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Taxonomic delimitations are challenging because of the convergent and variable nature of phenotypic traits. This is evident in species-rich lineages, where the ancestral and derived states and their gains and losses are difficult to assess. Phylogenetic comparative methods help to evaluate the convergent evolution of a given morphological character, thus enabling the discovery of traits useful for classifications. In this study, we investigate the evolution of selected traits to test for their suitability for generic delimitations in the clade Lepanthes, one of the Neotropical species-richest groups. We evaluated every generic name proposed in the Lepanthes clade producing densely sampled phylogenies with Maximum Parsimony, Maximum Likelihood, and Bayesian approaches. Using Ancestral State Reconstructions, we then assessed 18 phenotypic characters that have been traditionally employed to diagnose genera. We propose the recognition of 14 genera based on solid morphological delimitations. Among the characters assessed, we identified 16 plesiomorphies, 12 homoplastic characters, and seven synapomorphies, the latter of which are reproductive features mostly related to the pollination by pseudocopulation and possibly correlated with rapid diversifications in Lepanthes. Furthermore, the ancestral states of some reproductive characters suggest that these traits are associated with pollination mechanisms alike promoting homoplasy. Our methodological approach enables the discovery of useful traits for generic delimitations in the Lepanthes clade and offers various other testable hypotheses on trait evolution for future research on Pleurothallidinae orchids because the phenotypic variation of some characters evaluated here also occurs in other diverse genera.

Premise of the Study: Tribe Miliuseae (∼25 genera and ∼510 species) includes a substantial part of the species and generic diversity in the pantropical flowering-plant family Annonaceae (∼108 genera and ∼2400 species). Previous molecular phylogenetic analyses have failed to resolve the backbone phylogeny of the tribe, impeding biogeographical and evolutionary studies. We use a dense generic taxon sample (∼89% of generic diversity in Miliuseae) and plastid DNA sequence data (∼7 kb) to clarify the phylogenetic relationships of and within the tribe., Methods: Parsimony and Bayesian phylogenetic reconstructions and ancestral character-state reconstructions of several reproductive characters were performed., Key Results: Dendrokingstoniae, Monocarpieae, and Miliuseae are recovered in a strongly supported clade, and each tribe is strongly supported as monophyletic. Miliuseae are characterized by a synapomorphic cryptoaperturate/disulculate pollen apertural system. Stenanona is shown to be nested within the paraphyletic genus Desmopsis. The only Neotropical clade (Sapranthus, Tridimeris, Desmopsis, and Stenanona) in the predominantly Asian Miliuseae is shown to be closely related to an undescribed genus from continental Southeast Asia and the Indo-Malayan and Austral-Pacific genus Meiogyne. Ancestral character-state reconstructions of several reproductive characters that are diagnostically important at the generic level indicate a considerable degree of homoplasy., Conclusions: The results improve our understanding of the relationships of and within Miliuseae, but parts of the backbone of the phylogeny remain poorly supported. Additional data from variable nuclear markers or reduced-genome-representation approaches seem to be required to further resolve relationships within this recalcitrant clade.

Premise of the Study: It is well known that mutualistic bacteria can provide substantial benefits to their host plants. However, 'how,' 'why,' and the possible applications of such an interaction are only second to the questions 'who is involved?', and 'where does it occur?'. In the coffee family (Rubiaceae), certain species closely interact with endophytic leaf bacteria that are freely distributed among the mesophyll cells. This type of interaction was recently discovered in South Africa. Our aim is to document the bacterial diversity associated with Rubiaceae ('who') and to establish the geographic range of the interaction ('where')., Methods: Representatives of the Vanguerieae tribe in Rubiaceae were investigated for the presence of endophytes with special emphasis on the distributional range of the plant-bacteria association by collecting specimens from different African regions., Key Results: The interaction is found in five genera and is restricted to three major host lineages. The endophytic bacteria belong to the genus Burkholderia and are part of the plant-associated beneficial and environmental group. Some endophytes are similar to B. caledonica, B. graminis, B. phenoliruptrix or B. phytofirmans, while others are classified in OTUs that show no similarity with any previously described Burkholderia species of bacteria., Conclusions: The association is not obligate from the bacterial point of view and is considered a loose and recent interaction, which is demonstrated by the fact that there is no evidence for coevolution. The geographical distribution of the association is restricted by the distributional range of the host plants covering the whole of sub-Saharan Africa.

The mycoheterotrophic plant family Triuridaceae (Pandanales) is hypothesized to be an old family, mainly based on its pantropical distribution. The existence of fossils from the Upper Cretaceous, assigned to Triuridaceae may form additional support for a great age of the family, although the affinity of these fossils to Triuridaceae is questioned. Although the circumscription of Triuridaceae has never been problematic, probably due to its distinct morphological characters, its systematic relationship has been under debate since the family was described around 1840. The lack of synapomorphies suitable for resolving higher taxonomic relationships is a function of the family's reduced vegetative growth and the highly modified floral structures. Molecular studies have assigned Triuridaceae to Pandanales, but its exact phylogenetic position remains unknown. In the present study the phylogeny of the Pandanales was reconstructed using four molecular markers and the divergence age estimates were obtained with a relaxed molecular clock method. We found that Triuridaceae are monophyletic and most likely descent form the second major split in Pandanales. The relationships between the other Pandanales families (Cyclanthaceae, Pandanaceae, Stemonaceae and Velloziaceae) are otherwise in accordance with earlier studies. Velloziaceae are sister to the rest of the Pandanales, Stemonaceae are most likely sister to a clade consisting of Pandanaceae and Cyclanthaceae, and the latter two families are sister to each other. All currently recognized tribes within Triuridaceae are also monophyletic at current taxon sampling. We estimate that the family has a Cretaceous (or Lower Paleocene) stem age, which is in accordance with earlier predictions. This old age, along with elevated mutation rates indicated by long branch lengths and the family's mycoheterotrophic lifestyle, might account for the substantial morphological differences between Triuridaceae and its closest relatives., (Copyright © 2013 Elsevier Inc. All rights reserved.)

Premise of the Study: The angiosperm family Gentianaceae comprises over 1700 species in 91 genera. Gentianaceae are distributed worldwide, but most species occur in temperate zones. Phylogenetic studies demonstrate that the family consists of six monophyletic tribes. However, the phylogenetic position of the mycoheterotrophic genus Voyria, with a remarkable trans-Atlantic distribution, remained unknown., Methods: We used nuclear ITS and 18S rDNA and mitochondrial apt1 and matR data to infer the phylogenetic position of Voyria in Gentianaceae. In addition, with Bayesian relaxed molecular clock analyses we obtained age estimates for the diversification of Voyria and Gentianaceae in general and used these results to reconstruct the ancestral areas associated with the early diversification events in Gentianaceae., Key Results: Our results demonstrate that Voyria is an early diverging lineage within Gentianaceae with no close relationships to other mycoheterotrophic Gentianaceae lineages. Voyria originated in the neotropics during the Early Eocene but only reached its current transoceanic distribution around the end of the Oligocene. The neotropics were an important area for the early diversification events in Gentianaceae, most of which occurred during the Eocene., Conclusions: Voyria is an old, phylogenetically isolated lineage within Gentianaceae, and the current distribution of the genus is indicative of the ancestral area in which the early diversification events of Gentianaceae occurred. In parallel with many other pantropical families, our results suggest that migration of tropical taxa through Laurasia during the Early Eocene has played an important role in shaping the current global distribution of Gentianaceae.

Burkholderia endophytes were identified within the leaves of non-nodulated members of the genus Psychotria. In contrast to leaf-nodulated Psychotria species, which are known to accommodate their endosymbionts into specialized endosymbiont-housing structures, non-nodulated species lack bacterial leaf nodules and harbor endosymbionts intercellularly between mesophyll cells. Based on molecular data (rps16, trnG, and trnLF), the phylogenetic reconstruction of the host plants revealed a separate origin of leaf-nodulated and non-nodulated Psychotria species. Despite a distinct phylogenetic position of the two host clades, the endophytes of the non-nodulated plants were not placed into a single monophyletic group but were found to be closely related to the leaf-nodulated endosymbionts. The observation of genetically similar endophytes in both nodulated and non-nodulated Psychotria lineages suggests that the host plant is playing a crucial role in the induction of leaf nodule formation. Moreover, the concentration of endosymbionts into specialized leaf nodules may be considered as a more derived evolutionary adaptation of the host plant, serving as an interface structure to facilitate metabolic exchange between plant and endosymbiont., (© 2012 Federation of European Microbiological Societies. Published by Blackwell Publishing Ltd. All rights reserved.)

The majority of achlorophyllous mycoheterotrophic plant species associate with arbuscular mycorrhizal fungi (AMF). Previous studies have shown that some species are highly specialized towards narrow lineages of AMF and have suggested that only particular lineages of these fungi are targeted by mycoheterotrophic plants. To test this hypothesis, we analyzed all available partial SSU sequences of AMF associated with mycoheterotrophic plants including data from 13 additional specimens from French Guiana, Gabon and Australia. Sequences were assigned to 'virtual taxa' (VT) according to the MaarjAM database. We found that 20% of all known Glomeromycota VT are involved in mycoheterotrophic interactions and the majority of associations involve Glomeraceae (Glomus Group A) fungi. While some mycoheterotrophic plant species have been found growing with only a single VT, many species are able to associate with a wide range of AMF. We calculated significant phylogenetic clustering of Glomeromycota VT involved in mycoheterotrophic interactions, suggesting that associations between mycoheterotrophic plants and AMF are influenced by the phylogenetic relationships of the fungi. Our results demonstrate that many lineages of AMF are prone to exploitation by mycoheterotrophic plants. However, mycoheterotrophs from different plant lineages and different geographical regions tend to be dependent on lineages of AMF that are phylogenetically related., (© 2012 Blackwell Publishing Ltd.)

Background: South African plant species of the genera Fadogia, Pavetta and Vangueria (all belonging to Rubiaceae) are known to cause gousiekte (literally 'quick disease'), a fatal cardiotoxicosis of ruminants characterised by acute heart failure four to eight weeks after ingestion. Noteworthy is that all these plants harbour endophytes in their leaves: nodulating bacteria in specialized nodules in Pavetta and non-nodulating bacteria in the intercellular spaces between mesophyll cells in Fadogia and Vangueria., Principal Findings: Isolation and analyses of these endophytes reveal the presence of Burkholderia bacteria in all the plant species implicated in gousiekte. Although the nodulating and non-nodulating bacteria belong to the same genus, they are phylogenetically not closely related and even fall in different bacterial clades. Pavetta harborii and Pavetta schumanniana have their own specific endophyte--Candidatus Burkholderia harborii and Candidatus Burkholderia schumanniana--while the non-nodulating bacteria found in the other gousiekte-inducing plants show high similarity to Burkholderia caledonica. In this group, the bacteria are host specific at population level. Investigation of gousiekte-inducing plants from other African countries resulted in the discovery of the same endophytes. Several other plants of the genera Afrocanthium, Canthium, Keetia, Psydrax, Pygmaeothamnus and Pyrostria were tested and were found to lack bacterial endophytes., Conclusions: The discovery and identification of Burkholderia bacteria in gousiekte-inducing plants open new perspectives and opportunities for research not only into the cause of this economically important disease, but also into the evolution and functional significance of bacterial endosymbiosis in Rubiaceae. Other South African Rubiaceae that grow in the same area as the gousiekte-inducing plants were found to lack bacterial endophytes which suggests a link between bacteria and gousiekte. The same bacteria are consistently found in gousiekte-inducing plants from different regions indicating that these plants will also be toxic to ruminants in other African countries.

Phylogenetic investigations based on molecular and morphological data have improved our understanding of Dipsacales phylogeny dramatically over the past 20 years. The Linnaea clade, however, has mostly been neglected and Zabelia has rarely been included in previous studies. We present the results of a molecular investigation including nine Abelia and five Zabelia species based on nuclear (ITS) and plastid (trnK, matK, atpB-rbcL, trnL-F) sequence data using maximum parsimony, Bayesian inference, and maximum likelihood. Our results indicate that Abelia is paraphyletic and possibly polyphyletic. The genus falls apart into a Mexican clade, corresponding to Abelia section Vesalea, and an Asian clade (excluding A. spathulata), corresponding to Abelia section Abelia. A close relationship between Zabelia and other members of the traditional Linnaea clade is not recovered by our analyses. Instead, Zabelia is associated with either the Morina or the Valeriana clade. Support for a monophyletic Linnaea clade without Zabelia is strong., (Copyright © 2010 Elsevier Inc. All rights reserved.)

Ptaeroxylaceae is an Afro-Malagasy family containing three genera, Bottegoa, Cedrelopsis, and Ptaeroxylon. Although the family is morphologically well delimited, it is currently considered part of the subfamily Spathelioideae in a broadly circumscribed orange family (Rutaceae). The Malagasy Cedrelopsis has traditionally been associated with different families of the order Sapindales and its phylogenetic placement in Rutaceae sensu lato has yet to be tested with molecular data. The present molecular phylogenetic study reaffirms the monophyly of Ptaeroxylaceae and its placement in Spathelioideae. Therefore, molecules and morphology support close affinities between Bottegoa, Cedrelopsis, and Ptaeroxylon and also their current generic circumscriptions. We report a case of an evolutionary change from one-seeded to two-seeded carpels within the Harrisonia-Cneorum-Ptaeroxylaceae clade of Spathelioideae. Finally, the sister-group relationship between the African Bottegoa and the Afro-Malagasy Ptaeroxylon-Cedrelopsis clade suggests an African origin of Cedrelopsis., (Copyright 2010. Published by Elsevier Inc.)

Background and Aims: In Cyperoideae, one of the two subfamilies in Cyperaceae, unresolved homology questions about spikelets remained. This was particularly the case in taxa with distichously organized spikelets and in Cariceae, a tribe with complex compound inflorescences comprising male (co)florescences and deciduous female single-flowered lateral spikelets. Using ontogenetic techniques, a wide range of taxa were investigated, including some controversial ones, in order to find morphological arguments to understand the nature of the spikelet in Cyperoideae. This paper presents a review of both new ontogenetic data and current knowledge, discussing a cyperoid, general, monopodial spikelet model., Methods: Scanning electron microscopy and light microscopy were used to examine spikelets of 106 species from 33 cyperoid genera., Results: Ontogenetic data presented allow a consistent cyperoid spikelet model to be defined. Scanning and light microscopic images in controversial taxa such as Schoenus nigricans, Cariceae and Cypereae are interpreted accordingly., Conclusions: Spikelets in all species studied consist of an indeterminate rachilla, and one to many spirally to distichously arranged glumes, each subtending a flower or empty. Lateral spikelets are subtended by a bract and have a spikelet prophyll. In distichously organized spikelets, combined concaulescence of the flowers and epicaulescence (a newly defined metatopic displacement) of the glumes has caused interpretational controversy in the past. In Cariceae, the male (co)florescences are terminal spikelets. Female single-flowered spikelets are positioned proximally on the rachis. To explain both this and the secondary spikelets in some Cypereae, the existence of an ontogenetic switch determining the development of a primordium into flower, or lateral axis is postulated.

Impatiens comprises more than 1000 species and is one of the largest genera of flowering plants. The genus has a subcosmopolitan distribution, yet most of its evolutionary history is unknown. Diversification analyses, divergence time estimates and historical biogeography, illustrated that the extant species of Impatiens originated in Southwest China and started to diversify in the Early Miocene. Until the Early Pliocene, the net diversification rate within the genus was fairly slow. Since that time, however, approximately 80% of all Impatiens lineages have originated. This period of rapid diversification coincides with the global cooling of the Earth's climate and subsequent glacial oscillations. Without this accelerated diversification rate, Impatiens would only have contained 1/5th of its current number of species, thereby indicating the rapid radiation of the genus.

Background: Myco-heterotrophy evolved independently several times during angiosperm evolution. Although many species of myco-heterotrophic plants are highly endemic and long-distance dispersal seems unlikely, some genera are widely dispersed and have pantropical distributions, often with large disjunctions. Traditionally this has been interpreted as evidence for an old age of these taxa. However, due to their scarcity and highly reduced plastid genomes our understanding about the evolutionary histories of the angiosperm myco-heterotrophic groups is poor., Results: We provide a hypothesis for the diversification of the myco-heterotrophic family Burmanniaceae. Phylogenetic inference, combined with biogeographical analyses, molecular divergence time estimates, and diversification analyses suggest that Burmanniaceae originated in West Gondwana and started to diversify during the Late Cretaceous. Diversification and migration of the species-rich pantropical genera Burmannia and Gymnosiphon display congruent patterns. Diversification began during the Eocene, when global temperatures peaked and tropical forests occurred at low latitudes. Simultaneous migration from the New to the Old World in Burmannia and Gymnosiphon occurred via boreotropical migration routes. Subsequent Oligocene cooling and breakup of boreotropical flora ended New-Old World migration and caused a gradual decrease in diversification rate in Burmanniaceae., Conclusion: Our results indicate that extant diversity and pantropical distribution of myco-heterotrophic Burmanniaceae is the result of diversification and boreotropical migration during the Eocene when tropical rain forest expanded dramatically.

Accurate phylogenetic inference is a topic of intensive research and debate and has been studied in response to many different factors: for example, differences in the method of reconstruction, the shape of the underlying tree, the substitution model, and varying quantities and types of data. Investigating whether the conditions used might lead to inaccurate inference has been attempted through elaborate data exploration but less attention has been given to creating a unified methodology to enable experimental designs in phylogenetic analysis to be improved and so avoid suboptimal conditions. Experimental design has been part of the field of statistics since the seminal work of Fisher in the early 20th century and a large body of literature exists on how to design optimum experiments. Here we investigate the use of the Fisher information matrix to decide between candidate positions for adding a taxon to a fixed topology, and introduce a parameter transformation that permits comparison of these different designs. This extension to Goldman (1998. Proc. R. Soc. Lond. B. 265: 1779-1786) thus allows investigation of "where to add taxa" in a phylogeny. We compare three different measures of the total information for selecting the position to add a taxon to a tree. Our methods are illustrated by investigating the behavior of the three criteria when adding a branch to model trees, and by applying the different criteria to two biological examples: a simplified taxon-sampling problem in the balsaminoid Ericales and the phylogeny of seed plants.

APETALA3 (AP3)/DEFICIENS (DEF) is a MADS-box transcription factor that is involved in establishing the identity of petal and stamen floral organs. The AP3/DEF gene lineage has been extensively examined throughout the angiosperms in order to better understand its role in floral diversity and evolution. As a result, a large number of cloned AP3/DEF orthologues are available, which can be used for the design of taxon specific primers for phylogeny reconstruction of close relatives of the group of interest. Following this reasoning, we investigated the phylogenetic utility of the two AP3/DEF paralogues (ImpDEF1 and ImpDEF2) that were recently identified in the genus Impatiens (Balsaminaceae). K-domain introns 4 and 5 of both AP3/DEF duplicates were amplified and sequenced for 59 Impatiens species. Phylogenetic analyses of the separated and combined ImpDEF1 and ImpDEF2 data sets result in highly congruent topologies with the previously obtained chloroplast atpB-rbcL data set. Combination of chloroplast and nuclear matrices results in a well-supported evolutionary hypothesis of Impatiens. Our results show that introns 4 and 5 in AP3/DEF-like genes are a valuable source of characters for phylogenetic studies at the infrageneric level.

Morphology has been the fundamental and most important source of information in biology. We strongly believe that in the current molecular era of biology, comparative morphology still has an important role to play in understanding life on Earth and ecosystem functioning, bridging the knowledge gap between evolution, systematics, and ecology. [ABSTRACT FROM AUTHOR]

The genus Hydrangea s.l. (Hydrangeaceae), a favorite among gardeners, comprises more than 80 species that are important understory plants in natural temperate and subtropical forests of the Northern Hemisphere. These species are hypervariable in morphology, especially in indumentum and floral characters, warranting a thorough exploration of the complex evolutionary history of morphological characters of the genus. Ideally, this is done within a robust phylogenetic framework with extensive taxon sampling. In this study, we propose a comprehensive taxonomic reassessment of Hydrangea based on a reconstruction of its molecular phylogeny based mainly on the chloroplast genome (plastome) and the most representative taxon sampling reported to date. Phylogenomic reconstruction yielded five well‐resolved major clades and three newly recognized subclades. Inspection of the 28 characters employed in traditional taxonomic revisions revealed homoplasy in many of these traits. Our results show that characters such as growth habit, woody stem type, number of enlarged marginal sepals, style and stamen number, fruit shape, and ovary position are useful for circumscribing infrageneric divisions. Unique synapomorphies are limited. For example, herb and subshrub growth habits are associated with all the species in H. sect. Deinanthe and sect. Cardiandra, respectively. Character state combinations are proposed for distinguishing infrageneric taxa. Based on a robust phylogenetic framework, our findings suggest a complex evolutionary history of Hydrangea morphological characters. Following the criterion of monophyly and considering the morphological consistency and synapomorphy of single and combined characters to diagnose relevant lineages, we update the classification of Hydrangea into 5 subgenera and 19 sections. Our proposed taxonomic scheme, based on a robust phylogenetic framework and in‐depth character study, provides an updated perspective on the infrageneric subdivision of Hydrangea s.l. [ABSTRACT FROM AUTHOR]