RECOGNITIONOFPERAGMITESAUSTRAUSSUBSP. AMERICANUS(POACEAE:ARUNDINOIDEAE) INNORTHAMERICA:EVIDENCEFROMMORPHOLOGICAL ANDGENETICANALYSES KristinSaltonstall PaulM.PetersonandRobertJ.Soreng HornPointLaboratory DepartmentofBotany UniversityofMarylandCenter NationalMuseumofNaturalIHistory forEnvironmentalScience SmithsonianInstitution POBox775 Washington,DistrictofColumbia(DC)20013-7012,U.S.A. Cambridge,Maryland21613,U.S.A. [email protected] [email protected] [email protected] ABSTRACT AnewnativesubspeciesofPhragmitesaustralissubsp.americanusSaltonstall,P.M.Peterson&Soreng ci3s.a0dn-e6sl.ci5rnimebaemgde.slToonhfge,P.nuaepupwstesrrauglbislspuembceyisehs5a.vc5ia-nn11gb.0ecamsdemupcaroloauntsge,dlelfaefrmosmmhaetashteh8s.i,0n-tl1ri3og.ud5luemcsemdI.aOl-onfnd.g7,GmualnmfdCblooyansgpt,osNlsooerwsetsrhmgAglmcuehmrleios-- roplastDNAhaplotypesofA-H,S,Z,AA.ThenewsubspeciesisclearlydistmguishedinaPCAanalysis andwhenbivariateplotsofthemorphologicalfeaturesarecompared.Additionalworkisneededto morphologicallydistinguishtheintroducedfromGulfCoastlineages.Phragmitesberlandieriis lectotypified.Akeyanddistributionmapstothethreelineagesareincluded. RESUMEN SedescribeunanuevasubespecienativaPhragmitesaustralissubsp.americanusSaltonstall,RM. Peterson&rSoreng.LanuevasubespeciepuedesepararsedelosImajesintroducidosenlaGulfCoast d3.e0N-6o.r5tmemA,megrfiucmaadsesPu.paeursitorraelsisdpeo5r.5t-e1n1e,r0vmaimnalsoncga,dluceamsa,sldiegu8l.a0s-1d3e.51.m0-m1,.7ymmpo,rgtleunemrahsampfleortiioproessddeel DNAplastidialA-H,S,Z,AA.Lanuevasubespeciequedaclaramentediferenciadaenunanalisisde PCAycuandosecomparangraficosbivanantesdelascaracteristicasmorfologicas.Senecesitatrabajo adicionalparadiferenciarmorfologicamenteloslinajesintroducidosdelaGulfCoast.Selectotipifica Phragmitesberlandieri.Seincluyenunaclaveymapasdedistribuciondelostreslinajes, PhragmitesAdans.isacosmopolitangenusfoundthroughouttheworldandis currentlyplacedinthetribeArundmeaewithArundoL.,HakonechloaMakino exHonda,andMoliniaSchrank,thelatterthreegeneraallintroducedinNorth America(Sorengetal.2004;Zuloagaetal.2003).Phragmitesisanerectperen- nialgrass,2-5mtall,thatcanformdensestands.Anumberofspecies,subspe- cies,andvarietieshavehistoricallybeendescribedinthegenusPhragmitesand todayfourspeciesarerecognized:P.australisiC^Y.)Trin.exSteud.,Pkarka(Retz.) Trin.exSteud.,PmauritianusKunth,andP.japonicusSteud.Alltemperatesub- speciesandvarietiesarenowincludedunderthedesignationPaustralis(Clay- ton1968).UsingfivespecimenscollectedinTexasandMexico,Fournier(1877) SIDA21(2):683-692.2004 684 BRIT.ORG/SIDA21(2) distinguishedaNorthAmericanPhragmitcsCPberlfliic/icriE.Fourn.)fromthat foundelsewhereintheworld.Basedonmeasurementsofglumesfrom28Euro- peanspecimensandmanyNorthAmericanspecimens,Fernald(1932)sup- portedthisdistinctionofaNorthAmericanvariety,Pcommunisvar.hcrlandicri (E.Fourn.)Fernald. RecentgeneticstudiesindicatethatthreegeneticlineagesofPhrci\!^mitc^ arefoundinNorthAmerica(Saltonstall2002,2003a,bJ. Alineageendemicto NorthAmericaisfoundacrossmuchofCanadaandintheUnitedStates,from NewEnglandandtheMid-AtlanticstatesacrosstothePacrficcoastandinto thesouthwest(Fig.la).Regionalstructuringcanbefoundwithinthisnative lineage,witheastcoast,midwestern,andwesternpopuhttionsshowingdiffer- entchloroplastDNAhaplotypes(A-H,S,Z,AA,Saltonstall2003a).Another hneageisfoundinthesouthernUnitedStatesfromFloridaacrosstotheGulf ofCalifornia,andthislineageisalsofoundinCentralAmericaandinAsia(Fig. lb).ItischaracterizedbychloroplasthaplotypeI(hereafterreferredtoasthe GulfCoastlineage).Athirdlineage,chloroplasthaplotypeM,isFurAsianm originandwaslikelyintroducedtoNorthAmericasinceEuropeancoloniza- tion. Itis[oundacrossthecontinent,bothinareaswherePhragmilc^washis- toricallypresentandalsoinplaces(suchasthesoutheastern US)where PhragmitcsIsnotnativetotheflora(Fig.Ic;Saltonstall2002).Today,thisintro- ducedlineageisthemostcommontypeofPhragmitcsmNorthAmericaand canbefoundinavarietyofhabitatsincludingbothbrackishandfreshwater marshes,mlandfens,alongthebanksofriversandlakes,andalongroadsides. Withtherecognitionthatbothnativeandintroducedpopulationsof Phragmitcsmaybepresent,manystateandregionalmanagementauthorities arenowrevisingtheirPhragmitcsmanagementstrategicswithagoalofpre- servingnativepopulationswhilecontrollingintroducedones.Thishasalso encouragedNaturallieritageprogramstoconsiderlistingnativePhragmitcs asarareorthreatenedplantinanumberofstates.However,theappropriatelevel oftaxonomicclassificationofthedifferentlineageshasnotyetbeenclarified. Anumberofqualitativecharactershavebeensuggestedfordistinguishing thenativeandintroducedlineagesincludingculmcolor,culmtexture,andad- herenceofleafsheathstoculms(Blossey2002).Whilethesecharactersappear tobecorrelatedwithecologicalcharacteristics,theyareproblematicinthat theyaresubjecttoobserverjudgmentandmayrequireobservationatdifferent timesoltheyearAlthoughgenetictestingcanprovidedclinitiveinformation astothelineageofapopulation,quantitati\'cmeasurementsofmorphological featuresmayprovideameansofconfirmingorigininconjunctionwithquali- tativecharacteristics.RobichaudandCatling(2003)performedsuchananaly- sisusingPhragmitcsspecimetiscollectedinsouthernOntarioandfoundsig- nificantdifferencesmthelengthofthelowerglumebetweenthenativeand SALTONSTALLETAL.,RECOGNITIONOFPHRAGMITESAUSTRALISSUBSP.AMERICANUS 685 a. b. c. rK."r^ Fig.1.Distributionofa)Native,b)GulfCoast,andt)introducedlineagesof/'/jragm/fesflosfra/winNorthAmerica.Sources ofdistributioninformationincludeCatlingetal.2004,COMREED1999,Saltonstall2002. introducedpopulationlineages.However,thatstudywaslimitedbyitsgeo- graphicscope.Thisstudyquantifiesdifferencesinsizeseenintheligules,lower andupperglumes,andlemmasofnative,introduced,andGulfCoastpopula- tionsofPhragmitesfromNorthAmerica.Weformallyrecognizethenativelin- eagethatoccursintheUSAandCanadaasP.australissubsp.americanus Saltonstall,P.M.Peterson&Soreng. 'AlthoughnotdocumentedacrosstheGulfCoastexceptforintheMississippiriverdelta(Saltonstall2002), introducedPhragmitesmayalreadyhaveinvadedtheseregionsandcertainlyhasthepotentialtospreadinto them.ThedistributionofintroducedP/irogm/resisnotknownsouthoftheU.S.borderandthusisnotincluded inthisfigure. 686 BRIT.ORG/SIDA21(2) METHODS Thegeneticlineageofspecimenswasdeterminedpriortotakingmorphologi- calmeasurements.DNAextractionsweredoneusingaCTABextractionproto- col(Doyle&Dickson1987).Lineageswereidentifiedeitherbysequencingtwo noncodingchloroplastgeneregions,trnr(UGU)-trnL(UAA)5'andrhcL-psal, todeterminethechloroplastDNAhaplotype(Saltonstall2002)orusingan RFLPdiagnosticassayontheabovementionedchloroplastregionsthatdistin- guishesthethreeNorthAmericanPhragmiteslineages(Sahonstall2003c). LigulesweremeasuredusingaNikonPZ500dissectingmicroscopefitted witha0.1-10mmmicrometer.Allsampleswereobtainedfromlivepopulations in1999-2003throughouttherangeofPhragmitesinNorthAmerica.Several leafbladespersamplewereinitiallyobservedtoseeiftherewasvariationin theligulelengths.Sincenowithin-plantorwithin-populationvariationwas detectedonlyoneleafbladewasexaminedforthemajorityofspecimens.Ligule lengthwascalculatedbymeasuringtheligule(boththemembraneanditshairy margin)atthecenteroftheleafbladetothenearest0.05mm. Measurementsoflowerandupperglumesandlemmasweretakenfroma singleinflorescenceperclone.TenglumesandtenlemmasweremeasuredIrom eachspecimen.Sampleswereobtainedfromlivepopulationsduring1999-2003 orfromherbariumspecimensandcoverthegeographicrangeofallPhragmites lineagesinNorthAmerica.Measurementsweremadetothenearest0.5mm usingarulerFromeachspecimen,tenspikeletsshowingvisiblerachillahairs wereselectedfromthemiddlepartoftheinflorescence.Upperandlowerglume andlemmalengthsweremeasuredfromthearticulatedbasetothetip.Acom- pletedatasetofthemorphologicalcharactersusedinthisstudyisavailable fromKSuponrequest. DatawereanalyzedusingthePROCMIXEDproceduremSAS8.2.Tukey's comparisonswereusedtodistinguishsignificantdifferencesbetweenpopula- tiontypes.Sincethemajorityofsamplesmeasuredforligulelengthweredif- ferentfromthosemeasuredforglumeandlemmalengths,thedatawereran- domizedandtreatedasgroupsrepresentingvariationwithmeachofthethree geneticlineages.Bivariatecomparisonswereplottedtoillustratethesediffer- encesbetweenlineages.APrincipalComponentsAnalysis(PCA)wasperformed usingPC-ORD(Version4,McCune&Mefford1999)usmgacorrelationmatrix ofstandardizeddataforthevariables. RESULTSANDDISCUSSION Themorphologicalcharactersmeasuredinthisstudyclearlydistinguishna- tivefromintroducedandGulfCoastPhragmiteslineages.Thismirrorsthedis- tinctivenessseenatthegeneticlevelbetweenthelineages,whereallnativeNorth Americanhaplotypessharedfiveuniquemutationsnotseeninanyotherhaplo- types(Saltonstall2002).Nativespecimenshavelongerligules,glumes,andlem- SALTONSTALLETAL.,RECOGNITIONOFPHRAGMITESAUSTRALISSUBSP.AMERICANUS 687 Table1.Meanvaluesandtheirsignificancelevelforiigule,glunneandlemmalengthsbyPhragmites lineages:Native(N),Introduced(I),andGulfCoast(GC). Structure PopulationType Samplesize Mean±SE(mm) SignificantDifference(p<0.01) Ligule Native 28 1.26±0.04 l,GC Introduced 20 0.69±0.03 N GulfCoast 14 0.57±0.04 N Lowerglume Native 28 4.6+0.1 l,GC Introduced 17 3.4+0.1 N,GC GulfCoast 15 3.9+0.1 N,l Upperglume Native 28 7.3±0.2 l,GC Introduced 17 5.8±0.2 N GulfCoast 15 6.3+0.1 N Lemma Native 28 11.1+0.2 l,GC Non-Native 17 9.2+0.2 N GulfCoast 15 10.1±0.2 N masthanbothintroducedandGulfCoastspecimens(Table1;Ligule—F2,59=120.21; Lowerglume-F2,57=37.59;Upperglume-F2,57=2L01;Lemma-F2,58=17.07; p<0.0001forallcomparisons).Ofthefourcharactersmeasured,theliguleis themostdefinitiveinseparatingthenativefromtheothertwolineages(Fig. 2a-c).Thelengthofthelowerglumeisalsoagoodwayofdistinguishingnative fromintroducedspecimens,althoughsomeoverlapisseen(Fig.2d). TheGulfCoastlineage,althoughsignificantlydifferentfromothersatsev- eralmeasurements,isintermediatebetweentheothertwotypeswhencom- paringthesefourcharacters(Table1,Fig.2a-d).Thusatthistime,itremains difficulttodistinguishmorphologicallyanditappearsprematuretoconclude thatthislineageisadifferentspecies(Jonesetal.1997).Itappearsmoresimilar tointroducedthannativePhragmitesforallmorphologicalmeasurements,in additiontobeinggeneticallymorecloselyrelatedtotheintroducedhaplotype Mthanthenativehaplotypes(Saltonstall2002,2003a).Additionalcharacters thatdistinguishthislineagemorphologicallyhaveyettobeidentified.Although notverifiedquantitatively,theleafinternodedistanceoftheGulfCoastplants appearstobeshorterthanboththeintroducedandnativelineages(Saltonstall pers.obs.).ThesyntypeofP.herlandieri(J.l.BerlandierH46,US-82049exP) wasincludedinourmorphologicalsurveyandfallswithintheGulfCoastlin- eage.Fernald(1932)didnotindicateifheusedoneofthesyntypesdesignated byFournier(1877)inhisstudyClearlyFernaldwasreferringtothenativelin- eageinhisstudysincethelowerglumesrangefrom4-6mmlongandtheupper glumesrangefrom6-8.5mmlong.Toavoidconfusioninthefuture,particu- larlyifonechoosestousethenameP.herlandieritoincludetheGulfCoast hneage,weformallylectotypifyP.herlandieriE.Fourn.,Bull.Soc.Bot.France Fig,2a) b) 0.5 1 1.5 Ligule(mm) c) d) 14 10 ^^re10182 OoOoOr',AAA^^1A^^A^A. «SE ^,^^¥^^AA _Ij 4^ «a o6ogu^fr"" 3 4- 05 1 15 2 3 4 5 Ligule(mm) Lowerglume(mm) Fig.2.BivariatecomparisonsofmorphologicaldataforNative{ ),Introduced()andGulfCoast(O)Phragmitesindividuals. 1 SALTONSTALLETAL.,RECOGNITIONOFPHRAGMITESAUSTRALISSUBSRAMERICANUS 689 Table2.Eigenvectorloadingsfortheprincipalcomponents(PC).Relativeeigenvalues,percentof variance,andcumulativepercentofvariancearealsolisted. PCI PC2 PCS PC4 Ligule -0.4030 0.8859 0.2293 -0.0143 Lowerglume -0.5285 0.0584 -0.7301 -0.4292 Upperglume -0.5489 0.2219 -0.0574 0.8038 Lemma -0.5069 0.4032 0.641 -0.4116 Eigenvalue 2.996 0.636 0.267 0.101 %ofvariance 74.904 15.905 6.676 2.515 Cumulative%ofvariance 74.904 90.809 97.485 100.000 24:178.1877.TypeU.S.A.Tf.xas:Laredo,1828,J.LBerlandierM'^6(lectotype:P; isoi.ECTOTYPE,thelargespecimenonthesheetthatincludesaculmwithacom- pleteinllorescence:LJS-82049exW!). ThePCAconfirmedandenhancedtheabovementionedresultsfurther.The firsttwoPCsaccountedfor90.8%ofthetotalvariationinthedata(Table2,Fig. 3).Thefirstaxisaloneaccountsfor74.9%ofthetotalvarianceandhasnegative loadingsforthemajorityofNativespecimensandpositiveonesforintroduced andGulfCoastspecimens.ThusmorenegativevaluesalongPCIindicatelarger morphologicalstructures(Fig.2),asseeninthenativespecimens. AnalysisofnuclearmicrosatelliteDNA indicatesthatthereislittleevi- denceforhybridizationbetweenthenativeandintroducedlineagessincealle- lesconsidereddiagnosticforeachofthetwolineagetypeswererarelyfoundin thealternativelineage.Further,thisnuclearDNAdatasetstronglysupportsthe geneticdifferentiationseeninthechloroplastDNAbetweenthenativeandin- troducedlineages(Saltonstall200.3b).AlthoughPhragmiteshasbeensaidto beself-mcompatible(Gustaffson&Simak1963),littleisknownaboutthemat- ingsystemofthisgenusanditisnotknownifhybridsbetweenpopulation typescanoccur.Themorphologicaldataclearlysupportseparationofthena- tivelineagefromthemtroduced/GulfCoastlineages.Wehavedemonstrated thatthenativelineagehasmorphologicalfeatures(longerligules,glumes,and lemmas)anduniquegeneticmutationsthatdifferentiateitfromtheintroduced/ GulfCoastlineages.Wechosetorecognizethenativelineageformallyas Pharagmitesaustralissubsp.amehcanus.Thefollowingkeyusingmorphologi- calandgenotypefeaturesisgiventoseparatethesethreelineages. KEYTOTHELINEAGESOFPHRAGMlThSAUSTRALISINNORTH AMERICA 1. mLimgulelsong1;.0l-1em.7mmasm8.l0o-n1g;3.l5owmemrgllounmg;esle3af.0s-h6i.e5atmhsmcaldonugc;ouupspweirthglaugmee;scu5l.m5-s1e1x.-0 posedinthewinter,smoothandshiny;rarelyoccursinamonoculture;chloroplast DNAhaplotypesA-H,5,Z,AA(seeSaltonstall2002,2003a) P.australissubsp.americanus (Nativelineage) 690 BRIT.ORG/SIDA21(2) Fig.3.PrincipalcomponentsanalysisofmorphologicaldataforPhragmitesaustralis:Native( ),Introduced()and GulfCoast(O)individuals. 1. Lmimgulelsong0;.4l-e0.m9mamsm7.l5o-n1g2;.0lomwemrglolnugm;elsea2f.s5h-e5.a0thmsmnotlocnag;duucpopuesrwgiltuhmaegse;4.c5u-l7m.s5 notexposedinthewinter,smoothandshinyorridgedandnotshiny;oftenoccurs a2.saCumlomnsocsulmtouorteh;cahnldorsohpilnays;tsDoNutAhehranplCoatlyipfeorsniIao,rAMr.izona,NewMexico,Texasto Florida,throughoutMexicoandCentralAmerica;chloroplastDNAhaplotypeI Pausfra//svar.berlandieri(E.Fourn.)C.F.Reed(GulfCoastlineage) 2.Culmsridgedandnotshiny;southernCanadafromBritishColumbiatoQuebec souththroughouttheContinentalUnitedStates;chloroplastDNAhaplotypeM . ^_^_ Pou5fra//s(Introducedlineage) Phragmites australissubsp.americanusSaltonstall,P.M.Peterson&Soreng, Subsp.nov.Type:U.S.A.Montan.'\.FergusCo.:nearthemouthofDogCreek,12Sep1883, FrankLamsonScnhncr378(iiOLOTYPi;:US-B24621!). iAnfP'elnroargi)b?iuis(f3c.J0U-,6s.(5rtimlim(Calvo.n)gTinsn,.gexluSmtieusd.suvpaegnionaricbaudsuc5a.5c-1u1m.0ametmate,lloingguilsi,sl1e.0m-m1a.7timbmuslo8n.0g-i1s3..g5lummims longis,recedit. SALTONSTALLETAL.,RECOGNITIONOFPHRAGMITESAUSTRALISSUBSP.AMERICANUS 691 Plantsusuallydonotoccurasamonoculture.Culmsexposedinthewinter, smoothandshiny,sometimespurplishatthenodesandinternodes.Leafsheaths caducouswithage;ligules1.0-1.7mmmmlong.Spikeletlowerglumes3.0-6.5 mmlong,upperglumes5.5-11.0mmlong;lemmas8.0-13.5mmlong. Distribution—(¥ig.la).Thissubspeciesisknowntooccurmsouthwestern NorthwestTerritorieseastandsouthtoCalifornia,Arizona,NewMexico,and easttonorthernTexas,Oklahoma,northernArkansas,WestVirginiaandNorth Carolina,andnorthtoNewfoundlandandQuebec. Specimensexamined(mcludedinthegeneticandmorphologicaldatasets):CANADA.BRITISH COLUMBIA:OsoyorsLakeJ.Grants.n.(US-2432752).UNITEDSTATES.COLORADO:LaSalle.PA. RMeyrdrbielrlg&25E1.1N.(WUSi-l9c0o8x14022)9.(UISO-W9A0.80F9a4y)e.ttIeNDCIo.A:NAB..FFiunlkto5n92Co(.U:SW-23of04R6o8c)h.esIteDrA,HCO.:C.SBt.eAanmt3h0o0n1y0,(EU.SD-. 1062053).KANSAS.PottawatomieCo.:J.B.S.Norton922(US-353717).MAINE:I^ikeAnagunticook, HarfordJ.CParlin2022(US-908068).MICHIGAN.AlleganCo.:KalamazooRivernearDouglas,W.F. Wright125CUS-430189).MINNESOTA:LakeMellissa,H.LBolley879(US-908078).MONTANA:banks oftheMissouriRiver,F,LScribner378(US-153245).NORTHDAKOTA.HansonCo.:Leeds,J.Lunell s2.0n.79(8U4S)-.89N8E85W3)J;ERNSEEBYR:ASNKeAw.DTuhrohmama.sWC.o.M:.SVaanndSHiiclklkssn.en.ar(UPSl-2u4m4m2e2r6),FoNrdE,WPAM.ERXyIdCbOe:rgB1r6e31mo(nUdSs- RanchnearRoswell,j.D.Tinsky12(US-739106).NEVADA.NyeCo.:AmargosaDrainageBasin,j.C Beatley9123(US-2876499).OKLAHOMA:EofWoodward,H.E.Runyan1030(1722877).OREGON: KlammothCo.,KlammothLake,F.l.Applegate813(US-273602).SOUTHDAKOTA:Canning,D. 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