ELUDENDAE A OF THE RE-EVALUATION GIBBOSA ARISTIDAE AjRISTIDA II: COMPLEX INCLUDING MARG1NAL1S, (POACEAE: ARISTIDEAE), A. AND SORZOGONENSIS ORIZABENSIS, A. A. and W. Robert Strahan Allred Kelly T. Range Herbarium Science co State University w LasCrulTNe Mexico 88003, U.S.A. trahan@nmsi [email protected] i.edu; rs Z^&bosa.AnsMarnarpnalis.ArisMaori: am ion morphologic, variation .1 ihedbyanuml mta^osa and complex, spee .determine .eeiesoftheA, hrief descripttons, the s F RESUMEN INTRODUCTION growing warmer, some 250-350 worldwide The genus comprises nearly in distribution, in species, Aristida L. Members by one-flowered more environments characterized panicle inflorescence, (Allred 2003). are a arid The by and glumes, usually larger than the florets are characterized three spikelets, relatively large floret. awns, the two awns absent or much reduced in some species, and a sharp pointed callus with a tuft lateral some lemma body drawn an elongated beak below the divergence of hair the base. In cases the out into at is Members such groups awns. The genus has share taxonomically species complexes. of of the of difficult its commonly and geographic distribution (Allred only morphologically overlap in their often differ slightly Longhi-Wagner 1984a, 1984b; 1990). New World complex by The complex one such This characterized the group. fol- Aristida gibbosa is is lemma and lowing two features: floret sulcate, the margins of the slightly overlapping, 2) callus short, 1) mm mm New World and 0.2-0.3 diameter taxa 0.3-0.4 long, the attachment scar circular tiny, in (Fig. 1). names chronological corresponding these features have received the following (in order): to Chaetaria gibbosa Nees In his ample description, Nees noted the regular branching of the (1829): and culms, short lower sheaths exposing the gibbous nodes (whence the specific epithet), folded or rolled Blade margins not thickened, the marginal veins being no wider than those inward, and the blades. are leaf and adaxial surface lacking pilose hairs except the corners of the sheath. Panicles lack pulvini are thus at is name American and was unused in North and Central narrow and South the This species, contracted. a is American works Longhi-Wagner (1990) called attention to the sulcate lem: until 310 Journal of the Botanical Research Institute of Texas 2(1) MO and US and annotated them The name was then an expanded as applied, in at this. f sense, to Meso-American plants by Pohl and Davidse (1994) to include Aristida sorzogon- and A. orizabensis, A. marginalis. ensis, Aristida sorzogonensis Erroneously believing Haenke's specimen Presl (1830): J. to be from Sorsogon on the island of Luzon in the Philippines, Presl applied the specific new specimen epithet sorzogonensis to his species. highly probable that the actually is It came from Central America or Mexico (annotation in 1921 on the type by E.D. Merrill; Henrard The by two both with 1928). type collection represented at least sheets, a single is (of flowering culm: the holotype PR(!) has three mid- to upper blades, but lacks the base at the plant or any basal blades; an apparent isotype PR(!) has a culm with three upper at blades and two mid- to lower blades. Presl described the blades as convolute-setaceous, upon which the upper but the middle and lower blades are (perhaps rolled a bit are, flat band wide drying) in both specimens. Blade margins are noticeably thickened, with a of sclerenchyma the margin; this easily visible even on the upper blades that are rolled. at is A The adaxial surface has prominent pilose hairs upwards from the throat region. close examination of the panicle branches and pedicels reveals small (perhaps young) pulvini in nearly the with the resultant spreading of the axes, a feature not noted axils, slight all ^ name any The has been for this species in previous works. Aristida sorzogonensis largely unknown ignored or by nearly North American botanists, even though Henrard recog- all Sulcate Fig. 1. nized in both his Revision and Monograph of Aristida (Henrard 1929, 1932). Pohl and it Day and over idse (1994) rightly called attention to the priority of sorzogonensis orizabensis attachment circular we marginalis, but believe they misinterpreted the typification in tentatively applying the scar (arrow). name with than sorzogonensis to plants rolled, rather blades. flat, Aristida liebmanii E. Fourn. (1886): Fournier's description came from a collection by Liebmann (whence the specific epithet) and noted the following distinctive features: basal blades are flat and upper (much and glumes than the blades are rolled as in the type of A. sorzogonensis), are longer first He an beak on lemma, the second. did not attention the nearly complete absence of elongated the call to the awns immediately diverging from the apex, but was stressed by Henrard easily observ- this (1927), is An able in the type, and was re- emphasized by Pohl and Davidse (1994). isotype at MO(!) contains three flowering shoots and one basal portion. The margins of the blades are noticeably thickened, and the lower panicle branches are naked the base and somewhat flexuous. Panicles are non-pulvinate. Pohl and Davidse at and with (1994) called attention to similarity A. succedeana Henr., a species of Bolivia Brazil that also its may has sulcate lemmas, blades, and sub-flexuous panicle branches, with the suggestion that the two flat be conspecific. However, because of the scarcity of specimens further analysis and conclusions concerning must more this species await the availability of material. Aristida orizabensis Fourn. (1886): Fournier's description, though short, mentions blades E. flat (rolled upon drying), somewhat unequal glumes, and a narrow lemma that was slightly shorter or longer came than the glumes. Material from "Valle de Orizaba," Veracruz, Mexico (whence the specific epithet), with Fournier citing two specimens, which are considered syntypes. Isosyntypes at NY(!) and US(!) have curling blades with thickened margins and with long pilose hairs on the adaxial surface near the ligule, flat, and Henrard with Vasey and panicles lacking pulvini. (1927) contrasted A. orizabensis A. arizonica A. appressa two excluded from complex lemmas. Vasey, species this that lack sulcate Ekman named Aristida marginalis This species was from material collected along the dry, (1911): woods whence grassy edges of forests or ("in margine silvulae," the specific epithet) in Matto Grosso, south- new The by Ekman. ern Brazil. species very well described In type material (isotypes G!, US!), sheaths is are about half as long as the numerous internodes with gibbous nodes; lower blades are curling, and flat, thick-margined with pilose adaxial surfaces; the panicle obscurely and incompletely pulvinate with is (i.e., poorly developed pulvini in the axils of some branchlets and pedicels); and the lemmas are sulcate with a Strahan and Re-evaluation of the gibbosa complex 311 Alfred, Aristida name subsumed under comparisons Longhi-Wagner using A. of short, circular callus. (1990) this gibbosa, name spikelet features such as beak length and relative glume length. The A. marginalis has been applied to numerous Mexican specimens with curling blades and well-developed pulvini. flat, among and This study investigates the relationships Aristida gibbosa, A. sorzogonensis, A. orizabensis, from herbarium specimens using morphological characters scored A. marginalis multivariate analysis of to assess species boundaries and determine the usefulness of certain traits used to distinguish them. AND METHODS MATERIALS For analysis of taxonomic relationships, specimens identified as Aristida gibbosa, A. sorzogonensis, A. oriz- NMCR, MO, and WIS. abensis, and A. marginalis were obtained from the following herbaria: F, G, US, All lemma them members specimens were examined for a sulcate to distinguish as of the A. gibbosa complex. A OTUs complete examination of specimens yielded 90 (operational taxonomic units) for the analysis, all and The specimens used specimens including type of A. gibbosa, A. sorzogonensis, A. orizabensis, A. marginalis. represented the geographic distribution of the species complex from northern Mexico through Central full A upon Roughly specimens and South America. complete data available request. two-thirds of the set is and received that were identified in herbaria as A. orizabensis were actually A. appressa, not included in this study. In addition to not having a sulcate lemma, A. appressa develops a thicker beak (0.2-0.3 mm), usu- mm) longer lemma (7-16 mm), and longer callus (0.6-1 with a longer, elongated (rather than circular) ally attachment scar. OTU Each was scored 13 characters, seven discrete and six continuous (Table All discrete for 1). and characters were recorded mature vegetative features as present or absent, with without the aid of a for dissecting microscope depending on the nature of the character. All spikelet measurements were taken using an ocular micrometer on dissecting microscope and were obtained from one mature spikelet from each a components specimen. measurements were taken using standard metric Principal analysis Panicle a ruler. (PCA) of the standardized data was conducted using Kovach (2005). AND RESULTS DISCUSSION An PCA OTUs 83% among with of indicated morphological differences of the variability speci- initial all mens components due high occurring along the three (Table This in part to variable- to -variable is first 2). among and correlations various discrete features of leaf blade pubescence, type of blade involution curling, thickness margins, and shape of nodes (Table the high correlations render these features taxonomi- of 3); important. cally Component among OTUs, weak 60.1% mostly accounted of the variability reflecting correlations for I awn Component and of vegetative features. accounted for 14.9% of the variability, correlating variation in II glume and Component correlated with pulvini and panicle length (Table lengths, III 2). OTUs was two components, with between two morpho- Dispersion along the resolution of greatest first groups occurring along component The two groups were distinguished by a combination of logic (Fig. 2). I OTUs Group by and vegetative and spikelet features. corresponding to are characterized leaf blades folded 1 gibbous nodes lacking pilose hairs on the adaxial surface, margins not thickened straight (Fig. (Fig. 4), 3), OTUs awn Group and (Fig. smaller glumes, shorter awns, shorter callus to lengths (Figs. 6-7). clustered in 5), nodes 2 are characterized by contrasting features: curling leaf blades (Fig. terete (Fig. leaf blades flat 8), 9), with thickened margins and prominent pilose hairs on the adaxial surface (Fig. larger glumes, longer 10), and awn The within Group and awns, longer lengths 11-12). type of Aristida gibbosa callus to (Figs. fell 1, the types of Aristida sorzogonensis and A. orizabensis within Group 2. The placement of the type specimen fell some Group of A. marginalis between Groups and 2 a result of having features of (gibbous nodes, 1 is its 1 branching culms) and some features of Group 2 curling blades, adaxial pubescence). (flat members Group had been Because of 2 previously identified as three different species {marginalis, PCA and second both non-pulvinate well including pulvinate panicles, a as as orizabensis, sorzogonensis), Journal of the Botanical Research Institute of Texas 2(1) branched i esstraigh lades curling leaf blad folded lades leafblad es flat ^^ MARGINS PUBESCENCE urfacegla Snider PULVINI length (cm) le (mm) 2 length - ^;:;:zss LATAWNL «„, Table Factoi loadings for the three components of the nt analysis of OTUs. Loadings less that 2. first all p ±0.250 have )een replaced by zero. t Components Component Component 2 1 *:?> PCA 82% OTUs was conducted on 54 Group 2 The three components of the explained of all (Fig. 13). first OTUs component was second Dispersion along function of of the variability of this analysis (Table of a 4). I awn awn Component glume and revealed differences in variability in lengths, lengths, callus to length. II Component the central awn, glume two, and panicle lengths, as well as the pulvini development. III cor- responded to variation in panicle length and pulvini development (Table 4). OTUs Group no morphological nor separation Dispersion of 2 reveals further clear distinctions, a clear between and being Axillary pulvini pulvinate non-pulvinate forms, in spite of these visually distinctive. somewhat and appearance, cause panicle branches pedicels spread outward, giving the panicle a diffuse to contrasting with the dense contracted appearance of non-pulvinate panicles (Figs. 14-17). may among and In summary, spikelet features are deceptively similar the three species analyzed, lead them though thought be one to consider as conspecific. In contrast, vegetative features, often to of lesser value in grass taxonomy, serve very well in distinguishing the species. and Strahan Re-evaluation of the gibbosa complex Allred, Aristida -999999 95 9 Journal of the Botanical Research Institute of Texas 2(1) TAXONOMIC which was Consequent PCA, three species are recognized (in addition to A. liebmannii, to the results of the and (Group OTUs), (Group OTUs), Aristida sorzogonensis 2 not analyzed in this study): Aristida gibbosa 1 described in Table marginalis (represented solely by the type specimen). Variation in features is 5. Aristida on two from problematic, The (based the isotypes a single collection) is recognition of Aristida marginalis known about distinguished from the other two species by a suite of peculiar vegeta- since so little is It is it. numerous nodes and conspicuously short sheaths, about half more culms with robust tive features: taller, mix and exposing many gibbous nodes. Other features are a of A. gibbosa A. the long the internodes, as as and gibbous blades with adaxial pilose hairs characteristic of A. sorzogonensis, curling sorzogonensis: flat, We name further nodes and branching culms characteristic of A. gibbosa. leave the A. marginalis intact until analyses are possible. COMPLEX KEY TO THE OF THE ARISTIDA GIBBOSA SPECIES lemma apex Lemma the awns almost immediately diverging from e not-twisted of the lacking beak, a . !ong^_ liebmannii cm A. awns 2-3 body; 1 , cm awns Lemma the divergence of awns; (0.5-)1-2 with a well developed beak, often twisted prior to 1. MO from We and an specimen (Burch 6143A) have studied only two specimens: the isotype at additional & A Sheaths glabrous; Davidse provide description]: Honduras. diagnosis follows [Pohl (1994) a fuller brief and upon ends with thickened margins; collar throat glabrous; blades (rolled drying or at the of the blades), flat non-pulvinate, but the lower branches somewhat flexuous and naked at the base; narrow, panicles elongate, mm mm 8-9 lemmas beak absent, glumes 10-12 long, the second long; involute, sulcate, a inverse, the first cm lemma; awns 2-3 ± equal in length. the awns diverging immediately at the tip of the long, lemma and awns immediately The long distinctive. combination of a sulcate is and Honduras. Mexico (Veracruz) Distribution.— Enum. Aristida gibbosa (Nees) Kunth, 1:189. 1833. Basionym: Chaetaria &bbosa Nees, Agrostologia Brasiliensis, 2. pi. and usually lacking by glabrous, characterized blades that are folded or rolled, stiffly erect, Aristida gibbosa is with and prominently gibbous nodes, have The culms branch above the base thickened margins. regularly narrow and non-pulvinate. 2-6(-8) nodes above Panicles are elevated the base. and South America: Venezuela, British Guiana, Brazil (Fig. 18). Distribution.— Bolivia, and Strahan Allred, Re-evaluation of the Aristida gibbos; -0.47 -0.38 -0.28 -0.19 -0.09 0.00 0.0 0.19 0.28 0.38 0.47 Component 1 Ekman, Aristida marginalis 3. Ark. Bot. 10(17):23, 12. 1911. b 3, 2, 6, Type: t. f. t. f. Apr .6 ] known Aristida marginalis only from the type collection, and characterized as follows: culms robust, is is generally about twice as thick as in A. gibbosa or A. sorzogonensis, branching above the base, with numerous nodes (7-8) elevated above the base; sheaths short, about the length of the internode, straw-colored and V2 contrasting with the pale greenish internode; blades curling, with thickened margins, pilose on the flat, adaxial surface; panicles narrow, but weakly pulvinate. Known Distribution.— only from Matto Grosso, Cuiba Brazil: (Fig. 18). The name many has been from North America, which Aristida marginalis applied to similar plants of Journal of the Botanical Research Institute of Texas 2(1) HE 7 Howard from Gentry reported such by Scott (1942) conspicuously pulvinate, particularly collections as are Mayo western Chihuahua. All of these North American plants fall well within the A. sor- the Rio region in on PCA, and from the true Brazilian A. marginalis in the features given in the key. zogonensis cluster the differ and and herbarium work needed explain the distribution variation oiAristida Further are to fully field and seems not and coincidental, a between apparent intermediacy A. gibbosa A. sorzogonensis marginalis. Its many boundaries As with species oiAristida, species are likely to hybridization or introgression. result of name and should not be discarded as inconsequential. be decipherable, the delicate, yet Strahan and Re-evaluation of the gibbosa complex Allred, Aristida 4. Aristida sorzogonensis Presl, in C. Presl, Reliq. haenk. l(2-4):224. 1830. Type: in Luzonia ad Sorzogon, J r. — Mostly Mexico and Central America, with a few specimens from northern South America Distribution. (Fig. 18). by and with on Aristida sorzogonensis characterized blades that are curling, pilose hairs the flat is adaxial surface and with thickened margins. The culms do not branch above the base and the nodes are may 0-4 which not gibbous, with nodes elevated above the base. Panicles be pulvinate or non-pulvinate, a minor feature, but the visual differences are immediately noticeable (Figs. 14-17). As has been done is — H Journal of the Botanical Research Institute of Texas 2(1) 0.5- 0.4- i 0.3i V \ A 0.0 v V V v\Fa -0.1- °l V v 7 -0.4- -0.5- — -+— -+ -4- H -0.6- 1 1 1 0.3 0.4 0.5 -0.6 -0.5 -0-4 -0.3 -0.1 0.0 0.1 component Gro of the principle analysis of :