Science Enabled by Specimen Data

Parys, K., K. Huntzinger, A. Seshadri, and T. Rashid. 2024. First record of <i>Xenoglossa </i>(<i>Cemolobus</i>) <i>ipomoeae </i>(Robertson, 1891) in Mississippi: Distribution, ecology, and conservation implications. Journal of Melittology. https://doi.org/10.17161/jom.vi120.22418

The first record of Xenoglossa (Cemolobus) ipomoeae (Robertson, 1891) (Apidae: Eucerini) for the state of Mississippi, USA is reported. This species is a rarely encountered specialist bee that is known to forage on Ipomoea pandurata (L.) G.F.W. Mey (Convolvulaceae), potentially along with other closely related plants in the genus Ipomoea. A single female was collected in Bolivar County during 2017 that a represents a significant southwestern range expansion for this bee species.

Wei, Z., D. Jiao, C. A. Wehenkel, X. Wei, and X. Wang. 2024. Phylotranscriptomic and ecological analyses reveal the evolution and morphological adaptation of Abies. Journal of Integrative Plant Biology. https://doi.org/10.1111/jipb.13760

Coniferous forests are under severe threat of the rapid anthropogenic climate warming. Abies (firs), the fourth‐largest conifer genus, is a keystone component of the boreal and temperate dark‐coniferous forests and harbors a remarkably large number of relict taxa. However, the uncertainty of the phylogenetic and biogeographic history of Abies significantly impedes our prediction of future dynamics and efficient conservation of firs. In this study, using 1,533 nuclear genes generated from transcriptome sequencing and a complete sampling of all widely recognized species, we have successfully reconstructed a robust phylogeny of global firs, in which four clades are strongly supported and all intersectional relationships are resolved, although phylogenetic discordance caused mainly by incomplete lineage sorting and hybridization was detected. Molecular dating and ancestral area reconstruction suggest a Northern Hemisphere high‐latitude origin of Abies during the Late Cretaceous, but all extant firs diversified during the Miocene to the Pleistocene, and multiple continental and intercontinental dispersals took place in response to the late Neogene climate cooling and orogenic movements. Notably, four critically endangered firs endemic to subtropical mountains of China, including A. beshanzuensis, A. ziyuanensis, A. fanjingshanensis and A. yuanbaoshanensis from east to west, have different origins and evolutionary histories. Moreover, three hotspots of species richness, including western North America, central Japan, and the Hengduan Mountains, were identified in Abies. Elevation and precipitation, particularly precipitation of the coldest quarter, are the most significant environmental factors driving the global distribution pattern of fir species diversity. Some morphological traits are evolutionarily constrained, and those linked to elevational variation (e.g., purple cone) and cold resistance (e.g., pubescent branch and resinous bud) may have contributed to the diversification of global firs. Our study sheds new light on the spatiotemporal evolution of global firs, which will be of great help to forest management and species conservation in a warming world.

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.

Ruiz‐Mondragón, K. Y., A. Klimova, A. Valiente‐Banuet, R. Lira, and L. E. Eguiarte. 2024. Evolution history and the importance of genomic diversity facing climate change. The case of Agave marmorata Roezl., a microendemic agave used for mezcal production. PLANTS, PEOPLE, PLANET. https://doi.org/10.1002/ppp3.10532

Social Impact StatementFor hundreds of years, Agave marmorata plants have been used in the production of alcoholic beverages in Mexico. This species is very important in small‐scale rural economies because it is a large plant, yielding five liters of mezcal. However, the production of these beverages takes place when it reaches its reproductive stage, which takes up to 35 years. Due to its slow maturation and high demand, it is considered an endangered species. Therefore, as a conservation strategy, this study proposes the creation of nurseries, genetic breeding programs, and demographic monitoring of wild populations to counteract the extraction of wild plants and, the conservation of the genetic diversity.Summary Agave marmorata Roezl., is an endemic species distributed in the states of Oaxaca and Puebla, Mexico, and locally is widely used to produce mezcal. We assessed the genomic diversity and differentiation using the RADseq method and 29,101 high‐quality single nucleotide polymorphisms (SNPs) in wild plants and grown under three different management types (cultivated, plants used as live fences, and young plants growing in nurseries). We examined the demographic history and used species distribution modeling to understand the future of A. marmorata under scenarios of climate change. We found high levels of genomic diversity (HS = 0.229) and moderate levels of inbreeding (FIS = 0.106 and Fhat3 = 0.190). The cultivated samples harbored less genetic diversity than the wild plants. Furthermore, we estimated low differentiation between cultivated and wild localities (FST = 0.037). In the wild samples, we identified two main genetic groups, one in the East and another in the West of its distribution area. This genetic structure possibly derived from a population contraction during the Pleistocene (~216,879.75 BP) and the formation of two refugia in small areas with climatic stability. Furthermore, the demographic reconstruction indicated that A. marmorata went through a recent population expansion event, with a large current Ne (Ne = 8,009). The future climate change models indicated contrasting possible changes in its distribution range, from an increase to the reduction of its suitable habitat, differences related to model parametrization, and future levels of CO2 production. We propose conservation measures for the different management types of the species while also considering the biotic and abiotic interactions of Agave marmorata.

Andrade-Pereira, D., and K. Cuddington. 2024. Range expansion risk for a newly established invasive duckweed species in Europe and Canada. Plant Ecology. https://doi.org/10.1007/s11258-024-01436-3

Landoltia punctata is an invasive aquatic plant that has spread across the United States. Unlike native duckweeds, this species has developed herbicide resistance. As a result, invasion can lead to high management costs and the loss of recreational areas and natural habitats. The species has been recently found in Europe, and is also approaching the northern US border with Canada. We predicted the potential distribution of L. punctata in western Europe and Canada using presence-only data from the Global Biodiversity Information Facility as well as other literature records. We fit predictive models to this data using a Maxent approach. Since climate data based on surface lake water conditions are often more relevant to macrophytes than air temperature metrics, our models included both water and air temperature bioclimatic variables related to the life history of the species. Model comparisons confirmed a superior fit of lake temperatures to duckweed distribution records. The best fit model suggests a high habitat suitability for the species in most Western European countries and Western Canada. A moderate emission scenario suggests that in 2041 currently compatible areas will still be suitable, and that the Great Lakes region will become suitable. Preventive measures to avoid future spread of L. punctata are recommended in these locations to avoid impacts associated with this and similar duckweed species in Europe and the US.

Estrada-Sánchez, I., A. Espejo-Serna, J. García-Cruz, and A. R. López-Ferrari. 2024. Richness, distribution, and endemism of neotropical subtribe Ponerinae (Orchidaceae, Epidendreae). Brazilian Journal of Botany 47: 501–517. https://doi.org/10.1007/s40415-024-01005-y

The subtribe Ponerinae (Orchidaceae) includes the genera Helleriella A. D. Hawkes, Isochilus R. Brown, Nemaconia Knowles & Westc., and Ponera Lindl. Most of its species are epiphytes and usually grow on trees of the genus Quercus L. in cloud forests and temperate coniferous and broad-leaved forests; some taxa are rarely lithophytes or less frequently terrestrial. The aim of this study was to estimate the distribution of the species of the subtribe Ponerinae using ecological niche models (ENM), determine areas with highest richness and endemism rates with the occurrence data and the models obtained, and determine if the areas with highest richness and endemism recognized in this work are located within any of the conservation areas (ANPs) and/or Regiones Terrestres Prioritarias (RTPs). We reviewed 1 044 herbarium specimens from ten institutional collections, corresponding to two species of Helleriella , eleven of Isochilus , six of Nemaconia , and two of Ponera , and a geographic and taxonomic database was generated. ENM were constructed with MaxEnt 3.3; and we determine areas with highest species richness and endemism with Biodiverse 4.3. Mexico is the richest country with 21 species, followed by Guatemala with nine. The more widely distributed species are: Isochilus linearis (Jacq.) R.Br, and Nemaconia striata (Lindl.) Van den Berg, Salazar & Soto Arenas; I . oaxacanus Salazar & Soto Arenas is endemic to Mexican state of Oaxaca and N . dressleriana (Soto Arenas) van den Berg, Salazar & Soto Arenas of Morelos. The cells with higher occurrence richness and occurrence weighted endemism were located in Chiapas Highlands, and the higher occurrence of corrected weighted endemism is located in Transmexican Volcanic Belt, considered the nucleus of the Mexican Transition Zone. On the other hand, the cells with greater ENM richness and ENM weighted endemism were located in Sierra Madre del Sur, and the higher ENM corrected weighted endemism in Sierra Madre Oriental. It is suggested to change the status of the regions Cañón del Zopilote and El Tlacuache from RTPs to ANPs.

Serra‐Diaz, J. M., J. Borderieux, B. Maitner, C. C. F. Boonman, D. Park, W. Guo, A. Callebaut, et al. 2024. occTest: An integrated approach for quality control of species occurrence data. Global Ecology and Biogeography. https://doi.org/10.1111/geb.13847

Aim Species occurrence data are valuable information that enables one to estimate geographical distributions, characterize niches and their evolution, and guide spatial conservation planning. Rapid increases in species occurrence data stem from increasing digitization and aggregation efforts, and citizen science initiatives. However, persistent quality issues in occurrence data can impact the accuracy of scientific findings, underscoring the importance of filtering erroneous occurrence records in biodiversity analyses.InnovationWe introduce an R package, occTest, that synthesizes a growing open‐source ecosystem of biodiversity cleaning workflows to prepare occurrence data for different modelling applications. It offers a structured set of algorithms to identify potential problems with species occurrence records by employing a hierarchical organization of multiple tests. The workflow has a hierarchical structure organized in testPhases (i.e. cleaning vs. testing) that encompass different testBlocks grouping different testTypes (e.g. environmental outlier detection), which may use different testMethods (e.g. Rosner test, jacknife,etc.). Four different testBlocks characterize potential problems in geographic, environmental, human influence and temporal dimensions. Filtering and plotting functions are incorporated to facilitate the interpretation of tests. We provide examples with different data sources, with default and user‐defined parameters. Compared to other available tools and workflows, occTest offers a comprehensive suite of integrated tests, and allows multiple methods associated with each test to explore consensus among data cleaning methods. It uniquely incorporates both coordinate accuracy analysis and environmental analysis of occurrence records. Furthermore, it provides a hierarchical structure to incorporate future tests yet to be developed.Main conclusionsoccTest will help users understand the quality and quantity of data available before the start of data analysis, while also enabling users to filter data using either predefined rules or custom‐built rules. As a result, occTest can better assess each record's appropriateness for its intended application.

Ramírez-Barahona, S. 2024. Incorporating fossils into the joint inference of phylogeny and biogeography of the tree fern order Cyatheales R. Warnock, and M. Zelditch [eds.],. Evolution. https://doi.org/10.1093/evolut/qpae034

Present-day geographic and phylogenetic patterns often reflect the geological and climatic history of the planet. Neontological distribution data are often sufficient to unravel a lineage’s biogeographic history, yet ancestral range inferences can be at odds with fossil evidence. Here, I use the fossilized birth–death process and the dispersal–extinction cladogenesis model to jointly infer the dated phylogeny and range evolution of the tree fern order Cyatheales. I use data for 101 fossil and 442 extant tree ferns to reconstruct the biogeographic history of the group over the last 220 million years. Fossil-aware reconstructions evince a prolonged occupancy of Laurasia over the Triassic–Cretaceous by Cyathealean tree ferns, which is evident in the fossil record but hidden from analyses relying on neontological data alone. Nonetheless, fossil-aware reconstructions are affected by uncertainty in fossils’ phylogenetic placement, taphonomic biases, and specimen sampling and are sensitive to interpretation of paleodistributions and how these are scored. The present results highlight the need and challenges of incorporating fossils into joint inferences of phylogeny and biogeography to improve the reliability of ancestral geographic range estimation.

Schertler, A., B. Lenzner, S. Dullinger, D. Moser, J. L. Bufford, L. Ghelardini, A. Santini, et al. 2023. Biogeography and global flows of 100 major alien fungal and fungus‐like oomycete pathogens. Journal of Biogeography. https://doi.org/10.1111/jbi.14755

AbstractAimSpreading infectious diseases associated with introduced pathogens can have devastating effects on native biota and human livelihoods. We analyse the global distribution of 100 major alien fungal and oomycete pathogens with substantial socio‐economic and environmental impacts and examine their taxonomy, ecological characteristics, temporal accumulation trajectories, regional hot‐ and coldspots of taxon richness and taxon flows between continents.LocationGlobal.TaxonAlien/cryptogenic fungi and fungus‐like oomycetes, pathogenic to plants or animals.MethodsTo identify over/underrepresented classes and phyla, we performed Chi2 tests of independence. To describe spatial patterns, we calculated the region‐wise richness and identified hot‐ and coldspots, defined as residuals after correcting taxon richness for region area and sampling effort via a quasi‐Poisson regression. We examined the relationship with environmental and socio‐economic drivers with a multiple linear regression and evaluated a potential island effect. Regional first records were pooled over 20‐year periods, and for global flows the links between the native range to the alien regions were mapped.ResultsPeronosporomycetes (Oomycota) were overrepresented among taxa and regional taxon richness was positively correlated with area and sampling effort. While no island effect was found, likely due to host limitations, hotspots were correlated with human modification of terrestrial land, per capita gross domestic product, temperate and tropical forest biomes, and orobiomes. Regional first records have increased steeply in recent decades. While Europe and Northern America were major recipients, about half of the taxa originate from Asia.Main ConclusionsWe highlight the putative importance of anthropogenic drivers, such as land use providing a conducive environment, contact opportunities and susceptible hosts, as well as economic wealth likely increasing colonisation pressure. While most taxa were associated with socio‐economic impacts, possibly partly due to a bias in research focus, about a third show substantial impacts to both socio‐economy and the environment, underscoring the importance of maintaining a wholescale perspective across natural and managed systems.

Qin, F., T. Xue, X. Zhang, X. Yang, J. Yu, S. R. Gadagkar, and S. Yu. 2023. Past climate cooling and orogenesis of the Hengduan Mountains have influenced the evolution of Impatiens sect. Impatiens (Balsaminaceae) in the Northern Hemisphere. BMC Plant Biology 23. https://doi.org/10.1186/s12870-023-04625-w

Background Impatiens sect. Impatiens is distributed across the Northern Hemisphere and has diversified considerably, particularly within the Hengduan Mountains (HDM) in southwest China. Yet, the infra-sectional phylogenetic relationships are not well resolved, largely due to limited taxon sampling and an insufficient number of molecular markers. The evolutionary history of its diversification is also poorly understood. In this study, plastome data and the most complete sampling to date were used to reconstruct a robust phylogenetic framework for this section. The phylogeny was then used to investigate its biogeographical history and diversification patterns, specifically with the aim of understanding the role played by the HDM and past climatic changes in its diversification. Results A stable phylogeny was reconstructed that strongly supported both the monophyly of the section and its division into seven major clades (Clades I-VII). Molecular dating and ancestral area reconstruction suggest that sect. Impatiens originated in the HDM and Southeast China around 11.76 Ma, after which different lineages dispersed to Northwest China, temperate Eurasia, and North America, mainly during the Pliocene and Pleistocene. An intercontinental dispersal event from East Asia to western North America may have occurred via the Bering Land Bridge or Aleutian Islands. The diversification rate was high during its early history, especially with the HDM, but gradually decreased over time both within and outside the HDM. Multiple linear regression analysis showed that the distribution pattern of species richness was strongly associated with elevation range, elevation, and mean annual temperature. Finally, ancestral niche analysis indicated that sect. Impatiens originated in a relatively cool, middle-elevation area. Conclusions We inferred the evolutionary history of sect. Impatiens based on a solid phylogenetic framework. The HDM was the primary source or pump of its diversity in the Northern Hemisphere. Orogeny and climate change may have also shaped its diversification rates, as a steady decrease in the diversification rate coincided with the uplift of the HDM and climate cooling. These findings provide insights into the distribution pattern of sect. Impatiens and other plants in the Northern Hemisphere.