Cladistics 16, 283 –297 (2000)
doi:10.1006/clad.2000.0133, available online at http://www.idealibrary.com on
A Cladistic Analysis of the New World Species of
Lotus L. (Fabaceae, Loteae)
Ana M. Arambarri 1
´
´
´
Area de Botanica, Departamento de Biologıa y Ecologıa, Facultad de Ciencias Agrarias y Forestales,
Universidad Nacional de La Plata, C. C. 31-1900 La Plata, Argentina
Accepted January 15, 2000
The genus Lotus L. is a monophyletic group diagnosed
by the possession of a standard claw with thickened
infolded margin, stamens diadelphous, and the style
hardened from the base. It comprises approximately 200
species distributed throughout the world. A cladistic
analysis of the New World species was performed using
39 morphological and anatomical characters (29 from
seed morphology and anatomy, 1 from plant habit, 1 from
leaf morphology, 6 from flower morphology, and 2 from
fruit morphology). Dorycnium, Edentolotus, Krokeria, and
Pedrosia, of the Old World, and 28 species of the New
World were considered terminal taxa. Tetragonolobus
Scop. was chosen to root the cladograms and Dorycnium
Mill. to reroot them. With Tetragonolobus the analysis
yielded 15 equally parsimonious trees, each with a length
of 74 steps, a consistency index of 0.62, and a retention
index of 0.89. The 15 initial trees and the strict consensus
tree defined 12 monophyletic groups. All terminal taxa
form a monophyletic group diagnosed by the presence
of a radicular lobe discernible to conspicuous (character
10); rim aril thick (character 13); stipules absent (character 31); and style simple and nondilated (character 36).
The New World species form a monophyletic group on
the basis of the seed relationship of length to width in
hilar view 1.5:1 to 2:1 (character 5); micropyle lineardeltoid to bifurcate (character 19); and keel erostrate
(character 33). Identical monophyletic groups were
obtained when Dorycnium was used as root. These results
are discussed in the context of data on cytology and
morphology. q 2000 The Willi Hennig Society
INTRODUCTION
The genus Lotus L. contains 183–188 species following Polhill’s (1981) circumscription. The Old World
species (ca. 145 species) are found growing around the
Mediterranean, up to the Arctic, and down the Nile
through Ethiopia and East Africa to South Africa, Asia,
and Japan. Only 2 species (L. australis Andr. and L.
cruentus Court.) are endemic to Australia. The New
World species (ca. 40) have a wide distribution along
the Pacific coast, extending from British Columbia to
Mexico and Southern California, reaching [L. unifoliolatus (Hook.) Benth.] the eastern United States. Only 1
native species (L. subpinnatus Lag.) has been cited for
Chile in South America.
Since it was created by Linnaeus (1753, 1754), the
generic delimitations of Lotus have been changed
throughout the years by different authors. When the
knowledge about the genus Lotus had grown with the
1
E-mail: amaramba@isis.unlp.edu.ar
0748-3007/00 $35.00
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All rights of reproduction in any form reserved
283
284
Ana M. Arambarri
discovery of new species, botanists narrowed the Linnean conception of the genus and created a bewildering array of conflicting new genera, subgenera, sections, or species groups (Kirkbride, 1994). Table 1
summarizes the infrageneric divisions of the Old
World species of Lotus according to different authors.
Considerable disagreement has also existed among
systematists about whether the New World species
should be included in Lotus or kept in the genus Hosackia Dougl. ex Benth. As a result, the New World
species have been classified under both genera (Table
2). Ottley (1923), in a monograph of the California Loti,
joined the Old and New World species into the genus
Lotus, since she considered these two groups not separable by any one character, or a combination of characters, including the diagnostic characters of the inflorescence, flowers, or fruit. She divided the New World
species of Lotus into three subgenera, namely, Hosackia,
Acmispon, and Syrmatium, based principally on characters of leaves and legume. Latter, Ottley (1944) separated the species belonging to Acmispon into the sections Microlotus and Simpeteria on the basis of the style
characters. Callen (1959) included Hosackia (New
World) and Tetragonolobus (Old World) in the genus
Lotus. He subdivided the genus Lotus into four subgenera, Deflectostylus, Edentolotus, Pedrosia, and Tetragonolobus, on the basis of the angle of attachment of the
style to the ovary. He placed the species belonging to
Hosackia and Syrmatium [from Ottley’s (1923) classification] into the subgenus Edentolotus [from Brand’s
(1898) classification] and the species belonging to Acmispon [from Ottley’s (1923, 1944) classification] into
the subgenus Deflectostylus. Polhill (1981), adopted the
broad generic concept of Linnaeus and placed all of
the segregated genera back into Lotus. In 1994, Polhill
(1994a) resegregated some genera, e.g., Dorycnium.
Although some hypotheses of relationships between
subgenera and species have been postulated (Ottley,
1923, 1924; Gillet, 1958; Callen, 1959; Larsen and Zertova, 1965; Grant and Zandstra, 1967; Heyn, 1966, 1970;
Heyn and Herrnstadt, 1967; Zandstra and Grant, 1968;
Ortega, 1979; Crompton and Grant, 1993), their genealogical relationships are still unclear.
The objectives of this paper are as follows:(1) to perform a cladistic analysis of the New World species of
Lotus (subgenera Hosackia, Syrmatium and Acmispon,
sensu Ottley) and (2) to analyze genealogical relationships among New and Old World species groups of
the genus.
TABLE 1
Infrageneric Division of the Old World Species of Lotus L.
Reference
Seringe (1828)
Bentham and Hooker
(1865)
Taubert (1894)
Brand (1898)
Kupriyanova (1959)
Gillet (1958)
Ball (1968)
MATERIALS AND METHODS
Subgenera and sections
Sect. Eulotus Ser.; Krokeria Ser.; Lotea Ser.
Sect. Eulotus Ser.; Krokeria Ser.; Lotea
Ser.; Microlotus Benth.; Ononidium
Boiss.
Sect. Eulotus Ser.; Krokeria Ser.; Lotea
Ser.; Ononidium Boiss.;
Tetragonolobus (Scop.) Taubert
Subgen. Pedrosia (Lowe) Brand
Sect. Heinekenia (Webb) Brand;
Eupedrosia Brand
Subgen. Edentolotus Brand
Sect. Krokeria Moench.; Xantholotus
Brand; Erythrolotus Brand;
Ononidium Boiss.; Quadrifolium
Brand
Sect. Lotea Ser.; Strictella Kupr.;
Eulotus Ser.
Subgen. Pedrosia (Lowe) Brand; Lotus;
Canaria (Rikli) Gillet
Sect. Lotus; Krokeria (Moench.) Willk.;
Erythrolotus Brand; Lotea
(Medicus) Willk.; Pedrosia (Lowe)
Brand
Copyright q 2000 by The Willi Hennig Society
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The terminal taxa in this study were as follows: (1)
Dorycnium species group (5–10 species); (2) Edentolotus
species group (ca. 100 species); (3) Krokeria (1 species);
(4) Pedrosia species group (ca. 24 species); and 28 species of the New World (Appendix 1). Table 3 lists these
taxa, their acronyms, and their geographical distributions. Data from 39 characters were used, 10 of which
are conventional morphological characters and 29 of
which are derived from seed features. The morphological characters included both vegetative and reproductive characters and were derived from the literature
(Ball, 1968; Burkart, 1952; Burkart et al., 1972; Callen,
1959; Isely, 1981; Ottley, 1923, 1944; Ross-Craig, 1954)
and from specimens deposited in the herbarium
(LPAG, acronym according to Holmgren et al., 1990).
The morphological and anatomical characters of seeds
were obtained from personal research, both published
and unpublished (Arambarri, 1988, 1989, 1990, 1994,
285
Cladistics of Lotus
TABLE 2
Infrageneric Division of the New World Species of Lotus under the Genera Hosackia Dougl. ex Benth. (1829) and Lotus L. (1753)
Genera, subgenera, and sections
Reference
Bentham (1837)
Bentham and Hooker (1865)
Torrey and Gray (1838)
Gray (1863); Wattson (1876); Taubert (1864)
Genus Hosackia
(11 species)
(25 species)
Sect. Euhosackia Benth.
Microlotus Benth.
Psychopsis Nutt.
Syrmatium Vog.
Sect. Euhosackia Benth.
Microlotus Benth.
Syrmatium Vog.
Greene (1890)
Ottley (1923, 1944)
Abrams (1944)
Callen (1959)
1999). Table 4 shows the characters and character states
used in this analysis.
Tetragonolobus Scop. and Dorycnium Mill. were chosen to root the cladograms. The Tetragonolobus species
group (ca. 5 species) is diagnosed by the legume (pod)
almost quadrangular in transverse section, with sutures winged or prominent to carinate (Ball, 1968; Isely,
1981), and the style dilated near the tip. In addition,
Grant and Shidu (1967) found differences in the hydrocyanic acid (HCN) reaction with respect to its related Lotus species. Dorycnium comprises subshrubs,
and the species frequently present flowers with keel
obtuse or erostrate. Dorycnium has been treated as a
subgenus of Lotus or elevated at genus level by different authors (see Gillett, 1958; Acebes Ginovés, 1992;
Polhill, 1981, 1994b).
Table 5 contains the data matrix used in the analysis.
Copyright q 2000 by The Willi Hennig Society
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Genus Lotus
Sect. Microlotus Benth. (5 species)
Sect. Microlotus Benth. (3 species)
Sect. Acmispon Raf.
Anisolotus Bernh.
Hosackia Benth.
Syrmatium Vog.
Subgen. Hosackia Benth.
Syrmatium Vog.
Acmispon Raf.
Sect. Microlotus Benth.
Simpeteria Ottley
Subgen. Euhosackia Benth.
Anisolotus Bernh.
Syrmatium Vog.
Microlotus Raf.
Subgen. Pedrosia (Lowe) Brand
Edentolotus Brand
Sect. Euhosackia Benth.
Syrmatium Vog.
Subgen. Deflectostylus Callen
Sect. Acmispon Raf.
Subgen. Tetragonolobus (Scop.) Callen
Six of the 39 characters (1, 5, 13, 27, 28, and 36) are
multistate. All characters were treated as nonadditive.
Characters for which the information was not available
or with polymorphic character states were assigned
a missing data code. Figure 1 illustrates some seed
characteristics used in this study.
The data matrix was analyzed using Farris’s (1988)
phylogenetic program, Hennig86 Version 1.5, applying
the mhennig* and branch breaking* options for calculating trees. Consistency index (CI) and retention index
(RI) were calculated including and excluding the uninformative characters for the whole group. A strict consensus tree was calculated using the “nelsen” option
of Hennig86. I used CLADOS Version 1.1 (Nixon, 1992)
to examine character distributions and to generate
Figs. 2–4.
286
Ana M. Arambarri
TABLE 3
Terminal Taxa Studied, Acronyms, and Geographical Distribution
Terminal taxa
Old World
Group Dorycnium Miller
Group Edentolotus Brand
Group Pedrosia (Lowe) Brand
Group Tetragonolobus Scop.
New World [following Ottley’s (1923, 1944)
classification]
Subgen. Acmispon Raf.
Sect. Microlotus Benth.
L. denticulatus (Drew) Greene
L. humistratus Greene
L. micranthus Benth.
L. salsuginosus Greene
L. subpinnatus Lag.
L. unifoliolatus (Hook.) Benth.
L. wrangelianus Fisch. and Mey.
Sect. Simpeteria Ottley
L. argyraeus (Greene) Greene
L. grandiflorus (Benth.) Greene
L. greenei (Wooton and Standl.) Ottley
L. mearnsii (Britton) Greene
L. oroboides (H.B.K.) Ottley
L. rigidus (Benth.) Greene
L. strigosus (Nutt.) Greene
L. utahensis Ottley
L. wrightii (A. Gray) Greene
Subgen. Hosackia Benth.
L. chihuahuanus (Wats.) Greene
L. crassifolius (Benth.) Greene
L. oblongifolius (Benth.) Greene
L. pinnatus Hook.
L. stipularis (Benth.) Greene
Subgen. Syrmatium Vog.
L. argophyllus (Gray) Greene
L. benthamii Greene
L. dendroideus (Greene) Greene
L. hamatus Greene
L. heermannii (Durand and Hilgard) Greene
L. nuttallianus Greene
L. scoparius (Nutt.) Greene
a
Geographical distributiona
Acronyms
DOR
EDE
PED
TET
Mediterranean area, Africa, Spain (Canary Islands)
Europe, Africa, Asia, Oceania
Mediterranean area, Africa, Portugal, Spain (Canary Islands)
Europe and Mediterranean area
DEN
HUM
MIC
SAL
SUB
UNI
WRA
British Columbia, Washington, Oregon, California to Mexico
Oregon, Idaho, Nevada, S.W. Utah, California, Arizona, New Mexico
British Columbia, Oregon, Washington, Nevada to S. California
California, S. Arizona, Nevada, Baja California, Mexico
Chile, Atacama to Valdivia
Canada, W. and Middle–East United States
California
ARG
GRA
GRE
MER
ORO
RIG
STR
UTA
WRI
S. California, Baja California
California, Baja California
S.E. Arizona, S.E. New Mexico
N. Arizona
Nevada, Arizona, Utah, New Mexico, Texas, Mexico
Arizona, S.W. Utah, Nevada, S. California, Mexico
California, S. Arizona, Nevada
Utah, Nevada, Arizona
Arizona, W. New Mexico, S.E. Utah, S. Colorado
CHI
CRA
OBL
PIN
STI
Mexico
N. California to Oregon, (2Washington)
British Columbia, Washington, Oregon, Idaho, Nevada, California to Baja Baja
California, Mexico
British Columbia, Washington, Oregon, Idaho to center of California
Central California
AGO
BEN
DED
HAM
HEE
NUT
SCO
California
California
California, Baja California
S. California, Baja California
California, Baja California
California, Baja California
S. California, Baja California
Brand (1898); Greene (1890); Gunn (1983); Ottley (1923, 1944); Wiersema et al. (1990).
Differences among the initial 15 trees and the strict
consensus tree may be seen in Figs. 2–4.
RESULTS
When Tetragonolobus was used to root the cladograms, the analysis yielded 15 parsimonious trees
Copyright q 2000 by The Willi Hennig Society
All rights of reproduction in any form reserved
(with all characters equally weighted), each with 74
steps, a CI 5 0.62 (or 0.59 with uninformative characters excluded), and a RI 5 0.89. The 15 initial trees and
the strict consensus tree derived from them produced
12 monophyletic groups. Figure 2 illustrates the strict
consensus tree, with the 12 monophyletic groups, the
informally named “New World” supergroup, and the
groups, subgroups, and minor groups superimposed.
The minor group includes the species most closely
287
Cladistics of Lotus
TABLE 4
Characters and Character States Used in the Cladistic Analysis
of the New World Species of Lotus
Character
1. Seed shape in outline
2. Seed length
3. Seed width
4. Seed length/width
ratio (lateral view)
5. Seed length/
thickness ratio
(hilar view)
6. Testa ornamentation
7. Seed margin
8. Seed ends
9. Testa sheen
10. Radicular lobe
11. Hilum elevation
12. Hilum shape in
outline
13. Rim aril thickness
(funicular remnant)
14. Halo visible or not
15. Raphe visible or not
16. Raphe shapes
17. Lens visible or not
18. Micropyle position
19. Micropyle shapes
20. Seed transection
shape in outline
21. Cotyledon shape
22. Cotyledon width/
thickness ratio
23. Radicle/cotyledon
length ratio
24. Radicle shape at apex
25. Petioles of cotyledons
26. Endosperm thickness
27. Testa topography
near hilum
28. Testa topography on
middle faces
29. Recurrent vascular
bundles
Character states
0, circular to oblong; 1, linear to
C-shaped; 2, quadrangular
0, 2–5 mm; 1, 0.5–1.8 (22) mm
0, 2–4.3 mm; 1, 0.5–1.8 (22) mm
0, terete (1:1) 1, oblong (1.5:1)
0, oblong (1.5:1 to 2:1 ratio); 1, terete
(1:1 ratio, including subterete);
2, linear (2.5:1 ratio); 3, narrowly
linear (3:1)
0, smooth; 1, not smooth (rugose)
0, obtuse; 1, acute
0, nonparallel oblique; 1, parallel
oblique
0, dull; 1, glossy
0, inconspicuous; 1, discernible to
conspicuous
0, raised to flush; 1, recessed
(sunken in lateral notch or
hilar sinus)
0, circular to oblong; 1, elliptic
0, thin; 1, thick; 2, very thick or
prominent (hilum partially or
fully concealed)
0, visible; 1, invisible or
inconspicuous
0, visible; 1, invisible or
inconspicuous
0, broadly linear to deltoid; 1,
narrowly linear
0, conspicuous (mound and
discolor) 1, inconspicuous to
discernible
0, in contact with the hilum; 1,
separated from the hilum
0, deltoid; 1, linear-deltoid to
bifurcate
0, circular to oblong; 1, rhomboelliptic
0, oblong; 1, linear-oblong
0, 2:1; 1, 1:1
TABLE 4 — Continued
Character
30. Habit
31. Stipule presence
32. Wing position
33. Keel shapes
34. Style–ovary position
35. Style pubescence
36. Style type
37. Ovule number
38. Legume dehiscence
39. Legume persistence
Character states
0, herbaceous; 1, suffrutescent to
subshrub
0, present; 1, absent
0, symmetrical; 1, asymmetrical
0, acute or rostrate; 1, obtuse or
erostrate
0, erect (6straight angle with the
ovary); 1, deflected (in obtuse
angle with the ovary)
0, glabrous; 1, penicillate
0, simple dilated; 1, toothed or
dentate; 2, simple nondilated
0, many (10 or more); 1, few
(8 or less)
0, dehiscent; 1, indehiscent
0, persistent; 1, deciduous at base
of pedicel
related, and two minor groups are contained in one
subgroup. Figure 3 is one of the 15 trees chosen to
illustrate the character distribution. The tree is identical
to one of the three trees obtained if the successive
approximation weighting procedure in Hennig86 is
used.
When Dorycnium was used to root the trees, identical
results were obtained. Tetragonolobus and Dorycnium
both produced trees where the New World species
form a monophyletic group (informally named “New
World” supergroup) diagnosed by seed relationships
length to thickness in hilar view 1.5:1 to 2:1 (character
5); the micropyle linear-deltoid to bifurcate (character
19); and keel obtuse or erostrate (character 33).
DISCUSSION
0, 0.5:1 to 1:1; 1, 0.25:1
0,
0,
0,
0,
obtuse; 1, acute
inconspicuous; 1, conspicuous
thick; 1, thin to trace
reticulate; 1, foveolate; 2,
papillose
0, reticulate; 1, foveolate; 2,
papillose
0, undeveloped; 1, developed
Copyright q 2000 by The Willi Hennig Society
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Comparison of Results to Previous Classifications
The trees show the monophyletic group named
“gransal” contains two monophyletic subgroups “L.
grandiflorus” and “L. salsuginosus.” This is in agreement
with the subgenus Acmispon that contains the sections
Microlotus and Simpeteria sensu Ottley. The trees also
show that the phylogenetic relationships among the
species of the minor group named “L. argophyllus”
agree with the subgenus Syrmatium sensu Ottley.
288
Ana M. Arambarri
TABLE 5
Data Matrix
Characters
Taxa
0000000001
1234567890
1111111112
1234567890
2222222223
1234567890
333333333
123456789
DOR
TET
AGO
ARG
BEN
CHI
CRA
DED
DEN
EDE
GRA
GRE
HAM
HEE
HUM
KRO
MER
MIC
NUT
OBL
ORO
PED
PIN
RIG
SAL
SCO
STI
STR
SUB
UNI
UTA
WRA
WRI
0100000001
0000000000
1011200000
0100000001
1011200000
1001100010
0000100001
1011200000
0000100101
0100000001
0000100001
0100010001
1011300000
1011200000
0000101101
0000010001
0000110001
0000100001
1011300000
1001100010
0000000001
01000?0001
1001100010
0100010001
0100100101
1011200000
0001100001
2110010001
0000101101
0000100001
0000000001
0000101101
0000000001
0011101000
0000000000
0010010010
0010001000
0010010010
0010000010
0021101010
0010010010
0110000110
0010?01000
0011001010
0010001000
0010010010
0010010010
1010000111
0010000000
0010001000
0110000110
0010010010
0010000010
0010001000
0011101??0
0010000010
0010001010
0010001110
0010010010
0021101000
1010001000
1110000111
0010000110
0010001000
1010000111
0010001000
0000000001
0000000000
1111100201
0000002200
1111100201
0110010000
0010000000
1111100201
0000000210
0000000000
0000000000
0000000000
1111100201
1111100201
0000000210
000?000000
0000000000
0000000210
1111100201
0110010000
0000000000
0000000001
0110011100
0000000000
0000001200
1111100201
0010000000
0000002200
0000000210
0000000210
0000000000
0000000210
0000000000
101002000
000000000
101002111
111112000
101002111
001002000
001002000
101002111
101102100
1000020?0
111112000
111112000
101002111
101002111
100102100
100002000
111112000
101102100
101002111
001002000
111112000
100001?00
001002000
111112000
101102100
101002111
001002000
111112000
100102100
101102100
111112000
100102100
111112000
Cladistic results show that the subgenus Hosackia (sensu
Ottley) is not monophyletic, because the species L. crassifolius and L. stipularis (Hosackia) form a monophyletic
subgroup named L. crassifolius, whereas the species L.
chihuahuanus, L. oblongifolius, and L. pinnatus (Hosackia)
form the monophyletic minor group L. pinnatus.
On the other hand, the two minor groups L. pinnatus
and L. argophyllus form the monophyletic subgroup
“pinnatiphyllus.” The subgroup pinnatiphyllus and the
subgroup L. crassifolius are sister groups and form the
monophyletic group “hosackiasyr.”
Cladistic results basically are in agreement with
Ottleys (1923, 1944) classification of the New World
species of Lotus, except that the subgenus Hosackia is
Copyright q 2000 by The Willi Hennig Society
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not monophyletic, because the species belonging to
this subgenus fell in different monophyletic groups.
In the light of these results, the angle of attachment
of the style–ovary is 6straight (style erect) in the Old
World species, but the style type defines the groups of
species as follows: (1) style swollen near the tip, in
Tetragonolobus; (2) style broad and a little sulcate along
its length, in Krokeria; (3) style dentate, in Pedrosia; and
(4) style without those characteristics, namely simple
in Dorycnium and Edentolotus. In the New World supergroup the style erect, simple, and shorter than in the
Old World species groups appears in the monophyletic
group hosackiasyr, becoming deflected in the monophyletic group “gransal.” The monophyletic subgroup L.
Cladistics of Lotus
289
Seed characteristics by scanning electron microscopy: (1) L. strigosus (Nutt.) Greene, seed shape in outline quadrangular, radicular
lobe conspicuous, hilum recessed in lateral notch (hilar sinus), testa surface rugose, 350 (W. E. Stewart s.n., 28461 SD); (2) L. glaber Mill.,
showing hilar region: m, micropyle deltoid; h, hilum rounded; r, rhape deltoid; I, lens inconspicuous to discernible, 3150 (M. M. Mujica 136,
LPAG); (3) L. stipularis (Benth.) Greene, funicular remnant very thick (prominent), occluding the hilum, micropyle deltoid, and testa reticulate,
3350 (E. A. Purer 4004, SD); (4) L. humistratus Greene, micropyle bifurcate separated from the hilum, 3500.(C. D. Wolf 10293, SD); (5), L.
grandiflorus (Benth.) Greene, testa reticulate on middle of the face, 32000 (s.n. SBBG); (6) L. pinnatus Hook., testa foveolate near hilum, and
on midface, 32000 (B-488, MTMG); (7) L. humistratus Greene, testa papillose on midface, 32000 (C. D. Wolf 10293, SD). Scale bars: (1) 1000
mm; (2–4) 100 mm; (5–7) 10 mm.
FIG. 1.
290
Ana M. Arambarri
Strict consensus tree from 15 most-parsimonious cladograms, showing the 12 monophyletic groups and the informally named groups.
Tetragonolobus as root. Refer to Table 3 for acronyms.
FIG. 2.
grandiflorus is diagnosed by the style deflected with a
ring of hairs below the stigma (style penicillate).
The cladogram results correlate with Callen’s (1959)
classification, except that his subgenus Edentolotus is
polyphyletic, because it is derived from the Old World
species group.
Comparison of Results to Previous Phylogenetic
Speculations of the Genus Lotus
Cladistic results show that in the Old and New World
species the basic chromosome number decreases from
x 5 7 to x 5 6, reaching in the Old World x 5 5 (Fig.
4). This finding is in agreement with results of Zandstra
and Grant (1968) and Grant (1965, 1991, 1995). These
results also agree with Larsen and Zertova’s (1965)
speculation on the phylogeny of the genus Lotus. They
proposed that the genus has derived from an ancestor
that they named “palaeolotus,” by two trends: (1) a
reduction on the basic chromosome number and (2)
polyploidization. One lineage contains the Old World
species and another the New World species.
On the other hand, the cladogram shows that the
One of 15 equally parsimonious initial trees with character state changes superimposed; solid black, synapomorphies; shaded,
parallelism; open, reversals. Tetragonolobus as root. Refer to Table 3 for acronyms.
FIG. 3.
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Cladistics of Lotus
291
292
Ana M. Arambarri
One of the initial 15 trees. Tetragonolobus as root. The evolution of inflorescence (peduncle length), flowers (size and number), keel
shapes, style (type and position to the ovary), fruit (shapes, consistence, and dehiscence), rim aril (thin, thick, and prominent), and micropyle
(shape and position) represented. Basic chromosome number (Grant, 1965, 1995, Grant et al., 1967); classifications (Brand, 1898; Callen, 1959;
Ottley, 1923, 1944) and a reference on distribution are also superimposed. See text for discussion.
FIG. 4.
Old World species have plesiomorphic characters (e.g.,
strongly peduncled umbel, frequently flowers large (10
mm or more), style erect, ovules numerous, fruits dehiscent with more than 10 seeds with testa topography
reticulate). In the New World species these characters
appear at base of the lineage; most of the species show
characters derived as umbels shortly peduncled, flowers few and short (5–8 mm), style deflected, ovules
few, fruit indehiscent, seeds few, testa topography papillose on midface. Results correlate with the evolutionary conclusions of Grant and Shidu (1967). They
found that the species from the Old World have a
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higher concentration of HCN than the New World species. In addition, in the Old and New World, the species
with x 5 7 have more HCN than the species with x 5
6. Ortega (1979) found similar results studying Lotus
(Pedrosia species group) from the Canary Islands (Macaronesian Lotus). The higher concentration of HCN
and the chromosome number x 5 7 appear to be plesiomorphic characters.
Cladistic results show that the species (SAL(UNI(MIC(DEN(SUB(HUM-WRA)))))) form the monophyletic group named “L. salsuginosus.” These species are
phylogenetically closely related and they have derived
293
Cladistics of Lotus
characters. The results agree with data reported by
Zandstra and Grant (1968) on the New World species
relationships. They established that L. purshianus (5L.
unifoliolatus), L. micranthus, and L. denticulatus are species closely related on the basis of the flower subsessiles.
Comparison of Results to Previous Seed Feature
Studies
Testa topography. Results show that the testa topography reticulate is plesiomorphic and that foveolate or papillose are derived patterns. The Old World
species show mainly testa topography reticulate,
whereas in the New World species the testa topography
is variable, becoming foveolate and papillose. These
results are in agreement with those of previous authors.
Lersten (1981) and Saint-Martin (1986) found that the
most frequent testa sculpture in the tribe Loteae is simple reticulate or depressions. Lersten (1979, 1981) and
Lersten and Gunn (1982) found a papillose pattern in
advanced tribes such as Vicieae and Trifolieae.
Micropyle shape and position. In the cladograms
a micropyle bifurcate [deltoid (Lersten, 1981); ypsiloid
(Manning and Van Staden, 1987)] and separated from
the hilum or in contact with the hilum appears as more
derived than a micropyle deltoid [circular (Lersten,
1981); punctate (Manning and Van Staden 1987)], in
contact with the hilum (see Fig. 4). These results appear
not to be in agreement with Lersten (1981) in that the
seeds from more primitive tribes tend to have the micropyle separated from the hilum, and in tribes considered more derived the micropyle is adjacent to or in
contact with the hilum. Also, these results appear not
to be in agreement with those of Manning and Van
Staden (1987) based on the finding that the ypsiloid
micropyle occurs in usually primitive taxa, and punctate micropyles occur in derived tribes. On the basis
that I found a micropyle bifurcate and separated from
the hilum in some species of Pedrosia group, and that
it is a group with plesiomorphic characters, I hypothesized that the character micropyle bifurcate and separated from the hilum appears in the cladogram as a
reversal character to a plesiomorphic state.
Comparison of Results to Pollen Morphology
Studies
Cladograms show that the sister species L. crassifolius
and L. stipularis belonging to subgenus Hosackia form
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a monophyletic group and have plesiomorphic characters that coincide with those of the Old World species.
These results are in agreement with data of pollen
morphology by Crompton and Grant (1993). They
found that pollen grains were tricolporate in the Old
World species and in the subgenus Hosackia of the New
World, mainly tetracolporate to stephanocolporate in
the subgenera Acmispon, Simpeteria, and Syrmatium of
the New World.
Coevolution
Inflorescence, peduncle length and color, symmetry,
and number and size of flowers (Fig. 4). It may be
postulated from cladograms that an evolutionary trend
has occurred from the condition of symmetrical and
large (in some species red colored) flowers in strongly
peduncled umbels to asymmetrical or symmetrical
progressively shorter flowers in subsessile umbels,
reaching the most derived condition with the shortest
flowers being solitary and subsessile to sessile. The
Old World species show symmetrical, frequently large
flowers (10 mm or more) in strongly peduncled umbels, rarely flowers solitary or paired, short, and subsessile (e.g., L. conimbricensis Brot.); coincidently this
species has a basic chromosome number of x 5 6.
In the New World, flowers numerous, large, and red
colored, in peduncled umbels appear at the base of
the groups hosackiasyr and gransal. In the subgroup L.
crassifolius there is a progressive reduction in peduncle
length and conspicuous shortening of the flowers,
which also become slightly asymmetrical in the terminal group L. argophyllus. This last monophyletic group
is characterized by the predominance of subsessile umbels and flowers short (5–8 mm in length). In the monophyletic group gransal, the subgroup L. grandiflorus has
peduncled umbels, showing a progressive reduction
in peduncle length, the flowers are large with the wings
conspicuously asymmetrical. The progressive reduction of the peduncles is more conspicuous in the monophyletic sister subgroup, namely L. salsuginosus, where
the species L. unifoliolatus, L. micranthus, L. denticulatus,
L. subpinnatus, L. humistratus, and L. wrangelianus show
flowers subsessile to sessile. Coincidently these species
have flowers solitary (rarely paired) and short (5–8
mm length).
Although Loteae are predominantly a bee-pollinated
group, the cladogram results show species with flowers
294
large at base of the monophyletic groups and lineages.
These characteristics are in agreement with flower ornithophyly adaptations (flowers red and large) described
by Kalin Arroyo (1981). Also in agreement with Grant
and Grant (1968) they reported that hummingbirds
visit Lotus flowers. Cladistic results show as the most
derived characters flowers symmetrical or asymmetrical and shorter. It appears to coincide with observations
by Cooper (1985) on morphological complementation
between flowers of Lotus (Syrmatium) and pollinator
insects (Megachilidae) that visit them.
CONCLUSIONS
(A) All terminal taxa form a monophyletic group
diagnosed by the presence of a radicular lobe discernible to conspicuous (character 10); rim aril thick (character 13); stipules absent (character 31); and style simple and nondilated (character 36). (B) The New World
species form a monophyletic group informally named
New World supergroup diagnosed by the seed relationship of length to width, in hilar view 1.5:1 to 2:1
(character 5); micropyle linear-deltoid to bifurcate
(character 19); and keel erostrate (character 33). (C) The
supergroup New World includes two monophyletic
groups informally named hosackiasyr and gransal. (C1)
The group hosackiasyr comprises two monophyletic
subgroups named L. crassifolius and pinnatiphyllus; the
subgroup pinnatiphyllus contains two monophyletic
minor groups named L. pinnatus and L. argophyllus.
(C2) The group gransal includes two subgroups named
L. grandiflorus and L. salsuginosus. (D) Cladistic results
basically are in agreement with Ottley’s (1923, 1944)
classification of the New World species of Lotus, except
that her subgenus Hosackia is not monophyletic, because the species belonging to this subgenus fell in
different monophyletic groups. (E) The cladogram correlates with Callen’s (1959) classification, except that
his subgenus Edentolotus is polyphyletic, because it is
derived from the Old World species group. (F) Cladistic
results show that umbel strongly peduncled, flowers
large (10 mm or more), style erect, ovules numerous,
fruits dehiscent, seeds numerous (more than 10), testa
topography reticulate, a higher concentration of hydrocyanic acid, and the chromosome number x 5 7
appear to be plesiomorphic characters. (G) On the basis
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Ana M. Arambarri
that I found a micropyle bifurcate and separated from
the hilum in some species of Pedrosia group, I hypothesized that it is a plesiomorphic character and appears
in the subgroup L. salsuginosus as a reversal character
to a plesiomorphic state. (H) The sister species L. crassifolius and L. stipularis form a monophyletic group, the
subgroup L. crassifolius, which is hypothesized to be
the link between the New and Old World species on
the basis of its plesiomorphic characters, e.g., umbels
fully peduncled, style erect, ovules numerous, pollen
grains tricolporate, fruit dehiscent, seeds numerous,
and testa topography reticulate.
This study was aimed at establishing one hypothesis
of phylogenetic relationships among the New World
species of Lotus. However, further studies are necessary
to clear phylogenetic relationships among all taxa and
establish all the combinations.
APPENDIX 1: LIST OF SPECIES STUDIED
New World
[Genus Lotus L. (1753); 5 genus Hosackia Douglas ex
Bentham (1829); 5 genus Acmispon Rafinesque (1832);
5 genus Syrmatium Vogel (1836); 5 genus Anisolotus
Bernhardi ex Schlechtendal (1838)]
[Genus Lotus L., subgenus Acmispon (Raf.)
Ottley (1923)]
Sect. Microlotus (Benth.) Ottley (1944)
01. L. denticulatus (E. Drew) Greene
02. L. humistratus Greene
03. L. micranthus Benth.
04. L. salsuginosus Greene
05. L. subpinnatus Lag.
06. L. unifoliolatus (Hook.) Benth. [5L. purshianus (Benth.) Cl. and Cl.]
07. L. wrangelianus Fisch. and Mey.
[Genus Lotus L., subgenus Acmispon (Raf.)
Ottley (1923)]
Sect. Simpeteria Ottley (1944)
01. L. argyraeus (Greene) Greene
02. L. grandiflorus (Benth.) Greene
03. L. greenei (Wooton and Standl.) Ottley
04. L. mearnsii (Britton) Greene
05. L. oroboides (H. B. K.) Ottley
295
Cladistics of Lotus
06. L. rigidus (Benth. ex T. and G.) Greene
07. L. strigosus (Nutt.) Greene
08. L. utahensis Ottley
09. L. wrightii (A. Gray) Greene
[Genus Lotus L., subgenus Hosackia (Douglas ex
Bentham) Ottley (1923)]
01. L. chihuahuanus (Wats.) Greene
02. L. crassifolius (Benth.) Greene
03. L. oblongifolius (Benth.) Greene
04. L. pinnatus Hook.
05. L. stipularis (Benth.) Greene
[Genus Lotus L., subgenus Syrmatium (Vogel)
Ottley (1923)]
01. L. argophyllus (Gray) Greene
02. L. benthamii Greene
03. L. dendroideus (Greene) Greene
04. L. hamatus Greene
05. L. heermannii (Durand and Hilgard) Greene
06. L. nuttallianus Greene
07. L. scoparius (Nutt.) Ottley
Old World
Dorycnium Species Group
[Genus Lotus L. (1753); genus Dorycnium Miller
(1754)]
01. D. broussonetti (Choisy ex DC.) Webb [Dorycnium, sect. Canaria Rikli (1900)]
(5 L. broussonetti Choisy ex DC.) [Lotus, subgen. Canaria (Rikli) Gillet (1958)]
02. D. eriophthalmum (Webb) Webb [Dorycnium,
sect. Canaria Rikli (1900)]
(5 L. eriophthalmus Webb and Berthelot [Lotus,
subgen. Canaria (Rikli) Gillet (1958)]
03. D. pentaphyllum Scop. (5 L. dorycnium L.)
04. D. rectum (L.) Ser. (5 L. rectus L.)
05. D. spectabile (Choisy ex DC.) Webb [Dorycnium, sect. Canaria Rikli (1900)]
(5 L. spectabilis Choisy ex DC. [Lotus, subgen.
Canaria (Rikli) Gillet (1958)]
Edentolotus Species Group
[Genus Lotus L., subgenus Edentolotus Brand
(1898)]
Sect. Xantholotus Brand (1898)
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01. L. alpinus (DC.) Schleich.
02. L. angustissimus L.
03. L. collinus (Boiss.) Heldr.
04. L. corniculatus L.
05. L. creticus L.
06. L. cytisoides L.
07. L. discolor ssp. discolor (E. Mey.) Gillet
08. L. glaber Miller (5 L. tenuis Waldst. and
Kit. ex Willd.)
09. L. halophilus Boiss. and Sprun.
10. L. krylovii Schischk. and Serg.
11. L. macrothrichus Boiss.
12. L. ornithopodioides L.
13. L. palustris Willd.
14. L. parviflorus Desf.
15. L. pedunculatus Cav.
16. L. peregrinus L.
17. L. strictus Fisch. and Mey.
18. L. suaveolens Pers.
19. L. subbiflorus Lag.
20. L. weilleri Maire
[Genus Lotus L., subgenus Edentolotus Brand
(1898)]
Sect. Erythrolotus Brand (1898)
01. L. arabicus L.
02. L. australis Andr.
03. L. conimbricensis Brot.
04. L. cruentus Court.
05. L. gebelia Vent.
06. L. glinoides Del.
07. L. lanuginosus Vent.
[Genus Lotus L. (1753); 5 genus Krokeria Muenchhausen (1794)]
[Genus Lotus L., subgenus Edentolotus Brand
(1898)]
Sect. Krokeria (Moench.) Brand (1898)
01. L. edulis L.
Pedrosia Species Group
[Genus Lotus L. (1753), subgenus Pedrosia (Lowe)
Brand (1898)]
Sect. Heinekenia (Webb) Brand (1898)
01. L. berthelotii Lowe ex Masferrer
02. L. maculatus Breitf.
Sect. Eupedrosia Brand (1898)
01. L. arenarius Brot.
02. L. campylocladus Webb and Berth.
296
Ana M. Arambarri
03.
04.
05.
06.
07.
08.
L.
L.
L.
L.
L.
L.
hillebrandii Christ.
holosericeus Webb and Berth.
lancerottensis Webb and Berth.
macranthus Lowe
maroccanus Ball
sessilifolius DC.
Tetragonolobus Scopoli (1772)
01. T. conjugatus (L.) Link ssp. conjugatus
02. T. conjugatus ssp. requienii (Mauri ex Sang.) Dominguez and Galiano
03. T. maritimus (L.) Roth var. maritimus
04. T. maritimus var. siliquosus (L.) Dominguez
and Galiano
05. T. palaestinus Boiss. and Blanche
06. T. purpureus Moench.
ACKNOWLEDGMENTS
I appreciate the guidance and constant encouragement of Jorge
V. Crisci, who also generously permitted me to use the programs
HENNIG86 and CLADOS at the Laboratorio de Sistemática y Biologı́a Evolutiva (LASBE), Museo de La Plata. I am grateful to Susana
E. Freire, William F. Grant, Liliana Katinas, Juan J. Morrone, and
Néstor D. Bayón for valuable suggestions and assistance and to
anonymous reviewers for useful comments. My thanks are extended
to James Farris, who made available a copy of his program Hennig86,
and Rafael Urrejola for technical assistance using SEM, Museo de
la Plata. This research was supported by the Programa de Incentivos
para la Investigación de la Universidad Nacional de La Plata.
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