Science Enabled by Specimen Data

Köhler, M., M. Romeiro‐Brito, and M. Telhe. 2024. The Cerrado through cacti. Journal of Biogeography.

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.

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.

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.

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.

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.

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.

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.

Soto-Trejo, F., F. Robles, R. Lira, L. A. Sánchez-González, E. Ortiz, and P. Dávila. 2024. The evolution of paleo- and neo-endemic species of Cactaceae in the isolated Valley of Tehuacán-Cuicatlán, Mexico. Plant Ecology and Evolution 157: 42–54.

Background and aims – Endemism may be defined according to the time of origin of taxa. Neo-endemics refer to relatively recent species that have not dispersed outside their ancestral areas. In contrast, paleo-endemics refer to species of ancient origins, which are currently geographically restricted but probably were more widespread in the past. Geographically, endemism areas may also be based on the co-occurrence of more than one species. We aimed to qualitatively identify the neo-endemism and paleo-endemism of endemic Cactaceae of the Tehuacán-Cuicatlán Valley, as well as to quantitatively assess paleo- and neo-endemics areas. Material and methods – Using a dated molecular phylogeny of endemic Cactaceae, we defined paleo- and neo-endemics using an arbitrary boundary of 2.6 million years ago; we also assessed the significance of concentrations of these species using a categorical analysis of paleo- and neo-endemism. Key results – Our results showed that most endemic Cactaceae in the Tehuacán-Cuicatlán Valley arose throughout the Pleistocene, while categorical analysis indicated localised mixed- and super-endemism (including both paleo- and neo-endemics) areas. Conclusion – We suggest that paleo- and neo-endemics, as well as localised mixed-endemism areas, may have originated due to a probable high climatic stability in the Tehuacán-Cuicatlán Valley, which in addition to topographically rugged and ecologically complex zones (e.g. ecotones, isolated habitat patches) may have allowed it to function as a refuge throughout Pleistocene climatic changes, mainly promoting the speciation of neo-endemics, as well as the persistence of relatively few paleo-endemics.

Rautela, K., A. Kumar, S. K. Rana, A. Jugran, and I. D. Bhatt. 2024. Distribution, Chemical Constituents and Biological Properties of Genus Malaxis. Chemistry & Biodiversity.

The genus Malaxis (family Orchidaceae), comprises nearly 183 species available across the globe. The plants of this genus have long been employed in traditional medical practices because of their numerous biological properties, like the treatment of infertility, hemostasis, burning sensation, bleeding diathesis, fever, diarrhea, dysentery, febrifuge, tuberculosis, etc. Various reports highlight their phytochemical composition and biological activities. However, there is a lack of systematic review on the distribution, phytochemistry, and biological properties of this genus. Hence, this study aims to conduct a thorough and critical review of Malaxis species, covering data published from 1965 to 2022 with nearly 90 articles. Also, it examines different bioactive compounds, their chemistry, and pharmacotherapeutics as well as their traditional uses. A total of 191 unique compounds, including the oil constituents were recorded from Malaxis species. The highest active ingredients were obtained from Malaxis acuminata (103) followed by Malaxis muscifera (50) and Malaxis rheedei (33). In conclusion, this review offers an overview of the current state of knowledge on Malaxis species and highlights prospects for future research projects on them. Additionally, it recommends the promotion of domestication studies for rare medicinal orchids like Malaxis and the prompt implementation of conservation measures.

Rodríguez-Merino, A. 2023. Identifying and Managing Areas under Threat in the Iberian Peninsula: An Invasion Risk Atlas for Non-Native Aquatic Plant Species as a Potential Tool. Plants 12: 3069.

Predicting the likelihood that non-native species will be introduced into new areas remains one of conservation’s greatest challenges and, consequently, it is necessary to adopt adequate management measures to mitigate the effects of future biological invasions. At present, not much information is available on the areas in which non-native aquatic plant species could establish themselves in the Iberian Peninsula. Species distribution models were used to predict the potential invasion risk of (1) non-native aquatic plant species already established in the peninsula (32 species) and (2) those with the potential to invade the peninsula (40 species). The results revealed that the Iberian Peninsula contains a number of areas capable of hosting non-native aquatic plant species. Areas under anthropogenic pressure are at the greatest risk of invasion, and the variable most related to invasion risk is temperature. The results of this work were used to create the Invasion Risk Atlas for Alien Aquatic Plants in the Iberian Peninsula, a novel online resource that provides information about the potential distribution of non-native aquatic plant species. The atlas and this article are intended to serve as reference tools for the development of public policies, management regimes, and control strategies aimed at the prevention, mitigation, and eradication of non-native aquatic plant species.

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.

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.

Calvente, A., A. P. Alves da Silva, D. Edler, F. A. Carvalho, M. R. Fantinati, A. Zizka, and A. Antonelli. 2023. Spiny but photogenic: amateur sightings complement herbarium specimens to reveal the bioregions of cacti. American Journal of Botany.

Premise: Cacti are characteristic elements of the Neotropical flora and of major interest for biogeographic, evolutionary, and ecological studies. Here we test global biogeographic boundaries for Neotropical Cactaceae using specimen‐based occurrences coupled with data from visual observations, as a means to tackle the known collection biases in the family.MethodsSpecies richness and record density were assessed for preserved specimens and human observations and a bioregional scheme tailored to Cactaceae was produced using the interactive web application Infomap Bioregions based on data from 261,272 point records cleaned through automated and manual steps.Key ResultsWe find that areas in Mexico and southwestern USA, Eastern Brazil and along the Andean region have the greatest density of records and the highest species richness. Human observations complement information from preserved specimens substantially, especially along the Andes. We propose 24 cacti bioregions, among which the most species‐rich are: northern Mexico/southwestern USA, central Mexico, southern central Mexico, Central America, Mexican Pacific coast, central and southern Andes, northwestern Mexico/extreme southwestern USA, southwestern Bolivia, northeastern Brazil, Mexico/Baja California.ConclusionsThe bioregionalization proposed shows biogeographical boundaries specific to cacti, and can thereby aid further evolutionary, biogeographic, and ecological studies by providing a validated framework for further analyses. This classification builds upon, and is distinctive from, other expert‐derived regionalization schemes for other taxa. Our results showcase how observation data, including citizen‐science records, can complement traditional specimen‐based data for biogeographic research, particularly for taxa with specific specimen collection and preservation challenges and those that are threatened or internationally protected.This article is protected by copyright. All rights reserved.