Science Enabled by Specimen Data

Sanches, M. M., I. R. Guesdon, L. P. da Silva, M. R. Pace, and R. M. S. A. Meira. 2024. Morphoanatomy and evolution of the bracteole and sepal glands of the Amazonian genus Lophanthera A. Juss. (Galphimioid clade). Botanical Journal of the Linnean Society. https://doi.org/10.1093/botlinnean/boae042

Abstract The presence of diverse secretory structures is emblematic of Malpighiaceae, such as the presence of nectaries secreting sugary nectar and elaiophores secreting oil-resin. Recent studies have demonstrated the morphoanatomical and chemical similarities between these two glands but, in general, there are no comparative morphoanatomical analysis on inflorescence glands. The Galphimioid clade is an excellent model for studies on the presence of secretory tissue due to the variation found among genera with regards to both their bracteole and sepal glands. In this work, we describe the morphoanatomy and histochemistry of bracteole and sepal glands in species of Lophanthera. Furthermore, we update the species geographic distribution map and explore the morphological diversity of both sepal and bracteole glands in the Neotropical Galphimioid clade. Samples collected in the field and obtained from herbarium specimens were processed under usual anatomical techniques. The bracteole glands varied in surface shape, while the calyx glands varied mainly in size. Anatomically, both types of gland have palisade secretory epidermis and vascularized secretory parenchyma. The presence of proteins, polysaccharides, phenolic compounds, and reducing sugar was detected by histochemical tests. The bracteole glands of the inflorescences in Lophanthera were characterized as nectaries that produce a hydrophilic secretion. The sepal glands were identified as elaiophores by the presence of lipids and fixed oil. The results reinforce the functional role of floral nectaries of bracteoles and elaiophores of sepals according to the nature of the secretion, its potential visitors, and reported literature. The morphofunctional diversity reported in this work is unprecedented for the clade and is fundamental in the adaptive evolution of the family.

Fallon, B., and J. Cavender‐Bares. 2018. Leaf‐level trade‐offs between drought avoidance and desiccation recovery drive elevation stratification in arid oaks. Ecosphere 9. https://doi.org/10.1002/ecs2.2149

Understanding the extent to which climate limitations drive elevation stratification among species is integral to predicting the impacts of climate change. Zonation patterns of species within mountains have been well documented, and shifts in these patterns have been correlated with recent warming. However, the physiological mechanisms that explain these zonation patterns are not well understood. We used a system of broadly sympatric oak species within semi‐arid mountains to (1) investigate the extent to which species elevation ranges correlate with climate, (2) test for associations of cold and drought resistances with upper and lower elevation limits, and for trade‐offs between resistance mechanisms with elevation, and (3) examine the extent to which species‐wide climatic ranges predict traits that drive local community assembly along an elevation gradient. We found that aridity gradients but not winter minimum temperatures predict oak stratification. Species differed in drought resistance, demonstrating a trade‐off between drought avoidance and drought recovery. At lower elevations, species avoided drought stress during the dry season through leaf abscission; at upper elevations, they maintained transpiration but recovered from daily desiccation via higher leaf water storage capacity, rather than tolerating desiccation via lower turgor loss points. Freezing resistance, measured as stem electrolyte leakage, was not correlated with elevation differences. Taken together, these results indicate that elevation stratification is linked to drought resistance rather than freezing resistance. We also found evidence of niche partitioning among closely related oaks linked to contrasting leaf phenology. The functional, phenological, and physiological traits important for elevation stratification were correlated with species’ range‐wide mean annual precipitation and precipitation seasonality, but not aridity. Our findings indicate that drought resistance along a leaf avoidance–recovery trade‐off is integral to species stratification within this semi‐arid montane system. Additionally, the mechanism of stratification acts upon traits and strategies conserved at the species level. Species within this system are likely vulnerable to range retraction under increased drought as a consequence of this phenological avoidance–physiological tolerance trade‐off.

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.

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.

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.

Köhler, M., M. Romeiro‐Brito, and M. Telhe. 2024. The Cerrado through cacti. Journal of Biogeography. https://doi.org/10.1111/jbi.14846

Cerrado is a large and heterogeneous ecoregion in the Neotropics marked by the fire‐prone savanna vegetation, to which succulent lineages are usually not associated due to this adverse condition. However, recent studies have highlighted the importance of Cerrado as an ancestral range for the origin, dispersal and in situ diversification of remarkable lineages of South American cacti. In this perspective, we explore the implications of these occurrences in the Cerrado, shedding light on a frequently overlooked aspect of this ecoregion—the role of scattered rocky outcrop habitats acting as micro‐refuges for fire‐sensitive lineages. We show that most cacti occurrences are associated with patches of rock outcrops across the Cerrado. In contrast, when terricolous, a few disparate and not closely related species can develop underground structures or present a specialized habit that facilitates their presence as a putative response to fire—reinforcing the evolutionary lability of fire adaptation in Cerrado lineages. Despite some notable endemisms, several occurrences are from species with core distributions in adjacent ecoregions (e.g. Caatinga and Chaco), demonstrating the permeability of Cerrado, which can act concomitantly as a biogeographical barrier (especially due to its fire‐prone habitats) and as a corridor for biota interchange. Finally, we stress that Cerrado heterogeneity, often leading to different circumscriptions, is a relevant issue when studying and characterizing Neotropical biota, which must be further explored and considered to assess the evolutionary assembly of the biomes involved.

Dantas, V. L., L. C. S. Oliveira, C. R. Marcati, and J. Sonsin‐Oliveira. 2024. Coordination of bark and wood traits underlies forest‐to‐savanna evolutionary transitions. Journal of Biogeography. https://doi.org/10.1111/jbi.14850

Aim To test the hypothesis that adaptive shifts leading to the assembly of tropical savannas involved coordination between bark and wood traits and to understand the underlying mechanisms.LocationTropical South America.TaxonAngiosperms (woody).MethodsWe compiled data on three bark traits (total, inner and outer relative bark thickness), wood density, maximum height, five secondary xylem traits and on species' habitat information (light environment, climate, soil and fire history) for Neotropical savanna, forest and generalist species (biome groups). We tested for pairwise and multivariate associations among traits across species and if biome group and habitat conditions explained species positions along the resulting strategy axes.ResultsTraits covaried along four different axes. The first axis was consistent with a trade‐off between fire (thick barks) and shade tolerance (low bark to diameter ratio, high vessel density) and contributed to differentiate the three biome groups according to the preference for shaded environments. Forest species also differed from savanna and generalist species in a separate axis by being more resource acquisitive. Maximum height and wood density did not strongly trade‐off with bark thickness, although maximum height was negatively covaried with relative outer bark thickness. Preference for shaded conditions was the main driver of variation in the two principal strategy axes, but temperature, fire and soil sand content also explained differences in plant stature between savanna and generalist species.Main ConclusionsAllocation to bark is constrained by trade‐offs with wood, opposing shade‐tolerant and acquisitive forest species to fire‐resistant and conservative savanna species. Rather than a single strategy axis, three axes are necessary to understand the functional differences among savanna, forest and generalist species. Because two of these axes are controlled by light availability, the associated traits tend to covary in space and time, but not across species.

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.

Ferreira, G. E., J. L. Clark, L. Clavijo, A. Zuluaga, A. Chautems, M. J. G. Hopkins, A. O. Araujo, and M. Perret. 2024. Phylogenetics, character evolution, and historical biogeography of the Neotropical genus Besleria (Gesneriaceae). Botanical Journal of the Linnean Society. https://doi.org/10.1093/botlinnean/boae007

Besleria, a genus of perennial herbs, shrubs, or small trees growing in the understorey of rainforests, is one of the largest genera of neotropical Gesneriaceae, with over 165 species. Despite the ecological importance and ubiquity of Besleria in rainforest ecosystems, taxonomic and evolutionary studies of Besleria are limited. Here, we generated a phylogenetic analysis of Besleria using four nuclear and chloroplast DNA regions (ITS, matK, rps16, and trnL-trnF) covering more than 50% of the recognized species, along with two secondary calibration points to infer divergence times. Our results support the monophyly of Besleria and allowed us to revise the infrageneric classification and biogeographical history of the genus. We identified five major clades that do not correspond to sections or subsections in previous classifications. These clades are well circumscribed geographically but remain difficult to characterize using previously hypothesized morphological characters. Biogeographical reconstructions indicate an origin in the northern Andes during the Middle Miocene (ca. 15 Mya). The current distribution patterns of this plant group have been significantly shaped by geological and climatic events, particularly Andean uplift and the formation of the Panama Isthmus.