EMBRYOPSIDA Pirani & Prado
Gametophyte dominant, independent, multicellular, initially ±globular, not motile, branched; showing gravitropism; glycolate oxidase +, glycolate metabolism in leaf peroxisomes [glyoxysomes], acquisition of phenylalanine lysase* [PAL], flavonoid synthesis*, microbial terpene synthase-like genes +, triterpenoids produced by CYP716 enzymes, CYP73 and phenylpropanoid metabolism [development of phenolic network], xyloglucans in primary cell wall, side chains charged; plant poikilohydrous [protoplasm dessication tolerant], ectohydrous [free water outside plant physiologically important]; thalloid, leafy, with single-celled apical meristem, tissues little differentiated, rhizoids +, unicellular; chloroplasts several per cell, pyrenoids 0; centrioles/centrosomes in vegetative cells 0, microtubules with γ-tubulin along their lengths [?here], interphase microtubules form hoop-like system; metaphase spindle anastral, predictive preprophase band + [with microtubules and F-actin; where new cell wall will form], phragmoplast + [cell wall deposition centrifugal, from around the anaphase spindle], plasmodesmata +; antheridia and archegonia +, jacketed*, surficial; blepharoplast +, centrioles develop de novo, bicentriole pair coaxial, separate at midpoint, centrioles rotate, associated with basal bodies of cilia, multilayered structure + [4 layers: L1, L4, tubules; L2, L3, short vertical lamellae] (0), spline + [tubules from L1 encircling spermatid], basal body 200-250 nm long, associated with amorphous electron-dense material, microtubules in basal end lacking symmetry, stellate array of filaments in transition zone extended, axonemal cap 0 [microtubules disorganized at apex of cilium]; male gametes [spermatozoids] with a left-handed coil, cilia 2, lateral, asymmetrical; oogamy; sporophyte +*, multicellular, growth 3-dimensional*, cuticle +*, plane of first cell division transverse [with respect to long axis of archegonium/embryo sac], sporangium and upper part of seta developing from epibasal cell [towards the archegonial neck, exoscopic], with at least transient apical cell [?level], initially surrounded by and dependent on gametophyte, placental transfer cells +, in both sporophyte and gametophyte, wall ingrowths develop early; suspensor/foot +, cells at foot tip somewhat haustorial; sporangium +, single, terminal, dehiscence longitudinal; meiosis sporic, monoplastidic, MTOC [= MicroTubule Organizing Centre] associated with plastid, sporocytes 4-lobed, cytokinesis simultaneous, preceding nuclear division, quadripolar microtubule system +; wall development both centripetal and centrifugal, 1000 spores/sporangium, sporopollenin in the spore wall* laid down in association with trilamellar layers [white-line centred lamellae; tripartite lamellae]; plastid transmission maternal; nuclear genome [1C] <1.4 pg, main telomere sequence motif TTTAGGG, KNOX1 and KNOX2 [duplication] and LEAFY genes present, ethylene involved in cell elongation; chloroplast genome with close association between trnLUAA and trnFGAA genes [precursors for starch synthesis], tufA, minD, minE genes moved to nucleus; mitochondrial trnS(gcu) and trnN(guu) genes +.
Many of the bolded characters in the characterization above are apomorphies of more or less inclusive clades of streptophytes along the lineage leading to the embryophytes, not apomorphies of crown-group embryophytes per se.
All groups below are crown groups, nearly all are extant. Characters mentioned are those of the immediate common ancestor of the group,  contains explanatory material, () features common in clade, exact status unclear.
Sporophyte well developed, branched, branching dichotomous, potentially indeterminate; hydroids +; stomata on stem; sporangia several, terminal; spore walls not multilamellate [?here].
II. TRACHEOPHYTA / VASCULAR PLANTS
Sporophyte long lived, cells polyplastidic, photosynthetic red light response, stomata open in response to blue light; plant homoiohydrous [water content of protoplasm relatively stable]; control of leaf hydration passive; plant endohydrous [physiologically important free water inside plant]; PIN[auxin efflux facilitators]-mediated polar auxin transport; (condensed or nonhydrolyzable tannins/proanthocyanidins +); borate cross-linked rhamnogalactan II, xyloglucans with side chains uncharged [?level], in secondary walls of vascular and mechanical tissue; lignins +; roots +, often ≤1 mm across, root hairs and root cap +; stem apex multicellular [several apical initials, no tunica], with cytohistochemical zonation, plasmodesmata formation based on cell lineage; vascular development acropetal, tracheids +, in both protoxylem and metaxylem, G- and S-types; sieve cells + [nucleus degenerating]; endodermis +; stomata numerous, involved in gas exchange; leaves +, vascularized, spirally arranged, blades with mean venation density ca 1.8 mm/mm2 [to 5 mm/mm2], all epidermal cells with chloroplasts; sporangia in strobili, sporangia adaxial, columella 0; tapetum glandular; sporophyte-gametophyte junction lacking dead gametophytic cells, mucilage, ?position of transfer cells; MTOCs not associated with plastids, basal body 350-550 nm long, stellate array in transition region initially joining microtubule triplets; archegonia embedded/sunken [only neck protruding]; embryo suspensor +, shoot apex developing away from micropyle/archegonial neck [from hypobasal cell, endoscopic], root lateral with respect to the longitudinal axis of the embryo [plant homorhizic].[MONILOPHYTA + LIGNOPHYTA]
Sporophyte growth ± monopodial, branching spiral; roots endomycorrhizal [with Glomeromycota], lateral roots +, endogenous; G-type tracheids +, with scalariform-bordered pits; leaves with apical/marginal growth, venation development basipetal, growth determinate; sporangium dehiscence by a single longitudinal slit; cells polyplastidic, MTOCs diffuse, perinuclear, migratory; blepharoplasts +, paired, with electron-dense material, centrioles on periphery, male gametes multiciliate; nuclear genome [1C] 7.6-10 pg [mode]; chloroplast long single copy ca 30kb inversion [from psbM to ycf2]; mitochondrion with loss of 4 genes, absence of numerous group II introns; LITTLE ZIPPER proteins.
Sporophyte woody; stem branching axillary, buds exogenous; lateral root origin from the pericycle; cork cambium + [producing cork abaxially], vascular cambium bifacial [producing phloem abaxially and xylem adaxially].
SEED PLANTS† / SPERMATOPHYTA†
Growth of plant bipolar [plumule/stem and radicle/root independent, roots positively geotropic]; plants heterosporous; megasporangium surrounded by cupule [i.e. = unitegmic ovule, cupule = integument]; pollen lands on ovule; megaspore germination endosporic, female gametophyte initially retained on the plant, free-nuclear/syncytial to start with, walls then coming to surround the individual nuclei, process proceeding centripetally.
EXTANT SEED PLANTS
Plant evergreen; nicotinic acid metabolised to trigonelline, (cyanogenesis via tyrosine pathway); microbial terpene synthase-like genes 0; primary cell walls rich in xyloglucans and/or glucomannans, 25-30% pectin [Type I walls]; lignin chains started by monolignol dimerization [resinols common], particularly with guaiacyl and p-hydroxyphenyl [G + H] units [sinapyl units uncommon, no Maüle reaction]; roots often ≥1 mm across, stele diarch to pentarch, xylem and phloem originating on alternating radii, cork cambium deep seated, gravitropism response fast; stem apical meristem complex [with quiescent centre, etc.], plasmodesma density in SAM 1.6-6.2[mean]/μm2 [interface-specific plasmodesmatal network]; eustele +, protoxylem endarch, endodermis 0; wood homoxylous, tracheids and rays alone, tracheid/tracheid pits circular, bordered; mature sieve tube/cell lacking functioning nucleus, sieve tube plastids with starch grains; phloem fibres +; cork cambium superficial; leaf nodes 1:1, a single trace leaving the vascular sympodium; leaf vascular bundles amphicribral; guard cells the only epidermal cells with chloroplasts, stomatal pore with active opening in response to leaf hydration, control by abscisic acid, metabolic regulation of water use efficiency, etc.; branching by axillary buds, exogenous; prophylls two, lateral; leaves with petiole and lamina, development basipetal, lamina simple; sporangia borne on sporophylls; spores not dormant; microsporophylls aggregated in indeterminate cones/strobili; grains monosulcate, aperture in ana- position [distal], primexine + [involved in exine pattern formation with deposition of sporopollenin from tapetum there], exine and intine homogeneous, exine alveolar/honeycomb; ovules with parietal tissue [= crassinucellate], megaspore tetrad linear, functional megaspore single, chalazal, sporopollenin 0; gametophyte ± wholly dependent on sporophyte, development initially endosporic [apical cell 0, rhizoids 0, etc.]; male gametophyte with tube developing from distal end of grain, male gametes two, developing after pollination, with cell walls; embryo cellular ab initio, suspensor short-minute, embryonic axis straight [shoot and root at opposite ends], primary root/radicle produces taproot [= allorhizic], cotyledons 2; embryo ± dormant; chloroplast ycf2 gene in inverted repeat, trans splicing of five mitochondrial group II introns, rpl6 gene absent; ??whole nuclear genome duplication [ζ/zeta duplication event], 2C genome size (0.71-)1.99(-5.49) pg, two copies of LEAFY gene, PHY gene duplications [three - [BP [A/N + C/O]] - copies], 5.8S and 5S rDNA in separate clusters.
IID. ANGIOSPERMAE / MAGNOLIOPHYTA
Lignans, O-methyl flavonols, dihydroflavonols, triterpenoid oleanane, apigenin and/or luteolin scattered, [cyanogenesis in ANA grade?], lignin also with syringyl units common [G + S lignin, positive Maüle reaction - syringyl:guaiacyl ratio more than 2-2.5:1], hemicelluloses as xyloglucans; root cap meristem closed (open); pith relatively inconspicuous, lateral roots initiated immediately to the side of [when diarch] or opposite xylem poles; epidermis probably originating from inner layer of root cap, trichoblasts [differentiated root hair-forming cells] 0, hypodermis suberised and with Casparian strip [= exodermis]; shoot apex with tunica-corpus construction, tunica 2-layered; reaction wood ?, associated gelatinous fibres [g-fibres] with innermost layer of secondary cell wall rich in cellulose and poor in lignin; starch grains simple; primary cell wall mostly with pectic polysaccharides, poor in mannans; tracheid:tracheid [end wall] plates with scalariform pitting, multiseriate rays +, wood parenchyma +; sieve tubes enucleate, sieve plates with pores (0.1-)0.5-10< µm across, cytoplasm with P-proteins, not occluding pores of plate, companion cell and sieve tube from same mother cell; ?phloem loading/sugar transport; nodes 1:?; dark reversal Pfr → Pr; protoplasm dessication tolerant [plant poikilohydric]; stomata randomly oriented, brachyparacytic [ends of subsidiary cells ± level with ends of guard cells], outer stomatal ledges producing vestibule, reduction in stomatal conductance with increasing CO2 concentration; lamina formed from the primordial leaf apex, margins toothed, development of venation acropetal, overall growth ± diffuse, secondary veins pinnate, fine venation hierarchical-reticulate, (1.7-)4.1(-5.7) mm/mm2, vein endings free; flowers perfect, pedicellate, ± haplomorphic, protogynous; parts free, numbers variable, development centripetal; P = T, petal-like, each with a single trace, outer members not sharply differentiated from the others, not enclosing the floral bud; A many, filament not sharply distinguished from anther, stout, broad, with a single trace, anther introrse, tetrasporangiate, sporangia in two groups of two [dithecal], each theca dehiscing longitudinally by a common slit, ± embedded in the filament, walls with at least outer secondary parietal cells dividing, endothecium +, cells elongated at right angles to long axis of anther; tapetal cells binucleate; microspore mother cells in a block, microsporogenesis successive, walls developing by centripetal furrowing; pollen subspherical, tectum continuous or microperforate, ektexine columellate, endexine restricted to the apertural regions, thin, compact, intine in apertural areas thick, orbicules +, pollenkitt +; nectary 0; carpels present, superior, free, several, spiral, ascidiate [postgenital occlusion by secretion], stylulus at most short [shorter than ovary], hollow, cavity not lined by distinct epidermal layer, stigma ± decurrent, carinal, dry; suprastylar extragynoecial compitum +; ovules few [?1]/carpel, marginal, anatropous, bitegmic, micropyle endostomal, outer integument 2-3 cells across, often largely subdermal in origin, inner integument 2-3 cells across, often dermal in origin, parietal tissue 1-3 cells across, nucellar cap?; megasporocyte single, hypodermal, functional megaspore lacking cuticle; female gametophyte lacking chlorophyll, four-celled [one module, egg and polar nuclei sisters]; ovule not increasing in size between pollination and fertilization; pollen grains bicellular at dispersal, germinating in less than 3 hours, siphonogamy, pollen tube unbranched, growing towards the ovule, between cells, growth rate (ca 10-)80-20,000 µm h-1, tube apex of pectins, wall with callose, lumen with callose plugs, penetration of ovules via micropyle [porogamous], whole process takes ca 18 hours, distance to first ovule 1.1-2.1 mm; male gametophytes tricellular, gametes 2, lacking cell walls, ciliae 0, double fertilization +, ovules aborting unless fertilized; fruit indehiscent, P deciduous; mature seed much larger than fertilized ovule, small [<5 mm long], dry [no sarcotesta], exotestal; endosperm +, ?diploid [one polar nucleus + male gamete], cellular, development heteropolar [first division oblique, micropylar end initially with a single large cell, divisions uniseriate, chalazal cell smaller, divisions in several planes], copious, oily and/or proteinaceous, embryo short [<¼ length of seed]; plastid and mitochondrial transmission maternal; Arabidopsis-type telomeres [(TTTAGGG)n]; nuclear genome [2C] (0.57-)1.45(-3.71) [1 pg = 109 base pairs], ??whole nuclear genome duplication [ε/epsilon event]; ndhB gene 21 codons enlarged at the 5' end, single copy of LEAFY and RPB2 gene, knox genes extensively duplicated [A1-A4], AP1/FUL gene, palaeo AP3 and PI genes [paralogous B-class genes] +, with "DEAER" motif, SEP3/LOFSEP and three copies of the PHY gene, [PHYB [PHYA + PHYC]]; chloroplast IR expansions, chlB, -L, -N, trnP-GGG genes 0.
[NYMPHAEALES [AUSTROBAILEYALES [MONOCOTS [[CHLORANTHALES + MAGNOLIIDS] [CERATOPHYLLALES + EUDICOTS]]]]]: wood fibres +; axial parenchyma diffuse or diffuse-in-aggregates; pollen monosulcate [anasulcate], tectum reticulate-perforate [here?]; ?genome duplication; "DEAER" motif in AP3 and PI genes lost, gaps in these genes.
[AUSTROBAILEYALES [MONOCOTS [[CHLORANTHALES + MAGNOLIIDS] [CERATOPHYLLALES + EUDICOTS]]]]: phloem loading passive, via symplast, plasmodesmata numerous; vessel elements with scalariform perforation plates in primary xylem; essential oils in specialized cells [lamina and P ± pellucid-punctate]; tension wood + [reaction wood: with gelatinous fibres, G-fibres, on adaxial side of branch/stem junction]; anther wall with outer secondary parietal cell layer dividing; tectum reticulate; nucellar cap + [character lost where in eudicots?]; 12BP [4 amino acids] deletion in P1 gene.
[MONOCOTS [[CHLORANTHALES + MAGNOLIIDS] [CERATOPHYLLALES + EUDICOTS]]] / MESANGIOSPERMAE: benzylisoquinoline alkaloids +; sesquiterpene synthase subfamily a [TPS-a] [?level], polyacetate derived anthraquinones + [?level]; outer epidermal walls of root elongation zone with cellulose fibrils oriented transverse to root axis; P more or less whorled, 3-merous [?here]; pollen tube growth intra-gynoecial; extragynoecial compitum 0; carpels plicate [?here]; embryo sac monosporic [spore chalazal], 8-celled, bipolar [Polygonum type], antipodal cells persisting; endosperm triploid.
[CERATOPHYLLALES + EUDICOTS]: ethereal oils 0 [or next node up]; fruit dry [very labile].
EUDICOTS: (Myricetin +), asarone 0 [unknown in some groups, + in some asterids]; root epidermis derived from root cap [?Buxaceae, etc.]; (vessel elements with simple perforation plates in primary xylem); nodes 3:3; stomata anomocytic; flowers (dimerous), cyclic; protandry common; K/outer P members with three traces, ("C" +, with a single trace); A ?, filaments fairly slender, anthers basifixed; microsporogenesis simultaneous, pollen tricolpate, apertures in pairs at six points of the young tetrad [Fischer's rule], cleavage centripetal, wall with endexine; G with complete postgenital fusion, stylulus/style solid [?here], short [<2 x length of ovary]; seed coat?; palaeotetraploidy event.
[PROTEALES [TROCHODENDRALES [BUXALES + CORE EUDICOTS]]]: (axial/receptacular nectary +).
[TROCHODENDRALES [BUXALES + CORE EUDICOTS]]: benzylisoquinoline alkaloids 0; euAP3 + TM6 genes [duplication of paleoAP3 gene: B class], mitochondrial rps2 gene lost.
[BUXALES + CORE EUDICOTS]: mitochondrial rps11 gene lost.
CORE EUDICOTS / GUNNERIDAE: (ellagic and gallic acids +); leaf margins serrate; compitum + [one position]; micropyle?; γ genome duplication [allopolyploidy, 4x x 2x], x = 3 x 7 = 21, 2C genome size (0.79-)1.05(-1.41) pg, PI-dB motif +; small deletion in the 18S ribosomal DNA common.
[ROSIDS ET AL. + ASTERIDS ET AL.] / PENTAPETALAE / [SANTALALES, CARYOPHYLLALES, SAXIFRAGALES, DILLENIALES, VITALES, ROSIDAE, [BERBERIDOPSIDALES + ASTERIDAE]: root apical meristem closed; (cyanogenesis also via [iso]leucine, valine and phenylalanine pathways); flowers rather stereotyped: 5-merous, parts whorled; P = K + C, K enclosing the flower in bud, with three or more traces, odd K adaxial, C with single trace; A = 2x K/C, in two whorls, alternating, (many, but then usually fasciculate and/or centrifugal); pollen tricolporate; G [(3, 4) 5], when 5 opposite K, whorled, placentation axile, style +, stigma not decurrent, compitum + [one position]; endosperm nuclear/coenocytic; fruit dry, dehiscent, loculicidal [when a capsule]; floral nectaries with CRABSCLAW expression, RNase-based gametophytic incompatibility system present.
Phylogeny. Prior to the seventh version of this site asterids were part of a major polytomy that included rosids, Berberidopsidales, Santalales, and Caryophyllales, but then the order of branching below the asterids seemed to be stabilizing, perhaps with a clade [Berberidopsidales [Santalales [Caryophyllales + Asterids]]] while rosid relationships seemed to be [Saxifragales [Vitales + Rosids]]]. However, recent work suggests a polytomy is indeed probably the best way to visualize relationships around here at present. So for further discussion of relationships at the base of asterids and rosids, see the Pentapetalae
[BERBERIDOPSIDALES + ASTERIDAE]: ?
ASTERIDAE / ASTERANAE Takhtajan: nicotinic acid metabolised to its arabinosides; (iridoids +); tension wood decidedly uncommon; C enclosing A and G in bud, (connate [sometimes evident only early in development, petals then appearing to be free]); anthers dorsifixed?; if nectary +, gynoecial; G , style single, long; ovules unitegmic, integument thick [5-8 cells across], endothelium +, nucellar epidermis does not persist; exotestal [!: even when a single integument] cells lignified, esp. on anticlinal and/or inner periclinal walls; endosperm cellular.
[ONCOTHECALES [LAMIIDAE/ASTERID I + CAMPANULIDAE/ASTERID II]] / CORE ASTERIDS / EUASTERIDS / GENTIANIDAE: plants woody, evergreen; ellagic acid 0, non-hydrolysable tannins not common; vessel elements long, with scalariform perforation plates; sugar transport in phloem active; inflorescence usu. basically cymose; flowers rather small [8> mm across]; C free or basally connate, valvate, often with median adaxial ridge and inflexed apex ["hooded"]; A = and opposite K/P, free to basally adnate to C; G [#?]; ovules 2/carpel, apical, pendulous; fruit a drupe, [stone ± flattened, surface ornamented]; seed single; duplication of the PI gene.
ASTERID II / CAMPANULIDAE / [METTENIUSALES [BRUNIALES [ASTERALES [APIALES, DESFONTAINIALES, DIPSACALES, ESCALLONIALES, PARACRYPHIALES]]]]: myricetin 0; style shorter than the ovary; endosperm copious, embryo short/very short.
[BRUNIALES [ASTERALES [APIALES, DESFONTAINIALES, DIPSACALES, ESCALLONIALES, PARACRYPHIALES]]] / APIIDAE: tube initiation early; G inferior, , style long.
[ASTERALES [APIALES, DESFONTAINIALES, DIPSACALES, ESCALLONIALES, PARACRYPHIALES]] / CORE CAMPANULIDS: C forming distinct tube; A epipetalous.
Phylogeny. For the relationships of Asterales, see the asterid II/gentianid clade.
ASTERALES Link - Main Tree.
(Route I secoiridoids +), (fructan sugars accumulated as isokestose oligosaccharides [inulins]), starch generally 0; apotracheal parenchyma 0; leaves spiral; flower size?; C tubular, lobe apiculi inflexed; A (basifixed), free from C; pollen grains often tricellular; orbicules 0; nectary +; style long; ovules many/carpel, integument <7 cells across, endothelium +, hypostase 0; antipodal cells ephemeral; embryo suspensor filamentous, micropylar and chalazal endosperm haustoria +; x = 9; mitochondrial rpl2 gene lost. - 11 families, 1743 genera, 26,870 species.
Includes Alseuosmiaceae, Argophyllaceae, Asteraceae, Calyceraceae, Campanulaceae, Goodeniaceae, Menyanthaceae, Pentaphragmataceae, Phellinaceae, Rousseaceae, Stylidiaceae.
Note: In all node characterizations, boldface denotes a possible apomorphy, (....) denotes a feature the exact status of which in the clade is uncertain, [....] includes explanatory material; other text lists features found pretty much throughout the clade. Note that the precise node to which many characters, particularly the more cryptic ones, should be assigned is unclear. This is partly because homoplasy is very common, in addition, basic information for all too many characters is very incomplete, frequently coming from taxa well embedded in the clade of interest and so making the position of any putative apomorphy uncertain. Then there are the not-so-trivial issues of how character states are delimited and ancestral states are reconstructed (see above).
Age. Wikström et al. (2001) suggested an age of (95-)90, 83(-77) Ma for the crown group, not too different from the (94-)82(-71) Ma that Wikström et al. (2015), the (98.2-)84.5(-71.4) Ma that Tank and Olmstead (pers. comm.) and the ca 83.7 Ma that Tank et al. (2015: Table S1) were to suggest considerably later, K. Bremer et al. (2004a) suggested around 93 Ma, while estimates in Janssens et al. (2009) are 94±11.2 Ma old. Magallón and Castillo (2009) estimate an age of (84.7-)84.5, 84.3(-84.1) Ma, Magallón et al. (2015: note topology) an age of ca 83.2 Ma, and Beaulieu et al. (2013a: 95% HPD) thought that the crown clade was (101-)89(-79) Ma old. At (113.6-)106.6, 93.2(-87.9) Ma, ages in Barreda et al. (2015: table S2) tend to be a little older, although one at (83.2-)81.1(-78.9) Ma was something of an outlier. Ca 5.4 Ma is the age suggested by C. Zhang et al. (2020).
Divergence & Distribution. Asterales contain ca 13.6% eudicot diversity (Magallón et al. 1999). The clade is characterised by having notably small seeds (Moles et al. 2005a; Sims 2012).
Movemenent of Asterales into the northern hemisphere may be linked with the origin of hyperdiverse clades like Asteraceae and Campanulaceae (Beaulieu et al. 2013a), although basal relationships within Campanulaceae are unclear and there are suggestions that diversification in Asteraceae began in South America (see that family).
Endress (2011a) thought that the character "monosymmetric flowers" in Asterales might be a key innovation, although where it is to be placed on the tree is unclear. A position near the speciose Campanulaceae-Lobelioideae may represent one acquisition of this feature, a position near Asteraceae another. Furthermore, although monosymmetric flowers may occur in most Asteraceae, the capitulum itself is polysymmetric or haplomorphic, and major pollinators behave accordingly (see below under Asteraceae). As Endress (1998) noted, monosymmetry here is expressed mainly in the corolla, the number of stamens being equal to the corolla lobes, while in core Lamiales in particular one stamen is commonly reduced or lost, and the corolla is monosymmetric. Endress (2011a) also suggested that a key innovation somewhere in Asterales was tenuinucellate ovules. Unfortunately, corolla and endosperm development, endothelium presence, not to mention chemistry (for a partial summary, see Grayer et al. 1999), and the like, are unknown in some critical families, so understanding character evolution is particularly difficult. Absence of apotracheal parenchyma and x = 9 may also be features of Asterales (Lundberg & Bremer 2001; K. Bremer et al. 2001).
Pollination Biology. Several families, notably Campanulaceae and the Asteraceae area, have various forms of secondary pollen presentation (Carolin 1960b; Erbar & Leins 1995a; Leins 2000; Leins & Erbar 1997, Erbar 2003b: Yeo 1993 for a general summary). Leins (2000) and Leins and Erbar (2006, 2010) in particular discuss in considerable detail the evolution of these pollen presentation mechanisms.
Ecology & Physiology. Fructans may stabilize cell membranes under drought and/or freezing conditions (Livingston III et al. 2009).
Chemistry, Morphology, etc.. The corolla lobes quite often appear to consist of a central portion and marginal "wings" reflecting the induplicate-valvate corolla aestivation of such flowers. For a study of petal vasculature, which shows interesting variation, see Gustafsson (1995); this work needs to be extended. Monosymmetry is often associated with a slit the length of the corolla, i.e. is the 0:5 type. Variation of ovary position in Asterales is considerable.
Tobe and Morin (1996) summarize embryological knowledge of many members of the order. For some inflorescence morphology and development, see Philipson (1953) and Harris (1999), for fructans/inulins, see e.g. Pollard and Amuti (1981) and Meier and Reid (1982), for integument thickness, see Inoue and Tobe (1999), and for pollen, see Polevova (2006). For general discussions of variation in the order, see J. Kadereit (2006) and Lundberg (2009).
Phylogeny. Extensive phylogenetic structure in Asterales, although often with rather weak support, was early apparent (Gustaffson & Bremer 1997; D. Soltis et al. 2000; see also Olmstead et al. 2000). Subsequent studies improved support for many clades, although there was still a basal polytomy (Kårehed et al. 2000; Lundberg 2001a, b; Kårehed 2002a; especially K. Bremer et al. 2001; Lundberg & Bremer 2001, 2003). Stylidiaceae have been somewhat peripatetic. Olmstead et al. (2000) and B. Bremer et al. (2002) suggested a sister group relationship between Campanulaceae and Stylidiaceae (but not Donatia), and the latter authors suggest that Pentaphragmataceae were also associated. Donatia itself is there very weakly linked with Alseuosmiaceae et al., and in some studies it is sister to Abrophyllum (Carpodetaceae: Gustafsson et al. 1997), not to Stylidiaceae. Stylidiaceae and Donatiaceae are weakly (D. Soltis et al. 2000) or quite strongly (Kårehed et al. 2000; Lundberg 2001; Tank & Donoghue 2010) supported as sister taxa. H.-T. Li et al. (2019) found that Stylidiaceae moved down the backbone of the tree, leaving immediately after Pentaphagmataceae, support being strong (although Alseuosmiaceae were not sampled); I have not moved them (yet).
There were suggestions that Rousseaceae, Pentaphragmataceae and Campanulaceae were together sister to the other Asterales (Lundberg & Bremer 2003), although the support was not very strong, while Soltis et al. (2007a) found Campanulaceae to be sister to rest of Asterales (1.0 p.p.). Rousseaceae s.l. are often sister to Campanulaceae (Kårehed 2002a; Tank et al. 2007; esp. Tank & Donoghue 2010), but in Bell et al. (2010) Roussea was sister to the rest of the order. Soltis et al. (2011) found that Pentaphragmataceae were sister to all other Asterales, but with little support - and perhaps because of the pull of some mitochondrial genes.
Relationships between Asteraceae and its immediate relatives also vary somewhat according to the gene studied (A.P.G. II 2003 for references). Menyanthaceae did not link with the other three families in the four-gene study of Albach et al. (2001b). Leins and Erbar (2003b) thought that Goodeniaceae were probably sister to Asteraceae, noting i.a. that Barnadesia polyacantha has a bulge beneath the style branch, perhaps homologous with the stylar cup of Goodeniaceae, while Soltis et al. (2007a) found the relationships [[Calyceraceae + Goodeniaceae] Asteraceae]. However, relationships along the spine of Asterales were quite well resolved in a ten chloroplast gene analysis of Tank and Donoghue (2010) and are followed here; Soltis et al. (2011) found a largely similar topology, apart from the position of Pentaphragmataceae and a weakly supported [Phellinaceae [Alseuosmiaceae + Argophyllaceae]] clade.
Previous Relationships. The Asterales here are basically Takhtajan's (1997) Asteridae, but with the addition of sundry Hydrangeales. Cronquist (1981) included some families below in the orders placed towards the end of his Asteridae, although some were also in his Cornales (Rosidae), etc..
Synonymy: Alseuosmiineae Reveal - Alseuosmiales Doweld, Ambrosiales Dumortier, Anthemidales Link, Boopidales Berchtold & J. Presl, Brunoniales Lindley, Calendulales Link, Calycerales Link, Campanulales Berchtold & J. Presl, Carduales Small, Cichoriales Link, Cynarales Rafinesque, Echinopales Link, Goodeniales Berchtold & J. Presl, Lobeliales Link, Menyanthales J. Presl, Pentaphragmatales Doweld, Phellinales Doweld, Rousseales Doweld, Scaevolales Martius, Stylidiales Berchtold & J. Presl
[Rousseaceae + Campanulaceae]: inflorescence terminal; C valvate; A free.
Age. Wikström et al. (2001) suggested an age of (86-)81, 76(-71) Ma for this node, Tank et al. (2015: Table S1, S2) ages of about 76.2 to 81.4 Ma, Magallón et al. (2015) an age of around 76 Ma and Crowl et al. (2016) (86-)76(-67) Ma, about the same. J. Lundberg (in Hansen & Müller 2009) estimated an age of anywhere from 100 to 20 Ma.
ROUSSEACEAE Candolle - Back to Asterales
Plant woody; young stem with separate vascular bundles; lamina margins gland-toothed; anthers basifixed; G , opposite C; integument 5-8 cells across; x = 9 (?8).
4 [list]/13 (6) - two subfamilies below. Mauritius, scattered from New Guinea to New Zealand.
1. Rousseoideae Horaninow
Climber to small tree, evergreen; chemistry?, tannins 0; cork?; resin canals +; petiole bundle annular; buds perulate; hairs tufted-stellate and glandular-peltate; leaves opposite, leaf base broad; flowers single, large [2< cm long], (4-merous); K valvate, C connate; anthers attached their entire length to stout connective, sagittate, extrorse; pollen zono- 6- or 8-porate, tectum complete; G [(5-7)], style expanding apically, stigmatic lobes narrower, erect; ovule ?bitegmic; fruit a berry, K persistent; exotesta thick-walled, other cells crushed; micropylar haustorium +, embryo medium-long; n = ?
1/1: Roussea simplex. Mauritius. Map above: green. [Photo - Flower © D. Lorence]
2. Carpodetoideae J. Lundberg —— ynonymy: Abrophyllaceae Nakai, Carpodetaceae Fenzl
Trees; chemistry?; vessel elements with scalariform perforation plates; nodes 1:1, 3:3; petiole bundles arcuate or annular plus accessories; hairs unicellular, thick-walled, strongly curved, warty; inflorescence paniculate; flowers small [8> mm across/long], 4-7-merous; C free; A (adnate to base of C), (anthers dorsifixed - Cuttsia); (filaments very short - Abrophyllum); (pollen in tetrahedral tetrads - Carpodetus); G (± inferior - Carpodetus), style medium (0 - Abrophyllum), stigma capitate (± divided - Cuttsia); fruit dry, baccate, or a loculicidal + septicidal capsule, K deciduous; seeds many, funicle elongated; exotestal cells massively thickened on anticlinal and inner periclinal walls (all around - Carpodetus); endosperm hemicellulosic [Carpodetus], ?haustoria; embryo small; n = 14, 15.
3/12. New Zealand, E. Australia, Halamahera to Vanuatu. Map: from Pillon et al. (2014) and Australia's Virtual Herbarium (consulted: xii.2014) - see above, red. Photo: Inflorescence.
Evolution: Divergence & Distribution. Mauritius is only some 8 Ma - what was the history of Roussea over the preceding ca 70 Ma (Lundberg 2001a; see also Asteliaceae, Monimiaceae, Arecaceae)?
Pollination Biology. Roussea is pollinated by the gecko Phelsuma. The pollen is embedded in a slimy substance and sticks to the gecko, which may also disperse its seeds, which are embedded in pulp (Hansen & Müller 2009).
Chemistry, Morphology, etc.. Roussea in particular is poorly known. It has an endodermis in its petiole, and its seed is drawn as if it were carunculate (Engler 1930a). Mauritzon (1933) suggested that it might have bitegmic ovules.
Abrophyllum and Cuttsia both have clusters of small, unlignified cells in the mesophyll that look like little white raphide bundles (Hils 1985). For a useful summary, see Gustafsson (2006).
For pollen, see Telleria et al. (2018), for further details of vegetative anatomy of Carpodetoideae, see Gornall et al. (1998: as Escalloniaceae) and Carlquist (2012c), indumentum, see Al-Shammary and Gornall (1994), floral morphology, see Tobe and Raven (1999), and seed anatomy, see Takhtajan (2000). For anatomy of Roussea, see Watari (1939), Ramamonjiarisoa (1980) and Gornall et al. (1998: as Escalloniaceae). For some general information, see Gustaffson and Bremer (1997) and Koontz et al. (2006: Roussea).
Phylogeny. [Carpodetus [Cuttsia + Abrophyllum]] is the strongly supported set of relationships within Carpodetoideae (Gustaffson & Bremer 1997; Lundberg 2001a; Pillon et al. 2014).
Classification. Species limits in Carpodetus need attention.
Previous Relationships. Rousseaceae were previously of uncertain position. Takhtajan (1997) placed Roussea (as Rousseaceae) in Rosidae-Celastranae-Brexiales, and Carpodetoideae have often been associated with Saxifragaceae s.l., i.e. the woody Saxifragaceae, thus Takhtajan's Carpodetaceae were members of his heterogeneous Hydrangeales (see also summary in Lundberg 2001a). No members of the family were mentioned by Cronquist (1981), which was perhaps wise.
CAMPANULACEAE Jussieu, nom. cons. - Back to Asterales
Herbs, whether annual or perennial, to shrubs and pachycaul rosette plants; fructan sugars accumulated as isokestose oligosaccharides [inulins], iridoids and tannins 0, little oxalate accumulation; cork also inner cortical; vascular cylinder +; (medullary vascular bundles +); vessel elements with simple perforation plates; nodes 1:1; articulated laticifers +; crystals acicular; petiole bundles incurved-arcuate; leaves (opposite), lamina vernation variable, margins entire to toothed (lobed), hydathodes common; inflorescence racemose; flowers large, (3-)5(-10)-merous, monosymmetric; median sepal abaxial, C with early tube formation, connate, venation reticulate; flowers protandrous, anthers dehisce in bud, connivent, introrse, at least initially close to stigma [secondary pollen presentation]; pollen (bicellular), prolate, endexine throughout, not lamellate; G , sub/inferior, (placentation parietal), placentae intrusive, bilobed, style elongating after anthesis, with hairs at tip, stigma lobed; integument ca 6 cells across; fruit a capsule, K persistent; seeds many, small [usu. 200>200> µg]; exotesta cells lignified, polygonal or elongated, (endotestal cells, esp. inner walls, thickened); endosperm (starchy), copious; x = 8, nuclear genome [1 C] (0.078-)1.686(-36.437) pg; plastid transmission biparental [?level], plastome expansion of inverted repeat into small single copy region, 5bp ndhF deletion, rpl23 duplication/transposition, chloroplast accD gene to the nucleus, infA gene 0 [but see Haberle et al. 2008a], mitochondrial coxII.i3 intron 0.
84 [list]/2,380 - five subfamilies below. World-wide.
Age. Bell et al. (2010) estimated a crown group age of (67-)56, 53(-41) Ma for the family, Wikström et al. (2001) suggested an age of (62-)59, 46(-43) Ma, Knox (2014) an age of around 60 Ma, while (72-)64(-56) Ma is the estimate in Crowl et al. (2016).
[Cyphioideae + Campanuloideae]: style ?hollow, hairs with bulbous bases; fruit a septicidal capsule.
1. Cyphioideae Schönland —— Synonymy: Cyphiaceae A. de Candolle
Perennial herbs (twining vines), shrubs, with tuberous roots; (flowers single); C ± monosymmetric, 3:2, early sympetaly; filaments largely free or connate, (anthers slightly coherent); pollen smooth; G semi-inferior, style bends away from median K [adaxially], no elongation after A dehiscence, pollen deposited in pollen box, base of box stigmatic head, [?2ndary pollen presentation], stylar canal +[?], fluid-filled cavity at end of style with a lateral (terminal) pore; ?embryology; capsule septi- and loculicidal [valves bifid]; (seeds winged); n = 9.
1/65. Especially South Africa, also east Africa. Map: from Thulin (1978).
Age. (33-)14(-22) Ma is the estimate for the age of crown-group Cyphioideae in Crowl et al. (2016).
2. Campanuloideae Burnett
Perennials (annuals), roots often thick; polyacetylenes + [14-C aliphatic tetrahydropyran derivatives - ?elsewhere], caffeic acid, p-coumaric acid +, latex rich in polysterols; (vessel elements with scalariform perforation plates); palisade mesophyll with arm cells; inflorescence often ± cymose/determinate; flowers polysymmetric; median K adaxial; stamens sprawling at bottom of corolla tube after anthers have dehisced, persistent bases conceal nectar; pollen spheroid to oblate-spheroid, verrucate or with spicules; G [(2-)3(4-10)], inferior, style long-hairy, especially in the upper half or so, hairs retractile [2ndary pollen presentation brush-type, hairs later retract], stigma dry or wet; integument 8-11 cells across, vascularized, podium not persistent, (placental obturator + - Azorina); chalazal haustorium single-celled, (embryo medium); (fibrillar protein intranuclear inclusions); extensive rearrangements in the chloroplast inverted repeat.
50/1,050. More or less world-wide, especially Old World, few in the Antipodes and South America (map: from Hultén 1971; Thulin 1975; Shulkina 1978; FloraBase v.2011).
Age. Estimates of the age of this node are (48-)45, 33(-30) Ma (Wikström et al. 2001), (56-)43, 41(-28) Ma (Bell et al. 2010), and around 60 Ma (Knox 2014: Monopsis sister to rest); other ages are (41-)37.4, 23.5(-3.2) Ma (Roquet et al. 2009) and some 26.3-15.8 Ma (Wikström et al. 2001), or rather later, ca 50.55 (Crowl et al. 2014: Platycodon sister to the rest), (61-)53(-46) (Crowl et al. 2016) or (62.3-)56.9(-51.6) (K. E. Jones et al. 2017) Ma. An age for stem Campanuloideae is ca 41 Ma (Wikström et al. 2001: sister to what?).
2A. Cyanantheae Meisner —— Synonymy: Cyananthaceae J. Agardh
Perennial herbs, often vines; (plant foetid); leaves often opposite; (A 3); pollen colpate/colporate; G , opposite C, (semi-superior); (fruit a berry); n = 7-9 (17).
10/60: Codonopsis (23), Cyananthus (23). Old World: Central Asia to West Malesia, few in Canaries and N. Africa, often (sub)tropical, not Europe or northern Asia. Platy Codonop (46) Cyanan (30) - C to East Asia, Japan.
Age. Diversification within Cyanantheae may have begun (36.9-)27.3(-18.7) Ma (K. E. Jones et al. 2017).
[Wahlenbergieae + Campanuleae]: pollen porate, (flattened-triangular); G opposite K; epicotyl and hypocotyl usually not elongated.
2B. Wahlenbergieae Endlicher
(Leaves opposite); capsule (circumscissile); n = 7-9, 17.
?: Wahlenbergia (260). Especially Africa and Australia.
Age. Diversification here is estimated at (44-)29.7(-17.1) Ma (K. E. Jones et al. 2017).
2C. Campanuleae Dumortier —— Synonymy: Jasionaceae Dumortier
C (5-fenestrate); fruit dehiscing laterally by septifragal-hippocrepiform slits or pores [caused by activity of axicorn on drying], (indehiscent); n = 6-11, 13, 15, 17.
?: Campanula (420; Campanula s.l. ca 600), Adenophora (65). Especially N. temperate Old World, very few in the Antilles.
Age. Campanuleae are at least (62.3-)56.9(-51.6) Ma (K. E. Jones et al. 2017).
[Lobelioideae [Cyphocarpoideae + Nemacladoideae]]: ?
3. Lobelioideae Burnett —— Synonymy: Dortmannaceae Ruprecht, Lobeliaceae Jussieu, nom. cons.
(Annuals) perennials, herbs to small trees; chelidonic acid, pyr[roliz]idine alkaloids +, p-coumaric acid, caffeic acid 0; stem with endodermis [Lobelia]; lamina vernation supervolute [Lobelia]; inflorescences terminal (axillary); flowers large to small, resupinate by pedicel torsion [so median C abaxial], (not); C (3:2), 2:3, 0:5 [split-monosymmetric], (spurred - Heterotoma), ((2-)5-fenestrate); (A 3 + 2 staminodes), filaments connate at least apically, (adnate to C); anthers connate, abaxial A at least with stiff hairs; pollen reticulate-striate; style elongating, bending away from median K, with brush hairs, pollen box straight to abaxially curved [2ndary pollen presentation as pump mechanism: Nüdelspritze], stigma wet; synergids hooked, (antipodal cells barely persistent); fruit dehiscing laterally, (capsule loculicidal), (circumscissile), (fruit fleshy); n = (6-)7(-13).
33[notional]/1,200: Lobelia (435), Siphocampylus (235), Centropogon (215), Burmeistera (100+), Cyanea (85). Widespread, but not Arctic and absent from the Near East and central Asia, largely tropical, especially common in the New World, South America in particular (almost half the species). Map: see Wimmer (1943), Meusel and Jäger (1992) and FloraBase (consulted 2007). [Photo - Flower, Fruit.]
Age. Ages for diversification within Lobelioideae differ greatly - e.g. (59.6-)54.9(-50.9) Ma (penalized likelihood) versus (88.2-)72.7(-52.2) Ma (BEAST: see Antonelli 2009); another estimate is (65-)57(-49) Ma (Crowl et al. 2016).
[Cyphocarpoideae + Nemacladoideae]: fibrillar protein intranuclear inclusions; n = 9.
4. Cyphocarpoideae Gustafsson —— Synonymy: Cyphocarpaceae Reveal & Hoogland
Annual to perennial herbs; leaf margins deeply lobed, spiny; bracts foliaceous; C induplicate-valvate, 1:4, adaxial C lobe sub-hooded, abaxial lobes with three ridges; A epipetalous, not connate; [?2ndary pollen presentation]; ovary notably elongated, style ± straight, mostly glabrous, but hairy apically, apex with fluid-filled stigmatic cavity with a lateral pore; ?embryology; fruit dehiscing laterally, ?loc.; n = ?
5. Nemacladoideae M. H. G. Gustafsson —— Synonymy: Nemacladaceae Nuttall
Tiny annuals (one sp. perennial, woody stem); leaves (subopposite); inflorescence a raceme, (bracteoles 0), flowers small [5> mm across], (not resupinate); C 3:2; A (adnate to C), filaments free basally or not, connate apically, fimbriate/digitate groups of swollen, elongated cells at outside bases of adaxial filaments (0); pollen (6-colpate), spheroid to oblate-spheroid, verrucate or with spicules; G also , half inferior to superior, style hairs retractile[?], filament tube and style bending away from median K, pollen presented on closed stigmatic lobes; ?embryology; (fruit circumscissile - N. californicus); n = 9.
1-2/25: Nemacladus (24). S.W. U. S. A., esp. California, C. and N.W. Mexico (map: from Wimmer 1968, see also Morin & Ayers 2020).
Age. A suggested age for crown-group Nemacladoideae is (59-)44(-27) Ma (Crowl et al. 2016).
Evolution: Divergence & Distribution. For ages of various clades within Campanulaceae, see Roquet et al. (2009); ages for deeper nodes in different analyses varied considerably. Crowl et al. (2014) give dates for branching points within Campanuloideae, but note details of the topology there; see also Mansion et al. (2012) and K. E. Jones et al. (2017) for dates within Campanula.
The diversification rate may have increased in Campanulaceae around (76.0-)54.3(-45.6) Ma (Magallón et al. 2018).
The biogeographic history of Campanuloideae is complex and involves much movement. Nearctic Campanuloideae moved there from the Palaearctic (c.f. Lobelioideae: Crowl et al. 2016). The area from the Balkans to western Asia is particularly critical in the diversification of Campanula (Roquet et al. 2009 for details); there are over 100 species of Campanula in Turkey alone. Interestingly, Campanuloideae on Crete seem to be largely remnants of a flora that was on the island when it was originally isolated (Cellinese et al. 2009). In an extensive study of Campanula K. E. Jones et al. (2017) followed diversification in Campanula s.l., noting a major clade originating (39.7-)31.5(-24.2) Ma but diversifying only (14.2-)11.1(-8.2) Ma the species of which are mostly found in the area from the Alps to the Caucasus, while another uptick in diversification was cause by a small clade of ca 9 species from the Himalayas that diversified (3.8-)2.4(-1.4) Ma. Crown Wahlenbergia is (45.3-)29.6(-15.2) Ma old, stem Wahlenbergia is ca 32 Ma old (HPD: Prebble 2011); there was little diversification for ca 10 Ma, and W. krebsii, from the Cape, is sister to the other species of the genus sampled. There is quite a group of Campanuloideae endemic in the Cape region (Linder 2003). There are several remarkable disjunctions, although sampling needs to be improved; are Wahlenbergia linifolia, from St Helena, and W. berteroi, from Juan Fernandez, really sister taxa (Haberle et al. 2009)? Long-distance dispersal has also been implicated in the occurrence of Lobelia loochooensis in the Ryukus; it probably came from Australia ca 7,000 km distant (Kokubugata et al. 2012; see also L.-Y. Chen et al. 2016). However, the alpha taxonomy around here is poorly known (Z.-Z. Chen et al. 2018).
Knox et al. (2006, no Nemacladoideae or Cyphocarpoideae included) suggested that [Cyphia + Lobelioideae] originated in southern Africa, subsequently dispersing quite widely and with at least two returns to Africa (see also Knox & Li 2017, origin in the western Cape Province). Antonelli (2009) also suggested that Lobelioideae originated in Africa, and with much subsequent long distance dispersal of the tiny seeds, indeed, the whole family is likely to have spread from Africa following the K/P extinction events, land bridges and island hopping rather than continental drift being the likely means of dispersal (Crowl et al. 2016). Thus Lobelioideae may have moved to the Neotropics from Africa several times, with some nine subsequent dispersals to the Nearctic and five in the reverse direction (Crowl et al. 2016). In the predominantly Antipodean Isotoma, I. hypocrateriformis, from Western Australia, is sister to the rest of the clade (which includes species from four separate "genera"), and there seem to have been three dispersals to New Zealand alone and two to East Asia (Kagame et al. 2021). Kagame et al. (2021) suggest places of origin for all lobelioid "genera".
Well over half the species in Lobelioideae are found in the next two groups that represent radiations that have occurred within the last 15 Ma or so.
1. South America. There has been extensive diversification in the Siphocampylus-Burmeistera-Centropogon-Lysipomia clade in South America, particularly along the Andes. Here the Chilean Lobelia section Tupa is sister to the whole group, Lysipomia includes ca 40 rosulate species with small to minute (ca 3 mm across, the size of the whole plant of L. mitsyae) and sometimes almost polysymmetric flowers growing in the páramo, while the Siphocampylus-Burmeistera-Centropogon clade, the centropogonids, includes around 550 species (West & Ayers 2006; Sklenár et al. 2011; see also Knox et al. 2008; Antonelli 2008; Lagomarsino et al. 2014, 2017). Diversification of the whole clade began 18-15 Ma along with the elevation of the Andes, and the 550+ centropogonids are the result of a radiation that began 12 Ma, peaking ca 5 Ma (Pennington et al. 2010; Lagomarsino et al. 2014, 2016); Gentry (1982) discussed the diversity of bird-pollinated taxa of Gondwanan origin in tropical and premontane parts of the northern Andes. Life form variation is considerable in these centropogonids (see Fig. 1 in Lagomarsino 2016), and increases in diversification rates are also associated with the evolution of fleshy fruit and bat and hummingbird pollination while cooling global temperatures may have affected extinction rates - all in all, a remarkable radiation (Lagomarsino et al. 2016).
2. Hawai'i. Lobelioideae also make up the largest plant radiation on the Hawaiian archipelago, and probably the largest radiation on any such islands. These ca 130 species of Hawaiian Lobelioideae form a monophyletic group, and they appear to have evolved a mere ca 13 Ma (ages in Antonelli 2009 are slightly older) from a woody ancestor adapted to open habitats the seeds of which were wind-dispersed and the flowers pollinated by birds (Givnish et al. 1995, 2006a, 2008b; see also Givnish 2000; Lim & Marshall 2017; Buss et al. 2001 - seed morphology). These ages are older than that of the oldest island, but presumably there was movement from islands that subsequently have sunk (see Shaw & Gillespie 2016 for the progression rule). Species vary in growth habit from trees, whether branched or unbranched, pachycaul or not, to herbs, and in leaf morphology from simple to close to bipinnate; some species are spiny when young. Herbivory by the now-extinct flightless geese and the moa-nalo, a flightless duck as large as a small turkey, is suspected as having driven the evolution of some of this vegetative variation. In a number of species the sepals are petal-like, and fleshy fruits, which can be up to 4 cm across, have evolved more than once. There are a number of endemic Hawaiian birds that are/were (some have recently become extinct) pollinators and fruit dispersers (Carlquist 1970a; Givnish et al. 1994, 1995). This Hawaiian clade is polyploid (Carr 1998). For other important Hawai'ian radiations, see the silversword alliance, etc., Cyrtandra, Myrtaceae, see Diversity and Distribution for Metrosideros, early stages, Schiedea, and the Stachys area, etc..
The rosette/caulescent habit. The convergent evolution of the rosette/caulescent habit in giant lobelias is a classic example of its kind. Woodiness is derived in Lobelioideae, at least 450 species being more or less woody (Givnish 2010). The immediate ancestors of the pachycaul giant lobelias are woody and probably of Asian origin (e.g. Knox et al. 1993; Givnish et al. 2009a; Kagame et al. 2021; see also Hedberg 1964; Carlquist 1970), and giant lobelias from widely separated parts of the globe (Pacific, South America, Africa) may be in the same immediate clade (Antonelli 2009; Crowl et al. 2016). Some South American taxa may even be derived from within the African giant lobelia clade, and giant lobelias in general, including those from Hawai'i and elsewhere, may have had an East Asian origin; the estimated dispersal distances are mind-bending (Knox & Li 2017). The rosette habit in Lobelia is a good example of convergent evolution (Givnish 2010; Kagame et al. 2021; c.f. Antonelli 2009). Thus woody giant lobelias in Bhutan and Hawai'i represent independent acquisitions of the habit, and the Bhutanese giant lobelia, L. nubigena, is the only known member of a clade (15-)13.8(-12.6) Ma, rather older than the ages of the other giant lobelias which tend to be younger than the habitats in which they live (L.-Y. Chen et al. 2016). Of course, the extensive variation in habit, etc., of Lobelioideae on the Hawaiian archipelago just mentioned (see also Carlquist 1965, 1974) also involves the evolution of woodiness, and Nürk et al. (2019) discuss the radiation of other taxa on (sky) islands where variation in habit, including woodiness, is common, noting that both disparification (≡ Simpsonian adaptive radiation) and diversification (species number increase) have been rapid there, the latter despite an increase in generation time (because of woodiness). See also Hypericum, Echium, Lupinus, and silverswords for similar examples.
The various rearrangements of the plastid genome studied by Knox (2014 and references) need to be integrated with the tree once its topology has settled down.
Ecology & Physiology. Fetene et al. (1998) discuss the physiology of caulescent Campanulaceae in the context of living in an afro-alpine environment, and suggest that the advantage of the caulescent habit is that the plants - at least, the growing part - inhabit a more favourable microclimate with less extreme temperatures than they would if they formed rosettes on the surface of the ground.
Canarina is a vine that is reported to have both twining petioles and pedicels (Sousa-Baena et al. 2018b).
It is possible that the seedlings of Australian species of Lobelia like L. gibbosa and L. dentata are mycoheterotrophic (see Fraser 1931).
Pollination Biology & Seed Dispersal. For the evolution of the secondary pollen presentation devices in the family, see Erbar and Leins (1988b) and Leins and Erbar (especially 2003a [Cyphia], 2003b, 2005 [Cyphia], 2006, 2010). However, pollination devices especially in Cyphocarpoideae and Nemacladoideae are poorly understood. Tracking the evolution of these mechanisms also awaits a better supported phylogeny, although progress along this front is being made, and the various features involved in the secondary pollination devices can then be individually placed on the tree (Crowl et al. 2016). The protandrous flowers are polysymmetric in bud and the introrse anthers are more or less connivent when they dehisce, pollen then being in a position suitable for secondary pollination, whether entangled with filament hairs or held immediately above the stigmatic head (e.g. Leins & Erbar 2003b, 2010).
Campanuloideae have brush pollination. Here the pollen is caught in a brush of hairs on the style whence they are removed by the pollinator; in the female phase, the hairs retract so any grains present fall off and selfing is prevented. In the monotypic Petromarula the stigmatic head is swollen and hairs occur only there (Igersheim 1993a), but otherwise pollination is similar. Phyteuma has coherent corolla lobes although the corolla is open laterally; the style hairs are only partly retractile. The nectar of some Campanuloideae may be brightly colored and then the filament bases are not persistent; normally they are, and they enclose the nectar. Insect pollination is prevalent, but bird (and even lizard) pollination is also known, especially in taxa found on islands (Olesen et al. 2012).
In Lobelioideae the pollen is retained in a tube or box formed by the connate anthers; it is forced out as the style elongates and the pollinator brushes the stiff hairs at the ends of the anthers, generally the abaxial anthers, the vibrations that result causing the pollen to fall out. The stigmatic lobes then separate, recurve, and finally become receptive. There has been a major radiation of lobelioids in the Andes that is associated with the pollinators there. High-altitude species of Burmeistera (Lobelioideae) have both bird and bat pollination (Muchhala 2006; Lagomarsino et al. 2017). Bat-pollinated species show character displacement, sympatric taxa differing more in floral morphology than would be expected, so reducing the chances of pollen being deposited on the wrong stigma (Muchhala & Potts 2007). In Centropogon nigricans there seems to have been co-evolution with a remarkably long-tongued bat, Anoura fistulata (Muchhala & Thomson 2009: c.f. Angraecum - Orchidaceae). All told, some 110 species of Andean Lobelioideae may be bat pollinated (Dobat & Peikert-Holle 1985), although the figure in Fleming et al. (2009) is only 20, while L. Lagomarsino (pers. comm.) estimates about 180 species. Extrafloral nectaries are found in Andean "Centropogon" on the outside of the inferior ovary. These occur mostly in species growing at lower altitudes where ants are to be found, and generalist humming birds are usually the visitors to the flowers (there does not seem to be a connection between these nectaries and pollinators); in species at higher altitudes such nectaries were rare and pollination was often by sickle-bill humming birds Eutoxeres (Heliconia-Heliconiaceae is the nectar resource for Eutoxeres at lower altitudes - Stein 1992; Abrahamczyk et al. 2017a), indeed, some 50 species in a clade in Centropogon are pollinated by the sickle-bills (Lagomarsino et al. 2017). The stem age of Eutoxeres is ca 21.5 Ma, but that of Centropogon is only 2-3 Ma (Abrahamczyk et al. 2017a). Indeed, the large clade of Andean centropogonid lobelioids is likely to be plesiomorphically pollinated by straight-billed hummingbirds, and bat-pollinated flowers are likely to have evolved ca 13 times in this clade, with ca 11 reversions back to straight-billed hummingbird-pollinated floral morphologies (Lagomarsino et al. 2017). Lobelioideae have also radiated extensively on Hawai'i,and the flowers of many species of Cyanea and Clermontia (which separated from each other ca 9.7 Ma) are conspicuously curved; pollination of around 125 species on the archipelago is/was by a few species of extinct and extant Drepanidae and extinct Mohoidae (Carlquist 1970a; Lammers & Freeman 1986; Givnish et al. 1995; Pender et al. 2014; T. J. Givnish pers. comm. x.2013). Some species of Clermontia have petaloid sepals, a feature that may have been lost twice (Givnish et al. 2013).
The floral biology on Nemocladoideae is unknown, particularly, any function of the large, elongated cells attached to the filaments of Nemocladus (Morin & Ayers 2020).
Within Andean Lobelioideae there has been extensive switching betweem fleshy and dry fruits, the result being that Siphocampylus (defined as having capsules) and Centropogon (berries) have turned out to be poly/paraphyletic (Lagomarsino et al. 2014).
Plant-Animal Interactions. For the trenching behaviour of herbivores on laticiferous Campanulaceae, see Dussourd (2016). In Lobelia trenching by moth cetarpillars initially reduced the alkaloid concentration in much of the leaf, but more persistently in the region distal to the trench (Oppel et al. 2009). Bauer et al. (2014) studied latex composition and coagulation in Campanula glomerata; coagulation was very fast, although details of the mechanism involved were unclear.
Givnish et al. (1994) noted that a number of species of Cyanaea from the Hawaiian archipelago were densely covered in prickles when young, and they suggested that this was to protect the plants against grazing by the (now extinct) flightless geese and goose-like ducks, the moa-nalos, that had diversified there, and some of which reached quite large sizes.
Plant-Bacterial/Fungal Associations. The tiny seeds of the ?annual Australian Lobelia gibbosa and L. dentata germinate quite deep in the soil and develop an extensive underground plant body, in the latter species up to 15 cm long, before forming above-ground stems; they have a close association with fungal rhizomorphs (Fraser 1931).
Genes & Genomes. The base chromosome number of Lobelioideae is probably 9 (Lammers 1993; Crowl et al. 2016; c.f. Stace & James 1996), in line with that for Asterales as a whole (K. Bremer et al. 2001). There have been a number of genome duplications in the family, but there seems to be no evidence for an ancestral duplication (Crowl et al. 2016). Genome duplications cannot be linked to the changes in floral symmetry described above (Crowl et al. 2016); tetraploid chromosome numbers predominate in woody Lobelioideae in general (Lammers 1993; Crowl et al. 2016).
For the very extensive rearrangements in the chloroplast genome, including the inverted repeat, see Cosner et al. (1997, 2004), Knox and Palmer (1999: Cyphocarpus, Nemacladus, etc., not studied, Cyphia was), Haberle et al. (2008a), Knox (2014) and Barnard-Kubow et al. (2014: infraspecific divergence in chloroplast genomes). The chloroplast gene accD (= ORF512, zpfA) has been lost (Doyle et al. 1995 and references; see also Knox 2014; Rousseau-Gueutin et al. 2013). All told, over 125 inversions, most sizable, are known, and Knox (2014) has pieced together the sequence in which some of the larger inversions occurred. Along with these inversions, protein-coding genes, probably from the nucleus, have moved into the chloroplast (Knox 2014).
Biparental transmission of plastids has been recorded from both Campanuloideae and Lobelioideae (Corriveau & Coleman 1988; Q. Zhang et al. 2003); Barnard-Kubow et al. (2016) describe how this can rescue cases of cytonuclear incompatability in Campanulastrun americanum. In crosses, incompatability between chloroplasts from one parent and the hybrid genome (plastome-genome incompatability - PGI) may result in the death of those chloroplasts and thus to variegation (Ruhlman & Jansen 2018 and references).
Chemistry, Morphology, etc.. Details of the major variation patterns in secondary metabolites within the clade need to be established. Carlquist (1969b) examined the wood anatomy of some Lobelioideae, he noted the very long vessels (with scalariform pitting of the lateral walls; also other characters) of some taxa that grew in very wet habitats; he suggested that paedomorphosis was the cause. Schweingruber et al. (2014) found parallelism in characters of wood anatomy in Campanuloideae, tall species, and species growing in the Arctic, tending to have similar anatomical traits.
Since the pedicel of Lobelia and its relatives is twisted (resupinate), the flowers appears to have a "normal" orientation with the median petal abaxial, however, this does not usually occur in Lysiopoma (= pseudo-resupinate - Ayers 1997). Some species of Cyphia have a long corolla tube, but the two abaxial petals have slits at their bases; when the flowers are strongly bilabiate, the two abaxial petals are free (Thulin 1978). In Nemacladus (Nemacladoideae) there are sometimes groups of remarkable almost hand-like (in some S.E.M.s) ?nectaries at the bases of two adaxial filaments. It is not known if the style hairs there are retractile. Ostrowskia (Campanuloideae) has anthers with placentoids and the integument is massive (Kamelina & Zhinkina 1998).
Species of Wahlenbergia and some taxa in Cyanantheae can have an almost superior ovary. Lammers (2006) mentions a hypanthium in the context of the inferior ovary of Lobelioideae. Fruit dehiscence, especially in Campanuloideae, is a complicated affair, depending in part on whether the fruit is pendant or upright (42 fruit types there alone - Kolakovsky 1995). There is the development of an axicorn, lignified tissue largely in the axis of the gynoecium, in Campanuleae (see also Kolakovsky 1985; Andreychuk & Odintsova 2019, 2021). Kausik and Subramanyam (1945, 1947), Rosén (1932, 1949) and Subramanyam (1949, 1970) discuss endosperm development; there may be taxonomically interesting variation in the number of cells that make up the chalazal endosperm haustorium.
For general information on the subfamilies see Schönland (1889), Wimmer (1968), Shulkina et al. (2003) and Lammers (1998 and especially 2006), for stem-node anatomy of Campanuloideae, see Col (1904), for wood anatomy of Campanuloideae, see Schweingruber et al. (2014: esp. the root collar, the transition between the radicle/primary root and the hypocotyl/stem), for inflorescence morphology, see Bull-Hereñu and Claßen-Bockhoff (2011b), for flowers, etc., of Downingia, see Kaplan (1970 and references), for pollen see Dunbar (1975a, b), Eddie et al. (2010) and Hong and Pan (2012), also Erbar (2014) for nectaries, Vogel (1998c), Shamrov and Zhinkina (1994) and Shamrov (1998) for ovules, Kolakovsky (1985) for fruit morphology, and Murata (1995), Buss et al. (2001), Cupido et al. (2011 and references) and Koutsovoulou et al. (2013) for seeds, seed coat anatomy/morphology and germination; for the protein bodies in the nuclei, see Bigazzi (1986) and Haberle (1998), and for the remarkable Nemacladus, see Morin and Ayers (2011).
Phylogeny. The relationships of the five major groupings in Campanulaceae have been uncertain for quite some time. Both the monophyly and the relationships of the poorly known Cyphiaceae (there are three subgroups) have been unclear (Lammers 1992), although they are certainly all part of a monophyletic Campanulaceae s. l. (see Cosner et al. 1994; Gustafsson & Bremer 1995; Gustafsson 1996b; Gustafsson et al. 1996). ITS sequence data suggested that one of these groups, Cyphocarpus, was a member of Lobelioideae (Haberle 1998, Ayers & Haberle 1999) - see also pollen (Dunbar 1975b), but if so, it has several characters in common (parallelisms?) with the Campanuloideae and Nemacladoideae (another subgroup of the old Cyphiaceae). The tree presented by Haberle (1998) suggests the groupings [[Nemacladoideae + Campanuloideae] [Cyphioideae + Lobelioideae]] (Cyphia is the third subgroup), which may imply that the polysymmetric flower of Campanuloideae with the median sepal adaxial (the "normal" condition) is a reversal from a monosymmetric flower with the median sepal abaxial (see also Crowl et al. 2016). Lundberg and Bremer (2003) found what was basically a trichotomy of Cyphia, Lobelioideae, and Campanuloideae. Tank and Donoghue (2010) suggested that Cyphia was sister to Campanuloideae and Pseudonemacladus to Lobelioideae; consistent with these relationships is the [[Cyphia + Campanuloideae] clade found by Knox (2014). Indeed, this latter clade seems quite well established, and it is sister to a [Nemacladoideae, Cyphocarpoideae, Lobelioideae] clade - relationships unclear here, although Cyphocarpoideea and Nemacladoideae may be sister taxa - in the extensive (13 loci, 921 taxa) study of Crowl et al. (2016).
General relationships within Campanuloideae are discussed by Eddie et al. (2002, 2003), Cosner et al. (2004), and Olesen et al. (2012). Platycodon, Codonopsis and Cyananthus form a clade and are strongly supported as being sister to all other Campanuloideae (e.g. Cosner et al. 2004; Crowl et al. 2014; Hong & Wang 2015). However, relationships in the rest of the subfamily are not so clear. Both Campanula and Wahlenbergia are seriously polyphyletic. Most of Wahlenbergia and some other genera form a clade sister to the rest of the subfamily, while within the latter, W. hederacea (now = Hesperocodon hederacea), linked with Jasione (Haberle et al. 2008b, 2009; Cellinese et al. 2009; Roquet et al. 2008, 2009; Borsch et al. 2009; Prebble et al. 2010; Cupido et al. 2013; Crowl et al. 2014). Other studies placed it with Wahlenbergia and other immediate relatives (Mansion et al. 2012; Hong & Wang 2015). The Campanula clade was divided into two main clades, one centred on Campanula s. str. and the other on Rapunculus, while successively basal to these (the relative order is unclear) are the Jasione (mentioned already) and Musschia clades, the latter also including some species of Campanula (e.g. Cupido et al. 2013; Crowl et al. 2014). Relationships were rather different in the four chloroplast gene analysis of Hong and Wang (2015), where Jasione and Musschia were successively sister at the base of the Campanula group. Although support was rather strong, sampling was good only in the Platycodon group, while in Crowl et al. (2014) sampling was extensive, but largely in the Campanula group. Mansion et al. (2012) carried out a particularly extensive study in Campanuleae analysing variation in the petD gene for 3/4 (310/420 species) of all Campanula, plus related taxa and some other Campanulaceae. Within Campanuleae, they found the relationships [[some Campanula + Musschia] [[Feeria + Jasione] + The Rest]] - all told, there were 17 clades with species of Campanula, and in five of these they were mixed with representatives of other Campanuleae genera (Mansion et al. 2012). K. E. Jones et al. (2017) focussed on Campanula s. str., again, some some Campanula, Musschia and Jasione were in a clade sister to Campanula s. str., within which 14 small genera were embedded, eight of these being in one quite small clade in which they were still outnumbered by Campanula. Liveri et al. (2020) found that the chasmophytic Campanula section Quinqueloculares was polyphyletic (like just about all supraspecific groupings in the genus), largely dividing into a Greek and a Turkish-southeast Aegean clade.
Within Lobelioideae, molecular data show that Lobelia is wildly paraphyletic, all other genera of the subfamily being emmbedded within it (Knox & Muasya 2001; Antonelli 2008, 2009; Knox et al. 2008; Lagomarsino et al. 2014; L.-Y. Chen et al. 2016; Kagame et al. 2021) - reading up the tree is dizzying both in terms of the names and the geography of the clades. Kagame et al. (2021: 18 plastid genes plus nuclear ITS) found a small clade - only moderately supported - to be sister to the rest of the subfamily, it was made up of Pratia borneensis and species of three sections of Lobelia, two Australasian and one from Africa. Within South American lobelioids, Centropogon and Siphonocampylus, for example, are not monophyletic (e.g. Lagomarsino et al. 2011, 2014), but there is fair support for many relationships in the whole "Siphocampylus"-Burmeistera-"Centropogon"-Lysipomia clade. Within Burmeistera, very much a recent rapid radiation, classical sectional limits break down, and although resolution still leaves something to be desired, geographically- and morphologically-circumscribed clades are becoming evident (Uribe-Convers et al. 2016b). Examining the value of targeted sequence capture, Bagley et al. (2020: 50 species (36%) included) noted quite extensive movement of taxa in the tree depending on the analysis, and although the monophyly of Burmeisteria was confirmed, it was supported by relatively few gene trees - 10>%; B. xerampelina was usually sister to the rest of the genus. Givnish et al. (1995: Cyanea, 2006a, esp. 2008b) examined relationships within Hawaiian Lobelioideae, a monophyletic group.
Classification. A.P.G. II (2003) suggested as an option keeping Lobeliaceae separate from Campanulaceae, but the two are best combined in view of their substantial similarities (see A.P.G. III 2009 et seq.). Kolakovsky (1985, 1987) developed a classification of Campanulaceae s. str. in which carpological variation was heavily emphasized: Prismatocarpoideae had circumscissile capsules, Canarinoideae, berry-type fruits, Wahlenbergioideae capsular fruits, the fruit walls being hard, and Campanuloideae, with "soft" walls and an apical, sometimes median or basal axicorn - in the last subfamily there were also frequently small appendages in the calyx sinuses. For a world checklist and bibliography, see Lammers (2007). I follow Hong and Wang (2015) for a tribal classification of Campanuloideae, although it is quite possibly premature to do this.
Generic limits need much attention, Campanula, Lobelia and Wahlenbergia and their relatives all being particular problems (see also Kilian in Kadereit et al. 2016). A much more broadly delimited Campanula might be a reasonable solution to its extensive paraphyly, and its segregate genera have been based on floral features which are unreliable guides to broad relationships (Haberle et al. 2008b; Roquet et al. 2008). Cupido et al. (2013) outline possible taxonomic solutions to the developing patterns of relationships centred on Wahlenbergia, while Hong and Pan (2012) and Q. Wang et al. (2014) suggest the generic pulverization of the Codonopsis area. The current classification of Lobelioideae is of almost no use whatsoever, and considerable expansion of Lobelia may be a course to take. Thus the monophyletic Burmeistera is embedded in a clade where Siphocampylus and Centropogon are hopelessly intermingled (most of the infrageneric groups are also para/polyphyletic), the whole being a clade coming from within a paraphyletic Lobelia (Lagomarsino et al. 2014; L.-Y. Chen et al. 2016; Kagame et al. 2021), while the various genera of Lobelioideae on Hawaii represent a single introduction (Givnish et al. 2009a), and of course the sectional classification of Lobelia (Lammers 2011) necessarily will need a complete overhaul. Overall, very substantial changes are likely, however, it is premature to attempt any reclassification until nuclear phylogenies become available.
Previous Relationships. Takhtajan (1997) divided Campanulaceae s.l. into four families; these, plus Pentaphragmataceae and Sphenocleaceae (for the latter, see Solanales), made up his Campanulanae. Cronquist (1989) had taken the opposite tack, recognizing a broadly circumscribed Campanulaceae that included the four families just mentioned plus some other families that are elsewhere in Asterales in his Campanulales.
Botanical Trivia. At less than 5.5 mm tall, sometimes lacking true leaves and flowering from the axils of its cotyledons, Lysipomia mitsyae is one of the world's smallest eudicots (Sylvester et al. 2016).
Thanks. I am grateful to Tatyana Shulkina and Laura Lagomarsino for helpful discussions.
[Pentaphragmataceae [[Alseuosmiaceae [Phellinaceae + Argophyllaceae]] [Stylidiaceae [Menyanthaceae [Goodeniaceae [Calyceraceae + Asteraceae]]]]]] / Core Asterales: (corolla lobes with marginal wings) [could go here].
Age. An age for this node is (91-)78(-68) Ma (Wikström et al. 2015) or ca 84 Ma (Tank et al. 2015: Table S1, S2).
PENTAPHRAGMATACEAE J. Agardh, nom. cons. - Back to Asterales
Herbs, peremmial, rather fleshy, rooting at base of stem; chemistry?; cork?; wood rayless; nodes ?; hairs with uniseriate branches; leaves two-ranked, lamina usu. asymmetric, margins ± closely serrulate/crenulate (entire); inflorescences cymose, usu. scorpioid; hypanthium +; K large, (petal-like, 2 large + 3 small) C ± deeply lobed (free), with marginal wings, commissural veins +; stamens adnate to corolla, anthers extrorse, basifixed; pollen 2-celled, small [8-21 μm], oblate-peroblate, 3-lobed, apertures between lobes, smooth, endexine lamellate only by apertures; antesepalous septae connecting ovary with hypanthium, gynoecial nectaries in cavities so formed; G [2-3], stigma capitate; integument ca 3 cells across; embryo sac protruding from micropyle; fruit baccate, K and C persisting; seeds minute, exotestal cells cuboid, inner walls lignified; endosperm starchy, chalazal haustorium 0, embryo medium-short (1/3rd); n = 54-56, x = ?
1 [list]/30. South East Asia to Malesia, esp. W. Malesia (map: from Airy Shaw 1954). [Photo - Flower.]
Chemistry, Morphology, etc.. The family is very poorly known. The micropylar haustorium is single-celled (Kapil & Vijayaraghavan 1965).
For general information, see Lammers (2006), for wood anatomy, see Carlquist (1997b), for the nectary, see Vogel (1998c), and for pollen, see Dunbar (1978) and Telleria et al. (2018).
[[Alseuosmiaceae [Phellinaceae + Argophyllaceae]] [Stylidiaceae [Menyanthaceae [Goodeniaceae [Calyceraceae + Asteraceae]]]]]: C connate; ovary inferior [?level].
Age. Estimates of the age of this node (but note topology) are (79-)73, 67(-58) Ma (Bell et al. 2010), (88-)84, 76(-72) Ma (Wikström et al. 2001) and (84-)73(-62) Ma (Wikström et al. 2015).
[Alseuosmiaceae [Phellinaceae + Argophyllaceae]]: plant woody; lamina gland-toothed; x = 8.
Age. An estimate of the age of this node (note topologies again!) is (71-)61, 56(-44) Ma (Bell et al. 2010), (73-)69, 66(-62) Ma (Wikström et al. 2001), ca 71.9 Ma (Magallón et al. 2015) or ca 74 Ma (Tank et al. 2015: Table S1, S2).
Evolution: Divergence & Distribution. The distribution of this group of families is best explained by dispersal, not continental drift (Sanmartín & Ronquist 2004).
Phylogeny. There is a possible grouping [Alseuosmiaceae [Phellinaceae + Argophyllaceae]] or [Alseuosmiaceae [Stylidiaceae [Phellinaceae + Argophyllaceae]]] (e.g. Kårehed et al. 2000; Lundberg & Bremer 2001 respectively), and although jacknife support for the position of Alseuosmiaceae is not very strong, the posterior probability for the first grouping is 1.0 (Kårehed 2002a); Wikström et al. (2015) suggested a grouping [Argophyllaceae [Phellinaceae + Alseuosmiaceae]], but with little support.
ALSEUOSMIACEAE Airy Shaw - Back to Asterales —— Synonymy: Platyspermataceae Doweld
Small shrubs to small tree; condensed and ellagitannins +, inulin?, iridoids 0; young stem with separate bundles; true tracheids +; rays narrow to broad (0 - Alseuosmia); starch-storing living fibres +; axial parenchyma 0 (+); pericyclic fibres weakly developed; cauline and foliar endodermis +; petiole bundle(s) arcuate, (filiform foliar sclereids + - Crispiloba); hairs axillary, uniseriate; lamina vernation conduplicate, margins entire to serrate; flowers (4-)5(-7)-merous; (hypanthium present), K free, valvate, C margins with wings (hardly - Platyspermation), margins fringed, erose or entire; A adnate to C, anthers ± basifixed; pollen (in tetrads); G [2, 3], nectary +, stigma barely expanded to capitate; ovules 2 or more/carpel; fruit baccate, calyx usually persistent; exotesta little thickened, lignified, mesotesta persistent; ?haustoria; n = 9 [Alseuosmia], x = 9.
5[list]/10: Alseuosmia (5). New Guinea, E. Australia, New Zealand, New Caledonia (map: from van Balgooy 1993).
Evolution: Divergence & Distribution. Woodiness here may also be derived from a herbaceous ancestry (Dickison 1989a).Ecology & Physiology. In New Zealand Alseuosmia pusilla appears to mimic (Batesian mimicry) the leaves of Pseudowintera axillaris - the latter have sequiterpene dialdehydes etc. and taste rather nasty, as do other Winteraceae (Yager et al. 2016). Shepherd et al. (2020) note the variable leaf morphology of A. banksii which may be involved in mimicry with a variety of other taxa. See also Boquila trifoliata (Ranunculales-Lardizabalaceae) and Loranthaceae for possible mimicry.
Plant-Animal Interactions. Platyspermation and other Alseuosmiaceae on New Caledonia seem commonly have galled fruits or flowers.
Chemistry, Morphology, etc.. Ellagitannins are reported from Alseuosmia (Kårehed 2006 for references); this should be checked. Most Alseuosmiaceae have rayless wood, living mature fibres with stored starch (Dickison 1986b), and the stem has an endodermis. Uniseriate hairs in Platyspermation are not restricted to the leaf axils, although they are particularly dense there, rather, they cover the whole plant. Their persistent, reddish bases look rather like glands, hence, perhaps, the past inclusion of the genus in Rutaceae.
There are tanniniferous cells in the flower. The margins of the corolla lobes of Platyspermation have narrow flanges and papillae; the corolla is only shortly tubular, the lobes being rather spreading (buzz pollination?). The pollen of Alseuosmia linariifolia is described as being tricolpate, with an ectexine made up of a thick, tubercular tectum and massive, spherical columellae (Polevova 2006); whether this can be generalised to the family is unclear (see also Kårehed 2006).
Some details of vegetative anatomy are taken from Paliwal and Srivastava (1969), Dickison (1989a) and Gregory (1998), of pollen, from Telleria et al. (2018), and of testa anatomy from Nemirovich-Danchencko and Lobova (1998) and Takhtajan (2000). The embryology is poorly known. See Kårehed (2006) for general information.
Phylogeny. Platyspermation is strongly associated with other Alseuosmiaceae (Lundberg & Bremer 2001), and may be sister to the rest of the family (see also Tank & Donoghue 2010).
Classification. Generic limits are in some dispute (Tirel 1996).
Previous Relationships. Genera now included in Alseuosmiaceae have previously been placed in Caprifoliaceae, Rubiaceae, Rutaceae, Ericaceae, Epacridaceae, etc. (see e.g. Shepherd et al. 2010: Table 1). For Dickison (1989a), anatomical features also suggested relationships with genera in Rosaceae and Saxifragaceae. Although the family was recognized by Takhtajan (1997), it was included in his Hydrangeales, and of course previously it was thought that Hydrangeaceae and Saxifragaceae were close...
[Phellinaceae + Argophyllaceae]: cork subepidermal; pollen (spiny), with rugulose exine; style short; ovules apical, apotropous.
Age. Estimates of the age of separation of these two families are (68-)63, 62(-57) Ma (Wikström et al. 2001).
PHELLINACEAE Takhtajan - Back to Asterales
Trees (monocalous); hmoerythrina alkaloids + [a 7-C ring], inulin +, iridoids?; true tracheids +; rays very broad [to 14 cells across, esp. monocaulous taxa]; sclerenchyma surrounding leaf veins; petiole bundles annular; cuticle waxes as platelets and rodlets; lamina margins serrate (entire); plant dioecious; bracteoles 0; flowers small, 4-6-merous; K connate basally, ± open, C free, apex incurved, ?commissural veins; nectary 0?; staminate flowers: filaments shorter to somewhat longer than the anthers>; pollen echinate; pistillode +; carpelate flowers: staminodes +; G superior, [2-5], style ± 0, stigmas large, lobed; ovule 1/carpel; fruit a drupe, stones separate; testa ?; endosperm haustoria?; n = 17, x = ?
1 [list]/10. New Caledonia.
Chemistry, Morphology, etc.. The guard cells are huge, with inner and outer stomatal ledges (Baas 1975).
Telleria et al. (2018) suggest that the spines on the pollen grains are formed by the fusion of baculiform elements. The ovules are reported as being hemitropous to campylotropous, but Phelline is embryologically poorly known.
See also Kårehed et al. (2000) and Barriera et al. (2006) for much additional information, Baas (1975) for wood anatomy (it appeared to be extremely primitive) and Lobreau-Callen (1977) for pollen.
Previous Relationships. Takhtajan (1997) placed the family in his Icacinales, describing the leaves as being mostly estipulate, while Cronquist (1981) placed it in his Aquifoliaceae (adjacent to Icacinaceae), both were in his Celastrales.
ARGOPHYLLACEAE Takhtajan - Back to Asterales —— Synonymy: Corokiaceae Takhtajan
Shrubs, (divaricately-branched - Corokia); gallic acid +, inulin?; vessel element perforation plates with 10-20 bars, tracheids +/0, helical thickenings on tracheary elements +/0; axial parenchyma scarce, diffuse, multiseriate rays narrow, heterocellular; gum deposits +, crystals 0; (nodes 1:1, 5:5); petiole bundles arcuate; hairs T-shaped, multicellular, with slits over the stalk cell; lamina vernation supervolute-curved [Corokia macrocarpa], margins entire; flowers 4-5(-8)-merous; K valvate [always?], C basally connate, with adaxial fringed ligule, (and marginal wings); pollen grains 3-celled; G (1) [2, 3(-5)], (semisuperior), nectary + [Corokia], stigma punctate, lobed, clavate or capitate-lobed, wet; ovule 1 or several/carpel, integument 6-15 cells across, nucellus base massive; fruit a septicidal + septifragal capsule [Argophyllum] or drupe [s. str. - Corokia]; exotestal cells with inner walls massively thickened and lignified [Argophyllum] or all walls somewhat thickened [Corokia]; endosperm hemicellulosic, (embryo medium/?long, cotyledons very short), suspensor uniseriate; n = 9, x = 9.
2 [list]/21: Argophyllum (15). S.W. Pacific, including Rapa (Lautea, = Corokia). Map: from van Steenis and van Balgooy (1966). Photo: Corokia Flower © Gardenweek.org.]
Evolution: Divergence & Distribution. Argophyllaceae attained their present distribution in the Pacific by fairly recent long-distance disperasl. Thus Corokia originated in Australia, moving into the Pacific only within the last ca 3.5 Ma (Maurin & Smissen 2021).
Ecology & Physiology. There are a number of nickel-accumulating species of Argophyllum on New Caledonia.
Chemistry, Morphology, etc.. Septate fibres and vascular tracheids are present (Patel 1973; Noshiro & Baas 1998), but the significance of this is unclear. The guard cells in Argophyllaceae are raised above the epidermis (Kårehed et al. 2000).
There are tanniniferous cells in the flower, as in Alseuosmiaceae. The pollen is like that of Cornaceae, with complex H-shaped endoapertures (Ferguson 1977).
See also Eyde (1966) and Kårehed (2006) for general information, Gornall et al. (1998: as Escalloniaceae) for vegetative anatomy, Carlquist and Olson (2021) for vascular anatomy, Telleria et al. (2018) for pollen, Mauritzon (1933) for a little embryology and Bhatnagar and Pandey (2021) for the embryology, etc., of Corokia, and Lobova (1997) for testa.
Previous Relationships. Along with Cornaceae, Argophyllaceae were placed in Hydrangeales by Takhtajan (1997), while Cronquist (1981) included them in his very heterogeneous Grossulariaceae.
[Stylidiaceae [Menyanthaceae [Goodeniaceae [Calyceraceae + Asteraceae]]]]: herbs common; fructan sugars accumulated as isokestose oligosaccharides [inulins].
Age. The age of this node is around 76.5 Ma (see Magallón et al. 2015), (82-)71(-61) Ma (Wikström et al. 2015) or ca 78 Ma (Tank et al. 2015: Table S1, S2).
Evolution: Divergence & Distribution. Diversification rates increased here around (77.1-)76.8(-76.5) Ma and twice more at nodes within this clade as recently as the middle Eocene ca 45 Ma (Magallón et al. 2018). Taxa with (much) elongated synergid cells are scattered in some Stylidiaceaem, Goodeniaceae and Asteraceae.
STYLIDIACEAE R. Brown, nom. cons. - Back to Asterales
Herbs; young stem with separate bundles; nodes 1:1; lamina ± linear, margins entire, petiole 0; C imbricate; nectary +; A 2, anthers extrorse; pollen colpate; integument 4-6 cells across; synergid cells elongated; embryo "minute"; x = 9 (?8).
3 [list]/245 - 2 subfamilies below. Scattered in South East Asia to New Zealand, S. South America, but mostly Australia.
Age. An estimate of the age of crown-group Stylidiaceae is (80-)71, 65(-57) Ma (Bell et al. 2010), and another is (78-)73, 70(-65) Ma (Wikström et al. 2001).
1. Donatioideae B. Chandler
Dwarf cushion herbs; iridoids?, tanniniferous; cork cortical?; mucilage cells +; stomata also paracytic; hairs uniseriate, axillary; lamina terete; flowers solitary, terminal; K 3-7, free, C 5-10, free; A (3), free; nectary annular; pollen smooth, 3-colporate, nuclei?; G [2-3], styles separate, somewhat recurved, stigmas capitate; hypostase +; fruit indehiscent; seed coat?; embryo suspensor short; n = 24.
1/2. New Zealand, Tasmania, S. South America. Photo: Habit, Flower © Univ. of Tasmania.]
Synonymy: Donatiaceae B. Chandler, nom. cons.
2. Stylidioideae Kittel
Herbs (annuals/climbers), cushion plants; cork also outer cortical; vascular bundles closed, scattered or in a single ring; cambium develops just inside the endodermis, storied, secondary tissue developing only towards the inside, interxylary phloem +; wood rayless [?always]; vessel elements with simple perforation plates; hairs glandular; leaves pseudoverticillate or in rosettes, lamina linear, bifacial/± terete, with axillary hairs; infloresecence a raceme [etc.], flowers resupinate [median sepal abaxial], (split-monosymmetric); K (6), connate, C connate, 4 in two pairs, or 4 + labellum, early tube formation, often with coronal appendages, (spurred - S. calcaratum), or 5-6(-9); nectary as paired ad-/abaxial lobes (1 lobe); A completely adnate to style [= gynostemium], anther thecae set end to end, (apically connate); pollen grains prolate [?level], (3 nucleate), 3-8-colpate; G  (adaxial much reduced), placentation free-central, stigma small, dry; fruit dahiscing laterally from the apex, septicidal (indehiscent); seed exo-endotestal, exotestal cells sclerosed; embryo often with single cotyledon; n = 5-16, protein bodies in nucleus.
2/240: Stylidium (220-300). Mostly Australia, especially Western Australia, also Sri Lanka to South East Asia, Malesia, New Zealand, and S. South America. Map: see Erickson (1958) and Australia's Virtual Herbarium (cpnsulted xi.2012). Photo: Flower.
Age. Diversification in Stylidioideae has been dated to ca 39 Ma (Wagstaff & Wege 2002).
Evolution: Divergence & Distribution. Species distributions/relationships of Stylidium within Australia - there are over 200 species in Western Australia alone - seem to fit the peripheral vicariance pattern. The genus is now found on the periphery of the continent after the drying out of the centre, a process that began in the Eocene (Nge et al. 2021c).
Oreostylidium subulatum seemed to have rather "primitive" flowers - more or less polysymmatric, not sensitive to touch, etc. - and it came out basal in Stylidioideae in morphological analyses (Laurent et al. 1999). However, molecular analyses showed (with strong suppport) that it was well embedded within Stylidium. It is also the only member of Stylidioideae from New Zealand, and its white and radially symmetrical flowers are rather similar to those that have evolved in other families in that bee-poor island; florally, O. subulatum is an example of "reduction and extreme paedomorphosis" (Laurent et al. 1999: p. 302).
Ecology & Physiology. There are suggestions that Stylidium may be carnivorous. Insects are trapped by the mucilage-secreting glandular hairs on the flowers and infloresecnce, and the hairs also show yeast-extract stimulated protease activity. The plants grow in acid, nutrient-poor soil like other carnivorous plants (Utricularia, Drosera), however, uptake of nutrients by the plant from the insects has yet to be demonstrated (Darnowski et al. 2006). Indeed, Nge and Lambers (2018) were unable to find evidence of carnivory in their comparison of δ15N signatures of Stylidium with those of co-occurring carnivorous and non-carnivorous plants.
Pollination Biology. In many Stylidioideae (Stylidium s.l.) the two stamens are adnate to the style, the extrorse anthers being borne near the stigma. The whole complex (a gynostemium, sometimes called a column), is sensitive to touch, moving rapidly when brushed by the pollinator, in some species the column being hinged; this movement can be repeated (Findlay & Findlay 1875, 1989 and references). Armbruster et al. (1994) found that species of Stylidium in the Perth area were pollinated mostly by solitary bees and bombyliid flies, species in the same locality differing in both corolla tube and column lengths; even the pollen varied in colour. However, as the column of Stylidium hits the pollinator, it adjusts to the body surface of the latter, so placing pollen in a place that allows the insect to be an effective pollinator (Armbruster 2014); as Armbruster notes, the flower is "phenotypically specialized to be an excellent ecological generalist" (ibid.: p. 7). In Levenhookia, however, the gynostemium is held under tension in the hooded labellum, flipping only when the latter is disturbed; the style moves only once, not being able to reset. Furthermore, the stigma is finger-like, and an upper finger-like lobe develops after the style flips (Lowrie & Conran 2011).
Genes & Genomes. A genome duplication event ca 72.5 Ma (STADα) is to be associated with the common ancestor of Stylidiaceae (Landis et al. 2018).
Chemistry, Morphology, etc.. In Stylidioideae the cambium may develop beneath the endodermis; xylem, and sometimes also phloem, is produced towards the inside, and at most cork to the outside (Carlquist 1981a, 2013; see also Mullenders 1947). In older stems of Donatia the cortex is very thick, and the vascular tissue forms a narrow cylinder in the center (Chandler 1911). The leaves of Donatia are very small, and their venation is acrodromous. For anatomical differences between Donatioideae and Stylidioideae, see Repson (1953).
The fertile stamens are the adaxial pair. Carolin (1960b) drew the anthers of Donatia as being introrse. Ronse de Craene (2010) described the flower of Stylidium graminifolium as being obliquely monosymmetric at maturity, and the corolla and parts inside are illustrated as having rotated ca 60o relative to the calyx, and there is a single abaxial (adaxial in the text) nectary. See also Erbar (1992) for floral development, which needs more study in the family as a whole. The pollen of at least some Stylidiaceae has a very distinctive inner ectexine that lacks columellae but is permeated by numerous sinuous channels (Polevova 2006). Monocotyly is reported to be quite common in Stylidioideae (Carlquist 1981b).
The proembryo in Donatia is ovate, the suspensor is made up of short cells, but in Stylidioideae it is long, and is made up of cells that are longer than broad (Philipson & Philipson 1973), as in other Asterales (Tobe & Morin 1997).
For general information, see Carolin (2006), Carlquist (1969a), Carlquist and Lowrie (1989: Stylidioideae), Australian Plants 27(215). 2013, and Glenny (2009: Forstera); some anatomical details can be found in Thouvenin (1890), for embryology, see Rosén (1935) and Subramanyam (1951a), for placentation, see Carolin (1960a), for protein bodies, see Thaler (1966), and for the testa anatomy of Stylidium, see Tobe and Morin (1996).
Phylogeny. Donatia is sister to the rest of the family, but there is some uncertainty over further relationships. Laurent et al. (1999) found that Forstera s.l. was sister to the remaining part of the family in combined molecular and morphological analyses, in a rbcL + ndhF analysis it was grouped with Levenhookia, but both positions had only weak support; Wagstaff and Wege retrieved the former topology in an analysis based on variation in ITS and rbcL. In gross floral morphology Donatia and Forstera are similar, both having basically radially symmetrical flowers that are whitish in colour.
Previous Relationships. Stylidiaceae have been treated as two families in Stylidiales (Takhtajan 1997) or merged in one family (Philipson & Philipson 1973). A.P.G. II suggested as an option keeping Donatiaceae and Stylidiaceae separate, although the two can reasonably be combined (e.g. Lundberg & Bremer 2003; A.P.G. III 2009, etc.).
[Menyanthaceae [Goodeniaceae [Calyceraceae + Asteraceae]]] / MGCA Clade: fructans, caffeic acid +; cauline stele with separate vascular bundles; vessel elements with simple perforation plates; inflorescence with a terminal flower, single flowers and then cymes below; C connate, early tube formation, with strong marginal [commissural] veins joining the median near the apex; A adnate to C; tapetal cells bi- or multinucleate; pollen grains bicellular; G , stylar bundles branched, stigma papillate; integument >10 cells thick, antiraphal vascular bundle proceeding to the micropyle; endosperm haustoria 0, embryo long; x = 9.
Age. Estimates of the age of this node vary - (71-)63, 58(-48) Ma (Bell et al. 2010), ca 68.3 Ma (Magallón et al. 2015), (73-)69, 65(-61) (Wikström et al. 2001), 72.2 or 73.7 Ma (Tank et al. 2015: Table S1, S2), (135-)82.5(-66) Ma (Jabaily et al. 2014, q.v. for other dates, some older) and (76-)65(-56) Ma (Wikström et al. 2015). Barreda et al. (2015) offer a series of estimates, at (103.3-)96.5, 69.1(-65.4) Ma they are mostly older, while (95.8-)84.5(-71.6) Ma is the estimate in Panero and Crozier (2016: Table S1).
Evolution: Pollen of all families of this clade - and of some subfamilies of Asteraceae - had appeared by the Oligocene, and has been found in many places that are fragments of the Gondwanan continent (Barreda et al. 2010a).
The separate vascular bundles in the stem may be connected with the herbaceous habit that is so common here. For other characters common to this clade, see Anderberg et al. (2006, c.f. vessel perforation plates). Vegetatively and florally Menyanthaceae are rather different from many other Asterales, however, both Menyanthaceae and Goodeniaceae have corolla lobes with marginal wings, here placed as apomorphies for both groups (or they could be a synapomorphy for the whole clade, being lost later). Presence of sclereids and multi-nucleate tapetal cells may be additional synapomorphies (Lundberg 2009, q.v. there and Katinas et al. 2016 for more possible synapomorphies).
Chemistry, Morphology, etc.. The androecium is spirally initiated in some Menyanthaceae, Asteraceae and Goodeniaceae - and also Araliaceae (Erbar 1997). For inflorescence morphology and evolution, see Pozner et al. (2012).
MENYANTHACEAE Dumortier, nom. cons. - Back to Asterales
Aquatic or marsh herbs; flavonols only +, little oxalate accumulation, tannin 0; cork?; vascular cambium 0[?]; vascular bundles often scattered; stem with endodermis; nodes 3:3, 5:5; intercellular canals +; branched sclereids +; petiole bundles arcuate to annular or scattered; leaves (two-ranked), simple, lamina vernation involute, secondary veins palmate, margins usu. with hydathodal glands, colleters +, leaf base broad, petiole margins ± winged; flowers distylous (not); K basally connate, C lobes with marginal wings and/or with (marginal) fimbriae; (oppositipetalous fringed scales +); anthers sagittate; tapetal cells with fused nuclei; pollen grains (three-celled), (syncolporate; isolated triangular polar areas), surface striate, etc.; G ± superior, placentation parietal, style (0), with 2-several vascular bundles, stigma bilobed-spathulate-flabellate, wet; ovules many/carpel; funicle vascularized, integument 3-11 cells across; fruit a loculicidal capsule; seeds many, exotestal cells with outer walls thickened, (meso- and endotestal cells sclerotic); endosperm oily; n = 9 (17), x = 9, protein bodies in nuclei, nuclear genome [1C] (0.054-)1.403(-36.485) pg; chloroplast rpl2 intron 0.
6 [list, to tribes]/58. World-wide. Map: from Heywood (1978), modified by Hultén (1971); see also Australia's Virtual Herbarium (consulted xii.2012). [Photo - Flower, Collection, Flower.]
Age. Estimates of the age of crown-group Menyanthaceae are (58-)54, 51(-47) Ma (Wikström et al. 2001), (57.8-)55.4(-53.0) Ma (Tippery et al. 2008) and (60-)47, 44(-31) Ma (Bell et al. 2010).
For fossil pollen, see Barreda et al. (2010a).
1. Menyantheae Dumortier
Leaves erect, (trifoliolate), margin crenate; inflorescence several-flowered; pollen grains large, long-prolate, striate; exotestal cells narrowly elongated, smooth.
2/2. Temperate North Hemisphere.
Age. Crown-group Menyantheae are around 36 Ma (Tippery et al. 2008).
2. Villarsieae Horaninow
(Photosynthetic root tubers - Nymphoides aquatica); leaves floating or erect, margins entire to dentate or subcrenate; plant (dioecious); inflorescence several-flowered to flowers single; pollen grains ± oblate; G (semi-inferior); ovules 1-many/carpel; fruit (berry - Liparophyllum), (septi- and loculicidal capsule); seeds (carunculaate); exotestal cells polygonal/anticlinal walls sinuous or indistinct, smooth or with a variety of projections, inc. hairs or groups of papillae.
4/56: Nymphoides (40). Aquatics, more or less world-wide.
Age. Crown-group Menyantheae are estimated to be ca 30 Ma (Tippery et al. 2008).
Evolution: Divergence & Distribution. Has the superior ovary of Menyanthaceae with its parietal placentation been derived from a more or less inferior ovary with axile placentation (c.f. Pittosporaceae - Apiales)?
Pollination Biology. For heterostyly in Nymphoides, see Barrett and Shore (2008). This seems to be a very labile character, with the ancestral condition perhaps being heterostyly, but with reversals to homostyly and then reversals back (Tippery & Les 2011).
Genes & Genomes. For the missing chloroplast rpl2 intron, see Downie et al. (1991b).
Chemistry, Morphology, etc.. Kasinathan and Kumari (2001) thought that the leaves of Nymphoides were opposite, indeed, plant architecture in that genus is complex (Richards et al. 2010).
Eichler (1878) drew the flower of Menyanthes with an oblique plane of symmetry. The vascular anatomy of the flower implies a basic monosymmetry - the lateral corolla traces are fused (Wood & Weaver 1982). There are sometimes fringed scales, "staminodes", on the corolla tube alternating with the stamens. Johri et al. (1992) suggested that the endosperm stores starch.
For general information, see G. Kadereit (2006), for floral development, see Erbar (1997), for pollen, see Nilsson (1973), for embryology, see Stolt (1921) and Maheswari Devi (1963), and for seed morphology, see Chuang and Ornduff (1992).
Phylogeny. Relationships within Menyanthaceae have been clarified by Tippery et al. (2006, 2008) and Tippery and Les (2008); [Menyanthes + Nephrophyllidium] are sister to the rest of the family (see also Du & Wang 2014; Du et al. 2016) while Villarsia is very much paraphyletic (for which, see also Njuguna et al. 2019). Many relationships within Nymphoides were initially poorly supported (Tippery & Les 2011), although improving in the study by Njuguna et al. (2019); the former noted extensive conflict between nuclear and plastome phylogenies, perhaps the result of hybridization.
Classification. Tippery and Les (2009) made the genera of the family agree with the phylogeny.
Previous Relationships. The iridoids of Menyanthaceae differ chemically from those of Gentianaceae, in which Menyanthaceae used to be included, although placentation, etc., are similar. Menyanthaceae were placed in Solanales by Cronquist (1981). Branched sclereids and air canals are similarities between Menyanthaceae and Nymphaeaceae, but both are aquatics.
[Goodeniaceae [Calyceraceae + Asteraceae]]: acetylenes +, inulin +; secondary pollen presentation + [flowers protandrous, anthers connivent at dehiscence, style elongates after pollen deposition]; pollen tectum spinulose, microperforate, columellae large, distally bifurcating; stigma dry, papillae all similar, involved in both pollen presentation and reception; K persistent in fruit.
Age. K.-J. Kim et al. (2005) date this node to (80-)64.5(-49) Ma, Tank et al. (2015: Table S1, S2) to around 59.8 or 56.1 Ma, Magallón et al. (2015) to about 57 Ma, Wikström et al. (2001: c.f. topology) to (43-)50, 44(-41) Ma, Naumann et al. (2013) to 52.4 Ma, Bell et al. (2010: also c.f. topology) to (50-)44, 40(-30) Ma, Xue et al. (2012) to only 39.7-39.0 Ma, and Wikström et al. (2015) to (63-)55(-49) Ma, although other recent estimates are much older, some (120-)78(-62) Ma to (130-)113(-66) Ma (Jabaily et al. 2014), ca 96.7 Ma (Denham et al. 2016) or (86.9-)75.2(-63.6) Ma (Panero & Crozier 2016).
Evolution: Divergence & Distribution. DeVore et al. (2007) comparse aspects of pollen wall ultrastructure of the three families. Although secondary pollen presentation occurs throughout this clade, there is considerable variation in the details of how it is done (Leins & Erbar 2003b, 2006 and references), so it is debatable whether or not it should be an apomorphy (see also Katinas et al. 2016).
Study of early capitulum development in Arnaldoa macbrideana (Asteraceae-Barnadesioideae) suggests that the capitulum there is built up of partial inflorescences with cymose branching, so perhaps linking the racemose heads of Asteraceae with the apparently rather different inflorescences of many Calyceraceae and Goodeniaceae (Leins & Erbar 2003b, see their polytelic thyrses). Acicarpha is the only Calyceraceae with n = 8, and it is also the only member of that family with a possibly plesiomorphic condensed spicate inflorescence (DeVore 1994). For a comparison of the pollen of the three families, see DeVore et al. (2007), for chromosome numbers see Semple and Watanabe (2009).
GOODENIACEAE R. Brown, nom. cons. - Back to Asterales
Herbs (woody, arborescent); O-methyl flavonols only, alkaloids +; cork also cortical; (vessel elements with scalariform perforation plates); (medullary vascular bundles +); nodes 1:1 (3:3, 5:5); branched sclereids +; indumentum variable, hairs often minutely warty; lamina margins entire to toothed; flowers split-monosymmetric; C induplicate-valvate, lobes with marginal wings; A basifixed; pollen (with intercolpar depressions); nectary usu. 0; G also , (placentation ± basal), style curved, vascular bundles 3-4, branching apical, branches divergent ["broccoli-like"], apical hairy pollen-collecting indusium and stylar cup, stigma initially included, bilobed; integument 6-20 cells across, hypostase +; synergids long, hooked, antipodal cells persistent; fruit dehiscing laterally, septicidal (and loculicidal); testa 7-14 cells thick, usu. with vascular bundle ± encircling seed, exotestal cells usu. palisade (crystalliferous), all walls (esp. inner) thickened, (hypodermal layers lignified); endosperm well developed; n = 9, x = 9, nuclear genome [1C] (0.069-)1.562(-35.202) pg; rpl16 intron missing.
12 [list]/430 - three groups below. Very largely Australian, Scaevola alone pantropical (map: esp. Leenhouts 1957b, excluding Scaevola).
Age. One age of crown-group Goodeniaceae is estimated at (90-)67.3(-53) Ma (Jabaily et al. 2014).
1. Dampiera, etc.
± Shrubby (rostte herbs); anthers connate; (pollen in planar tetrads, surface perforate-reticulate - Leschenaultia), (surface rugulate); stigma not protruding past the indusium; x = 9.
Age. The crown-group age of this clade is around (76-)59.2(-44) Ma (Jabaily et al. 2014).
3/97: Dampiera (66), Leschenaultia (20). Australia (S. New Guinea).
[Brunonieae + Goodenieae]: pollen microspinulose, spines acute, endapertures with distinct borders; stigma protruding past the indusium.
Age. The age of this node is (68-)52.1(-40) Ma (Jabaily et al. 2014).
2. Brunonieae G. Don
Herbs; inflorescence capitate, involucrate; K with filamentous hairs, C ± polysymmetric, commissural veins 0, lobes lacking marginal wings; pollen with colpar ledges + [= exine ridges on inner margin of colpi]; G superior, stylar hairs forming brush; ovule single, basal, erect; fruit indehiscent, achene/nut; testa thin-walled, compressed; endosperm 0, cotyledons massive; x = ?
1/1: Brunonia australis. Throughout Australia.
Synonymy: Brunoniaceae Dumortier, nom. cons.
3. Goodenieae Dumortier / core Goodeniaceae
Herbs, annual to perennial, to shrubs; (C spurred), (lobes lacking marginal wings); A adnate to base of C; pollen (with extexine bridges over pore), surface (striate/rugulate); (G superior); (fruit a drupe), (capsule - Velleia); (seeds winged); (anticlinal exotestal walls sinuous); n = 8 (7).
3/330: Goodenia (251), Scaevola (100). Throughout Australia, to New Zealand, Chile and China; Scaevola pantropical, with the coastal S. taccada in the E. and C. Pacific and Indian Oceans and S. plumieri in the W. Indian, E. Pacific and the Atlantic oceans (from van Balgooy 1975). [Photo - Flower.]
Age. The age of crown-group Goodenieae is estimated to be (48-)37.1(-27) Ma (Jabaily et al. 2014).
Synonymy: Scaevolaceae Lindley
Evolution: Divergence & Distribution. For records of fossil pollen, see Barreda et al. (2010a); Goodeniaceae were quite widespread on Gondwana.
Jabaily et al. (2014) discuss ideas about the origin (place equivocal) and time (quite a spread of ages) for the origin of Goodeniaceae.
Currently the family is largely restricted to Australia, Scaevola being the only widley distributed genus. There seem to have been six movements of Scaevola out of Australia, three reaching Hawai'i, where the genus is represented by the widespread S. taccada (= S. sericea), the tetraploid S. glabra, the only member of that lineage, and a clade of eight diploid species that may be derived from the American S. plumieri. Some diversification in Australian Scaevola may be associated with the aridification of the Nullarbor Plain some 14-13 Ma separating eastern and western clades (Crisp & Cook 2007).
Pollination Biology & Seed Dispersal. For the diversity of pollen presentation devices in the family, see Erbar and Leins (1988) and Leins and Erbar (2003b, 2010). In nearly all species the pollen is initially enclosed by the indusium, and is pushed out by the elongating style; the pollen of Brunonia, with its capitate inflorescence and flowers with straight styles, is held in a brush formed by stylar hairs.
The seeds of many Goodenieae in particular are myrmecochorous (Lengyel et al. 2009, 2010), others have circumferential wings that are mucilaginous when wetted (Jabaily et al. 2012).
Plant-Bacterial/Fungal Associations. There is some discussion about mycorrhizal associations in Goodeniaceae which are apparently sometimes ectomycorrhizal (Brundrett 2017a; Tedersoo 2017b; Tedersoo & Brundrett 2017 for literature, etc.).
Genes & Genomes. The mitochondrial genes cox1, atp1 and matR showed massive divergence (Barkman et al. 2007: Scaevola only sampled).
Chemistry, Morphology, etc.. The cortical bundles in the stem sometimes reported for the family are leaf traces.
For a morphometric analysis of corolla shape in core Goodeniaceae, see Gardner et al. (2016); slit-monosymmetric fan flowers are rather distinct from other other corolla "types". The lateral veins of the corolla of Brunonia unite in the receptacle (Erbar 1997).
See also Carolin (1978, 2006) for general variation and morphology, Gustaffson et al. (1997) for pollen morphology, Subramanyam (1950a) for embryology, Carolin (1966) for seeds and fruits, and Erbar and Leins (1988) and Cave et al. (2010) for the floral development of Brunonia.
Phylogeny. Relationships within Goodeniaceae are becoming fairly well understood (Gustafsson 1996a; Gustafsson et al. 1996; Jabaily et al. 2010, esp. 2012). There are two main clades, one includes Leschenaultia and allies, and the other Scaevola, a paraphyletic Goodenia and allies. Within the latter clade Brunonia is sister to the rest, and Gardner et al. (2015), using genome skimming (some conflict between relationships suggested by nuclear and those by chloroplast genes) found a strongly supported set of relationship in which Scaevola s.l. was sister to the rest, and again Goodenia was paraphyletic. Howarth et al. (2003) looked at relationships in Scaevola and found (rather low support) that the small section Enantiophyllum may be sister to the rest of the genus.
Classification. For a general account of most of the family, see Fl. Austral. vol. 35 (1992). Generic limits around Goodenia are difficult and the limits of the genus may have to be severely circumscribed (Jabaily et al. 2012; Gardner et al. 2015), or extended, as they have in the comprehensive study by Shepherd et al. (2020). Most of the numerous features in which Brunonia differs from other Goodeniaceae are autapomorphies (see above), and some of these features might seem to suggest relationships with Asteraceae (Gustafsson 1996a), but clearly the exclusion of Brunonia from Coodeniaceae, as by Cronquist (1981), makes Goodeniaceae paraphyletic (Jabaily et al. 2012).
Thanks. I am grateful to Mats Gustafsson for comments.
[Calyceraceae + Asteraceae]: inflorescence capitate, involucrate, with cymose units; flowers sessile, rather small, polysymmetric; C tubular, deeply lobed, commissural veins connate; A adnate to C, anthers postgenitally ± connate, filament collar +; pollen prolate, shape of colpus end equivocal, spines blunt, short, columellae [in endosexine] evenly spaced, internal foraminae, caveae, internal tectum 0, foot layer continuous, pollenkitt +; stylar vascular bundles branching near apex, branches parallel, pollen presented on stigma; fruit a cypsela/achene, K persistent, modified, involved in dispersal; genome duplication [palaeotetraploidy]; x = 8/9.
Age. These two clades diverged an estimated (49-)45.5(-42) Ma (K.-J. Kim et al. 2005), ca 48.8 Ma (Tank et al. 2015: Table S1, S2), ca 49.3 Ma (Magallón et al. 2015), ca 51 Ma (K. Bremer et al. 2004a), (56-)49(-47) Ma (Wikström et al. 2015), (61-)54.4(-49) Ma or older (Jabaily et al. 2014), or as much as (80.1-)69.5(-59) Ma (Panero & Crozier 2016), ca 76.5 Ma in Denham et al. (2016) and ca 74 Ma (C.-H. Huang et al. 2016) - or only ca 55 Ma in the latter. Another estimate: (90-)79(-72) Ma (Keeley et al. 2021).
Evolution: Divergence & Distribution. Asteraceae-Barnadesioideae and -Famatinanthoideae, the two basal clades in Asteraceae, and Calyceraceae are South American, and this whole clade may have originated there, indeed, the six basal clades in Asteraceae are all largely South American.
Katinas et al. (2016) discussed possible stylar apomorphies in Calyceraceae and Asteraceae, particularly Barnadesioideae, in some detail, and many of their suggestions are adopted here. For other similarities or possible synapomorphies, see DeVore (1994) and Lundberg and Bremer (2001, 2003), these include libriform fibres with simple pits and vasicentric parenchyma. Pesacreta et al. (1994) suggest similarities in the micromorphology of the filaments and connective bases between at least some members of Calyceraceae and Asteraceae.
Placement of characters like pollen with intercolpar depressions on the tree is difficult to ascertain (see also DeVore 1994; DeVore et al. 2000). Indeed, DeVore and Skvarla (2008) suggest that pollen characters thought to suggest a relationship between the two families are different in detail and are therefore not homologous, similarly, although both families have but a single ovule, the position and orientation of the ovule is such that the single ovule condition may well have been derived independently. Indeed, there are suggestions that the gynoecium of Calyceraceae is 5-carpellate (literature in Hellwig 2007), while that of Asteraceae is 2-carpellate, so the character "ovule single [per flower]" is to be found as an apomorphy for both families. I have placed several pollen characters at this node to help in interpreting the changes in pollen morphology within Asteraceae as detailed by Blackmore et al. (2009). The inflorescences of the two families can be interpreted as being fundamentally similar, despite the largely indeterminate construction of the asteraceous capitulum (see below).
Genes & Genomes. For a palaeotetraploidy (or palaeohexaploidy) event that can be placed at this node, see M. S. Barker et al. (2016a) and C.-H. Huang et al. (2016); this is described as being "at the base of the Asterids II clade" by Badouin et al. (2017: p. 148). For possible base chromosome numbers for this clade, see Denham et al. (2016).
Understanding more about the expression of CYC (Cycloidea) genes in this clade - and indeed in Asterales as a whole - is likely to be interesting. Chapman et al. (2012) note that Acicarpha (Calyceraceae) has only CYC2a, genes, Dasyphyllum (Barnadesioideae, flowers polysymmetric again) also has CYC2c genes, while the other Asteraceae studied all had CYC2b, d and e genes as well. Members of the CYC2c gene family are involved in the monosymmetric phenotype in which corolla formation on the adaxial side of the flower is more or less reduced (see also Garcês et al. 2016).
Chemistry, Morphology, etc.. Calyceraceae and Barnadesioideae have a similar simple flavonoid profile.
The distinctive capitulum of Asteraceae can be related to that of Calyceraceae, although the latter is more obviously made up of cymose units than the former; this is discussed in more detail at the beginiing of the section on Pollination under Asteraceae.
Previous Relationships. Both Cronquist (1981) and Takhtajan (1997) placed the two families in separate, if adjacent, orders.
CALYCERACEAE Richard, nom. cons. - Back to Asterales
Herbs; ?flavonols 0; cork?; nodes ?; pericyclic fibres 0; plant ± glabrous; lamina margins entire; inflorescence entirely made up of cymose units, (not always obvious, but a terminal flower - Acicarpha), flowering ± centrifugal, heads usu. homogamous, involucral bracts connate at base (+ along margins) (0 - Moschopsis; all flowers bracteate, polysymmetric; K connate, aerenchymatous or spine-like, C midvein proceeding to apex beyond fusion with laterals; GAC zone + [above K but below C/A tube]; anther base tailed, etc., filaments ± connate, anther ?exodermis +; pollen grains spheroid-rhomboid to ellipsoid, (prolate), with intercolpar depressions/0, also extexine bridges over pores, also colpar ledges + [= exine ridges on inner margin of colpi]), (spines 0); nectaries alternating with filament bundles, at apex of C/A tube, opening by abaxial slits at base of A tube; G , opposite K, (embedded in inflorescence axis), apex of style/stigma clavate (slightly bilobed), papillate; ovule single [per flower], apical, apotropous; apex of fruit with a conical body [persistent base of C and style], K ((some lobes) accrescent), (apex spiny); seed coat rather undistinguished, chlorophyllous, ; endosperm +; n = 8, 12, 13, 15, 17, 18, 20-22, x = 8, chromosomes small, 1.6-2.7 µm long, centromeres (sub)metacentric, mostly centromeric C-bands, interphase nucleus reticulate, chromocentres sharply differentiated.
8 [list]/46: Gamocarpha (13), Moschopsis (10). South America. Map: from Heywood (1978, S. part of range) and DeVore (1994). Photos - Acicarpha Habit, Calycera © H. Wilson., Undetermined Flowers.
Age. Acicarpha and Boopsis diverged ca 51 Ma (K. Bremer et al. 2004a) or (40-)22(-7) Ma (Wikström et al. 2015); (57-)39.2(-24.9) Ma are the estimates in Panero and Crozier (2016) and ca 27 Ma in Pozner et al. (2021).
Pollination Biology. There is secondary pollen presentation of the pump mechanism type; pollen is presented on top of the stigma, but there is neither indusium nor hairs, but when the stigma becomes receptive, it is covered in papillae (Erbar 1993).
Genes & Genomes. For some cytology, see Benko-Iseppon and Morawetz (2000b: one species).
Chemistry, Morphology, etc.. Cronquist (1981) described the flowers as being sometimes "slightly irregular"; they are commonly polysymmetric. There appear to be five carpels (e.g. Erbar 1993). The integument is described as being "thick" with the outer cell layers containing chloroplasts (Dahlgren 1915).
Some general information is taken from Hansen (1992), DeVore (1994), DeVore and Stuessy (1995), and Hellwig (2006), some details of morphology come from Pontiroli (1963), inflorescence development from Harris (1999: two species), floral development from Erbar (1993: Acicarpha tribuloides, very odd development), pollen morphology from DeVore et al. (2007), and embryology from Dahlgren (1915: one species).
Phylogeny. There are two main clades in the family, but details of relationships within those clades depend in part on whether nuclear ITS or chloroplast data are examined. Boopsis in particular is hopelessly polyphyletic, and the only possibly monophyletic genus is Acicarpha (Denham et al. 2016; c.f. Beaulieu & O'Meara 2018: tip branches very long, artefactual?). Relationships in the total evidence analysis in Pozner et al. (2021) are [[Leucocera [Gamocarpha + Calycera]] [[Acicarpha [Boopsis + Anachoretes]] [Moschopsis + Asynthema]]] - the position of the last genus in not totally clear.
Classification. Denham et al. (2019) and particularly Pozner et al. (2021) completely reworked the classification of the family; the classification in Pozner et al. (2021) is based on a total evidence tree.
Synonymy: Boopidaceae Cassini
ASTERACEAE Berchtold & J. Presl, nom. cons. / COMPOSITAE Giseke, nom. cons. et nom. alt. - Back to Asterales
Iso/chlorogenic acid, isoflavonoids, pentacyclic triterpene alcohols, terpenoid essential oils, (various alkaloids), a variety of fatty acids in the seeds, tannins, iridoids 0; (vascular tissue in a cylinder - woody taxa); (cork deep seated); (cortical or medullary vascular bundles +); cambium storied or not; (vessel elements with scalariform or reticulate perforations); nodes also 5:5; schizogenous secretory canals +; lamina vernation often conduplicate or revolute, margins various; capitulum with phyllaries in several series, lacking a terminal flower, cymose construction obvious in the area of the ray flowers, (reduced to a single flowers, reaggregated); receptacle scrobiculate, bracts/bracteoles 0; (heads heterogamous, gynomonoecy common), (some flowers [esp. ray flowers] monosymmetric); K reduced, C midvein 0 (?+), lobes of disc corollas usu. longer than wide; anther apical connective conspicuous, entire, basally calcarate [sagittate], caudate [theca with basal appendage], (laciniate), endothecial cells elongated parallel to main axis of anther [?level]; tapetum amoeboid (glandular); pollen grains bicellular, 37-49.1 µm in diam., exine 6.1-6.7 µm across; nectary annular; style often lacking starch and druses, arms [branches, lobes] short [1.4> mm long], stigma dry, surface continuous, papillae with a single function [pollen presentation or reception]; ovule single [per flower], basal, epitropous, integument (4-)6-20 [Smallanthus] cells across; antipodal cells often persistent, proliferating and/or multinucleate; K pappose in fruit, pappus capillary; (testa not vascularized), (± obliterated), exotesta ± palisade, lignified/undistinguished; endosperm scanty to 0, (nuclear); x = 9, protein bodies in nucleus, nuclear genome [1C] (0.146-)2.194(-32.88) pg.
1,620[list]/25,040 - sixteen subfamilies below. World-wide. Mmap: Vester (1940) and Hultén (1971). [Photo - Flowers, and more Flowers.]
Includes Asteroideae, Carduoideae, Cichorioideae, Corymbioideae, Dicomoideae, Famatinanthoideae, Gochnatioideae, Gymnarrhenoideae, Hecastocleidoideae, Mutisioideae, Pertyoideae, Stifftioideae, Tarconanthoideae, Vernonioideae, Wunderlichioideae.
Age. Crown-group Asteraceae are dated to some 42-36 Ma (K. J. Kim et al. 2005), (52-)43, 40(-31) Ma (Bell et al. 2010), or (44-)41, 40(-37) Ma (Wikström et al. 2001); other suggested ages are similar (Funk et al. 2009c for a summary; see also Torices 2010). However, Beaulieu et al. (2013a: 95% HPD) estimated a somewhat older crown-group age of (52-)49(-48) Ma, ages in Funk et al. (2014) are 47.6-47.3 m.y, in Swenson et al. (2012) they range mostly from (71.1-)52.6, 47.4(-45.4) Ma, in Panero and Crozier (2016) are as much as (74.4-)64.7(-55.1) Ma (see also Jabaily et al. 2014 for similar estimates), in C.-H. Huang et al. (2016) are ca 72.1 Ma (or only (53-)52.5(-52) Ma), while ca 61.4 Ma is the age in Denham et al. (2016), (91-)83.5(-64) Ma in Mandel et al. (2019) and (88-)75(-64) Ma (Keeley et al. 2021)... Another estimate is ca 49.6 Ma (Ackerfield et al. 2020). On the other hand, Heads (2012) thought that the mostly Antipodean Abrotanella, basal Senecioneae, diverged from the rest of the tribe in the Jurassic or Early Cretaceous, which would imply an age for Asteraceae as a whole of around 1,500,000,000 years, or about a third of that age, depending on which vicariance events you pick (Swenson et al. 2012).
Samant and Mohabey (2014) think that the Late Cretaceous palynomorph Compositopollenites from India is evidence that the family was around at this early date. Analysis of pollen from Antarctica dated 76-66 Ma suggests that it was from a barnadesiaceous plant, and a crown age for Asteraceae of around (91.5-)85.9(-82.4) Ma was suggested (Barreda et al. 2015: fig. 5, suppl.; see also discussion in Proc. National Acad. Sci. 113: E411, E412. 2016.), although other estimates, at (76.4-)67.9, 55.8(-53.6) Ma, are somewhat younger (Barreda et al. 2015: suppl.); Panero (2016) and Beaulieu and O'Meara (2018) question the placement of this fossil, which may in fact be stem [Calyceraceae + Asteraceae].
1. Barnadesioideae Bremer & Jansen
Plant ± shrubby to large tree; notably poor in flavonoids, flavones 0; hairs tricellular [epidermal cell undistinguished, basal cell short, thick-walled, terminal cell is longer, thin walls - throughout plant]; paired axillary thorns or spines [?= prophylls] + (0); (capilum reduced to a single flower); (receptacle hairy); (flowers ± monosymmetric, esp. 1:4); C hairy, (commissural veins not connate at apex of lobes); anther with apical connective rounded, (bifid), (not calcarate), (not caudate), filament usu. glabrous; pollen (lophate), (with intercolpar depressions), (spines +, small), exine with spongy network [?dist. in Ast.?], (± caveate), columellate-granulate [columellae sinuous], foot layer discontinuous; style-stigma types 4, unique, (style swollen - Fucaldea stuessyi), abaxially (minutely) rounded-papillate to smooth, branches short [ca 1:1 length:width ratio], apices rounded to cuneate, stigmatic surface continuous, vascular bundles at most entering base of arms; secondary pollen presentation pump/deposition/simple brush types; cypselas ?-ribbed, villous, foxy coloured, pappus uniseriate, various; exotesta short-palisade [Shlechtendalia]; endosperm cellular; n = 8, 12, 24-27.
10/87: Dasyphyllum (33), Chuquiraga (23). South America, esp. Andean. Map: red, see Karis et al. (1992), Ezcurra (2002) and Funk and Roque (2011). [Photo - Flower.]
Age. The age of crown-group Barnadesioideae is about 39.4-19.4 Ma (Funk et al. 2014: Dussenia), (48.7-)33.7(-23.6) Ma (Panero & Crozier 2016: Table S1), (48.8-)37.4(-25.6) Ma (Abrahamczyk et al. 2017a), or ca 64.3 Ma (Mandel et al. 2019: Schlecht.).
[Famatinanthoideae [[Stifftioideae + Mutisioideae] [[Wunderlichioideae + Gochnatioideae] [Hecastocleidoideae [Pertyoideae [Tarconanthoideae] [Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]]]]]]: anther base lignified; internal tectum +, homogeneous [?level]; pappus 2-5-seriate; 22.8 kb chloroplast DNA inversion, 3.3 kb inversion nested within it.
Age. The age of this node is around (66.5-)58.8(-51.4) Ma (Panero & Crozier 2016: Table S1) or ca 62.3 Ma (Mandel et al. 2019).
2. Famatinanthoideae S. E. Freire, Ariza & Panero
Cork deep-seated; stomata raised, with sub-stomatal cavity; leaves opposite, amphistomatal, petioles clasping; phyllaries 3-seriate; ray florets bilabiate [2:3], disc florets deeply lobed [ca 1/2]; anther with apical connective long, apiculate, sclerified; pollen surface microechinate/rugulate; style-stigma type unique, style abaxially with groups of large cells [= cobblestone-like], branches short, apices cuneate, stigmatic surface continuous; secondary pollen presentation pump (deposition) type; ?embryology; pappus 2-3-seriate, of dimorphic barbellate bristles; ?testa; n = 27.
1/1: Famatinanthus decussatus. N.W. Argentina. Map: see above, green.
[[Stifftioideae + Mutisioideae] [[Wunderlichioideae + Gochnatioideae] [Hecastocleidoideae [Pertyoideae [Tarconanthoideae] [Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]]]]]: often herbaceous; (benzofurans + [benzene + furan - C4H40 (heterocyclic) rings]); leaves usu. triplinerved; C lobing?, commissural vein fusion?; style arms long [>2 length:width rato]; cypsela with twin hairs [unicellular to uniseriate base, apical cell un/equally 2-armed], pappus capillary, developing late: ?genome duplication.
Age. The age of this node is about (62.7-)55.9(-49.2) Ma (Panero & Crozier 2016: Table S1), somewhere around 61.5 to 47.5 Ma (C.-H. Huang et al. 2016: three estimates), ca 56.4 Ma (Mandel et al. 2019) or ca 42.2 Ma (Ackerfield et al. 2020).
Panero et al. (2014) suggested that the macrofossil, Raiguenrayun cura, a capitulum from the Middle Eocene of Patagonia ca 47.7 Ma, and its associated pollen (Barreda et al. 2010b, 2012a), is assignable to this node.
[[Stifftioideae + Mutisioideae]: stigma apex ± rounded; secondary pollen presentation pump-type.
Age. The age of this clade is ca 54.8 Ma (Mandel et al. 2019).
3. Stifftioideae Panero - ?5 tribes.
(Plant ± shrubby); marginal, central flowers ± monosymmetric; (C lobes long, ± coiled); apex of anther appendage acute/apiculate; pollen spherical, surface echinate or not; style abaxially glabrous/(clusters of) short hairs, stigma (with marginal ridges), surface continuous; secondary pollen presentation (deposition/brush-type); integument 15-20 cells across, obturator +; cypsela 10-ribbed, glabrous (villous); testa cells elongated, anticlinal walls regularly thickened; endosperm cellular; n = ?
15/50: Gongylolepis (14). South Amarica, esp. Venezuela-Guyana, (southeast Asia, inc. Himalayan foothills).
Age. Crown-group Stifftioideae - [Stifftia + The Rest] - can be dated to (52-)27.4(-7.9) Ma (Panero & Crozier 2016: Table S1), while an age of ca 47.9 Ma was suggested by Mandel et al. (2019).
4. Mutisioideae Lindley - 3 tribes.
(Plant ± shrubby); (leaves soon deciduous - Aphyllocladus); (capitulae variously aggregated); (receptacle hairy); (heads heterogamous), (central flowers subligulate, etc.), (deeply lobed [1/3-1/2],) (lobing 4:1, 3:1); anther with apical connective rounded (acute), rarely calcarate; pollen ?shape, surface microechinate; style branches (short - e.g. Adenocaulinae), abaxially papillate only on branches, (sub)apical tuft of hairs, glabrous, stigma apex (truncate, or ± cuneate), (receptive zone marginal); secondary pollen presentation (brush-type); cypsela 5- or 10-ribbed, hairy to glabrous, (pappus uniseriate), (2-many-seriate, of dimorphic barbellate bristles; exotesta short-palisade (tetrahedral), pitted (3-layered; ± undifferentiated); endosperm nuclear; n = (6-)9(+); (genome duplication).
48/609: Acourtia (80), Mutisia (63), Leucheria (48), Chaptalia (40), Nassauvia (38), Trixis (38). South America, (North America, Africa, East Asia).
Age. The age of crown-group Mutisioideae is estimated to be (61.3-)52.5(-43.4) Ma (Panero & Crozier 2016: Table S1) or ca 48.2 Ma (Mandel et al. 2019).
Onoserideae Panero & Funk
Synonymy: Nassauviaceae Burmeister
vine, leaf blades with terminal tendrils (M.)
Synonymy: Mutisiaceae Burnett, Perdiciaceae Link, nom. inval.
[[Wunderlichioideae + Gochnatioideae] [Hecastocleidoideae [Pertyoideae [Tarconanthoideae] [Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]]]]: style arms ± rounded at the apex; x = ?
Age. This node can be dated to (69.1-)55.3(-48.6) Ma (Panero & Crozier 2016: Table S1) or ca 52.3 Ma (Mandel et al. 2019).
[Wunderlichioideae + Gochnatioideae]: Style (arms short), apex rounded.
Age. This clade is ca 50.3 Ma (Mandel et al. 2019).
5. Wunderlichioideae Panero & Funk
(Receptacle alveolate), paleaceous; (marginal flowers monosymmetric); apex of anther appendage acute to apiculate; pollen (spiny), ?other characters; obturator +; style arms and below with papillae in clusters, scale-like ["multiseriate"] or glabrous, stigma lobes ± adherent, otherwise surface continuous; cypsela 10-ribbed, hairy to glabrous, (pappus paleaceous), with phytomelan; testa cells longitudinally elongated, anticlinal walls with beaded thickenings; endosperm cellular; n = ?; 6 bp deletion in PEP subunit β rpoB gene.
4/35: Stenopadus (15). Venzuelan Guyana (E. South America, S.W. China - ).
Age. The age of crown-group Wunderlichioideae ([Wunderlichia + Hyalis]) is estimated to be (59.6-)46(-24.4) Ma (Panero & Crozier 2016: Table S1), while ca 47.5 Ma is the estimate in Mandel et al. (2019: 25 Ma without Cyclolepis).
6. Gochnatioideae Panero & Funk
(Plant ± shrubby); (receptacle alveolate); (heads heterogamous); apex of anther appendage ± apiculate; pollen ?shape, anthemoid[!]; style thickened just below arms, arms abaxially glabrous, sclerenchyma prominent, stigmas with marginal ridges; secondary pollen presentation pump-type; cypsela 5-ribbed, hairy, (pappus uniseriate); n = 22, 23, 27.
7/89: Anastraphia (33), Moquinastrum (21). South to Noarth (U.S.A.) America, esp. the Caribbean and southern South America.
Age. The age of crown-group Gochnatioideae is 24.9-23 Ma (Funk et al. 2014), (54.5-)36.7(-14.2) Ma (Panero & Crozier 2016: Table S1) or ca 18.8 Ma (Mandel et al. 2019).
[Hecastocleidoideae [Pertyoideae [Tarconanthoideae [Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]]: pollen grains spherical, columellae sausage-like; stylar starch and druses common; deletion in PEP subunit β rpoB gene.
Age. The crown age of this clade is some 38-32 Ma (K.-J. Kim et al. 2005), (58.1-)51.7(-45.7) Ma (Panero & Crozier 2016: Table S1) or ca 50.4 Ma (Mandel et al. 2019).
7. Hecastocleidoideae Panero & Funk
Shrubby; hairs multicellular, conical; leaves spiny; capitulae 1-flowered, grouped into synflorescence, synflorescence bracts attractive, but spiny; heads homogamous, all flowers polysymmetric, corolla 5-lobed; apex of anther appendage rounded; pollen tricolpate; style thickened just below arms, arms short, abaxially glabrous, apices rounded, sclerenchyma prominent; secondary pollen presentation pump-type; cypsela 5-ribbed, glabrous, pappus of laciniate scales ["with scale-like corona"], uniseriate; n = 8; 15 bp deletion in rpoB gene.
1/1: Hecastocleis shockleyi. Southwest U.S.A..
[Pertyoideae [Tarconanthoideae [Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]]: (heterocyclic sulphur compounds +) [thiophene/thiofuran - C4H4S - and oligomers]; leaf triplinerved?; capitulae variously aggregated, apical capitulum flowers first ["capitulescence cymose"]; pollen grains 3-nucleate [?always]; carpels of disc flowers [at least] superposed, sweeping hairs +[?]; [?cypsela rib # and indumentum], x = 10; genome duplication [= palaeohexaploidy - ?here], deletion and insertion in PEP subunit β rpoB gene.
Age. This node is about (55.5-)49.8(-44) Ma (Panero & Crozier 2016: Table S1), ca 54-42.5 Ma (C.-H. Huang et al. 2016: three estimates) or ca 44.5 Ma (Mandel et al. 2019).
8. Pertyoideae Panero & Funk
Herbs to shrubs; hairs conical, multicellular; flowers not bilabiate, corolla irregularly divided; pollen (with solid spines), (tricolpate); style arms rather short, abaxially with hairs (below branches), apices truncate, rounded to subacute, stigmatic zone confluent/inverted U-shaped; secondary pollen presentation pump/brushing-type; integument 12-29 cells across, obturator +; pappus usu. uniseriate, of (plumose) bristles; testa multiplicative, endosperm briefly nuclear; n = 12-15; 145 bp deletion in ndhI/ndhG intergenic spacer.
5-6/70: Ainsliaea (50). Afghanistan to East (and Southeast) Asia.
Age. The age of crown-group Perytoideae is about (38.8-)18.8(-2.6) Ma (Panero & Crozier 2016: Table S1).
[Tarconanthoideae [Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]: ?
Age. This clade is ca 42.2 Ma (Mandel et al. 2019) or ca 35.6 Ma (Ackerfield et al. 2020).
Pert, Gochnat, Stiff. - ovule bundle proceeds to end of integument, but only to chalaza in Gaillarda, Eclipta, Launea...
9. Tarconanthoideae S. Ortiz
Herbs to small trees; plant monoecious; style swolen at apex, branches short, apices rounded; carpopodium 0; testa collapsed, or thickening U-shaped.
3/24. Africa, inc. Madagascar.
Age. This clade is ca 27.1 Ma (Mandel et al. 2019).
9a. Oldenburgieae S. Ortiz
Anthers tailed, apical appendage +; pollen echinate; style branches abaxially ± papillate, stigma inverted U-shape, with marginal ridges; secondary pollen presentation pump-type.
1/4. South Africa, the Cape.
9b. Tarchonantheae Kosteletzky
(Plant dioecious), male flowers - hairs short, also on stylar shaft.
2/20: Brachylaena (14). Africa south of the Sahel, esp. South Africa, Madagascar.
[Dicomoideae [Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]: ?
Age. The age of this clade is around 41.8 Ma (Mandel et al. 2019).
10. Dicomoideae S. Ortiz - 2 subtribes.
Annual to perennial herbs or small trees; involucre pluri seriate, phyllaries coriaceous, pungent; receptacle alveolate or honeycombed/fimbriate between achenes; pollen echinate; style branches short/long, hairs abaxially, sweeping hairs at base of branches, sclerenchyma prominent; stigmatic surface continuous, with marginal ridge; secondary pollen presentation pump/special pump type; carpopodium 0; n = 11.
8/100: Dicoma (30), Pleiotaxis (35). Africa S. of the Sahara, Madagscar.
Age. Crown-group Dicomeae are ca 27.1 Ma (Mandel et al. 2019).
[Carduoideae [Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]: ?
Age. This clade is ca 41.5 Ma (Mandel et al. 2019).
11. Carduoideae Sweet - 12 subtribes.
Plant often herbaceous, commonly biennial; alkaloids +; (laticifers +), (resin ducts +); leaves dissected, teeth spine-tipped or not; flowers polysymmetric (monosymmetric); pollen (psilate), columellae "medium thickness", with internal tectum; style with ring of hairs/papillae below arms, stigmatic only on inner surfaces of branches; brush-type secondary pollen presentation common, (flowers touch-sensitive); (cypsela lacking twin hairs), (pappus uniseriate); exotesta long-palisade (with linea lucida)/(rather undistinguished); n = 9, 12.
73/2,520: Centaurea (695), Cousinia (655), Saussurea (400-493), Cirsium (250), Jurinea (>200), Echinops (120), Carduus (90), Serratula (70), Onopordum (60). World-wide, but most N. hemisphere, esp. Eurasia/N. Africa. Map: from Hellwig (2004).
Age. Crown-group Carduoideae are ca 42.2 Ma (Mandel et al. 2019; see also Ackerfield et al. 2020) or around (40-)34.1(-29.9) Ma (Herrando-Moraira et al. 2019).
Carl. + Card. ca 31.7 Ma (Ackerfield et al. 2020).
Card.: leaves/involucral bracts spiny; pappus barbellate/plumose, basal pappus tissue a cylinder; achene with apical elaiosome. The crown-group age of this group is ca 26.0 Ma (Ackerfield et al. 2020)
Synonymy: Acarnaceae Link, nom. illeg., Carduaceae Berchtold & J. Presl, Carlinaceae Berchtold & J. Presl, Centaureaceae Berchtold & J. Presl, Cnicaceae Vest, Cynaraceae Burnett, Echinopaceae Berchtold & J. Presl, Serratulaceae Martynov, Xeranthemaceae Döll
[Gymnarrhenoideae [Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]]: herbaceous habit esp. common; pollen echinate or lophate.
Age. This node is some (52.1-)46.8(-41.7) Ma (Panero & Crozier 2016: Table S1), somewhere between ca 52 and 41 Ma (C.-H. Huang et al. 2016: three estimates) or ca 40.6 Ma (Mandel et al. 2019).
12. Gymnarrhenoideae Panero & Funk
Plant annual or perennial, acaulescent (not), amphicarpic; (heads grouped into synflorescence), of two kinds; anthers lacking apical appendages or with a triangular appendage, ecaudate or with short obtuse ± connate tails; endothecium ± absent; ?pollen caveate, infrategular baculae +; stigmatic surface in two bands [Cavea]; pappus of scales or scabrid; n = 9, 10.
2/2. North Africa to the Middle East, also the Himalayas (Tibet, Sikkim, Szechuan).
[Vernonioideae [Cichorioideae [Corymbioideae + Asteroideae]]]: ?
Age. The age of this node is about (31-)28, 24(-21) Ma (Wikström et al. 2001), (37-)29, 27(-19) Ma (Bell et al. 2010), (51.1-)45.9(-40.9) Ma (Panero & Crozier 2016: Table S1), somewhere between 50.5 and 40 Ma (C.-H. Huang et al. 2016: three estimates) or ca 40.2 Ma (Mandel et al. 2019).
13. Vernonioideae (Cassini) Lindley - ?8 tribes, Vernonieae with 20 subtribes.
(fruits with phytomelan).
160/1,932: Vernonia (800-1000, but see Classification below).
Age. Vernonioideae are ca 35.1 Ma (Mandel et al. 2019).
Eremothamneae H. Robinson & Brettell, Platycarpheae Funk & H. Robinson, Arctotideae Cassini, Gorterieae Lindley
[Liabeae + Vernonieae]:
Age. The age of this clade is (63-)53(-43) Ma (Keeley et al. 2021).
Vernonieae Cassini - "the evil tribe" (inc. Moquinieae H. Robinson)
Age. The age of crown-group Vernonieae is (60-)51(-40) Ma (Keeley et al. 2021).
Synonymy: Vernoniaceae Burmeister
[Cichorioideae [Corymbioideae + Asteroideae]]]: 9 bp deletion in ndhF gene. [check: Kim, Jansen 1995]
Age. This clade is ca 38.6 Ma (Mandel et al. 2019).
14. Cichorioideae Chevallier - 14 subtribes.
Annual to perennial herbs to shrubs and rosette trees (vines); latex +; phyllaries ± various; heads homogamous, flowers perfect; C ligulate, ligule 5-lobed; anthers with elongate apical appendages, basal appendages calcarate/caudate; endothecium ± absent; pollen echinocolpate/echinate, [rest not checked] columellae aggregated under spines; style branches long, with sweeping hairs abaxially, also on shaft, stigmatic area continuous; secondary pollen presentation brush-type; carpels collateral, style arms usu. acute at apex, with long sweeping hairs; brush-type secondary pollen presentation common; exotesta ± undistinguished; n = (7-)9-10(-13).
93/1,500 (+ >7,500 microspecies): Crepis (200), Scorzonera (175), Lactuca (125), Lepidaploa (115), Tragopogon (110), Lessinganthus (100), Hieracium (90-1,050), Vernonanthura (65), Hypochaeris (60), Sonchus (60), also, not included in species numbers, Pilosella (20-80), Taraxacum (60->2,800). ± World-wide, but mostly north temperate, few tropical.
Age. Crown-group Cichorioideae are ca 23.5 Ma (Mandel et al. 2019).
Synonymy: Aposeridaceae Rafinesque, Arctotidaceae Berchtold & J. Presl, Cichoriaceae Jussieu, nom. cons., Lactucaceae Drude, Picridaceae Martynov
[Corymbioideae + Asteroideae]: pollen ± lacking columellae in endosexine spanning space above foot layer [= fully caveate], with internal foramina, spines pointed.
Age. The age of this clade is about (49.4-)44.4(-39.8) Ma (Panero & Crozier 2016: Table S1) or ca 38.2 Ma (Mandel et al. 2019).
15. Corymbioideae Panero & Funk
Plant perennial; sesquiterpene lactones 0, macrolides +; leaves linear, with parallel veins; heads with 1 flower, involucral bracts 2; C with broad, patent lobes; anthers black, apical appendage reduced, shortly sagittate, excaudate; style arms variable, with hairs abaxially to apex of shaft, apices truncate to tapered, stigmatic surfaces continuous; secondary pollen presentation brush-type; pappus of bristles or scales; n = 8.
1/9. South Africa, the Cape. Map: from Weitz (1989).
16. Asteroideae Lindley - 22 tribes.
(Plants shrubby), (annual); sesquiterpene lactones at biogenetic levels 3 and 4 [sic], (6,8-deoxygenation of flavonoids), benzopyrans, benzofurans, C10 acetylenes + [?level]; secretory canals 0[?]; (flowers bracteate); often radiate [ray florets [3 lobed], female/sterile], disc florets polysymmetric, perfect, C shallowly lobed; anthers (free), (black), (ecalcarate), ecaudate; pollen 25.0-34.3 µm in diam., colpus ends acute, (spines solid), (internal foramina 0), exine 2.3-4.2 µm across, with a double tectum; style arm hairs often rounded, only ± at the tip, stigmatic surface as two marginal bands; pump-type secondary pollen presentation common; (cypsela with phytomelan), (pappus paleaceous); n = (4-)9-10(-19 - Heliantheae, etc.); rbcL 6bp x 4 inversion, 15 bp deletion in rpoB gene; (5S and 35S ribosomal genes associated).
1,135/17,200: Baccharis (440: Ast), Mikania (430), Verbesina (300), Ageratina (290), Bidens (235/?340), Stevia (235), Anthemis (210), Erigeron (200), Pentacalia (200), Aster (180: Ast, Flora of North America vol. 20. 2006), Viguiera (180), Chromolaena (165), Solidago (150), Tanacetum (150), Espeletia (140: Mill), Olearia (130: Ast), Seriphidium (130), Ligularia (125), Achillea (115), Coreopsis (115/86), Anaphalis (110), Brickellia (110), Calea (110), Blumea (100), Koanophyllum (110), Euryops (100), Pectis (100), Wedelia (100), Symphyotrichum (90), Felicia (85), Fleischmannia (80), Pluchea (80), Pulicaria (80), Pteronia (80), Antennaria (70-several hundred), Brachycome (70), Cremanthodium (70), Diplostephium (70: Ast), Haplopappus (70), Packera (65), Perityle (65), Grindelia (50-75: Ast), Celmisia (60), Conyza (60), Gynoxys (60), Leontopodium (60), Metalasia (60), Monticalia (60), Parasenecio (60), Psiadia (60: polyphyletic). World-wide.
Age. Bergh and Linder (2009) suggested that diversification of Asteroideae began in the Eocene (56.6-)43.0(-29.6) Ma, as did Panero and Crozier (2016: Table S1) - (47.8-)43.2(-38.7) Ma, although most estimates are somewhat younger (Funk et al. 2009c), e.g. Pelser and Watson (2009), around 39-26 Ma, Mandel et al. (2019), ca 37.7 Ma; while at around 46-36.5 Ma C.-H. Huang et al. (2016: three estimates) gives one choices.
Synonymy: Athanasiaceae Martynov, Coreopsidaceae Link, nom. inval., Heleniaceae Rafinesque, Inulaceae Berchtold & J. Presl, Ivaceae Rafinesque, Madiaceae A. Heller, Matricariaceae J. Voigt, Partheniaceae Link, nom. inval., Tanacetaceae Vest, Xanthiaceae Vest
[Senecioneae, Calenduleae, Gnaphalieae, Anthemideae, Astereae]Doroniceae Panero, Inuleae Cassini, Athroismieae Panero
13. Astereae Cassini
/3080. , Emilia (120). Cosmopolitan.
Synonymy: Grindeliaceae A. Heller
13. Anthemideae Cassini
stem with endodermis [Artemisia].
/1,800: Artemisia (550). Widespread, mostly Old World.
Synonymy: Anthemidaceae Berchtold & J. Presl, Artemisiaceae Martynov, Santolinaceae Martynov
13. Calenduleae Cassini
/120. Mediterranean and tropical and especially southern Africa.
Synonymy: Calendulaceae Berchtold & J. Presl
13. Gnaphalieae Lecoq & Juillet —— Synonymy: Gnaphaliaceae Rudolphi, Helichrysaceae Link, nom. inval.
/1,240: Helichrysum (500-600), Gnaphalium (150), Pseudognaphalium (90), Rhodanthe (46),Ambrosia (40). More or less world-wide, esp. Australia.
Age. Nie et al. (2015) suggest that the crown-group Gnaphalieae are (35.3-)29.4(-24) Ma, while Bergh and Linder (2009) date it to (52.3-)34.5(-20.6) Ma.
13. Senecioneae Cassini
(Plants shrubby), (annual); pyrrolizidine alkaloids + [senecionines, also triangularines].
/3,500: Senecio (1250, or ca 10). Cosmopolitan.
Synonymy: Senecionaceae Berchtold & J. Presl, Tussilagaceae Berchtold & J. Presl
13. Heliantheae Cassini
Synonymy: Ambrosiaceae Berchtold & J. Presl, Helianthaceae Berchtold & J. PreslHelianthodae Athroismeae Panero, Feddeeae Pruski, P. Herrera, Anderberg & Francisco-Ortega, Helenieae Lindley, Coreopsideae Lindley, Neurolaeneae Rydberg, Tageteae Cassini, Chaenactideae B. G. Baldwin, Bahieae B. G. Baldwin, Polymnieae Panero, Eupatorieae Cassini, Millerieae Lindley, Madieae Jepson, Perityleae B. G. Baldwin.
13. Eupatorieae Cassini
(Plants shrubby), (annual); pyrrolizidine alkaloids + [esp. lycopsamines].
Eupatorium (1200 [s.l.] or 40 [s.s.]).
Synonymy: Eupatoriaceae Berchtold & J. Presl
Evolution: Divergence & Distribution. Papers in Funk et al. (2009a) summarize biogeography, clade ages, and much more for each tribe, while a number of ages are provided by Rivera et al. (2021) in which the focus is on Mexican taxa. For ages in Carduoideae, see Herrando-Moraira et al. (2019: note topology) and within Cardueae, see Ackerfield et al. (2020). Barreda et al. (2010a, esp. 2015, 2016) and also Panero (2016) discuss fossil pollen.
Depending on the identification of the grains, the subfamilies up to the Perytoideae [check] may all have diverged by the late Eocene about 34 Ma; other suggestions are of an (early) Oligocene radiation of the subfamilies (K.-J. Kim et al. 2005; Funk et al. 2005; M. S. Barker et al. 2008; Torices 2010). Alternatively, all of these subfamilies, apart from the Cretaceous Barnadesioideae, diverged rapidly, perhaps within 10 Ma, in the Palaeocene-early Eocene by around 50 Ma (Barreda et al. 2015; C.-H. Huang et al. 2016: Famatinanthoideae also diverged earlier); see also Funk et al. (2014) for dates. Using a rather different topology, Mandel et al. (2019) suggested that ca 20 Ma elapsed between the Cretaceous divergence of Barnadesioideae and the diversification of the rest of the family, which did not begin until the Palaeogene.
In any event, diversification of Asteraceae probably began in southern South America - the distributions of the basal clades are centred on South America (McDonald-Spicer et al. 2019). Subsequently there was movement to Africa, perhaps by way of islands on what are now the Rio Grande Rise and the Walvis Ridge; Asteraceae making this move may have evolved features common in island plants (Carlquist 1974) like more or less shrubby or tree-like growth forms (Katinas et al. 2013) and increased "seed" size (Kavanaugh & Burns 2014); a woody/shrubby habit is common in several of these early South American clades (Panero et al. 2104). With the earlier pollen-based date from the Antarctic suggested by Barreda et al. (2015: see above) movement around high southern latitudes is also plausible. Many clades then arose in the course of a subsequent radiation from Africa (Panero & Funk 2008; Funk 2009; Funk et al. 2009c; Mandel et al. 2019: ca 42 Ma; McDonald-Spicer et al. 2019; see also Kim & Jansen 1995). Panero and Crozier (2016: c.f. topology) suggest that the subfamilies from Carduoideae to Asteroideae on the tree (subfamilies 11-16 above) diverged within about 6.5 Ma of each other in the Middle Eocene in Africa, while Mandel et al. (2019) note that a somewhat different configuration of clades, but with similar included taxa (Tarconanthoideae (9 above) to tribes in the Asteroideae-Senecioneae area in the phylogeny above) diverged, and they estimated about the same time, around 42.2-36.3 Ma. Thus both South America and Africa are central to our understanding of the early spread and diversification of the family, and Mandel et al. (2019) link this early diversification to climatic changes then. There were important increases in diversification during the Eocene period just mentioned, and also within the Senecioneae and especially the Heliantheae alliances (Mandel et al. 2019: see Fig. 3). However, there are other scenarios, for instance, Samant and Mohabey (2014) thought that Asteraceae originated in Late Cretaceous India.
It is hardly surprising, given the size, distinctiveness and ubiquity of the family, that there should be speculation about what has caused its great diversification, whether the development of the capitulum itself, functionally a single flower and often with very high seed set, the storage of carbohydrates as unbranched-chain fructans, the diversity of secondary metabolites produced (see Calabria et al. 2009, etc.), or some other reason (see also Funk et al. 2009c; Panero & Crozier 2016). For possible apomorphic characters for the family and its major clades, see e.g. Hansen (1991), Jansen et al. (1991), Bremer (1994), Leins and Erbar (2000), Erbar and Leins (2000), Funk et al. (2009c), Roque and Funk (2013), Panero et al. (2014) and Telleria et al. (2015: emphasis on Barnadesioideae). Burleigh et al. (2006) suggest that by some measures Asteraceae do show a notable shift (increase) in morphological complexity. There was a palaeopolyploidy event involving most or all of the family, and Schranz et al. (2012) thought that although there was a lag time between this duplication event and subsequent diversification of the family, the two might be causally linked (see also Tank et al. 2015). More attention should be paid to the significance of pollination of Asteraceae by oligolectic bees (see below).
However, there are perhaps parallels with Poaceae, which coincidentally also have large-scale genome duplications and store carbohydrates as fructans, and also with angiosperms as a whole. Diversification in Asteraceae, like that in these other groups, is best explained by focussing on particular clades in the family rather than treating the family as a unit (Schranz et al. 2012; see also, perhaps, rate shifts in S. A. Smith et al. 2011; P. Soltis et al. 2019). Indeed, although Asteraceae contain about 8% of eudicot species, within Asteraceae, Asteroideae alone, the equal-youngest subfamily, include over 16,000 species, some two thirds of the family; most of the fourteen other clades have relatively few to very few species (see also Panero & Funk 2008; Panero et al. 2014; Panero & Crozier 2016), although Cichorioideae have ca 1,100 species, Vernonioideae ca 1,935 species and Carduoideae ca 2,400 species. Thus the successive clades in the tree above have around 90, 1, 660, 125, 1, 70, 25, 100, 2,400, 2, 1,935, 1,100, 9, and 17,200 species (figures largely from Panero & Crozier 2016, emended in the context of Mandel et al. 2019), not surprisingly, evolutionary rates within the family are highly heterogeneous (S. A. Smith et al. 2011). Places where diversification rates seem to have changed are rather different in Panero and Crozier (2016, q.v. for more details), perhaps because of where they assign particular fossils and also because of their more detailed sampling; they suggest shifts at the [Cichorioideae [Corymbioideae + Asteroideae]] node and in a largely American clade in the Asteroideae-Heliantheae alliance whose fruits have phytomelanin (for which, see also Mesfin Tadesse & Crawford 2014). C.-H. Huang et al. (2016) also discuss diversification in the family in the context of possible genome duplications. They suggest that there were increases in diversification rates in the [Carduoideae + The Rest] clade, within Asteroideae and in Barnadesioideae (the last only moderate - indeed), with decreases in diversification rates in Famatinanthoideae and Gymnarrhenoideae (C.-H. Huang et al. 2016). Note that the above set of stories have been made more or less compatible with the relationships suggested by Mandel et al. (2019).
Looking at individual subfamilies, Carduoideae (= the old Cardueae) are now primarily Mediterranean, and Barres et al. (2013) discuss their history in some detail. Much of the diversification in the Mediterranean-Central Asian Centaureinae may be Plio-Pleistocene transition and younger (Hellwig 2004). Diversification of the high-altitude species of Saussurea (Saussureinae) may have occurred in the context of the uplift of the Qinghai-Tibetan plateau within the last 14 Ma (Y.-J. Wang et al. 2009; see also L.-S. Xu et al. 2019, but c.f. chloroplast and nuclear topologies, also crown-group ages range from 18.5-8.1 Ma...), and Herrando-Moraira et al. (2020) also outline relationships here); estimates are within 2 Ma for the species from the Hengduan region in particular (Xing & Ree 2017). There have been other radiations of Asteraceae in this area (e.g. J. W. Zhang et al. 2011 and references).
Bell et al. (2012b) suggest that there has been rapid diversification of Tragopogon et al. (Cichorioideae) in Eurasia, probably ca 2.6 Ma or at least within the last 5.4 Ma. Dispersal of Arctotideae-Arctotidinae from South Africa to Australia probably happened within the last 14 Ma, more probably (4.4-)3(-1.7) Ma (McKenzie & Barker 2008).
Africa may have been the centre of origin of the speciose Vernonioideae-Vernonieae, and they moved to South America (the Brazilian Shield), and then along volcanic chains to North America (see Ecology & Physiology below). In the Old World Vernonieae moved north through East Afrca, again over volcanic rock, and thence east to China and Australia and the northern Pacific, including Hawaii (Keeley et al. 2021). A variety of dispersal events of different kinds (all told, 400 biogeographic events plus) have been implicated in these extensive movements (Keeley et al. 2021).
For some divergence dates in Asteroideae, see C.-H. Huang et al. (2016: table S3). J.-Q. Liu et al. (2006) suggest that the uplift of the Qinghai-Tibetan plateau is involved the diversification of the 200+ species of the Ligularia—Cremanthodium—Parasenecio clade (Asteroideae-Senecioneae), relationships within which are largely unresolved. Asteroideae-Gnaphalieae include around 1,250 species, and Nie et al. (2015) found that the three basal clades of the tribe were from southern Africa (also Andrés-Sánchez et al. 2018), the other main clades also originating there, overall, an African origin for the tribe seems likely although there has been extensive subsequent diversification in Australia (Schmidt-Lebuhn & Bovill 2021). Andrés-Sánchez et al. (2018) looked at diversification in this basal grade, emphasizing the association between life history and chromosome number: short life cycles (the annual habit) were correlated with low chromosome numbers (x = 4, 5, vs 7: Smissen et al. 2011). Bentley et al. (2017) focussed on the Relhania clade of Nie et al. (2015), nearly all from Madagascar, Africa, and the Greater Mediterranean area and sister to the rest of the tribe, a confusing group some of the members of which have characters found elsewhere in Asteroideae. Australasia was the next area to be colonized, and most speciation in the tribe as a whole has been within the last 23 Ma, i.e. is Miocene or younger (Nie et al. 2015, q.v. for much more detail). Bergh and Linder (2009) date the stem age of the some 550 species of the Australasian part of the tribe at around (22.1-)15.6(-9.1) Ma, and the crown age (20.6-)14.6(-8.3) Ma.
For some character evolution in Inuleae (inc. Plucheeae), see Nylinder and Anderberg (2015). Plucheinae are commonly plants of arid conditions that may have originated in southwest Africa (Namib, Kalahari) (Nylinder et al. 2016). Riggins and Siegler (2012 and references; see also Pellicer et al. 2010c) discuss the biogeography of Artemisia (Anthemidae), Eurasian in origin, and they discuss the extensive migration there - A. magellanica is related to north temperate taxa; Malik et al. (2017) suggest that the centre of the large subgenus Seriphidium was in Central Asia. See Strijk et al. (2012) for the dispersal of a polyphyletic Psiadia (Astereae) to Madagascar and thence to the Mascarenes.
Although Asteraceae are worldwide in distribution, around 14% of all Asteraceae - ca 3,300 species - are to be found in Mexico (3,113 species, 60% endemic, 417 genera: Rivera et al. 2021), Asteroideae-Eupatorieae alone having around 530 of its ca 2,000 species there (Schilling et al. 2015 and references), and there is a fair bit of diversification in the pine-oak forests there (Soejima et al. 2017). Clades of Asteraceae have also diversified notably in the Cape flora (Linder 2003), while Plucheinae (Asteroideae-Inuleae) are prominent in arid floras of the Southern Hemisphere (Nylinder et al. 2016).
Evolution of the considerable variation in pollen morphology in Asteraceae has often been understood using the distorting lens of pollen "types". However, Blackmore et al. (2009; see also Skvarla et al. 1977 for pollen terms) decompose these types into a number of individually-varying characters/states - note that some are still arbitrary, being divisions of continua - and then discuss their distribution on the Asteraceae tree; pollen characters provide apomorphies at various levels. Caveate pollen is found in Arctoteae and some Lactuceae, and may be more basal on the tree than it is placed here (as a synapomorphy for [Corymboideae + Asteroideae]). Indeed, Blackmore et al. (1984) noted that caveae are evident early in development in Gerbera (Mutisieae), but not later, and suggested that pollen grains of Asteraceae might all be caveate - however, the very definition of caveate is unclear (Blackmore et al. 2009). Blackmore et al. (2010), in a very interesting review, discuss pollen development, showing how self assembly of many pollen features is common, but that changes in the glycocalyx, the primexine matrix (made up of glycoproteins), and in pH, etc., affect details of this self assembly, and some of the more proximate variation is probably under genetic control.
Calabria et al. (2007) produced a phytochemical phylogeny at the tribal level. Svoma et al. (2019) looked at the evolution of staminal features in Barnadesioideae, of interest both becaue of staminal variation in Calyceraceae (see Pozner et al. 2021 for recent ideas of relationships there) and also in the other Asteraceae. For morphological variation in Barnadesioideae, see also Ferreira et al. (2021). Stuessy and Urtubey (2006) had earlier looked at corolla morphology in the subfamily.
Asteraceae, Islands, and Woodiness.
Asteraceae are prominent elements of the vegetation of oceanic islands and are noted for their high endemicity there (Lenzner et al. 2017; see Grossenbacher et al. 2017: high self-compatability; Cavanaugh & Burns 2014; Stuessy 2020). Carlquist (1966c, see also 1974) discussed the loss of dispersability in Hawaiian taxa, while Burns (2018) suggests that this is not the whole story. S. C. Kim et al. (2007) note that woody, island-dwelling forms have been independently derived within Cichorioideae-Sonchinae, and there is a radiation of woody species of Sonchus on the Mascarenes that can be dated to ca 8.9-8.5 Ma (Kim et al. 2008) and another of 11 species on the Juan Fernández Islands, where there have been three separate ca 181 km dispersal events (Stuessy 2010, the plants used to be called Dendroseris). Argyranthemum (Asteroideae-Anthemideae) is another major radiation on Macaronesia, although less studied recently (Francisco-Ortega et al. 1997).
The Hawai'ian clade that includes the silversword, Argyroxiphium sandwicense (Asteroideae-Madieae), is a classic example of both an island radiation and insular woodiness. It is descended from herbaceous tarweed-like ancestors of the Madia—Raillardopsis group from western North America. With some 33 species (currently placed in three genera, but forming a single clade) that diversified (6-)5.2(-4.4) Ma, it is a good example of hybridization between North American species (for which, see Barrier et al. 1999, also Stachys - Lindqvist & Albert 2002) followed by an adaptive radiation that includes species that are trees, shrubs and cushion plants and grow in anything from quite xeric to bog habitats. Perhaps the most spectacular member is the silversword itself, a monocarpic rosette plant often found in desert-like conditions on the sides of the volcanos (see e.g. Baldwin 1997; Baldwin & Sanderson 1998; Baldwin & Wessa 2000; Carlquist et al. 2004; Lim & Marshall 2017; Baldwin et al. 2021, also the Madiinae Showcase) - ages in Landis et al. (2018) are ca 5.1 Ma for the stem group, ca 3.5 Ma for the crown group, so there is a distinct evolutionary fuse, however, (3.1-)1.1(-1) Ma is the crown-group age in Nürk et al. (2019). Kaua'i was probably the island colonized first, and there has been both continued diversification on that island and also movement on to the younger islands that largely follows the progression rule - the younger islands have been colonized later (Landis et al. 2018; Shaw & Gillespie 2016 for the progression rule). Ecologically, there has been movement from dry to wetter habitats and with several adoptions of the bog habitat (Baldwin et al. 2021). Variation in foliar functional traits like venation density approaches that in angiosperms as a whole, but it shows little correlation with phylogeny (Blonder et al. 2016). Overall, regulatory genes showed an accelerated rate of evolution, but structural genes for the most part did not (Barrier et al. 2001). There is some chloroplast variation, and also intergeneric hybridization (Baldwin 1998). Overall, disparification (≡ Simpsonian adaptive radiation), plant height being emphasized, and diversification (= species number increase) has been rapid, the latter despite an increase in generation time in th woody taxa (Nürk et al. 2019): see also Hypericum, Hawaiian Lobelioideae, Echium and Lupinus for similar radiations on (sky) islands. Woodiness has also evolved in the tarweeds on the California Islands and adjacaent mainland (Nürk et al. 2019).
Bidens (Asteroideae-Coreopsideae) is also diverse on Hawai'i, where there are some 19 species with more variability in growth form, dispersal mode, etc., than in the whole of rest of the genus (there are ca 230 species), but as with many other taxa on the islands, there is little in the way of molecular variation or of genetic barriers between the species; diversification rates are high here, too (Baldwin 1998; Ganders et al. 2000; Keeley & Funk 2011; Knope et al. 2012). Here the achene, which commonly has retrorsely-barbed awns, may lose these barbs, or the awns as a whole, sometimes then becoming winged, etc., loss of the original dispersal mechanism being associated with movement into upland interior habitats (Carlquist 1966b; Knope et al. 2020b). Knope et al. (2020a, b, c) discuss relationships among the Hawaiian species. Hawaiian species of Bidens are part of a radiation of about 41 species in Polynesia that has been dated to as recently as (2.7-)1.6(-0.7) Ma (Knope et al. 2020b, q.v. for more dates); the monophyly of the Hawaiian species with respect to the rest of the Polynesian species is somewhat unclear, as is the ancestry of the whole clade (Knope et al. 2020b, c: somewhere in America). Overall, a very interesting example of adaptive radiation (Knope et al. 202b, c). Finally, Hesperomannia (Vernonioideae-Vernonieae) is another Hawaiian endemic, and its closest relatives (now placed in Gymnanthemum) are thought to be African, the two diverging (27-)26-17(-14) Ma, old for a Hawaiian endemic, so if this holds up there may have been intra-archipelago island hopping (H. G. Kim et al. 1998). See also Cyrtandra, Cyanea and relatives, Myrtaceae, see Diversity and Distribution for Metrosideros, early stages, Schiedea, and the Stachys area, etc., for other major Hawaiian clades.
The iconic stout-stemmed (pachycaul) giant senecios (= Dendrosenecio, 5-7 spp.: Asteroideae-Senecioneae) live on sky islands in East Africa (e.g. Hedberg 1964). They form a closely-related clade from the East African volcanoes that often grow in extreme conditions above 3,500 m; they show extensive parallel adaptations, and there has also been movement between the volcanoes and subsequent hybridization (e.g. Knox & Palmer 1995a, b; Tusiime et al. 2020 and references). They are not immediately related to other Afro-alpine species of Senecio s. str, which are found in five separate clades and represent 4-14 independent movements into alpine habitats (Pelser et al. 2007 for the phylogeny of Senecio itself; Kandziora et al. 2016b). The initial adaptations to montane conditions probably took place in the Drakensberg, to the south (Kandziora et al. 2016b), and there were also subsequent colonizations of South America and the Palaeoarctic, probably twice, one clade including annuals (inc. S. vulgaris, iconic in a different way) and the other, perennials of the mountains (Kandziora et al. 2016a). Within Senecio s. str. there has been intercontinental dispersal between areas with Mediterranean and desert climates (Coleman 2003). Espeletia (Ast.e-Millerieae) is a characteristic genus of the Andean páramo, and the basic condition for the genus is a branched, woody, rosette-like growth form - interestingly, tree growth forms have evolved ca 3 times from rosette forms (the reverse change has never occurred) and grow at somewhat lower altitudes than the bulk of the genus (Pouchon et al. 2018). The around 140 species of Espeletiinae (= Espeletia s.l.), which have diversified within the last (2.6-)2.3(-2.0) Ma, represent a substantial and very rapid diversification, much occurring in the early Pleistocene (Pouchon et al. 2018; Madriñan et al. 2013; Lagomarsino et al. 2016: see also Dianthus and Lupinus). There have been more or less independent radiations in the Venezuelan and Colombian páramos and extensive parallel evolution of growth forms (Diazgranados & Barber 2017; Pouchon et al. 2018). However, Heads (2019b) suggested that Espeletia arrived in the páramo after passive uplift that piggy-backed with the Andean orogeny, which would make the genus rather older. Other Asteraceae like Diplostephium are to be found in the páramo (Sklenár et al. 2011 and references; Vargas et al. 2017).
Woody Asteraceae are indeed common on ecological/actual islands, i.e. including mountains, throughout the tropics, and there the evolution of woodiness and distinct dispersal modes is common (e.g. Carlquist 1974). As Small (1919: p. 142) noted of the ability of Asteraceae to colonize places like Krakatau, "The Compositae, indeed, seem to have been formed with the mountains by the mountains for the mountains".
Ecology & Physiology. Growth form is notably labile in Asteraceae compared with that in most other campanulids, and many taxa are woody-herbaceous intermediates (Beaulieu et al. 2013b: the character there = woody vs herbaceous, but c.f. e.g. Carlquist 2013). As mentioned above, woody Asteraceae are common on ecological/actual islands, and more or less stout-stemmed (pachycaulous) trees have evolved a number of times on mountains. A number of species of Saussurea (Carduoideae) in the general Himalaya—Tibet—Hengduang Mountain region have evolved remarkable growth forms, including taxa like S. velutina, in which the young inflorescence is surrounded by large white leaves, apparently involved in keeping it warmer, also protection against ultraviolet light, etc. (Y. Yang & Sun 2009), S. laniceps, where the capitula are individually surrounded by a ruff of bracts, long white hairs, etc., S medusa, in which the dense leaves along the young inflorescence axis are completely covered by long white hairs, the blade itself being terminated by a long, recurved, spine-like apex, and so on. Climbing Asteraceae are prominent in montane forests of South America, some 470 scandent species being reported from the New World (Gentry 1991), and a number of these have leaf tendrils (Sousa-Baena et al. 2018b).
The storage of carbohydrates as unbranched-chain fructans may contribute to the ability of Asteraceae to live in the rather dry conditions that many of them prefer (John 1996).
Siniscalchi et al. (2021b) summarize work on photosynthetic mechanisms in Asteraceae. Some species of Flaveria and Pectis (both Asteroidae-Tageteae, but not immediately related) have C4 photosynthesis, some have C3, and some are intermediate with C2 photosynthesis. Details of the metabolic changes involved are quite well understood, and there have been two or more (depending on the phylogeny) shifts to the C4 condition, and another shift in Coreopsideae (Bläsing et al. 2000; McKown & Dengler 2009; Ludwig 2011a and references, b, c; Gowik et al. 2011; Schulze et al. 2013; T. L. Sage et al. 2013; Christin & Osborne 2014; Aldous et al. 2014: PEPC protein kinases; R. Sage 2016; Siniscalchi et al. 2021b). There are also proto-Kranz species (R. Sage et al. 2014). In C4 Flaveria carbonic anyhydrase (CA) becomes localized to the mesophyll cytosol, and changes in the CA gene that involved the loss of transit peptides paralleled comparable changes in the C4 Neurachne (Poaceae-Paniceae), although they were rather more extensive (Clayton et al. 2017). Overall, development of C4 photosynthesis here, with the bundle sheath accumulating organelles and the mitochondrial glycine decarboxylase and with interveinal distances decreasing, is quite similar to that in Boraginaceae and Poaceae (Khoshravesh et al. 2019; c.f. B. P. Williams 2013). Christin et al. (2011b) suggest a number of dates for C4 origins, and all are less than 4 Ma; the repeated changes in photosynthetic mechanism may reflect an underlying "predisposition" (McKown et al. 2005), as in the evolution of C4 photosynthesis in other groups. Lyu et al. (2015) using RNA-seq data found relationships differing somewhat compared with those suggested in earlier phylogenetic work. CAM photosynthesis seems to much less common, 31/33 records being from Senecioneae
For selenium hyperaccumulation, see references in Schiavon and Pilon-Smits (2016). There are some nickel hyperaccumulators in the family, and Orlowska et al. (2013) found that inoculation of Berkheya coddii (Card.) with arbuscular mycorrhizal fungi led to an increase in the concentration of nickel in particular in the vascular tissue of lateral roots, and the uptake of other elements was also affected.
Asteraceae as a whole quite commonly grow in soils developing over ultrmafic rock and in other extreme soil types. This is particularly pronounced in Vernonieae, i.a. found on iron-rich soils over volcanic rocks, hence ironweed, Vernonia itself, but also on other soils rich in iron, aluminium, calcium and/or magnesium, almost a signature of the tribe (Keeley et al. 2021).
Pollination Biology & Seed Dispersal.
The distinctive capitulum of Asteraceae, often with rays and disc flowers of very different morphologies (see e.g. Harris 1995 for much on inflorescence and flower development), has no terminal flower and seems to be basically racemose, unlike that of its sister taxon, Calyceraceae. However, it can be derived from the inflorescence of the latter with its cymose lateral branches if these latter are reduced to a single flower (e.g. Pozner et al. 2012). Claβen-Bockhoff and Bull-Hereñu (2013) suggest that the capitulum develops centripetally by apical fractionation, although they note that in supercapitulae (capitulae of capitulae) the development of the whole inflorescence may be centrifugal - as may be the development of capitulae in ordinary inflorescences (Liatris (Ast.-Eupatorieae) is a good example) and that of the ray flowers in particular. Thus in Gorteria the outermost (ray) flowers develop centrifugally and more slowly than the acropetally-developing more central (disc) flowers (Philipson 1953, Harris 1995 and references; Leins & Erbar 2003b; Thomas et al. 2009), and there are several cases where the peripheral flowers develop more or less centrifugally (literature summarized by Pozner et al. 2012). Interestingly, both those Calyceraceae which have an inflorescence most similar to that of Asteraceae, and those Asteraceae with some centrifugal development of flowers that can perhaps be linked with the cymose part inflorescences common in the outgroups to Asteraceae, are derived within their respective families (see also Pozner et al. 2012; Denham et al. 2016: phylogeny of Calyceraceae). However, the development of the capitulum of Gerbera, in the more basal Mutisioideae (Mutisieae), and the role that the LFY gene plays in both inflorescence and floral development is compatible with the interpretation that ray flowers correspond to these lateral branches of the inflorescence of Calyceraceae (Zhao et al. 2016; see also Bello et al. 2013: Anacyclus). For the role that auxin plays in the patterning of the capitulum and regulating genes involved in the development of the florets, see Zoulias et al. (2019). Note that the floral bracts in some Asteroideae-Heliantheae (the tribe includes taxa that were in Eupatorieae) have been reacquired more than once and are certainly not plesiomorphic in the family as was once thought (see e.g. Harris 1995 for literature). In plants like Cirsium the involucre is well developed, the inflorescence bracts perhaps continuing the phyllotactic spiral of the stem, and the spiral phyllotactic lattice of the bracts developing into the spirals of the flowers. However, in taxa like Gerbera with a scapose inflorescence there is no lattice, the bracts starting to initiate almost simultaneously, a lattice of florets arranged in parastichies then developing (see Zhang, Cieslak et al. 2021 for details).
Overall, the flower-inflorescence distinction has become blurred in Asteraceae, and at the functional and also the molecular developmental level there are surprisingly close parallels between these inflorescences and flowers (T. Zhang & Elomaa 2020). The capitulum is functionally very much like a flower, with the ray flowers the equivalent of petals, and just as the common petal numbers in angiosperms (3, 5) are sequential members of the Fibonacci series, so are the common ray flower number in Asteraceae (5, 8, 13).
The whole capitulum can become reduced to a single flower, and such single-flowered capitulae usually aggregate and form a supercapitulum. A version of a supercapitulum in which each aggregated capitulum has a number of inflorescence bracts and more than a single flower is to be found in Pterocaulon (Ast.-Inuleae), while in Echinops (Card.) there is a spherical head of numerous 1-flowered capitulae. The achenes in such supercapitulae generally lack a pappus, and the individual flowers of the reduced head surrounded by a keeled involucral bract may all be dispersed together (synaptospermy: Claßssen-Bockhoff 1996b; Katinas et al. 2008a; Katinas & Forte 2020). There may also be yet another round of aggregation (Claßssen-Bockhoff 1996b for details; Harris 1994 [Caenozoic capitulae], 1999; Leins & Gemmeke 1979; Katinas et al. 2008a). Supercapitulae have evolved at least three times in Vernonioideae, perhaps with reversion to normal capitulae (Loeuille et al. 2015a), and a couple of times in Inuleae s.l. (Nylinder & Anderberg 2015), Fucaldoa (Barn.). The presence of supercapitulae has been thought to be of taxonomic importance (Loeuille et al. 2015a).
Some genes whose expression is normally restricted to individual flowers may be more widely expressed in the capitulum as a whole, as well as in vegetative shoots (Ma et al. 2008). Disc flowers are quite often polysymmetric and the ray flowers monosymmetric. This monosymmetry seems to be caused by the CYC2c gene family, different members of which have been independently coopted by different taxa in Asteraceae (Chapman et al. 2010). Although the genes involved in the development of monosymmetric flowers of Senecio vulgaris are homologous to those in Antirrhinum (Plantaginaceae) they are regulated and expressed differently, growth in the adaxial part of the corolla being reduced and that in the abaxial part increased, hence the ray phenotype (Garcês et al. 2016). Of course, the common ancestor of Plantaginaceae and Asteraceae is likely to have had polysymmetric flowers (see Euasterids below). Interestingly, Dasyphyllum (Barn.) lacks members of the CYC2b, d and e gene families common elsewhere in Asteraceae, while Acicarpha (Calyceraceae) also lacks CYC2c genes (Chapman et al. 2010).
Whether a capitulum, supercapitulum, or something else, the whole inflorescence functions as a kind of polysymmetric/haplomorphic flower in terms of attracting pollinators, the ligulate ray flowers, when present, being the "petals". Insect - especially bee - pollination occurs throughout the family, for bird and wind pollination, see below. Pollinators of Asteraceae might seem not to be very selective, since the frequent and diverse insect visitors so obvious on a capitulum of any size trample around on top and appear to pollinate indiscriminately as they go, but this may not be quite true. Effective pollination is commonly carried out by a variety of broadly oligolectic small and often solitary bees belonging to Andrenidae (not in Australia) and Colletidae. These form complex and partly learned associations with individual species of Asteraceae; both bees and Asteraceae are common in drier areas, but similar associations occur in Europe. In the western Palaearctic about one third of the megachilid anthidiine bees studied (26/72) specialized on Asteraceae - this was five times more than on the next family, Fabaceae - and all but two of these bees specialized on a single tribe (Müller 1996). Moldenke (1979b) estimated that in North America about 525 bee species, well over one third of the total number of oligolectic bees, were restricted to Asteraceae (see also Fowler 2016). Thus some species of north temperate Colletes (plasterer bees) specialize on Asteroideae, other species rarely visiting them; specialization on flowers of Asteraceae has evolved three or four times there (Müller & Kuhlmann 2008). 84/85 species of Andrena subgenus Callandrena s.l. (genus polyphyletic, convergence because of food preferences? - Larkin et al. 2006) are found exclusively on Asteraceae, and Larkin et al. (2008) discuss diet breadth, host switching, etc.. Several species of oligolectic bees may visit the one species of sunflower, 39 species of oligolectic bees (mostly Andrenidae and Anthophoridae) and 22 species of polylectic bees visiting 21 species of Helianthus regularly for pollen. Note that some features of floral architecture here were affected by climate and soil (Mason et al. 2017) and that views of the flowers under UV and visible light can be dramatically different (Moyers et al. 2017). At most few of the bees were obligately associated with Helianthus, most also working other species of Asteraceae; all told, 284 species of bees visited sunflowers for pollen, 128 species for nectar (Hurd et al. 1980; also Minckley et al. 1994). It is common for several species of oligolectic bees to visit the one composite species (Linsley 1958; Moldenke 1979b; Lane 1996; Minckley et al. 1999; Müller & Kuhlmann 2008; Praz et al. 2008; Kuhlmann & Eardley 2012; Vogel 2016). Schemske (1983) noted that 11-20 species of bees, and over twice as many species of insects in general (in both cases, sometimes many more), commonly visit a single species of Asteraceae; Vásquez and Aizen (2004) discuss such asymmetries in plant-pollinator relationships. Kemp et al. (2018) noted that details of the common colour patterning of the capitulae of Asteraceae - often there is a black centre - in different communities in the Succulent Karoo of South Africa were associated with the identity of the dominant pollinating fly. Asteraceae in the drier areas of southwestern Africa, including Namibia, are much visited by non-Apis bees, which also visit Aizoaceae there (Kuhlmann & Eardley 2011) - the two do have grossly similar flowers; the bees are also important visitors on Zygophyllaceae and Fabaceae.
However, the story is more complicated - and interesting. Pollen of Asteraceae-Asteroideae and -Cichorioideae, at least, may be unsuitable food for many bees. It may lack essential amino acids, have generally lower amino acid (e.g. arginine in Asteroideae) and protein concentrations than other pollen, or contain harmful secondary metabolites (Waser et al. 1996; Müller & Kuhlmann 2008; Praz et al. 2008; Goulson 2010; Sedivy et al. 2011). Consequently, some bees actively avoid collecting pollen from composites, and if bees that are not Asteraceae specialists are fed pollen of Asteraceae, their larvae may die (Sprear et al. 2016 for references). Thus female bumble bees may get covered in pollen as they collect nectar, yet they do not transfer that pollen to their corbiculae (Neff & Simpson 1990; Goulson 2010) - but note that spiny pollen in Malvaceae is not collected by corbiculate bees because of the spines/pollen kit (Lunau et al. 2015). This would not stop them being effective pollinators (and might even enhance their effectiveness - dirty bees pollinate better), and it may be connected with the fact that their larvae eat pollen and nectar, hence potentially being exposed to the deleterious effects of pyrrolizidine alkaloids (for example); note that honey bee larvae eat bee jelly produced by nurse bees in which the levels of these alkaloids (in Boraginaceae, at least) have been much reduced (Lucchetti et al. 2018). Brood parasitism (kleptoparasitism) is common is the solitary bees that are common on Asteraceae, yet nests of the megachilid Osmia mason bee feeding on asteraceous pollen (but not those feeding on pollen from other families of plants) were never parasitized by Sapygia wasps, and survival of the larvae of these wasps was reduced when they were fed pollen of Asteraceae (Spear et al. 2016).
Barreda et al. (2010b, 2012a) suggested that the flowers of Raiguenrayun, known from the Middle Eocene of Patagonia ca 47.5 Ma, might be pollinated by birds, but hummingbirds, the iconic bird pollinators of the New World, are known only from Europe at that time (e.g. Mayr 2004), so bird pollination is unlikely/other birds were involved (see also Panero et al. 2014). Bird pollination is rather uncommon in Asteraceae (Cronk & Ojeda 2008; Erbar & Leins 2015), although Vogel (2016) suggested that at least 60 species of the family were pollinated by birds, and around 45 of these were pollinated by hummingbirds. Abrahamczyk et al. (2017a) noted that a clade of the barnadesioid Chuquiraga was pollinated by Oreotrochilus, but although the stem ages of flower and bird were fairly similar, the crown ages were not, being ca 7.1 and 1.6 Ma respectively.
Secondary pollination presentation occurs throughout Asteraceae. The devices involved have been divided into three main types - the drag type, pollen grains attaching to microhairs on the style, the brush type, where hairs on the outside of the style/style arms sweep up the pollen, and the pump type, pollen accumulating in the hairs on the apices of the style arms as they move up the tube formed by the connate anthers; different types tend to predominate in individual subfamilies (Anderberg et al. 2007; Erbar & Leins 2015: a slightly different typology). Leins and Erbar (2003b) suggest an evolutionary sequence for pollen presentation devices, and later they optimise features involved in such devices on a phylogenetic tree, the emphasis being on the basal pectinations of the family - as they note, variation is extensive there, perhaps especially so in Barnadesioideae (Erbar & Leins 2015). Within Barnadesioideae, sister to the rest of the family, secondary pollen presentation is of the drag type (as in at least some Calyceraceae) or by an unspecialised type of brush mechanism (e.g. Erbar & Leins 2000, 2015; Leins & Erbar 2006). However, variation in style morphology was found to be considerable and it did not fit easily into the three types mentioned, and so-called intermediate morphologies further confused the issue - function rather than phylogeny seemed to driving the variation (Torres & Galetto 2006). A number of Carduoideae, especially Centaurineae, have touch-sensitive stamens. Here the filaments contract when the flowers are touched by the pollinator, and the pollen is then forced out of the anther tube by the stigma; this pump-type pollination mechanism appears to have arisen more than once, and is associated with short and sticky, not long and dry, stigmas and smooth, not spiny, pollen (López-Vinyallonga et al. 2009). Stigmatic papillae either cover the inside of the style branches or they are organized into two marginal bands (Bremer 1994).
Erbar and Leins (2020) have recently summarized stylar morphology in Asteraceae as a whole in the context of its function, particularly in secondary pollination, and in the context of the phylogeny of the family.
In the >500 species of wind-pollinated Asteroideae the heads usually have either staminate or carpelate flowers. In male heads the anthers are free and the capitulae are often pendulous, and the pollen grains have lost their spines. Since the carpelate heads may have only a single flower, the end result is a breeding system very much like that of other wind-pollinated plants like Fagales - monoecy, aggregated pollen-producing units, and female reproductive units that produce a single-seeded fruit. For the phylogeny, genome evolution, etc., of the wind-pollinated Artemisia (Anthemidae), with its multiple invasions of the Arctic (polyploidy is apparently not involved), see Vallès and Garnatje (2005), Sanz et al. (2008), Trach et al. (2008) and Malik et al. (2017). Martin et al. (2017) and Tomasello et al. (2018) discuss relationships in the largely New World Ambrosia (Heliantheae) and Tomasello et al. (2018) in Ambrosiinae as a whole, many members of which have uncinate- or straight-spiny fruits.
Breeding systems in the family are very diverse (e.g. Burtt 1961, 1977a), and the evolution of different flower types in Inuleae (Asteroideae) has been examined by Torices and Anderberg (2009). Although protandry is very common, when there are different flower types, interfloral protogyny predominates (Bertin & Newman 1993). Dioecy has evolved from monoecy and back again in Leptinella (Cotula s.l.: Himmelreich et al. 2012). Apomixis is common in Asteraceae, especially in Cichoroideae, as in Taraxacum (see Taraxacum absurdum van Soest; perhaps >2,800 species in around 60 sections), Hieracium and Crepis, and Asteroideae-Gnaphalieae, e.g. Antennaria, with 5 polyploid agamic complexes (Thapa et al. 2020a, b) and Gnaphalium (see Asker & Jerling 1992, Hojsgaard et al. 2014, and Hörandl et al. 2007 for general literature on apomixis). Mráz et al. (2020) describe a new diploid Hieracium from southern Europe - there are a few other such species there, and hybridization, polyploidy and apomixis then generates the diversity of extant hawkweeds. The study of by Babcock and Stebbins (1938) remains a classic account of an agamic complex (see also Sears & Whitton 2016). ?sporophytic incompatibility system?
Most diaspores (= fruits, achenes, neither strictly correct) are crowned by a plumose pappus, a highly modified calyx, which may be uni- to pluriseriate, associated with other pilose structures (such fruits are cypselas), or there may be scales varying in morphology and position (Yu et al. 1999; Glover et al. 2015: confirmation at the level of gene expression; Small 1918; Mukherjee & Harris 1995; Mukherjee & Nordenstam 2008 and references for variation). The hairs that make the pappus up are themselves sometimes hairy, and wind dispersal is very common in Asteraceae. How the fruits fly has been analyzed by Anderson (1993) and how those of a dandelion in particular fly - a separate vortex ring develops - by Cummins et al. (2018); the results of the latter should be extended to pappuses with different morphologies. A number of taxa are dispersed by animals, whether by retrorsely-barbed awns (most Bidens) or hooked inflorescence bracts (Arctium), or by myrmecochory, the fruits having some sort of elaiosome, as in Centaurea (Carduoideae) and Osteospermum (Asteroideae: Lengyel et al. 2009); for myxocarpy, which occurs in epappose taxa like Artemisia and relatives, see Kreitschitz and Vallès (2007), Western (2011) and Kreitschitz and Gorb (2017). Diaspore dimorphism is quite common in the family (Imbert 2002; Song & Wang 2015 and references), with different fruit types from the one capitulum having different germination requirements (see also Kadereit et al. 2017 for discussion). Heterocarpy (and semelpary) seems to be the basic condition in Picris, homocarpy and iteroparity being derived (Slovák et al. 2017)
Plant-Animal Interactions. The flowers of some Senecioneae and Eupatorieae (Asteroideae) are visted by male Danainae and Ithomiinae (butterflies) and Arctiinae and Ctenuchidae (moths) and of larvae of Arctiinae because the pyrrolizidine alkaloids (PAs) they contain form the basis of their pheromones, or of compounds that other organisms find distasteful (see also Crotalaria, Apocynaceae, Boraginaceae and and Heliotropaceae: Edgar et al. 1974; Fiske 1975; Ackery & Vane-Wright 1984; Brown 1987; Weller et al. 1999; Anke et al. 2004; Opitz & Müller 2009). Singer et al. (2009) discuss self-medication by arctiid caterpillars on food containing high concentrations of pyrrolizine alkaloids, while Zaspel et al. (2014) discuss the phylogeny of Arctiinae and the evolution of pharmacophagy there (see also Hartmann 2009; other articles in Conner et al. 2009). The two tribes of Asteroideae that synthesize PAs, Senecioneae and Eupatorieae, are not immediately related, their predominant PA types are different, and they synthesize PAs in different parts of the plant, so there has been independant evolution of these alkaloids within the subfamily, yet at the same time in both the critical homospermidine synthesis gene evolved by gene duplication and there are still more general parallelisms at the molecular level in pyrrolizine alkaloid synthesis (e.g. Reimann et al. 2004; Langel et al. 2010; Livschulz et al. 2018a). PAs and pentacyclic triterpene saponins obtained from Asteraceae and variously modified are also found in the secretions of the defensive glands of some Chrysolina and Platyophora beetles (Chrysomelidae) (Pasteels et al. 2001; Termonia et al. 2002; Hartmann et al. 2003). Sesquiterpene lactones from Asteraceae are also sequestered by insects (e.g. Pasteels et al. 2001).
PAs protect the plants that have them against some herbivores, although individual alkaloids in Senecio section Jacobaea are readily and seemingly randomly gained and lost during evolution by the switching on or off of the genes involved in their synthesis, and there is also much variation in the amount of individual PAs (Pelser et al. 2005). The phytomelanin of the black cypselas in plants of the Heliantheae alliance may protect the fruits from dessication and also from the attentions of insect larvae (Pandey et al. 2014a; for phytomelanin, see also Mesfin Tadesse & Crawford 2014). There is literature on the effects of asteraceous metabolites on insects in Calabria et al. (2009).
Caterpillars of Nymphalidae-Melitaeini butterflies are common on Asteraceae, as well as on Lamiales, from whence they probably moved less than 50 Ma (Wahlberg 2001; Nylin & Wahlberg 2008; Nylin et al. 2012), a move perhaps associated with an increase in their diversification rate (Fordyce 2010). Caterpillars in a clade of Nymphalidae-Heliconiinae-Acraeini utilise primarily Andean Asteraceae, probably switching from host plants in the Passifloraceae area (Silva-Brandão et al. 2008), but in this case without a change in diversification rates (Fordyce 2010). Most of the ca 1,000 species (Wikipedia xi.2017) of the tortricid leaf-rolling Cochylini are found on Asteraceae, and their divergence has been dated to ca 43 Ma, consistent with their adoption of Asteraceae as a food source (Fagua et al. 2017: relationships in this area of Tortricidae unclear).
Within Carduoideae the stout root stocks and large flower heads in particular are resources for the numerous herbivorous insects that specialize on this clade. More than fifty genera of specialized thistle insects, including representatives of Zygaenidae, Tortricidae, Pterolonchidae (all Lepidoptera), Curculionidae (Coleoptera), Tephritidae (Diptera), Tingitidae (Hemiptera) and Cynipidae (Hymenoptera), are found on Carduoideae of the west Palaearctic region, although their numbers are not great considering the diversity of Carduoideae there (Zwölfer 1988; Csoka et al. 2005; Brändle et al. 2005 and literature). All these herbivores are particularly abundant in the Mediterranean region, which is perhaps where Carduoideae evolved (Zwölfer 1988). Introduced insects including a weevil and the dipteran tephritid Urophora are often very effective biological control agents of introduced Carduoideae in North America and other parts of the world (Redfern 2011). Tephritid flies are particularly noteworthy on Carduoideae, either eating fruits, exudates they induce from the plant, or forming galls in the stem or inflorescence (Korneyev et al. 2005, esp. Urophora; Redfern 2011). They are also common on other species of the family pretty much world-wide (e.g. Prado & Lewinsohn 2004; Norrbom et al. 2010), and tephritid-induced (Eurosta) ball galls on the stems of Solidago (Asteroideae) growing in the prairies of North America are conspicuous in the late summer (Abrahamson & Weis 1997; Helms et al. 2017: priming of plant defences by volatile emissions of males). Interestingly, Prado and Lewinsohn (2004) found that related species of Asteraceae in the Espinhaço mountains or Minais Gerais, Brazil, tended to support a similar tephritid fauna which, however, might not be made up of taxa that were immediately related.
Agromyzid dipteran leaf miners have diversified in north temperate Asteraceae; these insects prefer plants with noxious secondary metabolites (Winkler et al. 2009). There are an estimated 5,000 species, most undescribed, of the galling cecidomyiid Alycaulini that have diversified in the last 30 Ma, and most are to be found on Asteraceae (Dorchin et al. 2019; see also Stireman et al. 2010). Ceutorhynch seed weevils are quite commonly found on Asteraceae; the weevils have moved on to the family perhaps four times, and there have been movements on to other hosts (Letsch et al. 2018).
For the trenching behaviour of herbivores on Asteraceae, see Dussourd (2016).
A number of Asteraceae are quite densely and viscidly hairy, and insects may become trapped on the leaves and eaten by mirid bugs of subtribe Dicyphina in particular that are able to walk easily in such conditions (Wheeler & Krimmel 2015; LoPresti et al. 2015). Nitrogen, mainly ultimately from the trapped insects, may be taken up by the leaf (Spomer 1999).
Plant-Bacterial/Fungal Associations. Ectomycorrhizae have been reported from a number of Australian Gnaphalieae (Warcup 1990; see also Tedersoo & Brundrett 2017), but there is no recent work on these plants. The oomycete Pustula, a white blister rust, is found quite widely on Asteraceae, with a few occurrences on Goodeniaceae, Araliaceae (Trachymene) and Gentianaceae (Ploch et al. 2010b).
Genes & Genomes. C.-H. Huang et al. (2016: Fig. 5) provide haploid numbers for some subfamilies and tribes, and these would suggest that x = 27 could be the basal number for the family as a whole. For the evolution of chromosome numbers in Helianthus (x = 17, polyploidy common), see Freyman and Höhna (2017), and for more on chromosome numbers, see Watanabe et al. (2007), Semple and Watanabe (2009) and Watanable (2015).
For genome duplications, see M. S. Barker et al. (2008), Schranz et al. (2012), C.-H. Huang et al. (2016), Badouin et al. (2017) and Z. Li and Barker (2019). It was initially thought that there was an early palaeopolyploidy event involving most or all of the family, and again near the base of Asteroideae and within Mutisioideae. Duplications have now been placed somewhat more precisely; one duplication (= a palaeotetraploidy) is at the [Calyceraceae + Asteraceae] node, but the position of another, which resulted in a palaeohexaploidy, is still uncertain - above Barnadesioideae and below Carduoideae (see Barker et al. 2016a; Huang et al. 2016), while the clade [Cichorioideae [Corymbioideae + Asteroideae]] (XASTβ, ca 34.9 Ma) is suggested by Landis et al. (2018). Helianthus experienced a duplication dated to ca 29 Ma (Badouin et al. 2017); this duplication involves all or most Heliantheae (Li & Barker 2019), while there are duplications in Calenduleae (20 Ma), Senecioneae (18 Ma) and Gnaphalieae (10 Ma: Huang et al. 2016; l. W. Watson et al. 2020) and hybridisation within Senecioneae and Anthemidae and also between Anthemideae and both Astereae and Gnaphalieae (L. E. Watson et al. 2020). The pattern of duplicate gene retention is distinctive - structural/cell organization genes, but fewer regulatory genes were retained (Barker et al. 2008). A genome duplication in Lactuca, perhaps the first such event mentioned above, has been dated to (60-)58.3(-55.6) Ma (Vanneste et al. 2014a). Panero and Crozier (2016) discuss genome duplications and subsequent reductions in chromosome numbers in the family in some detail, with diploidization on occasion perhaps being linked with diversification.
Extreme dynamism in the evolution of the genome seems to be the order of the day here. Thus the chromosomes of lettuce (n = 9) have been involved in at least 3 chromosomal fissions and 57 chromosomal fusions, that of artichoke (n = 17) in 14 fissions and 60 fusions, and that of the sunflower (n = 17) in 17 fissions and 126 fusions - in addition to the genome duplications in which they have recently (within the last 50 My) been involved (Badouin et al. 2017). For the reduction of chromosome numbers in Gnaphalieae, e.g. from n = 12 to n = 3 in Podolepis, see Smissen et al. (2011 and references), also Andrés-Sánchez et al. (2018: x = 7 → 5, 4, also reversals). Vallès et al (2012) discuss polyploidy and its connection with genome size, etc., and Vallès et al. (2013) summarize genome size variation in the family, although unfortunately little is known about this in the basal pectinations. Interestingly, in Cheirolophus (Cardueae) there has been reduction in genome size but increase in the number of 35S rDNA loci, the latter increase normally being associated with genome duplications (Hidalgo et al. 2017a).
There is relatively common and wide (with respect to both taxonomy and current geography) hybridisation in Asteroideae in particular and this is evident in incongruence between topologies based on different genomes. Thus life for those involved in phylogeny reconstruction (and classification) is rather interesting (e.g. Fehrer et al. 2007; Pelser et al. 2008, 2010, 2012; Soejima et al. 2008; Morgan et al. 2009; Montes-Moreno et al. 2010; Schilling 2011; Smissen et al. 2011; Calvo et al. 2013; Galbany-Casals et al. 2014). Thus there is significant incongruence between relationships suggested by plastid and nuclear sequences in Senecioneae, probably due to ancient hybridisation rather than incomplete lineage sorting (Pelser et al. 2010). Smissen et al. (2011; see also Galbany-Casals et al. 2014) suggest that complex allopolyploidy may have been involved in the origin of at least four clades in Gnaphalieae, one of which is now globally distributed and that together encompass more than half the ca 1,240 species of the tribe. For some hybridization between members of different subtribes in Cichorioideae, see Y. Liu et al. (2013), between genera in -Lactucinae, see Kilian et al. (2017), in Vernonioideae-Vernonieae-Lychnophorinae, see Loeuille et al. (2015b), in Asteroideae-Anthemidae (Oberprieler et al. 2019), and so on. And of course thinking about hybridization leads one back to genome duplications... For recent hybridization/speciation in Senecio and Tragopogon and its significance, see Soltis et al. (2016b and references). There is also widespread apomixis in a number of genera, particularly in Asteroideae and Cichorioideae, for which, see Majeský et al. (2017 and literature), and this is often connected with hybridization.
There has been considerable change in transposable element (TE) composition in Asteraceae and their immediate relatives, the outgroup (Nas[t]anthus patagonicus - Calyceraceae, = Boopsis - Hellwig 2007) and Fucaldea (Barnadesioideae) each have different TEs, and the rest of Asteraceae differed yet again. In Helianthus and Heliantheae examined, Gypsy TEs in particular were notably abundant (Staton & Burke 2015).
For satellite DNA diversification in Cardueae, see del Bosque et al. (2014). The 5S and 35S ribosomal genes have become associated in Asteroideae, but they are separate in the other subfamilies, as is the usual condition for flowering plants (Garcia et al. 2010b).
It was early realised that there was a large inversion in the large single copy region of the plastome in most of the family, but not in Barnadesioideae and other Asterales (Jansen & Palmer 1987; Bremer 1987; see also below); other than that, the plastome shows rather little variation in size, nucleotide variation, etc. (Loeuille et al. 2021).
Economic Importance. Timme et al. (2007) provide a phylogeny of Helianthus (see also Lee-Yaw et al. 2018); Simpson (2009) summarised what is known of the otherwise rather slight economic importance of the family. For oils from sunflower and safflower, see papers in Vollmann and Rajcan (2009).
Chemistry, Morphology, etc.. For a general entry into the literature of Asteraceae, see papers in Funk et al. (2009a) - there is a helpful glossary; Anderberg et al. (2006) also summarize the variation in the family.
Asteraceae produce tens of thousands of secondary metabolites (Calabria et al. 2009 for a convenient summary; Barbero & Maffei 2017 for references), although nothing seems to be known about the secondary chemistry of Hecastocleioideae and Gymnarrhenoideae. See Seaman (1982) and Chadwick et al. (2013) for sesquiterpene lactones, Shulha and Zidorn (2019) for those of Cichorieae, Seaman et al. (1990) for diterpenes, Aniszewski (2007) for alkaloids, and Bohm and Stuessy (2001: family) and Sareedenchai and Zidorn (2010: Cichorieae) for flavonoid chemistry. For latex coagulation in Taraxacum, see references in Bauer et al. (2014).
The vascular tissue supply to the axillary bud is derived from several leaf gaps in genera like Petasites (Dormer 1950). Vegetative variation in the Kleinia-"Senecio" area is considerable, some species having very succulent terete or even almost spherical leaf blades, or the stems may be succulent and the leaves early deciduous. Although the terete leaves are abaxialized, there is always a narrow adaxial strip equivalent to the upper surface; the apex of the leaf is fully terete and has been described as a Vorläufespitze (Ozerova & Timonin 2009). Leaves of species like S. meuselii may be terete or laterally flattened and so appear to be equitant (see also Timonin et al. 2015). The leaf teeth may be hydathodal (Rios et al. 2020).
For capitulum development, see above. In general, the very different adult floral morphologies found in Asteraceae are quite similar early in development (Harris 1995). The pappus (modified calyx) is often not the first part of the flower to be initiated, and it may start to develop well after the corolla (see Mukherjee & Harris 1995, Nordenstam 2008), although otherwise the sequence of initiation of flower parts is as might be expected. For theories as to the origin of the pappaus as other than a simple modified calyx, see Harris (1995) and Bello et al. (2013). A corolla ring primordium may initate first, or petals may be initiated separately, i.e. there is variation between early and late corolla tube development, the former perhaps being derived (Harris 1995: Leins & Erbar 2000; Erbar & Leins 2000 for floral development). CYC-like genes appear to be expressed in the abaxial petals, rather than in the adaxial petals, as in other core eudicots (Citerne et al. 2010).
Floret morphology varies extensively in Asteraceae, and this variation needs to be put in the context of the tree, which I have barely begun to do. Koch (1930 and references) and Manilal (1971) discussed corolla venation; the corolla of the ray flowers of some Asteroideae may even be unvascularized. Many Asteroideae have three-toothed ray florets that give the appearance of being slit-monosymmetric (0:5), but they may be a modified 2:3 bilabiate corolla in which the adaxial lobes have been suppressed (Weberling 1989; Gillies et al. 2002); true slit-monosymmetric flowers are uncommon here. Some taxa, including some Barnadesioideae, have a midvein in the petal (see also Koch 1930a, b; Carlquist 1976; Gustafsson 1995); corolla variation in Barnesdeioideae alone is extensive (Stuessy & Urtubey 2006). The bicellular corolla hairs of Barnadesioideae are distinctive: The epidermal cell is undistinguished, the basal cell is short and thick-walled, and the other cell is longer and has thin walls (see e.g. papers in Funk et al. 2009).
Details of the apex and base of the anthers have been much used in classification. Thus Senecio s. str. has balusteriform filament collars (Salomón et al. 2016) - one can think of the filaments as being abruptly swollen near the apex. Wortley et al. (2007b, 2012) used distinctive pollen characters to help place some genera whose relationships had previously been unclear. See also Roque and Silvestre-Capelato (2001: pollen of Gochnatioideae), Wortley et al. (2008: Arctotideae-Cichoridoideae), Zhao et al. (2006: Mutisieae), Wortley et al. (2009, 2012: comprehensive bibliographies of palynological work), Tellería and Katinas (2009: Mutisia), Osman (2009: Cichorioideae-Cardueae), H. Wang et al. (2009b: Cichorioideae-Cichorieae) and Gabarayeva et al. (2018: Echinops). There is considerable variation in tapetum "types" in the family (Pacini 1996).
The orientation of the gynoecium and style branches varies: carpels superposed, style branches arranged radially to the head surface; carpels collateral, style branches tangential to head surface: see Robinson 1984); details of the distribution of this feature are unknown. Buphthalmum has a hollow style (Leins 2000); I do not know how widespread such styles are in Asteraceae. Styles and style arms show much variation in indumentum/cell surface type, the distribution or receptive tissue, style arm length and apex and there is also variation in pollen presentation type. This is incompletely integrated with with the subfamilies above: see Erbar and Leins (2015: hair morphology, 2015b: styles and secondary pollen presentation) and Erbar (2015: multiseriate [= laterally connate] hairs on style, 2016: style morphology of basal asteraceous clades).
For embryo sac development, which I have not thought about, see e.g. Fagerlind (1939c): There are embryo sacs other than the common monosporic 8-nucleate type. The vembryo sac may on occasion have synergid cells that are elogated and get in to the micropyle (see Johri & Agarwal 1965). The cells of the integument are described as commonly being some kind of "nutritive tissue" (Kolczyk et al. 2014). Asteroideae-Heliantheae have distinctive black fruits that are covered by phytomelan (see Graven et al. 1998 for what is known about this compound); they are also described as being carbonized, and phytomelan is also found in a few other taxa (Bonifácio et al. 2019). Guignard (1893) suggested a), that the ovules may be vascularized, and b), that there is sometimes an antiraphe, as in Centaurea. Although the fruits are indehiscent (= cypsela, "achene"), the exotesta can be very well developed and lignified, and is variously thickened, especially on the anticlinal walls; the thickening may be evenly distributed or beaded/strongly pitted in tranverse section, and the cells may appear to be closely palisade, sometimes with a linea lucida, or less or not elongated (e.g. Guignard 1893; Lavaille 1912; Grau 1980; Ozcan & Alinci 2019; Bonifácio et al. 2019). There may be calcium oxalate crystals in the inner layer (Guignard 1893). Nuclear endosperm is sometimes mentioned as being the only endosperm condition found in the family or as a synapomorphy for it (e.g. Tobe & Morin 1996; Inoue & Tobe 1999), but there is in fact considerable variation in endosperm development and it is difficult to clearly distinguish two "types" - sometimes cell walls do not form in the first division alone (e.g. Dahlgren 1920; Kapil & Sethi 1962; Johri et al. 1992) and you cannot be more technically free-nuclear than that... The embryo of Syneilesis may lack cotyledons entirely (Teppner 2001).
For general information on Asteraceae, see e.g. Carlquist (1976: variation in the context of a tribal classification), Heywood et al. (1977), K. Bremer (1987, esp. 1994: classification rather different from that above, 1996: subfamilies), Hind et al. (1996), Katinas et al. (2008b: Mutisioideae), Freire et al. (2014: esp. Famatinanthus), Loeuille et al. (2019: Vernonioideae-Lychnophorinae) and Katinas and Funk (2020: basal Asteraceae, all ex-Mutisieae). See also Badami and Patil (1981) and Tsevegsüren (1999), fatty acids in seeds, Yasukawa (2013: bioactive compounds in flowers), Katz et al. (2014: phytoliths and their possible function, no effect on larger herbivores), Melo-de-Pinna (2016: leaf development in taxa with terete blades), Thomas et al. (2009: Gorteria) and Perez et al. (2019: Solidago), floral development, Vogel (1998c), Wist and Davis (2006) and Erbar (2014), pollen, DeVore et al. (2007: esp. Barnardesioideae), Mendonça et al. (2010: Lessingianthus), Carrijo et al. (2013: Vernonieae); nectaries and nectar secretion, Hernández et al. (2015: stylar histochemistry, ?phylogenetic signal), Goldfluss (1898-9: antipodal cells), Small (1919: esp variation in embryo sacs), Kapil and Sethi (1963: Anisliaea) and Bonifácio et al. (2019: esp. Stifftia, Wunderlichia, also more general comparisons), embryology, etc., Dahlgren (1924: endosperm development), Marques et al. (2020: cypsela in in some Vernonieae - phylogenetically not informative) and Tegel (2002: Lactuceae), seed anatomy.
Phylogeny. There has been much phylogenetic work on Asteraceae, and only a few of the older references are included. A large inversion in the chloroplast genome occurs in most of the family, but not Barnadesioideae and other Asterales, and its discovery in the early days of molecular systematics was very exciting, in part because it was consistent with a morphological phylogeny that came out at about the same time (see Jansen & Palmer 1987; Bremer 1987; see also Y.-D. Kim & Jansen 1995; Jansen & Kim 1996; Kim et al. 2005; Timme et al. 2005). Panero and Funk (2002, especially 2008; see also Funk et al. 2005, a supertree, 2009c, a metatree) and Panero et al. (2014) present a phylogeny many details of which are reflected in the classification above. Much, but not all, of the uncertainty in relationships around the old Mutisioideae seems to have been resolved, and it has been broken up, with distinctive gene deletions and insertions characterising a number of the clades (Panero & Funk 2008). Morphological data suggested to Roque and Funk (2013: c.f. character states) that Wunderlichioideae and Stifftioideae might form a clade, and there is also some molecular support for this clade (Funk et al. 2014). In the latter study, there was still weaker support for a [Mutisioideae + Stifftiodeae] clade and Perytoideae were outside a [Cichorioidae + Carduoideae] clade, but the latter areas were not the focus of the study and so sampling was poor (Funk et al. 2014). Fu et al. (2016: focus on Chinese taxa) found that Stifftioideae, Wunderlichioideae and Gochnatioideae together formed a clade; and the supermatrix they examined included 512 genera all told, somewhat less than one third the total. See also Z.-D. Chen et al. (2016) for Chinese Asteraceae and K. E. Jones et al. (2019: hybrid capture). Gymnarrhena was excluded from Asteroideae by Anderberg et al. (2005) and it has maintained its current position since.
With the realization that the recently-rediscovered Famatinanthus was rather different from other Mutisioideae-Onoserideae, Panero et al. (2014: 14 chloroplast loci) examined basal relationships in Asteraceae. Famatinanthus was strongly supported as sister to the rest of the family bar Barnadesioideae, and Mutisioideae was the next branch, also with strong support, although support for the monophyly of Mutisioideae themselves could have been stronger. Support for the positions of the next three clades up was also quite good (Panero et al. 2014; see also Panero & Crozier 2016). Taking a rather different tack, Mandel et al. (2014, 2015) looked at a massive conserved orthologous set of nuclear genes, and found that Centrapalus pauciflorus had sprung outside the other Cichorioideae examined, however, sampling was poor. Later studies have shown a fair bit of support for branches along the spine of the tree, although this has depended in part on the method of analysis used, furthemore, there were questions over the monophyly of Cichorioideae and Carduoideae (Mandel et al. 2017).
Indeed, the recent work by Mandel et al. (2019) in which data from ca 1000 nuclear genes from representatives of 207 genera, 45 tribes (only two small tribes of those then recognised were not included) and all of the subfamilies then recognised suggests an appreciable rearrangement of relationships. As of vii.2019 the tree structure in APweb was [Barnadesioideae [Fatimanthoideae [Mutisioideae [Stifftioideae [Wunderlichioideae [Gochnatioideae [Hecastocleidoideae [Carduoideae [Pertyoideae [Gymnarrhenoideae [Cichorioideae [Corymbioideae + Asteroideae]]]]]]]]]]]]. Subfamilies that Mandel et al. (2019) suggest translate (using names from this vii.2019 version) to something like [Barnadesioideae* [Fatimanthoideae* [[Stifftioideae* (inc. some Gochn.) + Mutisioideae*] [[Wunderlichioideae* + Gochnatioideae*] [Hecastocleidoideae* [Pertyoideae* [[Oldenburgieae* + Tarconantheae (ex Card.)] [Dicomeae* (ex Card.) [Carduoideae [Gymnarrhenoideae* [Vernonioideae* (ex Cich.) [Cichorioideae* [Corymbioideae + Asteroideae]]]]]]]]]]]]] (see also Katinas & Funk 2020) - the old Mutisieae have turned out to be very para-/polyphyletic, and the clades above with asterisks are most of those in which they are now to be found. The classification+/phylogeny above is based on the groups and topology in Mandel et al. (2019), with nomenclatural adjustments in Susanna et al. (2020). Note that there are a number of differences in the recent analyses of Rivera et al. (2021) that used 11 concatenated chloroplast markers; the focu there was on Mexican taxa.
For phylogenetic relationships within Barnadesioideae, see Urtubey and Stuessy (2001) and in particular Gustaffson et al. (2001), Gruenstaeudl et al. (2009) and Funk and Roque (2011). The position of Schlechtendalia was uncertain; [Huarpea + Barnadesia] may be sister to the rest of the subfamily. Ferreira et al. (2019) recovered the relationships [Schlechtendalia [Chuquiraga [Huarpea + Barnadesia] [The Rest]]] ], albeit with little support; see also Mandel et al. (2019) for some comments on relationships. More recently, Ferreira et al. (2022) found that Schlechtendalia was sister to the rest of the subfamily, albeit not in all analyses, and support might be low; Chuquiraga was paraphyletic with respect to Doniophyton.
Panero (2020) has clarified the circumscription of Stifftioideae.
Funk et al. (2016) added two genera in a separate subtribe to Mutisioideae, and Pasini et al. (2016) examined relationships around Gerbera.
Funk et al. (2014, as tribes) discuss relationships in Gochnatioideae and Wunderlichioideae. Genera like Cyclolepis remain hard to place, but Mandel et al. (2019) put it sister to Wunderlichioideae, while Panero (2020) placed three genera from the Guyana highlands in that subfamily.
Carduoideae, = Carduoideae-Cardueae prior to 2019: For the phylogeny of Carduoideae, see Garcia-Jacas et al. (2002), Susanna et al. (2006), Barres et al. (2013), Park and Potter (2013) and Herrando-Moraira et al. (2018). Herrando-Moraira et al. (2019) looked at the tribe in detail using both chloroplast and nuclear data and recovered twelve main clades, of which Carlininae, Cardiopatiinae and Echinopsinae are successively sister to the rest of the tribe and the paraphyletic Carduinae are comprehensively broken up. Ackerfield et al. (2020) looked at relationships around Carduus and Cirsium, both polyphyletic. For relationships in Echinops, see Garnatje et al. (2005: sectional classification) and Sánchez-Jimenéz et al. (2010). Jurinea is largely monophyletic, but the sections are largely not monophyletic (Szukala et al. 2018). For relationships around Arctium see Susanna et al. (2003), and for those within Cousinia (biphyletic) and relatives, see López-Vinyallonga et al. (2009). For relationships in the large and monophyletic Centaureinae, see Garcia-Jacas et al. (2001), Hellwig (2004) and Herrando-Moraira et al. (2019). Chloroplast and nuclear data suggest rather different relationships within Saussurea and between it and its immediate relatives (Herrando-Moraira et al. 2018: nuclear NGS data, 2020: 558 nuclear loci; X. Zhang et al. 2019 and L.-S. Xu 2019: both plastome data; Kasana et al. 2020: ITS and morphology).
For the limits of Gymnarrhenoideae, see Anderberg and Ohlson (2012).
Vernonioideae [= Cichorioideae-Vernonieae prior to 2019]. It is a little difficult working out relationships here given that there are some 50 monotypic genera (Keeley & Robinson 2009). For a phylogeny of Vernonia (Vernonieae), a genus whose circumscription is problematic - either it is huge, or quite small - see Keeley et al. (2007). Loeuille et al. (2015a) found four main clades within American Vernonieae, although relationships between them were unclear. Within Lychnophorinae, one of these clades, relationships may be [Albertinia [[Blanchetia + Gorceixia] + The Rest]] (the first three genera are monotypic), and within the rest of the clade, which are mostly plants of the Cerrado, much of the spine was poorly resolved (Loeuille et al. 2015b). The phylogenomic study by Siniscalchi et al. (2019) is further clarifying relationships. The [Distephanus + Moquineae] clade may be sister to Vernonieae (Siniscalchi et al. 2019, q.v. for comments on their morphologies; c.f. in part Mandel et al. 2019; Keeley et al. 2021). The position of the monotypic Stokesia is still unclear, but it is somewhere towards the base of the tribe; subtribes, particularly those in the Old World, are often not monophyletic, and taxa towards the base of the tree tend to have odd distributions (Siniscalchi et al. 2019; Keeley et al. 2021). For relationships in the largely Peruvian Liabeae, sister to Vernonieae, see Funk et al. (2012) and Gutiérrez et al. (2020).
Cichorioideae: Warionia may be sister to all other Cichorieae (Kilian et al. 2009); although no flavonoids have been reported from this tribe, they are diverse in the rest of the subfamily (Sareendenchai & Zidorn 2010 - see Zidorn 2008 for sesquiterpene lactones). Subtribes are monophyletic, although Faberia seems to be a hybrid between a member of Crepidinae and Lactucinae (it looks more like the latter), but relationships between them are only partly resolved (Y. Liu et al. 2013). For relationships, etc., in -Lactucinae, see Kilian et al. (2017) and Güzel et al. (2021) - in both, major gene tree incongruences e.g. in the Melanoseris area. In -Sonchinae, Sonchus is para/polyphyletic (S.-C. Kim et al. 2007). Slovák et al. (2017) examine the phylogeny of Picris, morphologically diverse in Australia. For relationships within -Scorzonerinae, see Mavroidiev et al. (2004) and Zaika et al. (2020). The classic studies by Babcock (e.g. 1947) on Crepis that assumed that evolution - in this case of the karyotype in particular - was unidirectional need re-evaluation (Enke & Gemeinholzer 2008). Species limits around here are difficult because of apomixis; see Gottschlich (2009) for the complexities of variation in Hieracium in a smallish area of Italy. For a phylogeny of Tragopogon and its relatives, see Mavrodiev et al. (2005) and Bell et al. (2012b). In Arctotideae, the African Gorteriinae have been studied by Funk and Chan (2008) and Stångberg et al. (2018) and the Arctotidinae by McKenzie and Barker (2008); in the latter, at least, genera are not monophyletic.
Asteroideae: Relationships within this very large clade were not well resolved by Bentley et al. (2015) using two nuclear and one plastome loci. Using plastome data, relationships between [Calenduleae [Gnaphalieae [Anthemidae + Astereae]]] seemed to becoming resolved as indicated (e.g. Panero & Funk 2016; Fu et al. 2016), However, in subsequent analyses using nuclear genomes and including Senecioneae, although the monophyly of the tribes was confirmed, their relationships were not stable (L. E. Watson et al. 2020).
For a phylogeny of Anthemideae, see Oberprieler et al. (2007, 2009, 2019: some problem genera), for Anthemidae in the southern hemisphere, see Himmelreich et al. (2008 and references), Cotula is not monophyletic (Himmelreich et al. 2012) and will probably need to be expanded, and there is extreme polyploidy in Leptinella in particular (Himmelreich et al. 2014). For the delimitation of Anthemis itself, see Lo Presti et al. (2010); for circum-Mediterranean Anthemideae, also their biogeography, see Oberprieler (2005), for Chrysanthemum and other Anthemidae, see Zhao et al. (2010), and for Tanacetum, see Sonboli et al. (2012: little resolution). For relationships within and the evolution of Artemisia, see Vallès et al. (2003), Vallès and Garnatje (2005), Sanz et al. (2008), Pellicer et al. (2010b, c: genome size, etc., 2011), Garcia et al. (2011: North American taxa), Riggins and Siegler (2012: paraphyly, etc.) and Malik et al. 2017: subgenus Seriphidium, species from Sardinia and the Canary Islands basal?).
North American Astereae are monophyletic and largely herbaceous (Noyes & Rieseberg 1999), however, Aster is extensively para/polyphyletic, and its limits are now restricted (e.g. Li et al. 2012); for relationships in the American Grindelia, see A. J. Moore et al. (2012) and Schneider and Moore (2017), and for those in Emilia, whose limits have been somewhat extended, see Mapaya and Cron (2020, sections not holding up). Heiden et al. (2020: over 50% sampling) looked at relationships within Baccharis (c.f. Brouillet et al. 2009). For Machaerantherinae, see Morgan et al. (2009) and for some East Asian Tussilaginae, see C. Ren et al. (2017). For the Hinterhubera group, see Karaman-Castro and Urbatsch (2009: groupings geographic). Olearia is likely to be polyphyletic (Cross et al. 2002); Saldivia et al. (2020) has confirmed the assignment of the Australian ex-Olearia to Celmisiinae. Strijk et al. (2012) find that Psiadia (and Conyza) are also polyphyletic. Hybridization has been important in the evolution of the high-Andean Diplostephium (Vargas et al. 2017). Relationships in Coreopsideae are poorly understood, the limits between the largest genera, the very variable Bidens (Ganders et al. 2000; Bringel et al. 2017) and Coreopsis being unclear (Mesfin Tadesse et al. 1995; Mesfin Tadesse & Crawford 2014). Recent work suggests that Bidens is polyphyletic, a small group of species being part of a clade that includes Cosmos, Coreopsis, etc., all jumbled up, although the Bayesian posterior probablilites of that clade were low (Knope et al. 2020b, c, see 2020a for Hawaiian species of Bidens).
For Mexican Eupatorieae, especially Brickeliia, see Schilling et al. (2015) and for the diversification and biogeography of Stevia, see Soejima et al. (2017).
Within Gnaphalieae, morphological variation was analyzed by Anderberg (1991a) in an early study, but the relationshps found have been considerably modified since. Analyses of molecular data are disentangling relationships, e.g. see Bayer et al. (2000), Smissen et al. (2011), Nie et al. (2015), Andrés-Sánchez et al. (2018) and others; see Smissen et al. (2020) for a summary tree. Nie et al. (2015) found the relationships [Relhania clade [Metalasia clade [Lasiopogon + The Rest]]]; Bentley et al. (2017) subsequently clarified relationships within the Relhania clade. Helichrysum is polyphyletic (Galbany-Casals et al. 2004, 2009, 2010, 2014; Bergh & Linder 2009); Ward et al. (2009), Montes-Moreno et al. (2010), Nie et al. (2013), Bengtson et al. (2015 and references: the South African Metalasia, also diversification), Schmidt-Lebuhn et al. (2015), Weber and Schmidt-Lebuhn (2015) and(Schmidt-Lebuhn and Bovill (2021), all Australian taxa, Bentley et al. (2015), African Philyrophyllum, actually in Athroismeae, and Luebert et al. (2017), the South American Luculia group, comparing molecular relationships with achenial morphology and the presence of mucilage-producing cells, all further clarify relationships in this tribe; there has been hybridisation (see above). Genera like Achyrocline, Anaphalis and Pseudognaphalium are embedded in Helichrysum. Thapa et al. (2020a) clarify relationships within Antennaria, which has spawned numerous apomicts, and here nuclear and chloroplast trees differ strongly.
For the phylogeny of the helenioid Heliantheae, see Baldwin et al. (2002), and for relationships in Helianthus itself, see Mason et al. (2017) and Lee-Yaw et al. (2018: much chloroplast-nucleus conflict - cytoplasmic introgression). R. D. Edwards et al. (2018) examined relationships in the pantropical Melanthera alliance.
Anderberg et al. (2005), Englund et al. (2009) and especially Nylinder and Anderberg (2015) discuss the phylogeny of Inuleae (inc. Plucheeae); morphological relationships in Inuleae and Plucheeae were discussed by Anderberg (1991b, c). Nylinder et al. (2016) discuss the phylogeny of Plucheinae. The sections of Blumea (Inuleae) need overhaul, see Pornpongrungrueng et al. (2009).
Madieae. Relationships in the Hawaiian clade that includes Argyroxiphium and two other genera, related to North American Madieae, have been much studied (see Diversity and Distribution above). Baldwin et al. (2021) demonstrate the extent of chloroplast capure here.
Millerieae include Espeletia and relatives (= Espeletia s.l.), frailejones, relationships within which are discussed by Diazgranados and Barber (2017: a fair amount of hybridization) and in particular by Pouchon et al. (2018) - clades based on analyses of secondary metabolites (Padilla-González et al. 2018) do not agree with those found in molecular analyses.
Perityleae were studied by Lichter-Marck et al. (2020), who found conflict between relationships suggested by nuclear and chloroplast data, extensive hybridization, and an uncertain delimitation of the tribe (but most of it is made up of Perityle itself).
Relationships within Senecioneae, particularly the huge genus Senecio, are beginning to be disentangled (Pelser et al. 2006, esp. 2007, see also Pelser et al. 2010; Calvo et al. 2013; Liew et al. 2018; Kandziora et al. 2016). J.-Q. Liu et al. (2006) discuss relationships in the large Ligularia–Cremanthodium–Parasenecio clade, a major part of the Senecioneae-Tussilagininae while Quedensley et al. (2018) looked at relationships within Mexican members of this subtribe. For relationships within Euryops, see Devos et al. (2010). For Symphyotrichum and relatives, see Vaezi and Brouillet (2009).
Classification. A classification by Cassini (1819) and its variants was for long dominant. Panero and Funk (2008) provided a subfamilial classification somewhat similar to that above (there are, of course, alternative classifications - e.g. Jeffrey 2004); it is similar in basic structure to that in Funk et al. (2009b), who recognised 43 tribes, for which, see the accounts there. Katinas and Funk (2020) summariza relationships in basal Asteraceae as they review where genera in Mutisieae as circumscribed by Cabrera in 1977 are now to be placed - in no fewer than 11 subfamilies - indeed Mutisieae and Eupatorieae in the old sense include many of the taxa whose relationships have recently changed. Susanna et al. (2020) outline the classification - subfamilies (14) and tribes (around 60) - of the family. Applying the same principles for subfamilial recognition (numbers of subfamilies) here as used effectively in Orchidaceae would, however, result in a large and heterogeneous Asteroideae of around 22,500 species (c.f. Chase et al. 2015)! Subtribes in the family are also listed by Susanna et al. (2020), although Keeley et al. (2021) noted that subtribes in Old World Vernonieae needed a lot of work, but that was also true of some New World subtribes.
Anderberg et al. (2006) enumerated the genera in the family, however, generic limits in many places have remained very much in a state of flux (see Kadereit et al. 2016 for European genera). Vernonia is a classic case - should it include 800-1000 species, or should these species be placed in 20 subtribes, of which two thirds of the genera are mono- or ditypic (Keeley et al. 2007 for a phylogeny; Robinson 2006 and Keeley & Robinson 2009 and references for genera)? Should there be lumping or splitting in the even larger genus Senecio (see Pelser et al. 2006, esp. 2007)? And finally, hybridisation (see above) makes some genera and even subtribes non-monophyletic.
- Herrando-Moraira et al. (2019) provide a subtribal classification for Carduoideae-Cardueae of 12 subtribes, seven of which are new. Although generic limits around Saussurea (Saussureinae) have been problematical (e.g. L.-S. Xu 2019 and references; see summary trees/diagrams in Herrando-Moraira et al. 2020: Fig 1 and Kasana et al. 2020: Fig. 1), Herrando-Moraira et al. (2020) proposed a solution to the problem in which three quite broadly delimited genera were recognised. However, before the ink on their paper was dry, Kasana et al. (2020: quite good sampling, but ITS and morphology alone) had come up with another solution to the problem in which one of the three genera recognized by Herrando-Moraira et al. (2020) was split into two... I follow Herrando-Moraira et al. (2020) here. Generic limits around Carduus and Cirsium are difficult, and Ackerfield et al. (2020) discuss the merits and demerits of a Carduus s.l. and s.s.; pending more work that is needed on the group, they prefer the latter solution.
- Substantial adjustments to generic limits will be needed in Asteroideae-Astereae (e.g. Li et al. 2012), and here Heiden et al. (2020) provide an infrageneric classification for a slightly-expanded Baccharisy, some 440 species, that includes 7 subgenera and 47 sections. For Ast.-Gnaphalieae, see Short (2017), where the suggestions for genera to be recognized in the area around Helichrysum sound like a slowly-unfolding disaster, but the alternative, Helichrysum s.l., seems little better (Galbany-Casals et al. 2014). For Ast.-Inuleae-Inulinae, see Englund et al. (2009), and for Ast.-Millerieae, Espeletia and relatives, see Pouchon et al. (2018) who reasonably suggest putting all Espeletiinae in Espeletia. For Ast.-Astereae, Neson (2020b) has begun the dismemberment of Australian Olearia, which had early (Cross et al. 2002, see above) been found to be polyphyletic and in some eight clades, many taxa from Australian and surrounds (now in Celmisiinae) not being at all close to Olearia s. str., while Saldivia et al. (2020) has confirmed the assignment of the Australian ex-Olearia to Celmisiinae (the type of Olearia does not belong to Celmisiinae at all), a species from the Pacific being placed in a new genus. Senecio (Ast.-Senecioneae) is polyphyletic, and its species are to be found scattered in eight clades or so, yet even so Senecio s. str., at ca 1,000 species, is paraphyletic (Pelser et al. 2007) - perhaps it includes only a tenth of that number, or even far fewer (see Pruski 2021 for complexities of relationships and nomenclature here). New genera based on species removed from Senecio like Curio (largely African succulents) and Jacobaea (phylogenetically quite separate, but morphologically very like Senecio) are being described (Schmidt-Lebuhn et al. 2020 and references). The limits of Solidago have been very much unclear; Semple and Beck (2021) attempt asubgeneric 9three) and sectional (15, also subsections) classification.
- For Cichorioideae-Arctotidinae see McKenzie and Barker (2008), while for C-Lactucinae see Kilian et al. (2017), etc. - there seems to have been hybridization here, and as Güzel et al. (2021) noted, any nomenclatural adjustments will have to wait for a comprehensive phylogenetic analysis. The limits of Scorzonera (C-Cichorieae) have been adjusted and a classification of Scorzonerinae proposed; of the new genera, etc., not easily characterized, Zaika et al. (2020: p. 51) write "We assume, however, that practical taxonomic experience in the application of a phylogenetic classification will bring to light new means to distinguish the various entities" - one can but hope.
- Eupatorieae provide an interesting example of the vagaries of classifications. King and Robinson (1987) summarized their recent work on the tribe in which, emphasizing micromorphological characters, they dismembered the old Eupatorium, which had around species in 1960, describing over 100 new genera (which they placed in 18 subtribes) in over 200 papers (see also Robinson et al. 2009 for an update). This massive amount of work was carried out immediately before phylogenetic data became widely available, and problems early became evident (see Scott 1990 for a review). Grossi et al. (2020) carried out a careful analysis of reproductive characters and found that members of a number of the subtribes and genera sensu King and Robinson did not cluster together, but their results tended to agree with available molecular data, which also show substantial polyphyly of these subtribes and genera, even if the focus of much molecular work is fairly local (e.g. Rivera et al. 2016: eastern Brazil). As Grossi et al. (2020) emphasize, little can be said about the evolution of this large tribe until the basic morphology of characters that have been used at the generic level has been cleared up and both broad scale and more focussed phylogenetic studies carried out; only then will we be able to talk about clades, characters, classification and evolution here.
Botanical Trivia. Arctium lappa (burdock) infructescences became attached to the dog of a Swiss engineer, George de Mestral, in 1945, and the result was the development of velcro (Wikipedia 2009). For the (self)assembly of the exine of Echinops, billed as "the thickest plant cell wall", see Gabarayeva et al. (2018).Thanks. I am grateful to Jose L. Panero for comments.