Science Enabled by Specimen Data

Ordoñez, J. C., C. Tovar, B. E. Walker, J. Wheeler, S. Ayala-Ruano, K. Aguirre-Carvajal, S. M. McMahon, and F. Cuesta. 2025. Phenological patterns of tropical mountain forest trees across the neotropics: evidence from herbarium specimens. Proceedings of the Royal Society B: Biological Sciences 292. https://doi.org/10.1098/rspb.2024.2748

The flowering phenology of many tropical mountain forest tree species remains poorly understood, including flowering synchrony and its drivers across neotropical ecosystems. We obtained herbarium records for 427 tree species from a long-term monitoring transect on the northwestern Ecuadorian Andes, sourced from the Global Biodiversity Information Facility and the Herbario Nacional del Ecuador. Using machine learning algorithms, we identified flowering phenophases from digitized specimen labels and applied circular statistics to build phenological calendars across six climatic regions within the neotropics. We found 47 939 herbarium records, of which 14 938 were classified as flowering by Random Forest Models. We constructed phenological calendars for six regions and 86 species with at least 20 flowering records. Phenological patterns varied considerably across regions, among species within regions, and within species across regions. There was limited interannual synchronicity in flowering patterns within regions primarily driven by bimodal species whose flowering peaks coincided with irradiance peaks. The predominantly high variability of phenological patterns among species and within species likely confers adaptative advantages by reducing interspecific competition during reproductive periods and promoting species coexistence in highly diverse regions with little or no seasonality.

Brock, J. M. R., A. M. Bellvé, and B. R. Burns. 2025. Marcescence and prostrate growth in tree ferns are adaptations to cold tolerance. Ecography. https://doi.org/10.1111/ecog.07362

Cold tolerance strategies in plants vary from structural to biochemical permitting many plants to survive and grow on sites that experience freezing conditions intermittently. Although tree ferns occur predominantly across the tropics, they also occur in temperate zones and occasionally in areas that experience sub‐zero temperatures, and how these large ferns survive freezing conditions is unknown. Many temperate tree fern taxa are marcescent – retaining whorls of dead fronds encircling the upper trunk – or develop short or prostrate trunks, possibly to insulate against frost damage to their trunks and growing crowns. We asked the following questions: 1) do global growth patterns and traits of tree ferns respond to freezing conditions associated with latitude and elevation, 2) do growth patterns of tree ferns in New Zealand vary along a temperature‐related gradient, and 3) do marcescent tree fern skirts insulate the growing crown from sub‐zero temperatures? To establish what morphological adaptations permitted the Cyatheales to occur in biomes that experience intermittent sub‐zero temperatures and frost, we 1) reviewed the global distributions of these structural and morphological traits within the tree ferns (Cyatheales); 2) assessed the patterns of tree fern marcescence, and other traits potentially associated with cold tolerance (no trunk, prostrate, short‐trunked) of nine taxa of the Cyatheales along environmental gradients across New Zealand; and 3) conducted a field experiment to assess the thermal insulation properties of tree fern marcescent skirts. We identified significant trends among growth forms, marcescence, and environmental gradients consistent with our hypothesis that these are adaptations to tolerate cold. Our field experiments provide quantitative evidence that marcescent skirts have a strong insulating effect on tree fern trunks. The Cyatheales have evolved several strategies to protect the pith cores of their trunks from extreme cold temperatures in temperate forests allowing them to capture niche space in environments beyond the tropics.

Wu, D., R. I. Milne, H. Yang, Y. Zhang, Y. Wang, S. Jia, J. Li, and K. Mao. 2025. Phylogenomics shed light on the complex evolutionary history of a gymnosperm genus showing East Asian–Tethyan disjunction. Journal of Systematics and Evolution. https://doi.org/10.1111/jse.13151

When and how disjunct distributions of biological taxa arose has long attracted interest in biogeography, yet the East Asian–Tethyan disjunction is understudied. Cupressus (Cupressaceae) shows this disjunction, with 10 species in East Asia and three in the Mediterranean region. Here we used target‐capture sequencing and obtained 1991 single‐copy nuclear genes, plus complete plastomes, to infer the evolutionary history of Cupressus. Our phylogenomic reconstruction resolved four well supported clades in Cupressus, but revealed significant phylogenetic conflicts, with inter‐lineage gene flow, incomplete lineage sorting and gene tree estimation error all making important contributions. The Chengiana clade most likely originated by hybridization between the ancestors of the Himalayan–Hengduan Mountains and subtropical Asia clades, whereas orogenic and climatic changes may have facilitated gene flow within the Himalayan–Hengduan Mountains clade. Molecular dating suggested that the most recent common ancestor of Cupressus appeared in East Asia around the middle Eocene period and then became continuously distributed across Eurasia. The East Asian–Tethyan disjunction arose when the Mediterranean and Himalayan–Hengduan Mountains clades diverged, likely to have been driven by Eocene/Oligocene declines in global temperature, then reinforced by the ecogeographic barrier created by the uplift of the Qinghai–Tibet Plateau. Niche shifts in the common ancestor of the Mediterranean clade, and signatures of selection in genes for drought and salt tolerance, probably indicate adaptation of this clade to local conditions. Overall, our study suggested that in‐depth phylogenomic analyses are powerful tools in deciphering the complex evolutionary history of the origin of East Asian–Tethyan disjunction of organisms, especially gymnosperms.

Streiff, S. J. R., E. O. Ravomanana, M. Rakotoarinivo, M. Pignal, E. P. Pimparé, R. H. J. Erkens, and T. L. P. Couvreur. 2024. High-quality herbarium-label transcription by citizen scientists improves taxonomic and spatial representation of the tropical plant family Annonaceae. Adansonia 46. https://doi.org/10.5252/adansonia2024v46a18

Herbarium specimens provide an important and central resource for biodiversity research. Making these records digitally available to end-users represents numerous challenges, in particular, transcribing metadata associated with specimen labels. In this study, we used the citizen science initiative ‘Les Herbonautes’ and the Récolnat network to transcribe specific data from all herbarium specimen labels stored at the Muséum national d’Histoire naturelle in Paris of the large tropical plant family Annonaceae. We compared this database with publicly available global biodiversity repository data and expert checklists. We investigated spatial and taxonomic advances in data availability at the global and country scales. A total of 20 738 specimens were transcribed over the course of more than two years contributing to and significantly extending the previously available specimen and species data for Annonaceae worldwide. We show that several regions, mainly in Africa and South East Asia not covered by online global datasets, are uniquely available in the P herbarium, probably linked to past history of the museum’s botanical exploration. While acknowledging the challenges faced during the transcription of historic specimens by citizen scientists, this study highlights the positive impact of adding records to global datasets both in space and time. This is illustrative for researchers, collection managers, policy makers as well as funders. These datasets will be valuable for numerous future studies in biodiversity research, including ecology, evolution, conservation and climate change science.

Kessous, I. M., H. Farooq, W. Testo, M. F. T. Jiménez, B. Neves, A. R. Pinto, F. Salgueiro, et al. 2024. New insights into the classification, diversification, and evolutionary dynamics of bromeliads. Botanical Journal of the Linnean Society. https://doi.org/10.1093/botlinnean/boae074

Abstract The Neotropics have been host to a myriad of geological and climatic events that have shaped the biodiversity present in the region. Bromeliaceae forms one of the most prominent components of the Neotropical flora, being considered the largest group nearly exclusive to the Americas, with almost 4000 species divided into eight subfamilies. Here, we utilize a new time-calibrated molecular phylogeny including 1268 bromeliad taxa and integrate habitat and morphological data to answer the following questions: (i) Are bromeliad subfamilies monophyletic, and did Neogene and Quaternary events in South America coincide with their divergence? (ii) Did naked seeds of berry-fruited species, epiphytic growth, and climatic factors increase bromeliad diversification? Our analysis reconstructed a new topology concerning some recently diverged lineages, with the genus Bromelia emerging as the sister group of a clade including all remaining Bromelioideae lineages + Puyoideae. Miocene events possibly triggered the diversification of bromeliads after a long period of stasis during the Palaeogene. We hypothesize that the morphological shift between Bromelia and Bromelioideae (except Bromelia) is related to the colonization of a new high-elevation environment by Puyoideae in the Andes. Additionally, our results show that naked seeds and the epiphytic growth form positively influence diversification rate, while precipitation, temperature, and elevation have a negative influence. We emphasize the importance of considering a variety of morphological and ecological features to enhance our understanding of bromeliad evolution.

Bradshaw, C. D., D. L. Hemming, T. Mona, W. Thurston, M. K. Seier, D. P. Hodson, J. W. Smith, et al. 2024. Transmission pathways for the stem rust pathogen into Central and East Asia and the role of the alternate host, barberry. Environmental Research Letters 19: 114097. https://doi.org/10.1088/1748-9326/ad7ee3

Abstract After many decades of effective control of stem rust caused by the Puccinia graminis f.sp. tritici, (hereafter Pgt) the reported emergence of race TTKSK/Ug99 of Pgt in Uganda reignited concerns about epidemics worldwide because ∼90% of world wheat cultivars had no resistance to the new race. Since it was initially detected in Uganda in 1998, Ug99 variants have now been identified in thirteen countries in Africa and the Middle East. Stem rust has been a major problem in the past, and concern is increasing about the risk of return to Central and East Asia. Whilst control programs in North America and Europe relied on the use of resistant cultivars in combination with eradication of barberry (Berberis spp.), the alternate host required for the stem rust pathogen to complete its full lifecycle, the focus in East Asia was principally on the use of resistant wheat cultivars. Here, we investigate potential airborne transmission pathways for stem rust outbreaks in the Middle East to reach East Asia using an integrated modelling framework combining estimates of fungal spore deposition from an atmospheric dispersion model, environmental suitability for spore germination, and crop calendar information. We consider the role of mountain ranges in restricting transmission pathways, and we incorporate a representation of a generic barberry species into the lifecycle. We find viable transmission pathways to East Asia from the Middle East to the north via Central Asia and to the south via South Asia and that an initial infection in the Middle East could persist in East Asia for up to three years due to the presence of the alternate host. Our results indicate the need for further assessment of barberry species distributions in East Asia and appropriate methods for targeted surveillance and mitigation strategies should stem rust incidence increase in the Middle East region.

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.

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.

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.