VESSELS OF ILLICIUM (ILLICIACEAE): RANGE OF PIT MEMBRANE REMNANT PRESENCE IN PERFORATIONS AND OTHER VESSEL DETAILS

Inr. J. Plant Sci. 163(51:755-763. 2002. 2002 by The University of Chicago. All rights reserved. 1058-5893/2002/16305-0006$ 15.00 VESSELS OF ILLICIUM (ILLICIACEAE): RANGE OF PIT MEMBRANE REMNANT PRESENCE IN PERFORATIONS AND OTHER VESSEL DETAILS Sherwin Carlquist 1 and Edward L. Schneider Santa Barbara Botanic Garden, 1212 Mission Canyon Road, Santa Barbara, California 93105, U.S.A. Scanning electron microscope (SEM) examination of vessels from radial sections of lllicium wood showed a wide range of pit membrane remnant presence within any given species and within the seven species studied here. Earlier studies showed that dried specimens offer a reliable indicator of pit membrane presence. In all species, wide variation occurs, from intact pit membranes to perforations virtually free of pit membrane remnants. lllicium parviflorwn has the largest number for the genus of perforation plates, with little or no pit membrane presence, although, in some plates, appreciable pit membrane presence was evident. Species differ in the forms taken by the pit membrane remnants: threads running axially in the perforations are common, but weblike conformations or pit membranes perforated by small circular to oval pores are other commonly encountered conditions. Artifacts attributable to handling and other factors are analyzed to obtain an image of pit membrane presence. Pit membrane remnant presence is consistent with the presence of other strongly primitive features of lllicium and its near-basal position in phylogenetic trees based on molecular data. Unusually narrow and sparse helical thickenings are figured with SEM for the genus for the first time; these thickenings occur in three species from habitats in which winter freezing occurs. Keywords: basal angiosperms, ecological wood anatomy, Illiciales, perforation plates, primitive wood features, vessel evolution, wood evolution, xylem. Introduction Presence of pit membrane remnants in perforations of vessels in wood of primitive dicotyledons has been noted and figured by, most notably, Meylan and Butterfield (1978), Ohtani and Ishida (1978), Butterfield and Meylan (1982), and Metcalfe and Chalk (1983). Although pit membrane remnants are usually present in scalariform perforation plates with numerous perforation plates, they have been reported in simple perforation plates of Knightia of the Proteaceae (Butterfield and Meylan 1982). Likewise, pit membrane remnants occur not just in perforation plates with numerous, closely spaced bars but also in some with relative large perforations, as is shown by Bruniaceae (Carlquist 1992). A survey of this occurrence of pit membrane remnants was undertaken earlier (Carlquist 1992) in an attempt to explore the extent of this phenomenon in dicotyledons. The conclusion reached there is consonant with the distributions Meylan and Butterfield (1978) found in woods of New Zealand dicotyledons, namely, that presence of pit membrane remnants is a feature of vessels in primitive dicotyledons. These remnants are either vestiges of pit membranes present in vessel-like tracheids of dicotyledons crossing from vesselless to vessel-bearing, or, conceivably, they might be regressions in which the ability for complete lysis of the pit membranes during vessel maturation is lost. There has been no published comment refuting these pit membrane remnants as artifacts; the discoveries cited above have been credited as natural occurrences. To be sure, one can 1 Author for correspondence. \\.inu<:npt received February 201)2: revised manuscript received May 2002. identify rips and other distortions in pit membrane remnants as artifacts from handling, but these are easily separated from the characteristic patterns of pit membrane remnant presence. In an attempt to explore whether drying of wood samples, pickling of wood samples, or other treatments had any effect in modifying presence of pit membrane remnants, we studied woods of lllicium floridanum Ellis stems and roots representing different provenances and different methods of preservation (Schneider and Carlquist, in press). We concluded that none of these factors modifies the pit membrane remnants appreciably; therefore, a wider survey of the genus lllicium was undertaken and is reported here. Although lllicium contains 42 species (Smith 1947), many of these are from remote areas of difficult access, and wood samples available in xylaria are relatively few. Herbarium specimens were not very helpful in supplementing our assemblage of wood samples because twigs of lllicium on herbarium specimens are of such limited diameter that sectioning is difficult and reliability of patterns is uncertain. Pit membranes are not illustrated for lllicium tashiroi Maxim, because a series is figured for that species in Carlquist (1992); those figures as well as those of /. floridanum (Schneider and Carlquist, in press) can be considered addenda to the illustrations for the seven species in this article. Nevertheless, the patterns assembled in the two earlier articles as well as this article seem to coalesce into variations on basic patterns, and none of the species of lllicium yielded structural features not seen in one or more of the other species. Although we present these patterns as probable primitive features retained in an ancient family of angiosperms, there are interesting implications with regard to wood physiology and developmental anatomy, particularly at the ultra structural 755

756 INTERNATIONAL JOURNAL OF PLANT SCIENCES level. In addition, our scanning electron miscroscopy (SEM) preparations proved convenient for reporting vessel features of lllicium other than pit membrane remnants. Therefore, we mention morphology of bars of perforation plates and figure helical thickenings in vessels of several species and attempt to offer a correlation between the presence and prominence of these structures and the environment of the areas where the species are native. Material and Methods Wood samples for sectioning were obtained from xylaria (see the acknowledgments). These collections are as follows: lllicium anisatum L. (USw-16844), lllicium cambodianum Hance, lllicium cauliflorum Merr. (supplied as /. sp.), and lllicium griffithii Hook f. 8c Thorns (SJRw SJRw-21944). Wood from herbarium specimens was available for lllicium ekmanii A. C. Smith (Liogier 14800, NY) and lllicium majus Hook f. &C Thorns (R. C. Ching 7202, NY). Locality data for species of lllicium are given by Smith (1947). Wood from stems and roots of living plants of lllicium parviflorum Michaux cultivated on the University of Florida campus, Gainesville, was collected by William L. Stern and pickled in 50% ethanol. Dried wood specimens were boiled in water, stored in 50% ethanol, and sectioned on a sliding microtome. The radial sections obtained were dried between clean glass slides, mounted on aluminum stubs, sputter-coated, and examined with a Bausch and Lomb Nanolab 200 SEM. Imaging of pit membrane remnants when studied with SEM provides problems because electron return from concave objects such as pits is much lower than from convex objects. Consequently, our images cannot provide the ultimate in resolution that is available in SEM photographs of various other plant objects such as primordia, pollen grains, trichomes, and so forth. Identifications provided by the xylaria are accepted, although Smith (1947) disagrees with identifications of some specimens referred to as /. cambodianum. We have tentatively identified a specimen supplied as u /. sp." by USw as /. cauliflorum because that is the only species ever collected in Sarawak (Smith 1947), which is the source of the xylarium wood sample provided. There is no standard terminology for various appearances and conformations of pit membrane remnants in perforation plates. Consequently, simple descriptive adjectives are used. Although perforation plates lacking in pit membrane remnants are common in all of the lllicium woods we have studied, we have illustrated only a few such plates (e.g., figs. 3.13, 4.25, 5.29), and the illustrations should not be taken to represent modal conditions in a specimen. Where both perforation plates of adjacent vessel element tips are present, the preservation of pit membrane remnants is more likely and such entirely intact perforation plates were preferred; where one cell of the pair is sectioned away, however, the pit membrane may remain, in whole or in part (figs. 2.9, 2.11, 3.17). Helical thickenings in vessels were figured on the basis of light microscopy for 1. parviflorum (Carlquist 1982). Results Pit Membrane Remnants The pit membrane remnants of lllicium anisatum (figs. 1.1-1.6) contain a range of features commonly seen in lllicium. In a few perforation plates (using the definition of end walls of vessel elements with pits wider than those of lateral wall pitting), pit membranes are nearly intact (fig. 1.11. In figure 1.1, some tears are apparent. Such tears are undoubtedly artifacts, but they may be formed at the sites of small circular or oval pores that commonly occur in such intact membranes (see also fig. 4.20, in which tearing is minimal). Some perforation plates have weblike or meshworklike pit membranes (figs. 1.2, 1.3, 1.4). Occurrence of porosities is often less near ends of perforations (fig. 1.2, rightl than in central portions of perforations that retain relatively extensive pit membrane remnants. Porosities are mainly circular to oval in shape (figs. 1.2, 1.3). In perforation plates where pit membrane remnants are more limited (figs. 1.5, 1.6), the remnants tend to take the form of threads running axially (parallel to the long axis of the vessel element). Transitions between the weblike and threadlike plates are illustrated in figures 1.3 and 1.4. The perforations of lllicium cambodianum vessel elements (figs. 2.7-2.10) range from porose (fig. 2.7) to threadlike (figs. 2.8-2.10). Some tearing is evident in figure 2.7 (lower right). The sparsity of pit membrane remnants in figures 2.9 (top perforation) and 2.10 (center) is probably indicative of artifact formation. Greater tension on some perforations during handling or processing than on others may account for breakage of threads (note that perforation at the top [fig. 2.9] and in the center [fig. 2.10] are wider than adjacent perforations). Threadlike pit membrane remnants predominate in this specimen of /. cambodianum, and formation of axially oriented strands is suggested by the relatively large and elongate pores in pit membranes of figure 1.7. In lllicium ekmanii (figs. 2.1 1, 2.12), the number of perforation plates that could be observed was limited because of the use of twig material with small diameter. However, two distinctive types are illustrated: weblike (fig. 2.11) and threadlike (fig. 2.12). The vessels of lllicium cauliflorum are exceptionally long, with slender bars; few vessel elements with fewer than 100 bars per perforation plate were observed. Most of the perforations were clear of pit membrane remnants (fig. 3.13). Debris is often visible in perforation plates of /. cauliforum (fig. 3.13), as well as perforation plates of the other species. Intact membranes with relatively coarse pores (fig. 3.14) or with relatively small pores (figs. 3.15, 3.16), although uncommon, were observed. Pit membrane remnants in the perforations of lllicium majus (figs. 3.16-3.19) are often restricted to the ends of the perforations. The four perforation plates illustrated give an idea of the varied appearances that may be seen in the lateral ends of the perforations: laminar with small pores (fig. 3.16), large holes transitional to webs (fig. 3.17), porose or weblike (fig. 3.18), and pores transitional to strands (fig. 3.19). Of all species of lllicium examined, pit membrane remnants are most abundantly represented in lllicium griffithii. Laminar intact pit membranes, with minimal lysis in the form of circular

Fig. 1 SEM photographs of portions of perforation plates from radial sections of lllicium amsatum wood. Fig. 1.1, "Imperforate perforation plate" in which small pores are present in pit membranes; torn or ripped appearances are judged to be artifacts. Fig. 1.2, Ends (rips) of three perforations showing areas ol pit membrane without porosities (at extreme right in perforations) and with thick weblike texture elsewhere. Fig. 1.3, Loose weblike pit membrane remnants in upper perforations, contrasting with more threadlike remnants in the lower perforation. Fig. 1.4, Pit membrane remnants intermediate between weblike and threadlike appearances. Fig. 1.5, Four perforations in which pit membranes take the form of anastomosing threads running in an axial direction. Fig. 1.6, Five perforations thai contain sparse threadlike pit membrane remnants running in an axial direction. Scale bars = 3 j*m.

v\ fc»w\\%\\ 8 H MNtWIRi Oi* «. * # : * ^ 11 Fig. 2 SEM photographs of portions of perforation plates from radial sections of lllicium wood. Figs. 2.7-2.10, lllicium cambodianum. Fig. 2.7, Perforations with maximal retention of pit membrane remnants. Fig. 2.8, Threadlike pit membrane remnants running in an axial direction. Fig. 2.9, Threadlike pit membrane remnants with a small amount of anastomosis in lower perforation; absence of remnants in upper perforation is judged to be an artifact; borders of perforations evident. Fig. 2.10, Anastomosing threadlike pit membrane remnants well preserved in upper and lower perforations but less evident in central perforation because of tearing in handling. Figs. 2.11, 2.12, lllicium ekmanii. Fig. 2.11, Weblike pit membrane remnants. Fig. 2.12, Sparse threadlike pit membrane remnants, some broken or distorted. Scale bars = 3 f*m. OS

M?,.**.*-??. ->r.'v.'r '.T.fSafc Fig. 3 SEM photographs of portions of perforation plates from radial sections of Illicium wood. Figs. 3.13 3.15, llliciiim cauliflorum. Fig. 3.13, Tip of perforation plate showing one forked bar, absence of pit membrane remnants (some debris present). Fig. 3.14, Perforation in which pores in pit membrane are large. Fig. 3.15, Perforation in which pores in pit membrane are relatively small but various in size. Figs. 3.16-3.19, Illicium mains, pit membrane remnants in ends of perforations. Fig. 3.16, Laminar pit membrane remnants bearing small pores. Fig. 3.17, Weblikc pit membrane remnants; borders of perforations evident. Fig. 3.18, Pit membrane remnants showing transition between porose and weblike pattern. Fig. 3.19, Pit membrane remnants transitional, between weblike and threadlike. Scale bars = 3 /tm in all except fig. 3.13, in which bar = 10 pirn. 759

"60 INTERNATIONAL JOURNAL OF PLANT SCIENCES or oval pores, were observed in a few perforation plates (fig. 4.20). A greater degree of pore formation, consisting mostly of axially elongate holes, is evident in the perforations shown in figure 4.21; perforation plates with such extensive retention of pit membranes are not abundant. Pores of various sizes as well as large holes occur in the perforations shown in figure 4.22. In figure 4.23, the pores are more nearly uniform in size, and there is a tendency because of the axial elongation of the pores for one to think of these pit membrane remnants as transitional to the axially oriented threads so frequently seen in pit membrane remnants of Ulicium. A meshwork consisting mostly of relatively large holes is featured in the perforations (fig. 4.24). Minimal retention of pit membrane remnants characterizes the perforations of figure 4.25, in which a single thread (upper left) as well as shrunken knoblike pit membrane bits along the edges of the perforations may be seen. The illustrations selected for perforations of Ulicium paruiflorum Michaux (figs. 5.26-5.29) are not the most abundant conditions because this species shows less retention of pit membrane remnants in perforations (fig. 5.29) than do the other species. At upper and lower ends of perforation plates of Ulicium in which pit membrane remnants are present, there may be one or two potential perforations in which pit membranes are entirely intact (fig. 5.26); this is common in all species. The occurrence of the three holes in the uppermost pit membrane of figure 5.26 appears natural. Likewise, although some tearing is present, most of the holes and pores of the pit membranes in figure 5.27 are not artifacts and do not have characteristics of artifacts. Pit membrane portions are restricted to the ends (tips) of the perforations (fig. 5.28); in this figure, a few coarse threads or strands running in an axial direction can be seen. Helical Thickenings Two species were selected for illustration of helical thickenings by means of SEM. In /. anisatum (fig. 5.30), helical thickenings are inconspicuous and tend not to be continuous; rather, ends of thickenings fade into the wall surface, as in /. parviflorum. In /. majus, on the contrary, thickenings are more pronounced and continue down the vessel wall without discontinuities (fig. 5.31). Discussion and Conclusion SEM photographs of pit membrane remnants of Ulicium cubense and Ulicium tashiroi (Carlquist 1992), together with those of Ulicium floridanum (Schneider and Carlquist, in press) and the seven species of this study, present a coherent and distinctive pattern. Because none of the species we studied show a unique pattern in presence of pit membrane remnants, we believe that similar patterns probably characterize the entire genus (42 spp.). Retention of pit membrane remnants varies from extensive sheets occluding what would be perforations, to barely discernible remnants along the edges of the perforations. In most perforation plates, some remnants crossing portions of the perforations are present. Pit membrane remnants are particularly common at lateral tips of perforations. Porose sheets of pit membrane material occur in some perforation plates of Ulicium, but more commonly, the remnants take the form of threads or webs. The threads run axially (parallel to the long axis of the vessel). The commonness of the axially oriented threads in Ulicium contrasts with forms of membrane remnants typical of perforation plates in other genera of dicotyledons (Meylan and Butterfield 1978; Carlquist 1992). In some species of Ulicium, pit membrane remnants are more extensive (e.g., Ulicium griffithii), in others less so (e.g., Ulicium parviflorum). The distinctive patterns observed in Ulicium are essentially natural phenomena in our opinion, in agreement with the comments of other authors who have reported pit membrane remnants in perforation plates in dicotyledons. Artifacts do occur, chiefly in the form of tearing or ripping of pit membrane portions, and are easily separated from natural occurrences in our opinion. These artifacts are mostly attributable to handling and processing of sections. The basic patterns of the pit membrane remnants aside from these artifacts reflect a natural lysis of the pit membrane as the vessel element matures, probably exaggerated somewhat by the action of the conductive stream. We believe that porose pit membrane remnants represent an initial stage in conversion of an end wall into a perforation plate, as evidenced in Trochodendron (Carlquist and Schneider 2002). Conceivably, evolutionary loss of vessels might also feature such a stage. However, the pit membrane remnants in Ulicium vessel elements seem to represent a terminal stage in the transition between tracheids and vessel elements. The occurrence of pit membrane remnants was considered a vestige of tracheid-like structure earlier (Carlquist 1992) because of the systematic distribution of these remnants in dicotyledons and the presence of other primitive vessel features in the genera in which these remnants are present. Two families of Illiciales have also been reported to have pit membrane remnants in perforations: Austrobaileyaceae (Carlquist 2001) and Schisandraceae (Carlquist 1999). The pit membrane remnants in these families are less extensive than those of Illiciaceae, presumably because scandent dicotyledons show accelerated specialization of perforation plates as compared with their closest relatives (Carlquist 1975). Pit membranes remnants are not restricted to dicotyledons; they are widespread in ferns (Carlquist and Schneider 2001) and characterize vessels in primitive monocotyledons such as Araceae (Carlquist and Schneider 1998; Schneider and Carlquist 1998). Further exploration of vessels in vascular plants with SEM will aid in refining our understanding of the phylogenetic significance of pit membrane remnants. With respect to morphology of perforation plates, Ulicium is typical of primitive dicotyledon families: bars are numerous (averaging more than 100 in Ulicium cauliflorum). A few forked bars are present (Carlquist 1982), and anastomosis of bars may be found in some species, such as /. parviflorum (fig. 5.29), /. cubense A. C. Smith (Carlquist 1982), and other species. Markedly aberrant plates that resembled transitional patterns of pitting were figured for Ulicium anisatum (Carlquist 1982, figs. 13, 14). Helical thickenings are reported on lateral walls of vessels in three Ulicium species. These thickenings are not typical for dicotyledons in that they are few and sparse. Interestingly, the trend in Ulicium follows that of other families (Carlquist

» *! VI * *V' ;* fv'^vwr ^*V:$>* i.\ i <- <. * 20 1 \ 21? »;%»&>. * ^ *«.«(MM*** * 4*»*»4VW*'».»».*» ^*» I ^ V ^'ittsvli* 22 23 24 Fig. 4 St.VI photographs of portions of perforations plates from radial sections of lllicium griffitbn wood. Fig. 4.20, "Imperforate perforations" in which the pit membranes contain numerous small pores. Fig. 4.21, Fnds of perforations in which pit membranes contain larger pores. Fig. 4.22, Perforations in which some small pores are present, but in which large pores (some possibly the result or coalescence) are also present. Fig. 4.23, Perforations in which pit membrane remnants show a pattern intermediate between porose and coarsely threadlike. Fig. 4.24, Pit membrane remnants composed of anastomosing threads. Fig. 4.25, Ends of perforations showing one threadlike pit membrane remnant (upper left), plus a few irregularities, representing minimal pit membrane presence, along edges of perforations. Scale bars = 3 p.m.

Fig. 5 SEM photographs of vessel details from radial sections of Illicium wood. Figs. 5.26-5.29, Portions of perforation plates, Illicium parviflorum. Fig. 5.26, Perforations from end of perforation plate; three pores present in uppermost perforation, hut lower "perforations" contain intact pit membranes. Fig. 5.27, Ends of perforations showing various degrees of pore presence and various sizes of pores in pit membranes. Fig. 5.28, Threadlike pit membrane remnants, plus vestiges of pit membranes in ends of perforations (tears indicative of artifact formation). Fig. 5.29, Portion of perforation plate with anastomosing bars. Figs. 5.30, 5.31, Lumen surface of vessel walls to show presence of helical thickenings. Fig. 5.30, Illicium anisatum; thickenings are inconspicuous and fade into wall surface. Fig. 5.31, Illicium majus; thickenings are prominent but sparse. Scale bars = 3 jtm except in figs. 5.30 and 5.31, in which bars = 10 jim.

CARLQUIST & SCHNEIDER ILLICIVM VESSELS 763 1975): helical thickenings are more frequent and more pronounced in species of colder regions. The species of lllicium in which helical thickenings are reported occur in localities where frost typically occurs in winter, whereas lllicium species for which helices have not been reported occur in localities where frost is absent or infrequent, lllicium anisatum occurs in montane southern Japan; /. floridanum ranges from northern Florida to Louisiana; lllicium majus occurs at lower elevations in southern China (230 m) but higher elevations (to 2000 m) in Tonkin and Myanmar (Smith 1947). Acknowledgments We thank Dennis Stevenson and Lisa Campbell of the New York Botanical Garden for wood from herbarium specimens. Sectioning blocks from xylarium specimens were provided through the kindness of Regis Miller (U.S. Forest Products Laboratory) and Stanley Yankowski (U.S. National Museum of Natural History). William L. Stern of the Department of Botany, University of Florida, kindly provided the material of lllicium parviflorum. Literature Cited Butterfield BG, BA Meylan 1982 Cell wall hydrolysis in the tracheary elements of the secondary xylem. Pages 71-84 in P Baas, ed. New perspectives in wood anatomy. Nijhoff/Junk, The Hague. Cariquist S 1975 Ecological strategies of xylem evolution. University of California Press, Berkeley. 1982 Wood anatomy of lllicium (llliciaceael: phylogenetic, ecological, and functional interpretations. Am J Bot 69:1587-1598. 1992 Pit membrane remnants in perforation plates of primitive dicotyledons and their significance. Am J Bot 79:660-672. 1999 Wood and bark anatomy of Schisandraceae: implications for phylogeny, habit, and vessel evolution. Aliso 18:45-55. 2001 Observations on the vegetative anatomy of Austrobaileya: habital, organography and phylogenetic conclusions. Bot J Linn Soc 135:1-11. Cariquist S. EL Schneider 1998 Origin and nature of vessels in monocotyledons. 5. Araceae subfamily Colocasioideae. Bot J Linn Soc 128:71-86. 2001 Vessels in ferns: structural, ecological, and evolutionary significance. Am J Bot 88:1-13. 2002 The tracheid-vessel element transition in angiosperms involves multiple independent features: cladistic consequences. Am J Bot 89:185-195. Metcalfe CR, L Chalk 1983 Anatomy of the dicotyledons. 2d ed. Wood structure and conclusions of the general introduction. Vol 2. Clarendon, Oxford. Meylan BA, BG Butterfield 1978 The structure of New Zealand woods. New Zealand Department of Scientific and Industrial Research, Wellington. Ohtani J, S Ishida 1978 An observation on the perforation plates in Japanese dicotyledonous woods using scanning electron microscopy. Res Bull Coll Exp For Coll Agric Hokkaido Univ 35:65-98. Schneider EL, S Cariquist 1998 Origin and nature of vessels in monocotyledons. 4. Araceae subfamily Philodendroideae. J Torrey Bot Soc 125:253-260. In press Perforation plate diversity in lllicium floridanum (IIliciaceae) with respect to organs, provenance, and microtechnical methods. Sida. Smith AC 1947 The families Illiciaceae and Schisandraceae. Sargentia 7:1-234.