South African Journal of Botany 157 (2023) 372 379
Contents lists available at ScienceDirect
South African Journal of Botany
journal homepage: www.elsevier.com/locate/sajb
Ligule and contraligule in Cyperaceae: A systematic review
Lucas Alves-dos-Santosa,*, Ana Paula do Nascimento Pratab, Bruno Edson-Chavesc,
da Cruz Martinsa, Delmira da Costa Silvad, Lailson Ce
sar Andrade Gomesb,
Daniel Jose
a
via de Albuquerque Melo-de-Pinnaa
Vitor Fernando Pereira de Jesus , Gladys Fla
a
~o Paulo, Rua do Mata
~o 277, Cidade Universita
ria, Sa
~o Paulo, SP 05508-090, Brazil
Department of Botany, University of Sa
rias (CECA), Federal University of Alagoas, Rio Largo, AL 7100-000, Brazil
Centro de Ci^encias Agra
~o, Ci^encias e Letras de Iguatu,
, Av. Da
rio Rabelo s/n, Iguatu, CE 63500‑000, Brazil
University of Ceara
Faculdade de Educaç a
d
Campus Soane Nazare de Andrade, University of Santa Cruz, Rodovia Jorge Amado, Ilheus, BA 45662-900, Brazil
b
c
A R T I C L E
I N F O
Article History:
Received 24 November 2022
Revised 31 March 2023
Accepted 4 April 2023
Available online xxx
Edited by: Prof G.V. Cron
Keywords:
Dorsal ligule
Eligulate
Leaf sheath
Membranous ligule
Poales
A B S T R A C T
Cyperaceae is the second largest family of Poales, with approximately 5700 species distributed across 95 genera. The occurrence of the ligule, a membranous or ciliate structure located on the adaxial surface between
the leaf sheath and leaf blade, is a characteristic that requires investigation, since in the few studies done on
this structure in Cyperaceae, it is clear that there are genera that have a ligule. In this family, the presence of
a contraligule is also described, a rare ligule-like structure that is more or less triangular on top of the sheath
in the region opposite to the leaf blade. Thus, this study was carried out with the objective of understanding
the presence and diversity of the ligule and contraligule in Cyperaceae, investigating whether they are
uncommon structures or if they have received little importance in the literature. For this, a systematic survey
was conducted in five databases, and 1/5 of the species in the family were investigated in herbaria, either in
person or virtually. Studies that contained information regarding the absence or presence of ligules or contraligules in Cyperaceae at any taxonomic level were considered. Of the 24 Cyperaceae tribes, 17 had at least
one species with a ligule. Of the 95 genera investigated, 42 had at least one species with a ligule. Contraligule
was observed in 12 tribes and 20 genera. We noted that these two structures are absent in most species but
still play important roles in the taxonomy of the groups in which they are present. Cyperaceae has many ligulate representatives, which disagrees with the classification of the family as eligulate.
© 2023 SAAB. Published by Elsevier B.V. All rights reserved.
1. Introduction
Cyperaceae is a widely diverse family of herbaceous plants comprising about 5700 species distributed in two subfamilies, 24 tribes,
and 95 genera (Larridon et al., 2021). Although it has a cosmopolitan
distribution, this family shows great diversity in the tropics (Simpson
and Inglis, 2001), with 30 genera and 647 species recognized in Brazil, of which 196 are endemic (Schneider et al., 2022). The wide geographic distribution reflects an equally rich diversity in the natural
history of the family, including annual, perennial, wind- and insectpollinated plants, C3 and C4 organization, and aquatic and terrestrial
habits (Goetghebeur, 1998; Naczi and Ford, 2008; Larridon et al.,
2021; Schneider et al., 2022).
The leaf in Cyperaceae presents the typical morphology of monocotyledons, with leaf blade and sheath, which in this family is generally closed (Goetghebeur, 1998). The morphological diversity of the
leaves in Cyperaceae includes structures such as the ligule and contraligule, which are present in some genera.
* Corresponding author.
E-mail address: lucas.alvees1235@usp.br (L. Alves-dos-Santos).
https://doi.org/10.1016/j.sajb.2023.04.011
0254-6299/© 2023 SAAB. Published by Elsevier B.V. All rights reserved.
The ligule is an appendage, membranous or ciliated, located in the
line dividing the leaf sheath and leaf blade (Font Quer, 2001; Melode-Pinna and Cruz, 2020; Edson-Chaves et al., 2022), that when well
distinguished, is useful to clearly delimit these two regions of the leaf
(Tsiantis and Langdale, 1998). Although described as absent in Cyperaceae (Ravi and Mohanan, 2002; Pantoja, 2016) or rare (Metcalfe,
1971; Judd et al., 2009), Mohlenbrock (2005) describes the ligule as
"mostly present" in the family. In Poales, the ligule is present in Joinvilleaceae, Juncaceae, Poaceae, Xyridaceae, and Cyperaceae (EdsonChaves et al., 2022). In Poaceae, this structure has received great
attention and has been explored by anatomical (Metcalfe, 1960; Chaffey, 1994; Szabo et al., 2006), evolutionary (Edson-Chaves et al.,
2022), and ontogenetic (Edson-Chaves, 2022) approaches.
The contraligule is a more or less triangular ligule-like structure
located at the top of the sheath opposite the leaf blade (Dahlgren et
al., 1985; Mayfield, 2021). Although also considered rare in Cyperaceae (Goetghebeur, 1998), this structure has great diagnostic importance for the genera in which it occurs, and shows some variability
within the family. For example, in Carex L., the contraligule may be
individualized or fused with the ligule to form a single tubular
L. Alves-dos-Santos, A.P.d.N. Prata, B. Edson-Chaves et al.
South African Journal of Botany 157 (2023) 372 379
structure (Cusset and Hoa Tran Thi Tuyet, 1965). These authors
named "ligule sensu stricto" the structure only in the adaxial region
of the leaf and "ligule sensu lato" the whole structure that includes
the contraligule and the s.s. ligule. This classification is derived from
the close association between these two leaf structures, since both
ligule and contraligule constitute a single structure in some genera.
The presence of the ligule was investigated by Camelbeke and
Goetghebeur (1999) who provided a global analysis of this structure
in the family. However, since then, significant taxonomic changes
have occurred, notably in the delimitations of subfamilies and genera.
Therefore, a revision that considers the most recent taxonomic
delimitations is necessary, as already done in Poaceae (Edson-Chaves
et al., 2022). This study explored the distribution of the ligule and
contraligule in different groups of Cyperaceae, taking into account
the most up-to-date group classification and generating data that
will be useful in future research on the evolution of characters in the
family, as well as signaling important groups for developmental studies.
We observed all genera of Cyperaceae. Except for cases in which
only one specimen was available, at least two specimens were
observed for each species. In total, we evaluated the presence or
absence of ligule and contraligule of 1150 species, which represents
approximately 20% of the total diversity of the family. All species analyzed, as well as some of the exsiccatae observed, are presented in
Appendix B.
3. Results and discussion
We evaluated the presence of the ligule in all genera (Table 1) of
both subfamilies. Of the 24 tribes, seven (29,17%) were eligulate and
17 (70,83%) had at least one species with a ligule (Fig. 1). Information
regarding the presence or absence of the ligule on different tribes of
Cyperaceae obtained in this review was mapped based on the phylogenetic relationships proposed by Larridon et al. (2021). We found
that the ligule was completely absent in Mapanioideae, present only
in Cyperoideae (Fig. 2). In this subfamily, the eligulate tribes are distributed across the phylogeny, with a large clade primarily ligulate
(Scirpo Caricoid clade) and five eligulate tribes.
Seven tribes have all species with a ligule (Calliscirpeae, Dulichieae, Fuireneae, Khaosokieae, Schoenoplecteae, Sumatroscirpeae,
and Trichophoreae), which represents about 1,8% of all family diversity. Of these, five are monogeneric, with the exception of Dulichieae
(three genera) and Schoenoplecteae (two genera).
Also, seven tribes are completely eligulate (Bisboeckelereae, Bolboschoeneae, Carpheae, Cladieae, Chrysitricheae, Hypolytreae, and
Rhynchosporeae). They represent approximately 11,4% of the Cyperaceae, and are composed mostly of Rhynchospora Vahl (c. 400 spp.).
The ten remaining tribes (Abildgaardieae, Cariceae, Cryptangieae,
Cypereae, Eleocharideae, Pseudoschoeneae, Scirpeae, Schoeneae,
Sclerieae, and Trilepideae) have species both with and without a ligule and in these groups this structure may have taxonomic value at
generic or specific level. The biggest genera in which the ligule was
both present and absent were Carex (c. 2000 spp.), Cyperus L. (c. 960
spp.), and Fimbristylis Vahl (c. 320 spp.). The ligule is rare in Cryptangieae, given that it was present in only one monotypic genus (Koyamaea WW.Thomas & Davidse). We classified the ligule as unusual in
Abildgaardieae and Cypereae, given that, for Abildgaardieae, the ligule was only present in some species of Bulbostylis and Fimbristylis
and in some genera with few species, and in Cypereae the ligule was
present in only four genera (Table 2).
In Cariceae, Pseudoschoeneae, Scirpeae, Schoeneae, and Trilepideae, presence of the ligule was the majority. Specifically in Carex,
Camelbeke & Goetghebeur (1999) classified the entire genus as ligulate, but Bruhl (1995) described the ligule as usually present but
absent in aphyllous species. We found one species in which the ligule
appeared absent: Carex fraseriana Ker Gawl. (Holm, 1896; Roalson et
al., 2021). Several authors consider the leaf to be sheathless in C. fraseriana (Holm, 1896; Carter, 2005), which explains the absence of a
ligule, although the absence of a well-marked central vein has made
other authors hypothesize that, in fact, the leaf of this species is a
bladeless expanded sheath (e.g., Camelbeke and Goetghebeur, 1999).
2. Methodology
2.1. Bibliographic research strategy and inclusion criterion
The bibliographic research process was done in three stages: In
the first stage, searches were made in four databases, PubMed
(https://pubmed.ncbi.nlm.nih.gov/), Science Direct (https://www.sci
encedirect.com/), Scopus (https://www.scopus.com/) and Web of Science (https://www.webofscience.com/), using the keywords "ligule
AND Cyperaceae" and "contraligule AND Cyperaceae" for English and
"lígula AND Cyperaceae" and "contralígula AND Cyperaceae" for Portuguese, from which 111 references were obtained. Of these, 20 were
excluded because they represented repetitions. Of the resulting 91
articles, 37 were classified as useful for this review according to the
following inclusion criterion: information about the presence or
absence of ligule or contraligule in Cyperaceae at any taxonomic
level.
The second stage consisted of searching for articles in a fifth database, Google Scholar (https://scholar.google.com.br/), using the keyword "contraligule AND Cyperaceae", as a way to supplement
missing information left by the first step regarding the contraligule.
Of the 75 articles retrieved, 14 were excluded because they represented repetitions (they appeared more than once in the database
search or had been included in the previous step). Of the 61 resulting
articles, 57 were considered useful for this review according to the
inclusion criterion.
Finally, to compensate for the lack of information regarding the
ligule in 21 genera, original articles describing the genera, as well as
some traditional references, were added.
The family circumscription was based on Larridon et al. (2021). A
total of 102 articles were included, as listed in Appendix A.
2.2. Herbaria consultation
We conducted an extensive review of Cyperaceae genera to investigate the presence of the contraligule. Two herbaria were visited,
~o
MAC (Environment Institute, IMA-AL) and SPF (University of Sa
Paulo, USP), and 6 virtual databases were consulted: Australasian Virtual Herbarium (https://avh.ala.org.au/), BM (The Natural History
https://data.nhm.ac.uk/dataset/collection-specimens),
Museum,
Reflora (https://reflora.jbrj.gov.br/reflora/herbarioVirtual/ConsultaPu
blicoHVUC/ConsultaPublicoHVUC.do), K (Royal Botanic Gardens,
http://apps.kew.org/herbcat/gotoHomePage.do), NY (The New York
Botanical Garden, http://sweetgum.nybg.org/science/vh/) and P
um National d’Histoire Naturelle, https://science.mnhn.fr/insti
(Muse
tution/mnhn/item/search). Herbaria codes follow the Index Herbariorum (https://sweetgum.nybg.org/science/ih/).
Table 1
Results obtained and the total corresponding to each taxonomic level according to Larridon et al. (2021) and Larridon
(2022). Percentage of data in relation to the total of each taxonomic level.
373
Taxonomic level
Scope of results
Scope percentual
Subfamily
Tribe
Genus
Species
2/2
24/24
95/95
1150/5687
100%
100%
100%
20,22%
L. Alves-dos-Santos, A.P.d.N. Prata, B. Edson-Chaves et al.
South African Journal of Botany 157 (2023) 372 379
Fig. 1. Percentage of Cyperaceae tribes and genera that are ligulate (green) and eligulate (red). (For interpretation of the references to colour in this figure legend, the reader is
referred to the web version of this article.)
Fig. 2. Mapping results for presence (black), absence (white) and both presence and absence (black and white) of ligule and contraligule following the phylogeny proposed by Larridon et al. (2021). The subfamily Mapanioideae is represented in blue and Cyperoideae in orange.
pez, 2012; ArdisBruhl, 1995; Larridon, 2006; Larridon et al., 2008; Lo
sone, 2018; Silva, 2021). A curious feature of Bulbostylis is the pres pez, 2012) a feature
ence of trichomes on the top of the sheath (Lo
that can easily be mistaken for a ciliate ligule. Distinguishing between
a ligule and these long trichomes at the apex of the sheath can be
aided by the position of the structures, but this is not always sufficient: in some species, the long trichomes start from both the sides of
the sheath and the membranous ligule itself (see excellent illustrapez, 2012). However, there is no doubt about the presence
tions in Lo
of a ligule in Bulbostylis, either membranous or ciliate.
Given the universal presence of the ligule in seven tribes and in
most species of another five tribes, we estimate that the ligule is present in approximately 43% of Cyperaceae species, a number primarily
including species of Carex, a genus that solely represents about 35%
of ligulate species (these values are estimations, since we have not
examined every species of the family). Carex is present in a primarily
ligulate clade (Scirpo-Caricoid Clade) that includes seven tribes and
14 genera (Fig. 2). Only one of these 14 genera did not have species
with a ligule, Phylloscirpus C.B.Clarke, with three species. High conservation of the ligule is a curious characteristic of this clade, and the
eligulate species probably represent reversions from a ligulate ancestor.
We found conflicting information regarding the presence of a ligule in Anthelepis R.L.Barrett, K.L.Wilson, & J.J.Bruhl (Schoeneae). In
describing the genus, Barrett et al. (2019) described all four species as
“apparently lacking a ligule” (p. 278). Larridon et al. (2021), however,
describes the subtribe Anthelepidinae (which has only the genus
Anthelepis) as “ligulate”. Indeed, all four Anthelepis species have a distinct ligule (Barrett, pers. com.).
There are three morphological types of ligules in Cyperaceae
reported in the literature: membranous, ciliate, and firm; the first
two have been extensively reported by several authors (e.g., Kukkonen and Toivonen, 1988; Camelbeke et al., 1997; Elliott et al., 2019;
Ribeiro et al., 2021).
The membranous ligule was reported in Actinoscirpus, Carex, Cyperus, Fuirena, Ptilothrix, Schoenoplectiella, and Schoenus. In Carex, the
A curious aspect is the presence of a ligule in Eleocharis, Schoenoplectiella Lye and Schoenoplectus (Rchb.) Palla. These genera have species with lamina absent or reduced to a setiform structure called
lez-Elizondo and Peterson, 1997; Hinchliff et al.,
"mucro" (Gonza
2010). In Schoenoplectiella, the ligule is present and can be easily
identified in species with lamina (either well developed or reduced
to a mucro), but in species without lamina, the presence of a ligule
can be obscure, since the ligule is a leaf structure located between the
sheath and lamina. As discussed by Hayasaka (2012), in Schoenoplectus and Schoenoplectiella without a lamina (either well developed or
reduced to a mucro), the apex of the sheath has a hyaline ligulate
margin, something that the author does not consider a ligule,
although he interprets it as homologous to the ligule found in species
with lamina.
For Eleocharis, the genus is usually considered as eligulate, an
expected condition given the absence of lamina in most species.
However, we found species in which the line between the sheath and
the reduced lamina (mucro) presented a ligulate structure (Fig. 3).
Camelbeke and Goetghebeur (1999) and Goetghebeur (1998) both
classified the genus as wholly eligulate, but Bruhl (1995) recognized
the presence of the ligule in the genus and signaled its presence in
two species, E. congesta and E. dietrichiana (both not available for consultation). The ligulate structure that we found in some species
(Fig. 3) was unusual in this genus and is considered a ligule by Bruhl
(1995), but not by others. We followed Bruhl (1995) in Table 2 and
classified the genus as mostly eligulate, but it seems to us that this is
a topic for further discussion, and that considering Eleocharis as eligulate may not be the most appropriate.
Examining the three major genera of Abildgaardieae, Kral (1971)
reports the presence of a ligule in some species of Fimbristylis but
points out that "neither Abildgaardia nor Bulbostylis produces a comparable structure” (p. 62). In agreement with this, Goetghebeur
(1998) and Camelbeke and Goetghebeur (1999) also classified the latter two genera as eligulate. In fact, there is no ligule in Abildgaardia
zy et al., 2022). It is now clear that some Bulbostylis species
(Mesterha
have a ciliate ligule, as reported by some authors (Tucker, 1987;
374
L. Alves-dos-Santos, A.P.d.N. Prata, B. Edson-Chaves et al.
South African Journal of Botany 157 (2023) 372 379
Table 2 (Continued)
Table 2
Presence or absence of ligule and contraligule on the genera of Cyperaceae. “+”
means presence and “-” means absence. When both the character states are present, the first sign represents the majority of the species (e.g., “-/+” means mostly
eligulate but with at least one ligulate species).
Subfamily/tribe
MAPANIOIDEAE
Chrysitricheae
Hypolytreae
CYPEROIDEAE
Trilepideae
Genus
Ligule
Contraligule
Dulichium Pers.
Blysmopsis Oteng-Yeb.
Blysmus Panz. ex Schult.
+
+
+
+
+
Khaosokieae
Khaosokia D.A.Simpson
+
Calliscirpeae
Calliscirpus C.N.Gilmour, J.R.Starr
& Naczi
+
Scirpeae
Amphiscirpus Oteng-Yeb.
Zameioscirpus Dhooge & Goetgh.
v.-Bourret, DonaRhodoscirpus Le
dío & J.R.Starr
Phylloscirpus C.B.Clarke
Eriophorum L.
Scirpus Tourn. ex L.
+
+
+
+
+
Trichophoreae
Trichophorum Pers
+
Sumatroscirpeae
Sumatroscirpus Oteng-Yeb.
+
Cariceae
Carex L.
+/-
Eleocharideae
Eleocharis R.Br
-/+
Abildgaardieae
Nelmesia Van der Veken
Bulbostylis Kunth
Zulustylis Muasya
Trichoschoenus J.Raynal
Actinoschoenus Benth.
Arthrostylis R.Br.
Trachystylis S.T.Blake
Scleroschoenus K.L.Wilson, J.J.
Bruhl & R.L.Barrett
Abildgaardia Vahl
Fimbristylis Vahl
Hypolytrum Pers.
Paramapania Uittien
Scirpodendron Zipp. ex Kurz
Mapania Aubl.
Microdracoides Hua
Afrotrilepis (Gilly) J.Raynal
Trilepis Nees
Coleochloa Gilly
Cladium P.Browne
Bisboeckelereae
Bisboeckelera Kuntze
Calyptrocarya Nees
Becquerelia Brongn.
Diplacrum R.Br.
Sclerieae
Scleria P.J.Bergius
Carpheae
Trianoptiles Fenzl ex Endl.
Carpha Banks & Sol. ex R.Br.
Cryptangieae
Rhynchosporeae
Genus
Dulichieae
Contraligule
Diplasia Pers.
Exocarya Benth.
Capitularina J.Kern
Lepironia Pers.
Chrysitrix L.
Chorizandra R.Br.
Cladieae
Schoeneae
Ligule
Subfamily/tribe
+
+
-*
+
+
+
-/+
-/+
+/-
Koyamaea W.W.Thomas &
Davidse
Didymiandrum Gilly
Krenakia S.M.Costa
Cryptangium Schrad. ex Nees
Exochogyne C.B.Clarke
Lagenocarpus Nees
Cephalocarpus Nees
+
+
Anthelepis R.L.Barrett, K.L.Wilson
& J.J.Bruhl
Oreobolus R.Br.
Chamaedendron Larridon
Capeobolus Browning
Cyathocoma Nees
Costularia C.B.Clarke
Ptilothrix K.L.Wilson
Mesomelaena Nees
Cyathochaeta Nees
Gahnia J.R.Forst. & G.Forst.
Reedia F.Muell.
Gymnoschoenus Nees
Evandra R.Br.
Caustis R.Br.
Machaerina Vahl.
Neesenbeckia Levyns
Netrostylis R.L.Barrett, J.J.Bruhl &
K.L.Wilson
Lepidosperma Labill.
Chaetospora R.Br.
Tricostularia Nees
Ammothryon R.L.Barrett, K.L.Wilson & J.J.Bruhl
Xyroschoenus Larridon
Morelotia Gaudich.
Tetraria P.Beauv.
Schoenus L.
+
Rhynchospora Vahl
+/+
+
+/-/+
-/+
Fuireneae
Fuirena Rottb.
+
Schoenoplecteae
Actinoscirpus (Ohwi) R.W.Haines
& Lye
Schoenoplectus (Rchb.) Palla
+
+
Pseudoschoenus (C.B.Clarke)
Oteng-Yeb.
Schoenoplectiella Lye
+/-
+
+
+
+
+
Incertae Cedis
+
+
+
+
Bolboschoenus (Asch.) Palla
Cypereae
Erioscirpus Palla
g.
Scirpoides Se
Afroscirpoides García-Madr. &
Muasya
Dracoscirpoides Muasya
Hellmuthia Steud.
Isolepis R.Br.
Ficinia Schrad.
Cyperus L.
-/+
-/+
+
Bolboschoeneae
Pseudoschoeneae
-/+
-/+
+
-/+
+
+/-/+
-/+
Rhynchocladium T.Koyama
* We did not find a reference describing the absence of contraligule on this
genus, but, given that Microdracoides has open sheaths, it is coherent to suppose
that there is no contraligule.
+
+
ligule may be limited to the adaxial region of the leaf (ligule s.s. sensu
Cusset and Hoa Tran Thi Tuyet, 1965) or have a unique structure on
the apex of the sheath, covering the shoot (ligule s.l. sensu Cusset and
Hoa Tran Thi Tuyet, 1965) of variable sizes (Cusset and Hoa Tran Thi
Tuyet, 1965; Kukkonen and Toivonen, 1988). According to Zhang et
al. (2004), in some cases, such as in Ptilothrix and Carpha, the membranous ligule is a diagnostic character for delimitation of the genera
and is absent in Carpha.
-/+
+
-/+
(continued)
375
L. Alves-dos-Santos, A.P.d.N. Prata, B. Edson-Chaves et al.
South African Journal of Botany 157 (2023) 372 379
Fig. 3. Stereoscopic and scanning electron microscopy analysis, with detail on the ligulate structure, of: (a-b) Eleocharis elegans; (c-d) E. montana; (e-f) E. geniculata; and (g-h) E.
nudipes. All species, except E. geniculata, present a ligulate structure (indicated by an arrow) between the mucro, M, and the sheath, S. a, c and e scale bars = 1 mm; b, f and h scale
bars = 100 mm; d and g bars = 200 mm; inset scale bars on b, d and h = 40 mm.
provide data on the degree of homology between these structures in
the family.
The ciliate ligule, cited in Amphiscirpus and Scleria, is the second
most commonly described type in the family. Amphiscirpus has only
one species, Amphiscirpus nevadens (S. Watson) Oteng-Yeb. In Scleria,
Camelbeke and Goetghebeur (1999) described five species (S. amazonica, S. scabra, S. secans, S. tenacissima, and S. vaginata) as having a
ciliate ligule. According to the same authors, the ciliate ligules in Scleria may vary in shape (horizontal or “V-shaped”), density, and trichome color (yellow, dark brown, etc.).
We found a contraligule in 12 tribes (Table 1), and only Fuireneae
with only one genus, Fuirena Rottb., and Blysmopsis Oteng-Yeb. (Dulichieae) had all species with a contraligule, which was fused with a
ligule and formed a single membranous structure (this also happens
in Carex, as discussed below). This seems to be present in all species
of the genus, and the distinction between the ligule and contraligule
In Cyperus, a mostly eligulate genus, two species (C. prophyllatus
and C. blepharoleptos) present a ligule with a membranous base and a
ciliate apex, described as a membranous ligule (Ribeiro et al., 2021),
which is in agreement with Bruhl (1995), who also stated that the ligule may be present in this genus, and Camelbeke and Goetghebeur
(1999), who described C. blepharoleptos (as Oxycaryum cubense
(Poepp. & Kunth) Palla) as ligulate. This morphologic pattern is
referred to by Edson-Chaves et al. (2022), in Poaceae, as being “membranous ciliate”.
The “firm” type is only mentioned in two articles that revise the
genus Schoenus (Elliott and Muasya, 2018; Elliott et al., 2019). These
authors describe that ligule may be of the type membranaceous or
“firm”, and that the ligules may vary in size (Elliott et al., 2019). The
fact that the “firm” type is not mentioned by any other author in
Cyperaceae suggests that this type is a variety of the membranous
type. However, only a detailed study of its ontogeny may
376
L. Alves-dos-Santos, A.P.d.N. Prata, B. Edson-Chaves et al.
South African Journal of Botany 157 (2023) 372 379
so it is present in genera with closed sheaths (Afrotrilepis (Gilly) J.
Raynal and Trilepis Nees) and absent in the last two that have open
sheaths (Coleochloa Gilly and Microdracoides Hua). According to Vitta
(2002), distinguishing characters in Trilepis are limited, and only the
size and thickness of the contraligule and the length of the frutifications seem to be useful in separating species. The open sheath in
Coleochloa (Kativu, 1994) and Microdracoides (Chermezon, 1933) is
an unusual characteristic of Cyperaceae, and the absence of a contraligule is expected, as also occurs in Poaceae, a large family with open
sheaths and without any comparable structure to that of the Cyperaceae contraligule.
In Poaceae, the contraligule is also used by some authors to designate a structure between the sheath and leaf blade opposite to the
ventral ligule (e.g., Dahlgren et al., 1985; Sanchez-Ken and Davila,
1995; Thompson, 2022). This structure in this family is also referred
to as “outer ligule”, “external ligule” and “dorsal ligule”. It is necessary to emphasize that the term is used in Poaceae and Cyperaceae,
but it refers to different structures. Bruhl (1995) cites the nonequivalence of the term in the two families, given that these structures are
not the same, and Longhi-Wagner et al. (2001), seeking to avoid misunderstandings, recommends the use of the term “external ligule” in
Poaceae. Given the above, we agree with Longhi-Wagner et al. (2001)
and Edson-Chaves et al. (2022) that the term “contraligule” must be
applied only to Cyperaceae.
Goetghebeur (1998) cites that a contraligule in Cyperaceae is
“rarely developed”, but is “diagnostically valuable on many species of
Scleria”. The same author described the contraligule of Afrotrilepis,
Calyptrocarya, Cephalocarpus, Koyamaea, Trilepis, and Lagenocarpus as
triangular and the contraligule of Scleria as “often present, sometimes
as a large outgrowth”, referring to the membranous appendage present in some species.
The contraligule is of particular taxonomic significance in Scleria,
given that it is a good character for distinguishing Scleria from Bisboeckelereae (Goetghebeur, 1998) and Scleria species. For example, a
membranous appendage on the top of the contraligule is useful in
distinguishing S. secans (with a membranous appendage) from S.
skutchii (Strong, 1994) and S. distans (contraligule unappendaged)
from S. leptostachya (Souza et al., 2019) and helps in the identification
of S. violacea, in combination with a ciliate ligule and an ovoid nutlet
(Schneider and Gil, 2020).
As with the ligule, the concept of a contraligule is not always clear.
The apex of the sheath opposite the blade in Cyperaceae may (or may
not) have an extension, and this extension can be very evident or
very subtle. Therefore, the presence or not of a contraligule may be
subject to different interpretations in cases where it is not very evident. A more careful look at the concept of this structure is indeed
still needed.
is unclear. In other genera, however, the ligule and contraligule
appear to be two distinct structures (e.g., Scleria). Ontogenetic studies
may clarify the relationship between these two structures in Blysmopsis, Fuirena and Carex.
The other 11 tribes (Bisboeckelereae, Bolboschoeneae, Cariceae,
Cryptangieae, Cypereae, Dulichieae, Rhynchosporeae, Scirpeae,
Schoeneae, Sclerieae and Trilepideae) have both species with and
without a contraligule. The contraligule is present in the majority in
Cryptangieae and Sclerieae. On the other tribes, the number of species with or without a contraligule was similar (Trilepideae) or the
species without a contraligule were the majority (the remaining eight
tribes).
On the tribes where the contraligule is the majority (Cryptangieae
and Sclerieae), this structure is normally well developed. In Cryptangieae, a tribe with seven genera, the contraligule is typically triangular or deltoid, and has a ciliate apex (Alves-dos-Santos, pers.obs.) and
the contraligule was completely absent in only one genus (Didymiandrum Gilly, with one species) (Goetghebeur, 1998; Camelbeke and
Goetghebeur, 1999). No other genus has morphological diversity of
the contraligule comparable to Scleria (the only genus included in
Sclerieae). This structure is not universal in this genus but is present
in most species. It is possible to find deltoid, lanceolate, or triangular
contraligules, with the apex more or less acute and, most notably,
with or without a large membranous appendage (Affonso et al.,
2015; Schneider and Gil, 2020). We believe that aspects that allow
such structural diversity in the leaf are a good topic for future
research in this genus.
On the remaining eight tribes where the contraligule is “rare”
(Bisboeckelereae, Bolboschoeneae, Cariceae, Cypereae, Dulichieae,
Rhynchosporeae, Scirpeae and Schoeneae), we have different scenarios. Except for Dulichieae and Schoeneae, the contraligule was present in only one genus in each tribe. For Schoeneae, we found a
contraligule in only two species: Tetraria mlanjensis J.Raynal and
Ammothryon grandiflorum (Nees ex Lehm.) R.L.Barrett, K.L.Wilson & J.
J.Bruhl. Indeed, when describing T. mlanjensis, Raynal (1972) mentioned the presence of a contraligule (“antiligule arrondie”; Raynal,
1972). In Bisboeckelereae, the contraligule is present only in two species of one genus: Calyptrocarya bicolor (H.Pfeiff.) T. Koyama and C.
poeppigiana Kunth (Appendix B). The presence of a contraligule in
this genus is consistent with the findings of Bruhl (1995). Some species of Bolboschoenus (Asch.) Palla (the only genus in Bolboschoeneae)
have an elevated sheath apex that can be considered a contraligule,
but this structure is never very developed in the genus. This is in concordance with Bruhl (1995), who described the sheath apex of the
genus as “slightly Inverted U-shaped to ’truncate’”. In Cariceae, the
contraligule is uncommon but very developed in some species. As
mentioned, the ligule and the contraligule, both membranous, can
form a single, tubular structure, generally referred to as “ligule l.s.”
(Cusset and Hoa Tran Thi Tuyet, 1965). A contraligule is typically
absent in all Cypereae, but we found this structure in one species:
Cyperus mundii (Nees) Kunth. This species is easily distinguished by
its stoloniferous habit with well-developed sheaths and laminae. In
Dulichieae, the contraligule is only present in Dulichium arundinaceum (L.) Britton, as also reported by Bruhl (1995), and in Blysmopsis
rufa (Table 2), a species whose ligular morphology is similar to what
is seen in Fuirena and Carex. The contraligule is rare in the Rhynchosporeae and Scirpeae. For the former, the contraligule seems to be
present in some species, with an emphasis on Rhynchospora contraligularis W. W. Thomas (Thomas, 2020). For the latter, we found only
one species, Scirpus diffusus Schuyler. This does not agree with Bruhl
(1995), who described the apex of the sheath as truncate for this
genus, but Schuyler (1966) described the sheath apex of this species
as “truncato ad convexo” (p. 140). It seems that this species may
indeed have a contraligule, but it is an exception to the genus.
Trilepideae is a tribe with four genera and 16 species (Larridon et
al., 2021). In this tribe, the contraligule is correlated with the sheath,
4. Conclusion and future perspectives
Ligule and contraligule are important structures in the taxonomy
of several genera in Cyperaceae, notably Carex, Schoenus and Scleria.
Numerically, 70.83% of the tribes and 44.21% of the genera have at
least one species with ligule, which shows the comprehensiveness of
this structure in the family. The contraligule is present in 20 genera,
and our results corroborate Goetghebeur’s (1998) description of the
contraligule in Cyperaceae as "rare", since it is universally present
only in two genera. However, its low occurrence does not agree with
the structural diversity in Scleria and its close association with the ligule in Carex and Fuirena.
Further studies that explore these the ligule and contraligule,
especially in tribes classified as eligulate and without a contraligule,
should aim to reinforce the presence or absence of these structures.
To us, it is clear that the classification of Cyperaceae as eligulate is not
empirically justified since this structure is widely present in the
377
L. Alves-dos-Santos, A.P.d.N. Prata, B. Edson-Chaves et al.
South African Journal of Botany 157 (2023) 372 379
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Financial support
~o de Amparo a
This study was financially supported by Fundaç a
~o Paulo (FAPESP Research Grant 2019/
Pesquisa do Estado de Sa
15,195 8 to GFAMP, technical training Grant 2021/08,063 8, 2021/
08,221 2 and 2021/08,062 1 to DJCM, LAS and VFPJ, respectively)
gico
and Conselho Nacional de Desenvolvimento Científico e Tecnolo
(CNPq Productiviy Grant 303962/2019 4 to GFAMP).
Declaration of Competing Interest
The authors declare that they have no competing interests. All
authors have signed the Declaration of Competing Interest statement.
Acknowledgements
The authors thank the herbarium (SPF) and Plant Anatomy Labo~o Paulo (USP) and the herbarium of Instiratory at the University of Sa
tuto do Meio Ambiente do Estado de Alagoas (IMA) for technical
assistance. We thank Dr. Russell Barrett (NSW) for his help with two
Australian genera. Finally, we also thank the editors of South African
Journal of Botany and anonymous reviewers for the suggested
improvements.
Supplementary materials
Supplementary material associated with this article can be found
in the online version at doi:10.1016/j.sajb.2023.04.011.
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