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Palynological analysis of the genus Dryopteris Adans. (Dryopteridaceae) in Argentina

Abstract

The spore morphology and wall ultrastructure of Dryopteris filix-mas, D. patula and D. wallichiana from Argentina were studied using light microscope, scanning and transmission electron microscope. The study was carried out with herbarium material from Argentine institutions. Equatorial diameters, polar diameters and laesura length were measured. The spores are monoletes with a rugate ornamentation. The folds are short to long, inflate, irregular in shape and size, and varying from subglobose to elongate. The perispore surface is rugulate. The exospore of all the species analyzed is two-layered in section. Simple and branched channels are also present. The perispore is composed of two layers, the inner one forms the ornamentation and the outer covers all the outer and inner surfaces. Some abnormalities, such as globose, triangular or twisted spores were observed. The morphology and ultrastructure of the species are very similar. The differences observed are related to the length and thickness of the perispore folds. The characteristics of these spores would not provide relevant information to differentiate species or sections within the genus, but can provide information for phylogenetic studies as well as for alterations in the biological cycles.

Key words
Argentina; Dryopteris; ornamentation; spore; ultrastructure

INTRODUCTION

The Dryopteridaceae family is one of the most diverse among leptosporangiate ferns, with 26 genera and an estimated 2115 species of cosmopolitan distribution (PPG I 2016PPG I. 2016. A community-derived classification for extant lycophytes and ferns. J Syst Evol 54(6): 563-603.). The genus Dryopteris Adans. is one of the most complex within the family and one of the richest in species, with about 225-300 species throughout the world except Antarctica (Geiger & Ranker 2005GEIGER JMO & RANKER T. 2005. Molecular phylogenetics and historical biogeography of Hawaiian Dryopteris (Dryopteridaceae). Mol Phylogenet Evol 34: 392-407., Sessa et al. 2012bSESSA EB, ZIMMER EA & GIVNISH TJ. 2012b. Reticulate evolution on a global scale: A nuclear phylogeny for New World Dryopteris (Dryopteridaceae). Mol Phylogenet Evol 64(3): 563-581.). About 160 of them are found in Southeast Asia, which seems to be their center of diversity (Sessa et al. 2012bSESSA EB, ZIMMER EA & GIVNISH TJ. 2012b. Reticulate evolution on a global scale: A nuclear phylogeny for New World Dryopteris (Dryopteridaceae). Mol Phylogenet Evol 64(3): 563-581.), about 15 species are distributed in Central and South America (Prado et al. 2014PRADO J, HIRAI RY & SMITH AR. 2014. Dryopteris huberi (Dryopteridaceae), an overlooked species, and a key for the species of Dryopteris in Brazil. Brittonia 66(4): 340-346.) and 3 species are cited by Ponce & Arana (2016)PONCE MM & ARANA MD. 2016. Dryopteris. In: Anton AM and Zuloaga FO (Eds), Flora vascular de la República Argentina. Vol. 2. Licofitas, Helechos. Gymnospermae. San Isidro: Instituto de Botánica Darwinion, p. 137-140.: D. filix-mas (L.) Schott, D. patula (Sw.) Underw. and D. wallichiana (Spreng.) Hyl., for continental Argentina.

In tropical America, they usually grows in humid mountain forests, cloud forests and lowland rain forests. They grow in areas ranging from sea level to 4000 m, preferably within the 1000 - 2500 m (Tryon & Tryon 1982TRYON RM & TRYON AF. 1982. Dryopteridaceae. In the Ferns and Allied Plants. New York: Springer-Verlag, p. 454-627., Narváez et al. 2008NARVÁEZ PL, MARTÍNEZ OG & DE LA SOTA ER. 2008. Gametofitos y esporofitos jóvenes de Dryopteris wallichiana (Spreng.) Hyl. (Dryopteridaceae- Pteridophyta). Bot Complut 32: 85-90.).

Classifications within the genus have been established on the basis of morphology (Sessa et al. 2012bSESSA EB, ZIMMER EA & GIVNISH TJ. 2012b. Reticulate evolution on a global scale: A nuclear phylogeny for New World Dryopteris (Dryopteridaceae). Mol Phylogenet Evol 64(3): 563-581.): Ito (1935`ITO H. 1935. Filices japoneses II. Bot Mag Tokyo 49: 432-437., 1936ITO H. 1936. Filices japoneses III. Bot Mag Tokyo 50: 32-128.) has treated the species of Japan and Taiwan whereas Ching (1938)CHING RC. 1938. A revision of the Chinese and Sikkim-Himalayan Dryopteris with reference in some species from neighboring regions. Bull Fan Mem Inst Biol 8: 157-507. has done so with those of China, the Himalayas, India and Sri Lanka. Fraser-Jenkins (1986)FRASER-JENKINS CR. 1986. A classification of the genus Dryopteris (Pteridophyta: Dryopteridaceae). Bull Br Mus Nat Hist, Hist Ser 14: 183-218. has made the most accepted classification which includes 225 species, subdivided in 4 subgenera and 16 sections, several incertae sedis and about 90 hybrids. Within the last classification, the 3 species growing in Argentina belong to the subgenus Dryopteris although they are located in different sections: D. filix-mas correspond to Sect. Dryopteris, D. patula to Sect. Cinnamomeae and D. wallichiana to Sect Fibrillosae.

The geographic distribution of D. filix-mas corresponds to North America, Europe, Asia, Madagascar and it was introduced in South America. In Argentina, it was cultivated and naturalized in the Patagonian region (Sessa et al. 2012aSESSA EB, ZIMMER EA & GIVNISH TJ. 2012a. Phylogeny, divergence times, and historical biogeography of New World Dryopteris (Dryopteridaceae). Am J Bot 99(4): 730-750., Ponce & Arana 2016PONCE MM & ARANA MD. 2016. Dryopteris. In: Anton AM and Zuloaga FO (Eds), Flora vascular de la República Argentina. Vol. 2. Licofitas, Helechos. Gymnospermae. San Isidro: Instituto de Botánica Darwinion, p. 137-140.). D. patula grows in Central and South America. In Argentina it is found in the Northwestern region (Prado et al. 2014PRADO J, HIRAI RY & SMITH AR. 2014. Dryopteris huberi (Dryopteridaceae), an overlooked species, and a key for the species of Dryopteris in Brazil. Brittonia 66(4): 340-346.). D. wallichiana is a species that grows in the Himalayas, Africa, India, China, Japan, Malaysia and America, along the Andes, from Mexico to the northwest of Argentina (Tryon & Lugardon 1991TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429., Narváez et al. 2008NARVÁEZ PL, MARTÍNEZ OG & DE LA SOTA ER. 2008. Gametofitos y esporofitos jóvenes de Dryopteris wallichiana (Spreng.) Hyl. (Dryopteridaceae- Pteridophyta). Bot Complut 32: 85-90., Ponce & Martínez 2012PONCE MM & MARTÍNEZ OG. 2012. Dryopteridaceae. In: Novara LJ (Ed), Flora del Valle de Lerma. Aportes Botánicos de Salta Ser Flora 11(8): 1-31., Prado et al. 2014PRADO J, HIRAI RY & SMITH AR. 2014. Dryopteris huberi (Dryopteridaceae), an overlooked species, and a key for the species of Dryopteris in Brazil. Brittonia 66(4): 340-346., Ponce & Arana 2016PONCE MM & ARANA MD. 2016. Dryopteris. In: Anton AM and Zuloaga FO (Eds), Flora vascular de la República Argentina. Vol. 2. Licofitas, Helechos. Gymnospermae. San Isidro: Instituto de Botánica Darwinion, p. 137-140.).

The Dryopteris genus presents one of the most difficult fern complexes in America due to its tendency to hybridize (Walker 1959WALKER S. 1959. Cytotaxonomic studies of some American species of Dryopteris. Am Fern J 49(3): 104-112., Whittier & Wagner 1971WHITTIER P & WAGNER JRWH. 1971. The variation in spore size and germination in Dryopteris taxa. Am Fern J 61(3): 123-127., Hoshizaki & Wilson 1999HOSHIZAKI BJ & WILSON KA. 1999. The cultivated species of the fern genus Dryopteris in the United States. Am Fern J 89(1): 1-98.) thus creating problems in the definition of species in the group (Barrington et al. 1989BARRINGTON DS, HAUFLER CH & WERTH CR. 1989. Hybridization, reticulation, and species concepts in the ferns. Amer Fern J 79(2): 55-64.).

In addition to its tendency to hybridize, the family often has apogamic species (Nayar & Kaur 1971NAYAR BK & KAUR S. 1971. Gametophytes of homosporous ferns. Bot Rev 37(3): 295-396.), including D. wallichiana (Loyal 1959LOYAL DS. 1959. Some observations on the cytology and apogamy of Himalayan Dryopteris paleacea (Don.) Hand-Mazz. Jour Ind Bot Soc 39: 608-613., Fraser-Jenkins 1986FRASER-JENKINS CR. 1986. A classification of the genus Dryopteris (Pteridophyta: Dryopteridaceae). Bull Br Mus Nat Hist, Hist Ser 14: 183-218., 1989FRASER-JENKINS CR. 1989. A monograph of Dryopteris (Pteridophyta: Dryopteridaceae) in the Indian subcontinent. Bull Br Mus Nat Hist Bot 18: 323-477., Pérez-García et al. 2001PÉREZ-GARCÍA B, MENDOZA A, REYES-JARAMILLO I & RIBA R. 2001. Morfogénesis de la fase sexual de seis especies mexicanas de helechos del género Dryopteris (Dryopteridaceae), Parte II. Rev Biol Trop 49(1): 265-278., Geiger & Ranker 2005GEIGER JMO & RANKER T. 2005. Molecular phylogenetics and historical biogeography of Hawaiian Dryopteris (Dryopteridaceae). Mol Phylogenet Evol 34: 392-407., Narváez et al. 2008NARVÁEZ PL, MARTÍNEZ OG & DE LA SOTA ER. 2008. Gametofitos y esporofitos jóvenes de Dryopteris wallichiana (Spreng.) Hyl. (Dryopteridaceae- Pteridophyta). Bot Complut 32: 85-90., Sessa et al. 2012bSESSA EB, ZIMMER EA & GIVNISH TJ. 2012b. Reticulate evolution on a global scale: A nuclear phylogeny for New World Dryopteris (Dryopteridaceae). Mol Phylogenet Evol 64(3): 563-581.).

As well as hybridity, the ploidy level has also been studied by different authors in the following species: D. wallichiana has been registered as diploid, apogamic triploid and hexaploid (Tryon & Tryon 1982TRYON RM & TRYON AF. 1982. Dryopteridaceae. In the Ferns and Allied Plants. New York: Springer-Verlag, p. 454-627., Sessa et al. 2012aSESSA EB, ZIMMER EA & GIVNISH TJ. 2012a. Phylogeny, divergence times, and historical biogeography of New World Dryopteris (Dryopteridaceae). Am J Bot 99(4): 730-750., 2015SESSA EB, ZHANG LB, VARE H & JUSLÉN A. 2015. What we do (and don’t) know about ferns: Dryopteris (Dryopteridaceae) as a case study. Syst Bot 42(2): 387-399.); D. filix-mas is considered a sexual allotetraploid (Manton 1950MANTON I. 1950. Problems of cytology and evolution in the Pteridophyta. London: Cambridge University Press, p. 44-171., Manton & Walker 1954MANTON I & WALKER S. 1954. Induced apogamy in Dryopteris dilatata (Hoffm.) A. Gray and D. filix-mas (L.) Schott emend, and its significance for the interpretation of the two species. Ann Bot 18(71): 377-383., Fraser-Jenkins 1976FRASER-JENKINS CR. 1976. Dryopteris caucasica, and the cytology of its hybrids. Fern Gaz 11: 263-267., Lovis 1977LOVIS JD. 1977. Evolutionary patterns and processes in ferns. Adv Bot Res 4: 229-415., Xiang et al. 2006XIANG JY, CHENG X & WU SG. 2006. Chromosome number of 13 species in the genus Dryopteris (Dryopteridaceae) from Yunnan, China. Acta Phytotax Sin 44(3): 304-319.) and D. patula is a diploid species (Tryon and Tryon 1982, Sessa et al. 2012aSESSA EB, ZIMMER EA & GIVNISH TJ. 2012a. Phylogeny, divergence times, and historical biogeography of New World Dryopteris (Dryopteridaceae). Am J Bot 99(4): 730-750.).

Several authors have reported that smallest spores are diploid while the largest ones are tetraploid and hexaploid (Mehra & Loyal 1965MEHRA PN & LOYAL DS. 1965. Cytological investigations in Himalayan Dryopteris Adanson. Caryologia 18(3): 461-498., Kanamori 1969KANAMORI K. 1969. Studies on the sterility and size variation of spores in some species of Japanese Dryopteris. J Jap Bot 44: 207-2017., Mitui 1972MITUI K. 1972. Spore ornamentation of Japanese Dryopteris. Bull Nippon Dental Coll Gen Educ 14: 99-116., Tryon & Lugardon 1991TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429., Quintanilla & Escudero 2006QUINTANILLA LG & ESCUDERO A. 2006. Spore fitness components do not differ between diploid and allotetraploid species of Dryopteris (Dryopteridaceae). Ann Bot 98: 609-618.). Regarding hybrids, their chromosomes tend to be irregularly distributed so the spores differ genetically among them and in size (Witthier & Wagner 1971). Thus, differences in spore sizes are related to ploidy level and hybridity (Manton 1950MANTON I. 1950. Problems of cytology and evolution in the Pteridophyta. London: Cambridge University Press, p. 44-171., Wagner 1966WAGNER JR WH. 1966. New data on North American oak ferns, Gymnocarpium. Rhodora 68: 121-138., Kanamori 1971KANAMORI K. 1971. Studies on the sterility and size variation of spores apogamous ferns. J Jap Bot 6: 146-151., Nakato & Mitui 1979NAKATO N & MITUI K. 1979. Intraspecific polyploidy in Diplazium subsinuatum (Wall.) Tagawa. J Jap Bot 4: 129-135., Moran 1982MORAN RC. 1982. The Asplenium trichomanes complex in the United States and adjacent Canada. Am Fern J 72: 5-11., Pryer & Britton 1983PRYER KM & BRITTON DM. 1983. Spore studies in the genus Gymnocarpium. Can J Bot 61: 377-388., Barrington et al. 1986BARRINGTON DS, PARIS CA & RANKER TA. 1986. Systematic inferences from spore and stomata size in ferns. Amer Fern J 76: 149-159.).

The morphology of the spores of several Dryopteris species has been examined in worldwide in various places such as Africa, Asia, Europe and, North and Central America (Crane 1953CRANE FW. 1953. Spore studies in Dryopteris, I. Amer Fern J 43: 159-169., 1955CRANE FW. 1955. Spore studies in Dryopteris. II. Dryopteris celsa and D. separabilis. Amer Fern J 45: 14-16., 1956CRANE FW. 1956. Spore studies in Dryopteris. III. Amer Fern J 46: 127-130., 1960CRANE FW. 1960. A key to American Dryopteris species based on characters of the perispore. Amer Fern J 50: 270-275., Nayar & Devi 1964NAYAR BK & DEVI S. 1964. Spore morphology of Indian ferns I. Aspidiaceae. Grana Palynol 5: 80-120., Britton 1972aBRITTON DM. 1972a. Spore ornamentation in the Dryopteris spinulosa complex. Can J Bot 50: 1617-1621., bBRITTON DM. 1972b. The spores of Dryopteris clintoniana and its relatives. Can J Bot 50: 2027-2029., Mitui 1972MITUI K. 1972. Spore ornamentation of Japanese Dryopteris. Bull Nippon Dental Coll Gen Educ 14: 99-116., Belling & Heusser 1974BELLING AJ & HEUSSER CJ. 1974. Spore morphology of the Polypodiaceae of Northeastern North America. I. Bull Torrey Bot Club 101(6): 326-339., Britton & Jermy 1974BRITTON DM & JERMY AC. 1974. The spores of Dryopteris filix-mas and related taxa in North America. Can J Bot 52: 1923-1926., Tryon & Tryon 1982TRYON RM & TRYON AF. 1982. Dryopteridaceae. In the Ferns and Allied Plants. New York: Springer-Verlag, p. 454-627., Tryon & Lugardon 1991TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429., Lee & Park 2014LEE SJ & PARK CW. 2014. Spore morphology of the genus Dryopteris Adans. (Dryopteridaceae) in Korea. J Plant Biol 57: 302-311.).

Crane was the first who studied spores of the Dryopteris genus from North America (1953, 1955, 1956, 1960). He made a key for North American species based on the characters of the spores. Some of these characters, such as the presence or absence of spines, spore size and the size and number of folds are very valuable, since they help to easily differentiate some species from others. Britton & Jermy (1974)BRITTON DM & JERMY AC. 1974. The spores of Dryopteris filix-mas and related taxa in North America. Can J Bot 52: 1923-1926., on the other hand, showed that the spores of D. filix-mas from the United States, Canada and Mexico have a background pattern of the perispore which is anastomosed or reticuled.

Only a few studies using SEM have been carried out on the spores of the genus in South America. The spores of D. filix-mas have only been illustrated from Argentina by de la Sota et al. (1998)DE LA SOTA ER, PONCE MM, MORBELLI MA & CASSÁ DE PAZOS LA. 1998. Pteridophyta. In: Correa MN (Ed), Flora Patagónica. Colecc Ci INTA 8: 308-311. and they have been characterized as greenish brown and with crestate perispore. The spores of D. patula have been described by Prado et al. (2014)PRADO J, HIRAI RY & SMITH AR. 2014. Dryopteris huberi (Dryopteridaceae), an overlooked species, and a key for the species of Dryopteris in Brazil. Brittonia 66(4): 340-346. with material from Brazil as ellipsoidal, rugose and having long broad folds. Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429. have observed the spores of this species with material from Mexico as inflated tubercles with fine, superficial ridges. The spores of D. wallichiana from Mexico and Peru have been described by Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429. as long inflated folds, forming the rugate surface. Narváez et al. (2008)NARVÁEZ PL, MARTÍNEZ OG & DE LA SOTA ER. 2008. Gametofitos y esporofitos jóvenes de Dryopteris wallichiana (Spreng.) Hyl. (Dryopteridaceae- Pteridophyta). Bot Complut 32: 85-90. have mentioned the spores of this species from Argentina as dark brown and rugulate, having wide rounded usually anastomosed folds and forming short rounded reticles.

However, TEM studies of the genus have not been carried out in America yet. The spores of D. filix-mas from France have been studied with TEM by Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429.. These authors have described the spores as having a plain exospore and a perispore of one cavate layer usually showing short scales below.

The spores of the species growing in Argentina have scarcely been studied with SEM and have not been studied with TEM yet. Besides, the sporoderm demands for a thorough study in order to define its ultrastructure and complexity. The aim of this work was to analyze the morphology and ultrastructure of the spores of the genus Dryopteris in continental Argentina with LM, SEM and TEM.

MATERIALS AND METHODS

The study was done with herbarium material from the following Argentine institutions: BA, BAB, BCRU, CTES and LP (Thiers 2016THIERS B. 2016 Index Herbariorum: A Global Directory of Public Herbaria and Associated Staff. New York Botanical Garden’s Virtual Herbarium.).

The spores were studied with Light Microscope (LM) and Scanning Electron Microscope (SEM) and Transmission Electron Microscope (TEM). After LM and SEM analysis, D. patula and D. wallichiana were selected as representative for the study with TEM.

For the analysis with LM, the material was acetolized according to the method of Erdtman (1960)ERDTMAN G. 1960. The acetolysis method: a revised description. Sven Bot Tidskr 54: 561-564.. For the study with SEM, the spores without treatment were placed into stubs with adhesive double-faced tape and coated with gold. For the TEM analysis, the material was treated following the technique of Rowley & Nilsson (1972)ROWLEY JR & NILSSON S. 1972. Structural stabilization for electron microscopy of pollen from herbarium specimens. Grana 12(1): 23-30.: it was rehydrated with 0.1 M buffer and with 1% Alcian Blue (AB) for 2 hours; then the material was fixed with 1% glutaraldehyde + 1% AB in phosphate buffer for 12 hours; then it was washed for 15 minutes in phosphate buffer and postfixed with 1% Osmium tetraoxide in water + AB for 2 hours. The spores were dehydrated in an acetone series (30-100%) and subsequently embedded in a mixture of Spurr resin. The semi-thin sections 3 μm thick were stained with Toluidine blue and observed with LM. The ultrathin sections were stained with Uranyl acetate for 15 minutes followed by Lead citrate for 3 minutes.

The observations were made with a Zeiss EM 109T with Gatan ES1000W digital camera from the Instituto de Biología Celular, Facultad de Medicina, Universidad de Buenos Aires, a JEOL JSMT-100 SEM from the Museo de Ciencias Naturales de La Plata and a Nikon E200 from Cátedra de Morfología Vegetal, Facultad de Ciencias Naturales and Museo, Universidad Nacional de La Plata.

The following characteristics were analyzed: shape, equatorial and polar diameters, laesura, ornamentation and ultrastructure. For the description of the spores, the terms proposed by Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429. were used.

Material studied

D. filix-mas: Argentina, Neuquén, Los Lagos, Villa Puerto Manzano, 1975, Diem 3606 (BAB); 04/05/1973, Diem 3596 (LP); Argentina, Neuquén, Península Quetrihué, Arroyo from Laguna Hua-Huán, 2005, Puntieri, Grosfeld and Passo 547 (BCRU).

D. patula: Argentina, Salta, Orán, path of the Bermejo River to Pescado River passing by Yaculika, 27/05/1971, Legname and Cuezzo 8299 (LP); Argentina, Salta, Santa Victoria, ravine road from Baritú to Lipeo, 14/07/1999, Martínez and Ganem 153 (CTES); Argentina, Tucumán, Monteros, Los Morteritos, 20/07/1920, Schreiter 1188 (BA).

D. wallichiana: Argentina, Catamarca, Andalgalá, Laguna Grande, 02/05/1915, Jorgensen 1493 (BA); Andalgalá, Esquina Grande, 1920, Schreiter 1180 (BA); Argentina, Tucumán, Tafí Viejo, La Lagunita, 10/04/1912, Rodríguez 481 (BA); Argentina, Salta, Anta, Parque Nacional El Rey, Arroyo Los Puestos, 17/07/1979, Brown 969 (LP); Argentina, Jujuy, Ledesma, Parque Nacional Calilegua, 2016, Luna, Arana and Ganem 1905a (LP); Argentina, Jujuy, Santa Bárbara, Sierra de Santa Bárbara, 13/12/1962, de la Sota 2922 (LP).

RESULTS

Morphology

Dryopteris filix-mas: the spores are monolete, bilateral, light brown and ellipsoidal in polar view (Fig. 1b, c). In equatorial view, they are plane-concave to convex (Fig. 1a). The major equatorial diameter is 43-63 µm, the minor equatorial diameter is 29-40 µm, the polar diameter is 28-45 µm, and the laesura is of 31-42 µm long. The perispore is the ornamented wall and the sculpture is rugate. The folds are inflated and variable in shape and size, from subglobose (Fig. 1c) to elongate (Fig. 2c) in the distal polar view, with rounded apices 2.1-7.1 µm high. In equatorial view, large folds are observed at the edges (Figs. 1a, 2a) while in proximal polar view (SEM) these folds are seen adjacent with the laesura (Fig. 2b). The perispore surface is rugulate with small folds which are partially or totally fused forming an irregular reticulum (Fig. 2d). The perispore is sometimes seen detached or broken (Fig. 2b).

Figure 1
Spores of Dryopteris with LM. a-d: D. filix-mas. a. Spore in equatorial view. Large folds are observed at the edges. b. Spore in proximal view. c. Spore in distal view. Large folds are observed at the edges and subglobose folds in the center. d. Collapsed spore, twisted, with big folds. e-h: D. patula. e. Spore in equatorial view. Long folds in the edges are evident. f. Spore in proximal view with wide folds. g. Spore in distal view with coarse folds. h. Globose spore with large folds. i-l: D. wallichiana. i. Spore in equatorial view with long and branched folds. j. Spore in proximal view with long folds in the edges. k. Spore in distal view. Inflated, subglobose folds are observed. l. Abnormal spore with triangular shape. Scale bars: a-l = 10 µm.
Figure 2
Spores of Dryopteris with SEM. a-d: D. filix-mas: a. Spore in equatorial view with inflated, subglobose folds at the center (arrowhead) and large folds at the edges (arrow). b. Spore in proximal view. Large folds at the edge are associated to the laesura (arrows). c. Spore in distal view with elongated folds (arrowhead). d. Rugulate perispore surface. e-h: D. patula e. Spore in equatorial view. Coarse, elongated folds are observed. f. Spore in proximal view. g. Spore in distal view. Coarse folds are observed. h. Sporoderm fracture. Smooth exospore (E) below, base of the fold (asterisk) above. Scale bars: a-c, e-g = 10 µm; d, h = 5 µm.

Dryopteris patula: The spores are monolete, bilateral, dark brown and ellipsoidal in polar view (Fig. 1f, g). In equatorial view, they are plane-concave to convex (Fig. 1e). The major equatorial diameter is 40-54 µm, the minor equatorial diameter is 28-40 µm, the polar diameter is 29-39 µm, and the laesura is of 17-32 µm long. The perispore is the ornamented wall. The sculpture is rugate. The folds are coarse, slightly low and long or sometimes high and short. Partially to totally fused. They are 0.9-5.1 µm high and 1.7-11.9 µm width (Figs. 1e-g, 2e-g). The perispore surface is finely rugulate (Fig. 3c) or rugulate-foveolate (Fig. 3a, b) with usually small rounded depressions. Often, this surface looks broken (Fig. 2h). A few spheroids are observed on the perispore surface (Fig. 3a).

Figure 3
Spores of Dryopteris with SEM. a-c: D. patula a. Spheroid at the perispore surface is observed (arrow). b. Foveolate perispore surface. Small depressions (arrowheads) are seen. c. Rugulae (arrowhead) are seen in the perispore surface. A coarse fold branched is observed. d-h: D. wallichiana d. Spore in equatorial view with elongated folds forming irregular reticulum. e. Spore in proximal view. Inflated, subglobose folds are seen. f. Spore in distal view. Subglobose, inflated, elongated folds are observed. g. Rugulate perispore surface. h. Sporoderm fracture. The base of fold (white asterisk) covers the smooth exospore (black asterisk). The fold cavity (fc) is observed. Scale bars: a-c, g-h = 5 µm; d-f =10 µm.

Dryopteris wallichiana: The spores are monolete, bilateral, light brown and ellipsoidal in polar view (Fig. 1j, k). In equatorial view, they are plane-concave to convex-hemispheric (Fig. 1i). The major equatorial diameter is 39-57 µm, the minor equatorial diameter is 27-37 µm, the polar diameter is 28-39 µm, and the laesura is of 22-36 µm long. The perispore is the ornamented wall. The sculpture is rugate. The folds are lax to compact, short and subglobose in proximal polar view (Fig. 3e), and they are elongated, linear, sinuous or branched in Y-shape in distal polar view and equatorial view (Fig. 3d, 3f). The folds are 3.1-5.4 µm high and 1.9-5.6 µm wide. They are partially or totally fused forming reticulum (Figs. 1i-k, 3d-f). The perispore surface is rugulate (Fig. 3g), with very small folds fused partially or totally forming a complete and incomplete reticulum. The perispore is sometimes seen detached or broken (Fig. 3h).

Observations: some abnormalities such as aborted, immature, globose, triangular, twisted or collapsed spores were observed in some specimens of D. filix-mas (Fig. 1d), in a very few specimens of D. patula (Fig. 1h) and in most specimens of D. wallichiana (Fig. 1l). What these abnormalities have in common is that they show larger folds than the typical ones.

Ultrastructure

D. patula: the exospore is 0.36-0.64 µm thick and composed of two layers, the inner one which is 0.03-0.15 µm thick is more contrasted than the outer which is 0.25-0.52 µm thick (Fig. 4b). It widens at the base of the laesura. Simple and branched channels were observed in the outer (Fig. 4d) and inner exospore (Fig. 4e).

Figure 4
Spores of Dryopteris patula with TEM. a. The folded perispore is observed. The white arrow shows the base of the fold and the black arrow shows the outer perispore. E: exospore. iP: perispore. b. Wall stratification. The outer exospore (oE) is less contrasted than the inner exospore (white arrow). The outer perispore (black arrow) is less contrasted that the inner perispore (iP) and covers it. c. Section through the laesura. The exospore (E) is less contrasted than the inner perispore (iP). The black arrow shows the outer perispore. A supralaesural fold (white arrow) is observed. d. The sporoderm is seen in section. The outer perispore (arrows) covers the inner perispore (iP) both outside the fold as fold cavity (fc). Simple channel (arrowhead) in the outer exospore (oE) is observed. e. Section through the laesura (L). Simple (arrowheads) and branched (arrow) channels are observed in the inner exospore (E). Scale bars: a = 1 µm; b, c = 0.5 µm; d, e = 0.2 µm.

The perispore is 0.07-1.04 µm thick and is composed of two layers (Fig. 4a-d). The inner layer 0.05-1 µm thick is more contrasted than the exospore. The outer layer, 0.01-0.2 µm thick, is less contrasted than the inner one and it covers the folds on their outside and inside (Fig. 4a-d).

The laesura usually has an associated supralaesural fold (Fig. 4c).

D. wallichiana: The exospore is 0.79-1.32 µm thick and it is composed of two layers: the inner, 0.06-0.51 µm thick, is more contrasted that the outer one which is 0.42-1.26 µm thick (Fig. 5a, b). It widens at the base of the laesura (Fig. 5b). Simple and branched channels were observed in the inner exospore (Fig. 5d).

Figure 5
Spores of Dryopteris wallichiana with TEM. a. The folded perispore is observed. The arrowhead shows the base of the fold. The asterisk shows outer exospore and the arrow shows inner exospore. P: perispore. b. The laesura is seen in section. The outer exospore (oE) is less contrasted than the inner exospore (iE). The inner perispore (iP) is more contrasted than the outer perispore (black arrow). A supralaesural fold (white arrow) with fold cavity (arrowhead) is observed. c. Section through the sporoderm. The outer perispore (arrows) covers the inner perispore (iP) both outside the fold as fold cavity (fc). E: exospore. d. Simple (arrowheads) and branched (arrow) channels is observed in the inner exospore (E). e. A spheroid (S) is seen in the perispore surface. It has contrast and structure as the perispore. iP: inner perispore. oP: outer perispore. f. A scale (arrowhead) is seen on the perispore. P: perispore. Scale bars: a = 3 µm; b, e = 1 µm; c, d, f = 0.2 µm.

The perispore is 0.28-2.22 µm thick and it is composed of two layers. The inner layer is 0.25-2.2 µm thick and it is more contrasted than the exospore (Fig. 5c). The outer layer is 0.02-0.25 µm thick, it is less contrasted than the inner one (Fig. 5b, 5e) and it covers the folds on the outside as well as the inside (Fig. 5c). Several small portions of membranes (scales) are on the perispore (Fig. 5f). Spheroids with similar contrast to the perispore can also be observed on the perispore surface (Fig. 5e).

The laesura usually has an associated supralaesural fold (Fig. 5b).

DISCUSSION

According to Crane (1960)CRANE FW. 1960. A key to American Dryopteris species based on characters of the perispore. Amer Fern J 50: 270-275., the spores of D. filix-mas are easily distinguishable from other North American species by their large size, few, small, rounded and scattered folds and lack of spinules. However, the same characters do not serve to distinguish D. filix-mas from others species analyzed here, since they have very similar characters, regarding the size of the spore and shape of the folds.

The spores of D. patula analyzed by Hernández-Hernández et al. (2009)HERNÁNDEZ-HERNÁNDEZ V, TERRAZAS T & DELGADILLO MOYA C. 2009. The Dryopteris patula complex (Dryopteridaceae) in Mexico: morphometric analyses. Bol Soc Bot Mexico 85: 103-112. from Mexico differ from the specimens studied in this work by about 20 µm less in equatorial major diameter. Prado et al. (2014)PRADO J, HIRAI RY & SMITH AR. 2014. Dryopteris huberi (Dryopteridaceae), an overlooked species, and a key for the species of Dryopteris in Brazil. Brittonia 66(4): 340-346. have described the spores of this species with material from Brazil as ellipsoidal, rugose and with long broad folds. Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429. observed the spores of this species with material from Mexico and described them as inflated tubercles with fine, superficial ridges. However, in our opinion the ornamentation of this species is rugate not tuberculated since, according to our analysis with TEM, the ornamentation is formed by hollow folds and not by tubercles, a projection that we considered having an inner solid structure.

Narváez et al. (2008)NARVÁEZ PL, MARTÍNEZ OG & DE LA SOTA ER. 2008. Gametofitos y esporofitos jóvenes de Dryopteris wallichiana (Spreng.) Hyl. (Dryopteridaceae- Pteridophyta). Bot Complut 32: 85-90. analyzed the spores of D. wallichiana from Northwest Argentina with SEM and described them as monolete, dark brown, rugate, with wide and rounded usually anastomosed folds forming a short rounded reticulum, with similar characteristics to those studied in this work.

The perispore surface of D. patula analyzed here, is finely rugulate or rugulate-foveolate while for D. wallichiana is only finely rugulated with very small folds forming complete and incomplete reticulum, unlike Tryon & Tryon (1982)TRYON RM & TRYON AF. 1982. Dryopteridaceae. In the Ferns and Allied Plants. New York: Springer-Verlag, p. 454-627. which only mentions a finely rugulose pattern for both species.

Lee & Park (2014)LEE SJ & PARK CW. 2014. Spore morphology of the genus Dryopteris Adans. (Dryopteridaceae) in Korea. J Plant Biol 57: 302-311. who analyzed the spore morphology of Dryopteris from Korea, described three perispore types (rugate, echinate and spinose) and three surface types (reticulate, granular and smooth) in contrast with spores analyzed in this work, with only one perispore type (rugate) and two surface types (rugulate and foveolate). Therefore, none of the authors who have previously studied the genus have observed a foveolated surface as we have done so in D. patula spores.

When comparing the spores of the species studied, it is evident that it is difficult to differentiate them at first sight. With LM, the color is the only significant characteristic which differentiates D. patula from the other species. Regarding the ultrastructure, species studied in this work are very similar in their stratification and structure.

Thus, in our opinion, the most appropriate way to evidence their different characteristics is to analyze the spores with SEM, since their main differences lie in the size of the folds and the perispore surface. In D. filix-mas, large folds are observed at the edges and these folds are seen adjacent with the laesura. The folds of D. patula are slightly low, long and finely rugulate or rugulate foveolate while those of D. wallichiana are short, subglobose, branched with a perispore surface rugulate with very small folds fused partially or totally forming a complete and incomplete reticulum.

When Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429. studied the spores of Dryopteris, they mentioned that in mature spores, the surface is often partially fragmented. Likewise, we frequently observed broken folds in the spores analyzed with SEM. This condition may be due to the thickness of the perispore wall and the fact that the folds are hollow inside not offering enough resistance to the compression suffered in the SEM methodology.

Tryon & Lugardon (1991)TRYON AF & LUGARDON B. 1991. Spore of Pteridophyta. New York: Springer-Verlag, p. 422-429. analyzed with TEM the spores of D. affinis (Lowe) Fraser-Jenk., D. carthusiana (Vill.) H. P. Fucks, D. filix-mas and D. sabaei (Franch. & Sav.) C. Chr. from France and determined that the perispore is composed of one cavate layer, while Tryon & Tryon (1982)TRYON RM & TRYON AF. 1982. Dryopteridaceae. In the Ferns and Allied Plants. New York: Springer-Verlag, p. 454-627. analyzed with SEM the spores of D. cinnamomea (Cav.) C. Chr. from Mexico and determined that the perispore is formed of two strata, a slightly rugose inner part and the inflated outer perispore layer. However, the ultrastructural studies which were carried out for this work, allowed us to determinate that the perispore is composed of two layers. The inner part described by these authors corresponds to the outer and inner perispore layers at the base of the fold. The perispore outermost layer covers all the outer and inner surfaces.

Spore abnormalities are frequents in ferns. They were reported in genera like Ceratopteris (Hickok & Klekowski 1973HICKOK LG & KLEKOWSKI E. 1973. Abnormal reductional and non-reductional meiosis in Ceratopteris: alternatives to homozygosity and hybrid sterility in homosporous ferns. Amer J Bot 60: 1010-1022.), Gymnocarpium (Pryer & Britton 1983PRYER KM & BRITTON DM. 1983. Spore studies in the genus Gymnocarpium. Can J Bot 61: 377-388.), Thelypteris (Nakato et al. 2012NAKATO N, OOTSUKI R, MURAKAMI N & MASUYAMA S. 2012. Two types of partial fertility in a diploid population of the fern Thelypteris decursive-pinnata (Thelypteridaceae). J Plant Res 125: 465-474.) and Anemia (Ramos Giacosa 2014RAMOS GIACOSA JP. 2014. Abnormal spore morphology and wall ultrastructure in Anemia tomentosa var. anthriscifolia and A. tomentosa var. tomentosa (Anemiaceae). Plant Syst Evol 300: 1571-1578.).

Crane (1953)CRANE FW. 1953. Spore studies in Dryopteris, I. Amer Fern J 43: 159-169. was among the first authors who studied the hybrids in Dryopteris and he observed that hybrids are easily recognized for their particular production of spores. Wagner & Chen (1965)WAGNER JR WH & CHEN KL. 1965. Abortion of spores and sporangia as a tool in the detection of Drypteris hybrids. Am Fern J 55(1): 9-29. proposed that the largest abnormalities of spore morphology of sterile hybrids in Dryopteris are: 1) size (large size, with large numbers of small and unusual spores present); 2) shape (some spores are not typically kidney-lined, there are also spherical, twisted, square or triangular ones); 3) color (some spores are not transparent enough to show the exospore, they are too dark). Taking into account the abnormalities mentioned by Wagner & Chen (1965), we found that some specimens of D. filix-mas, very few specimens of D. patula and most specimens of D. wallichiana have spores with different sizes (some very large and others very small), with irregular shapes (some are triangular or twisted and others globose) or collapsed. Additionally, larger folds than the typical ones were observed.

With all evidence previously mentioned regarding the tendency to hybridize, apogamic species and the ploidy level recorded in the genus, it could be possible that some of these issues are occurring in some of the studied species which would be causing the abnormalities observed in this work. Nevertheless, would be important carry out cytological studies on these species to try to explain their difference in size and to verify the hybridity and/or polyploidy in this region.

CONCLUSIONS

The spore morphology and ultrastructure of the species are very similar. The exospore is smooth and the folded perispore forms the ornamented wall. The ornamentation similarities among the spores of the genus Dryopteris in continental Argentina are evident, even when the folds are very variable in size and length. Differences observed are regarding the length and thickness of the perispore folds, hence, the shape of the folds vary from short and small to elongated and coarse. Although these characteristics are mainly evidenced with SEM, with LM the outstanding feature is D. patula dark brown color.

The exospore as well as the perispore are two-layered. The inner layer is more contrasted both in the exospore and the perispore. The inner perispore is the layer that forms the ornamentation and the outer covers all the outer and inner surfaces.

Although there are no significant differences in size, the greatest differences are established between D. filix-mas and D. patula. These differences are given in the major equatorial diameter and the length of the laesura, where the spores of D. filix-mas are 10 µm larger in both characteristics; but more specimens must be analyzed to check the differences.

The characteristics of these spores would not provide relevant information to differentiate species or sections within the genus, however, they would do so to analyze phylogenetic relationships with other groups as well as to detect alterations in the biological cycles.

The morphology of these taxa is highly variable within each species and may be due to the frequent occurrence of apogamy, hybridity and/or polyploidy. Therefore, cytogenetic studies are required for elucidate this intraspecific variability.

ACKNOWLEGMENTS

The authors are grateful to the herbaria that supplied the studied material. This work was supported by grants from Universidad Nacional de La Plata (projects N725 and PPID N029).

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Publication Dates

  • Publication in this collection
    17 Aug 2020
  • Date of issue
    2020

History

  • Received
    06 Aug 2018
  • Accepted
    02 May 2019
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