Science Enabled by Specimen Data

delos Angeles, M. D., S. Radbouchoom, B. K. Ngarega, R. S. Lapuz, and H. Schneider. 2025. Spatial diversity and distribution of fern and lycophyte species in karst and non-karst landscapes towards conservation needs. Frontiers in Plant Science 16. https://doi.org/10.3389/fpls.2025.1495796

Karst formations are distinguished by their high levels of species diversity and endemism, including ferns and lycophytes. However, the existing data on plant community composition in karst formations remains deficient. Addressing these knowledge gaps is imperative, given the current accelerated rates of species loss, to enhance efforts to conserve biodiversity in these habitats. This study documents and explains patterns of fern and lycophyte species diversity within karst landscapes (KL) and non-karst landscapes (NKL) in the Philippines. Our comprehensive analysis involved aggregating 19,529 occurrence points encompassing 1,024 fern and lycophyte species sourced from field expeditions, voucher records from local herbaria, and online databases. Indices for species richness, weighted endemism, and corrected weighted endemism were then computed across KL and NKL areas to describe spatial diversity and identify fern and lycophyte hotspot areas. Gap analyses were also performed to determine if established protected areas (PAs) were sufficient to cover the identified fern and lycophyte diversity hotspots. Principal Component Analysis (PCA) was conducted to determine potential ecological drivers of distribution between KL and NKL areas. The findings reveal that most fern and lycophyte species were recorded to occur in NKL areas, with 995 (97.16%) species identified, while 676 (66.02%) species were documented to occur in KLs, including 29 (2.83%) exclusive to karsts. Identified hotspots for NKL are within mountain ecosystems, which are already under existing legal protection. In contrast, KLs have five areas identified as congruent hotspots but considered gap areas due to their exclusion from current PA boundaries. Existing PAs thus provide less protection to karst habitats and their associated floras. PCA did not reveal any significant environmental predictors, suggesting separation of KL and NKL species distributions, possibly due to lack of high-resolution environment data available for karsts. To facilitate the conservation of fern and lycophyte species in karsts, we propose installing and expanding existing PA boundaries, along with conducting more focused surveys in karst regions to better understand their ecological dynamics.

En Santander, Colombia, asociado al valle del Magdalena Medio se presentan serranías con remanentes boscosos que contrastan con las zonas deforestadas de las partes bajas. Presentamos una serie (90 especímenes de 48 especies) de la Serranía de La Paz, Betulia, catalogada en la Colección de Ornitología del Museo de Historia Natural de la Universidad Industrial de Santander (UIS-AV) y que proviene principalmente de una expedición en 2023 con el objetivo de estudiar su avifauna a partir de especímenes. La composición de especies de esta serie se comparó con la de otras series de UIS-AV recolectadas recientemente en el Magdalena Medio, y con una serie recolectada en la misma serranía en 1956 cuya información fue obtenida en el GBIF. Nuestra serie de la Serranía de La Paz comparte más especies con un área de bosque continuo en Bolívar que con fragmentos de bosque en Santander. Aunque varias especies de la Serranía de La Paz se registran en otros sitios del Magdalena Medio, nuestra serie incluye a Cotinga nattererii, Trogon rufus y Trogon caligatus que son especies con pocos especímenes para Santander que fueron recolectados hace más de 70 años, además de Euphonia concinna que representa un registro novedoso para el departamento. El 90 % de las especies recolectadas en 1956 están en UIS-AV o se registraron en 2023, pero Psarocolius wagleri, Cacicus cela y Falco sparverius, estuvieron ausentes. La Serranía de La Paz tiene especies de aves características de bosques del Magdalena Medio y puede ser un sitio apropiado para conservarlas.

Ordoñez, J. C., C. Tovar, B. E. Walker, J. Wheeler, S. Ayala-Ruano, K. Aguirre-Carvajal, S. M. McMahon, and F. Cuesta. 2025. Phenological patterns of tropical mountain forest trees across the neotropics: evidence from herbarium specimens. Proceedings of the Royal Society B: Biological Sciences 292. https://doi.org/10.1098/rspb.2024.2748

The flowering phenology of many tropical mountain forest tree species remains poorly understood, including flowering synchrony and its drivers across neotropical ecosystems. We obtained herbarium records for 427 tree species from a long-term monitoring transect on the northwestern Ecuadorian Andes, sourced from the Global Biodiversity Information Facility and the Herbario Nacional del Ecuador. Using machine learning algorithms, we identified flowering phenophases from digitized specimen labels and applied circular statistics to build phenological calendars across six climatic regions within the neotropics. We found 47 939 herbarium records, of which 14 938 were classified as flowering by Random Forest Models. We constructed phenological calendars for six regions and 86 species with at least 20 flowering records. Phenological patterns varied considerably across regions, among species within regions, and within species across regions. There was limited interannual synchronicity in flowering patterns within regions primarily driven by bimodal species whose flowering peaks coincided with irradiance peaks. The predominantly high variability of phenological patterns among species and within species likely confers adaptative advantages by reducing interspecific competition during reproductive periods and promoting species coexistence in highly diverse regions with little or no seasonality.

Brock, J. M. R., A. M. Bellvé, and B. R. Burns. 2025. Marcescence and prostrate growth in tree ferns are adaptations to cold tolerance. Ecography. https://doi.org/10.1111/ecog.07362

Cold tolerance strategies in plants vary from structural to biochemical permitting many plants to survive and grow on sites that experience freezing conditions intermittently. Although tree ferns occur predominantly across the tropics, they also occur in temperate zones and occasionally in areas that experience sub‐zero temperatures, and how these large ferns survive freezing conditions is unknown. Many temperate tree fern taxa are marcescent – retaining whorls of dead fronds encircling the upper trunk – or develop short or prostrate trunks, possibly to insulate against frost damage to their trunks and growing crowns. We asked the following questions: 1) do global growth patterns and traits of tree ferns respond to freezing conditions associated with latitude and elevation, 2) do growth patterns of tree ferns in New Zealand vary along a temperature‐related gradient, and 3) do marcescent tree fern skirts insulate the growing crown from sub‐zero temperatures? To establish what morphological adaptations permitted the Cyatheales to occur in biomes that experience intermittent sub‐zero temperatures and frost, we 1) reviewed the global distributions of these structural and morphological traits within the tree ferns (Cyatheales); 2) assessed the patterns of tree fern marcescence, and other traits potentially associated with cold tolerance (no trunk, prostrate, short‐trunked) of nine taxa of the Cyatheales along environmental gradients across New Zealand; and 3) conducted a field experiment to assess the thermal insulation properties of tree fern marcescent skirts. We identified significant trends among growth forms, marcescence, and environmental gradients consistent with our hypothesis that these are adaptations to tolerate cold. Our field experiments provide quantitative evidence that marcescent skirts have a strong insulating effect on tree fern trunks. The Cyatheales have evolved several strategies to protect the pith cores of their trunks from extreme cold temperatures in temperate forests allowing them to capture niche space in environments beyond the tropics.

Lombardi, E. M., H. Faust, and H. E. Marx. 2024. Synthesizing historical plant collections to identify priorities for future collection efforts and research applications. Ecosphere 15. https://doi.org/10.1002/ecs2.70102

To understand how and where biodiversity is threatened, it is imperative to build historical baselines that accurately characterize the present and past states of biodiversity across environments. Botanical collections provide important ecological, evolutionary, and biogeographic information on the diversity and distributions of plant taxa, yet biases in collection efforts across spatial, temporal, and taxonomic scales are well known. Here, we characterize and quantify trends in botanical collections made from across different abiotic, biotic, and sociopolitical boundaries within the present‐day state of New Mexico. Using a biodiversity informatics approach applied toward a regional case study, we identify opportunities for efficiently improving natural history collection coverage and analyses of botanical diversity. Accurate representation of botanical biodiversity, preserved for future generations through vouchered plant specimens deposited in herbaria, depends on collection decisions made now. This work aims to provide a useful workflow for synthesizing digitized regional botanical collections as researchers prioritize current and future resources in the face of global change.

Streiff, S. J. R., E. O. Ravomanana, M. Rakotoarinivo, M. Pignal, E. P. Pimparé, R. H. J. Erkens, and T. L. P. Couvreur. 2024. High-quality herbarium-label transcription by citizen scientists improves taxonomic and spatial representation of the tropical plant family Annonaceae. Adansonia 46. https://doi.org/10.5252/adansonia2024v46a18

Herbarium specimens provide an important and central resource for biodiversity research. Making these records digitally available to end-users represents numerous challenges, in particular, transcribing metadata associated with specimen labels. In this study, we used the citizen science initiative ‘Les Herbonautes’ and the Récolnat network to transcribe specific data from all herbarium specimen labels stored at the Muséum national d’Histoire naturelle in Paris of the large tropical plant family Annonaceae. We compared this database with publicly available global biodiversity repository data and expert checklists. We investigated spatial and taxonomic advances in data availability at the global and country scales. A total of 20 738 specimens were transcribed over the course of more than two years contributing to and significantly extending the previously available specimen and species data for Annonaceae worldwide. We show that several regions, mainly in Africa and South East Asia not covered by online global datasets, are uniquely available in the P herbarium, probably linked to past history of the museum’s botanical exploration. While acknowledging the challenges faced during the transcription of historic specimens by citizen scientists, this study highlights the positive impact of adding records to global datasets both in space and time. This is illustrative for researchers, collection managers, policy makers as well as funders. These datasets will be valuable for numerous future studies in biodiversity research, including ecology, evolution, conservation and climate change science.

Howard, C. C., P. Kamau, H. Väre, L. Hannula, A. Juslén, J. Rikkinen, and E. B. Sessa. 2024. Historical Biogeography of Sub‐Saharan African Spleenworts. Journal of Biogeography. https://doi.org/10.1111/jbi.15019

ABSTRACTAimFerns are globally distributed, yet the number of studies examining the historical evolution of African taxa is relatively low. Investigation of the evolution of African fern diversity is critical in order to understand patterns and processes that have global relevance (e.g., the pantropical diversity disparity [PDD] pattern). This study aims to examine when and from where a globally distributed fern lineage arrived in sub‐Saharan Africa, to obtain a better understanding of potential processes contributing to patterns of diversity across the region.LocationGlobal, sub‐Saharan Africa.TaxonAsplenium (Aspleniaceae).MethodsWe analysed five loci from 537 Asplenium taxa using a maximum likelihood (IQ‐Tree) phylogenetic framework. For age estimation, we performed penalised likelihood as implemented in treePL, and executed a Bayesian analysis using BEAST. Biogeographical analyses were carried out using BioGeoBEARS.ResultsMost dispersals into Africa occurred within the last ~55 myr, with the highest diversity of sub‐Saharan African taxa concentrated in two clades, each of which descended from an Asian ancestor. Additional dispersals to sub‐Saharan Africa can be found throughout the phylogeny. Lastly, potential cryptic species diversity exists within Asplenium as evidenced by several polyphyletic taxa.Main ConclusionsWe recover multiple dispersals of Asplenium to sub‐Saharan Africa, with two major lineages likely diversifying after arrival.

Capinha, C., A. Ceia-Hasse, S. de-Miguel, C. Vila-Viçosa, M. Porto, I. Jarić, P. Tiago, et al. 2024. Using citizen science data for predicting the timing of ecological phenomena across regions. BioScience 74: 383–392. https://doi.org/10.1093/biosci/biae041

The scarcity of long-term observational data has limited the use of statistical or machine-learning techniques for predicting intraannual ecological variation. However, time-stamped citizen-science observation records, supported by media data such as photographs, are increasingly available. In the present article, we present a novel framework based on the concept of relative phenological niche, using machine-learning algorithms to model observation records as a temporal sample of environmental conditions in which the represented ecological phenomenon occurs. Our approach accurately predicts the temporal dynamics of ecological events across large geographical scales and is robust to temporal bias in recording effort. These results highlight the vast potential of citizen-science observation data to predict ecological phenomena across space, including in near real time. The framework is also easily applicable for ecologists and practitioners already using machine-learning and statistics-based predictive approaches.

Reichgelt, T. 2024. Linking the macroclimatic niche of native lithophytic ferns and their prevalence in urban environments. American Journal of Botany 111. https://doi.org/10.1002/ajb2.16364

Premise Vertical surfaces in urban environments represent a potential expansion of niche space for lithophytic fern species. There are, however, few records of differential success rates of fern species in urban environments.MethodsThe occurrence rates of 16 lithophytic fern species native to the northeastern USA in 14 biomes, including four urban environments differentiated by percentage of impervious surfaces, were evaluated. In addition, the natural macroclimatic ranges of these species were analyzed to test whether significant differences existed in climatic tolerance between species that occur in urban environments and species that do not.ResultsThree species appear to preferentially occur in urban environments, two species may facultatively occur in urban environments, and the remaining 11 species preferentially occur in nondeveloped rural environments. The natural range of fern species that occur in urban environments had higher summer temperatures than the range of species that do not, whereas other macroclimatic variables, notably winter temperatures and precipitation, were less important or insignificant.ConclusionsVertical surfaces in urban environments may represent novel niche space for some native lithophytic fern species in northeastern USA. However, success in this environment depends, in part, on tolerance of the urban heat island effect, especially heating of impervious surfaces in summer.

Martínez-Fonseca, J. G., L. A. Trujillo, E. P. Westeen, F. A. Reid, C. Hood, M. A. Fernández-Mena, L. E. Gutiérrez-López, et al. 2024. New departmental and noteworthy records of mammals (Mammalia, Theria) from Nicaragua. Check List 20: 706–720. https://doi.org/10.15560/20.3.706

AbstractAbstract. neighboring countries. Recently, an increase in biological surveys and access to natural preserves has led to a better understanding of species distributions in Nicaragua and across Central America. Here, we provide new departmental records for three species of didelphid, 18 chiropterans (Phyllostomidae, Molossidae, Vespertilionidae), one geomyid, and one mustelid from 21 sites across the country. This work underscores the need for additional sampling across Nicaragua to fill gaps in the known distribution of many species. This information can facilitate or inform conservation actions in established and proposed preserves in Nicaragua.