in the 40% light treatment. 



Phytologia (Jan 19, 2017) 99(1) 


21 




Figure 3. A. Mean photo synthetie rate of full sun and shaded leaves of A. grandidentatum as a funetion 
of light level (PAR). B. The lower portion of graph A between 0 and 100 PAR. Upperease letters 
represent values for sun leaves, while lowerease letters represent values for shaded leaves. Different 
upper or lowerease letters indieate signifieant differenees within the eurve (one-way ANOVA; P < 0.0001; 
Tukey -Kramer HSD; P < 0.05). Error bars represent ± one standard error. 


22 


Phytologia (Jan 19, 2017) 99(1) 


Discovery of Juniperus sabina var. balkanensis R. P. Adams and A. N. Tashev 

in western Turkey (Anatolia) 


Robert P. Adams 

Biology Department, Baylor University, Gmver Lab, Gmver, TX 79040, USA 

Robert Adanis@bavlor.edu 


Adam Boratynski 

Institute of Dendrology, Polish Aeademy of Seienees, Parkowa 5, 52-035, Komik, Poland 

Tugrul Mataraci 

Eskidji Mtiz. A§., Sanayi Cad. Vadi SokakNo:2, Yenibosna-Bah 9 elievler, Istanbul, Turkey 

Alexander N. Tashev 

University of Forestry, Dept, of Dendrology, 10, Kliment Oehridsky Blvd., 1756 Sofia, Bulgaria 

and 

Andrea E. Schwarzbach 

Department of Health and Biomedieal Seienees, University of Texas - Rio Grande Valley, 

Brownsville, TX 78520, USA. 

ABSTRACT 

Additional analyses of tmS-tmG and mDNA from herbarium speeimens from Europe revealed 
the presenee of J. sabina var. balkanensis in western Turkey near Izmir and expands the range previously 
known only from Bulgaria and adjaeent mountains in Greeee. A more detailed map of the taxon's 
distribution is presented. Published on-line www.phytologia.org Phytologia 99(1): 22-21 (Jan 19, 2017). 
ISSN 030319430. 

KEY WORDS: Juniperus sabina var. balkanensis, J. sabina, distribution, nrDNA, tmS-tmG, ehloroplast 
eapture. 


Reeently, Adams et al. (2016) reported on the eapture of J. thurifera (or an aneestor) ehloroplast 
by J. sabina var. balkanensis. Chloroplast eapture has been rarely reported in eonifers. In Pinus and 
other eonifers, Hipkins et al. (1994) eoneluded that "past hybridization and assoeiated 'ehloroplast 
eapture' ean eonfiise the phytogenies of eonifers." Bouille et al. (2011) found signifieant topologieal 
differenees in phylogenetie trees based on epDNA (vs. mtDNA sequenees) in Picea that suggested 
organelle eapture. 

In Juniperus, Terry et al. (2000) suggested that ehloroplast eapture was involved in the 
distribution of ep haplotypes in J. osteosperma in western North Ameriea. More reeently, Adams (2015 a, 
b) found widespread hybridization and introgression between J. maritima and J. scopulorum in the 
Paeifie northwest, with introgression from J. maritima into J. scopulorum eastward into Montana. The 
disparity between epDNA and nuelear markers (nrDNA and maldehy) suggested that ep eapture had 
oeeurred. 

The Juniperus of seetion Sabina, of the eastern hemisphere, ean be divided into two groups based 
on the number of seeds per female eone (often ealled berries) and female eone shape. The single 
seed/eone (single-seeded) Juniperus of the eastern hemisphere have eones that are ovoid with a 
notieeable pointed tip, whereas the multi-seeded Juniperus are generally globose and often have an 


Phytologia (Jan 19, 2017) 99(1) 


23 


irregular surface (Adams 2014). Juniperus sabina L. is a smooth leaf-margined, multi-seeded juniper of 
the eastern hemisphere. It is very widely distributed from Spain through Europe to Kazakhstan, western 
China, Mongolia and Siberia (Fig. 1). Juniperus sabina has a range that is discontinuous between Europe 
and central Asia; the species is generally a shrub less than 1 m tall and ranges up to 1-2 m wide. But in 
the Sierra Nevada of Spain, it forms a horizontal shrub. 



Fig. 1. Distribution (shaded areas) of J. sabina. x = outlying populations of J. sabina. 

Adams et al. (2016) showed that mDNA (ITS) did not resolve J. sabina populations due to the 
lack of sequence variation. 

However, their analyses (Adams et al., 2016) of cp DNA (petN-psbM, tmSG, tmDt, tmEF) 
revealed that J. sabina contained two kinds of cpDNA: typical J. sabina and J. sabina var. balkanensis 
cpDNA in a clade with J. thurifera (Fig. 2). 

It might be noted that J. sabina from Kazakhstan and Xinjiang form a clade (Fig. 2). The use of 
four cp regions resulted in a clade of the junipers from the western hemisphere (box. Fig. 2). 

In order to investigate the amount of divergence of the 'balkanensis' chloroplast from that of 
present day J. thurifera, a minimum spanning network was computed using both SNPs and indels, herein 
called mutations. This analysis found 52 mutations within the set: J. sabina {sensu stricto), J. sabina J. s. 
var. balkanensis and J. thurifera. The minimum spanning network (Fig. 3) shows that all the 
'balkanensis' plants differ by only 6-8 mutations from J. thurifera chloroplast. However, the nearest link 
connecting 'balkanensis' to J. sabina {sensu stricto) is 36 mutations! 

Notice (Fig. 3) that Azerbaijan/ Mongolia accessions group with Kazakhstan/ Xinjiang and this 
group differs by 7 mutations from the Europe/ Algeria group. This suggests that J. sabina in central Asia 
may be a different variety of J. sabina. That needs to be examined in more detail (in progress). 


24 


Phytologia (Jan 19, 2017) 99(1) 


_^7846 communis - outgroup 


7847 communis 
88 

100 ' 


53 


100 


oo ■ 

\ 100 . 


8785 excelsa 


100 


— 6184 pracera 
“ 8761 polycarpos 
8757 turcomanica 

8224 seravschanica, Kaz. 

8483 seravschanica, Pak. 

'5645 foetidissima 
8688 chin v sargentii 
8535 chinensis 
.8683. chin_v.p,rDc.u[tibjet)&. 
13726 'balkanensis' Bulg. 
13726 'balkanensis' Bulg. 

thur. v aWcana 
7083 thurifera 



97 


100 


66 


14722 ’balkanensis' Buig. 
94*" 1 4728 ’balkan ensis ’ Greece 

IQO I 7077 phoenicea 

' 7202 turbinata 

9061 tsukusiensis V taiwanensis 

1 “ 7820 semiglobosa v jarkendensis 

100 * — 8210 semiglobosa 
100 I 13633 microsperma 


100 


8532 erectopatens 


89 


■11056 maritima 
— 10231 virginiana 


93 




100 

— 10895 scopulorum 
10247 blancoi v huehuentensis 


88 

95 


98 


western 

hemi, 

junipers 


66849 blancoi 
8701 blancoi v mucronata 
35 r gradlior v ekmanii 
— U 7656 gracilior v urbaniana 
^5284 gracilior v saxtcola 
— 11080 bermudiana 
- 7664 gracilior 
— 9186 virginiana v. silidcola 
“ 7096 horizontalis 


56 


99 


5358 barbadensis 
5281 barb, v lucavana 


76 


100 


Bayesian 
petN-psbM, 
trnDT, trnLF 
3114 bp 


tree 

trnSG, 


8806 tsukusiensis 

- 7254 davurica v mongolensis 

10347 davurica v arenaria 

10348 davurica v arenaria 
-7252 davurica 

7253 davurica 

- 72_55 da_vurica v mongolensis 
r*7811 sabina. Kazakhstan 
^ "I 7812 sabina, Kazakhstan 
1 7836 sabina, Xingiang 
* 7836 sabina, Xingiang 

“ 7587 sabina, Altai Mtn, Mong. 

7585 sabina, Altai Mtn Mong. 

7586 sabina, Altai Mtn. Mong. 

7197 sabina. Sierra Nevada, Spain 

100 r ^^99 sabina, Sierra Nevada, Spain 

7573 sabina, Pyrenees 

7574 sabina, Pyrenees 
7612 sabina, Switzerland 
7614 sabina, Switzerland 

14316 sabina, Azerbaijan 

14317 sabina, Azerbaijan 


98 


Figure 2. Bayesian analysis based on four ep regions (adapted from Adams et af, 2016). 


Adams et al. (2016) eoneluded that J. sabina var. balkanensis eaptured the ehloroplast of an 
aneestor of the thurifera lineage during an aneient hybridization event at a time when speeies 
distributions overlapped. Beeause var. balkanensis has morphology almost identieal to J. sabina {sensu 
stricto), this hybridization event was likely followed by sueeessive baekerosses to J. sabina after the 


Phytologia (Jan 19, 2017) 99(1) 


25 


hybridization event, resulting in a nuelear genome, ineluding morphology, that is nearly identieal to J. 
sabina (sensu stricto). In faet, Adams et al, 2016 found in the mDNA analysis that J. s. var balkanensis 
was elearly interspersed in a elade with other J. sabina. So it is not surprising that a eomparison of the 
morphology of J. sabina and J. s. var. balkanensis, has, to date, revealed only a few quantitative 
differenees (Adams et al. 2016, Table 1). 



Figure 3. Minimum spanning network based on 52 mutations (SNPs + indels) in 4 ep markers (3 1 14 bp). 
The numbers next to the lines are the number of mutations for that link. The dotted line eonneets the 
thurifera ep taxa to the sabina ep taxa by 36 mutations. The dashed line is the seeond nearest neighbor of 
J. sabina to J. davurica ep type. (8 mutations). 

Juniperus sabina var. balkanensis is known only from sloping roeky limestone, at 1240 - 1630m, 
in the mountains of Bulgaria and northern Greeee (Fig. 4). Adams et al. (2016) postulated that it may 
oeeur northward into Romania, westward into Maeedonia and/ or eastward into northern Turkey. 


26 


Phytologia (Jan 19, 2017) 99(1) 


The purpose of the present paper is to report on a broader sampling of J. sabina from herbarium 
speeimens to more preeisely determine the distribution of J. sabina var. balkanensis. 



Fig. 4. Habit and habitat of J. 
var. balkanensis in the eastern 
Rhodopes mountains, Bulgaria. 
Juniperus communis, eolumnar 
trees, are in the baekground. 


MATERIAL AND METHODS 

Speeimens used in this study (speeies, popn. id., loeation, eolleetion numbers): J. chinensis, CH, 
Lanzhou, Gansu, China, Adams 6765-6767', J. sabina'. (SN), Sierra Nevada, Spain, Adams 7197, 7199, 
7200', (PY), Pyrenees Mtns., Spain/ Franee border, Adams 7573-7577', (SW), Switzerland, Adams 7611, 
7612, 7614, 7615', TS, Tian Shan Mtns., Xinjiang, China, Adams 7836-7838', Mongolia, Altai Mtns., 
Adams 7585-7587', Kazakhstan, PmAfior, Adams 7811-7812', Azerbaijan: Adams 14316-14320', 

J. davurica (DV), 15 km se Ulan Bator, Mongolia, Adams 7252, 7253, 7601', J. davurica var. arenaria 
(AR) sand dunes. Lake Qinghai, Qinghai, China, Adams 10347-10352', river bank, Gansu, J-Q. Liu and 
Adams 10354-10356', J. davurica var. mongolensis (MS) sand dunes, 80 km sw Ulan Bator, Mongolia, 
Adams 7254-7256', 

Collections of tcocon with non-J. sabina cpDNA in Adams, Schwarzbach and Tashev (2016): (acronyms 
used in Fig. 7) 

Bulgaria and Greece 

B1-B5 Eastern Rhodopes, Bulgaria, Adams 13725-13729 (A. Tashev 2012-1-5)', 

B6 Central Stara Plania, Sokolna reserve, Bulgaria, Adams 14721 (A. Tashev 2015 Balkan 7; 

B7-B9, Ba, Bb Rila Mountain, Bulgaria, Adams 14722-14726 (A. Tashev 2015 Rila 1.1-1. 3, 2. 1-2.2)', 
G1-G5 Mt. Tsena, Gxqqcq, Adams 14727-14731 {A. Tashev 2015 So. 1-5 Tsena)', 

Samples new for this study: (with Lab Acc. ID = Adams xxxxx) 

Austria 

14872 Austria, Alps, Otztal, Zwiselstein, N 46.935°, El 1.039°, 1650-1700m alt., leg. K. Boratyhska, 
A.Boratyhski, 2015, 15.001, KOR 51592, female 

14873 Austria, Alps, Otztal, Below Solden, N 46.994°, El 1.012°, 1300 alt., leg. K. Boratyhska, 
A.Boratyhski, 2015, 15.005, KOR 51596, male 

14874 Austria, Alps, Otztal, Below Solden, N 46.994°, El 1.012°, 1300 alt., leg. K. Boratyhska, 
A.Boratyhski, 2015, 15.005, KOR 51595, female 

France 

14863 Franee, Alps de Dauphine, St. Crepin, N 44.71°, E 6.61°, ea 1000m alt, leg. A. Boratyhski, K. 
Boratyhska 2003, 03.19.116, KOR 43778, female 


Phytologia (Jan 19, 2017) 99(1) 


27 


Italy 

14870 Italy, Alps, Val d’Aosta, Introd, Les Combes, N 45,689°, E 7.166°, 1250 m alt. Lag. K. 
Boratynska, A. Boratynski, 15.014. KOR 51590, female 

14871 Italy, Alps, Val d’Aosta. Introd, Les Combes, N 45.689°, E 7.166°, 1250 m alt. Lag. K. 
Boratynska, A. Boratynski, 15.013. KOR 51589, male 

Poland 

14858 Poland, Carpathians, Pieniny National Park, Facimiech, N 49.40°, E 20.43°, ca 600m alt. From 
specimen propagated vegetatively about 2005 and planted in dendrological garden of Forest Botany 
Chair, Forest Faculty, Poznan University of Lite Sciences 

Russia 

14865 Russia, Altay, Aktru Valley, SWW of Bielucha Mt., ca. N 49.80°, E 86.40°, 2500m alt., leg. 
FalNnowicz W., 2010. KOR 4796, female. 

Spain 

14860 Spain, Cuenca, Serrana de Cuenca, between Tragacete and La Cueva (Vega de Cordorno), N 
40.433°, W 1.905°, ca 1450 m alt, Ig. Boratynska K., Boratynski A., 2006, SP.06.026, KOR 44733, 
female 

14862 Spain, Teruel, Puerto de Cabigordo near Cedrillas E of Teruel, N 40.41°, WO. 95°, ca 1500m alt., 
Leg. A. Borat^Tiski, K. Boratynska, hlS_01.03.17, KOR 43212, 

14864 Spain, Sierra Nevada, Veleta Mt., above Alberque Universitario, N 37.09°, W 3.38°, ca 2500m alt., 
leg. A. Boratynski 1991, KOR 25299 

14866 Spain, Sierra Nevada, Monte Ahi de Cara, N 37.13°, W3.43°, 1900-2000m alt., leg. A.Boratyhski, 
Ja. Didukh., D.Tomaszewski, Z. Boratynski, KOR 46220, female 

14869 Spain, Leon, Los Banos de Luna, N 42.88°, W 5.87°, 1 150- 1200m alt., leg. K.Boratyhska, A. 
Boratynski, 2015, KOR 51542, female 

14875 Spain, Sierra de Albanacin, S of Brochales, N 40.50°, W 1.57°, ca 1600m alt., leg. A. Boratynski, 
K. Boratynska, 2006. female 

14876 Spain, Aragon, Moncayo, N 41.77°, W 1.80°, ca 1900-2000m alt, leg. D. Gomez, 2004, female 

Switzerland 

14867 Switzerland, Alps, Visp, Aussenberg, N 46.31°, E 7.87°, ca 950-1000m alt., leg. K.Boratyhska, 
A.Boratyhski, 2015, 15.016, KOR 51570, female 

14868 Switzerland, Alps, Visp, Aussenberg, N 46.31°, E 7.87°, ca 950-1000m alt., leg. K.Boratyhska, 
A.Boratyhski, 2015, 15.017, KOR 51581, male 

Turkey 

14861 Turkey, Manisa. Spil Dagi Milli Parki (National Park) (Tas Suret), N38.55°, L 27.42°, ca 1250 m 
alt., leg. A. Boralyhski, K. Boratyhska, 2005, TU_05/55, KOR 44573, female 

14934 Tiukey, Manisa, Spil Dagi Milli Pai'ki (National Park), N38°, 57', E 27° 41', 1024 m., Tii^‘ul 
Mataraci 2016-1 

14928 Turkey, Gumushane, Kurtun, Alctas village, Karakaya (Northeast Anatolia), 40° 36' 03" N, 38° 53' 
21" E., 2376 m. Coll. A. Kandemir 10745. 

Ukraine 

14859 Ulsiaine, Crimea, Chatyr Dag, N 44.773°, E 34.313°, 1100-1200m alt. Eg. A. Boratyhsld, G. 
Iszkulo, A. Lewandowski, 2006. UA06.007, KOR 45572 

Voucher specimens for all collections are deposited at Baylor University Herbarium (BAYLU) 
and Herbarium (University of Forestry, Sofia, Bulgaria). 

One gram (fresh weight) of the foliage was placed in 20 g of activated silica gel and transported 
to the lab, thence stored at -20" C until the DNA was extracted. DNA was extracted from juniper leaves 
by use of a Qiagen mini-plant kit (Qiagen, Valencia, CA) as per manufacturer's instructions. 
Amplifications were perfonned in 30 pi reactions using 6 ng of genomic DNA, 1.5 units Epi-Centre Fail- 
Safe Taq polymerase, 15 pi 2x buffer E (petN, tniD-T, trriL-F, tmS-G) or K (iirDNA) (final 
concentration: 50 inM KCl, 50 inM Tris-HCl (pH 8.3), 200 pM each dNTP, plus Epi-Centre proprietary 



28 


Phytologia (Jan 19, 2017) 99(1) 


enhancers with 1.5 - 3.5 mM MgCl 2 according to the buffer used) 1.8 gM each primer. See Adams, 
Bartel and Price (2009) for the ITS and petN-psbM primers utilized. The primers for tmD-tmT, tmL-tmF 
and tmS-tmG regions have been previously reported (Adams and Kauffmann, 2010). The PCR reaction 
was subjected to purification by agarose gel electrophoresis. In each case, the band was excised and 
purified using a Qiagen QlAquick gel extraction kit (Qiagen, Valencia, CA). The gel purified DNA band 
with the appropriate sequencing primer was sent to McLab Inc. (San Francisco) for sequencing. 
Sequences for both strands were edited and a consensus sequence was produced using Chromas, version 
2.31 (Technelysium Pty Ltd.) or Sequencher v. 5 (genecodes.com). Sequence datasets were analyzed 
using Geneious v. R7 (Biomatters. Available from http://www.geneious.com/) . the MAFFT alignment 
program. Further analyses utilized the Bayesian analysis software Mr. Bayes v.3.1 (Ronquist and 
Huelsenbeck 2003). For phylogenetic analyses, appropriate nucleotide substitution models were selected 
using Modeltest v3.7 (Posada and Crandall 1998) and Akaike's infomiation criterion. Minimum spanning 
networks were constructed from mutational events (ME) data using PCODNA software (Adams, Bartel 
and Price, 2009; Adams, 1975; Veldman, 1967). 

RESULTS 

The results of this study (and the previous, Adams et al. ,2016 study) are given in Table 1. The 
distribution of J. sabina var. balkanensis and J. sabina is shown in Fig. 5. The distribution of J. thurifera 



O balkanensis i 
thurifera 
chloroplast 


Figure 5. Distribution of J. sabina var. balkanensis and typical J. sabina chloroplast. The present day 
distributions of J. thurifera and var. africana (in north Africa) are shown in the insert on the lower left. 


Phytologia (Jan 19, 2017) 99(1) 


29 


is presented in the insert, lower left (Fig. 5). It appears that J. s. var. balkanensis has a quite restricted 
range. Additional samples are needed from Romania, Turkey and northwesterly from Albania/ 
Macedonia northwesterly to Slovenia to determine the distribution more precisely. 

At present level of understanding, the distributions of J. s. var. balkanensis and J. thuhfera do not 
appear to overlap, negating modem hybridization. However, there were large changes in plant 
distributions in the Pleistocene and earlier, it seem probable that J. thurifera-\\k& ancestors were 
sympatric with J. sabina, and presenting opportunities for cliloroplast capture from J. thurifera. 

ACKNOWLEDGEMENTS 

Thanks of A. Kandemir for the specimen of J. sabina from Aktas village, northern Turkey. This 
research was supported with ftmds provided by Baylor University. 

LITERATURE CITED 

Adams, R. P. 1975. Statistical character weighting and similarity stability. Brittonia 27; 305-316. 

Adams, R. P. 2014. The junipers of the world: Tlie genus Juniperiis. 4th ed. Trafford Publ., Victoria, BC. 
Adams, R. P. 2015a. Allopatric hybridization and introgression between Jimiperus mahtima R. P. Adams 
and J. scopulorum Sarg.: Evidence from nuclear and cpDNA and leaf terpenoids. Phytologia 97; 55- 
66 . 

Adams, R. P. 2015b. Allopatric hybridization and introgression between Jimiperus maritima R. P. Adams 
and J. scopulorum Sarg. 11. Additional Evidence from nuclear and cpDNA genes in Montana, 
Wyoming, Idaho and Utah. Phytologia 97: 189-199. 

Adams, R. P., J. A. Bartel and R. A. Price. 2009. A new genus, Hesperocyparis, for the cypresses of the 
new world. Phytologia 91: 160-185. 

Adams, R. P. and M. E Kauffmann. 2010. Geographic variation in nrDNA and cp DNA of Jimiperus 
californica, J. grandis, J. occidentalis and J. osteosperma (Cupressaceae). Phytologia 92: 266-276. 
Adams, R., A. E. Schwarzbach and A. N. Tashev. 2016. Chloroplast capture in Jimiperus sabina var. 
balkanensis R. P. Adams and A. N. Tashev, from the Balkan peninsula: A new variety with a histoiy^ 
of hybridization with J. thurifera. Phytologia 98: 100-111. 

Bouille, M., S. Senneville and J, Bousquet. 2011. Discordant intDNA and cpDNA phylogenies indicate 
geographic speciation and reticulation as driving factors for the diversification of the genus Picea. 
Tree Genetics & Genomes 7: 469-484. 

Hipkins, V. D., K. V. Knitovskii and S. H. Strauss. 1994. Organelle genomes in conifers; stmcture, 
evolution, and diversity. Forest Genetics 1: 179-189. 

Posada, D. andK. A. Crandall. 1998. MODELTEST: testing the model of DNA substitution. 
Bioinfonnatics 14; 817-818. 

Ronquist. F. and J. P. Huelsenbeck. 2003. Mi'Bayes 3: Bayesian phylogenetic inference under mixed 
models, Bioinfonnatics 19: 1572-1574. 

Terr}', R. C., R. S. Nowak and R. J. Tausch. 2000. Genetic variation in chloroplast and nuclear 

ribosomal DNA in Utah juniper {Jimiperus osteosperma, Cupressaceae): evidence of mterspecific 
gene flow. Am. J. Bot. 87: 250-258. 

Veldman, D. J., 1967. Fortran programming for the behavioral sciences. Holt, Rinehart and Winston 
Publ, NY. 



30 


Phytologia (Jati 19, 2017) 99(1) 


Table 1. Classification of J. sabina specimens based on tmS-tmG (plus petN-psbM, tmDT, tmLF) and 
nrDNA (ITS). 


Lab Acc. #, Location 

trnSG (cp genome) 
classification 

nrDNA 

classification 

13725 Bulgaria, eastern Rhodopes 

V. balkanensis 

V. sabina 

13726 Bulgaria, eastern Rhodopes 

V. balkanensis 

V. sabina 

13727 Bulgaria, eastern Rhodopes 

V. balkanensis 

V. sabina 

13728 Bulgana, eastern Rhodopes 

V. balkanensis 

V. sabina 

13729 Bulgaria, eastern Rhodopes 

V. balkanensis 

V. sabina 

14721 Bulgaria, Sokolna reser\-e 

V. balkanensis 

V. sabina 

14722 Bulgaria, Rila Mtn. 

V. balkanensis 

V. sabina 

14723 Bulgaria, Rila Mtn. 

V. balkanensis 

V. sabina 

14724 Bulgaria, Rila Mtn. 

V. balkanensis 

V. sabina 

14725 Bulgaria, Rila Mtn. 

V. balkanensis 

V. sabina 

14726 Bulgaria, Rila Mtn. 

V. balkanensis 

V. sabina 

14727 Greece, Tsena Mt. 

V. balkanensis 

V. sabina 

14728 Greece, Tsena Mt. 

V. balkanensis 

V. sabina 

14729 Greece, Tsena Mt. 

V. balkanensis 

V. sabina 

14730 Greece, Tsena Mt. 

V. balkanensis 

V. sabina 

14731 Greece., Tsena Mt. 

V. balkanensis 

V. sabina 

14934 w Turkey, Spil Dagi Milli Park! 

V. balkanensis 

V. sabina 

14861 w Turkey, Spil Dagi Milli Parki 

V. balkanensis 

V. sabina 

13167 Algeria 

V. sabina 

V. sabina 

13168 Algeria 

V. sabina 

V. sabina 

14872 Austria, Otztal. Zwiselstein 

V. sabina 

V. sabina 

14873 Austria, Otztal, Below Sdlden, 

V. sabina 

V. sabina 

14874 Austria, Otztal, Below Sdlden, 

V. sabina 

V. sabina 

14316 Azerbaijan 

V. sabina 

V. sabina 

14317 Azerbaijan 

V. sabina 

V. sabina 

7836 China. Heaven Lake, Xinjiang 

V. sabina 

V. sabina 

7837 China, Heaven Lake, Xinjiang 

V. sabina 

V. sabina 

14863 France, Alps de Dauphine 

V. sabina 

V. sabina 

7573 France, P>Tennes Mtns 

V. sabina 

V. sabina 

7574 France, lA rennes Mtns 

V. sabina 

V. sabina 

14870 Italy, Val d’Aosta, Alps 

V. sabina 

V. sabina 

14871 Italy, Val d' Aosta, Alps 

V. sabina 

V. sabina 

7811 Kazakhstan, Paniflor 

V. sabina 

V. sabina 

7812 Kazakhstan, Paniflor 

V. sabina 

V. sabina 

7585 Monsolia, Altair Mtns 

V. sabina 

V. sabina 

7586 Moneolia, Altair Mtns 

V. sabina 

V. sabina 

7587 Monad ia. Altair Mtns 

V. sabina 

v. sabina 

14858 Poland, Pieniny N.P., 

V. sabina 

V. sabina 

14865 Russia. Altav Mtn. 

V. sabina 

V. sabina 

7197 Spain, Sierra Nevada 

V, sabina 

V. sabina 

7199 Spain, Sierra Ne^'ada 

V. sabina 

V. sabina 

14860 Spain. Serrana de Cuenca 

V. sabina 

V. sabina 

14862 Spain, Teruel 

V. sabina 

V. sabina 

14864 Spain, Sierra Nevada 

V. sabina 

V. sabina 

14866 Spain, Sierra Nevada 

V. sabina 

V. sabina 

14869 Spam. Los Barios de Luna 

V. sabina 

V. sabina 

14875 Spam, Sierra de Albarracin 

V. sabina 

V. sabina 

14876 Spain, Aragon, Moncayo 

V. sabina 

V. sabina 









































































































































Phytologia (Jan 19, 2017) 99(1) 


31 


761 1 Switzerland, Alps 

V. sabina 

V. sabina 

7612 Switzerland, Alps 

V. sabina 

V. sabina 

7614 Switzerland , Alps 

V. sabina 

V. sabina 

14867 Switzerland, Aussenberg 

V. sabina 

V. sabina 

14868 Switzerland, Aussenberg 

V. sabina 

V. sabina 

14938 northeast Turkey 

V. sabina 

V. sabina 

14859 Ukraine, Crimea, Chatry Dag 

V. sabina 

V. sabina 




32 


Phytologia (Jan 19, 2017) 99(1) 


The effects of different concentrations of gibberellic acid (GA3) on seed germination of 

Helianthus annuus and H. petiolaris 

Robert P. Adams and Amy K. TeBeest 

Biology Department, Gruver Lab, Baylor University, Gruver, TX 79040, USA 

robert_adams@baylor.edu 

ABSTRACT 

Germination tests were conducted by soaking native, wild Helianthus annuus and H. petiolaris 
seeds in various concentrations of gibberellic acid (GAS) for 1 week, 4°C. For H. annuus, the most 
effective concentrations of GA3 were 1000 ppm (61.7%) and 500 ppm (58.3%). Lower concentrations of 
GA3 were less effective. For H. petiolaris, the most effective concentrations of GAS were 1000 ppm 
(56.1%), 500 ppm (65.0%), and 250 ppm (62.2%) and, again, lower concentrations of GAS were less 
effective. Transplanting the germinated seeds of H. annuus to soil in pots, resulted in nearly 100% 
success, indicating no apparent long-term effects from the GAS treatment. Published on-line 
www.phytologia.org P/nto/og/fl 99(1): 32-35 (Jan 19, 2017). ISSN 0S0S194S0. 

KEY WORDS: Helianthus annuus, H. petiolaris, seed germination, dormancy, gibberellic acid (GAS). 


Native, wild sunflowers (Helianthus spp.) are known to be difficult to germinate (Seiler, 199S). 
Recently, Adams and TeBeest (2016) reported on various stratification treatment effects on germination 
of Helianthus petiolaris. We found a moderate concentration of GAS (500 ppm) with one week 
stratification at 4°C was very effective in increasing the germination rate of recalcitrant native sunflower 
seeds (80% vs. S0% control). Stratification (1 wk at 4°C) increased germination, regardless of the seed 
treatment. Ethrel (25 ppm) treatment was effective, but not as much as GAS (500 ppm). Soaking 
sunflower seed in water for 12 or 16 hr resulted in no seed germination. 

The literature on pre-treatment methods for sunflower seed germination has been recently 
reviewed (Adams and TeBeest, 2016). 

The purpose of the present paper is extend the tests on pre-treatment using GAS at different 
concentrations to determine the concentration of GAS that produces highest seed germination in H 
annuus and H. petiolaris, native, wild collected seed. 

MATERIALS AND METHODS 

Seeds of H petiolaris, PI451978-NC7, Ellsworth, KS were obtained from GRIN (Germplasm Resources 
Information Network), USDA. 

Seeds of H. annuus: were collected 16 July 2016, from a natural population, 1 mi. south of Gruver, TX 
(Adams 14952). 

All seeds were surface sterilized by: 

1. Washing with soap/tap water; 

2. Dipping in 70% ethanol, SO sec; 

S. Sterilizing by soaking in 20% Chlorox (8.25% sodium hypochlorite) for SO min.; 

4. Thoroughly rinsing in sterilized ddwater (Protocol from Singhung Park, Kansas State University). 




Phytologia (Jan 19, 2017) 99(1) 


33 


Germination tests: Effects of various concentrations of gibberellic acid (GA3, PlantHarmones.net, 90%) 
stored at 4°C, 1 week (7 days) in GA3 solutions. 

1000 ppm GA3 stock solution: dissolved 1.0 g GA3 in 5 ml ethanol, added to 995 ml DI water to produce 
1000 ppm stock. Diluted with DI water to make: 500 ppm, 250 ppm, 125 ppm, and 62.5 ppm stocks. 
Control: soaked in DI water, 4°C, 1 week. 

20 seeds were used in each of 3 replicates (60 seeds total). The seeds were soaked in DI, or various GA3 
solutions in beakers, 4°C, 1 week. In addition, for both H. annuus and H. petiolaris, 60 seeds were placed 
in sterilized filter paper, pre-wetted with 500 ppm GA3, then placed in sealed plastic bags at 4°C, 1 week. 
Seeds were germinated at RT (21°C), in normal lab fluorescent lighting. Seeds were examined for fungal 
contamination daily and contaminated seeds removed. After 14 days, the seeds with emergent roots were 
scored as germinated. 


RESULTS 

Table 1 shows that for H. annuus, the most effective concentrations of GA3 were 1000 ppm 
(61.7%) and 500 ppm (58.3%). Lower concentrations of GA3 were less effective. This is shown in 
figure 1, where 1000 and 500 ppm were much more effective than lower concentration of GA3. 


c 

g 

‘t— ■ 

03 

c 

’£ 

CD 



control 1000 ppm 500 ppm 250 ppm 125 ppm 

Pre-Treatments 


Figure 1. Germination of H. annuus at various concentrations of GA3, soaked 1 week, 4°C. Control: 
soaked in DI water, 1 week, 4°C. 

For H. petiolaris, the most effective concentrations of GA3 were 1000 ppm (56.1%), 500 ppm 
(65.0%), and 250 ppm (62.2%). 

In contrast to the results for H. annuus, lower concentration of GA3 were somewhat effective in 
seed germination for H. petiolaris (Fig. 2), with considerable enhanced germination at 250 and 125 ppm 
GA3. 


Comparing soaking seeds in a beaker of 500 ppm GA3 vs. storage in filter paper saturated with 
500 ppm GA3 resulted 58.3% vs 51.7% (H. annuus. Table 1) and 65.0% vs. 44.8% (H. petiolaris. Table 
2). This seems to indicate that there is a small advantage in soaking the seeds in a beaker. 


34 


Phytologia (Jan 19, 2017) 99(1) 







H. petiolaris 































































70 


60 

Cl 

o 

50 

15 

c 

40 

E 

t 


Q 

05 

30 


20 


10 


0 


control 1000 ppm 


500 ppm 250 ppm 
Pre-Treatments 


125 ppm 62.5 ppm 


Figure 1. Germination of H. petiolaris at various concentrations of GAS, soaked 1 week, 4°C. Control 
soaked in DI water, 1 week, 4°C. 

In summary, this study found an effective pre-treatment to enhance seed germination of H. 
annuus and H. petiolaris is soaking in GAS for 1 week, 4°C. It should be noted that transplanting 
germinated seeds of H. annuus to soil in pots, resulted in nearly 100% success, indicating no apparent 
long-term effects from the GAS treatment. 

ACKNOWLEDGEMENTS 

This research funded by Baylor University. Thanks to Laura Marek and Lisa Pfiffner, GRIN, 
USD A, for helpful discussions 

LITERATURE CITED 

Adams, R. P. and A. K. TeBeest. 2016. The effects of gibberellic acid (GAS), Ethrel, seed soaking and 
pre-treatment storage temperatures on seed germination of Helianthus annuus and H. petiolaris. 
Phytologia 98: 213-218. 

Kumari, C. A. and B. G. Singh. 2000. Ethephon adequacy in release of innate dormancy in sunflower. 
Indian J. Plant Physiol. 5: 277-280. 

Maiti, R. K., P. Vidyasagar, S. C. Shahapur and G. J. Seiler. 2006. Studies on genotype variability and 
seed dormancy in sunflower genotypes (Helianthus annuus L.). Indian J. Crop Sci. 1: 84-87. 

Seiler, G. J. 1993. Wild sunflower species germination. Helia 16: 15-20. 


Phytologia (Jan 19, 2017) 99(1) 


35 


Table 1. Germination tests of H. annuus, native, Gruver, TX. References: Kumari and Singh (2000) 
Maiti et al. 2006. 


Pre-Treatment, all soaked 1 wk, 4°C 

germination rates 

1. control: seeds soaked in DI water 

9/60 = 16.7% 

2. 1000 ppm GA3 

37/60-61.7% 

3. 500 ppm GA3 

35/60 - 58.3% 

3a. 500 ppm GA3 on filter paper 

31/60-51.7% 

4. 250ppm GA3 

15/60 - 25.0% 

5. 125ppm GA3 

14/60 - 23.2% 


Table 1. Germination tests of H. petiolaris, native, Ellsworth, KS. References: Kumari and Singh (2000) 
Maiti et al. 2006. 


Pre-Treatment, aU soaked 1 wk, 4°C 

germination rates 

1. control: seeds soaked in DI water 

6/59 -10.2% 

2. 1000 ppm GA3 

32/57-56.1% 

3. 500 ppm GA3 

39/60 - 65.0% 

3a. 500 ppm GA3 on filter paper 

26/58 - 44.8% 

4. 250 ppm GA3 

33/53 - 62.8% 

5. 125 ppm GA3 

28/57-49.1% 

6. 62.5 ppm GA3 

21/58 - 36.2% 





36 


Phytologia (Jan 19, 2017) 99(1) 


Legitimacy of the name Croton bigbendensis (Euphorbiaceae) 

Billie L. Turner 

Plant Resources Center, The University of Texas, Austin, TX 78712 

billie.turner@austin.utexas.edu 

ABSTRACT 

The legitimacy of the name Croton higbendensis is discussed and the circumstances concerning 
the issuance of a Holotype based on pistillate and staminate plants explained. Published on-line 
www.phytologia.org Phytologia 99(1): 36-37 (Jan 19, 2017). ISSN 030319430. 

KEY WORDS: Croton higbendensis, nomenclature, holotype. 


Turner (2004) published the name Croton bigbendensis B.l. Turner, this largely confined to the 
southern Big Bend region of western Texas. The taxon was typified by a single collection (composed of 
several plants) at the same place at the same time. Because the population was composed of both 
pistillate and staminate plants, I provided the number Turner 22-204A for the pistillate plants and Turner 
22-204b for the staminate plants. The plants concerned clearly belonged to the same collection, all 
bearing the same number, although I did designate a pistillate plant from the population as the Holotype, 
however, my intent was to treat Turner 22-204 (both A and b) as holotype material, this clearly stated and 
so pictured in my figures 1 and 2. But some purists (cf. discussion provided by Wiersema 2016) view 
such typification as contrary to the Code, contending that only a single plant number should have been 
applied to the Holotype, thus invalidating the name, although my application of such was quite clear, this 
discussed further in more detail by my archrival, Henrickson (2010), who would recognize my novelty as 
but a variety, at best, this after a lengthy digression into my systematic mores. 

Strangely, W. van Ee and Berry (2016), did not account for the name C. bigbendensis in their 
treatment of Croton for the Flora of North America, nor did they mention the work of Henrickson. I 
would like to place on record here that I believe the name C. bigbendensis B.L. Turner is properly 
typified and deserves recognition, as justified in the above. As to the taxonomic criticism of the taxon 
posited by Henrickson, I leave such evaluation to future workers having not the bias Henrickson and I 
both possess. 

An up to date distributional map of C. bigbendensis is provided in the present account (Fig. 1), 
this part of my Atlas of the Vascular Plants of Texas (Turner 2017, in prep.). 

LITERATURE CITED 

Ee, W. van and P.E Beny. 2016. Croton, in N. Amer. FI. 12: 206-224. 

Henrickson, J. 2010. Croton bigbendensis Turner (Euphorbiaceae) Revisited. J. Bot. Res. Inst. Texas 4: 
295-301. 

Turner, B.L. 2004. Croton bigbendensis (Euphorbiaceae), anew species from Trans-Pecos, Texas. SIDA 
21:79-85. 

Turner, B.L. 2017. Atlas of the Vascular Plants of Texas [2"^^ edition, in prep]. 

Wiersema, J.H. 2016. Proposal to provide a more direct definition of the term “gathering". Taxon 65: 

1186. 



Phytologia (Jan 19, 2017) 99(1) 



Figure 1. Distribution of Croton bigbendensis in Texas. 


38 


Phytologia (Jan 19, 2017) 99(1) 


Multiple evidences of past evolution are hidden in nrDNA of Juniperus arizonica and 
J. coahuilensis populations in the trans-Pecos, Texas region 

Robert P. Adams 

Biology Department, Baylor University, Box 97388, Waco, TX 76798, USA, Robert_Adams@baylor.edu 

ABSTRACT 

Geographical analysis of variation in nrDNA polymorphisms of J. arizonica and J. coahuilensis 
in the trans-Pecos, TX region showed multiple patterns of hybridization, both modem and relictual 
(Pleistocene) introgression, incomplete lineage sorting and relictual hybridization. The concept that 
nrDNA from a single plant could harbor multiple evidences of past evolution appears to be novel. Total 
nrDNA polymorphisms were maximal in the Ft. Davis, Alpine, Marfa trans-Pecos area and on the 
granitic rocks at Hueco Tanks State Park, TX. Published on-line www.phytologia.org Phytologia 99(1): 
38-47 (Jan 19, 2017). ISSN 030319430. 

KEY WORDS: Juniperus arizonica, J. coahuilensis, Cupressaceae, hybridization, introgression, 
incomplete lineage sorting, nrDNA polymorphisms, petN-psbM DNA. 


Recently, Adams (2016) found (by petN-psbM sequencing) that Juniperus arizonica, previously 
known only from Arizona and New Mexico, occurs in trans-Pecos Texas in the Fra nklin Mtns., Hueco 
Mtns., Hueco Tanks State Park, Quitman Mtns., Eagle Mtns. and Sierra Vieja Mtns., primarily on igneous 
material (Figs. 1, 2). These trans-Pecos juniper populations have previously been identified as J. 
coahuilensis . These taxa have very distinct differences in their DNA and are in separate clades (Adams, 
2014, Adams and Schwarzbach, 201 1, 2013). The cp region petN-psbM is especially efficient in 
separating these taxa, as 5 SNPs occur in the 794 bp region. 




Figure 2. Distribution of J. coahuilensis 


Detailed mapping of plants by their cp DNA (petN-psbM) showed that all the plants (or 
specimens) in New Mexico and northern Mexico, as well as plants examined from the Franklin Mts., 
Hueco Tanks SP, Quitman Mts., Eagle Mts., and one plant from Sierra Vieja Mtns. contained the J. 
arizonica cp DNA (Fig. 3). Junipers from Ft. Davis, Alpine, Marfa and Big Bend (1) all had the J. 
coahuilensis cp DNA (Fig. 3). The occurrence and extent of hybridization and introgression in that 


Phytologia (Jan 19, 2017) 99(1) 


39 


region is not known, except for a study of hybridization between J. coahuilensis and J. pinchotii in the 
Chisos Mtns. (Adams and Kistler, 1991). 

Recently, Adams et al. (2016) have reported that in the sister genus, Hesperocyparis, artificial 
hybrids between Hesperocyparis (= Cupressus in part) arizonica and H. macrocarpa, nrDNA was 
inherited as heterozygous for diagnostically different sites. They concluded that, at least in 
Hesperocyparis (and likely in the Cupressaceae, including Juniperus), analysis of heterozygous nrDNA 
(ITS) could be used for the detection and analysis of hybridization. Because F 2 progeny and backcrosses 
were not analyzed, they could not comment on the amount and/ or speed of lineage sorting in 
Hesperocyparis. 

The purpose of this paper is to report on the composition of nrDNA in populations in the trans- 
Pecos, TX region and the investigation of hybridization, introgression and incomplete lineage sorting. 



Figure 3. Distribution of J. arizonica and J. coahuilensis based on petN-psbM cp data. 

MATERIALS AND METHODS 

Plant material and populations studied: 

Sedona, AZ 

J. arizonica by petN DNA, common in grassland, tree 6 m tall, female, with J. osteosperma on alluvial 
soil. On AZ highway 179, between Sedona and 117. 34° 42.43rN, 111° 46.369’ W, 1150 m, 13 March, 
2005, Yavapai Co., AZ, Robert P. Adams 10634-10636, 

Cottonwood, AZ 

J. arizonica by petN DNA, abundant, on alluvial fan, 3 mi. SW of Cottonwood, AZ, on D. Thornburg's 
property, 34° 41' 17.4" N, 112° 03' 05.46" W, 4060 ft., 13 Jan., 2010, Yavapai, Co., AZ, Coll. David 
Thornburg ns. Lab Ace. Robert P. Adams 14908-14913, 


40 


Phytologia (Jan 19, 2017) 99(1) 


Southern New Mexico: 

J. arizonica by petN DNA, Hidalgo Co., NM, Animas Mtns, 31.61176° N, 108.7791° W, 5750', Seinet 
Cat# 57778, Wagner 1283. 22 Jul 1975, Lab Acc. Robert P. Adams 14697, 

7. arizonica by petN DNA, Luna Co., NM, Tres Hemianos Mtns, 31.9010° N, 107.7794° W, 4250', Seinet 
Cat # 85666, 7 L Carter 1246, 14 Aug 1993, Lab Acc. Robert P. Adams 14698, 

7. arizonica by petN DNA, Hidalgo Co., NM. Animas Mtns, 31.5938° N, 108.7684° W, 6000', Seinet Cat 
# 57776, Wagner 1005, 17 Jun 1975, Lab Acc. Robert P. Adams 14701, 

7. arizonica by petN DNA, no cones, Hidalgo Co., NM, Animas Peak, Animas Mtns., 31.5813° N, 
108.7843° W, 8452' (Google Earth), Seinet Cat# 25131, WC Martin 4678, 29 Oct 1960, Lab Acc. 
Robert P. Adams 14705, 

7. arizonica by petN DNA, Hidalgo Co., NM, Big Hatchet Mtns.,with Quercus, Parthenium, Ocotillo, 
Mesquite, Agave 31.6249° N, 108.36425° W, 5350', Ken Heil 9254, 28 May 2010, Lab Acc. Robert P. 
Adams 14716, 

7. arizonica by petN DNA, Grant Co., NM, ca 1 .5 mi. s of NM hwy 9, near 'Old Hachiti' townsite. 
Chihuahuan desert scrub - creosote, Lycium koberlina and Dalea formosa. 31.9139° N, 108.41472° W, 
4745', Ken Heil 32357, 29 Apr 2010, Lab Acc. Robert P. Adams 14717, 

Rock Hound State Park, NM (type locality, 7. arizonica) 

7. arizonica by petN DNA, multi-stemmed shrubs to 4m, in Bouteloua grassland. Pollen shed in Mar- 
April?, Fruit rose color. Rock Hound State Park. 17km S, and 8 south of Deming, NM, 32° 1 l.lbl’N, 
107° 36.651’ W, 1420 m, 6 Feb., 1996, Luna Co., NM„ Robert P. Adams 7635-7637 
7. arizonica by petN DNA, common in Bouteloua grassland, shrub-trees to 3-5 m.. Rock Hound State 
Park., 32° 1 L161’N, 107° 36.651’ W, 1420 m, 12 Mar, 2005, Luna Co., NM, Robert P, Adams 10630, 
Quitman Mtns. 

7. arizonica by petN, Hudspeth Co., TX, common on degraded granite, north face of Quitman Mtns., with 
desert-scrub. On .south .side of 110, ~6.3 mi. w of Sien’a Blanca, TX, 31°12' 25" N; 105° 27' 51" W, 
4629’, Robert P. Adams 14798-14806, 12 March 2016, 

Hueco Tanks St. Park, TX 

7. arizonica by petN El Paso Co., TX, uncommon, 50- 100 trees seen, on granite, Hueco Tanks St. Park, 
31° 54’ 49.7" N; 106° 02' 6.8" W, 4560', Robert P. Adams 14827-14835, 18 March 2016. Robert P. 
Adams 14718. 

11.2 s of Alpine, TX on Tex 118 

7. coahuilensis, by petN, Brewster Co, TX, abundant in grassland, 11.2 s of Alpine, TX on Tex 118. 30° 
14' 08" N; 103° 34' 00" W, 5222', Robert P. Adams 14807-14811, 15 March 2016, 

11.0 mi w of Alpine, TX on US 90 

7. coahuilensis, by petN, Brewster Co, TX, 1 1,0 mi w of Alpine on US 90, abundant in grassland, in 
Paisano Mtns., 30° 17' 42" N; 103° 48' 02" W, 4967’, Roben P. Adams 14812-14816,^5 March 2016, 

4.2 mi se of Ft, Davis, TX on Tex 118, CDRI 

7. coahuilensis, Jeff Davis Co., TX, common locally, in grassland. 4.2 mi se of Ft. Davis, on Tex 118, e 
1 .0 mi into Chi, Desert Res. Inst., 39° 09' 27.54" N; 86° 18' 23.31" W, 5050', Robert P. Adams 14817- 
14821, 16 March 2016, 

19.4 mi. s of Marfa, TX on US 67 

7. coahuilensis, bv petN, Presidio Co., TX, common in grassland, 19.4 mi. s of Marfa, on US 67, 30° 04' 
07" N; 104° 10'" 19" W, 5137', Robert P. Adams 14822-14826, 16 March 2016, 

La Zarca, Mexico 

7. coahuilensis, large population with thousands of trees. 85 km N. of La Zarca on Mex. 45, 1740m, 10 
Dec, 1991, Durango, Mexico, Robert P. Adams 6829-6831, 

Voucher specimens for new collections are deposited in the Herbarium, Baylor University (BAYLU). 

One gram (fresh weight) of the foliage was placed in 20 g of activated silica gel and transported 
to the lab, thence stored at -20° C until the DNA was extracted. DNA was extracted from juniper leaves 
by use of a Qiagen mini-plant kit (Qiagen, Valencia, CA) as per manufacturer’s instructions. 



Phytologia (Jan 19, 2017) 99(1) 


41 


Amplifications were performed in 30 pi reactions using 6 ng of genomic DNA, 1.5 units Epi- 
centre Fail-Safe Taq polymerase, 15 pi 2x buffer E (petN-psbM), D (maldehy) or K (nrDNA) (final 
concentration: 50 mM KCl, 50 mM Tris-HCl (pH 8.3), 200 pM each dNTP, plus Epi-Centre proprietary 
enhancers with 1.5 - 3.5 mM MgCl 2 according to the buffer used) 1.8 pM each primer. See Adams, Bartel 
and Price (2009) for the petN-psbM primers utilized. 

The PCR reaction was subjected to purification by agarose gel electrophoresis. In each case, the 
band was excised and purified using a Qiagen QIAquick gel extraction kit (Qiagen, Valencia, CA). The 
gel purified DNA band with the appropriate sequencing primer was sent to McLab Inc. (San Francisco) 
for sequencing. Sequences for both strands were edited and a consensus sequence was produced using 
Chromas, version 2.31 (Technelysium Pty Ltd.). 

RESULTS AND DISCUSSION 

Sequencing petN-psbM yielded 794 bp with 5 SNPs separating J. arizonica and J. coahuilensis. 
In addition, nrDNA was sequenced yielding 1270 bp with only 1 SNP (at site 533) separating J. arizonica 
and J. coahuilensis. Using these data, samples were classified accordingly (Table 1). Based on 
heterozygous peaks at site 533, 11 samples were classified as hybrids (AxC, Table 1). According to 
nrDNA, hybrids occur mostly in the Anim as Mts., NM, Hueco Tanks SP, TX and Quitman Mtns., TX 
(Fig. 4.). Note one hybrid in the Marfa, TX population. The nrDNA data, indicates that populations of J. 
coahuilensis in the Alpine - Ft. Davis - Marfa area are nearly pure. It should be noted that the soils of 
Hueco Tanks and Quitman Mtns. are granitie, whereas the Alpine - Ft. Davis - Marfa area soils are 
volcanic. 



Fig. 4. Distribution of J. arizonica x J. coahuilensis hybrids based on nrDNA. 


42 


Phytologia (Jan 19, 2017) 99(1) 


In order to visualize the correlation of nrDNA and cp (petN) classifications, each plant was 
scored for species or hybrid for nrDNA and cpDNA. Mapping this classification shows a relatively sharp 
demarcation between J. arizonica and J. coahuilensis (Fig. 5). The zone of hybridization is in Hueco 
Tanks State Park, Quitman Mtns., and Anima Mtns. and this appears to be a region of introgression 
northward from J. coahuilensis (Fig. 5). 


The Hueco Tanks State Park, Quitman Mtns., and Anima Mtns. populations are on granitic soil 
and the J. coahuilensis populations in the Ft. Davis, Alpine, Marfa region are on volcanic soil. Soil 
differences may be the factor that determines the northern range of J. coahuilensis and could present a 
barrier for additional introgression northward into J. arizonica. 



Figure 5. Mapping plants showing their classification as J. arizonica, J. coahuilensis, or hybrids for both 
nrDNA and cpDNA. 

Mapping the number of nrDNA polymorphic sites per plant shows very low polymorphic sites in 
the normal range of J. arizonica (NM and AZ, Fig. 6). However, where J. arizonica and J. coahuilensis 
hybridize and thence southward, there are several populations with plants having 1 to 6 polymorphic sites 
(excluding site 533). Hueco Tanks is very variable: 3 plants with 0 polymorphisms; 3 with 1; 2 with 5; 
and 1 with 6 polymorphisms (Fig. 6). The Davis Mtns - Alpine area is also a region with lots of 
polymorphisms (Fig. 6). In contrast to the more mountainous sites, the Marfa population (19.3 mi sw of 
Marfa, in a Bouteloua grassland) had low polymorphisms in its nrDNA. 


Phytologia (Jan 19, 2017) 99(1) 


43 


The trans-Pecos region likely experienced a mixing of southern Rockies flora to move southward 
and the flora of the Sierra Madre Oriental flora to move northward during cooling and heating eras in the 
Pleistocene. This provided opportunities for many Juniperus species, now spatially separated, to 
hybridize in the past. 



Fig. 6. Distribution of the number of nrDNA polymorphisms/ plant. 

A closer examination of individual plant nrDNA site polymorphisms revealed that nrDNA 
harbors several evolutionary patterns that vary by region. For site 543, 1 1 plants contained (C/G) and 
these range from the Quitman Mtns., northwest to Cottonwood and Sedona, AZ (Fig. 7). Only one plant 
was G/G, and that was in the Cottonwood, AZ population. This is near the northwestern limit of J. 
arizonica. Site 543 might be an indicator of introgression from J. coahuilensis into J. arizonica. 

In addition, another polymorphism occurs (C/T, Fig. 7), but only in the La Zarca, MX population. 
Additional research is needed to determine if the T comes from hybridization with another Mexican 
juniper, from incomplete lineage sorting or just a local mutation. 



44 


Phytologia (Jan 19, 2017) 99(1) 


The distribution of 
variation in site 173 (A/G) is 
centered between J. arizonica 
and J. coahuilensis in the 
Animas Mtns., NM, Hueco 
Tanks SP, and Quitman Mtns. 
(Fig. 8.) This may to be either 
relictual hybridization, or 
incomplete lineage sorting. 

nrDNA site 304 
contains two geographical 
patterns. One (A/T, Fig. 9) is 
similar to that for site 173 (Fig. 
8) in the Animas Mtns., NM, 
Hueco Tanks SP, and Quitman 
Mtns. The second pattern (C/T, 
Fig. 9) is found in only the south 
Alpine, TX population. The C/T 
site might be due to 
introgression from the east or 
south from Mexico, perhaps 
from mixing of taxa during the 
Pleistocene. Or it may be just a 
local mutation in that population. 



Figure. 7. Distribution of polymorphisms at nrDNA site 543. 



Figure 8. Dist. of nrDNA site 173 polymorphism. Figure 9. Dist. of nrDNA site 302 variation. 


Phytologia (Jan 19, 2017) 99(1) 


45 


Variation in site 318 (C/T, Fig. 10) spans 
the J. arizonica - J. coahuilensis range junetion 
and seems likely to be from relictual 
hybridization. There appears no source of the C 
allele in any population of J. arizonica or J. 
coahuilensis examined. Alternatively, it could be 
incomplete lineage sorting. 

Finally, two sites show very similar 
patterns: both sets of polymorphisms are confined 
to the Ft. Davis - Alpine - Marfa area and both 
sites have plants with mixed bases as well as 
plants with homozygous bases. Site 302 (A/G) 
was found in all four populations, plants 
homozygous for A are in all 4 populations, but 
only one plant homozygous for G was found (in 
the Ft. Davis population. Fig. 11). 



polymorphisms. 


A similar pattern was found for site 303 (C/T). C/T was present in all four populations, plants 
homozygous for C were in all 4 populations, but only 2 plants homozygous for T occurred in the Ft. 
Davis and Marfa populations (Fig. 12). These two sites are difficult to explain. It almost appears that an 
unknown (to the author) species is present that has (G,C) at 302, 303 and is hybridizing with J. 
coahuilensis (A, C) at 302,303. Other juniper species in the area are J. pinchotii (Kent, and Fort 
Stockton), J. monosperma (near Kent), and J. deppeana (higher elevations in the area). Of course, it 
might be Pleistocene relictual hybridization with a species (or its ancestor) now growing in Mexico. 



Figure 11. Geographical variation in variation at Figure 12. Variation in nrDNA site 303. 
nrDNA site 302. 


46 


Phytologia (Jan 19, 2017) 99(1) 


SUMMARY 

Geographical analysis of variation in nrDNA polymorphisms of J. arizonica and J. coahuilensis 
in the trans-Pecos, TX region showed multiple patterns of hybridization, both modem and relictual 
(Pleistocene) introgression, incomplete lineage sorting and relictual hybridization. 

The concept that nrDNA from a single plant could harbor multiple evidences of past evolution 
appears to be novel. The pre-occupation of evolutionary systematists with phylogeny has resulted a lack 
of critical variation in nrDNA. Heretofore, the standard procedure is to sequence nrDNA (as the sole 
proxy of the nuclear DNA), then add in a few cpDNA sequences, then ran the data in a phylogenetics 
software and publish 'the Phylogeny', and then move on to another genus. That may satisfy a need for a 
broad evolutionary framework of a group (genus). But, as shown in this report, there may be 
considerable evidence of past evolutionary events in nrDNA that would be completely ignored (and 
missed) by only running a phylogenetic analysis. 

Total nrDNA polymorphisms were maximal in the Ft. Davis, Alpine, Marfa trans-Pecos area and 
on the granitic rocks at Hueco Tanks State Park, TX. Additional research using Single Copy Nuclear 
Genes (SCNG) is needed to further address the variation found in this region. 

ACKNOWLEDGEMENTS 

Thanks to George M. Ferguson (UA), Ken Heil (SJNM), Tim Lowrey (UNM), Mike Powell 
(SRSC) and Richard Worthington (UTEP) for letting me sample (or sending small fragments) herbarium 
specimens. This research was supported in part with funds from Baylor University. Thanks to Amy 
TeBeest for lab assistance and Andrea Schwarzbach for helpful suggestions on the manuscript. 

LITERATURE CITED 

Adams, R. P. 2014. The junipers of the world: The genus Juniperus. 4th ed. Trafford PubL, Victoria, BC. 
Adams, R. P. 2016. Juniperus arizonica (R. P. Adams) R. P. Adams, new to Texas. Phytologia 98: 179- 
185 

Adams, R. P. J. A. Bartel and R. A. Price. 2009. A new genus, Hesperocyparis, for the cypresses of the 
new world. Phytologia 91: 160-185. 

Adams, R. P. and J. R. Kistler. 1991. Hybridization between Juniperus etythrocarpa Cory and Juniperus 
pinchotii Sudworth in the Chisos Mountains, Texas. Southwest. Natl. 36: 295-301. 

Adams, R. P,, M. Miller and C. Low. 2016. Inheritance of nrDNA in aitificial hybrids of Hesperocyparis 
arizonica x H. macrocarpa. Phytologia 98: 277-283. 

Adams, R. P. and A. E. Schwarzbach. 201 1 . DNA barcoding a juniper: the case of the south Texas 
Duval county juniper and sen'ate junipers of North America. Phytologia 93(1): 146-154. 

Adams, R. P. and A. E. Schwarzbach. 2013. Taxonomy of the seiTate \eSLf Juniperus of North America: 
Phylogenetic analyses using nrDNA and four cpDNA regions. Phytologia 95: 172-178. 



Phytologia (Jan 19, 2017) 99(1) 


47 


Table 1. Classification of samples based on petN and nrDNA. Bold are putative hybrids between J. arizonica and J. coahuilensis 
by ITS site 533, A in arizonica, T in coahuilensis, (A/T in 533) were scored as hybrids (AxC). The more common polymorphic 


605 1 708 I# poly 


sites are shown. A few rarer, 

polymorphic site 

Sample 


ITS 

az 1 0634Sedona 1 8 1 M 

ariz 

ariz 

azl0635Sedoiia 68 IM 

ariz 

ariz 

azI0636Sedona 

aiiz 

aiiz 

az 14908Cotlonwood 

ariz 

ariz 

az 1 4909Cottonvvood 

ariz 

ariz 

az 1 49 1 OCottoii wood 

ariz 

ariz 

az 1 49 1 2C(>lionwood 

ariz 

ai'iz 

az 1 49 1 3Cotton wood 1 2 1 Y 

ariz 

ariz 

azl4717GrantCoNM 18IM 

ariz 

ariz 

az7635RockIToundSP 

ariz 

ariz 

az 7 636RockH o undSP 

ariz 

ariz 

az7637RockHoiindSP 

ariz 

ariz 

az 10630RockHoundSP 

ariz 

ariz 

az 14698LunaCoNM 

ariz 

ariz 

azl4697HidaleoCoNM 

ariz 

ariz 

azI470lHidalaoCoNM 

ariz 

ariz 

azl47U5HdalgoCoNM 

ariz 

AxC 

azl4716HidalgoCoNM 

ariz 

AxC 

coal4827HuecoTanks 

ariz 

coah 

coa 1482X11 iii'coTanks 

ariz 

AxC 

coa 1482911 uecoT anks 

ariz 

AxC 

coa 14830HuecoTanks 

ariz 

AxC 

coal4831HuecoTanks 

ariz 

AxC 

coa 1 48 32HuecoTanks 

ariz 

coah 

coa 14833H uecoTanks 

ariz 

AxC 

coa 1 4834HuccoTanks 

ariz 

ariz 

coa 1 4835HuecoTanks 

ariz 

ariz 

coal4798 Quitman Mtns- 

ariz 

AxC 

coa 14799 Quieman Mtns. 

ariz 

ariz 

coa 1 48CiCi Q ui tman M tn s . 

ariz 

aiiz 

coal4S01 Quitman Mtns. 

ariz 

AxC 

coa 14802 Quitman Mtns. 

ariz 

ariz 

coal4803QtiitmanMtns.804R 

ariz 

AxC 

coal4804Quuman Mtns. 804R 

ariz 

coah 

coa 14805 Quitman Mtns. 

ariz 

ariz 

coa 1 4 8 06Q ui tman Muis . 

ariz 

ariz 

coa 14807sorAlpme 

coah 

coah 

coa 1 4808sOtAlpine 

coah 

coah 

coa 1 48 1 Ospf Alpine 

coah 

coah 

coa 14811 so f Alpine 

coah 

coah 

coal 48 1 2wofAlpine 

coah 

coah 

coal48]3wafAlpine 313R 

coah 

coah 

coa 1481 4wor.\lpine 

coah 

coah 

coal48 1 SwofAlpine 

coah 

coah 

coa 1 48 1 6vvotAlpine 

coah 

coah 

coal4S17FiDavis lOOOY 

coah 

coah 

coal4818FtDavis 

coah 

coah 

coal48l9FtDavis 

coah 

coah 

coal4820FtDavis 689K 

coah 

coah 

coal 4821 FtDav is llOOY 

coah 

coah 

coa 1 4822sot'Marfa 

coah 

coah 

coal4823sotMaifal lOOY 

coah 

coah 

coa 1 4824solMarra 

coah 

coah 

coa 14825s«f \ larfa 

coah 

AxC 

coal4826sol'MarfaY1100 

coah 

coah 

coa6829L;iZarca 

coah 

coah 

coa6830LaZarca 

coah 

coah 

coa683 1 LaZatca 

coah 

coah 

coa 1 024 1 knj45nDgo 

coah 

coah 

coal 0242k m45nDgo,503Y 

coah 

coah 

number of polymorphic 































































































































































































































































































































































































































































































































































































































































































































































































48 


Phytologia (Jan 19, 2017) 99(1) 


Comparison of leaf essential oils of fastigiate (strict) and horizontal forms of 
Cupressus sempervirens from Cyprus, Montenegro, Turkey, and United States. 

Robert P. Adams 

Biology Department, Baylor University, Box 97388, Waeo, TX 

76798, USA, 

Robert_Adams@baylor.edu 

Tugrul Mataraci 

Eskidji Mtiz. A§., Sanayi Cad. Vadi Sokak No: 2, Tarabya, Istanbul, Turkey 

Salih Gticel 

Environmental Researeh Institute, Near East University, North Nieosia, Cyprus 

and 

Jim A. Bartel 

San Diego Botanie Garden, P. O. Box 230005, Eneinitas, CA 92023 

ABSTRACT 

The volatile leaf oils of the horizontal form of C. sempervirens from natural populations in 
Cypms and Turkey were very unifomi and dominated by a-pinene (36.2, 26.0%), myrcene (2.4, 2.4%), 6- 
3-carene (18.3, 16.0%), terpinolene (3.2, 3.8%), a-terpinyl acetate (4.7, 3.5%), cedrol (4.4, 3.3%), manoyl 
oxide (0.7, 3.8%), iso-pimara-7, 15-diene (0.4, 2.6%), isoabienol (2.4, 4.0%), and trans-totarol (1.5, 
5.7%). Overall, the major terpenes compositions were very uniform for the sampled natural populations 
(Cypms, Turkey) and fastigiate (strict) fonns from California and Istanbul. But they were very variable 
for the oils from other fastigiate forms (Turkey and Montenegro). The fastigiate forms of Cupressus 
sempervirens from California and Istanbul (14674) have oils that are similar to natural populations. 
Variation in the composition of oils from cultivated fastigiate fonns in Turkey and Montenegro suggests 
that these cultivars arose from multiple selections of fastigiate (strict) trees, rather than cloning and 
widespread cultivation. The volatile leaf oil composition does not support the recognition of the tvso 
growth forms of C. sempet^irens as distinct taxa. Published on-line mvw.phytologia.org Phytologia 
99(1): 48-53 (Jan 19, 2017). ISSN 030319430. 

KEY WORDS; Cupressus sempervirens, C. horizontalis, C. fastigiata, terpenoids, geographic variation, 
taxonomy. 


Cupressus sempervirens E. ranges naturally from the eastern Mediterranean, Crete, Cyprus, 
eastern Aegean Islands, Iran, Israel, Jordan, Lebanon, Syria, Turkey, and possibly Libya (S^kiewicz et al. 
2016). The species has been widely cultivated within and outside its range throughout the warm 
temperate world (More and White 2002). Farjon (2005, 2010) noted that C. sempervirens has 
traditionally been separated into two "‘elements”; pyramidal trees with horizontal branches (horizontal 
fonu) (= C. horizontalis Milk) and fastigiate trees with strict branching (fastigiate form) (= C. fastigiata 
DC.). The fastigiate trees are often called Italian, cemetery, graveyard, and Tuscan cypress in the Old 
World, while m tire New World, the widely cultivated fastigiate cultivars are called Italian and cemetery 
cypress. Faijon (2005) concluded that the fastigiate (strict) form of C. sempei'virens, widely cultivated all 
over the Mediterranean and beyond, was selected many centuries ago from natural populations, which 
likely were largely horizontal. 




Phytologia (Jan 19, 2017) 99(1) 


49 


The volatile leaf essential oils of Cupressus sempervirens (both horizontal and fastigiate forms) 
have been analyzed based mostly on locally cultivated fastigiate trees. The report by Ulukanli et al. 
(2014) is typical reporting the major components being: a-pinene (35.6%), trans-pinocarveol (5.22%), a- 
phellandrene-8-ol (4.56%), f3-pinene (3.1%), limonene (2.8%), bonieol 2.3%) and camphene (2.2%). 
Chanegrilia, et al. ( 1977) reported on the leaf oils of C sempervirens from Algeria (cv. strictaJ) as having 
a-pinene (44.9%), 6-3-carene (TO. 6%), limonene (4.5%), terpinolene (2.7%), terpin-4-ol (T.9%), a- 
terpinyl acetate ( 12.0%) and rnanoyl acetate (1,5%). Florcani et al. (1981) reported the essential oil of cv. 
stricta (Argentina) contained a-pinene (50.1%), camphene (1.4%), p-pinene (4.1%), 6-3-carene (30.5%), 
limonene (3.5%), terpinolene (1.3%) and a-terpineol (1.6%). Other reports are by Adams et al. (1997), 
Amri et al. (2013), Pauly et al. (1983), Floreani et al. (1982), and Gamero et al. (1978) 

This paper compares the volatile leaf oil of the horizontal fonn of C. sempennrens from natural 
populations in Cyprus and Turkey to that of cultivated fastigiate trees from Montenegro, Turkey, and 
California, USA. 


MATERIALS AND METHODS 


Plant materials: 

Cupressus sempervirens L. (horizontal form): 

Cypru.s: 35° 16' 34.58" N, 33° 23' 14.12" E, 361 m, 3 June 2015, Salih Gucel ns, Lab Acc. Robert P. 
Adams 4560-14564, 

Turkey: pyramidal trees, branches horizontal, 

Vicinity of Beskonak village, Serik, Antalya, 37° 17' N, 31° 18' E, elev. 180 m, 23 May 2015, Coll. 
Tugrul Malaraci, 2015-14, Lab Acc: Robert P. Adams 14565, 

In Koprulu Kanyon National Park, on the road of Ancient city of Selge, Beskonak village, Serik, 
Antalya, 37° 21' N, 31° 53' E, elev. 708 m, 23 May 2015, Coll. Tugrul Mataraci, 2015-15, Lab. Acc: 
Robert F. Adams 14566. 

In Kdpriilu Kanyon National Park, on the road of Ancient city of Selge, Beskonak village, Serik, 
Antalya, 37° 22' N, 3 1 ° 1 3' E, elev. 817m, 23 May 20 1 5, Coll. Tugrul Mataraci, 2015-16, Lab. Acc: 
Robert P. Adams 14567. 

In Kdprulii Kanyon National Park, on the road of Ancient city of Selge, Beskonak village, Serik, 
Antalya, 37° 21' N, 3 1° 14' E, elev. 764 m, 23 May 2015, Coll. Tugrul Mataraci, 2015-17, Lab. Acc: 
Robert P. Adams 14568 


Cupressus sempervirens (fastigiate form): 

Montenegro: 

fastigiate (strict), columnar tree in maquis, appearing natural but likely an escaped cultivar, Komunal 
Budva, Petrovac, betw^een coasts of Lucica and Buljarica, forest rd. ca. 42° 12' N, 18° 57' E, 30 m, 24 
Aug 2015, Coll. Tugrul Mataraci, 2015-28, Lab Acc: Robert P. Adams 14672, 

cultivated, strict, columnar trees, in the park, Komunal Budva, Petrovac, Sv, Stefab coast, 42° 12' N, 
18° 57' E, 2 m, 24 Aug 2015, Coll. Tugi'ul Mataraci, 2075-29, Lab Acc; Robert P. Adams 14673. 

Turkey: 

cultivated. Ayvalik- Town cemetery, Balikesir Province, living hedge around the cemetery, up to 20m 
tall, strict habit, 39° 17' N, 26° 41' E, ca. 50 m, 18 July 2015, Coll. Tugrul Mataraci, 2015-24, Lab Acc: 
Robert P. Adams 14597, 

cultivated in park, Istanbul, Beyoglu-Halicioglu jet., strict habit, 41° 29' N, 28° 56' E , 34 m, 12 Aug 
2015, Coll. Tii^iil Mataraci, 2015-25, Lab Acc: Robert P. Adams 14647, 

cultivated on the highway between Izmit-Kocaeli, strict habit, 40° 46' N, 29° 39' E, 26m, 16 Aug 
2015, Coll. Tugrul Mataraci, 2015-26, Lab Acc: Robert P. Adams 14648, 

cultivated, Emirgan Park. Istanbul,strict, columnar tiees, 41° IF N, 29° 05' E, 84 m, 6 Sept 2015, 
Coll. Tugrul Mataraci, 2015-30, Lab Acc: Robert P. Adams 14674, 



50 


Phytologia (Jan 19, 2017) 99(1) 


United States: 

cultivated. Carlsbad. CA, approx. 33° 06' 56.6" N, 117° 18' 39.3" W., 151 ft, 17 July 2015, San Diego 
Co., Coll. Jim A. Bartel, 1631-1635. Lab Acc. Robert P. Adams 14591-14595. Dates trees 1631-1635 
planted: 1985. 2005, 2000, 1980, 2010, 

All specimens are deposited in the BAYLU herbarium. 

Isolation of Oils - Fresh leaves (200 g) were steam distilled for 2 h using a circulatory Clevenger- 
type apparatus (Adams, 1991). The oil samples were concentrated (ether trap removed) with nitrogen and 
the samples stored at -20°C until analyzed. The extracted leaves were oven dried (100°C, 48 h) for 
determination of oil yields. 

Chemical Analyses - The oils were analyzed on a HP5971 MSD mass spectrometer, scan time 1 
sec., directly coupled to a HP 5890 gas chromatograph, using a J & W DB-5, 0.26 mm x 30 m, 0.25 
micron coating thiclcness, fused silica capillaiy colunm (see 5 for operating details). Identifications were 
made by library searches of our volatile oil library (Adams, 2007), using tlie HP Chemstation library 
search routines, coupled with retention time data of authentic reference compounds. Quantitation was by 
FID on an HP 5890 gas chromatograph using a J & W DB-5, 0.26 mm x 30 m, 0.25 micron coating 
thickness, fused silica capillary column using the HP Chemstation software. 

RESULTS AND DISCUSSION 

The volatile leaf oils of the horizontal form of C. sempenirens from natural populations in 
Cyprus and Turkey were very unifonn and dominated (Table 1) by a-pinene (36.2, 26.0%), myrcene 
(2.4, 2.4%), 8-3-carene (18.3, 16.0%), terpinolene (3.2, 3.8%), a-terpinyl acetate (4.7, 3.5%), cedrol (4.4, 
3.3%), manoyl oxide (0.7, 3.8%), iso-pimara-7, 15-diene (0.4, 2.6%), isoabienol (2.4, 4.0%), and trans- 
totai'ol (1.5, 5.7%). 

The oils compositions of samples of C. sempen’irens cv. ‘Glauca Stricta’ from near San Diego, 
CA, USA proved to very uniform, suggesting tliat these are likely clones. The average values of the 
components show its oil to be quite similar to the horizontal form of C. sempervirens from natural 
populations from Cyprus and Turkey (Table 1.) In contrast, the oils of the fastigiate foiins from Turkey 
and Montenegro were quite variable (Table 1). Interestingly the oils from a cultivated tree and the 'wild' 
(escaped cultivar?) fastigiate tree in Montenegro had quite different oils (Table 1). 

Jacobson (1996) elaborated on the introduction and cultivation of Cupressus semperxurens 
cultivars into the United States. He notes the introduction of the Italian cy press (cv. ‘Stricta’) into North 
America is unknown, but George Washington planted one at Mt. Vernon in 1786. It seems vety^ probable 
that Italitm cypress was introduced into Mexico by the Spaniards much earlier, as it is universally planted 
at churches and cemeteries in Mexico. Jacobson (1996) lists the introductions of known cultivars as: 
cv ‘Glauca Stricta’ < 1934; cv. ’Stricta’, date uncertain; cv. 'Swane’s Golden' <1977-78 by Swane Bros. 
Nursery, Australia; cv. ‘Totem’ <1992, ex Duncan & Davies nursery, NZ; cv. ‘Variegata’ <1930s likely 
from England ca. 1848. The commonly cultivated Italian cypress around San Diego, CA appears to be 
cv. ‘Glauca Stricta.’ 

It is interesting that three components characteristic of cedamood oil (a-cedrene, p-cedrene, 
cedrol) are present in the leaf oils from Cyprus, Turkey, ‘Stricta’ from California, and 14674 and 14647 
from Turkey, but only a trace or absent from the other oils from fastigiate trees (Table 2). Overall, the 
major teipenes compositions are very uniform for the horizontal fonn from natural populations (Cyprus, 
Turkey) and cultivated fastigiate trees in California and Istanbul, but ver>^ variable (Table 2) for the other 
cultivated fastigiate tree oils (Turkey and Montenegro). 



Phytologia (Jan 19, 2017) 99(1) 


51 


a-pinene varies from 19.9% to 65.7% among the stricta oils (Table 2). In fact, the stricta Turkey 
14597 is most unusual in having a high concentration of a-pinene, but very low concentrations of 5-3- 
carene (0.2%), linalool (trace), a-cedrene (none), p-cedrene (0.1%), cedrol (trace) and abietadiene (trace). 

Cultivated fastigiate Ciipressiis sempennrens trees from California and Istanbul (14674) both 
have oils that are ver} similar to from natural populations from Cyprus and Turkey (Tables 1, 2). 
Variation in tlie composition of oils from cultivated trees in Turkey and Montenegro suggests that these 
cultivars arose from multiple selections of fastigiate trees, rather than cloning and subsequent widespread 
cultivation. The volatile leaf oil composition does not support the recognition of the two growth forms of 
C. sempervirem as distinct taxa. Similarly Faijon (2010) considered that the cultivated fastigiate form 
was not a taxonomic variety but a cultigen. 

ACKNOWLEDGEMENTS 

Thanks to Amy TeBeest for lab assistance. This research was supported in part with funds from 
Baylor University. 

LITERATURE CITED 

Adams, R. P. 1991. Cedarwood oil - Analysis and properties, pp. 159-173. in: Modem Methods of Plant 
Analysis, New^ Series: Oil and Waxes. H.-F. Linskens and J. F. Jackson, eds. Springier- Verlag, 
Berlin. 

Adaius, R. P. 2007. Identification of essential oil components by gas chromatography/ mass 
spectrometry. 2nd ed. Allured Pubf, Carol Stream, IL. 

Adams, R. P., T, A. Zanoni, A. L. Cambil, A. F. Barrero, and L. G. Cool. 1997, Comparisons among 
Cupressus arizomca Greene, C. benthamii Endl., C. lindleyi Klotz. ex Endl. and C. lusitanica Mill, 
using leaf essential oils and DNA fmgeiprinting. J. Essential Oil Res. 9: 303-310. 

Amri, I., L. Hamrouni, M, Hanana. S. Gargouri, and B. Jamoussi. 2013. Chemical composition, bio- 
herbicidal and antifringal activities of essential oils isolated from Tunisian common cypress 
{Cupressus sempennrens L.). J. Med. Plants Res. 7: 1070-1080. 

Chanegriha, N., A. Baaliouamer, and B-Y. Meklati. 1997. GC and GC/MS leaf oil analysis of four 
Algerian cypress species. J. Ess. Oil Res. 9: 555-559. 

Farjon A. 2005. A monograph of Cupressaceae and Sciadopitys. Royal Botanic Gardens Press, Kew, 

UK. 643 pp. 

Farjon A. 2010. A handbook of the world's conifers. Brill Academic Publishers, Leiden, The 
Netherlands. 1111 pp. 

Floreani, S. A., J. A. Retamar, J. A. Retamar and E. G. Gros. 1981 . Essential oil of Cupressus 
sempet'virens (cultivar ‘Stricta’). Essenze, Derivati Agmmari 51: 10-19. 

Floreani, S. A., J. A. Retamar, and E. G. Gros. 1982. An. Asoc. Quimica Argentina 70: 663-667. 

Gamero, J. P. Buil, D. Joulain, and R. Tabacchi. 1978. Parfums, Cosmetiques, Aromes 20: 33-36, 39-41. 
Jacobson, A.L. 1996. North American landscape trees. Ten Speed Press, Berkeley, CA. 722 pp. 

More, D, and J. White 2002 The illustrated encyclopedia of trees. Timber Press, Portland, OR. 800 pp. 
Pauly, G., A. Yani, L. Piovetti, and C. Bernard-Dagan. 1983. Volatile constituents of the leaves of 
Cupressus dupreziana and Cupressus sempeiMrens. Phytochemistry 22: 957-959. 

S^kiewicz, K., K. Boratyhska, M. B. Dagher-Khamat, T. Ok, and A. Boratyhska. 2016. Taxonomic 
differentiation of Cupressus sempenirens and C. atkmtica. Syst. and Biodiv. 14: 494-508. 

Ulukanli, Z., S. Karaborklu, B. Ates, E. Erdogan, M. Cenet, and M. G. Karaastan. 2014. Chemical 
composition of the esseniial oil fi'om Cupressus sempervirens L. horizontalis resin in conjunction 
with it biological assessment. J. Ess. Oil-Bearmg Plants 17: 277-287. 



52 


Phytologia (Jan 19, 2017) 99(1) 


Table 1. Leaf essential oil compositions for Cupressus sempervirens. Compounds in bold show large 
differences between samples. Table abbreviations; horiz. = horizontal form, fast. = fastigiate Ibmi, Turk. 
= Turkey, Calif = California, Tstan. = Istanbul, Mont. = Montenegro, Cyprus 15030 is the average of 5 
samples (14560-14564); Turkey 15031 is the average of 4 samples (14564-14568); California is the 
average of 5 samples (14591-14595). In these tliree cases, because little variation existed among the 
samples, average oils are presented. All the other samples (Table 1) were collected from individual trees. 
Mont, c 14673 is from a cultivated tree in Montenegro, whereas, Mont, ec 14672 is from an escaped 
cultivar (?) tree in Montenegro. 


KI 

compound 

horiz. 

Cyprus 

15030 

m 

fast. 

Cahf 

15032 


fast. 

Turk. 

14647 

fast. 

Turk. 

14648 

fast. 

Turk, 

14597 

fast. 
Mont, c 
14673 

fast. 

Mont, ec 
14672 

921 

tricyclene 

0.01 

0.1 

0.1 

0 1 

t 

0.1 

0,1 

t 

0.1 

924 

a-tliujene 

0.02 

0.1 

0,1 

0.5 

0.1 

t 

t 


1.8 

932 

a-pinene 

36.2 

26.0 

39.1 

34.4 

28.5 

35.2 

65.7 

19.9 

29.6 

945 

a-fenchene 

0.6 

0.4 

0.6 

0.6 

0.8 

0.9 

0.1 

0.9 

0.3 

946 

camphene 

0.2 

0.2 

0,2 

0,2 

0.2 

0.2 

0.3 

0.1 

0.2 

969 

sabinene 

0.5 

0.6 

0.7 

3,4 

0.4 

0.4 

1.0 

1.2 

3.6 

974 

(5-pinene 

1.2 

1.1 

1.1 

1.1 

1.1 

0.9 

1.9 

1.3 

1.4 

988 

rayrccnc 

2.4 

2.4 

2.2 

2.4 

2.3 

2.3 

2.6 

2.7 

3.9 

1002 

a-phel!andrene 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1008 

6-3-carene 

18.3 

16.0 

16.8 

17.3 

30.1 

25.7 

0.2 

30.7 

12.2 

1014 

a-terpinene 

0.2 

0.2 

0 1 

0.2 

0.1 

0.1 

t 

0.2 

0.5 

1020 


0,2 

0.2 

t 

0.1 

0.1 

t 

t 

t 

0.5 

1023 

sylvestrene 

0.2 

0.2 

0.2 

0.2 

0,3 

0.3 

t 


t 

1024 

1 imoncne 

1.4 

12 

2.2 

1.0 

1.0 

0.8 

1.4 

1.7 

2.3 

1025 

P'phdlandrene 

0.9 

1,2 

1.5 

0.9 

1.0 

0.7 

1.3 

1.7 

2.4 

1044 

(E)-|t-ocimene 

t 

0.1 

0.1 

0.1 

0.1 

0.1 

0.1 

0.1 

0.1 

1054 

y-terpinene 

0.4 

0.3 

0,3 

0,4 

0.2 

0,3 

0,2 

0.4 

1.3 

1067 

linalool oxide 

t 

0.1 

t 

t 

t 

t 

t 

t 

0.1 

1082 

m-cymenene 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1086 

terpiiiolcne 

3.2 

3.8 

4.1 

3.2 

3.2 

4.4 

1.4 

4.8 

1.3 

1099 

linalool 

1.5 

0.6 

0.2 

0.3 

0.6 

t 

t 

0.4 

1.1 

1122 

methyl octanoate 

t 

t 

t 

t 

t 

0.1 

t 

t 

t 

1123 

a-camphenal 

0.3 

0.1 

t 

t 

0.1 

t 

t 

t 

0,1 

1133 

cis-p-mentha-2,8-dien-l-ol 

0.2 

t 

t 

t 

0.1 

0.1 

t 

t 

t 

1135 

trans-pinocar\’eol 

0.2 

t 

t 

t 

t 

0.1 

t 

t 

t 

1141 

camphor 

0,2 

t 

t 

t 

0.1 

0.1 

t 

t 

t 

1154 

karahanaenone 

0,8 

0.1 

t 

t 

t 

t 

t 

t 

t 

1159 

p-mentha- 1 ,5-diene-8-ol, 
isomer 

0.3 

0.1 

t 

t 

0.2 

0.1 

t 

t 

t 

1160 

pinocarvone 

0.2 

t 

t 

t 

t 

t 

t 

t 

t 

1166 

p-mentlia- 1 .5-diene-8-ol 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1067 

umbel lulone 

0.1 

0.3 

t 

t 

t 

t 

t 

t 

t 

1174 

terpinen-4-ol 

1.6 

1.3 

0.7 

0.6 

0.6 

0.3 

0,2 

0.5 

1.4 

1176 

m-c> men-8-ol 

0.1 

0.5 

t 

0.2 

0.1 

t 

0.2 

0.2 

0.2 

1179 

p-c\ men-8-oI 

0.2 

0,1 

t 

t 

0,1 

t 

t 

t 

t 

1186 

K-terpineol 

0.3 

0.2 

0,2 

t 

0.2 

0.1 

t 

0,1 

0.1 

12C4 

myrtenol 

t 

0.2 

t 

t 

t 

t 

t 

t 

t 

1204 

verbenone 

0.3 

0.1 

t 

t 

0.2 

0.1 

t 

t 

t 

1241 

carvacrol. methyl ether 

t 

0,2 

0.1 

0.1 

0.2 

1.0 

t 

0.4 

0.5 

1254 

linalool acetate 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1287 

bornyl acetate 

0.2 

0.2 

0.1 

0.4 

0,2 

0.1 

t 

0.8 

1.5 

1315 

<2E,4E->decadi'enal 

t 

0.5 

0.1 

t 

t 

t 

t 

t 

t 

1323 

meth\ l decanoate 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1334 

linalool propionate 

0.6 

0.7 

0.4 

0.4 

1.3 

0.7 

t 

1.0 

0.4 

1346 

tt-terpiiiyl acetate 

4.7 

3.5 

2.0 

1.5 

4.4 

2.8 

1.1 

2.7 

2.4 

1345 

«-cubebene 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1374 

a-ylangene 

t 

t 

t 

t 

t 

t 

t 

t 

t 

1400 

tetradecane 

t 

0.1 

t 

t 

t 

0.1 

t 

t 

0.1 

1410 

a-cedrenc 

0.3 

0.1 

0.1 

0.1 

t 

- 

- 

t 

- 

1411 

2-epi-p-funebrene 

t 

0.1 

0.1 

0.1 

t 

- 

- 

t 

- 

1417 

(E)-caiy ophyllene 

0.1 

0.2 

0.1 

0.2 

0.3 

t 

0.1 

0.4 

0.8 

1419 

p-cedrene 

0.3 

0.3 

0.1 

0.2 

0.3 

t 

0.1 

0.4 

t 



















































































































































































































































































































































































































































































































































Phytologia (Jan 19, 2017) 99(1) 


53 


KI 

compound 

horiz. 

Cyprus 

15030 

horiz. 

Turk, 

15031 

fast. 

Calif 

15032 

fast. 

Istan 

14674 

fast. 

Turk. 

14647 

fast. 

Turk. 

14648 

fast. 

Turk 

14597 

fast. 

Mont c 
14673 

fast. 

Mont w 
14672 

1448 

cis-muurola-3, 5-diene 

0.3 

0.3 

0.1 

0.1 

t 

0.6 

0.2 

0.4 

0.3 

1452 

a-humulene 

0.2 

0.5 

0.1 

0.2 

0.3 

t 

0.2 

0.3 

0.4 

1465 

cis-muurola-4l 14),5-diene 

0,8 

0.7 

0,2 

0.3 

0.2 

1.5 

0.5 

0.8 

0.9 

1478 

y-muurolene 

0.2 

0.1 

t 

t 

0.1 

t 

0.2 

0.2 

0.5 

1480 

^;ermacrene D 

2.1 

2.6 

0.7 

4.1 

1.2 

0.6 

3.5 

3.4 

3.4 

1499 

epi-zonarene 

0.2 

0.2 

t 

t 

t 

0.6 

t 

0.2 

0.3 

1500 

fjt-muurolene 

0.1 

0.1 

t 

t 

t 

t 

0,3 

0.1 

0.1 

1513 

y-cadinene 

0.1 

t 

t 

t 

t 

t 

t 

0,1 

0.2 

1521 

trans-calamenene 

0,3 

0.2 

t 

0.1 

0.1 

0.3 

0.2 

0.2 

0.4 

1.522 

d-cadinene 

0.3 

0.2 

t 

0.1 

0,2 

0.2 

0.2 

0.2 

0.3 

i6mi 

redrol 

4,4 

3.1 

4.5 

6.2 

1.6 

- 

t 

t 

0.1 

1652 

a-cadinol 

0.6 

0.7 

0.2 

0.4 

0.7 

1.3 

1.3 

0.8 

1.0 

1685 

germacra-4< 1 5).5, 1 0( 1 4 )- 
trien-I-al 

0.2 

0.3 

0.1 

0.1 

1.0 

0.3 

0.3 

0.4 

0.5 

1921 

meth’. 1 hexadecanoate 

0.2 

0.2 

t 

t 

t 

t 

t 

t 

0.1 

1958 

iso-pimara-8( 1 4 ), 1 5-d iene 

0.5 

0.7 

0.5 

0.4 

0.6 

1.2 

0.4 

1.5 

0.8 

1987 

mano> 1 o.xide 

0.7 

3.8 

8.5 

0.2 

1.3 

0.7 

2.0 

1.6 

2.2 

1987 

iso-pimara-7, 15-diene 

0.4 

2.6 

1.7 

0.2 

1.4 

0.4 

1.3 

1.5 

1.5 

2055 

abietatriene 

1.5 

3.4 

1.4 

0.5 

0.9 

1.6 

2.5 

1.2 

1.1 

2087 

abietadiene 

0.6 

t 

0.1 

3.0 

t 

5.4 

t 

4.2 

t 

2103 

6-octadecanoic acid, 
methyl ester 

0.4 

t 

t 

t 

t 

0.2 

t 

t 

0,5 

2105 

isoabienol 

2.4 

4.0 

1.7 

1.4 

0.9 

0.9 

1.2 

2.2 

4.7 

2149 

abienol 

0.4 

1,3 

1.0 

3.2 

0.4 

0.8 

0.2 

1.1 

0.9 

2269 

sandaracopimarinol 

- 

0.2 

0.1 

0.2 

t 

0.2 

t 

t 

0.1 

2282 

sempervirol 

t 

0.4 

0.1 

t 

t 

t 

t 

t 

0.1 

2314 

tiaiis-totarol 

1.5 

5.7 

3.1 

5.5 

1.9 

1.4 

0.8 

3.8 

4.2 

2331 

trans-ferruginol 

0.2 

0.7 

0.4 

0.7 

0.4 

0.2 

t 

0.5 

0.6 


KI = linear Kovats Index on DB-5 column. Compositional values less than 0.1% are 
denoted as traces (t). Unidentified components less than 0.5% are not reported. 


Table 2. Comparison of the leaf oil eompositions for the most variable eompounds among samples. 


KI 

compound 

horiz. 

Cyprus 

15030 

horiz. 

Turk, 

15031 

fast. 

Calif 

15032 

fast. 

Istan. 

14674 

fast. 

Turk. 

14647 

fast. 

Turk, 

14648 

fast. 

Turk, 

14597 

fast. 

Mont c 
14673 

fast. 

Mont w 
14672 

932 

a-pinene 

36.2 

26.0 

39.1 

34.4 

28.5 

35.2 

65.7 

19.9 

29.6 

1008 

d-3-carene 

18.3 

16.0 

16.8 

17.3 

30.1 

25.7 

0.2 

30.7 

12.2 

1086 

terpinolene 

3.2 

3.8 

4.1 

3.2 

3.2 

4.4 

1.4 

4.8 

1.3 

1099 

linalool 

1.5 

0.6 

0.2 

0.3 

0.6 

t 

t 

0.4 

1.1 

1410 

a-cedrene 

0.3 

0.1 

0.1 

0.1 

t 

- 

- 

t 

- 

1419 

P-cedrene 

0.3 

0.3 

0.1 

0.2 

0.3 

t 

0.1 

0.4 

t 

1600 

cedrol 

4.4 

3.1 

4.5 

6.2 

1,6 

- 

t 

t 

0.1 

1987 

manoyl oxide 

0.7 

3.8 

5.2 

0.2 

1.3 

0.7 

2.0 

1.6 

2.2 

1987 

iso-pima ra-7, 1 5-dieiie 

0.4 

2.6 

5.2 

0.2 

1.4 

0.4 

1.3 

1.5 

1.5 

2087 

abietadiene 

0.6 

t 

0.1 

3.0 

t 

5.4 

t 

4.2 

t 

2105 

isoabienol 

2.4 

4.0 

1.7 

1.4 

0.9 

0.9 

1.2 

2.2 

4.7 

2314 

trans-totarol 

1.5 

5.7 

3.1 

5.5 

1.9 

1.4 

0.8 

3.8 

4.2 

















54 


Phytologia (Jan 19, 2017) 99(1) 


Survey of cotton {Gossypium sp.) for non-polar, extractable hydrocarbons for 

use as petrochemicals and liquid fuels 

Robert P. Adams and Amy K. TeBeest 

Baylor-Gmver Lab, Baylor University, 1 12 Main Ave., Gruver, TX 79040 

robert_Adams@baylor.edu 

James Frelichowski, Lori L. Hinze and Richard G. Percy 

USDA-ARS, PA, SPARC, Crop Germplasm Research, 2881 F&B Road, 

College Station, TX 77845 

and 

Mauricio Ulloa and John Burke 

USDA-ARS, PA, CSRL, Plant Stress and Germplasm Development Research, 

3810 4th Street, Lubbock, TX 79415 

ABSTRACT 

An ontogenetic study of a commercial cotton cultivar (FiberMax 1320), grown dryland, revealed 
that the dry weight (DW) of leaves reached a maximum at the 1st flower stage, and then declined as bolls 
opened. However, % pentane soluble hydrocai'bon (HC) yield continued to increase throughout the 
growing season (due to the decline of leaf DW), It seems likely that as the bolls mature and seed are 
filled, carbohydrates from the leaves are catabolized and sugars are transported to the bolls for utilization. 
Per plant HC yields increased from square bud stage to 1st flower, remained constant until 1st boll set, 
then declined at 1st boll-opened stage. This seems to imply that most of the HC are not catabolized and 
converted to useable metabolites for filling bolls and seeds. A survey of arid land cotton accessions, 
grown under limited iirigation or similar to dryland at Lubbock, TX, found % HC yield ranged from a 
low of 2.88% to highs of 5.78 and 5.54% . Per plant HC yields ranged from 0.017 to 0.043 g/ g leaf DW . 
Correlation between % HC yield and avg. leaf DW was non-significant (-0.103). A survey of USDA 
germplasm cotton accessions, grown with supplemental underground drip imgation to achieve best yields 
germinated by imgation, thence grown dryland at College Station, TX, found % HC yields were very 
high, with four accessions yielding 11.34, 12.32, 13.23 and 13.73%. Per plant HC yields varied from 
0.023 to 0.172 g/ g leaf DW. Hopi had a high % HC yield (10.03%), but it was the lowest per plant yield 
(0.023 g/ g leaf DW). In contrast, China 86-1 with the second highest % HC yield (13.23%) was the 
highest per plant yield (0.172 g). The correlation between % HC yield and avg. leaf DW was non- 
significant (0.092). Thus, as seen in the arid land accessions, it appears that one might breed for both % 
HC yield and leaf DW in cotton. Published on-line www.phytologia.org Phytologia 99(1): 54-61 (Jan 
19, 2017). ISSN 030319430. 

KEY WORDS: Cotton, Gossypium sp., yields of pentane extractable leaf hydrocarbons, petrochemicals, 
liquid fuels. 


There is a revived interest in sustainable, renewable sources of petrochemicals and fuels from ai‘id 
and semi-arid land crops with the uncertainty of sustained crude oil production in the world. Adams et al. 
(1986) screened 614 taxa from the western US for their hexane soluble hydrocarbon (HC) and resin 
(methanol soluble) yields. They found the highest HC yielding species were from arid and semi-arid 
lands in the Asteraceae (11 species), Asclepiadaceae (1), Celastraceae (1), Clusiaceae (1) and 
Euphorbiaceae (1). The top 2% (12/614) had whole plant HC yields ranging from 10.4 to 16.4%. 




Phytologia (Jan 19, 2017) 99(1) 


55 


Recently, Adams et al. (2017) surveyed native and cultivated sunflowers for their yields of leaf HC for 
use as a potential semi-arid land crop and found high yielding (pentane extractable HC) plants. The top 
2% had HC yields (ex leaves) ranging from 
10.9 to 12.6% (Fig. 1), with the top 5% 
ranging from 8.7% to 12.6%. 


A preliminary analysis of the leaf HC 
yields from six locally cultivated cotton 
plants found a HC yield of 7.94% in one 
plant. In comparison, HC yields from our 
locally cultivated commercial sunflowers 
ranged from 2.75 to 3.85%, as we expected, 
in a crop that has been extensively selected 
for seed production that leads to an 
inadvertent selection against the production of 
protective phytochemicals in the leaves. 

A comparison between sunflowers and cotton characteristics shows considerable differences: 



Figure 1 . Frequency distribution of HC yields for 
329 H. annuus plants (from Adams et al., 2017). 


characteristics 

sunflowers (commercial) 

cotton (commercial) 

annual/ perennial 

annual 

perennial (but grown as an annual) 

habit 

herbaceous 

woody 

flowering 

natural, 1 flower head/plant 
(natural: many heads/plant) 

induced by growth regulators or drought, 
many flowers/plant (depending on 

photoperiod) 

leaf life 

lower leaves yellow and die 

generally defoliate for harvest 

natural habitat 

temperate. North America 

dry tropics (or dry sub-tropics) 

origin 

from H. annuus. North America 

complex genetics from taxa from around the 
world (Wendel and Grover, 2015). 


Annual sunflowers, herbaceous plants, live only to reproduce (by seed), whereas cotton, a woody, 
perennial, having evolved with a dry season to induce flowering and seed formation, has adapted to a long 
lifetime, in which annual seed production is not critical for short-term survival. However, maintaining 
plant defensive chemicals and storing energy metabolites for cotton to survive the dry season are 
important. 

The evolution of modern cotton (Gossypium sp.) encompasses an improbable series of events that 
involved transoceanic, long-distance dispersal with hybridization involving two diploids, one from the 
Old World and one from the New World, forming the modern cultivated allo-tetraploid, G. hirsutum (the 
reader is urged to read the informative account by Wendel and Grover, 2015). 

Although there are several papers on the conversion of cotton field stubble to liquid fuels (see 
Putun, 2010; Putuan et al., 2006; Akhtar and Amin, 2011 and references therein), there appear to be no 
surveys of the yields of non-polar HC extractables in cotton. 

As a part of our research on the investigation of contemporary crops for alternative, renewable 
sources of petrochemical feedstocks and fuels, the present paper reports on the yields of HC from cotton 
(Gossypium sp.) cultivars and accessions. 


56 


Phytologia (Jan 19, 2017) 99(1) 


MATERIALS AND METHODS 


Plant Materials: 

Ontogenetic variation in HC yields study: 

Commercial, cultivated cotton - FiberMax 1320, dryland, dark, loam soil, JP TeBeest Farm, 36° 25' 0.6" 
N, 101° 32' 17.3" W, 3258 ft., Oslo, TX, avg. annual rainfall, 19.3". The eight (8) lowest growing, non- 
yellowed mature leaves were collected at random from each of 10 cotton plants, at square bud, 1st open 
flower, 1st boll, and 1st boll completely opened stages. The leaves were ah dried in paper bags at 49° C 
in a plant dryer for 24 hr or until 7% moisture was attained. 

HC yields of 30 cotton accessions representing photoperiodic and non-photoperiodic fonns of two 
species: 

Cultivated at the USDA-ARS Southern Plains Agricultural Research Center, College Station, TX, 30 37' 
5.00" N, 96 21' 50" W, 354 ft., subsurface drip irrigation, sandy soil, annual rainfall 40". The lowest 
growing, non-yellowed, mature leaf was collected at random, from each of 4-5cotton plants and bulked 
for an accession sample. Different accessions varied in growth stage from square bud, 1st flower, and 1st 
boll as the accessions were being grown for seed production. These accessions represent both 
photoperiodic and non-photoperiodic types as well as obsolete cultivars within the two commercial 
tetraploid cotton species, G. hirsutum and G. barbadense. These accessions were collected worldwide 
and are maintained by the USDA National Cotton Germplasm Collection. 

HC yields 21 cotton accessions grown for drought testing: 

Cultivated at the USDA-ARS Plant Stress and Germplasm Development Research Center, Lubbock, TX, 
33 35' 36.3" N, 101 54' 4.2" W, 3243 ft., hght, sandy soil, avg. annual rainfall 19.2". The lowest growing, 
non-yellowed, mature leaf was collected at random, from each of 10 cotton plants and bulked for an 
accession sample. Different accessions varied in growth stage from square bud to 1st flower. Some 
supplemental water was applied during the growing season to attain germination and 1 united growth to 
reflect plant stress responses, similar to dryland production, otherwise the plants were watered only by 
natural rainfall. These accessions represent a diverse pool of G. hirsutum germplasm with different 
genetic backgrounds from the USDA National Cotton Germplasm Collection. 

Leaves were ground in a coffee mill (Imm). 3 g of air dried material (7% moisture) was placed 
in a 125 ml, screw cap jar with 20 ml pentane, the jar sealed, then placed on an orbital shaker for 18 hr. 
The pentane soluble extract was decanted through a Whatman paper filter into a pre-weighed aluminum 
pan and the pentane evaporated on a hot plate (50°C) in a hood. The pan with hydrocarbon extract was 
weighed and tared. 

The shaker-pentane extracted HC yields are not as efficient as soxhlet extraction, but much faster 
to accomplish. To correct the pentane yields to soxhlet yields, one sample was extracted in triplicate by 
soxhlet with pentane for 8 hrs. All shaker extraction yields were conected to oven dry wt. (ODW) 
multiplication of 1.085. For the cultivated TeBeost cotton, the shaker yields were corrected by the 
increased soxhlet extraction efficiency (CF = xL56). For the arid land accessions, the soxhlet CF was 
xl.31 and for the accessions grown at College Station, the soxhlet CF was xl.69. 


RESULTS 

Ontogenetic variation in HC yields in FiberMax 1320, grown dryland, are given in Table 1. 
Notice (Fig. 2) that the D W of 8 leaves (Ivs) (from each plant) reach a maximum at the 1 st flower stage, 
and then declined. However, % HC yield continued to increase throughout the growing season (due to 
the decline of leaf DW). It seems likely that as the bolls mature and seed are filled, carbohydrates from 
the leaves are metabolized into sugars that are transported to the bolls for utilization. Non-polar 
hydrocarbons such as waxes, terpene hydrocarbons, alkanes, alkenes, etc. are thought to be largely inert 



Phytologia (Jan 19, 2017) 99(1) 


57 


and not subject to catabolism. Notice that non-polar hydrocarbons (HC, as g DW/ 8 leaves) increased 
from square bud stage to 1st flower, remained constant until 1st boll-set, then declined at 1st boll-opened 
stage (Fig. 2). This seems to imply that most (-80% 0.355 g/0.440 g. Table 1) of the HC are not 
catabolized and converted to sugars or other metabolites that might be utilized for during the maturation 
of the bolls and seeds. Approximately -80% of the non-polar hydrocarbons remain in the leaves (at least 
through the boll-opening stage (additional research is in planned to further examine the fate of non-polar 
HC). 

Table 1. Ontogenetic variation in pentane soluble hydrocarbon (HC) yields in FiberMax 1320, grown 
dryland using eight leaves (Ivs) per plants and dry weight (DW) of leaves. 


collection growth stage 

DW for 

8 Ivs/plant, 
std err. mean 

% HC yield, 
std err. mean 

Range of 
yields(%) 

HC g/ 8 Ivs DW, 
std err. mean 

14949 Cotton, cult Oslo, 
square bud stage 

5.49 g, 0.32 

4.05%, 0.15 

(3.31 - 4.56) 

0.222 g, 0.016 

14949 Cotton, cult Oslo, 

1 St flower stage 

7.46 g, 0.34 

6.05%, 0.35 

(4.78 - 7.84) 

0.451 g, 0.053 

14949 Cotton, cult Oslo, 

1st boll set 

6.29 g, 0.36 

6.99%, 0.31 

(4.95 - 8.28) 

0.440 g, 0.034 

14949 Cotton, cult Oslo, 1st 
boll open, seeds maturing 

4.43 g, 0.286 

8.02%, 0.25 

(6.65 - 8.90) 

0.355 g, 0.027 



Figure 2. Ontogenetic variation in HC yields (as % HC yield and g HC/g dry leaves) in FiberMax 1320. 

The survey of arid land cotton accessions growing dryland at Lubbock, TX revealed (Table 2) 
that % HC yield ranged from a low of 2.88% (14972, 16TXLWSA057) to highs of 5.78% (14961, 


58 


Phytologia (Jan 19, 2017) 99(1) 


16TXLWSA039) and 5.54% (14964, 16TXLWSA043). Yields based on g HC/ g leaf DW ranged from 
0.017 (14971, 16TXLWSA056) to 0.043 (14961, 16TXLWSA039 and 14965, 16TXLWSA047). 

The con'elation between % HC yield and avg, leaf DW was non-significant (r = -0.103). Thus, 
one might be able to breed for increases (up to some point) in both % HC yield and leaf DW in the same 
genotype. 


Table 2. Cotton screening for leaf HC of arid land accessions at USDA, Lubbock, TX. 


Lab # , Plot No. 

USDA 

identifier 

g avg leaf 

DW 

% yield HC* 

g HC yield/ g 
leafDW 

14954 LI, 16TXLWSA002 

DP1212 

0.579 

4.87 

0.028 

14955 L2 , 16TXLWSA012 

SA-0464 

0.542 

5.30 

0.029 

14956 L3 , 16TXLWSA015 

SA-0476 

0.733 

4.54 

0.033 

14957 L4 , 16TXLWSA016 

SA-1049 

0.600 

3.83 

0.023 

14958 L5 , 16TXLWSA021 

SA-1598 

0.530 

4.83 

0.026 

14959 L6 , 16TXLWSA029 

STV5458 

0.570 

4.35 

0.025 

14960 L7 , 16TXLWSA036 

SA-0473 

0.493 

3.69 

0.018 

14961 L8 , 16TXLWSA039 

SA-1484 

0.737 

5.78 Hi 1 

0.043 Hi 

14962 L9 , 16TXLWSA041 

SA-1269 

0.627 

4.08 

0.027 

14963 LIO , 16TXLWSA042 

SA-1555 

0,635 

3.55 

0.023 

14964 LI 1 , 16TXLWSA043 

SA-3128 

0.632 

5.54 Hi 2 

0.035 

14965 L12 , 16TXLWSA047 

SA-2289 

0.852 

5.06 

0.043 Hi 

14966 L13 , 16TXLWSA049 

FM2011 

0.781 

3.31 Lo 

0.026 

14967 L14 , 16TXLWSA050 

PHY72 

0.627 

4.20 

0.026 

14968 L15 , 16TXLWSA052 

SA-1762 

0.836 

3.49 

0.029 

14969 L16 , 16TXLWSA053 

SA- 1 759 

0.647 

3.73 

0.024 

14970 LI 7 , 16TXLWSA055 

SA-0429 

0.682 

3.88 

0.026 

14971 L18 , 16TXLWSA056 

STV474 

0.471 

3.55 

0.017 Lo 

14972 LI 9 , 16TXLWSA057 

PHY375 

0.917 

2.88 Lo 

0.026 

14973 L20 , 16TXLWSA059 

SA-2169 

0.773 

4.59 

0.035 

14974 L21 , 16TXLWSA062 

SA-1599 

0.893 

4.34 

0.039 

14975 L22 , Pima, 

SJ-FR05 

1.018 

2.78 

0.028 

r (leaf wt, % yield) = -0.103 ns 






The survey of USDA germplasm cotton accessions grown with supplemental uxigation at College 
Station, TX, found % HC yields were very high, with four accessions yielding 1 1.34, 12.32, 13.23 and 
13.73% (Table 3). These HC yields are in the top 2% reported by Adams et al. (1986) and top 1% for 
sunflowers (Fig. 1, Adams et al. 2017). 

Per plant HC yields (g HC/ g leaf DW) varied from 0.023 g to 0. 1 72 g, a 7-fold range (Table 3). 
Hopi (14992) had a high % HC yield (10.03%), but it was the lowest per plant HC yield (0.023 g/ plant). 
In contrast, China 86-1 (14997) with the second highest % HC yield (13.23%), had the highest per plant 
HC yield (0.172, Table 3). The correlation between % HC yield and avg. leaf DW was non-significant (r 
= 0.092 ns). Thus, as seen in the arid land accessions, it appears that one might breed (up to some 
maximum point) for both % HC yield and leaf DW in cotton. This seems counter intuitive, but it may be 
that cotton, being a perennial, and closely related to wild plants, may use the leaf hydrocarbons for plant 
defensive chemicals. If so, there may be an evolutionary advantage to fully protect plants with large 
leaves as well as those with small leaves. At this survey stage, we have not examined the amount of 
gossypol (a known defense chemical). 




Phytologia (Jan 19, 2017) 99(1) 


59 


Table 3. Cotton screening for leaf HC at USDA germplasm center, College Station, TX. 
For % yield HC: + = 10.01 - 11.00%; ++ = 11.01 - 13.73%. 

For g HC yield/leaf DW: + = 0.110 - 0.137g (top 13%); ++ = 0138 - 0.172g (top 3%). 


Lab acc Source 

USDA 

identifier 

g avg leaf 

DW (# plants) 

% yield HC 

g HC yield/ g 
leaf D W 

14983, U1 , Tanguisw LMW 12-40 

GB-0085 

1 .335 (4) 

5.97 

0.080 

14984, U2, Mono 57 

GB-0204 

1.360(4) 

7.37 

0.100 

14985, U3, Nevis 81 

GB-0227 

0.728 (4) 

10.36 + 

0.041 

14986, U4, Ashmouni Giza 32 

' GB-0230 

1.128(4) 

7.37 

0.083 

14987, U5,Ashabad 1615 

GB-0790 

0.866 (4) 

7.01 

0.061 

14988, U6, Tadla 2 

GB-1439 

1.106(4) ! 

9.70 

0.107 

14989, U7, 3-79 

na 

0.720 (4) ; 

7.06 

0.051 

14990, U8, Pima S-5 

S A- 1497 

0.995 (4) ' 

‘ 7.92 

0.079 

14991, U9, TAM 87N-5 

SA-1710 

0.764 (4) 

6.64 

^ 0.051 

14992, U 10, Hopi 

^ SA-0033 

1 0.266 (4) 

10.03 + 

0.023 Low 

14993, Ull, Mexican #68 

SA-0815 

' 0.994 (4) 

7.92 

0.079 

14994,U12,Christidis 53D7 

SA-1 166 

0.706 (4) 

13.73 ++Hi 

0.097 

14995, U13,Acala SJ-1 

SA-1 181 

0.962 (4) 

12.32 ++ 

0.119 + 

14996, U 14, 3010 

SA-1403 

1.463 (4) 

9.08 

0.133 + 

14997, U 15, China 86-1 

SA-1419 

1.300(4) 

13.23 ++ 

0.172 ++Hi 

14998, U 16, TM 1 

SA-2269 

1.244(4) 

1 1 .09 ++ 

0.138 + 

14999, U 17, KL 85/335 

SA-2589 

0.812(4) 

10.25 + 

0.083 

15000, U18, KLM-2026 

SA-2597 

0.802 (4) 

9.02 

0.072 

15001, U19,TAM91C-34 

SA-2910 

1.006 (4) 

10.85 + 

0.109 

1 5002 ,U20, Vir-7080Col.Macias 1 7 

SA-3348 

0.896 (4) 

11.34 ++ 

0.102 

15003, U21,Palmeri, wild 

TX-0005 

: 0.398 (5) 

7.92 

0.032 

, 15004, U22,Latifolium, wild 

TX-OlOO 

' 0.894 (5) 

10.72 + 

0.096 

15005, U23,Latifolium, wild 

TX-0104 

0.967 (5) 

9.25 

0.089 

15006, U24,Punctatum, wild 

TX-0114 

'0.815(5) ; 

6.33 

0.052 

15007, U25,Morrili, wild 

TX-0130 

1 0.830 (5) 

8.67 

0.072 

15008, U26,Marie-galante, wild 

TX-0367 

1.289(5) 

7.37 

0.095 

15009, U27,Rlchmondi, wild 

TX-0462 

0.973 (5) 

9.93 

0.097 

15010, U2S,Marie-galante, wild 

TX-0866 

0.511 (5) 

8.05 

0.041 

15011, U29,Marie-galante, wild 

TX-0878 

0.692 (5) 

4.50 

i 0.031 

15012, U30,Yucantanense, wild 

TX-1046 

0.728 (5) 

3.29 Low 

0.024 Low 

r (leaf wt, % yield) = 0.092 ns 






Principal Coordinate Analysis (PCoA), utilizing 597 SSR bands, of the 30 accessions revealed the 
accessions are divided into G. barbadense and G. hirsutum (Fig. 3, left and right) (see Hinze et al., 2016 
for further details on molecular marker analysis). The G. barbadense samples (8) are all improved 
accessions. The samples of G. hirsutum contain both wild and improved accessions fonning a very loose 
group, but the wild accessions are mostly found in the upper-right quadrant of the ordination (Fig. 3). 

Utilizing the g HC/ g leaf DW data, the above average HC yielding accessions are clearly 
clustered in a tightly grouped set of improved accessions (Fig. 3, dashed oval). Plotting the high and 
highest yielding samples revealed that all three of the high yielding samples ( SA-1 181, SA-1403, SA- 
2269, top 13%) and the highest yielding individual (SA-1419, top 3%) are found in that group (Fig. 3, 




60 


Phytologia (Jan 19, 2017) 99(1) 


dashed oval). The discovery of the highest yielding individuals in a group of improved accessions is 
surprising, in view of the selection for increased cotton seed and fiber yields. 



Figure 3. Principal Coordinate Analysis (PCoA) based on 597 SSR bands. The percent of variance 
accounted for among accessions is given on Dim 1 and Dim 2. See text for discussion. 

It is also surprising that none of the wild accessions had high yields, although TX-OlOO had a 
high % yield (10.72%), but having smaller leaves resulted in a moderate total g HC/ g leaf DW yield 
(Table 3). It is interesting that genetically (by SSR data), TX-OlOO is ordinated nearest of any other wild 
accessions to the high HC yielding group (Fig. 3). It may be that back-crossing TX-OlOO with S A- 1419 
might produce some useful progeny in the future. 

CONCLUSION 

By the very definition of 'survey', this report is preliminary. Nevertheless, it seems remarkable 
that a commercial crop, that has been bred and selected for seed (and lint) production, would sequester 
such high amounts of hydrocarbons in leaves, as found in many cotton accessions. These results raise 
many evolutionary questions, as well as numerous practical questions such as: Are the HC yields 
heritable? Are they environmentally induced? Can breeding increase these HC levels without 
detrimental effects on growth and hardiness? Clearly, much more research is needed (in progress). 

LITERATURE CITED 

Adams, R. P., M. F. Balandrin, K. J. Brown, G. A. Stone and S. M. Gruel. 1986. Extraction of liquid 
fuels and chemical from terrestrial higher plants. Part I. Yields from a survey of 614 western United 
States plant taxa. Biomass 9: 255-292. 

Adams, R. P. and A. K. TeBeest. 2016. The effects of gibberellic acid (GA3), Ethrel, seed soaking and 
pre-treatment storage temperatures on seed germination of Helianthus annuus and H. petiolaris. 
Phytologia 98: 213-218. 


Phytologia (Jan 19, 2017) 99(1) 


61 


Adams, R. P., A. K. TeBeest, B. Vaverka and C. Bensch. 2016. Ontogenetic variation in pentane 
exti'actable hydrocarbons from HeUanthus annuus. Phytologia 98: 290-297. 

Adams, R. P,, A. K. TeBeest, W. Holmes, J, A. Bartel, M, Corbet and D. Thornburg. 2017. Geographic 
variation in pentane extractable hydrocarbons in natural populations of HeUanthus annuus 
(Asteraceae, Sunflowers). Phytologia 99: 1-9. 

Aklitar, J. and N. A. S. Amin. 201 1. A review on process conditions for optimum bio-oil yield in 

hydrothermal liquefaction of biomass. Renewable and sustainable Energy Reviews 15: 1615-1624. 

Hinze, L.L., E. Gazave, M.A. Gore, D.D. Fang, B.E. Scheffler, J.Z. Yu, D.C. Jones, J. Frelichowski and 
R.G. Percy. 2016. Genetic diversity of the two commercial tetraploid cotton species in the 
Gossypiurn Diversity Reference Set, Journal of Heredity 107: 274-286. 

Putun, A. E. 2010. Biomass to bio-oil via fast pyrolysis of cotton sti'aw and stalk. J. Energy Sources 24: 
275-285. 

Putun, E., B. B. Urzun and A. E. Putun. 2006. Fixed-bed catalytic pyrolysis of cotton-seed cake: Effects 
of pyrolysis temperatue, natural zeolite content and sweeping gas flow rate. Bioresource Technology 
97: 701-701. 

Wendel, J. F. and C. E. Grover. 2015. Taxonomy and evolution of the cotton genus, Gossypiurn. In: 

Cotton, 2nd ed., D. D. Fang and R. G. Percy, eds.. Agronomy Monograph 57. 



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Phytologia (Jan 19, 2017) 99(1) 


DNA sequencing and taxonomy of unusual serrate Juniperus from Mexico; Chloroplast capture 

and incomplete lineage sorting in J. coahuilensis and allied taxa 

Robert P. Adams 

Biology Department, Baylor University, Box 97388, Waco, TX 76798, USA, Robert_Adams@baylor.edu 

M. Socorro Gonzalez-Elizondo, Martha Gonzalez-Elizondo, David Ramirez Noya 

CIIDIR Unidad Durango, Instituto Politecnico Nacional, 

Sigma 119, Durango, Dgo., 34234 Mexico 

and 

Andrea E. Schwarzbach 

Department of Health and Biomedical Sciences, University of Texas - Rio Grande Valley, 

Brownsville, TX 78520, USA. 

ABSTRACT 

Analysis of nrDNA, petN-psbM, trnS-trnG, trmD-trnT, and tmF-trnL of Juniperus coahuilensis 
and allied taxa of Mexico found typical J. coahuilensis, as well as individuals with: coahuilensis cp and 
hybrid ITS; coahuilensis cp and novel ITS sequence (La Pamlla type); novel Blue Fruited cp (blue fruited 
taxon) and coahuilensis ITS; plus Blue Fruited cp and La Parrila ITS. nrDNA data was examined and 
found to detect hybridization, chloropla.st capture and incomplete lineage sorting. In addition, a new 
taxon was found with Blue Fruited (Blue Fruited) cp and /. martinezii ITS, suggestive of chloroplast 
capture. New records of J. saltillensis were confimied from Zacatecas. A new record of J. martinezii 
from Durango was also confirmed. Several plants affiliated with eitlier J. martinezii, or J. flacckla were 
in distinct clades showing the need for additional research on their volatile leaf oils, moiphology and 
ecology to address their taxonomic status. And lastly, a very unusual population of junipers large, single 
stemmed trees with aff. J. poblana was found in Nayarit, with long and pendulous foliage. Analysis of 
the leaf volatile oils, ecology and morphology of this taxon is necessary (in progress) to ascertain its 
taxonomic rank. Published on-line www.phytologia.org Phytologia 99(1): 62-73 (Jan 19, 2017). ISSN 
030319430, 

KEY WORDS: Juniperus coahuilensis, J.flaccida, J. martinezii, J. poblana, Cupressaceae, 
hybridization, introgression, incomplete lineage sorting, nrDNA polymorphisms, petN-psbM DNA. 


As a part of on-going research on Juniperus, recently, Adams (2016) found (by petN-psbM 
sequencing) that Juniperus arizonica, previously known only from Arizona and New Mexico, occurs in 
northern Sonora and Chihuahua, trans-Pecos Texas in the Franklin Mtns., Hueco Mtns., Hueco Tanks 
State Park, Quitman Mtns., Eagle Mtns. and Sierra Vieja Mms., primarily on igneous material. These 
trans-Pecos juniper populations have previously been identified as J, coahuilensis. 

Additional examination of populations of J. coahuilensis in the Trans-Pecos, Texas region 
(Adams 2017) revealed that situation was more complex with a relatively sharp demarcation between J. 
arizonica and J. coahuilensis (Fig. 1). The zone of contact and likely hybridization is in Hueco Tanks 
State Park, Quitman Mtns., and Anima Mtns. and this appears to be a region of introgression northward 
from J. coahuilensis (Fig. 1). 

Although it appeared that the J. coahuilensis at La Zarca, MX was a pure population (Adams 
2017), new specimens of aff. J. coahuilensis with violet, reddish and blue colored fruits have been 
discovered in north central Mexico that do not fit the current Juniperus keys (Adams 2014). The present 
distribution map of J. coahuilensis is shown in Figure 2. 




Phytologia (Jan 19, 2017) 99(1) 


63 


The purpose of this paper is to report on the results of DNA sequencing for these new, 
morphologically variable samples in an effort to better understand the variation in the serrate junipers of 
Mexico, with particular emphasis on J. coahuilensis and its allies. 



Figure 1 . Plant distribution map 
showing their classification as J. 
arizonica, J. coahuilensis, or hybrids 
based on the results from both nrDNA 
and cpDNA analysis. From Adams 
(2017). 


MATERIALS AND METHODS 

Plant material and populations studied: 

J. coahuilensis, large population with thousands of trees. Mexico, Durango, 85 km n. of La Zarca on Mex. 
45, 26° 21' N, 105° 16.66’ W,1740m, 10 Dec 1991, Robert P. Adams 6829-6831, 

J. coahuilensis, large population in Bouteloua grassland, multi-stemmed tree, 4 m tall, female, female 
cones glaucous, blue-pinkish when mature. Mexico, Durango, at km 18 on Mex. 45, north of Durango, 
pollen shed in fall, bark exfoliating in narrow strips. 24° 09.067’N, 104° 42.462’ W, 1938 m, 7 May 
2004, Coll. R. P. Adams 10241, 10242. 

J. aff. coahuilensis, shrub or tree 3-6 m, seed cones globose, fleshy, bright rose to salmon colored, sweet, 
l(2)-seeded, on limestone, Mexico, Durango, Mpio. Nombre de Dios, San Jose de La Parrilla, 23° 44' 
20" N, 104° 07' 20" W, 2120 m, 27 Aug 2004, Coll. Socorro Gonzalez 6988, Lab Ace. Robert P. Adams 
10454, 

J. aff. coahuilensis. Plant on limestone, with unusual seed cones: fibrous, bluish appearance because of 
the dense glaucous cover on a green surface, one seed [Not fleshy, nor rose or salmon, nor sweetish as 
in J. coahuilensis]-, bark thin, fibrous, gray-brown, Mexico, Durango, Mpio. Nombre de Dios, San Jose 
de La Parrilla; on limestone, 23° 44' 20" N, 104° 7' 20" W, 2120 m, 27 Aug 2004, Coll. Socorro 
Gonzalez 6989, Lab Ace. Robert P. Adams 10455, 

J. aff. coahuilensis hybrid?. Plant with unusual seed cones: fleshy as found in J. coahuilensis (present in 
the same site), but differs having dull purple to dull rose color, glaucous, seed cones in dense groups; 
branches firm, ascendant; bark thin, fibrous, gray-brown, Mexico, Durango, Mpio. Nombre de Dios, 
San Jose de La Parrilla; on limestone. 23° 44' 20" N, 104° T 20" W, 2120 m, 27 Aug 2004, Coll. 
Socorro Gonzalez 6990; Lab Ace. Robert P. Adams 10456, 

J. aff. coahuilensis. Abundant shrubs, 2-3 m, seed cones rose-pale cherry, without glaucous cover, 
Mexico, Durango, Mpio. Guanacevi; SE of Guanacevi, on road to Durango, 25° 53' 14" N, 105° 50' 59" 


64 


Phytologia (Jan 19, 2017) 99(1) 


W, 1990 m, 27 Aug 2004, Coll. Socorro Gonzalez and M. Gonzalez-Elizondo7005; Lab Acc. Robert P. 
Adams 10459, 

J. aff. coahuilensis, Abundant, trees on limestone, to 3 m, seed cones fleshy, red-orange, sweet, Mexico, 
Durango, Mpio. Nombre de Dios, S of El Porvenir and NE of San Jose de La Parrilla, 23° 46' 30" N, 
104° 09’ 30" W, 1980 m, 4 Nov 2004, Coll. Socorro Gonzalez 7016-1, 7016-2, Lab Acc. Robert P. 
Adams 10503, 10504, 

J. aff. coahuilerms, shrub-trees, on limestone, seed cones violet colored, somewhat fibrous and resinous, 
Mexico, Durango, Mpio. Nombre de Dios, NE of San Jose de La Parrilla. 23° 46' N, 104° 9' W, 1980 
m, 4 Nov 2004, Coll. Socorro Gonzalez 7017a, Lab Acc. Robert P. Adams 10505, 

J. aff. coahuilensis, shrub-trees, on limestone, seed cones: densely grouped, fleshy, sweet, reddish-orange, 
1(2) seeds; thin, fibrous bark: on branches pale gray to whitish, Mexico, Durango, Mpio. Nombre de 
Dios, 0.4 km SW of San Jose de La Parrilla; on limestone, 23° 44' 20" N, 104° T 20" W, 2120 m, 4 
Nov2004, Coll. Socorro Gonzalez 7019-1, 7019-2, Lab Acc. Robert P. Adams 10511, 10512, 

J. cf, Jlaccida, Short trees, 1 .5-3 m tall; bark on branches papery and exfoliating, inner bark smooth, 
reddish; no seed cones, similar to 7, Jlaccida, but in a very dry habitat in the Chihuahuan desert region, 
Mexico, Durango, Mpio. Lerdo, Sierra del Rosario, nearly atop the mountain, with Yucca and oak 
scrub; on limestone, 25° 38’ 44” N, 103° 54’ 40” W, 2700 m, 8 Apr 2008, Coll. M. S. Gonzalez- 
Elizondo et al. 7375 a,b; Lab Acc. Robert P. Adams 14616, 14617. 

J. aff. rnartinezii/ durangensis, Shrub, seed cones orangish color and fibrous, with pinyon pine and oaks. 
Mexico, Durango, Mpio. Panuco, Sierra de Gamon, N\V slopes, 24° 35’ N, 104° 16’ W, 2500 m, 4 June 

2008, Coll. M. S. Gonzalez-Elizondo et al. 7391 a,b; Lab Acc. Robert P. Adams 14618, 14619, 

J. aff. saltillensis, Abundant shrub 1-1.8 m, dai‘k blue seed cones, somewhat glaucous, Mexico, Zacatecas, 
Sierra de Mazapil, Mpio. Concepckin del Oro, 24° 37’ 21” N, 101° 28’ 0^5” W, 2850-2900 m, 16 Oct 

2009, Coll. M. S. Gonzalez-Elizondo and M. Gonzalez-Elizondo 7567,7568; Lab Acc. Robert P. Adams 
14620, 14621 

J. aff. poblana, uncommon young trees (saplings) 2 m, in oak woodland dominated by Querciis resinosa, 
Mexico, Nayarit, Mpio. El Nayar, SW of Mesa del Nayar on road to Ruiz, Km 86.8; S of bridge of 
arroyo del Fraile, E of El Maguey, 22° 10’ 08” N, 104° 43’ 5 1” W, 1 150 m, 19 Jan. 2016, Coll. M. S. 
Gonzalez-Elizondo and M. Gonzalez-Elizondo 8381 with L. Lopez, A. Torres Soto; Lab Acc. Robert P. 
Adams 14896 

J. aff. poblana, large, single stemmed trees, foliage long and pendulous, abundant ti'ees, up to 25 m high, 
on strongly rocky slope, forest of Jimiperus-Clusia with elements of mesophytic forest (Magnolia) and 
tropical forest (Bursera, Opuntia, Pilosocereus purpusii) as well as Agave attemiata and Yucca 
jaliscensis, Mexico, Nayarit, Mpio. El Nayar, SW of Mesa del Nayar on road to Ruiz; NE of El 
Maguey, 22° 07’40” N, 104° 47’ 47” W, 1430 m, 19 Jan. 2016, Coll. M. S. Gonzalez-Elizondo and M. 
Gonzalez-Elizondo 8379a,b,c,d, with L. Lopez, A. Torres Soto; Lab Acc. Robert P. Adams 14897 -1 4900, 
J. maninezii, new record for Durango, Abundant tree with drooping branchlets, pale grayish-green foliage 
with white resin marks, Mexico, Durango, Mpio. Vicente Guerrero, Sierra de Organos, near the border 
of state of Zacatecas, northernmost known population of J. martinezii. The closest population is about 
220 km to the SE [Aguascalientes, San Jose de Gracia (acc, Perez de la Rosa 1985) 23° 47’ 28” N, 103° 
49’ 44” W, 2225 m, 21 Jan 2016, Coll. M. S. Gonzalez-Elizondo and M. Gonzalez-Elizondo) 8384; Lab 
Acc. Robert P. Adams 14901, 

J. aff. coahuilensis. Shrub, blue seed cones, Mexico, Durango, Mpio, Nombre de Dios, 4 km w of San 
Jose de La Parrilla, 23° 43’ N, 104° 08' W, 2150 m, 25 Oct 1983, Coll. M. S, Gonzalez-Elizondo et al. 
2776; Lab Acc. Robert P. Adams 14902, 

J. aff. coahuilensis. Shrub, blue seed cones, Mexico, Durango, Mpio. Tepehuanes, SE edge of town, 25° 
20' N, 105° 43' W, 1800 m, 10 Sep 1989, O. Bravo 288-, Lab Acc. Robert P. Adams 14903, 

J. aff, coahuilensis. Shrub, blue seed cones, Mexico, Durango, Mpio. Santiago Papasquiaro, 9 km por el 
camino a Los Altares, 25° 06' N, 105° 27' W, 1940 m, 30 July 1990, Coll. A. Benitez P. 1646; Lab Acc. 
Roben P. Adams 14904, 

Voucher specimens for new collections are deposited in the Herbarium, Baylor University (BAYLU). 



Phytologia (Jan 19, 2017) 99(1) 


65 


One gram (fresh weight) of the foliage was placed in 20 g of activated silica gel and transported 
to the lab, thence stored at -20° C until the DNA was extracted. DNA was extracted from juniper leaves 
by use of a Qiagen mini-plant kit (Qiagen, Valencia, CA) as per manufacturer's instructions. 

Amplifications were performed in 30 pi reactions using 6 ng of genomic DNA, 1.5 units Epi- 
centre Fail-Safe Taq polymerase, 15 pi 2x buffer E (petN-psbM), D (maldehy) or K (nrDNA) (final 
concentration: 50 mM KCl, 50 mM Tris-HCl (pH 8.3), 200 pM each dNTP, plus Epi-Centre proprietary 
enhancers with 1.5 - 3.5 mM MgCb according to the buffer used) 1.8 pM each primer. See Adams, Bartel 
and Price (2009) for the ITS and petN-psbM primers utilized. The primers for tmD-tmT, tmL-trnF and 
trnS-trnG regions have been previously reported (Adams and Kauffmann, 2010). The PCR reaction was 
subjected to purification by agarose gel electrophoresis. In each case, the band was excised and purified 
using a Qiagen QIAquick gel extraction kit (Qiagen, Valencia, CA). The gel purified DNA band with the 
appropriate sequencing primer was sent to McLab Inc. (San Francisco) for sequencing. Sequences for 
both strands were edited and a consensus sequence was produced using Chromas, version 2.31 
(Technelysium Pty Ltd.) or Sequencher v. 5 (genecodes.com). Sequence datasets were analyzed using 
Geneious v. R7 (Biomatters. Available from http://www.geneious.com/) , the MAFFT alignment program. 
Further analyses utilized the Bayesian analysis software Mr. Bayes v.3.1 (Ronquist and Huelsenbeck 
2003). For phylogenetic analyses, appropriate nucleotide substitution models were selected using 
Modeltest v3.7 (Posada and Crandall 1998) and Akaike's information criterion. 

RESULTS AND DISCUSSION 

Sequencing nrDNA, petN-psbM, trnS-trnG, trnD-trnT and trnL-trnF resulted in 4,351 bp of 
concatenated sequence data. A Bayesian tree shows the placement of most of the samples collected as J. 
aff. coahuilensis (10241, 10242, 10503, 10504, 10505) are in the clade with typical J. coahuilensis 
(shaded box. Fig. 2). However, an adjacent clade (cross-hatched box. Fig. 2) contains two sub-clades: 
blue seed cones plants (14902, 14903, 14904) and La Parrilla plants, with very variable seed cone colors 
from violet to bluish to orange (14055, 10454, 10456, 10459, 10511). 

Plants 14620, 14621, J. aff. saltillensis from Zacatecas, Sierra de Mazapil, Mpio. Concepcion del 
Oro, are nested, loosely in a clade with J. saltillensis (Fig. 2). Additional research on the leaf volatile 
oils, ecology and morphology (in progress) may prove these to be a new variety of J. saltillensis. 

Sample 14901, collected as J. martinezii from Durango, Mpio. Vicente Guerrero, Sierra de 



Organos, near the border of state of Zacatecas, is in a clade with J. martinezii (Fig. 2). This is the first 

report of J. martinezii from Durango and is the northernmost known population of J. martinezii. The 

closest population is about 220 km to the SE (Aguascalientes, San Jose de Gracia, Perez de la Rosa, 

1985). 


Two other collections (14618, 14619, shrubs, seed cones orangish color and fibrous, with pinyon 
pine and oaks. Mexico, Durango, Mpio. Panuco, Sierra de Gamon) with affinities to both J. martinezii 
and J. durangensis, were placed in a clade with J. martinezii and J. durangensis (Fig. 2). There is some 
support for it being in a distinct clade (51%, Fig. 2), but additional research is needed on the leaf volatile 
oils, ecology and morphology (in progress) to determine if this taxon is a new variety of J. martinezii or 
perhaps a new species. 

Plants 14616, 14617, collected as J. ddf. flaccida, were short trees, 1.5-3 m tall with the bark on 
branches papery and exfoliating, and inner bark smooth, reddish. These samples were in a well supported 


66 


Phytologia (Jan 19, 2017) 99(1) 




10231 


100 


virginiana, out-gfoup 
10232 


-7^ 


100 




7635 

7636 

10931 

10932 


anzonica 


monos perm a 


angosturana 


■10463^ 


typical 
coahuilensis 

10512 
10241 
10504 

6829 

6830 

14902 


blue fruited 
'aff. coah' 


Bayesian Tree 

nrDNA, petN-psbM, trnS-trnG 
trnD-trnT, trnF-trnL 
4,351 bp 



14901 martinezii Dgo. 

5950 


100 ' — 5951 
6852 , . 

6853 

14616 


martinezii 


14617 

flaccid a 


aff. flaccida 


monticola 


100 ^- 6877 
^°°-Jf/jaliscana 


11926 poblana v. decurrens 

100 ' ^11927 

r 14896 

14897 Nayar it trees 

14898 aff. poblana 

- 14899 

— 14900 


Figure 2. Bayesian tree of 
serrate leaved Juniperus of 
North America. Numbers 
next to branch points are 
posterior probabilities as 
percents. Note the typical 
J. coahuilensis (shaded 
box) and the adjacent clade 
(cross-hatched box). See 
text for discussion. 

Samples in boldface print 
are new collections. 
Samples in regular font are 
the reference set of serrate 
junipers. 


clade with J. flaccida, but yet, quite distinct (Fig. 2). The site is in a very dry habitat in the Chihuahuan 
desert region, Mexico, Durango, Mpio. Lerdo, Sierra del Rosario. No seed cones were found (April, 
2008), so new collections with seed cones are needed. Clearly, additional research is needed on the leaf 


Phytologia (Jan 19, 2017) 99(1) 


67 


volatile oils, ecology and morphology (in progress) to determine if this taxon might be a new variety of J. 
flaccida. 


And lastly, a very unusual population with aff. poblana, was found with large, single stemmed 
trees, and foliage long and pendulous in Nayarit. Analysis of their DNA did place them (14986, 14897, 
14898, 14899, 14900) in a large clade with J. poblana and J. p. var. decurrens (Fig. 2). However, they 
are quite distinct and well supported as a separate clade. Analysis of the leaf volatile oils, ecology and 
morphology (in progress) should be sufficient to determine if this taxon is a new species, or perhaps 
another (new) variety of J. poblana. 


A detailed examination of 
variable nrDNA (ITS) sites of J. 
coahuilensis aff. samples, as well as J. 
coahuilensis from the Trans-Pecos, 
Texas region is shown in Table 1. 
Overall, J. coahuilensis and the aff. 
samples from Mexico do not have as 
many variable sites as found in the 
Trans-Pecos region (see also Adams, 
2017). 

Mapping the classification of 
individuals based on ITS and cp 
(petN) data shows (Fig. 3) only four 
samples in Durango that have both 
ITS and cpDNA of J. coahuilensis (as 
found in the Trans-Pecos, Texas area). 

The CpDNA of the blue 
fruited taxon (black filled circles. Fig. 
3) was found in combination with 
various types of ITS DNA in central 
and southern (La Parrilla area) 
Durango. The cpDNA of typical J. 
coahuilensis was found in both 
northern and southern Durango (Fig. 
3). Two of the blue fruited samples 
(black filled circle, open diamond. 
Fig. 3) were found in central 
Durango, and the third sample was 
found in the La Parrilla 
area. Two samples with La Parrilla 
type ITS (LaPar, Table 1; black square. 
Fig. 3) were found in the La Parrilla 
area and are in northwestern Durango. 


Distribution of 
J. coahuilensis, hybrids 
and other taxa based on 
ITS and cpDNA 

^ Alpine 


*Chi 


a 


cp coah 
ITS coah 



X 


Q Cp coah 
y ITS hybrid 

8 cp Blue fruit 
ITS coah 

S ep coah 
ITS La Parrilla 

# cp Blue fruit 
■ ITS La Parrila 

^ cp Blue fruit 
O ITS J. martinezii 



•A 



La Parrilla 
area 


Figure 3. Map of J. coahuilensis and aff. samples by their 
CpDNA (petN) (circles) and ITS DNA (squares). Data in the 
Trans-Pecos, Texas area from Adams (2017. 


Two samples, putatively hybrids based on their ITS, were found in the La Parrilla area (crossed 
squares. Fig. 3). All six of the cpDNA/ ITS types were found in the La Parrilla area (Fig. 3). It may be 
that other areas are equally as diverse, but additional sampling is needed to address this question. 


68 


Phytologia (Jan 19, 2017) 99(1) 


Several of the nrDNA (ITS) sites display interesting geographic patterns. ITS site 191 (A,G, 
A/G) has considerable variation in the Trans-Pecos, Texas region (Fig. 4) and continues into northern 
Durango. However, no other A/G sites were found in central and southern (La Parrilla) Durango. This 
may be the result of hybridization/ introgression from some juniper in the Alpine area. 

One individual with site 191 (A) was found south of Alpine and another found in the La Parrilla 
area of southern Durango. 



Figure 4. Geographic variation in ITS 
site 191. See text for discussion. 


Phytologia (Jan 19, 2017) 99(1) 


69 


ITS site 196 featured the deletion of T in many samples ranging from the Alpine to central and 
southern Durango (Fig. 5). All three BF (blue fruited) and the 'LaPar' ITS type samples had the 196 
deletion (Table 1). Plants 10454, 10456, and 14903 appear to be hybrids. The deletion caused slippage 
during sequencing, so all the sites downstream from 196 were polymorphic. To remedy this problem, a 
new internal reverse primer was synthesized and used to reverse-sequence the immediate 700 bp past site 
196 to obtain clean sequences from some plants. It is not known if this deletion is of contemporary or 
ancient origin. 



Figure 5. Geographic variation in ITS 
site 196. See text for discussion. 


70 


Phytologia (Jan 19, 2017) 99(1) 


Mapping ITS site 303 provided a novel pattern not seen in other ITS sites. The presence of C/T 
polymorphisms for site 303 in the Trans Pecos area (Fig. 6) was not found in Mexico (nor in AZ, NM, see 
Adams, 2017). This seems to imply that the event was modern and due to hybridization with some 
unknown extant or extinct juniper in the Trans-Pecos area. Of interest to this study was the finding many 
plants with either C or T, but no plants with C/T in Durango. 

In addition, the three BF (blue fruited) plants each contained G at site 303 (Table 1) and are 
shown (Fig. 6) with two in central Durango and one in the La Parrilla area. In addition, G (site 303) is 
also found in J. martinezii (Table 1). This site, no doubt, supported the placing of the BF junipers in a 
clade with J. martinezii in a NJ tree based on ITS sequences (data not shown), suggesting the BF taxon 
has a nuclear affinity to J. martinezii. However, sequences from the four cp gene regions was 
concatenated to nrDNA data in the construction of the Bayesian tree (Fig. 2), and this led to the 
positioning of the BF taxon loosely in the J. coahuilensis clade (Fig. 2). 



Figure 6. Geographic variation in ITS 
site 303. See text for discussion. 


Phytologia (Jan 19, 2017) 99(1) 


71 


Finally, examination of ITS site 1116 presents an interesting situation in that every case with C/T 
at site 1116 (Table 1) has a deletion (del) at 196 (Table 1). Re-examination of the nrDNA sequence for 
14814 revealed that the site 196 contains mostly T, there is a small (ca. 20% C peak). From 196 onward, 
small peaks (ca. 20% high) are present in the sequence. The del at 196, the slippage of the sequence for 
ca. 20% of the DNA strains perfectly explains the minor bases from 196 onward. This suggests that the 
plant is of backcross origin and that incomplete lineage sorting has not yet removed the minority copies 
that contain a del in 196). It should be noted that several samples (Table 1) have a del at 196 but have 
either a clean C or T at 1 1 16. 

The pattern seen for site 1116 (Fig. 7) suggests (as seen in Fig. 5) hybridization throughout the 
range of J. coahuilensis from Alpine to southern Durango, with the presence of numerous plants with C 
or T at site 1116. 



Figure 7. Geographic variation in ITS 
site 1116. See text for discussion. 


72 


Phytologia (Jan 19, 2017) 99(1) 


ACKNOWLEDGEMENTS 

This research was supported in part with funds from Baylor University. Thanks to Amy TeBeest 
for lab assistance. 


LITERATURE CITED 

Adams, R. P. 2014. The junipers of the world: The genus Jiiniperus. 4th ed. Trafford Publ., Victoria, BC. 

Adams, R. P. 2016. Junipenis arizonica (R. P. Adams) R. P. Adams, new to Texas. Phytologia 98:179- 
185. 

Adams, R. P. 2017. Multiple evidences of past evolution are hidden in nrDNA of Junipenis arizonica 
and 7. coalmilensis populations in the trans-Pecos, Texas region. Phytologia 99: 39-48. 

Adams, R. P. J. A. Bartel and R. A. Price. 2009. A new genus, Hesperocyparis, for the cypresses of the 
new world. Phytologia 91: 160-185. 

Adams, R. P. and J. R. Kistler. 1991. Hybridization between Junipenis erythrocarpa Cory and Jiiniperus 
pinchotii Sudworth in the Chisos Mountains, Texas. Southwest. Natl. 36: 295-301. 

Adams, R. P., M. Miller and C. Low. 2016. Inheritance of nrDNA in artificial hybrids of Hesperocyparis 
arizonica x H. macrocaipa. Phytologia 98: 277-283. 

Adams, R. P. and A. E, Schwarzbach. 2011. DNA barcoding a juniper: the case of the south Texas 
Duval county juniper and serrate junipers of North America. Phytologia 93(1): 146-154. 

Adams, R. P. and A. E. Schwarzbach. 2013. Taxonomy of the serrate Xo^dif Jiiniperus of North America: 
Phylogenetic analyses using nrDNA and four cpDNA regions. Phytologia 95: 172-178. 

Adams, R. P. and A. E. Schwarzbach. 2015. A new, flaccid, decurrent leaf variety of Junipenis poblana 
from Mexico: J. poblana var. deciurens R. P. Adams. Phytologia 97: 152-163. 

Perez de la Rosa. J.A. 1985. Una nueva especie de Juniperus de Mexico. Phytologia 57: 81-86. 

Posada, D. and K. A. Crandall. 1998. MODELTEST: testing the model of DNA substitution. 
Bioinformatics 14: 817-818. 

Ronquist, F. and J. P. Huelsenbeck. 2003. MrBayes 3: Bayesian phylogenetic inference under mixed 
models. Bioinformatics 19: 1572-1574. 



Phytologia (Jan 19, 2017) 99(1) 


73 


Table 1. Vai'iable sites in ni'DNA for J. arizonica (ariz), J. coahuilensis (coah) and 'blue, violet, bluish' fruited (BF), 
and La Parrilla type nrDNA (LaPar). del = deletion, mart = J. nuirtinezii nrDNA. 


sample 

petN 

ITS 

191 

196 

302 

303 

304 

318 

533 

543 

1116 

1148 

#poly 

azin634Sedona 181 A/C 

ariz 

ariz 

G 

T 

A 

C 

T 

T 

A 

C/G 

T 

C 

2 

az 1 063 5S edona 68 1 A/C 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C/G 

T 

C 

2 

azlll636Sedona 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C/G 

T 

C 

1 

az 1 4908Cottotiwood 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

G 

T 

C 

0 

az 1 4909Cottoriwood 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C/G 

T 

C 

1 

az 1 49 1 OCottonwood 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C 

T 

C 

0 

az 1 49 1 ICottonwood 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

c 

T 

C 

0 

az 149 13 Cotton wood 121C/T 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C/G 

T 

C 

2 

az7635RockHoundSP 

ariz 

aiiz 

G 

T 

A 

c 

T 

T 

A 

C 

T 

C 

0 

az7636RockHoundSP 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C 

T 

C 

0 

az7637RockHoundSP 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C/G 

T 

C 

1 

azl0630RockHSP 

ariz 

ariz 

G 

T 

A 

c 

T 

T 

A 

C 

T 

C 

0 

coa 1 4807sofAlpine 

coah 

coah 

G 

del 

A/G 

C/T 

C/T 

C/1 

T 

C 

C/T 

C/T 

6 

coal4808sofAlpine 

coah 

coah 

G 

T 

A 

c 

T 

C/T 

T 

C 

T 

C/T 

2 

coa 1 481 OsofAlpine 

coah 

coah 

G 

del 

A 

C/T 

C/T 

T 

T 

C 

C/T 

C 

4 

coa 14811 sof Alpine 

coah 

coah 

A 

del 

A/G 

C/T 

T 

T 

T 

C 

C/T 

c 

3 

coa 1 48 1 2\vof Alpine 

coah 

coah 

G 

del 

A/G 

C/T 

T 

C/T 

T 

C 

C 

c 

4 

coal4813wofAlpine 313A/G 

coah 

coah 

G 

T 

A 

C/T 

T 

C/T 

T 

C 

T 

C/T 

4 

coa 1481 4wof Alpine 

coah 

coali 

G 

def^ 

A 

C 

T 

T 

T 

C 

C/T 

C 

1 

coa 148 1 5\vof Alpine 

coah 

coah 

G 

del 

A/G 

C/T 

T 

C/T 

T 

C 

C/T 

C 

5 

coa 148 1 bwolAlpine 

coah 

coali 

G 

del 

A 

C/T 

T 

C/T 

T 

C 

C/T 

C/T 

5 

coal4817FtDavis 

coah 

coah 

G 

T 

A 

C 

T 

C/T 

T 

C 

T 

C/T 

2 

coal4818FtDavis 

coah 

coah 

G 

del 

A 

T 

T 

T 

T 

C 

C 

C 

1 

coal4819FtDavis 

coah 

coah 

G 

del 

G 

T 

T 

T 

T 

C 

C 

C 

1 

coal4820FtDavis 689G/T 

coah 

coah 

A/G 

del 

A/G 

C/T 

T 

T 

T 

C 

C/T 

C 

6 

coal 482 IFtDavis 

coah 

coah 

G 

del 

A/G 

T 

T 

T 

T 

C 

C 

C 

2 

coa 1 4822sofMarfa 

coah 

coah 

A/G 

T 

A 

C 

T 

T 

T 

C 

T 

C 

1 

coa 1 4823sofMarfa 

coah 

coah 

G 

T 

A 

C 

T 

T 

T 

C 

C/T 

c 

1 

coa 1 4824solMarfa 

coah 

coah 

G 

del 

A/G 

T 

T 

T 

T 

C 

C 

c 

2 

coa 1 4825sofMarfa 

coah 

AxC 

A/G 

T 

A 

C 

T 

T 

A/T 

C 

T 

c 

2 

coa 1 4826solMarfa 

coah 

coah 

A/G 

del 

na 

na 

na 

na 

T 

C 

C/T 

c 

3 

coa6829krn85. nLaZarca. rose 

coah 

coali 

A/G 

T 

A 

C 

T 

T 

T 

C 

T 

c 

1 

coa6830km83, nLaZarca, rose 

coah 

coah 

A 

T 

A 

C 

T 

T 

T 

C 

T 

c 

0 

coa6831krn85. nLaZarca, rose ' 

coah 

coiih 

A/G 

T 

A 

c 

T 

T 

T 

C 

T 

c 

2 

coa 1 024 1 k 1 8 nDgo blue-pink " 

BF 

coah 

G 

T 

A 

c 

T 

T 

T 

C/T 

T 

c 

2 

coa 10242k 18 nDgo blue-pink ^ 

BF 

coah 

G 

T 

A 

c 

T 

T 

T 

C/T 

T 

c 

2 

coal0503LaParr red, sweet Fr 

BF 

coah 

G 

T 

A 

c 

T 

C/T 

T 

C 

T 

C/T 

2 

coa l0504LaParr red,s\veet 

coah 

coah 

A 

T 

A 

c 

T 

T 

T 

C 

T 

C 

0 

coal0505LaPaiT violet Fr 

BF 

coah 

G 

T 

A 

c 

T 

T 

T 

C 

T 

c 

0 

coa 1 05 12LaParr red- orange Fr 

BF 

coali 

G 

T 

A 

c 

T 

T 

T 

C 

T 

C 

0 

coal0454LaParr. rose Fr 

coah 

hyb? 

G 

del 

A 

T 

T 

T 

T 

C 

C/T 

C 

2 

coal0455LaParr bluish Fr ^ 

BF 

LaPar 

G 

del 

A/G 

T 

T 

T 

T 

C 

C 

C 

4 

coa 1 0456LaParr rose-purple 

coah 

hyb? 

G 

del 

A 

T 

T 

T 

T 

C 

C/T 

C 

3 

coal0459Guan rose-red.ro bio 

coah 

LaPar 

G 

del 

A 

T 

T 

T 

T 

C 

C 

c 

1 

coa 105 1 ILaParr red-orange Fr 

coah 

LaPar 

G 

del 

A 

T 

T 

T 

T 

C 

C 

C 

1 

coaBF14902LaParr blueFr 

BF 

matt 

G 

del 

A 

G 

T 

T 

T 

C 

T 

c 

1 

coaBF14903Tepeh blueFr 

BF 

mart 

G 

del 

A 

G 

T 

T 

T 

C 

C/T 

C 

2 

coaBF14904SPapa blueFr 

BF 

mart 

G 

del 

A 

G 

T 

T 

T 

C 

T 

C 

1 

mart5950 J. martinezii 

mart 

mart 

G 

T 

A 

G 

T 

T 

T 

C 

T 

C 

0 

mart5950 J. martinezii 

mart 

mart 

G 

T 

A 

G 

T 

T 

T 

C 

T 

C 

0 


‘ 240 AG; -603A/G; '503C/T; ‘^731 AG; -‘’308A/G, 665C/T; with ca. 20% C at site 196 



74 


Phytologia (Jan 19, 2017) 99(1) 


The taxa of Dictyomorpha (Chytridiomycota, in praesens tempus) 

Will H. Blackwell, Peter M. Letcher and Martha J. Powell 

Biological Sciences, The University of Alabama, Tuscaloosa, AL 35487 

ABSTRACT 

Dictyomorpha (initially known, among Chytridiomycetes, as PringsheimieUa), an endoparasite of 
types of ‘water molds’ (e.g. Achlya), is relatively unusual in being a heterothallic chytrid. As traditionally 
recognized, Dictyomoipha belongs to Family Olpidiaceae, Order Chytridiales. The genus was long 
considered monotypic, D. clioica the only taxon known. However, an additional variety (D. dioica var. 
pytf liens is) was eventually described, seemingly based exclusively on occurrence in a different host 
(Pythium). Without explanation, this variety w^as subsequently elevated (different author) to species. We 
reviewed the mo, putative taxa of Dictyomorpfui in an attempt to detemiine whether varietal or specific 
status is preferable. Based on apparent moqDhological distinctions evident in existing literature and 
illustrations, tlie rank of species is supported, viz. Dictyomoipha dioica and D. pythiensis. We also 
consider whether Dictyomorpha should remain in Phylum Chytridiomycota, or, rather, if this genus is 
perhaps more appropriately placed in Phylum Cryptomycota (“Superphylum” Opisthosporidia). 
Published on-line www, phytologia.org Phytologia 99(1): 74-82 (Jan 19, 2017). ISSN 030319430. 


KEY WORDS: Achlya, aquatic fungi, chytrid, Dictyomorpha^ endoparasite, Nucleophaga, Olpidiaceae, 
Oomycetes, Plasmophagus, Pringsheimiella, Pythium, resting spores, Rozella, sporangia, zoospores. 


Dictyomorpha (originally Pringsheimiella) — an endobiotic, single-celled genus producing small, 
posteriorly uniflagellate zoospores — has been considered a member of the Olpidiaceae; this family 
contains holocaipic fonns (simple thallus converting, asexually, entirely to a sporangium), lacking 
rhizoids (i.e., lacking “vegetative” staictures). Althougli tlie Olpidiaceae has traditionally been placed in 
Order Chytridiales (Class Chytridiomycetes), recent placements of some members have indicated other 
relationships (as will be discussed). The name Dictyomoipha (‘net-fomi”) would seem [incorrectly] to 
imply a ‘network’ or ‘multicellularity;’ mutual compression of zoosporangia in [sorus-like] clusters in the 
host (cf Mullins, 1961; Karling, 1977) — ^resultant from multiple zoospore infections (cf Couch, 1939; 
Karling, 1977) — imparts this illusion. Dictyomoipha should not be confused witli Dictyiichus (name = 
‘net-holder’ ), an unrelated genus [of Oomycetes] in which a single sporangium may contain a network of 
(its own) zoospore-cysts (cf Blackwell and Powell, 1999). Karling (1977) — and previously Couch 
(1939), ref. Pringsheimiella — noted that, superficially, Dictyomorpha may resemble [perhaps be mistaken 
for] Dictyiichus (until one realizes that the “D/crywr/u/x-like” appearance of Dictyomoipha is the result of 
a combination of the morphology of Dictyomoipha and its host, e.g., Achlya — and not simply the 
consequence of morphological development of a single organism ). 

Dictyomorpha (for many years thouglit to contain only D. dioica) was loiowTi as a parasite of 
Achlya (A. ""flagellataf cf Couch, 1939; Mullins, 1961); D. dioica is relatively distinct among 
Chytridiomycota in being heterothallic (apparently existing as moiphologically similar, male and female 
strains). A new variety (D. dioica var. pythiensis) was later discovered in a species of Pythium (Sarkar 
and Dayal, 1988). Dictyomorpha dioica was thouglit to be morphologically uniform, in spite of 
recognition of tins additional variety (see Sarkar & Dayak 1988), how^ever, this variety was eventually 
recognized as a species by Dick (2001) who provided no supporting evidence for his elevation of 
taxonomic level. The zoospores of Dictyomorpha — and its resting spores (tliese fonned as the result of 
sexual reproduction, by motile gametes seemingly identical to zoospores ) — ^bear resemblance to those of 
Rozella, cf Mullins (1961). Rozella had been considered a genus of Chytridiomycota, but some species 




Phytologia (Jan 19, 2017) 99(1) 


75 


are now classified elsewhere (discussed hereui) — ^raising questions as to correct phylum placement of 
Dictyomorpha. Our study questions the unifomiity of Dictyonwrpha, examines potential taxa in the genus 
(their ‘rank’), and reconsiders relationships of this genus among Fungi and related organisms. 


TAXONOMIC HISTORY OF DICTYOMORPHA (Figures 1 - 20) 

Dictyomorpha was described as a genus of Chytridiales (Mullins, 1961). Illustration (Fig. 1) of 
[what turned out to be] sporangia of this organism [in its host, Achlya} is, however, traceable to 
Pringsheim (1860, specimens from Genu any). Pringsheim, though, provided no legitmiate name for this 
organism, incorrectly interpreting the motile cells he observed (his plate 22, fig. 5 and plate 23, fig. 3) as a 
stage (antherozoids) in the life-cycle of Achlya [unrelated gejuis of Oomycetes]. Achlya and other 
Saprolegniaceae do not possess flagellated gametes. Motile cells [actually zoospores] figured by 
Pringsheim are uniflagellate (flagellum at or toward one pole), Figs, 1,3. Zoospores of Achlya and other 
Saprolegniaceae are biflagellate {Achlya is laterally biflagellate). Motile cells do not seem to have been 
illustrated by Cornu ( 1 872); however, the organism seen by him (similar to that illustrated by Pringsheim) 
was placed in Cornu’s new genus, Woronimi (non-chytridiomycetous organism — classified in the 
Plasmodiophoromycetes, e.g., Alexopoulos, 1962). Sparrow’s (1943, fig. 44A) illustration of the 
organism seen by Cornu (1872) matches generally with that illustrated by Pringsheim (1860). Couch 
(1939) — ^noted in Sparrow (1943) — described ‘Pringsheim’s organism,’ not as a Plasmodiophoromycete, 
but more correctly as a chytridialean genus — under his proposed name, Pringsheimiella (acknowledging 
Pringsheim’s illustration). Couch (1939), based on collections in North and South Carolina, accurately 
described zoospores of Pringsheimiella as posteriorly uniflagellate. Couch, realizing that Pringsheimiella 
had been known just in its asexTial phase, determined P, dioica (then the only taxon) to be heterothallic — 
among the first members of the Chytridiales shown to be so — ^male and female strains necessary' for 
sexual reproduction (and production of resting spores. Figs. 1 1-12). Couch noted potential physiological 
(not morphological) differences between certain strains. Sparrow (1960) recognized Pringsheimiella 
Couch (1939). Mullins (1961) was uncertain that the organisms seen by Pring.sheim (1860) and Couch 
(1939) were the same; however, Karling’s (1977) illustration of this organism compares well with those 
of Couch and Pringsheim. There is little doubt that Pringsheim’s fig. 1, plate 23, is of sporangia (in 
Achlya) of what would be described as Pringsheimiella (Couch, 1939) and Dictyomorpha (Mullins, 
1961 ), Mullins was concerned that Pringsheim didn’t observe [the zoospore as having] the lipoid body of 
chytrid zoospores; however, certain of Pringsheim’s illustrations (plate 23, fig. 3) suggest this feature. 

Mullins (1961) reviewed the taxonomy/nomenclature of Pringsheimiella Couch (1939), 
concluding the generic name was preoccupied; Mullins indicated that ''Pringsheimielld' was employed by 
Hohnel, in "‘1919” in vol. “17” of Ami. MycoL, as the name of an alga. Nielsen and Pedersen (1977) 
noted that HohneFs use of this algal name was actually in 1920 (vol. 18). Regardless, because of 
Hohnel’s prior usage, Pringsheimiella Couch (1939) is a later homonym (illegitimate). Mullins (1961) 
supplied a legitimate, substitute name Dictyomorpha [nomen novnm] for Pringsheimiella Couch. Mullins 
re-collected Dictyomorpha (Highlands, NC area) and restudied the life cycle — ^providing additional 
description and illustrations (including zoospore variation, see Fig. 9), and depositing slide material 
(additional to that of Couch, re; Pringsheimiella) in the UNC herbaiium. Still, only one species was 
recognized in Dictyomorpha', this species, named D. 'dlioicd' by Mullins (1961), would seem to have 
been transferred from Pringsheimiella (P. ^'dioica'd Couch, 1939). One might assume tliis species name 
would be cited '^Dictyomoipha dioica (Couch) Mullins” — and it is so cited by Karling (1977) and Dick 
(2001). However, Index Fimgonim currently (correctly we believe) lists the citation as ''Dictyomorpha 
dioica Couch ex Mullins” — doubtless because Couch (1939) provided no Latin diagnosis when he 
described genus Pringsheimiella and species P. dioica (relegating Couch to having 'proposed’ the epithet 
""dioicd^ rather than legitimately publishing it). Mullins (1961) provided a combined, Latin genus/species 



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Phytologia (Jan 19, 2017) 99(1) 


description for Dictyomorpha/D. dioica, validating both. Authorship of the name D. dioica could, in fact, 
be cited as either “Couch ex Mullins” or “Mullins” (cf International Code..., Article 46.5). 

Pursuant to Mullins (1961), Dictomorpha was still thought to contain only D. dioica, without sub- 
specific taxa, until Sarkar and Dayal (1988)» based on material from India, described D. dioica var. 
pythiensis (see our Figs. 15-20) — occurring in Pythium aphanidermatum — automatically creating 
Dictyomorpha dioica var. dioica [not mentioned by Sarkar and Dayal]. While attempts by Sarkar and 
Dayal to hi feet hosts (including Adilya) other than Pythium aphanidemialum witli D. dioica var. 
pythiensis were unsuccessfiil — var. pythiensis being apparently host-specific — ^they indicated a “close 
morphological similarity” between their variety and typical D, dioica, noting no consistent morphological 
differences; they felt, therefore, that var. pythiensis could not be justified as a new species. Since host 
specificity was nonetheless considered important in deciphermg entities within the Olpidiaceae (Sparrow, 
1960; Mullins and Barksdale, 1965), Sarkar and Dayal (1988) deemed varietal recognition appropriate. 
As noted by Sarkar and Dayal, Mullins and Bai'ksdale ( 1965) demonstrated an increased host range for 
Dictyomorpha dioica [i.e., var. dioica] , successful infections included a total of eight identified (and two 
unidentified) species of Achlya (primarily in Subgenus Aclilya) — including the original host (A. 
flagellata) — and also, Thraustotheca clavata\ Pythiiim was not included in their investigation. 
Questionable evidence fi'om early literature (Pringsheim, 1860) suggested that D. dioica may have 
occurred in Saprolegnia (cf. Mullins, 1961); however, Saprolegnia isolates tested (Mullins and 
Barksdale, 1965) were immune to such infection. The ^^Saprolegnkf identified by Prmgsheim (1860, his 
plate 22) was apparently a mixture of Achlya and Dictyuchus (the latter not involving Dictyomorpha). 

In a nomenclatural summary, Dick (2001) — ^placing Dictyomorpha in Family Rozellopsidaceae, 
Order R ozell ops i dales (Order "dnsertae sedis') — recognized two species, "^Dictyomorpha dioica (J. N. 
Couch) J. T. Mullins” and ""Dictyornoipha pythiensis (N. Sarkai’ 8l R. Dayal) M, W. Dick, stat. nov.” 
Proper author citation of D. dioica [i.e.. Couch ex Mullins] has already been discussed. Of concern is 
Dick's (2001) recognition of var. pythiensis (Sarkar & Dayal, 1988) at species level, since Dick offered 
no justification for this status change (no distinguishing features of the taxa were noted). As we 
mentioned, Sarkar and Dayal had recognized ""pythiensis"" as a variety of D. dioica (not a separate species) 
because ""pythiensis"' was based, by them, on host specificity — occurring in Pythium, not Achlya — rather 
than on morphology. There was thus a need to determine if there are in faet morphologieal differenees 
between the two alleged taxa within Dictyomorpha. 

AT WHICH RANK SHOULD THE TAXA OF DICTYOMORPHA BE RECOGNIZED? 

The question henee remains: Should the two ‘entities’ (var. dioica and var. pythiensis) within 
Dictyomorpha dioica be considered varieties (Sarkar and Dayal, 1988) or species (Dick, 2001)? Dick 
presented no evidence for his decision to recognize Dictomorpha dioica and D. pythiensis as distinet 
species. If there is no reliable difference between these ‘taxa' other than host occupied (implied by Sarkar 
and Dayal, 1988), varietal status would be (at most) the appropriate taxonomic category. Even if this ‘host 
difference’ is accompanied by only one, minor, morphological difference, varietal status is perhaps still 
preferable. But if there is separation of taxa by host infeeted andhy several morphological differences, 
species recognition should be considered. Reexamination of literature (including illustrations) was 
essential to this determination, since living material is not currently available; future collection of 
Dictyomorpha is obviously important to further understanding of the genus. 

Comparison of illustrations of [what eventually came to be known as] Dictyomorpha dioica in 
Pringsheun (1860), Couch (1939), Mullins (1961), Karling (1977) and Sai'kar and Dayal (1988) — 
reference our Figs. 1-20 — suggests (in addition to occurrence in mutually exclusive hosts) that 
morphological differences do exist between “var. dioica"" and "'var. pythiensis.""' Eight (8) potential 
differences we noted in these illustrations — ^not always congruent with statements in te.xt of the articles — 



Phytologia (Jan 19, 2017) 99(1) 


77 


include: 1 . Shape of zoosporangium — “dioicaj' typically spherical (Figs. 1-2), except as altered by 
mutual compression; ''pythiensisd' generally oval (Figs. 17-18). 2. Sporangial discharge "‘tube” — 
''dioicar merely a papilla (Figs. 6-7); “pythiensls," occundng as an actual (sometimes somewhat 
elongated) tube (Figs. 16-18). 3 . Number of sporangia in host cell — “dioicci2' often numerous (Fig. 1); 
''pythiemis'^ ranging from one to eight, illustrated (Sarkar and DayaL 1988) as six or fewer (Figs. 17-18). 
4 . Location of sporangia in host — ''dioicaj" occurring in vegetative (often distal/apical) portions of host- 
hyphae (Figs. 1,2,6); ^'pythiensisl' occurring at various points in vegetative hyphae and, notably, in 
oogonia (Figs. 17-18). 5 . Sporangial wall — ''dioica“ relatively tliin and pliable (Fig. 7); '‘pythiensis,” 
firmer and more definite in shape (Figs. 17-18). 6. Zoospores — ''dioica,'"' illustrated (cf Fig. 3) as 
typically somewhat elongated (Pringsheim, 1860) or irregular (spherical to elongate, e. g., Mullins, 1961; 
Karling, 1977), illustrated (cf Fig. 15) as essentially spherical (Sarkar and Dayal, 1988, 

though stated by them to be elongate). 7. Resting-spore outer wall — ‘JlioiccC roughened, undulate, 
reticulate, or obscurely spiny (Figs. 11-14); ''pythiensisr more distinctly spiny (Fig. 20), although the 
spines are typically small. We note that Raiding (1977) illustrated (see, for example, fig. 36 of his plate 8) 
the outer resting-spore wall of ‘WpicaF D. dioica as more obviously (though still minutely ) spiny than did 
eitlier Couch (1939) or Mullins (1961). 8. 'Extra' structure (‘ compartment' ) surrounding the already 
double- walled resting spore(s)? — ''dioica,''' one to several resting spores contained (often loosely) in a 
sometimes thick- walled, polygonal to square or rounded, extra ‘celF or ‘compartmenf (Figs. 11,12,14) 
produced by the host (illustrated: Couch, 1939; Mullins, 1961; Karling, 1977); "^pythiensis," no extra 
‘host compartmenf surrounds resting spores, though host-hyphae may form septa (Fig. 20) in response to 
infection (cf Sarkar and Dayal, 1988). 

Certainly, not all characters are distinguishable between ‘‘‘'dioica' and '"pythiensis." For example: 
Zoosporangial, and resting-spore, diameters of ""dioica" were indicated (respectively) to be 15 to 20 pm, 
and 15 to 17 pm (Mullins, 1961); for pythiensis^ tliese same parameters were (respectively) observ^ed at 
12 to 20 pm, and 14.95 to 18.95 pm (Sarkar and Dayal, 1988). Regardless of precise form, the small 
zoospores of the two taxa ai‘e also of similar dimensions (ca. 3 pm; cf Couch. 1939; Mullins, 1960; 
Sarkar and Dayal, 1988). The resting spores (other than degree of ‘spiny' appearance of the outer wall) 
are not only similar between the two taxa of Dictyomorpha, but reminiscent as well of the resting spores 
of Rozella (to which Dictyomorpha may be related; cf Mullins, 1961, p. 386, last paragraph). 

Characters (whether potentially distinguishing or not) perceived through study of literature are 
subject to frirther investigation should live material of Dictyomorpha become available. Regardless, 
sufficient morphological differences seem evident in various illustrations — in consort with delimitation 
by host infected — ^to support recognition of the varieties of Dictyomoipha dioica — D. dioica var. dioica 
and D. dioica var, pythiensis (Sarkar and Dayal, 1988) — as separate species (Dick, 2001, although Dick 
gave no explanation for this change in taxonomic status). We tlms accept (duly noting here proper 
authorship) two species within Dictyomorpha'. D. dioica J. N. Couch ex J. T. Mullins (1961) and D. 
pythiensis (N. Sarkar & R. Dayal) M. W. Dick (2001). We camiot, though, concur with Dick's inclusion 
of Dictyomorpha in the Rozellopsidaceae (Rozellopsidales); this category contains biflagellatc forms, 
e.g., Rozellopsis. Zoospores of Dictyomorpha are definitely uniflagellate (Couch, 1939; Mullins, 1961; 
Karling, 1977; Sarkar and Dayal, 1988), cf Figs. 3,8,9,15. 

POSSIBLE SYSTEMATIC RELATIONSHIPS OF GENUS DICTYOMORPHA 

Dictyomorpha — ^traditionally placed in the order Chytridiales [class Chytridiomycetes, phylum 
Chytridiomycota] — was considered a member of the family Olpidiaceae (simple, holocarpic forms 
lacking rhizoids). The Olpidiaceae included such seemingly similar genera as: Olpidium, Olpidiomorpha, 
Rozella, Plasmophagus, Nucleophaga and Sphaerita (cf Sparrow, 1960; Karling, 1977). But molecular 
infonnation has shed new light upon relationships of some Olpidiaceae. For example, certain species of 
Olpidium place within the clade of Zygomycetes (James et al., 2006); and, species of both Rozella 



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Phytologia (Jan 19, 2017) 99(1) 


(Karpov et al., 2014) and Nucleophaga (Corsaro et al., 2014) have relationships within phylum 
Ciy ptomycota (supeiphylum Opisthosporidia). Bearing, as it does, morphological similarity (of zoospores 
and resting spores) to Rozella (cf, Mullins, 1961; Karling, 1977), Dictyomorpha could conceivably place 
in the Ciyptomycota, rather than the Chytridiomycota; just how closely Dictyomorpha is related to 
Rozella, remains to be determined. We do note that in Dictyomorjylia, in contrast to Rozella, the 
sporangial walls are readily distinguishable from the wall of the host (cf Mullins, 1961, p, 386). 
However, only molecular/genetic analysis will answer ultimate questions of generic and phylum 
relationships. The puzzle of the systematic relationship of Dictyomorpha is, in fact, quite similar to that of 
Plasmophagits (Blackwell et al., 2016). Unfortunately, these obligately parasitic organisms are not 
generally available in culture collections — ^nor may they typically be cultured in the absence of their hosts 
(cf Mullins, 1961; Mullins and Barksdale, 1965, re; Dictyomorpha dioica) — ^I'endering molecular 
analysis elusive. Future collecting of such organisms — so that molecular analyses will have at least the 
possibility of being performed — is essential to ultimate resolution of systematic problems. There is 
continuing need for broad suiweys of ‘liydromy coflora” — such as that of Czeczuga (1995) in north-east 
Poland — to “enrich our knowledge of biology of many aquatic fungi species.” Dictyomorpha dioica was 
indeed found by Czeczuga, in one of 31 lalces sampled (the host for this organism, however, was not 
indicated). 


ACKNOWLEDGEMENTS 

We thank tlie reviewers of this manuscript: Dr. Sonali Roychoudlniry, Patent Agent and Scientific 
Consultant, New York; and Dr. Robert W. Roberson, Associate Professor, School of Life Sciences, 
Arizona State University, We express appreciation to the following journals for permission to use or 
reproduce illustrations; American Journal of Botany, Proceedings of the National Academy of Science, 
India', and Journal of the Elisha Mitchell Scientific Society (currently Journal of the North Carolina 
Academy of Science). We gratefully acknowledge NSF grant # 145561 1 for support of this research. 

LITERATURE CITED 

Alexopoulos, C. J. 1962. Introductory Mycology (2"^^^ ed.). Wiley; New York, London and Sydney. 
Blackwell, W. H., P. M. Letcher and M. J. Powell. 2016. Reconsideration of the inclusiveness of genus 
Plasmophagus (Chytridiomycota, posteris traditiis) based on morphology. Phytologia 98: 128-136. 
Blackvs^ell, W. H. and M. J. Powell. 1999. Taxonomic summar}^ and reconsideration of the generic 
concept of Dictyuch us. Mycotaxon 73: 247-256. 

Cornu, M. 1872. Monographic des Saprolegniees; etude physiologique et systematique. Ann. Sci. Nat. 
Bot, Ser. 5, 15: 1-198, pis. 1-7. 

Corsaro, D., ,1. Walochnik, D. Venditti, K. D. Muller, B. Hauroder and R. Michel. 2014. Rediscovery of 
Nucleophaga amoebae, a novel member ofthe Rozellomycota. Paristol. Res. 1 13: 4491-4498. 
Couch, J. N. 1939. Heterothallism in the Chytridiales. J. Elisha Mitchell Soc. 55: 409-414, pi. 49. 
Czeczuga, B. 1995. Hydromycoflora of thirty -one lakes in Elk Lake District and adjacent waters with 
reference to the chemistry of the environment. Acta Mycol. 30: 49-63. 

Dick, M. W. 2001. Sframinipilous Fungi. Khiwer Academic; Dordrecht, Boston and London. 

Hohnel, F. von. 1920. Mykologische fragmente. Annales Mycologici 18: 71-98. 

Index Fungomm (cuiTently updated online database of frmgal names), “www.indexfringorum.org” 
Intemational Code of Nomenclature for algae, fungi, and plants. 2012. lAPT, Melbourne Code, 
“www'.iapt-taxon.org/nomen/main.php” 

James, T. Y., P. M. Letcher, J. E. Longcore, S. E. Mozley-Standridge, D. Porter, M. J. Powell, G. W. 
Griffith and R. Vilgalys. 2006. A molecular phylogeny of the flagellated fungi (Chytridiomycota) 
and description of a new Phylum (Blastocladiomycota). Mycologia 98: 860-871. 

Karlmg, J. S. 1977. Chytridiomycetarum Iconographia. J. Cramer; Vaduz, Liechtenstein; and Lubrecht & 
Cramer; Monti cello. New York. 



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Karpov, S. A., M. A. Mamkaeva, V. V. Aleoshin. E. Nassonova, O. Lilje and F. H. Gleason. 2014. 
Moiphology, phylogeny, and ecology of the aphelids (Aplielidea, Opisthokonta) and proposal for 
the new superphylum Opisthosporidia. Front. Microbiol. 5: 1 12. doi: 10.3389/fmicb.20 14.001 12. 
Mullins, J. T. 1961. The life cycle and development of Dictyomorpha gen. nov. (formerly 
Pringsheimielld), a genus of the aquatic fungi. Amer. J. Bot. 48: 377-387. 

Mullins, J. T. and A. W. Barksdale. 1965. Parasitism of the chytiid Dictyomorpha dioica. Mycologia 57: 
352-359. 

Nielsen, R. and P. M. Pedersen. 1977. Separation of Syncoiyne reinkei nov. gen., nov. sp. from 
Pringsheimiella sciitata (Chlorophyceae, Chaetophoraceae). Phycologia 16: 41 1-416. 

Prmgsheim, N. 1860. Beitrage zur Morphologic und Systematic der Algen. IV. Nachtrage zur 
Morphologic der Saprolegnieen. Jahrb. Wiss. Bot. 2: 205-236, pis. 22-25. 

Sarkar, N. and R. Dayal. 1988. A new variety of Dictyomorpha dioica (Couch) Mullins. Proc. Nat. Acad. 
Sci. India 58 (Sec. B, III): 403-406. 

Sparrow, F. K. 1943. Aquatic Phy corny cetes. Exclusive of the Saprolegniaceae and Pythium. Univ. 

Michigan Press, Ann Arbor; Elumphrey Milford, London; and Oxford Univ. Press. 

Sparrow, F. K. 1960. Aquatic Phy corny cetes, 2"^ revised edition. Univ. Michigan Press, Ann Arbor. 



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Figs. 1-8: Dictyomorpha dioica. 1: Sporangia (Sp), generally spherieal in form, in host (Achlya); 
zoospores released at tip of host filament (arrow). 2: Diseharged sporangia (arrow). 3: Variable 
(often elongate) shape of posteriorly uniflagellate zoospores. 4: Zoospores infeeting host 
{Achlya) by their apieal ends. 5: Young thalli (Th) developing in host. 6: Maturing, and also 
empty, sporangia inside apieal portion of host hypha. 7: Maturing sporangia (Sp); note exit- 
papilla (arrow). 8: Mature sporangium; zoospores released, through papilla, laterally from host 
filament. Figs. 1-3 after Pringsheim (1860), 4-5 after Mullins (1961), 6 after Coueh (1939) and 
Mullins (1961), 7-8 after Mullins (1961). 


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Figs. 9-14: Dictyomorpha dioica. 9: Range of zoospore form. 10: ‘Zoospores’ fusing, as 
gametes, to form zygote. 11-14: Resting spores (RS) in various maturation stages (in hyphae of 
host, Achlya); note ‘extra eells’ (‘host eompartments’ = He), eaeh surrounding one to several 
resting spores (Figs. 11, 12, 14); wall of ‘host eompartments’ sometimes thiekened (12); outer 
resting-spore wall roughened, retieulate or ‘undulate’ (11-12), sometimes sub-spiny (13). Figs. 9- 
10 after Mullins (1961), 11-12 after Coueh (1939), 13 after Mullins (1961), 14 based generally 
on Coueh (1939) and Karling (1977), among others. 


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Figs. 15-20: Dictyomorpha pythiensis. 15: Zoospore. 16: Sporangium (Sp) in host (Pythium), 
exit-tube forming (arrow). 17-18: Emptied sporangia (Sp) in host oogonium (Og); sporangia 
generally oval, exit-tubes persistent. 19: Resting spores (RS) in host oogonia. 20: Resting spores 
(RS), inside host hypha, exhibiting minutely but distinetly spiny walls; speeial ‘host 
eompartments’ (potentially enclosing resting spores) lacking, but extra hyphal septa may form 
(arrow). Figs. 15-20 after Sarkar and Dayal (1988). 


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Mandevilla torosa (Apocynaceae), treated as having two allopatric intergrading varieties in Mexico 


Billie L. Turner 

Plant Resources Center The University of Texas Austin, TX 78712 

billie.turner@austin.utexas.edu 


ABSTRACT 

Mandevilla coulteri S. Wats, is treated as a variety within the widespread M. torosa, the former 
largely confined to north-central Mexico, but passing into var. torosa southwards. 

KEY WORDS: Apocynaceae, Mandevilla, MexicoPublished on-line www.phytologia.org Phytologia 
99(1): 83-85 (Jan 19, 2017). ISSN 030319430. 


Mandevilla torosa (Jacq.) Woodson, the Type from Jamaica, with populations extending into 
southern Mexico, is treated as composed of two intergrading varieties, a more southern typical var. torosa 
and a more northern var. coulteri, the latter largely confined to Coahuila, Nuevo Leon and Tamaulipas 
but grading into var. torosa south- wards; this dichotomy was first proposed by Williams (1999) in his 
doctoral thesis but not published. Unfortunately he applied the varietal name “karwinskii” to the more 
northern elements, the latter typified by a Karwinski collection from southern Mexico (probably Oaxaca). 
He should have adopted the varietal name “coulteri,” for the northern populations, which is typified by a 
Coulter collection from the state of Coahuila. 

I have more or less adopted the key to the two varieties provided by Williams, but with the 
addition of leaf shapes: 

Mandevilla torosa (Jacq.) Woodson, Ann. Missouri Bot. Card. 19: 64 1932. 

Key to varieties 

1. Corolla tubes mostly 4-6 mm long; leaves mostly obovate, or rounded 

at their apices; plants typically vine-like var. torosa 

1. Corolla tubes mostly 7-9 mm long; leaves mostly elliptic with acute apices; 
plants perennial herbs or subshrubs var. coulteri 

var. coulteri (S. Wats) B.L. Turner, var. nov. 

Based upon Echites coulteri S. Wats., Proc. Amer. Acad. Arts 18: 113. 1883. 

The name is typified by Coulter 957, this collected in the state of Coahuila, S. of Saltillo, 
according to Williams (1999). There are some 60 specimens of the variety at LL- TEX, all remarkably 
alike and possessing the characters attributed to var. coulteri by the present author. Williams applied the 
name var. karwinskii to all of these sheets, largely because he had not examined the type concerned; 
Alvorado-Cadenas and Morales (2014) correctly note its synonymy under their concept of Mandevilla 
torosa; they also placed var. coulteri in synonymy under M. torosa, which belies the taxonomy proposed 
herein. 


Distribution of the two taxa in Mexico, along with intermediates, is show in Fig. 1. W illi ams 
mapped, but did not annotate or name the intermediate sheets. Those sheets which I have accepted as 
intermediates (and mapped accordingly) follow: 


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Phytologia (Jan 19, 2017) 99(1) 


TAMAULIPAS (two collections): Hidalgo, Hinton et al. 24709', 11 mi W of Victoria. Graham & 
Johnston 4133. 

SAN LUIS POTOSI: Barkley et al. 854; Irving 167 [both collections near Cd. de Maiz]. 

QUERETARO: (7 sheets, all intermediate) Carranza 930', Carranza & Silva 5873a', Fernandez & 
Rzedowski 3425', Rubio 1866, 1250', Sendn 1042; Zannidio & Carranza 6651. 

Alvorado-Cadenas and Morales (2014) noted two collections of M. torosa from Veracruz that I 
have not examined. I have mapped these as var. torosa, but these too might be intermediates. Indeed, 
with DNA analysis it is possible that typical Mandevilla torosa (in Mexico) will be found confined to the 
Yucatan Peninsula and that intermediates between these and vai\ coulteri are deserving of formal 
recognition. 

It should be noted that Morales (1998) stated ''Mandevilla karninskii is closely related to 
M, torosa but can be recognized by its ver\^ narrowly elliptic (or almost linear) to spatulate leaf blades and 
mucroulate to rarely acute leaf apices, its usually sub-erect habit, and the usually continuous to obscurely 
moniliform follicles.” He did not clearly delineate the two taxon, either morphologically or 
geographically, as perceived by Williams, or the present author. 

LITERATURE CITED 

Alvarado-Cardenas, L.O. and Morales, J.F. 2014. El gcmro Mandevilla (Apocynaceae: Apocynoideae, 
Mesechiteae) en Mexico. Botanical Sciences 92: 59-79. 

Morales. J.F. 1998. A synopsis of the genus Mandevilla (Apoeynaceae) in Mexico and Central America. 
Brittonia 50: 214-232. 

Williams, J.K. 1999. A phylogenetic and taxonomic study of the Apocynaceae, subfamily Apocynoideae 
of Mexico, with a synopsis of subfamily Plumerioideae. Doctoral Diss„ Univ. of Texas, Austin, 546 

pp. 


ACKNOWLEDGEMENTS 


Thanks to LL-TEX for specimens examined and to Jana Kos for editorial input. 



Phytologia (Jan 19, 2017) 99(1) 


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Fig. 1. Distribution of Mandevilla torosa in Mexico