55 (1) • February 2006: 125–137
Andersson • Phylogeny of Calceolaria
On the phylogeny of the genus Calceolaria (Calceolariaceae) as inferred
from ITS and plastid matK sequences
Stephan Andersson
Botanical Institute, Department of Systematic Botany, Göteborg University, Box 461, 405 30 Göteborg,
Sweden. stephan.andersson@botany.gu.se
The chloroplast gene matK and the nuclear internal transcribed spacer region (ITS) were used to explore taxonomic placement of and phylogeny within Calceolaria and related genera of Calceolarieae (= Calceolariaceae),
a group traditionally referred to the polyphyletic Scrophulariaceae. Calceolarieae appear as a strongly supported monophyletic group and receive moderate support as the sister group of the family Gesneriaceae. The
monotypic genus Porodittia is deeply nested inside Calceolaria and is reduced to synonymy under the latter
genus. The phylogenetic trees retrieved for Calceolaria reveal that many presently recognised sections are
polyphyletic. They also suggest that temperate species have retained the most ancestral character states in the
genus. The phylogeny of Calceolaria features a number of well supported clades, which are difficult to characterize morphologically. A renewed interpretation of morphological characters diagnosing natural groups
within Calceolaria is called for. The role of the Huancabamba Deflection as an important factor in the biogeography of Calceolaria is strongly alluded by the inferred phylogeny.
KEYWORDS: Andes, Calceolaria, Calceolariaceae, Gesneriaceae, Huancabamba Deflection, Jovellana, ITS,
Lamiales, matK, phylogeny, Porodittia.
c
INTRODUCTION
Calceolaria L. is perhaps one of the most easily
recognised plant genera in the Andean region. It is often
found along roadsides and in seepages, and is easily
identified by its remarkable, often strikingly yellow
flowers with saccate lower lip. This genus consists of
shrubs, lianas and herbs, and the geographic range
extends from Patagonia to central Mexico. The main
range is limited to the Andes but some species occur in
nearby coastal regions of Ecuador, Peru and Chile, and a
disjunct enclave with a few representatives is found in
southeast Brazil. Since Linnaeus first described the
genus in 1770, Calceolaria has been subject to several
revisions, most notably by Bentham (1846), Kränzlin
(1907), Pennell (1920, 1945, 1951a, b), Molau (1988),
and Ehrhart (2000). However, in spite of the considerable
attention to the genus in the literature, there are still a
number of unresolved questions with respect to its taxonomic placement and evolutionary history.
Calceolaria together with Jovellana R. & P. and
Porodittia G. Don, is traditionally placed in the tribe
Calceolarieae of Scrophulariaceae (Lamiales). Recent
molecular studies (Olmstead & Reeves, 1995; Oxelman
& al., 1999; Olmstead & al., 2000; Albach & al., 2001)
have shown that Scrophulariaceae s.l. is polyphyletic.
This raises questions about the placement of groups traditionally referred to Scrophulariaceae, including tribe
Calceolarieae. Olmstead & al. (2001) based on sequence
data from rbcL, ndhF, and rps2 showed that Calceolarieae are monophyletic and should be removed from the
polyphyletic Scrophulariaceae. Calceolarieae branched
off near Gesneriaceae but support for its position relative
to Gesneriaceae was weak (53% bootstrap support). Because it was strongly supported as monophyletic but at
the same time of somewhat uncertain affinity, the tribe
was raised to the rank of family (Calceolariaceae), a
position taken also by the Angiosperm Phylogeny Group
(Stevens, 2001–present). The weak support obtained in
the study by Olmstead & al. (2001) does not resolve the
exact position of Calceolariaceae relative to other families of Lamiales.
Calceolariaceae are characterised by paired-flowered cymes, a bilabiate corolla (in Porodittia abaxial
“lip” strongly bilobed), and elaiophores seen as pads of
hairs on the inside of the abaxial lip. The number of
autapomorphic morphological characters is high in most
species. Molau (1988) noted numerous possible parallelisms in the genus and that subgeneric division therefore remains problematic. While Calceolaria and
Porodittia are limited to the Andes and adjacent areas,
Jovellana, comprising only six species, is represented in
both Chile (two species) and New Zealand (four species).
Thus, Calceolariaceae is not strictly South American and
is considered an Austral-Antarctic element (Cleef, 1979).
The latest revision (Molau, 1988) recognised 181
125
Andersson • Phylogeny of Calceolaria
species in Calceolaria, the latter being divided into three
subgenera (Molau, 1988): Calceolaria (19 sections),
Cheiloncos (two sections), and Rosula (three sections).
The subgenera and sections of Molau (1988) are listed in
Table 1. This work did not include representatives from
Chile and Argentina. Two new species have recently
been described by Molau (2003). Ehrhart (2000) revised
the Chilean representatives of the genus and recognised
50 species. There is yet no modern revision of the Argentinean species. Thus, in addition to the 233 species of
Calceolaria recognised in modern revisions, there is an
unknown number of Argentinean representatives. Considering the high number of narrow endemics in the
genus, more species are likely to be found in the future
as more remote areas in the Andes are surveyed. The centre of species richness is found in the middle Andean
region (6°S–20°S) where 122 species of Calceolaria,
and the genus Porodittia occur (Molau, 1988).
Molau (1988) and Ehrhart (2000) expressed different
opinions on which subgeneric group retains the most
ancestral character state in Calceolaria. Molau (1988)
suggested that rosulate herbs in the temperate region
were most likely to have done so, and placed them in the
subgenus Rosula, while other temperate, more woody
species and tiny subshrubs, were placed in subgenus
Cheiloncos. All remaining species were placed in the
large subgenus Calceolaria (Table 1). Molau also included sect. Micranthera in subgenus Cheiloncos, although
Table 1. The subgenera and sections of Calceolaria
recognised by Molau (1988).
Subgenus
Calceolaria
Cheiloncos
Rosula
Section
Anacyrta
Calceolaria**
Englerina
Ericoides
Integerrimae
Lehmannina
Lobatae
Parvifoliae
Perfoliatae
Polyclada
Revolutae
Rotundifoliae*
Salicifoliae
Scapiflorae*
Symplocophylla
Teucriifoliae
Thamnobia
Urticopsis
Verticillatae*
Micranthera
Rugosae***
Bellidifoliae**
Corymbosae***
Kremastocheilos***
Type species
C. virgata
C. pinnata
C. engleriana
C. ericoides
C. pinifolia
C. lehmannina
C. lobata
C. parvifolia
C. perfoliata
C. brachiata
C. revoluta
C. rotundifolia
C. salicifolia
C. scapiflora
C. connatifolia
C. teucrioides
C. rosmarinifolia
C. lamiifolia
C. angustiflora
C. dichotoma
C. integrifolia
C. bellidifolia
C. corymbosa
C. uniflora
* Section not represented in this study.
** Type species not included in this study.
*** Sections included in Calceolaria by Molau (1988), but not revised by him.
126
55 (1) • February 2006: 125–137
the subgenus is not strictly temperate. Most of its representatives (C. dichotoma, C. utricularioides, and C.
pumila) occur in the tropical region and only one species
in the temperate region (C. tucumana in S. Bolivia).
Like Molau, Ehrhart (1997) also believed that temperate species have retained more ancestral character
states in Calceolaria, and she placed the main body of
these in section Cheiloncos. In addition to sect. Cheiloncos she recognised two more sections of temperate Calceolaria, viz. Tenella (with the only species, C. tenella)
and Kremastocheilos (with two species, C. fothergillii
and C. uniflora). Witasek (1907) first described the latter
section from of a group originally described by Bentham
(1846) as Scaposae in his section Eucalceolaria. Ehrhart
did not further treat the remaining species, all of which
are tropical. Ehrhart further divided section Cheiloncos
into two informal groups based on the length of the upper
lip of the corolla relative to that of the lower lip. Group
“A” is characterised by having an upper lip about 1/3 the
length of the lower, and group “B” by having an upper lip
at least 1/3 the length of the lower. Differences between
Molau’s and Ehrhart’s classifications are shown in Table
2 for the species represented in this study.
The aim of this study is to test hypotheses of phylogenetic and systematic relationships within Calceolariaceae, especially the genus Calceolaria. The hypothesis
of Molau and Ehrhart that temperate species contain the
most ancestral character states in Calceolaria is crucial
to an understanding of character evolution and biogeography of the genus and needs verification. Also, the
delimitation of clades and the morphological characterization of sections sensu Molau (1988) and Ehrhart
(2000) require attention.
MATERIAL AND METHODS
Selection of taxa. — Based on the results of
Oxelman & al. (1999), Albach & al. (2001), and Olmstead & al. (2001), the analysis of relationships of
Calceolariaceae (Analysis I) was limited to a selection of
Lamiales taxa. Because all the above studies place
Oleaceae as sister to all other groups in Lamiales, two
species of that family were used as outgroup. The ingroup consists of sixteen representatives from eight families (Tetrachondraceae, Gesneriaceae, Plantaginaceae,
Scrophulariaceae s.l., Orobanchaceae, Pedaliaceae, Verbenaceae, and Lamiaceae) plus six representatives of the
Calceolariaceae (one species of Jovellana and five
species of Calceolaria).
For the analyses II, III, and IV, designed to estimate
the phylogeny of Calceolariaceae, an ingroup was assembled comprising a total of 87 species (Appendix).
Kohleria (Gesneriaceae) was used as outgroup (Olm-
55 (1) • February 2006: 125–137
Table 2. Comparison of Molau’s (1988) and Ehrhart’s
(2000) classifications of temperate species. Only species
included in the present sample, with exception for C.
dichotoma and C. utricularioides, are enumerated.
Molau
Subgenus Rosula
C. biflora
C. corymbosa
C. pennellii
C. umbellata
C. uniflora
Subgenus Cheiloncos
C. dichotoma
C. integrifolia
C. plectranthifolia
C. polifolia
C. tucumana
C. utricularioides
Subgenus Calceolaria
Remaining species
Ehrhart
Section Cheiloncos Group
C. biflora
A
C. corymbosa
A
C. filicaulis
A
C. germainii
A
C. integrifolia
B
C. pinifolia
A
C. polifolia
B
C. polyrhiza
A
C. thyrsiflora
B
Section Tenella
C. tenella
Section Kremastocheilos
C. uniflora
Remaining species not treated
stead & al., 2001). Ingroup taxa were sampled to include
representatives from as many as possible of the 22 sections recognised by Molau (1988), as well as the two
additional temperate sections mentioned, but not revised
by him (Corymbosae and Kremastocheilos). Suitable
material from the small sections Rotundifoliae (three
species), Scapiflorae (three species), and Verticillatae
(two species) could not be obtained. All other sections,
sensu Molau (1988) in Calceolaria are represented,
including the type species of all sections except Bellidifoliae and Calceolaria (Table 1). Material from the only
species of Porodittia was included together with available material of a single South American species of
Jovellana.
In this study, the work by Molau (1988) is used as
the main reference for sampling of Calceolaria species,
since his monograph considers species from all sections
and known floral regions where Calceolaria is abundant,
while he also provides a more complete framework for
discussion on sectional delimitations. The monograph of
Chilean species by Ehrhart (2000) was used as an additional reference and guide for sampling of extratropical
species. The number of sampled species is kept proportional to the occurrence of all known species in each of
the floral regions (south, central and north), defined by
Molau (Table 3). Information on origin, voucher specimens, and GenBank accession numbers for all taxa
included in this study is provided in the Appendix.
Selection of loci. — A number of loci (ITS, matK,
atpB-rbcL spacer, rps16 intron, rbcL) were surveyed to
identify regions likely to yield sufficient resolution for
the analysis. The two loci ITS and matK showing the
highest level of sequence variation were chosen. The
matK region has been shown to have a rate of variability
approximately three times that of rbcL (Plunkett & al.,
Andersson • Phylogeny of Calceolaria
1997), making it suitable for resolution at infrafamilial
and infrageneric level (Johnson & Soltis, 1995; Sang &
al., 1997; Li & al., 1999; Soltis & al., 2001; Li & Huang,
2002). To provide detailed resolution in Calceolaria, the
nuclear ITS region (internal transcribed spacer 1, 5.8S
gene, internal transcribed spacer 2) was chosen as it has
proved useful in numerous species level studies in plant
systematics (Hills & Dixon, 1991; Alvarez & Wendel,
2003). Hence, the combination of ITS and matK data was
believed to provide higher resolution than either region
separately by addressing different levels in the phylogenetic tree, ITS contributing mainly to distal and matK
mainly to basal resolution.
DNA extraction, amplification, and sequencing. — Total genomic DNA was isolated from leaves,
flowers, or flower buds, mainly using fresh or silica gel
dried material. However, herbarium material was used
when no other material was available. Extractions were
made with DNEasy® Plant Mini Kit (QIAGEN®, Hilden) according to the manufacturers’ standard protocol.
Amplification and sequencing were made using the
primers specified in Table 4. At no point were any multiple bands encountered in the amplification process, nor
were there any such ambiguously called bases in the
post-processing of the sequenced strands that would indicate multiple loci in the ITS.
Sequencing was conducted on an automated
Beckman Coulter CEQ 8000 using Genetic Analysis
System Software v5.0 (Beckman Coulter, Fullerton).
For ITS, a fragment of approximately 700 bp was
sequenced. The sequenced fragment comprised a small
part of the 18S exon, the ITS1, the 5.8S exon, the ITS2,
and a small part of the 26S exon.
Five species of Calceolaria (C. uniflora, C. pennellii, C. vaccinioides, C. dilatata, and C. bicrenata), together with the one species of Jovellana (J. violacea),
were sequenced for 90–95% (~1,400 bp) of the matK
gene. The last ~75 bp of the 3' end were not covered with
Table 3. Comparison of the species sampled in Calceolariaceae to the total number of species with respect to
proportion of species occurring in the geographic regions of South America discerned by Molau (1988).
Because of the lack of a modern revision of Argentinean
species, they are excluded from the total number of
species. The number of species present in Argentina can
be estimated to be 16–30+ such that the actual number
for the South region is likely to be 66–80+.
South
Middle
North
Total
South region
No. of
% of total
species
50
22
122
52
61
26
233
100
This study
No. of
% of total
species
sample
16
19
51
60
18
21
85
100
127
Andersson • Phylogeny of Calceolaria
the primers used for sequencing (Table 4). A segment of
the sequenced matK strand with the highest amount of
variation was identified. For the remaining species, this
segment, the approximately 840 bp between the primers
323f and 1189r, was amplified and sequenced.
Alignment. — The forward and reverse sequence
strands for both ITS and matK sequences were checked
and edited using the Sequencher™ software version 4.1
(Gene Codes Corporation, Ann Arbor, Michigan, U.S.A).
Sequence strands were assembled and manually adjusted. The final sequences were aligned into separate ITS
and matK data matrices using ClustalX version 1.83
(Thompson & al., 1997) and the resulting matrices were
manually adjusted in SeaView (Galtier & al., 1996).
Gaps were coded as missing data, and all informative
characters in the matrices were manually verified against
original sequence data in order to eliminate possible misreadings.
A total of 88 ITS sequences were obtained, requiring
eight gaps in the alignment. Gaps considered carrying
phylogenetic information with respect to the ingroup
were coded as separate indel characters and added to the
end of the matrix using G/C for present/absent, and
accounted for 5.8% of the parsimony-informative sites.
Forty-nine matK sequences were obtained from the 88
taxa sequenced for ITS, the remaining 39 taxa failing to
amplify in spite of various adjustments to the protocols.
The alignment of matK sequences did not contain any
informative gaps.
Phylogenetic analyses. — Four different parsimony analyses were conducted using PAUP* 4.0b10
(Swofford, 2002). One of these (Analysis I) was based on
matK data and designed to reveal the placement of
Table 4. Amplification (A) and sequencing (S) primers for
ITS and matK regions. Underlined bases are modified as
compared to the cited reference.
Primers
ITS
ITS11
ITS21
ITS31
ITS41
ITS102
“N1”3
“N2”3
matK
323f2
775f2
1189r2
1168r4
1470r4
trnK3914f5
trnK2R5
A/S
Sequence (5´-3´)
S
S
S
A/S
A
A/S
A/S
TCCGTAGGTGAACCTGCGG
GCTGCGTTCTTCATCGATGC
GCATCGATGAAGAACGCAGC
TCCTCCGCTTATTGATATGC
TGCTAACTAGCTATGYGGAG
TATGCTTAAAYTCAGCGGGT
AACAAGGTTTCCGTAGGTGA
S
S
S
S
S
A
A
ATTNTCAAATCNTAKCAGAGGGG
TCTTGAACGAATNTATTTCTATG
CGGCTTACTAATRGGATGCCC
TACNATCAATTCATTCAATATTYCC
AAGATGTTGAGCGTAAATGA
GGGGTTGCTAACTCAACGG
AACTAGTCGGATGGAGTAG
1Wojciechowski & al., 1993; 2L. Andersson, pers.comm.; 3Nickrent & al., 1994;
4Johnson & Soltis, 1995; 5Plunkett & al., 1997. The primers by Nickrent & al. were
published without designations and the names “N1” and “N2” are used here as a matter of convenience.
128
55 (1) • February 2006: 125–137
Calceolariaceae in Lamiales. The second analysis
(Analysis II) included an outgroup, and the 49 species of
Calceolariaceae for which both ITS and matK data were
available. The third (Analysis III) used only ITS
sequences of 87 species of Calceolariaceae. The fourth
analysis (Analysis IV) used a combination of ITS and
matK sequences and included all 87 species of
Calceolariaceae and an outgroup. Thus, in the fourth
analysis, matK sequences were lacking for many species
and missing data were coded as question marks.
For each analysis the same search strategy was
applied: a heuristic search with 1000 random addition
sequence replicates (RAS) and tree-bisection-reconnection (TBR) branch swapping was performed without a
MAXTREE limit. All characters were equally weighted.
In analysis III and IV, this quickly resulted in buffer overflow, calling for a change of strategy. Thus, 200,000 RAS
were performed (analysis III), saving one most parsimonious tree (MPT) per RAS and limiting search time for
each RAS to a maximum of three seconds, saving one
MPT if its length was equal to or lower than the ones
obtained earlier. These settings were used to limit the
search time while maximising the tree space explored.
However, this procedure does not guarantee that the
globally shortest tree is found, but the trees found should
be a close approximation and would thus serve to provide consistency and retention indices. For analysis IV
the problem of slow speed in heuristic search methods
was circumvented by using only jacknife analysis. Thus,
no CI or RI values were obtained in this analysis.
Tree support was estimated for each data set using
jacknife resampling with parameters to simulate bootstrap resampling as described by Harshman (1994),
Farris & al. (1996), and Farris (1998). Analyses were
made using the following parameters: 37% deletion
(JAC-emulation), 10,000 replicates, 3 RAS, TBR swapping, and a single MPT saved per RAS. Otherwise
default settings were used. Support values of 50–69% are
here considered “weak”, 70–89% “moderate”, and
90–100% “strong”.
RESULTS
Analysis I. — The alignment of matK data comprises 1486 characters, of which 286 (19.2%) were parsimony-informative. Three additional indel characters
were added to the matrix. The heuristic search was run to
completion and resulted in a single MPT of 1104 steps
(CI = 0.719, RI = 0.635). This tree is shown in Fig. 1.
Basal nodes are strongly supported. Branches representing strongly supported non-Calceolariaceae lineages
include the Tetrachondraceae-clade (100%), and
Orobanchaceae-clade (100%). Moderately supported lin-
55 (1) • February 2006: 125–137
Andersson • Phylogeny of Calceolaria
Olea
Oleaceae (Outgroup)
92
98
Tetrachondra
100
100
50
Polypremum
Tetrachondraceae
65
71
96
Peltanthera
62
58
70
Streptocarpus
95
99
98
Kohleria
Gesneriaceae
86
75
100
97
Jovellana
98
59
Calceolaria uniflora
100
99
68
100
Calceolaria pennellii
78
90
100
Calceolaria vaccinioides
76
100
74
82
61
Calceolaria dilatata
73
Calceolaria bicrenata
Calceolariaceae
76
60
60
Veronica
82
59
68
Antirrhinum
Plantaginaceae
63
83
Scrophularia
62
83
100
Myoporum
Scrophulariaceae
65
75
Orobanche
Pedicularis
10 Changes
81
99
100
Sesamum
Ajuga
C. spruceana (th)
C. martinezii (le)
C. rosmarinifolia (th)
C. fusca (sa)
C. connatifolia (sy)
C. phaeotricha (sa)
C. bicrenata (ur)
C. glauca (an)
Porodittia triandra
C. comosa ssp. comosa (an)
C. lobata (lo)
C. phaceliifolia (lo)
C. rugulosa (an)
C. virgata (an)
C. penlandii ssp. penlandii (ur)
C. maculata (ur)
C. ballotifolia (ur)
C. chelidonioides (ca)
C. mandoniana (ca)
C. perfoliata (pe)
C. tomentosa (pe)
C. lanata (pe)
C. calycina (pe)
C. pavonii (pe)
VIb
VIc
Clade VII
Clade VIII
Clade IX
Clade X
Orobanchaceae
Pedaliaceae
Verbena
Kohleria spicata
Outgroup
Jovellana violacea
C. uniflora (kr)
Clade I
C. pennellii (be)
C. polyrhiza (?)
C. tucumana (mi)
C. buchtieniana (re)
Clade II
C. engleriana ssp. engleriana (en)
C. myriophylla (pa)
C. rupestris (re)
Clade III
C. boliviana (en)
C. oblonga (le)
C. sparsiflora (pa)
Clade IV
C. flexuosa ssp. flexuosa (ur)
C. vaccinioides (po)
C. atahualpae ssp. atahualpae (po)
C. ericoides spp. ericoides (er)
C. dentifolia (sa)
C. gaultherioides (sa)
Clade V
C. tetragona ssp. tetragona (sa)
C. moyobambae (sa)
C. pedunculata ssp. pedunculata (le)
C. lavandulifolia (te)
C. purpurascens (pe)
VIa
C. dilatata (pe)
Clade VI
Jasminum
Verbenaceae
Lamiaceae
Fig. 1. The single most parsimonious tree (1104 steps, CI
= 0.7192, RI = 0.6353) obtained from Analysis I (matK
data). Numbers at nodes indicate jacknife support values.
eages include the Plantaginaceae-ScrophulariaceaeOrobanchaceae-Pedaliaceae-Verbenaceae-Lamiaceaeclade (83%), while weakly supported lineages include
the Plantaginaceae-clade (68%) and Gesneriaceae-clade
(58%). The Calceolariaceae-clade receive strong support
(100%) and its sister group relationship to the
Gesneriaceae-clade receives moderate support (75%).
Analysis II. — The alignment of Calceolariaceae
with both ITS and partial matK sequences comprise 46
species of Calceolaria, one of Jovellana, one of
Porodittia, and the outgroup Kohleria spicata. Out of
1,573 characters, 158 (9.8%) were parsimony-informative and 132 (8.2%) of these informative in Calceolaria
and Porodittia only. The alignment also include eight
additional indel characters in the ITS region. The heuristic search resulted in 42 MPTs of 690 steps (CI = 0.713,
RI = 0.697). The strict consensus tree of these (Fig. 2) is
well resolved and has only four polytomies in the
ingroup. All these occur in distal branches.
Strongly supported clades include clade I (92%), and
there is strong support (96%) that this clade and C.
tucumana are basal to all other species of Calceolaria
Fig. 2. Strict consensus tree of the 42 most parsimonious
trees (690 steps, CI = 0.7130, RI = 0.6968) from Analysis II
(ITS and matK data). Values above branches indicate
jacknife support. The solid bar indicates dispersal event
across the Huancabamba deflection. Abbreviations within parenthesis indicate section (sensu Molau 1988), (an)
Anacyrta, (be) Bellidifoliae, (ca) Calceolaria, (co)
Corymbosae, (en) Englerina, (er) Ericoides, (in)
Integerrimae, (kr) Kremastocheilos, (le) Lehmannina, (lo)
Lobatae, (mi) Micranthera, (pa) Parvifoliae, (pe)
Perfoliatae, (po) Polyclada, (re) Revolutae, (ru) Rugosae,
(sa) Salicifoliae, (sy) Symplocophylla, (te) Teucriifoliae,
(th) Thamnobia, (ur) Urticopsis. Question-marks indicate
that the species were not treated by Molau (1988).
(including Porodittia). The species of clade I are all of
exclusively temperate origin. Other strongly supported
groups are clade V (97%), consisting entirely of species
from sect. Salicifoliae (C. dentifolia, C. gaultherioides,
C. tetragonal, and C. moyobambae); clade VIa (100%)
with two species from sect. Perfoliatae (C. purpurascens
and C. dilatata); clade VIb (90%) consisting of two
species from sect. Thamnobia (C. spruceana and C. rosmarinifolia) and one from sect. Lehmannina (C. martinezii); and clade IX (100%) corresponding to sect.
Calceolaria (C. chelidonioides and C. mandoniana).
Moderately supported clades include clade VII
(76%), consisting of all representatives from sect.
Anacyrta (C. glauca, C. comosa, C. rugulosa, and C. virgata), two species from sect. Lobatae (C. lobata, and C.
phaceliifolia), and one species from sect. Urticopsis (C.
bicrenata). The monotypic Porodittia is also nested with129
Andersson • Phylogeny of Calceolaria
in this clade. Clade X is also moderately supported
(75%) and includes all species of sect. Perfoliatae except
for the two in clade VIa. Clade VIc (74%) consists of
species from sects. Salicifoliae (C. fusca and C.
phaeotricha) and Symplocophylla (C. connatifolia).
Clade V through X together forms a moderately supported clade (82%).
Weakly supported clades include clade III (65%)
consisting of species from sects. Parvifoliae (C. myriophylla), Revolutae (C. rupestris), and Englerina (C. boliviana). Clade IV (62%) also comprises species from several sections: Lehmannina (C. oblonga), Parvifoliae (C.
sparsiflora), Urticopsis (C. flexuosa), and Polyclada (C.
vaccinioides and C. atahualpae). Clade VIII (63%) consists of species from sect. Urticopsis (C. penlandii, C.
maculata, and C. ballotifolia). Clade VI (68%) consists
of clades VIa, VIb, and VIc together with C. lavandulifolia (sect. Teucriifoliae) and C. pedunculata (sect.
Lehmannina). Clade II is present in strict consensus but
has no jacknife support at the 50% cut off level. It comprises one representative each of the sections Revolutae
(C. buchtieniana) and Englerina (the type species, C.
englerina).
Analysis III and IV. — Analysis III and IV included 85 species of Calceolaria, Porodittia traindra, and
three outgroup taxa (two species of Kohleria and one of
Jovellana). In analysis III only ITS data were used,
whereas analysis IV combined ITS and matK data. In the
ITS data set there were 730 characters in the matrix, of
which 223 (30.5%) were parsimony-informative. Of
these, 142 (19.0%) were informative with respect to the
ingroup. The combined ITS and matK alignment consist
of 1,583 sites of which 266 (16.8%) were parsimony
informative, 177 (11.2%) of these in Calceolaria and
Porodittia only. Both data sets also include eight additional parsimony-informative indel characters from the
ITS region. The heuristic search in analysis III resulted in
105,677 saved trees with a length of 733 steps. One arbitrarily chosen tree is presented in Fig. 3 (CI = 0.584, RI
= 0.751). The jacknife consensus tree from analysis IV
(Fig. 4) was largely consistent with the strict consensus
tree retrieved from analysis III.
The tree in Fig. 4 shows several polytomies. However, although their relationships are largely obscure, a
number of clades are supported in both analysis III and
IV.
Five clades are strongly supported in either, or both
of, Analysis III or Analysis IV. Clade VI (100% analysis
III/100% analysis IV) comprises two of three species in
sect. Micranthera (C. utricularioides and the type
species, C. dichotoma). The third species, C. pumila, was
not represented in the sample. The two sampled species
both occur north of Bolivia. Clade IX (100%/100%) corresponds to sect. Calceolaria (C. rivularis, C. tripartita,
130
55 (1) • February 2006: 125–137
5 changes
Kohleria spicata
Kohleria rugata
Jovellana violacea
C. filicaulis ssp. filicaulis
C. umbellata
C. germainii
C. uniflora
C. pennellii
C. biflora
C. polyrhiza
C. corymbosa ssp. montana
C. filicaulis ssp. luxurians
C. thyrsiflora
C. integrifolia
C. polifolia
C. plectranthifolia
C. tenella
C. tucumana
C. pinifolia
C. buchtieniana
C. parvifolia ssp. parvifolia
C. teucrioides
C. engleriana ssp. engleriana
C. polyclada
C. myriophylla
C. boliviana
C. cypripediiflora
C. rupestris
C. revoluta
C. oblonga
C. ericoides spp. ericoides
C. barbata
C. linearis
C. flexuosa ssp. flexuosa
C. vulpina
C. sparsiflora
C. inflexa
C. vaccinioides
C. atahualpae ssp. atahualpae
C. tetragona ssp. tetragona
C. moyobambae
C. gaultherioides
C. dentifolia
C. salicifolia ssp. salicifolia
C. pedunculata ssp. pedunculata
C. lehmannina
C. brachiata
C. nivalis ssp. nivalis
C. semiconnata
C. fusca
C. microbefaria ssp. fruticosa
C. connatifolia
C. phaeotricha
C. lavandulifolia
C. helianthemoides
C. purpurascens
C. dilatata
C. stricta
C. rosmarinifolia
C. gossypina
C. martinezii
C. spruceana
C. scabra
C. dichotoma
C. utricularioides
C. bicrenata
C. sericea
C. glauca
Porodittia triandra
C. variifolia
C. comosa ssp. comosa
C. lobata
C. phaceliifolia
C. rugulosa
C. virgata
C. maculata
C. ballotifolia
C. obtusa
C. lamiifolia
C. penlandii ssp. penlandii
C. tomentosa
C. lanata
C. calycina
C. pavonii
C. perfoliata
C. rivularis
C. tripartita
C. chelidonioides
C. mandoniana
Fig. 3. One of 105.677 most parsimonious trees (733
steps, CI = 0.5839, RI = 0.7506) resulting from analysis III
(ITS data) presented as a phylogram.
C. chelidonioides and C. mandoniana). Clade XII (91%/
89%) consists of two species from sect. Lehmannina (C.
pedunculata and the type species, C. lehmannina). Clade
XIV (99%/99%) corresponds to clade VIa in analysis II,
and clade XV (95%/94%) corresponds to clade VIb, with
the addition of C. gossypina (sect. Thamnobia). Clade
VIII (85%/92%) corresponds to clade V in analysis II,
but with the addition of the type species of sect.
Salicifoliae (C. salicifolia). Clade XIII (86%/92%) comprises two species of sect. Teucriifoliae (C. lavandulifolia and C. helianthemoides).
Seven clades are moderately supported. Clade III
(73%/77%) comprises all species of sect. Ericoides (C.
55 (1) • February 2006: 125–137
90/81
65/62
57/50
73/77
89/89
77/73
69/73
61/60
89/74
-/71
75/77
96/97
100/100
-/87
63/71
51/51
98/98
99/98
85/92
85/87
100/100
-/88
-/60
62/72
77/79
75/78
88/89
98/99
72/72
74/69
60/53
98/82
91/89
-/54
86/92
99/99
80/71
53/62
95/94
-/66
73/70
62/55
60/53
Set I
85/95
98/98
Outgroup
Set II
64/54
Kohleria spicata
Kohleria rugata
Jovellana violacea
C. filicaulis ssp. filicaulis (?)
C. umbellata (be)
C. germainii (?)
C. uniflora* (kr)
C. pennellii (be)
C. biflora (kr)
C. polyrhiza (?)
C. pinifolia* (in)
C. thyrsiflora (in)
C. integrifolia* (ru)
C. polifolia (ru)
C. plectranthifolia (ru)
C. tucumana (mi)
C. tenella (?)
C. corymbosa ssp. montana (co)
C. filicaulis ssp. luxurians (?)
C. myriophylla (pa)
C. buchtieniana (re)
C. parvifolia* ssp. parvifolia (pa)
C. teucrioides* (te)
C. oblonga (le)
C. engleriana* ssp. engleriana (en)
C. polyclada (po)
C. ericoides* spp. ericoides (er)
C. barbata (er)
C. linearis (er)
C. boliviana (en)
C. cypripediiflora (le)
C. rupestris (re)
C. revoluta* (re)
C. vulpina (le)
C. sparsiflora (pa)
C. flexuosa ssp. flexuosa (ur)
C. inflexa (po)
C. vaccinioides (po)
C. atahualpae ssp. atahualpae (po)
C. scabra (te)
C. dichotoma* (mi)
C. utricularioides (mi)
C. maculata (ur)
C. ballotifolia (ur)
C. obtusa (lo)
C. lamiifolia* (ur)
C. penlandii ssp. penlandii (ur)
C. tetragona ssp. tetragona (sa)
C. moyobambae (sa)
C. dentifolia (sa)
C. gaultherioides (sa)
C. salicifolia* ssp. salicifolia (sa)
C. rivularis (ca)
C. tripartita (ca)
C. chelidonioides (ca)
C. mandoniana (ca)
C. perfoliata* (pe)
C. tomentosa (pe)
C. lanata (pe)
C. calycina (pe)
C. pavonii (pe)
C. bicrenata (ur)
C. glauca (an)
Porodittia triandra
C. variifolia (an)
C. sericea (an)
C. comosa ssp. comosa (an)
C. rugulosa (an)
C. virgata* (an)
C. lobata* (lo)
C. phaceliifolia (lo)
C. pedunculata ssp. pedunculata (le)
C. lehmannina* (le)
C. stricta (sa)
C. brachiata* (po)
C. lavandulifolia (te)
C. helianthemoides (te)
C. purpurascens (pe)
C. dilatata (pe)
C. martinezii (le)
C. spruceana (th)
C. rosmarinifolia* (th)
C. gossypina (th)
C. nivalis ssp. nivalis (sa)
C. fusca (sa)
C. semiconnata (sy)
C. microbefaria ssp. fruticosa (sa)
C. connatifolia* (sy)
C. phaeotricha (sa)
Andersson • Phylogeny of Calceolaria
Clade III
Clade IV
Clade V
Clade VI
Clade VII
Clade VIII
Clade IX
Clade X
Clade XI
Clade XII
Clade XIII
Clade XIV
Clade XV
Clade XVI
Fig. 4. The jacknife consensus tree resulting from analysis IV (ITS and matK data). Values above branches indicate jacknife support (analysis III/analysis IV). The thickened branch indicates a dispersal event across the
Huancabamba deflection. Abbreviations within parenthesis indicate section (sensu Molau 1988), (an) Anacyrta,
(be) Bellidifoliae, (ca) Calceolaria, (co) Corymbosae, (en)
Englerina, (er) Ericoides, (in) Integerrimae, (kr)
Kremastocheilos, (le) Lehmannina, (lo) Lobatae, (mi)
Micranthera, (pa) Parvifoliae, (pe) Perfoliatae, (po)
Polyclada, (re) Revolutae, (ru) Rugosae, (sa) Salicifoliae,
(sy) Symplocophylla, (te) Teucriifoliae, (th) Thamnobia,
(ur) Urticopsis. Question-marks indicate that the species
were not treated by Molau (1988). Species that include a
type of a section are marked by an asterisk.
(C. vulpina), and Parvifolia (C. sparsiflora). It contains
a moderately supported (75%/77%) subclade comprising
representatives from sect. Polyclada (C. inflexa, C. vaccinioides, and C. atahualpae). Clade X (75%/78%) corresponds to clade X in analysis II and comprises a majority of the species in sect. Parvifoliae (C. tomentosa, C.
lanata, C. calycina, C. pavonii, and the type species, C.
perfoliata). Clade XI (72%/72%) essentially equals clade
VII in analysis II with two more species from sect.
Anacyrta (C. sericea and C. variifolia). Clade XVI
(73%/70%) comprises species from sect. Salicifoliae (C.
nivalis, C. fusca, C. microbefaria, and C. phaeotricha)
and Symplocophylla (C. semiconnata and the type
species, C. connatifolia). The clades XIII through XVI
form a moderately (80%/71%) supported group, in which
they appear in a polytomy together with the species C.
stricta (sect. Salicifolia) and C. brachiata (type species
for sect. Polyclada).
Three clades are weakly supported. Clade VII
(63%/71%) includes four species of sect. Urticopsis (C.
maculata, C. ballotifolia, C. penlandii, and the type
species, C. lamiifolia). Nested among these is one
species of sect. Lobatae (C. obtusa). A cluster of moderately to strongly supported clades (XII through XVI)
appears as a more inclusive one, but with negligible support (-/54%). Clades VI through XVI are similarly united (62%/72%) together with the species C. scabra (sect.
Teucriifoliae).
The branches of the basal polytomy (Set I) in Fig. 4
are all from temperate regions (sects. Bellidifoliae and
Kremastocheilos). The main body of species are separated with weak support (61%/60%), while other temperate
representatives (Set II) form an extensive polytomy
together with neotropical representatives. These temperate taxa include representatives from sect. Integerrimae
(C. thyrsiflora and the type species, C. pinifolia),
Rugosae (C. plectranthifolia, C. polifolia, and the type
species, C. integrifolia), Micranthera (C. tucumana), and
Corymbosae (C. corymbosa). The species C. filicaulis,
C. germainii, C. polyrhiza, and C. tenella were not treated by Molau (1988) and therefore have no sectional affiliation in his classification.
DISCUSSION
barbata, C. linearis, and the type species C. ericoides). It
is attached to an extensive polytomy together with four
other clades and many unresolved species. Clade IV
(77%/73%) includes representatives of sect. Englerina
(C. boliviana), Lehmannina (C. cypripediiflora) and
Revolutae (C. rupestris and the type species, C. revoluta). Clade V (89%/74%) includes representatives from
different sections: Urticopsis (C. flexuosa), Lehmannina
The nuclear ITS region, consisting of two non-coding spacers with the 5.8 S gene in between, differs in
location and function from the coding plastid maturase K
(matK) exon. The ITS region has been widely used in
plant and fungal systematics providing information for
phylogenetic studies at generic as well as species level
because of its rapid evolution (Alvarez & Wendel, 2003).
The matK gene, on the other hand, has only recently been
131
Andersson • Phylogeny of Calceolaria
used in plant systematics (Johnson & Soltis, 1995; Sang
& al., 1997; Li & al., 1999; Soltis & al., 2001; Li &
Huang, 2002). It has been shown to have an evolution
rate about three times that of rbcL (Plunkett & al., 1997)
and thus has the potential to provide information where
more slowly evolving coding genes such as rbcL and
atpB fail to do so.
The proportion of variable sites in ITS in
Calceolaria is low (19.0%) compared to groups at similar taxonomic level, (e.g., 43.2% in Tropaeolaceae;
Andersson & Andersson, 2000). The amount of variation
in matK in Calceolariaceae is much smaller than in ITS,
providing only 4.2% parsimony-informative characters
in the most variable portion chosen for this study.
Nevertheless, the information from matK appears useful
at a level different from that where ITS information is
most helpful, strengthening support mainly at basal
nodes. The overall agreement between the tree topologies obtained from analysis III and IV data, respectively,
indicates that there are no major conflicts among data
sets, even though support in analysis IV is probably
affected by the large amount of missing matK data. When
analysed together, ITS and matK jointly provide more
information than any of them does separately. The low
divergences in the rbcL, matK and in particularly ITS
sequences seem to support the idea of recent diversification of the group. This is illustrated by the short branches in the phylogram (Fig. 3).
Position of Calceolariaceae in Lamiales. —
Analysis I and II strongly support that Calceolariaceae
are monophyletic, comprising the three genera
Calceolaria, Porodittia, and Jovellana. The traditional
association of the group with Scrophulariaceae finds no
support in this study. Instead, it suggests a placement as
sister group of the Gesneriaceae, but only with moderate
support (75%). The placement of Calceolariaceae in
Lamiales (Analysis I) is in agreement with results from
analyses of Lamiales using ndhF and rbcL data
(Oxelman & al., 1999), and 18S rDNA, rbcL, ndhF, and
atpB data (Albach & al., 2001). However, the support for
placing Calceolariaceae as sister group to Gesneriaceae
(75%) is higher than that for the alternative placement
inferred by Olmstead & al. (2001). Their results separated Calceolariaceae and Gesneriaceae in succession in the
tree with weak bootstrap support (53%), placing
Gesneriaceae more distal than Calceolariaceae.
Infrageneric relationship in Calceolaria. —
Sampling of Calceolaria was not comprehensive, covering only 85 of the 250+ species (≈30%), but considerable
effort was made to include as many sections as possible
with the number of sampled species kept proportional to
the size of the sections. Many strongly to moderately
supported clades were identified, but relationships
among them remain largely unresolved. All sections
132
55 (1) • February 2006: 125–137
mentioned below refer to Fig. 4 if nothing else is noted.
The sections of Calceolaria sensu Molau (1988)
were largely delimited on basis of characters derived
from growth habit and leaf morphology, while species
were primarily delimited by well-defined traits in floral
and seed morphology. Thus, the species, often narrow
endemics, are easily recognised, but sections are in many
cases difficult to demarcate. As previously alluded to,
Molau (1988) also remarked that morphological parallelisms are probably common in the genus. A somewhat
different light is shed on this assertion by the present
results, which indicate that several of Molau’s sections
are polyphyletic. Nonetheless, it is also true that some
sections are clearly monophyletic. Some groups suggested by the present analyses are difficult to characterise
morphologically, showing a wide range of variation. This
calls for a thorough re-examination and evaluation of
morphological characters in the light of phylogeny. The
below discussion is a first step towards a new understanding of infrageneric relationships in Calceolaria.
The species sets marked as “Set I” and “Set II” in
Fig. 4 include all the sampled temperate species, some of
which may reach southernmost Bolivia. However, note
that Set I and Set II are strictly artificial groupings,
labelled only for aiding the discussion. The species of Set
I seem to constitute a paraphyletic grade basal to other
species of Calceolaria, but the node setting them off is
weakly supported (61%/60%) in analysis III and IV. In
analysis II, some species of Set I form a strongly supported monophyletic group that constitutes the sister
group of the remainder of the genus Calceolaria. This
group is part of Set I in Analyses III and IV, but with substantially lower support. This decrease in support could
to be related to the fact that more species are added in
Analysis III and IV and that these species are not represented by matK data.
Opinions differed between Molau (1988) and
Ehrhart (1997) as to which representatives of Calceolaria constitute the most ancestral members of the genus.
The results obtained in this study do not unequivocaly
answer this question, considering the low support values
for basal branches taxa in the larger analyses. There is no
evidence to support the assertion that the temperate
species form monophyletic groups, and thus no support
for recognising them as subgenera or sections. There also
is no support for treating the sections Tenella or
Kremastocheilos (sensu Ehrhart, 2000) as distinct, nor
for the sections in subgenera Rosula and Cheiloncos
(sensu Molau, 1988) because all groups are distinctly
non-monophyletic. There is, however, some structure
that supports suggestions about evolution of morphological traits. Most species of Set I (Fig. 4) seem to have a
tendency towards more rosulate growth habit and an
upper corolla lip shorter than one third of the lower lip,
55 (1) • February 2006: 125–137
Andersson • Phylogeny of Calceolaria
Fig. 5. Flower photographs of Calceolaria (A–D), Jovellana (E), and Porodittia (F). A, Overview of a Calceolaria flower,
forced open; B, cross-section of Calceolaria flower showing the saccate lobes. Note how the stigma and stamens does
not protrude from the corolla; C, stamens of Calceolaria species with corolla removed. D, dry septicidal Calceolaria
capsule with two locules, and a number of scattered seeds. E, inflorescense of Jovella violacea; F, flower of Porodittia.
Note the third, partially concealed, stamen behind the stigma. Photos A–D by Stephan Andersson. Photo E by Richard
Gautier. Photo F by Alexander Schmidt-Lebuhn.
133
Andersson • Phylogeny of Calceolaria
while most representatives of Set II seem to have a tendency towards being more none-rosulate species with an
upper corolla lip longer than one third of the lower lip.
More extensive studies are called for in order to test if
this is a true trend or not.
Some of Molau’s sections appear to be monophyletic. The one that is most strongly supported is sect.
Calceolaria (clade IX), a group recognised by Bentham
(1846) as sect. Aposecos. This clade is characterised by
its weedy growth, its preference for moist or wet habitats, and tetraploid karyotype (2n = 32). It includes the
most widespread species in the genus (C. tripartita, C.
mexicana, and C. chelidonioides), all ranging from
southern Mexico or Central America to southern Peru or
Bolivia. Members of the section are often found along
roadsides and in ditches, rendering them easily accessible and often collected. The specialisation of the group is
also hinted in the phylogram (Fig. 3) where it is the only
clade to be attached to a conspicuously long branch. The
section Ericoides is also monophyletic (clade III), represented by all known species. They are easily recognised
as shrubs or subshrubs with short, needle-like leaves and
are confined to jalca and páramo vegetation in Ecuador
and northern Peru.
The species of section Salicifoliae appear in two
clades, VIII and XVI, with the former one comprising
only such species. The members of this group (Clade
VIII) are easily distinguished by their large, dentate
leaves, and large flowers. This group was believed by
Molau (1988) to be a distinct evolutionary lineage in the
section, and his hypothesis is well corroborated here. The
Salicifoliae species in clade XVI were also believed to
constitute a separate lineage in the section, restricted to
the northern region, but in these analyses they are joined
by two species from sect. Symplocophylla. Molau
believed there to be a close connection between sect.
Salicifoliae and sect. Symplocophylla, but he treated
them separately.
Like those of sect. Salicifoliae, species of sect.
Perfoliatae appear in two separate clades (X and XIV).
Although they are virtually identical in morphology,
these clades are separated geographically; clade X occurs
in the middle region and clade XIV in the northern. It is
remarkable but indisputable that their distinctive morphology, with very broadly winged petioles connate
across the nodes, has actually evolved twice. Winged
petioles are, however, not unique to these clades. Though
less conspicuous, connate winged petioles are present in
several different representatives of the genus. The character state found in the Perfoliatae hence seems to be an
extreme elaboration of a more widely distributed trait.
Section Micranthera is another example of a section
splitting into its geographical components. It was referred by Molau (1988) to the temperate subgenus Chei134
55 (1) • February 2006: 125–137
loncos, although it features three species (C. utricularioides, C. pumila, and C. dichotoma) occurring in the
middle region and only one (C. tucumana) in the southern temperate region. In the present analyses, the two
sampled species from the middle region form a strongly
supported group that is placed together with other species from this region, whereas the single temperate species does not group with these. A splitting of sect. Micranthera according to geographical range is thus indicated.
Other clades correspond roughly to the sections of
Molau (1988), although some emendations are suggested. Clade VII is made up of a majority of species from
section Urticopsis (including the type), but one representative from sect. Lobatae occurs here as well. Clade XI
comprises all species of the section Anacyrta (including
the type), but species of sect. Urticopsis and Lobatae
(including the type) are also nested within this clade, as
is the genus Porodittia. Clade XV consists of all representatives of sect. Thamnobia (including the type)
together with one species of sect. Lehmannina.
The subspecies of Calceolaria filicaulis. —
The two subspecies of C. filicaulis do not seem closely
related in this study. There are however, doubts on the
separation of C. filicaulis from closely related species
from the Mamuil Malal area in Chile and adjacent
Argentina (Ehrhart, pers. comm.). The present phylogeny
emphasises the need for further revision of the C. filicaulis species complex.
Position of Porodittia. — Surprisingly, the
monotypic genus Porodittia is deeply nested inside
Calceolaria, together with representatives from sects.
Anacyrta and Lobatae (Clade XI). The relationship with
Calceolaria is strongly supported, in spite of the fact that
Porodittia is divergent from the rest of Calceolaria in
number of stamens (3) and corolla shape (open, more
bell-shaped, with a bilobate upper lip), Fig. 5F. However,
within Calceolariae the possession of three stamens is
not unique to this species. Molau (1988) reported that
some species of Calceolaria occasionally have three stamens, although this seems to be an aberration in the
species concerned. Based on the present results, the
genus Porodittia can no longer be recognised as a separate genus. As a species of Calceolaria, its correct name
is Calceolaria triandra (Cavanilles) Vahl.
The importance of the Huancabamba deflection. — Molau (1988) stressed the importance of the
Huancabamba deflection in northern Peru as a dispersal
barrier. He showed that the highest numbers of species
and endemics of Calceolaria are found in close proximity to the Huancabamba deflection, making this region
and the northern part of the middle Andes the centre of
species richness for the genus. The present results strongly corroborate the barrier hypothesis. Although the rele-
55 (1) • February 2006: 125–137
vant node is weakly supported (54%) in analysis IV (Fig.
4), the tree indicates a single dispersal event across the
deflection. In addition, the tree from analysis II is also
consistent with a single dispersal event, and with slightly higher support (68%). Even if evidence for a single
dispersal event is weak, the two clades (XII, and XIII
through XVI) occurring exclusively north of the
Huancabamba deflection are well supported, thus allowing, at most, two separate dispersal events.
From a morphological point of view, however, it is
not obvious how to distinguish representatives in the
northern region from representatives in the middle
region.
Conclusions. — The phylogenetic hypotheses
resulting from the analyses do not provide sufficient data
on which to base a complete revision of the sectional
classification proposed by Molau (1988). However, they
highlight the difficulties in using morphology for inference of relationships among the species and circumscription of the sections. Many of the sections of Molau
(1988) are demonstrably artificial and should be viewed
as an aid for identification rather than expressing phylogenetic relationships.
The distinctness of Calceolariaceae from Scrophulariaceae is supported by the results. Based on the present phylogeny it may be justifiable to include Calceolariaceae in a larger family Gesneriaceae. However,
considering that this study was based on a single gene
whereas that of Olmstead & al. (2001) was based on
three genes, calls for cautious conclusions. Further and
more extensive studies are needed on this subject.
The present results call for a more thorough taxon
sampling, primarily of southern temperate representatives of the genus, to resolve the relationships between
the temperate and neotropical species. While the data
support the idea that temperate distribution is ancestral in
the genus, it does not provide enough resolution or support to draw conclusion on character evolution and geographical migration.
ACKNOWLEDGEMENTS
This research has been supported by grants from Helge
Ax:son Johnson’s Stiftelse and Stiftelsen Längmanska kulturfonden. I wish to thank Ulf Molau, Henrik Nilsson, Roger
Eriksson, and Claes Persson, for support and suggestions on the
research, and Vivian Aldén for skill in the laboratory work. I also
want to express my gratitude to Alexander Schmidt-Lebuhn for
providing me with invaluable material for this study, and Olof
Ryding for help and support at the Copenhagen Herbarium.
Personal thanks to Josefine Norman, and Mattias Lindholm. This
article is in memoriam of Prof. Lennart Andersson at Göteborg
University.
Andersson • Phylogeny of Calceolaria
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Andersson • Phylogeny of Calceolaria
Appendix. List of accessions. Voucher information, origin, and GenBank accession numbers are given for all species
included in this study. Sequences downloaded from GenBank are labelled with GenBank as origin.
Species, origin, voucher, ITS acc. no, matK acc. no.
Ajuga decumbens Thunb., GenBank, -, -, AF315299; Antirrhinum majus L., GenBank, -, -, AF375189; Calceolaria atahualpae Kränzl. ssp.
atahualpae, Bolivia, Ayopaya, Beck & Seidel 14454 (GB), AJ579420, AJ579813; C. ballotifolia Kränzl., Peru, Amazonas, Schmidt-Lebuhn 474
(GB), AJ579434, AJ579812; C. barbata Molau, Peru, Hualgayoc, Molau & Eriksen 3362 (GB), AJ579409, -; C. bicrenata R. & P., Peru,
Cajamarca, Becker & Terrones 995 (GB), AJ579422, AJ580491; C. biflora Lam., Argentina, Chubut, Hjerting & al. 75-152 (C), AJ579390, –;
C. boliviana (Rusby) Pennell, Bolivia, La Paz, Schmidt-Lebuhn 593 (GB), AJ579404, AJ579815; C. brachiata Sodiro ex Kränzl., Ecuador,
Cotopaxi, Steiner 234 (GB), AJ579462, -; C. buchtieniana Kränzl., Bolivia, Murillo, Moraes 686 (GB), AJ579411, AJ579816; C. calycina
Benth., Peru, Amazonas, Schmidt-Lebuhn 481 (GB), AJ579444, AJ579802; C. chelidonioides HBK, Peru, Huánuco, Schmidt-Lebuhn 527
(GB), AJ579441, AJ579796; C. comosa Pennell ssp. comosa, Peru, Amazonas, Schmidt-Lebuhn 482 (GB), AJ579427, AJ579803; C. connatifolia Pennell, Peru, Amazonas, Schmidt-Lebuhn 473 (GB), AJ579469, AJ579823; C. corymbosa Ruiz & Pav. ssp. montana, Bolivia, Mendoza,
Böcher & al. 1322 (C), AJ579393, -; C. cypripediiflora Kränzl., Peru, Cuzco, Molau 752 (GB), AJ579405, -; C. dentifolia Edwin, Peru,
Amazonas, Schmidt-Lebuhn 477 (GB), AJ579450, AJ579794; C. dichotoma Lam., Ecuador, Loja, Harling & Andersson 18585 (GB),
AJ579437, -; C. dilatata Benth., Ecuador, Cotopaxi, Løjtnant & Molau 13950 (GB), AJ579464, AJ580492; C. engleriana Kränzl. ssp. engleriana, Peru, Cuzco, Molau & Öhman 1602 (GB), AJ579401, AJ579817; C. ericoides Vahl ssp. ericoides, Ecuador, Pichincha, Molau & Öhman
1138 (GB), AJ579408, AJ579825; C. filicaulis Clos. ssp. filicaulis, Argentina, Neuquén, Böcher & al. 1811 (C), AJ579386, -; C. filicaulis Clos.
ssp. luxurians (Witasek), Chile, Metropolitana, Rahn & Ødum 4790 (C), AJ579394, -; C. flexuosa R. & P. ssp. flexuosa, cultivated, C, Molau
s.n., AJ579415, AJ579793; C. fusca Pennell, Ecuador, Loja, Øllgaard & al. 74155 (GB), AJ579466, AJ579824; C. gaultherioides Molau, Peru,
Amazonas, Molau & Eriksen 3410 (GB), AJ579451, AJ579798; C. germanii W.t., Argentina, Neuquén, Böcher & al. 1579 (C), AJ579387, -;
C. glauca R. & P., Peru, Ancash, Schmidt-Lebuhn 519 (GB), AJ579423, AJ579805; C. gossypina Benth., Ecuador, Salasaca, Franquemont
180A (GB), AJ579459, -; C. helianthemoides HBK, Ecuador, Loja, Elleman 91661 (GB), AJ579461, -; C. inflexa R. & P., Peru, Huánuco,
Molau 777 (GB), AJ579418, -; C. integrifolia Murr. in L.., Chile, Santiago, Steward 34 (C), AJ579396, -; C. lamiifolia HBK, Ecuador, Carchi,
Schmidt-Lebuhn 360 (GB), AJ579435, -; C. lanata HBK, Cultivated, GBG, S. Andersson 3 (GB), AJ579447, AJ579826; C. lavandulifolia HBK,
Ecuador, Azuay, Harling 27232 (GB), AJ579460, AJ579818; C. lehmannina Kränzl., Ecuador, Carchi, Løjtnant & al. 12589 (GB), AJ579454,
-; C. linearis R. & P., Peru, Yungay, Molau & Eriksen 3481 (GB), AJ579410, -; C. lobata Cav., Bolivia, La Paz, Luteyn & Dorr 13783 (GB),
AJ579428, AJ579791; C. maculata Edwin, Peru, Cajamarca, Molau 891 (GB), AJ579433, AJ579810; C. mandoniana Kränzl., Bolivia, La Paz,
Schmidt-Lebuhn 596 (GB), AJ579442, AJ579808; C. martinezii Kränzl., Ecuador, Tungurahua, Schmidt-Lebuhn 392 (GB), AJ579456,
AJ579800; C. microbefaria Kränzl. ssp. fruticosa (Pennell) Molau, Ecuador, Pichincha, Holm-Nielsen & Øllgaard 24344 (GB), AJ579468, -;
C. moyobambae Kränzl., Peru, Amazonas, Schmidt-Lebuhn 478 (GB), AJ579449, AJ579827; C. myriophylla Kränzl., Peru, Cusco, SchmidtLebuhn 588 (GB), AJ579403, AJ579828; C. nivalis HBK ssp. nivalis, Ecuador, Loja, Harling 25373 (GB), AJ579465, -; C. oblonga R. & P.,
Peru, Oxapampa, Schmidt-Lebuhn 552 (GB), AJ579414, AJ579821; C. obtusa Molau, Ecuador, Azuay, Harling & al. 15074 (GB), AJ579432,
-; C. parvifolia Wedd., Bolivia, La Paz, Gutte 86 (GB), AJ579412, -; C. pavonii Benth., Peru, Amazonas, Schmidt-Lebuhn 459 (GB), AJ579445,
AJ579814; C. pedunculata Molau ssp. pedunculata, Ecuador, Pichincha, Schmidt-Lebuhn 355 (GB), AJ579453, AJ579809; C. penlandii
Pennell ssp. penlandii, Ecuador, Napo, Molau & Eriksen 2173 (GB), AJ579436, AJ579807; C. pennellii, cultivated, GBG, S. Andersson 1 (GB),
AJ579389, AJ580488; C. pefoliata L.f., Ecuador, Napo, Løjtnant & Molau 12857 (GB), AJ579443, AJ579797; C. phaceliifolia Edwin, Peru,
Ancash, Schmidt-Lebuhn 501 (GB), AJ579429, AJ579831; C. phaeotricha Molau, Ecuador, Morona, Molau & al. 2929 (GB), AJ579470,
AJ579830; C. pinifolia CAV., Argentina, San Juan, Pedersen 15255 (C), AJ579392, -; C. plectranthifolia Walp., Cultivated, GBG, Molau s.n.
(GB), AJ579398, -; C. polifolia Hook., Chile, Santiago, Steward 32 (C), AJ579397, -; C. polyclada Kränzl., Bolivia, Tarija, Killeen 2712,
AJ579402, -; C. polyrhiza, Cultivated, GBG, Molau s.n. (GB), AJ579391, AJ579822; C. purpurascens (Kränzl.) Molau, Ecuador, Pichincha,
Molau & al. 2441 (GB), AJ579463, AJ579792; C. revoluta Pennell, Peru, Cuzco, Molau 760 (GB), AJ579407, -; C. rivularis Kränzl., Bolivia,
Ayopaya, Beck & Seidel 14535 (GB), AJ579440, -; C. rosmarinifolia Lam., Ecuador, Azuay, Harling & Ståhl 27035a (GB), AJ579457,
AJ579804; C. rugulosa Edwin, Peru, Piura, Schmidt-Lebuhn 409 (GB), AJ579430, AJ579795; C. rupestris Molau, Peru, Tayacaja, SchmidtLebuhn 560 (GB), AJ579406, AJ579811; C. salicifolia R. & P. ssp. salicifolia, Peru, Huánuco, Molau 825 (GB), AJ579452, -; C. scabra R. &
P., Peru, Junin, Molau 802 (GB), AJ579421, -; C. semiconnata Pennell, Ecuador, Loja, Harling & Andersson 22050 (GB), AJ579467, -; C.
sericea Pennell, Ecuador, Pichincha, Schmidt-Lebuhn 334 (GB), AJ579426, -; C. sparsiflora Kuntze, Bolivia, Murillo, Beck 3019 (GB),
AJ579417, AJ579829; C. spruceana Kränzl., Ecuador, Tungurahua, Schmidt-Lebuhn 390 (GB), AJ579458, AJ579799; C. stricta HBK,
Ecuador, Loja, Harling & Andersson 14086 (GB), AJ579455, -; C. tenella Poepp & Randl, Chile, Ozorno, Rahn 4659 (C), AJ579400, -; C. teucrioides Griseb., Bolivia, Tarija, Molau 710 (GBG), AJ579413, -; C. tetragona Benth. ssp. tetragona, Peru, Amazonas, Schmidt-Lebuhn 471
(GB), AJ579448, AJ579801; C. thyrsiflora Grah., Chile, Santiago, Steward 23 (C), AJ579395, -; C. tomentosa R. & P., Peru, Amazonas,
Schmidt-Lebuhn 420 (GB), AJ579446, AJ579820; C. tripartita R. & P., Ecuador, Loja, Jørgensen & al. 5 (GB), AJ579439, -; C. tucumana
Descole, Bolivia, Mendoza, Molau 708 (GB), AJ579399, AJ579806; C. umbellata Weddell, Argentina, Tutumán, Bothmer & Hjerting 6341
(C), AJ579384, -; C. uniflora Lam., Cultivated, GBG, S. Andersson 2 (GB), AJ579388, AJ580489; C. utricularioides Benth., Peru, Cajamarca,
Molau & al. 1800(I) (GB), AJ579438, -; C. vaccinioides Kränzl., Bolivia, La Paz, Luteyn & Dorr 13485 (GB), AJ579419, AJ580490; C. variifolia Edwin, Ecuador, Loja, Schmidt-Lebuhn 405 (GB), AJ579425, -; C. virgata R. & P., Peru, Amazonas, Schmidt-Lebuhn 483 (GB),
AJ579431, AJ579819; C. vulpina Kränzl., Peru, Hacienda Huari, Lourteig 3138 (GB), AJ579416, -; Jasminum fluminense Vell., GenBank, -,
-, AJ388202, AJ388272; Jovellana violacea (Cav.) G. Don, Cultivated, GBG, S. Andersson 4 (GB), AJ579385, AJ580487; Kohleria spicata
(Kunth) Oerst., Cultivated, GBG, S. Andersson 5 (GB), AJ579471, AJ580486; K. rugata (Scheidw.) L.P. Kvist & L.E. Skog, Genbank, Zimmer
& al., AY047075, -; Myoporum acuminatum R. Br., GenBank, -, -, AJ429347; Olea europaea L., GenBank, Erixon & Bremer 34 (UPS), -,
AJ429335; Orobanche uniflora L., GenBank, -, -, AF051996; Pedicularis sylvatica L., GenBank, -, -, AF489959; Peltanthera floribunda
Benth., GenBank, Hammel 19855 (MO), -, AJ429330; Polypremum procumbens L., GenBank, Struwe 1000 (UPS), -, AJ429351; Porodittia
triandra (Cav.) G. Don, Peru, Ancash, Molau & Eriksen 3486 (GB), AJ579424, AJ579832; Scrophularia arguta Sol. ex Aiton, GenBank, -, -,
AJ429349; Sesamum indicum L., GenBank, Erixon & Bremer 43 (UPS), -, AJ429340; Streptocarpus caulescens Vatke, GenBank, -, -,
AJ429331; Tetrachondra patagonica Skottsb., GenBank, Martinsson & Swenson 314 (UPS), -, AJ429352; Verbena hybrida Groenl. &
Rumpler, GenBank, -, -, AF315302; Veronica arvensis L., GenBank, -, -, AF052003.
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