Populations in clonal plants JUSSI TAMMISOLA Department of Plant Breeding, University of Helsinki, SF-00710 Helsinki, Finland Contents Abstract 239 1. The plant as a population 240 2. Growth and reproduction 241 3. Growth forms of perennial plants 242 4. Evolution of clonality 243 5. Wandering via growth or via reproduction 245 6. Age, state and vitality 246 7. Breeding system 247 8. Population structure 250 8.1. Concepts and measures 250 8.2. Examples 263 9. Some aspects of germplasm conservation and plant breeding 269 10. References 270 11. Selostus: Klooneja muodostavien kasvien populaatioista 273 12. Appendix 274 Abstract. Population phenomena in higher plants are reviewed critically, particularly in relation to clonality. An array of concepts used in the field are discussed. In contrast to animals, higher plants are modular in structure. Plant populations show hierarchy at two levels: ramets and genets. In addition, their demography is far more corn- plicated, since even the direction of development of a ramet may change by rejuvenation. Therefore, formulae concerning animal populations often require modification for plants. Fur- thermore, at the zygotic stage, higher plants are generally less mobile than animals. Accordingly, their population processes tend to be more local. Most populations of plants have a genetic structure: alleles and genotypes are spatially aggregated. Due to the short-ranged foraging behaviour of pollinators, genetically non-random pollination prevails. A generalized formula for parent-offspring dispersal variance is derived. It is used to analyze the effect of clonality on genetic patchiness in populations. In self-compatible species, an increase in clonality will tend to increase the degree of patchiness, while in self-incompatible species a decrease may result. Examples of population structure studies in different species are presented. A considerable degree of genetic variation appears to be found also in the populations of species with a strong allocation of resources to clonal growth or apomictic seed production. Some consequences of clonality are considered from the point of view of genetic con- servation and plant breeding. Index words: clonal plants, genetic patchiness, population structure, dispersal variance, plant breeding 239 https://www.c-info.fi/en/info/?token=EEk0A5tALND6oVRt.UCxXXnkMpCRx6Q3JzAHc8Q.jDWfExPCjXGwN7ZCRfHC56bAnBaCWA6DzmOyzzP-Cc51LT2j0oO0_mhhHejPjzWqkw7NPbA32pKtybGa5UyywpV-aEPZn-Qc92PzmgQNZlhM_bFkXL4H7k4_RNk6fnP7q9vi0cwjLFF8KHQMK_mbHM7Bo-aZHQK6ugVWA34 1. The plant as a population Botanists frequently emphasize the great plasticity of plant growth. The size and form of an individual plant are much more open to variation than are those of an animal. This variation results partly from differences in the availability of resources. Harper (1978), however, states that the higher plant expres- ses its reaction to environmental stress main- ly by varying the number of its modular units of construction rather than their size or form. According to this thinking, the individual module of plant growth should be no more variable or plastic than eg. the length of a rab- bit’s leg or a Drosophila wing. Hence, in contrast to animals, one may regard an individual plant as a population, ie. a population of parts. The smallest module of organized structure in higher plants is the leaf with its axillary bud; larger modules (branches or 'carnets’) are various aggregates of the smaller ones (Harper 1978). The modular approach has been applied eg. in Carex arenaria (Noble et al. 1979), in Eichhornia crassipes (Watson and Cook 1982), and in Dryas octopetala (McGraw and Antonovics 1983). Various workers have presented more or less general models of plant modular growth, branching and fecundity (eg. McGraw and Antonovics 1983, Porter 1983 a, b, Franco 1985). The characteristic form of a plant is the re- sult of a »reiteration» of the modular units, and depends on the arrangement of these units, their spacing and the angles of branch- ing of the connecting structures. It also depends upon which of the modules develop, and which ones remain dormant or die (Har- per 1978). Porter (1983 a) points out that plant form is as likely to be constrained by developmental control of the population of meristems as by the carbon economy of the plant. He gives examples of differences in branching patterns resulting from different kinds of distributions of bud numbers in each branch order. Apical meristem utilization and growth form in Po- tentillä anserina was investigated by Eriksson (1985). If the phyllotaxy, ie. the angular position of lateral meristems around the par- ental axis is highly regular, the resulting plant may have a geometrically rather well defined structure, as in trees and even in some clonal species eg. Eichhornia (Watson and Cook 1982). A clone is defined by Webber (1903) as a population of cells or organisms derived from a single cell or common ancestor by mitoses. According to this definition, all the somatic cells of an individual plant should constitute a clone. Hence, a plant might be regarded as a population of cells. However, in a higher plant, cells differentiate during the ontogen- etic process; thus instead of a single popula- tion there exist an array of functionally differ- entiated subpopulations of cells. In higher plants, therefore, the smallest module of repetitive structure, in the func- tional and morphological sense, should con- stitute a union of the various types of the dif- ferentiated cell types present. This reasoning yields a definition of modules equivalent to that presented by Harper (1978) and cited above. A final conclusion is that in contrast to ani- mals, a population of a higher plant species is to be considered as a hierarchical one with at least two levels of hierarchy: genets and ra- mets. Hence, many of the classical formulae of population biology, based on considerations in animal populations, should be reformulated to encompass plants as well. Harper and White (1974) argue that an adequate descrip- tion of a population of plants must take ac- count of two parameters: N, the number of genets resulting from individual zygotes and t], the number of modular units of that genet. A pair of concepts sometimes in use (eg. Wright 1976, Holmes 1979) should be mentioned here. An ortet is the original single ancestor of a clone, while a ramel will be defined as an individual member of a clone. 240 2. Growth and reproduction Asker(l979) reviews the most well known definitions of apomixis. Different authors disagree over which forms of asexual repro- duction should be included. Gustafsson (1946, 1947 a, b) and Stebbins (1950) define vegetative reproduction (run- ners, layers, bulbils etc.) as a form of apomix- is, while Nogler (1978), Rutishauser (1967) and Asker (1979) himself do not. All of the authors agree that agamospermy (seed formation without fertilization of the egg cell) should be included in apomixis, ex- cept that Nogler rules out nucellar embryony (= adventitious embryony; ie. embryos form- ed directly from somatic cells). In an ecological and population genetical sense, there should be important differences eg. in gene flow, depending on the type of propagules (Table 1). The production of clones via seed is a special case, meriting a term of its own. Hence, in the present con- text, I prefer the terminology of Asker and Rutishauser who restrict the use of the term apomixis to be synonymous with agamospermy. How, then, should one define sexual reproduction? Rieger et al. (1968) define it as a regular alternation of meiosis and fertiliza- tion (karyogamy) in the life cycle. In addition, they present types of reproduction with some of the attributes of sexual processes. Examples of ’partial’ or ’irregular’ sexual reproduction have been termed as parasexual (Pontecorvo 1954) and subsexual (Darlington and Mather 1949). Asexual or agamic reproduction Rieger et al. (1968) define as the development of a new individual in the absence of any sexual process. Reproduction is defined by Rieger et al. (1968) as the production (self-propagation) of an organism, a cell, or a cell organelle by one like itself. Harper (1977, 1978), however, does not accept such a definition. He distinguishes sharply between growth and reproduction. He argues that theprocess of growth is the result Table 1. Influence of plant breeding systems and seed dispersal mechanisms on levels of genetic dif- ferentiation among populations (After Love- less and Hamrick 1984; as Gregorius (1987) suggests, ’differentiation’ has been substituted for ’diversity’, however). Number Mean differentia- of studies tion among popu- lations (G ST) Breeding system Autogamous 39 .523 Annual 31 .560 Perennial 8 .329 Mixed Mating 48 .243 Outcrossed 76 .118 Animal 32 .187 Wind 44 .068 Dispersal mechanism of seeds Gravity 59 .446 Animal-Attached 18 .398 Animal-Ingested 14 .332 Explosive 24 .262 Winged/Plumose 48 .079 of meristematic activity. It is always the re- sult of development from an organised body of cells, interconnected by plasmodesmata and, for a time, integrated by hormonal con- trol. In contrast to this, reproduction, says Harper, involves the »re-production» (the production again) of an entirely new organi- zation from a single cell, formed with renewed and cleaned cytoplasm, lacking protoplasmic continuity with other cells (and usually fol- lowing some process of genetic recombina- tion). The isolation of the new individual from the mother is remarkably complete. In the terminology of Rieger et al. (1968), the latter phenomenon (Harper’s ’reproduc- tion’) is called, in this asexual context, aga- mogony, and the former (Harper’s ’growth’) is called vegetative reproduction a term which, according to Harper, has done great harm to the population biology of perennials. Harper’s terminology gives support to the concept of apomixis given by Rutishauser and Asker and presented above; »vegetative repro- duction» should not be included there since it is not reproduction but growth. What, then, might one understand by a 241 clonal plant? The definition by Webber (1903), given above, implies that an individual higher plant is to be considered as a clone at the cellular level. The same applies at higher organizational levels, too, since higher plants are repetitive, ie. modular, in structure. Thus, Harper (1978) considers a tree as an inter- connected branched clone of shoots. However, not all species of higher plants are generally referred to as clonal. The term clonal often seems to take on quite another sense for which, as is all too common in biology, ex- plicit definition is lacking. Harper himself (1977, 1978), unfortunately, has used the term in this undefined manner. To clarify the defi- nition of a ’clonal plant’, I shall present a small argument. The interpretation of whether or not a par- ticular tree is ’clonal’ might depend on the direction of growth. For the tree not to be ’clonal’ should the ramets grow away from the growth medium (ground, water or host) not conquering new resources (except light, C0 2 or water from the air)? Supposing the connections between the modules were less perpendicular to the me- dium, allowing a more lateral or ’sprowling’ growth habit? Is the plant then a clonal one? Or do we still demand that the modules have an independent, local root system? Harper (1977, p. 215) states that »it is sometimes convenient to take the establish- ment of its own root system as the point at which a branch has become a tiller or ramet». Then »wheat is to be regarded as a clonal an- nual», which seems odd to him. Should the modules perhaps be capable of following an independent existence ifsevered from the mother plant (cf. Harper 1977, p. 24; though he redefines ’ramet’ via ’clonal growth’). Or should the plant break up spon- taneously, or even by natural mechanisms, into disconnected, physiologically indepen- dent parts? For most purposes, the implicit meaning of the term might be covered by the following definition. A higher plant is called clonal if a genotype is capable of changing its place of resource utilization within the growth medium by adding new modules via growth or via apo- mictic seed. This definition poses some difficulties eg. with water plants, which take up nutrients largely through their leaves from the water. Perhaps ’utilization’ should be replaced by ’utilization through theroots’, or the growth medium should be understood to mean bot- tom sediments for water plants, excepting the freely floating species. Bearing in mind the genetically-oriented definition of a clone by Webber, presented above, it might have been better originally to introduce a distinct term for »clonal growth» and »clonal plants», for instance ’wandering growth’ and ’wandering plants’. To sum up, in higher plants, there should be two ways of producing a clone (at a higher level of organization): via growth or via asexual reproduction (ie. apomictic seed). Harper himself (1977, p. 27), though, claims that »clones are formed by growth not reproduction»; with respect to the higher level of organization this is, of course, a lapse. 3. Growth forms of perennial plants Growth forms of perennial plants represent (Harper 1977) a continuum with two ex- tremes: 1) one dominated in its evolution by selective pressures to attain height and shade out its neighbours, leading almost inevitably to a woody habit, and 2) one dominated by pressures to expand laterally to pre-empt limited water and nutrient reserves. This lat- ter »strategy» leads to a lateral branching, nodal rooting or suckering habit of clonal plants (Fig. 1). Mixed growth forms also exist; e.g. clonal trees such as Populus exhibit a combined »strategy». A genet is defined (Kays and Harper 1974, Harper 1977 p. 26, 1978) as a genetic individ- ual, representing a product of an original zygote; such units represent independent colonizations. Each genet is composed of modular units of construction the convenient unit may be 242 a shoot on a tree, the ramet of a clonal plant, the tiller of a grass or the leaf with its bud in an annual (Harper 1977, p. 26). An individ- ual genet may be a tiny seedling or it may be a clone extending in fragments over a kilo- metre. A clonal plant might be envisaged as a hori- zontal tree, the branches representing the ra- mets. However, the modules of a clonal plant should have their own roots. Rhizomatous herbs grow horizontally through the extension of a system of serial shoot/rhizome/root mod- ules instead of branch modules as in trees. In the case of rhizomatous plants, in con- trast to trees, one cannot identify the genets visually as a rule, since the connections between parts of a single genet are usually hid- den below ground. Furthermore, the connec- tions between the ramets are often fragmented (Noble et al. 1979), even in stoloniferous herbs (Sarukhan 1974), leaving the genotype to be expressed as a fragmented phenotype with independent, wandering parts (Harper 1978). This situation reaches its extreme in those species which produce clones via detach- ing propagules (eg. bulbils) or even via repro- duction (apomictic seed), there existing no connections at all between the ramets. 4. Evolution of clonality Apomixis, ie. agamospermy has been re- ported in about 250 plant species representing Fig. I. Genet height and width in perennial plants (point denotes woody species, asterisk denotes herbaceous species). 1. Pseudotsuga douglasii Carr., 2. Picea abies (L.) Karst., 3. Sequoia giganteaLindh et Gord, 4. Gingko biloba L., 5. Cedrus lihani Barrel., 6. Populus nigra L. var. ilalica Du Roi, 7. Utmus procera Salisb., 8. Fraxinus excelsior L., 9. Aesculus hippocastanum L., 10. Fagus sylvalica L., 11. Pinus sylveslris L., 12. Ailanlhus glandulosaDesf., 13.AcerpseudoplalanusL., 14. Betula pendula Roth., 15. Quercuspelraea Lieb., 16. Salix babylonica L., 17.Populus tremuloides Michx., 18. Ilex aquifolium L., 19.Eucalyptus gunnii F.v.M. not Hook.f., 20. Crataegus monogyna Jacq., 21. Magnolia denudala Desrouss., 22. Laburnum anagyroides Medicus., 23. Arclostaphylos glauca Lindh, 24. Eucalyptusporrecta S. T. Blake, 25. Calluna vulgaris (L.) Hull., 26. Plechlrachne schinzii Hent., 27. Triodia basedowii Pritzel, 28. Sportina townsendii H. & J. Groves, 29. Arclostaphylos glauca Lind., 30. Nitraria billardieri DC., 31. Vaccinium myrtillus L., 32. Holcus mollis L., 33. Cirsium arvense (L) Scop., 34. Carex arenaria L., 35. Trifolium repens L., 36. Pteridium aquilinum (L.) Kuhn, 37. Fesluca rubra L., 38. Banksia serrata L., 39. Eucalyptus obliqua L’Herit., 40. Hypochaeris maculala L., 41. Ruhus arcticus L. Species No 41 according to Tammisola (1987), other species after Noble et ah (1979). 243 22 families (Marshall and Brown 1981). One might expect agamospermy to be far more prevalent, since it offers 'automatic advan- tage’ over sexual reproduction. At the group level, advantage arises because no resources need be expended on producing male game- tes. At the individual level, an agamosper- mous parent confers on its progeny a genetic complement twice as large as does a sexually maternal parent. In a one locus model, a mutation to agamospermy should have a clear initial ad- vantage over sexual alleles, irrespective of dominance. Hence, once introduced, agamo- spermy should eventually become fixed in a population, unless it radically reduces the fitness of its carriers (Marshall and Brown 1981). The most plausible explanation for the re- lative paucity of agamospermy in plants seems to be that apomixis is often under complex genetic control, involving two or more loci. For apomixis to become established, the ac- cumulation of two or more mutations would be needed in one individual (Marshall and Brown 1981, cf. Nogler 1984). Another way of gaining the automatic ad- vantage mentioned above is by vegetative spread (growth). Here we are obliged to con- sider the ramets as the progeny, in contrast to the view of Harper (1977, 1978). Might the paucity of agamospermy be offset by the common occurrence of clonal growth (wan- dering growth habits) in plants? Clonality will in effect lengthen the life span of a genotype, thus offering exceptionally suc- cessful genotypes a chance of conquering very large areas. Hence it provides the plant with a means of exploiting ’sisyphean’ fitness (Williams 1975), which results from the very high selection intensities present in some long- lived plant communities. There are, however, some general reasons favouring sexuality which may prevent clonal- ity from becoming universal or even far more prevalent. Bernstein et al. (1985) suggest that repair and complementation are the selective forces maintaining sex. Outcrossing is maintained because it promotes complementation, ie. the masking of deleterious mutations. Further- more, the reparation of double-strand injuries to DNA molecules is possible during sexual reproduction, due to the pairing of homo- logous chromosomes. Asexual cell lineages, on the contrary, cannot avail themselves of the injury removal system offered by recombina- tion and natural discriminationagainst unfit genotypes. As will be explained later (chapter 8., eg. Levin and Kerster 1971, Levin and Wilson 1978), the populations of facultatively clonal organisms should not be as quick in adapting to a very rapid change in the environment as are those of obligately sexual ones. The more rapid adaptation of a sexual population, based largely on the great variability produced during sexual reproduction, mayrender it es- sentially more effective eg. in keeping the resistance of a population against plant dis- eases high. Maynard Smith (1977) was able to show that sib competition may confer upon sexual reproduction a short-term advantage over apomixis. In an unpredictable environment, provided there is intense selection between families as well as between sibs in a family, sexual reproduction will have an advantage of upto twofold over apomixis. A large number of understorey herbs of the temperate forests of North America spread by rhizomes. The existence of several unrelated species with the same growth pattern in the forest understorey indicates, according to ScHELLNERet al. (1982), that this growth pat- tern is especially well suited to the forest en- vironment. The rhizomatous habit in these species may be considered an adaptation to the paucity and uneven distribution of resources in and on the forest floor. Such a habit also offers the genotype a way of extending its life span in an environment where seedling estab- lishment is infrequent and unpredictable (Schellner et al. 1982, cf. Maynard Smith above). Plant taxa that are able to produce seeds 244 4 asexually display some distinct geographical and ecological patterns. Such taxa have a greater tendency to colonize once-glaciated areas, tend to have larger ranges, to extend into higher latitudes and upto higher eleva- tions than do their sexual relatives. This kind of data has been interpreted to support the hypothesis that sexuality is favoured by biotic selection: in areas where biotic interactions are especially important, sexuals should enjoy advantages over apo- micts (Glesener and Tilman 1978). Still further proposals have been put forward to explain the observed patterns. For example, the apomicts should be better able to colonize new areas, since they have the po- tential to found a new population with a single individual (Stebbins 1950). This explanation implies that the observed patterns should be only temporary: in the course of time the »young» habitats with clonal plants will be conquered by their sexual relatives. However, since experimental evidence is lacking, Bierzychudek(l9Bs) considers it pre- mature to regard observed distribution pat- terns as evidence to support hypotheses about what forces maintain sexual reproduction. He points out that all of the interpretations pre- sented have ignored the positive correlation that exists between ploidy level and breeding system: asexual plant (and animal) taxa are generally polyploid while their sexual relatives are generally diploid. Furthermore, he pre- sents evidence that high ploidy levels alone could (independent of the breeding system) en- dow individuals with the ability to tolerate these ’extreme’ environments. In clonal plants, genets often fragment into separate entities rather early. There is at least one apparent advantage of thefragmentation of a genet, which may have favoured it over physical coherence during the evolution of clonal growth and reproduction habits. Dis- eases, particularly viruses, spread rapidly through the parts of an interconnected plant. If the connections between the ramets are non- existent, as in the clones of agamospermous apomicts, or if they tend to decay rather rapidly, as in many rhizomatous or stoloni- ferous species (Sarukhan 1974, Noble et al. 1979), the spread of diseases in the plant populations may be retarded (Harper 1978). 5. Wandering via growth or via reproduction There are two main types of clonal plants. The first type wanders via clonal growth (eg. stolons, rhizomes, suckers, bulbils, nodal rooting). The second type wanders, or rather is dispersed via clonal reproduction (ie. apo- mictic seed); these are the agamosperms. At the level of gene flow via propagules, there exists an important difference between these two types. As a rule, seed should be much more amenable to distant colonization than, for example, rhizomes. Considering only asexual propagules, this results in a more extensive gene flow between the populations of an apomict than between the populations of a rhizomatous or stoloniferous plant. Further, the mechanism of seed dispersal exerts a great influence on the gene flow and hence on the genetic differentiation among populations (Table 1). On average, by far the smallest differentiation among populations is found in the plant species with winged/plumose seed, (eg. dandelion) (Loveless and Hamrick 1984), capable of travelling far. If we consider local spread, clonal growth should be much more economical than seed dispersal in removing the daughter plant from the competitive influence of its parent (Schellner et al. 1982). The death rate is usually much lower in new ramets than in seedlings. One reason for this might well be the ability of plants to translocateassimilates and inorganic matter effectively. Hence, new ramets are not necessarily dependent for their survival on the availability of local resources, as are seedlings (Schellner et al. 1982, Lo- vett Doust 1981). Hence, might not wandering via clonal growth be more suitable for K-strategists while that via apomictic seed would be more ame- nable for the colonization situation encoun- tered by r-strategists? 245 The germination of seeds or the primary establishment ofseedlings is often controlled by the density of the vegetation. Successful establishment occurs in local bare patches (Harper 1978). For example in the genus Viola, seed germination or seedling establish- ment is negatively affected by the density of ramets while the emergence of new ramets from stolons is independent of density (ScHELLNERet al. 1982, cf. Watson and Cook 1982). On the other hand, Kays and Harper (1974) reported that in grasses the final den- sity of tillers is independent of sowing density. The genets that establish are eliminated ac- cording to the common 3/2 thinning law of Yoda et al. (1963). There is an over- production and subsequent density-dependent mortality of tillers and genets. In Ranunculus repens, Sarukhan and Har- per (1973) have shown that for ramets the death risk is rather constant over time while for seedlings the risk is extremely high during the juvenile stage. This difference may be partly attributable to the translocation of as- similates between ramets. In addition the re- combinationalload of seedlings will augment the risks of juvenile establishment, while for ramets, the death rate is that of already prov- en genotypes (Harper 1978). Since there can- not be any recombinational load in apomictic seedlings, these should have a more constant risk of mortality than sexual ones. Compara- tive studies are, however, lacking. Regarding the establisment phase, trans- location of nutrients to the new ramet may les- sen the competition the ramet incurs from its close relatives. Such behaviour might increase the ’inclusive fitness’ (Hamilton 1964 a, b) of ramets and thus provide an instance of kin selection in plants (Nakamura 1980). 6. Age, slate and vitality A plant population may be characterized according to the distribution of its ramets in different age classes. Clonal plants are peren- nials, as a rule, though conceptually ’clonal annuals’ might exist (eg. wheat, see above) (Harper 1977). Hence, ramets of different ages coexist. Characterization by age distributions is not, however, as informative in plants (Rabotnov 1978) as in animals. The rate of development varies greatly among different ramets, depending heavily on the microenvironment of a particular ramet. Ramets of similar ages may be of strikingly differentsizes and developmental stages. One might be a sterile dwarf with a juvenile habitus while another develops a large flowering stem with a mature habitus. This phenomenon is very typical of the pe- rennials, especially of the clonal ones, since their young ramets exist under conditions of intense competition, develop slowly and their virginal period is usually prolonged. Ramets are able to persist for a long time in the pre- generative states, attaining the mature state as soon as appropriate ecological niches become vacant (Rabotnov 1978). The situation in plants is complicated fur- ther by the ability of certain herbs (eg. gras- ses) to enter a long-term state of dormancy, lasting sometimes for several years. A transi- tion to dormancy may be caused eg. by com- petitive relationships, as in Taraxacum koksagyz seedlings sown too densely (Za- vadskii 1954). Hence, age structure is not adequate to characterize plant populations. Rabotnov (1978) has preferred classifying the life of plants reproducing by seeds into four main states (periods): primary dormancy, virginal, generative and senile states. An important phenomenon is the state reversal which often occurs in clonal plants: the sequence of devel- opment may involve more or less frequent reversals of direction. For instance, a grass- land farmer can rejuvenate a suppressed population of white clover by appropriate management quite regardless of the age of the genets in the sward (Harper 1978). Viable seeds are considered as individuals in a state of primary dormancy (Rabotnov 1978). An analogy in clonal plants which 246 wander via growth might be their dormant buds. There is often a vast population of dor- mant rhizome buds underground; in numbers it may exceed tenfold the size of the ramet population (Noble et al. 1979). While primary dormancy in seeds may last many decades, resting buds will likely toler- ate a time-lag of only a few years. However, not all plant species are able to retain the ger- minability of their seed for years. As a rule, viable seeds of plants with vigorous clonal growth are absent in the soil. The species with large quantities of viable seeds in the soil have evolved under an alternation of conditions favourable for germination of their seeds, as well as establishment of their seedlings, with long periods without such conditions. This pattern is characteristic of ’meadow explerents’, such as Ranunculus repens and Agrostis stolonifera, and also of some plants occurring in burned and felled areas. Ex- plerents are plants that have a very low com- petitive ability but are able to invade vacant territories quickly, filling the gaps between strong plants, although being easily displaced by the latter (Rabotnov 1978). Accordingly, the soils of forests carry a pool of viable seeds belonging chiefly to plants of the formerly open areas (burning and felling, old fields etc.) subsequently overgrown by the forest (Ra- botnov 1978). The virginal state (Rabotnov 1978) is the state of plants from germination up to the beginning of flowering and fructification. The period is a long one, and virginal plants are subdivided into four sub-states: seedling, juvenile, immature and mature virginal plants. Thereafter, provided no state reversals oc- cur, the states which follow will be the gener- ative state, covering reproduction by seeds, and the senile state, when due to senescence plants lose their ability to reproduce by seeds (Rabotnov 1978). In the composition of age groups of mature individuals, there is another source of hetero- geneity, ie. vitality. Foresters have long since distinguished vitality classes. InKraft’s scale there exist five classes of vitality among ma- ture trees: I = exceptionally well-developed, II = dominant, 111 = codominant, IV = suppressed and V = strongly suppressed (Morozov 1925). Between the classes there are often remarkable differences not only in vigour but also in the order of their seed pro- duction. Hence, a population of plants, especially a population of clonal plants, constitutes a highly heterogeneous system of individual ra- mets with very diverse age-state-vitality com- binations (Rabotnov 1978). 7. Breeding system A term ’breeding system ’ is used to cover all those variablesapart from mutation which affect the genetic relations of the gametes that fuse in sexual reproduction (Rieger et al. 1968). According to Lewis and John (1964), two main groups of such variables may be distinguished. 1. Those variables which affect the ability of particular gametes to fuse or parents to mate (ie. the variables comprising the ’mating system’), and 2. those variables which affect theirprobability within the limits set by the first. The breeding system controls the extent of outbreeding which may take various forms; exclusive or predominant out- crossing (due to eg. self-incompatibility), predominant selfing, and a mixture of selfing and crossing. According to Harper (1978), the clonal growth habit is usually tightly linked with strict outbreeding (dioecy or self-incompati- bility). The same should apply to the clonal reproductive habit, ie. the ancestors of apo- micts (agamosperms) will usually be strongly outcrossing perennials (Marshall and Brown 1981). This linkage is so tight that Levin and Kerster (1971) utilize it in characterizing a clone. According to them, a clone may be characterized as a group of organisms having a strong correlation in space, but being in- capable of sexual reproduction inter se. Changes in the size and structure of a plant and the consequent number and position of flowers will cause a change in the processes 247 of pollen transport and fertilization. As the wandering of a genet proceeds, its structure will change. There is often though not always an increase in the number of its ra- mets, or at least an increase in the genet’s total extent. Hence, clonal growth patterns may exert an influence on the effective breeding system of the plant population (Handel 1985). Provided the genets of the population are separated widely enough, ’large’ clones, ie. clones with numerous fertile ramets, will always have a greater proportion of endo- genous (’own’) pollen on their stigmas than will smaller clones (Handel 1985). With the same presumption as to widely separated genets, the more aggregated is the distribution of ramets, the greater should be the proportion of endogenous pollen on the stigmas (Cleaves 1973). In a population of clones of Carex platy- phylla, a self-compatible (hence exceptional) and wind-pollinated species, the average load of endogenous pollen on the stigmas increased sharply with the size of the clone upto a clone size of about 10 ’culms’ (ie. reproductive spikelet complexes) (Handel 1985). Similar phenomena have been recorded in the populations of insect-pollinated plants, since short flight intervals from flower to flower predominate in the foraging trips of most pollinating insects. In bees, the average flight interval from one flower to the next is linearly related to the density of the target species; the denser is the population, the shorter on average are the flight intervals. Foraging by lepidopterans, flies, beetles, bees and hummingbirds is economic in terms of energy expenditure; most flights are from a plant to one of its nearest neighbours (Levin and Kerster 1969 a). In a »realistic» simulation study (Levin and Wilson 1978), the alien pollen influx appeared to be a function of both patch size andform. Elongate patches received relatively more alien pollen than square-shaped ones, and large patches received relatively less alien pollen than small ones. Hence, one consequence of large clones may have been increased inbreeding. In clonal plants, however, inbreeding may not offer any advantages, since there already exist good (though asexual) means of fixing superior genotypes. Thus, in clonal species, there might have arisen an evolutionary tendency to favour mechanisms discouraging self-fertiliz- ation, eg. self-incompatibility, heterostyly, dichogamy or even dioecy. An example of a dioecious species is aspen, Populus tremula (an anemophilous tree with vigorous clonal reproduction through root suckers). Clonal patches of this species are usually ’large’ and ’widely separated’ in effect, as it makes a big tree with numerous flowers and usually grows at low population densities in mixed stands (Handel 1985, Noble et al. 1979). Hence, without any mechanism pre- venting self-fertilization, inbreeding would heavily predominate in aspen populations. In self-incompatible or dioecious plants, the amount of seed set may depend strongly on the size and relative vicinity of the clones. Pro- vided the clones are separated widely enough from each other, an increase in the number of ramets in a clone will cause a decrease in the average number of seeds produced per ramet. Furthermore, in a plant species pollinated by insects, the breeding system is always basically influenced by the distribution, vari- ation in numbers and foraging habits of the pollinators. When insect visitation patterns show density dependence, the density of flowers in the clones should have an effect on the seed set. Thus, in a bee-pollinated species, the denser are the (widely separated) clones, the less seed should be set per ramet. The effects of these factors on the breeding system are exemplified in a study by Handel (1985) on Trifolium repens, a stoloniferous, self-incompatible and bee-pollinated pasture plant. He utilized estimates from several sources to model the foraging behaviour and pollen transport of bees and the clonal growth of white clover. There are three ways in which one white 248 clover clone can invade a greater area than another: by the production of more inter- nodes, of longer internodes, or of both. If the plant produces more internodes, there will be an increase in the number of inflor- escences per clone. Provided the clones are separated widely enough from each other, the probability that any one inflorescencereceives compatible pollen will accordingly decrease. In large but separate clones, exogenous pol- len is deposited mainly on the first few inflor- escences during a visit, with the result that the average efficiency of pollination will de- crease sharply with increasing clone size and the seed set will become more concentrated on relatively fewer inflorescences. If the plant produces longer rather than more numerous internodes, the number of in- florescences will not change but the inflor- escences will be set further apart. In such a clone, it should occur more frequently than in a clone with similar num- bers of shorter ramets, that a pollinator now visiting an inflorescence has justarrived from another clone, not from another inflorescence of the same clone. Namely, in the less dense (part of a) population, the bees will on aver- age fly longer intervals from one flower to the next on their foraging trips. Furthermore, the sparse clones with the longest internodes will interdigitate with neigh- bouring clones more quickly (and thoroughly?); thus they are able to turn the negative effect of clone size on their seed set into a positive one earlier in their life than can the compact clones (Handel 1985). In the populations of self-incompatible clonal plants, the degree of asexuality in the breeding system is greatly affected by the number and relative distances of the clones. Populations consisting of large clones with no or negligible intermixing should possess re- duced fertilization rates, most new ramets being produced by asexual means. Extreme cases are populations consisting of one clone only. In such populations, provided the self-incompatibility is strong enough, the breeding system becomes effectively asexual. In spite of profuse flowering in the very dense, elongated populations of Cardamine amara (a self-incompatible cruciferous plant with vigorous vegetative reproduction via runners), sexual reproduction is totally sup- pressed, due to monoclonality (Urbanska- WoRYTKIEWICZ 1980). In North America, seed set is lacking in most natural populations of Rorippa sylves- tris, a self-incompatible and rhizomatous spe- cies. This has been regarded by Mulligan and Munro (1984) as indicating that plants within most sites are genetically members of one clone each. To be exact, the breeding system and its degree of asexuality are not determined solely by the number and reproductive characteris- tics of the clones but rather by the number and pattern of different incompatibility genotypes. In theory, a population may hold essentially fewer incompatibility genotypes than clones. Investigations often reveal, however, a re- markable array of incompatibility alleles con- stituting polymorphisms in plant populations (Campbell and Lawrence 1981, Ramulu 1982, Yokoyama and Hetherington 1982, Mulcaghy and Mulcaghy 1985). Hence, in practice, the number of clones and that of in- compatibility genotypes may often coincide rather well in populations of clonal plants. A facultative apomict and an outbreeder spreading predominantly via clonal growth possess breeding systems that at first sight appear very similar. Both of them are mixed ’open’ and ’closed’ breeding systems in the sense of Handel (1985), thus providing the population with both long term genetic flexi- bility and a short term ability to utilize the high immediate fitness of well-adapted geno- types. It is also worth noticing that on the one hand the degree ofsexual reproduction in the facultative apotnict (Marshall and Brown 1981, Bayer and Stebbins 1983), and on the other the relative allocation of resources into reproduction versus clonal growth in the clonal outbreeder (Douglas 1981, Lovett Doust 1981, Sano and Morishima 1982, 249 Teramura 1983, Watson 1984, Eriksson 1985). are under both genetic and environ- mental control. 8. Population structure 8.1. Concepts and measures Clumping, patchiness or aggregation Natural plant populations are usually not perfectly homogeneous: the density of ramets varies from place to place in the population (Clark and Evans 1954, Barkham and Hance 1982). Thinking in discontinuous terms: one often encounters small scale clumping. One wouldalso expect clumping to arise in a totally randomly (Poisson-)distributedpopu- lation of ramets (Roughgarden 1979, see later). A population with no clumping would be a totally non-random one and might be achieved only artificially, by planting the ramets in a regular net design. Hence, clumps or patches will usually be found in a popu- lation, and the degree ofclumping (patchiness, level of aggregation etc.) may be classified as being either less than, equal to or more than random. A population apparently homogenous in respect to the distribution of ramets in space, may still display any degree of patchiness if we take into consideration the genetic con- stitution of each ramet (Fig. 2). Conversely, a population may consist of patches of ramets and still be genetically more or less homo- geneous. That is to say, the patches are not genetically differentiated, at least no more so than expected on the basis of a random dis- tribution of ramets into exploitable patches (Fig. 3). Furthermore, at the level of ramets a popu- lation may be genetically patchy even though at the level of genets (clonal entities) a dis- tribution less than randomly patchy were found (Fig. 2). In a clonal species, a disjointed pattern of clonal entities in space will be displayed as genetic uniformity among ramets within a patch, while ramets from different patches will often belong to differentgenotypes. Such a pattern might be the result eg. of the dispersal history of a (rather recent) popula- tion. In apomicts and in plants with the »guerilla»-type of clonal growth, this kind of genetic patchiness is likely to be only transient. However, in clonal plants with the »phalanx»- type of growth, a disjointed distribution of clones may be more common and persistent (cf. Handel 1985). The phalanx- type of clonal growth is de- fined by Clegg (Harper 1978) as a growth type where a clone forms a tight, uniform mass of invading shoots. Respectively, the guerilla-type refers to an intermingling, ex- ploring type of growth. When the clones become well intermixed, the possibly existing clumps will often be of mixed origin genetically and may no longer contribute greatly to genetic patchiness. Another probable reason for the clumping of ramets is the lateral heterogeneity of en- vironments in a multi-species plant commu- nity (Harper 1977). In fact, environmental heterogeneity often provides a more plausible explanation for patchiness than does growth habit. This is especially the case in plants re- Fig. 2. Strict genetic patchiness underlying an apparent- ly homogeneous (non-patchy) population of ramets. Different symbols indicate the genotype of a ramet. 250 251 producing via seed, since seed germination and seedling establishment are more strictly controlled by environment than the establish- ment of new ramets via clonal growth. In a theoretical treatise, Roughgarden (1979) considers patchiness as a function of environment. He defines (p. 372) a patch as an area within the species range where the organisms are more abundant than average. Even in a uniform environment, though, organisms are not uniformly distributed. A random distribution does lead to patches, but there is no preferred patch length. The pat- tern of variation can be viewed as a wave, and the definition of the patch length is simply half the wavelength of the wave pattern (ie. half the distance between adjacent peaks of abun- dance). When the environmentalresources fluctuate in that both the intrinsic rate of increase, r, and the carrying capacity, K, of the popula- tion vary with time, then populations will attain an equilibrium distribution of popula- tion sizes. This should apply on a smaller scale, for the distribution of patch size within a population as well, provided sufficient en- vironmental variation exists therein. Roughgarden (1979) points out that the scale of the patchiness is set largely by the dispersal distances of the organisms involved. The qualitative effect of increasing the dis- persal distance is to produce longer but less distinctpatches of population abundance. On the other hand, the qualitative effect of de- creasing the intrinsic rate of increase, r, is to produce shorter and less distinct patches. The overall picture that emerges (Rough- garden 1979) is that by the action of this mechanism, one should find prominent patchi- ness in organisms with both a high r and moderate dispersal. Furthermore, the pattern of the population is inevitably more patchy than the resource distribution. Genetic structure The genotypic spatial structure of a plant population may be defined, I propose, in Fig. 3. A patchy population of ramets (different symbols refer to different genotypes): a) gen- etically totally homogeneous over patches (ie. no genetic differentiation among patches), b) gen- etically »randomly homogeneous» over patches (ie. »random» genetic differentiation among patches), c) genetically totally non-homogeneous over patches (ie. »full» genetic differentiation among patches). terms of the number, size and form, density and spatial distribution (or degree of inter- mixing) of the clones. In addition, one might characterize the genotypes and devise measures of their relatedness. Such a definition, how- ever, would only consider a transect in time. In order to extrapolate into the past or the future one also needs information on the breeding system and its local and temporal variations in the population. To acquire all this information for a natural population would be a heavy task. So far, we have fallen short of these ambitions. Nevertheless, we already know that most populations of plants have a genetic (sub)- structure: alleles and genotypes are spatially aggregated (Hamrick and Schnabel 1984). How persistent these spatial aggregates usually are is a question still open to debate. Hedrick (1983, p. 278) considers a popula- tion ’structured’ if it has localized subpopu- lations in which there is genetic drift, if mating is not random throughout the population, or if migration does not have equal probabilities throughout the population. The general conclusion of Levin and Kers- ter (1974) was that in plants most geneflow is restricted in space. This idea stood out in contrast to the evolutionary and ecological theories prevailing at that time. One of the consequences of this restriction should be genetically non-random pollination. Hamrick and Schnabel (1984), however, call into question the general conclusion that in plant populations neighbourhood sizes should be small. They consider that this generaliz- ation is based on vague information; data on gene flow are few and largely indirect, usually resting upon unrealistic assumptions. While populations often deviate from the ideal assumptions (eg. of panmixis), there have been efforts to define various ’effective’ measures. An effective measure relates the characteristic of a real population to that of an ideal one. The most widely applicable and serviceable concepts have proved to be the effective size of a population and the size of a neighbourhood. Effective size of a population The effective size of a population applies to discontinuous populations, such as eg. those in the island (Wright 1943), stepping stone (Kimura and Weiss 1964) and con- tinent-island (Hedrick 1983) models. The effective size (ramet or genet number) of a population should be defined in relation to the behaviour or quantitative degree of a chosen characteristic. Its effective size will then be the size of an ideal (reference) popu- lation giving rise to an equivalent degree of behaviour regarding the characteristic in ques- tion. To give an example, from the standpoint of a change in heterozygosity, the effective size of a population (’effective inbreeding size of a population’) is the size of an ideal popula- tion that would result in the same rate of in- breeding as the rate recorded in the real population. Other features may be used in defining effective sizes, too. Gene frequency variance gives rise to an ’effective size with respect to variance’ of a population. This is the size of an ideal population that yields the same amount of gene frequency variance between generations as that prevailing in the real population under consideration. Since the random drift in gene frequencies is affected by just this sampling variance, a synonym used for the effective size in question is the ’effective drift size’ of a population. Effective ’inbreeding’ and ’variance’ numbers of population size should coincide in many circumstances but may differ enormously in populations that are rapidly changing in size. (Wright 1969, Crow and Kimura 1970, Roughgarden 1979). Local measures In large, continuous populations, and also in smaller though still structured populations, local measures (indices) will be needed. This will become apparent during the following considerations. Around any ramet, let us construct a circle 252 253 Ar with a radius r. Then, on average, either of theparents of the central ramet will be in- cluded within the surrounding circle with a probability p r . Let us choose the radius r appropriately large, so that any parent of the ramets near the centre of the circle will only rarely fall outside the encompassed area. Then the genetic constitution of next genera- tion’s ramets near the centre of the circle Ar should be largely determined by the subpopu- lation of the present generation’s ramets in- side the circle. Therefore it proves useful to introduce ’local’ indices pertinent to parts of populations, eg. the number of ramets or genets inhabiting the defined circle, the area of the circle, ’local F’ (Tigerstedt et ai. 1982) etc. Effective size of a neighbourhood In a continuous population, a measure analogous to the effective size (number) of a population is the effective size ofa neighbour- hood. Wright (1946) defines a ’neighborhood’ as that part of a continuous population within which the parents of individuals born near the center may be treated as if drawn at random. For a two-dimensional population Wright (1969), in effect, equates ’neighbourhood area’ to a circle of radius 2a, where a = (axial) standard deviation of the distance between a parent and its offspring. Then the ’effective size of a neighbourhood’ will be the otherwise effective number of individuals in the respect- ive neighbourhood area (Wright 1969, p. 303). Provided the distribution of the axial dispersion distances is a normal one, it will be totally determined by the first two moments, ie. the mean and variance. The axial distribu- tion will always have a mean of zero. Hence, all we need in order to describe the areal ex- tent of the neighbourhood is the variance, a2 axia |, of the axial dispersal distances. Utilizing this parameter we are now able to define the radius of a circle encompassing a pre-determined proportion of the parents of Fig. 4. Deviations from normality in dispersal distribu- tions: a) the leptocurtic curve (2) characteristi- cally has a narrower peak and a broader tail than the normal curve (1), b) leptocurtic distribution of pollinator flight distances in populations of Phlox pilosa (After Kerster and Levin 1968), c) axial seed dispersal distances of Liatris aspera (After Levin and Kerster 1969 b). the ramets in the centre. For example, de- scribing around any ramet a circle of radius 2a (while postulating normality) we should catch the ramet’s parents within the circle with a probability of 86.5 %. In the rationale presented above a change will be needed if the axial dispersal distances are not normally distributed. Deviationsfrom normality might be expected, since pollen dispersal often displays a markedly leptocurtic behaviour. In addition, the two-dimensional distribution of axial seed dispersal distances is seldom maximal at the origin; instead one often finds a »hole» instead of a »hill» in the centre (Fig. 4). If the distribution of axial dispersal dis- tances is non-normal, then the use of aaxial in determining the neighbourhood radius may be inadequate. That is, the proportion of parents inside the circle of radius 2a may differ from the 86.5 % presented above. Furthermore, this proportion may change from case to case, with the distribution remaining undetermined even with a fixed mean and variance. In such instances comparison of the neighbourhood values of different populations will be inap- propriate. In spite of certain complications in its ap- plication (Crawford 1984), the concept of a neighbourhood has frequently been used for plants, as well as for animals. In plants, es- timates of neighbourhood size need to account for migration at different life stages (Hedrick 1983). Dijk (1987) states that the neighbour- hood size, as defined by Wright (see above), is not quite suitable as such for use in plants. Wright fails to take into account the great dif- ferences in the dispersal of eg. seeds, pollen and vegetatively produced ramets, and uses only one (overall) dispersal variance in his rationale, which results in conceptual dif- ficulties. In plants, the probability of finding a parent within a circle will be different for male and female parents. Hence, concepts such as the size of a neighbourhood and isolation by distance should be kept strictly apart. The size of a neighbourhood (or ’local effectivepopu- lotion size’, as renamed by Dijk 1987) will be largely determined by the smallest dispersal parameter (ie. the dispersal component with the smallest range of dispersion). Isolation by distance, on the contrary, will be governed by the largest parameter (ie. the dispersal com- ponent with the longest range). Thus, Dijk (1987) proposes a more straight- forward measure for isolation by distance, ie. the ’mean gene transport per generation (M)’. This measure will give the mean distance of a parent from its offspring. For wind-pol- linated plants, (1) M = V/i Tr (ff2s + /i t(j2 p) where t - proportion of cross-pollination. Effects of clonality In the populations of clonal plants, each mature ramet can often produce new ramets asexually as well as sexually. Furthermore, there is usually an overlapping of generations. Both of these circumstances lead to a gradual rather than to a sudden attainment of Hardy— Weinberg proportions (Crow and Kimura 1970). Hence, the persistence of old clones constitutes a(n extra) memory not only of gene, but also of genotype frequencies over generations. Clonality results in genotypic redundancy (at the level of ramets). Thus it reduces the effective population size (Wright 1969) and accordingly, also the genetic variance. This re- duction should diminish the response to selec- tion. In part, though, this consequence will be counterbalanced by the fact that mass selec- tion should be more effective in a population consisting of a mixture of clones, in the sense that it will there act on the entire genetic variance instead of only on its additive com- ponent (Wright 1977). Furthermore, clonality effectively extends the age of genets and thus their generation time. The »effective» generation span is inversely proportional to the percentage of sexual progeny. Hence, the populations of (facultatively) 254 clonal plants should as a rule respond more slowly to selection than purely sexual popu- lations (Levin and Kerster 1971, Levin and Wilson 1978). In facultative apomicts and in most plants with clonal growth, there is usually some gene flow via pollen, while in the so called (almost) obligate apomicts there should, of course, be practically no gene flow via the pollen. Paradoxically, instead of decreasing the size of thebreeding unit, clonality should increase it (Levin and Kerster 1971). This results from the fact that, due to self-incompatibility or dioecy, strict cross-fertilization prevails among the clonal plants. As the degree of clonality (ie. proportion of ramets asexual in origin) increases, rela- tively less compatible pollen is found near a flower. Simultaneously, the origin of the effective pollen will, on average, be more distant. Thus, clone formation will usually ex- pand both neighbourhood size and area. Underlying this deduction, however, is the implicit assumption that the clones are not in- termixed. Potential for differentiation Regarding selection and migration effects, Levin and Kerster (1971) conclude that, due to increased neighbourhood size, the poten- tial for selective differentiationamong local populations is retarded by clonality, in spite of the fact that clonality provides the best means of perpetuating superior genotypes. Nevertheless they generalize that whatever the actual movement of pollen and seeds in natural and artificial plant populations, it will be sufficiently restricted for natural selection to override it. Accordingly they regard it as likely that most species of seed plants are com- posed of multiple isolated or semi-isolated breeding units of various sizes and areas, each of which may adapt to local environmental conditions (Levin and Kerster 1974). Random differentiation of populations may also occur, provided the effective population size or the effective size of a neighbourhood is small enough. The effect of finite popula- tion size is to cause allelic frequencies in the subpopulations to drift apart, whereas migra- tion between the subpopulations serves to counteract this effect and to keep their fre- quencies similar (Hedrick 1983). Wright (1943, 1946) summarizes that if the effective breeding population of a neigh- bourhood were only 20, there wouldbe great differentiation among neighbourhoods. When the effective size of a neighbourhood is 200, there should be still a moderate amount of dif- ferentiation among the neighbourhoods, while with an effective size of 1000 there would, in effect, be universal panmixis. The effective size over a period of time is the harmonic mean of the values of succeeding generations. This holds both for ’inbreeding’ and for ’variance’ effective size (Wright 1969, Crow and Kimura 1970). As can be seen from the formula (Rough- garden 1979, p. 68; his script carries a mis- take corrected here); (2) Ne = , 1/Nel + 1/Nc 2 + ...+ 1/Nek the effective size over generations is very sen- sitive to the exceptionally small values which may sometimes occur. Thus, when the popu- lation size fluctuates, its long-term effective size will be largely determined by the smallest sizes (bottlenecks) occurring in the sequence. In short-lived plants, considerable fluctu- ations in population size often occur. Examples might be found among the most intensively r-selected species, many of which are apo- mictic. On the other hand, the seeds of weedy species are often very long-lived. An accumu- lated seed bank would reduce the probability of genetic drift, keeping the actual size of the population much greater and less variable over time than is the apparent one (ie. that based on only the numbers of grown-up ramets pre- sent). In addition, a seed bank constitutes a mi- gration from the past and thus tends to main- tain genetic polymorphism in the population. Hence it will retard the response to selection, 255 too (Levin and Wilson 1978, Levin and Kers- ter 1971). In long-lived plants with clonal growth, the population size is usually much more stable over time, resulting in a relatively higher effective population size. A further, however small, gain in effective population size is caused by the overlapping ofgenerations com- monly met in such populations. Furthermore, as well as the relatively short- lived plants mentioned in Chapter 6 above, some long-lived plants have long-term seed banks, too (Rabotnov 1978). In rhizomatous plants, banks of dormant rhizome buds should also buffer the population against oc- casional drops in size. Hence, in spite of the genotypic redun- dancy, expressed as a small effective popula- tion size with a large number of ramets, the role of random drift may be of secondary im- portance in the clonal plants. This is due to the several mechanisms, presented above, which keep the gene frequency variance with time moderate in clonal plants. Thus, while the gene flow in plants might be overridden by natural selection (Levin and Kerster 1974), it still may be strong enough to counter- act the effect of random genetic drift. The generalizations presented above are open to criticism, since information on the real situation prevailing in the populations of clonal plants is still scattered and incomplete. Furthermore, many potentially important factors, eg. mutation and somaclonal vari- ation (see Chapter 9) have been left without concern here. Parent-offspring dispersal variance a 2 According to Crawford (1984), estimates of neighbourhood size up until that time had been incorrect, due to the use of an incorrect method of obtaining the parent-offspring dis- persal variance. None of the three methods commonly in use for combining the two com- ponents, dispersal via pollen and via seed, to yield the parent-offspring dispersal variance, are correct. The published estimates for neigh- bourhood areas (ie. circles of radius 2d) may vary from half to twice the correct values which, according to Crawford (1984), should be based on the value of a in the ex- pression (3) o 2 = Via\ + a\. wherep refers to ’pollen’ and s to ’seed’. The value of the parent-offspring dispersal variance a 2 can be estimated by substituting into (3) estimates of variances for therespective popu- lation parameters: (3’) ff2 = '/2a2 p + ff2s . One should notice that in these formulas, all the dispersal distances are expressed as axial ones, ie. carrying negative as well as po- sitive values (Crawford 1984). Regarding clonal plants it is, however, in- sufficient to consider only their sexual disper- sion, ie. the dispersion via pollen and seed. Wandering via ramets, ie. clonal migration, should also be taken into consideration. For this purpose, I shall consider a randomly chosen ramet in the population. Next I shall construct (see Appendix) a random variable, X(g) to represent the ’dispersal distance’. This is the distance between the ramet under con- sideration (generation t) and the ramet it originated from (generation t—l). In an asexual case, we must take as the originating ramet the youngest one in the vegetative se- quence which was mature at the time of the previous sexual generation, t—l. Thus, the time scale will be pertinent to sexual gener- ations. Hence, D 2 {X(g)j, the variance of X(g) (worked out in Appendix) will give the vari- ance of offspring-parent axial dispersal dis- tances, denoted by a 2: (4) a 2 = (1 —a)-(!/2(T2 p + ct2s ) +a ■ a2 c . Here a2 p, a2 s and a2 c, respectively, are the axial dispersal variances for pollen, seed and for clonal dispersal (on a sexual time scale), while a is the proportion of asexually pro- duced ramets in the ramet population. The considerationabove may be generalized 256 further by supposing that there exist n dif- ferent kinds of asexual dispersion in the population. For example, a plant may spread simultaneously via sexual seed, via apomictic seed and via rhizomes. Though somewhat more complicated than those used in deriving expression (4), the con- siderations required to cope with the more general assumptions will still be fairly straight- forward. They are, however, by-passed here and only the final result is presented: (5) a 2 = (I—.Eaj) • + a2 J + 1= 1 In applications, one should notice that the expression refers to ramets, not genets. Therefore, densities etc. should also be ex- pressed on the appropriate basis. Crawford’s (1984) result (3) may be de- rived from this formula as a special case with no clonal dispersion (a| = 0 for all i = 1, ..., n). This general expression (5) may be applied eg. to a plant population with both faculta- tively apomictic seeds and clonal growth; examples might be found eg. in blackberries (Rubus, subgenus Eubatus): (6) o 1 = (1—acs—acg ) • (!/2a2 p -f a2 s ) “H äcs Oes “t" äCg G C g. Supposing that the dispersion of apomictic seeds does not differ from the dispersion of sexual seeds, ie. a2 cs = a2 s , this expression will reduce to (6’) a 2 = >/2(l-acs—acg) • ff2p + (1— + acg • a2 cg , where the index cs refers to apomictic seed and the index cg to clonal growth. By substituting zero for acg in expression (6’), we arrive at (4’) a 2 = 1/2(lacs) • a2 p + a2 s , which is valid for a population having both sexual and clonal (apomictic) seeds. Similarly, by substituting zero for acs in (6’) we can arrive at the expression (4”) a 2 = (1—acg ) • (!/2a2 p + a2 s ) + ätg • a2 cg , pertinent for a population equipped only with sexual seeds and clonal growth. Dispersal variance and the degree of clonality Let us examine the effect of the degree of clonality, a, upon the axial dispersal variance, a 2. First, it seems reasonable to postulate that the level of a (ie. the proportion of ramets asexual in origin) has no influence on the variance of axial clonal dispersal distances, a 2 c- Regarding a2 s , the distribution of dispersal distances ofsexual seeds is perhaps not essen- tially affected by the degree of clonality in the population. Secondary effects are not difficult to imag- ine, however. For instance, animals foraging for berries will usually be only marginally in- terested in populations with few berries, and accordingly fewer seeds will be transported by animals in such populations. This in turn may affect the distribution of dispersal distances of seeds. Nonetheless, a high degree of clonality is not necessarily associated with a low seed set. In self-compatible plants, seeds will arise in purely uni- clonal patches as well, though self-compatibility is not common among clonal species (see above). In the popu- lations of self-incompatible plants, a high degree of clonality (ie. high proportion of clonal ramets) may not be the final result of a low seed set, in fact seeds may be produced in abundance. Instead, the level of clonality may be determined prin- cipally by the relative abilities of the sexually and the clonally emerging ramets to establish themselves. This should hold especially in certain late successional species, in which migration via seed may remain only a potential means of dispersal for decades, since the seeds accumu- late into a bank of dormant seed. A high level of compe- tition prevails in ecosystems dominated by K-strategists, and the seeds are prevented fromgerminating successfully. Viable seedlings appear only as a consequence of an oc- casional disturbance yielding free ground available for es- tablishment. This slows down the effective migration rate via seed, so that the overwhelmingly predominant mode of migration of zygotes in such populations will occur via clonal growth. 257 In the following, I shall ignore secondary effects and postulate that the level of clonal- ity does not have any effect on a2 s . In self-compatible plants, a, the degree of clonality, should exert no influence on u2 p, the variance of the axial dispersal distances of successful pollen. In self-incompatible plants, on the contrary, the dispersal distanceof suc- cessful pollen should on average increase with increasing degree of clonality (Levin and Kerster 1971, see above); ie. d(a2 p)/d(a)>o. We are now in a position to study the be- haviour of a 2 as a function of the degree of clonality, a. Postulating that d(u2 s)/d(a) = 0 = d(u2 c)/d(a), and taking derivatives in (4) we shall obtain for self-incompatible plants: (7) = a2 c (Via2 v + ct2s ) d(a) d(a) This expression holds for populations with sexual seeds and with only one means of clonal dispersal. Respectively, (4’) yields ,7’) «-HKIÄ—>J.d(acs ) d(acs) which will be valid for populations with both sexual and clonal (apomictic) seeds. Furthermore, (4”) yields (7”) - = <-('■*< +<) d(acg ) + '/,(IngÄ -TTT = +O <0 if, C*\«cg/ and only if a2 c < lAa 2 p + a2 s . Clonality and patchiness As pointed out previously, the shorter the (axial) dispersal a 2, the less gene flow will there be between patches, the smaller will be the neighbourhoods and the more possibilities will be found for genetic differentiation among neighbourhoods. In short: smaller a2 values mean more genetic patchiness. Considering (8), in self-compatible apo- micts the axial dispersal variance, ct2 , should decrease whenever the degree of clonality, acs , increases. In other words, a rise in clona- lity will mean more genetic patchiness. The situation is not so straightforward in self-compatible plants with clonal growth. From formula (8’) we can see that the total parent-offspring dispersal (measured via al , the axial variance of a gamete-equivalent) will be a decreasing function of the degree of clonality (acg ) only in populations where the clonal dispersal (given by the axial variance min N l!s-‘• (N— s + 1)! where X = [N/s] is the integer part of N/s, Y = X + 1, and N = sX + r. C. Heterogeneity or diversity indices There is a third category of indices, which measure simultaneously the confounded level of richness and evenness in the community. These indices are called by Peet (1974) het- erogeneity indices and by Pielou (1977) di- versity indices. The diversity measure depends on two independent properties of a collection; thus a collection with few species but high evenness could display the same amount of diversity as another collection with many species but low evenness. According to Peet (1974), an infinite array of such heterogeneity indices could be con- structed. Among them, Pielou (1977) prefers two information indices of diversity, due to their property of additivity. Accordingly, if the community under study is subdivisible in any way, the diversity index can be subdivided into appropriate additive components. Due to their versatility, these additive indices are ecologically much more useful than the others which do not share this property. They can be utilized eg. to study at what level in the taxonomic hierarchy diversity is most strongly manifested. Shannon’s H’ The first of the indices suggested by Pielou (1977), applicable to large, sampled (not totally censused) populations, is the informa- tion function H’ of Shannon (Shannon and Weaver 1949) (11) H’ =—E Pj -log Pj. j Its maximum likelihood estimator will be N- N-(H’) H’ =_E-Mog(—i) . J N N This estimator is, however, biased. If natural logarithms are used, it underestimates the true community value of H’ by an amount approximately equal to s*/(2N), where s* is the number of species in the community. Thus no correction can be made for the bias unless s* is known, which it rarely is. The information function of Shannon, H’, was originally designed to measure uncertainty. If someone picks at random a ramet from a 261 262 community with many species present, he will a priori be uncertain which species it will belong to. On the other hand, dealing with the meaning of the term ’diversity’ Pielou (1977) regards it as intuitively acceptable to think that the greater the community’s diversity, the greater should be our uncertainty in the game of »guess the ramet». Thus she considers it reasonable to equate diversity with uncertainty and use the same measure for both. Brillouin’s H The other of the indices preferred by Pie- lou (1977) is Brillouin’sfunction H (Brillouin 1962, see above), applicable to small, totally censused communities: 1 N!(12) H = • log : N N,!N2!...N5 ! One should notice that this measure will be determined, not estimated, ie. it is free of sampling error. Secondly, H depends on com- munity size. Thus if A and B are two com- munities with identical numbers and relative abundances of species, then the one with more individuals, say A, will have the higher value of H, ie. Ha > Hb . However, except for very small communities, the discrepancy is negligible. Brilloun’s index is analogous to Shannon’s H’. These two indices are closely related to each other, since if we allow the size of the community to tend towards infinity, in such a way that the minimum number of individ- uals in a species increases without limit, then the two indices will converge (Pielou 1977). Estimating H’ Pielou (1977) utilizes a sequence of Bril- louin’s H values to construct an estimator of H’, superior to the biased one presented above. In addition to bias, another difficulty in estimation is that because of the universal patchiness of ecological communities, the in- dividuals in separate sampling units (quadrats) are usually not independent but closely depen- dent. The essence of the method of estimation will be briefly described here. Suppose a sample of n quadrats has been examined and their contents listed. These quadrats are now to be taken one by one, in a randomized order, and added to an accumulating pool of quadrats. The purpose of this procedure is to obtain a sequence of subcollections, each con- taining one quadrat more than the previous one. The Brillouin index H of these subcol- lections is monitored graphically until there is no further obvious tendency for H values to increase as a function of the number of quad- rats, k (see Fig. 5). Suppose we have reached this critical value of k and denote it by t. For k = t + 1, t + 2, ... ,n we shall calculate the values of hk = (Mk Hk - M k ,H k,)/(Mk - M k .,), where Hk = (1/Mk) log (M k !/(Mkl !.. .Mks !)) is the Brillouin index of the subcollection of k quadrats, s is the number of species and Mk the total number of individuals in the re- spective subcollection. It can be shown that an estimate of H’ is given by (11”) H’ = —•£ h k =h , n—t and the sampling variance of this estimate is estimated by Fig. 5. Plots of Brillouin’s index (Hk ) versus sample size (k) for communities of amphibians and reptiles in moist tropical forest in Equador (up- per curve) and dry evergreen forest in Thailand (lower curve). The arrows show the chosen posi- tions of k = t to represent where steady values of Hk start. (Redrawn from Pielou 1977). (11'") var(H') = ! -[Eh 2 , n(h) 2 ] , n(n-l) where the summations are to be taken over k = t + 1 to n. Derivations from Simpson’s C One of the most commonly used indices utilized in the construction of various diver- sity indices is that of Simpson (1949). His in- dex of concentration or, as it is now more commonly called, of dominance, measures the probability that two individuals selected at random from a sample will belong to the same species. If the probability that both of the individ- uals belong to the same species is high, then it is reasonable to say that the community ex- hibits a high degree of concentration (Pielou 1977). The probability itself may be used as an index of concentration, usually denoted by C. For a community of finite size, (13) C - E . j N(N—1) where the summation is made over all species (j = 1,.. ~s) represented in the community and Nj denotes the number of individuals in species j; EN| = N (Pielou 1977). For fully censused communities, the index of concentration, C, is determinable exactly, without sampling error. In infinitely large communities, the true value of C will be (14) C = E p2 j , On the basis of sampling we may estimate C; and unbiased estimator is given by (14’) C = E Nj(Ni j N(N—1) This expression is, however, applicable only if the sample is a truly random sample of the community’s individuals (see above). Further- more, an essential prerequisite is that all the community’s species are represented in the sample. This condition is very hard to fulfill, as already stated above. The community must consist of only a few species, each with simi- lar frequencies, and the sample size must be very large. These stringent conditions greatly reduce the applicability of Simpson’s index in large populations. It should perhaps be used pre- ferably for the collections taken in the popu- lations (instead of using it for the populations themselves), in agreement with Pielou (1977) (see above). Since Simpson’s index C measures the op- posite of diversity, ie. dominance, some kind of mathematical inversion is needed for C to provide a measure of diversity. Of the various possible ways of doing this, only two will be presented here. Hurlbert (1971) simply considers the re- ciprocal of C. It can be interpreted as the number of equally abundant species required in the community to produce the same hetero- geneity as observed in the sample, ie. it can be regarded as an ’effective number of spe- cies’ in the community. Pielou (1977), however, prefers the nega- tive logarithmic modification for providing a diversity index D, ie. (15) D = log C. Her first premise is that D defined in this way and Shannon’s H’ are closely related, both being special cases of a more general function, called entropy of order a (Renyi 1961), used in the theory of communication. Unfortunately, however, Pielou’s D does not share with Shannon’s H’ and Brillouin’s H the merit (see above) of being amenable to breakdown into additive components (Pielou 1977). Hence H and H’ promise to be far more useful in ecological studies than D. 8.2. Examples If one has collected enough (a priori) infor- mation on the genets and of the variation in their characteristics, it may be possible to discriminate between them in the population. 263 This usually presupposes careful measure- ments of the quantitative or qualitative characteristics of the ramets (eg. Oinonen 1967 a, b, c, Engels 1983 a, b). However, even after having observed theplants in an experi- mental garden throughout the growing season, a worker may succeed quite reliably in sub- jectively assessing the isoclonality of a pair of plants, at least in a grass species like Festuca rubra (Harberdand Owen 1969). The subjec- tive approach can work especially well if the characters utilized show non-continuous variation (Harberd 1962). In the main, though, it is clear that mor- phological homogeneity as such does not completely rule out the possibility that a cluster of ramets consists of several clones (Oinonen 1967 c). Furthermore, extensive morphological variation may exist among the ramets of a clone, due to environmental, especially pathological variation eg. virus in- fections (Harberd 1962). In addition, soma- clonal variation (see Chapter 9) may occur. Hence, morphological similarity does not prove, and dissimilarity does not disprove, the isoclonality of ramets. Thus, however easy it may be in practice to apply to natural populations, unless we have conclusive evidence regarding its discrimina- tory power in the populations considered, the intuitive approach based on a subjective as- sessment of morphological characteristics is to be regarded with grave suspicion. That is, we ought to have resort to identifying the clones of some representative populations a priori, on the basis of a relatively independent source of information (say, based on iso- zymes or DNA techniques or by founding ex- perimental populations), in order to be able to test how often the intuitive method will yield a wrong classification of a ramet into a clone. A good array of registered isoenzyme loci polymorphic in the populations will render possible a rather reliable discrimination of genets in certain plant species (Harper 1978). New DNA techniques (eg. Jeffreys et al. 1985 a, b), though so far too expensive for large scale studies, promise to yield still more stable and reliable arrays of marker loci, suitable in plants, too, for identifying indi- vidual clones. All the same, however easy and reliable the method for discriminating between genets, mapping of the genets (ie. delineating their borders, at least) in a population of a clonal plant species still remains a formidable task. It corresponds to studying separately the genotype of every branch in a population of large non-clonal plants. Depending on the method, the amount of labour required to discriminate among the genets may be propor- tional even to the square of the number of ramets. Thus it is not surprising that relatively few studies have been devoted to the examination of clonal diversity in predominantly asexual plant species (Lyman and Ellstrand 1984). Much more work has been done to examine the population structure in clonal animal spe- cies, even though these are much less common in theanimal kingdom than are the respective 'cases in the plant kingdom. Clonal plant species should have low levels of within-population polymorphism but a high degree of interpopulational differen- tiation (Levin and Kerster 1971). One should bear in mind, however, that in unisexual animals, studies have revealed unexpected amounts of clonaldiversity withinand among populations. In animals, most parthenogenetic species studied appear to consist of multiple clones (Eg. Saura et al. 1977, Parker 1979, Lyman and Ellstrand 1984, Korpelainen 1986). I have already alluded to the results of cer- tain case studies on plant species with a high degree of clonality in their populations. These and some extra cases will be briefly reviewed in the following. Bracken In studies on Finnish bracken populations (Pteridium aquilinum (L.) Kuhn.), Oinonen (1967 a, b) established that most stands con- sist of separate and often very large clones. 264 Bracken regeneration via spores appears to have been very rare in Finland. Such regener- ation may have occurred only following a fire. The radial growth of bracken clones seems to have averaged no more than 20 cm a year. About 1400 clones were studied. The fre- quency histogram of clone sizes correlates rather well with periods of war in Finland (Fig. 6). Furthermore, if one examines the historical records locality by locality, the size of a clone often coincides very closely with the occurrence of an ancient battle in the location. While most of the clones were, say, between 15 and 150 metres in diameter (corresponding to about 40—430 years of age), some of the »distinctly identifiable» clones were almost 500 m in diameter and hence about 1400years old. A weak point in Oinonen’s study is that the ramets were identified as belonging to a certain clone solely on the basis of certain »distinct» morphological characteristics, eg. the colour of a petiole, and the size, colour and shape of nectaries, etc. Thus, the amount of clonal mixtures will be underestimated to an unknown degree, since all but the most clear-cut mixtures have been left unanalyzed. Lycopodium complanatum L. Oinonen(1967 c) also made a correspond- ing study in ground pine (Lycopodium com- planatum L.). Its results were in good agree- ment with those of bracken, since its stands were of roughly the same age and size as those of bracken. Oinonen was now, however, more careful than before in equating these stands or clusters with clones. He now acknowledges that visually determined identity alone pro- vides far from conclusive evidence. Although the good agreement between the bracken and ground pine studies supports Oi- nonen’s morphological diagnoses of clones, there still remains the possibility that the huge clone sizes he reported may be overestimates of the real situation. Cardamine spp. Studying Cardamine species in Central Switzerland, Urbanska-Worytkiewicz (1980) Fig. 6. a) Size distribution of bracken clones up toa dia- meter of 200 m. The tallest columns concide with war periods: I =The 1808—1809 War for Fin- land, 2 =The 1788—1790 War of Gustafus 111, 3 =The 1741—1743 War of the Hats, 4 =The 1700—1721 Great Northern War, 5 =The 1656—1658 War with Russia, 6 =The 1570 1595 Long War, 7 =The 1489—1497 Big Rus- sian War. b)Spread of some representative bracken clones. The broken lines are the 95 % confidence limits. I = Sauvo, Ruissalo, Porkkala in 1808, 2=Lai- taatsilta in 1789, 3 =Huruksela, Anjala, in 1741, 4=Tvärminne in 1714, 5 =Virolahti raided in 1590, 6 =Battle in Ilomantsi in 1587, 7 =Raids in Virolahti and Lappee in 1571, 8 =Sappu, Hei- nävesi, settled in ca. 1500, 9 =Putkilahti, Ran- tasalmi in 1468, 10=Turku raided in 1318, II =Gld fortress at Sulkava in ca. 1300. (After Oinonen 1967 b). 265 found great differences in the reproductive strategies between species and also between populations, resulting in different composi- tions and patterns of genets in them. In an autoallohexaploid species, C. Schul- zii, sexual reproduction is well balanced by clonal growth. The respective triploid hybrid species, C. insueta, allocates its resources strongly to vegetative propagation, accom- panied by early fragmentation of the clones. A diploid species, C. rivularis, produces no stolons but is dispersed almost exclusively by seeds. Young seedlings are, however, very rare; hence, only a very limited proportion of the population will be recruited in a year. The other diploid species, C. amara, is well equipped for sexual reproduction as well as clonal propagation via runners. In the study area, it frequently formed elongated popula- tions (along the narrow banks of brooks), in which sexual reproduction was as a rule to- tally suppressed. In these populations, the clones were single (well separated) and re- markably dense, providing possibilities neither for seed production (due to self-incompatibil- ity) nor for successful germination of seed- lings. Populus tremuloides The Rocky Mountain aspen (Populus tre- muloides Michx., var. aurea Tidestrom) dominates much of the mountainous terrain in Utah at elevations between 2000 and 3000 m. The aspen often occurs in almost pure stands, which may vary in size from a few square rods to several square miles of solid forest. The stands are sharply discon- tinuous, even-aged and usually dense. Surrounded by the main form of aspen, there are colonies ofprevernal aspen which at- tain full leaf two of three weeks earlier than the major stand. The line that separates the colonies of these two forms is sharp only rarely do the two forms intermingle. Cot- tam’s (1954) transplanting experiments give support to the proposition that these two forms are genetically controlled. Cottam made attempts, using radioactive phosphorus, to prove that the trees of these two forms never belong to a common clone. These attempts failed, however, since the radioactive phosphorus did not pass into any of the neighbouring trees. Hence, his results suggest complete (physiological) separation of the aspen sprouts from the parent clone be- fore or soon after maturity. Considering local prehistory, Cottam draws the conclusion that the distribution of aspen clones in Utah traces back approximately 8000 years. Sexual reproduction of aspen should have been common in the climate prevailing there during the pluvials associated with the extensive Pleistocene glaciations. As from about 8000 years ago, after the onset of the Postpluvial climate with scant and irregular precipitation during the summer months, aspen appears virtually to have ceased repro- ducing by seed. Since then migration should have been through clonal growth only, re- sulting over the centuries in the merging of many previously separated colonies into forest stands. These conclusions of Cottam’s(l9s4) rest, however, solely on ecological grounds, without any conclusive, direct evidence of the size or age of the aspen clones. Taraxacum officinale (Web.) Marss. In a study of clonal diversity in USA populations of dandelion (Taraxacum offi- cinale, a triploid and an obligate gametophytic apomict there), more genotypic diversity was revealed than in other clonal plants previously studied. The clones numbered from one to thirteen, on average five clones per population. In two- thirds of the cases, a clone was restricted to a single population. But, remarkably enough, there were also clones whose distribution area covered the entire continent, and which were found in almost every population studied (Lyman and Ellstrand 1984). Rorippa sylvestris (L.) Bess. In a plant species with propagules apparent- 266 ly less well equipped for distant colonization than the dandelion seed, one would expect to find far fewer clones common to many popu- lations. In Rorippa sylvestris (a self-incompatible plant with vegetative reproduction from frag- ments of creeping roots), there were no instances of a common clone being shared among any of the 14 tetraploid populations studied (Mulligan and Munro 1984). The discrimination into clones was made on the basis of a series of incomplete diallel crosses between populations. In contrast to the tetraploids, 13 out of the 47 hexaploid popu- lations studied turned out to have identical in- compatibility relations in crosses, suggesting that they may have originated from a single clone. There are otherpossible explanations, I sus- pect. If the hexaploid gene pool in North America only holds a few incompatibility al- leles, (occasional bursts of) sexual propaga- tion, too, should result in widespread identity of incompatibility genotypes in spite of otherwise genetically diverse backgrounds. Another possibility is that agamospermy may have occurred, facilitating distant coloniz- ation. In the73 populations studied, only a single population (a hexaploid) was able to produce seed. In all the others, the siliquas were aborting; this appeared to be the case, too, in most specimens of R. sylvestris collected in herbaria in North America. Hence Mulligan and Munro state that most populations of this species in North America should be uniclonal. The genetic constitution of ramet popula- tions of this species might be worth inves- tigating in Finland, since this noxious weed is a newcomer and will likely pose severe prob- lems of control in practical horticulture. Oenothera laciniata Hill This species is a permanent translocation heterozygote, thereby possessing an ’effec- tively asexual’ mode of reproduction via seed. It has been studied throughout its entire dis- tribution range in USA (Ellstrand and Levin 1982). In the 60 populations sampled the number Fig. 7. Distribution of the number of genotypes in populations of Oenothera laciniata (After Ell- strand and Levin 1982). Fig. 8. Distribution of the number of populations in which a genotype occurs in Oenothera laciniala (After Ellstrand and Levin 1982). 267 of genotypes (classified on the basis of 18 enzyme loci, of which 5 were polymorphic), ranged from 1 to 16, averaging 6.5 per popu- lation (Fig. 7). Most genotypes (63) were unique to a single population, while one was found in as many as 46 populations; the mean number of populations per genotype was 5.2 (Fig. 8). O. laciniata displays about the same order of genotypic diversity (0.045 genotypes per in- dividual studied) as clonalanimals (for diffi- culties in measuring diversity, see above). There were no trends in genotypic diversity detectable along either latitudinal or longi- tudinal gradients (Ellstrand and Levin 1982). Festuca rubra L. This is a perennial grass species with well- developed rhizomes; it is largely self-incom- patible. In a natural population, Harberd and Owen (1969) recorded a very large number of clones. Several of them were ex- tensively reduplicated but none of them so ex- tensively as to numerically dominate the entire population. The clonal constitution was not uniform over the site. The red fescue tended to be more abundant in those parts of the site where the local population was dominated numerically by a single clone. The average probability of two ramets belonging to the same genotype decreases rather rapidly with distance (Fig. 9). The identification of clones was made by a subjective assessment of identity of a pair of isolates in the experimental field, after the workers had observed them for a season. The reliability of the identification was controlled later in a limited number of apparently diffi- cult cases, using cross-fertility tests. Some doubt mayremain, however, as to the validity of the results. Festuca ovina L. This is a perennial grass species rather similar to red fescue. It is, however, non- creeping since the daughter tillers are born intravaginally. Hence the clones grow in size very slowly, taking more than 150 years to attain a diametric spread of 1 m. Ramets belonging to a common clone (ortet) were found from points up to 9 metres apart. Hence the age of the clones is to be measured in centuries; some clones may be more than WOO years old. Several putative clones were found in a 9 m x 9 m square quadrat. Four of them were rather common. The classification of the ramets into clones was made principally by an examination of morphological characters, confirmed later on in a »cloned clone» trial. Only discontinuously distributed characters were utilized, since a virus infection affected the morphology of the plants considerably, obscuring the genetic differences. The classi- fication was in some cases verified with a cross-incompatibility test as well. Some doubts still remain about the classi- fication into clones. One should remember that even a cross-incompatibility test will not conclusively reveal clonal identity; at its best it will yield only a division into equivalence classes of incompatibility. Fig. 9. The relationship between the percentage of isoclonal samples and the distance between a pair of isolates in Festucarubra L. Different symbols refer to different sampling designs. (After Har- berd and Owen 1969). 268 Sportina patens (Aiton) Muhi. In the salt marsh cord grass (a predominant- ly outcrossing, rhizomatous perennial species) Silander (1984) recorded considerable hetero- geneity in the distribution of clones among subpopulations. The dune subpopulation was dominatedby a small number of large clones, while the marsh subpopulation carried a large number of small clones, with little overlap in genotype composition. Clinal trends were apparent for two loci. Larger clones tended to be less heterozygous than smaller ones. In this list of examples one may notice that a considerable degree of genetic variation is found also in the populations of species with a strong allocation of resources to clonal growth or apomictic seed production. The question of how polymorphism is maintained within clonal populations is a knotty problem. Clones may coexist because of adaptive differentiation, or simply because the population is not at equilibrium. Long- term seed banks (and maybe banks of resting rhizome buds as well, I propose) and long- distance though infrequent gene flow could also contribute to intra-populational hetero- geneity (Ellstrand and Levin 1982). In clonal plant populations, there is usual- ly a certain degree of sexual reproduction as well. Hence, in such populations new geno- types are continuously being added to the pool of ramets, and therefore the maintenance of genotypic variation should be far more preva- lent in them than it is in »strictly clonal» populations. 9. Some aspects of germplasm conservation and plant breeding The breeding of plant species which are easily reproduced by asexual means offers us the possibility of utilizing all the genetic vari- ation in the character under consideration (Wright 1977). The dominance and interac- tion components of the genetic variance are fully available in these species. The superior- ity of an individual genotype may be totally transferred to its descendants (the cultivar), without the necessity for undergoing and re- sisting the dilution effect of meiosis and fer- tilization. In highly clonal plant species, spreading chiefly by asexual means, the problem is how to find or generate enough genetic variation in the breeding population. The case studies presented indicate that there exists a good deal of genetic variation in their populations, and we can in particular expect to find a high degree of interpopulational differentiation between their populations (Levin and Kers- ter 1971). Characteristically, these populations consist of a few genotypes, not usually identifiableby visual means, each present in unpredictable numbers of replicates (ramets) and more or less intermingled. Hence, in order to be sure of securing all the genotypes in a population, one would have to take a disproportionately large sample. A more effective way of allocating collec- tion resources might be to screen as many populations as possible, taking only a restrict- ed sample from each (Tammisola 1981). This procedure should yield more genotypes, since most clones are restricted to one or relatively few populations. In the almost total absence of sexual re- production, the small amount of genetic varia- tion may be rather soon used up. A case in point might be Bougainvillea, a self-incompat- ible ornamental species. Since very many of the cultivars share the same incompatibility alleles, crossings between them do not suc- ceed. Hence, cultivated Bougainvillea has, in effect, become transformed into an asexually reproducing species. Accordingly, mutation breeding has been predominant, Bougainvil- lea growers having selected for cultivars which display a very high rate of somatic mutations (Khoshoo 1981). Another possibility for creating new varia- tion in a clonal plant is by tissue culture. Single cultured cells are not usually genetically stable, and therefore among the plants regenerated from such cultured cells, genetic variation 269 (termed ’somaclonal variation’ by Larkin and Scowcroft 1981) will often be found (Reisch 1983). As regards the breeding of an apomictic species, Khoshoo (1981) suggests that in order to increase the genetic variation, one should utilize the sexually reproducing el- emental species (often diploid) andfacultative apomicts. In facultative apomicts, the recombination needed for further breeding work may be achieved through environmental manipula- tion, while in the (almost) obligate apomicts one should apply new somatic crossing methods (e.g. protoplast fusion), possibly combined with haploidization. Thus, a breed- er might imitate the diploid-tetraploid- dihaploid cycles described for the natural evo- lution of the Panicum maximum agamic complex (Savidan and Pernes 1982). In some crop species, eg. fodder grasses in which the farmer aims for the vegetative yield, apomixis can serve to fix a desirable hetero- zygous cultivar. The genotype will remain in- tact even when the cultivar is propagated by seed, as is usual in northern Europe. Attempts are being made to introduce apo- mixis into cultivated crops from their wild re- latives via eg. back-crosses. Projects reported include at least wheat, sugar-beet, maize, po- tato and forage grasses (Asker 1979, Nogler 1984). According to Nogler (1984), the great efforts undertaken in this direction have so far led to only a rather modest success, because a thorough understanding of the genetic and physiological background of gametophytic apomixis is still lacking. Marshall and Brown (1981) suggest that mutagen-treated populations of plants which are male fertile but female sterile would provide ideal starting material to search for apomictic mutants in crop plants. In natural stands, there may in many instances have been a selective tendency for longer internodes and rather sparse, even sprawling growth habits. This »guerilla»-type of clonal growth, as defined by Clegg (Har- per 1978), should have promoted a good seed set by promoting interpollination between clones. In the cultivatedfield, however, the nutri- tional status is even and very high, and the species is usually grown in monoculture(or in a mixture of a couple of clones, as in self- incompatible plant species). 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Selostus: Klooneja muodostavien kasvien populaatioista Jussi Tammisola Helsingin yliopiston kasvinjalostustieteen laitos 00710 Helsinki Tutkimus on mesimarjan marjontaa luonnonkasvus- toissa käsittelevän väitöskirjatyön johdanto-osa. Se on kriittinen yleiskatsaus, jossa ensisijaisesti kirjallisuuden perusteella tarkastellaan putkilokasvien populaatioissa 273 esiintyviä ilmiöitä ja populaatioiden rakennetta. Kasvipopulaatiot poikkeavat monella tavoin eläinpo- pulaatioista, joten eläinpopulaatioitakoskevia teorioita ja tuloksia ei välttämättä voida aina yleistää koskemaan myös kasveja. Teorian kannalta vaikea ryhmä ovat ne kas- vit, joilla on kyky muodostaa klooneja. Katsauksessa on- kin erityistä huomiota kiinnitetty klonaalisuuden muka- naan tuomiin erikoispiirteisiin populaatioidenrakenteessa ja varsinkin pölytystapahtumissa. Kasviekologian alalla käsitteistö on monenkirjavaa ja hyvin usein puutteellisesti määriteltyä. Eri kirjoittajat käyttävät saman nimisiäkin käsitteitä usein jopa päinvas- taisissa merkityksissä. Vain harvoin on jokintermi lukui- sista tarjolla olevista saavuttanut yleisesti hyväksytyn stan- dardin aseman. Tämä käsitteistön selkiintymättömyys on aiheuttanut vaikeuksia alan tutkimusten suunnittelulle se- kä luotettavien johtopäätöstenja yleistysten rakentami- selle julkaistujen tulosten perusteella. Senvuoksi tässä kirjoituksessa on käytetty melko run- saasti palstatilaa käsitteistön tarkasteluun. Mm. tutkitaan käsitettä ’klooni’ (jolle tässä ehdotan suomennosta ’mo- nieliö’; kasveilla klooni olisi siis ’monikasvi’yd kloonien muodostamiseen kykenevä kasvi olisi ’monistuva kasvi'; kloonaaminen olisi vastaavasti ’monistamista’). Katsauksessa esitetään muutamia esimerkkejä tutkituis- ta klooneja muodostavien kasvien populaatioista. Lopuksi tarkastellaan lyhyesti klonaalisuuden eräitä vaikutuksia kasvinjalostuksessa ja jalostusaineistonkeruussa luonnon- populaatioista geenipankkeja varten. 12. Appendix: Parent-offspring dispersal variance a 2 Let us construct a »facultative» random variable (1) X(g) = a,(g) • rp[ + a 2(g) ■r„ + a3(g) •rc to represent the ’dispersal distance’. This is the distance (to be denoted by r) between the ramet under consider- ation (generation t) and the ramet it originated from (generation t—l). In an asexual case, we must take as the originating ramet the youngest one in the vegetative sequence which was mature at the time of the previous sexual generation, t—l. Thus, the time scale will pertain to sexual generations. Hence, r pt will denote the ramet’s distance from its pollen parent, and rsr the distance from its seed parent. Respectively, rc will denote the dispersal distance pertinent to an asexual ramet. Let all the distances be defined as axial ones (Craw- ford 1984), ie. carrying negative as well as positive values. The coefficients a, (i = 1,2, 3) are defined as being functions ofa random variable g such that, for any value of g, one and only one of the coefficients has a value of 1 while all the others have a value of O. Hence, let the variable g take on one of the values 1,2or 3 with proba- bilities of Vi (1 —a), Vi (1 —a) and a, respectively. Fur- thermore, let a,(g) = 1 when g = I but let a,(g) = 0 for the two other possible values of g (g = 2 or g = 3); similarly, a 2(g) = I if and only if g = 2, and a,(g) = 1 if and only if g= 3, random variables (i =2, 3) having a value of zero for the other values of g. Let the parameter a above denote the probability that (mature) ramet taken at random from the population will be asexual in origin. The idea of such a construction is that so defined, X(g) will represent a ’random gamete-equivalent’ from the population. With a probability a (ie. the probability of obtaining an asexual ramet) it will carry the value of the random variable rc, ie. the dispersal distance pertinent to an asexually produced ramet. With half of the remaining probability, ie. (1 —a)/2, it will carry a dispersal distance value rpr , pertinent to the originating pollen, and with the same probability the value r„, pertinent to the orig- inating seed parent of a sexually produced ramet. Fig. I. Axial dispersal distances of successful gametes in seed plants. For explanations see text, v 5, > »V One case (Case 1) out of the four possible ones is presented in detail (solid lines): r p! s e>P)- 274 Therefore, the desired parent-offspring dispersal variance, al , will be secured by determining the variance ofX(g), ie. D 2[X(g)j. It would be easy to arrive at this variance, if all random variables in (1) were independent of each other. Unfortunately this is not the case, since rprand r„ are interdependent. The latter part of the journey of the gamete-equivalent arriving from the pol- len parent, is undergone together with the gamete- equivalent arriving from the seed parent, ie. they are travelling in the same seed. Hence, we must introduce a notation rps for the interval from the pollen parent to the seed parent of the ramet under consideration (Fig. 1). That is, rps is the (axial) »flight» distance of effective pollen. In the model, windspeed as well as the foraging trips of pollinators are assumed to be evenly distributed in all directions. Then the random variables rps and rjr will be independent of each other. Furthermore, rps will be identically distrib- uted in any direction. Since it is an axial variable, we can regard it as being identically distributed in any direction (to be denoted by y>p) between 0 and ir in relation to a reference vector. Similar reasoning holds for rs( . Our purpose is to express rpr in terms of r ps and rsr . This, we hope, will transform expression (1) for X(g) into the desired form, where it will contain only independent components. First we shall consider case 1. in the figure (Fig. 1). From ordinary trigonometry, we arrive at an expression ables, and E jrc) = 0 (since rc is an axial variable), the latter term will disappear and the former term will be divided into two parts in expression (4), yielding (4’) D‘ [a, •rj = E (a,’) • E (r c >). Since E jrc ) =O, the variance D 2 [r c j = E jrc 2 j, and expression (4’) can be put in the form: (4”) D’ (a 3 •rj = E («,*] •D! (rc J. Now, the expectation for af (g) can be obtained from the formula (5) E (a3 ’ (g)) = '/ 2 (I—a) • a, 2 (1) + Vi (I—a) • a, ! (2) +a • a (3) = Vi (I—a) •0! + '/2 (I—a) ■0 ! + a • I 2 = a. Hence, for the asexual component we shall arrive at (4”’) D 2 ja, • rc) = a• D 2 [r c ] = a • w2 c where a\ is the variance of the distance the species is able to invade in one direction by clonal means during a time interval of one sexual generation. Now let us return to consider the ’sexual’ part of expression (3). Applying (4) and noticing the zero expec- tations as above, we can conclude that eSSIOn (6) D J ja, ■ rpr + a 2 • r„] = E [(a, ■ rpt + a 2 ■ rsr ) ! | rV = r ! ps + r ! sr -2 • rps • rsr ■ coso, where = E |(a , . + E j(a2 • r!() 2! !is case the angle o=tt - - *>„). Now, how- +2 • E [a, ■ a 2) • E (r pr • r„|.in this case the angle o=-k (ips y>p ). Now, how- ever, there is the difficulty that being axial variables, values of r may also be negative (as they actually are in case 1). This may affect the sign of the third term in the sum. In ordei to be able to fix the sign under consider- ation, we shall therefore make an inquiry letting the angle 0 tend to the value ?r. At this limit, the expression must reduce to r! P , = r2 ps + r ! „ +2 ■ I r p! I■l r„ I since then I rpr I = I rps I + Ir„ I . The sign must be chosen so that this reduced form isachieved. Making such an inquiry in all possible cases (the four cases presented in Fig. I, and the four respective ones pertinent to the situation where < y>p), we can see that the expression (2) r!pr = r 2,,, + r2 sr +2 • rps ■ rsr ■ cos (5 y>p) will be substituted for r2 pr in expression (7), yielding (7’) E j(a, • r p,) 2 j = '/ 2 (1-a) • [E( rg + E (r2 ,,) +2 • E (rps j • E jrsr j • E [cos *>„)!!. Since the expextancies ofrps and rsr will have values of zero, the last term in the sum will disappear. For the same reason, the first two terms in the sum will represent their respective variances. Hence we shall arrive at the expres- sion 275 (7”) E ((a, ■ rp()’j = '/: (1-a) • (D’M +D2 [r sr)) = 'A (I—a) • (a’p + a 2,). Here a\ denotes the variance of the distance (along the shortest possible route) taken by a successful pollen grain from its pollen parent to the receptive seed parent. Respectively, a2 s denotes the variance of the distance (along the shortest route) taken by a successful seed from its seed parent to the position of its emergence as a grown- up ramet. Lastly, we shall evaluate the latter part of expression (6’). Making manipulations similar to those above. (8) E ((«, • rsr) :l = E (a 1 ,) • E (r’„) = '/2 (1 —a) • a 2,. Combining (7”) and (8) yields (6”) D 2 ja, • rpr +a2 • rsr j = (I—a) • ('Aa 2 p + a\). Substituting the formulas in (4”’) and (6”) into their respective expressions in (3), we shall finally obtain the parent-offspring dispersal variance reduced to the desired form (3’) o 1 = D : (X(g)l = (1 —a) ■ {Via\ + <) + a • a\. 276