Science Enabled by Specimen Data

Quirk, Z. J., S. Y. Smith, R. Paul Acosta, and C. J. Poulsen. 2024. Where did they come from, where did they go? Niche conservatism in woody and herbaceous plants and implications for plant‐based paleoclimatic reconstructions. American Journal of Botany 111. https://doi.org/10.1002/ajb2.16426

AbstractPremiseThe ecological conditions that constrain plants to an environmental niche are assumed to be constant through time. While the fossil record has been used previously to test for niche conservatism of woody flowering plants, additional studies are needed in other plant groups especially since they can provide insight with paleoclimatic reconstructions, high biodiversity in modern terrestrial ecosystems, and significant contributions to agriculture.MethodsWe tested climatic niche conservatism across time by characterizing the climatic niches of living herbaceous ginger plants (Zingiberaceae) and woody dawn redwood (Metasequoia) against paleoniches reconstructed based on fossil distribution data and paleoclimatic models.ResultsDespite few fossil Zingiberaceae occurrences in the latitudinal tropics, unlike living Zingiberaceae, extinct Zingiberaceae likely experienced paratropical conditions in the higher latitudes, especially in the Cretaceous and Paleogene. The living and fossil distributions of Metasequoia largely remain in the upper latitudes of the northern hemisphere. The Zingiberaceae shifted from an initial subtropical climatic paleoniche in the Cretaceous, toward a temperate regime in the late Cenozoic; Metasequoia occupied a more consistent climatic niche over the same time intervals.ConclusionsBecause of the inconsistent climatic niches of Zingiberaceae over geologic time, we are less confident of using them for taxonomic‐based paleoclimatic reconstruction methods like nearest living relative, which assume a consistent climatic niche between extant and extinct relatives; we argue that the consistent climatic niche of Metasequoia is more appropriate for these reconstructions. Niche conservatism cannot be assumed between extant and extinct plants and should be tested further in groups used for paleoclimatic reconstructions.

Xu, L., Z. Song, T. Li, Z. Jin, B. Zhang, S. Du, S. Liao, et al. 2024. New insights into the phylogeny and infrageneric taxonomy of Saussurea based on hybrid capture phylogenomics (Hyb-Seq). Plant Diversity. https://doi.org/10.1016/j.pld.2024.10.003

Saussurea is one of the largest and most rapidly evolving genera within the Asteraceae, comprising approximately 520 species from the Northern Hemisphere. A comprehensive infrageneric classification, supported by robust phylogenetic trees and corroborated by morphological and other data, has not yet been published. For the first time, we recovered a well-resolved nuclear phylogeny of Saussurea consisting of four main clades, which was also supported by morphological data. Our analyses show that ancient hybridization is the most likely source of deep cytoplasmic-nuclear conflict in Saussurea, and a phylogeny based on nuclear data is more suitable than one based on chloroplast data for exploring the infrageneric classification of Saussurea. Based on the nuclear phylogeny obtained and morphological characters, we proposed a revised infrageneric taxonomy of Saussurea, which includes four subgenera and 13 sections. Specifically, 1) S. sect. Cincta, S. sect. Gymnocline, S. sect. Lagurostemon, and S. sect. Strictae were moved from S. subg. Saussurea to S. subg. Amphilaena, 2) S. sect. Pseudoeriocoryne was moved from S. subg. Eriocoryne to S. subg. Amphilaena, and 3) S. sect. Laguranthera was moved from S. subg. Saussurea to S. subg. Theodorea.

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.

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.

Gao, C., S. Guo, C. Ma, J. Yang, X. Kang, and R. Li. 2024. Impact of Climate Change on the Potential Geographical Distribution Patterns of Luculia pinceana Hook. f. since the Last Glacial Maximum. Forests 15: 253. https://doi.org/10.3390/f15020253

In this study, we utilized 76 natural distribution points and six environmental variables to establish a detailed species distribution prediction process for Luculia pinceana Hook. f. Our aim was to explore the potential distribution patterns of L. pinceana since the Last Glacial Maximum (LGM) and its response to climate change, providing a scientific basis for conservation strategies and the suitable introduction of its wild populations. This model enabled the prediction of L. pinceana’s geographical distribution patterns across five temporal phases: the LGM, the Mid-Holocene (MH), the present, and two future scenarios. Additionally, the model pinpointed the dominant environmental factors influencing these distribution patterns. The results indicate the following: (1) The temperature annual range (bio7), the minimum temperature of the coldest month (bio6), and the precipitation of the wettest month (bio13) are the dominant environmental factors that determine the distribution of L. pinceana. In areas where bio7 is less than 22.27 °C, bio6 is above 3.34 °C, and bio13 exceeds 307.65 mm, the suitability for L. pinceana is highest. (2) Under the current climatic conditions, the highly suitable area of L. pinceana accounts for 64 × 104 km2, which accounts for half of the total suitable area. The suitable habitats for L. pinceana are concentrated in Yunnan, Guizhou, Sichuan, Chongqing, Guangxi, southern Nyingchi in Tibet, and the coastal areas of South China. (3) During the LGM and the MH, the suitable habitats for L. pinceana were essentially consistent with the current scenarios, with no significant southward shift in distribution. This lack of a major southward migration during the LGM could be attributed to the species finding refuge in situ in mountainous areas. (4) Under various future emission scenarios, the suitable habitat area for L. pinceana is expected to experience significant expansion, generally shifting towards the northwest and higher latitudes. The anticipated global warming in the future is likely to provide more favorable conditions for the survival of L. pinceana. It is recommended that the introduction follows the direction of centroid migration, facilitated by vegetation management, and it has the ecological and economic benefits of L. pinceana to a greater extent.

Xiaofan, S., Z. Jian, G. Haojie, K. Weipeng, B. Yuke, L. Xiupeng, Y. Enrong, et al. 2023. Island area and climate jointly impact seed plant richness patterns across the Zhoushan Archipelago. Biodiversity Science 31: 23392. https://doi.org/10.17520/biods.2023392

岛屿因具有明确的地理边界, 是检验多个生态学过程如何构建生物多样性的理想平台之一。岛屿属性、气候因素、人 类干扰等通过影响物种选择、扩散等过程, 进而影响着岛屿生物多样性格局。目前对于岛屿植物丰富度格局如何受这些因素 的共同作用的认识仍不充分, 尤其是在人类干扰较强的海岛。本文基于我国第一大群岛舟山群岛92个岛屿较完整的种子植物 分布数据, 采用一般线性回归和广义线性模型(伪泊松分布)定量评估岛屿属性(面积、隔离度、形状指数)、气候(温度、降水 及其季节性)和人类干扰对本土植物总丰富度及不同生长型、叶物候型植物丰富度格局的影响, 采用beta回归分析常绿阔叶木 本比率(常绿阔叶木本植物丰富度/所有阔叶木本植物丰富度)的影响因素。结果发现: 92个岛屿共记录本土植物1,158种, 其中 乔木108种、灌木318种、草本732种; 岛屿面积是对植物总丰富度影响最大的因子, 其次是年降水量和隔离度; 乔木丰富度随 隔离度增加而减少的趋势比灌木和草本更明显; 常绿阔叶和落叶阔叶木本植物丰富度格局与总体基本一致, 年降水量对常绿 阔叶木本的影响大于落叶阔叶木本, 但常绿阔叶木本比率仅受温度季节性的强烈影响。岛屿面积、年降水量、温度季节性等 是塑造舟山群岛所有植物及其不同功能型组(生长型、叶物候型)植物丰富度格局的主要决定因素。

McCulloch-Jones, E. J., T. Kraaij, N. Crouch, and K. T. Faulkner. 2023. Assessing the invasion risk of traded alien ferns using species distribution models. NeoBiota 87: 161–189. https://doi.org/10.3897/neobiota.87.101104

Risk analysis plays a crucial role in regulating and managing alien and invasive species but can be time-consuming and costly. Alternatively, combining invasion and impact history with species distribution models offers a cost-effective and time-efficient approach to assess invasion risk and identify species for which a comprehensive risk analysis should take precedence. We conducted such an assessment for six traded alien fern species, determining their invasion risk in countries where they are traded. Four of the species (Dicksonia antarctica, Dryopteris erythrosora, Lygodium japonicum, and Phlebodium aureum) showed limited global distributions, while Adiantum raddianum and Sphaeropteris cooperi had broader distributions. A. raddianum, however, was the only species found to pose a high invasion risk in two known trade countries – the USA and Australia – and requires a complete risk analysis to determine the appropriate regulatory responses. Dicksonia antarctica, Phlebodium aureum (for New Zealand), and Dryopteris erythrosora (for the USA) posed a medium risk of invasion due to the lack of evidence of impacts, and a complete risk analysis is thus deemed less crucial for these species in these countries. For other species, suitable environments were not predicted in the countries where they are traded, thus the risk of invasion is low, and a complete risk analysis is not required. For species in countries where suitable environments are predicted but no trade information or presence data are available, risk assessments are recommended to better determine the risk posed. Despite the relatively limited potential global distribution of the studied ferns relative to other major plant invaders (e.g., Pinus spp. and Acacia spp.), their history of invasion, documented impacts in pristine environments, and high propagule pressure from trade warrants concern, possibly necessitating legislative and regulatory measures in environmentally suitable regions.

Pang, S. E. H., J. W. F. Slik, D. Zurell, and E. L. Webb. 2023. The clustering of spatially associated species unravels patterns in tropical tree species distributions. Ecosphere 14. https://doi.org/10.1002/ecs2.4589

Complex distribution data can be summarized by grouping species with similar or overlapping distributions to unravel spatial patterns and separate trends (e.g., of habitat loss) among spatially unique groups. However, such classifications are often heuristic, lacking the transparency, objectivity, and data‐driven rigor of quantitative methods, which limits their interpretability and utility. Here, we develop and illustrate the clustering of spatially associated species, a methodological framework aimed at statistically classifying species using explicit measures of interspecific spatial association. We investigate several association indices and clustering algorithms and show how these methodological choices drive substantial variations in clustering outcomes and performance. To facilitate robust decision‐making, we provide guidance on choosing methods appropriate to one's study objective(s). As a case study, we apply our framework to modeled tree distributions in Borneo and subsequently evaluate the impact of land‐cover change on separate species groupings. Based on the modeled distribution of 390 tree species prior to anthropogenic land‐cover changes, we identified 11 distinct clusters that unraveled ecologically meaningful patterns in Bornean tree distributions. These clusters then enabled us to quantify trends of habitat loss tied to each of those specific clusters, allowing us to discern particularly vulnerable species clusters and their distributions. This study demonstrates the advantages of adopting quantitatively derived clusters of spatially associated species and elucidates the potential of resultant clusters as a spatially explicit framework for investigating distribution‐related questions in ecology, biogeography, and conservation. By adopting our methodological framework and publicly available codes, practitioners can leverage the ever‐growing abundance of distribution data to better understand complex spatial patterns among species distributions and the disparate effects of global changes on biodiversity.

Reichgelt, T., A. Baumgartner, R. Feng, and D. A. Willard. 2023. Poleward amplification, seasonal rainfall and forest heterogeneity in the Miocene of the eastern USA. Global and Planetary Change 222: 104073. https://doi.org/10.1016/j.gloplacha.2023.104073

Paleoclimate reconstructions can provide a window into the environmental conditions in Earth history when atmospheric carbon dioxide concentrations were higher than today. In the eastern USA, paleoclimate reconstructions are sparse, because terrestrial sedimentary deposits are rare. Despite this, the eastern USA has the largest population and population density in North America, and understanding the effects of current and future climate change is of vital importance. Here, we provide terrestrial paleoclimate reconstructions of the eastern USA from Miocene fossil floras. Additionally, we compare proxy paleoclimate reconstructions from the warmest period in the Miocene, the Miocene Climatic Optimum (MCO), to those of an MCO Earth System Model. Reconstructed Miocene temperatures and precipitation north of 35°N are higher than modern. In contrast, south of 35°N, temperatures and precipitation are similar to today, suggesting a poleward amplification effect in eastern North America. Reconstructed Miocene rainfall seasonality was predominantly higher than modern, regardless of latitude, indicating greater variability in intra-annual moisture transport. Reconstructed climates are almost uniformly in the temperate seasonal forest biome, but heterogeneity of specific forest types is evident. Reconstructed Miocene terrestrial temperatures from the eastern USA are lower than modeled temperatures and coeval Atlantic sea surface temperatures. However, reconstructed rainfall is consistent with modeled rainfall. Our results show that during the Miocene, climate was most different from modern in the northeastern states, and may suggest a drastic reduction in the meridional temperature gradient along the North American east coast compared to today.

Campbell, L. C. E., E. T. Kiers, and G. Chomicki. 2022. The evolution of plant cultivation by ants. Trends in Plant Science. https://doi.org/10.1016/j.tplants.2022.09.005

Outside humans, true agriculture was previously thought to be restricted to social insects farming fungus. However, obligate farming of plants by ants was recently discovered in Fiji, prompting a re-examination of plant cultivation by ants. Here, we generate a database of plant cultivation by ants, identify three main types, and show that these interactions evolved primarily for shelter rather than food. We find that plant cultivation evolved at least 65 times independently for crops (~200 plant species), and 15 times in farmer lineages (~37 ant taxa) in the Neotropics and Asia/Australasia. Because of their high evolutionary replication, and variation in partner dependence, these systems are powerful models to unveil the steps in the evolution and ecology of insect agriculture.