Science Enabled by Specimen Data

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.

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.

Louw, G. J., L. J. Potgieter, and D. M. Richardson. 2024. Myoporum (Scrophulariaceae): Introduction, naturalization, and invasion of an enigmatic tree genus in South Africa. South African Journal of Botany 168: 529–541. https://doi.org/10.1016/j.sajb.2024.03.022

Myoporum is a genus of trees and shrubs native to the Northern Hemisphere that has been introduced to many parts of the world, mainly for ornamental purposes. We assessed the introduction history, distribution, and extent of naturalization/invasion for Myoporum species in South Africa.Information was collated to determine key events associated with the introduction, establishment, and naturalization of Myoporum in South Africa. Data were collated to determine the current distribution of the genus in South Africa. Twenty sites in the Western Cape were sampled to determine correlates of naturalization. Myoporum was first recorded in South Africa in 1934. Three species were confirmed to be present in South Africa: M. insulare, M. laetum and M. montanum (37 %, 25 % and 24 % of all iNaturalist records respectively). Most records are from the Western Cape (91 %) and small parts of the Eastern Cape; isolated populations occur in Gauteng and the Northern Cape. We could not confirm the presence M. petiolatum, M. tenuifolium or M. tetrandrum. Field surveys revealed widespread naturalization of M. insulare (46 % of all Research Grade observations in iNaturalist); this species was categorized code D1 in the introduction-naturalization-invasion continuum. Myoporum laetum (C3) and M. montanum (C2) are also widely naturalized but over smaller areas. Naturalized populations comprised predominantly juvenile M. insulare plants occurring in highly disturbed (transformed) habitats. Formal risk analyses for all Myoporum species in South Africa are needed as the basis for re-evaluation of their status in national legislation.

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.

Vanderhoorn, J. M. M., J. M. Wilmshurst, S. J. Richardson, T. R. Etherington, and G. L. W. Perry. 2024. Revealing the palaeoecology of silent taxa: selecting proxy species from associations in modern vegetation data. Journal of Biogeography. https://doi.org/10.1111/jbi.14826

Aim Species severely under‐represented in fossil pollen records leave gaps in interpretations and reconstructions of past vegetation. These ‘silent taxa’ leave little or no trace due to low pollen production, dispersal, preservation and taxonomic resolution. An approach for including them is through associating them with other species with reliable pollen representation. Here, we demonstrate a method for selecting such a proxy species for the Holocene using modern vegetation data.LocationNew Zealand.TaxonBeilschmiedia tawa (A.Cunn.) Benth. & Hook. F. ex Kirk (Lauraceae).MethodsWe used vegetation plot data to perform a pairwise co‐occurrence analysis of the New Zealand indigenous forest metacommunity to identify species with a strong positive association with Beilschmiedia tawa (tawa), a common tree severely under‐recorded in the pollen record. For those species, we then modelled their realised climatic niches to identify species with high niche overlap. We discuss how well those species could be interpreted from the Holocene fossil pollen record based on the representation of their pollen taxa.ResultsKnightia excelsa (rewarewa; Proteaceae) is a potential proxy for B. tawa in Holocene fossil pollen records, and other, range‐limited species may provide community‐specific proxies. We show combining resampling with sub‐sampling is a robust method for reducing the high false positive rate associated with large co‐occurrence analyses (1000+ sites) by limiting the sample size to 100 sites.Main ConclusionsWe show that the palaeoecology of silent taxa can be studied via proxy species, allowing their past distributions to be better understood. We highlight the importance of modelling many aspects of the realised niche to understand the usefulness and limitations of the silent–proxy association. Future research should focus on testing the underlying assumptions of the silent–proxy relationship so that models built on modern data can confidently be applied to palaeoecological data.

Richard-Bollans, A., C. Aitken, A. Antonelli, C. Bitencourt, D. Goyder, E. Lucas, I. Ondo, et al. 2023. Machine learning enhances prediction of plants as potential sources of antimalarials. Frontiers in Plant Science 14. https://doi.org/10.3389/fpls.2023.1173328

Plants are a rich source of bioactive compounds and a number of plant-derived antiplasmodial compounds have been developed into pharmaceutical drugs for the prevention and treatment of malaria, a major public health challenge. However, identifying plants with antiplasmodial potential can be time-consuming and costly. One approach for selecting plants to investigate is based on ethnobotanical knowledge which, though having provided some major successes, is restricted to a relatively small group of plant species. Machine learning, incorporating ethnobotanical and plant trait data, provides a promising approach to improve the identification of antiplasmodial plants and accelerate the search for new plant-derived antiplasmodial compounds. In this paper we present a novel dataset on antiplasmodial activity for three flowering plant families – Apocynaceae, Loganiaceae and Rubiaceae (together comprising c. 21,100 species) – and demonstrate the ability of machine learning algorithms to predict the antiplasmodial potential of plant species. We evaluate the predictive capability of a variety of algorithms – Support Vector Machines, Logistic Regression, Gradient Boosted Trees and Bayesian Neural Networks – and compare these to two ethnobotanical selection approaches – based on usage as an antimalarial and general usage as a medicine. We evaluate the approaches using the given data and when the given samples are reweighted to correct for sampling biases. In both evaluation settings each of the machine learning models have a higher precision than the ethnobotanical approaches. In the bias-corrected scenario, the Support Vector classifier performs best – attaining a mean precision of 0.67 compared to the best performing ethnobotanical approach with a mean precision of 0.46. We also use the bias correction method and the Support Vector classifier to estimate the potential of plants to provide novel antiplasmodial compounds. We estimate that 7677 species in Apocynaceae, Loganiaceae and Rubiaceae warrant further investigation and that at least 1300 active antiplasmodial species are highly unlikely to be investigated by conventional approaches. While traditional and Indigenous knowledge remains vital to our understanding of people-plant relationships and an invaluable source of information, these results indicate a vast and relatively untapped source in the search for new plant-derived antiplasmodial compounds.

Robin-Champigneul, F., J. Gravendyck, H. Huang, A. Woutersen, D. Pocknall, N. Meijer, G. Dupont-Nivet, et al. 2023. Northward expansion of the southern-temperate podocarp forest during the Early Eocene Climatic Optimum: Palynological evidence from the NE Tibetan Plateau (China). Review of Palaeobotany and Palynology: 104914. https://doi.org/10.1016/j.revpalbo.2023.104914

The debated vegetation response to climate change can be investigated through palynological fossil records from past extreme climate conditions. In this context, the early Eocene (53.3 to 41.2 million years ago (Ma)) is often referred to as a model for a greenhouse Earth. In the Xining Basin, situated on the North-eastern Tibetan Plateau (NETP), this time interval is represented by an extensive and well-dated sedimentary sequence of evaporites and red mudstones. Here we focus on the palynological record of the Early Eocene Climatic Optimum (EECO; 53.3 to 49.1 Ma) and study the fossil gymnosperm pollen composition in these sediments. In addition, we also investigate the nearest living relatives (NLR) or botanical affinity of these genera and the paleobiogeographic implications of their occurrence in the Eocene of the NETP. To reach our objective, we complemented transmitted light microscopy with laser scanning- and electron microscopy techniques, to produce high-resolution images, and illustrate the morphological variation within fossil and extant gymnosperm pollen. Furthermore, a morphometric analysis was carried out to investigate the infra- and intrageneric variation of these and related taxa. To place the data in context we produced paleobiogeographic maps for Phyllocladidites and for other Podocarpaceae, based on data from a global fossil pollen data base, and compare these with modern records from GBIF. We also assessed the climatic envelope of the NLR. Our analyses confirm the presence of Phyllocladidites (NLR Phyllocladus, Podocarpaceae) and Podocarpidites (NLR Podocarpus, Podocarpaceae) in the EECO deposits in the Xining Basin. In addition, a comparative study based on literature suggests that Parcisporites is likely a younger synonym of Phyllocladidites. Our findings further suggest that the Phyllocladidites specimens are derived from a lineage that was much more diverse than previously thought, and which had a much larger biogeographical distribution during the EECO than at present. Based on the climatic envelope of the NLR, we suggest that the paleoclimatic conditions in the Xining Basin were warmer and more humid during the EECO. We conclude that phylloclade-type conifers typical of the southern-temperate podocarp forests, had a northward geographical expansion during the EECO, followed by extirpation.

Clemente, K. J. E., and M. S. Thomsen. 2023. High temperature frequently increases facilitation between aquatic foundation species: a global meta‐analysis of interaction experiments between angiosperms, seaweeds, and bivalves. Journal of Ecology. https://doi.org/10.1111/1365-2745.14101

Many studies have quantified ecological impacts of individual foundation species (FS). However, emerging data suggest that FS often co‐occur, potentially inhibiting or facilitating one another, thereby causing indirect, cascading effects on surrounding communities. Furthermore, global warming is accelerating, but little is known about how interactions between co‐occurring FS vary with temperature.Shallow aquatic sedimentary systems are often dominated by three types of FS: slower‐growing clonal angiosperms, faster‐growing solitary seaweeds, and shell‐forming filter‐ and deposit‐feeding bivalves. Here, we tested the impacts of one FS on another by analyzing manipulative interaction experiments from 148 papers with a global meta‐analysis.We calculated 1,942 (non‐independent) Hedges’ g effect sizes, from 11,652 extracted values over performance responses, such as abundances, growths or survival of FS, and their associated standard deviations and replication levels. Standard aggregation procedures generated 511 independent Hedges’ g that was classified into six types of reciprocal impacts between FS.We found that (i) seaweeds had consistent negative impacts on angiosperms across performance responses, organismal sizes, experimental approaches, and ecosystem types; (ii) angiosperms and bivalves generally had positive impacts on each other (e.g., positive effects of angiosperms on bivalves were consistent across organismal sizes and experimental approaches, but angiosperm effect on bivalve growth and bivalve effect on angiosperm abundance were not significant); (iii) bivalves positively affected seaweeds (particularly on growth responses); (iv) there were generally no net effects of seaweeds on bivalves (except for positive effect on growth) or angiosperms on seaweeds (except for positive effect on ‘other processes’); and (v) bivalve interactions with other FS were typically more positive at higher temperatures, but angiosperm‐seaweed interactions were not moderated by temperature.Synthesis: Despite variations in experimental and spatiotemporal conditions, the stronger positive interactions at higher temperatures suggest that facilitation, particularly involving bivalves, may become more important in a future warmer world. Importantly, addressing research gaps, such as the scarcity of FS interaction experiments from tropical and freshwater systems and for less studied species, as well as testing for density‐dependent effects, could better inform aquatic ecosystem conservation and restoration efforts and broaden our knowledge of FS interactions in the Anthropocene.

Watts, J. L., and J. E. Watkins. 2022. New Zealand Fern Distributions from the Last Glacial Maximum to 2070: A Dynamic Tale of Migration and Community Turnover. American Fern Journal 112. https://doi.org/10.1640/0002-8444-112.4.354

The coming decades are predicated to bring widespread shifts in local, regional, and global climatic patterns. Currently there is limited understanding of how ferns will respond to these changes and few studies have attempted to model shifts in fern distribution in response to climate change. In this paper, we present a series of these models using the country of New Zealand as our study system. Ferns are notably abundant in New Zealand and play important ecological roles in early succession, canopy biology, and understory dynamics. Here we describe how fern distributions have changed since the Last Glacial Maximum to the present and predict how they will change with anthropogenic climate change – assuming no measures are taken to reduce carbon emissions. To do this, we used MaxEnt species distribution modelling with publicly available data from gbif.org and worldclim.org to predict the past, present, and future distributions of 107 New Zealand fern species. The present study demonstrates that ferns in New Zealand have and will continue to expand their ranges and migrate southward and upslope. Despite the predicted general increased range size as a result of climate change, our models predict that the majority (52%) of many species' current suitable habitats may be climatically unsuitable in 50 years, including the ecologically important group: tree ferns. Additionally, fern communities are predicted to undergo drastic shifts in composition, which may be detrimental to overall ecosystem functioning in New Zealand.

Reichgelt, T., W. G. Lee, and D. E. Lee. 2022. The extinction of Miocene broad-leaved deciduous Nothofagaceae and loss of seasonal forest biomes in New Zealand. Review of Palaeobotany and Palynology: 104779. https://doi.org/10.1016/j.revpalbo.2022.104779

Quantitative leaf mass per area reconstructions and prevalence of plicate vernation in broad-leaved Nothofagaceae fossils reveal that deciduousness was common in the middle to late Miocene of New Zealand. This functional type was subsequently lost, as modern-day New Zealand Nothofagaceae have small leaves that live for at least a year. Moreover, fully deciduous trees across all plant families are rare in the current New Zealand flora. Based on modern-day distribution in the Southern Hemisphere, broad-leaved deciduous Nothofagaceae occupy regions with consistently large seasonal differences in precipitation and cloud cover, relative to other functional types in the family (evergreen, small-leaved). Specifically, broad-leaved deciduous Nothofagaceae are in leaf in summer when cloud cover and precipitation are low, but are leafless in winter when cloud cover and precipitation is high. Notably, the seasonal difference in precipitation and cloud cover are more important in explaining deciduousness in Nothofagaceae than winter temperatures. Therefore, potential summer photosynthetic gains likely determine deciduousness in Nothofagaceae. Miocene palaeoclimate reconstructions reveal that New Zealand broad-leaved deciduous Nothofagaceae also thrived in a climate with larger seasonal precipitation differences than today, in an overall warmer climate. We suggest that deciduous Nothofagaceae in the New Zealand flora went extinct as the global climate cooled and summer photosynthetic gains diminished, as summers became progressively rainier and cloudier, favoring an evergreen habit.