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The Pennsylvania State University The Graduate School Department of Biology INVESTIGATING EVOLUTION OF PLANT DEVELOPMENT IN BASAL ANGIOSPERMS A Dissertation in Biology by Barbara Joanne Bliss 2008 Barbara Joanne Bliss Submitted in Partial Fulfillment of the Requirements for the Degree of Doctor of Philosophy December 2008

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Page 1: INVESTIGATING EVOLUTION OF PLANT DEVELOPMENT IN …

The Pennsylvania State University

The Graduate School

Department of Biology

INVESTIGATING EVOLUTION OF PLANT DEVELOPMENT

IN BASAL ANGIOSPERMS

A Dissertation in

Biology

by

Barbara Joanne Bliss

2008 Barbara Joanne Bliss

Submitted in Partial Fulfillment

of the Requirements

for the Degree of

Doctor of Philosophy

December 2008

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The dissertation of Barbara Bliss was reviewed and approved* by the following:

Hong Ma

Professor of Biology

Dissertation Co-Advisor

Co-chair of Committee

Claude dePamphilis

Professor of Biology

Dissertation Co-Advisor

Co-chair of Committee

Paula McSteen

Assistant Professor

Siela Maximova

Research Associate

Doug Cavener

Professor of Biology

Head of the Department of Biology

*Signatures are on file in the Graduate School

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ABSTRACT

Understanding the evolution of modern plants requires integrating findings from

several disciplines, including plant physiology and development, molecular genetics, and

genomics. Observations from model and non-model plants are brought together in a

phylogenetic framework to derive hypotheses about how plant development evolved to

generate the abundant diversity we see today. Testing those hypotheses requires a plant

model system with the appropriate phylogenetic perspective: that of a basal lineage. The

greatest diversity of plants today is among the angiosperms (flowering plants), a lineage

which arose only about 160 million years ago. The most successful of these are the

monocot and core eudicot flowering plant lineages, from which current plant model

experimental systems are derived. For questions about the evolution of angiosperm

development, a plant model from among the basal lineages is required.

In addition to phylogenetic perspective, model systems possess features and

degrees of availability, representation, and utility not found in other members of the taxa

to which they belong. For all organisms, culturing requirements are central determinants

of utility, but for studying the evolution of plant development, amenability to studies

employing methods of genomics, genetics, molecular and developmental biology are also

required. This dissertation describes the search for and selection of a proposed basal

angiosperm experimental model, Aristolochia fimbriata, along with the development of

initial technologies required for testing hypotheses about the evolution of plant

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development. Culturing, hand pollination, genetic transformation, and in vitro

micropropagation and regeneration methods are described herein.

Genes involved in flower form and architecture have been particularly important

in the evolution of angiosperm diversity. The TCP gene family, so named for its founding

members (TEOSINTE BRANCHED1, CYCLOIDEA, PROLIFERATING CELL FACTOR)

has been shown to play important roles in evolution of form in both monocots and

eudicots. Prior functional and phylogenetic analyses of this gene family revealed clades

of TCP genes with two different kinds of gene function. Since then, additional sequence

data from basal lineages and new studies providing insight into TCP gene function have

become available. Together, these warrant an updated phylogeny and review of this

important gene family. Preliminary phylogenetic analyses of the TCP gene family is

described as a foundation for conducting future expression and functional analyses. A.

fimbriata has floral and vegetative features that will facilitate evaluating the role of TCP

genes in evolution of angiosperm form, and advance the use of this species as a basal

angiosperm model system.

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TABLE OF CONTENTS

LIST OF FIGURES ..................................................................................................... ix

LIST OF TABLES ....................................................................................................... xii

LIST OF ABBREVIATIONS ...................................................................................... xiv

ACKNOWLEDGEMENTS ......................................................................................... xvii

Chapter 1 Introduction ................................................................................................ 1

Innovations in land plants ..................................................................................... 2

Bryophytes and tracheophytes: Controlling water and gravity ..................... 2 Spermatophytes: Efficient reproduction ........................................................ 6

Angiosperms: “Flowering” plants ................................................................. 8 Angiosperm phylogeny ......................................................................................... 11

Phylogenetic analysis .................................................................................... 11

Selection of sequence data ............................................................................. 12 Basal angiosperms ................................................................................................ 14

Tracheary elements ........................................................................................ 16 Double fertilization ........................................................................................ 17

Flower ............................................................................................................ 18 Floral developmental genetics .............................................................................. 23

Floral organ identity model ........................................................................... 23 Genes involved in floral organ identity ......................................................... 25 Broader applications ...................................................................................... 29

Basal angiosperm model ....................................................................................... 30 Transformation systems ................................................................................. 31

Regeneration systems .................................................................................... 33 Overview of dissertation ....................................................................................... 34

Chapter 2 Aristolochia fimbriata: A proposed experimental model for basal

angiosperms .......................................................................................................... 37

Abstract ................................................................................................................. 41 Introduction ........................................................................................................... 42 Results................................................................................................................... 47

Evaluation of potential models in basal angiosperm orders and families ..... 47 Aristolochiaceae candidates considered ........................................................ 50

Physical and life cycle features of Aristolochia fimbriata ............................ 52 A phylogenetic perspective of genome sizes ................................................. 55 Methods for genetics ..................................................................................... 57

Discussion ............................................................................................................. 60

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Aristolochia fimbriata has many characteristics of a valuable

experimental model ................................................................................ 60

Aristolochia fimbriata is well positioned for studies of the evolution of

development ........................................................................................... 61 Aristolochia contains highly developed biochemical pathways offering

insight into evolution of biochemical synthesis and coevolution with

insects ..................................................................................................... 64

Aristolochia can provide insight into development of woodiness ................. 66 Aristolochia can reveal features of the ancestor common to monocots

and eudicots ............................................................................................ 67

Growing genomic resources in Aristolochiaceae support further

development of model system ................................................................ 68 Conclusion ............................................................................................................ 71

Materials & Methods ............................................................................................ 72 Cultivation ..................................................................................................... 72

Genome sizing ............................................................................................... 73 Phylogenetic analysis .................................................................................... 73 Pollination experiments ................................................................................. 74

Genetic transformation .................................................................................. 75 Genomic PCR analysis .................................................................................. 76

Genetic transformation .................................................................................. 77 Supplemental Material ................................................................................... 77

Acknowledgements ....................................................................................... 78 Cultivation Supplement ........................................................................................ 82

Background .................................................................................................... 82 Perianth maturation ....................................................................................... 83 Hand pollination methods .............................................................................. 84

Pollination is prevented with pollination bags .............................................. 86 Day two autogamous pollinations are most successful ................................. 87

Self-compatibility in Aristolochia elegans .................................................... 88 Seed germination methods ............................................................................ 88

Effect of seed age on germination ................................................................. 89

Chapter 3 In vitro propagation, shoot regeneration and rooting protocols for

Aristolochia fimbriata, potential model plant for basal angiosperms ................... 95

Abstract ................................................................................................................. 97 Introduction ........................................................................................................... 99 Materials and Methods ......................................................................................... 102

Plant material ................................................................................................. 102

Micropropagation initiation and multiplication ............................................. 103 In vitro rooting ............................................................................................... 106 Shoot regeneration from whole leaf explants ................................................ 107 Shoot regeneration from petiole and stem sections ....................................... 108

Results................................................................................................................... 110

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Micropropagation and in vitro rooting .......................................................... 110 Shoot regeneration ......................................................................................... 113

Discussion ............................................................................................................. 118 Conclusions........................................................................................................... 119 Acknowledgements ............................................................................................... 120

Chapter 4 TCP gene family evolution ........................................................................ 122

Founding members: TB1, CYC, and PCF ............................................................. 123

TCP gene functions ............................................................................................... 125 Class I TCP proteins ...................................................................................... 125

Class II TCP proteins ..................................................................................... 126 Class III TCP proteins ................................................................................... 130

Evolution by changing gene interactions .............................................................. 131 Regulation by methylation .................................................................................... 132

Materials and Methods ......................................................................................... 135 Automated pipeline ....................................................................................... 135

Verification of sequences .............................................................................. 135 Results................................................................................................................... 137

Sequence collection ....................................................................................... 137

Alignments .................................................................................................... 139 Phylogenetic analysis .................................................................................... 139

Discussion ............................................................................................................. 144

Chapter 5 Retrospective and future direction for studies of evolution of

development in basal angiosperms ....................................................................... 151

Improving the Aristolochia fimbriata transformation system .............................. 153

Evolution of gene function in basal angiosperms ................................................. 159

Appendix A Whole genome comparisons reveal intergenomic transfers ................... 161

Abstract ................................................................................................................. 162 Introduction ........................................................................................................... 163 Methods ................................................................................................................ 164

Sequence selection, alignment, and phylogenetic analysis ........................... 164 Comparing distributions of frequencies of similarity scores ......................... 166 Amplification and sequencing ....................................................................... 167

Results................................................................................................................... 168

Discussion ............................................................................................................. 179 Acknowlegements ................................................................................................. 180

Appendix B Cultivation Supplement .......................................................................... 181

Seed germination experiments .............................................................................. 182 Germinating in toweling ....................................................................................... 189

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Seed storage experiments ..................................................................................... 191 Inducing flowering ................................................................................................ 194

Hand pollination ................................................................................................... 198 Recording pedigree ............................................................................................... 205

Example 1: ..................................................................................................... 206 Example 2: ..................................................................................................... 207

Possible mutants ................................................................................................... 208

Literature cited ............................................................................................................. 210

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LIST OF FIGURES

Figure 1-1: Evolution of major innovations in embryophytes. ................................... 4

Figure 1-2: Angiosperm flowers. ................................................................................ 10

Figure 1-3: A consensus phylogeny of angiosperms. ................................................. 16

Figure 1-4: Floral specializations................................................................................ 20

Figure 2-1: Angiosperm phylogeny based on Stevens (2007)

(http://www.mobot.org/MOBOT/research/APweb/welcome.html). .................... 44

Figure 2-2: Overall approach for selecting a basal angiosperm model system. .......... 49

Figure 2-3: Genome sizes in basal angiosperm families updated with Cui et al.

(2006) and Bennett and Leitch (2005), shown on logarithmic scale.. .................. 50

Figure 2-4: Diversity of flower and growth forms in Aristolochiaceae.. .................... 53

Figure 2-5: Aristolochia fimbriata ............................................................................... 54

Figure 2-6: Phylogenetic relationships among sampled Aristolochiaceae, with

Tasmannia lanceolata (Cannelleales) as outgroup. .............................................. 56

Figure 2-7: Green fluorescent protein expression in Aristolochiaceae. ...................... 60

Figure 2S-1: Aristolochia fimbriata flower. ............................................................... 84

Figure 2S-2: Hand pollination, A. fimbriata ............................................................... 85

Figure 2S-3: Aristolochia fimbriata genotype and perianth detail. ............................ 93

Figure 2S-4: Phylogram of Aristolochiaceae relationships, showing minimal

variation in branch lengths within Aristolochiaceae. ........................................... 94

Figure 3-1: Aristolochia fimbriata regeneration. ........................................................ 105

Figure 3-2: Schematic representation of micropropagation and regeneration

protocols of A. fimbriata. ...................................................................................... 111

Figure 4-1: Supertribe 777, MUSCLE alignment of amino acids. ............................. 140

Figure 4-2: Supertribe 1148, MUSCLE alignment of amino acids. ........................... 141

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Figure 4-3: Supertribe 2066, MUSCLE alignment of amino acids. ........................... 142

Figure 4-4: RaxML phylogenetic analysis of TCP domain-containing sequences

from automated pipeline ....................................................................................... 143

Figure 4-5: Neighbor joining tree and expression pattern of TCP genes in rice and

Arabidopsis from Yao et al. (2007). ..................................................................... 145

Figure 4-6: Unrooted ML tree of 126 TCP proteins from land plants from

(Navaud et al., 2007). ........................................................................................... 147

Figure 4-7: Classes 1, 2, 3 TCP sequences ................................................................. 148

Figure 4-8: Class 1 (PCF-like) TCP sequences.. ........................................................ 149

Figure 4-9: HMM logo PFAM03634. ......................................................................... 150

Figure 5-1: Evaluating Kanamycin (Kan) as selection agent.. ................................... 156

Figure 5-2: GFP expression in A. fimbriata roots. ...................................................... 158

Figure A-1: MultiPipMaker plots of organelle genome sequences aligned to

chloroplast target genome sequences. ................................................................... 169

Figure A-2: Frequency of high identity regions in alignments of real and

simulated mitochondrial to chloroplast genome sequences. ................................. 171

Figure A-3: Distribution of similarity scores for 100 bp windows from 17

pairwise alignments of mt genome sequence or simulated mt genome

sequence to cp genome sequence ......................................................................... 173

Figure A-4: Strict consensus trees from NJ analysis with PAUP* (500 bootstrap

replicates) using aligned coding sequences from cp and mt genomes. ................ 176

Figure A-5: Successful amplification of psbA (A, C), rbcL (B, D), and ycf1 (E, F),

from the Arabidopsis thaliana (A, B, E) chloroplast and (C, D, F)

mitochondrial genomes. ........................................................................................ 177

Figure A-6: Strict consensus trees from PAUP* (500 bootstrap replicates)

analysis of aligned coding sequences from cp and mt genomes. ......................... 178

Figure B-1: Seeds planted in varying conditions on 9/28/2006. ................................. 183

Figure B-2: Comparing effects of light on germination of seeds planted on ½ MS

media.. ................................................................................................................... 184

Figure B-3: Comparing seed germination on wet filter paper or medium. ................. 185

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Figure B-4: Comparing effect of light on germination of seeds planted in wet

toweling.. .............................................................................................................. 186

Figure B-5: Effects of light on germination of seeds planted in wet toweling. .......... 187

Figure B-6: Comparing effect of light on germination of seeds planted on soft

media. .................................................................................................................... 188

Figure B-7: Toweling germination method.. .............................................................. 189

Figure B-8: Short term effects of seed age on germination. ....................................... 192

Figure B-9: Longer-term effects of seed age on germination.. ................................... 193

Figure B-10: Inducing blooms .................................................................................... 195

Figure B-11: A. fimbriata produces successive axillary blooms along the shoot. ...... 196

Figure B-12: A. fimbriata in bloom.. .......................................................................... 197

Figure B-13: Pollination bag. ...................................................................................... 199

Figure B-14: Pollination bag attachment detail. ......................................................... 200

Figure B-15: Day of anthesis. ..................................................................................... 201

Figure B-16: Gynostemium ........................................................................................ 202

Figure B-17: Self-pollination in a day two flower ...................................................... 203

Figure B-18: Inferior ovary. ........................................................................................ 204

Figure B-19: Abnormal seedlings.. ............................................................................. 209

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LIST OF TABLES

Table 2-1: Homologs of genes involved in development, cell wall biosynthesis,

and response to biotic and abiotic stress revealed in preliminary sequencing

of two cDNA libraries constructed from combined A. fimbriata tissues. ............ 69

Table 2S-1: A summary of relevant basal angiosperm characteristics. ...................... 79

Table 2S-2: Cultivation features of 25 Aristolochiaceae taxa evaluated, with

findings. ................................................................................................................ 81

Table 2S-3: Evaluating self-compatibility in A. fimbriata. ........................................ 86

Table 2S-4: Percent fruit set (sample size) in A. elegans resulting from hand

pollinations of flowers on days 1-4 with autogamous, geitonogamous and

xenogamous pollen from flowers on days 1-3. ..................................................... 88

Table 2S-5: Genome sizes, vouchers, sources and accessions for sequence data

used.. ..................................................................................................................... 90

Table 3-1: Media formulations for micropropagation and shoot organogenesis. ....... 105

Table 3-2: The effect of plant growth regulators on axillary shoot proliferation at

21 days after culture initiation. ............................................................................. 112

Table 3-3: Effect of indole-3-butyric acid (IBA) on rooting of shoots multiplied

in vitro. .................................................................................................................. 113

Table 3-4: Direct organogenesis of Aristolochia fimbriata from whole leaf

explants.. ............................................................................................................... 114

Table 3-5: Shoot regeneration of petiole and stem explants. ...................................... 116

Table 3-6: Shoot regeneration, rooting and acclimation of plants regenerated

from petiole and stem explants from plants maintained in REN2 medium. ......... 117

Table 4-1: Arabidopsis thaliana (At) and Oryza sativa ssp. japonica (Os) TCP

genes from Yao et al. (2007) and Navaud et al. (2007) ........................................ 136

Table 4-2: Three supertribes of genomic sequences comprise Arabidopsis and

rice genes of interest. ............................................................................................ 137

Table 4-3: Genomic sequences containing TCP domain (PFAM domain 03634). .... 138

Table A-1: List of species and GenBank accessions for 25 organelle genome

sequences.. ............................................................................................................ 165

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Table A-2: Primers to amplify chloroplast genes from Arabidopsis cp and mt

genomes. ............................................................................................................... 167

Table A-3: Locations of chloroplast-specific sequences in pairwise alignments of

mt genome sequences with cp genome sequences. .............................................. 175

Table B-1: Pedigree record, example 1. ...................................................................... 206

Table B-2: Pedigree record, example 2. ...................................................................... 207

Table B-3: Pedigree and incidence of “tricots.” ......................................................... 208

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LIST OF ABBREVIATIONS

6BA: 6-benzoamino-purine

AAGP: Ancestral Angiosperm Genome Project (NSF DEB 0638595)

AG: AGAMOUS

AGL6: AGAMOUS-Like 6

AP1: APETAL1

bp: base pairs

CaMV: cauliflower mosaic virus

cp: chloroplast

CUC: CUP-SHAPED COTYLEDON

cup: cupuliformis

CYC: CYCLOIDEA

DICH: DICHOTOMA

DIV: DIVARICATA

EGFP: enhanced green fluorescent protein

ERF: ethylene responsive factor

EST: expressed sequence tags

FGP: Floral Genome Project (NSF DBI-0115684)

GFP: green fluorescent protein

HGT: Horizontal gene transfer

IBA: indole-3-butyric acid

Kan: kanamycin

MADS: MCM, AGAMOUS, DEFICIENS, SRFC

MAX: MORE AXILLARY GROWTH

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MI: micropropagation initiation medium

MP: micropropagation medium

MS: Murashige and Skoog (basal medium)

mt: mitochondrial

mya: million years ago

NAA: -naphthalene acetic acid

nptII: neomycin phosphotransferase

orf: open reading frame

PCF: proliferating cell factor

PCNA: proliferating cell nuclear antigen

PCR: polymerase chain reaction

petG: cytochrome b6/f complex subunit 5

PGR: plant growth regulator

pip: percent identity plot

PGR: plant growth regulator

psaA: photosystem I P700 apoprotein A1

psbA: photosystem II reaction center polypeptide D1

psbD: photosystem II reaction center protein D2

QTL: quantitative trait loci

rbcL: ribulose 1, 5–bisphosphate carboxylase/oxygenease, large subunit

RAD: RADIALIS

REN1, REN2: root elongation media one and two

RI: root initiation medium

SI: shoot induction medium

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SR: shoot regeneration medium

TB1: TEOSINTE BRANCHED1

TCP: TB1, CYC, PCF

TDZ: thidiazuron

ycf1, ycf2: large orf common in angiosperm chloroplast genomes

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ACKNOWLEDGEMENTS

I would like to thank my committee, for their individual support and collective

service on my behalf. In the lab of Dr. Claude dePamphilis, I conceived of my project

and brought it to bear, a feat I certainly could have done nowhere else. The hand of Dr.

Hong Ma kept me guided firmly toward my goal; providing me with technical expertise

and supporting my interest in classical and molecular genetics. Dr. Siela Maximova has

been an unfailing inspiration, even when all else failed, and Dr. Paula McSteen has

served to moderate and tell me plainly what the outcome should look like. My work at

Penn State was supported in 2002-03 by a University Graduate Fellowship from the

graduate school of Penn State University and a Braddock Fellowship from the Eberly

College of Science. During 2003-08, the work was supported by NSF grants DBI0115684

(Floral Genome Project) and DEB 0120705 (Ancestral Angiosperm Genome Project) to

Claude dePamphilis, Teaching Assistantships from the Department of Biology, and travel

grants from the Floral Genome Project. I received another Braddock Fellowship from the

Eberly College of Science in 2008.

I deeply appreciate my colleagues and mentors. My lab mates Jill R. Duarte, Yan

Zhang, and most especially Joel McNeal shared their expertise. Jim Leebens-Mack, Kerr

Wall, Paula Ralph, and Ali Barakat provided the eagle‟s perspective, and Laura Zahn

contributed the outsider‟s viewpoint, encouragement, and friendship. My training has

also been shaped by the excellent habits of Sharon Pishak and the focus and

determination of Stefan Wanke.

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I am grateful to my family and friends who recklessly urged me to embark on this

endeavor, knowing I would not rest until I had done so. They have not ceased to remind

me that despite circumstances encountered along the way, this was - and is - the right

path for me. I especially want to acknowledge the sacrifices of my two children, who

gave up so much of Mom just so that she could go to school to get a job that she liked. I

hope they, too, will not hesitate to go to school to get a job that they like, and that if they

are also parents when they do, that their children give them just as hard a time as they

have given me. They have been the wind beneath my wings; which has been, indeed, the

wind of a firestorm threatening me with certain immolation if I do not rise high, quickly

enough

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Chapter 1

Introduction

Research into the evolution of plant development aims to understand the

mechanisms which have given rise to the wide variety of plants we observe today (Raff,

2000). The most speciose extant plant lineage is that of the angiosperms, with over

250,000 species. In the angiosperms, the innovations of flower, fruit, and double

fertilization supported such a rapid radiation of diversity that Darwin described it as an

“abominable mystery” (1903). Although the origins of the angiosperms have seemed

enigmatic, as the disciplines of developmental biology (from early embryology),

genetics, molecular biology, molecular evolution, and modern genomics are brought to

bear, Darwin‟s “abominable mystery” is giving way to a rudimentary understanding of

processes involved in the evolution of angiosperm development (Friedman et al., 2004).

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Innovations in land plants

"Ontogeny (embryology or the development of the individual) is a concise and

compressed recapitulation of phylogeny (the paleontological or genealogical

series) conditioned by laws of heredity and adaptation." (Haeckel, 1909)

The evolution of development that led to the flowering plant lineage was directed

and limited by development that had occurred previously, and had proved to be

advantageous. Development in an individual flowering plant does not strictly recapitulate

the evolutionary history of angiosperms, but major changes in form and organization can

be identified in the lineage leading to land plants (embryophytes) since they last shared a

common ancestor with charophycean algae (Endress, 2006; Qiu et al., 2007). Thus, it is

necessary to study the predecessors of flowering plants in order to recognize and

construct hypotheses about what features evolved to give rise to the flowering plants.

What follows is a brief review of the major vegetative and reproductive innovations in

land plants leading to the success of the angiosperm lineage.

Bryophytes and tracheophytes: Controlling water and gravity

Early adaptive changes required for successful colonization of land arose around

480 million years ago (mya) in the Ordovician period, in an aquatic common ancestor the

embryophytes shared with Characeae (Karol et al., 2001; Judd et al., 2002; Simpson,

2006). These early adaptations included apical development and phragmoplastic cell

division, necessary for producing land plant architecture. Cellulosic cell walls and

specialized gametangia (antheridia and archegonia) with encased egg cells (cortication)

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contributed to the ability to survive drying conditions of land, particularly for

reproductive structures (Figure 1-1).

Land plants appeared in the lower Silurian (approx 430 mya) and shared further

adaptations, including a cuticle and jacketed gametangia to further protect the gametes

and embryo from desiccation (Figure 1-1) (Qiu, 2008). The basal nonvascular

embryophytes are known as the bryophytes and include the mosses, hornworts, and

liverworts (Figure 1-1) (Nickrent et al., 2000). The genome sequence of the moss

Physcomitrella patens (Physcomitrella) (Qiu et al., 2007), reveals a loss of genes

required for success in an aquatic environment, and acquisition of new genes required for

long-term success on land (Qiu et al., 2006; Rensing et al., 2008). The Physcomitrella

genome sequence contains evidence of a single large-scale genome duplication event,

which would have supported the birth of new genes by providing the raw material for

innovation (Ohno, 1970; Howarth and Donoghue, 2005; Rensing et al., 2008). Sequence

similarity with the modern angiosperms Arabidopsis thaliana (Arabidopsis) or Oryza

sativa (Oryza) (Rensing et al., 2008) reveals acquisition or expansion of genes

functioning in desiccation and UV tolerance, in hormonal pathways coordinating

development (auxins, abscisic acid, and cytokinin signaling pathways), in control of

morphogenesis (phytohormones and light receptors), and in vesicle trafficking (adenosine

triphosphate binding cassette proteins) in the Physcomitrella genome, indicating further

adaptations to the atmosphere and gravity.

Vascular tissue (tracheids) arose, approximately ten million years after plants

colonized land, potentiating an adaptive radiation of vascular plants (tracheophytes)

including vascular non-seed plants (club mosses, whisk ferns, horsetails, ferns), and

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Figure 1-1: Evolution of major innovations in embryophytes. Nonvascular, basal

embryophytes (blue). Tracheophytes include vascular non-seed plants (orange) and seed

plants. Gymnosperms (green) and angiosperms (pink) are monophyletic .

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vascular seed plants (cycads, gnetophytes, ginkgos, conifers, angiosperms). These

tracheophytes attained much greater size and independence from water in the

environment than had been possible for nonvascular plants (Judd et al., 2002; Qiu et al.,

2007).The gametophyte became reduced and specialized for reproduction, eventually

entirely dependent on and retained by the sporophyte (endosporic development). The

sporophytes became the dominant generation in the tracheophytes, superseding the

dominant gametophyte generation of nonvascular plants (Figure 1-1) (Judd et al., 2002;

Simpson, 2006). Expressed sequence tags (ESTs) from the basal tracheophyte and

lycopod Selaginella moellendorffii (Selaginella) include genes for several functions

required for vascularization and adaptation to land not found in Physcomitrella, including

genes involved in lignification, cell division control, intracellular transport, responses to

sulfur starvation, dehydration, and viral infection (Weng et al., 2005).

The basalmost lineage of tracheophytes, the lycophytes (club mosses), diverged

from the lineage which later led to the euphyllophytes (whisk ferns, horsetails, ferns, and

seed plants) around 400 mya (Qiu et al., 2007). The lycophytes lack lateral leaf traces and

lateral root branches, and have microphylls instead of euphylls (Kenrick and Crane,

1997) mya (Figure 1-1). Later diverging tracheophytes, including the pteridophytes

(ferns, fern allies) and spermatophytes (seed plants) share euphylls (true leaves) as well

as a 30 kB inversion in the chloroplast genome (Raubeson and Jansen, 1992).

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Spermatophytes: Efficient reproduction

The spermatophytes, in which the seed serves as the unit of dispersal, first

appeared near the end of the Devonian period, about 360 mya (Judd et al., 2002;

Simpson, 2006). The seed consists of an embryonic sporophyte enclosed with food stores

in a protective coating (seed integument) derived from sterile, parental, sporophyte

tissues. The seed allows the dormant sporophyte generation to disperse over long

distances and survive harsh conditions of drought and cold. Sperm, which is delivered to

eggs by water droplets in non-seed plants, is carried to eggs by pollination in

spermatophytes. The spermatophyte megasporangium typically, and ancestrally retains

just one megaspore after the abortion of three of the four haploid products of meiosis

(Friedman and Williams, 2004). The female gametophyte contained therein is enveloped

by sterile sporophytic tissue forming the integument, which has a single opening at one

end (the micropyle).

Microspores, immature male gametophytes in the form of pollen grains, develop

in microsporangia on the same plant (monoecy) or on another plant (dioecy). The seed

plant microspore germinates, giving rise to a haustorial pollen tube which grows and

extracts nutrition from the sporophytic tissue surrounding the megasporangium on its

way to deliver sperm to the ovule (siphonogamy). In addition to the shared seed

characteristic of spermatophytes, seed plants also produce wood via secondary growth of

xylem from a bifacial cambium (Figure 1-1) (Judd et al., 2002).

Seed plants comprise the most diverse vascular plant lineage, with about 270,000

extant species. The major extant spermatophytes lineages include cycads (Cycadales),

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ginkgos (Ginkgoales), conifers (Coniferales), gnetophytes (Gnetales), and flowering

plants (angiosperms) (Figure 1-1) (Judd et al., 2002; Simpson, 2006). In the first four

seed plant lineages, megasporangia are exposed except for the coverage provided by

megasporophylls, hence they are collectively known as the “gymno-“ (naked) “-sperms”

(seeds). In the gymnosperms, pollen grains are delivered (presumably originally by wind

pollination) near the micropyle, where the microspore germinates and slowly grows

toward the egg.

Relative to the angiosperms, the four gymnosperm lineages contain greater

diversity than the angiosperms, but only a fraction of the species (Raven et al., 1999;

Judd et al., 2002; Simpson, 2006). The cycad lineage is limited to about 130 species,

which feature limited secondary xylem, dioecy, and compound leaves. They have lost the

axillary branching that appeared earlier in land plants, and have derived coralloid roots

which host nitrogen-fixing cyanobacteria. Cycads have derived a specialized pollination

system employing irregular thermogenesis in the cone, and mutualistic relationships with

its pollinators . Cycad seeds are usually colorful and fleshy, attracting animal dispersal

agents. Although the basalmost cycad has several ovules borne on leaf-like

megasporophylls, more derived cycads bear two ovules on peltate megasporophylls in

strobili.

Ginkgos form a monospecific taxon, with secondary growth and fan-shaped

leaves. Ginkgos are also dioecious, bear ovules in pairs on axillary stalks, and produce

seeds with a fleshy, smelly outer integument and hard inner integument. Both cycads and

ginkgos have giant swimming sperm, which are interpreted as an ancestral feature in seed

plants (Raven et al., 1999; Judd et al., 2002; Simpson, 2006; Roemer et al., 2008).

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Conifers, gnetophytes and angiosperms have nonmotile sperm, thus the pollen tube must

grow farther to deliver them directly to the female gametophyte.

Conifers comprise approximately 600 living species with well-developed wood

and, often, needle-like leaves adapted for drought. Conifers release pollen from strobili

bearing microsporangia on microsporophylls (Raven et al., 1999; Judd et al., 2002;

Simpson, 2006). Seed-producing strobili have megasporophylls bearing receptive ovules,

in which one remaining haploid cell gives rise to the female gametophyte, which then

produces one or more eggs. Polyembryony is common in conifers, due either to separate

fertilization events or by subdivision of a single embryo in early development.

Gnetophytes contain three genera and about 80 species, including Ephedra,

Gnetum, and Welwitschia mirabilis. Gnetophytes share unusual features including vessels

with pore-like perforation plates, a form of double fertilization that does not produce

endosperm, both compound microsporangiate and compound macrosporangiate strobili,

unique pollen shape and markings, and opposite leaves (Friedman, 1992; Carmichael and

Friedman, 1996; Raven et al., 1999; Judd et al., 2002; Simpson, 2006). These relatively

few species in the four basal seed plant lineages contain advantageous innovations

(Figure 1-1) which can be seen as precursors or initial debuts of features later optimized

and exploited in the angiosperms.

Angiosperms: “Flowering” plants

Angiosperms arose in the seed plant lineage about 160 mya (Bell et al., 2005;

Leebens-Mack et al., 2005). Although they are known as the “flowering plants,” the

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specific innovation that changed the condition of gymnospermy to angiospermy was the

innovation of the carpel. The carpel has a lower portion (ovary) enclosing the ovules and

an upper portion (stigma), often elongated (style), which is receptive to pollen (Figure 1-

2 A). Angiosperm pollen is produced in stamens, which are microsporophyll-like organs

bearing two thecae (anther), each containing two sporangia (Figure 1-2 A, C). The

angiosperm flower is comprised of the staminate and carpellate reproductive structures,

together with sterile tissues, including those of the perianth (Figure 1-2 A), but the sterile

tissues can be highly variable. Wind-pollinated flowers may lack a perianth entirely

(Figure 1-2 B, C, D). Lineage-specific flower and inflorescence modifications vary

widely. In particular, the grass spikelet (Poaceae) (Figure 1-2 C), and spathe/spadix

structures of Araceae (Figure 1-2 E), bear little resemblance to the typical angiosperm

flower .

Pollen grains (microspores) delivered to the stigmatic surfaces of the angiosperm

carpel germinate there, and the pollen tube grows toward the ovule to deliver two sperm

cells through the micropyle (Raven et al., 1999; Simpson, 2006). Unlike consequences of

double fertilization in the gymnosperms, double fertilization in angiosperms involves one

sperm fertilizing the egg cell to form a diploid zygote, and the other fusing with polar

nuclei to form endosperm. Angiosperm endosperm provides essential nutrition to the

embryo, replacing that role of the female gametophyte in earlier spermatophyte lineages

(Friedman and Williams, 2003; Friedman, 2008). Maturing embryos in the angiosperm

seed are enclosed in two integuments, as are also found in gnetophyte seeds. The

angiosperm seed is enclosed by additional sterile ovary and carpel tissue, forming the

fruit, which is the angiosperm dispersal unit.

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Angiosperms consist of two major lineages, and several less speciose ones. The

eudicot lineage contain about 75% of all angiosperm species, and diverged about 125

Figure 1-2: Angiosperm flowers. A. Diagram showing the main parts of a “typical”

flower. B. Ragweed inflorescence (Ambrosia trifida); highly reduced perianth facilitates

wind pollination (Robert H. Mohlenbrock) C. Bouteloua sp. spikelet (Poaceae)

featherlike stigmas and stamens extended; two thecae visible on red anther. D. Tag alder

(Alnus serrulata, Betulaceae) inflorescences with unisexual flowers, highly reduced for

wind pollination. Male catkins on right, mature female catkins left E. Jack-in-the-pulpit

(Arisaema triphyllum, Araceae) (Robert H. Mohlenbrock)

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mya, while the monocots contain about 22% of all angiosperm species, and diverged

about 120 mya (Magallon et al., 1999; Leebens-Mack et al., 2005). Angiosperms

coevolved with insect pollinators and animal dispersal agents, and early angiosperm

fossils show evidence of herbivory and insect pollination (Labandeira et al., 1994; Hu et

al., 2008). However, the rapid radiation of 97% of all extant angiosperm species is not

attributable to a few key innovations, but to several potentially interacting factors,

including specialized pollination and dispersal modes, life history, habit, and

geographical distribution (Davies et al., 2004; Sargent, 2004; Friedman and Barrett,

2008). The capacity of the angiosperm lineage to diversify in response to these factors

was a function of the potential for evolution of development contained in the basal taxa.

Angiosperm phylogeny

A clear and accurate understanding of the evolutionary relationships among taxa

informs comparisons of species and gene sequences, providing insight into relationships

and lineage-specific phenotypes. Such an understanding is essential for constructing

hypotheses about the evolution of development (Soltis and Soltis, 2003).

Phylogenetic analysis

A phylogenetic tree represents a hypothesis about the evolutionary relationships

among taxa, inferred from the data used, and according to the model of evolution applied

(Page and Holmes, 1998). Data used for phylogenetic analyses are derived from

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observations of conserved features, including fossil evidence, morphological (e.g.,

embryological, vasculature, reproductive organs), palynological, karyological, and

chemical characters. Character evolution is analyzed (originally, with parsimony

methods) to make inferences about organism evolution. As technology has advanced,

more and more molecular sequence data have become available (Soltis et al., 2005).

Today, sequence data from the three plant genomes (chloroplast, mitochondrion, or

nucleus) has largely replaced the use of physical and chemical features as the basis for

phylogenetic analysis, and has brought resolution to long mettlesome questions, including

the phylogenetic position of the monocots (Qiu et al., 1999; Doyle and Endress, 2000;

Cai et al., 2006; Jansen et al., 2007; Doyle, 2008). The resulting hypothesis of organismal

evolution provides a framework for analyzing the evolution of angiosperm development

(Doyle and Endress, 2000; Soltis and Soltis, 2003).

Selection of sequence data

Sequences used for phylogenetic analysis must be conserved enough among the

taxa of interest so that the sequences can be aligned, but they must have enough

differences to be phylogenetically informative, distinguishing the taxa (Soltis and Soltis,

1998). For plants, chloroplast genome sequences are frequently used for phylogenetic

analysis due to the small size of the genome, conserved function of the genes in the

genome, and presence of most of these genes in single copy, in contrast with the

multigene families found in the diploid nuclear genome (Soltis and Soltis, 1998).

Chloroplast genes (protein-coding sequences as well as introns) vary in number of

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nucleotides and rate of evolution, so different sequences can be chosen to provide

resolution at different taxonomic levels (Soltis and Soltis, 1998).

If the sequence data are appropriate for the level of discrimination required, and

the models of molecular evolution are appropriate for the data, the evolutionary

relationships described from the analysis of the sequence data may be expected to

accurately reconstruct organismal relationships. However, phylogenetic analysis of any

given sequence will reflect the history of that sequence. Events other than vertical

transmission will generate a topology that differs from that of the organismal history

(Wendel and Doyle, 1998). Hybridization, introgression, and lineage-sorting obscure

species-level phylogenies (Doyle and Davis, 1998; Rieseberg and Welch, 2002).

Horizontal transfer has a similar effect, across even greater phylogenetic distances

(Wendel and Doyle, 1998). Genes which have been transferred between the chloroplast

and mitochondrial genomes include the photosystem II reaction center polypeptide D1

(psbA); the large subunit of ribulose bisphosphate. carboxylase (rbcL); the cytochrome

b6/f complex subunit 5 (petG), the photosystem II reaction center protein D2 (psbD), two

conserved, large open reading frames frequently found in angiosperms (ycf1, ycf2), the

photosystem I P700 apoprotein A1 (psaA), and an approximately 500 bp open reading

frame (orf) (Appendix A).

Combining several genes for phylogenetic analysis limits the distortion any single

gene can produce, and using a taxon-rich dataset reduces the potential for long-branch

distortions of the resulting phylogeny (Leebens-Mack et al., 2005). The most current,

well-supported hypothesis of evolutionary relationships among the angiosperms is based

on analysis of 81 sequences from the chloroplast genomes of 64 taxa (Jansen et al.,

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2007). That phylogeny (Figure 1-3), resolves ambiguities regarding the basalmost

angiosperm lineages, and provides an exceptionally robust context in which to analyze

evolution of features which historically may have been used as characters for

phylogenetic analysis.

Basal angiosperms

Findings from basal angiosperms inform and polarize the interpretation of

flowering plant features, and are necessary for inferring ancestral states and considering

evolution of development in land plants (Endress, 2001a; Soltis et al., 2002; Soltis et al.,

2005). The diverse habits, vegetative and floral forms, and specialized adaptations found

in basal angiosperms display a level of diversity not found in more recently diverged

lineages (Endress and Igersheim, 2000; Floyd and Friedman, 2001; Williams and

Friedman, 2002; Friedman and Williams, 2004; Endress, 2006). Over one hundred

macro- and microscopic morphological characters vary among the basal angiosperms and

have been evaluated in a phylogenetic context (Doyle and Endress, 2000). In the context

of well-resolved phylogenetic relationships, the diversity in these basal lineages can

provide insight into the evolution of development of key innovations associated with

angiosperm success. In particular, highly efficient tracheary elements, endosperm, and

carpels with variably attached sterile tissues (including perianth and ovary tissues) are

angiosperm innovations that became genetically fixed in later diverging lineages, after

selective advantage of these features had been proved (Endress, 2001b).

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SolanumLycopersiconNicotianaPetunia*

Antirrhinum*Mimulus

HelianthusGerbera*

MedicagoGlycinePisumLotus*

Populus (tree)

Arabidopsis*Brassica

Gossypium

BetaMesembryanthemum*

Aquilegia*Eschscholzia*

OryzaZea*Brachypodium

Asparagus

Persea (tree)

Liriodendron (tree)

Aristolochia

Acorales

Alismatales

Petrosaviales

Pandanales

Dioscoreales

Liliales

Asparagales

Arecales

Poales

Commelinales

Zingiberales

Dipsacales

Asterales

Apiales

Aquifoliales

Garryales

Solanales

Gentianales

Lamiales

Ericales

Cornales

Caryophyllales

Dilleniales

Malvales

Brassicales

Huerteales

Sapindales

Geraniales

Myrtales

Fabales

Rosales

Fagales

Cucurbitales

Zygophyllales

Oxalidales

Malpighiales

Celastrales

Crossosomatales

Vitales

Saxifragales

Santalales

Berberidopsidales

Gunnerales

Buxales

Trochodendrales

Proteales

Sabiales

Ranunculales

Ceratophyllales

Chloranthales

Magnoliales

Laurales

Piperales

Cannellales

Austrobaileyales

Nymphaeales

Amborellales

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Tracheary elements

Vessel elements are a unique tracheary element that have perforation plates at

each end of the cell, providing greater efficiency of solute transport, (Raven et al., 1999).

A kind of vessel element, with pore-like perforation plates, first appeared in the

gymnosperm gnetophyte lineage, but has not been found in the conifers or other

gymnosperms. Vessel elements with simple, scalariform, or reticulate perforation plates

have been reported in the basal angiosperm families Hydatellaceae, Canellaceae,

Piperaceae, and Saururaceae, but in many basal angiosperms, which are typically woody,

only tracheids have been reported (Stevens, 2008).

However, closer examination using scanning electron microscopy revealed that

vessel elements are not found in a bimodal state of presence or absence in the basal

angiosperms (Carlquist and Schneider, 2002). A series of criteria can be used to describe

the extent to which tracheary elements should be described as vessels or tracheids, based

on cell dimensions, perforations, and associations with other cells (Carlquist and

Schneider, 2002). Using these criteria, incipient vessel elements (in transition from

tracheids) have been identified in all basal angiosperm families previously reported to be

lacking them (Carlquist and Schneider, 2002; Stevens, 2008).

Figure 1-3: A consensus phylogeny of angiosperms. Adapted from Stevens (2008),

incorporating added resolution based on whole plastid genome phylogenies of Jansen et

al. (2007) and Moore et al. (2007). Species indicated are floral models. Blue shading

designates basal angiosperm lineages, beige designates basal eudicot lineages, pink

designates the rosid core eudicot lineages, yellow designates the asterid core eudicot

lineages, green designates monocot lineages.

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Double fertilization

Too sperm cells are delivered from the gymnosperm pollen tube, but typically

only one sperm cell is functional. When double fertilization does occur, additional

embryos are produced, not sterile, nutritive tissue (Carmichael and Friedman, 1996). In

gymnosperms, the embryo obtains nutrition from the large female gametophyte which

becomes enriched to nourish the embryo regardless of whether fertilization occurs

(Friedman, 2008). Angiosperm double fertilization involves the fusion of one sperm

nucleus with the egg nucleus and one sperm nucleus with a central cell nucleus. The

associated production of endosperm in angiosperms provides them the advantage of

deferring production of tissue for embryonic nutrition until after fertilization has taken

place ff(Friedman et al., 2008).

Over 70% of extant angiosperms produce a seven-celled, eight-nucleate

Polygonum-type female gametophyte from a single megaspore, and form triploid

endosperm when a second sperm cell fuses with two haploid nuclei in the central cell (or

one diploid nucleus, if the two haploid nuclei have already fused) (Friedman et al., 2008).

Six other female gametophyte genetic constructs have been described for the

angiosperms, each of which can be found among the basal lineages, but are rare among

the core eudicots. The specific ontogeny of the female gametophyte determines the

number and meiotic descent of the central cell nuclei, affecting endosperm ploidy,

heterozygosity, maternal to paternal genome ratio, and potential for genetic conflict.

Studies in basal angiosperms reveal that the female gametophyte can be derived from

one, two, or four megaspores, and produce diploid (2N) (Nymphaeles, Austrobaileyales),

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triploid (3N) (Amborella, Polygonum), 5N (Penea, Plumbago), 9N or 15N (Peperomia)

endosperm ff(Williams and Friedman, 2002; Friedman et al., 2003; Williams and

Friedman, 2004; Friedman, 2006; Arias and Williams, 2008).

The basal angiosperm family Hydatellaceae (Nymphaeales), a lineage with

diploid endosperm, offers a missing link to the gymnosperms (Friedman, 2008). In

Hydatella and its sister genus, Trithuria, megasporangia make a precocious investment to

seed nutrition, building up starch in the female gametophyte (perisperm) prior to

fertilization. After fertilization, nutrients cease to accumulate in the perisperm, and

accumulate, to some extent, in the endosperm. The presence of both endosperm and

perisperm nutritive tissues in the seed occurs frequently in basal angiosperms and may

represent an intermediate step from gymnosperm lineages, which lacked endosperm

(Friedman, 2008; Rudall et al., 2008). In addition, the frequent observation of double

megagametophytes in the same ovule in Trithuria and other basal angiosperms

underscores the developmental lability of basal angiosperm female gametophytes.

Organismal phylogenies can be used to interpret the evolution of female gametophyte

development in angiosperms, but still lacking are the developmental genetics to support

or test hypotheses of homology between basal and later diverging angiosperms, and

between angiosperms and gymnosperms.

Flower

Stamens and carpels in the angiosperm flower derive from the leaf-like

microsporophylls and megasporophylls found in gymnosperms, and the flower itself may

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have originated by union of those reproductive organs to form modules, as is suggested

by the close association of the reproductive organs in Gnetales (Endress, 2001b). Stamens

in basal angiosperms may have thecae extending the length of the anther and open

longitudinally (laminar stamens), as in Amborellaceae, Nymphaeaceae, Magnoliaceae

(Judd et al., 2002). In other basal angiosperms, stamens have distinct anthers and a broad,

laminar filament, with valvate anther dehiscence (e.g., Laurales). Overall, basal

angiosperm stamens do not display pollination mode-specific canalizations of

development observed in later diverging lineages. For example, in Poaceae, the anthers

dangle from the filament to disperse pollen into the wind (Figure 1-2 C), and in the core

eudicot Kalmia (Ericaceae), stamens are released from a retracted position when the

pollinator lands, slapping the pollinator and releasing pollen onto its body (Figure 1-4

A).

Carpels in basal angiosperms are generally superior and apocarpous, often

assembled on an elongated axis, as in Annonaceae and Magnoliaceae (Figure 1-4 B).

However, carpels are half-inferior to inferior in Aristolochiaceae (Figure 1-4 C), and

fully inferior in Monimiaceae (Figure 1-4 D). In Aristolochia, the inferior ovary is

associated with a specialized structure, the gynostemium, which is composed of the

thecae fused to the outer tissues of the style. Development of reproductive organs in

Aristolochia and in less enigmatic genera in the family (e.g., Saruma) is well

documented, and suggests transitions in form that may have led to the gynostemium

(Gonzalez and Stevenson, 2000b, a; Simpson, 2006). The placentation in basal

angiosperm carpels varies, thus the ovaries mature to produce a variety of fruits,

including berries (Nymphaeaceae),

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Figure 1-4: Floral specializations. A. Core eudicot adaptation: stamens release (black

arrows) from retracted position to hit pollinator when disturbed (Kalmia latifolia;

Ericaceae: Joel McNeal) B. Basal angiosperm flower with superior, apocarpous carpels

on elongated axis, laminar stamens (Magnolia tripetala, Magnoliaceae: Kurt Stueber) C.

Basal angiosperm flower with inferior ovary (Aristolochia arborea, Aristolochiaceae: T.

Voelker) D. Basal angiosperm with hypanthium (black arrow) (male Tambourissa

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follicles (Magnoliaceae), capsules (Aristolochiaceae), samaras (Hernandiaceae), drupes

(Lauraceae), and aggregate fruits (Annonaceae).

In Tambourissa (Monimiaceae; Laurales), carpels and stamens are attached to a

thickened hypanthium (Figure 1-4 D) (Endress and Lorence, 1983). The evolutionary

trend from monoecy to dioecy has occurred repeatedly in this genus (Endress, 1992). The

female Tambourissa flower tends toward forming a cup- or urn-like structure, rimmed by

very small sterile organs (tepals), so that the reproductive organs are enclosed deep

within. The hypanthium of the male Tambourissa flower tears as it opens to expose its

many stamens. In one species of Tambourissa, a hyperstigma on the female flower blocks

access to the carpels entirely, so that pollen germinates on the hyperstigma, and feeding

pollinators (beetles) cannot devour the styles of the flower (Endress and Lorence, 1983).

Sepals and petals also first appear in the basal angiosperms, although organ

identity and merosity are often indeterminate or variable (Endress, 1994). There may

appear to be only one type of perianth organ, occurring in several spirally arranged

whorls (tepals), as in Amborella, Nymphaeaceae, Austrobaileya, and several Magnoliales

(e.g., Calycanthus, Magnolia) (Figure 1-4 B) (Endress, 2001b). Perianth organs may

grade into laminar stamens, and include a whorl or two of organs displaying features of

both tepals and stamens (intergrading floral organs). Perianth whorls that do display

regular merosity are typically trimerous (e.g., Cabomba, Annonaceae, Lauraceae, and

Asaroideae), as is found in the monocots.

elliptica, Monimiaceae: B. Navez)

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Basal angiosperm perianth parts, and sometimes carpels, are colored for pollinator

attraction, with pigments limited to reddish browns, white, yellow, cream, and green

(Figure 1-4 B-D). Although the perianth organs in basal angiosperms usually lack fusion

and are radially symmetric, Aristolochia (Aristolochiaceae, Piperales) has a

monosymmetric unipartite perianth (Figure 1-4 C). The monosymmetric perianth of

Aristolochia is associated with extensive speciation (Wanke et al., 2006b), as is floral

monosymmetry in later diverging lineages (Sargent, 2004).

Some basal angiosperms lack perianth structures altogether, a feature which has

evolved repeatedly in Hydatellaceae, Chloranthaceae, Piperaceae, and Eupomatiaceae

(Endress, 2001b). These families are animal-pollinated nonetheless, as they use scent and

heat to effect pollinator attraction . Many Magnoliales produce generally sweet or musky

fragrances, and ethereal oil cells are found in some basal angiosperms. Thermogenesis in

Nymphaeaceae, Annonaceae, and Magnoliaceae volatilizes fragrances produced by the

plant and encouraged pollinators to remain active or breed (Thien et al., 2000; Seymour

et al., 2003). Pollinators attracted to the basal angiosperm flower may be rewarded in a

variety of ways, with stigmatic secretions, nectar, pollen (typically produced in copious

amounts in basal angiosperms), breeding habitat, or additional sterile tissues presented

for pollinator consumption, such as the staminodes of Eupomatia (Bergstrom et al., 1991)

Dipteran pollinators attracted to fermenting, fruity, wine-like scents, and rotting meat or

dead fish odors (Austrobaileya, Illicium, Aristolochia, Asarum), are succumbing to

pollination by deceit, or may be responding to pheromones in the fragrance (Rulik et al.,

2008).

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Floral developmental genetics

Functional studies in current flowering plant models have shaped our

understanding of floral developmental genetics and led to the discovery of broadly

homologous traits, including conservation of floral organ identity genes among core

eudicots and monocots (Pnueli et al., 1994; Samach et al., 1997; Kramer and Irish, 1999;

Ambrose et al., 2000). These homologies, and others observed in current plant models

(Figure 1-3), have suggested hypotheses about the common ancestor of monocots and

eudicots. However, current eudicot models are in the highly diverged rosid (Arabidopsis)

and asterid (e.g., Antirrhinum, Petunia) “core” eudicot lineages, which comprise over

three quarters of all extant angiosperms (Magallon et al., 1999) and display lineage-

specific, highly canalized floral forms (Endress, 1994; Endress, 2001b). Similarly, the

monocot models Zea and Oryza are in Poaceae, a highly derived, species-rich family with

a unique inflorescence and floral form. Genetic models such as the ABC model of floral

organ identity developed for these later diverging lineages may not apply to basal

angiosperms. Expression studies and genomics data from basal species provide insight

into the genetics of flower development, showing that floral developmental genetics in

basal angiosperms is far more labile than in later diverging lineages.

Floral organ identity model

The original ABC model proposed functional and evolutionary homology

between genes in Arabidopsis and in Antirrhinum based on similarity of homeotic

mutants, and, when data was available, sequence similarity (Coen and Meyerowitz, 1991;

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Ma, 1994). Mutant analysis, overexpression studies, and in situ hybridizations suggested

a set of homeotic genes, most belonging to the type II MADS family of transcription

factors (Reichmann and Meyerowitz, 1997), were required to establish organ identity in

sepal, petal, stamen, and carpel whorls. As originally conceived, A-function alone

specified sepal identity, B- and A-functions acting together specified petal identity, B-

and C- functions acting together specified specified stamen identity, C-function alone

specified carpel identity, and A- and C-functions negatively regulated each other. Similar

findings in the highly modified floral organs of Zea and Oryza demonstrated B function

is required to establish lodicules, which are sterile organs positionally equivalent to

petals, and C function is required for stamen organ identity (Mena et al., 1996; Ambrose

et al., 2000).

In Petunia, another type II MADS family gene was discovered with the capacity

to produce ectopic ovules on perianth organs, suggesting an ovule organ identity, or D-

function (Colombo et al., 1995), but D function has not been discovered in any other

species (Theissen, 2001). Three additional members of the type II MADS family, the

SEPALLATA (SEP) genes, were found to physically interact with A,B and C whorl genes

to transform vegetative tissues to floral ones in Arabidopsis. These were designated E-

function genes (Honma and Goto, 2001). Phylogenetic analyses of plant and animal

MADS family genes have indicated the type II A-E genes, or a progenitor, were present

in the common ancestor of angiosperms and gymnosperms, and that some type II MADS

genes were even present in mosses (Nam et al., 2003).

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Genes involved in floral organ identity

The A function genes, APETALA1 (AP1) and APETALA2 (AP2) in Arabidopsis,

are both involved in transition from an inflorescence meristem to a floral meristem, as

well as in sepal and petal floral organ identity. However, as originally conceived, A-

function, has only been clearly demonstrated in Arabidopsis. The AP1 lineage of type II

MADS-box genes has duplicated numerous times, including prior to the divergence of

the core eudicots (Becker and Theissen, 2003; Nam et al., 2003), and, in the monocots

prior to the divergence of the grass family (Preston and Kellogg, 2006). AP2 is a member

of an ethylene response factor (ERF) required for transition to a floral meristem in

Arabidopsis. The euAP2 clade of these genes provides a cadastral function of restricting

AG expression to the inner two whorls by translational repression attributable to

miRNA172 (Chen, 2004; Kim et al., 2006). This cadastral function is not performed by

identified A-function genes in Antirrhinum. Orthologues of both AP1 and AP2 genes

have been found in basal angiosperms, but they are expressed broadly across the sterile

and reproductive whorls in a manner inconsistent with organ identity genes (Litt and

Irish, 2003; Kim et al., 2004; Kim et al., 2005a; Kim et al., 2005b; Shan et al., 2007).

Furthermore, floral organ identity can be difficult to interpret in basal angiosperms. In

Amborella, the sister to all other angiosperms, bracts grade to tepals, then to sporophylls,

which are structurally homologous in the unisexual flowers (Buzgo et al., 2004b). There

have been many duplications in the AP1 and AP2 lineages, and the ancestral role of A-

function genes remains difficult to determine (Becker and Theissen, 2003; Nam et al.,

2003).

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Expression of the B function (petal identity) requires members of a different type

II MADS-box gene lineage. These are APETALA3 (AP3) and PISTILLATA (PI) in

Arabidopsis; DEFICIENS (DEF) and GLOBULOSA (GLO) in Antirrhinum. These B

function genes arose after a duplication event occurring after the divergence of

angiosperms from gymnosperms (Kramer and Irish, 2000; Kim et al., 2004; Zahn et al.,

2005b). Additional duplication events, particularly just prior to the divergence of the

eudicots and another prior to the divergence of the core eudicots, have provided

opportunities for neofunctionalization and subfunctionalization (Force et al., 1999). The

expression of B-function paralogs in core eudicots suggest the DEFICIENS (DEF) and

GLOBULOSA (GLO) lineage has acquired diverse functions in roots, vasculature, leaves,

and young seedlings (Zahn et al., 2005b). Expression of a GLO ortholog in the basal

eudicot Eschscholzia californica, is consistent with ancestral function of DEF/GLO in

petal and stamen organ identity (Zahn et al., 2005b), but in the basal eudicot Sanguinaria

and the monocot Sagittaria, expression has been reported to be more broad, sometimes

expanding into sepals and carpels (Kramer and Irish, 2000). Expression patterns of B-

function homologs are more broad in many basal angiosperms, including Amborella,

giving rise to the “fading borders” model of floral organ identity (Buzgo et al., 2004b;

Kim et al., 2005b; Chanderbali et al., 2006).

The Petunia ovule identity (D function) genes are a subset of the C function

subfamily, which includes AGAMOUS (AG) and SEEDSTICK (STK, formerly AGL11)

from Arabidopsis (Zahn et al., 2006). The C (AG) and D (AGL11) clades are derived

from a duplication in the type II MADS box lineage prior to the angiosperm radiation

(Kramer et al., 2004), which would have allowed conservation of ancestral C function

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while allowing neofunctionalization within the AGL11 lineage. The AGL11 lineage

includes ovule-specific genes expressed in basal eudicots and basal angiosperms and

would have afforded the ovule greater independence from the megasporophyte during

development (Zahn et al., 2006). The ancestral role of AG lineage genes, which are

expressed in male and female gymnosperm cones, was likely carpel and stamen identity

(Rutledge et al., 1998; Becker et al., 2003; Zhang et al., 2004). Although C-function

genes are usually expressed only in the reproductive tissues of basal angiosperms, the

presence of C-function genes in Illicium and Persea suggest the tepals of these taxa may

originate from staminate primordia (Kim et al., 2005b; Chanderbali et al., 2006).

The effects of duplication are also evident in the E function (SEPALLATA) genes,

which were formerly named AGL2, -3, -4, and -9, and which are not readily detected due

to redundancy . Phylogenetic analysis suggests a duplication prior to the divergence of

extant gymnosperms and angiosperms gave rise to the SEPALLATA (SEP) genes, which

have been found in basal angiosperms and basal eudicots, and are most closely related to

the AGL6 lineage, which has been recovered in gymnosperms (Zahn et al., 2005a).

Phylogenetic analysis reveal several duplications within the angiosperm SEP lineage,

with two copies of SEP genes recovered in basal angiosperms, four in the rosids, and up

to six in the asterids (Zahn et al., 2005a; Chanderbali et al., 2006). SEP expression and

function in plant tissues have evolved repeatedly, including roles in fruit maturation and

plant architecture, as well as floral development (Malcomber and Kellogg, 2005). SEP

genes appear to have conserved expression in the floral meristem and ovules, although

the conserved floral organ identity function has sometimes been lost, perhaps due to

overlapping function with other genes. SEP genes display lineage-specific differences in

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sequence evolution, expression, and function, particularly within the monocots

(Malcomber and Kellogg, 2004), demonstrating the opportunities for neo- and

subfunctionalization provided by relaxed constraint on paralogs (Force et al., 1999;

Lynch and Conery, 2000).

Rooting the developmental genetics of the floral organ identity model with

information from basal angiosperms has revealed elements of the floral organ identity

model which are not more broadly applicable. Unlike the four whorled flower of core

eudicots, floral form varies widely in basal angiosperms, and is often characterized by

gradual shifts from one type of floral organ to the next (Endress, 2001b). Gene expression

studies in basal angiosperms have revealed broad patterns of conserved B and C function

across the floral meristem, with “fading borders” of influence at the outer and inner edges

of their area of expression (Buzgo et al., 2004a; Kim et al., 2004; Kim et al., 2005a). The

core eudicot ABC regulatory pattern appears to be a relatively recent innovation,

accompanying canalization of floral form and arising subsequent to duplications of

ancestral floral organ identity genes (Kramer and Irish, 2000; Kramer and Zimmer,

2006). An earlier model of floral organ identity (“B, C model”), in which only petals and

carpels are specified, might better apply to basal angiosperms (Schwarz-Sommer et al.,

1990).

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Broader applications

"The rapid development as far as we can judge of all the higher plants within

recent geological times is an abominable mystery." (Darwin, 1903)

Beyond floral organ identity, existing studies in model systems have generated

many hypotheses about ancestral features of flowering plants and the developmental

changes that led to early-diverging lineages, as well as to the more canalized eudicots and

monocots (Endress, 2001a; Floyd and Friedman, 2001; Soltis et al., 2002; Soltis et al.,

2005). Several genome-scale duplications within the angiosperms have provided the raw

material for conservative experimentation with new gene functions (Cui et al., 2006). The

history of those genes and their roles in evolution of development will provide – at least

in part - the solution to Darwin‟s abominable mystery.

Floral symmetry, for example, is ancestrally radial, but important lineages in both

the monocots and core eudicots display monosymmetry. The first gene to be associated

with floral symmetry was CYCLOIDEA (CYC), discovered in the asterid, Antirrhinum

(Lamiales) (Luo et al., 1996). Duplication and evolution of CYC genes is implicated in

floral form evolution in a later diverging asterid lineage, Dipsacales , and is also required

for monosymmetry in the rosids Lotus, Pisum, and Lupinus (Fabales) (Ree et al., 2004;

Howarth and Donoghue, 2005; Feng et al., 2006; Wang et al., 2008). CYC genes have

also been implicated in the bisymmetric flowers of the basal eudicots (Papaveraceae;

Ranunculales) (Damerval et al., 2007; Damerval and Nadot, 2007). The extent to which

CYC genes play a role in the monosymmetry of the basal angiosperm, Aristolochia

fimbriata, has yet to be determined.

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Evolution of development in basal angiosperms can be studied by comparative

studies of gene function between systems, as well as by studies of gene family evolution.

Functional analyses employ classical and molecular genetics, including mutant analysis,

complementation experiments, and over- and under-expression studies to derive an

understanding of gene function. Reverse genetics, employing transformation methods, are

effective ways to test hypotheses about gene function. In order to test hypotheses about

the roles of B and C function genes in basal angiosperms, or hypotheses about the role of

CYC genes in basal angiosperms, it will be necessary to have a basal angiosperm

experimental model system.

Basal angiosperm model

The purposes of a model system are, primarily, to represent the taxa to which it

belongs, to provide an easier to use system in which to conduct experimentation, and to

facilitate inductive reasoning so conclusions drawn from the model system can be applied

more generally (Bolker, 1995). To support those purposes, a model system must be in a

phylogenetically informative position, ideally derived from phylogenetically nested taxa

so comparisons can be made to closely related species (Baum et al., 2002). To be useful,

a “good” model system should have features that support its current and continued use. In

biology, this means the model organism must be easily obtained, demanding of few

resources, fast growing, productive of ample tissues as needed, and amenable to widely-

used technologies.

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The highly successful plant model Arabidopsis thaliana meets all of these criteria

for the core eudicots, particularly the highly successful rosids (Arabidopsis, 2000).

Arabidopsis has structures broadly representative of closely related species, and can be

readily compared with Brassica, a closely related genus in the economically important

family, Brassicaceae. Arabidopsis is readily obtained, has a short generation time, easy to

follow and well-developed protocols for commonly used technologies, and produces

ample tissue and seed in a small amount of space. As a result, Arabidopsis can be used in

forward genetics, in which mutants are analysed to gain information about genetic

processes, and it can be exceptionally easily transformed and used in reverse genetics, for

functional analyses. It also has a very small genome, which has facilitated genome

mapping, sequencing, and studies of gene function (Arabidopsis, 2000). The large

community of researchers using Arabidopsis has contributed crucial value-added

resources (e.g., libraries, genome sequence and expression databases, detailed

developmental studies, mutant collections, seed banks), supporting shared problem-

solving and leading to rapid advances in understanding. A careful review of basal

angiosperms was conducted to identify the best possible candidate for model system

development, keeping the Arabidopsis thaliana model system in mind as the “gold

standard” to be met.

Transformation systems

A genetic transformation system is essential for generating transgenic plants in

which hypotheses about the evolution of development in basal angiosperms can be tested.

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Agrobacterium-mediated methods of transformation use the machinery found in the soil

bacterium, Agrobacterium, to transfer DNA to plant cells and integrate it into the plant

genome (Gelvin, 2000)f. In the commonly used binary vector method, the tumor-

inducing (Ti) plasmid in the Agrobacterium is disarmed by removing the section of

endogenous DNA that is transferred (T-DNA) to the plant cell to induce tumor formation.

The endogenous virulence (vir) genes, which are essential for effecting the transfer and

susbsequent integration of the T-DNA, remain on the disarmed plasmid. The genetically

modified Agrobacterium are induced to take up a binary plasmid containing origins of

replication for E. coli and Agrobacterium, the endogenous right and left border sequences

from the Ti plasmid flanking a T-DNA, as well as a selectable marker and multiple

cloning sites. The T-DNA typically includes at least one marker for selection in plant

cells, a selectable reporter gene, the exogenous gene of interest to be evaluated in the

plant system, the appropriate promoter sequences, and other sequences to improve

transformation (e.g., matrix attachment regions) (Maximova et al., 2003).

When plant tissues are infected with A. tumefaciens, the vir genes are activated to

transfer the TDNA in the genetically modified plasmid to the plant chromosome (Gelvin,

2000; Gelvin, 2003). After a period of co-cultivation with A. tumefaciens, the plant

material is subjected to chemical selection to eliminate non-transformed cells, and

counter-selection to kill the Agrobacterium. Aminoglycoside antibiotics are toxic to plant

cells to some extent, so the neomycin phosphotransferase (NPTII) selective marker gene

can be constitutively expressed in transformed cells to confer resistance to

aminoglycoside antibiotics (Norelli and Aldwinckle, 1993; Petri et al., 2005). The

transformed tissue is cleared of A. tumefaciens with an antibiotic that is effective against

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the Gram-negative cells.of Agrobacterium but is not toxic to plant cells. The transformed

plant cells are regenerated under ongoing conditions of selection to prevent regrowth of

bacteria or non-transformed cells.

Regeneration systems

Transformation of Arabidopsis was originally implemented in vitro (An et al.,

1986). In planta floral dip and spray methods were developed later (Clough and Bent,

1998; Chung et al., 2000). Other plant species still rely on tissue culture-based

transformation systems (Ishida et al., 1996; Negrotto et al., 2000), which permit greater

control of variables which influence plant growth, including light, water, temperature,

nutrients, pH, container, carbohydrate source, and condition of source material

(Mohamed et al., 1992; Razdan, 2003; Vega et al., 2008). Plant tissues or callus in culture

can often be induced to regenerate in response to treatment with plant growth regulators

(PGRs).

PGRs influence development both absolutely and in proportion to one another

(Razdan, 2003). Auxins were identified in 1926 by the ability of indole acetic acid, a

naturally occurring plant hormone, to promote growth in oat coleoptiles (Went, 1926).

Cytokinins were identified in 1948 by their ability to stimulate cell division (Caplin and

Steward, 1948). Skoog and Miller (1957) showed that organ formation depended on the

balance between cytokinin and auxin. High concentrations of auxin promoted root

formation, and high concentrations of cytokinin promoted shoot formation. Theoretically,

a 1:1 ratio of cytokinin to auxin could beexpected to produce callus (Razdan, 2003).

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Plant tissues differ in response to PGRs, which also differ in potency with respect

to their ability to induce growth or cell division. The synthetic plant growth regulator

thidiazuron (TDZ) has properties of both auxin and cytokinin and is particularly effective

at inducing shoot primordia in the first phase of shoot organogenesis (Murthy et al., 1998;

Chen and Chang, 2001; Wu et al., 2004). In comparison, somatic embryogenesis

protocols begin with a very high auxin level to induce formation of pro-embryos, which

are then removed to a more balanced ratio of PGRs for regeneration (Juretic and Jelaska,

1991). The synthetic auxin (2, 4, -D) is particularly effective for inducing somatic

embryos (Li et al., 1998; Maximova et al., 2003). The presence of antibiotic compounds

in growth media typically alters the response of plant tissue to plant growth regulators, so

regeneration protocols must be optimized for transformed cells in the presence of

selection agents (de Mayolo et al., 2003).

Overview of dissertation

There currently is a need for a basal angiosperm model system amenable to

genomics studies and experimentation using methods of developmental biology,

molecular biology and classical genetics. Towards this end, I undertook a study to select

the best available basal angiosperm with a small genome, self-compatibility, closely

related family members with which it could readily be compared, and the ability to be

transformed with a genetic marker. Fourteen species were cultivated and evaluated. I

developed hand pollination methods and demonstrated self-compatibility for Aristolochia

elegans and Aristolochia fimbriata (A. fimbriata), two species with small genome sizes. I

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then used those methods to develop in-bred lines to serve as a source of tissue and seed

for the NSF supported (DEB 0638595) Ancestral Angiosperm Genome Project (AAGP).

I developed and implemented standardized tissue collection methods for A. fimbriata

greenhouse and seedling tissues from which AAGP generated expressed sequence tags

(ESTs). I used a disarmed strain of Agrobacterium tumefaciens to transform Saruma

henryi and two genotypes of A. fimbriata with a plasmid conferring constitutive

expression of an NPTII antibiotic resistance gene for selection of transformed tissues, and

an enhanced green fluorescent protein (EGFP) marker gene for identifying transformed

cells. Chapter 2 includes the manuscript covering that study, including the survey of basal

angiosperms and experimental results that led to the selection of A. fimbriata, as well as

hand pollination methods and preliminary EST sequencing results.

In vitro micropropagation and shoot organogenesis methods were developed to

support the transformation protocol, as well as to provide in vitro tissue for biochemical

analysis of the secondary metabolites produced by A. fimbriata. In addition to

micropropagation methods, I developed a direct shoot organogenesis method using small

pieces of petiole explants, on which shoot primordia were induced in 14-21 days and

regenerated within three months. Chapter 3 includes the manuscript of a paper describing

the in vitro propagation and shoot organogenesis methods for A. fimbriata.

Chapter 4 includes preliminary findings from a study of TCP gene family

evolution using the available sequences from fully sequenced angiosperm genomes, as

well as ESTs from basal angiosperms. This study will be incorporated into a manuscript

after further analysis is complete. Chapter 5 reports the conclusions of my work and

discusses what should be done next to advance the development of the A. fimbriata

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model system, including recommendations for early experiments to conduct in a basal

angiosperm experimental model. Two appendices follow: Appendix A reviews my work

on organelle genome evolution, documenting horizontal transfers from angiosperm

chloroplasts to mitochondria. Appendix B is a cultivation supplement, presenting results

of seed germination data from several experiments, illustrations of hand pollination

methods and descriptions of cultivation methods in greater detail than that provided with

the manuscript included in Chapter 2, instructions for using the seed pedigree system I

devised, and documentation of two mutant phenotypes observed during the AAGP

seedling tissue collection efforts.

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Chapter 2

Aristolochia fimbriata: A proposed experimental model for basal angiosperms

This chapter contains a manuscript of an article that will be submitted for

publication by Barbara Joanne Bliss, Stefan Wanke, Abdelali Barakat, Patrick Kerr Wall,

Lena Landherr Sheaffer, Yi Hu, Hong Ma, Christoph Neinhuis, Jim Leebens-Mack, K

Arumuganathan, Sandra Clifton, Siela N. Maximova, Claude W. dePamphilis* to Plant

Physiology.

This work resulted from collaboration among the labs of Drs. Claude

dePamphilis, Hong Ma, and Siela Maximova. Dr. Stefan Wanke produced the phylogeny

of the taxa sampled and contributed to polymerase chain reaction (PCR) methods

development to verify the green fluorescent protein (GFP) marker gene. Dr. Abdelali

Barakat contributed miRNA genomics resources for A. fimbriata. Lena Landherr

constructed A. fimbriata cDNA libraries, conducted transformation experiments and

optimized PCR methods to verify transgenic tissues. Dr. Jim Leebens-Mack and Sandra

Clifton sequenced libraries and managed EST data. Dr. Kerr Wall conducted

bioinformatic analyses of EST data and resulting unigenes. Yi Hu assisted with

maintenance of in vitro and greenhouse cultivated plants, tissue collection, and RNA

extraction. Dr. K Arumuganathan conducted genome size analysis. All other results were

generated by Barbara Bliss.

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Running head: Aristolochia fimbriata as a basal angiosperm model

Corresponding author: Claude W. dePamphilis, Department of Biology, Institute of

Molecular Evolutionary Genetics, and the Huck Institutes of the Life Sciences, 201 Life

Sciences Building, Pennsylvania State University, University Park, PA 16802, US (814)

863-6412 [email protected]

Journal research area: Genetics, Genomics, and Molecular Evolution

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Title: Aristolochia fimbriata: A proposed experimental model for basal angiosperms

Author full names: Barbara J. Bliss, Stefan Wanke, Abdelali Barakat, P. Kerr Wall, Lena

Landherr, Yi Hu, Hong Ma, Christoph Neinhuis, Jim Leebens-Mack, K Arumuganathan,

Sandra Clifton, Siela N. Maximova, Claude W. dePamphilis*

Institution addresses: Department of Biology, Institute of Molecular Evolutionary

Genetics, and the Huck Institutes of the Life Sciences, 201 Life Sciences Building,

Pennsylvania State University, University Park, PA 16802, USA (B.J.B., P.K.W., L.L.S.,

Y.H., H.M., C.W.D.); Technische Universität Dresden, Institut für Botanik, Plant

Phylogenetics and Phylogenomics Group, D-01062 Dresden, Germany (S.W., C.N.);

Benaroya Research Institute at Virginia Mason, Flow Cytometry and Imaging Core

Laboratory, 1201 Ninth Avenue, Seattle, WA 98101, USA (K.A.); Department of Plant

Sciences, University of Georgia, Athens, GA 30602 (J. L-M.); Washington University

School of Medicine, 4444 Forest Park Boulevard, St. Louis, MO 63108, USA (S.C.);

Department of Horticulture, 421 Life Sciences Building, Pennsylvania State University,

University Park, PA 16802, USA (S.N.M.)

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Footnotes:

Financial sources: This work was supported in part by NSF Plant Genome Research

Program, awards DBI-0115684 (The Floral Genome Project) and DEB 0638595 (The

Ancestral Angiosperm Genome Project), by the Department of Biology and Huck

Institute of Life Sciences of the Pennsylvania State University, and by a postdoctoral

grant to SW from the German Academic Exchange Service (DAAD).

Corresponding author; email Claude W. dePamphilis, [email protected]

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Abstract

“Basal angiosperms” are still lacking a model system, which is crucial for

understanding flowering plant evolution via comparative approaches. An evolutionary

perspective is essential for designing genetic, developmental, and comparative genomic

studies of angiosperms. Using a broad approach among basal angiosperm families, we

first reviewed general characteristics critical for model systems. These included

availability to a broad scientific community, growth habit, and suitability to represent

basal angiosperms displaying a wide spectrum of phenotypic diversity. Most basal

angiosperms, predominantly woody or aquatic, were excluded using these criteria.

Aristolochiaceae were investigated further for ease of culture, life cycle, genome size,

and chromosome number. We demonstrated self-compatibility for Aristolochia elegans

and A. fimbriata, and transformation with a GFP reporting construct for Saruma henryi

and A. fimbriata. Consequently, we recommend Aristolochia fimbriata as a basal

angiosperm model system. Native to Brazil, this rapidly growing perennial is widely

cultivated with a seed-to-seed life cycle of just 3 months. Tissue culture regeneration

methods are available for this species to support a high-throughput transformation

system. Emerging genetic and genomic tools will aid the investigation of floral biology,

developmental genetics, biochemical pathways important in plant-insect interactions and

human health, and various other features present in early angiosperms.

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Introduction

Our present understanding of genetics, genomics, development, evolution, and

physiology of living organisms is largely based on work done in model systems. Model

systems provide more favorable conditions for observing phenomena and testing

hypotheses than other systems afford. Models support inductive reasoning, in which one

builds on the understanding of living organisms in general, based on observations made

in a specific model organism (Bolker, 1995). Model organisms also provide a focus for

researchers to work on a common system, resulting in collaborative and complementary

efforts which can yield rapid progress and development of further resources. Models are

crucial for understanding basic biological processes.

Models should have several key attributes. At the very least, model organisms

should be good representatives of the taxon or process they are chosen to represent

(Kellogg and Shaffer, 1993; Bolker, 1995) and they must be accessible (Kellogg and

Shaffer, 1993) so that a broad community of scientists can utilize and develop them.

Models used for developmental and genetic studies must also offer rapid development,

short generation time, be amenable to large scale cultivation, and provide ample tissue for

experimentation (Bolker, 1995). Models should also support forward and reverse

genetics, as is required for hypothesis testing (Soltis et al., 2002), and have a small

genome size, to facilitate molecular genetics and genomics work as well as genome

sequencing (Pryer et al., 2002). Finally, for studying the evolution of development,

models should support studies among closely related species, so that comparative studies

can be interpreted at the molecular level. To the extent that model systems exemplify the

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taxa to which they belong, deep studies of the models, along with comparative studies

between them and closely related species, can inform and advance theory. The lack of

appropriate experimental models limits development of theoretical ones, and such is the

case in plant biology today.

Our current understanding of angiosperm evolution has been shaped by multiple

phylogenetic studies (Jansen et al., 2007; Moore et al., 2007; Stevens, 2008) which

provide the context in which the evolution of any aspect of flowering plants is studied. Of

particular interest to both basic and applied plant biology are changes leading to the

success and diversification of angiosperm lineages, beginning with the early, mostly

species poor lineages of angiosperms (Table 2S-1) previously known as the ANITA

grade, followed by the magnoliids (Figure 2-1). The magnoliids contain four major

branches and several thousand species (Table 2S-1). Among the species in this lineage

are the tree genome model, Liriodendron tulipfera (Liang et al., 2007) and the tree fruit

model, Persea americana (Awad and Young, 1979), as well as the most economically

important spice, black pepper (Piper nigrum) (Wanke et al., 2007). Taxa included in the

magnoliids exhibit many features first appearing in basal angiosperms or angiosperms in

general e.g., vessel elements, perianth monosymmetry, alkaloid chemistry, specialized

pollination systems, diverse forms of female gametophyte development (Soltis et al.,

2002; Soltis et al., 2005; Madrid and Friedman, 2008). The magnoliids are the sister clade

and therewith the closest outgroup to the highly diverged monocot and eudicot lineages

(Jansen et al., 2007).

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Figure 2-1: Angiosperm phylogeny based on Stevens (2007)

(http://www.mobot.org/MOBOT/research/APweb/welcome.html). Important model

systems and the proposed model, Aristolochia fimbriata, are shown along the

corresponding clade. Liriodendron, Persea, Populus, and Carica are tree species. Species

that have been used as flower development models are indicated with an asterisk. .

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The rich diversity of basal angiosperms provides glimpses into early successful

experiments in angiosperm adaptation (Endress and Igersheim, 2000; Floyd and

Friedman, 2001; Soltis et al., 2002; Williams and Friedman, 2002; Friedman and

Williams, 2004; Endress, 2006). Novel features which are otherwise constrained by

function may have evolved more than once, in parallel, such as the structural and

developmental similarities of the inflorescence of the monocot Acorus with that found in

some Piperales (Piperaceae, Saururaceae; members of Magnoliids) (Buzgo and Endress,

2000). Basal lineages retain evidence of “trials” of features that became genetically fixed

in later lineages (Endress, 2001b). For example, perianth parts are much more variable in

basal angiosperms, as well as basal eudicots and basal monocots, and only became fixed

in the core eudicots (Irish, 2006).

Current flowering plant genetic models are all derived from the highly diverged

monocot and eudicot lineages (Figure 2-1). Among them, the monocot models Zea and

Oryza occur in Poaceae, which has specialized floral organs and an inflorescence found

only in that family. Similarly, the current eudicot models are derived from the highly

diverged rosid (Arabidopsis) and asterid (e.g., Antirrhinum, tomato) “core eudicot”

lineages, each of which displays lineage-specific floral forms (Endress, 1994; Endress,

2001b). Studies in current plant models have led to the discovery of broadly homologous

traits, including conservation of floral organ identity genes (ABC/quartet models) (Coen

and Meyerowitz, 1991; Ma and dePamphilis, 2000; Theissen, 2001). These homologies,

and others observed in current plant models (Figure 2-1), have suggested hypotheses

about the common ancestor of monocots and eudicots.

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An understanding of the evolution of floral development or any fundamental

process in flowering plants will require a basal angiosperm experimental model in which

to test these hypotheses (Baum et al., 2002; Soltis et al., 2002; Buzgo et al., 2004a; Soltis

et al., 2006; Endress, 2007). Although the current model systems represent well the

highly successful and derived lineages in which they occur, they do not represent the

overall diversity of angiosperms. Information from basal lineages is necessary both to

better describe that diversity, to polarize the changes that occurred angiosperm evolution,

and to make functional inferences about the common ancestor of early angiosperms.

Current plant models have been selected to address particular questions, but very

few are available for use both as genomic and as genetic models. Genomic resources,

which emphasize plants with small genomes, have been developed for tree wood and fruit

species, including Populus (Jansson and Douglas, 2007), Liriodendron (Liang et al.,

2007), Persea (Albert et al., 2005) and Carica (Wei and Wing, 2008). However, woody

species are too large at maturity and do not have short enough life cycles for general use

in genetics experiments. Forward genetics requires a very small organism with a rapid

life cycle, and is facilitated by the ability to self-pollinate individuals with desired

characteristics. Reverse genetics requires manipulation of DNA or RNA in a targeted

manner. Both benefit from a small genome, and transformability is essential for testing

hypotheses about gene function. Therefore, we sought to identify a basal angiosperm

species having as many important features of a model system as possible to support

widespread use as an experimental model in genetics and genomics. We present these

essential features in Aristolochia fimbriata - small size at maturity, rapid life cycling,

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self-compatibilty, small genome size, and transformability - along with relevant findings

for other taxa evaluated in our study.

Results

Evaluation of potential models in basal angiosperm orders and families

We followed a formal selection process to identify a suitable candidate for an

experimental model organism among basal angiosperms (Figure 2-2). Many basal

angiosperms are uncommon, with limited distribution, and often occur in families with

only one genus and few species (Table 2S-1). Taxa were considered readily accessible to

a broad scientific community if they could be obtained commercially at a low price and

could be readily propagated by seed. Those of limited availability were eliminated,

including Amborellales (Amborellaceae), Austrobaileyales (Illiciaceae,

Austrobaileyaceae, Trimeniaceae), and Chloranthales (Chloranthaceae) (Figure 2-2).

Woody plants requiring a year or more to attain maturity, as well as extensive space for

cultivation, were eliminated (Fig 2). These included most Magnoliales (Myristicaceae,

Magnoliaceae, Annonaceae, Himantandraceae, Degeneriaceae, Eupomatiaceae), Laurales

(Lauraceae, Hernandiaceae, Monimiaceae, Atherospermataceae, Gomortegaceae,

Siparunaceae, Calycanthaceae), and Cannellales (Cannellaceae, Winteraceae). The forest

tree model species, Liriodendron (Magnolicaceae) and the fruit tree model Persea

(Lauraceae), were among those eliminated due to woody habit and long generation time.

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Many of the families listed above would also be eliminated due to limited commercial

availability, as e.g., Trimeniaceae, Himantandraceae, and Gomortegaceae (Table 2S-1).

Similarly, many of the families elimated for limited accessibility have a woody habit

(Table 2S-1); these would have been eliminated for that character if they had been more

accessible (e.g., Amborella trichopoda, the sister of all other flowering plants). Plants

with an aquatic habit, including water lilies (Nymphaeales: Nymphaceae, Cabombaceae)

and Ceratophyllum (Ceratophyllales: Ceratophyllaceae), were similarly eliminated due to

intensive cultivation requirements (space, maintainance) (Figure 2-2). The order

Piperales (Aristolochiaceae, Hydnoraceae, Piperaceae, Saururaceae, Lactoridaceae)

contains several herbaceous taxa (Table 2S-1). Parasitic plants (Hydnoraceae) and those

with highly reduced flowers (Saururaceae, Piperaceae) do not generally represent

angiosperms, and so were eliminated (Figure 2-2). Hydnoraceae and Lactoridaceae

would also be excluded due to limited availability (Table 2S-1). Among the basal

angiosperm families, only Aristolochiaceae contains highly accessible, easily cultivated

herbaceous plants with features broadly representative of angiosperms in general.

Figure 2-2: Overall approach for selecting a basal angiosperm model system. General

criteria are indicated; for full description refer to methods. Taxa generally eliminated

after initial application of each criterion are indicated. Some taxa may have been

eliminated for more than one reason. For example, Illicium, in family Illiciaceae, is

increasingly available in cultivation, unlike most Austrobaileyales, but was eliminated

due to its woody growth habit. Many taxa in order Piperales were generally accessible

and of amenable growth habit, yet family Lactoridaceae was eliminated due to

inaccessibility and woodiness. In genus Aristolochia, subgenus Pararistolochia was

eliminated due to large genome size. Basal angiosperm family characteristics and those

of Aristolochiaceae species cultivated are described in Tables 2S-1, 2S-2.

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Aristolochiaceae candidates considered

We surveyed Aristolochiaceae, seeking species with rapid growth, no requirement

for vernalization in the life cycle, ease of large scale cultivation, and a small genome size

Figure 2-3: Genome sizes in basal angiosperm families updated with Cui et al. (2006) and

Bennett and Leitch (2005), shown on logarithmic scale. Filled symbols indicate taxa used

in Floral Genome Project (www.floralgenome.org) or Ancestral Angiosperm Genome

Project, and for which EST resources are available. Compare basal angiosperm genome

sizes to Arabidopsis at 125 Mb (Arabidopsis, 2000) and Oryza at 389 Mb (International-

Rice-Genome-Sequencing-Project, 2005). The symbol representing Aristolochia is the

proposed model Aristolochia fimbriata. Other species of Aristolochia have smaller

genome sizes (see Figure 2-6).

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to facilitate gene cloning and eventual genome sequencing (Figure 2-2). Members of

genus Aristolochia have some of the smallest basal angiosperm genome sizes currently

known (Figure 2-3). Therefore, we evaluated each genus in this family to identify the

best species for model system development. Subfamily Asaroideae genera (Asarum,

Saruma) (Figure 2-4A,B) require cold treatment to induce flowering, resulting in

increased culturing efforts and extended time to flower, so they were eliminated

(Figure 2-2). Thottea, here represented with T. siliquosa (Figure 2-4C), was not possible

to obtain for a detailed culture survey (Table 2S-2), as it can only be cultivated with very

high maintenance, in a narrow range of conditions. Furthermore, it grows slowly,

produces little tissue, few flowers, and few seeds. Of the Aristolochia species available

for culturing, those requiring cold treatment (A. serpentaria, A. clematitis of subg.

Isotrema, Figure 2-4D) were eliminated from consideration. Members of subgenus

Pararistolochia were not available for culturing (Figure 2-4E). Those species that did

not bloom in six months (A. californica, A. anguicida, A. macrophylla, A. tomentosa),

produced very few flowers (A. trilobata, A. passiflorafolia; Figure 2-4F, G), or formed

very large vines (A. grandiflora, A. ringens, A. labiata, A. gigantea) (Table 2S-2,

Figure 2-2) were also eliminated. The remaining candidates that met our criteria were

two smaller members of subgenus Aristolochia (A. elegans and A. fimbriata), belonging

to a group of subtropical and tropical species from South and Middle America (Neinhuis

et al., 2005; Wanke et al., 2006a).

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Physical and life cycle features of Aristolochia fimbriata

We characterized the physical and life cycle features of Aristolochia fimbriata

(Figure 2-4H) to further assess its potential as a model system. Seeds planted in potting

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medium in the greenhouse germinated at rates up to 100%, and flowered in as few as 62

days after planting. Cultivated as a small pot crop in the greenhouse, A. fimbriata stock

plants occupy minimal bench space (Figure 2-5A), and were not particularly susceptible

to any pest or pathogen, though commercial pesticide treatments were applied

greenhouse-wide as needed. Vines are supported by a small trellis during periods of

flowering or fruit ripening (Figure 2-5B) to prevent mechanical damage and facilitate

fruit harvest. Plants flower copiously from axillary nodes on multiple indeterminate stems

that arise from the woody root. A new flower opens every two to three days along the

stem (Figure 2-5C) facilitating collection of staged tissues. Fruits from open-air

pollinations on one-year-old plants averaged over one hundred seeds per capsule.

Although seasonally green in its native habitat, A. fimbriata grows year round in

greenhouse culture. It forms a large perenniating root that can be divided to produce

clones. Stems can be pruned back to the root after fruit collection to support greenhouse

sanitation efforts, or “as needed” to stimulate new growth. New stems generated in this

way will flower in two weeks. Fruit size, leaf size, and number of seeds increase in older,

larger plants. The longevity of individual plants provides an ongoing source of seed from

a single experimental subject.

Figure 2-4: Diversity of flower and growth forms in Aristolochiaceae. Herbaceous

perennials with radially symmetric 3-merous flowers include A. Asarum chingchengense

B. Saruma henryii C. Thottea siliquosa, a small shrub D. A. arborea (subgenus Isotrema),

a tree-like shrub with flowers that mimic fungi E. A. triactina (subgenus

Pararistolochia) F. A. trilobata (subgenus Aristolochia) with three lobed, evergreen

leaves, grows as a vine with woody branches (liana) from which new growth emerges. G.

A. passiflorafolia (subgenus Aristolochia) (photo used with permission from Changbin

Chen) and H. A. fimbriata (subgenus Aristolochia).

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We developed in vitro methods for germinating seeds to support collection of

seedling tissues and for comparisons of seed viability. Light during germination is

required for true leaves to emerge. Seeds germinated significantly better in wet toweling

(mean= 61%, n=11) compared to germination on plates containing solid, sucrose-free

media (mean=9%, n=3). Light and age of seed (up to 2.5 years) had no significant effect

on germination with 80% germinating by 70 days. More details are available in the

Cultivation Supplement.

Figure 2-5: Aristolochia fimbriata A. Twelve three-year old stock plants maintained in

pots (12 cm diameter) occupy 1 m x 1.5 m bench space in the greenhouse B. Plants in use

for genetic crosses, seed or tissue collection are trellised C. Closeup of vine showing

flowers and floral buds at successive developmental stages on one stem [with arrows]..

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A phylogenetic perspective of genome sizes

Because a small genome size facilitates cloning genes of interest, detecting

regulatory regions, and sequencing the genome of a model organism, our analysis of

genome size evolution in Aristolochiaceae focused on species having small genomes,

particularly in subgenus Aristolochia, for which we report here the smallest genome size

to date from a basal angiosperm (A. lindneri) (Figure 2-6). In order to gain insight into

the evolution of genome structure as well as genome size in Aristolochiaceae,

chromosome numbers from previously published studies (Sugawara, 1987a; Ohi-Toma et

al., 2006) were plotted along with genome sizes on a strict consensus tree using

TreeGraph (Müller and Müller, 2004) (Figure 2-6).

A direct correlation between chromosome numbers and genome size for the

family of Aristolochiaceae was not observed. Aristolochiaceae is subdivided into two

subfamilies, Asaroideae and Aristolochioideae. Asaroideae, which has 2n= 26, 52

(Saruma henryi) and 2n=26 (Asarum caudatum) chromosomes, has about two to ten

times the genome size of genus Aristolochia (Figure 2-6). Thottea, the earliest diverging

branch in subfamily Aristolochioideae has the same number of chromosomes (2n=26) as

Asarum and Saruma, but has only 1/9 and 1/5 of the genome size of Asarum and Saruma,

respectively.

In contrast, within genus Aristolochia, species in subgenus Aristolochia exhibit

the smallest genome sizes, but have a wide range of chromosome numbers. Species in

subgenus Isotrema (Figure 2-4D) are generally characterized by 2n=32 chromosomes

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and have small genome sizes (554-774 Mbp mean genome size, 1C). Within subgenus

Pararistolochia (Figure 2-4E) (1793-4321 Mbp mean genome size, 1C), which is sister

Figure 2-6: Phylogenetic relationships among sampled Aristolochiaceae, with Tasmannia

lanceolata (Cannelleales) as outgroup. Maximum parsimony strict consensus tree with

genome sizes (Mbp/1C) and chromosome counts indicated. If different genome sizes

were obtained from different plants belonging to the same species, the smallest size was

plotted on the tree. For range of genome sizes within one species and standard deviation

refer to Table 2S-5. Bootstrap values from 1000 replicates are indicated on the branches.

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group to subgenus Aristolochia, and therefore nested within the clade having species with

small genomes, a lineage-specific increase in genome size can be seen. The increase is

not associated with an increase in chromosome number, so it can be inferred that there

has been an increase in chromosome size. The Australian species of Pararistolochia have

less than half of the genome size of the African species, but still have the same number of

chromosomes (Ohi-Toma et al., 2006). Within the subgenus Aristolochia (Figure 2-4F,

G, H), the different monophyletic groups recovered (Figure 2-6) are in accordance with

previous studies (Wanke et al., 2006a; Wanke et al., 2007). It is interesting to notice that

Asarum and subgenus Pararistolochia have large chromosomes similar to those of

monocots, whereas the remaining clades in Aristolochiaceae have small chromosomes

(Ohi-Toma et al., 2006). Aristolochia fimbriata is a member of a clade of Aristolochia

species with 2n=14 chromosomes and genomes roughly the size of Oryza sativa.

Methods for genetics

We further evaluated selected taxa for self-compatibility and potential for genetic

engineering, both of which are critical features of genetic model systems. Self-pollination

experiments were conducted with A. elegans and A. fimbriata because of their small

genomes, ease of culture, and prolific flowering (Figure 2-2, Table 2S-2). Both species

could be hand pollinated to accomplish cross- and self-pollination events using simple

methods (Tables 2S-3, 2S-4). Morphological changes in the perianth and gynostemium

associated with maturation of the anthers and stigmatic surfaces are described for A.

fimbriata from the day of anthesis (day 1) through day 3 (Figure 2S-1). Self-pollination

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in A. fimbriata was most effective on day 2, both in terms of fruit production and seed

viability (Figure 2S-1, Table 2S-3). Using in vitro germination methods, 59% of seeds

produced in open-air pollinations of A. fimbriata germinated normally, compared to 50%

of seeds produced from self-pollination of day 2 flowers (Table 2S-3). Additional details

are provided in the Cultivation Supplement.

Agrobacterium tumefaciens-mediated genetic transformation experiments were

performed with two varieties of A. fimbriata (NV, VL) and with Saruma henryi. The

binary vector utilized (Maximova et al., 2003) contained a neomycin phosphotransferase

marker gene (NPTII) for antibiotic selection and an enhanced green fluorescent protein

reporter gene (EGFP); both genes were under the control of the E12-Ω CaMV-35S

promoter (Maximova et al., 2003). High frequency transient expression was observed in

the leaf explants at seven days after culture initiation (Figure 2-7A-D), followed by

production of transgenic calli and shoot primordia at 24 days after culture initiation

(Figure 2-7E, F). Stable transformation was observed in 40% of the S. henryi explants

(n=25), and in 58% of the A. fimbriata explants (n=59). Additionally, transgenic calli,

shoot, and root primordia (Figure 2-7G, H) were successfully regenerated from stem

explants of A. fimbriata tissue cultured plants. The integration of EGFP in the transgenic

calli was confirmed by genomic PCR analysis (Figure 2-7I). The PCR reactions

including DNA from green fluorescent calli (Figure 2-7I, lanes 3-5) resulted in the

amplification of one 426bp fragment similar to the control reaction including plasmid

pGH00.0131 DNA (Figure 2-7I, lane 7). Amplification was not detected in the control

reaction containing DNA from non-transgenic Aristolochia leaf tissue (Figure 2-7I, lane

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2). and the control reaction without DNA (Figure 2-7I, lane 6). Additional experiments

have been initiated for further optimization of the transformation system.

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Discussion

Aristolochia fimbriata has many characteristics of a valuable experimental model

A basal angiosperm experimental model is needed to explore the diversity of

basal angiosperms and to test hypotheses about the evolution of development in

flowering plants. Aristolochia fimbriata possesses many features desired in a model

system. A. fimbriata has the physical features for large-scale greenhouse cultivation. It

can be made to flower continuously, and provides the essential feature of self-

compatibility, which permits the production of large numbers of homozygous individuals

required for gene functional analysis in a single life cycle. We have begun to develop

inbred lines to facilitate genome mapping and large scale mutagenesis experiments. High-

efficiency transformation with a GFP construct allows rapid, nondestructive identification

of transformed tissues for subsequent processing, and our in vitro micropropagation and

regeneration methods (Figure 2-7J) can yield greenhouse acclimated plants in three

months (Bliss et al., submitted, December 2008). Individual A. fimbriata plants survive

indefinitely, providing ongoing access to mutant lines that can be cloned for distribution

Figure 2-7: Green fluorescent protein expression in Aristolochiaceae. A, C, E, G. Light

images. B, D, F, H. Fluorescent images. A-D. Leaf explants 10 days after Agrobacterium

tumefaciens infection. A, B. Saruma henryii. C, D. A. fimbriata. E, F. Regenerating A.

fimbriata stem explant. G, H. Regenerating A. fimbriata roots. I. Gel image of PCR

products; Lane L- 200bp ladder, bright band at 1K bp with corresponding bands at each

200bp; Lane 2-A. fimbriata (WT) DNA; Lane 3- In vitro transformed callus 1; Lane 4- In

vitro transformed callus 2; Lane 5- In vitro transformed callus; Lane 6-negative control;

Lane 7-plasmid PC (1ng/ul) J. A. fimbriata in vitro regeneration methods support

transformation system and generate sterile tissue..

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to the research community. Currently available for analysis, the VL and NV genotypes

possess a number of readily discernible traits including leaf variegation (Figure 2S-3C)

and perianth details (Figure 2S-3B, D, E) amenable to investigation at the genetic level.

Further inbreeding and crossbreeding these genotypes can be used to dissect the genetic

basis for these or other differences, which may yield useful markers, identify linked

genes, and ultimately contribute to mapping and assembling the Aristolochia fimbriata

genome sequence.

Aristolochia fimbriata is well positioned for studies of the evolution of development

Aristolochia fimbriata is in a strong phylogenetic position to support its use as a

model system in evolutionary studies. Aristolochiaceae, with its approximately 550

species in four genera (Wanke et al., 2006a), is one of the most diverse and speciose

families among the basal angiosperms. The largest genus in the family, Aristolochia,

contains approximately 450 species, and has long been of interest to botanists due to its

monosymmetric, unipartite fly-trapping perianth (Figure 2S-3E) and unique

gynostemium, which is a structure formed by the fusion of the gynoecium with the

anthers. Aristolochia fimbriata is a typical member of the family, such that its flower was

modelled in glass by Leopold and Rudolf Blaschka in the latter half of the nineteenth

century (Glass flowers from the Ware Collection in the Botanical Museum of Harvard

University, 1940). A. fimbriata differs from closely related Aristolochia species in several

late stage modifications (e.g., fimbriae, papillae, pubescence), as well as in perianth and

gynostemium development (Gonzalez and Stevenson, 2000b, a); these features are

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potentially suitable for molecular analysis and studies of gene function using an A.

fimbriata experimental system.

Comparisons between closely related taxa in Aristolochiaceae could support

discovery of differences responsible for speciation and may resolve long-standing

questions about the origins of floral structures. Unlike Aristolochia, the three other genera

in the family (Asarum (Figure 2-4A), Saruma (Figure 2-4B), and Thottea (Figure 2-

4C)) have radially symmetric perianths, and account for approximately 100 species

(Table 2S-1). The bilaterally symmetric perianth of Aristolochia represents the most

“basal” occurrence of this important floral adaptation in angiosperms. Aristolochia

fimbriata presents the opportunity to investigate the genetic basis of bilateral symmetry in

magnoliids and compare it with that found in the eudicot models Antirrhinum (Cubas et

al., 2001) and Lotus (Feng et al., 2006). Existing microscopic studies of anatomy and

development in Aristolochiaceae will facilitate comparative and functional studies, and

provide insight into the evolution of development in this family. For Saruma the anatomy

of stem, leaf, flower, and pollen have been described (Dickison, 1992, 1996), and across

the family, ovule and seed development (Gonzales and Rudall, 2003), microsporogenesis

(Gonzalez et al., 2001), and inflorescence morphology (Gonzalez, 1999) have been

described in detail.

Morphological and gene expression studies argue that Aristolochiaceae offers an

excellent system in which to study the role of homologs of B-class MADS-box genes

which are required for the organ identities of petal and stamen in higher eudicots and

putative homologous organs in grasses (Ma and dePamphilis, 2000; Irish, 2003). The

flower of the monotypic genus Saruma (Figure 2-4B) resembles that of the typical

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magnoliid flower more than any other species in the family, having apparent sepals,

petals, stamens, and carpels. A thorough examination of development in the petaloid

perianth whorl of Saruma indicates it is of staminoid origin (de Craene et al., 2003). In

Aristolochia, the utricle, tube, and limb (Figure 2S-3E) of the single-whorled perianth

originate from the outermost whorl and are interpreted as a calyx (Gonzalez and

Stevenson, 2000b). However, Jaramillo and Kramer (2004) reported that putative

orthologs of B-class genes (AP3, PI) are expressed in the stamens and staminoid “petals”

of Saruma, as well as in the anthers and inner layer of utricle cells of the Aristolochia

sepalloid perianth. In Asarum and Thottea, the appendages opposite the sepals have been

interpreted to be petaloid (Leins and Erbar, 1985; Renuka and Swarupanandan, 1986;

Sugawara, 1987b; Leins et al., 1988; Gonzalez and Stevenson, 2000a, b), and putative

AP3 orthologs have been found in Asarum (Kramer and Irish, 2000; Zhao et al., 2006).

Variations in the expression of putative orthologs of the B-class genes in Saruma

and Aristolochia suggest they might not regulate perianth floral organ identity in the

same way as they do in eudicots and grasses, even though expression is found in

pollinator-attracting structures. For example, homologs of B-class genes might regulate

the identity of the perianth in Aristolochiaceae, even though the perianth does not have

the same structure (i.e., petals) found in other taxa. Alternatively, these genes might not

regulate the perianth identity in Aristolochiaceae. Experimental evidence from

Aristolochiaceae is needed to determine if B-class homologs play a role in organ identity

in basal angiosperms, particularly since the expression patterns of these genes in the first

perianth whorl of other basal taxa is variable (Kramer and Irish, 1999, 2000; Zahn et al.,

2005b). \

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Aristolochia contains highly developed biochemical pathways offering insight into

evolution of biochemical synthesis and coevolution with insects

Aristolochiaceae produce a complex mixture of secondary metabolites, as is

common in basal angiosperms,. In particular, aristolochic acids and aristolactams are

produced in Aristolochiaceae (reviewed in Kumar et al. 2003) found throughout Piperales

and the basal eudicots. Compounds produced by alkaloid biosynthesis pathways in the

poppy family (Papaveraceae, Ranunculales) are of great pharmacological importance.

Compounds from a parallel pathway in Aristolochiaceae (aristolochic acids and

aristolactams) are associated with the use of some Aristolochia species in traditional

medicines (Reddy et al. 1995). The common name “birthwort” attributed to Aristolochia

refers to traditional use of some species, particularly extracts from root tissues, as

abortifacients, emmenagogues, or post-coital antifertility agents (Pakrashi and Pakrasi,

1979). More recently, constituents of primarily root extracts from Aristolochia species

have been isolated and evaluated for biological activity as antibiotics, antivenoms and

tumor-inhibiting agents (Gupta et al., 1996; Broussalis et al., 1999; Otero et al., 2000;

Qiu et al., 2000; Gadhi et al., 2001a; Shafi et al., 2002; Elizabeth and Raju, 2006; Meinl

et al., 2006), although aristolochic acids become bioactivated and carcinogenic when

consumed in the diet (Hwang et al., 2006; Grollman et al., 2007).

In addition to its pharmacological properties, Aristolochia provides an opportunity

to explore coevolution of secondary metabolites with insects. Dipterans commonly serve

as pollinators in Aristolochia (Petch, 1924; Lindner, 1928; Lu, 1982; Wolda and

Sabrosky, 1986; Hall and Brown, 1993), sometimes having specialized, mutualistic

relationships involving egg deposition in the flowers (Vogel, 1978; Disney and Sakai,

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2001; Sakai, 2002; Burgess et al., 2004). Dipteran pollinators are thought to be attracted

to secondary metabolites mimicking the aroma of a food source (Petch, 1924; Burgess et

al., 2004), or acting as pheromones to attract species-specific, sex-specific pollinators

(Rulik et al.), or stimulate oviposition (Sakai, 2002).

Aristolochia species are also important host plants for the larval stages of

swallowtail butterflies (Papilionidae, Lepidoptera) (Rausher, 1981; Nishida and Fukami,

1989; De Morais and Brown, 1991; Nishida, 1994; Klitzke and Brown, 2000; Fordyce et

al., 2005). Secondary metabolites found in particular Aristolochia species are critical for

the defense and survival of associated species of swallowtail butterfly species during their

feeding stage, to the extent that the decline of butterfly populations is attributed to

decreased distributions of particular Aristolochia species (Sands et al., 1997). Finally,

secondary metabolites of Aristolochia and related species are of interest for their

repellent, insecticidal, and antifeedant activities (Lajide et al., 1993; Alexenizer and

Dorn, 2007; Palacios et al., 2007). Biochemistry in Aristolochia can be evaluated in

greenhouse grown or micropropagated plants, using chemical analyses (e.g., mass

spectroscopy, gas chromatography) to further characterize constituents of specific plant

tissues in A. fimbriata. Biochemical pathways can be further investigated using

transformed roots (Figure 2-7G, H) or callus currently available in the transformation-

regeneration system, without further optimization.

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Aristolochia can provide insight into development of woodiness

Woodiness is an important seed plant feature, both for commercial and ecological

purposes (Stevens, 2008). Growth forms within the Aristolochiaceae vary widely,

presenting an opportunity to investigate growth form traits including flexibility, stiffness,

and woodiness of closely related species (Speck et al., 2003). Arisolochiaceae are most

commonly perennial, self-supporting herbs (Figure 2-4A, B), procumbent or trailing,

non-self-supporting vines (A. passiflorafolia, A. fimbriata) (Figure 2-4G, H), and woody

lianas (Figure 2-4F). Rarely, they are small woody shrubs (Figure 2-4C); and even more

rarely trees (or tree-like forms) (Figure 2-4D). Ancestral members of the family (Asarum

and Saruma) are characterized as perennial rhizomatous herbs, and the sister group to

Aristolochia is comprised of the woody sub-shrub Thottea (Figure 2-4C). Perennial

herbs appeared iteratively in the topology (Figure 2-6) of the family phylogeny and are

nested within groups of woody vines. Most eudicots and monocots are modular

organisms with indeterminate body plans. Shifts in the ontogenetic trajectory may be

expected to have a profound effect on the overall size and potential life history of the

descendant. This effect might have played a key role in growth form evolution and the

development of flexibility, stiffness, and woodiness in Aristolochiaceae (Lahaye et al.,

2005; Rowe and Speck, 2005). Differences in these growth form traits can be

investigated in Aristolochia species of interest, including A. fimbriata, beginning with

cellular level observations and descriptions of development of secondary growth

(“wood”). Molecular and cell biological methods can be used to locate and describe in

Aristolochia homologs of genes involved in growth form traits in other species (e.g.,

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Arabidopsis, Populus, Liriodendron), to further characterize the role of interesting gene

products in Aristolochiaceae.

Aristolochia can reveal features of the ancestor common to monocots and eudicots

Aristolochiaceae occurs in Piperales, in the magnoliid clade, which is sister to the

very large and diverse monocot plus eudicot clades (Jansen et al., 2007). As such,

Aristolochia can provide a close outgroup for analysis of ancestral traits in the major

groups of angiosperms. The ancient features of different lineages in Piperales have long

been recognized, earning them classification as “paleoherbs” in early taxonomic works

(Taylor and Hickey, 1990; Taylor and Hickey, 1992). Aristolochiaceae and close

relatives show a mixture of features of monocots and eudicots. The more ancestral clade,

Asaroideae, is comprised of rhizomatous perennials similar to basal monocots and

eudicots. Also found in Piperales are aquatics (e.g., Saururaceae) a common life form in

both basal eudicots and monocots (e.g. Acorales, Alismatales). Piperales, and

Aristolochiaceae in particular displays other features more commonly associated with

monocots, including floral organs in multiples of three, median prophylls (which are

shared with nearly all monocots and only few dicot clades), and subtype PII sieve-tube

plastids (Huber, 1993; Behnke, 2003). Piperales also share with early diverging monocots

(Alismatales, Arales) distichous placement of leaves and palmate leaf venation. Indeed,

in some phylogenies, Piperales appear as the closest relative to Acorus, the sister of all

other monocots (Duvall, 2000). Consequently, many features in monocots and eudicots,

both genetic and phenotypic, can be expected to have a homolog in Aristolochiaceae and

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its relatives, and would help to characterize the extinct ancestors of the eudicot, monocot

and magnoliid clades.

Growing genomic resources in Aristolochiaceae support further development of

model system

Genomic resources are growing rapidly for Aristolochiaceae, which will facilitate

the identification and study of genes, gene families, and functional studies in basal

angiosperms. The Ancestral Angiosperm Genome Project

(www.ancestralangiosperm.org) has selected Aristolochia fimbriata for deep EST

sequencing using a combination of traditional capillary (Albert et al., 2005) and extensive

next generation (454, Solexa Illumina) sequencing of libraries constructed from multiple

vegetative and reproductive tissues and stages. There are currently 16,451 Sanger EST

sequences from A. fimbriata in the NCBI EST database

(http://www.ncbi.nlm.nih.gov/sites/entrez). In this initial set of A. fimbriata ESTs, we

used BLAST analyses as described in Albert et al 2005 to identify putative homologs of

many interesting regulatory and signaling genes (see Table 2-1 for examples).

Surprisingly, Aristolochia cDNA sequences had greater sequence similarity with other

monocot or eudicot species than with Arabidopsis, highlighting the important role A.

fimbriata will play in rooting phylogenetic analyses of gene function [results not shown].

Consistent with the composition of tissues included in the libraries, we found putative

orthologs of many genes important for development such as auxin efflux carrier PIN1,

phytochrome signaling protein GIGANTEA, as well as floral development genes AP2,

AP3, AINTEGUMENTA, and SEP3 (Table 2-1). We anticipate these cDNA sequences,

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and many more being currently generated, will contribute to new and ongoing studies of

evolution of development in our lab and in others.

Table 2-1: Homologs of genes involved in development, cell wall biosynthesis, and

response to biotic and abiotic stress revealed in preliminary sequencing of two cDNA

libraries constructed from combined A. fimbriata tissues. All genes searched (blastx)

against the sequenced plant genomes of Arabidopsis thaliana, Oryza sativa, Populus

trichocarpa, Vitis vinifera, Carica papaya, Medicago truncatula, and Sorghum bicolor

(http://www.floralgenome.org/tribedb/index.pl). Values reported are the number of ESTs

in each unigene, the unigene length (bp), percent identity of the unigene to its best blastx

hit, evalue, Arabidopsis AGI, and the annotation of the best Arabidopsis hit as well as the

species with the best overall hit following (in parentheses).

ESTs Length Identity Evalue AGI Annotation

Dev

elo

pm

ent

1 330 bp 82% 6e-49 AT4G36920 AP2/EREBP floral homeotic protein (Vitis vinifera)

9 755 bp 71% 1e-18 AT1G22770 GIGANTEA (Sorghum bicolor)

3 1254 bp 84% 2e-73 AT1G73590 PIN1 auxin efflux carrier (Medicago truncatula)

2 613 bp 88% 3e-44 AT4G37750 AINTEGUMENTA (Carica papaya)

7 1420 bp 50% 1e-79 AT2G37630 Homologous to Antirrhinum PHANTASTICA (PHAN), maize

ROUGH SHEATH2 (RS2) (Vitis vinifera)

4 747 bp 61% 2e-41 AT1G24260 SEP3 MADs box transcription factor (Vitis vinifera)

1 736 bp 87% 1e-112 AT1G48410 RNA Slicer that selectively recruits microRNAs and siRNAs

(Populus trichocarpa)

2 956 bp 81% 1e-151 AT2G34710 PHABULOSA contains hd-leucine zipper domains and domain similar to a mammalian sterol binding domain (Vitis vinifera)

2 835 bp 33% 6e-40 AT3G54340 AP3/APETALA 3 DNA binding / transcription (Vitis vinifera)

Cel

l w

all

bio

syn

thes

is 1 495 bp 56% 6e-14 AT5G42100

Plasmodesmal (Pd)-associated membrane protein involved in Pd

callose degradation and gating (Vitis vinifera)

8 787 bp 55% 4e-28 AT2G38540 Cell wall lipid transfer protein binds calmodulin in a Ca2+-

independent manner (Medicago truncatula)

5 932 bp 70% 2e-65 AT5G08380 ATAGAL1 alpha-galactosidase similar to ATAGAL2 (Vitis vinifera)

1 737 bp 53% 4e-39 AT4G03210 Xyloglucan endotransglucosylase/hydrolase (XTH) (Vitis

vinifera)

16 986 bp 81% 6e-80 AT1G26770 EXPA10: expansin involved in the formation of nematode-

induced syncytia in roots (Carica papaya)

Str

ess

resp

on

se

3 1725 bp 65% 1e-41 AT3G12500 BASIC CHITINASE in ethylene/jasmonic acid mediated signalling pathway during SAR (Oryza sativa)

2 972 bp 82% 1e-145 AT5G67030 Zeaxanthin epoxidase gene (Populus trichocarpa)

3 1372 bp 79% 1e-164 AT3G45640 MAP KINASE 3 (MPK3) upregulated in response to touch, cold, salinity, chitin (Vitis vinifera)

2 572 bp 71% 1e-59 AT1G05850 POM-POM1; Chitinase-like protein essential for tolerance to

heat, salt, drought stresses (Vitis vinifera)

1 685 bp 55% 2e-45 AT1G59870

ATP binding cassette transporter contributes to SA independent

nonhost resistance and heavy metal resistance (Populus

trichocarpa)

6 904 bp 52% 4e-46 AT1G06040 Salt tolerance protein (STO) (Populus trichocarpa)

1 763 bp 61% 2e-54 AT5G51700 RAR1 disease resistance protein ; Required for R protein

accumulation (Carica papaya)

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Comparative analyses of cDNA sequences within Aristolochiaceae will be

facilitated by 10,274 EST sequences from Saruma henryi (Figure 2-4B). Saruma was

selected by the Floral Genome Project (FGP) to represent Aristolochiaceae for floral

transcriptome sequencing (http://www.floralgenome.org/taxa/) because it appears to

display ancestral morphological characters in the family (Dickison, 1992; Leins and

Erbar, 1995; Kelly, 1998) and because its flower includes all four (sepal, petal, stamen,

and carpel) floral whorls. The ESTs from the Saruma premeiotic flower bud cDNA

library (Albert et al., 2005) and from A. fimbriata form the foundation of the genomic

resources available today from this important basal angiosperm family.

In addition to EST sequencing, our group has isolated miRNAs from A. fimbriata

using cloning and capillary sequencing as well as ultrahigh throughput pyrosequencing

(Ali Barakat, P. Kerr Wall, and Claude dePamphilis, in prep.). This study allowed the

isolation of hundreds of different miRNA sequences belonging to 32 conserved families

as well as several non-conserved families. MicroRNAs are small RNAs (21 nt) that play

a major role as regulator of gene expression in various physiological, cellular, but, mainly

developmental processes (Jones-Rhoades et al., 2006). Several potential miRNA targets

were found in cDNA sequences of A. fimbriata. Predicted target genes include

transcription factors but also genes implicated in various metabolic processes and in

stress defense. The isolation of miRNA from Aristolochia presents a good opportunity for

analyzing the function of miRNAs in basal angiosperms as well as understanding how

miRNA-mediated regulation of gene expression has evolved in land plants by comparing

miRNAs in basal angiosperms to those in basal eudicots and lower land plants (Axtell et

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al., 2007; Barakat et al., 2007). This core of genetic, genomic, and methodological

resources is presently available as a foundation for further development of Aristolochia

fimbriata as a basal angiosperm model system as well as for immediate use by the

scientific community working on various areas of research including evolution of

development, plant resistance to biotic and abiotic stresses, gene functional analysis, and

comparative genomics.

Conclusion

We have used a rigorous process to select and develop resources for the basal

angiosperm, A. fimbriata. Culturing and hand pollination methods required for rapid

generation of homozygous lines needed for genetic experiments are described. The small

genome size and immediate availability of sequence data supports ongoing studies of

molecular genetics and evolution. Hypotheses about gene evolution and gene function

can be tested using a reverse genetic approach, i.e., over and under expression studies in a

transformable species suitable for large-scale cultivation. Optimizing the selection phase

for transformed A. fimbriata explants will yield a high throughput transformation system

for investigating evolution of gene function in a basal angiosperm. Along with continued

development of genomic resources, A. fimbriata promises to be an excellent experimental

system to provide further insight into the diversity found among basal angiosperms and to

test hypotheses about the evolution of angiosperm genomes, development and

biochemistry.

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Materials & Methods

Cultivation

We evaluated 24 species of Aristolochiaceae. These were selected to encompass

the phenotypic plasticity of the four-whorled, actinomorphic, Saruma, the actinomorphic,

single-whorled perianths of Asarum and Thottea, and the monosymmetric, highly

modified and diverse flowers of Aristolochia. The sampled taxa also reflected the genetic

diversity of the whole family recovered by phylogenetic analysis. Plant material was

obtained from commercial nurseries, private donations, and academic sources. Vouchers

of specimens included in the phylogenetic analysis and sampled for genome sizes have

been entered into herbaria as described in Table 2S-5. For these species, we evaluated

evolution of genome size and chromosome number in a phylogenetic context. For 14

species of Aristolochia we evaluated life cycle and cultivation characteristics. Plants were

maintained in the greenhouse at The Pennsylvania State University, University Park, PA.

All seeds were germinated in soil-free potting medium (Pro-Mix BX, Premier

Horticulture Inc., Quakertown , PA) in shallow germination trays with drainage holes, in

the greenhouse at 18-27C (varying from night to day) and 40-70% humidity. The trays

were incubated on heating mats operating at approximately 27C, as needed. Natural day

length was supplemented with high-pressure sodium lamps (1000 watt) October through

April to provide twelve-hour days. Plants received regular watering as needed.

Depending on the stage of growth, regular fertilizer applications were provided, as a

drench, alternating Peter's Professional 15-16-17 Peat Lite Special at 200 PPM nitrogen

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(once to twice weekly) with Peters Professional 21-7-7 Acid Special (Scotts Horticulture,

Marysville, OH) at 200 PPM nitrogen (approximately every six weeks). The plants were

drenched once a month with 100 ppm chelated iron (Sprint 330 10% iron, RoseCare.com,

Santa Barbara, CA).

Genome sizing

Nuclear genome size estimation were obtained by flow cell cytometry following

the protocol described by Arumuganathan and Earle (1991). The mean nuclear DNA

content of each plant sample (expressed as pg) was based on 1000 scanned nuclei from

sample tissue, compared to a preparation of tissue from the internal standard. Each

nuclear preparation was sampled 4 times.

Phylogenetic analysis

To clarify the phylogenetic positions of the taxa surveyed and to evaluate genome

size in an evolutionary context we constructed a phylogenetic tree based on the plastid

trnK/matK region. Total DNA was extracted using the CTAB method of (McNeal et al.,

2006). Vouchers, DNA, and tissue samples are stored at Dresden, PAC or DD.

Amplification and sequencing was performed following methods described in detail by

Wanke et al. (2007) using published primers (Wanke et al., 2006a; Wanke et al., 2006b;

Wanke et al., 2007). Sequences were manually aligned using PhyDE® (Müller et al.,

2007). The alignment is available from TreeBASE (www.treebase.org). Phylogenetic

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analysis was performed under maximum parsimony in PAUP* 4.0b10 (Swofford, 2002)

using PAUP scripts written by PRAP (Müller, 2004). PRAP was used to implement the

Parsimony Ratchet (Nixon, 1999) following procedures described in Wanke et al. (2007)

but with 1000 ratchet replicates. Bootstrap values were additionally calculated to infer

branch support with 1000 replicates. For an independent evaluation of relationships, a

likelihood approach was chosen using the likelihood ratchet described by Morrison

(2007) as implemented in PRAP v. 2.0 (Müller, 2004) with default settings.

Pollination experiments

Several species of Aristolochia had been reported to be self-compatible (A.

fimbriata, A. elegans, A. ridicula, A. ringens) and generally protogynous , having a

receptive stigma before the anthers dehisce. To determine if autogamous pollination

could be successful, we attempted hand pollinations of A. elegans and A. fimbriata on

day one (the day of anthesis), day two, day three, day four and day five. Unopened flower

buds were covered with pollination bags prior to anthesis and observed daily. Pollinations

were accomplished by severing the perianth midway across the utricle, just above the

gynostemium (Figure 2S-1 (A)). Pollen was transferred with a toothpick (Figure 2S-1

(B)), and the remnant of the perianth was taped closed to prevent additional pollinator

entry. Mature fruits were collected and seeds germinated on wet toweling at 27°C

exposed to 16/8 hour day/night cycles. Hand pollination methods are detailed in the

Pollination Protocol.

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Genetic transformation

Protocol for genetic transformation of A. fimbriata was developed based on in

vitro shoot regeneration from leaf and stem explants coupled with Agrobacterium-

mediated transformation. Leaf and Internodal stem segments (2-3 cm long) from rooted

tissue cultured A. fimbriata plants were excised and immediately immersed in induction

media (Petch, 1924; Maximova et al., 2003; Bliss et al., submitted, December 2008) to

keep moist. The explants were inoculated with Agrobacterium strain AGL containing

plasmid pGH00.0131 as previously described for Theobroma cacao L. (Maximova et al.,

2003). After the inoculation the explants were blotted on sterile paper towels and co-

cultivated on callus initiation medium (SI) (0.5mg/L 6BA, 1mg/L NAA and 1mg/L

TDZ) for 64 hours in the dark at 27C. Following co-cultivation, the explants were

transferred to CI supplemented with 50 mg/L Geneticin (G418) (Cellgro, Herndon, VA)

and 200 mg/L Claforan (Aventis, New Jersey) and incubated at 27C in the dark for the

remainder of the 14 days. After culture on CI medium, the explants were transferred on

shoot regeneration medium (1.75 mg/L 6BA and 1.0 mg/L NAA) with 25 mg/L G418 and

200mg/L Claforan and incubated in the dark for an additional 14 days. After the 28 days,

the cultures were incubated under dim light until the development of shoot primordia.

Individual glowing shoot primordia were then excised and transferred and maintained for

further shoot elongation and rooting on REN2 medium (hormone free) in culture vessels

(Sweetheart DSD8X and LDS58) under dim light conditions at 27C (Bliss et al.,

submitted, December 2008). EGFP fluorescence was observed and recorded as

previously described (Maximova et al., 2003).

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Genomic PCR analysis

The incorporation of the transgenes was confirmed by genomic PCR. A sets of

EGFP specific PCR primers were used for the analysis. The primers amplify a 426bp

EGFP fragment (5 ‟-CCA GGA GCG CAC CAT CTT CT-3‟ and 5‟-CTC GTC CAT

GCC GAG AGT GA-3‟ (Maximova et al., 2003). Genomic DNA was isolated from non-

transgenic Aristolochia leaf tissue and from transgenic calli from independent lines by

using a CTAB method of (McNeal et al., 2006). Each PCR reaction (final volume of 20

µl )contained: 5ng/ul DNA (Qiagen purified DNA kit #69104), 10ul JumpStart™

REDTaq® ReadyMix (Sigma #0982), 5uls water, forward and reverse primers at final

concentration 0.5 µM. Reactions were prepared on ice. Control PCR reactions were also

performed with 1ng/ul plasmid DNA from vector pGH00.0131 and PCR reaction mix

without DNA. This represents an equal molar amount of plasmid DNA compared to the

GFP DNA contained in 5ng total Aristolochia genomic DNA present in the leaf extract,

assuming single copy/insertion of the GFP gene. For the plasmid reactions DNA was

isolated using QIAGEN plasmid midi purification kit (QIAGEN Inc., Valencia, CA).

PCR conditions for all reactions were: 94ºC for 2 min, then 35 cycles of 94ºC for 45 sec.,

62ºC for 45 sec, 72ºC for 1 min. The final cycle was followed by incubation at 72ºC for 7

min. 5 µl of each PCR reaction were loaded onto 1.5% high-resolution agarose gel

(Sigma-Aldrich Co., St. Louis, MO, #A-4718) for electrophoresis.

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Genetic transformation

Protocol for genetic transformation of A. fimbriata was developed based on in

vitro shoot regeneration from leaf and stem explants coupled with Agrobacterium-

mediated transformation. Leaf and Internodal stem segments (2-3 cm long) from rooted

tissue cultured A. fimbriata plants were excised and immediately immersed in induction

media (Maximova et al., 2003; Bliss et al., submitted, December 2008) to keep moist.

The explants were inoculated with Agrobacterium strain AGL containing plasmid

pGH00.0131 as previously described for Theobroma cacao L. (Maximova et al., 2003).

After the inoculation the explants were blotted on sterile paper towels and co-cultivated

on callus initiation medium (CI)

Supplemental Material

Table 2S-1: Basal angiosperm characteristics

Table 2S-2: Cultivation features of 25 species of Aristolochiaceae

Cultivation Supplement: Descriptions of perianth maturation, hand pollination methods,

and self-compatibility in A. fimbriata and A. elegans. Includes: Table 2S-3, Table 2S-4,

Figure 2S-1, Figure 2S-2

Table 2S-5: Genome sizes, vouchers, sources, and accessions

Figure 2S-3: Aristolochia fimbriata genotype and perianth detail

Figure 2S-4: Phylogram of Aristolochiaceae relationships

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Acknowledgements

We thank A. Omeis for plant care, Jason Stetson and Yunjiao Joy Wang for DNA

isolations; Paula Ralph for plant care and observations, pollination, seed germination, lab

assistance and tissue collection; Yi Hu for tissue collection, RNA isolations, and lab

assistance; Joel McNeal, Mario Blanco, Al Hill, Larry Rosen, Russ Strover, Victor

Wong, the New York Botanical Garden, the Botanical Gardens at the University of Ulm,

Dresden, Universidade de Coimbra, and Dawe‟s Arboretum for seed and plant material.

This research was supported by The Floral Genome Project [], The Ancestral

Angiosperm Genome Project [NSF DBI-0638595], the Biology Department of Penn State

University, and a postdoctoral fellowship by DAAD for Stefan Wanke is gratefully

acknowledged.

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Table 2S-1: A summary of relevant basal angiosperm characteristics. Familiar genera

include representatives from the family and are not intended to comprise a

comprehensive listing. Taxa are considered “commercially available” if one hundred

plants or more can be purchased, inexpensively, and can be readily propagated from seed.

1(Stevens, 2008; Bliss et al., submitted, December 2008)

2(Mabberley, 2008)

3Number of species shown for Aristolochiaceae genera from (Wanke et al., 2006a)

Order Family1,2 # Genera

/species3 Familiar genera

3 Growth form

1,2 Commercially

available

AMBORELLALES Amborellaceae 1/1 Amborella shrub, tree no

NYMPHAEALES

Nymphaeaceae 5/95

Nymphaea

Nuphar

Barclaya

Victoria

Euryale aquatic herb yes

Cabombaceae 2/6

Cabomba

Brassenia aquatic herb yes

Hydatellaceae 2/10

Hydatella

Trithuria aquatic herb no

AUSTROBAILEYALES

Austrobaileyaceae 1/2 Austrobaileya liana no

Illiciaceae 3/92

Illicium

Schisandra

Kadsura shrub, tree yes

Trimeniaceae 1/8 Trimenia

shrub, tree,

liana no

CERATOPHYLLALES Ceratophyllaceae 1/2 Ceratophyllum aquatic herb yes

CHLORANTHALES Chloranthaceae 4/75

Chloranthus

Ascarina

Hedyosmum

Sarcandra

herb, shrub,

tree no

MAGNOLIALES

Annonaceae 123/2100

Annona

Guatteris

Xylopia

Uvaria

Polyalthia

Rollinia

Artabotrys

Asimina

shrub, tree,

liana yes

Eupomatiaceae 1/3 Eupomatia shrub, tree yes

Magnoliaceae 2/221

Magnolia

Lioriodendron shrub, tree yes

Degeneriaceae 1/2 Degeneria tree no

Himantandraceae 1/2 Galbulimima tree no

Myristicaceae 19/520

Myristica

Horsfieldia

Virola

Knema shrub, tree yes

LAURALES

Calycanthaceae 3/10

Chimonanthus

Calycanthus

Idiospermum shrub, tree yes

Hernandiaceae 4/60

Hernandia

Illigera

shrub, tree,

liana no

Lauraceae 52/2550

Laurus

Litsea

shrub, tree,

parasitic vine yes

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80

Ocotea

Cinnamomum

Cryptocarya

Persea

Lindera

Cassytha

Nectandra

Phoebe

Apollonias

Beilschmiedia

Umbellularia

Monimiaceae 24/200

Doryphora

Peumus

Xymalos

Mollinedia

Tambourissa

Kibara shrub, liana no

Siparunaceae 2/57

Siparuna

Glossocalyx shrub, tree no

Gomortegaceae 1/1 Gomortega shrub, tree no

Atherosperma-taceae 7/25

Atherosperma

Daphnandra

Doryphora

Dryadodaphne

Laurelia

Nemuaron shrub, tree no

CANELLALES

Canellaceae 5/13

Canella

Cinnamodendron

Cinnamosma shrub, tree yes

Winteraceae 4/65

Drimys

Zygogynum

Pseudowintera

Takhtajania shrub, tree yes

PIPERALES

Hydnoraceae 2/15

Prosopanche

Hydnora parasitic herb no

Piperaceae 6/2750 Peperomia herb yes

Piper herb yes

Zippelia herb no

Manekia liana no

Verhuellia herb no

Saururaceae 4/6 Anemopsis herb yes

Houttuynia herb yes

Saururus herb yes

Gymnotheca herb no

Lactoridaceae 1/1 Lactoris shrub no

Aristolochiaceae 4/550 Saruma (1 sp.) herb yes

Asarum (ca. 86

spp.) herb yes

Thottea (ca. 29

spp.) shrub no

Aristolochia (ca.

450 spp.)

herb, shrub,

liana yes

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Table 2S-2: Cultivation features of 25 Aristolochiaceae taxa evaluated, with findings.

Observations based on greenhouse cultivation (at Penn State and/or Botanical

Garden, Dresden) except where indicated.

Taxon Floral productivity Maintenance Vernalization

required

Asaroideae

Saruma henryii Oliv. moderate1 low

2, 7 required

Asarum canadense L. moderate1 low

2, 7 required

Aristolochioideae genus Aristolochia L

subgenus Isotrema A. serpentaria L. ample low

2-4, 7 required

A. macrophylla Lam. sparse1 low

4, 7 required

A. californica Torr. sparse1 low

4, 7 no

A. tomentosa Sims sparse1 low

4, 7 required

A. holostylis (Duchartre) F. Gonzalez 9 sparse low no

subgenus Pararistolochia A. goldieana (Hook.f.) Hutch. & Dalz

9 sparse moderate

no

A. prevenosa F.Muell. 9

sparse moderate no A. promissa (Mast.) Keay

9 sparse moderate no

A. triactina (Hook. f.) Hutch & Dalz sparse moderate no

subgenus Aristolochia A. acuminata Lam. sparse

1 high5

no A. anguicida Jacq. sparse

1 high4, 8 no

A. clematitis L. sparse1 high

2-4, 7 no

A. elegans Mast. ample moderate4, 8 no

A. fimbriata Cham. ample low2-4 no

A. gigantea Mart. & Zucc. sparse moderate5, 8 no

A. grandiflora Sw. sparse high5, 8 no

A. passiflorafolia Rich., A. sparse1 low

3 no A. ringens Vahl. sparse

1 high5, 8 no

A. trilobata L. sparse1 high

5 no

A. lindneri Berg. 9

sparse moderate no

A. maxima Jacq9 sparse moderate no

Aristolochia. sp. 9

sparse moderate no

genus Thottea

T. siliquosa (Lam.) Hou9 sparse moderate

6, 7, no

1few or no flowers in first season

2herbaceous perennial

3diminutive vine

4vine

5very large vine

6low tree/shrub

7slow growing

8aggressive

9Botanical Garden, Dresden

10Botanical Garden, Bonn

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Cultivation Supplement

Background

Several species of Aristolochia have been reported to be protogynous, and self-

compatible (A. fimbriata, A. elegans, A. ridicula, A. ringens ; A. bracteata (Petch, 1924;

Razzak et al., 1992); A. inflata (Sakai, 2002). Autonomous self-pollination has been

reported in A. paucinervis, (Berjano et al., 2006) and cleistogamy has been suspected in

A. serpentaria . Control of pollination events, including preventing unintended pollen

delivery, is essential for reproducible genetic experiments. Therefore, we set out to 1)

determine if pollination could be prevented, 2) document post-anthesis changes in the

perianth and gynoecium useful for evaluating the receptiveness of the stigma and 3)

identify the day on which hand pollinations would be most successful. We evaluated fruit

production from autogamous pollination, in which both the pollen and stigmatic surfaces

were from the same flower (Faegri and Van Der Pijl, 1979). We also evaluated fruit

production from geitogamous pollination, in which pollen was applied to stigmatic

surfaces of a different flower on the same plant, selecting older flowers as pollen donor to

better represent the presumed protogynous strategy used by Aristolochia. Results were

compared with “outcrossings,” (xenogamous pollinations) and fruit set on bagged flowers

(Faegri and Van Der Pijl, 1979). We subsequently evaluated seed viability from pods

produced by self-pollination events, and compared it with the viability of bulk seed

collected from open air pollinations. Open air pollinated fruit was collected from the

general population of plants in greenhouse rooms housing both VL and NV cultivars, as

well as large community of pollinators, which were mostly common greenhouse “fungus

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gnats.” We confirmed reports of self-compatibility in A. elegans and A. fimbriata, and

regularly germinated seeds (up to three years old) produced from self-pollinations and

open-air pollinations.

Perianth maturation

The perianth of A. fimbriata opens early on the day of anthesis (Figure 2S-1 A),

hence referred to as day one (D1). The lobes of the gynostemium of the D1 flower appear

smooth, clean, and curved slightly inward (Figure 2S-1 D). The anthers, located on the

outside of the gynostemium are closed, but a portion of an anther locule can be pried

loose and placed onto the stigmatic surfaces to effect self-pollination on D1. The fimbriae

of the limb of day two (D2) flowers are curved inward, covering the tube and preventing

the exit of any trapped pollinators (Figure 2S-1 B). The lobes of the gynostemium are no

longer curved inward and pollen is visibly dehiscing from the locules on the outer

surfaces of the gynostemium lobes (Figure 2S-1 E). The loose pollen in D2 flowers (and

later) can be collected on the tip of the toothpick from the dehiscing anthers on the

outside of the gynostemium. The perianth of the day three (D3) flower is beginning to

visibly decline (Figure 2S-1 C). The D3 flower releases pollen abundantly, the stigma has

lost turgor, and the lobes of the gynostemium are beginning to recurve outward (Figure

2S-1 F).

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Hand pollination methods

Selected flowers were enclosed in a pollination bag at an early stage of

development to prevent pollinator access to the flower after anthesis. Each pollination

bag was constructed of an approximately 12 cm x 30 cm piece of tulle (bridal veil) with

an approx. 1.5 mm diameter pore size. The piece of tulle was folded in half, to create the

closed end of the bag. The two long sides were sewn shut with a strong, durable,

upholstery thread using 2 cm long stitches, leaving two drawstrings at the corners of the

Figure 2S-1: Aristolochia fimbriata flower A. Day one perianth at anthesis B. Day two

perianth the day after anthesis C. Day three perianth D. Day one gynostemium; anthers

have not dehisced E. Day two gynostemium; anthers have dehisced F. Day three

gynostemium, pollen abundant.

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open, shorter side. Pollination bags were wrapped gently two to three times around a stem

containing one or more flower buds, then the drawstring on the bag was tied around the

stem below the petiole of the most proximal flower. To conduct hand pollination, the

pollination bag was removed from a newly opened flower, and the perianth was removed

about halfway through the utricle (Figure 2S-2 A). A toothpick was used to transfer

pollen from the anther locules on the outside of the gynostemium of the pollen donor and

place it on the stigmatic tissue on the inner surfaces of the gynostemium of the pollen

recipient (Figure 2S-2 B). In the self pollinations conducted in these experiments, a single

flower was used both as the pollen donor and recipient (autogamous pollination). The

mature fruit was harvested approximately 4 weeks after hand pollination, when the

capsule dehisced along the six carpel valves, revealing dry seed (Figure 2S-2 C), which

was stored in paper envelopes at ambient room conditions. Seeds collected from pods

harvested before fully mature germinated poorly, if at all (data not shown).

Figure 2S-2: Hand pollination, A. fimbriata A. Sever the perianth midway through the

utricle B. Apply pollen to stigmatic surfaces. (Seal to prevent further pollen delivery) C.

Mature fruit dehiscing.

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Pollination is prevented with pollination bags

Pollination bags prevented pollination in A. fimbriata except on one occasion,

representing less than one percent of all occurrences (Table 2S-3). On that occasion, the

perianth of the “not pollinated” flower producing fruit was lost, so it could not be

inspected for the presence of a pollinator, which was likely responsible for the pollination

event. Throughout the experiments, holes in the pollination bag and poorly tied bags were

occasionally noted. Observation of an insect in the perianth at any time invalidated hand

pollination efforts for that flower.

Table 2S-3: Evaluating self-compatibility in A. fimbriata. Day two autogamous

pollination yielded greatest percent fruit set and germination success (bold).

1Percent fruit set as a fraction of hand pollinations attempted, reported as sample size

2Percent germination success as a fraction of seeds collected, reported as sample size

Self-

pollination

(autogamous)

Percent

fruit set

(sample

size) 1

Percent

germination

success

(sample

size) 2

D1 19.3 (57) 28.0 (164)

D2 29.2 (154) 49.6 (733)

D3 7.9 (76) 29.9 (128)

D4 0 (12) 0

not pollinated 0.8 (127)3

not bagged 59.0 (144)

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Day two autogamous pollinations are most successful

Hand pollination in A. fimbriata was most successful on day two, both in terms of

the numbers of seed pods produced from attempted pollinations and the viability of seed

produced in those fruits (Table 2S-3). Pods were produced from 29% of the hand

pollinations attempted on day two, from 19% of the pollinations attempted on day one,

and only 8% of hand pollination attempted on day three. The gynostemia of day four

flowers were fragile and often broke, constraining efforts to attempt hand pollinations in

flowers more than two days beyond the day of anthesis. Fruits produced by hand

pollination contained a far more variable number of seeds than fruit produced by open

air, insect pollinator-mediated pollination, which typically contained 10/15 seeds per

carpel, six carpels per fruit. The reduced seed production in fruits from self (hand-)

pollination events may be due to limited pollen transfer with hand pollination, or to

mechanical damage.

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Self-compatibility in Aristolochia elegans

Autogamous, geitonogamous, and xenogamous pollinations were evaluated using

the hand pollination methods described for A. fimbriata, using very small sample sizes.

Self pollinations of day one and day two flowers were very successful (Table 2S-4).

Viability of seed produced by hand-pollinations was not evaluated for A. elegans.

Seed germination methods

We developed in vitro methods for germinating seeds to support collection of

seedling tissues and for comparisons of seed viability. Seeds collected from fruits

Table 2S-4: Percent fruit set (sample size) in A. elegans resulting from hand pollinations

of flowers on days 1-4 with autogamous, geitonogamous and xenogamous pollen from

flowers on days 1-3. Compare to 0% fruit set on 19 flowers, bagged before anthesis to

prevent pollinator entry. Day 1 and 2 autogamous pollinations worked well, as did

xenogamous pollinations (bold)..

Age of

stigmatic

surfaces ↓

A g e o f p o l l e n s o u r c e

P o l l i n a t i o n t y p e

Autogamous Geitonogamous Xenogamous

D1 D2 D3 D2 D3 D2

D1 90 (10) 33 (3) 67 (24)

D2 80 (5)

D3 20 (5)

D4 0 (1)

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produced by open-air pollination of mixed VL and NV greenhouse stocks germinated

significantly better in wet toweling packets in a growth chamber providing 16h days, 8h

nights, 30°C days, 16°C nights than in sucrose-free media. Seeds incubated in 16h light/8

h did not germinate significantly better than seeds incubated in total darkness, but the

first set of true leaves never developed in seedlings emerging in total darkness, thus the

etiolated seedlings died (data not shown). However, seeds germinated most quickly in

potting medium, with bottom heat, in the greenhouse (up to 95% in two weeks) than in

wet toweling in a growth chamber. Furthermore, seedlings transferred from wet toweling

to potting medium in the greenhouse after the first set of true leaves appeared typically

bloomed two to three weeks later (at an older age) than did seeds germinated in potting

medium in the greenhouse. This delay reflects the additional resources available to seeds

germinating in potting medium, evident as a larger rooted seedling at four weeks than

observed on seedlings germinated in toweling (data not shown).

Effect of seed age on germination

Using in vitro (in wet toweling, 25 seeds per replicate) germination, we evaluated

the effect of age on seed viability and found no significant difference in total percent

germination of seeds planted at seven day intervals, from 7 days after collection through

147 days after collection, and mean germination was 90% (n=15) by day 63 (data not

shown). Furthermore, germination in 2.5 year old seeds was not significantly lower than

in 2 year old or 1.5 year old seeds, and mean germination was 80% (n=12) by day 77.

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Table 2S-5: Genome sizes, vouchers, sources and accessions for sequence data used.

Abbreviations: R, Rice (Oryza sativa ssp. japonica cv. „Nipponbare‟ 0.9 pg/2C); S,

Soybean (Glycine max cv. „Dunbar‟ 2.35 pg/2C), T, Tobacco (Nicotiana tabacum

cv.‟SR-1‟ 9.15 pg/2C); BG, Botanical Garden; PAC, Pennsylvania State University; DR,

Dresden. Mbp DNA for plant species is based on the assumption 1pg=980 Mbp

according to (Pfeifer, 1966; Wang et al., 2005). (BJB=collection number of the first

author). XXX Genbank accession numbers -- need to submit them when reviews come

back).

Taxon genome size (pg/2C)

+/-std. dev. (n=4) S

tandar

d

DNA content of

sample species (Mbp/1C)

Voucher, herbarium

Source GenBank

Accession

Aristolochia acuminata Lam.

1.15 +/-0.007 S 564 BJB06.06A, PAC Victor Wong (private coll.)

Wanke & Neinhuis 146, DR BG Dresden XXX

Aristolochia

anguicida Jacq.

0.81 +/-0.005 S

397

BJB06.03A, PAC Mario Blanco (private coll.)

0.89 +/-0.011 436

Wanke & Neinhuis s.n., DR BG Bonn XXX

Aristolochia

californica Torr.

1.58 +/-0.006 S 774

BJB05.02A, PAC Albert J. Hill (private coll.)

1.59 +/-0.011 R 779

Wanke & Neinhuis 143, DR BG Dresden XXX

Aristolochia

clematitis L.

0.96 +/-0.001 S

470

BJB03.07A, PAC

Seneca Hill Perennials, New

York

0.99 +/-0.001 485

0.90 +/-0.012 S

441

BJB03.03A, PAC BG University Ulm

0.98 +/-0.008 480

W. Stahmüller, KL Croatia, Is. Ilovik/Asinello XXX

Aristolochia elegans Mast.

0.81 +/-0.007 S

397

BJB03.02A, PAC Park Seed Company, cat. #0179-7 XXX 0.81 +/-0.004 397

Aristolochia

fimbriata Cham.

0.91 +/-0.004 S

446

BJB03.04A, PAC

Larry D. Rosen (“VL”)

(private coll.) XXX 0.97 +/-0.004 475

0.96 +/-0.001 S

470 BJB03.05A, PAC

Russ Strover (“VL”)

(private coll.)

0.84 +/-0.009

S

412

BJB04.08A, PAC

Jardim Botanico, Departamento de Botanica,

(“NV”), Universidade de

Coimbra XXX 0.89 +/-0.004 436

Aristolochia

gigantea Mart.

& Zucc.

0.89 +/-0.013

S

436

BJB03.01A, PAC

Kartuz Greenhouses,

California XXX 0.88 +/-0.009 431

Aristolochia

grandiflora Sw.

1.19 +/-0.009

S

583

BJB03.02A, PAC

Mario Blanco

(private coll.)

1.20 +/-0.006 588

1.17 +/-0.008 573

1.21 +/-0.012 593

1.13 +/-0.012 554

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1.26 +/-0.006 617

1.20 +/-0.006 R 588

Wanke & Neinhuis s.n., DR BG Dresden XXX

Aristolochia

goldieana (Hook.f.) Hutch.

& Dalz. 4.28+/-0.113 S 2097 Neinhuis 117, DR BG Dresden XXX

Aristolochia holostylis

(Duchartre) F.

Gonzalez 0.96+/-0.029 S 470 Neinhuis 116, DR BG Dresden

Aristolochia lindneri Berg. 0.67+/-0.018 S

328 Neinhuis s.n., DR

BG Dresden, Bolivia, San Jose de Chiquitos

Aristolochia macrophylla

Lam.

1.54 +/-0.011 S

755

BJB04.07A, PAC Dawes Arboretum, Ohio

1.53 +/-0.033 750

1.52 +/-0.025 R

745

1.52 +/-0.018 745

Neinhuis s.n., DR BG Dresden XXX

Aristolochia maxima Jacq

0.77+/-0.009 S 755 N.Pabon-Mora & F. Gonzalez,

NY NYBG

0.78+/-0.017 R 764

Gonzalez 4018, COL Panama, Parnama, XXX

Aristolochia. sp. 0.74+/-0.017 S 363 Wanke & Neinhuis s.n., DR BG Munich XXX

Aristolochia

passiflorafolia Rich.

0.74 +/-0.006 S

363 BJB06.05A, PAC

Mario Blanco

(private coll.)

Neinhuis s.n., DR Cuba, BG Dresden XXX

Aristolochia

prevenosa

F.Muell. 1.83+/-0.006

S

1793 Neinhuis & Wanke s.n., DR

BG Dresden, Queensland,

Australia, BG Dresden XXX

Aristolochia

promissa

(Mast.) Keay 4.41+/-0.013

S

4321 Neinhuis 118, DR BG Dresden XXX

Aristolochia

ringens Vahl.

0.93 +/-0.004 S

456

BJB06.07A, PAC

Mario Blanco

(private coll.) XXX 0.91 +/-0.003 446

Aristolochia

serpentaria L.

1.69 +/-0.024 S

828

BJB03.03A, PAC

Larry D. Rosen

(private coll.)

1.67 +/-0.019 818

1.57 +/-0.018 S

769

BJB05.01A, PAC B&T World Seeds

1.56 +/-0.013 764

1.61 +/-0.035 R

789

1.58 +/-0.008 774

Priv. coll. B. Westlund USA, Texas, Travis Co. XXX

Aristolochia

tomentosa Sims

1.13 +/-0.008 S

554

BJB03.06A, PAC

Seneca Hill Perennials, New

York

1.39 +/-0.010 681

1.40 +/-0.022 S 686

BJB06.01A, PAC Dawes Arboretum, Ohio

1.44 +/-0.011 R 706

Neinhuis 113, DR BG Dresden XXX

Aristolochia triactina (Hook.

f.) Hutch &

Dalz. 4.39+/-0.059

S

4302 Neinhuis 119, DR BG Dresden XXX

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Aristolochia

trilobata L.

0.91 +/-0.002

S

446

BJB04.04A, PAC Kartuz Greenhouses, California XXX

0.99 +/-0.010 485

1.01 +/-0.002 495

1.02 +/-0.004 R 500

Asarum canadense L.

10.19 +/-0.040

S

4993

BJB04.03A, PAC Joel McNeal, (private coll.) XXX

9.97 +/-0.083 4885

11.04 +/-0.307 5410

Saruma henryii

Oliv.

6.12 +/-0.044 T 2999 BJB06.08A, PAC

Heronswood Nursery,

Washington

Neinhuis 120, DR BG Dresden XXX

Thottea

siliquosa (Lam.)

Hou 1.25 +/-0.018 S 613 Neinhuis 121, DR India, Kerala, BG Dresden XXX

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Figure 2S-3: Aristolochia fimbriata genotype and perianth detail A,B VL genotype C, D

NV genotype A, C Presence, absence of leaf variegation B, D Perianth varies in shape

and color E. Perianth is highly modified for insect pollination. Modifications include

limb (li), tube (tu), syrinx (sy), utricle (ut) and gynostemium (gy), which has stamen

locules on the outside and interior stigmatic surfaces. Glass model by Leopold and

Rudolph Blatschka illustrated by Fritz Kredel (reproduced with permission). .

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Figure 2S-4: Phylogram of Aristolochiaceae relationships, showing minimal variation in

branch lengths within Aristolochiaceae. Only one tree was found in search with

maximum likelihood methods.

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Chapter 3

In vitro propagation, shoot regeneration and rooting protocols for

Aristolochia fimbriata, potential model plant for basal angiosperms

This chapter is a manuscript for submission by Barbara J. Bliss, Hong Ma, Claude

dePamphilis, Lena Landherr, Yi Hu, Siela N. Maximova to Plant Cell, Tissue and Organ

Culture.

This work resulted from collaboration among the labs of Drs. Claude

dePamphilis, Hong Ma, and Siela Maximova. Lena Landherr performed experiments

optimizing reduced light/enriched nutrient micropropagation methods (REN2, Table 3-1),

and initial stem/petiole segment regeneration methods (Table 3-6). Yi Hu assisted with

micropropagation and regeneration experiments (Tables 3-3, 3-4). All other results were

generated by Barbara Bliss.

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Short original article for submission to Plant Cell. Tissue and Organ Culture

Title: Regeneration and plantlet development from somatic tissues of Aristolochia

fimbriata

Authors: Barbara J. Bliss1, Lena Landherr

1, Claude W. dePamphilis

1, Hong Ma

1, Yi Hu

1,

Siela N. Maximova2

1Department of Biology, Institute of Molecular Evolutionary Genetics, and the Huck

Institutes of the Life Sciences, 201 Life Sciences Building, The Pennsylvania State

University, University Park, PA 16802, USA

2The Department of Horticulture, 421 Life Sciences Building, The Pennsylvania State

University, University Park, PA 16802, USA

S. N. Maximova (author for correspondence);

The Department of Horticulture, 421 Life Sciences Building, The Pennsylvania State

University, University Park, PA 16802, USA

e-mail: [email protected]

Tel: 814-863-7286

Fax: 814-865-1357

Suggested running head: Regeneration and plantlet development from somatic tissues of

Aristolochia fimbriata

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Abstract

Aristolochia fimbriata is a small herbaceous perennial in the basal angiosperm

family Aristolochiaceae. The family contains diverse floral forms ranging from radial to

monosymmetric flowers with a wide variety of insect pollinators. Additionally,

Aristolochia species contain secondary metabolites that are important natural toxins and

traditional medicines, and are critical to the reproduction of swallowtail butterflies. These

characteristics, in combination with the small genome size and short life cycle of

Aristolochia fimbriata, have prompted further development of this species as a model

system to study the evolution of basal angiosperms. As a prerequisite for developing a

genetic transformation procedure for Aristolochia, we have developed protocols for in

vitro plant multiplication, shoot organogenesis, rooting, and acclimation of tissue culture-

derived Aristolochia plants. Nodal cuttings from two different Aristolochia genotypes

were sterilized and cultured for in vitro propagation. Explants were further multiplied in

large numbers and rooted with up to 100% success. Shoot regeneration was achieved

from whole leaf, internodal stem, and petiole explants. Regeneration was observed

starting at 28 days after culture initiation on MS basal medium supplemented with 0.5

mg/L 6-benzoamino-purine (6BA), 1.0 mg/L -naphthalene acetic acid (NAA), and 1.0

mg/L thidiazuron (TDZ), followed by regeneration on MS basal medium supplemented

with 1.75 mg/L 6BA and 1.0 mg/L NAA. Maximal shoot primordia formation occurred at

frequencies up to 97%, with stem explants. Large numbers of regenerated shoots were

rooted and acclimated to greenhouse conditions and developed flowers after 2-4 weeks.

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Keywords: Aristolochia fimbriata, basal angiosperm, micropropagation, shoot

organogenesis

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Introduction

Aristolochia fimbriata is a flowering perennial plant cultivated for its interesting

flowers, attraction of butterflies, and traditional medicinal properties. The flowers of

Aristolochia species have a unipartite, monosymmetric perianth adapted for insect

pollination, while other genera in Aristolochiaceae have radially symmetric flowers (e.g.,

Saruma, Asarum) (Gonzalez and Stevenson, 2000b). Aristolochia species have been

studied for their pollination strategies associated with floral aroma and a fly-trapping

perianth (Petch, 1924; Hall and Brown, 1993; Sakai, 2002; Banziger et al., 2006;

Murugan et al., 2006; Trujillo and Sersic, 2006), as well as for species-specific host plant

relationships with swallowtail butterfly larvae. Secondary metabolites produced by

Aristolochia plants are critical for the defense and survival of the butterflies during their

larval feeding stage (Rausher, 1981; Klitzke and Brown, 2000), such that the decline of

particular swallowtail butterfly populations is attributed to the declining distribution of

particular Aristolochia species (Sands et al., 1997). These secondary metabolites include

aristolochic acids and aristolactams produced via alkaloid biosynthesis pathways (Kumar

et al., 2003).

Aristolochia species, particularly root tissues, have been used as traditional

medicines (Reddy et al., 1995) and have been subsequently studied to reveal the

molecular mechanisms underlying their observed human health effects (Lemos et al.,

1993; Levi et al., 1998; Nortier et al., 2000; Qiu et al., 2000; Hranjec et al., 2005; Hwang

et al., 2006; Meinl et al., 2006). The potent toxins found in Aristolochia offer promise in

specific applications, including antivenom (Otero et al., 2000; Jimenez-Ferrer et al.,

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2005; Abubakar et al., 2006), antibacterial (Gadhi et al., 1999; Gadhi et al., 2001a; Gadhi

et al., 2001b), antifertility (Pakrashi and Chakrabarty, 1978; Pakrashi and Pakrasi, 1979;

Gupta et al., 1996), cytotoxic (Kupchan and Doskotch, 1962; Hinou et al., 1990),

antimicrobial or trypanocidal (Abe et al., 2002; Elizabeth and Raju, 2006; Kumar et al.,

2006), and insecticidal (Lajide et al., 1993; Broussalis et al., 1999; Nascimento et al.,

2004; Jbilou et al., 2006).

In addition to its medicinal value and importance for butterfly reproduction,

Aristolochia occupies an important phylogenetic position. As a basal angiosperm from

the magnoliid clade (Jansen et al., 2007), it offers uncommon opportunities for studying

the evolution of development in flowering plants. Evolutionarily conserved

developmental pathways, such as those controlling floral organ identities in angiosperms,

have been identified via functional studies in model plants including Arabidopsis,

Petunia, Zea, and Oryza f(Kramer et al., 1998; Ma and dePamphilis, 2000; Whipple et

al., 2004; Agrawal et al., 2005; Zahn et al., 2005a) Comparative studies of these plant

species have led to hypotheses about the evolution of gene function in flowering plants

(Jaramillo and Kramer, 2004; Kim et al., 2006). However, the monocot and eudicot

lineages from which current model systems arose diverged only about 113-133 million

years ago (mya), some 28-48 million years after the angiosperm divergence

(approximately 161 mya) (Bell et al., 2005; Leebens-Mack et al., 2005). If pathways

found in monocots and/or core eudicots are also found to be present in a basal

angiosperm such as Aristolochia, this would imply that the conserved components were

present in angiosperms before the origin of these two major lineages of angiosperms.

Comparative gene-functional analysis between basal angiosperms and derived model

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plants is a powerful approach to test this hypothesis. Therefore, the development of a

basal angiosperm species as an experimental model plant will be of great benefit to the

study of plant evolutionary biology.

Plant genetic manipulation is essential for testing hypotheses about gene function,

and Agrobacterium-mediated transformation offers a convenient and efficient tool for this

purpose. Transformation can be used to generate both loss-of-function and gain-of-

function transgenic plants. The easy-to-use and efficient in planta “dip” transformation

method currently used with Arabidopsis thaliana is rare among plant systems (Bent,

2000). Traditional tissue culture based transformation systems are used in other model

plant species, including Nicotiana tabacum (An et al., 1986), Medicago truncatula

(McKersie et al., 1997), Lotus japonica (Handberg and Stougaard, 1992), Petunia

hybrida (Napoli et al., 1990), Lycopersicon esculentum (Dan et al., 2006), Brachypodium

distachyon (Draper et al., 2001), Oryza (Sallaud et al., 2003) and Zea (Frame et al.,

2002).

Efficient propagation and regeneration systems for Aristolochia fimbriata are

important prerequisites for the development of Agrobacterium tumefaciens-mediated

transformation. Prior to this study, in vitro methods for Aristolochia indica, a species

valued for medicinal use (Shafi et al., 2002), were developed using axillary shoot

multiplication and shoot organogenesis to provide source tissue for the purification of

secondary metabolites (Remashree et al., 1997); (Soniya and Sujitha, 2006). Here we

report the development of methods for micropropagation and shoot regeneration of two

genotypes of A. fimbriata, a species with a small genome size (Bharathan et al., 1994)

and promising characteristics for use as a basal angiosperm model system, such as short

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generation time and small size. These methods will provide tools for fast propagation of

large number of clonal plants and will support the development of genetic transformation

methods.

Materials and Methods

Plant material

Seeds of Aristolochia fimbriata were provided by Larry D. Rosen, Florida, USA

and by Jardim Botanico, Departamento de Botanica, Universidade de Coimbra, Portugal.

Plants were grown from the seeds and maintained in a greenhouse at The Pennsylvania

State University, University Park, PA. All seeds were germinated in soil-free potting

medium (Pro-Mix BX, Premier Horticulture Inc., Quakertown, PA) in shallow

germination trays with drainage holes, in the greenhouse at 18-27C (varying from night

to day) and 40-70% humidity. The trays were incubated on heating mats operating at

approximately 27C. Natural day length was supplemented with high-pressure sodium

lamps (1000 watt) from October through April to provide twelve-hour days. Plants

received regular watering as needed. Depending on the stage of growth, regular fertilizer

applications were provided, as a drench, alternating Peter's Professional 15-16-17 Peat

Lite Special at 200 PPM nitrogen (once to twice weekly) with Peters Professional 21-7-7

Acid Special (Scotts Horticulture, Marysville, OH) at 200 PPM nitrogen (approximately

every six weeks). The plants were drenched once a month with 100 ppm chelated iron

(Sprint 330 10% iron, RoseCare.com, Santa Barbara, CA). Plants grown from Florida

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seeds had variegated leaves (VL), while those from Coimbra were not variegated (NV)

(Figure 3-1 A and B).

Micropropagation initiation and multiplication

Six month old, healthy, flowering plants of both NV and VL genotypes grown in

greenhouse were selected for in vitro propagation. Green stems were collected from

newly developed branch terminals (NV: n=30, VL: n=35, VL: n=60). Only the three most

distal (youngest) nodes per stem were used, such that the excised explants were 1 - 2 cm

long, 1.5 – 2.0 mm in diameter, and contained one terminal or axillary bud. Fully

expanded leaves were removed and the resulting green nodal cuttings/explants were

sterilized for 20 minutes in 1% Chlorox solution (Commercial Solutions

; 6.15% sodium

hypochlorite) with 1% Tween 20 detergent (polyoxyethylene sorbitan monolaurate;

Sigma Chemical Co., St. Louis, MO, USA). Explants were rinsed three times in sterile

de-ionized water and stems freshly trimmed to a 45 angle before being inserted into 60-

75 mL micropropagation initiation medium (MI, Table 1) in disposable plastic food cups

(Sweetheart, Owings Mills, MD, #DSD8X and #LDS58). Five explants were placed in

each cup. Cultures were incubated in a Conviron growth chamber (Winnipeg, Canada) at

25C with 300 micromoles m-2

sec-1

light (16 hours a day) for approximately 20 days.

For further in vitro multiplication, single node stem explants 1-2 cm long with a terminal

or axillary shoot were excised from the newly developed tissue cultured A. fimbriata

plants and cultured on different micropropagation media (MP). The MP media evaluated

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contained 6-benzoaminopurine (6BA) and -naphthalene acetic acid (NAA) in eight

combinations (Table 3-1). The number of shoots propagated from each greenhouse

cutting was counted after 21 days and significant differences among the media were

determined by the nonparametric Mann-Whitney test, using Minitab WINSV12.11

software (State College, Pennsylvania, U.S.A.).

Figure 3-1: Aristolochia fimbriata regeneration. A. Variegated leaf (VL) genotype; B.

Non-variegated (NV) genotype; C. Regenerating petiole from whole leaf explant; D.

Elongating shoots; E. Regenerating stem from small section; F. Regenerating petiole

from small section; G. Single shoot, separated and rooted; H. Rooted regenerant after 7

days in soil. Scale bars = 1cm (A, B, C, D, G, H) or 1 mm (E, F).

Table 3-1: Media formulations for micropropagation and shoot organogenesis.

Media Components MI MP RI REN1 REN2 SI SR

MS basal medium

(g/L) 4.4 4.4 2.2 2.2 3.3 4.4 4.4

6BA (mg/L) 2.5 1.0 -

5.0 - - - 0.0 - 0.5 1.5 - 2.0

NAA (mg/L) - 0.0 -

1.0 - - - 0.50 - 1.75 1.0

TDZ (mg/L) - - - - - 0.0 - 1.1 -

IBA (mg/L)

0.25 - 0 - 1 - - - -

Sucrose (g/L) 30.0 30.0 20.0 20.0 20.0 30.0 30.0

PhytaGel (g/L) 2.0 2.5 2.7 2.8 2.7 2.7 2.7

pH 5.5 5.7 5.5 5.7 5.7 5.7 5.7

Abbreviations: MI - micropropagation initiation; MP – micropropagation medium; RI -

root initiation; REN1 - root elongation #1; REN2 - root elongation #2; SI - shoot

induction; SR – shoot regeneration; MS - Murashige and Skoog basal medium; 6BA - 6-

benzoamino-purine; NAA - -naphthalene acetic acid; TDZ - thidiazuron; IBA - indole-

3-butyric acid.

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In vitro rooting

In vitro propagated apical or axillary shoots with two nodes and two buds were

excised from propagules in MP medium. Fully expanded leaves were removed, the stems

freshly cut at a 45 degree angle and inserted into hormone-free modified root elongation

medium #1 or #2 (REN1 or REN2) in which the agar in the original RE medium

(Maximova et al., 1998), was substituted with PhytaGel (REN1, REN2, Table 3-1).

Additionally, REN2 medium contained 50% more MS salts and vitamins than REN1.

Explants were placed in the medium straight up so that the lowest node and stem below

were fully immersed. Explants were incubated in the dark for 3 days and then transferred

to low-light conditions (20-100 micromoles m-2

sec-1

, 16 hours a day) at 25C. When

roots were visible, each plant was transferred to an individual container with fresh REN1

(cultured under high-light conditions: 300 micromoles m-2

sec-1

light, 16 hours a day) or

REN2 medium (cultured under medium-light conditions: 150 micromoles m-2

sec-1

) at

25C. Rooted plants were maintained on REN1 or REN2 media and every 21-28 days,

plants were trimmed and transferred to fresh medium. Plant/shoot clusters of more than

three shoots were divided at the crown so that individual rooted plants and non-rooted

shoots were separated and transferred to fresh medium. Only rooted plants were used as

stock plants in further rooting and regeneration experiments.

The effect of incubation with different concentrations of indole-3-butyric acid

(IBA) on rooting efficiency was evaluated. For this experiment 8-15 stem explants from

NV and VL genotypes were excised from rooted plantlets in REN1 medium and inserted

into solid root initiation (RI) medium supplemented with 0, 0.5, or 1.0 mg/L IBA (RI,

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Table 3-1). Explants contained two nodes and fully expanded leaves. Explants in RI

medium were incubated in the dark for 3 days at 25C, then transferred to low light

conditions until roots appeared, at which time the newly rooted plantlets were returned to

culture on fresh hormone-free REN1 medium in a Conviron growth chamber under high-

light conditions. The number of rooted plants was recorded after 30 days. To determine if

any factors or interactions among factors had a significant effect on the number of roots

produced or average root length the percentage rooting data were analyzed with the two-

way general linear ANOVA model of Minitab WINSV12.11.

Shoot regeneration from whole leaf explants

All regeneration media evaluated contained 4.4 g/L Murashige and Skoog (MS)

basal medium salts (Murashige and Skoog 1962) with Gamborg vitamins (Gamborg et al.

1968) (Sigma M5519), 30 g/l sucrose, solidified with PhytaGel (Sigma P8169) (Table 3-

1). Leaf explants were cultured first on shoot induction media (SI) with different

concentrations of 6BA, NAA and thiadiazuron (TDZ) (Table 3-1). SI media (50 ml

aliquots) were poured in 100 x 20 mm Petri dishes (VWR cat. 25382-166, Becton

Dickinson Falcon, Franklin Lakes, NJ, USA). The top two fully expanded, dark green

apical leaves of primary or axillary shoots from in vitro rooted NV plants and VL plants

on REN1 medium were cut into approximately1.5 cm2 explants. The explants from the

base of the leaves included 0.5-1 cm (more than one half) of the petiole. After loosely

chopping up the medium with sterile forceps, the explants were gently pressed, abaxial

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surface up, into the medium to assure good contact. A total of 25 explants per genotype

(5 explants per Petri dish) were cultured for the individual treatments evaluated. Cultures

were incubated in the dark at 25C for 14 days on SI medium. The explants were then

transferred to shoot regeneration (SR) media with different concentrations of 6BA (Table

3-1), and incubated for an additional 14 days in the dark, at 25C. During the course of

the experiment the leaf explants expanded and were transferred from Petri dishes to

disposable plastic food cups as explant size increased. After a total of 28 days in the dark,

cultures on SR media were transferred to low-light for shoot elongation. The explants

were inspected and transferred to fresh SR every 14 days, 4 more times. Explants

producing shoot primordia were subdivided into clusters of 1-3 shoots as needed, to allow

elongation and additional shoot proliferation. After 21-42 days of elongation, individual

shoots with two extended nodes and leaves were transferred from SR media to rooting

medium (REN1, Table 3-1) as described above. A binary logistic regression model was

applied to all the media treatments producing shoots using Minitab WINSV12.11 to

determine if plant genotype, level of NAA in the SI media, level of 6BA in the SR media,

or interactions had a significant effect on the percent of explants regenerating.

Shoot regeneration from petiole and stem sections

For the first two sets of experiments, explants were generated by excising 2 - 3

mm long stem and petiole segments from the upper three nodes of dark green rooted A.

fimbriata VL and NV plants maintained in REN1. Explants were placed horizontally on

SI medium (Table 3-1) containing 0.5 mg/L 6BA, 1 mg/L NAA, and 1 mg/L TDZ, and

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pressed lightly into the media to ensure adequate contact (up to 60 explants per plate).

Cultures were incubated in the dark at 25-27C for 14 days, and then transferred to low-

light. Cultures were separated in three different groups and each group was incubated on

SI for a different period of time including: 14, 21 or 40 days. After that, the cultures from

each group were transferred to SR medium (Table 3-1) containing 1.75 mg/L 6BA and

1.0 mg/L NAA. All media were refreshed every 14 days. Number of explants

regenerating was evaluated at 40 days. Using Minitab WINSV12.11, a binary logistic

regression model was applied to determine if genotype, tissue type, length of time on SI

media, or interactions significantly affected regeneration.

In a third set of experiments, stem and petiole explants (2-3 mm long) were

selected from rooted VL plants maintained on REN2 medium (Table 3-1). The explants

were cultured on SI medium (20 to 30 explants per plate) for 14 days as described above

then transferred to fresh SR medium every 14 days. At each transfer, cultures were

evaluated and explants with visible shoot primordia were moved to low-light. The rest of

the explants were incubated in the dark until primordia were developed. When distinct

leaves were visible, the base and sides of the newly regenerated shoots were trimmed to

remove remaining callus tissue and the shoots were transferred to REN2 medium in

sterile cups under low-light to promote shoot elongation. Explants on REN2 were

transferred to fresh medium every 4-5 weeks until roots and shoots with fully expanded

leaves were developed. Plants with two or more roots and minimum 3 cm total root

length were transplanted to into multi-cell plant trays with 4-cell packs (Kord, Canada)

filled with water-saturated soil-free potting mix consisting of one part Metro-Mix 200

(Sun Gro Horticulture. Ltd., Vancouver, B. C., Canada) and four parts Miracle-Gro

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Potting Mix, which contains Miracle-Gro slow-release plant fertilizer (Scotts Miracle-

Gro, Scotts Horticulture, Marysville, OH). Potted plants were covered with clear plastic

lids and placed in the growth chamber under medium-light, shaded with one layer of

white paper towels for one day to reduce transplant shock. Plants were acclimated for one

more week by gradually opening the plastic lids to reduce the humidity. The lids were

completely removed by the end of day three. The acclimated plants already in soil were

then transferred to the greenhouse (conditions previously described) where they were

monitored weekly and the number of healthy plants was recorded.

Results

Micropropagation and in vitro rooting

To generate and maintain a large number of aseptic plants as a source of explant

tissue for regeneration and transformation experiments, we developed protocols for A.

fimbriata micropropagation and subsequent in vitro rooting (Fig. 3-2). Single node green

cuttings from two different genotypes of A. fimbriata were obtained from greenhouse

stock plants and introduced into tissue culture on MI medium (Table 3-1). All cuttings of

both genotypes developed at least two new axillary shoots, doubling the number of shoots

in 21 days. To optimize micropropagation, we evaluated the effect of NAA and 6BA

concentrations in MP medium. At 21 days after culture initiation the mean multiplication

rate for treatments without NAA was significantly greater (P<0.05) than for treatments

containing NAA (Table 3-2). Statistical analysis also indicated that this response was not

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a function of 6BA level (Table 3-2). However, our results demonstrated that explants in

MP containing 1 mg/mL 6BA and no NAA had the highest mean multiplication rate of

3.06 fold (P<0.05) (Table 3-2).

Shoots obtained by multiplication or de novo organogenesis were further cultured

for rooting. To optimize the rooting protocol, we experimented with RI medium

supplemented with different concentrations of IBA (Table 3-1), providing a brief period

of root induction, followed by transfer to hormone free medium (Fig. 3-2). The number

of roots and average root length were recorded for each of the concentrations after 28

days of culture. The data met the normal distribution assumption of the two-way

ANOVA model, but no significant effects of genotype, IBA concentration, or interaction

were detected. Our results indicated that all explants placed in hormone-free medium

Figure 3-2: Schematic representation of micropropagation and regeneration protocols of

A. fimbriata. The number of days at each step is indicated

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(REN1, Table 3-1) with the lowest node submerged, followed by culturing in low-light,

developed roots in 21-30 days (Table 3-3). Therefore we discontinued use of RI medium

and continued to introduce single shoots directly into REN1 or REN2 medium for rooting

and further maintenance. The tissue culture initiation, multiplication, and rooting

protocols reported here (Fig. 3-2) yielded approximately six times more plants than the

original number of explants introduced into culture and have been successfully

implemented with both genotypes (NV, VL) of greenhouse-cultivated plants ranging

from three months to four years in age.

Rooted plants in the initial REN1 media developed large, deep green leaves,

abundant roots, and multiple stems from a single crown, similar to plants grown in the

greenhouse. Compact, rooted stock plants in REN1 media provided an ample supply of

fresh leaves for shoot regeneration experiments. The stock plants were trimmed and

Table 3-2: The effect of plant growth regulators on axillary shoot proliferation at 21 days

after culture initiation.

Combination of plant growth

regulators # New shoots

harvested

# Nodal

cuttings

initiated

Multiplication

factor NAA mg/L 6BA mg/L

1.0 3 36 25 1.44

0.5 3 36 20 1.80

0.1 5 50 22 2.27

0.1 4 48 25 1.92

0.1 3 46 24 1.92

0.1 2 35 20 1.75

0.0 3 47 20 *2.35

0.0 1 52 17 *3.06

*Mean multiplication for treatments without NAA was significantly greater (P<0.05).

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transferred to fresh REN1 medium every 3-5 weeks. To reduce the need for frequent

transfer and to improve the overall health of the stock plants, during the later stages of the

experiment, the rooting medium was modified by increasing the MS basal media

concentration by 50% (REN2) and the light intensity was decreased by about 50% to 150

micromoles m-2

sec-1

. Plants under these conditions produced longer internodes and

reduced number of roots compared to the REN1 plants. The plants on REN2 also

required media replacement less frequently (every 4-5 weeks).

Shoot regeneration

To develop shoot organogenesis methods for A. fimbriata, we subjected leaf

explants to different concentrations of auxins and cytokinins in a two-step protocol

consisting of shoot induction (SI) and shoot regeneration (SR) steps. Results from our

preliminary experiments, titrating TDZ and 6BA in different combinations, indicated that

shoot primordia were initiated only on SI media supplemented with 0.5 mg/L 6BA and

1.0 mg/L TDZ (data not shown). Thus we further optimized the protocol by evaluating

Table 3-3: Effect of indole-3-butyric acid (IBA) on rooting of shoots multiplied in vitro.

Two-way ANOVA indicated no significant differences ( = 0.05) in average number of

roots/shoot or average root length among IBA levels.

IBA (mg/L) % Rooted

shoots (n)

Average number

of roots/shoot

± SD a

Average total root

length/plant (mm)

± SD b

0.0 100 (17) 2.6 ± 1.1 32.8 ± 14.6

0.5 100 (29) 2.6 ± 1.6 29.2 ± 15.8

1.0 100 (27) 2.7 ± 1.6 27.2 ± 14.2

a - Only the number of the primary adventitious roots was counted.

b - All primary and secondary adventitious roots were measured.

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four different concentrations of NAA in the SI medium and three different concentrations

of 6BA in the SR medium. Each NAA treatment in the SI medium was followed by each

6BA treatment in the SR medium, for a total of 24 separate combinations of SI/SR

medium (Table 3-4). Shoot regeneration from whole leaf explants was observed on all SI

media containing 1.0 mg/L NAA (Table 3-4). Regeneration from explants induced with

SI media containing 1.0 mg/L NAA was not significantly different than media containing

0.5 or 1.5 mg/L NAA. However, 1.75 mg/L NAA in the SI media produced significantly

fewer regenerating explants (P<0.05). The SR media supplemented with 1.5 or 2.0 mg/L

Table 3-4: Direct organogenesis of Aristolochia fimbriata from whole leaf explants. The

shoot induction medium (SI) contained 0.5 mg/L 6BA and 1.0 mg/L TDZ in addition to

the NAA concentrations evaluated. The shoot regeneration medium (SR) contained 1.0

mg/L NAA in addition to the 6BA concentrations evaluated.

Induction

medium

Regeneration

medium % Explants regenerating

*NAA (mg/L) *6BA (mg/L) VL

NV Overall

0.50 1.50 20 4 12

0.50 1.75 0 0 0

0.50 2.00 16 4 10

1.00 1.50 20 8 14

1.00 1.75 36 36 36

1.00 2.00 12 4 8

1.50 1.50 0 0 0

1.50 1.75 8 20 14

1.50 2.00 4 16 10

1.75 1.50 0 0 0

1.75 1.75 8 0 4

1.75 2.00 0 0 0

*Binary logistic regression factors with a significant effect on regeneration (P<0.05). The

overall best combination of media is highlighted in bold.

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6BA produced lower number of regenerating explants than 1.75 mg/L 6BA (P<0.05).

Overall, the greatest percentage of regeneration (36%) occurred in explants initiated on

SI medium containing 1.0 mg/L NAA, followed by regeneration on SR media containing

1.75 mg/L 6BA (Table 3-4). The results of binary logistic regression analysis indicated

that the amounts of NAA in the SI media and 6BA in the SR media each independently

had a significant effect on regeneration. Genotype and interactions were not significant

factors in the statistical model. Close observation of whole leaf explants on SR medium

indicated that shoot primordia originated only from the petiole region (Fig. 3-1C). Shoots

elongated and developed 2-3 leaves between 28 and 56 days on SR medium (Fig. 3-1D).

To maximize the efficiency of the protocol, we evaluated the regeneration

potential of small sections of different vegetative organs. Root and leaf blade sections,

and sections containing the base of the leaf without the petiole did not regenerate.

Regeneration from leaf bases with the petiole attached (data not shown) was comparable

to that of the whole leaf explant (36%, Table 3-4). Stem and petiole sections regenerated

more successfully (up to 67.5 %), with minimal callus formation (Table 3-5).

Additionally, stem and petiole explants offered the substantial advantage of reducing the

space required by the regeneration system by 80%.

The culture time of stem and petiole explants on SI medium was studied in two

separate experiments where incubation periods of 14, 21 and 40 days were evaluated. For

this experiment explants were collected from plants cultured on REN1 under high-light

conditions. The results indicated that the percentage of regenerating explants was the

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highest for explants cultured on SI medium for 14 days only (Table 3-5). The results of

the first experiment demonstrated that explants cultured on SI medium for 21 days

produced a significantly lower percentage of regenerating explants compared to the

explants cultured on SI medium for 14 days (P<0.05). However, there was no significant

difference observed between the 14-day and 21-day treatments in the second experiment.

Explants cultured on SI medium for 40 days in both experiments produced regenerating

explants with significantly lower success (Table 3-5). Statistical analysis of the data

Table 3-5: Shoot regeneration of petiole and stem explants. Explants from source plants

maintained on REN1 medium were incubated on SI medium for varying periods of time.

Data was collected at 40 days after regeneration culture initiation.

Experiment

number

Tissue

type *

Number of

days on SI *

Number of

replicates

Total #

explants

per

replicate

% Explants

regenerating

(Std. dev.)

A petiole 14 3 9-10 57.8 (15.4)

21 3 9-10 21.5 (1.3)

40 3 10 53.3 (5.8)

stem 14 3 14-15 16.7 (10.9)

21 3 14-15 4.8 (8.2)

40 3 14-15 22.5 (15.1)

B petiole 14 6 5-8 58.9 (25.6)

14 6 7-11 50.3 (43.5)

21 6 5-10 49.0 (27.1)

21 6 7-10 67.5 (27.4)

40 6 4-10 37.8 (17.5)

40 6 4-11 49.3 (35.3)

stem 14 6 8-10 44.1 (44.4)

14 6 6-12 51.6 (38.9)

21 6 7-11 35.1 (26.6)

21 6 6-11 36.6 (37.7)

40 6 7-11 32.8 (22.6)

40 6 8-12 29.4 (27.6)

*Binary logistic regression factors with a significant effect on regeneration (P<0.05).

Significantly better treatments are indicated, in bold.

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indicated that stem explants were significantly less likely (P < 0.05) to regenerate than

petiole explants. The tissue type and number of days on SI (14, 21, 40) were significant

factors (P < 0.05) in the statistical model. Interactions and genotype were not significant

factors. Overall, the best regeneration occurred from petiole explants induced on SI

medium for 14 days (Table 3-5).

The regeneration of stem and petiole explants was further evaluated with explants

collected from plants maintained on REN2 medium and under medium-light conditions.

In this experiment, 60% of petiole explants regenerated shoots, which was less than the

80 - 97% regeneration recorded for stem explants (Table 3-6). Both petiole and stem

explants regenerated at higher frequency than the maximum regeneration recorded for

whole leaf, stem and petiole explants collected from plants maintained in vitro on REN1

and in high-light conditions (Tables 3-4, 3-5). Furthermore, on average, each stem or

petiole explant in the last experiment produced 3 shoots per explant (Fig. 3-1E and F),

with the highest number of shoots per explant (7) recorded for stem explants (Table 3-6).

All of the newly regenerated shoots uniformly elongated and developed roots on REN2

medium approximately four weeks after transfer (Table 3-6, Fig. 3-1G). Plants with at

Table 3-6: Shoot regeneration, rooting and acclimation of plants regenerated from

petiole and stem explants from plants maintained in REN2 medium.

Experiment

number

Tissue

type

Total #

explants

Explants

regenerating

(%)

Total

#

shoots

Rooted

shoots

(%)

Acclimated

plant

(%)

1 petiole 10 60 21 100 100

stem 10 80 69 100 100

2 stem 30 97 90 100 100

stem 18 94 46 100 100

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least two roots and minimum 3 cm total root length were transferred to soil and

acclimated to greenhouse conditions (Fig. 3-1H). Acclimation to greenhouse conditions

was 100% successful (Table 3-6).

Discussion

Aristolochiaceae occupies an important phylogenetic position for research on

evolution of plant development. Aristolochia species also produce many secondary

metabolites with valuable medicinal properties and have interesting morphological, and

biochemical features important for different insects (Rulik et al., 2008). This manuscript

describes the first successful protocol for micropropagation, regeneration, in vitro rooting

and acclimation of two genotypes of Aristolochia fimbriata (Fig. 3-2).

During our initial attempts to regenerate shoots from Aristolochia fimbriata leaf

explants, we evaluated shoot organogenesis methods reported for Aristolochia indica

(Manjula et al., 1997; Remashree et al., 1997; Soniya and Sujitha, 2006), tobacco , and

apple (Fisher and Guiltinan, 1995; Maximova et al., 1998). The higher levels of cytokinin

applied under these protocols caused the tissue to blacken and die in 2-3 weeks. Thus, the

concentration of 6BA was reduced in the regeneration media, while the concentration of

TDZ (a synthetic plant growth regulator that has both auxin and cytokinin effects )

remained at 1 mg/l as applied for regeneration from apple leaf tissue (Maximova et al.,

1998; Murthy et al., 1998). Additionally, the results from our study indicated that the

light intensity applied during the micropropagation of A. fimbriata had an influence on

the shoot and plant growth during micropropagation, and also on shoot organogenesis

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from stem and petiole explants. The initial high-light micropropagation protocol

produced plants closely resembling greenhouse plants with respect to compact form, leaf

size, and root development. The plants propagated under the medium-light developed

slightly elongated stems with smaller, but darker-green leaves compared to the high-light

plants. The cultures under high-light needed to be transferred to fresh medium every 3

weeks due to leaf yellowing, while the plants under medium-light and increased MS

concentration required transfers every 4-5 weeks. Moreover stem and petiole explants

from plants under medium-light regenerated more uniformly and with greater success

then the explants from the high-light plants. The variation observed in the shoot

regeneration response could be explained with different “preconditioning” of the tissues

under the different light condition and increased basal medium concentration (Mohamed

et al., 1992). Plant tissues could be developing different cell sizes or have different

photosynthesis rates, or the effects could be due to changes in the nutrient metabolism or

endogenous hormone production (Saebo et al., 1995; Husaini and Abdin, 2007; Molina et

al., 2007; Tabatabaei et al., 2008). Further analysis of the tissues from plants propagated

under the different micropropagation regimes is necessary to reveal the underlying

physiological differences influencing organogenesis.

Conclusions

The high frequency protocols reported here for in vitro propagation of A.

fimbriata could provide a large quantity of greenhouse ready clonal material in a period

as short as three months, with minimal space requirements. Furthermore, these protocols

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are currently used for the development of a genetic transformation system for A.

fimbriata VL genotype. The ability to study gene function in vivo in this species will

complete an important requirement for the establishment of A. fimbriata as a model

system for basal angiosperms. To further support these efforts, our group has generated

over 30,000 EST sequences from traditional cDNA libraries constructed of whole plant

tissues and pre-meiotic flower buds of A. fimbriata (B. J. Bliss, L. Landherr, Y. Hu, S.

Clifton, J.H. Leebens-Mack, H. Ma, and C. W. dePamphilis, unpublished data) and

greatly expanded transcriptome sequencing is underway as part of the Ancestral

Angiosperm Genome Project (NSF DEB-0638595). The addition of A. fimbriata to the

increasing selection of plant model systems will provide insight into the immediate

progenitor of monocots and eudicots, the two largest and most successful major

angiosperms clades.

Acknowledgements

This work was supported by National Science Foundation grants to C.

dePamphilis and H. Ma (DBI-0115684 and DBI-0638595) and to M. Guiltinan (NSF

430-47/60A), a DOE grant to H. Ma (DE-FG02-02ER15332), and by the Department of

Biology and Huck Institute of Life Sciences of the Pennsylvania State University. We

thank M. Guiltinan for providing the tissue culture lab and growth facility space, and for

editing this manuscript. We also thank L. Rosen and Jardin Botanico, Universidade de

Coimbra for providing seeds; Anthony Omeis for plant care; Brett Shook, Laura Warg,

and Paula Ralph for assistance with tissue culture experiments; Guanfang Wang, Zhe

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Chen, and Yan Zhang for statistical support, and Dr. Stefan Wanke for valuable

discussion. Our initial efforts in developing a micropropagation system for Aristolochia

fimbriata were aided by the unpublished findings of C. Bravo, G. Yormann, and B.

Llorente, recorded in Acta Horticulturae conference proceedings (1999).

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Chapter 4

TCP gene family evolution

This chapter contains data, analyses, and plans for research that may be submitted

for publication by Barbara Bliss.1

1Department of Biology, Institute of Molecular Evolutionary Genetics, and the

Huck Institutes of the Life Sciences, 201 Life Sciences Building, Pennsylvania State

University, University Park, PA 16802, USA

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Founding members: TB1, CYC, and PCF

The TCP family of transcription factors was named for the initially recognized

members, TEOSINTE-BRANCHED1 (TB1, from Zea mays), CYCLOIDEA (CYC from

Antirrhinum majus) and PROLIFERATING CELL FACTOR genes (PCFs from Oryza

sativa ssp. japonica) (Cubas et al., 1999a). TCP genes participate in cell cycle regulation

and modulating organ outgrowth, affecting the development of plant architecture, floral

form, leaf morphology, and other aspects of plant development. Existing studies have

examined TCP gene family evolution using sequences from the fully sequenced genomes

of Arabidopsis and Oryza (Howarth and Donoghue, 2006; Yao et al., 2007), and traced

TCP genes back to the earliest land plant lineage (Navaud et al., 2007). Recent work on

the role of TCP genes in the development of form in monocots and core eudicots suggests

they play a general role in the evolution of form in flowering plants. An understanding of

TCP sequence evolution in the context of recently available basal angiosperm sequence

data will support future studies of the evolution of function of this important gene family.

A review of the published literature concerning TCP gene function in flowering plants is

followed by my preliminary work to understand how molecular evolution has led to

lineage-specific traits under the influence of TCP family genes.

The TEOSINTE-BRANCHED1 (TB1) was identified as the locus responsible for

the existing tb1-ref maize loss of function mutant (Burnham, 1959). The tb1-ref mutant

produced long lateral branches with tassels (male inflorescences) at some upper nodes,

and tillers (axillary branches) at the basal nodes; a plant architecture resembling that of

teosinte , the wild Mexican grass (Doebley and Stec, 1991). Modern Zea mays produces

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reduced lateral branches that terminate without branching in ears (female inflorescences).

Quantitative trait loci (QTL) analysis identified the TB1 locus as one of five loci

contributing to the remarkable change in plant and inflorescence architecture between

Zea mays ssp. mays and its teosinte (Zea mays ssp. parviglumis) progenitor (Doebley et

al., 1995) that facilitated the transition to modern agriculture..

CYCLOIDEA (CYC) was found in a semi-peloric mutant of Antirrhinum majus

and was the first gene described affecting flower symmetry (Luo et al., 1996). The

Antirrhinum flower has a single dorsoventral plane of symmetry, with one distinct ventral

(abaxial) petal, two lateral petals, and two larger dorsal (adaxial) petals. The adaxial

stamen is aborted, leaving only four stamens at maturity. Complete peloric mutants have

radially symmetric flowers and can occur in natural populations of zygomorphic species,

or can be induced. Semi-peloric Antirrhinum mutants lacking a functional CYCLOIDEA

(CYC) gene exhibited increased radial symmetry because the lateral, and, to some extent,

dorsal organs, acquired a ventralized form (Luo et al., 1996). CYC mutants also produced

an extra floral organ in the sepal, petal, and stamen whorls (Luo et al., 1996).

The third members of the TCP family, PROLIFERATING CELL FACTOR1

(PCF1) and PCF2 are required for activating proliferating cell nuclear antigen (PCNA) in

Oryza sativa ssp. japonica (Kosugi and Ohashi, 1997). PCNA is essential for regulating

proliferation and cell cycle progression during the transition from G1-to-S phase,

exclusively in meristematic tissues (Waga et al., 1994; Kosugi and Ohashi, 1997;

Warbrick, 2000). PCF1 is expressed in all tissues examined, but PCF2 was found only in

meristematic tissue where PCNA was also expressed (Kosugi and Ohashi, 1997). PCF1

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and PCF2 may act by formation of homo- or heterodimers, activating PCNA expression

only in tissues where all are expressed (Kosugi and Ohashi, 2002).

TCP gene functions

The TCP family transcription factors act generally to promote elaboration of form

(PCF1 and PCF2) or to repress it (CYC and TB1) by regulating the cell cycle. These

genes have been collected into two broad classes of TCP proteins based on amino acid

similarity in the TCP transcription factor domain, which is composed of approximately

221 bases (Cubas et al., 1999a). The TCP domain contains a unique basic helix loop helix

(bHLH) DNA binding motif, which has a different structure and DNA-binding specificity

than does the bHLH domain found in MyoD (Murre et al., 1989a; Murre et al., 1989b;

Weintraub et al., 1991; Cubas et al., 1999a). The class I proteins contain the proliferating

cell factor proteins. The class II proteins have been subdivided into class II and class III,

with class II remaining the designation for the clade containing CYC and TB1, and

referred to by some as the ECE clade (Howarth and Donoghue, 2006; Koyama et al.,

2007; Navaud et al., 2007; Yao et al., 2007).

Class I TCP proteins

In Arabidopsis, the class I protein TCP20 interacts with the Arabidopsis PCNA2

promoter in a manner similar to that of PCF2 with Oryza PCNA. Both PCNA2 and PCNA

contain a telo box element, and a cis-acting site II motif, although the bases differ slightly

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(Tremousaygue et al., 1999; Tremousaygue et al., 2003). TCP20 binds the PCNA2 site II

motif, which is required and sufficient to activate PCNA2 expression in cycling cells in

meristematic tissue (Tremousaygue et al., 1999; Tremousaygue et al., 2003). TCP20 also

interacts with AtPur, a protein that binds the telo box on PCNA2, and may stimulate

transcription by opening chromatin and interacting with transactivators, recruiting them

for further control of cell cycle activities (Tremousaygue et al., 1999; Tremousaygue et

al., 2003). Along with PCNA and AtPur, Arabidopsis mitotic cyclin, CYCB1:1 binds

TCP20 at the GCCCR motif, upregulating CYCB1:1 at the G2/M transition (Li et al.,

2005). Many promoters of ribosomal proteins and other proteins required for cell cycling

contain the site II and telo box elements (Tremousaygue et al., 2003), as do nuclear genes

encoding components of the mitochondrial oxidative phosphorylation machinery which is

essential for mitochondrial biogenesis prior to cell division (Welchen and Gonzalez,

2006).

Class II TCP proteins

Class II TCP gene expression generally represses outgrowth. TB1 was shown to

repress branch and female inflorescence outgrowth from secondary axillary meristems

where TB1 mRNA accumulates (Doebley et al., 1997; Hubbard et al., 2002; Howarth and

Donoghue, 2006). Two homologs of TB1 in Arabidopsis, BRC1/TBL1 and BRC2

(formerly TCP18 and TCP12) also repress axillary outgrowth with high accumulations of

mRNA in unelongated buds and low levels in elongating buds (Aguilar-Martinez et al.,

2007; Finlayson, 2007). Genetic analyses indicate they respond to and integrate auxin and

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the MORE AXILLARY GROWTH (MAX) signals to control bud outgrowth (Aguilar-

Martinez et al., 2007; Finlayson, 2007). In Sorghum, increased exposure to far red light

induces a shade avoidance syndrome, accompanied by reduced levels of phytochrome B,

reduced axillary outgrowth, and increased expression of TB1, suggesting TCP genes play

a role in producing architectural responses of plants to light in the environment (Kebrom

et al., 2006)

CYC, another class II TCP gene, has been shown to regulate cyclins D1, D3a, and

D3b (Gaudin et al., 2000). The D-cyclins are induced by cytokinins, and act to induce

cell division . CYC specifically represses cyclin D3b in the dorsal stamen primordia,

which are aborted in the mature wild-type flower, consistent with termination of cell

division activity (Riou-Khamlichi et al., 1999; Gaudin et al., 2000). TB1 and related

genes may produce their effects by similar interactions with cyclins.

In Arabidopsis, TCP1, the most likely CYC ortholog, is expressed early in the

adaxial (dorsal) part of the floral meristem (as CYC is in Antirrhinum), but expression in

Arabidopsis is not maintained later in development. The difference in timing may

account for the polysymmetry of the mature Arabidopsis flower (Cubas et al., 2001). In

Brassicaceae, the CYC homolog laTCP1 from Iberis amara is expressed differentially

across the corolla when the greatest petal growth occurs, and produces a wild-type

monosymmetric perianth (Busch and Zachgo, 2007). TCP1 (Arabidopsis) and CYC

(Antirrhinum) are also expressed in the adaxial regions of all axillary shoot meristems in

Arabidopsis , and in axillary shoot meristems immediately below the oldest floral

meristem in Antirrhinum (Cubas et al., 2001; Clark and Coen, 2002).

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In Solanum tuberosum, transcripts of the class II protein, SSTCP1, are

concentrated in dormant buds, which are typically arrested in G1. In sprouting buds,

which consist of cycling cells, the transcripts of SSTCP1 are not detectable (Faivre-

Rampant et al., 2004).

CYC genes have been implicated in floral form in all lineages investigated,

including the bisymmetric flowers of the basal eudicots (Papaveraceae; Ranunculales)

(Damerval et al., 2007; Damerval and Nadot, 2007). Duplications in class II TCP family

genes have provided raw materials for neo- and sub-functionalization, supporting floral

form divergence (Ohno, 1970). The extent to which class II TCP genes have been

involved in independent origins and losses of monosymmetry has been investigated in

large families with highly derived and canalized floral form (Orchidaceae, Fabaceae,

Asteridae, Dipsacaceae) (Cubas, 2004) as well as in several species in the same family

and order as Antirrhinum (Plantaginaceae, Lamiales) (Vieira et al., 1999; Gubitz et al.,

2003; Hileman and Baum, 2003). These analyses indicate a duplication in the CYC

lineage occurred prior to the divergence of the Antirrhinae to generate the CYC/DICH

paralogs, which are now under purifying selection (Hileman and Baum, 2003).

In Antirrhinum, a second locus DICHOTOMA (DICH), is responsible for a semi-

peloric mutant in which organ number is not affected but dorsal petal morphology is

ventralized (Luo et al., 1996). The sequence of DICHOTOMA is 66% identical to that of

CYCLOIDEA. Mutations in both CYC and DICH were required to produce a true peloric

phenotype, with radially symmetric, fully ventralized petals (Luo et al., 1999). In

Mojavea confertifolia, a species closely related to Antirrhinum, expression of CYC and

DICH orthologs differed from those of Antirrhinum majus in a manner correlated with

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differences in floral form between the two species, particularly with respect to additional

stamen abortion (Hileman and Baum, 2003). DICH orthologs have not been found

outside the Antirrhinae.

In the composite inflorescence of Gerbera, the expression gradient of a CYC

homolog across the inflorescence establishes differences in symmetry and petal fusion

associated with flower type (ray, trans, disc) (Broholm et al., 2008).

In Adoxaceae and Caprifoliaceae, in the Dipscales (Campanuliids clade of

asterids), within the class II (ECE genes), three clades of CYC-like genes were identified

(CYC1, CYC2, CYC3), suggesting two duplications in lineages leading to the

Caprifoliaceae (Howarth and Donoghue, 2005). More CYCLOIDEA orthologs have been

found in other orders and families within Asteridae (Calceolariaceae, Scrophulariaceae,

and Oleaceae in Lamiales; Rubiaceae in Gentianales; Solanaceae and Boraginaceae in

Solanales), consistent with evidence of genome duplications early in the asterid lineage

(Reeves and Olmstead, 2003).

However, in Gesneriaceae, another predominantly zygomorphic family in

Lamiales, several independent reversals to radial symmetry have taken place, generating

actinomorphic species. Amplification of genomic DNA revealed only one clear CYC–like

gene for most members of the family (Citerne et al., 2000; Smith et al., 2004). The

protein-coding regions of the CYC orthologs in the naturally occurring gesneriad

actinomorphs did not suggest that loss of function in the protein-coding sequence was

responsible for reversions to actinomorphy (Citerne et al., 2000; Smith et al., 2004).

Furthemore, individuals within a population displayed no visible phenotype associated

with the numerous single nucleotide polymorphisms in the population, supporting the

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neutral mutation hypothesis (Kimura, 1968). In addition, there was no evidence of

directional selection on lineages leading to radially symmetric taxa (Smith et al., 2004).

Changes in protein-protein interactions, or in gene regulation (i.e., methylation,

expression in different tissues, loss of cis-regulatory elements, miRNA posttranslational

inactivation) could account for such differences.

Class III TCP proteins

The involvement of TCP proteins in establishing lateral organ boundaries was

first reported for the Antirrhinum cupuliformis (cup) mutant, based on interactions of

CUP with a TCP domain-containing transcript . In Arabidopsis, the class III TCP

proteins TCP3, and to a lesser extent TCP2, TCP4, TCP5, TCP10, TCP13, TCP17,

TCP24 were associated with restricted expression of CUP-SHAPED COTYLEDON

(CUC) genes to boundaries of organ primordia (Weir et al., 2004; Koyama et al., 2007).

Repression of TCP3 induced shoot formation on cotyledons and produced many organ

defects attributable to improperly specified organ boundaries, while overexpression was

mitigated by the endogenous activity of miR319/JAW on TCP 3, TCP2, TCP4, TCP10,

and TCP24. When the miR319/JAW target sequence on these class III transcripts was

eliminated, overexpression of TCP3 or related genes produced fused cotyledons and

shoot developmental defects (Koyama et al., 2007).

Class III TCP genes also play a role in leaf form. Mutations the Antirrhinum gene,

CINCINNATA (CIN), produce reduced petal lobes and leaves with a crinkly phenotype .

Cell size, and expression patterns of CYCLIN D3B and HISTONE4, indicated the cell-

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cycle arrest front in the mutant leaf is delayed as it moves from leaf tip to base (Nath et

al., 2003; Crawford et al., 2004). Growth of medial leaf cells is arrested in the mutant,

while the marginal cells continue to proliferate (McConnell and Barton, 2003; Nath et al.,

2003).

The homologs of CIN in Arabidopsis are TCP2, TCP3, TCP4, TCP5, and TCP24,

each of which is regulated by miR319 (Palatnik et al., 2003). TCP4 negatively regulates

leaf growth and positively regulates leaf senescence in Arabidopsis, through increasing

JA biosynthesis, particularly at the oxylipin biosynthesis step of the pathway (Schommer

et al., 2008). In Solanum lycopersicon, miR319 regulation of a presumably class III TCP

gene is also required for development of compound leaf (Ori et al., 2007)

Evolution by changing gene interactions

TCP genes appear to be able to interact with a variety of other genes. In

Antirrhinum, at the periphery of the floral meristem, and especially at the base of the

organ primordia and in the ventral petals, CYC and DICH impose a dorsalizing effect by

negatively regulating DIVARICATA (DIV), a myb family gene that confers ventral

identity on wild type petals in a dosage dependent manner (Almeida et al., 1997). This

effect is mediated by RADIALIS (RAD) a myb-like gene. CYC and DICH activate RAD in

the early dorsal domain of the floral meristem, which antagonizes the ventralizing effect

of DIV in those dorsal regions . The activation of RAD by CYC does not occur in

Arabidopsis, indicating the regulatory network in which these genes are involved is

lineage-specific. Although CYC does participate in the development of Arabidopsis floral

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organ form, it does not utilize the same network as in Antirrhinum (Corley et al., 2005;

Costa et al., 2005).

In the rosids, CYCLOIDEA orthologs have been collected from Brassicaceae

(Arabidopsis) and from Fabaceae, another large family containing zygomorphic flowers

(Citerne et al., 2000; Fukuda et al., 2003; Ree et al., 2004). In an investigation of the

interactions of CYC-like genes Most recently, over- and underexpression studies in the

model plant Lotus japonicus have demonstrated the requirement for the CYC ortholog

LjCYC2 in zygomorphy. Overexpression of LjCYC2 generated adaxial cell types in the

lateral and ventral petals, and dorsalized (adaxialized) form in the lateral petals.

Suppression of LjCYC2 conferred abaxial shape and cell type on the lateral petals, and

affected inflorescence morphology with some shorter internodes and frequent fusion of

flower pairs (Feng et al., 2006). A lateralizing counterpart of RAD (Antirrhinum), Keeled

wing in Lotus (Kew1), was also identified in Lotus. Kew1 shares a similar phenotype to

the KEELED WING (K) mutant in Pisum, and macrosynteny with a region containing the

locus responsible for the keeled wing (K) mutant in Pisum (Wang et al., 2008). Though

the mechanism of CYC regulation is conserved (dorsalizing) between the asterid and

rosid lineages, the interactions of CYC with other members of the pathway have diverged.

Regulation by methylation

In addition to translational control and interactions with other genes, TCP genes

are regulated by transcriptional control. In maize, comparisons of the sequence diversity

of the protein-coding region of the TB1 gene and the non-transcribed regulatory region

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upstream of the TB1 gene to the same regions in teosinte indicated the regulatory region,

not the protein coding region, was under selection (Wang et al., 1999). Some members of

the TCP family are regulated by methylation (Cubas et al., 1999b; Feng et al., 2006),and

microRNA (miRNA) (Ori et al., 2007; Palatnik et al., 2007).

In the naturally occurring peloric mutant of Linaria vulgaris (Plantaginaceae)

radial symmetry is maintained by hypermethylation of the genomic region containing the

CYC ortholog alone: demethylation can restore bilateral symmetry in this species (Cubas

et al., 1999b). Also, in the naturally occurring allopolyploid, Arabidopsis suecica, TCP

family genes were among the nearly 23% genes exhibiting differential expression of

parental genes (Lee and Chen, 2001). As a result of the polyploidy, only the TCP3 allele

from the A. thaliana parent was expressed. The TCP3 allele from the Cardaminopsis

arenosa parent was silenced by methylation, and could be reactivated by demethylation

(Lee and Chen, 2001). TCP3 is a class III TCP gene (Navaud et al., 2007; Yao et al.,

2007)

The dePamphilis lab has an ongoing commitment to provide informatics tools to

facilitate the use and analysis of millions of ESTs generated by genomics projects. My

contribution has primarily been to test and provide feedback regarding features under

development, initially with curation of TCP and auxin response factor gene family

members, using the LIMS and Phylomine web interfaces for FGP under the direction of

Jim Leebens-Mack. Tools we initially conceived of for gene family curation and analysis

are still under development, but have ample functionality to apply to the evolution of the

TCP gene family. Here, I have evaluated the utility of Tribes and an automated gene

family analysis pipeline developed as a component of the FGP/AAGP bioinformatics

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resource, to collect sequences, produce an alignment, and to generate phylogenetic trees

using maximum likelihood methods.

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Materials and Methods

Automated pipeline

All sequences from the fully sequenced genomes of seven species (Populus

trichocarpa (Poptr), Vitis vinifera (Vitvi), Sorghum bicolor (Sorbi), Carica papaya

(Carpa), Medicago truncatula (Medtr), Arabidopsis thaliana (Arath), Oryza sativa ssp.

japonica (Orysa), Physcomitrella patens (Phypa), and Selaginella moellendorfii (Selmo)

were collected into Plant Tribes (Wall et al., 2008). The sequences in the Supertribes

were collected and aligned with MUSCLE (Edgar, 2004)and evaluated using RAxML

(Random accelerated maximum likelihood) (Stamatakis, 2006).

Verification of sequences

The Tribe collection and alignment were evaluated to verify that all known TCP

domain-containing sequences from Arabidopsis and Oryza were included (Table 4-1))

and that all amino acid sequences from other taxa also contained the TCP domain (PFAM

domain 03634, http://www.sanger.ac.uk/Software/Pfam/search.shtml). Sequences having

fewer than 50 characters of the TCP domain were eliminated from the alignment.

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Table 4-1: Arabidopsis thaliana (At) and Oryza sativa ssp. japonica (Os) TCP genes

from Yao et al. (2007) and Navaud et al. (2007).

1 At4g18390 LOC_Os01g11550

2 At1g53230 LOC_Os01g55750

3 At3g15030 LOC_Os01g69980

4 At5g60970 LOC_Os02g42380

5 At5g41030 LOC_Os02g51280

6 At5g23280 LOC_Os02g51310

7 At1g58100 LOC_Os03g49880

8 At2g45680 LOC_Os03g57190

9 At2g31070 LOC_Os04g11830

10 At2g37000 LOC_Os04g44440

11 At1g68800 LOC_Os05g43760

12 At3g02150 LOC_Os06g12230

13 At3g47620 LOC_Os07g04510

14 At1g69690 LOC_Os07g05720

15 At3g45150 LOC_Os08g33530

16 At5g08070 LOC_Os08g43160

17 At3g18550 LOC_Os09g24480

18 At5g51910 LOC_Os09g34950

19 At3g27010 LOC_Os11g07460

20 At5g08330 LOC_Os12g02090

21 At1g72010 LOC_Os12g07480

22 At1g35560 LOC_Os12g42190

23 At1g30210

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Results

Sequence collection

Tribes returned five supertribes, of which two had no members with the TCP

domain. The remaining three supertribes, each contained 4-7 tribes (Table 4-2). A subset

of these contained the PFAM domain of interest (Table 4-3).

In supertribe 777, only one of 19 Vitis sequences in tribe 2034 (Table 4-2).

contained the TCP domain (Table 4-3). Neither of the Vitis sequences in tribe 8345 or

Table 4-2: Three supertribes of genomic sequences comprise Arabidopsis and rice genes

of interest.

SUP TRIBE Phypa Selmo Orysa Sorbi Vitvi Poptr Medtr Carpa Arath TOTAL

777 2034 19 3 22

777 8345 5 5

777 9164 1 2 1 4

777 20097 1 1

777 20098 1 1

777 30671 1 1

777 79451 1 1

1148 767 2 3 8 8 4 9 2 4 7 47

1148 3418 2 3 2 3 2 3 15

1148 20099 1 1

1148 20826 1 1

1148 29237 1 1

1148 71899 1 1

2066 282 4 3 11 18 11 20 5 13 13 98

2066 14235 2 2

2066 29203 1 1

2066 59121 1 1

Totals 6 6 24 29 44 35 7 28 24 203

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79451 contained the TCP domain, and the one Vitis sequence in tribe 9164 contained a

TCP domain. The remaining sequences in tribe 9164 all contained TCP domains

(Table 4-3). Besides the sequences in tribe 9164 the Carica sequences in tribe 20098 had

a TCP domain. None of the Carica sequences in tribe 2034 or 30671 contained the TCP

domain.

In supertribe 1148, all members of tribes 767 and 3418 contained TCP domains,

but tribes 20826, 29237, and 29237 had none (Figure 4-2). In supertribe 2066, all

members of tribe 282 contained TCP domains, but tribes 14235, 29203, and 59121 had

none (Figure 4-3).

Table 4-3: Genomic sequences containing TCP domain (PFAM domain 03634).

SUP TRIBE Phypa Selmo Orysa Sorbi Vitvi Poptr Medtr Carpa Arath TOTAL

777 2034 1 0 1

777 8345 0 0

777 9164 1 2 1 4

777 20097 1 1

777 20098 1 1

777 30671 0 0

777 79451 0 0

1148 767 1 3 8 8 4 9 2 4 7 46

1148 3418 2 3 2 3 2 3 15

1148 20099 1 1

1148 20826 0 0

1148 29237 0 0

1148 71899 0 0

2066 282 3 3 11 18 11 20 5 13 13 97

2066 14235 0 0

2066 29203 0 0

2066 59121 0 0

Totals 4 6 22 29 19 34 7 21 24 166

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An additional Arabidopsis gene, At1g67620 was returned in the tribes. This gene

had been omitted from recently published studies (Navaud et al., 2007; Yao et al., 2007)

and had once been identified as a pseudogene in Genbank. However, functional data for

At1g67620 have been available for some time . Altogether, the 24 Arabidopsis genes

matched those originally described (Cubas et al., 1999a; Cubas et al., 2001).

Alignments

The alignment produced by the automated pipeline used default values of

MUSCLE and located the TCP domain in those sequences having a TCP domain, but

many sequences lacked it (Figure 4-1, 4-2, 4-3).

Phylogenetic analysis

The phylogenetic tree generated by RAxML (Figure 4-4) included only

sequences containing a TCP domain. Clades corresponding to classes 1-3 as found by

Yao (2007) and Navaud (2007) (Figure 4-5, 4-6) could be identified.

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Figure 4-1: Supertribe 777, MUSCLE alignment of amino acids.

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Figure 4-2: Supertribe 1148, MUSCLE alignment of amino acids.

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Figure 4-3: Supertribe 2066, MUSCLE alignment of amino acids.

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Figure 4-4: RaxML phylogenetic analysis of TCP domain-containing sequences from

automated pipeline. Pink, blue, and green indicate class 1, 2, and 3 genes, respectively.

Class 3

Class 1

Class 2

Class 2

Class 1

Class 3

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Discussion

An automated pipeline using Tribes was evaluated for its ability to replicate or

improve upon the findings of Yao et al. and Navaud et al. (2007; Yao et al., 2007)

(Figure 4-5, 4-6). A number of sequences, particularly from Vitis, were automatically

included in the alignment although they had no TCP domain. Arabidopsis class 2 and 3

genes were distributed in supertribes 777 and 1148, class 1 genes were in supertribe

2066. Supertribe 777 was dominated by Vitis sequences. Some similarity, other than that

of a TCP domain, caused additional sequences to be collected by Tribes. I suspect that

that similarity was a consequence of the disproportional representation of Vitis sequences

in the database.

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Figure 4-5: Neighbor joining tree and expression pattern of TCP genes in rice and

Arabidopsis from Yao et al. (2007).

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Class 3

Class 1

Class 2

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The alignment of the TCP domain distinguished between classes I and II but did

not produce monophyletic lineages as per the reference phylogenies (Figure 4-5, 4-6).

The HMM model for the TCP gene family reveals several regions of more or less

conservation (Figure 4-8). TCP genes contain many informative motifs, as reported by

previous researchers. With the abundance of sequence information that is available, it

should be possible to align and investigate the molecular evolution of motifs including,

the miR319 target sequence in the class III genes. It may be possible to identify selection,

or perhaps loss of constraint in a lineage in which the functionality of the TCP gene has

been lost (e.g., class II genes in Gesneriaceae). A complete sequence analysis may

suggest new gene interactions. Functional analyses of TCP genes in the basal

angiosperm, A. fimbriata will provide important insight into the early role of this gene

family in flowering plants, and advance our understanding of the evolution of symmetry

and form in angiosperms.

Figure 4-6: Unrooted ML tree of 126 TCP proteins from land plants (Navaud et al.,

2007). Boot strap values > 50% are indicated as percentages. Names in boldface

correspond to proteins described in the literature; italicized names designate EST

sequences.

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Figure 4-7: Classes 1, 2, 3 TCP sequences.Pink indicates Class 1 (PCF-like) sequences,

blue indicates Class 2 sequences, green indicates Class 3 sequences.

gnl|Carpa1|supercontig 65.19

gnl|Poptr1|786035

gnl|Poptr1|589460

gnl|Vitvi1|GSVIVP00023221001

gnl|Medtr1|AC153725 4.4

gnl|Arath7|AT2G37000

gnl|Carpa1|supercontig 5.261

Class 1 PCFlike

gnl|Orysa5|Os02g42380

gnl|Sorbi1|Sb04g026970.1

gnl|Orysa5|Os04g44440

gnl|Sorbi1|Sb06g023130.1

gnl|Carpa1|supercontig 60.75

gnl|Arath7|AT5G23280

gnl|Arath7|AT5G08330

gnl|Poptr1|654962

gnl|Poptr1|558669

gnl|Medtr1|AC151824 21.4

gnl|Medtr1|AC160925 12.3

gnl|Vitvi1|GSVIVP00007093001

gnl|Sorbi1|Sb04g038140.1

Class 1 PCFlike

gnl|Orysa5|Os01g11550

gnl|Phypa1|143783

gnl|Selmo1|89227

gnl|Selmo1|28794

gnl|Selmo1|29162

gnl|Vitvi1|GSVIVP00027783001

gnl|Carpa1|supercontig 131.71

gnl|Arath7|AT3G15030

gnl|Arath7|AT1G53230

gnl|Medtr1|AC158498 10.4

gnl|Arath7|AT2G31070

gnl|Carpa1|supercontig 209.13

gnl|Arath7|AT5G60970

gnl|Arath7|AT5G08070

gnl|Vitvi1|GSVIVP00038026001

gnl|Arath7|AT3G02150

gnl|Carpa1|supercontig 14.188

gnl|Poptr1|778619

gnl|Poptr1|556378

gnl|Vitvi1|GSVIVP00000038001

gnl|Poptr1|680833

gnl|Carpa1|supercontig 94.62

gnl|Poptr1|568415

gnl|Poptr1|197397

gnl|Carpa1|supercontig 17.1

gnl|Vitvi1|GSVIVP00028330001

gnl|Arath7|AT1G30210

gnl|Arath7|AT4G18390

gnl|Vitvi1|GSVIVP00017624001

gnl|Poptr1|251155

gnl|Poptr1|422658

gnl|Arath7|AT3G18550

gnl|Carpa1|supercontig 13.48

gnl|Poptr1|658950

gnl|Poptr1|656764

gnl|Vitvi1|GSVIVP00030278001

gnl|Arath7|AT1G67260

gnl|Poptr1|266145

gnl|Carpa1|supercontig 179.29

gnl|Arath7|AT1G68800

gnl|Carpa1|supercontig 1401.1

Class two true CYC

gnl|Vitvi1|GSVIVP00018699001

gnl|Poptr1|574356

gnl|Poptr1|592176

gnl|Medtr1|AC171619 17.3

gnl|Vitvi1|GSVIVP00002995001

gnl|Poptr1|642377

gnl|Poptr1|568617

gnl|Sorbi1|Sb03g001940.1

Class 3 (class 2; non-CYC)

gnl|Sorbi1|Sb03g034918.1

gnl|Orysa5|Os05g43760

gnl|Sorbi1|Sb09g025340.1

gnl|Sorbi1|Sb03g035350.1

gnl|Orysa5|Os01g55750

gnl|Sorbi1|Sb01g006020.1

gnl|Orysa5|Os03g57190

gnl|Sorbi1|Sb02g013020.1

gnl|Sorbi1|Sb02g003070.1

gnl|Orysa5|Os07g05720

gnl|Sorbi1|Sb08g021690.1

gnl|Orysa5|Os12g02090

gnl|Orysa5|Os07g04510

gnl|Orysa5|Os02g51310

Class 3 (class 2 not CYC)

gnl|Orysa5|Os08g33530

gnl|Sorbi1|Sb07g021140.1

gnl|Sorbi1|Sb02g024450.1

gnl|Orysa5|Os09g24480

gnl|Sorbi1|Sb01g010690.1

gnl|Orysa5|Os03g49880

Class two true CYC

gnl|Orysa5|Os01g69980

gnl|Sorbi1|Sb03g019510.1

gnl|Sorbi1|Sb03g044320.1

gnl|Sorbi1|Sb03g013360.1

gnl|Sorbi1|Sb03g019411.1

gnl|Sorbi1|Sb06g016340.1

gnl|Sorbi1|Sb08g021725.1

gnl|Orysa5|Os08g43160

gnl|Sorbi1|Sb02g030260.1

gnl|Orysa5|Os09g34950

gnl|Orysa5|Os06g12230

gnl|Sorbi1|Sb04g027960.1

gnl|Sorbi1|Sb04g027960.2

gnl|Vitvi1|GSVIVP00036994001

gnl|Carpa1|supercontig 128.6

gnl|Carpa1|supercontig 1815.2

gnl|Vitvi1|GSVIVP00000129001

gnl|Vitvi1|GSVIVP00024581001

gnl|Arath7|AT1G58100

gnl|Poptr1|780609

gnl|Poptr1|678125

gnl|Arath7|AT1G35560

gnl|Arath7|AT1G72010

gnl|Carpa1|supercontig 66.26

gnl|Poptr1|783149

gnl|Medtr1|AY515253 13.3

gnl|Vitvi1|GSVIVP00035422001

gnl|Carpa1|supercontig 30.48

gnl|Arath7|AT5G41030

gnl|Arath7|AT3G27010

gnl|Vitvi1|GSVIVP00037889001

gnl|Carpa1|supercontig 70.118

gnl|Poptr1|827565

gnl|Poptr1|549725

gnl|Poptr1|554743

gnl|Poptr1|750930

gnl|Poptr1|253757

gnl|Poptr1|570503

gnl|Arath7|AT5G51910

gnl|Carpa1|supercontig 4.210

gnl|Arath7|AT2G45680

gnl|Poptr1|755220

gnl|Poptr1|774325

gnl|Carpa1|supercontig 18.176

gnl|Vitvi1|GSVIVP00026324001

gnl|Vitvi1|GSVIVP00001076001

gnl|Poptr1|554293

gnl|Poptr1|548532

gnl|Carpa1|supercontig 65.17

gnl|Poptr1|650493

gnl|Arath7|AT3G45150

gnl|Vitvi1|GSVIVP00033898001

gnl|Vitvi1|GSVIVP00013660001

gnl|Arath7|AT1G69690

gnl|Arath7|AT3G47620

gnl|Medtr1|AC146548 4.4

gnl|Poptr1|266526

gnl|Poptr1|197953

gnl|Orysa5|Os02g51280

gnl|Sorbi1|Sb10g008030.1

gnl|Selmo1|441321

gnl|Selmo1|404061

gnl|Selmo1|438214

gnl|Phypa1|164296

gnl|Phypa1|172497

gnl|Phypa1|173346

gnl|Sorbi1|Sb08g004600.1

gnl|Orysa5|Os12g07480

gnl|Sorbi1|Sb08g004610.1

gnl|Sorbi1|Sb08g019710.1

gnl|Sorbi1|Sb05g004800.1

gnl|Orysa5|Os11g07460

Class 1 PCFlike

Class 1

gnl|Orysa5|Os04g11830

gnl|Sorbi1|Sb06g002260.1Class 1 PCFlike

gnl|Carpa1|supercontig 104.84

gnl|Carpa1|supercontig 65.20

gnl|Carpa1|supercontig 65.18

100

42

47

33

51

83

20

98

27

99

100

19

19

19

96

19

19

34

71

22

0

91

21

15

99

39

100

7

11

82

33

56

97

15

77

30

8

95

81

93

81

28

94

100

56

74

68

24

7

48

99

45

1

100

21

21

0

1

3

5

98

2

49

16

15

69

89

97

99

95

99

92

99

100

100

100

67

79

49

89

56

64

100

94

50

77

87

57

94

44

84

87

99

11

97

12

100

71

44

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20

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80

23

55

70

97

100

18

100

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67

99

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99

76

31

45

98

96

83

60

62

7

10

20

9

12

6

0

0

0

0

95

0

0

0

0

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0

0

0

0

100

100

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36

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0

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61

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0

0

1

9

98

8

15

4

100

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149

Figure 4-8: Class 1 (PCF-like) TCP sequences. Pink indicates Class 1 (PCF-like)

sequences, blue indicates Class 3 sequences.

gnl|Carpa1|supercontig 65.19

gnl|Poptr1|786035

gnl|Poptr1|589460

gnl|Vitvi1|GSVIVP00023221001

gnl|Medtr1|AC153725 4.4

gnl|Arath7|AT2G37000

gnl|Carpa1|supercontig 5.261

Class 1 PCFlike

gnl|Orysa5|Os02g42380

gnl|Sorbi1|Sb04g026970.1

gnl|Orysa5|Os04g44440

gnl|Sorbi1|Sb06g023130.1

gnl|Carpa1|supercontig 60.75

gnl|Arath7|AT5G23280

gnl|Arath7|AT5G08330

gnl|Poptr1|654962

gnl|Poptr1|558669

gnl|Medtr1|AC151824 21.4

gnl|Medtr1|AC160925 12.3

gnl|Vitvi1|GSVIVP00007093001

gnl|Sorbi1|Sb04g038140.1

Class 1 PCFlike

gnl|Orysa5|Os01g11550

gnl|Phypa1|143783

gnl|Selmo1|89227

gnl|Selmo1|28794

gnl|Selmo1|29162

gnl|Vitvi1|GSVIVP00027783001

gnl|Carpa1|supercontig 131.71

gnl|Arath7|AT3G15030

gnl|Arath7|AT1G53230

gnl|Medtr1|AC158498 10.4

gnl|Arath7|AT2G31070

gnl|Carpa1|supercontig 209.13

gnl|Arath7|AT5G60970

gnl|Arath7|AT5G08070

gnl|Vitvi1|GSVIVP00038026001

gnl|Arath7|AT3G02150

gnl|Carpa1|supercontig 14.188

gnl|Poptr1|778619

gnl|Poptr1|556378

gnl|Vitvi1|GSVIVP00000038001

gnl|Poptr1|680833

gnl|Carpa1|supercontig 94.62

gnl|Poptr1|568415

gnl|Poptr1|197397

gnl|Carpa1|supercontig 17.1

gnl|Vitvi1|GSVIVP00028330001

gnl|Arath7|AT1G30210

gnl|Arath7|AT4G18390

gnl|Vitvi1|GSVIVP00017624001

gnl|Poptr1|251155

gnl|Poptr1|422658

gnl|Arath7|AT3G18550

gnl|Carpa1|supercontig 13.48

gnl|Poptr1|658950

gnl|Poptr1|656764

gnl|Vitvi1|GSVIVP00030278001

gnl|Arath7|AT1G67260

gnl|Poptr1|266145

gnl|Carpa1|supercontig 179.29

gnl|Arath7|AT1G68800

gnl|Carpa1|supercontig 1401.1

Class two true CYC

gnl|Vitvi1|GSVIVP00018699001

gnl|Poptr1|574356

gnl|Poptr1|592176

gnl|Medtr1|AC171619 17.3

gnl|Vitvi1|GSVIVP00002995001

gnl|Poptr1|642377

gnl|Poptr1|568617

gnl|Sorbi1|Sb03g001940.1

Class 3 (class 2; non-CYC)

gnl|Sorbi1|Sb03g034918.1

gnl|Orysa5|Os05g43760

gnl|Sorbi1|Sb09g025340.1

gnl|Sorbi1|Sb03g035350.1

gnl|Orysa5|Os01g55750

gnl|Sorbi1|Sb01g006020.1

gnl|Orysa5|Os03g57190

gnl|Sorbi1|Sb02g013020.1

gnl|Sorbi1|Sb02g003070.1

gnl|Orysa5|Os07g05720

gnl|Sorbi1|Sb08g021690.1

gnl|Orysa5|Os12g02090

gnl|Orysa5|Os07g04510

gnl|Orysa5|Os02g51310

Class 3 (class 2 not CYC)

gnl|Orysa5|Os08g33530

gnl|Sorbi1|Sb07g021140.1

gnl|Sorbi1|Sb02g024450.1

gnl|Orysa5|Os09g24480

gnl|Sorbi1|Sb01g010690.1

gnl|Orysa5|Os03g49880

Class two true CYC

gnl|Orysa5|Os01g69980

gnl|Sorbi1|Sb03g019510.1

gnl|Sorbi1|Sb03g044320.1

gnl|Sorbi1|Sb03g013360.1

gnl|Sorbi1|Sb03g019411.1

gnl|Sorbi1|Sb06g016340.1

gnl|Sorbi1|Sb08g021725.1

gnl|Orysa5|Os08g43160

gnl|Sorbi1|Sb02g030260.1

gnl|Orysa5|Os09g34950

gnl|Orysa5|Os06g12230

gnl|Sorbi1|Sb04g027960.1

gnl|Sorbi1|Sb04g027960.2

gnl|Vitvi1|GSVIVP00036994001

gnl|Carpa1|supercontig 128.6

gnl|Carpa1|supercontig 1815.2

gnl|Vitvi1|GSVIVP00000129001

gnl|Vitvi1|GSVIVP00024581001

gnl|Arath7|AT1G58100

gnl|Poptr1|780609

gnl|Poptr1|678125

gnl|Arath7|AT1G35560

gnl|Arath7|AT1G72010

gnl|Carpa1|supercontig 66.26

gnl|Poptr1|783149

gnl|Medtr1|AY515253 13.3

gnl|Vitvi1|GSVIVP00035422001

gnl|Carpa1|supercontig 30.48

gnl|Arath7|AT5G41030

gnl|Arath7|AT3G27010

gnl|Vitvi1|GSVIVP00037889001

gnl|Carpa1|supercontig 70.118

gnl|Poptr1|827565

gnl|Poptr1|549725

gnl|Poptr1|554743

gnl|Poptr1|750930

gnl|Poptr1|253757

gnl|Poptr1|570503

gnl|Arath7|AT5G51910

gnl|Carpa1|supercontig 4.210

gnl|Arath7|AT2G45680

gnl|Poptr1|755220

gnl|Poptr1|774325

gnl|Carpa1|supercontig 18.176

gnl|Vitvi1|GSVIVP00026324001

gnl|Vitvi1|GSVIVP00001076001

gnl|Poptr1|554293

gnl|Poptr1|548532

gnl|Carpa1|supercontig 65.17

gnl|Poptr1|650493

gnl|Arath7|AT3G45150

gnl|Vitvi1|GSVIVP00033898001

gnl|Vitvi1|GSVIVP00013660001

gnl|Arath7|AT1G69690

gnl|Arath7|AT3G47620

gnl|Medtr1|AC146548 4.4

gnl|Poptr1|266526

gnl|Poptr1|197953

gnl|Orysa5|Os02g51280

gnl|Sorbi1|Sb10g008030.1

gnl|Selmo1|441321

gnl|Selmo1|404061

gnl|Selmo1|438214

gnl|Phypa1|164296

gnl|Phypa1|172497

gnl|Phypa1|173346

gnl|Sorbi1|Sb08g004600.1

gnl|Orysa5|Os12g07480

gnl|Sorbi1|Sb08g004610.1

gnl|Sorbi1|Sb08g019710.1

gnl|Sorbi1|Sb05g004800.1

gnl|Orysa5|Os11g07460

Class 1 PCFlike

Class 1

gnl|Orysa5|Os04g11830

gnl|Sorbi1|Sb06g002260.1Class 1 PCFlike

gnl|Carpa1|supercontig 104.84

gnl|Carpa1|supercontig 65.20

gnl|Carpa1|supercontig 65.18

100

42

47

33

51

83

20

98

27

99

100

19

19

19

96

19

19

34

71

22

0

91

21

15

99

39

100

7

11

82

33

56

97

15

77

30

8

95

81

93

81

28

94

100

56

74

68

24

7

48

99

45

1

100

21

21

0

1

3

5

98

2

49

16

15

69

89

97

99

95

99

92

99

100

100

100

67

79

49

89

56

64

100

94

50

77

87

57

94

44

84

87

99

11

97

12

100

71

44

45

20

51

80

23

55

70

97

100

18

100

98

67

99

33

99

76

31

45

98

96

83

60

62

7

10

20

9

12

6

0

0

0

0

95

0

0

0

0

0

0

0

0

0

100

100

100

36

47

0

92

89

68

61

60

0

0

1

9

98

8

15

4

100

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150

Figure 4-9: HMM logo PFAM03634 (http://pfam.sanger.ac.uk/family?entry=TCP).

Page 169: INVESTIGATING EVOLUTION OF PLANT DEVELOPMENT IN …

Chapter 5

Retrospective and future direction for studies of evolution of development in

basal angiosperms

Basal angiosperm lineages contain relatively few extant species, but they contain

more diversity than in all other angiosperm lineages combined. Basal angiosperms offer a

direct view of the common ancestor of monocots and eudicots, as well as unique insights

into the ancestor of all angiosperms. The magnoliids contain the most species and much

of the diversity found in basal angiosperm lineages, hence three species from that lineage

were selected by the Floral Genome Project (FGP) for floral transcriptome sequencing

aimed at identifying components of genetic diversity responsible for variations in floral

diversity (Soltis et al., 2002). The three magnoliid species included two tree species

(Liriodendron tulipfera and Persea americana), and an herbaceous perennial (Saruma

henryi). Liriodendron and Persea have two floral whorls of three tepals, and the flower of

Saruma has two well-differentiated outer whorls that appear to be sepals and petals.

However, the petal whorl of Saruma is known to arise from tissue that also gives rise to

stamens (de Craene et al., 2003). Thus, the Saruma flower suggests an alternate origin of

petals from those found in core eudicots. Because of this interesting origin of the petal

whorl, .and because Saruma is herbaceous, it seemed like a potential candidate for a basal

angiosperm model system needed to address hypotheses of evolution of development

(Baum et al., 2002).

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152

I joined the FGP and applied my horticultural training and experience to obtaining

and cultivate over one hundred Saruma henryi stock plants needed for generating

sufficient tissue for the flower bud cDNA library. I worked with the PSU Plant Pathology

Dept. to identify and address existing problems of crop failure attributed to fungal

pathogens, then with Tony Omeis to develop and implement prophylactic crop care

protocols. I consulted with Andy Stephenson and the PSU Horticulture Dept. and

developed vernalization methods to insure continuous availability of source tissue for the

FGP consortium. I collected the tissue needed for the flower bud cDNA library, and for

subsequent FGP needs. Plants were obtained from the National Arboretum, Heronswood

Nurseries, Seneca Hill Perennials, and Sunshine Farms, with the greatest contribution of

tissue from the Heronswood plants. I sequenced the internal transcribed spacer region

from each population and all were essentially identical (Soltis and Kuzoff, 1993). FGP

generated 10,274 EST‟s from Saruma, the most deeply sequenced magnoliid species.

Altogether, FGP generated over 100,000 floral bud cDNA sequences from fifteen

angiosperms and gymnosperms, filling critical gaps in sequence and expression data

needed to provide perspective on gene family evolution in the MADS-box family, as well

as others. FGP provided many first glimpses into basal angiosperm sequence and

expression data that continue to generate hypotheses about evolution of angiosperm

development, which can only be tested in a basal angiosperm plant model. Our

cultivation experience with Saruma, including its extended time to flower, subsequent

requirement for vernalization, difficulty propagating, and genome size evidence pointing

to polyploidy (Bharathan et al., 1994) demonstrated its limited utility as a plant

experimental model. Therefore, I surveyed all Aristolochia species available from

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153

commercial seed catalogs, nurseries, public botanical gardens, private collectors, and

index semina, using a suite of criteria to select the best candidate for development as a

basal angiosperm experimental model (Bliss et al., in preparation, 2008). Leaf explants

from A. fimbriata and Saruma were easily transformed, but the Saruma tissues evidenced

no capacity for regeneration. Micropropagation and regeneration protocols for A.

fimbriata were developed to support the transformation system (Bliss et al., submitted,

December 2008).

Improving the Aristolochia fimbriata transformation system

Explant type, concentration of basal media salts, co-cultivation period, antibiotics,

and pre-condition of stock material have all been modified since my initial work with the

Aristolochia fimbriata transformation system. Although more work has been done with

the shoot organogenesis system, experiments with somatic embryogenesis were also

promising. Production of transgenic lines via somatic embryogenesis would offer the

advantage of generating non-chimeric secondary somatic embryos which can be

germinated to produce transgenic plants (Dandekar et al., 1989). The shoot organogenesis

system yielded results more quickly, but has the inherent tendency to produce chimeras,

which can be eliminated by improved selection to eliminate non-transformed cells.

However, at the present time the main bottleneck in the shoot organogenesis system is

not the production of chimeras, but in getting the transformed tissues to regenerate.

Problems in the water supply are suspected.

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154

In the shoot organogenesis system, reduced light in micropropagation of source

tissue generated significant differences in regeneration of stem and petiole tissues, the

physiological basis for which is not understood, but is not unique to A. fimbriata (for

discussion, see Bliss et al. (submitted, December 2008)). Characterizing the endogenous

hormone production, including describing the molecular structures and production levels

in plant tissues, would inform efforts to optimize the A. fimbriata transformation system

and contribute to the basic science of plant growth regulation in lineages preceding the

divergence of monocots from eudicots. The highest level of regeneration (indicated by

primordia formation) occurred in petiole explants sliced open lengthwise (Bliss et al.,

submitted, December 2008), so a transformation protocol using petiole explants may also

display better regeneration. Ongoing problems achieving elongation of primordia on the

elongation medium have been relieved by decreasing the length of time on the second,

TDZ-free, shoot regeneration medium. Reducing NAA level in that medium may also

improve primordia regeneration. The increase in MS salts that lowered the requirements

for stock plant maintenance may be inhibiting production of additional buds (shoot

primordia) in regenerating explants, so perhaps should be reduced in the third step of

regeneration, before roots have formed (Das et al., 1998).

At present, regeneration problems in the transformation system should be

addressed in several ways. The populations of transformed cells that currently survive

selection are not able to regenerate in the subsequent counter selection regime. This may

be attributable to low survival of transformed cells, excess survival of untransformed

cells, inability of the transformed cells to regenerate under the antibiotic regime, or

inability of the transformed cells to regenerate at all. Optimal selection and counter-

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155

selection antibiotics should be identified which can quickly and completely eradicate

non-transformed tissues, yet allow the transformed tissues to regenerate. Increasing the

ratio of surface area to explant size will increase exposure to the selection agent, and

support rapid selection. Application of a liquid medium containing high levels of

antibiotics for a short period may also support rapid elimination of both A. tumefaciens

and non-transformed cells. Reducing the co-cultivation time to 48-72 hours may also

improve overall health of the tissues, and/or allow a different population of cells to

survive in the explant. Another way to alter the population of growing, transformed, but

non-regenerating cells is to alter the exposed cells of the explant so that a different

population of cells – hopefully ones with better ability to regenerate – will be exposed

and transformed. Stem and petiole explants (particularly petiole explants) that were split

lengthwise regenerated more frequently than did less dissected explants (Expt. B.,

Table 3-5), therefore it may be beneficial to initiate transformation using explants split

lengthwise.

A systematic assessment of selection antibiotics can be conducted to identify the

antibiotic having the best ability to select for transformed cells. In the experiment shown

(Figure 5-1), the selection agent kanamycin was not sufficient for seedling selection

(Figure 5-1 B) at the concentration tested (100 mg/L). It also was not adequate for

selection of transformed cells in tissue culture (data not shown). However, subtle growth

effects from the selection agent were evident after several weeks (Figure 5-1 C) and the

tips of seedling roots exposed to the kanamycin appeared yellow (Figure 5-1 D).

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An optimal counter-selection agent should be identified through similar

experiments. It should permit direct organogenesis in untransformed tissues when used at

levels effective for the control of Agrobacterium. The antibiotic properties of A. fimbriata

may contribute to counter selection, reducing the required level of the optimal counter-

Figure 5-1: Evaluating Kanamycin (Kan) as selection agent. A, B Two tests to evaluate

toxicity. A. Effect on 7 day old seedlings. Six replicates, two individuals per cup (upper

six cups), cultured in 100 mg/L Kan in addition to MS20. Lower two cups, two seedlings

per cup, MS 20 only. B. Effect on germinating seedlings. Ten seeds per plate (1/2 MS, no

sucrose), two plates with 100 mg/L Kan; two without Kan have more germination but not

100% C, D. Results of tests. C. Growth inhibited after 20 days is noticeable; the

seedlings from the cups with Kan are smaller. Two grown in contaminated medium are

not as small. D. Root tips yellowed in 100 mg/mL Kan.

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selection agent. Rinsing explants with distilled water after co-cultivation and after

selection in liquid medium may further reduce dependency on counter-selection

antibiotics.

A protocol will also be needed for selecting potentially transformed seeds

collected from a hemizygous parent produced from successful transformation. GFP

expression in the seedling may not provide an ideal system for selection, as A. fimbriata

seedlings require light for emergence of true leaves, and light promotes chlorophyll

accumulation, which interferes with visualization of GFP. Furthermore, seedlings are not

tolerant of the desiccating conditions of the microscope stage, so use of GFP to identify

transformed seedlings puts at risk the survival of the transformed plant. Antibiotic

selection can be used if seeds are germinated in moist paper toweling, sterilized with 10%

sodium hypochlorite (bleach) solution, rinsed and inserted into freshly made medium

containing antibiotics for seedling selection. Seedling germination on media was not

reliable (see “No Kan” Figure 5-1 B, and Figures B1-6), and the extended time required

(when germination did occur) may have allowed heat or light to degrade the antibiotics.

A different approach would be to take advantage of the ease with which the plant

can be regenerated from root tissue in the greenhouse. Large roots divided into 5-9 cm

sections and half covered with soil produce new shoots and generate new plants. Many

large, healthy transformed roots were generated in initial transformation experiments

(Figure 5-2). Transformed roots can be grown in vitro until large, then acclimated and

planted in soil for shoot regeneration, in which transformation could be confirmed by

PCR.

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Figure 5-2: GFP expression in A. fimbriata roots. A, C, E. Light images. B, D, F.

Fluorescent images. A, B. Young root B. Four second exposure C, D. Cluster of older

roots growing away from medium. D. Fifteen second exposure E, F. Aging roots growing

down into medium F. Four second exposure. Root marked with * in E is not expressing

GFP. Scale bar = 1 mm

In vivo methods for transformation are desirable, but promising images from early

experiments could not be confirmed. The PCR protocol available now to confirm

transformation of A. fimbriata tissues will support renewed attempts at in vivo

transformation. Efforts to improve any transformation method (but in vivo methods in

particular) should take into account the effect of temperature on transformation (Dillen et

al., 1997): co-cultivation in planta should be done in an appropriately cool location. In

*

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addition to temperature, optimizing the acetosyringone and surfactant concentrations may

further improve transformation results (Sunilkumar and Rathore, 2001).

Evolution of gene function in basal angiosperms

The A. fimbriata experimental model offers opportunities for investigating

features of physiology and secondary metabolite production in basal angiosperms (see

(Bliss et al., in preparation, 2008). In Arabidopsis, the 35S-ATG-1 and 35S-ATG-34 AG

overexpression constructs produced the ap2 phenotype, in which sepals and petals were

absent and the floral whorls displayed carpel-stamen-stamen-carpel organ identity from

the outermost to inner whorls (Mizukami and Ma, 1992). Loss of AG function in

Arabidopsis generates loss of meristem determinacy (more than 15 whorls of floral

organs) and loss of floral organ identity (absence of stamens and carpels) in both the ag-1

mutant and with an antisense ATG-1 construct (Mizukami and Ma, 1995).

In A. fimbriata, over expression of AG orthologs from Saruma or Aristolochia

(Kramer et al., 2004; Zahn et al., 2006) would be expected to replace the unipartite

perianth with ectopic stamens and carpels, but it is not clear how that would be arranged

given the wild-type inferior ovary and stamen adnation with the style in the gynostemium

structure. Loss of AG function would be expected to eliminate the gynostemium, but it is

not clear what perianth-like structures would take its place, or to what extent meristem

identity is a C-function role in A. fimbriata. Jaramillo and Kramer (2004) reported

orthologs of B-class genes (AP3, PI) expressed in the inner layer of utricle cells of the

Aristolochia sepalloid perianth (as well as in the anthers), and in the staminoid “petals” of

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Saruma (as well as in the stamens). It seems likely some sort of perianth tissue would

replace the reproductive organs, but it not clear whether one or two different whorls of

perianth tissue would appear. Although no AP1 ortholog has been reported, an AP2

ortholog was found in the unigenes from A. fimbriata (Luo et al., 1996; Feng et al.,

2006). A transgenic plant over-expressing AP2 would be expected to resemble the A.

fimbriata equivalent of the AG loss of function transgenic plant, described above, and

loss of AP2 function in a transgenic A. fimbriata plant would be expected to display a

phenotype of AG over-expression.

The TCP family has also played a significant role in the evolution of form in

angiosperms. Repression of the TCP CYC subfamily of genes is associated with

inhibition of outgrowth in the perianth of Antirrhinum and Lotus (Luo et al., 1996), in the

potato “eye” (Faivre-Rampant et al., 2004), and in the lateral branches of Zea, Oryza,

and Arabidopsis (Doebley et al., 1997; Takeda et al., 2003; Li et al., 2005; Finlayson,

2007). Overexpression of a CYC subfamily gene in A. fimbriata under a CaMV

(constitutive) promoter might produce an embryonic lethal phenotype, but otherwise

would be expected to inhibit growth in many locations. Expression could be targeted to

particular tissues with different promoters. As some CYC subfamily members are

regulated by miRNA (Busov et al., 2008), constitutive expression of miRNA or

repression (by RNA interference) of a miRNA would also be expected alter morphology.

Studies of molecular evolution of this important gene family will suggest additional

hypotheses to test in the A. fimbriata experimental model.

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Appendix A

Whole genome comparisons reveal intergenomic transfers

This appendix contains material that may be submitted for publication by Barbara Bliss1.

1Department of Biology, Institute of Molecular Evolutionary Genetics, and the Huck

Institutes of the Life Sciences, 201 Life Sciences Building, Pennsylvania State

University, University Park, PA 16802, USA

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Abstract

Whole genome comparison performed between fully sequenced chloroplast and

mitochondrial genomes revealed numerous regions of high identity. In comparisons

between the Arabidopsis chloroplast and mitochondrial genome, and between the

Spinacia chloroplast and Beta mitochondrial genome, over 75 gap-free alignments of at

least 100 bases with at least 70% identity were identified. A computer simulation was

devised to evaluate whether these regions of high identity had occurred by chance, and

found they had not. Five of the high-identity regions, psbA, rbcL, ycf1, petG, and psaA,

were selected for phylogenetic analysis to test the hypotheses that the significant

similarities in sequence were due to horizontal transfer from chloroplast to

mitochondrion. Three of these, psbA, rbcL, ycf1, were verified using PCR. My results

confirm the utility of whole genome comparisons for revealing horizontal transfers,

confirm previously reported horizontal transfers of chloroplast to mitochondrial

sequences, and report evidence for horizontal transfer in the asterid lineage.

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Introduction

Evolutionary relationships can be inferred from sequence similarity by applying

the principle of descent with modification (Darwin, 1958). Sequence data from any of the

three (mitochondrial, chloroplast, and nuclear) genomes may be selected for use in plant

phylogenetic analysis, depending on the potential of the sequence to distinguish the

species of interest (Soltis and Soltis, 1998; Karol et al., 2001). Horizontal gene transfer

(HGT) contradicts patterns of vertical genome transmission, as has been described in the

community of prokaryotic ancestors at the base of the tree of life, in which evolutionary

relationships more resemble a net than a hierarchy (Doolittle, 1999; Jansen et al., 2007).

The earliest eukaryotic cells also used HGT as endosymbiotic relationships were

established with the prokaryotic precursors of the chloroplast and mitochondrion

(Baldauf and Palmer, 1990; Woese, 1998; Woese, 2000; Dyall et al., 2004). Not to be

relegated to the past, HGT continues as an ongoing process (Bergthorsson et al., 2003;

Stegemann et al., 2003) and may account for 1/16,000 tobacco plants carrying a new

section of chloroplast DNA in its nuclear genome (Huang et al., 2003). HGT provides an

additional source of variability in the genome, one that is particularly important to

understand when tracing phylogenetic relationships.

Historically, horizontal transfers between plant organelle genomes have been

revealed one at a time, using careful hybridization (Stern and Palmer, 1984; Sederoff et

al., 1986; Baldauf and Palmer, 1990) together with phylogenetic analysis of sequence

data (Delwiche and Palmer, 1996). Present-day availability of whole, well-annotated

genomes and the tools to manipulate them allow rapid identification and analysis of

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HGTs, offering new insights into poorly understood events and screening organelle

genomes for horizontally transferred sequence data, which could be misleading in

reconstructions of organismal phylogenies.

In this study, I used a bioinformatics approach to develop a whole genome

comparison of multiple organelles, revealing numerous putative horizontal transfers,

large and small. Experimental evidence from PCR and sequencing reactions confirmed

the existence of previously reported sequences, as well as new ones. Pairwise

comparisons and phylogenetic analyses of alignments from fully sequenced genomes

support the hypothesis that horizontal gene transfer has extensively invaded organelle

genomes.

Methods

Sequence selection, alignment, and phylogenetic analysis

PipMaker (Adams et al., 2000; Schwartz et al., 2000) was used to generate

pairwise alignments of closely related mitochondrial (mt) and chloroplast (cp) genomes.

The strong-hits program of PipTools (http://bio.cse.psu.edu/pipmaker) was used to

identify alignments having at least 70% identity for 100 bases or more, and interrupted by

four or fewer gaps. MultiPipMaker (Schwartz et al., 2003) was used to align and produce

stacked sets of percent identity plots (pips) comparing chloroplast and mitochondrial

genome to each other (Table A-1). Annotations in GenBank

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(http://www.ncbi.nlm.nih.gov/Genbank/) were used to derive labels for exons in the

Arabidopsis and Spinacia chloroplast

genomes. RNA-coding genes, which are used by both genomes, were excluded and only

chloroplast-specific sequences (Shimko et al., 2001) were further evaluated. Selected

regions of the multiple pairwise DNA alignments produced by MultiPipMaker were

excised with the slice program of PipTools (http://bio.cse.psu.edu/pipmaker), examined,

Table A-1: List of species and GenBank accessions for 25 organelle genome sequences. .

species Accession

Chloroplast genomes

1 Adiantum capillus-veneris NC004766

2 Amborella tricopoda NC005086

3 Arabidopsis thaliana NC000932

4 Calycanthus fertilis NC004993

5 Chaetospheridium globosum NC004115

6 Chlamydomonas reinhardtii NC005353

7 Lotus japonicus NC002694

8 Marchantia polymorpha NC001319

9 Medicago truncatula NC003119

10 Mesostigma viride NC002186

11 Nicotiana tabacum NC001879

12 Oenothera elata NC002693

13 Oryza sativa ssp. japonica NC001320

14 Pinus thunbergii NC001631

15 Populus trichocarpa NC009143

16 Psilotum nudum NC003386

17 Spinacia oleracea NC002202

18 Triticum aestivum NC002762

19 Zea mays ssp. mays NC001666

Mitochondrial genomes

1 Arabidopsis thaliana NC001284

2 Beta vulgaris NC002511

3 Chaetospheridium globosum NC004118

4 Marchantia polymorpha NC001660

5 Oryza sativa ssp. japonica NC011033

6 Zea mays ssp. mays NC007982

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and manually adjusted with the GENEDOC sequence analysis program (Nicholas et al.,

1997) and with ClustalX (Thompson et al., 1997). Alignments were analyzed with

PAUP* version 4.10b (Swofford, 2002). Nucleotide sequences were analyzed using

Neighbor-Joining/UPGMA method (version 3.573) with negative branch lengths allowed,

and amino acid sequence alignments were analyzed with parsimony.

Comparing distributions of frequencies of similarity scores

The C programming language was used in the Metrowerks CodeWarrior

Integrated Development Environment (IDE) release 2 to develop a computer simulation

(Bliss, B. J. dissertation 2008 enclosure\Cprogramming\overlap\Console App

Release.exe: contact author for access to program and related files) to compare the

distribution of frequency of similarity scores in alignments of actual organelle genomes

with the distribution of frequency of similarity scores in alignments of a simulated

genome sequence with an actual “target” genome sequence. The simulation reads an

alignment file from MultiPipMaker containing multiple pairwise alignments of one

“target” sequence with two or more “query” sequences. Along the alignment, windows of

a user-specified length are evaluated and scored for percent similarity (0.00-1.00). The

frequency with which each similarity score occurs in the alignment is tallied. For each

“query” sequence in the input alignment, the program calculates the base composition

over the length of the sequence and generates a specified number of replicate, simulated

“query” sequences. Each replicate is composed of randomly specified nucleotides, such

that each simulated “query” sequence has the same base composition as the original

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“query” genome sequence. The frequency distributions for the alignments of the actual

and simulated genome sequences are output in a text file suitable for use with a

spreadsheet program.

Amplification and sequencing

Total DNA was extracted using the CTAB method of McNeal et al. (2006). After

DNA was rinsed with 70% ethanol, samples were re-suspended and stored in .01M Tris.

MacVector (Rastogi, 1999) was used to develop primers for the regions flanking the

chloroplast genes psbA, rbcL, and ycf1 found in both the Arabidopsis mitochondrial and

chloroplast genomes (Table A-2).

Polymerase chain reaction (PCR) total volume 50 μL contained 5.0 μL Mg-free

Taq buffer (Stratagene: 10X) and 5.0 μL MgCl2 (25 mM) for psbA and rbcL, or 5.0 μL

Taq extender buffer with Mg (Stratagene: 10X) and 0.5 μL Taq X enzyme (Stratagene)

for ycf1; 8.0 μL dNTPs (Pharmacia:dATP, dCTP, dGTP, dTTP each at 1.25 mM); 1 μL

Table A-2: Primers to amplify chloroplast genes from Arabidopsis cp and mt genomes.

Gene Organelle genome

Forward primer (5’-3’) Reverse primer (5’-3’) Annealing temp. °C

psbA cp AAT CCA CTT GGC TAC ATC CG

TTT CCG TCT GGG TAT GCG TC 51

mt CCA ATG GTT CCT TCT CTT AGC GT

GCC AGT AGA AGA CGA CAA TAG GTG AGG T 54

rbcL cp CTT TTT GAA GAA GGT TCG GTT AC

TGA ATA CCC CCT GAA GCC AC 51

mt ATA GCC TTC CTT CGG GTA GGG T

CCT GTG AAC TCA GAT AGC CTT GTG G 54

ycf1 cp CTT GGT CCT GTT TAG TCC CAC

AAA GCC AAG GGG TCA ACA GG 52

mt AAG AAG TTG TCC CCT CCT CTC

GTC TTC CCA TTC ATT CCC AG 51

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each of left and right primers (MWG Biotech: 20 μM); 0.5 μL Taq (Stratagene: 5U/μL); 1

μL DNA template. PCR conditions were 94ºC for 2 minutes initially, followed by 30

cycles of denaturing at 94ºC for 30 seconds, annealing at primer-specific temperatures

(Table A-2) for 60 seconds (touch-down 1ºC cycle), extension at 72ºC for 2 minutes, and

an additional 5 minutes of extension at 72ºC in the last cycle. Five µls of each PCR

reaction were loaded onto 2.5% high-resolution agarose gel (Sigma-Aldrich Co., St.

Louis, MO, #A-4718) for electrophoresis. Selected PCR products were excised from the

gel, followed by gel extraction (QiaQuick, Qiagen). The chloroplast and mitochondrial

ycf1 sequences were determined by automated DNA sequencing on a Beckman-Coulter

CEQ2000 genetic analyzer according to manufacturer‟s instructions.

Results

In pairwise comparisons of the Arabidopsis and Spinacia chloroplast genomes

with 17 other organelle genomes, MultiPipMaker found numerous regions of high quality

alignment occurring with P<0.01 (red) and P<0.05 (green) (Figure A-1 A, B).

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Figure A-1: MultiPipMaker plots of organelle genome sequences aligned to chloroplast

target genome sequences. A. Arabidopsis chloroplast genome compared to 17 other

organelle genomes. B. Spinacia chloroplast genome compared to 17 other organelle

genomes. Exon names on upper edge indicate coding sequences recorded in GenBank for

the indicated chloroplast genome. High quality alignments are indicated in red (P<0.01)

and green ( P<0.05).

A

B

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The shape of curves produced by distributions of similarity scores from pairwise

alignments of closely related mt v. cp genome sequences differed from the shape of

curves produced by distributions of similarity scores from pairwise alignments

constructed with simulated mt sequences (Figure A-2). Alignments were evaluated in

windows of 50, 100, 150, and 300 bases. Regardless of the window size, species or

genome used, alignments containing simulated sequences produced a bell-shaped curve

(random distribution) and alignments using actual sequences produced an L -shaped

curve (Figure A-2).

In alignments containing simulated sequences, as window size increased, the

range of high frequency similarity scores narrowed as the amplitude increased, such that

the center of the distribution remained the same. For example, in the alignment of the

simulated Arabidopsis mt genome v. the Arabidopsis cp genome, when the alignment

was evaluated with short (50 bp) windows, over 5% of the alignments had approximately

5-35% identity (a range of 30 percentage points), but when evaluated with long (300 bp)

windows, the same proportion had approximately 10-30% identity (a range of only 20

percentage points) (Figure A-2 A). Correspondingly, there were fewer short windows

with precisely 20% identity than there were long windows. Regardless of window size,

the greatest proportion of the alignment with the simulated sequences displayed 20%

sequence identity (Figure A-2 A).

In alignments with actual genomes, alignments with over 50 % identity occurred

consistently, although less than 5% of the time for any particular value. In comparison, in

alignments containing simulated genomes, windows with over 50% identity never

occurred (Figure A-2 A). In addition, there were a greater proportion of windows having

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more than 50% identity in the mitochondrion v. chloroplast genome alignments of Beta

mt v. Spinacia cp, Oryza mt v. Oryza cp, and Zea mt v. Zea cp than in the Arabidopsis mt

v. Arabidopsis cp genome alignments (Figure A-2 A-D). In Zea, over 10% of the aligned

Figure A-2: Frequency of high identity regions in alignments of real and simulated

mitochondrial to chloroplast genome sequences. In simulations, 10,000 simulated (sim)

mitochondrial genome sequences were aligned to the chloroplast genome sequence.

Windows of 50, 100, 150, and 300 bases were evaluated in A. Arabidopsis mt and cp

organelle genomes B. Spinacia cp genome compared to Beta mt genome C. Oryza mt

and cp organelle genomes D. Zea mt and cp organelle genomes.

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organelle genomes shared 90% identity, and in Oryza and Beta/Spinacia, over 5% of the

aligned organelle genomes shared 90% identity (Figure A-2 B-D).

The shape of distribution of similarity scores in pairwise alignments of cp v. cp

genome sequences differed from the shape of the distributions of similarity scores in

pairwise alignments of mt v. cp genomes (Figure A-3). As in Figure A-2, distributions

from the simulated organelle genome sequence alignments (series with broken lines, all

colors), all displayed bell shaped curves while the distributions from actual organelle

genome sequence alignments (series with solid lines, all colors), displayed L-shaped

curves (Figure A-3). However, distributions of similarity scores in pairwise alignments

of 11 chloroplast genomes (series with solid blue–green lines) to the target Arabidopsis

(Figure A-3 A) and Spinacia (Figure A-3 B) chloroplast genomes all took approximately

the same shape, while distributions of similarity scores in the alignments of six

mitochondrial genomes (series with solid yellow-red lines) to the target cp genomes

overall took a different shape (Figure A-3 A, B). The distributions of scores in the

pairwise alignments of cp genomes, actual or simulated, v. target cp genomes (series with

solid or broken blue–green lines) produced a higher frequency of 100 bp, high identity

alignments (Figure A-3 A, B).

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Figure A-3: Distribution of similarity scores for 100 bp windows from 17 pairwise

alignments of mt genome sequence or simulated mt genome sequence to cp genome

sequence for A. Arabidopsis and B. Spinacia cp genomes.

0

10

20

30

40

50

60

70

80

90

100

0 20 40 60 80 100

Nicotiana_cp Nicotiana_cp (sim)

Medicago_cp Medicago_cp (sim)

Populus_cp Populus_cp (sim)

Spinacia_cp Spinacia_cp (sim)

Amborella_cp Amborella_cp (sim)

Zea_cp Zea_cp (sim)

Triticum_cp Triticum_cp (sim)

Oryza_cp Oryza_cp (sim)

Pinusthun_cp Pinusthun_cp (sim)

Marchantia_cp Marchantia_cp (sim)

Chaeto_cp Chaeto_cp (sim)

Arabidopsis_mt Arabidopsis_mt (sim)

Beta_mt Beta_mt (sim)

Zea_mt Zea_mt (sim)

Oryza_mt Oryza_mt (sim)

Marchantia_mt Marchantia_mt (sim)

Chaeto_mt Chaeto_mt (sim)

% b

ases

% identity

0

10

20

30

40

50

60

70

80

90

100

0 20 40 60 80 100

Nicotiana_cp Nicotiana_cp (sim)

Medicago_cp Medicago_cp (sim)

Populus_cp Populus_cp (sim)

Arabidopsis_cp Arabidopsis_cp (sim)

Amborella_cp Amborella_cp (sim)

Zea_cp Zea_cp (sim)

Triticum_cp Triticum_cp (sim)

Oryza_cp Oryza_cp (sim)

Pinusthun_cp Pinusthun_cp (sim)

Marchantia_cp Marchantia_cp (sim)

Chaeto_cp Chaeto_cp (sim)

Arabidopsis_mt Arabidopsis_mt (sim)

Beta_mt Beta_mt (sim)

Zea_mt Zea_mt (sim)

Oryza_mt Oryza_mt (sim)

Marchantia_mt Marchantia_mt (sim)

Chaeto_mt Chaeto_mt (sim)

% identity

% b

ases

A

B

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Fully sequenced mt genomes were also aligned with closely related cp genome

sequences using PipMaker (Schwartz et al., 2000). The strong-hits program of PipTools

indicated the pairwise alignments of the Arabidopsis and Beta mt genomes to their

closest cp genome sequences (Arabidopsis or Spinacia) had more than 75 gap-free, 100

bp alignments with at least 70% identity in regions annotated with chloroplast-specific

genes (data not shown). These alignments included coding sequences for the photosystem

II reaction center polypeptide D1 (psbA); the large subunit of ribulose bisphosphate

carboxylase (rbcL); the cytochrome b6/f complex subunit 5 (petG); the photosystem II

reaction center protein D2 (psbD); two conserved, large open reading frames frequently

found in angiosperms (ycf1, ycf2); photosystem I P700 apoprotein A1 (psaA); and an

approximately 500 bp open reading frame (orf) (Table A-3). Three of these sequences,

rbcL, psbA and ycf1 were excised from MultiPipMaker multiple sequence alignments

for input to PAUP* for phylogenetic analysis and verification by amplification and

sequencing.

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Bootstrap (500 replicates) consensus trees generated from analyses of the

MultiPipMaker alignments of the psbA, rbcL, and ycf1 sequences indicated the

Arabidopsis chloroplast and mitochondrial sequences were most closely related to each

other (Figure A-4) than to other chloroplast or mitochondrial sequences.

Table A-3: Locations of chloroplast-specific sequences in pairwise alignments of mt

genome sequences with cp genome sequences. Base location references the pairwise

alignment of Beta mt v. Spinacia cp genome sequences or Arabidopsis mt v. Arabidopsis

cp genome sequences.

Organelle genome base location

exon

(pipname)

Arabidopsis

chloroplast

Spinacia

chloroplast

Arabidopsis

mitochondrion

Beta

mitochondrion

psbA 218-750 334571-334320

rbcL 55493-56072 C78120-77545

petG-1 64599-64791 1430-1241

petG-2 64860-64976 249997-250070 1177-1051

psbD 33567-33674 102181-102074

ycf2 86178- 86608 324676-325076

145081-147267

ycf1

127374-127487 81096-80992

128712-129641 C105953-105021

109008-109937

126568-127489 105021-105951

105956-106911 105951-104993

psaA 39012-39162 234192-234042

orf 105187-105698 364678-365190

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Figure A-4: Strict consensus trees from NJ analysis with PAUP* (500 bootstrap

replicates) using aligned coding sequences from cp and mt genomes for A. rbcL (13 taxa)

B. psbA (13 taxa) C. ycf1 (15 taxa).

+-NICOTI_CP

!

! +---SPINA_CP

-11--9

! +-OENO_CP

!

! +ARAB_CP

! +--3

! ! +-ARAB_MT

! +--7

! ! ! +-ORYZA_CP

! ! ! +--1

! ! +--2 +TRITI_CP

! ! !

+-10 +-ZEA_CP

!

! +-LOTUS_CP

! +--6

! ! +-MEDICA_CP

+--8

! +-----MARCH_CP

! +--4

+--5 +----PINUS_CP

!

+------PSILO_CP

+LOTUS_CP

+--5

! +MEDICA_CP

!

! +---MARCH_CP

+--8 +--1

! ! +--3 +---PSILO_CP

! ! ! !

! ! ! +----PINUS_CP

! +--6

! ! +ORYZA_CP

+-10 ! +--2

! ! +--4 +ZEA_CP

! ! !

! ! +TRITI_CP

! !

! ! +-NICOTI_CP

! +--9

! +SPINA_CP

!

-11-OENO_cp

!

! +ARAB_cp

+--7

+ARAB_MT

+NICOTI_CP !

-13SPINA_CP ! ! +ARAB_cp! +-11 ! ! +ARAB_MT! ! ! ! +--LOTUS_CP ! ! +--7 +-12 ! +-------MEDICA_CP

! ! ! ! +-------------MARCH_CP ! ! +--2 ! ! ! ! +----------------PINUS_CP ! ! +--3 +--1 +-10 ! ! +MARCH_MT

! +------4 ! ! ! ! +----------PSILO_CP ! ! ! ! +--8 +--BETA_MT! ! ! ! ! ! +ORYZA_CP ! ! +--6 +--9 ! +TRITI_CP

! +--5 ! +ZEA_CP ! +--------OENO_cp

A B

C

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To verify that the three Arabidopsis sequences analyzed in Figure A-4 were not

misannotations, I used primers designed from the pairwise alignments to separately

amplify the psbA, rbcL, and ycf1 coding sequences from the Arabidopsis chloroplast and

mitochondrial genomes (Figure A-5). The ycf1 chloroplast and mitochondrial genome

products were sequenced and had less than 1% difference from the corresponding

accessions in GenBank (data not shown).

Figure A-5: Successful amplification of psbA (A, C), rbcL (B, D), and ycf1 (E, F), from

the Arabidopsis thaliana (A, B, E) chloroplast and (C, D, F) mitochondrial genomes.

C C C A A A B B B D D D

E E E F F F F F F

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Bootstrap (500 replicates) consensus trees generated from analyses of the

MultiPipMaker alignments of petG and psaA sequences revealed the Spinacia chloroplast

and Beta mitochondrial sequences are more closely related to each other (Figure A-6)

than to other chloroplast or mitochondrial sequences.

Figure A-6: Strict consensus trees from PAUP* (500 bootstrap replicates) analysis of

aligned coding sequences from cp and mt genomes using A. NJ analysis of petG

nucleotide sequence (15 taxa) B. Parsimony analysis of psaA amino acid sequences (13

taxa).

Beta mtpetG

Arabidopsis cppetG

Medicago cppetG

Populus cppetG

Spinacia cppetG

Pinusthun cppetG

Chaeto cppetG

Adiantum cppetG

Marchantia cppetG

Mesostigma cppetG

Chlamyrein cppetG

Nicotiana cppetG

Zea cppetG

Triticum cppetG

Calycanthes cppetG

Amborella cppetG

Spinacia cppsaA

Beta mtpsaA

Nicotiana cppsaA

Arabidopsis cppsaA

Populus cppsaA

Medicago cppsaA

Calycanthes cppsaA

Amborella cppsaA

Zea cppsaA

Triticum cppsaA

Pinusthun cppsaA

Adiantum cppsaA

Marchantia cppsaA

Mesostigma cppsaA

Chaeto cppsaA

Chlamyrein cppsaA

A B

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chloroplast or mitochondrial sequences, despite the genome-wide greater similarity of

mitochondrial genomes to other mitochondrial genomes (Figure A-3).

Discussion

Genomic sequences displaying similarity to those of the chloroplast or

mitochondrial genomes may be similar due to horizontal rather than vertical transmission.

In-depth studies have revealed repeated transfers of conserved sequences from the plant

chloroplast and mitochondrial genomes to the plant nucleus (Baldauf and Palmer, 1990;

Adams et al., 2001; Millen et al., 2001; Adams et al., 2002), Bioinformatic methods have

revealed horizontal transfers to the nucleus on a larger scale (Lin et al., 1999; Stupar et

al., 2001; Rice Chromosome 10 Sequencing Consortium, 2003). I sought to determine if

comparisons of fully sequenced organelle genomes could yield additional insight into

horizontal transfers.

In this study, whole genome sequence alignments of multiple chloroplast and

mitochondria genomes revealed numerous regions of high-identity. Those regions

attributable to common, conserved function (e.g., ribosomal RNA genes) were excluded

from the analysis. I hypothesized that the remaining high-identity alignments arose either

by horizontal transfer, or else by chance, due to the base composition of the mt genome

sequence. In simulations conducted to evaluate the latter alternative, gap-free alignments

of 100 bp or more and greater than 50% identity were not observed. Gap-free alignments

of over 100 bp with 70% or greater sequence identity were subjected to phylogenetic

analyses, which demonstrated that the psbA, rbcL, ycf1, petG, and psaA sequences from

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the fully sequenced mt genomes were most closely related to the corresponding

sequences in the cp genome, reflecting horizontal transfer. Additional analyses could

query nuclear genome sequence data to determine if horizontally transferred sequences

were transferred directly from the chloroplast to the mitochondrion, or if the nuclear

genome served as an intermediate.

The greater proportion of high-identity alignments between the Zea/Zea,

Oryza/Oryza, and Beta/Spinacia organelle genomes than between the

Arabidopsis/Arabidopsis ones suggests transfers from the Arabidopsis chloroplast to

mitochondrion may have happened longer ago than the others, or may otherwise be

diverging more rapidly. Cummings et al. (2003) found that, among the transfers of rbcL

to the Arabidopsis, Brassica, Zea, Oryza, and Ipomoea mt genomes, those in the crucifer

lineage were most ancient. Comparative, whole genome analysis can be used to describe

the timing of large-scale genomic events (Cui et al., 2006). Including additional species

in whole genome analysis of organelle sequence data can help to better estimate the

frequency and timing of large scale horizontal transfers.

Acknowlegements

Xiaomu Wei and Joel McNeal provided technical assistance. Dr. Webb Miller

provided extended access to the PipMaker server http://bio.cse.psu.edu/pipmaker/. The

lab of Dr. Hong Ma provided A. thaliana, Lansberg ecotype. The lab of Dr. Ramesh

Raina provided A. thaliana, Columbia ecotype DNA. Primers and materials were funded

from the Chloroplast Genome grant awarded to Dr. Claude dePamphilis.

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Appendix B

Cultivation Supplement

This appendix contains material that may be submitted for publication by Barbara Bliss.1

This Cultivation Supplement describes seed germination experiments and cultivation

methods. Included are detailed, illustrated instructions for hand pollinating Aristolochia

fimbriata and related species (e.g., A. elegans). The system used for recording plant

pedigree is described herein, as are abnormal seedlings initially observed during AAGP

seedling tissue collection efforts.

1Department of Biology, Institute of Molecular Evolutionary Genetics, and the Huck

Institutes of the Life Sciences, 201 Life Sciences Building, Pennsylvania State

University, University Park, PA 16802, USA

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Seed germination experiments

Reliable seed germination methods are prerequisite for developing inbred lines, for

collecting tissues for seedling expression libraries (etiolated and non-etiolated tissues

used by AAGP), for developing seedling selection protocols for antibiotic selection of

potentially transgenic individuals, and for evaluating seed storage methods. Aristolochia

germinates best in potting medium in the greenhouse, but, some circumstances require

soil-free germination to allow continual access to the germinating seed. In order to

identify an efficient method of germinating seeds, I initially investigated several methods

of germination, using 25 seeds each, placed in varying conditions of light, temperature,

and medium for 42 days (Figure B-1). Seeds germinated with varying success in

different conditions. I experimented with total darkness (D), and with 16 hour days with 8

hour nights (16/8). Light and temperature conditions were provided by varying means.

Agrowth chamber provided30°C days, 16°C nights (GrCham). A Conviron room

programmed for maize provided 25°C days, 25°C nights (cornEnviron). An incubator

set at 30°C, provided no light for seeds incubated on petri dishes (PD) containing

sucrose-free, half-strength MS media (PDmedia), or wet filter paper (PDfp). Seeds were

from open-air, insect-mediated pollinations of the S1 and S2 lines combined (OAL) or

from self-pollinations of individual S1 and S2 plants (S1-30, S2-18). Data collected from

the initial experiment were not appropriate for statistical analysis, but the three samples

with the highest percent germination (mean= 0.96, SD 0.04) were those germinated in

petri dishes containing filter paper (PDfp; Figure B-1). Lack of humidity in the incubator

and in the cornEnviron was problematic, and seeds often dried out.

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In another experiment to determine if seeds would germinate in the dark as well

as in a light/dark regime (Figure B-2), seeds from open air pollinations of S1-27 flowers

Figure B-1: Seeds planted in varying conditions on 9/28/2006. Conditions of light,

medium, humidity and temperature were varied. Seeds germinated irregularly. Greatest

percent germination results were obtained using petri dishes (PD) containing wet filter

paper (fp) instead of no sucrose media (media).

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LD 28/25 cornEnvir PDfp OAL LD 28/25 cornEnvir PDmedia OAL

LD 28/25 cornEnvir PDmedia S1-30 LD 28/25 cornEnvir PDmedia S2-18

D 28/25 cornEnvir PDfp OAL D 28/25 cornEnvir PDmedia OAL

D 28/25 cornEnvir PDmedia S1-30 D 28/25 cornEnvir PDmedia S2-18

16/8 30/16 GrCham PDfp OAL 16/8 30/16 GrCham PDmedia OAL

16/8 30/16 GrCham PDmedia S1-30 16/8 30/16 GrCham PDmedia S2-18

D 30/16 GrCham PDfp OAL D 30/16 GrCham PDmedia OAL

D 30/16 GrCham PDmedia S1-30 D 30/16 GrCham PDmedia S2-18

16/8 25 GrRoom PDmedia OAL 16/8 25 GrRoom PDmedia S1-30

16/8 25 GrRoom PDmedia S2-18 D 25 GrRoom PDmedia OAL

D 25 GrRoom PDmedia S1-30 D 25 GrRoom PDmedia S2-18

D 25 Incubator PDfp OAL D 30 Incubator PDmedia OAL

D 30 Incubator PDmedia S1-30 D 30 Incubator PDmedia S2-18

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were planted in petri dishes containing sucrose-free, half-strength MS media in an

attempt to provide continuous moisture. The plates were incubated in a growth chamber

operating at 30°C days, 16°C nights, either in total darkness (D) or 16 hour days/8 hour

nights (16/8). Overall, the percent germination was low (mean 0.30, SD 0.1354) with no

significant difference (two sample T test) between mean percent germinated in 16/8 (n=8,

mean 9.50, SD 2.73) and D (n=8, mean 10.25, SD 4.74) treatments (Figure B-2).

To directly evaluate germination on media compared with wet paper (Figure B-

3), seeds from open air pollinations of S1-35 or S2-01 plants were planted in petri dishes

Figure B-2: Comparing effects of light on germination of seeds planted on ½ MS media.

Seeds from open air pollinations of S1-27 flowers were planted on 10/6/2006 on ½ MS

medium in petri dishes and incubated at 30°C days, 16°C nights, either in total darkness

(D) or 16 hour days/8 hour nights (16/8). There was no significant difference (two sample

T test) in mean percent germination in 16/8 and D treatments.

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16/8

16/8

16/8

16/8

16/8

16/8

16/8

D

D

D

D

D

D

D

D

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(PD; 25 seeds each) containing sucrose-free, half-strength MS (media) or wet filter paper

(fp) and incubated in total darkness in a growth chamber at 30°C days, 16°C nights.

Mean percent germination at 42 days was significantly better (Student‟s two sample t-

test, P < 0.05) in wet filter paper (n=11, mean=0.6145, SD 0.1572) than in media (n=3,

mean=0.0933, SD 0.0611) (Figure B-3).

To evaluate the effects of light on seeds germinating in wet toweling (Figure B-

4), seeds from open air pollinations of flowers on five different S2 plants were planted in

packets of wet towelling, 25 seeds each, and incubated in total darkness (D, n=10) or in

16 hour days/8 hour nights (16/8, n=10) in a growth chamber at 30°C days, 16°C nights.

There was no significant difference between the two treatments at 42, 70, or 91 days.

Figure B-3: Comparing seed germination on wet filter paper or medium. Seeds from open

air pollinations of flowers on S1-35 or S2-01 plants were planted on 10/13/2006 and

incubated in total darkness in a growth chamber at 30°C days, 16°C nights. Seeds

germinated significantly better on wet filter paper (fp) than in petri dishes (PD) containing

sucrose-free ½ MS media.

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PDfp

PDfp

PDfp

PDfp

PDfp

PDfp

PDfp

PDfp

PDfp

PDfp

PDmedia

PDmedia

PDmedia

PDfp

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Mean percent germination at 91 days was 0.7940 (SD 0.1103). At 42 days, mean overall

percent germination was 0.4480, SD 0.2131 (Figure B-4).

Results from Figure B-4 were lower than the mean percent germination at 42

days in a more brief germination exercise shown in Figure B-4, conducted with the same

methods using seeds from different open-air pollinated S2 plants. In Figure B-4, the 42

day mean percent germination rate was 0.6171 (SD 0.2416), and percent germination in

16/8 (n=14, mean=0.723, SD 0.179) was significantly better than in D (n=14,

mean=0.511, SD 0.255) (Student‟s t test, P<0.05) (Figure B-5).

Figure B-4: Comparing effect of light on germination of seeds planted in wet toweling.

There was no significant difference in mean percent germination of seeds from open air

pollinations of flowers on S2 plants planted 10/27/2006 in packets of wet toweling,

incubated in D (n=10) or in 16/8 ( n=10) in a growth chamber at 30°C days, 16°C nights.

0

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7 14 21 28 35 42 49 56 63 70 77 84 91

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16/8 S2-02

16/8 S2-08

16/8 S2-14

16/8 S2-14

16/8 S2-14

16/8 S2-14

16/8 S2-10

16/8 S2-10

16/8 S2-10

16/8 S2-10

D S2-02

D S2-14

D S2-14

D S2-14

D S2-14

D S2-14

D S2-10

D S2-10

D S2-10

D S2-16

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There was considerable variability of the effect of light on seed germination

(Figure B-2, B-4, B-5, B-6). It may be that seeds from S2-16 and S2-17 generally

germinate better that other seeds, but it does not appear that light itself is an important

factor for seed germination. Paula Ralph helped with some of these experiments. We

noted that seeds germinating in total darkness died, and light was required for the true

leaves to emerge.

Figure B-5: Effects of light on germination of seeds planted in wet toweling. Seeds from

open air pollinations of S2 plants planted 12/15/2006 in wet toweling, incubated in a

growth chamber with 30°C days, 16°C nights had significantly higher percent

germination after 42 days in 16/8 (n=14) than did seeds incubated in D (n=14).

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16/8 S2-8 16/8 S2-8

16/8 S2-8 16/8 S2-23

16/8 S2-23 16/8 S2-23

16/8 S2-17 16/8 S2-17

16/8 S2-22 16/8 S2-22

16/8 S2-22 16/8 S2-22

16/8 S2-22 16/8 S2-22

D S2-8 D S2-8

D S2-8 D S2-23

D S2-23 D S2-23

D S2-17 D S2-17

D S2-17 D S2-22

D S2-22 D S2-22

D S2-22 D S2-22

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Figure B-6: Comparing effect of light on germination of seeds planted on soft media.

Seeds from open air pollinations of flowers on S1-44 plants planted 11/13/2006 on PD

containing soft media and incubated in D (n=5) or in 16/8 (n=5) in a growth chamber at

30°C days, 16°C nights. Mean percent germination at 70 days was significantly greater

in D.

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Germinating in toweling

Although greenhouse germination in soil, on a heating mat generally produced the

best results (Bliss et al., in preparation, 2008), seeds are germinated in toweling packets

when seedlings must be handled. No other method was found to be superior (see

Figures B-1 through B-6, also Figure 5-1). The toweling method was used exclusively

to germinate seeds for AAGP seeding tissue collection (Figure B-7).

Figure B-7: Toweling germination method. A. Seeds arranged in center third of wet

towel. B. Fold over one side C. Fold over the other, apply more water D. Insert toweling

packet into plastic bag (plastic pedigree label is included in this bag), fold over and

incubate under light.

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Up to 80 (or more) seeds were arranged in the center third of a wet paper towel

(Scott Hi Wet Strength), each side of which was then folded back over the seed array

(Figure B-7 A, B). The packet was squirted with distilled water to saturate all layers of

the toweling thoroughly. The tri-folded wet (but not dripping) towel packet was put into a

polyethylene plastic storage bag, folded to loosely close it over and around the towel

packet. The outside of the plastic bag was labeled to indicate the contents and placed

under lights in a growth chamber operating at 35C for 16 hour days, 25C for 8 hour

nights. Germination was recorded with the appearance of the hypocotyl emerging from

the seed coat. Seeds also have been germinated on shelves in a room maintained at 70° F

(21°C), approximately 18 inches (50 cm) below fluorescent lights fixtures containing

40W cool-white bulbs operating 16 hours/day.

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Seed storage experiments

Seeds contain the germline of the individual, so the seeds produced by a

transformed plant or naturally occurring mutant represent an important resource for

studying the genetic basis of the phenotype. For annual plants, including Arabidopsis and

Zea, seed storage is critical because the individual dies after producing seed. For A.

fimbriata, a long-lived herbaceous perennial that can also be vegetatively propagated for

ongoing use as a stock plant, seed longevity is less crucial, but it remains important for

planning future experiments. In order to determine if seeds would remain viable after a

period of time in storage, I looked for evidence of any initial decline in seed viability

after short term (7-150 days; Figure B-8) and after longer-term (522-942 days; Figure B-

9) storage in the workplace, at room temperature.

There were no significant differences in germination among seeds planted in wet

toweling weekly, for 22 weeks (Figure B-8). These findings were consistent with

observations from the greenhouse. After 30 days, 50% of the seeds planted at seven day

intervals each group had germinated, and 90% germination was obtained in 63 days. This

was considerably worse than in the greenhouse, where 90% germination was often

observed in 30 days.

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In the older seeds (Figure B-9), seeds in the middle group (761 days old), were

significantly more likely to likely to germinate than the other groups, and the youngest

group of seeds (577 days old) was slightly more likely to germinate than the oldest group

of seeds (942 days old) (Figure B-9). The middle group of seeds, which had the highest

percent germination, were collected in November, and the newest and oldest seeds were

collected in May. These results suggest something other than seed age was affecting

Figure B-8: Short term effects of seed age on germination. Successive planting of seeds

from open-air pollinations were germinated in toweling packets at weekly intervals,

seven to 150 days after collection, with no significant differences in germination. Most

packets reached maximum germination by 60 days, with over 50% germination obtained

by 30 days. Mean germination at day 35 (n=10) was 0.7695 (SD 0.0199), at day 63

(n=15) was 0.8987 (SD 0.0537).

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11/22/2004

11/29/2004

12/6/2004

12/13/2004

12/20/2004

12/27/2004

1/4/2005

1/10/2005

1/17/2005

1/24/2005

1/31/2005

2/7/2005

2/14/2005

2/21/2005

2/28/2005

3/7/2005

3/14/2005

3/21/2005

3/28/2005

4/4/2005

4/11/2005

4/18/2005

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germination, perhaps the time of year when pollination and maturation took place, or

conditions in the greenhouse when the capsules were maturing.

Figure B-9: Longer-term effects of seed age on germination. Seeds of different ages

from open air pollinations of flowers on mixed plants (VL, and NV) were planted

6/15/2007 in wet toweling and incubated in 16 hour days/8 hour nights (16/8, n=14) in a

growth chamber with 30°C days, 16°C nights. The midrange seed age (761 days old) was

significantly (P < 0.05 in binary regression analysis) more likely (3.83 times more likely)

to germinate than the newest seeds (577 days old). The oldest seeds 942 days old were

0.90 times as likely to germinate as the newest seeds, not significantly different.

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Inducing flowering

A. fimbriata has a vining habit, and produces numerous indeterminate shoots, 1-3

m long, depending on conditions. Blooming can be induced in the same manner as is

done for many herbaceous perennials,by pruning and feeding, as needed, to stimulate a

flush of new growth. Cut plants back to the rhizome approximately two weeks before

pollination efforts are scheduled to begin (Figure B-10 A). After shoots have begun to

proliferate, set pots containing new shoots into larger pots, and trellis them (Figure B-10

B). Older, larger plants may be potted directly into large pots outfit with large trellises.

Arrange trellised plants for pollination, fruit production, and harvest (Figure B-10 C).

Flower and secondary shoot meristems arise from axils (Figure B-11), so a new

flower will open every day, or nearly so. Shoots will produce flowers indefinitely

(Figure B-12), as they elongate, but productivity declines as shoots lengthen and age.

Pruning can improve productivity. Heading (removal of terminal meristems) will induce

axillary meristem outgrowth. Thinning (removal of shoots at the crown) will induce

production of new shoots from the crown. Selective pruning can be used to maintain

induction of flowers on fresh, lower shoots while fruit matures. Collect fruit after the

capsule opens.

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Figure B-10: Inducing blooms A. Prune back A. fimbriata to induce new shoot

proliferation, which will be visible in 3-5 days. This plant is approximately two years old.

B. Set pot containing plant into larger pot with trellis, in preparation for hand pollinations

and seed collection C. Arrange all plants for pollination, fruit maturation, fruit harvest..

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Plants sharing a desirable pedigree may be isolated in a room apart from A.

fimbriata plants of other parentage in order to generate closely related seeds by open air

pollination, effected by insects naturally occurring in the greenhouse (e.g., fungus gnats

and other dipterans). For AAGP, first and second generation inbred plants (S1 and S2

descended from LR08) were isolated and used as the source of tissues for transcriptome

sequencing. Seeds from fruits produced by open-air pollinations in that room were

germinated to yield seedling tissues used by AAGP.

Figure B-11: A. fimbriata produces successive axillary blooms along the shoot.

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Figure B-12: A. fimbriata in bloom. Four main shoots from the crown producing flowers

at successive stages..

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Hand pollination

These instructions are written for a novice worker in the lab to begin conducting

hand pollinations with A. fimbriata. A basic knowlege of floral organs and plant anatomy

is required: the student may wish to refer to a plant biology text in the lab if terms are

unfamiliar (Raven et al., 1999; Simpson, 2006; Bliss et al., in preparation, 2008).

Select a trellised plant producing flowers at the shoot terminals (Figure B-12),

and tie a pollination bag around the unopened flowers. The entire end of the shoot may be

enclosed in the bag, selecting three or more flowers for subsequent hand pollination

(Figure B-13). Loosely wrap the excess material of the pollination bag to cushion the

stem and tie it below the petiole of the lowest flower, preventing pollinator access

without crushing the stem (Figure B-14 A). Attach tags just below the pollination bag

(Figure B-14 B). Check pollination bags daily for open flowers (Figure B-15). Note on

the tag the date the flower first appears open (day one; first day of anthesis).

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Figure B-13: Pollination bag. Four unopened flowers are enclosed at the end of one shoot.

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Figure B-14: Pollination bag attachment detail. A. Tie pollination bag around stem (a)

below petiole of lowest flower enclosed in bag. B. Tie tag below string of pollination bag.

Hand pollinations should be done on day one or day two flowers, as those are the

days in which the stigma is most receptive (Bliss et al., in preparation, 2008). Pollen can

most easily be collected from day two and day three flowers, but we have routinely done

self-pollination of day one flowers. On the first day of anthesis, the anthers have not yet

dehisced, so it is necessary to scrape open the anther to collect pollen on the tip of the

toothpick, or pry an anther locule (or portion of a locule) from the anther and deposit it on

the receiving stigma. If pollen will be collected from a different flower, it also should

have been bagged to prevent contamination with foreign pollen from visiting insects.

a

b

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Once the flower has been removed from the pollination bag, take care to prevent

pollinator access. Cut the utricle above the gynostemium (Figure B-16 A) and inspect the

utricle, limb, and gynostemium. If an insect is present the pollination bag has failed, so

abort the hand pollination attempt. On the first day of anthesis, the lobes of the

gynostemium should curve inward slightly (Figure B-16 B).

Figure B-15: Day of anthesis. Flower enclosed in pollination bag. Note backward bent

fimbriae..

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Collect pollen on a toothpick from the anthers, which are on the outside of the

gynostemium (Figure B-17 A). Transfer pollen on the toothpick to the stigma (Figure B-

17 B). Note that the flower in Figure B-17 is a “day two” flower, so its pollen has

Figure B-16: Gynostemium A. Sever the perianth below the limb, above the

gynostemium. The gynostemium occupies about 2/3 of the utricle. B. On the first day,

the lobes of the gynostemium will curve slightly inward

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already dehisced. Self pollinations are optimally conducted with day two flowers (Bliss et

al., in preparation, 2008).

Figure B-17: Self-pollination in a day two flower A. Collect pollen from the anthers with

a toothpick. B. Transfer it to the stigmatic surfaces of the receiving flower. (This is self-

pollination: Both A. and B. are the same flower)

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Use lab tape to tape closed the remnant of the perianth, preventing further access

to the stigmatic surfaces. Fold the edges of the perianth as needed. The perianth,

gynoecium, and tape will abscise above the inferior ovary (Figure B-18 A). If successfully

fertilized, the ovary will begin to grow in a week (Figure B-18 B) and mature in a month.

Figure B-18: Inferior ovary. A. Perianth, taped shut, abscisses where indicated by tip of

arrow. B. Maturing ovary, after perianth with lab tape has abscissed.

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205

Recording pedigree

A method for labelling the plants was devised to convey the maximum amount of

information possible on the tag in the pot in the greenhouse. Pedigree information can be

determined from the label in the pot. An alternate method of labelling the plants would

be to assign a serial number to the plant and tag, and record in a notebook the pedigree of

the plant tageed with the serial number. In that system, the serial number would serve to

connect the plant to the notebook and the notebook would connect the serial number to

the pedigree information. Based on the experience I had keeping lineage information for

our tissue culture work, I elected to use labelling system in the greenhouse which would

communicate the pedigree directly from the pot label. Capsules are stored in envelopes

with the pedigree information written on the outside. Here is the labelling and pedigree

recording system, which was used to label the first and second generation lines used for

AAGP tissue collection.

The name is written from left to right, adding on the right end as the depth of the

pedigree increases. The label is interpreted from right to left, as follows.

a. Genotype = LR or CO (equivalent to VL and NV)

b. Seed/plant ID = 01-99. At one time, there were about one hundred plants each

of LR and CO, all from the same parent plant. Eventually, many were

eliminated to reduce maintenance.

c. Type of event generating the capsule. The letters S and O are reserved:

S=selfing, O=open air pollination. Crosses recorded in the experimenters lab

notebook can use other letters.

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206

d. Year in which this capsule was collected = e.g., 04, 05, etc.

e. Capsule collected for this type of event, this year, using A-Z, 1-9, beginning

with A.

f. Numerical designation of plants produced from the designated fruit

Letters c-f iterate through generations of descent from the original parent plant.

Example 1:

LR08 – S04A10– S06D01

Reading from thr right-most field, the label printed above Table B-1 indicates the

first (01) seed germinated from the fourth (D) capsule collected in 2006 from selfing

attempts done on plant LR08-S04-A10, which was grown from the tenth seed

germinating from the first (A) capsule (LR08-S04A) collected in 2004 from selfing

attempts done on plant LR08.

Table B-1: Pedigree record, example 1.

(a) (b) (c) (d) (e) (f) (c) (d) (e) (f)

LR 08 S 04 A 10 S 06 D 01

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207

Example 2:

LR08 – S03A01 – S04A01 – S04B03 – S05C

The label above Table B-2 designates the third (C) capsule collected in 2005 (05)

from selfing (S) attempts done on plant LR08 – S03A01 – S04A01 – S04B03, which

was, itself, the third (03) seed to germinate from the second (B) capsule collected in

2004 (capsule can be identified as capsule LR08 – S03A01 – S04A01 - S04B), from

selfing attempts done on a plant (LR08 – S04A01 – S04A01) that was, itself, the first

plant to successfully germinate from seeds taken from capsule (LR08 – S03A01 – S04A),

which was the first collected in 2004 from selfing atempts on plant LR08 – S03A01 ,

which was the first (01) seed to germinate from the first capsule (LR08 – S03A) collected

in 2003 from selfing attempts done on LR08, also known as VL08.

In this manner, up to 26 (A-Z) capsules per year can be collected from selfing

events, and open air pollinations and eachother type of event that can be designated by

the other 24 letters in the alphabet or numbers 1-9 . Up to 99 seeds per capsule generating

new plants can be tracked.

Table B-2: Pedigree record, example 2.

(a) (b) (c) (d) (e) (f) (c) (d) (e) (f) (c) (d) (e) (f) (c) (d) (e)

LR 08 S 03 A 01 S 04 A 01 S 04 B 03 S 05 C

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208

Possible mutants

During AAGP seedling tissue collection several abnormal seedlings were

observed by Paula Ralph. Two types are illustrated here. One type, we referred to as

“tricot” appears to be producing three cotyledons (Figure B-19 A, B). These seeds

(Table B-3) had three cotyledons when the seedling was extracted from the softened seed

coat. Another unusual seedling type seemed to produce “basal” leaves (Figure B-19 C-

E). and was apparently unable to extend the internode normally until after the earliest true leaves

emerged.

Table B-3: Pedigree and incidence of “tricots.”

Expt. date

Parent Frequency

(n=1)

10/6/06 LR08 S04 A05 2/200

10/27/06 LR05 S04 A01 S05 A01 1/?

12/15/06 LR08 S04 A01 S05 B02 2/50

12/15/06 LR12 S04 A01 S05 C03 1/150

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209

Figure B-19: Abnormal seedlings. A, B. “Tricots” C, D, E with basal leaves.

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VITA

Barbara J. Bliss 403 Life Science Building University Park, PA 16802 (814) 441-4453 [email protected]

466 Orlando Ave State College, PA 16803 (814) 861-3553 [email protected]

EDUCATION Ph.D. Biology (Molecular Evolutionary Biology) 2008 Pennsylvania State University, University Park, PA M.S. Environmental Science (Toxicology) 1998 Huxley College, Western Washington Univ, Bellingham, WA B. S. Biology magna cum laude 1995 Western Washington University, Bellingham, WA

PUBLICATIONS Bliss BJ, Wanke S, Barkat A, Wall PK, Landherr LL, Hu Y, Ma H, Neinhuis C, Leebens-Mack J,

Arumuganathan K, Clifton S, Maximova SN, dePamphilis CW (in preparation, 2008). Aristolochia fimbriata: A proposed experimental model for basal angiosperms. Plant Physiology

Bliss BJ, Landherr LL, dePamphilis CW, Ma H, Hu Y, and Maximova SN (submitted, 2008). Regeneration and plantlet development from somatic tissues of Aristolochia fimbriata. Plant Cell, Tissue and Organ Culture

Albert VA, Soltis DE, Carlson JE, Farmerie WG, Wall PK, Ilut DC, Solow TM, Mueller LA, Landherr LL, Hu Y, Buzgo M, Kim S, Yoo MJ, Frohlich MW, Perl-Treves R, Schlarbaum SE, Bliss BJ, Zhang X, Tanksley SD, Oppenheimer DG, Soltis PS, Ma H, Depamphilis CW, Leebens-Mack JH (2005) Floral gene resources from basal angiosperms for comparative genomics research. BMC Plant Biol 5: 5

Bliss BJ, Markiewicz AJ, Landis WG (1998) Statistical analysis of toxicity identification evaluation, effluent flow, and composition data to identify sources of whole effluent toxicity. Institute of Environmental Toxicology and Chemistry, Huxley College of Environmental Studies, Western Washington University, Bellingham, WA.

Bliss BJ, Markiewicz AJ, Luxon MG, Landis WG, Harass MC 1998: Utilizing Graphical, Exploratory and Confirmational Statistical Techniques to Evaluate Effluent Toxicity. SETAC annual meeting poster presentation, Charlotte, NC.

Bliss BJ 1998. Estrogenicity of nonylphenol in early life stages in the fathead minnow, Pimephales promelas. Masters thesis. Huxley College of Environmental Studies, Western Washington University, Bellingham, WA.

TEACHING Pennsylvania State University 6/2003-12/2008 Plant Taxonomy (co-instruct field course), Biological

Concepts and Diversity (lab instruction) Whatcom Community College 9/1999 - 6/2002 Biological Diversity, Biological Principles, Environmental

Science, Botany, Human Systems, Human Nutrition, Honors seminar (Toxicology) Western Washington University 9/1995 – 6/1997 Limnology Methods, Water Quality Methods, Toxicology

AWARDS Eberly College of Science Braddock Fellowship 2002-2003, 2008 University Graduate Fellowship, Pennsylvania State University 2002-2003 PNWSETAC annual student presentation award 1998 American Association of University Women Scholarship 1996-1997 Hughes Summer Research Intern Scholarship 1994 Western Foundation Scholarships 1993-1995 Academic Merit Scholarship 1993-1994