TL;DR: A revised classification for extant ferns is presented, with emphasis on ordinal and familial ranks, and a synopsis of included genera is provided, reflecting recently published phylogenetic hypotheses based on both morphological and molecular data.
Abstract: We present a revised classification for extant ferns, with emphasis on ordinal and familial ranks, and a synopsis of included genera. Our classification reflects recently published phylogenetic hypotheses based on both morphological and molecular data. Within our new classification, we recognize four monophyletic classes, 11 monophyletic orders, and 37 families, 32 of which are strongly supported as monophyletic. One new family, Cibotiaceae Korall, is described. The phylogenetic affinities of a few genera in the order Polypodiales are unclear and their familial placements are therefore tentative. Alphabetical lists of accepted genera (including common synonyms), families, orders, and taxa of higher rank are provided.
TL;DR: A Chemosystematic Overview of Pteridophytes and Gymnosperms and Keys to the Families of Fern Allies and Ferns are presented.
Abstract: to Pteridophytes and Gymnosperms.- A Chemosystematic Overview of Pteridophytes and Gymnosperms.- to the Treatment of Pteridophytes.- Conservation of Pteridophytes.- General References for Pteridophytes.- Glossary for Pteridophytes.- Keys to the Families of Fern Allies and Ferns.- Psilotaceae.- Isoetaceae.- Lycopodiaceae.- Selaginellaceae.- Equisetaceae.- Notes on the Higher Level Classification of the Recent Ferns.- Aspleniaceae.- Azollaceae.- Blechnaceae.- Cheiropleuriaceae.- Cyatheaceae.- Davalliaceae.- Dennstaedtiaceae.- Dicksoniaceae.- Dipteridaceae.- Dryopteridaceae.- Gleicheniaceae.- Grammitidaceae.- Hymenophyllaceae.- Hymenophyllopsidaceae.- Lomariopsidaceae.- Lophosoriaceae.- Loxomataceae.- Marattiaceae.- Marsileaceae.- Matoniaceae.- Metaxyaceae.- Monachosoraceae.- Nephrolepidaceae.- Oleandraceae.- Ophioglossaceae.- Osmundaceae.- Plagiogyriaceae.- Polypodiaceae.- Pteridaceae.- Salviniaceae.- Schizaeaceae.- Thelypteridaceae.- Vittariaceae.- General References for Gymnosperms.- Taxonomic Concepts in Conifers and Ginkgoids.- Key to Families of Coniferophytina.- Ginkgoaceae.- General Traits of Conifers.- Interrelationships Between Families of Conifers.- Economic Importance and Conifer Conservation.- Araucariaceae.- Cephalotaxaceae.- Cupressaceae.- Phyllocladaceae.- Pinaceae.- Podocarpaceae.- Sciadopityaceae.- Taxaceae.- Taxodiaceae.- General Traits of the Cycadales.- Conservation of Cycads.- Boweniaceae.- Cycadaceae.- Stangeriaceae.- Zamiaceae.- General Traits of the Gnetales.- Ephedraceae.- Gnetaceae.- Welwitschiaceae.- Sources of Illustrations.- Index of Scientific Names.
TL;DR: To compare competing classifications, DNA sequences of a chloroplast gene were obtained and phylogenetic trees were inferred by the neighbor-joining and the parsimony methods that provided insights concerning major general evolutionary trends in the leptosporangiate ferns.
Abstract: Pteriodophytes have a longer evolutionary history than any other vascular land plant and, therefore, have endured greater loss of phylogenetically informative information. This factor has resulted in substantial disagreements in evaluating characters and, thus, controversy in establishing a stable classification. To compare competing classifications, we obtained DNA sequences of a chloroplast gene. The sequence of 1206 nt of the large subunit of the ribulose-bisphosphate carboxylase gene (rbcL) was determined from 58 species, representing almost all families of leptosporangiate ferns. Phlogenetic trees were inferred by the neighbor-joining and the parsimony methods. The two methods produced almost identical phylogenetic trees that provided insights concerning major general evolutionary trends in the leptosporangiate ferns. Interesting findings were as follows: (i) two morphologically distinct heterosporous water ferns, Marsilea and Salvinia, are sister genera; (ii) the tree ferns (Cyatheaceae, Dicksoniaceae, and Metaxyaceae) are monophyletic; and (iii) polypodioids are distantly related to the gleichenioids in spite of the similarity of their exindusiate soral morphology and are close to the higher indusiate ferns. In addition, the affinities of several "problematic genera" were assessed.
TL;DR: The first cladistic analysis of extant ferns based on morphological characters is presented, showing the value of using both molecular and morphological data sets in combination as well as separately, and bootstrap support for the leptosporangiate fern clades is much greater using the combined data set than when either the morphological or the molecular data set is analyzed separately.
Abstract: -We present the first cladistic analysis of extant ferns based on morphological characters. Our data set consisted of 77 vegetative and reproductive morphological/anatomical characters recorded on a broad sampling of 50 extant pteridophyte taxa, with representatives of all major fern groups, and one seed plant (Cycas). An annotated list of both retained and excluded morphological characters is presented. Results from the morphological analysis are compared with an independent analysis of rbcL data carried out here for the same set of pteridophyte taxa. Finally, we analyze a combined (morphological and molecular) data set. All three data sets were analyzed using maximum parsimony. N o separate sets of analyses using different taxon combinations were conducted on each of the three data sets. Analysis 1 focused on phylogenetic relationships of ferns only (Filicopsida, Botrychium, and Angiopteris), using Cycas as an outgroup representative from the seed plants. Analysis 2 focused on phylogenetic relationships of pteridophytes (Filicopsida, Angiopteris, Botrychium, Equisetum, Psilotum), using Lycopodium as the outgroup. In both sets of analyses, the combined data set provided the most robustly supported hypothesis of relationships. Results from the combined data set in Analysis 1 provided strong bootstrap support for the monophyly of the following clades: leptosporangiate ferns (with Osmunda as the most basal leptosporangiate fern], heterosporous ferns, Cheiropleuria-Dipteris, Diplopterygium-Stromafopteris, tree ferns, schizaeoid ferns, pteridoid ferns, and a large clade consisting of a derived group of leptosporangiate ferns that excludes dennstaedtioids and pteridoids. Various smaller clades within some of these larger clades also have strong support. The dennstaedtioid ferns are paraphyletic. We use the results of the combined data set in Analysis 1to examine character evolution within the leptosporangiate ferns. Results from the combined data set in Analysis 2 indicated robust support for essentially the same fern clades as the combined data set in Analysis 1.In both Analyses 1 and 2, bootstrap support for the leptosporangiate fern clade is much greater using the combined data set than when either the morphological or, particularly, the molecular data set is analyzed separately. Relationships among major groups of pteridophytes at the base of the tree (Botrychium, Angiopteris, Psilotum, Equisetum, Lycopodium) were poorly supported by the combined data in Analysis 2, except for a weak association between Botrychium and Psilotum. We are convinced from this study of the value of using both molecular and morphological data sets in combination as well as separately. A synthetic approach that integrates paleobotanical and neobotanical data will be of greatest interest in further elucidating the phylogenetic relationships of pteridophytes. Our understanding of the phylogeny of pteridophytes has lagged behind the considerable progress made recently in clarifying the phylogenetic relationships of other green plants, especially seed plants (Crane, 1985a, 1985b; Doyle Present address: Department of Botany, Field Museum of Natural History, Roosevelt Rd. at Lakeshore Dr., Chicago, IL 60605. 206 AMERICAN FERN JOURNAL: VOLUME 85 NUMBER 4 (1995) and Donoghue, 1986a, 1986b, 1992; Doyle et al., 1994; Loconte and Stevenson, 1990, 1991; Nixon et al., 1994; Rothwell and Serbet, 1994). Often-cited reasons for this discrepancy are that ferns have, relatively speaking, far fewer morphological characters, and that determining homologous character states, particularly when dealing with organisms with such a long geological record, is not feasible. These arguments have become less persuasive since the publication of a number of comprehensive studies on bryophytes and green algae and their relationships to tracheophytes (Garbary et al., 1993; Graham et al., 1991; Mishler and Churchill, 1984, 1985; Mishler et al., 1994). An overview of extant tracheophyte relationships based on recent analyses of green plant phylogeny is shown in Figure 1, indicating major clades that are resolved and areas of greatest uncertainty (unresolved polychotomies). Although numerous phylogenetic studies have been devoted to the seed plants (spermatophytes), higher-level relationships among some of the major extant lines (cycads, Ginkgo, conifers, gnetales, angiosperms) still are not resolved convincingly (Doyle et al., 1994). For example, the position of the cycads as the most basal group in the spermatophytes is supported by Crane (1985b), Loconte and Stevenson (1990), and Nixon et al. (1994), whereas Ginkgo is the most basal spermatophyte in the analysis by Rothwell and Serbet (1994). Other authors have obtained still different arrangements. Within tracheophytes, relationships among pteridophytes are the least understood (Kenrick and Crane, 1991; Nayar, 1970; Rothwell, 1994). The major clades of extant pteridophytes are: lycopodiophytes (Lycopodiaceae, Selaginellaceae, Isoetaceae); psilotophytes (Psilotum, Tmesipteris); equisetophytes (Equisetum); and ferns (Fig. 1).Ferns comprise three classes: the Ophioglossopsida and Marattiopsida (eusporangiate ferns), and the Filicopsida (leptosporangiate ferns). It has been hypothesized that the psilotophytes are the most basal lineage of extant pteridophytes, and indeed of all extant tracheophytes (Bremer, 1985; Bremer et al., 1987; Parenti, 1980; Pichi Sermolli, 1959). However, more recent evidence supports the placement of the lycopodiophytes at the base of the extant tracheophyte clade (DiMichele and Skog, 1992; Donoghue, 1994; Kenrick and Crane, 1991; Raubeson and Jansen, 1992). Contemporary estimates of higher-level relationships in ferns are mostly intuitive and founded largely on the phenetic concept of overall similarity of morphological/anatomical characters. These characters most often include the sorus and its associated structures (sporangia, indusia, spores), leaf architecture and venation, rhizomes, stipes, and chromosome numbers. In 1969, Wagner attempted a more objective approach to resolving fern phylogeny by applying his "ground plantdivergence method" to homosporous ferns. This method consisted of first inferring the primitive and advanced states of various characters based on the assumption that the commonest character state is usually also that which is primitive. How these states were correlated was then determined so as to organize the taxa graphically in an evolutionary pattern (Wagner, 1969, 1980). A slightly modified version of Wagner's scheme of evolutionary relationships is still presented in morphology and evolution textbooks (e.g., Gifford and Foster, 1988). Smith (1995) reviewed modern ideas on PRYER ET AL.: FERN PHYLOGENY BASED ON MORPHOLOGY AND rbcL SEQUENCES 207
TL;DR: The majority of ferns in Eurasia grew under warm (subtropical to tropical) conditions in moist environments, including peat-forming swamps, freshwater marshes, riverbanks and understorey vegetation in forests.