Bot. Jahrb. Syst.
125
1
19–51
Stuttgart, 22. Dezember 2003
A systematic analysis of Heliotropiaceae (Boraginales) based
on trnL and ITS1 sequence data
By
Hartmut H. Hilger and Nadja Diane
With 10 figures and 2 tables
Abstract
HILGER, H. H. & DIANE, N.: A systematic analysis of Heliotropiaceae (Boraginales)
based on trnL and ITS1 sequence data. — Bot. Jahrb. Syst. 125: 19–51. 2003. — ISSN
0006-8152.
The infrafamilial relationships of Heliotropiaceae (Boraginaceae subfam. Heliotropioideae according to traditional systems) are reevaluated using molecular data of nuclear
ITS1 (86 species) and plastidal trnLUAA intron (66 species) sequences. The results obtained
from our investigations show that traditional generic limits warrant adjustment. Heliotropiaceae fall into two large clades. The first clade includes, in basal position, the genus
Ixorhea. The genus Myriopus (formerly Tournefortia sect. Cyphocyema) is sister to
Euploca (formerly Hilgeria, Schleidenia, Heliotropium sect. Orthostachys). The remaining
sections of Heliotropium, Tournefortia sect. Tournefortia and the three small genera
Argusia, Ceballosia, and Nogalia, segregated from Heliotropium , constitute the second
large clade. Argusia, Ceballosia, and Nogalia cluster within clades of Heliotropium and
therefore are reincluded in this genus. Within Heliotropium, the species of former
Tournefortia sect. Tournefortia represent a lineage of tropical New World Heliotropium
species, growing in humid environments, whereas all other Heliotropium species are
found in semi-arid habitats. Before new combinations in the genus Heliotropium are
made for “Tournefortia”, the exact relationship within New World Heliotropium needs
to be resolved, and a revision of “Tournefortia” is inevitable. We advocate maintaining
the genus Tournefortia, which is easily defined, and we conclude that under this definition
the genus Heliotropium is paraphyletic. Five genera are thus accepted; 22 new combinations within Heliotropiaceae are presented.
Keywords: Boraginaceae, Boraginales, Heliotropiaceae, ITS1, molecular systematics,
trnL intron.
DOI: 10.1127/0006-8152/ 2003/0125-0019
0006-8152/ 03/0125-0019 $ 08.25
© 2003 E. Schweizerbart’sche Verlagsbuchhandlung, D-70176 Stuttgart
20
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Introduction
This study expands upon previous investigations (DIANE et al. 2002a) in
evaluating intrafamilial relationships of Heliotropiaceae, based upon molecular
and morphological data. In Heliotropiaceae generic limits have fluctuated
dramatically. Problems in classifying Heliotropiaceae originated, at least in part,
from LINNÉ (1753), with generic definitions being largely to exclusively based
on fruit morphology. The two large core-genera have always been maintained,
namely Heliotropium and Tournefortia, but various segregates have been discussed controversially (CANDOLLE 1845, GÜRKE 1893, JOHNSTON 1935a).
FÖRTHER (1998) recognized a total of ca. 450 species in Heliotropiaceae (as
Heliotropioideae). Besides Heliotropium L. and Tournefortia L., he accepted
Argusia Böhm., Schleidenia Endl. and the monotypic genera Ceballosia (L.f.)
Kunkel ex Förther, Ixorhea Fenzl, as well as Nogalia Verdc. Furthermore, he
erected the new genus Hilgeria Förther, comprising three aberrant species from
the West Indies, formerly included in Heliotropium. The small segregate genera
differ mainly in fruit morphology (mostly dry vs. drupaceous) and habit from
the two large genera, which otherwise comprise an enormous range of morphological characters. DIANE et al. (2002a) described the relationship among
Heliotropium, Tournefortia, Schleidenia, Ixorhea, and Ceballosia, and pointed
out that Tournefortia and Heliotropium are not monophyletic. This study
includes data from additional taxa within the genus Hilgeria, as well as Argusia
(two Asian species) and the monotypic African genus Nogalia. Furthermore,
we include further representatives of Heliotropium and Tournefortia, covering
the entire geographical and ecological range. For sequence analysis we use the
nuclear internal transcribed spacer region (ITS1) and the plastidal trnLUAA
intron.
Materials and methods
Sampling
We sequenced the plastidal trnLUAA intron of 66 species of Heliotropiaceae. 49 new
nuclear ITS1 sequences of Heliotropiaceae were added to 37 ITS1 sequences already
published by DIANE et al. (2002a). Samples used for molecular analyses were obtained
from either silica dried material, fresh material, or herbarium material. We used one species
each of Hydrophyllaceae and Ehretiaceae for outgroup comparison. Sources of plant
material, used in this analysis are shown in Table 1 together with GenBank accession
numbers.
DNA extraction, amplification, and sequencing
DNA was isolated using a modified CTAB (cetyltrimethylammonium bromide)
extraction protocol from DOYLE & DOYLE (1990), amplificated and sequenced as described
in DIANE et al. (2002a). The PCR primers for the chloroplast DNA (cpDNA) trnL intron
correspond to TABERLET et al. (1991), and the ITS1 primers were those used by BALDWIN
(1992).
21
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Tab. 1. The species investigated in this survey, including the location of voucher specimens. DNA-numbers
correspond to the BSB. (BSB) = Institut für Biologie — Systematische Botanik und Pflanzengeographie, Freie
Universität Berlin, Germany; (CANB) = Australian National Herbarium, Canberra, Australia; (FR) =
Herbarium Senckenbergianum, Frankfurt, Germany; (KAS) = Herbarium University Kassel, Germany; (M)
= Botanische Staatssammlung München, Germany; (MO) = Missouri Botanical Garden Herbarium, USA.
Species
Voucher
Source
BSB
GenBank
accession accession
number number
trnL
GenBank
accession
number
ITS1
OUTGROUP
Nama demissum A.Gray
Hofmann 10/98 (BSB)
USA: California 281
AY376168 AF402590
Ehretia acuminata R.Br.
cult. Botanical Garden of
Adelaide (BSB)
Australia
492
AY376167 AF385798
Argusia sibirica (L.) Dandy
as Tournefortia. sibirica L.
Skvortsov s.n. 02.06.1962 (M)
Russia
893
AY376169 AY377789
Argusia sogdiana (Bunge) Czerep.
as Heliotropium argusioides
Kar. & Kir.
Belianina & Sofeikiva 11543
(M)
Russia
773, 40
AY376170 AY377790
Ceballosia fruticosa (L.f.) Kunkel
ex Förther (as Tournefortia
messerschmidia Sweet)
cult. Royal Botanic Gardens,
Kew, Great Britain
Spain: Canary
Islands
303
AY376171 AY377791
Heliotropium adenogynum
I.M.Johnst.
Cano 10058 (M)
Peru
726
AY376172 AY377792
Heliotropium aegyptiacum Lehm.
Schultka 1995/5 (BSB)
Kenya
16
AY376173 AF396918
Heliotropium amplexicaule Vahl
Hilger Arg_95/70 (BSB)
Argentina
59
AY376174 —
Jenny s.n. 6.1.1991 (BSB)
Argentina
605
—
AF396906
Heliotropium angiospermum Murray Hilger Cuba_99/44 (BSB)
Cuba
454
—
AF396907
Heliotropium antillanum Urb.
Hilger Cuba_99/26 (BSB)
Cuba
442
AY376175 AF396891
Heliotropium arbainense Fresen.
Förther 4049 (BSB)
Egypt
606
AY376176 AF396916
Heliotropium arborescens L.
commercial cultivated plant
(BSB)
not indicated
563
AY376177 AF396896
INGROUP – Heliotropiaceae
Heliotropium asperrimum R.Br.
Craven 9671 (CANB)
Australia
842
AY376178 AF402586
Heliotropium bacciferum Forssk.
Podlech 35182 (M)
Algeria
115
AY376179 AY377793
Heliotropium ballii Domin
Craven 8573 (M)
Australia
741
—
Heliotropium bursiferum Wr. ex
Griseb.
Hilger Cuba_99/25 (BSB)
Cuba
443
AY376180 AF396888
Heliotropium campestre Griseb.
Jenny 37 (BSB)
Argentina
207
AY376181 AF396887
Heliotropium chrysanthum Phil.
Hilger Arg_95/81 (BSB)
Argentina
20
AY376182 —
Hilger Arg_95/92 (BSB)
Argentina
515
—
Hilger Nam_93/10 (BSB)
Namibia
10B
AY376183 AY377795
Heliotropium ciliatum Kaplan
AY377794
AF396894
22
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Species
Voucher
Source
BSB
GenBank
accession accession
number number
trnL
GenBank
accession
number
ITS1
Heliotropium confertiflorum
Boiss. & Noe
Akhani & Lari 5591 (KAS)
Iran
Heliotropium convolvulaceum
(Nutt.) A.Gray
Hilger USA_92/77 (BSB)
USA: California 1042
—
Miller 6691 (BSB)
USA: Colorado 1043
AY376187 AY377797
Heliotropium cupressinum Craven
Fryxell & Craven 4006 (M)
Australia
134
—
Heliotropium curassavicum L. var.
argentinum I.M.Johnst.
Hilger Arg_95/82 (BSB)
Argentina
232
AY376185 AF396898
600
AY376184 AY377798
AY377796
AY377799
subsp. oculatum (A.Heller) Thorne
Hilger USA_94/21 (BSB)
USA
3B
AY376186 AF396897
Heliotropium digynum (Forrsk.)
Asch. ex C.Chr.
Hilger Israel_94/23 (BSB)
Israel
211
AY376188 AF396915
Heliotropium elongatum (Lehm.)
I.M.Johnst.
Hilger Arg_95/15 (BSB)
Argentina
966
—
Heliotropium erosum Lehm.
Zippel 2000/69 (BSB)
Spain: Tenerife
677
AY376189 AY377801
AY377800
Heliotropium europaeum L.
Hilger Bg_97/6 (BSB)
Bulgaria
496, 581
AY376193 AF402587
Heliotropium giessii Friedr.-Holzh.
Hilger Nam_93/3 (BSB)
Namibia
607
AY376194 AF396917
Heliotropium hirsutissimum Grauer
Nogatz s.n. 28.09.1997 (BSB)
Turkey
580
AY376190 —
Kagiampaki s.n. 24.07.2000
(BSB)
Greece: Crete
692
—
Heliotropium humifusum Kunth
Löschner s. n. March 2000
(BSB)
Cuba
673
AY376191 AF396890
Heliotropium incanum Ruiz & Pav.
Weigend 2000/162 (M)
Peru
733
AY376192 AY176077
Heliotropium indicum L.
Hilger Cuba_22/99 (BSB)
Cuba
448
—
Heliotropium krauseanum Fedde
Weigend & Förther 97/727 (M)
Peru
233
AY376195 AF396909
Heliotropium kurtzii Gangui
Weigend et al. 5914 (BSB)
Argentina
1066
—
AY377803
Heliotropium linariaefolium Phil.
Dillon et al. 5502 (M)
Chile
713
—
AY377804
Namibia
Heliotropium lineare (A.DC.) Gürke Hilger Nam_ 93/7 (BSB)
AF396912
AY377802
8B
AY376196 AY377805
Heliotropium mandonii I.M.Johnst.
Weigend, cult. Botanical Garden Ecuador
of München-Nymphenburg,
Germany 1.9.1997 (BSB)
205
AY376197 AF396895
Heliotropium mendocinum Phil.
Hilger Arg_95/77 (BSB)
Argentina
235
AY376198 AF396893
Heliotropium microstachyum
Ruiz & Pav.
Hilger Arg_95/54 (BSB)
Argentina
65
AY376199 —
Weigend et. al. 97/320 (BSB)
Peru
690
—
Hilger Nam_93/6 (BSB)
Namibia
518, 7B
AY376200 AY377806
Heliotropium nelsonii C.H.Wright
Heliotropium nicotianaefolium Poir. Hilger Arg_95/56 (BSB)
Hilger Arg_s.n. 28.01.1998
(BSB)
AF396908
Argentina
13H
AY376201 —
Argentina
720
—
AY377807
23
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Species
Voucher
Source
BSB
GenBank
accession accession
number number
trnL
GenBank
accession
number
ITS1
Heliotropium oliverianum Schinz
Hilger Nam_93/16 (BSB)
Namibia
608, 15B AY376202 AF396913
Heliotropium ovalifolium Forssk.
Hilger Nam_93/5 (BSB)
Namibia
12B
AY376203 AF396886
Heliotropium paronychioides A.DC. Hilger Arg_95/96 (BSB)
Argentina
23H
AY376204 —
Grau 2750 (M)
Chile
709
—
Heliotropium patagonicum (Speg.)
I.M.Johnst.
Weigend et al. 5940 (BSB)
Argentina
1062
AY376205 AY377809
Heliotropium pinnatisectum
R.L.Pérez-Mor.
Weigend et al. 5901 (BSB)
Argentina
1060
AY376206 AY377810
AY377808
Heliotropium procumbens Mill.
Feuerer 9452b (BSB)
Bolivia
210
AY376207 AF396885
Heliotropium pulvinum Craven
Craven 8583 (M)
Australia
132
—
Heliotropium pycnophyllum Phil.
Dillon & Dillon 6041 (M)
Chile
714
AY376208 AY377812
Heliotropium rariflorum Stocks
subsp. hereroense (Schinz) Verdc.
Hilger Nam_93/23 (BSB)
Namibia
16B
AY376209 AF396889
Heliotropium stenophyllum
Hook. & Arn.
Dillon 5428 (M)
Chile
715
—
AY377813
Heliotropium strigosum Willd.
Müller 564-b (FR)
West Africa
1171
—
AY377814
Heliotropium styotrichium Craven
Craven 9687 (CANB)
Australia
843
AY376212 AY377815
Heliotropium suaveolens M.Bieb.
Hilger Bg_97/5 (BSB)
Bulgaria
204
AY376210 AF396911
Heliotropium supinum L.
Hilger s.n. anno 1985 (BSB)
Italy
350
AY376211 AF396919
Heliotropium taltalense (Phil.)
I.M.Johnst.
Dillon & Teillier 5233 (M)
Chile
716
—
Heliotropium tenuifolium R.Br.
Craven 9688 (CANB)
Australia
844
AY376213 AY176079
Heliotropium transalpinum Vell.
Hilger Arg_95/23 (BSB)
Argentina
611
—
Heliotropium tubulosum DC.
Hilger Nam_93/18 (BSB)
Namibia
208, 13B AY376214 AY377817
Heliotropium veronicifolium Griseb. Hilger Arg_95/20 (BSB), cult.
Botanical Garden of MünchenNymphenburg, Germany
Argentina
206
AY376215 AY377818
Heliotropium zeylanicum (Burm.f.)
Lam.
Hilger Kenya_94/4 (BSB)
Kenya
612
AY376216 AY377819
Hilgeria hypogaea (Urban
& Eckman) Förther
Ekman s.n. 1927 (Isotypus) (M) Cuba
895
AY376217 —
Briggs 226 (M)
Cuba
894
—
AY377820
Hilgeria serpylloides (Griseb.)
Förther
Webster 3966 (M)
Cuba
896
—
AY377821
Ixorhea tschudiana Fenzl
cult. Botanical Garden of
München-Nymphenburg,
Germany (BSB)
Argentina
176
AY376218 AF396880
AY377811
AY377816
AF396904
24
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Species
Voucher
Source
BSB
GenBank
accession accession
number number
trnL
Nogalia drepanophyllum (Baker)
Verdc.
Kilian 6603 (BSB)
GenBank
accession
number
ITS1
Yemen
799
AY376219 AY377822
Schleidenia baclei DC. var. rostratum Gilges 685 (M)
I.M.Johnst.
Zambia
707
AY376220 AY377823
Schleidenia lagoensis Warm.
Schessl 2831 (M)
Brazil
708
AY376221 AF396892
Tournefortia argentea L.f.
Tillich 3555, cult. Botanical
Garden of MünchenNymphenburg, Germany
Mauritius
319, 687
AY376222 AF396900
Tournefortia breviloba Krause
Weigend & Horn 3827 (BSB)
Ecuador
823
AY376223 AY377824
Tournefortia chinchensis Killip
Weigend et al. 2001/160 (BSB)
Peru
949
AY376224 AY377825
Tournefortia fuliginosa Kunth
Weigend & Horn 3834 (BSB)
Ecuador
825
AY376225 AY377826
Tournefortia gnaphalodes (L.) Kunth Hilger Cuba_99/34 (BSB)
Cuba
441
AY376226 AF396903
Tournefortia hirsutissima L.
Stenzel 96/32 (BSB)
Cuba
74
AY376227 AF396901
Tournefortia luzonica I.M.Johnst.
Liede 3302 (BSB)
Philippines
601, 430
AY376228 AF396899
Tournefortia microcalyx (Ruiz
& Pav.) I.M.Johnst.
Weigend & Dostert 97/5 (M)
Peru
686
—
Tournefortia polystachya
Ruiz & Pav.
Weigend & Horn 3869 (BSB)
Ecuador
822
AY376229 AY377827
Tournefortia psilostachya Kunth
Weigend & Weigend 2000/339
(M)
Peru
718
—
AF396883
Tournefortia rollotii Killip
Schnetterer s.n. 23.02.1983
(BSB)
Colombia
150
—
AY377828
Tournefortia salzmannii DC.
Franca & Melo 16843 (M)
Brazil
719
—
AF396884
Tournefortia tarmensis (Krause)
Macbride
Weigend et al. 2001/19 (BSB)
Peru
946
AY376230 AY377829
Tournefortia ternifolia Kunth
Weigend et al. 2001/25 (BSB)
Peru
947
AY376231 AY377830
Tournefortia undulata Benth.
Weigend & Förther 1997/880
(BSB)
Peru
824
AY376232 AY377831
Tournefortia usambarensis (Verdc.)
Verdc.
Lovett & Thomas 2464 (MO)
Tanzania
794
—
AY176083
Tournefortia cf. virgata Ruiz & Pav. Weigend et al. 2001/48 (BSB)
Peru
950
—
AY377832
Tournefortia volubilis L.
Hilger Mex_1980/6 (BSB)
Mexico
147
AY376233 AF396882
cult. Botanical Garden of
München-Nymphenburg,
Germany
not indicated
689
AY376234 AF396881
AF396905
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
25
Phylogenetic analysis
Sequences were edited and manually aligned with the Alignment-Editor Align 32
(HEPPERLE 1997). The alignment of the ITS1 region was improved by using the secondary
structure according GOTTSCHLING et al. (2001). “Hairpin” and “stem loop” regions were
identified and separately aligned. Indels were coded as “missing characters”; parsimony
informative indels were coded separately as present/absent following the “simple gap
coding” method of SIMMONS & OCHOTERENA (2000). Indels which are present or absent
only in different accessions of the same species were not coded. Indels of doubtful
homology were not coded (especially in overlapping gap regions, which occur preferable
in helix I). All alignments are available from the authors on request. Phylogeny analyses
were performed by PAUP* 4.0b1 (PC version) and TREECON for Windows (version
1.3b). Parsimony analyses (PAUP: SWOFFORD 2002) were performed using a heuristic
search. The starting trees were obtained by random stepwise addition to the taxa with
1000 replicates, tree-bisection-reconnection (TBR) branch swapping, saving all parsimonious trees (“MulTrees” on), and MAXTREES set to “autoincrease”. First, starting trees
were obtained (addition sequence random, 1000 replicates, TBR branch swapping,
“MulTrees” off, “steepest descent” on). The resulting shortest starting trees were then
subjected to TBR branch swapping (“MulTrees” on) to the limit of computer capacity.
All characters were weighted equally, and character state transitions were treated as
unordered. Bootstrap resampling (FELSENSTEIN 1985) was performed with 1000 replicates
and a heuristic search, with random addition of taxa (10 addition sequence replicates),
with a limit of 100 trees kept at each step. In addition, Neighbor-Joining analyses (SAITOU
& NEI 1987) were performed using a heuristic search run in TREECON (VAN DE PEER
& DE WACHTER 1994). Gaps were treated as missing data instead of “gap coding”. Sequence
divergence values were calculated by KIMURA ’s two-parameter distance models (K IMURA
1980) and a bootstrap analysis with 1000 replicates.
The trnL dataset was separately analyzed, followed by a combined trnL and ITS1
dataset to find the robust main clades. Each main clade was then individually analyzed
using ITS1 sequences. With regard to the analysis of the HELIOTROPIUM II clade we
combined the trnL and ITS1 datasets, because in this case resolution increased. The number
of outgroup species was reduced in order to minimize the homoplasy content. The names
of the main clades identified in this study are indicated in capital letters.
Results
1. Complete DNA sequence analysis
trnL dataset — Analysis of the trnL dataset, including 20 separated coding
indels (of a total of 568 characters 106 are parsimony informative), resulted in
40,100 most parsimonious trees (l=207 steps, CI=0.899, RI=0.975, HI=0.101;
strict consensus tree see Fig. 1). With respect to the outgroup, all ingroup taxa
constitute a monophylum (99% bootstrap support). Within the strict consensus
tree, two main clades with high bootstrap values can be distinguished. In the
first large clade (77% bootstrap support), IXORHEA (Ixorhea) is sister (99%
bootstrap support) to MYRIOPUS (Tournefortia section Cyphocyema
I.M.Johnst.) and EUPLOCA (Heliotropium section Orthostachys R.Br.,
Schleidenia, Hilgeria), the latter supported by 100% each. The second large clade
(100% bootstrap support) comprises all remaining species of Heliotropiaceae
26
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 1. Strict consensus tree of the analyzed species of Heliotropiaceae, computed from
the 40,100 most parsimonious trees of the trnL dataset (l=207 steps, CI=0.899, RI=0.975,
HI=0.101). Important clades are indicated. The numbers above the branches are bootstrap
percentages. Percentages <50% are not shown.
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
27
and is subdivided into three subclades. Of these, HELIOTHAMNUS (Heliotropium section Heliothamnus I.M.Johnst.) forms the unsupported sister group
of the remaining species (with 66% bootstrap value weakly supported). A second,
well-supported subclade (80% bootstrap support), comprises the Heliotropium
species of the Old World, including Ceballosia, Nogalia, and Argusia sogdiana.
Together with the unsupported Argusia sibirica we call it HELIOTROPIUM
II. All Heliotropium species of the New World and Tournefortia section
Tournefortia I.M.Johnst. remain unresolved and form the third subclade, HELIOTROPIUM I.
The corresponding KIMURA -2-parameter based neighbor-joining (NJ) tree
(Fig. 2) is highly congruent with the parsimony strict consensus tree (Fig. 1). It
shares nearly the same topology, and revealed identical clades. On clade one
IXORHEA, MYRIOPUS, and EUPLOCA are less well-supported (58%
bootstrap support). On clade two HELIOTHAMNUS is also separated. HELIOTROPIUM I (59% bootstrap support) constitutes the sister group of
HELIOTROPIUM II (62% bootstrap support).
Combined trnL-ITS1 dataset — Analysis of the combined trnL-ITS1 dataset,
including 20 separated indels of the trnL dataset whereas ITS1 remains uncoded,
did not change the well-supported clades of the single analysis of the trnL dataset.
The combined analysis (of a total of 912 characters 251 are parsimony informative) resulted in 2,604 most parsimonious trees (l=950 steps, CI=0.622, RI=0.832,
HI=0.378; strict consensus tree see Fig. 3).
The ITS1 dataset within Heliotropiaceae is very heterogenous. Nevertheless,
bootstrap values of the combined analysis partly increase in the main clades
which are retrieved in the single marker analysis. IXORHEA is isolated in
combined analysis, due to problematic positions in the ITS1 alignment. This
leads to a lower bootstrap support (75%) for the remaining species of Heliotropiaceae. However, the first large clade (83% bootstrap support) of combined
analysis contains MYRIOPUS and the large EUPLOCA crown clade as sisters
with 100% bootstrap support each. The second large clade with all other species
of Heliotropiaceae is still supported by 100%. HELIOTHAMNUS (99%
bootstrap support) is basal situated to HELIOTROPIUM I and II (72%
bootstrap support). HELIOTROPIUM I is supported by 66%, whereas HELIOTROPIUM II is partly unresolved.
The corresponding KIMURA NJ tree (Fig. 4) shares the same topology
regarding the position of IXORHEA, and the two large and well-supported
main clades (92% respectively 97% bootstrap support). Within the large
HELIOTROPIUM and HELIOTHAMNUS clades tree resolution collapses,
due to increasing homoplasy content of the ITS1 dataset within the entire family,
and due to the lack of “gap coding” which is in the programs used for the
Neighbor-Joining analysis impossible.
28
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 2. Neighbor-joining tree of the analyzed species of Heliotropiaceae of the trnL
dataset. Important clades are indicated. The numbers above the branches are bootstrap
percentages (1000 replicates, percentages <50% are not shown, scale bar 2% distance).
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
29
Fig. 3. Strict consensus tree of the analyzed species of Heliotropiaceae, computed from
the 2,604 most parsimonious trees of the combined trnL and ITS1 datasets (l=950 steps,
CI=0.622, RI=0.832, HI=0.378). Important clades are indicated. The numbers above the
branches are bootstrap percentages. Percentages <50% are not shown.
30
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 4. Neighbor-joining tree of the analyzed species of Heliotropiaceae of the combined
trnL and ITS1 dataset. Important clades are indicated. The numbers above the branches
are bootstrap percentages (1000 replicates, percentages <50% are not shown, scale bar
5% distance).
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
31
2. ITS1 trees of main clades identified in 1.
The ITS1 dataset of the main clades EUPLOCA-MYRIOPUS, HELIOTROPIUM I, and HELIOTROPIUM II were separately analyzed, in order to
obtain trees with increased resolution. Additional species were added.
MYRIOPUS and EUPLOCA — Analysis of the ITS1 dataset of the
MYRIOPUS and EUPLOCA clade, including 7 separated coding indels (of a
total of 309 characters 107 are parsimony informative), resulted in 112 most
parsimonious trees (l=332 steps; CI=0.723, RI=0.803, HI=0.277; majority-rule
consensus tree see Fig. 5a). Well-supported clades are MYRIOPUS (100%
bootstrap support) and EUPLOCA (96% bootstrap support). They occur as a
sister group relationship, whereas IXORHEA does not cluster and fall into the
outgroup. Within EUPLOCA, the South American species Heliotropium
chrysanthum and H. mendocinum, characterized by underground tubers, form
a strongly supported clade (99% bootstrap support, “tuber” clade) and are,
weakly supported (69% bootstrap support), sister to the remaining species of
EUPLOCA. The latter fall into five subclades, three of them are well-supported.
The relationships between these subclades are unresolved. The first subclade
(90% bootstrap support) corresponds to Heliotropium sect. Orthostachys subsect. Ebracteata I.M.Johnst. (South American H. campestre and H. procumbens,
African H. ovalifolium). North American H. convolvulaceum is unsupported
in sister group relationship to an unresolved subclade comprising: The Caribbean
clade (Caribbean species Heliotropium humifusum, H. bursiferum, and Hilgeria),
the Schleidenia clade (New and Old World species of the genus Schleidenia),
and the African-Australian species. In this subclade, the Caribbean clade
(including the genus Hilgeria) is strongly supported (90% bootstrap support)
as well as the African-Australian subclade (95% bootstrap support). The
Schleidenia subclade remains unsupported.
The Neighbor-Joining analysis (Fig. 5b) shows nearly the identical topology.
Long distances and high bootstrap percentages characterize the main clades and
subclades: MYRIOPUS, EUPLOCA, “Ebracteata” clade, “tuber” clade, “Caribbean” clade, and “African-Australian” clade. The major deviation from the
parsimony analysis is the position of the Ebracteata clade (97% bootstrap
support), which constitute in the NJ analysis unsupported sister to the remaining
species of EUPLOCA. The three sequenced species of the genus Schleidenia
(Heliotropium antillanum, Schleidenia baclei, and S. lagoensis) are in unresolved
position between the Caribbean and African species.
HELIOTROPIUM I — Analysis of the ITS1 dataset of the HELIOTROPIUM I clade, including 6 separated coding indels (of a total of 317 characters 99 are parsimony informative), resulted in 4,317 most parsimonious trees
(l=460 steps; CI=0.724, RI=0.743, HI=0.276; majority-rule consensus tree see
Fig. 6a). The Old World representatives (HELIOTROPIUM II, excluding
32
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 5. a) Majority-rule consensus tree of the analyzed species of the MYRIOPUS and
EUPLOCA clade, computed from the 112 most parsimonious trees of the ITS1 dataset
(l=332 steps, CI=0.723, RI=0.803, HI=0.277). Important clades are indicated. The numbers above the branches are bootstrap percentages. Percentages 2% are not shown. The
numbers below the branches are majority percentages <100%. b) Corresponding neighbor-joining tree. Important clades are indicated. The numbers above the branches are
bootstrap percentages (1000 replicates, percentages <50% are not shown, scale bar 10%
distance).
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
33
Ceballosia) constitute, weakly supported (64% bootstrap support), a sister group
to HELIOTROPIUM I. Ceballosia is related to HELIOTROPIUM I, but
unsupported. Within HELIOTROPIUM I nine subclades are distinguishable,
but mostly in unsupported relationships. Within HELIOTROPIUM I, H. sect.
Cochranea (Miers) Kuntze (84% bootstrap support) is undoubtedly basal to the
remaining species of HELIOTROPIUM I (73% bootstrap support). These
remaining species cluster in various subclades of the sections Plagiomeris
I.M.Johnst. (100% bootstrap support), Tiaridium (Lehm.) Griseb. (99% bootstrap support), Heliotrophytum G.Don. (100% bootstrap support), Hypsogenia
I.M.Johnst., Coeloma (DC.) I.M.Johnst. (96% bootstrap support), and Schobera
(Scop.) I.M.Johnst. One unsupported subclade comprises the “halophytes”
[species of H. sect. Platygyne Benth. (99% bootstrap support), including
Tournefortia argentea and T. gnaphalodes]. Another unsupported subclade
comprises the remaining species of Tournefortia section Tournefortia (“Tournefortia” clade).
The Neighbor-Joining analysis (Fig. 6b) results, with respect to the main
clades, in the same topology of the tree like the parsimony analysis. HELIOTROPIUM I (56% bootstrap support), including Ceballosia, is in sister group
relationship to HELIOTROPIUM II (69% bootstrap support). Section Cochranea (98% bootstrap support) is the sister group of the remaining HELIOTROPIUM I (74% bootstrap support) species, which cluster in the same
subclades as in the parsimony analysis. The exceptions are Tournefortia argentea
and T. gnaphalodes, both clustering randomly. The relationships between the
subclades remain unsupported. They do not agree with the results obtained from
the majority-rule consensus tree (Fig. 6a).
Combined trnL-ITS1 dataset of HELIOTROPIUM II — Analysis of the
combined trnL and ITS1 datasets of the HELIOTROPIUM II clade, including
7 separated coding indels (of a total of 859 characters 100 are parsimony
informative), resulted in 84 most parsimonious trees (l=373 steps; CI=0.751,
RI=0.748, HI=0.249; majority-rule consensus tree see Fig. 7a). Supported by
70% bootstrap value, the HELIOTROPIUM I representatives, including Ceballosia, constitute an unsupported sister group to HELIOTROPIUM II
(excluding Ceballosia). Within HELIOTROPIUM II five subclades are identified, three of them supported by high bootstrap values. A well-supported (95%
bootstrap support) large crown clade comprises species of the H. sect. Heliotropium (= Heliotropium L. sects. Agoraea Bunge, Gyrostachys G.Don), Pleurolasia Bunge, Odontotropium Griseb., and Chamaetropium Griseb. Heliotropium
supinum (sect. Chamaetropium) clusters well with Nogalia drepanophyllum .
The sister group (99% bootstrap support) to this crown clade constitute the
species of H. sect. Pterotropium (DC.) Bunge. The remaining species of HELIOTROPIUM II belong to the sections Rutidotheca (A.DC.) Verdc., Zeylanica
Förther, Pseudocoeloma Förther and the genus Argusia, and they remain all in
unsupported basal position of the total HELIOTROPIUM II clade.
34
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 6. a) Majority-rule consensus tree of the analyzed species of the HELIOTROPIUM
I clade, computed from the 4,317 most parsimonious trees of the ITS1 dataset (l=460
steps, CI=0.724, RI=0.743, HI=0.276). Important clades are indicated. The numbers
above the branches are bootstrap percentages. Percentages <50% are not shown. The
numbers below the branches are majority percentages <100%.
A higher resolution of the dataset is found in the Neighbor-Joining Analysis
(Fig. 7b). General topology is identical to the parsimony analysis. The Heliotropium supinum / Nogalia drepanophyllum clade constitutes the well-supported
(74% bootstrap support) sister group of the Heliotropium / Pleurolasia /
Odototropium crown clade. The basal clades (Heliotropium sections Rutidotheca, Zeylanica, Pseudocoeloma, and genus Argusia) of HELIOTROPIUM
II show short distances between each other and long distances within the taxa
of each clade.
ITS1 in the region of helix 1 — The main characteristic of all HELIOTROPIUM II species, except the basally situated Argusia sibirica and Ceballosia
fruticosa, is a radical abridgement of helix I (about secondary structure of
Heliotropiaceae see Figs. 6 and 8 in GOTTSCHLING et al. 2001), which results
in a large deletion in the alignment (Fig. 8). All species of Heliotropiaceae, except
HELIOTROPIUM II species (exclude Ceballosia fruticosa and Argusia sibirica),
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
35
Fig. 6. b) Corresponding neighbor-joining tree of the analyzed species of the HELIOTROPIUM I clade. Important clades are indicated. The numbers above the branches
are bootstrap percentages (1000 replicates, percentages <50% are not shown, scale bar
10% distance).
are characterized by a long helix I of pairing regions, about up to 25 bp (Fig. 9a,
b, d; the homologous regions are labelled I to III), or up to 13 bp long (Fig. 9c).
A partial loss of the apical region of helix I (Fig. 9c; loss of homologous region
III) was found in EUPLOCA, HELIOTROPIUM I and is characteristic for
36
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 7. a) Majority-rule consensus tree of the analyzed species of the HELIOTROPIUM
II clade, computed from the 84 most parsimonious trees of thecombined trnL and ITS1
datasets (l=373 steps, CI=0.751, RI=0.748, HI=0.249). Important clades are indicated.
The numbers above the branches are bootstrap percentages. Percentages <50% are not
shown. The numbers below the branches are majority percentages <100%. b) Corresponding neighbor-joining tree. Important clades are indicated. The numbers above the
branches are bootstrap percentages (1000 replicates, percentages <50% are not shown,
scale bar 10% distance).
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
37
Fig. 8. Examples of proposed alignment of helix I, considering secondary structure of the ITS1. Pairing bases are indicated bold.
Partial abridgements of helix I are highlighted.
38
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 9. Examples of helix I of ITS1 transcript secondary structure. Homologous regions
are labelled I to III.
HELIOTHAMNUS (Fig. 8). A nearly complete abridgement (Fig. 9e; loss of
homologous regions II, and III) found only in HELIOTROPIUM II for the
most species (Fig. 8). A total abridgement of helix I found within HELIOTROPIUM II for Argusia sogdiana, Heliotropium nelsonii, and H. zeylanicum
(Fig. 9f).
The region of helix I is very informative, but it is difficult to implement a
“gap coding” here. Due to completely overlapping gaps, it is not possible to
detect whether a subset of bases, lost before the indels, is responsible for the
longer gap. In the region of helix I we therefore prefer not to use “gap coding”.
This method results in a decrease of bootstrap support, because large informative
regions of ITS1 sequences were not used for the phylogenetic sequence analysis.
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
39
Discussion
Intrafamilial relationships
These molecular studies of Heliotropiaceae strongly support the results of
DIANE et al. (2002a), which contradicted traditional taxonomic circumscription
particularly with regard to the large core-genera Heliotropium and Tournefortia
(CANDOLLE 1845, GÜRKE 1893, JOHNSTON 1928, 1930, 1935a, FÖRTHER 1998).
The inclusion of a second marker (the trnLUAA intron) besides the ITS1 region
in our analyses led to better differentiation of main clades and higher resolution
within each of them.
A summary of the results including morphological-anatomical traits is shown
in Fig. 10. Our results show that each of the two clades, IXORHEA,
MYRIOPUS and EUPLOCA on the one hand and HELIOTHAMNUS,
HELIOTROPIUM I, and HELIOTROPIUM II on the other hand, constitute
a monophyletic group. Both clades are well-supported by both the trnL and the
combined trnL/ITS1 dataset. In the combined trnL/ITS1 dataset only the
position of IXORHEA remains unresolved. In the following, each main clade
will be specified.
IXORHEA
Analysis of ITS1 sequences could not unambiguously resolve the exact
systematic position of monotypic Ixorhea (DIANE et al. 2002a). In contrast, the
more conservative sequences of trnL clarify its sister group relationship to the
MYRIOPUS / EUPLOCA clade.
Ixorhea is characterized mainly by autapomorphic morphological traits:
elongated and winged mericarpids enclosing a straight embryo, and the whole
plant being completely resinous (DIFULVIO 1978). However, independent of its
exact systematic position, Ixorhea does not cluster inside any clade. Therefore,
with regard to nomenclature, no changes are suggested.
MYRIOPUS
Without doubt the species of Tournefortia sect. Cyphocyema, clustering in
the first main clade, are not closely related to Tournefortia sect. Tournefortia,
appearing in the second main clade. Traditionally Tournefortia species are defined
mainly by obviously convergent traits such as liana or subscandent habit, or the
presence of drupaceous fruits. The assumption of DIANE et al. (2002a) that
MYRIOPUS species take a basal position within Heliotropiaceae must be
revised. All available molecular data speak for the well-supported sister group
relationship of MYRIOPUS and EUPLOCA. Such a close relationship had
40
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Fig. 10. Phylogeny of Heliotropiaceae based on molecular data, including morphological-anatomical traits.
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
41
already been assumed by JOHNSTON (1930), but without explanation. The
following morphological-anatomical apomorphies support this assumption: a
curved embryo, corolla lobes with involute margins (DIANE et al. in press, figs.
1B, I), and the complete lack of calcium oxalate druses in leaf mesophyll. Instead
of crystal druses, bundles of calcium oxalate needles are present in the epidermis
in some species of MYRIOPUS and EUPLOCA (DIANE et al. 2003). The
characteristic papillose to pubescent apex of the connate anthers, which close
the corolla tube above the style-stigma-complex, seems to be plesiomorphic
within Heliotropiaceae. Beside MYRIOPUS and EUPLOCA these characters
also occur within Ixorhea and the HELIOTHAMNUS clade. However, in
Ixorhea the anthers are merely long protracted and apically compressed, and in
HELIOTHAMNUS the pubescent apices of the anthers are only sometimes
connected.
The monophyly of the MYRIOPUS clade, as well as the clear morphological
circumscription justify the general acceptance of the genus Myriopus Small
(SMALL 1933). The species of MYRIOPUS are characterized by the following
traits: lianas with drupaceous, deeply 4-lobed fruits with one-seeded and
4-layered endocarpids (DIANE et al. in press, fig. 1D), a thick tissue of transfer
cells in the placenta region (DIANE et al. 2002b, fig. 14-16), characteristic flowers
with subulate corolla lobes, inflated bases of the corolla tubes, and involute
corolla margins in the buds.
The necessary new combinations, of the species investigated, from Tournefortia to Myriopus are presented in Appendix 1.
EUPLOCA
The species of Heliotropium section Orthostachys are distinctly separated
from the remaining species of Heliotropium and cluster together with Hilgeria
and Schleidenia. The EUPLOCA clade shows a higher affinity to the genus
Myriopus than to the remaining species of Heliotropium. This relationship is
also well-supported by morphological-anatomical data.
All species of EUPLOCA show mericarpid or endocarpid structures with
surface sculpturings described as “pits” (precise description in DIANE et al.
2002a), kranz-chlorenchyma organisation in leaves of almost all species (exceptions found only in Heliotropium sect. Ebracteata, DIANE et al. 2003), and the
exclusive occurrence of characteristic trichomes on a pedestal of distinctly
enlarged foliar epidermis cells (trichome type 3 in DIANE et al. 2003).
Within the EUPLOCA clade we identified several subclades. One well-supported subclade comprises South American species (Heliotropium chrysanthum,
H. mendocinum) with underground tubers as a particular adaptation to semi-arid
habitats with seasonal or erratic dry periods. Heliotropium subsect. Ebracteata
(as Ebracteata-clade), appears to be monophyletic. The species are characterized
by completely bractless inflorescences, whereas the remaining species of EU-
42
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
PLOCA are bracteate. The Ebracteata-clade comprises Old World (Heliotropium ovalifolium) and New World (H. procumbens, H. campestre) species as
well as few species with kranz-chlorenchyma organisation (H. campestre).
However, most species are lacking kranz-chlorenchyma organisation (H. procumbens, H. ovalifolium) in the leaves (DIANE et al. 2003, FROHLICH 1978).
Due to the contradictory position in parsimony or NJ trees, the exact phylogenetic position of the Ebracteata clade within EUPLOCA remains unclear.
Furthermore, we identified a Caribbean clade, which comprises dwarf-shrubs
with multiflowered inflorescences (Heliotropium bursiferum), procumbent subshrubs with solitary flowers (H. humifusum), and procumbent herbs with
solitary flowers and postflorally elongating pedicels (defined as the genus
Hilgeria).
The species of the pantropical genus Schleidenia clustered unsupported
between the Caribbean and African-Australian clade. Nevertheless, morphological traits, in particular the characteristic of drupaceous fruits (FÖRTHER
1998), indicate this group as a monophylum.
The African-Australian clade comprises in basal positions the species Heliotropium rariflorum (distributed from southeastern Africa, the Arabian Peninsula and southern Iran to southern Pakistan) and H. strigosum (from West
Africa, the Arabian Peninsula to India, Pakistan, and Australia) and in crown
position a large number of Australian species. H. strigosum is sister to an
apparently evolutionary young Australian group which undertook a rapid
radiation while colonizing this continent (CRAVEN 1996).
Summarizing all urges a formal taxonomic recombination of EUPLOCA,
including all species of Heliotropium section Orthostachys, Schleidenia, and
Hilgeria into the genus Euploca Nutt. (NUTTALL 1837) the oldest available
generic name in this group. Schleidenia Endl. (ENDLICHER 1839) as formerly
proposed (DIANE et al. 2002a) is younger. Combinations are presented in
Appendix 1.
HELIOTHAMNUS, HELIOTROPIUM I and II
These clades constitute a monophylum, well-supported by both molecular
and morphological (presence of always straight embryos) data. Within this large
clade, comprising species of Heliotropium, Tournefortia sect. Tournefortia,
Ceballosia, Argusia and Nogalia, not all systematic relationships between the
clades are undoubtedly clarified.
HELIOTHAMNUS
The species of the Andean Heliotropium sect. Heliothamnus are excluded as
a well-supported clade from HELIOTROPIUM I and II. This clade, probably
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
43
segregated with the upfolding of the Andes, is characterized by plesiomorphic
traits such as one-seeded mericarpids and anthers with pubescent and sometimes
connected apices.
HELIOTROPIUM I and II
HELIOTROPIUM I and HELIOTROPIUM II are well-supported sister
clades. They differ morphologically from the remaining species of Heliotropiaceae by the lack of pubescent or papillose apices of the anthers, which are
never connate. Two-seeded endocarpids, and “empty chambers” are present only
in these two groups. Obvious air-filled empty chambers next to the locules
developed several times independently. They are of different shape and localization and are present in species of different clades [see figures of e.g.
Tournefortia usambarensis (“Tournefortia” clade of HELIOTROPIUM I) in
VERDCOURT 1991: 49 fig.10; Ceballosia fruticosa (HELIOTROPIUM II) in
HILGER 1989: 127 fig. 6d; Heliotropium indicum (Tiaridium clade of HELIOTROPIUM I) in ROSANOFF 1866: plate VI, fig. 15, 18, 19].
Within HELIOTROPIUM I empty chambers are present in all two-seeded
“Tournefortia” species, within Heliotropium sect. Heliotrophytum only in H.
nicotianaefolium, and within sect. Tiaridium only in H. indicum.
HELIOTROPIUM I
This clade comprises Heliotropium species distributed in the New World
and the species of Tournefortia sect. Tournefortia as a part of Heliotropium.
With respect to the sectional relationships of Heliotropium species in
HELIOTROPIUM I they cluster in by FÖRTHER (1998) accepted sections, but
with unresolved relationships among one another. The only exceptions are:
a) the species of H. sect. Cochranea. They are well-supported in a basal
position within HELIOTROPIUM I.
b) all halophytic species. They comprise species of Heliotropium sect.
Platygyne, Tournefortia gnaphalodes, and T. argentea and cluster together. The
systematic position of both Tournefortia species has been controversially discussed till now. In Table 2 we show the nomenclatural synopsis of these (and
other Heliotropiaceae) species.
JOHNSTON (1930, 1935a, 1949, 1951), placed these Tournefortia species
several times either in Messerschmidia or Tournefortia, and pointed out that
these species are closer related to Heliotropium than to Tournefortia. Our results
demonstrate that the halophytes constitute a distinct subclade of HELIOTROPIUM I.
The most important and surprising result, pointed out for the first time in
DIANE et al. (2002a), is the unrecognized fact that the species of Tournefortia
Heliotropium
Tournefortia
Messerschmidia
Argusia
argentea (L.f.) I.M.Johnst.,
argentea (L.f.) H.Heine, Fl.
J. Arnold Arbor. 16: 164. 1935. N. Caled. & Depend. 7: 109.
1976.
gnaphalodes L., Syst. Nat. ed.
10 2: 913. 1759.
gnaphalodes (L.) R.Br., Prod.:
496. 1810.
gnaphalodes (L.) I.M.Johnst.,
J. Arnold Arbor. 16: 165.
1935.
japonicum A.Gray, Mem.
Amer. Acad Arts, n.s., 6: 403.
1859.
in FÖRTHER (1998: 201) and
JOHNSTON (1935a: 164)
sibirica L., Sp. Pl.: 141. 1753.
sibirica var. angustior (DC.)
sibirica (L.) Dandy, Bot. J.
W.T.Wang, Fl. Reipubl. Popul. Linn. Soc. 65: 256. 1972.
Sin. 64(2): 34. 1989.
sibirica var. angustior (DC.)
G.L.Chu & M.G.Gilbert,
Novon 5: 17. 1995.
sogdianum Bunge, Beitr.
Kenntn. Fl. Russl.: 227. 1852.
sogdiana (Bunge) Popov, in
sogdiana (Bunge) Riedl, in
Bull. Sect. Turkest. Soc. Russe K.H. Rechinger, Fl. Iran.,
Geogr. 15: 52. 1922.
Lief. 48: 9. 1967.
messerschmidioides Kuntze,
Revis. Gen. Pl.: 438. 1891.
in FÖRTHER (1998: 129)
fruticosa (L.f.) Ker., Bot.
Reg. 6: 464. 1820.
fruticosa L.f., Suppl. Pl.: 132.
1781.
drepanophyllum Baker, Bull.
Misc. Inform. 93 (art. 407):
336. 1894.
For further synonymy see FÖRTHER (1989) and JOHNSTON (1935a, 1935b, 1949, 1951).
gnaphalodes (L.) H.Heine,
Fl. N. Caled. & Depend. 7:
108. 1976.
other genera
Mallotonia gnaphalodes (L.)
Britton, Ann. Missouri. Bot.
Gard. 2: 47. 1915.
sogdiana (Bunge) Czerep.,
Sosud. Rast. SSSR: 112. 1981.
Ceballosia fruticosa (L.f.)
G.Kunkel ex Förther,
Sendtnera 5: 129. 1989.
Nogalia drepanophylla
(Baker) Verdc., Kew Bull.
43: 432. 1987.
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Heliotropium foertherianum
argentea L.f., Suppl. Pl.: 133.
Diane & Hilger nom. nov. pro 1781.
Tournefortia argentea L.f.,
Suppl. Pl.: 133. 1781. non
Heliotropium argenteum
Lehm., Pl. Asperif. Nucif.: 73.
1818. sect. Heliothamnus
(FÖRTHER 1998: 80).
44
Tab. 2. Nomenclatural synopsis of Tournefortia argentea, T. gnaphalodes and the species of the genera Argusia, Ceballosia, and Nogalia investigated in this
study. Names accepted by FÖRTHER (1989) and used in this study are highlighted.
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
45
section Tournefortia and the Heliotropium species of the New World are very
close related. “Tournefortia” represent a lineage of tropical New World Heliotropium species from humid environments (except halophytic T. argentea, T.
gnaphalodes), whereas Heliotropium species itself prefer semi-arid habitats.
The radiation into humid-tropical conditions caused a change of growth
forms and fruit types, and resulted in liana- or subscandent-species with
drupaceous fruits. Beside molecular data, a close relationship of “Tournefortia”
and New World Heliotropium species is also reflected in leaf anatomy, described
in detail by DIANE et al. (2003). Species of both groups are characterized by
nearly identical leaf anatomy. They share important characters such as the lack
of calcium oxalate tubes in the mesophyll or characteristic unicellular lithocysts
with reduced trichome tips, which are not found in the species of the
MYRIOPUS or EUPLOCA clades.
Thus, the species of Tournefortia section Tournefortia warrant incorporation
into the genus Heliotropium. However, before new combinations in the genus
Heliotropium are made for “Tournefortia”, the exact relationship within New
World Heliotropium needs to be resolved, and a revision of “Tournefortia” is
inevitable. Currently, we advocate maintaining the genus Tournefortia, which is
easily defined; we conclude that under this definition the genus Heliotropium
is paraphyletic.
Actually, the only exceptions are halophytic T. gnaphalodes which fall in
synonymy of Heliotropium (Tab. 2). For T. argentea we propose a new
combination, presented in Appendix 1 (see also Tab. 2).
HELIOTROPIUM II
This clade comprises Heliotropium species distributed in the Old World plus
Argusia sibirica, A. sogdiana, Ceballosia fruticosa, and Nogalia drepanophyllum ,
which should be maintained in Heliotropium, the genus within which they were
described initially (Tab. 2).
HELIOTROPIUM II is well-supported by the trnL dataset, and by the loss
of nearly the whole helix I in the ITS1 secondary structure. Their very
characteristic spear-like trichomes on the leaves (trichome type 5, detailed
described in DIANE et al. 2003), support the monophyly of this group of Old
World species. Exceptions are Argusia sibirica and Ceballosia fruticosa. Both
species take an uncertain intermediate positions between the clades HELIOTROPIUM I and II, supported also by comparative leaf anatomy (DIANE et al.
2003).
Within HELIOTROPIUM II three major subclades have been identified. A
large subclade is strongly indicated, comprising species of Heliotropium sections
Heliotropium, Pleurolasia, and Odontotropium as accepted by FÖRTHER (1998).
FÖRTHER (1998) regarded them as closely related because of the shape of the
style-stigma-complex and the flower indument. However, our molecular data
46
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
show that none of these three sections is monophyletic. Current morphological
circumscriptions do not reflect the phylogenetic relationships; H. arbainense
and H. hirsutissimum, two species of sect. Odontotropium, serve as a good
example. Section Odontotropium is defined by the occurrence of compact
fornices-like intercalary teeth in epipetalous position inside the corolla tube.
According to the molecular findings, these traits have to be regarded as
convergent, because both species do not cluster together. H. hirsutissimum
clusters with H. suaveolens (sect. Heliotropium). Indeed, FÖRTHER (1998)
pointed out that H. hirsutissimum and H. suaveolens are nearly similar with the
only exception of the lack or presence of intercalary teeth. Therefore, further
investigations are necessary to find exact morphological definitions for sectional
disposition.
In sister group relationship to above mentioned clade is the monotypic section
Chamaetropium (H. supinum) which clusters with H. drepanophylla (Tab. 2).
The latter separated as Nogalia drepanophyllum by VERDCOURT (1987). Apart
from the molecular data, the close relationship of these two species is also
supported by morphological traits. Both species exclusively share distinctly
urceolate, inflated calyces which enclose the fruits at maturity and act as a
dispersing unit.
The species of section Pterotropium constitute a natural group which is the
sister of the subclades described above. They are characterized by lateral winged
or bulging two- or one-seeded fruits (FÖRTHER 1998).
The remaining species of HELIOTROPIUM II, H. zeylanicum, H. lineare,
H. ciliatum, H. nelsonii, and also Argusia sogdiana, are unsupported in basal
position of this clade. The aberrant morphology (FÖRTHER 1998) probably
indicates these species as relicts of phylogenetically old lineages. Further
investigations are necessary to resolve exact relationships.
With regard to both species of the genus Argusia, they do not constitute a
natural group, this supported by molecular data and leaf anatomy (DIANE et al.
2003).
Appendix 1: Taxonomic recombinations within HELIOTROPIUM I,
MYRIOPUS, and EUPLOCA
The current available molecular and morphological-anatomical results lead
to nomenclatural recombination within the clades HELIOTROPIUM I,
MYRIOPUS, and EUPLOCA which are here proposed:
HELIOTROPIUM I
Heliotropium foertherianum Diane & Hilger nom. nov.
º Tournefortia argentea L.f., Suppl. Pl.: 133. 1781 [non Heliotropium argenteum
Lehm., Pl. Asperif. Nucif.: 73. 1818, sect. Heliothamnus] (FÖRTHER 1998: 80).
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
47
The new name is in honor of HARALD FÖRTHER , the important student of
Heliotropiaceae.
For synonyms see Tab. 2.
MYRIOPUS
Myriopus Small, Man. S. E. Fl.: 1131. 1933.
º Tournefortia L. sect. Cyphocyema I.M.Johnst., Contr. Gray Herb. 92: 72. 1930.
For further synonyms see JOHNSTON (1930).
Ty pe : Myriopus volubilis (L.) Small, Man. S. E. Fl.: 1131. 1933.
º Tournefortia volubilis L., Sp. Pl.: 140. 1753.
For further synonyms see JOHNSTON (1935b, 1949, 1953, 1964).
Myriopus psilostachya (Kunth) Diane & Hilger comb. nov.
º Tournefortia psilostachya Kunth, in Humboldt, Bonpland & Kunth, Nov. Gen.
Sp. 3: 78. 1818.
Myriopus salzmannii (DC.) Diane & Hilger comb. nov.
º Tournefortia salzmannii DC., Prodr. 9: 524. 1845.
For further synonyms see JOHNSTON (1930, 1935b).
EUPLOCA
Euploca Nutt., Trans. Amer. Phil. Soc., n.s. 5: 189. 1837.
º Heliotropium L. sect. Euploca (Nutt.) A.Gray, Proc. Amer. Acad. Arts 10: 49.
1874.
= Schleidenia Endl., Gen. Pl.: 646. 1839.
= Heliotropium L. sect. Orthostachys R.Br. subsect. Axillaria I.M.Johnst., Contr.
Gray Herb. 81: 47. 1928.
= Hilgeria Förther, Sendtnera 5: 132. 1989.
For further synonyms see FÖRTHER (1998).
Ty pe : Euploca convolvulacea Nutt., Trans. Amer. Philos. Soc., n.s. 5: 190. 1837.
º Heliotropium convolvulaceum (Nutt.) A.Gray, Mem. Amer. Acad. Arts, n.s.
6: 403. 1859.
For further synonyms see FÖRTHER (1998).
Euploca antillana (Urb.) Diane & Hilger comb. nov.
º Heliotropium antillanum Urb., Symb. Antill. 4: 528. 1910.
Euploca baclei (DC.) Diane & Hilger comb. nov.
º Heliotropium baclei DC., Prodr. 9: 546. 1845.
Euploca ballii (Domin) Diane & Hilger comb. nov.
º Heliotropium ballii Domin, Biblioth. Bot. 89: 1098. 1928.
Euploca bursifera (C.Wright) Diane & Hilger comb. nov.
º Heliotropium bursiferum C.Wright, in Griseb., Cat. Pl. Cub.: 211. 1866.
48
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
Euploca campestris (Griseb.) Diane & Hilger comb. nov.
º Heliotropium campestre Griseb., Abh. Königl. Ges. Wiss. Göttingen 19: 186.
1874.
For further synonyms see Förther (1998).
Euploca chrysantha (Phil.) Diane & Hilger comb. nov.
º Heliotropium chrysanthum Phil., Anales Univ. Chile 21: 401. 1862.
Euploca cupressina (Craven) Diane & Hilger comb. nov.
º Heliotropium cupressinum Craven, Austral. Syst. Bot. 9: 570: 1996.
Euploca humifusa (Kunth) Diane & Hilger comb. nov.
º Heliotropium humifusum Kunth, in Humborldt, Bonpland & Kunth, Nov.
Gen. Sp. 3: 85. 1818.
For further synonyms see FÖRTHER (1998).
Euploca hypogaea (Urb. & Ekman) Diane & Hilger comb. nov.
º Heliotropium hypogaeum Urb. & Ekman, Ark. Bot. 22A, no.10: 105. 1929.
º Hilgeria hypogaea (Urb. & Ekman) Förther, Sendtnera 5: 133. 1998.
Euploca lagoënsis (Warm.) Diane & Hilger comb. nov.
º Heliotropium lagoënse (Warm.) Gürke, in Engler & Prantl, Nat. Pflanzenfam.
4(3a): 97. 1893.
º Schleidenia lagoënsis Warm., Vidensk. Meddel. Dansk Naturhist. Foren.
Kjobenhavn 1867: 15. 1867.
For further synonyms see FÖRTHER (1998).
Euploca mendocina (Phil.) Diane & Hilger comb. nov.
º Heliotropium mendocinum Phil., Anales Univ. Chile 21: 400. 1862.
Euploca ovalifolia (Forssk.) Diane & Hilger comb. nov.
º Heliotropium ovalifolium Forssk., Fl. Aegypt.-Arab.: 38. 1775.
Euploca procumbens (Mill.) Diane & Hilger comb. nov.
º Heliotropium procumbens Mill., Gard. Dict., ed. 8: no. 10. 1768.
For further synonyms see FÖRTHER (1998).
Euploca pulvina (Craven) Diane & Hilger comb. nov.
º Heliotropium pulvinum Craven, Austral. Syst. Bot. 9: 577. 1996.
Euploca rariflora (Stocks) Diane & Hilger comb. nov.
º Heliotropium rariflorum Stocks, J. Bot. (Hooker) 4: 174. 1852.
Euploca rariflora subsp. hereroensis (Schinz) Diane & Hilger comb. nov.
º Heliotropium hereroense Schinz, Vierteljahresschr. Naturf. Ges. Zürich 60:
404. 1915.
º Heliotropium rariflorum Stocks subsp. hereroense (Schinz) Verdc., Fl. Trop.
East Afr., Boraginaceae: 70. 1991
For further synonyms see FÖRTHER (1998).
H.H. Hilger & N. Diane, Systematic analysis of Heliotropiaceae
49
Euploca serpylloides (Griseb.) Diane & Hilger comb. nov.
º Heliotropium serpylloides Griseb., Cat. Pl. Cub.: 212. 1866.
º Hilgeria serpylloides (Griseb.) Förther, Sendtnera 5: 133. 1998.
Euploca strigosa (Willd.) Diane & Hilger comb. nov.
º Heliotropium strigosum Willd., Sp. Pl. ed.4 1(2): 743. 1798.
For further synonyms see FÖRTHER (1998).
Euploca styotricha (Craven) Diane & Hilger comb. nov.
º Heliotropium styotrichum Craven, Austral. Syst. Bot. 9: 580. 1996.
Euploca tenuifolia (R.Br.) Diane & Hilger comb. nov.
º Heliotropium tenuifolium R.Br., Prodr.: 494. 1810.
For further synonyms see FÖRTHER (1998).
Acknowledgement
The authors wish to thank the following collectors who provided us with plant
material: LYN CRAVEN (Canberra, Australia), TASSILO FEUERER (Hamburg), HARALD
FÖRTHER (München), MARIA HOFMANN (Berlin), MATHIAS JENNY (Frankfurt), ANNA
KAGIAMPAKI (Iraklion, Greece), NORBERT KILIAN (Berlin), SIGRID LIEDE (Bayreuth),
MONIKA LÖSCHNER (Berlin), JAMES MILLER (St. Louis MO, USA), WOLFGANG
SCHULTKA (Gießen), HAGEN STENZEL (Berlin), HANS-JÜRGEN TILLICH (München),
MAXIMILIAN WEIGEND (Berlin), ELKE ZIPPEL (Berlin).We thank the Botanische Staatssammlung München (M), the Botanischer Garten and Botanisches Museum Berlin-Dahlem
(B), the Herbarium Senckenbergianum, Frankfurt (FR), the Herbarium University Kassel
(KAS), the Royal Botanic Gardens, Kew (Great Britain), the Australian National
Herbarium, Canberra (CAN), and the Missouri Botanical Garden Herbarium (MO) for
plant material. We are very much indepted to Dr. JOHN NELSON (USCH, Columbia,
South Carolina) for reading the English manuscript that considerably improved the quality
of the text.
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Accepted for publication July 16, 2003
Addresses of the authors:
HARTMUT H. HILGER and NADJA DIANE, Institut für Biologie — Systematische
Botanik und Pflanzengeographie, Freie Universität Berlin, Altensteinstr. 6, D-14195
Berlin, Germany; e-mail; diane@zedat.fu-berlin.de; hahilger@zedat.fu-berlin.de