TAXONOMY LANTANA LANTANA OF SECT. CORRECT (VERBENACEAE): APPLICATION OF I. LANTANA CAMARA AND NAMES ASSOCIATED Roger W.Sanders Botanical Research Institute of Texas 509 Pecan Street Fort WorthJexas 76102-4060, U.S.A. [email protected] ABSTRACT The previous lectocypification of Lantana camara L. is evaluated by examination of characters of the lectotype, review of other original material and documentation of current usage of the name. The current usage analyzed by surveying pertinent luerature and by samphng specimens an- is for between and notations 1753 the present in relation to critical characters ol those speciiriens. Current usage oi L. camara includes a widely cultivated and naturalized cultigcn species oi hybrid origin name that taxonomically distinct from camar'a. To determine the correct of the cultigen, is L. all names in Lantana sect. Lantana are reviewed, typified necessary and possible, and taxonomically if No name disposed. available applies to the cultigen, which newly described dsLantana snigocamara is R.W. Sanders. Origin of the named hybrids in the camara complex hypothesized. Two new com- L. is R.W binations are made, Lantana camara subsp. aculeata Sanders and Lantana nhea Vent, subsp. IL.) mutabilis (WJ. Hook.) R.W. Sanders. Nineteen lectotypifications and seven epitypifications are made. RESUMEN La lectotipificacion previa de Lantana camara L. se evalua mediante examen dc los caracteres del lectotipo, revision de otro material original, y documentacion del uso actual del nombre. El use ac- tual se analizo revisando la bibliografia adecuada y por muestreo de especimenes entre 1753 y el presente por comentarios en relacion a caracteres criticos de esos especimenes. El uso actual de L. camara una ampliamente incluye especie culti\ada naruralizada de origcn hibrido y cjue es taxonomicamente diferente de camara. Para determinar nombre correctode planta cultivada L. el la se revisaron todoslos nombre de Lantana sect, Lantana, se tipificaron cuando fue necesario posible, y taxonomicamente decidido. No hay nombres disponibles para planta cultivada, describe y la c]ue se como R.W Lantana strigocamara Sanders. Se hace una hipotesisdel origen de los hibridos nombrados en complejo camara. Se hacen dos combmaciones nucvas, Lantana camara subsp. aculeata el L. (L.) RAV. Sanders y Lantana nhea Vent, subsp. mutabilis (WJ. look.) R.W. Sanders. Se realizan diez y nue\'e I lectotipificaciones y siete epitipificaciones, name have gone under Linnaean Lantana camara Plants that the are well L. known, not only as hardy summer ornamentals worldwide but also as natural- humid ized weeds having devastating economic impact in tropical areas of the & Old World (Wolf son Solomons 1964; Eiow^ard 1970; Stirton 1977; Swarbrick Day The and et 1995; et 2003). systematics of these cultivated naturalized al. al. made plants not well understood, even though considerable has been effort is to elucidate their biological control (Day 2003). This confusion arises in et al. SIDA22(1):381 -421.2006 BRILORG/SIDA 382 22(1) part from the convoluted history of exploration, cultivation, hybridization, and artificial selection that began at least 60 years before the pubhcation ot Linnaeus' Species Plantarum (1753). Records that have been compiled (Howard 1969; Stir ton 1977) suggest that, during the eighteenth century, fanciers hybridized different vvald species and infraspecific taxa of LantanaL. sect Lantana from Mexico, the shown names West Indies, and Brazil. As in this paper, the early validly published on garden-grown and com- were based material (almost entirely so until 1817 much monly which so into the 1850s), of consisted of hybrid combinations. As herbarium specimens Lanta na became of wild-collected species of sect. many available after the early 1800s, of the available, poorly distinguished names Adding was were frequently misapplied to them. to this confusion the introduction of cultivated hybrids into neotropical regions where indigenous taxa occur. Due to the propensity of lantanas to undergo polyploidy and the & & odd Ahuja Khoshoo polyploid (Natarajan partial fertility of levels 1957; & Mahal 1967; Spies 1983, 1984; Spies Stirton 1982a, Sanders 1987a, even b, b), c; more complex hybrids formed between indigenous taxa and the escaped hy- brid cultigens (Sanders 1987a, 1989a). Thus, the limits of natural variation b, c, have been obscured, hampering the ability of taxonomists to develop effective classifications for the group. Schauer (1847), Briquet (1895), and Troncoso (1974) developed current sec- Camara Laniana Lantana Cham.) tional concepts. Species of sect. (-sect. are by predominantly narrow somewhat characterized floral bracts that are in- among conspicuous the tubular corolla bases, by usually yellow or orange pig- known mented corollas (white-flowered populations in several species [unpubl. obser see also discussion below concerning purplish pigments in the section), v]; and by blackish drupes. Each drupe contains a characteristically inflated com- pound endocarp that resembles a horse skull in which the seed chambers are s Some in the position of the eye sockets. of the species of the other major section, Lantana CallioreasChdim., might be confused with those Lantana. sect. of sect. Generally species of Callioreas are described as involucrate, usually hav- sect. ing ovate to reniform conspicuously imbricate Iloral bracts and purplish co- However, needed placement— drupes rollas. fruits are to insure correct sectional are usually wdiite or purplish and endocarps are subglobose, bilobed (seed chambers each hemisphere), noninflated, and ornamented. reticulately lill Schauer (1847) published the only worldwide revision of Lantana in De more work and Candolle's Prodromus. All recent has been limited regional to arden floras. The foremost student ol Verbenaceae in the twentieth century, Harold N. Moldenke, never produced a revision of Lantana, but he did describe number new and a of species mlraspecific taxa. Horticulturalists, ecologists, much and some taxonomists have submerged Laniana floristic effectively of Lanta na camara, wide spectrum sect. into L. treating this of variation as a single SANDERSJAXONOMY OF LANTANA SECT. LANTANA 383 Hortorium Schemske Kuntze Troncoso 1965, 1974; Bailey 1976; species, 1891; (e.g., CuUen Huxley 2000). 1976, et al. 1992; et al. wild Sanders (1987a, 1989a, b) undertook a study of the variation of b, c, and populations Lantana Lantana in Florida and parts of naturalized of sect. West By chromosome numbers and meiotic behavior with the Indies. correlating wild niorphology, he was able to distinguish the natural (often diploid) taxa from naturalized and spontaneous hybrids and to develop morphological the and taxonomic Sanders found that plant architecture, leaf bract size criteria. development and and indument lorescence/infructescence shape, features, inf and pigment and dosage fruiting bract persistence, floral classes effects size, and correlate well with cytology, geographic distributions, species delimitations. On and the other hand, he argued that development of prickles specific corolla many colors, characters relied upon by other authors, vary too widely within among supported by and be conclusion recently taxa to effective criteria, a Day Further support comes from molecular studies (Scott et al. 1997; et al. 2003). the work of Isidro Mendez of Cuba who took up the study of Cuban and West S. Mendez Indian Verbenaceae (1992, 1993, 2002). explicitly accepted the taxo- nomic proposed by Sanders Lantana Lantana. criteria for sect. The natural taxa Lantana into three separate phenetic groups of sect. fall on (to be validated in a subsequent paper; cladistic status not yet determined) the basis of trichome structure on the abaxial surface of the leaf blades, as well The "pilose-morph" shape, adaxial and venation of the leaf blades. as luster, by spreading species (Pilose Group, Fig. are characterized soft, filiform, (erect 1) or curly) hairs usually densely disposed on all veins and intervening tissue. Most rounded narrowly of these have leaf blades that are broadly ovate to deltate, to cordate the base and acuminate to obtuse at the apex, dull above (epidermis at The and more pinninerved. "strigose-morph" species poorly or less reflective), Group, have the abaxial hairs developed as conspicuous strigae, (Strigose Fig. 2) and and antrorsely geniculate, are scattered re- the hairs are stout, conical, i.e., midrib, and secondary and sometimes higher order veins, stricted to the tertiary, but not the intervening Leaf blades are usually ovate-elliptic, often to tissue. tapering base and apex, lustrous above, and more or less tnplinerved. The at Group, abaxially bear well-separated, Ion "setose-morph" species (Setose Fig. 3) more flexible to subrigid, spreading, setiform trichomes that are or less restricted hke the midrib and secondary and tertiary veins. Otherwise they are the pi- to though groups have adaxial lose-morph Thus, even three strigae, species. all the Stigose Group the only one with strigae on both surfaces. is Despite Mendez's (2002) acceptance of Sanders' criteria, he disagreed with L L name camara camara. Because the Sanders over the application of the is and one two proposed type of the genus (Jar vis 1992; Jarvis et al. 1993) of the names names most other the oldest in the secton, the correct application of in 384 BRIT.ORG/SIDA 22(1) J. Fig ^ff/ifflf?flramaraJectotype (LINN 783.4), representing Pilose Group, a. inflorescence, b, representative leaf blade, = mm;c&d = c.adaxiai leaf surface, d.abaxial leaf surface. Scale bars:a&b mm. 5 l section hinge upon the correct apphcation of camara. Asserting that Sanders L. had committed two Mendez errors, stated: Sanders (1989|alJ attributed this binomial camam] ro a phcnotype ver)' different from prevailing |L. among opinion the authors later to Linnaeus and not in agreement with the lectotype selected by Moldenke Moldeiike (1Q83). lSt However until the present study, analysis the lectotype and subsequent ap- oi name plication of the have not been straightforward. The characters critical were not visible on the lectotype since of leaves were mounted adaxial all its side up. Sanders (unpubl.) was not able to determine w^hether the lectotype matched the pilose-tnorph or the strigose-morph plants, especially given the quality of the microfiche and xerographic images available the time. How- at because Moldenke had ever, H. N. selected the type, Sanders (unpubl.) relied primarily on the numerous annotations Dr Moldenke App. of (Table b see B, Moldenke also 1980a) to develop a concept of the species and apply the name. Sanders' concept was further reinforced by annotations of CD. Adams, and the SANDERS, TAXONOMY OF LANTANA SECT. LANTANA 385 s- (Sotorfer BM), representing StrigoseGroup.ajnflorescen 2i(7/7fffnfl5ffl&r/t/i7jectotype Fig. 5./??., = = 1cm;b8fC mm. leaves.b.adaxialleafsurface.c.abaxialleafsurface.Scalebars:a 1 A treatments Lantana The FloweringPlants Jamaica (Adams 1972) and of in of & Flora Tropical Florida (Long Lakela 1971), as well as on identified culti- of name vated material received under that from the U.S. National Arboretum, Longwood and commercial Gardens, reputable nurseries, hi cases, the plants all v^ere characterized by leaves dominated by strigose-morph hairs, cordate-ovate blades, and dull upper surfaces^ (here subsequently called the "Strigose-Cor- date-DuU-" or "SCD cultigen"; Fig. In the West Indies, some wild-collected 4). specimens bear codominant mixtures of both hair morphs. However, cytologi- SCD cal study confirmed these to be hybrids between the cultigen and native taxa of the Pilose Group (Sanders 1987b). Thus, Sanders concluded that the lec- name camara totype had the strigose-morph hairs, and he applied the L. spe- SCD Many Group cifically to the cultigen. of the described species in the Pilose L (including horrida, and arida) he lumped into a single species L. tiliifolia, L. name and applied the urticijolia Mill. L. Mendez appears to have studied more recent, higher quality images in con- nection with a project to lectotypify Linnaean species of Verbenaceae of the West Indies in collaboration with Steve Cafferty of the Linnaean Typification & Project (Mendez Cafferty 2001). Although he, too, was unable to see the abaxial surfaces, he concluded on other grounds that the lectotype matched the pilose- Adams included concept of L camera the SCD cultigen and Lscabrida.Jhefew specin^ens of Lscobrida ^ in his that studied and bear his annotation as L.camora actually have lustrous upper leaf surfaces. I 386 BRIT.ORG/SIDA 22(1) J. Fig ifl/)t(7/?^towfa(////?fof?2(?^99JEX), representing Setose Group.a. inflorescence, b.adaxial leaf sur^^ = mm;b&c = mm. leafsurface.Scalebars:a 5 1 morph, not the strigose-morph plants. He applied the name camara the to L. which name taxon Sanders applied the to L. urticijolia. name Mendez's two assertions merit redress, then another, later-published If SCD should be applied to the cultigen that Moldenke, Adams, and Sanders called Lantana camara. Of course, current usage, regardless of usage by authors of the early post-Linnaean period, must be estabhshed. current usage of camara If L. SCD has clearly replaced the Linnaean concept with the concept of the culti- gen, then conservation of the nomenclatural type could serve as an alternative solution. Therefore the purpose here to evaluate the lectotypification by review- is 1) by ing publication, clarifying the characters of the lectotype, by understand- its ing current usage of camara, and by determmnig any variance between the L. type and current usage; 2) affirm the correct application of that name, 3) nec- if essary, determine which other name to be applied to the SCD cultigen, and 4) is known dispose of all other names, to me, that are applicable to the complex. Lantana camara Typification of Moldenke and Moldenke Lantana camara by (1983) effectively lectotypified LINN citing 783.4 as "type'^ (ICBN, Art. Greuter al 2000). This 7.11, et was and Mendez lectotypification accepted by Sanders (1989b) (2002). In March, BM, and Dr 2004, visited Charlesjarvis, long-time participant in the Linnaean 1 Typification Project, consented to break the low^er stem to permit study of the two The abaxial surface of the lowest leaves (Fig. type, indeed, of the pi- 1). is lose-morph and by shape and an verified leaf inflorescence structure as ele- is ment of the naturally occurring species distributed from the Bahamas and Greater Antilles, through Mexico south northwestern South America. Thus to of Mendezs two assertions, the one that "Sanders (1989) attributed this bmo- mial to a phenotype...not in agreement with the lectotype selected by Moldenke and Moldenke (1983)" correct. is t>^ ^y^ K documenting Table Data history of annotation by H.N. Moidenke and oth annotated L camara as var. montziana. See text for further discussion. Years Authorities N Pilose % Mixed % Strigose % Setose % U^ 1981-2005 Moldenke (incl. v. moritz) 62 15 24% 20 32% 27 44% 0% Moldenke (excl, v. moritz) 47 0, 20 43% 27 0% Other 45 0% 25 56 20 44% 0% 0. b moritz) 107 14% 45 42% 47 44% 0% All (incl. 5 V. b 0% 49% All (excl. V. moritz) 92 45 47 51 0% b b 1956-1980 Moldenke 8% (incl. v. moritz) 153 13 56 37% 83 54% 1% 1 Moldenke (excl. moritz) 141 1% 56 40% 83 59% v. 1 1 1 Other 60 0% 68% 32% 0% 41 19 6% All (incl. V. moritz) 213 13 97 46% 102 48% 0% 1 0% All (excl. V. moritz) 201 97 48 0, 02 51% 0% 1 b 1 1931-1955 Moldenke 16 2 13% 6 38% 44% 6% 7 1 Other 0% 0% 00% 1 1 1 All 17 2 12% 6 35% 8 47% 6% 1 1906-1930 All 16 0% 10 62% 6 38% 0% 1881-1905 0% 4 75% 25% 0% All 3 1 1856-1880 0% 00% 0% All 2 2 1831-1855 33% % All 3 33 0, 33% b b 1 1 1 1753-1830 All 15 10 67 0, 2 13% 7% 3° b b 2 1 ^^ BRIT.ORG/SIDA 388 22(1) bJ^ 5fr/30f(7m(7ro,holotype(5onrfer5/^5(),FT6]. a jnflorescences and representative leaves. Fig. 4,I(7nffl/) (7 = mm;c&d = mm. adaxial leaf surface, d. abaxial leaf surface. Scale bars:b 5 c. 1 Development of current usage Linnaeus' concept of camara was developed from an array of cultivated and L. The synonyms and he horticulturally selected plants. illustrations that cited in the protologue are based on vouchers that are primarily elements of the Pi- same lose Group. All Hortus Cliffortianus (1737) specimens are either the spe- LINN Lantana specimen cut-down cies as 783.4 (319 1-B!, Linn. Herb, at S [a Herb. CLff. specimen, C. Jarvis, pers. comm., dig. photo!]), are hybrids between L that taxon and the Strigose Group (319 Lantana or arc eleinents of ho rrida 1!), SANDERS, TAXONOMY OF LANTANA SECT. LANTANA 389 Kunth Lantana and 320 Lantana (319 l-Q, 1-D!, la![the latter possibly hybrid- ized with the Strigose Group]). Moreover, an unnumbered Herb. Chff sheet is (!) . an element Group of the Strigose splendens Medik.). (L. Linnaeus One did not see the vouchers for the syntype illustrations. of these (icon in Plukenet, Phytographia 385. 169L [Voucher: 98:143 114, 4. top-left 1. f. & Group specimen, BM-SL!]), belongs to the Setose hirsuta M. Martens (L. Galeotti). The Commelin syntype has no known voucher (C comm.), Jarvis, pers. illustrates only an inflorescence, and cannot be placed trichome-morph. Even to may much so, the trichome characters not have been of concern to Linnaeus. L which For example, in 1767, he did segregate mista, has distinctly hispid twigs, which as depicted in a Dillenius plate (see App. B), he cited. However, Linnaeus new did not use this character to differentiate the species, but rather used the protracted leaf-blades, longer bracts, and capitula with mixed corolla colors. C According to Jarvis (pers. comm.), no other original material known. is how To determine somewhat broad Linnaean concept was modified this by later botanists, present two lines of evidence. The a survey of sampled I first is determme specimens to annotation patterns by taxonomists (Table Fig. 5). 1, m L The specimens are all those annotated by H. N. Moldenke as camara LL/ TEX Moldenke and BRIT/SMU, (including the Herb.) a selection of those at K, OXE and few which obtained photographs BM, LINN, and a for at Besides I Moldenke, annotating authorities include: Linnaeus, Medikus (implied by cita- tion, 1775), Schauer, Urban, Merrill, Hutchinson, R. Meikle, K. Morton, R. J. Fernandes, B. Verdcourt, G. Bromley and Atkins. Dr. Mendez and are excluded. S. 1 Plants annotated as L. camara (or in a few cases as L. aculeata, see App. B) were scored for whether trichomes on the abaxial surface were pilose-morph only, strigose-morph only, setose-morph only, or codominant mixtures of stri- and gose- pilose-morphs (including rare mixtures of strigose- and setose-mor- when Between Linnaean camara was phs). the period, applied primarily L. to pilose-morph plants, and the late nineteenth century, specialists began to ap- name ply the primarily to the strigose-morph plants or those with mixed tri- chome morphs. For those annotated specimens from the ncotropics, the mixed SCD trichome plants are presumed hybrids primarily between the naturalized and cultigen native species of the Pilose Group. In the paleotropics, the mi.xed- trichome plants appeared to be either hybrids between escaped pilose-morph 1) SCD and plants the cultigen, 2) escaped cultivars selected from hybrids between L camara and various species of the Strigose Group, or naturalized plants 3) consisting of complex spontaneous hybrids between plants of the preceding two categories. As this annotation trend developed, the plants of the Pilose Group began to be annotated with other later names. In particular, note the quotation of H. Moldenke Howard [apparently in personal correspondence] by (1969): BR1T.ORG/SIDA 22(1) 390 B0% 70% 60% (II O 50% o C < 40% o 30% CD 20% 10% 0% 1753-1830 1B31-1905 1906-1930 1931-1955 1956-1980 981 -2005 1 Year — - O Pilose - Mixed Strigose - Setose S + mrz - Mixed + mrz -"Strlgose mrz Pilose -^ name Fig. 5. Plot of portion of data from Table 1, showing historical pattern of specialists' application of the Lantana camara to pilose-morph taxa (mostly L camara, some L horrida and their hybrids) vs. strigose-morph taxa (mostly L strigocamara, L nivea, and L scabrida) vs. hybrids between the two groups (mixed morph plants) vs. setose-morph plants (mostly L birsuta]. "+ mrz" indicates the inclusion of specimens annotated as L camara ^ar.moritziana. You cannot depend on the accuracy of identification on the labels of plant specimens marked "Lan- tana camara' in herbaria. have found that a large percentage of such material is actually L. 1 moritziana.L. ^landulosissima, L. scoria, L. ho}'nda,L.arida,L.gluiinosa,Q^c. etc. Moldenke and specimens In other words, authorities others) attributed of (e.g.., camara to other species names referable to the Pilose Group. Surprisingly, in L. the mid 1970s, Moldenke accepted Lopez-Palacios' (1974) reduction in rank Dr. L of moritziana asa variety of Lcflmara. that anomaly excluded from the If is L camara pilose-morph by analysis, then the application of to strictly plants taxonomic specialists negligible over the last 50 years. is The second line of evidence a survey of the literature (App. A). Adequate is descriptions of leaf indument are scarce prior to the 1850s, but those by Medikus (1775), Sprengel (1825), and Schauer (1847, 1851) all indicate a prevailing accep The tance of plants with the abaxial surfaces soft-hairy first publication di- verging and treating strigose-morph plants as ca mara by Otto and Dietrich L. is (1841). This reflected a growing confusion as to what L. camara really By the is.