Athyrium bipinnatum K.Hori (Athyriaceae), a new cornopteroid fern from Japan.

I describe Athyrium bipinnatum sp. nov. and discuss morphological differences between closely related species. The new species is endemic to Japan, occurring on the islands of Honshu, Kyushu, and Shikoku. Based on the criteria of the International union for conservation of nature and natural resources, this new species is here considered endangered. Kiyotaka Hori.

Introduction

Nakai is a small Asian (Himalayas, East and Southeast Asia) genus of terrestrial ferns that used to be recognized by many pteridologists (e.g., Nakai 1930; Ito 1939; Ching 1945; Holttum 1958; Tagawa 1959; Kato 1977, 1979), on the basis of fleshy stipes, corniculate leaf axes, and exindusiate sori.

Regarding its phylogenetic relationships, Ching (1945) regarded it to be “a little offshoot of the exindusiate .” Based on the presence of J-shaped sori in some species of , as well as on stipe features and spinulose midribs of the laminae, Kato (1977) concluded that was actually more closely related to than to . Serizawa (1981) agreed with Kato’s conclusion and subsumed in . To corroborate his taxonomic decision of lumping the two genera, Serizawa (1981) also highlighted the existence of natural hybrids between them. These are: Sa.Kurata ( (D.Don) Tagawa × Seriz.), Seriz. ( (Hooker) Nakai × ), and Sa.Kurata ( × Tagawa). Sano et al. (2000) showed monophyly of the genus based on rbcL gene phylogeny, but Adjie et al. (2008) showed placed in the same clade of in rbcL phylogeny. Therefore, spp. have been classified in () based on DNA phylogenies (Rothfels et al. 2012, PPG I 2016, Ebihara 2017). However, Moran et al. (2019) distinguished the genus from based on plastid DNA phylogeny. In the present study, spp. are treated as members of .

Cornopteroid species of the genus are mainly distributed in the Himalayas, in East and Southeast Asia. The exact number of species is unknown. Kato (1979) recognized nine species of cornopteroid ferns, whereas Zhaorong and Kato (2013) recognized 16 species only in China.

The following is a brief history of the classification of one species, namely (Koidz.) Seriz., which is partly the focus of the present study. was first described by Koidzumi (1924) as Koidz., from Jeju (Quelpaert)-Island, South Korea (Fig. 1). Kato (1979) synonymized Nakai, from Hakone, Japan (Nakai 1930, Fig. 2) under . Subsequently, Serizawa (1981) transferred it to and created the nothospecific name . The hybrid origin of this species has been pointed out by many authors (Kurita 1964, Hirabayashi 1970, Kato 1979, Park and Kato 2003). According to these authors (Kurita 1964, Hirabayashi 1970, Kato 1979, Park and Kato 2003), this is a triploid “species” that has resulted from a cross between diploid sexual Makino and tetraploid sexual (Hook.) Copel. It remains unclear whether is merely a sterile hybrid or an independent fertile species. Kato (1979) categorized it as being of a “hybrid origin species” between Makino and because it has intermediate morphological characteristics between these two species such as serrated segments, subcartilaginous margins of the blade, and elliptical sori. On the other hand, Serizawa (1981) treated this “species” as a sterile “hybrid.” The present study agrees with the treatment of by Serizawa (1981).

Figure 1.

Holotype of Koidz.

Figure 2.

Holotype of Nakai.

Recent studies have reported complicated relationships in the complex. First, Hori and Murakami (2019) reported a tetraploid sexual cytotype of (as the independent species ). Subsequently, Hori (2019) reported that tetraploid sexual had one allele of and one of , each in the biparental inherited nuclear DNA marker of the gene AK1. He also found that triploid had two alleles of and one allele of . Therefore, he suggested two hypotheses: (1) tetraploid sexual originated from the hybridization of diploid sexual with an ancestral or extinct diploid ; and (2) triploid originated from the hybridization of diploid sexual and tetraploid sexual (Fig. 3). In the present study, the unclear taxonomy of was clarified by describing tetraploid sexual as a new species: from Japan (Fig. 3).

Figure 3.

Relationships of and its related species.

Materials and methods

First, the morphological characteristics of a tetraploid sexual specimen of (Hori 2974) and the sexual specimens (Hori 2975, 2976) described by Hori (2019) were examined. Two type specimens of , deposited at KYO (as ; Fig. 1) and TI (as ; Fig. 2), were also examined. Furthermore, based on morphological characteristics, more specimens of were identified at MAK and MBK, and from online images at PE herbarium (PE: http://pe.ibcas.ac.cn/en/), Taiwan Forestry Research Institute herbarium (TAIF: http://taif.tfri.gov.tw/search.php), Collection Database of Specimens and Materials (TNS: http://db.kahaku.go.jp/webmuseum/), and from those in JSTOR Global Plants (https://plants.jstor.org/) and the Global Biodiversity Information Facility (GBIF: https://www.gbif.org). Additional samples were also collected in the field and cultivated samples were taken from Koishikawa Botanical Garden of Tokyo University. For the conservation assessment, the area of occupancy (AOO) and extent of occurrence (EOO) were estimated using GeoCAT (Bachman et al. 2011), with the default settings for grid size applied. The morphology of scales and spores was observed using a KEYENCE VHX-D500.

Taxonomic treatment

K.Hori sp. nov.

DE234CD5-67DC-5277-973E-050C6A269780

urn:lsid:ipni.org:names:77209707-1

Figure 4

Figure 4.

K.Hori. A Habit B detail of adaxial pinnule C detail of abaxial pinnule D lower stipe scale E spore. A–E from the holotype (MAK466762) (illustration by K. Hori).

Diagnosis.

is similar to (Koidzumi 1924, Nakai 1930, Kato 1979, Serizawa 1981) as it has serrated pinnae and exindusiate sori. However, has more short stipes (10–20 cm long), smaller blades (20–40 cm × 14–20 cm), 2-pinnate pinnae in the middle of the blades, and fronds with dark green adaxial surfaces. In contrast, has longer stipes (25–40 cm long), larger blades (30–60 cm × 25–40 cm), 2-pinnate pinnatifid pinnae in the middle of the blades, and fronds with light green adaxial surfaces.

Type.

Japan. Shikoku: Kochi prefecture, Ochi town, Mt. Yokogura, , alt. 664 m, planted coniferous forest containing (Thunb. ex L.f.) D.Don, on soil, 29 Jun 2019, K. Hori 3277 (holotype: MAK466762; isotype: MBK).

Description.

Terrestrial, summer green fern. Rhizomes creeping, occasionally 2-branched, stramineous, 8–15 × 0.8–1.5 cm, closely set with roots and persistent, densely clothed by old stipe bases, glabrous; fronds 1–3 per rhizome; stipes stramineous or slightly purple-red, 7–20 × 0.3–0.8 cm, sparsely clothed with stramineous to dark brown scales at the base (3–5 × 1–1.5 mm), lanceolate; blades dark green adaxially, 3-pinnatilobed at the base, 2-pinnate in the middle to upper section, pinnatifid at the apex, 20–40 × 14–20 cm, deltoid; rachises stramineous or slightly purple-red, dark brown, abaxially densely pilose, several projections 0.1 mm long on the adaxial surface at the bases of costae; pinnae 7–11 pairs, ascending, lanceolate, opposite from the base to the middle, alternate in the apex section of the blade, petioled (1–3 mm), sessile near the apex, closely spaced or overlapping, lowest pinnae slightly reduced, second lowest pair usually largest, 6–16 × 1.5–3 cm; pinnules, alternate on the basal and middle sections of the blade, opposite on the apex of the blade, 10–20 pairs on the basal and middle sections of the blade, 8–10 pairs on the apex of the blade, reduced distally, ovate to lanceolate, shallowly serrate to lobed, margin subcartilaginous, vein-free, close to or reaching to the margin, 3–8 pairs in the middle lobe; the most basiscopic pinnules on the lowest pinnae clearly short, independent from the costa, 0.6–1 × 0.3–0.5 cm; sori tend to appear on the abaxial surface of the middle part of blades, short linear- or oblong-shaped, single, 1.5–5 mm long, on the apex or middle of veinlets, 1–5 per ultimate segment, exindusiate, rather persistent; spores regular shaped, 64 regular-shaped spores per sporangium, fertile, ovoid, wrinkled, 42–54 μm × 29–35 μm, brown.

Etymology.

is named as a new species with bipinnate blades, which distinguish it from . This new species could be one of the parents of (Hori 2019).

Specimens examined.

Japan. Honshu: Wakayama pref., Ito county, Kouya town, Mt. Kouyasann, Okunoin, alt. 800 m 7 Aug1954, coll. M. Tagawa (NMNH 01529356, image!); loc. cit., ca. 800 m alt., 7 Aug 1954, coll. S.K. (MAK139!); loc. cit., on soil under planted coniferous forest containing , alt. 800 m, 19 Aug 2019, K. Hori 3324 (MAK); Mie pref., Taki county, Miyagawa village, Doukuradani, alt. 1000 m, 6 Aug 1962, coll. Y. Higuchi (TNS471359, image!); Nara pref., Tenkawa village, Mt. Gyojagaeridake, 15 Jul 1954, coll. (MAK 26788!); loc. cit., Dorokawa, Mitarai valley, on soil under planted coniferous forest containing , alt. 840 m, 20 Aug 2019, K. Hori 3326 (MAK). Shikoku: Kochi pref., Ochi town, Mt. Yokogurayama, 24 May 1956, Iwatsuki 1603 (PE, NMNH, MNHN, images! MAK! TI!); loc. cit., on soil under planted coniferous forest containing , alt. 800 m, 30 May 2019, K. Hori 2974, 2975, 2976 (MAK, MBK); loc. cit., Aki county, Umaji village, Yanase, 19 June 1983, Y. Koukami M83-163 (MBK); loc. cit., Muroto city, Kiragawa town, Nishinogawa river, l4 July 1976, Y. Kazuoki 6614 (MBK). Kyushu: Fukuoka pref., Maebara town, Mt. Haganeyama, cultivated at Koishikawa Botanical Garden of Tokyo University, 17 June 2019, K. Hori 3268 (MAK); loc. cit., Kaho county, Chikuho town, Mt. Toishiyama, 17 July 1966, S. Tsutsui 2655 (TNS, image!); Oita pref., Takeda city, Kuju town, Mt. Kurodake, alt. 1140, 31 Aug 1997, S. Tsuji TJ-4346 (MAK).

Key to

Distribution and ecology.

is known from the western part of Honshu, Shikoku, and Kyushu in Japan (Fig. 5). It was observed to grow on soil under planted coniferous forest containing at ca. 600–1100 m alt. This species is endemic to Japan.

Figure 5.

Map showing the known distribution of in Japan.

Conservation status.

IUCN Red List Category. Based on estimates from GeoCAT, the EOO of was 53,068 km2; however, this estimate should be smaller because this EOO contains an area of sea around Japan. Wild deer are known to eat (pers. obs.), so individual numbers within populations are currently decreasing and population reduction is occurring now. The known AOO of is 44 km2. Based on the IUCN criteria (IUCN 2001, 2012), falls into the Endangered (EN) category. A formal evaluation of endangerment can be summarized by the following IUCN hierarchical alphanumeric coding system of criteria and subcriteria: EN A1abc+A2+C1+C2a(i).

Discussion

was first described by Koidzumi (1924) as Koidz., from Jeju (Quelpaert)-Island, South Korea (Fig. 1). Subsequently, Nakai (1930) described Nakai, from Hakone, Japan (Fig. 2). I examined type material of both taxa, and found that they represent the same hybrid in having large size of stipes, blades, 2-pinnate pinnatifid pinnae in the middle of the blades. is distinguished from them in having shorter stipes, smaller blades, and by its 2-pinnate pinnae in the middle of the blades.

is of hybrid origin between a diploid sexual and an extinct or undetected diploid sexual , and it is one of the parents of (Hori 2019, Fig. 3). is clearly smaller than , and its morphological characteristics, which include 2-pinnate blades, are intermediate between those of and (Figs 6, 7, Table 1). In contrast, the morphological characteristics of , which include 2-pinnate pinnatifid blades, are intermediate between and ; the large size of this plant indicates this hybrid has heterosis. and each have shorter stipes (10–20 cm and 20–30 cm long, respectively) and smaller blades (20–40 cm × 14–20 cm and 30–35 cm × 25–30 cm, respectively) than (25–40 cm long stipes and 30–60 cm × 25–40 cm blades) (Table 1).

Figure 6.

Abaxial surface of pinnule and sori of AB, CD (illustration by K. Hori).

Figure 7.

Wild plants of ABCD.

Table 1.

Morphological comparison among and related species.

Characters	A. bipinnatum	A. × christensenianum	A. crenulatoserrulatum	A. decurrentialatum
Stipe length (cm)	7–20	25–40	20–30	20–30
Pinna size (cm)	6–16× 1.5–3	15–30 × 5–9	10–20 × 5–8	8–15 × 3–5
Pinna stalk length (cm)	0.2–0.4	0.2–0.4	0.4–0.9	0–0.2
Blade size (cm)	15–40 × 14–20	30–60 × 25–40	30–35 × 25–30	20–35 × 15–25
Blade color adaxially	dark green	light green	yellowish green	dark green
Blade division medially	2-pinnate	2-pinnate pinnatifid	2-pinnate pinnatifid	1-pinnate pinnatifid
Pinnule division medially	shallowly serrated	deeply to shallowly serrated	deeply serrated	shallowly serrated or entire
Sori	single	sometimes lobed	single	often lobed
Spore shape	regular	irregular	regular	regular
Spore size (μm)	42–54 × 29–35	30–44 × 22–39	25–37 × 16–20	27–45 × 21–35

Contrary to the findings of the present study, Park and Kato (2003) reported regular-shaped and germinative spores in their description of . Here, regular-shaped spores could not been found from dozens of herbarium specimens; however, regular-shaped spores were found from several specimens of , , and . Therefore, it is possible to speculate that Park and Kato (2003) perhaps confused the materials of these different species when they examined spore shape.

In summary, the previously unclear taxonomy of was clarified in the present study by describing tetraploid sexual “” as the new species . Importantly, the conservation status analysis reported here suggests that may be endangered; thus, this study has relevance to the conservation of cornopteroid ferns.

1	Blades 2-pinnate pinnatifid in the middle section, yellowish green or light green adaxially	2
–	Blades 2-pinnate or 1-pinnate pinnatifid in the middle section, dark green adaxially	3
2	Blades yellowish green adaxially, pinnule in the middle section of blade deeply serrated on margin, spores regular	A. crenulatoserrulatum
–	Blades light green adaxially, pinnule in the middle section of blade shallowly serrated on margin, spores abortive	A. × christensenianum
3	Blades 2-pinnate, pinnae straight, sori often single	A. bipinnatum
–	Blades 1-pinnate pinnatifid, pinnae curved to the apex, sori often lobed	A. decurrentialatum