Persicaria (L.) Mill., a genus within the tribe Persicarieae Dumort., consists of approximate 100 species. It is characterized by many-flowered spicate, capitate or panicle inflorescence, a simple leaf, chartaceous ochrea entire or ciliate, 4–5 tepals, and 4–8 stamens (Haraldson, 1978; Freeman and Reveal, 2005). Persicaria has often been suggested as a member of Polygonum L. s.l. (Li et al., 1998, 2003; Zhu et al., 2007), while various morphological and molecular data support the independence of the genus Persicaria from Polygonum s.l. based on the inflorescence, ochrea type, tepal venation, or filament shape (Haraldson, 1978; Ronse Decraene and Akeroyd, 1988; Ronse Decraene et al., 2000; Lamb Frye and Kron, 2003).
Persicaria are divided into four to five sections based on the presence of an exerted style and prickles, the type of inflorescence, and the degree of tepal connation (sections Echinocaulon, Cephalophilon, Persicaria, Tovara, and Rubrivena) (Freeman and Reveal, 2005). P. sect. Cephalophilon (Meisn.) H. Gross, consisting of 19 taxa (12 species 7 varieties) of herbaceous plants, is distinguished from other sections within Persicaria by a petiole usually winged, stem without prickles and inflorescence capitate (Meisner, 1832; Li et al., 2003; Freeman and Reveal, 2005). These morphological features have supported this section since it was initially suggested as a single section within Polygonum by Meisner (1832) (Haraldson, 1978; Li et al., 1998, 2003; Freeman and Reveal, 2005). Moreover, P. sect. Cephalophilon is also a monophyletic group based on highly supported values according to recent molecular studies (Kim and Donoghue, 2008; Galasso et al., 2009; Schuster et al., 2015). P. sect. Cephalophilon is sister to the rest of sections in Persicaria, and the Persicaria which include section Cephalophilon altogether is sister to AKB clade (Aconogonon – Koenigia – Bistorta clade); thus, a detailed study of P. sect. Cephalophilon would enhance our understanding of the relationships among these taxa.
Nonetheless, the sectional delimitation and infrasectional classification of P. sect. Cephalophilon have remained unclear. In the earliest treatments, some taxa (P. capitata (Buch.-Ham. ex D. Don) H. Gross, P. microcephala (D. Don) H. Gross and P. runcinata (Buch.-Ham. ex D. Don) H. Gross) belonged to Polygonum sect. Polygonum (Don, 1825), and P. sect. Cephalophilon was treated as a genus Cephalophilon (Meisn.) Spach, Ampelygonum Lindl. or Truellum Houtt. (Lindley, 1838; Spach, 1841; Sojak, 1974). In addition, some taxa of Koenigia belonged to P. sect. Cephalophilon due to the floral characters (e.g., inflorescence, tepal, and style) (Li et al., 1998, 2003), although various morphological characters have indicated that these taxa (P. sect. Cephalophilon and Koenigia) were separated (Haraldson, 1978; Hedberg, 1997; Ronse Decraene et al., 2000). Meisner (1832) suggested two subsections, Didymocephalon and Corymbocephalon, to be included in the Polygonum sect. Cephalophilon, but more detailed research to evaluate the infrasectional classification has not been conducted. Subsequently, Zhu et al. (2007) also suggested new series (Palmatifolia, Perennes, Criopolitana, and Annui) within Polygonum sect. Cephalophilon based on the habit and stomata type on the abaxial side of the leaf. It is noteworthy that this suggestion still includes some Koenigia taxa. Therefore, more detailed study of Persicaria sect. Cephalophilon is necessary to re-evaluate the suggested infrasectional classification.
Fruit and seed morphology have provided useful characters to identify in the flowering plants, and especially, the surface sculpturing and ornamentation have been considered to have systematic importance (Roth 1977; Olowokudejo, 1985; Barthlott, 1990; Zhang et al., 2005). Achene morphologies have been studied by many researchers within Polygonaceae Juss. (Martin, 1954; Oh and Hong, 1999; Ayodele and Zhou, 2010; Ghimire et al., 2016; Kanwal et al., 2016), and the achene micromorphology and anatomy have already been described as useful taxonomic features in certain sectional and generic delimitations (Ronse Decraene et al., 2000). Although the detailed achene morphology of P. sect. Cephalophilon has been studied (e.g., P. capitatum, P. chinensis, P. nepalensis or P. runcinata) (Ronse Decraene et al., 2000; Kantachot et al., 2010; Ghimire et al., 2016; Kanwal et al., 2016), the papers were limited to only certain taxa. In addition, a comprehensive achene morphological study of P. sect. Cephalophilon is still lacking despite the character has been used in many systematic studies.
Thus, the present study aims (1) to document and illustrate the achene morphology of P. sect. Cephalophilon and (2) to evaluate the systematic values of the obtained achene characteristics of P. sect. Cephalophilon.
Materials and Methods
The achene morphologies of 17 taxa of P. sect. Cephalophilon except two taxa (P. criopolitana and P. umbrosa) and related taxa whose positions are unclear between this section and Koenigia (Table 1, Appendix 1) were investigated. The achenes were collected from herbarium specimens of K, KHUS, KUN, PE, and WU (Thiers, 2018).
Fully matured fruits were selected and observed under a stereomicroscope (SteREO Discovery.V8, Carl Zeiss Microscopy GmbH, Jena, Germany). To observe the detailed sculpturing patterns of achenes, dry fruits were rehydrated overnight in the Agepon wetting agent (Agepon:DW = 1:200) and fresh fruits were fixed in FAA (formaldehyde: acetic acid: alcohol) for 24 h and stored in 70% ethanol. The prepared achenes were dehydrated through an ethanol series (in 50, 70, 90, and 95% ethanol for 10 min each and in absolute ethanol for about 20 min) after which the absolute acetone was replaced with carbon dioxide to reach the critical point drying (SPI-13200J-AB, SPI Supplies, West Chester, PA, USA). All samples for the scanning electron microscopy (SEM) analysis were coated with platinum using an ion-sputtering device (E-1045, Hitachi, Tokyo, Japan). The samples were examined under a field emission SEM (FE-SEM, S-4700, Hitachi) device operating at 10 kV with a working distance of 10–13 mm. For the achene length and width 5–10 samples per specimen of each taxon were measured using software (Macnification 2.0 version, Orbicule, Leuven, Belgium). To confirm the consistency of morphological characteristics, we compared at least two specimens for each taxon when possible. Only one achene each of P. chinensis var. paradoxa 1, P. glacialis var. glacialis 3, P. microcephala var. microcephala, P. strindbergii was included for the comparison between taxa. The terminology for fruit characters was mainly adopted from Ronse Decraene et al. (2000).
Results and Discussion
External morphs: size, color and shape
The size of the achenes ranged from 0.93 to 3.55 mm in length and from 0.79 to 2.31 mm in width (Table 1). The achene size and shape were similar to those recorded in previous studies (Ronse Decraene et al., 2000; Kantachot and Chantaranothai, 2011; Ghimire et al., 2016; Kanwal et al., 2016). The largest achenes were found in P. chinensis var. chinensis (3.28–3.41 × 2.30–2.31 mm; investigated specimen, Togash 533), while the smallest achenes of P. sect. Cephalophilon were found in P. humilis (0.93–1.08 × 0.80– 1.01 mm; investigated specimen, Peng et al. 9347). Among the studied taxa, the P. chinensis group has the largest achene in the section (2.34–3.55 × 1.77–2.31 mm), and relatively large achenes are also observed in P. microcephala var. sphaerocephala and P. strindbergii. The sizes of the Koenigia taxa were 1.10–1.84 × 0.79–1.02 mm (Table 1). The Koenigia achenes are smaller than those of P. sect. Cephalophilon, while the almost taxa within the section have similar achenes size except for the smallest or the largest achenes.
The achenes in this study are brown to black, and noticeable colors such as green or yellow were not found in the present study. In P. sect. Cephalophilon, the achenes of most taxa were partially enclosed by the perianth, while P. chinensis has an accrescent perianth, such as a perianth being berry-like in appearance (Li et al., 2003; Ghimire et al., 2016). This perianth makes it easy to distinguish P. chinensis from the other taxa of P. sect. Cephalophilon. Most taxa had dull achenes, while four taxa had glossy achenes (P. capitata, P. runcinata var. runcinata, P. runcinata var. sinensis, and P. sinuata). Thus, the presence of glossiness with other achene characters can be helpful to identify certain taxa.
The outlines of achenes were found to be elliptic to broadly ovoid (Fig. 1), and the most taxa have ovoid achenes. The taxa of P. sect. Cephalophilon had narrowly ovoid to broadly ovoid achenes (Fig. 1A–P, S, T), while elliptic achenes were found in Koenigia (Fig. 1Q–R). Elliptic achenes with both ends narrow are observed in K. delicatula and K. nepalensis. The achene shapes in the studied taxa were trigonous or biconvex (Fig. 1, Table 1). Most taxa had trigonous achenes, while biconvex achenes were observed in P. humilis, P. nepalensis, and K. islandica. These taxa, which had biconvex achenes, are clearly distinguished from other taxa. The achene dimorphism in the shape is often found in many taxa in Polygonaceae, as well as in Polygonum s.l. (Yurtseva, 2001; Li et al., 2003; Freeman and Reveal, 2005; Kantachot and Chantaranothai, 2011). In P. sect. Cephalophilon, P. glacialis var. przewalskii is known to have heteromorphic achenes (e.g., biconvex or trigonous) (Li et al., 2003); however, the achene shapes were rather consistent for the taxa in this study. Therefore, the achene shape can be used when setting limits on certain taxa.
The existence of a beak, which is positioned at style base, was also an investigated character. All taxa of P. sect. Cephalophilon had a beak structure on the apex (Fig. 1A–M, O, P), except for P. runcinata var. sinensis (Fig. 1N), while the Koenigia taxa had achenes without a beak (Fig. 1Q–T). A stipitate was also observed in most of the taxa studied here, except some Koenigia taxa (Table 1).
Achene micromorphology: surface sculpturing
Four types of achene surfaces were recognized: smooth (Type I), tubercles (type II), small pitted (Type III), and irregularly ridged (Type IV), and the tubercles were divided into two subtypes according to the grouping and distribution pattern (Fig. 2, Table 1). The surface sculpture type is consistent with each taxa except P. nepalensis (Type II-1 and IV), P. runcinata var. sinensis (Type I and III), and P. sinuata (Type I and III) (Table 1).
1. Type I
The whole fruit surface is smooth (Fig. 2A, K, L). The surface is uneven and anticlinal cell walls were observed; however, characterized structures such as tubercles were not observed: P. capitata, P. microcephala var. microcephala, P. runcinata var. sinensis, P. sinuata, K. delicatula, K. nepalensis, K. pilosa, and K. islandica.
2. Type II
Tubercles are distributed on the achene surface. This type is divided into two subtypes based on the grouping and distributed pattern.
Type II-1
Tubercles are distributed along the anticlinal wall singly (discontinued), and the anticlinal wall forms a complete reticulate (Fig. 2D, G, H): P. glacialis var. glacialis, P. glacialis var. przewalskii, P. nepalensis, and P. palmata.
Type II-2
Numerous tubercles are distributed along the reticulated anticlinal wall. Connected or fused tubercles are also observed, and single tubercles are occasionally observed on the lumen surface (Fig. 2B, C, F): P. chinensis var. chinensis, P. chinensis var. hispidum, P. chinensis var. ovalifolia, P. chinensis var. paradoxa, P. microcephala var. microcephala, P. microcephala var. sphaerocephala, and P. microcephala var. wallichii.
3. Type III
The achene surface with small pits is laying radially around the cell (Fig. 2I, J): P. runcinata var. runcinata, P. runcinata var. sinensis, and P. sinuata.
4. Type IV
Irregular ridges are laying on anticlinal cell walls, creating a reticulate pattern. This reticulate pattern is similar to that of Type II, however, tubercles were not observed on the ridge (Fig. 2E): P. humilis, P. nepalensis (partial), and P. strindbergii.
The anticlinal cell type on achene surface of P. sect. Cephalophilon are either undulate or straight-curved (Fig. 2). The anticlinal cell wall was difficult to observe on a Type I surface (Fig. 2A); however, Koenigia taxa, which have Type I surfaces, show easily distinguishable anticlinal cell walls (Fig. 2K, L, Table 1). The anticlinal cell walls of Koenigia are puzzle-like arrangement of undulate anticlinal walls (Fig. 2K, L, Table 1), but K. islandica has relatively weak undulated anticlinal cell walls (Fig. 2L). The remarkable anticlinal walls of achene surface with the absence of a beak is also help to clarify Koenigia taxa from P. sect. Cephalophilon. The Koenigia has been considered related taxa with Aconogonon, which was treated as a section of Koenigia, based on molecular phylogeny (Schuster et al., 2015). The Aconogonon is known to have ovate or ellipsoid achenes with smooth surface, and moreover, beak and stipitate are also found (Hong, 1992). Thus, achenes outline and surface sculpture of these two group are similar, but absence of beak is distinguished Koenigia taxa from Aconogonon.
Most of taxa in present study have Type II surface (11 taxa) (Fig. 2B–D, F–H, Table 1), and Type II-2 is more abundant among taxa. Type II-1 is observed in four taxa, P. glacialis var. glacialis, P. glacialis var. przewalskii, P. nepalensis, and P. palmata. Among these taxa, P. nepalensis could be distinguished from other taxa based on biconvex and Type II-1 surfaces achene although part of surface has Type IV. The existence of tubercles in achene micromorphology is considered to be an important feature. The functions of tubercles are not clear, but a protruding structure, such as tubercles or verrucae, may be related to the habitat environment or the dispersal mechanisms (Oh and Hong, 1999; Yurtseva, 2001; Kantachot and Chantaranothai, 2011). For example, Oh and Hong (1999) suggested that an achene with tubercles had a more developed morph than a smooth achene; thus, an achene with tubercles is motivating modifications to reach a better fit with the possibilities of myrmecochory or zoochory. On the other hand, this structure is generally found on the achene surfaces of plants in arid habitats and thus may serve to absorb water for germination and/or help to move water to the inside of the cells (Yurtseva, 2001; Kantachot and Chantaranothai, 2011). However, the P. sect. Cephalophilon taxa have similar habitat environments; moreover, this feature is consistent in each species (e.g., mountain slopes, grassy slopes, shaded places, thickets in valleys) (Li et al., 2003; Freeman and Reveal, 2005).
Types III and IV represent useful features by which to classify certain species of the P. sect. Cephalophilon. The small pits of Type III appeared to be scattered throughout the surface, and this type is observed in the intra-species taxa of P. runcinata and P. sinuata in the present study (Table 1). The P. sinuata has been considered to be close relationship with P. runcinata based on its morphology (Babington, 1838), and surface micromorphogy of achene is supported this suggestion. However, these two taxa were belonged to different series (e.g., series Annui and Perennes) according to infrasectional classification proposed by Zhu et al. (2007), thus more study is needed to clarify the taxonomic relationship between two taxa.
Type IV is observed in P. humilis, P. strindbergii, and a small portion of P. nepalensis. Among these taxa, P. humilis is easily distinguished from the others based on achene size and shape with surface sculpturing. Though the P. humilis and P. neplensis have similar achene morph (Fig. 1H, K), there are differences of size and micromorphology. These two taxa are known to have similar gross morphologies as well as achene morphs, indicating that a detailed phylogenetic study of these two taxa is needed.
In conclusion, a systematic evaluation of the achene morphology of P. sect. Cephalophilon revealed that a comprehensive approach of studied characters, such as the size, shape, and sculpturing type, is useful for identifying certain taxa at the species level. Among the characters studied here, the sculpturing type is important to identify certain taxa of P. sect. Cephalophilon. Moreover, the achene size, existence of a beak, and surface sculpturing serve to separate Koenigia taxa from P. sect. Cephalophilon. However, achene characters are considered insufficient if used to clarify its taxonomic delimitation at the sectional or infrasectional level as suggested in early studies because the achene characters are recurring patterns within the Persicaria. But the achene morphological data contribute to our understanding of P. sect. Cephalophilon. Further studies are necessary to analyze the evolutionary tendency of the achene morphology in comparison with the molecular phylogeny within the Persicaria, and to investigate potential correlations with ecological factors such as dispersal mechanisms or habitats.