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Distribution pattern in the rupiculous genus Orthophytum (Bromelioideae/Bromeliaceae) reveals high microendemicity in different types of rocky outcrops

Abstract

This study aimed to recognize the biogeographic patterns, richness, and diversity levels of the Brazilian endemic genus Orthophytum and identify their biotic components through a parsimony analysis of endemicity (PAE), to better understand the evolutionary history of this group and develop strategies for the conservation of its species. We prepared a database for the 54 currently known species of Orthophytum, including their geographical locations as obtained from digital databases of the principal herbaria of Brazil, Europe, and the USA. A parsimony analysis of endemicity (PAE) was used to delimit the areas of endemism based on two grids’ sizes (1º x 1º and 2º × 2º). The majority rule consensus tree resulting from the PAE indicated three areas of endemism with high bootstrap, diversity, and richness indices: the northern portion of the Espinhaço Range, the southern portion of the Espinhaço Range, and the central portion of the Atlantic Forest. The recognition of those distribution patterns reveals a high number of microendemic species, which is discussed here.

Key words
Bromelioideae; Areas of Endemism; Rocky outcrops; Microendemism; PAE; Poales

INTRODUCTION

The patterns and processes of biotic distribution, also known as biogeographic patterns (Morrone 2009MORRONE JJ. 2009. Evolutionary biogeography: an integrative approach with case studies. New York: Columbia University Press.), play important roles in understanding the evolution of biodiversity, and represent essential elements for the reconstruction of the Earth’s geological history. Those patterns are related to the organization and distribution of groups of organisms in geographic space, which can be approached in many different ways as well as at different scales. Important historical and biogeographic factors are believed to influence those patterns, such as dispersal, vicariance, and extinction (Morrone 2009MORRONE JJ. 2009. Evolutionary biogeography: an integrative approach with case studies. New York: Columbia University Press.). Additionally, diverse ecological processes may also play relevant roles in shaping the geographic distributions of plants observed today (Wiens & Donoghue 2004WIENS JJ & DONOGHUE MJ. 2004. Historical biogeography, ecology and species richness. Trends Ecol Evol 19(12): 639-644.) – with environmental factors affecting their spatial distributions and consequently their richness and species compositions. It is therefore necessary to analyze multiple variables in biogeographic studies, such as water availability, elevation, temperature, and edaphic features (Pausas & Austin 2001PAUSAS JG & AUSTIN MP. 2001. Patterns of plant species richness in relation to different environments: an appraisal. J Veg Scienc 12(2): 153-166., Austin 2013AUSTIN MP. 2013. Vegetation and environment: discontinuities and continuities. In: Van Der Mareel E & Franklin J (Eds), Vegetation Ecology, 2nd ed.), as those climatic or physical features can function as barriers that prevent certain organisms from colonizing certain habitats (Wiens & Donoghue 2004WIENS JJ & DONOGHUE MJ. 2004. Historical biogeography, ecology and species richness. Trends Ecol Evol 19(12): 639-644., Wiens 2011WIENS JJ. 2011. The niche, biogeography and species interactions. Philos Trans R Soc B: Biol Scien 1576(366): 2336-2350.).

One of the tools used in historical biogeography to investigate the natural distribution patterns of organisms is Parsimony Analysis of Endemicity (PAE) (e.g., Silva & Oren 1996SILVA JMC & OREN DC. 1996. Application of parsimony analysis of endemicity in Amazonian biogeography: an example with primates. Bio J Linn Soc 59: 427-437., Posadas & Miranda-Esquivel 1999POSADAS P & MIRANDA-ESQUIVEL DR. 1999. El PAE (Parsimony Analysis of Endemicity) como una herramienta en la evaluación de la biodiversidad. Rev Chill Hist Nat 72: 539-546., Garcia-Barros et al. 2002, Manrique et al. 2003MANRIQUE CE, DURÁN R & ARGÁEZ J. 2003. Phytogeographic analysis of taxa endemic to the Yucatan Peninsula using geographic information systems, the domain heuristic method and parsimony analysis of endemicity. Divers Distrib 9(4): 313-330., Rovito et al. 2004ROVITO SM, ARROYO MT & PLISCOFF P. 2004. Distributional modelling and parsimony analysis of endemicity of Senecio in the Mediterranean-type climate area of Central Chile. J Biogeogr 31(10): 1623-1636., Sigrist & Carvalho 2008SIGRIST MS & CARVALHO CJBD. 2008. Detection of areas of endemism on two spatial scales using Parsimony Analysis of Endemicity (PAE): the Neotropical region and the Atlantic Forest. Biota Neotrop 8: 33-42.). PAE basically consists of classifying areas of endemism and constructing cladograms based on the parsimonious cladistic analysis of presence-absence matrices of species. An area of endemism is defined when the distributions of different endemic species converge to the same region (Morrone 1994MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441., Szumik et al. 2002SZUMIK CA, CUEZZO F, GOLOBOFF PA & CHALUP AE. 2002. An optimality criterion to determine areas of endemism. Syst Bio, 51(5): 806–816.). The identification of such areas provide important information for the field of biogeography and for studies of biodiversity conservation, and can contribute to effective conservation planning. Congruent occurrence patterns can easily be recognized where endemic species (those found only in an exclusive region) are frequent, and can be delimited to propose areas of endemism and then analyze their inter-relationships (Szumik et al. 2002SZUMIK CA, CUEZZO F, GOLOBOFF PA & CHALUP AE. 2002. An optimality criterion to determine areas of endemism. Syst Bio, 51(5): 806–816., Morrone 1994MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441.).

The Neotropical biogeographical region (which stretches from Mexico to southern South America) comprises tremendous taxonomic and habitat diversity as well as a complex geological history (Morrone 2009MORRONE JJ. 2009. Evolutionary biogeography: an integrative approach with case studies. New York: Columbia University Press.). Most studies of distributional patterns and areas of endemism in this region have been based on relatively well studied animal groups (see Cracraft 1985CRACRAFT J. 1985. Historical biogeography and patterns of differentiation within the South America avifauna: areas of endemism. Ornithol Monogr 36: 49-84., Silva 1995SILVA JMC. 1995. Biogeography analysis of the South American Cerrado avifauna. Steenstrupia 21: 49-67., Amorim & Pires 1996AMORIM DS & PIRES MRS 1996. Neotropical biogeography and a method for maximum biodiversity estimation. In Bicudo CEM & Menezes WA (Eds), Biodiversity in Brazil, a first approach. São Paulo: CNPq, 326 p., Ron 2000RON SR. 2000. Biogeographic area relationships of low land Neotropical rainforests based on raw distributions of vertebrate groups. Biol J Linn Soc 71(3): 379-402., Costa et al. 2000COSTA LP, LEITE YLR, FONSECA GAB & FONSECA MT. 2000. Biogeography of South American forest mammals: endemism and diversity in the Atlantic forest. Biotropica 32: 872-881., Silva & Oren 1996SILVA JMC & OREN DC. 1996. Application of parsimony analysis of endemicity in Amazonian biogeography: an example with primates. Bio J Linn Soc 59: 427-437.) or on tree species (see de Lima et al. 2020DE LIMA RAF, SOUZA VC, DE SIQUEIRA MF & TER STEEGE H. 2020. Defining endemism levels for biodiversity conservation: tree species in the Atlantic Forest hotspot. Bio Conserv 252: 108825., Françoso et al. 2016FRANÇOSO RD, HAIDAR RF & MACHADO RB. 2016. Tree species of South America central savanna: endemism, marginal areas and the relationship with other biomes. Acta Bot Bras 30: 78-86. https://doi. org/10.1590/0102-33062015abb0244., ter Steege et al. 2013TER STEEGE H ET AL. 2013. Hyperdominance in the Amazonian tree flora. Science 342(6156): 1243092., 2015TER STEEGE H ET AL. 2015. Estimating the global conservation status of more than 15,000 Amazonian tree species. Sci Adv 1(10): e1500936.). Despite the crucial importance of non-tree plants for understanding biodiversity and ecosystem functioning, there are still large gaps in our knowledge of their distributions in the Neotropics. One of the most species-rich and ecologically important non-tree monocotyledonous families in the Neotropics – Bromeliaceae Juss. (Smith & Downs 1974SMITH LB & DOWNS RJ. 1974. Pitcairnioideae (Bromeliaceae). Flora Neotropica Monograph No 14 Part 1. New York: Hafner Press.). The family comprises 83 genera and approximately 3.744 species (Butcher & Gouda 2023BUTCHER D & GOUDA E. 2023. A list of accepted Bromeliaceae names. Available in: http://bromNames.florapix.nl. Access in: May 2022.
http://bromNames.florapix.nl...
, Last Access May 2023), and includes epiphytic, saxicolous, and terrestrial life forms that occupy a wide variety of habitats from sea level up to 4000 meters above sea level (masl) (Benzing 2000BENZING DH. 2000. Bromeliaceae: profile of an adaptive radiation. Cambridge: University Press, 656 p., Butcher & Gouda, Last Access May 2023).

One of the first divergent lineages of the Bromelioideae (the second largest clade of the family) to experience considerable diversification in (what is today) Brazil was the genus Orthophytum Beer, which is saxicolous (rarely terrestrial) and endemic to the eastern region of that country. Orthophytum comprises 54 species (Louzada 2020LOUZADA RB. 2020. Orthophytum in Flora do Brasil 2020. Jardim Botânico do Rio de Janeiro. Available in: http://floradobrasil.jbrj.gov.br/reflora/floradobrasil/FB6274. Access in: May 2022.
http://floradobrasil.jbrj.gov.br/reflora...
) that inhabit different types of rocky outcrops: granitic inselbergs in the Atlantic Forest and Caatinga domain and rocky quartzite outcrops in Campos Rupestres (rocky altitudinal fields) along the Espinhaço Range (Louzada & Wanderley 2010LOUZADA RB & WANDERLEY MGL. 2010. Revision of Orhophytum (Bromeliaceae): The species with sessile inflorescences. Phytotaxa, 13: 1-26.). Martinelli et al. (2008)MARTINELLI G, VIEIRA CM, GONZALEZ M, LEITMAN P, PIRATININGA A, DA COSTA AF & FORZZA RC. 2008. Bromeliaceae da Mata Atlântica Brasileira: Lista de éspecies, distribuição e conservação. Rodriguésia 59(1): 209-258. indicated a possible center diversity of the genus in the Atlantic Forest, where its species usually inhabit inselbergs and rock outcrops and are often restricted to small geographic areas (with many microendemic taxa). Those environments, which are spatially and ecologically isolated, exhibit barriers to dispersal and migration, and evidence high levels of species diversity and endemism (Echternacht et al. 2011ECHTERNACHT L, TROVÓ M, OLIVEIRA CT & PIRANI JR. 2011. Areas of endemism in the Espinhaço Range in Minas Gerais, Brazil. Flora 206: 782-791.).

Studies of bromeliad species adapted to neotropical rock outcrops have already improved the understanding of speciation and the processes of endemicity in naturally isolated environments (Barbará et al. 2009BARBARÁ T, MARTINELLI G, PALMA-SILVA C, FAY MF, MAYO SJ & LEXER C. 2009. Genetic relationships and variation in reproductive strategies in four closely related bromeliads adapted to neotropical ‘inselbergs’: Alcantarea glaziouana, A. regina, A. geniculata and A. imperialis (Bromeliaceae). Ann Bot 103: 65-77., Palma-Silva et al. 2011PALMA-SILVA C, WENDT T, PINHEIRO F, BARBARÁ T, FAY MF, COZZOLINO S & LEXER C. 2011. Sympatric bromeliad species (Pitcairnia spp.) facilitate tests of mechanisms involved in species cohesion and reproductive isolation in Neotropical inselbergs. Mol Ecol, 20: 3185-3201.). However, despite the immense importance of non-arboreal plants to understanding biodiversity, ecosystem functioning, and macroevolutionary and macroecological processes, there are still large gaps in the knowledge of how they are distributed in the Neotropics (Engemann et al. 2015ENGEMANN K, ENQUIST BJ, SANDEL B, BOYLE B, JORGENSEN PM, MORUETA-HOLME N, PEET RK, VIOLLE C & SVENNING J. 2015. Limited sampling hampers “big data” estimation of species richness in a tropical biodiversity hostpot. Ecol Evol 5(3): 807-820. https://doi.org/10.1002/ece3.1405.
https://doi.org/10.1002/ece3.1405...
).

In order to better understand the processes that led to the considerable diversification of Orthophytum, it will be necessary to use biogeographic reconstruction analysis and formulate hypotheses concerning the ancestral area of the genus, when it emerged, how its dispersal occurred, and how some species became fixed in restricted regions. Biogeography is used to document and understand the spatial patterns of biodiversity, species interactions and their organization, as well as spatial processes (Brown & Lomolino 1998BROWN JH & LOMOLINO MV. 1998. Biogeography. 2nd ed, Ribeirão Preto: Funpec Editora, 691 p., Troppmair 2002TROPPMAIR H. 2002. Biogeografia e Meio Ambiente. 5ª ed., Rio Claro: Technical Books Editora, 252 p.). Therefore, in addition to supporting an understanding of the evolution of different plant groups, biogeography can help reduce biodiversity losses by indicating potential areas for species preservation (Goldani 2012GOLDANI Â. 2012. A importância da Biogeografia Histórica na conservação: exemplos de Análise de Parcimônia de Endemismo e Panbiogeografia na região Neotropical. Rev Eletr Bio 5: 119-136.).

We tested here the hypothesis that the Espinhaço Mountain Range and the Atlantic Forest in Brazil are areas of endemism of Orthophytum, and that microendemism is the predominant pattern in the genus. To test that hypothesis, we sought to identify distribution patterns, richness, diversity, and use parsimony analysis of endemicity (PAE) to identify areas of endemism and their biotic components.

The identification of areas of endemism and testing them as evolutionary geographical units are the first steps towards the development of a cladistic biogeography. At the same time, biogeography can improve our knowledge of the evolutionary history of this group and help future researchers develop conservation strategies for its species.

MATERIALS AND METHODS

Taxa and Data collection

The geographic coordinates of Orthophytum specimens were obtained from the Global Biodiversity Information Facility (https://www.gbif.org/), CRIA-speciesLink (http://www.splink.org.br/) and Reflora Virtual Herbarium (http://floradobrasil.jbrj.gov.br/) digital databases, which include specimen records from the principal herbaria of Brazil, Europe, and the USA. Only specimens identified by specialists in the genus were used. The species included in the analysis followed the taxonomic revision of Louzada & Wanderley (2010)LOUZADA RB & WANDERLEY MGL. 2010. Revision of Orhophytum (Bromeliaceae): The species with sessile inflorescences. Phytotaxa, 13: 1-26. and the Species List of Brazilian Flora (Louzada 2020LOUZADA RB. 2020. Orthophytum in Flora do Brasil 2020. Jardim Botânico do Rio de Janeiro. Available in: http://floradobrasil.jbrj.gov.br/reflora/floradobrasil/FB6274. Access in: May 2022.
http://floradobrasil.jbrj.gov.br/reflora...
); the latter includes a new species described after the last revision. Records without original geographic coordinates were assigned to the location or municipality recorded on the specimen label. The geographic coordinates of the sample location or municipality were obtained from the GeoNames website (http://geonames.com) or by using the geoLoc tool (available from the Environmental Information Reference Center website [SpeciesLink - http://splink.cria.org.br/geoloc]). Records that could not be georeferenced to at least the municipality level, vouchers with dubious identifications or without collector number, as well as duplicates, were excluded from the dataset. After data cleaning, the dataset comprised 695 records of 54 species. The nomenclature of the species follows The International Plant Names Index (https://www.ipni.org/), Tropicos (https://www.tropicos.org/home), and New Bromeliad Taxon List digital databases (Butcher & Gouda continuously updated, last accessed in Dec 2022).

Grid size

The choice of grid cells size is decisive and important for biogeographic analysis. Several authors discussed how distinct grid sizes can affect the identification of the areas of endemism (see Morrone & Escalante 2002MORRONE JJ & ESCALANTE T. 2002. Parsimony analysis of endemicity (PAE) of Mexican terrestrial mammals at different area units: when size matters. J Biogeogr 29: 1095-1104. https://doi.org/10.1046/j.1365-2699.2002.00753.x.
https://doi.org/10.1046/j.1365-2699.2002...
, Morrone 1994MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441., Szumik et al. 2002SZUMIK CA, CUEZZO F, GOLOBOFF PA & CHALUP AE. 2002. An optimality criterion to determine areas of endemism. Syst Bio, 51(5): 806–816., Casagranda et al. 2009CASAGRANDA MD, ARIAS JS, GOLOBOFF PA, SZUMIK C, TAHER LM, ESCALANTE T & MORRONE JJ. 2009. Proximity, interpenetration and sympatry: A reply to Dos Santos et al. Syst Bio 58: 271-276., Navarro et al. 2009NAVARRO FR, CUEZZO F, GOLOBOFF PA, SZUMIK C, GROSSO ML & QUINTANA G. 2009. Can insect data be used to infer areas of endemism? An example from the Yungas of Argentina. Rev Chi Hist Nat 82: 507-522.). Usually, the use of small grid cells results in discontinuous distributions, in a more detailed resolution (where only small areas of endemism are identified) and can produce poorly resolved area cladograms. Meanwhile, large grid cells generally detected larger areas of endemism, which increases the congruence of species (many species appearing as endemic) and could camouflage disjunctions (Morrone & Escalante 2002MORRONE JJ & ESCALANTE T. 2002. Parsimony analysis of endemicity (PAE) of Mexican terrestrial mammals at different area units: when size matters. J Biogeogr 29: 1095-1104. https://doi.org/10.1046/j.1365-2699.2002.00753.x.
https://doi.org/10.1046/j.1365-2699.2002...
). Therefore, employing different grid sizes is the most suitable way to establish the results to recognize endemic areas and to be able to identify different patterns if some taxonomic groups display congruence at different scales (Aagesen et al. 2009AAGESEN L, SZUMIK C, ZULOAGA FO & MORRONE O. 2009. Quantitative biogeography in the South America highlands - recognizing the Altoandina, Puna and Prepuna through the study of Poaceae. Cladistics 25: 295-310., Casagranda et al. 2009CASAGRANDA MD, ARIAS JS, GOLOBOFF PA, SZUMIK C, TAHER LM, ESCALANTE T & MORRONE JJ. 2009. Proximity, interpenetration and sympatry: A reply to Dos Santos et al. Syst Bio 58: 271-276., Navarro et al. 2009NAVARRO FR, CUEZZO F, GOLOBOFF PA, SZUMIK C, GROSSO ML & QUINTANA G. 2009. Can insect data be used to infer areas of endemism? An example from the Yungas of Argentina. Rev Chi Hist Nat 82: 507-522.).

For all the analyses presented here (richness, diversity and PAE), we choose two sizes of grid cells, 1° x 1° (ca. 100 km x 100 km) and 2° x 2° (ca. 200 km x 200 km). The grid cells were produced using DIVA-GIS software (Hijmans 2001HIJMANS R, GUARINO L, JARVIS A & O’BRIEN R. 2001. Map anal spat data. Available in: http://www.diva-gis.org/. Access in: 2022.
http://www.diva-gis.org/...
).

Richness and diversity analysis and distribution patterns

Richness and Diversity (Shannon Index; Magurran 1988MAGURRAN AE. 1988. Diversity indices and species abundance models. Ecol Div Measur 7-45.) analyses were performed using DIVA-GIS software. The visualization of the species distribution, the maps construction and the visualization of the main conservation reserves was performed using QGIS software (QGIS Development Team 2021).

Distribution patterns were assessed based on the plotted dots on the maps, following Menini-Neto & Forzza (2013)MENINI-NETO L & FORZZA RC. 2013. Biogeography and conservation status assessment of Pseudolaelia (Orchidaceae). Bot J Linn Soc 171: 191-200., and were coded as follows: (1) widespread distribution (WD), when encountered in more than five grid squares; (2) intermediate distribution (ID), when found in two to four grid squares; (3) restricted distribution (RD), when found in only one grid square, but with more than five known sites of occurrence; and (4) microendemic distribution (MED), when restricted and exclusive to a vegetation physiognomy and found in only one grid square and only one to four known sites of occurrence.

Endemicity analyses

Morrone (1994)MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441. proposed PAE as a tool to identify endemic areas as primary biogeographic homology, using grid cells as operational units (without inferring relationships or hierarchies between areas) based on their common species, defining an endemism area as a group of grid cells of at least two taxa endemic to the region.

We draw the grid-cells on a map of Brazil, including grids only where at least one locality of one species was recorded. Visualizations of the species were also performed using the QGIS software (QGIS Development Team 2021). Based on the occurrence of the species, a presence/absence matrix (Tables III and IV) was constructed using the software Mesquite, version 3.16. (Maddison & Maddison 2021MADDISON WP & MADDISON DR. 2021. Mesquite: a modular system for evolutionary analysis. Version 3.70. Available in: http://www.mesquiteproject.org. Access in: 2022.
http://www.mesquiteproject.org...
), where the presence of a given taxon in each sampled area was coded as “1”, and the absence of that taxon was coded as “0”. A hypothetical area coded as “0” was added to the matrix as an outgroup to root the tree.

The PAE was conducted using PAUP* 4.0 software (Swofford 2003SWOFFORD DL. 2003. PAUP* - Phylogenetic Analysis Using Parsimony (*and Other Methods). Version 4. Massachusetts: Sinauer Associates.) to infer the centers of endemism and to reconstruct the most parsimonious tree, using a heuristic algorithm with 1000 replications from random additions and TBR (tree-bisection-reconnection) branch-swapping, saving two trees per replication; the same commands were used for bootstrap analysis.

Here, for more robust results, we define an endemism area when the clades in the consensus area cladograms received bootstrap support ≥ 50% and shared three or more species. The data matrix is available upon request to the corresponding author.

RESULTS

Patterns of geographic distribution, richness and diversity

We obtained a database with 692 records distributed among 54 species of Orthophytum using the parameters and methods described above. The distribution maps for all Orthophytum species are presented in Figures 4 – 10. Its species are endemic to eastern Brazil with the following limits: north, the municipality of Alcântaras, Ceara State (40°30’W, 03°34’S), where O. cearense Leme & F.Monteiro occurs; south, the municipality of Domingos Martins, Espírito Santo State (40°36’W, 20°21’S), where O. foliosum L.B.Sm. occurs; east, the municipality of Jaqueira, Pernambuco State (35°30’W, 08°25’S), where O. disjunctum L.B.Sm. occurs; and west, the municipality of Água Quente, Bahia State (44°18’W, 13°10’S), where O. harleyi Leme & M.Machado has been recorded. The species with the greatest numbers of records were O. disjunctum, O. maracasense L.B.Sm., and O. foliosum with 175, 86 and 70 records respectively. Four categories were established to represent the distribution patterns of these taxa: widespread, intermediate, restricted, and microendemic. Seven species evidenced widespread distribution patterns, 19 species have intermediated distributions, four species have restricted distributions, and 24 species evidenced a microendemic distribution pattern. The distribution patterns, number of grids, and the phytogeographical domain in which they occurred are presented in Table I for each species.

Table I
Distribution patterns of Orthophytum species with the associated vegetation and number of grids (in 2-degree grid size) that each species are present. CA: Caatinga; CE: Cerrado; AF: Atlantic Forest; MED: Microendemic Distribution; ID: Intermediated Distribution; RD: Restricted Distribution; WD: Widely Distribution.

The richness analysis found 70 grids in 1° x 1° size and 26 grids in 2° x 2° size (Fig. 1). The regions with the greatest richness are represented by the grid squares A52 and A67 in the smaller grid size (comprising together 18 species, with 7 exclusives to those areas), which coincides with the areas in the larger grid size with the A20 and A26 areas with the greatest richness (comprising together 28 species, with 14 exclusives). These areas encompassing the central portion of the Espinhaço Range (in the north of Minas Gerais, grid A52 in smaller grid size and A20 in the larger one), and the inselbergs of Espírito Santo and its boundary with Minas Gerais (grid A67 in smaller grid size and A26 in the larger one). Even the grids with low to medium richness still included exclusive species, such as grids A17 (with one exclusive species), A31 (1 sp.), A38 (2 spp.), A43 (2 spp.), A54 (2 spp.), A58 (1 sp.), A63 (1 sp.), A66 (4 spp.) and A69 (2 spp.) in the smaller grid size and A10 (2 spp.), A13 (1 sp.), A17 (2 spp.), A18 (2 spp.), A21 (2 spp.), A23 (1 sp.) and A24 (3 spp.) in the larger grid size. Our results therefore indicated two main centers of Orthophytum species richness: the central portion of Espinhaço Range (CPER) and the central portion of the Atlantic Forest (CPAF).

Figure 1
Richness map showing the analyses in 1-degree (a) and 2-degree (b) cells. PI: Piauí; CE: Ceará; PB: Paraíba; PE: Pernambuco; AL: Alagoas; SE: Sergipe; ES: Espírito Santo; BA: Bahia; MG: Minas Gerais.

The diversity analysis (Fig. 2) as the richness analysis also produced 70 grids in 1° x 1° size and 26 grids in 2° x 2° size. The regions with the greatest diversity are represented by grid squares A52, A58, A59 and A67 (with Shannon index H’ between 1.58 − 2.0) in the smaller grid size, encompassing the north and northeast of Minas Gerais and the inselbergs of Espirito Santo. The larger grid size has the A17, A18, A20, A21 and A26 areas with high diversity (H’ between 1.77 − 2.19), encompassing the central portion of Espinhaço Range (in the north and northeast of Minas Gerais and south of Bahia) and the inselbergs of Espirito Santo and its boundaries with Minas Gerais. In summary, the main difference between the two analyses is found in areas A17 and A18 (in larger grid size) – the central portion of Espinhaço Range in Bahia – which presents a relatively reduced richness (nine and ten species respectively) but high diversity (H’ = 1.77 – 2.19). Therefore, our results indicate two main centers of diversity of Orthophytum: the Central Portion of Espinhaço Range (CPER) and the Central Portion of Atlantic Forest (CPAF).

Figure 2
Diversity map showing the analyses in 1-degree (a) and 2-degree (b) cells. PI: Piauí; CE: Ceará; PB: Paraíba; PE: Pernambuco; AL: Alagoas; SE: Sergipe; ES: Espírito Santo; BA: Bahia; MG: Minas Gerais.

Parsimony analysis of endemicity

As the same as the above analyzes, the total number of occupied areas (grid-cells) varied according to PAE quadrat size, 70 grid-cells in 1° x 1° and 26 in 2° x 2°, which both represent the entire distribution of the genus in Brazil.

For the 1-degree quadrat matrix, PAE produced 5000 equally parsimonious trees, with CI (consistency index) = 0.79 and RI (retention index) = 0.62, based on 28 parsimony-informative characters. The strict consensus tree (Fig. 3) revealed a basal polytomy for most areas, but 15 remaining quadrats were grouped into six minor clades – AFMG (Atlantic Forest of Minas Gerais), AFES (Atlantic Forest of Espírito Santo), NBA (North of Bahia), CD (Chapada Diamantina), GM (Grão Mogol) and CT (Caetité) and in three major ones – CPAF (Central Portion of Atlantic Forest), NER (North of Espinhaço Range) and CPER (Central Portion of Espinhaço Range). Thus, three major clades with bootstrap support ≥ 50% and three or more species shared can effectively be observed in this analysis and considered areas of endemism.

Figure 3
The majority rule consensus tree obtained with the 1-degree (a) and 2-degree (b) size cells analyses, showing the major and minor areas of endemism determined by PAE. Numbers under the lines indicate bootstrap proportions. AFMG: Atlantic Forest of Minas Gerais; AFES: Atlantic Forest of Espírito Santo; NBA: North of Bahia; CD: Chapada Diamantina; GM: Grão Mogol; CT: Caetité; CPAF: Central Portion of Atlantic Forest; NER: North of Espinhaço Range; CPER: Central Portion of Espinhaço Range; SER: South of Espinhaço Range; PI: Piauí; CE: Ceará; PB: Paraíba; PE: Pernambuco; AL: Alagoas; SE: Sergipe; ES: Espírito Santo; BA: Bahia; MG: Minas Gerais.

For the 2-degree quadrat matrix, PAE produced 1416 equally parsimonious trees, with CI = 0.71 and RI = 0.63, based on 24 parsimony-informative characters. The strict consensus tree (Fig. 3) also revealed a basal polytomy for 16 quadrats, but ten remaining quadrats were grouped into three major clades – CPAF, NER and SER (South of Espinhaço Range), considered areas of endemism.

The results in both analyzes were similar, the 1-degree result shows a big basal polytomy, but recovered small clades that can be considered small endemism areas. The 2-degree result also shows a basal polytomy, but for being bigger quadrats, result in larger endemism areas. The areas NER and CPAF in both degrees are equivalent and the mainly difference between results analyses is in the areas CPER (1-degree) and SER (2-degree), southernmost areas of Espinhaço Range. The SER of 1-degree analysis covered areas even further south of Espinhaço Range than the CPER that covers the central region of Espinhaço Range, in the boundaries of Bahia and Minas Gerais states.

Therefore, as there were not so many significant differences between both analysis results, here, we will consider for purposes of description and discussion, the areas of endemism recovered from the 2-degree analysis: NER, SER and CPAF.

The first area considered is the northern region of the Espinhaço Range in Bahia State, formed by the grid groups A8, A13, A14, A17 and A18, (with bootstrap = 62.5%) with five exclusive species. The second area is the South of Espinhaço Range in Minas Gerais, formed by the grid group A20, A23 and A25 (bootstrap = 52.8%), also with five exclusive species. The last area, with the highest number of exclusive species (13), is the Central Portion of the Atlantic Forest located in Espirito Santo and on the boundary with Minas Gerais, formed by the grid group A24 and A26 (bootstrap = 96.4%).

DISCUSSION

As previously mentioned, many authors define an area of endemism when the distribution of two or more species converge to the same region and do not occur anywhere else (Morrone 1994MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441., Garcia-Barros et al. 2002, Platnick 1991PLATNICK NI. 1991. On areas of endemism. Austr Syst Bot 4: unnumbered.). Such a region will evidence a higher-than-expected endemism when compared to adjacent regions (Crisp et al. 2001CRISP MD, LAFFAN SW, LINDER HP & MONRO A. 2001. Endemism in the Australian flora. J Biogeogr 28: 183-198., Laffan & Crisp 2003LAFFAN SW & CRISP MD. 2003. Assessing endemism at multiple spatial scales, with an example from the Australian vascular flora. J Biogeogr 30: 511-520.). Due to the high number of microendemic species and species known for only one location, we decided to define here an endemism area when the clades resulted in the consensus area cladograms from PAE analysis received bootstrap support ≥ 50% and shared three or more species.

The identification of areas of endemism is important for reconstructing the historic and ecological biogeography of taxa, as well as for biodiversity conservation (Szumik 2002, Echternacht et al. 2011ECHTERNACHT L, TROVÓ M, OLIVEIRA CT & PIRANI JR. 2011. Areas of endemism in the Espinhaço Range in Minas Gerais, Brazil. Flora 206: 782-791.). This is because the delimitation of areas of endemism allows the identification of priority areas for conservation that harbor unique concentrations of biodiversity (Myers et al. 2000MYERS N, MITTERMEIER RA, MITTERMEIER CG & FONSECA GKJ. 2000. Biodiversity hotspots for conservation priorities. Nature 403: 853-858., Williams et al. 2002WILLIAMS PH, LEES D, ARAÚJO M, HUMPHRIES CJ, VANE-WRIGHT RI & KITCHING IJ. 2002. Biodiversity Worldmap, London: Natural History Museum.) and represent independent geographic units. The analysis of the relationships between those areas will generate information about the processes responsible for their formation (Anderson 1994ANDERSON S. 1994. Area and endemism. Q Rev Bio 69: 451-471., Morrone 1994MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441., Laffan & Crisp 2003LAFFAN SW & CRISP MD. 2003. Assessing endemism at multiple spatial scales, with an example from the Australian vascular flora. J Biogeogr 30: 511-520.).

In this study, smaller grid sizes result in a finer resolution of distributional patterns and smaller individual areas of endemism but show a big basal polytomy (Fig. 3). Linder (2001)LINDER HP. 2001. Plant diversity and endemism in sub-Saharan tropical Africa. J Biogeogr 28: 169 -182. argues that the disadvantage of smaller grid sizes is that they would lead to an increase in the number of false absences. Nelson et al. (1990)NELSON BW, FERREIRA CAC, DA SILVA MF & KAWASAKI ML. 1990. Endemism centres, refugia and botanical collection density in Brazilian Amazonia. Nature 345: 714-716. showed that the detection of centers of endemic plant species in the Brazilian Amazon may be flawed due to collection errors. However, this distorting effect could be avoided if was used large grids sizes. In our case, the most of major patterns are recovered in both areas’ cladogram, and the difference between both analysis results was not so significant (see in the Results section), so we choose to use the 2-degree results for purposes of description and discussion, and we believe that appears to be an adequate resolution to be explored in future research of secondary biogeographical homologies (Costa S.L. et al., unpublished data).

Thus, the present study identified and defined three large areas of endemism of Orthophytum: NER, SER, and CPAF (Fig. 3), with existing legally constituted conservation areas within them; the main conservation reserves in each area are listed in Table II.

Table II
Main Conservation Units created within the areas of endemism identified by PAE of 2-degrees grid size and the grid/area in which each one occurs. Numbers in parentheses indicate the total number of conservation units within the grid/area. Bold indicates that there are Orthophytum species within these conservation units. RPPN: Reserva Particular do Patrimônio Natural; APA: Área de Proteção Ambiental; RVS: Refúgio de Vida Silvestre; PN: Parque Nacional; PE: Parque Estadual; RDS: Reserva de Desenvolvimento Sustentável; FN: Floresta Nacional; ARIE: Área de Relevante Interesse Ecológico; MN: Monumento Natural; RB: Reserva Biológica; ESEC: Estação Ecológica.

The NER and SER together cover almost the entire Espinhaço Range, except for the region of Oliveira dos Brejinhos (corresponding to areas A12 in central Bahia – which had good support in together with A16, however have only one record and therefore were not identified as areas of endemism for Orthophytum). The NER is located in the Bahia portion of the Espinhaço Range, while the SER is in Minas Gerais portion of the Espinhaço Range. Both areas evidence high richness (36 and 22 species respectively), medium endemism (five exclusive species each), and medium to high diversity (NER: 0.89 − 2.19; SER: 0.88 − 2.19).

Both the NER and SER have a large extension of “Campos Rupestres” (rocky altitudinal fields) – a landscape composed mainly of grasslands and quartzite-sandstone rock outcrops above 900 masl. The Espinhaço Range represents approximately 1% of the total land area of Brazil, but shelters approximately 10% of the country’s plant diversity (Rapini 2010RAPINI A. 2010. Revisitando as Asclepiadoideae (Apocynaceae) da Cadeia do Espinhaço. Bol Bot USP 28: 97-123.). Most of those species have restricted distributions, and the floristic compositions of the rocky fields of the Espinhaço Range are marked by rare species and high rates of endemism – perhaps the highest among Brazilian plant formations (Giulietti et al. 1987GIULIETTI AM, MENEZES NL, PIRANI JR, MEGURO M & WANDERLEY MGL. 1987. Flora da Serra do Cipó, Minas Gerais: Caracterização e lista de espécies. Bol Bot USP 9: 1-152., 1997GIULIETTI AM, PIRANI JR & HARLEY RM. 1997. Espinhaço range region. Eastern Brazil. In: Davis SD, Heywood VH, Herrera-Macbryde O, Villa-Lobos J & Hamilton AC (Eds), Centres of plant diversity. A guide and strategies for the conservation, Cambridge: The Americas, WWF/IUCN, p. 397-404., Giulietti & Pirani 1988GIULIETTI AM & PIRANI JR. 1988. Patterns of geographical distribution of some plant species from Espinhaço range, Minas Gerais and Bahia, Brazil. In: Vanzolini PE & Heyer WR (Eds), Proc Neotrop Distrib Patterns. Rio de Janeiro: Academia Brasileira de Ciências, p. 39-69., Rapini 2010RAPINI A. 2010. Revisitando as Asclepiadoideae (Apocynaceae) da Cadeia do Espinhaço. Bol Bot USP 28: 97-123.).

The geological origin of the constituent blocks of the Espinhaço Range is dated to the Pre-Cambrian period. The soil is characterized by being shallow, sandy, acidic, and nutrient-poor, which contributes to a phytophysiographic mosaic of rare species, due to the segmentation of the vegetation in different and small populations between rock outcrops (providing specific niches to the species) besides living in several locations with difficult to access, remaining undersampled or practically unexplored (Rapini 2010RAPINI A. 2010. Revisitando as Asclepiadoideae (Apocynaceae) da Cadeia do Espinhaço. Bol Bot USP 28: 97-123., Schaefer et al. 2016SCHAEFER CEGR ET AL. 2016. The physical environment of rupestrian grasslands (Campos Rupestres) in Brazil: geological, geomorphological and pedological characteristics, and interplays. In: Fernandes GW (Ed), Ecology and conservation of mountaintop grasslands in Brazil. New York: Springer International Publishing, p. 15-53., Silveira et al. 2016SILVEIRA FAO ET AL. 2016. Ecology and evolution of plant diversity in the endangered campo rupestre: a neglected conservation priority. Plant Soil 403: 129-152.), even being an area intensely researched (see Rapini et al. 2008RAPINI A, RIBEIRO PL, LAMBERT S & PIRANI JR. 2008. A flora dos campos rupestres da Cadeia do Espinhaço. Megadiversidade 4: 16-24., Borges et al. 2011BORGES RF, CARNEIRO MA & VIANA P. 2011. Altitudinal distribution and species richness of herbaceous plants in campos rupestres of the Southern Espinhaço Range, Minas Gerais, Brazil. Rodriguésia 62: 139-152., Echternacht et al. 2011ECHTERNACHT L, TROVÓ M, OLIVEIRA CT & PIRANI JR. 2011. Areas of endemism in the Espinhaço Range in Minas Gerais, Brazil. Flora 206: 782-791., Bitencourt & Rapini 2013BITENCOURT C & RAPINI A. 2013. Centres of endemism in the Espinhaço Range: identifying cradles and museums of Asclepiadoideae (Apocynaceae). Syst Biodiv 11: 525-536., Colli-Silva et al. 2019COLLI-SILVA M, VASCONCELOS TNC & PIRANI JR. 2019. Outstanding plant endemism levels strongly support the recognition of campo rupestre provinces in mountaintops of eastern South America. J Biogeogr 46: 1723-1733., Alves & Loeuille 2021ALVES FVS & LOEUILLE BFP. 2021. Geographic distribution patterns of species of the subtribe Lychnophorinae (Asteraceae: Vernonieae). Rodriguésia 72: e02072019. https://doi.org/10.1590/2175-7860202172072.
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).

The Orthophytum species of the NER occur on high elevation rock outcrops (more than 900 masl), while the species of the SER occur on lower elevation rock outcrops (less than 900 m). Echternacht et al. (2011)ECHTERNACHT L, TROVÓ M, OLIVEIRA CT & PIRANI JR. 2011. Areas of endemism in the Espinhaço Range in Minas Gerais, Brazil. Flora 206: 782-791. observed that the species that occur in the northern section of Espinhaço Range in Minas Gerais (corresponding to SER of our study) occur in lowlands with contrasting climatic and edaphic conditions that could represent barriers to many endemic mountain plants. These lowlands were also reported as probable geographic barriers for Harley (1988)HARLEY RM. 1988. Evolution and distribution of Eriope (Labiatae), and its relatives, in Brazil. In: Vanzolini P & Heyer WR (Eds), Proc Neotr Distrib Patterns. Rio de Janeiro: Academia Brasileira de Ciências, p. 71–120., Rando & Pirani (2011)RANDO JG & PIRANI JR. 2011. Padrões de distribuição geográfica das espécies de Chamaecrista sect. Chamaecrista ser. Coriaceae (Benth.) H. S. Irwin & Barneby, Leguminosae - Caesalpinioideae. Rev Bras Bot 34: 499-513., and Alves & Buril (2022)ALVES JV & BURIL MT. 2022. Distribution patterns, endemism, richness and diversity of Convolvulaceae in the Espinhaço Range, Brazil. An Acad Bras Cienc 94: e20211380. https://doi.org/10.1590/0001-3765202220211380.
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in the dispersal of many mountain species and this could help to explain the distribution of the Orthophytum species that occur in SER and NER.

The third area of endemism of our study, the CPAF (areas A24 and A26), harbors the highest diversity, richness, and endemism, with 13 exclusive species, H’ = 1.76 - 2.19, and the highest support in PAE (96.4%). This area was previously indicated by Martinelli et al. (2008)MARTINELLI G, VIEIRA CM, GONZALEZ M, LEITMAN P, PIRATININGA A, DA COSTA AF & FORZZA RC. 2008. Bromeliaceae da Mata Atlântica Brasileira: Lista de éspecies, distribuição e conservação. Rodriguésia 59(1): 209-258. as a possible center of diversity and endemism. The CPAF is located in northeastern Espírito Santo State and Minas Gerais State, which are covered by the Atlantic Forest domain and characterized by an evergreen tropical forest vegetation (Oliveira-Filho et al. 2006). In addition to forest physiognomies, the area holds mangrove swamps, shrubby Restinga (sandy coastal) vegetation, and patches of high-altitude grasslands and rock outcrops (Safford 1999SAFFORD HD. 1999. Brazilian páramos I. An introduction to the physical environment and vegetation of the campos de altitude. J Biogeogr 26: 693-712., 2007, Scarano 2002SCARANO FR. 2002. Structure, function and floristic relationships of plant communities in stressful habitats marginal to the Brazilian Atlantic rainforest. Ann Bot 90(4): 517-524.).

The Orthophytum species that occur in the CPAF are found on inselbergs and on exposed rock outcrops in the Atlantic Forest domain. Several authors observed that naturally open formations (such as inselbergs and granite rock outcrops) found in high altitude montane areas of the Atlantic Forest harbor a highly endemic flora (over 20% of its species) that have strong floristic connections with other montane areas, such as those of the Andes and the Espinhaço Range (e.g., Safford 1999SAFFORD HD. 1999. Brazilian páramos I. An introduction to the physical environment and vegetation of the campos de altitude. J Biogeogr 26: 693-712., 2007, Giulietti & Pirani 1988GIULIETTI AM & PIRANI JR. 1988. Patterns of geographical distribution of some plant species from Espinhaço range, Minas Gerais and Bahia, Brazil. In: Vanzolini PE & Heyer WR (Eds), Proc Neotrop Distrib Patterns. Rio de Janeiro: Academia Brasileira de Ciências, p. 39-69., Calio et al. 2008, Porembski 2007POREMBSKI S. 2007. Tropical inselbergs: habitats types, adaptative strategies and diversity patterns. Rev Bras Bot 30: 579-586.).

Not only Orthophytum, but also most of the Bromeliaceae family, demonstrate high diversity and endemism in the Atlantic Forest domain. Zizka et al. (2019)ZIZKA A, AZEVEDO J, LEME E, NEVES B, COSTA AF, CACERES D & ZIZKA G. 2019. Biogeography and conservation status of the pineapple family (Bromeliaceae). Div Distrib 00: 1-13. identified three large centers of endemism and diversity of the American Bromeliaceae: in the Atlantic Forest of southeastern Brazil, in the Central Andes, and in Central America. Those authors also observed that the subfamily Bromelioideae was most species-rich and evidenced high endemism in the eastern Atlantic Forest of Brazil. The high occurrence of Bromeliaceae, especially Bromelioideae, in the Atlantic Forest is consistent with the extensive diversification of the family in eastern Brazil (Smith 1934SMITH LB. 1934. Geographical evidence on the lines of evolution in the Bromeliaceae. Bot Jahrb Syst, Pflanzengesch Pflanzengeogr 66: 446-468., Smith & Downs 1974SMITH LB & DOWNS RJ. 1974. Pitcairnioideae (Bromeliaceae). Flora Neotropica Monograph No 14 Part 1. New York: Hafner Press.).

The Atlantic Forest of southeastern Brazil has been identified in many studies as a center of endemism, diversity, and richness for many groups of plants, and as one of the most important regions for the conservation of global biodiversity (see Zizka et al. 2019ZIZKA A, AZEVEDO J, LEME E, NEVES B, COSTA AF, CACERES D & ZIZKA G. 2019. Biogeography and conservation status of the pineapple family (Bromeliaceae). Div Distrib 00: 1-13., Myers et al. 2000MYERS N, MITTERMEIER RA, MITTERMEIER CG & FONSECA GKJ. 2000. Biodiversity hotspots for conservation priorities. Nature 403: 853-858., Smith 1934SMITH LB. 1934. Geographical evidence on the lines of evolution in the Bromeliaceae. Bot Jahrb Syst, Pflanzengesch Pflanzengeogr 66: 446-468., Smith & Downs 1974SMITH LB & DOWNS RJ. 1974. Pitcairnioideae (Bromeliaceae). Flora Neotropica Monograph No 14 Part 1. New York: Hafner Press., Benzing 2000BENZING DH. 2000. Bromeliaceae: profile of an adaptive radiation. Cambridge: University Press, 656 p., Mori et al. 1981MORI SA, BOOM BM & PRANCE GT. 1981. Distribution patterns and conservation of eastern Brazilian coastal forest tree species. Brittonia 33: 233-245., Prance 1982PRANCE GT. 1982. A review of the phytogeographic evidences for Pleistocene climate changes in the Neotropics. Ann Miss Bot Gard 69: 594-624., Cracraft 1985CRACRAFT J. 1985. Historical biogeography and patterns of differentiation within the South America avifauna: areas of endemism. Ornithol Monogr 36: 49-84., Soderstrom et al. 1988SODERSTROM TR, JUDZIEWICZ EJ & CLARK LG. 1988. Distribution patterns of Neotropical bamboos. In: Vanzolini PE & Heyer WR (Eds), Proceedings of a workshop on Neotropical distribution patterns. Rio de Janeiro: Acad Bras Cienc, p. 121-157., Costa et al. 2000COSTA LP, LEITE YLR, FONSECA GAB & FONSECA MT. 2000. Biogeography of South American forest mammals: endemism and diversity in the Atlantic forest. Biotropica 32: 872-881., Silva et al. 2004SILVA JMC, SOUSA MC & CASTELLETTI CHM. 2004. Areas of endemism for passerine birds in the Atlantic forest, South America. Glob Ecol Biogeogr 13: 85-92., Santos et al. 2007SANTOS AMM, CAVALCANTI DR, SILVA JMC & TABARELLI M. 2007. Biogeographical relationships in north-eastern Brazil. J Biogeogr 34: 437-446.).

According to Forza et al. (2020), 87% of all Bromeliaceae species within the Brazilian Atlantic Forest are endemic, and Zizka et al. (2019)ZIZKA A, AZEVEDO J, LEME E, NEVES B, COSTA AF, CACERES D & ZIZKA G. 2019. Biogeography and conservation status of the pineapple family (Bromeliaceae). Div Distrib 00: 1-13. and Martinelli (2000)MARTINELLI G. 2000. The bromeliads of the Atlantic forest. Scient Am: 86-93. observed that probably the most threatened Bromeliaceae species occur within that domain. The high level of habitat destruction in that region (only approximately 7.5% of the original vegetation remains) has indicated it as a priority site for global biodiversity conservation (Myers et al. 2000MYERS N, MITTERMEIER RA, MITTERMEIER CG & FONSECA GKJ. 2000. Biodiversity hotspots for conservation priorities. Nature 403: 853-858., Mittermeier et al. 2005MITTERMEIER RA, GIL PR, HOFFMAN M, PILGRIM J, BROOKS T, MITTERMEIER CG, LAMOREUX J & FONSECA GAB. 2005. Hotspots revisited: earth’s biologically richest and most endangered terrestrial ecoregions. Washington: Conservation International.). The creation of greater numbers of protected areas within the Atlantic Forest has accordingly been suggested to help assure the preservation of that biodiversity. It is worth mentioning that the A26 area alone (CPAF - which was identified as the most endemic area, with the greatest richness and diversity) already has more than 120 legally established conservation areas (Table II), which may have been one of the factors aiding the conservation of Orthophytum species – and demonstrates the importance of such conservation areas.

Distinct from the CPAF area, however, both the NER and SER regions (and the Espinhaço Range as a whole) have few established conservation areas, and those are not sufficient to protect the diversity found in the entire complex, requiring more parks and reserves to be created (Silva et al. 2008SILVA JA, MACHADO RB, AZEVEDO AA, DRUMOND GM, FONSECA RL, GOULART MF, MORAES-JÚNIOR EA, MARTINS CS & RAMOS-NETO MB. 2008. Identificação de áreas insubstituíveis para conservação da Cadeia do Espinhaço nos estado de Minas Gerais e Bahia, Brasil. Megadiversidade 4: 272-309., Versieux & Wendt 2007VERSIEUX LM & WENDT T. 2007. Bromeliaceae diversity and conservation in Minas Gerais state. Bra Biodiv Conserv 1: 2989-3009.). Additionally, the existing conservation areas in those regions lack government support, and without satisfactory physical and administrative infrastructures (Echternacht et al. 2011ECHTERNACHT L, TROVÓ M, OLIVEIRA CT & PIRANI JR. 2011. Areas of endemism in the Espinhaço Range in Minas Gerais, Brazil. Flora 206: 782-791.).

Table III
Presence/absence matrix (area × species) used in parsimony analysis of endemicity of 1-degree grid size.
Table IV
Presence/absence matrix (area × species) used in parsimony analysis of endemicity of 2-degree grid size.

According to the Red List of the National Center of Flora Conservation (CNCFlora 2022CNCFLORA - BASE DE DADOS DO CENTRO NACIONAL DE CONSERVAÇÃO DA FLORA. 2022. Available in: <http://cncflora.jbrj.gov.br/portal/>. Access in: Apr 2022.
http://cncflora.jbrj.gov.br/portal/...
, continuously updated) there are ten threatened species of Orthophytum. Louzada & Wanderley (2010)LOUZADA RB & WANDERLEY MGL. 2010. Revision of Orhophytum (Bromeliaceae): The species with sessile inflorescences. Phytotaxa, 13: 1-26., however, observed that there is insufficient information available concerning most of its species to be able to accurately determine their conservation statuses, mainly due to the scarcity of collection material (most are only known from the type collection and imprecise information in the literature and in herbaria collections – which leads us to believe that the number of threatened species is probably much higher. We observed that 44% (24 species) of the Orthophytum species evidence microendemic distribution patterns (Table I, Fig. 4–10), being restricted to, and exclusive to, a certain vegetation physiognomy found in only one grid square of the PAE, and with one to four known sites of occurrence. Many of those species are only known from the type collection – evidencing the necessity for more intensive floristic and geographic distribution studies within the family.

Figure 4
Distribution maps of Orthophytum species. a. O. alagoanum. b. O. alvimii. c. O. arcanum. d. O. argentum. e. O. atalaiense. f. O. boudetianum. g. O. braunii. h. O. buranhense.

The concept of microendemism includes species with highly restricted and geographically proximate distributions (Townsend et al. 2011TOWNSEND TM, LEAVITT DH & REEDER TW. 2011. Intercontinental dispersal by a microendemic borrowing reptile (Dibamidae). Proc Roy Soc: Bio Scienc, p. 1-7.), as was also adopted by McCauley et al. (2010)MCCAULEY RA, CORTÉS-PALOMEC AC & OYAMA K. 2010. Distribution, genetic structure, and conservation status of the rare microendemic species, Guaiacum unijugum (Zygophyllaceae) in the Cape Region of Baja California, Mexico. Rev Mex Biodiv 81: 745-758. for Guaiacum unijugum Brandegee (Zygophyllaceae), which occurs in less than 5% of the Baja California in Mexico. Giulietti et al. (2005)GIULIETTI AM, HARLEY RM, QUEIROZ LP, WANDERLEY MGL & VAN DEN BERG C. 2005. Biodiversity and conservation of plants in Brazil. Conserv Bio 3: 632–639. also determined that approximately 96% of all Brazilian species of the Eriocaulaceae family are microendemic. Benzing (2000)BENZING DH. 2000. Bromeliaceae: profile of an adaptive radiation. Cambridge: University Press, 656 p. and Martinelli et al. (2013, 2008MARTINELLI G, VALENTE A, MAURENZA D, KUTSCHENKO D, JUDICE D, SILVA D & PENEDO T. 2013. Avaliações de risco de extinção de espécies da flora brasileira In: Martinelli G & Moraes M (Eds), Livro vermelho da flora do brasil. Rio de Janeiro: Instituto de Pesquisas Jardim Botânico do Rio de Janeiro, p. 60-102.) observed similar situations with other Bromeliaceae genera. Many Aechmea, Hohenbergia, and Neoregelia species characteristic of the Atlantic Forest have taxa occurring within just a few forest fragments or, in some cases, are restricted to only one protected area. Some Cryptanthus species are critically endangered, principally because they exist in only very small populations with reduced ranges in rocky fields, or are known only from their type collections.

Cox & Moore (2011)COX CB & MOORE PD. 2011. Biogeografia: uma abordagem ecológica e evolucionária. 7th ed., Rio de Janeiro: LTC, 398 p. noted that there are two main factors influencing the degree of endemism in an area: isolation and stability, with isolated islands and mountains (such as inselbergs and rock outcrops) always being rich in endemic organisms. Inselbergs are isolated rock outcrops that harbor saxicolous vegetation and are inserted within landscapes of contrasting plant communities. Because they are geographically disconnected and show marked ecological isolation from their surrounding areas, inselbergs are often compared to oceanic islands and tend to maintain their typical attributes regardless of their geographic locations, occurring in areas with humid forests to dry environments (Porembski & Barthlott 2000POREMBSKI S & BARTHLOTT W. 2000. Inselbergs. Biotic diversity of isolated rock outcrops in tropical and temperate regions. Berlin: Springer-Verlag.).

Describing and recognizing geographic distribution patterns is one of the essential stages to delimit areas of endemism (Noguera-Urbano 2016NOGUERA-URBANO EA. 2016. Areas of endemism: travelling through space and the unexplored dimension. Syst Biodiv 14: 131-139, Morrone 1994MORRONE JJ. 1994. On the identification of areas of endemism. Syst Bio 43(3): 438-441.), therefore, as endemic taxa are found exclusively in only a single region, that aspect of their distribution is highly important to their conservation, and the identification of neighboring areas of endemism with low floristic similarities can contribute to effective conservation planning. Benzing (2000)BENZING DH. 2000. Bromeliaceae: profile of an adaptive radiation. Cambridge: University Press, 656 p. hypothesized that the high rates of endemism observed in some Bromeliaceae genera, mainly saxicolous taxa (e.g., Orthophytum and Dyckia), could be attributed to their morphologies and to their lower dispersal capacities. Wanderley (1990)WANDERLEY MGL. 1990. Diversidade e distribuição geográfica das espécies de Orthophytum (Bromeliaceae). Acta Bot Bras 4(1). observed that the berry fruits and the bird (ornithophily) and insect (entomophily) dispersal observed in Orthophytum (and in the whole subfamily Bromelioideae), would limit the geographic distribution of its species in relation to the subfamily Tillandsioideae, whose seeds are widely dispersed by the wind.

Figure 5
Distribution maps of Orthophytum species. a. O. cearense. b. O. conquistense. c. O. cristaliense. d. O. diamantinense. e. O. disjunctum. f. O. duartei. g. O. eddie-estevesii. h. O. elegans.
Figure 6
Distribution maps of Orthophytum species. a. O. erigens. b. O. estevesii. c. O. falconii. d. O. foliosum. e. O. fosterianum. f. O. glabrum. g. O. graomogolense. h. O. grossiorum.
Figure 7
Distribution maps of Orthophytum species. a. O. guaratingense. b. O. gurkenii. c. O. harleyi. d. O. horridum. e. O. jabrense. f. O. jacaraciense. g. O. lanuginosum. h. O. lemei.
Figure 8
Distribution maps of Orthophytum species. a. O. leprosum. b. O. macroflorum. c. O. magalhaesii. d. O. maracasense. e. O. mello-barretoi. f. O. minimum. g. O. piranianum. h. O. pseudostoloniferum.
Figure 9
Distribution maps of Orthophytum species. a. O. pseudovagans. b. O. riocontense. c. O. roseolilacinum. d. O. santaritense. e. O. santosianum. f. O. saxicola. g. O. schulzianum. h. O. sp. nov.
Figure 10
Distribution maps of Orthophytum species. a. O. striatifolium. b. O. sucrei. c. O. toscanoi. d. O. triunfense. e. O. vasconcelosianum. f. O. zanonii.

Orthophytum is present in a diversity of spatially and ecologically isolated microhabitats (inselbergs and rock outcrops) that greatly restrict seed dispersal and migration, thus favoring the establishment of isolated populations and promoting speciation over successive generations. Studies of these types of islands have provided fundamental insights for understanding the ecological and evolutionary processes that affect the biodiversity of ecosystems (Porembski & Barthlott 2000POREMBSKI S & BARTHLOTT W. 2000. Inselbergs. Biotic diversity of isolated rock outcrops in tropical and temperate regions. Berlin: Springer-Verlag.), and the genus Orthophytum offers an interesting model system for examining speciation processes and endemism in neotropical habitats.

Studies like this provide a precise overview of species’ distributions, and represent a step forward to understanding the historical processes involved in their current geographic placement. These results reinforce the importance of publishing complete lists of the materials examined in taxonomic reviews and making them available to scientists and herbaria to improve the representativeness of those collections. The results presented here and the identification of areas with high levels of endemism can act as a baseline to develop more detailed conservation assessments and assist public policies for preserving priority conservation areas.

ACKNOWLEDGMENTS

The authors are grateful to the Federal Rural University of Pernambuco for institutional support. We also thank the Coordenação de Aperfeiçoamento de Pessoal de Nível Superior - Brazil (CAPES), for a Doctorate’s scholarships to SLC (Process: 88882.436300/2019-01).

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Publication Dates

  • Publication in this collection
    27 May 2024
  • Date of issue
    2024

History

  • Received
    9 Jan 2023
  • Accepted
    18 June 2023
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