Abstract
Background and aims
In Cyperoideae, one of the two subfamilies in Cyperaceae, unresolved homology questions about spikelets remained. This was particularly the case in taxa with distichously organized spikelets and in Cariceae, a tribe with complex compound inflorescences comprising male (co)florescences and deciduous female single-flowered lateral spikelets. Using ontogenetic techniques, a wide range of taxa were investigated, including some controversial ones, in order to find morphological arguments to understand the nature of the spikelet in Cyperoideae. This paper presents a review of both new ontogenetic data and current knowledge, discussing a cyperoid, general, monopodial spikelet model.Methods
Scanning electron microscopy and light microscopy were used to examine spikelets of 106 species from 33 cyperoid genera.Results
Ontogenetic data presented allow a consistent cyperoid spikelet model to be defined. Scanning and light microscopic images in controversial taxa such as Schoenus nigricans, Cariceae and Cypereae are interpreted accordingly.Conclusions
Spikelets in all species studied consist of an indeterminate rachilla, and one to many spirally to distichously arranged glumes, each subtending a flower or empty. Lateral spikelets are subtended by a bract and have a spikelet prophyll. In distichously organized spikelets, combined concaulescence of the flowers and epicaulescence (a newly defined metatopic displacement) of the glumes has caused interpretational controversy in the past. In Cariceae, the male (co)florescences are terminal spikelets. Female single-flowered spikelets are positioned proximally on the rachis. To explain both this and the secondary spikelets in some Cypereae, the existence of an ontogenetic switch determining the development of a primordium into flower, or lateral axis is postulated.Free full text
Spikelet structure and development in Cyperoideae (Cyperaceae): a monopodial general model based on ontogenetic evidence
Abstract
Background and Aims
In Cyperoideae, one of the two subfamilies in Cyperaceae, unresolved homology questions about spikelets remained. This was particularly the case in taxa with distichously organized spikelets and in Cariceae, a tribe with complex compound inflorescences comprising male (co)florescences and deciduous female single-flowered lateral spikelets. Using ontogenetic techniques, a wide range of taxa were investigated, including some controversial ones, in order to find morphological arguments to understand the nature of the spikelet in Cyperoideae. This paper presents a review of both new ontogenetic data and current knowledge, discussing a cyperoid, general, monopodial spikelet model.
Methods
Scanning electron microscopy and light microscopy were used to examine spikelets of 106 species from 33 cyperoid genera.
Results
Ontogenetic data presented allow a consistent cyperoid spikelet model to be defined. Scanning and light microscopic images in controversial taxa such as Schoenus nigricans, Cariceae and Cypereae are interpreted accordingly.
Conclusions
Spikelets in all species studied consist of an indeterminate rachilla, and one to many spirally to distichously arranged glumes, each subtending a flower or empty. Lateral spikelets are subtended by a bract and have a spikelet prophyll. In distichously organized spikelets, combined concaulescence of the flowers and epicaulescence (a newly defined metatopic displacement) of the glumes has caused interpretational controversy in the past. In Cariceae, the male (co)florescences are terminal spikelets. Female single-flowered spikelets are positioned proximally on the rachis. To explain both this and the secondary spikelets in some Cypereae, the existence of an ontogenetic switch determining the development of a primordium into flower, or lateral axis is postulated.
INTRODUCTION
In Cyperaceae, the larger of the two main clades comprises the majority of cyperaceous genera. The smaller clade, sister to the latter, is the mapanioid clade. Whereas previously four subfamilies were considered (Simpson et al., 2007), currently both main clades have been recognized as the only two subfamilies of Cyperaceae, namely Cyperoideae and Mapanioideae (Fig. 1; Muasya et al., 2009). Cyperoid Cyperaceae can easily be distinguished from Mapanioideae by the structure of their flowers, which can be considered as typically monocotyledonous, actinomorphic and pentacyclic (two trimerous whorls of perianth members, a trimerous diplostemonous androecium and a trimerous gynoecium), although reduction tendencies and many modifications occur. A cyperoid flower usually originates in the axil of a subtending bract, called glume (not homologous with glumes in Poaceae), with the glumes and their flowers being organized in spikelets (e.g. Haines and Lye, 1983; Goetghebeur, 1998; Vrijdaghs et al., 2009). In contrast, a typical mapanioid reproductive unit exists comprising an ontogenetic apex with a single, terminal gynoecium, and lateral glume-like scales which may or not be positioned opposite a stamen. In the flowers of most mapanioid species, ‘empty’ scales occur in between the terminal gynoecium and the more proximally positioned stamens (Haines and Lye, 1983; Goetghebeur, 1998). Because of this unusual (synapomorphic) organization, floral and spikelet structure remain to be clarified in mapanioid Cyperaceae.
Cyperoid spikelets as units of inflorescence
A cyperoid inflorescence has been described as a compound multiple spike because of the indeterminate nature of the ultimate inflorescence units (Kukkonen, 1994) or as a compound, paniculate inflorescence (Raynal, 1971), essentially a panicle of spikelets (Goetghebeur, 1998), where spikelets functionally replace the individual flowers of a panicle as defined by Weberling (1992). Therefore, the term ‘paniculodium’ was proposed for a cyperaceous panicle (Kukkonen, 1994; Vegetti, 2003). Usually, each branch of the inflorescence is subtended by a primary or involucral bract, and has an adaxially situated prophyll (between the new branch and its relative main axis or rachis). Modifications and reduction tendencies, including Troll's principle of variable proportions (Troll, 1959), have resulted in a wide range of derived inflorescences in Cyperoideae, varying from indeterminate spikes of spikelets and contracted pseudolateral capitate inflorescences to anthelas of spikelets or, as Kukkonen (1994) correctly called them, ‘anthelodia’ (Figs 2 and and3;3; Raynal, 1971; Haines and Lye, 1983; Goetghebeur, 1998; Vegetti, 2003; Guarise and Vegetti, 2008). Within the inflorescence, primary branches are subtended by primary or involucral bracts. In several genera, higher order branches are subtended by the prophyll of the relative main axis (Meert and Goetghebeur, 1979; Goetghebeur, 1986).
The structure of a cyperoid spikelet
Cyperoid spikelets are the ultimate branches of the inflorescence, acting both as a morphological and as a functional unit (Fig. 4). Consequently, a spikelet consists of a spikelet axis or rachilla, and few to numerous spirally to distichously arranged glumes, each subtending (or not) a single, bisexual or unisexual flower (Fig. 5; e.g. Eiten, 1976; Kukkonen, 1994; Goetghebeur, 1998). In Cyperoideae, spikelets tend to take over the flower function, as in the flower-like inflorescences in Asteraceae and some Euphorbiaceae. Moreover, taxa such as Ascolepis, Kyllinga, Lipocarpha, Queenslandiella, species of Torulinium (=Cyperus), Carex and Uncinia, and many species belonging to the tribe Cypereae (sensu Goetghebeur, 1998) which were formerly classified in a distinct genus Mariscus, have spikelets that are deciduous as a whole (Nees, 1835, p. 286; Larridon et al., unpubl. res.).
According to Weberling's typology (1992), the terminal spikelet of the main axis is a florescence and spikelets terminating lateral axes are co-florescences (Vegetti, 2003). The first scale on a lateral spikelet is a typical prophyll: situated adaxially and therefore often referred to as ‘addorsed prophyll’ (e.g. Kukkonen, 1994), usually two-keeled and not subtending a flower, except in Dulichieae and Cariceae sensu Goetghebeur (1998), where the prophyll forms a perigynium or utriculus around the female flower. The next glumes subtend (or not) a flower. The internode between the prophyll and the second glume, called an epipodium, is often elongated (e.g. Haines and Lye, 1983; Goetghebeur, 1986). A hypopodium, the internode between the bract subtending the spikelet and the prophyll, is usually absent (Fig. 6). Spikelets laterally positioned on a rachis are each subtended by a bract (Figs 6 and and77).
Many cyperoid species, however, have inflorescences with lateral spikelet clusters, in which several spikelets occur in the axil of a single subtending bract, as in Cyperus luzulae (Fig. 8). Guarise and Vegetti (2008) made an elaborate typological study of spikelet clusters in Cyperus. Spikelet clusters probably originate from a kind of dédoublement from the original primordium in the axil of the subtending bract, resulting in serial axillary buds. In other cases, prophyll branching occurs (Goetghebeur, 1998; Vrijdaghs et al., 2003). In some species, at the base of the prophylls (of spikelets and/or inflorescence branches), a swelling body or pulvinus is present (Figs 5 and and6;6; Haines, 1967). These play a role in the expansion of the spikelets, related to wind pollination. The formation of spikelet clusters in Cyperus and allied genera is under investigation (Larridon et al., unpubl. data).
In several genera, there is a tendency towards reduction of the spikelets. In the highly derived Cypereae genus Lipocarpha, reduction of spikelets is so advanced that the inflorescence as a whole takes over the spikelet function (Figs 4; ;17;17; ;18;18; Goetghebeur, 1986; Vrijdaghs, 2006). According to Timonen (1998), in Cariceae, the spikelet concept is blurred by the male reproductive units, always grouped in (co)florescences, as in, for example, Carex capitata (Fig. 9). Timonen (1998) suggested that the male ‘flowers’, each consisting of only three stamens subtended by a glume-like bract, are actually extremely reduced spikelets. Female flowers occur only in deciduous, single-flowered spikelets subtended by a bract. Such a spikelet was considered by Timonen (1993) to be a reduced lateral spike, derived from a compound bisexual branch. Smith (1967) reported that the determination of primordia in inflorescences in Carex can be explained by auxin- and kinetin-like factors. A high level of auxin favours the development of a lateral axis. If simultaneously the primordium is treated with kinetin, it develops into a lateral spike. If not, the primordium develops into a female spikelet. A low level of auxin determines if a given primordium becomes a male flower.
Controversy about the monopodial or sympodial nature of cyperoid spikelets
In the past, influenced by the euanthial or pseudanthial controversy, many discussions arose about the monopodial or sympodial nature of the cyperoid spikelet. In these discussions, cyperoid spikelets were compared with the reproductive unit in Mapanioideae, as an argument in favour of the pseudanthial interpretation (e.g. Celakovsky, 1887; Kern, 1962; Bruhl, 1995; Zhang et al., 2004; Richards et al., 2006). Bruhl (1991) presented a comprehensive overview of the different standpoints. However, Vrijdaghs et al. (2009) showed that the rachilla, in a wide range of investigated cyperoid species, is indeterminate with new glumes always originating laterally, immediately below the rachilla apex. As a consequence, the earliest floral ontogenetic stages always occur apically, with the oldest flowers situated proximally. Hence, according to Weberling's (1992) typology, a lateral cyperoid spikelet can be described as an open spike (Vrijdaghs et al., 2009). According to Haines (1967), a spikelet terminating a culm can be considered to be subtended by the bract subtending the culm. In a similar way, the culm's prophyll can be considered also to be the terminal spikelet's prophyll. However, Eiten (1976) saw bract and prophyll as structures which do not belong to the spikelet, precisely because in a culm with a terminal spikelet the latter is separated from the bract and prophyll of the culm by the total length of the culm and all branchings in between: ‘ … For this reason, the subtending bract and prophyll, and the internode just below and just above the prophyll, are not considered to be part of the spikelet, even when they are next to it.’ (Eiten, 1976, p. 82). Goetghebeur (1986, 1998) preferred to describe terminal spikelets as spikelets without bract and prophyll and lateral spikelets as subtended by a bract and having a spikelet prophyll.
The current study presents a review of the current knowledge about cyperoid spikelets, and includes some original ontogenetic scanning electron (SEM) and light microscopical (LM) data leading to a general, monopodial cyperoid spikelet model. Because our conclusions are based on over 8 years of observations in a wide range of cyperoid genera (Appendix 1), only a limited, highly illustrative selection of observations is shown here and discussed. The spikelet model allows all types of derived spikelets studied within Cyperoideae to be interpreted in an unambiguous, logical, standardized way.
Because of the large number of species and genera cited and to keep the text readable, an alphabetical list of the species including authorities is provided in Appendix 2.
MATERIAL AND METHODS
Spikelets of 106 species from 33 cyperoid genera (Fig. 1) were examined at early and mature stages (Appendix 1), of which only a representative selection of illustrative examples is presented here (Appendix 1, in bold type). Numbering of glumes and subtended flowers was done from most recently originated (1) to oldest (n), in order to avoid abstract numbers in spikelets with many and/or a variable number of (flower-subtending) glumes. Partial inflorescences were collected in the field or in botanical gardens (Appendix 1) and immediately fixed in FAA (70 % ethanol, acetic acid, 40 % formaldehyde, 90 : 5 : 5). Spikelets were dissected in 70 % ethanol under a Wild M3 stereo microscope (Leica Microsystems AG, Wetzlar, Germany) equipped with a cold-light source (Schott KL1500; Schott-Fostec LLC, Auburn, NY, USA).
Scanning electron microscopy
To prepare the material for critical-point drying, it was washed twice with 70 % ethanol for 5 min. Next it was placed in a mixture (1 : 1) of 70 % ethanol and DMM (dimethoxymethane) for 5 min. The material was then transferred for 20 min to pure DMM. Critical-point drying was done using liquid CO2 with a CPD 030 critical-point dryer (BAL-TEC AG, Balzers, Liechtenstein). The dried samples were mounted on aluminium stubs using Leit-C. For SEM observation, the material was coated with gold via an SPI-ModuleTM Sputter Coater (SPI Supplies, West-Chester, PA, USA). SEM images were obtained with a JEOL JSM-6360 (JEOL Ltd, Tokyo, Japan) at the Laboratory of Plant Systematics (K.U. Leuven), or with a JEOL JSM-5800 LV scanning electron microscope at the National Botanical Garden of Belgium in Meise.
Light microscopy
Spikelets were embedded in LR White Resin (London Resin Company Ltd, London, UK). The material was transferred gradually from pure ethanol to pure LR White (the first step over 1 h, all following steps over 4 h, starting with pure ethanol, followed by pure ethanol/LR White mixtures in decreasing volume proportions of 3 : 1, 2 : 1, 1 : 1, 1 : 2 and 1 : 3 and finally pure LR White. Polymerization was performed in an oven at 60 °C over 48 h. In order to remove possible air bubbles within the glumes, the material was treated in a Branson 2210 Auction (Branson Ultrasonics B.V., Soest, The Netherlands) ultrasonic cleaner, during the first two steps. The embedded material was cut at 2·5 µm with a Microm HM360 (Thermo Scientific, Walldorf, Germany) microtome. Staining was done with toluidin blue 0·1 %, and subsequently the slices were mounted using Eukitt® (O. Kindler GmbH, Freiburg, Germany). LM images were observed with a Leitz Dialux 20 microscope (Wetzlar, Germany) and digital photographs were made with a PixeLINK (PL-B622CF, Ottawa, Canada) camera.
RESULTS
All cyperoid spikelets studied have an indeterminate axis (rachilla) with few to many glumes, each subtending (or not) a flower. New glumes originate successively immediately below the rachilla apex, as in Scirpus sylvaticus (Fig. 10). The glumes are spirally to distichously arranged and this organization may change in the course of spikelet development, as in Scirpus falsus, where newly formed, distally situated glumes are arranged distichously and more proximally, the glume arrangement is spiral (Fig. 11). In many species, the glumes become winged in the course of their development. In all distichously organized species studied, wings are present and decurrent, partially enveloping the lower, alternate flower. In the SEM image of Cyperus laevigatus (Fig. 12), two successive flowers are visible, an older one to the front coloured red, seen from the lateral–abaxial side, and an alternate, higher positioned, younger, blue-coloured flower to the rear. The wings (also in blue) of the glume subtending the ‘blue’ flower partially envelop the older, ‘red’ flower. The LM image (Fig. 12) shows a cross-section through a spikelet of Cyperus laevigatus at the height of the insertion of the staminal filaments on the flower receptacle of a flower corresponding to the ‘red’ flower in the SEM image, as indicated by a red line on the SEM image. In the LM image, the corresponding flower is encircled. The wings of the flower subtending the glume (coloured in red) are fused with the rachilla (green coloured zone). The fusion zone of wings and rachilla grows with the rising rachilla, as in, for example, Pycreus pumilus (Fig. 13), consequently lifting up the main part of the glume. Simultaneously, there is metatopic displacement (see also the first paragraph in the discussion and Fig. 20) of the proximal flower primordium, which was raised by the growth of the rachilla and consequently separated from its subtending glume (indicated by a green double arrow at the right-hand image). The developing proximal flower is partially enclosed by the wings of the subtending glume of the alternate, higher positioned, second flower. In Pycreus pumilus, the glume-like prophyll has a swelling body situated between the prophyll/rachilla and the (removed) rachis. Quite early in their development, the glumes develop a pointed cap-like mucro (Fig. 13). In Schoenus nigricans, the concaulescent displacement of the distalmost positioned flower is so extreme that the distal (empty) glume (Gd) is positioned lower than the distalmost positioned flower (F1). The glume of this distalmost positioned flower (G1), which is not the distal glume, is positioned alternately and lower than the distal glume (Fig. 14). In this example the rachilla apex is hidden between the distalmost flower primordium and the distal glume.
In all Cariceae investigated, the male reproduction units together form a (co)florescence or terminal spikelet. Each primordium of a male reproduction unit is formed in the axil of a glume-like scale. These originate successively, immediately below the apex of the indeterminate rachis. Subsequently, this primordium differentiates into three stamen primordia. These develop into filaments and anthers (Fig. 15). Proximally on the rachis, female, single-flowered spikelets are formed with a more or less developed rachilla, depending on the genus or species considered. In most cases, the rachilla of a female spikelet grows out radially with respect to the relative main axis. In most Carex species, the rachilla remains under-developed, only visible at the abaxial side inside the perigynium (prophyll), below the female flower, at early developmental stages as shown here in Carex pendula (Fig. 16). The prophyll of the spikelet in Carex pendula is tubular at its base, but forms a two-keeled glume-like structure at the adaxial side (between rachilla and rachis). The developing, single, female flower of the spikelet is subtended by the prophyll (perigynium), and consists of only a dimerous gynoecium with two, laterally situated, stigma primordia. At this developmental stage, the ovary is still open, showing a single, centrally positioned ovule primordium (Fig. 16). In contrast, in Uncina rubra, the prophyll develops very soon into a closed, tubular utriculus, surrounding both the female flower it subtends and the rachilla. The rachilla grows out and a single glume is formed, which because of its position can be considered to be proximal as well as distal glume. The female spikelets show torsion with respect to the radial plane (determined by the rachis and the bract subtending the spikelet). As a result, the female spikelet appears to be fixed adjacently on the rachis (Fig. 16). The developing female flower in Uncinia rubra consists of a trimerous gynoecium, with the ovary wall surrounding the central ovule primordium, and on the top of the ovary wall two lateral and a single abaxial (with respect to the rachilla) stigma primordia (Fig. 16).
Spikelet reduction has been observed in many other taxa, for example Lipocarpha. In Lipocarpha nana, an inflorescence at early developmental stage consists of a indeterminate rachis, and many, spirally arranged spikelet primordia, each subtended by a bract. This inflorescence primordium is reminiscent of a developing spikelet in Fuirena ciliaris, consisting of an indeterminate rachilla, and many spirally arranged glumes, each subtending a flower primordium (Fig. 17). Spikelet primordia in Lipocarpha nana develop into single-flowered spikelets, each with a prophyll and a proximal glume, which subtends the flower primordium (Fig. 18).
DISCUSSION
Spikelets are indeterminate ultimate branches of the inflorescence
In most of the species studied, lateral spikelets obviously consist of an indeterminate rachilla, few to many lateral, distichously to spirally arranged glumes, each subtending (or not) a flower, and a prophyll at the base of the rachilla. All terminal spikelets observed also have an indeterminate axis. In all spikelets studied, older flowers are always situated proximally, whereas new glumes always appear laterally, immediately beneath the rachilla (or axis) apex. Therefore, each previous attempt to interpret spikelets as sympodial structures (e.g. Celakovsky, 1887; Kern, 1962; Richards et al., 2006) seems artificial and requires several auxiliary hypotheses to support the interpretation (Vrijdaghs et al., 2007). However, it is clear that some spikelets are more complex and difficult to interpret. Distichously arranged spikelets with winged glumes in particular have caused interpretational confusion. These spikelets were used as an argument in favour of the sympodial interpretation. Therefore, much attention was given to distichously organized spikelets with glumes with large wings, such as the spikelets in many species of the Cypereae tribe (sensu Goetghebeur, 1998). Vrijdaghs et al. (2007) showed that spikelets in Schoenus nigricans have the same Bauplan (building plan, blueprint) as the spikelets in most other cyperoid genera. They considered the interpretational confusion in spikelets in Schoenus nigricans to be caused by concaulescent metatopic displacement (Weberling, 1992) of flowers. This causes the distal glume to be positioned lower than the last formed flower. The glumes in Schoenus nigricans are winged, with the wings partially enveloping the lower alternate flower. This is also the case in most Cypereae species. Figures 12 and and1313 show that the bases of the wings are fused with the rachilla. This fusion zone grows with the rising rachilla, elongating the wing tips along the internode and displacing the main part of the glume and the flower primordium in its axil.
In summary, the idiosyncratic structure of distichously organized spikelets is due to two distinct phenomena of metatopic displacement which may be present simultaneously to a greater or lesser degree: (1) concaulescent growth of the flower with the rachilla, which separates it from its subtending glume; and (2) in distichously organized spikelets most of a glume (including the flower primordium in its axil) is displaced by the growth of the fusion zone of the rachilla itself (and not a newly formed lateral axis) and the wings of the glume. As a consequence, a glume originates at a node, and subsequently the main part of it is raised to a higher level, the next node on the rachilla. Hence, the fusion zone of the wings of a glume and rachilla runs along the internode. At the initial insertion point of the glume, the wing tips may develop, partially enveloping a previously formed flower, which is at a lower position of the alternate side with respect to the displaced main part of the considered glume (Figs 12, ,1313 and and19).19). This kind of metatopic displacement was not defined by Weberling (1992), who distinguished between concaulescence, recaulescence and anaphysis: ‘In recaulescence the axillary bud is shifted for some distance towards the base of the subtending leaf, the insertion of which is displaced on the branch for a smaller or greater distance above its original position, after stretching of the common basal zone of both organs’ (Weberling, 1992, p. 217). Consequently, in recaulescence, the main part of a bract is displaced by growth of the newly formed lateral axis which it subtends, thus transforming the part of the newly formed axis between the insertion point of the bract (where the new axis initially originated) and the displaced main part of the bract into a recaulescent zone. The lateral axis develops further above the displaced main part of the bract, there consisting of a ‘normal’ axis which will be terminated by a flower (Fig. 20). The metatopic displacement of the main part of the glumes in distichous spikelets also differs from Weberling's definition of anaphysis: ‘We speak of anaphysis if an axillary bud with its subtending bract “is moved up to a position above the bract which follows it genetically” … ’ (Weberling, 1992, p. 218).
Therefore, we suggest a new term for this kind of ‘recaulescence along the rachilla itself’, epicaulescence, as the displacement of the main part of the glume occurs upon the rachilla (Figs 19 and and20).20). In Schoenus nigricans, the concaulescent metatopic displacement of the flower is quite extreme, so it is possible that the next glume originates between the newest flower, which seems to be positioned above the rachilla apex and its subtending glume (Fig. 14). As a consequence, this phenomenon, combined with the epicaulescent growth of the wings of the glumes, gives the impression that the flower is terminating a new lateral axis.
In spikelets of Cyperus falsus, the proximal glumes are arranged spirally, whereas the distal ones are arranged distichously. Consequently, distichous arrangement of the glumes occurs at later stages of spikelet development. However, in Abildgaardia, the proximal glumes are arranged distichously and the distal ones spirally. In some species, such as Ficinia fascicularis, Machaerina anceps and Rhynchospora pubera (Goetghebeur, 1986), co(florescences) or terminal spikelets have a spiral arrangement of the glumes, whereas the lateral spikelets have a distichous organization. In contrast, in Blysmus the terminal spikelets are distichously organized and the lateral ones spirally. This shows that the characters ‘distichous/spiral (and all intermediary phyllotaxies) arrangement of the glumes’ often depend on conditions of growth and spacial environment.
Female spikelets and male (co)florescences/terminal spikelets in Cariceae
In Cariceae, the inflorescence is often a spike of spikelets with the male reproductive units at the distal part, and the female spikelets proximally (Figs 9, ,1515 and and21).21). Ontogenetically, this Bauplan or building plan raises questions about the concept of the spikelet itself, as Timonen (1998) has already stated. Moreover, as the male reproductive units as well as the female spikelets each originate from a primordium in the axil of a bract, all these primordia are (serially) homologous, taking positional homology as the main criterion (Fig. 21; Remane, 1956; Classen-Bockhoff, 2005). This logically brought Timonen to suppose that the male reproductive units must be highly reduced male spikelets (Timonen, 1993, 1998). However, neither she nor other investigators found indications of a reduction of a hypothetical more developed spikelet with male flowers. In contrast, in the female spikelets, such reduction series exists (e.g. Haines and Lye, 1983; Goetghebeur, 1986). Moreover, ontogenetic investigation of the male reproductive units has until now not revealed remnants of spikelet structures such as a prophyll, rachilla, glumes or non-androecial floral parts (Fig. 15). Therefore, we consider that the male reproduction units are not derived by reduction from a hypothetical ancestral spikelet and that, consequently, further ontogenetic research for remnants of such a reduction is of little value. We consider the male reproductive units to be real male flowers. In analogy with Gould's (2002) suggestion that floral primordia or phyllomes can be considered as ‘empty boxes’ to be filled in by the expression of developmental processes and regulation systems such as the ABC-model of Weigel and Meyerowitz (1994), we postulate that all primordia formed in the axil of successively originating glumes/bracts should be considered as developmentally undetermined, homologous by position to each other and consequently serial homologues. However, due to the open nature of plant development, primordia have a large flexibility to follow one (or possibly several simultaneously expressed) developmental programme(s). The activated developmental programme(s) will eventually determine the ‘special quality’ (Remane, 1956) of the structure that is developed from a given primordium; in other words, its identity. Because of the flexibility of plants to activate different developmental programmes in a given primordium according to circumstances and needs of the moment, we consider that in plants, ‘special quality’ is a secondary, though indispensable, homology criterion, as it depends on the activation of the developmental programme(s) that will eventually give identity to the structure; the only stable morphological homology criterion referring to the ontogenetic origin is ‘position’ (Remane, 1956; Classen-Bockhoff, 2005). This explains that in Cariceae, homologous primordia can develop into structures as different as female spikelets and male flowers. The above-mentioned developmental flexibility of plants also explains why we do not find remnants of spikelet structures in the male flowers, as the switching on or off of developmental programmes (in the case of Cariceae, it concerns the programmes making a given primordium develop into a male flower, or a female spikelet) is not the result of evolution. The fact that in Cariceae this kind of inflorescence apparently is successful only shows that using flexibility in the ‘filling in of empty boxes’ can result in fit plants. Moreover, in Cariceae, the female spikelets are deciduous as a whole. In contrast, the male reproductive units are not, and these usually terminate a culm or a lateral axis (with the exception of Carex section Vignea). Consequently, male (co)florescences are considered to be terminal spikelets, consisting of the axis and glumes subtending male flowers.
Symptoms of an ontogenetic switch ‘flower/lateral spikelet’
In several species of the tribe Cypereae sensu Goetghebeur (1998), a highly derived tribe within Cyperoideae (Fig. 1), a similar, but inverse phenomenon within spikelets was observed: primordia in the axil of new glumes are supposed to develop into flowers. However, often some of these primordia do not develop into a flower, but into a secondary spikelet (Vrijdaghs et al., 2009). Here, too, all primordia in the axil of a glume are position homologues. And the ‘filling in of the empty box’ determines the final ‘special quality’ of the resulting structure, ‘flower’ or ‘secondary spikelet’. One might interpret (as we earlier did) this phenomenon as an indication that spikelets result from a reduction of a compound partial inflorescence, but why then have we not found more transitional forms in all tribes, especially the more basal ones such as Scirpeae (Fig. 1)? The answer is again that there was no such evolution from a compound partial inflorescence to a modern spikelet, but that the occurrence of secondary spikelets follows from the flexibility that plants possess to activate different developmental programmes in a given primordium. Related to the discussion above about the determination of a given primordium is the study of the transition zone in species with terminal spikelets, such as Cyperus luzulae. Following Weberling (1992), a terminal spikelet is a florescence (Guarise and Vegetti, 2008), with bracts (glumes) each subtending a flower. These originate in the same way as in lateral spikelets, immediately beneath the apex of the axis (rachis). Developing bracts soon get a primordium in their axil, which develops into a flower, or at a given moment into a spikelet. Again this concerns position homologues, empty boxes, which will be filled in first as spikelets and later as flowers. Another illustration of this principle is given by the development of species of Lipocarpha. There is a striking analogy between the development of an inflorescence (spike of spikelets) of a species such as Lipocarpha nana and the development of a spikelet in one such as Fuirena ciliaris (Figs 17 and and18).18). However, each primordium in L. nana is determined to develop into a single flower spikelet, whereas similar primordia in F. ciliaris develop into flowers (Fig. 18). The results of Smith (1967), showing that phytohormones influence the determination of axillary primordia in Carex (whether they develop into male flower, lateral spike of spikelets or female spikelets), also suggest the existence of an ontogenetic switch.
CONCLUSIONS
In all cyperoid species studied, spikelets, the ultimate inflorescence branches, consist of a indeterminate rachilla, and one to many spirally to distichously arranged glumes, each subtending (or not) a flower. Typologically, spikelets are open spikes or racemose ultimate inflorescence branches. In spikelets with distichously arranged glumes, the glumes often have wings. A fusion zone of the wings of a glume and the rachilla grows out with the rising rachilla, displacing metatopically the main part of the glume and the flower primordium in its axil to the next node. This previously undescribed kind of metatopic displacement is termed here ‘epicaulescence’. Moreover, in distichously organized spikelets, the flowers tend to grow concaulescently with the rachilla, which separates them from their subtending glume. The combination of both metatopic displacement phenomena results in a zigzagging rachilla at maturity, which caused interpretational controversy in the past. In several clades, particularly the most derived ones, there is a tendency towards reduction of the spikelets and to transfer the spikelet functions to the inflorescence. In Cypereae, primordia in the axil of a glume sometimes develop into a secondary spikelet instead of a flower. This can be explained by a putative ontogenetic switch which determines whether such a primordium will develop into a flower or into a lateral axis (secondary spikelet). In that way, in Cariceae, the initial formation of (later in the development of the proximally positioned spike) female single-flowered spikelets and later the formation of (consequently distally positioned) male flowers, both from positionally homologous primordia, can be understood.
ACKNOWLEDGEMENTS
We thank Jeremy Bruhl (University of New England, NSW, Australia) and Regine Classen-Bockhoff (Gutenberg University, Mainz, Germany) for their theoretical contributions to spikelet structure and morphological homology respectively, and also our laboratory technicians Anja Vandeperre (schemes) and Nathalie Geerts (LM). This work was supported financially by research grants of the K.U. Leuven (OT/05/35) and of the Fund for Scientific Research-Flanders (FWO-Vlaanderen, Belgium, G.0268·04).
APPENDIX 1
Species of Cyperaceae studied and voucher data
Species | Collected by | Localization | Date | Voucher number |
---|---|---|---|---|
Alinula lipocarhoides | Muasya | Kenya | AM 2592 | |
Baumea rubiginosa | Hodgon/Bruhl | Western Australia | 10/2003 | JH 792 |
Bulbostylis hispidula | Muasya | Kenya | AM 2126 | |
Bulbostylis hispidula | Muasya | Kenya | AM 2466 | |
Carex capitata | Goetghebeur | University of Gent | 04/2005 | PG 10465 |
Carex capitata | Goetghebeur | University of Gent | 04/2005 | PG 10466 |
Carex cristatella | AV | University of Gent | ||
Carex elata | AV | Ptk-K.U. Leuven | 05/2005 | AV 11 |
Carex pallescens | AV | Ptk-K.U. Leuven | 04/2002 | AV 07 |
Carex pendula | Goetghebeur | University of Gent | 04/2001 | |
Carpha sp. | Muasya | South Africa (SA) | 12/2006 | AM 2907 |
Cladium mariscus | AV | KDTN-Leuven | 04–06/2002 | AV 05 |
Cladium mariscus | AV | KDTN-Leuven | 04–06/2002 | AV 05 |
Cladium mariscus | AV | NPMeise | 05/2002 | AV 06 |
Coleochloa setifera | Muasya | Kenya | AM 2464 | |
Courtoisina assimilis | Muasya | Kenya | AM 2124 | |
Cyperus capitatus | Goetghebeur | University of Gent, HBUG2003-1782(w) | PG 10744 | |
Cyperus captitatus | Reynders | University of Gent, HBUG2003-1782(w) | ||
Cyperus congestus | Reynders | University of Gent, HBUG2002-0872 | 2002-0872 | |
Cyperus denudatus | Muasya | Kenya | AM 2417 | |
Cyperus digitalis | Muasya | Kenya | AM 2162 | |
Cyperus distans | Mwachala | SA | 12/2006 | Mwachala 694 |
Cyperus distans | Muaysa | Kenya | AM 2121 | |
Cyperus dubius | Muasya | Kenya | AM 2188 | |
Cyperus dubius | Mwachala ea | Kenya | EW 3878 | |
Cyperus eragrostis | I. Larridon | University of Gent, HBUG1986-0588 | 2008 | 1986-0588 |
Cyperus haspan | Muasya | Kenya | AM 2135 (EA) | |
Cyperus hemisphaeriscus | Mwachala ea | Kenya | EW 3893 | |
Cyperus involucratus | I. Larridon | University of Gent, HBUG1900-1130 | 2008 | 1900-1130 |
Cyperus kerstenii | Muasya | Kenya | 2005 | AM 2534 |
Cyperus laevigatus | Goetghebeur | University of Gent, HBUG1997-1237 | 09/2004 | PG 10202 |
Cyperus laevigatus2002 0878 | Reynders | University of Gent, HBUG2002-0878 | 2006 | 2002-0878 |
Cyperus laevigatus | Muasya | Kenya | AM 2610 | |
Cyperus luzulae | AV | University of Gent (S.Am), HBUG1900-3306 | 19003306 | |
Cyperus pectinatus | Mwachala | Kenya | Mwachala 341 | |
Cyperus podocarpus | A Chevalier | Mali | 1910 | AC 2472 (BR) |
Cyperus prolifer | I. Larridon | University of Gent, HBUG2001-1697 | 2008 | 2001-1697 |
Cyperus natalensis | Muasya | SA | 04/2008 | AM 3805 |
Cyperus owanii | I.Larridon | University of Gent, HBUG1985-0260 | 2008 | 1985-0260 |
Cyperus pulchellus | Muasya | Kenya | AM 2131 | |
Cyperus rotundus | Muasya | Kenya | AM 2117 | |
Cyperus rotundus | Muasya | Kenya | AM 2164 | |
Cyperus squamosus | Muasya | Kenya | AM 2122 | |
Scirpus falsus | Muasya | SA | 04/2008 | AM 3748 |
Dulichium arundinaceum | Goetghebeur | University of Gent | 2003 | PG 9914 |
Eleocharis palustris | AV | KDTN-Leuven | 09/04/02 | AV07a |
Eleocharis palustris | AV | KDTN-Leuven | AV07b | |
Eriophorum latifolium | Goetghebeur | University of Gent | 03/2004 | PG 10185 |
Eriophorum latifolium | AV | KDTN-Leuven | AV 04 | |
Ficinia angustifolia | Muasya | Cape Peninsula, SA | 07/11/2002 | AM 2202 |
Ficinia brevifolia | Muasya | Cape Peninsula, SA | 07/11/2002 | AM 2205 (BOL, EA, K) |
Ficinia bulbosa | Muasya | Calendon, SA | 15/11/2002 | AM 2243 |
Ficinia capitella | Muasya | Cape Peninsula, SA | 07/11/2002 | AM 2206 (BOL, EA, K) |
Ficinia distans | Muasya | Calendon, SA | 21/11/2002 | AM 2283 |
Ficinia dunensis | Muasya | Calendon, SA | 15/11/2002 | AM 2242 |
Ficinia gracilis | Muasya | Swellendam, SA | 16/11/2002 | AM 2248 (BOL, EA, K) |
Ficinia gracilis | Muasya | Kenya | AM 2571 | |
Ficinia minutiflora | Esterhuysen | Calendon, SA | 1975 | 33777 (PRE) |
Ficinia minutiflora | Muasya | Calendon, SA | 17/11/2002 | AM 2257 (BOL, EA, K) |
Ficinia nigrescens | Muasya | SA | 12/2006 | AM 2881 |
Ficinia polystachya | Muasya | Cape Peninsula, SA | 30/11/2002 | AM 2320 |
Ficinia radiata | Muaysa | Calendon, SA | 17/11/2002 | AM 2262 (BOL, EA, K) |
Ficinia scandia | Muasya | SA | 12/2006 | AM 2908 |
Ficinia tristachya | Muasya | Calendon, SA | 17/11/2002 | AM 2255 |
Ficinia tristachya | Muasya | Calendon, SA | 17/11/2002 | AM 2256 |
Ficinia zeyheri | Muasya | Calendon, SA | 17/11/2002 | AM 2209 (BOL, EA, K) |
Fimbristylis complicata | Muasya | Kenya | AM 2147 | |
Fimbristylis dichotoma | Malombe&AMM | Kenya | Malombe 41 | |
Fimbristylis ferruginea | Muasya | Kenya | AM 2127 | |
Fimbristylis pterigosperma | Harwood | Australia, Northern Territories (NT) | RKH 1163 | |
Fimbristylis tetragona | Harwood | Australia, NT | RKH 1128 | |
Fimbristylis xyridis | Harwood | Australia, NT | RKH 1162 | |
Fuirena abnormalis | Muasya | Kenya | AM 2192 | |
Fuirena ciliaris | Harwood | Australia NT | RKH 1173 | |
Fuirena leptostachya | Muasya | Kenya | AM 2136 | |
Fuirena pubescens | Muasya | Kenya | AM 2149 | |
Hellmuthia membranacea | Bytebier | Cape Peninsula, SA | 31/07/05 | Bytebier 2645 |
Hellmuthia membranacea | Muasya | Cape Peninsula, SA | 07/2005 | AM 2792 |
Isolepis antarctica | Muasya | Swellendam, SA | 16/11/2002 | AM 2247 (BOL, EA, K) |
Isolepis digitata | Muasya | Calendon, SA | 17/11/2002 | AM 2258 |
Isolepis fluitans | Muasya | Kenya | 2005 | AM 2604 |
Isolepis fluitans | Muasya | Kenya | 2005 | AM 2541 |
Isolepis prolifera | Muasya | Calendon, SA | 17/11/2002 | AM 2265 |
Isolepis setacea | Muasya | Kenya | AM 2558 (EA) | |
Isolepis setacea | Muasya | Kenya | 2005 | AM 2547 |
Isolepis setacea | Muasya | SA | 12/2006 | AM 2540 |
Kobresia myosaroides | Goetghebeur | University of Gent | 2004 | PG 10009 |
Kobresia myosaroides | Reynders | University of Gent, HBUG3003-0642 | 2006 | 3003-0642 |
Kyllinga eximia | Muasya | Kenya | AM 2137 | |
Kyllinga apendiculata | Muasya | Kenya (alpine zone) | 2005 | AM 2563 |
Kyllinga bulbosa | Reynders | University of Gent | 12/2004 | |
Kyllinga chlorotropis | Muasya | Kenya | 2005 | AM 2606 |
Kyllinga comosipes | Musili | Kenya | 2005 | MM 001 |
Kyllinga comosipes | Muasya | Kenya | AM 2119 | |
Kyllinga flava | Muasya | Kenya | AM 2125 | |
Kyllinga flava | Musili | Kenya | 2005 | MM 009 |
Kyllinga microbulbosa | Muasya | Kenya | 2005 | AM 2658 |
Kyllinga microbulbosa | Mwachala | SA | 12/2006 | Mwachala 799 |
Kyllinga monocephala | Reynders | University of Gent | MR 19 | |
Kyllinga nemoralis | M. Reynders | University of Gent, HBUG2006-1237 | 2008 | 2006-1237 |
Kyllinga polyphylla | Reynders | Kenya | 12/2004 | |
Kyllinga vaginata | Caris | Berlin, Germany | 02/2002 | |
Kyllingiella polyphylla | Muasya | Kenya | AM 2123 | |
Kyllingiella polyphylla | Muasya | Kenya | AM 2435 | |
Lepidosperma tetraquetrum | Hodgon/Bruhl | Western Australia | 03/10/2003 | JH 737 |
Lipocarpha chinensis | Mwachala | SA | 12/2006 | Mwachala 873 |
Lipocarpha isolepis | Muaysa | Kenya | 12/2006 | AM 2748 |
Lipocarpha leymannii | Muasya | Kenya | 12/2006 | AM 3132 |
Lipocarpha nana | Muasya | Kenya | AM 2194 | |
Oxycaryum cubense | Mwachala ea | Kenya | Mwachala 340 | |
Pseudoschoenus sp. | Muasya | SA | 12/2006 | AM 3061 |
Pycreus bipartitus | Reynders | University of Gent, HBUG2005-0801(s) | 11/2004 | |
Pycreus flavescens | Reynders | University of Gent, HBUG2005-0401 | 2008 | 2005-0401 |
Pycreus pelophylus | Muasya | Kenya | AM 2139 | |
Pycreus pelophilus | Musili | Kenya | 2005 | MM 029 |
Pycreus podophylla | Muasya | Kenya | 2005 | AM 2139 |
Pycreus polystachyos spp. holosericeus | Reynders | University of Gent, HBUG2006-1258(w) | 07/07 | 2006-1258 |
Pycreus pumilus | Muasya | Kenya | 2005 | AM 2134 |
Pycreus sanguinolentus | Muasya | Kenya | AM 2157 | |
Pycreus sanguinolentus | Reynders | University of Gent, HBUG2006-1753 (w) | 07/07 | 2006-1753 |
Queenslandiella hyalina | Muasya | Mombasa (Kenya) | AM 2189 | |
Queenslandiella hyalina | Muasya | Mombasa (Kenya) | AM 2190 | |
Rhynchospora DO150138 | Harwood | Australia (NT) | RKH 1127 | |
Rhynchospora cephalotes | MS Samain | Surinam | 08/2006 | MS2006 018 |
Rhynchospora nervosa | Reynders | Philipines/HBUG2002-0277 | 11/2007 | 2002-0277 |
Schoenoplectus senegalensis | Malombe-Muasya | Kenya | Malombe 40 | |
Schoenoxiphium leymanii | Malombe | Kenya | KG96 | |
Schoenoxiphium sparteum | Muasya | Kenya | 2005 | AM 2566 |
Schoenus melanostachys | Bruhl | North-east Australia | 2007 | J.J. Bruhl 2447 (NE) |
Schoenus nigricans | AV | Ptk-K.U. Leuven | 04/2003 | AV 01 |
Scirpoides holoschoenus | AV | KDTN-Leuven | AV 03 | |
Scirpus sylvaticus | AV | Ptk-K.U. Leuven | AV02 | |
Scleria rugosa | Harwood | Australia (NT) | RKH 1134 | |
Uncinia divaricata | Goetghebeur | University of Gent/New Zealand | 10/2001 | 1998-07771-W |
Uncinia divaricata | Goetghebeur | University of Gent | 10/2001 | PG 9728 |
Uncinia rubra | Goetghebeur | University of Gent | 09/2001 | PG 9727 |
Abbreviations: AV, A. Vrijdaghs; KDTN-Leuven, botanical garden of the town of Leuven, Belgium; Ptk-K. U. Leuven, botanical garden of the Institute of Botany of the K. U. Leuven, Belgium; University of Gent, botanical garden of the University of Ghent, Belgium.
APPENDIX 2
Authorities of cyperoid species and genera mentioned in the text.
Abildgaardia Vahl |
Ascolepis Nees ex Steudel |
Carex L. |
Carex cristatella Britton |
Carex pendula Moench. |
Cyperus L. |
Cyperus alternifolius L. |
Cyperus capitatus Poir. |
Cyperus congestus Vahl |
Cyperus haspan L. |
Cyperus laevigatus L. |
Cyperus luzulae Rottb. ex Willd. |
Dulichium L.C. Richard |
Dulichium arundinaceum (L.) Britton |
Eleocharis palustris (L.) Roem. & Schult. |
Eriophorum latifolium Hoppe |
Ficinia brevifolia Nees ex Kunth |
Ficinia fascicularis Nees |
Fuirena ciliaris (L.) Roxb. |
Kyllinga Rottb |
Lipocarpha R. Brown |
Lipocarpha chinensis Osb. |
Lipocarpha nana (A.Rich.) Cherm. |
Machaerina anceps (Poir.) Bojer |
Mariscus Vahl |
Pycreus P.Beauv. |
Pycreus polystachyos (Rottb.) P.Beauv. |
Pycreus pelophilus (Ridl.) C.B.Clarke |
Pycreus pumilus (L.) Nees |
Pycreus sanguinolentus Nees |
Queenslandiella Domin |
Rhynchospora latifolia (Baldwin ex Elliott) W.W.Thomas |
Rhynchospora pubera Boeckeler |
Schoenus nigricans L. |
Scirpoides holoschoenus (L.) Sojàk |
Scirpus falsus C.B. Clarke |
Scirpus sylvaticus L. |
Torulinium Desv.(=Cyperus) |
Uncinia Pers. |
Uncinia rubra Colenso ex Boott |
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