Science Enabled by Specimen Data

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.

López-Pérez, J. D., S. Zamudio, G. Munguía-Lino, and A. Rodríguez. 2024. Una especie endémica nueva y distribución de la riqueza de especies del género <i>Pinguicula</i> (Lentibulariaceae) en la Faja Volcánica Trans-Mexicana, México. Botanical Sciences 102: 995–1008. https://doi.org/10.17129/botsci.3485

Background: The genus Pinguicula harbors 110 species, of which 53 are distributed in Mexico. The formation of the Mexican mountains has favored the Pinguicula diversification. Pinguicula specimens collected in the State of México, along the Trans-Mexican Volcanic Belt (TMVB) do not correspond with any known species. Questions: Do the collected specimens belong to a new species? What is its conservation status? How many Pinguicula species are there along the TMVB and how do they differentiate? How is the Pinguicula species richness distributed? Studied species: Pinguicula. Study site and dates: TMVB, 2005-2023. Methods: Based on herbarium specimens and recently collected material, a morphological analysis and description were made. Conservation status was assessed following IUCN Red List Categories and Criteria. Herbarium specimens and digital records of Pinguicula from the TMVB were examined to generate a list and key. We analyzed the richness distribution of Pinguicula by states, vegetation types, elevation ranges, and grid cells. Results: Pinguicula tlahuica is proposed as a new species. It is distinguished by the linear-spatulate summer leaves. The new species falls into the Endangered (EN) category. Along the TMVB, 16 species of Pinguicula are distributed. The State of México, Hidalgo and Michoacán, and the pine-oak forest were the richest. Pinguicula appeared between 759-3,427 m asl. The grid cell analyses revealed different areas with high richness. Conclusions: Along the TMVB, the Pinguicula species richness centered on the Eastern and Western sectors. Pinguicula crassifolia, P. michoacana, P. tlahuica, and P. zamudioana are endemic to the TMVB.

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.

Ramírez-Ojeda, G., E. Ramírez-Segura, L. Á. Barrera-Guzmán, and A. Vázquez-González. 2024. Ecogeography and Climate Change in Forage Grasses from Arid and Semi-Arid Regions of Mexico. Grasses 3: 110–129. https://doi.org/10.3390/grasses3020008

Arid and semi-arid areas are highly productive ecosystems that have a great diversity of species, among which grasses stand out. These species have ecological, environmental, and economic importance. The objective was to identify the ecological descriptors of 15 native species of grasses and diversity patterns through multivariate analysis techniques (principal component analysis, PCA, and cluster analysis, CA), in addition to identifying potential distribution areas (current and future) and regions of high and low diversity from 3841 accessions and 21 climatic variables. Among the main results, the extreme values, coefficient of variation, and median for each species could be determined. PCA determined that, with 10 variables, it was possible to explain 54.36% of the variation between the analyzed species. CA resulted in the formation of four statistically significant groups, with specific climatic characteristics. Regarding potential distribution areas and climate change, a reduction in distribution is expected (2050) on most of the current surface, with a possible opportunity zone in the north of the country. Finally, two hotspots (high diversity areas) and four coldspots (low diversity areas) were identified among the analyzed species. These results can be used to create strategies for sustainable use and the conservation of these resources.

González-Martínez, C. A., L. Lozada-Pérez, M. E. Olson, and L. O. Alvarado-Cárdenas. 2024. Sistemática de Urostephanus: resurrección de un taxón Mesoamericano de Gonolobinae (Apocynaceae, Asclepiadoideae), con ocho nuevas combinaciones. Acta Botanica Mexicana. https://doi.org/10.21829/abm131.2024.2302

Background and Aims: Recent studies have focused on resolving the systematics of the tribe Gonolobinae of the family Apocynaceae, as well as the controversial genus Matelea s.l. However, many species within Matelea s.l. have not been evaluated phylogenetically. This is the case of M. gonoloboides, previously recognized as the type species of Urostephanus, and other taxa with similar floral morphology. The aim of this study is to test the monophyly of Urostephanus, including some species with morphology similar to M. gonoloboides. Furthermore, we evaluate the taxonomic position of the Urostephanus clade within the subtribe Gonolobinae and compare morphology among related clades. Methods: To assess phylogenetic relationships within Gonolobinae, we downloaded sequences from four loci for 94 species of the subtribe from GenBank. We extracted DNA and sequenced the trnL-F intergenic spacer and rps16 intron from four species of Dictyanthus and six species of Matelea, which are considered to belong to Urostephanus. We reconstructed the phylogeny with Bayesian inference using the maximum clade credibility tree. Based on the phylogenetic pattern, we performed morphological comparisons between the clades Dictyanthus, Polystemma, and Urostephanus. Key results: Phylogenetic analysis recovered Urostephanus as monophyletic and sister to Dictyanthus. Based on this phylogenetic pattern and floral morphology, we resurrect the genus Urostephanus. We propose eight new combinations for the species included in the phylogeny, as well as for those that share floral morphological similarity. We designate two lectotypes. Finally, we discuss aspects of morphology between Urostephanus and closely related groups. Conclusions: The current circumscription of Matelea s.l. includes species with high morphological diversity. With the phylogenetic and morphological evidence among related taxa, we support the resurrection of Urostephanus, more than 120 years after its description. These results contribute to the resolution of the systematics of Gonolobinae in Mesoamerica.

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.

Anest, A., Y. Bouchenak-Khelladi, T. Charles-Dominique, F. Forest, Y. Caraglio, G. P. Hempson, O. Maurin, and K. W. Tomlinson. 2024. Blocking then stinging as a case of two-step evolution of defensive cage architectures in herbivore-driven ecosystems. Nature Plants. https://doi.org/10.1038/s41477-024-01649-4

Dense branching and spines are common features of plant species in ecosystems with high mammalian herbivory pressure. While dense branching and spines can inhibit herbivory independently, when combined, they form a powerful defensive cage architecture. However, how cage architecture evolved under mammalian pressure has remained unexplored. Here we show how dense branching and spines emerged during the age of mammalian radiation in the Combretaceae family and diversified in herbivore-driven ecosystems in the tropics. Phylogenetic comparative methods revealed that modern plant architectural strategies defending against large mammals evolved via a stepwise process. First, dense branching emerged under intermediate herbivory pressure, followed by the acquisition of spines that supported higher speciation rates under high herbivory pressure. Our study highlights the adaptive value of dense branching as part of a herbivore defence strategy and identifies large mammal herbivory as a major selective force shaping the whole plant architecture of woody plants. This study explores the evolution of two traits, branching density and spine presence, in the globally distributed plant family Combretaceae. These traits were found to have appeared in a two-step process in response to mammalian herbivory pressure, revealing the importance of large mammals in the evolution of plant architecture diversity.

Prochazka, L. S., S. Alcantara, J. G. Rando, T. Vasconcelos, R. C. Pizzardo, and A. Nogueira. 2024. Resource availability and disturbance frequency shape evolution of plant life forms in Neotropical habitats. New Phytologist. https://doi.org/10.1111/nph.19601

Organisms use diverse strategies to thrive in varying habitats. While life history theory partly explains these relationships, the combined impact of resource availability and disturbance frequency on life form strategy evolution has received limited attention.We use Chamaecrista species, a legume plant lineage with a high diversity of plant life forms in the Neotropics, and employ ecological niche modeling and comparative phylogenetic methods to examine the correlated evolution of plant life forms and environmental niches.Chamaephytes and phanerophytes have optima in environments characterized by moderate water and nutrient availability coupled with infrequent fire disturbances. By contrast, annual plants thrive in environments with scarce water and nutrients, alongside frequent fire disturbances. Similarly, geophyte species also show increased resistance to frequent fire disturbances, although they thrive in resource‐rich environments.Our findings shed light on the evolution of plant strategies along environmental gradients, highlighting that annuals and geophytes respond differently to high incidences of fire disturbances, with one enduring it as seeds in a resource‐limited habitat and the other relying on reserves and root resprouting systems in resource‐abundant habitats. Furthermore, it deepens our understanding of how organisms evolve associated with their habitats, emphasizing a constraint posed by low‐resource and high‐disturbance environments.

Minghetti, E., P. M. Dellapé, M. Maestro, and S. I. Montemayor. 2024. Evaluating the climatic suitability of Engytatus passionarius Minghetti et al. (Heteroptera, Miridae) as a biological control agent of the invasive stinking passion flower Passiflora foetida L. in Australia through ecological niche models. Biological Control 191: 105461. https://doi.org/10.1016/j.biocontrol.2024.105461

Passiflora foetida is a climbing vine, native to the Neotropical Region that is causing major economic and ecological damage in Australia, where it is rapidly spreading. Traditional control options, such as cutting, manual uprooting, and herbicide applications are only effective for local management. Currently, the plant bug Engytatus passionarius is the most promising biological control agent. Specificity tests performed in its native range in Argentina suggest it is highly specific to the plant, and it has not been observed in the field associated with other plants. As climate determines the establishment of insects, knowing if the environmental conditions suit their requirements is key to introducing a species in a region. Also, an overlap between the climatic niches of species is an indicator of similar requirements. To explore the possibilities of a successful establishment of E. passionarius in Australia, ecological niche models (ENM) were built for the plant bug and for the vine and their overlap was measured. The ENM projected to Australia recognized suitable environmental conditions for the establishment of E. passionarius in several regions where P. foetida is present, both for current and future scenarios. Moreover, the niche of the plant bug is almost completely overlapped with that of the vine. All the aforementioned evidence seems to indicate that E. passionarius has a good chance to become an effective biological control agent of P. foetida.