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Iowa State University Capstones, Theses and Graduate Theses and Dissertations Dissertations

2009 Genetic profile and horticultural evaluation of americanus (American snowbell) Olivia Marie Lenahan Iowa State University

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Genetic profile and horticultural evaluation of Styrax americanus (American snowbell)

by

Olivia Marie Lenahan

A dissertation submitted to the graduate faculty

in partial fulfillment of the requirements for the degree of

DOCTOR OF PHILOSOPHY

Major: Horticulture

Program of Study Committee: William R. Graves, Major Professor Rajeev Arora Richard B. Hall Jeffery K. Iles Loren C. Stephens

Iowa State University

Ames, Iowa

2009

Copyright © Olivia Marie Lenahan, 2009. All rights reserved. ii

TABLE OF CONTENTS

ACKNOWLEDGMENTS iv ABSTRACT v

CHAPTER 1. GENERAL INTRODUCTION

Introduction 1 Thesis Organization 3 Literature Review 3 Literature Cited 8

CHAPTER 2. GENETIC VARIATION OF THREE POPULATIONS OF STYRAX AMERICANUS REVEALED BY ISSR MARKERS

Abstract 13 Introduction 14 Material and Methods 15 Results 18 Discussion 19 References 24

CHAPTER 3. VARIATION IN MORPHOLOGY AMONG THREE POPULATIONS OF STYRAX AMERICANUS

Abstract 35 Introduction 36 Material and Methods 37 Results 39 Discussion 40 References 42

CHAPTER 4. DROUGHT AND COLD TOLERANCES OF AMERICAN SNOWBELL FROM DISPARATE GEOGRAPHIC ORIGINS

Abstract 53 Introduction 54 Material and Methods 56 Results 60 Discussion 61 Literature Cited 66

iii

CHAPTER 5. COLD HARDINESS AND DEACCLIMATION OF STYRAX AMERICANUS FROM THREE PROVENANCES

Abstract 72 Introduction 73 Material and Methods 74 Results 78 Discussion 79 Literature Cited 83

CHAPTER 6. GENERAL CONCLUSIONS 93

iv

ACKNOWLEDGMENTS

I would like to express my gratitude to my advisor, Dr. William Graves, for his advice and support over the past three years. Special thanks to my committee for valuable suggestions:

Dr. Rajeev Arora, Dr. Richard Hall, Dr. Jeff Iles, and Dr. Loren Stephens. I thank the

Department of Horticulture for funding; and faculty and staff for their encouragement. A big thanks to Dr. Jim Schrader for his technical help in the laboratory and to Allan Trapp and

Adam Pintar for statistical help.

v

ABSTRACT

Styrax americanus Lam. (American snowbell) is an ornamental or seldom used in the nursery industry. The is common in the southeastern United States and is distributed continuously as far north as southeastern Virginia and southern Illinois. We studied a small, threatened population in northern Illinois (latitude = 41°10N), about 500 km disjunct from populations to the south. Little is known about the genetic diversity and landscape potential of this species. The first objective was to evaluate the genetic structure of the northern disjunct population and compare those individuals genetically to populations from the northern and southern extremes of the continuous range in southern Illinois and

Florida, respectively. Percentage of polymorphic loci of the disjunct population was 64%, greater than that of the population in . We propose that the diversity of the disjunct population is a consequence of its history as a component of the Grand Marsh that existed in the region until about 100 years ago. The second objective was to evaluate variation in floral morphology among from populations that span the distribution of S. americanus grown in a common environment. Results suggest that plants from Illinois have larger than plants from Florida, new knowledge about phenotypic variation of traits with both horticultural and ecological implications. The third objective was to evaluate the tolerance of S. americanus to water deficit and partial flooding, and to determine how soil- water status affects cold tolerance during cold acclimation. Across hydration treatments, there were no provenance differences in CO2 exchange rates between the northern Illinois

and Florida populations. Results suggest that plants exposed to prolonged water deficit

exhibit less cold tolerance than well hydrated plants. This study provides initial evidence of

a dynamic interplay of moisture supply and cold hardiness. Finally, the fourth objective was vi to characterize this species’ capacity to resist deacclimation. Analyses suggest that plants from Florida deacclimated more rapidly in April than plants from Illinois. Selection of germplasm from the Illinois populations appears advantageous for horticultural applications in regions with harsh winters due to the greater mid-winter hardiness, and particularly the capacity of the northernmost population to resist deacclimation.

1

CHAPTER 1. GENERAL INTRODUCTION

INTRODUCTION

Styrax americanus Lam. (American snowbell) is a shrub or small tree that grows to a height of 1.2 to 5 meters. The species occurs throughout much of the southeastern United

States and is distributed continuously as far north as southeastern Virginia and southern

Illinois. A disjunct population composed of 19 or fewer has been documented in northern Illinois in Kankakee County (USDA cold hardiness zone 5a) (Department of

Natural Resources, Illinois, pers. commun.). This population is approximately 480 km north of populations documented in the southern part of the state. In its native habitat, the tree grows alongside streams under dappled sunlight, near swamp margins, and in floodplains

(Gonsoulin, 1974). Cullina (2002) notes that this species also fares well in full sun and drier conditions.

In late spring, S. americanus produces fragrant white blossoms that dangle like bells from axils. Flowers are perfect, remain open 3 to 5 days, and are insect-pollinated. The known pollinators of S. americanus include the honey bee (Apis mellifera L.), bumble bee

(Bombus spp.), and monarch butterfly (Danaus plexippus L.) (Gonsoulin, 1974). Drupes mature in early fall and add an element of interest to the landscape.

Previous research and observations by horticulturists show that trees and restricted in nature to wet or saturated soils can possess remarkable drought tolerance. For example, Alnus maritima (Marsh.) Muhl. ex Nutt. (seaside alder), which occurs in nature exclusively in soils that are continuously saturated, has proven tolerant to dry root zones when planted in managed landscapes (Schrader et al., 2005). This finding allowed the 2 addition of A. maritima to an established list of wetland species with drought tolerance, such as Taxodium distichum L. Rich., Acer rubrum L., and Magnolia virginiana L. (Nash and

Graves, 1993; Bauerle et al., 2003). Moreover, A. maritima and other wetland plants show cold tolerance well beyond the extent of hardiness needed to persist in their native habitats

(Sakai and Weiser, 1973; Schrader and Graves, 2003). Taken together, data on tolerance to both water and temperature stress help predict how and where a woody species can be used by nursery and landscape professionals.

Styrax americanus is a horticulturally rare tree and has untapped potential for landscapes and urban plantings. The tree is small, enhancing its value in restricted garden spaces and beneath utility lines. The showy display of fragrant white blossoms in spring contributes to its high ornamental appeal, and the species is tolerant of wet soils. An understanding of the genetic variation, ornamental traits, and winter hardiness within the species’ distribution is important in any landscape evaluation program. The objectives of this research were to:

• Evaluate the genetic structure of the northern disjunct population and compare those

individuals genetically to populations from the northern and southern extremes of the

continuous range in southern Illinois and Florida, respectively.

• Describe variation in floral morphology among three populations that span the

distribution of S. americanus.

• Investigate the tolerance of S. americanus to drought and partial flooding, and

determine how soil-water status affects cold tolerance during early and late cold

acclimation.

• Evaluate cold hardiness and deacclimation patterns of S. americanus. 3

THESIS ORGANIZATION

This dissertation contains four manuscripts. Chapter 2, the first manuscript, is formatted for submission to Biochemical Systematics and Ecology. The second manuscript,

Chapter 3, will be submitted to Native Plants. Chapters 4 and 5 are formatted for submission to HortScience. A literature review and general conclusions are included in Chapters 1 and

6, respectively.

LITERATURE REVIEW

Variation within a species’ distribution

Ornamental traits, leaf and morphology, and cold hardiness often vary within a species’ distribution. For example, in black cherry (Prunus serotina Ehrl.), there is a clinal increase of seed size with altitude, and plants geographically close to one another may display different ecotypic adaptations according to the habitat (Farmer and Barnett, 1972).

Winstead et al. (1977) reported heavier at higher latitudes in white ash (Fraxinus americana L.), ironwood (Carpinus caroliniana Walt.), and flowering dogwood (Cornus florida L.). These results were correlated negatively to the number of growing degree days.

Previous studies have reported differences in gas exchange among plants from provenances that vary in soil moisture. For example, Bauerle et al. (2003) reported that populations of red maple (Acer rubrum L.) from wet sites exhibited greater photosynthesis and stomatal conductance when well watered compared to plants from dry sites. Moreover, wet-site plants exhibited reduced gas exchange when exposed to water deficit compared to dry-site plants.

Similarly, Abrams et al. (1992) reported that black cherry (Prunus serotina Ehrh.) from xeric 4

habitats exposed to water stress showed greater CO2 gas exchange rates and stomatal leaf

conductance than similarly stressed trees from mesic habitats. Comparisons of species from shaded and full-sun habitats have shown morphological differences in leaf size and thickness.

For example, eastern redbud (Cercis canadensis L.) from a prairie habitat displayed smaller

and thicker compared to the same species growing in the understory (Abrams, 1994).

Ornamental traits such as fall color and flower size can change across a species’

distribution. For example, Fritsch and Lucas (2000) reported a clinal increase in flower size

with latitude in the Ellis ex L., a member of the same family to which Styrax

L. belongs. A classic study by Townsend (1977) showed that red maple trees from northern

sites, in comparison to trees from the south, were smaller, exhibited the most vibrant fall

color, had greater winterhardiness, and displayed budbreak earlier. These studies

demonstrate that an understanding of the variation across a species’ distribution is important

for selecting appropriate germplasm for the landscape.

Disjunct Populations

In general, disjunct populations, spatially separated from the central distribution, are

often genetically distinct due to limited gene flow, natural selection, and genetic drift (Lesica

and Allendorf, 1995). For example, Michalski and Durka (2007) compared the genetics of

the herbaceous plant black rush (Juncus atratus Krock.) from peripheral and central

populations. The authors found that the peripheral populations exhibited low rates of

outcrossing, lower genetic diversity, and increased inbreeding in comparison with central

populations. Similarly, Peters et al. (1990) reported that disjunct populations of silverleaf

mountain gum (Eucalyptus pulverulenta Sims.) had low genetic diversity within populations 5 and higher genetic diversity between populations, concluding that genetic drift was acting on the small and isolated populations. In contrast, other studies on small, threatened populations have reported high genetic diversity. The common denominator in these studies was a recent event of habitat disruption, and thus insufficient time for genetic drift to act on the population

(Luan et al., 2006; Ci et al., 2008; Su et al., 2008; Su et al., 2009).

One way to assess the diversity of a plant population genetically is by way of inter- simple sequence repeat markers (ISSR). ISSRs are dominant markers that sample a broad segment of the genome (Schrader and Graves, 2004; Culley, 2005). They are frequently used to evaluate genetic differences at the population and subspecies levels (Schrader and Graves,

2004; Graves and Schrader, 2008). ISSRs have been used as a conservation tool to evaluate allelic richness and genetic diversity of threatened plant populations (Luan et al., 2006;

Avila-Diaz and Oyama, 2007).

Cold Hardiness

The capacity of woody plants to tolerate freezing temperatures varies among species and populations within a species. The timing of acclimation and the capacity to withstand early winter frost is related to the photoperiod and temperature of the original provenance of the population. Research trials with woody species have shown that lowest survival temperature is inversely related to the latitude at which the plant originated. Flint (1972) examined stem hardiness of Quercus rubra L. seedlings from 38 locations in the United

States grown in a common environment. Populations from northern locations displayed faster rates of cold acclimation and greater cold hardiness than southern populations by 7 ˚C.

Similarly, Wood et al. (1998) reported that pecan (Carya illinoinensis K. Koch.) from lower 6 latitudes (e.g. , Mexico) suffered more stem tissue cold injury when exposed to freezing temperatures (-12˚C) than trees from higher latitudes (e.g. Missouri, Kansas). More recently, Stewart et al. (2006) concluded that plantings of Carolina buckthorn (Rhamnus caroliniana [Walter] A. Gray) in northern locations should be from northern seed origin to ensure plant survival.

Differences in cold hardiness among different provenances can be attributed to many interacting factors. For example, initiation of dormancy and bud break occur earlier in northern populations versus southern populations. Li et al. (2003) reported that northern populations of European white birch (Betula pendula Roth.) responded rapidly to shortening daylength by reducing the amount of bud hydration, thereby increasing freezing tolerance. A woody species grown outside of its natural provenance highlights the interactions between phenology, carbohydrate accumulation, and cold hardiness. In his review, Habjorg (1988) discusses how plants from northern origin respond when grown at lower latitudes. Growth ceases early in the season despite mild climatic conditions, carbohydrate supply is limited, and thus the plant is more prone to cold injury. Furthermore, early bud break likely intersects with spring frost, resulting in cold damage. In another scenario, plants from a southern population grown at higher latitudes will grow longer in the season, likely into fall frost and incur cold injury, and may also deacclimate early.

The capacity for plants to resist deacclimation (loss of cold hardiness in response to warm temperatures) and engage in rehardening in spring is an important survival mechanism.

Kalberer et al. (2006) reported that dehardening resistance is not associated exclusively with latitude, nor is it strongly related to mid-winter hardiness. The degree of temperature fluctuation in the native habitat is associated with the capacity to resist deacclimation. 7

Furthermore, Kalberer et al. (2006) suggest that short growing seasons may select for a greater capacity for rehardening (increase in hardiness after re-exposure to cold temperature after dehardening) rather than dehardening resistance.

Freeze tolerance of a woody plant can be influenced by its water status. Many plants tolerate freezing by losing symplastic water due to vapor pressure deficits and partitioning ice formation extracellularly. The loss of water increases solute concentration and depresses the freezing point in the symplast (Pearce, 2001). Many researchers have found that a loss of water in flower buds is associated with increased hardiness (Graham and Mullin, 1976;

Andrews and Proebsting, 1987; Pellett et al., 1991). In addition, increased carbohydrate translocation (e.g., galactose, stachyose, and raffinose) to the buds during acclimation is associated with increased hardiness (Flinn and Ashworth, 1995). Wisniewski et al. (2003) reviewed that concentrated sugar solutions act like a cellular anti-freeze and are found in plants that are exposed to extremely low temperatures (-30˚C to -40˚C) over long periods of time. Because freeze tolerance is a dehydrative process, it can be induced by water deficit in some woody species (Yelenosky, 1979; Anisko and Lindstrom, 1996a, b). For example, rhododendron (Rhododendron L.) plants exposed to six weeks of water deficit during cold acclimation exhibited greater cold hardiness by 2 to 5°C compared to watered plants. Plants exhibited similar cold tolerance after re-watering, demonstrating that the gain in cold tolerance is associated with plant water status (Anisko and Lindstrom, 1996a, b).

There is little research published on the horticultural potential of S. americanus. In particular, given its interesting distribution, there is an absence of information on the genetic diversity of the northernmost disjunct population and cold hardiness of the species. The 8 following chapters report on variation in genetic diversity, ornamental traits, and cold hardiness within the distribution of S. americanus.

LITERATURE CITED

Abrams, M.D., B.D. Kloeppel, and M.E. Kubiske. 1992. Ecophysiological and morphological responses to shade and drought in two contrasting ecotypes of Prunus serotina. Tree Physiol. 10:343-355.

Abrams, M.D. 1994. Genotypic and phenotypic variation as stress adaptations in temperate tree species: a review of several case studies. Tree Physiol. 14:833-842.

Andrews, P. K., and E. L. Proebsting. 1987. Effects of temperature on the deep supercooling characteristics of dormant and deacclimating sweet cherry flower buds. J.

Amer. Soc. Hort. Sci. 112:334-340.

Anisko, T. and O.M. Lindstrom. 1996. Cold hardiness of azaleas is increased by water stress imposed at three dates. J. Amer. Soc. Hort. Sci. 121:296-300.

Anisko, T. and O.M. Lindstrom. 1996. Seasonal changes in cold hardiness of

Rhododendron L. ‘Catawbiense Boursalt’ grown under continuous and periodic water stress.

J. Amer. Soc. Hort. Sci. 121:301-306.

Avila-Diaz, I. and K. Oyama. 2007. Conservation genetics of an endemic and endangered epiphytic Laelia speciosa (Orchidaceae). Amer. J. Bot. 94:184-193.

Bauerle, W.L., T.H. Whitlow, T.L. Setter, T.L. Bauerle, and F.M. Vermeylen. 2003.

Ecophysiology of Acer rubrum seedlings from contrasting hydrologic habitats: Growth, gas exchange, tissue water relations, abscisic acid, and carbon isotope discrimination. Tree

Physiol. 23:841-850. 9

Ci, X.-Q., J.-Q. Chen, and Q.-M. Li. 2008. AFLP and ISSR analysis reveals high genetic variation and inter-population differentiation in fragmented populations of the endangered Litsea szemaois () from southwest China. Plant Syst. Evol. 273:237-

246.

Culley, T.M. 2005. Population genetic analysis of ISSR data. http:// www.biology.uc.edu/faculty/culley/Protocols/Population%20Genetic%20

Analysis%20of%20ISSR%20Data.pdf. Accessed 12 Aug 2009.

Cullina, W. 2002. Native trees, shrubs, and vines: a guide to using, growing, and propagating North American woody plants. Houghton Mifflin Company: New York.

Farmer, R.E. and P.E. Barnett. 1972. Altitudinal variation in seed characteristics of black cherry in the southern Appalachians. Forest Sci. 18:169-175.

Flinn, C.L., and E.N. Ashworth. 1995. The relationship between carbohydrates and flower bud hardiness among three Forsythia taxa. J. Amer. Soc. Hort. Sci. 120:607-613.

Flint, H.L. 1972. Cold hardiness of twigs of Querus rubra L. as a function of geographic origin. Ecology 53:1163-1170.

Fritsch, P.W. and S.D. Lucas. 2000. Clinal variation in the

Complex (). Systematic Bot. 25:197-210.

Gonsoulin, G.J. 1974. A revision of Styrax (Styracaceae) in , Central

America, and the Caribbean. Sida 5:191-258.

Graham, P.R., and R. Mullin. 1976. A study of flower bud hardiness in azalea.

J. Amer. Soc. Hort. Sci. 101:7-10. 10

Graves, W.R. and J.A. Schrader. 2008. At the interface of phylogenetics and population genetics, the phylogeography of Dirca occidentalis (Thymelaeaceae). Amer. J.

Bot. 95:1454-1465.

Habjorg, A. 1988. Ecophysiology and selection of European urban trees.

HortScience 23:539-542.

Kalberer, S.R., N. Levya-Estrada, S.L. Krebs, and R. Arora. 2006. Frost dehardening and rehardening of floral buds of azaleas are influenced by genotypic biogeography. Environ. Exp. Bot. 59:264-275.

Kalberer, S.R., M. Wisniewski, and R. Arora. 2006. Deacclimation and reacclimation of cold-hardy plants: current understanding and emerging concepts. Plant Sci. 171:3-16.

Lesica, P. and F.W. Allendorf. 1995. When are peripheral populations valuable for conservation? Conserv. Biol. 9:753-760.

Li, C., A. Vihera-Aarnio, T. Puhakainen, O. Junttila, P. Heino, and E.T. Palva. 2003.

Ecotype-dependent control of growth, dormancy and freezing tolerance under seasonal changes in Betula pendula Roth. Trees 17:127-132.

Luan S., T.Y. Chiang, and X. Gong. 2006. High genetic diversity vs. low genetic differentiation in Nouelia insignis (Asteraceae), a narrowly distributed and endemic species in China, revealed by ISSR fingerprinting. Ann. Bot. 98:583-589.

Michalski, S.G. and W. Durka. 2007. High selfing and high inbreeding depression in peripheral populations of Juncus atratus. Mol. Ecol. 16:4715-4727. 11

Nash, L.J. and W.R. Graves. 1993. Drought and flood stress effects on plant development and leaf water relations of five taxa of trees native to bottomland habitats. J.

Amer. Soc. Hort. Sci. 118:845-850.

Pearce, R.S. 2001. Plant freezing and damage. Ann. Bot. 87:417-424.

Pellett, N.E., N. Rowan, and J. Aleong. 1991. Cold hardiness of various provenances of flame, roseshell, and swamp azaleas. J. Amer. Soc. Hort. Sci. 116:23-26.

Peters, G.B., J.S. Lonie, and G.F. Moran. 1990. The breeding system, genetic diversity, and pollen sterility in Eucalyptus pulverulenta, a rare species with small disjunct populations. Aust. J. Bot. 38:559-570.

Sakai, A. and C.J. Weiser. 1973. Freezing resistance of trees in north America with reference to tree regions. Ecology 54:118-126.

Schrader, J.A. and W.R. Graves. 2003. Phenology and depth of cold acclimation in the three subspecies of Alnus maritima. J. Amer. Soc. Hort. Sci. 128:330-336.

Schrader, J.A. and W.R. Graves. 2004. Systematics of Alnus maritima (Seaside

Alder) resolved by ISSR polymorphisms and morphological characters. J. Amer. Soc. Hort.

Sci. 129:231-236.

Schrader, J.A., S.J. Gardner, and W.R. Graves. 2005. Resistance to water stress of

Alnus maritima: Intraspecific variation and comparisons to other alders. Environ. Exp. Bot.

53:281-298.

Stewart, J.R., W.R. Graves, and R.D. Landes. 2006. Cold hardiness and vernal budbreak of Rhamnus caroliniana and the invasive Rhamnus cathartica. J. Amer. Soc. Hort.

Sci. 131:345-351. 12

Su Y., T. Wang, Y. Sun, and H. Ye. 2009. High ISSR variation in 14 surviving individuals of Euryodendron excelsum (Ternstroemiaceae) endemic to China. Biochem.

Genet. 47:56-65.

Su Y., Q. Zan, T. Wang, Z. Ying, and H. Ye. 2008. High ISSR variation in 24 surviving individuals of Apterosperma oblate (Theaceae) endemic to China. Biochem. Syst.

Ecol. 36:619-625.

Townsend, A.M. 1977. Characteristics of red maple progenies from different geographic areas. J. Amer. Soc. Hort. Sci. 102:461-466.

Winstead, J.E., B.J. Smith, and G.I. Wardell. 1977. Fruit weight clines in populations of Ash, Ironwood, Cherry, Dogwood, and Maple. Castanea 42:56-60.

Wisniewski, M., C. Bassett, and L.V. Gusta. 2003. An overview of cold hardiness in woody plants: seeing the forest through the trees. HortScience 38:952-959.

Wood, B.W., L.J. Grauke, and J.A. Payne. 1998. Provenance variation in

Pecan. J. Amer. Soc. Hort. Sci. 123:1023-1028.

Yelenosky, G. 1979. Water-stress-induced cold hardening of young citrus trees. J.

Amer. Soc. Hort. Sci. 104:270-273.

13

CHAPTER 2. GENETIC VARIATION OF THREE POPULATIONS OF STYRAX

AMERICANUS REVEALED BY ISSR MARKERS

Olivia M. Lenahan and William R. Graves

Paper to be submitted to Biochemical Systematics and Ecology

Abstract

Styrax americanus Lam. (American snowbell) occurs throughout much of the southeastern

United States and is distributed continuously as far north as southeastern Virginia and southern Illinois. Our work focused on a small, threatened population in northern Illinois, about 500 km disjunct from populations to the south. The genetic profile of this disjunct population was compared to that of a population in southern Illinois and a population in

Florida by using inter-simple sequence repeats (ISSR) markers. Cluster analysis using the unweighted pair group method with arithmetic mean analysis (UPGMA) showed that populations and regions grouped separately. Analysis of molecular variance (AMOVA) revealed high genetic variation within populations (75%) and regional structuring (15%) between populations in Illinois and Florida. These results are typical of insect-pollinated woody species and indicate that gene flow is localized. Percentage of polymorphic loci of the disjunct population was 64%, greater than that of the population in Florida. We propose that the diversity of the disjunct population is a consequence of its history as a component of the Grand Marsh that existed in the region until about 100 years ago. Seed collection from the threatened northern population is one conservation strategy that would recover genetic diversity from this population. 14

Keywords: Styracaceae, American snowbell, threatened population, genetic structure, natural history, Kankakee River

Introduction

Styrax americanus Lam. (American snowbell) is a small tree native to the United

States. Populations are common in the Southeast, as far south as Sarasota County, FL. The distribution of S. americanus is fragmented and sparse in several states, including Illinois, where it is threatened. Several patchy populations exist in southern Illinois, and a disjunct population, reportedly of 19 individuals, is found approximately 500 km north in the

Momence Wetlands in Kankakee County (Department of Natural Resources, Illinois;

Phillippe et al., 2003).

Throughout its distribution, S. americanus is restricted to swamp margins and floodplains inundated with water annually. Trials in greenhouses have shown higher photosynthetic rates among S. americanus with partially flooded root zones than among plants with moist, drained root zones (Lenahan, 2009). Moreover, reports from field biologists in Illinois over the past 10 years have described a decline of individuals within populations and correspondingly a loss of habitat due to river entrenchment (Illinois

Department of Natural Resources, pers. commun.). Its apparent reliance on saturated soils makes S. americanus more vulnerable to decline than species found on soils that range in moisture content. Efforts to assess and mitigate threats to S. americanus require information on the genetic structure and diversity of the species. We focused on the small, disjunct population in northern Illinois because of its possible vulnerability and because it may have diverged from other populations. Styrax americanus is listed as state-threatened in Illinois, 15 with a potential to become endangered in the future, and restoration and monitoring of wetlands in Illinois is ongoing.

In general, peripheral populations spatially separated from the central distribution are often genetically distinct due to limited gene flow, natural selection, and genetic drift (Lesica and Allendorf, 1995). Our objective was to evaluate the genetic structure of the northern disjunct population and compare those individuals genetically to populations from the northern and southern extremes of the continuous range in southern Illinois and Florida, respectively. We hypothesized that the disjunct population in northern Illinois is genetically distinct from other populations in the continuous distribution. Also, we predicted that individuals in the northern disjunct population have low genetic diversity due to reportedly small population size. We used inter-simple sequence repeat markers (ISSRs) to assess the genetic structure of the three targeted populations. ISSRs are dominant markers that sample a broad segment of the genome (Culley, 2005; Schrader and Graves, 2004). They are frequently used to evaluate genetic differences at the population and subspecies levels

(Graves and Schrader, 2008; Schrader and Graves, 2004; Su et al., 2008). ISSRs have been used as a conservation tool to evaluate allelic richness and genetic diversity of threatened plant populations (Avila-Diaz and Oyama, 2007; Luan et al., 2006). We used ISSRs to gather new information on S. americanus that should influence efforts to conserve the species.

Material and Methods

Site characteristics and sample collection 16

Three populations of indigenous S. americanus were sampled (Fig.1). The northern disjunct population in Kankakee County, IL, is located on the north and south sides of the

Kankakee River east of Momence, IL, near the border of Illinois and Indiana. The designated wetland habitat is approximately 1,011 ha (Phillippe et al., 2003), though the fraction of that area on which S. americanus occurs is unknown. The wetland forest typically floods during March, April, and/or May. Mitsch and Rust (1984), using data from 1916 to

1977 obtained from the United States Geological Survey, reported that the Momence

Wetlands has flooded for 10 days 41 out of 61 years; 25-day flood events occurred in 30 out of 61 years. Styrax americanus has been confirmed at the border of the wet mesic floodplain forest and swamp community. Dominant species in this habitat include silver maple (Acer saccharinum L.), pin oak (Quercus palustris Muenchh.), green ash (Fraxinus pennsylvanica

Marsh.), and swamp white oak (Quercus bicolor Willd.) (Phillippe et al., 2003). The site in southern Illinois is a swampy woodland, fragmented by farmland, along the Cache River.

Species associated with S. americanus include water tupelo (Nyssa aquatic L.), pumpkin ash

(Fraxinus profunda Bush.), water elm (Ulmus aquatic Raf.), and willow oak (Quercus phellos L.) (Mohlenbrock et al., 1961). Although Myakka River State Park in Florida comprises numerous diverse habitats, S. americanus was sampled exclusively in the river floodplain hammock, where soils are flooded annually. This habitat is dominated by live oak

(Quercus virginiana Mill.) and sabal palm [Sabal palmetto (Walt.) Lodd. ex Schult]. Other species include American elm (Ulmus americana L.), water locust (Gleditsia aquatica

Marsh.), and small-leaf viburnum (Viburnum obovatum Walt.) (Huffman and Judd, 1998).

Leaf samples were collected from the three populations in the summer of 2007 (Fig.

1, Table 1). After an exhaustive search of the disjunct site in Kankakee County, IL, we 17 found seven plants, two north and five south of the Kankakee River, and sampled each.

Eleven individuals at the site in Pope County, IL, and 10 individuals within Myakka River

State Park in Florida were sampled. The maximum distance between sampled individuals within a population was 1609 m. Three young leaves positioned from the second to the fifth node from the distal end of a shoot were sampled. Leaves were immediately placed in separate bags filled with silica gel and stored at room temperature.

DNA amplification and genotyping

DNA samples were extracted from the 28 samples of dried leaf blades at the DNA

Sequencing and Synthesis Facility at Iowa State University. Three fluorescent 3’-anchored

ISSR primers [(CAC)3RC, (CA)6RG, and (GTG)3GC] were selected based on previous utility

with other woody species (Schrader and Graves 2004a, b). Optimization-reaction conditions

were based on Schrader (2004) (PTC-200 DNA Engine, MJ Research, Waltham, MA, USA).

ISSR reaction mixtures of 25 µl contained 1.0 µL DNA, 1.2 µM primer, 300 µM dNTP mix

(SIGMA, St. Louis, MO, USA), 1 x reaction buffer that contained Mg(OAc)2, and 1 unit of

Klen Taq DNA polymerase (SIGMA). A negative control (no DNA added) was included in each PCR run to test for contamination.

Amplified PCR products were processed with an Applied Biosystems 3100 Genetic

Analyzer (ABI, Foster City, CA, USA) that separated samples via a capillary array and captured the gel image. DNA fragments were viewed with Genographer 2.1.4 (Benham,

2001).

18

Data analysis

ISSR bands were scored for presence (1) or absence (0) (Fig. 2). A band present in two out of three repetitions was scored “1.” GenAlEx 6.2 (Peakall and Smouse, 2006) was used to calculate percentage of polymorphic loci and Shannon’s information index (Brown and Weir, 1983). Analysis of molecular variance (AMOVA) was calculated in GenAlEx 6.2 to determine genetic variation within and among the three populations and two regions (i.e.,

Illinois populations combined to form one region) (Peakall et al., 1995). The Mantel test was used to test for a correlation between genetic distance and geographic distance among the three populations by using 999 permutations. Clustering among populations was analyzed by constructing an unweighted pair group method with arithmetical averages (UPGMA) tree based on a 50% majority-rule consensus from 1000 bootstrap replications by using the

PHYLIP program (Phylogeny Inference Package; Felsenstein, 2005).

Results

Amplification with three fluorescent 3’-anchored primers generated 313 loci across three populations of S. americanus. The disjunct population in Kankakee County, IL, had

4% greater polymorphic loci than the population in Florida (Table 2). Shannon’s information index increased from south to north and ranged from 0.33 in the Florida population to 0.37 in the Illinois populations (Table 2). Only individuals from Florida and southern Illinois had unique alleles (Table 2). AMOVA indicated the majority of genetic variation in S. americanus occurred within populations (Table 3). Less variation occurred between the

Illinois and Florida regions (15%) and among all three populations (10%). 19

The majority-rule consensus tree diagram showed grouping among the three populations (Fig. 3). Populations from Kankakee County and Pope County, IL, grouped separately (50% bootstrap). The populations from Illinois together formed a separate group from the population in Florida (50% bootstrap) (Fig. 3). There is one outlier in the Florida population (F3). A Mantel test showed a positive linear trend between genetic distance and geographic straight-line distance (r2 = 0.44 and P = 0.001).

Discussion

Genetic structuring

The AMOVA analysis showed genetic structuring of populations of S. americanus.

A majority (75%) of genetic variation occurred within populations, while 15 and 10% of

variation was partitioned between regions and among all three populations, respectively

(Table 2). These results are similar to those of other studies of outcrossing woody species

(Kothera et al., 2007; Renau-Morata et al., 2005; Sheng et al., 2005). For example, Luan et

al. (2006) reported 74.7% variation partitioned within populations of Nouelia insignis

Franch., an outcrossing shrub endemic to southwestern China. Our results confirm that S.

americanus primarily outcrosses. The UPGMA consensus tree (Fig. 3) complements the

AMOVA results and shows distinctions among populations and between regions. The

reproductive dynamics of this species help to explain the genetic structuring. For example,

the known pollinators of S. americanus are short-range insects such as the honey bee (Apis

mellifera L.), bumble bee (Bombus spp.), and monarch butterfly (Danaus plexippus L.)

(Gonsoulin 1974). The mode of seed dispersal in this species also suggests a localized

pattern. Meanley (1956) reported that seeds of S. americanus were a principal food of wild 20 (Meleagris spp.) in bottomlands in Arkansas, and Porter (1977) reported a small distance range for wild turkeys in southeastern Minnesota, with the average movement in summer between 1.8 to 5.1 km2. Based on its flood-prone habitats, water is another likely

mode of dispersal for seeds of S. americanus. Taken together, the pollination and seed-

dispersal dynamics of S. americanus lend support to the case for localized gene flow and help

explain the genetic structuring in this species. The positive correlation between geographical

distance and genetic distance we found represents further evidence that supports regional

genetic structuring.

The pattern revealed by ISSR markers suggests a decline of unique alleles with

increasing latitude (Table 2). The southeastern region of the United States is considered the

pivot point of species’ range expansion and a refugia point south of the ice sheets that

expanded and contracted during the Quaternary ice ages. The pattern of decreasing unique

alleles to the north implies the expansion of S. americanus after glaciations (Hewitt, 2000).

Genetic diversity

The percentage of polymorphic loci of S. americanus from northern Illinois is slightly

greater by about 4% than that of the population from Florida (Table 3). Small population

size often results in increased genetic drift, which in turn leads to a reduction in genetic

diversity (Ellstrand and Elam, 1993). Thus, based on genetic trends we predicted a reduction

of polymorphism in the small and isolated population of S. americanus compared to

populations in the continuous range. Our results show no relationship between genetic

diversity and population size. Instead, genetic diversity of the northern disjunct population is

greater than that of larger populations to the south (Table 2). Shannon’s information index, a 21 value that describes diversity within a population, shows a trend similar to that found for polymorphism (Table 2). A possible explanation lies in the history of the region. Before the mid 1800s, the Kankakee River meandered through a dramatically different landscape than what remains today amid land used for agricultural production. A maze of tributaries formed bayous and floodplain prairies in both Illinois and Indiana and flowed into an undisturbed

Kankakee River. The region, known as the Grand Marsh or Great Kankakee Marsh extended from Momence, IL, to South Bend, IN, and provided a rich habitat for riparian and swamp species 4.8 to 8.0 km on both sides of the Kankakee River. The Grand Marsh extended over approximately 161,874 hectares, and was considered the largest marsh in the interior United

States (Mitsch and Gosselink, 2007). Meyer (1935) described the area as an “intricate maze of meanders, oxbow lakes, sloughs, and bayous;” there were marsh prairies of sedges and grasses, wild-rice mires, and islands of oak barrens. The area teemed with game, wild fowl, fish, and muskrats, and was a popular hunting ground.

In the mid 1800s, settlers viewed the Grand Marsh as space for agriculture. Drainage of the marsh began in 1852 by ditching and dredging the tributaries in Indiana. Beginning in the 1900s, there was increased dredging of the Kankakee River in Indiana, and the main river with 2000 bends was straightened and reduced in length from 402 to 128 km. The Grand

Marsh in Indiana was eliminated. The Kankakee River in Illinois, however, was protected from dredging and still meanders over the same area (Arnold et al., 1999; Meyer, 1935;

Mitsch and Gosselink, 2007). Today, the Momence Wetlands and the riparian habitat east toward the Indiana border is the only remnant of the Grand Marsh that existed in Illinois and is home to a high diversity of plant life (385 taxa) (Phillippe et al., 2003). 22

The history of disturbance in the region likely explains the current rarity of S. americanus in northern Illinois and clarifies the high percentage of polymorphism in this disjunct population. Our original hypothesis was that individuals in the northern disjunct population had low genetic diversity due to its isolation and small population size. Given the natural history of the area, we revisit the original hypothesis and offer new speculations to explain the high polymorphism in the small, disjunct population. We now suspect that individuals of S. americanus in the Momence Wetlands were once part of a much larger population that thrived in the swampy habitat of the Grand Marsh. Styrax americanus is reported as being vulnerable to extirpation in Indiana (Department of Natural Resources,

Indiana); however, it is likely that the species grew throughout the Grand Marsh in Indiana a century ago. Moreover, the Kankakee River itself could have acted as a barrier to gene flow, leading to the formation of genetically distinct individuals north and south of the river, resulting in substantial genetic diversity in this region. During our search for this species, we found only two plants north of the river and therefore did not analyze this pair separately nor compare them with the five plants found south of the river. We speculate that the high genetic diversity of S. americanus in this region may be due to the recent reduction in population size (≈100 years ago) and little time for a change in genetic structure. Other investigations of small and isolated populations have reported high genetic diversity and attributed this to recent habitat disruption and insufficient time for genetic drift to act on the population (Ci et al., 2008; Luan et al., 2006; Su et al., 2008; Su et al., 2009).

The genetic diversity in the threatened disjunct population is an encouraging result for the conservation of this species. Despite the small population size, genetic diversity can be recovered from the collection of seeds. Another strategy for preserving the genetic diversity 23 of the threatened northern populations is to plant cuttings from the northern site in a common garden and cross pollinate the individuals. Our results suggest that the disjunct population in northern Illinois is genetically distinguishable from individuals approximately 500 km to the south in Pope County, IL. Phenotypic differences among populations also have been observed, including larger flowers on plants from the Momence Wetlands compared to plants from Florida grown in a common environment (Lenahan, 2009). The genetic and phenotypic distinctions and genetic diversity of the northern disjunct population merit efforts to conserve the few remaining plants and enhance the long-term persistence of the gene pool. The Nature

Conservancy and the Department of Natural Resources of Indiana are working to restore part of the former Grand Marsh in Indiana through the Indiana Grand Kankakee Marsh

Restoration Project. Continued restoration of wetland forest habitats is vital to the future of this species in Illinois, Indiana, Kentucky, Tennessee, and Virginia, states in which the distribution of S. americanus is tightly restricted.

Acknowledgements

The J. Frank Schmidt Family Charitable Foundation and the Iowa Nurseryman’s Research

Corporation provided funds to support this research. We gratefully acknowledge Rick

Phillippe of the Illinois Natural History Survey for assistance at Momence Wetlands. Park

Biologist Diana Donaghy of the Myakka River State Park generously assisted with the collection of samples, and Matt Helgeson, James Schrader, and Nickolee Boyer provided technical assistance.

24

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Water Resources Investigations Report 98-4268.

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Brown, A.H.D., Weir, B.S., 1983. Measuring genetic variability in plant populations.

In: Tanksley SD, Orton TJ (ed) Isozymes in Plant Genetics and Breeding, Part A. Elsevier,

Amsterdam, pp 219-239.

Ci, X.-Q., Chen, J.-Q., Li, Q.-M., 2008. AFLP and ISSR analysis reveals high genetic variation and inter-population differentiation in fragmented populations of the endangered Litsea szemaois (Lauraceae) from southwest China. Plant Syst. Evol. 273, 237-

246.

Culley, T.M., 2005. Population genetic analysis of ISSR data. Available from: http:// www.biology.uc.edu/faculty/culley/Protocols/Population%20Genetic%20

Analysis%20of%20ISSR%20Data.pdf. Accessed 12 Aug 2009.

Department of Natural Resources, Illinois, 2009. Element Occurrence Record for

Styrax americanus. 25

Department of Natural Resources, Indiana, 2007. Endangered, Threatened, Rare and

Extirpated Plants of Indiana. Available from: http://www.

In.gov/dnr/naturepreserve/files/etrplants.pdf. Accessed 7 Nov 2009.

Ellstrand, N.C., Elam, D.R., 1993. Population genetic consequences of small population size: Implications for plant conservation. Ann. Rev. Ecol. Syst. 24. 217-242.

Felsenstein, J., 2005. PHYLIP (Phylogeny Inference Package) Version 3.6.

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Gonsoulin, G.J., 1974. A revision of Styrax (Styracaceae) in North America, Central

America, and the Caribbean. Sida 5, 191-258.

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Kothera, L., Richards, C.M., Carney, S.E., 2007. Genetic diversity and structure in the rare Colorado endemic plant Physaria bellii Mulligan (Brassicaceae). Conserv. Genet. 8,

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Lenahan, O.M., 2009. Genetic profile and horticultural evaluation of Styrax americanus Lam. (American snowbell). Dissertation, Iowa State University. 26

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Ecol. 36, 619-625. 28

Figures

Fig. 1 Distribution map of Styrax americanus Lam. (Little, 1971). Trees were sampled from a disjunct population located in the Momence Wetlands in northern Illinois (A). A closeup of this region is shown with arrows indicating sampling locations north and south of the

Kankakee River (USGS map). A population in Pope County in southern Illinois, approximately 500 km south of the disjunct population, was selected because it is near the northern extreme of the continuous distribution (B). The third sampled population is within the southernmost portion of the distribution in Myakka River State Park in Sarasota County,

FL (C).

Fig. 2 Example of an ISSR gel showing individuals from populations in the Momence

Wetlands in Kankakee County, IL (K), Pope County, IL (S), and Sarasota County, FL (F).

Bands were scored for presence (1) or absence (0).

Fig. 3 Majority rule consensus UPGMA unrooted tree showing individuals from populations in the Momence Wetlands in Kankakee County, IL (K), Pope County, IL (S), and Sarasota

County, FL (F). The separation between clusters of the Illinois populations and between the

Illinois and Florida region are significant at 50% consensus as indicated by *. 29

A

B

C

Fig. 1

30

F F F K K K K K K K S S S

Fig. 2 31

* *

Fig. 3

32

Table 1. Locations of sampled populations of Styrax americanus in Florida and Illinois.

Trees Species Latitude Longitude Location sampled status (N) (W)

Myakka River State Park, Sarasota 10 Common 27°14’ 82°18’ County, FL

Pope County, IL 11 Threatened 37°22’ 88°40’

Momence Wetlands, 7 Threatened 41°09’ 87°33’ Kankakee County, < 19 trees IL

33

Table 2. Percentage of polymorphic loci, Shannon’s information index, and unique alleles for 3 populations of Styrax americanus from Sarasota County, FL, Pope County, IL, and a disjunct population in Kankakee County, IL.

Location Polymorphic loci Shannon’s Unique alleles (%) information index

Myakka River State 60 0.33 3 Park, Sarasota County, FL

Pope County, IL 62 0.37 2

Momence Wetlands, 64 0.37 0 Kankakee County, IL

Standard Error 1.2 0.01

34

Table 3. Analysis of molecular variance (AMOVA) for two regions (Florida and Illinois) and three populations of Styrax americanus from Sarasota County, FL, Pope County, IL, and a disjunct population in Kankakee County, IL. PhiRT, PhiPR, and PhiPT are the proportions of total variance between regions, among populations, and among plants within populations, respectively.

Source of Sum of Variance Variation AMOVA P value variation df squares component (%) statistics, value

Between 1 186.01 8.03 15 PhiRT, 0.151 0.001 regions

Among 1 86.41 5.44 10 PhiPR, 0.120 0.003 populations

Within 24 955.86 39.83 75 PhiPT, 0.253 0.001 populations

Total 26 1228.29 53.30

35

CHAPTER 3. VARIATION IN FLOWER MORPHOLOGY AMONG THREE

POPULATIONS OF STYRAX AMERICANUS

Olivia M. Lenahan and William R. Graves

Paper to be submitted to Native Plants Journal

Abstract

American snowbell (Styrax americanus Lam. [Styracaceae]) is an ornamental tree or shrub seldom used in the nursery industry. The species occurs throughout much of the southeastern

United States and is distributed continuously as far north as southeastern Virginia and southern Illinois. We are studying a small, threatened population in northern Illinois (latitude

= 41°10N), about 500 km disjunct from populations to the south. The horticultural value of this attractive species depends on its floral display. Our objective was to assess the floral variation from one population in each of 3 provenances, Florida, southern Illinois, and northern Illinois, grown in a common environment. The length of the pistil was greatest for plants from northern Illinois, followed by southern Illinois, and then Florida. Lengths of stamens and were greatest for plants from both Illinois populations compared to plants from Florida. Plants from Florida had more flowers than plants from northern Illinois and a similar number of flowers compared to plants from southern Illinois. Styrax americanus showed a strong correlation between the lengths of the anthers and pistils, and between the lengths of the stamens and pistils, showing an association between functionally related traits.

This new information on floral variation across the distribution of S. americanus may impact horticultural use of the species and studies focusing on reproductive biology of plants in nature. 36

Key Words: American snowbell, common-garden study, woody ornamental, Styracaceae, horticultural potential, wetland

Nomenclature: USDA, NRCS, PLANTS Database (2009)

Introduction

American snowbell (Styrax americanus Lam. [Styracaceae]) is a small ornamental tree native to North America. The species is not common in the wild nor in horticultural commerce and has received little attention from naturalists and those concerned with introducing new taxa to nursery and landscape trades. Styrax americanus occurs at moist sites alongside streams, near swamp margins, and in floodplains (Gonsoulin 1974). Patchy populations extend from southwest Florida to southern Illinois, and a small, disjunct population of 19 or fewer individuals is indigenous to a wetland in northern Illinois, about

500 km north of the closest populations to the south (Duncan and Duncan 1988; Phillippe et al. 2003; Department of Natural Resource, Illinois, pers. commun.).

Floral traits of a plant species can vary within its distribution. For example, Fritsch and Lucas (2000) reported a clinal increase in flower size with latitude in the genus Halesia

Ellis ex L. (Styracaceae), a member of the same family to which Styrax belongs. Many researchers have related soil-moisture gradients to flower size variation, with small flowers in more stressful, arid environments (Kulbaba and Worley 2008; Herrera 2005; Sapir et al.

2002). In addition, the size of pollinators in habitats throughout a distribution influences the size of flowers (Perez-Barrales et al. 2009; Boyd 2002). Often, a combination between pollinator selection pressure, environmental conditions, and genetic differentiation explains floral variation within a species (Peterson, 2009; Chalcoff et al. 2008). 37

Our research has focused on the horticultural potential of S. americanus. We have studied the tolerance of this species to water stress and low temperature with the broad goal of assessing the potential of S. americanus to thrive in managed landscapes. The horticultural value of this species depends on its ornamental traits, such as the showy flowers.

There is no literature on floral variation in S. americanus. Our objective was to evaluate variation in floral morphology among 3 populations that span the distribution of S. americanus and test for relationships among flower size, the number of flowers per plant, and plant origin.

Material and Methods

Plant material

Styrax americanus, originating from 3 populations, were grown singly in pots

(18 cm [7.1 in] tall, 16.5 cm [6.5 in] wide) in a mixture of 50% processed pine bark, 35% sphagnum peat, and 15% perlite (by volume) (Fafard® 52, Fafard, Inc., Agawam,

Massachusetts). Plant material consisted of softwood cuttings collected from three S. americanus from the Momence Wetlands in northern Illinois in 2005 (latitude 40º9’472’’N; longitude 87º33’161’’W); plants grown from seeds collected from a wetland in southern

Illinois in 2005 (latitude 37º22’20’’N; longitude 88º40’44’’W); and three-year-old plants originating from central Florida and purchased from a Florida native nursery (Superior Tree

Nursery Inc., Lee, Florida) (Figure 1; Figure 2). Plants were grown for 3 years in a greenhouse in Ames, IA, and were fertilized once every week from June to Aug. with a solution of 110 mg/kg N in tap water from Miracle-Gro® (30N-4.4P-8.3K) (Scotts Miracle-

Gro Products, Marysville, Ohio). All populations were exposed to natural daylength, 38 ambient spring and summer temperatures, and chilled temperatures in winter. Roots from both cuttings and seedlings were visually similar. The maximum and minimum temperatures from June to Sept. were 34/16 °C (93/61 °F), and the average temperature during this time was 22.9 °C (73.2 °F). The average range of temperatures from January to April was 5.8 to

14.8 °C (42.4 to 58.6 °F).

Floral measurements

When plants were near anthesis in April 2009, 25 individual plants of uniform size and vigor, 5 from each of 3 genotypes from northern Illinois, and 5 each from the southern

Illinois and Florida populations were selected. We chose 25 flowers per plant on branches positioned toward the top of the canopies that were exposed to similar irradiance. Flowers were measured approximately 1 to 2 days after opening. Eight floral characters were measured: length from the stigma to the ovary base (PISTIL), length of anthers and filaments

(STAMEN), length of the anthers (ANTHER), length from the stigma to the top of the anthers (STYLE), basal width of flower petals (WIDTH), length of the (LENGTH), the percentage of curl of the tip of the petal (REFLEX), and the estimated total number of flowers per plant (TOTAL FLW) (Figure 3).

PISTIL, STAMEN, ANTHER, and STYLE were measured on all 25 flowers per plant. For WIDTH, LENGTH, and REFLEX, 10 of the 25 flowers per plant were removed and placed on black paper for visual contrast. The degree of petal curl (REFLEX) was determined by estimating the position of the petal in relation to the percentage of a closed circle. For example, a reflexed petal that curled to form a complete circle was assigned

100%; a petal that was slightly reflexed and curled to form one-half of a circle was assigned 39

50%. These measures were made to the nearest 5%. Length and width of straightened petals then were measured. Total flowers per plant (TOTAL FLW) was estimated by multiplying the number of flowering branches by the average flowering branch length by the average floral density (number of flowers per branch length).

Statistical analysis

Plants were arranged in a completely randomized design in a greenhouse. Values of floral characters from each population were compared by paired t-tests that assumed unequal variances (Proc t-test) using the Statistical Analysis System (SAS) program (SAS Institute,

Cary, ). The floral characters from all genotypes were tested for pairwise associations with one another using Pearson’s correlation test (SAS).

Results

PISTIL was greatest in plants from northern Illinois, followed by southern Illinois, and then Florida (Table 1, Figure 4). The ANTHER, STAMEN, WIDTH, and LENGTH of flowers from both Illinois populations were similar to each other and greater than those traits of flowers from Florida. REFLEX was similar among all populations. TOTAL FLW was greatest among plants from Florida compared to plants from northern Illinois (Table 1).

Pearson’s test revealed a strong correlation between latitude of origin and PISTIL,

STAMEN, and LENGTH. There were positive and strong correlations between STAMEN and PISTIL, between PISTIL and ANTHER, and between LENGTH and PISTIL and

STAMEN (Table 2).

40

Discussion

Results from the 3 populations we assessed, which span the distribution of S. americanus, indicate that floral parts in this species are larger in the northern part of its distribution. Floral parts were strongly correlated with latitude, suggesting that plants from

Illinois have larger flowers than plants from Florida (Table 1; Table 2; Figure 4). These results are consistent with a study on Halesia, in which the size of the corolla increased from south to north in the northern hemisphere (Fritsch and Lucas 2000). Clinal patterns of flower size may be due to environmental gradients or to genetic differentiation. For example,

Herrera (2005) suggested that the size of flowers of rosemary (Rosmarinus officinalis L.

[Lamiaceae]) increased with elevation in response to increasing precipitation. Similarly,

Sapir et al. (2002) indicated that an aridity gradient from north to south influenced flower size in Iris L. (Iridaceae). In this study, plants were grown in a common environment for 3 years and exposed to similar aerial and edaphic conditions.

Several studies have suggested that the size of pollinators influences the size of flowers (Perez-Barrales et al. 2009; Chalcoff et al. 2008; Primack 1987). For example, Boyd

(2002) reported that the size of the giant trumpet flower (Macromeria viridiflora DC.

[Boraginaceae]) and the size of its pollinator increased from north to south, suggesting that pollinators exerted a selection pressure on flower size. Pollinators observed on S. americanus include the honey bee (Apis mellifera L. [Apidae]), bumble bee (Bombus L.

[Apidae]), monarch butterfly (Danaus plexippus L. [Danaidae]), fruit flies (Drosophila

[Drosophilidae]), and thrips (Thrips L. [Thripidae]) (Gonsoulin 1974). Pollinators specifically active within the 3 provenances we studied have not been monitored; the 41 hypothesis that comparatively large pollinators visit flowers in the northern habitats and thus exert a selection pressure for larger flowers could be tested.

Styrax americanus showed a strong correlation between the STAMEN and PISTIL, which is consistent with the idea that functionally related traits are associated with one another (Connor and Sterling 1995). There were almost 3 times more flowers on plants from

Florida compared to plants from northern Illinois, and correspondingly smaller floral parts on plants from Florida. However, the number of flowers on plants from southern Illinois was similar to plants from Florida. Moreover, floral parts were larger on southern Illinois plants compared to the Florida population. Therefore, it is unclear if the size of flowers in S. americanus is due to a tradeoff in whole-plant resource allocation. Other studies have found an association between flower size and number of flowers. For example, Carvalho et al.

(2006) reported that sink/source allocation could be manipulated in daisy (Chrysanthemum L.

[Asteraceae]) plants to either produce a fewer number of large flowers or a greater number of small flowers. This pattern was also seen in wild radish (Raphanus sativus L.

[Brassicaceae]) (Stanton and Preston 1988). In contrast, Worley and Barrett (2000) found that the size of flowers is not directly related to the number of flowers in Brazilian water hyacinth (Eichhornia paniculata [Spreng.] Solms [Pontederiaceae]). The authors reported that fruit set was related to flower size and suggested that the size and number of flowers may involve competition for different resources. It may seem disadvantageous for plants to produce fewer flowers. However, previous studies have shown that larger flowers attract more pollinators by allocating more resources to nectar rather than pollen (Schemske and

Agren 1994; Worley and Barrett 2000). 42

Our results suggest that flower size in S. americanus is larger in the Illinois populations compared to plants from the southern part of the distribution. The larger flowers in the northern populations of Illinois add to this species potential in the horticultural trade.

The niche of S. americanus in the landscape is that of a specimen tree, meant to be highlighted in the garden and enjoyed up close. The showy flowers of this species, combined with the cold hardiness of selections from the northern populations (Lenahan 2009) are promising traits that justify landscape plantings of this native species. Moreover, this study highlights ornamental variation within the distribution and provides a preliminary guideline for selecting germplasm of interest.

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(Pontederiaceae): direct and correlated responses to selection on flower size and number.

Evolution 54:1533-1545.

45

Figures

Figure 1. Distribution map of Styrax americanus (Little, 1971). Plant material originated from 3 populations that span the distribution of this species: a disjunct population located in the Momence Wetlands in northern Illinois (A), a population in Pope County in southern

Illinois, approximately 500 km south of the disjunct population (B), and a population in the southern part of the distribution in central Florida (C).

Figure 2. Habitat of Styrax americanus in Pope County in southern Illinois. The area floods in spring, and soils remain moist in fall. An arrow points to a young tree of S. americanus.

Figure 3. Flowers of Styrax americanus. Floral characters were measured in 3 populations growing in a greenhouse in Ames, IA. Floral characters were: Length and width of petals

(LENGTH and WIDTH, respectively), the percentage of curl of the tip of the petal

(REFLEX), length of anthers, stamen, pistil (ANTHER, STAMEN, PISTIL, respectively), and separation of the stigma from the anthers (STYLE).

Figure 4. Representative flowers of Styrax americanus from the northern Illinois population and the Florida population. Three populations of S. americanus that spans its distribution were grown in a greenhouse for 3 years. Floral traits were measured from 3 genotypes from northern Illinois, and 5 genotypes each from populations in southern Illinois and Florida.

46

A

B

C

Figure 1

47

Figure 2

48

PETAL LENGTH

REFLEX ANTHER PISTIL

STAMEN

STYLE

Figure 3

49

Northern Illinois

Florida

Figure 4

50

Table 1. Eight floral characters were measured for 3 populations of Styrax americanus: length (cm) from the stigma to the ovary base (PISTIL), length of anthers and filaments

(STAMEN), length of the anthers (ANTHER), length from the stigma to the top of the anthers (STYLE), basal width of flower petals (WIDTH), length of the petal (LENGTH), the percentage of curl of the tip of the petal (REFLEX), and the estimated total number of flowers per plant (TOTAL FLW). The degree of petal curl (REFLEX) was determined by estimating the position of the petal in relation to the percentage of a closed circle. Means were compared by paired t-tests that assumed unequal variance according to Proc t-test using the Statistical System (SAS) program (SAS Institute, Cary, NC).

Two sample t test for detection of difference between Northern Illinois and Florida

Floral Part Northern Illinois Florida t Value P value

PISTIL 1.92 1.55 -4.82 0.005

ANTHER 1.30 1.03 -4.89 0.003

STAMEN 0.58 0.45 -7.10 0.001

STYLE 0.26 0.19 -1.61 0.159

WIDTH 0.48 0.34 -2.22 0.087

LENGTH 1.49 1.17 -5.68 0.002

REFLEX 44 68 1.96 0.139

TOTAL FLW 499 1487 2.18 0.072

51

Table 1. (continued) Two sample t test for detection of difference between Northern Illinois and Southern Illinois

Floral part Northern Illinois Southern Illinois t Test P value

PISTIL 1.92 1.81 2.11 0.086

ANTHER 1.30 1.27 1.85 0.122

STAMEN 0.58 0.51 0.89 0.421

STYLE 0.26 0.20 1.38 0.219

WIDTH 0.48 0.47 0.24 0.825

LENGTH 1.49 1.39 1.86 0.126

REFLEX 44 56 -0.68 0.547

TOTAL FLW 499 991 -1.18 0.292

Two sample t test for detection of difference between Florida and Southern Illinois

Floral Part Florida Southern Illinois t Value P value

PISTIL 1.55 1.81 -2.72 0.028

ANTHER 1.03 1.27 -1.73 0.125

STAMEN 0.45 0.51 -3.97 0.004

STYLE 0.19 0.20 -0.16 0.875

WIDTH 0.34 0.47 -2.83 0.039

LENGTH 1.17 1.39 -2.87 0.029

REFLEX 68 56 0.45 0.671

TOTAL FLW 1487 991 1.02 0.343

52

Table 2. Pearson correlation coefficients (r) among flower traits for Styrax americanus from

3 populations that were grown in a greenhouse for 3 years. Twenty-five flowers were measured from 3 genotypes from northern Illinois, and 5 genotypes each from populations in

Florida and southern Illinois. Four floral characters were correlated with latitude and with each other: length from the stigma to the ovary base (PISTIL), length of the anthers

(ANTHER), length of anthers and filaments (STAMEN), and the petal length (LENGTH), and latitude of origin (LATITUDE).

PISTIL ANTHER STAMEN LENGTH

PISTIL

ANTHER 0.66z

(0.037)y

STAMEN 0.85 0.55

(0.001) (0.097)

LENGTH 0.72 0.43 0.88

(0.042) (0.279) (0.003)

LATITUDE 0.69 0.52 0.81 0.76

(0.026) (0.127) (0.004) (0.028)

zPearson correlation coefficient (r)

yP value

53

CHAPTER 4. DROUGHT AND COLD TOLERANCES OF AMERICAN

SNOWBELL FROM DISPARATE GEOGRAPHIC ORIGINS

Olivia M. Lenahan and William R. Graves

Paper to be submitted to HortScience

Abstract

Styrax americanus Lam. (American snowbell) is a deciduous, woody plant distributed in patchy populations in floodplains and swamp margins from Florida to Illinois. This attractive species might merit increased horticultural use, but data are needed on the tolerance of American snowbell to drought and low-temperature stresses. Our objective was to assess the influence of soil-water status on photosynthesis and cold tolerance of plants from one population in each of three provenances, Florida, southern Illinois, and northern Illinois.

Root zones of plants in pots were kept either near container capacity, partially flooded, or at low water content to elicit drought stress of plants in a greenhouse from June to November

2008. All replicate plants survived the three treatments, but partial flooding caused a greater net CO2 exchange rate, a greater stomatal conductance, and a greater leaf area in all

populations compared with plants in the water deficit treatment. Across hydration

treatments, there were no provenance differences in CO2 exchange rates between the

northern Illinois and Florida populations, whereas plants from southern Illinois exhibited

lower gas exchange in water deficit and partial flood treatments compared to other

populations. Stem tissue of plants from northern Illinois were most cold-hardy, followed by

southern Illinois and Florida. This study provides initial evidence of a dynamic interplay of 54 moisture supply and cold hardiness. The flexibility of this species regarding soil-water supply adds to its potential for greater landscape use.

Keywords: Styrax americanus, provenance, disjunct, water deficit, partial flood, cold hardiness

Introduction

Styrax americanus Lam. (American snowbell) is a small ornamental tree that is rare in the nursery trade. S. americanus grows at moist sites alongside streams, near swamp margins, and in floodplains (Gonsoulin, 1974). Patchy populations extend from southwest

Florida to southern Illinois, and a small, disjunct population of 19 or fewer individuals is indigenous to a wetland in northern Illinois, about 500 km north of the closest populations to the south (Department of Natural Resource, Illinois, pers. commun.; Duncan and Duncan,

1988; Phillippe et al., 2003). Due to its rarity in managed landscapes, little is known about the tolerance of S. americanus to water stress and low temperature.

Previous research and observations by horticulturists show that trees and shrubs restricted in nature to wet or saturated soils can possess remarkable drought tolerance. For example, Alnus maritima (Marsh.) Muhl. ex Nutt. (seaside alder), which occurs in nature exclusively in soils that are continuously saturated, has proven tolerant to dry root zones when planted in managed landscapes (Schrader et al., 2005). This finding allowed the addition of A. maritima to an established list of wetland species with drought tolerance, such as Taxodium distichum L. Rich., Acer rubrum L., and Magnolia virginiana L. (Bauerle et al.,

2003; Nash and Graves, 1993). Moreover, A. maritima and other wetland plants show cold tolerance well beyond the extent of hardiness needed to persist in their native habitats (Sakai 55 and Weiser, 1973; Schrader and Graves, 2003). Taken together, data on tolerance to both water and temperature stress help predict how and where a woody species can be used by nursery and landscape professionals. We hypothesized that S. americanus is capable of withstanding prolonged deficit moisture, that plants from disparate wild provenances will vary in cold hardiness, and that plants of S. americanus from various provenances possess greater cold tolerance than is necessary to persist where they are native.

Cold acclimation of a woody plant can be influenced by its water status. Many plants tolerate freezing by losing symplastic water due to vapor pressure deficits and partitioning ice formation extracellularly. The loss of water increases solute concentration and depresses the freezing point in the symplast (Pearce, 2001). Because freeze tolerance is a dehydrative process, it can be induced by water deficit in some woody species (Anisko and Lindstrom,

1996a, b; Yelenosky, 1979). For example, rhododendron (Rhododendron L.) plants exposed to six weeks of water deficit during cold acclimation exhibited greater cold hardiness by 2 to

5 °C compared to watered plants. Plants exhibited similar cold tolerance after re-watering, demonstrating that the gain in cold tolerance is associated with tree water status (Anisko and

Lindstrom, 1996a, b).

There is no published information on the interaction of soil-water supply and cold tolerance of the wetland species S. americanus. Temperature and water supply primarily govern the distribution of woody species. Although the range of S. americanus is largely restricted to moist habitats, the response of this species to various soil-water conditions is unknown. In addition, cold tolerance of S. americanus has not been investigated. The objectives of this study were to evaluate the tolerance of S. americanus to water deficit and 56 partial flooding, and to determine how soil-water status affect cold tolerance during early and late cold acclimation.

Materials and Methods

Plant material and treatments

Styrax americanus from three populations were grown singly in plastic pots (18 cm tall, 16.5 cm wide) in a mixture of 60% processed pine bark, 30% sphagnum peat, and 10% perlite (by volume) (Fafard® 52, Fafard, Inc., Agawam, MA). Plant material consisted of softwood cuttings collected from three S. americanus from the Momence Wetlands in northern Illinois in 2005 (latitude 40º9’472’’N; longitude 87º33’161’’W); three-year-old plants grown from seeds collected from a wetland in southern Illinois (latitude 37º22’20’’N; longitude 88º40’44’’W); and two-year-old plants originating from central Florida and purchased from a Florida native plant nursery (Superior Tree Nursery Inc., Lee, FL). Plants were fertilized once every week from June to Aug. 2008 with a solution of 110 mg/kg N in tap water from Miracle-Gro® (30N-4.4P-8.3K) (Scotts Miracle-Gro Products, Marysville,

OH) and exposed to natural daylength in a greenhouse in Ames, IA.

Treatments were applied from 11 June to 15 Nov. 2008. Plants were arranged in a completely randomized design. Fifteen plants of uniform size were selected from each population, and five were assigned randomly to each of three hydration treatments. Clones of the three genotypes from northern Illinois were distributed across treatments. The moisture content by volume of the upper 6-cm of the medium in each pot was measured at

0900 HR daily with a HH1 Theta Meter (Delta-T Devices, Cambridge, UK). Tap water was applied daily to root zones of plants in the container-capacity treatment until water drained 57 from the pot. The root zone of each plant in the partial-flooding treatment was immersed continuously in an individual bowl containing tap water such that water rose via capillary action through drainage holes in containers and into the root zone. Water was added daily to maintain saturation of the bottom 8 cm of the root zone. Root-zone moisture was maintained in the container-capacity and partial-flood treatments at ≈ 0.300 and 0.460 m3/m3, respectively. The moisture content of root zones of each plant in the water-deficit treatment was maintained from 0.100 to 0.150 m3/m3. These values were chosen because the wilting

point occurred at a moisture content of ≈ 0.100 m3/m3. When the moisture content of the

root zone declined to < 0.150 m3/m3, 100 mL tap water was added. All plants were fertilized

every 5 d with 100 mL solution. Plants in the partial-flooding treatment were removed from

the bowls and allowed to drain for 5 min. Fertilizer was applied to the medium and allowed

to drain before plants were placed back in the bowls. Maxima and minima air temperature

from June to September, and from October to November were 29/22 ºC and 17/9 ºC,

respectively (i-button sensors, Maxim Integrated Products, Sunnyvale, CA). Average mid-

day values for photosynthetically active radiation (PAR) in July, August, and September was

617, 628, and 368 µmol·m-2s-1, respectively (Campbell Scientific, Inc., Logan, UT).

Whole-plant responses to drought and partial flooding

Once weekly in June, July, and August, leaf net CO2 exchange rate and stomatal

conductance were measured in situ on two leaves per plant that were young, fully expanded,

and positioned in full sunlight. Ten leaves per treatment were measured weekly. Leaves

were measured from 1100 HR to 1500 HR by using a LI-COR 6400 portable, infrared CO2 analyzer (Li-Cor, Lincoln, NE) equipped with a red-blue lamp set to provide 1000 µmol.m- 58

2. -1 s photosynthetically active radiation. Reference CO2 was 400 µL/L, and leaf temperature was 25 to 29 ºC. To estimate surface area of young, fully expanded leaves, we removed 10 leaves per tree (50 leaves per treatment) on 19 Sept. 2008 and measured leaf area with a 3100 leaf area meter (Li-Cor, Lincoln, NE).

Cold tolerance

Laboratory measurements of cold tolerance of stems formed in the current season were conducted on 22 Sept. and 14 Nov. 2008. Each cold test was performed in a programmable freezer (Scientemp, Adrian, MI) and consisted of a control (4 ºC) and seven lower temperatures. Ranges imposed on stems from the Illinois populations in September and November were -10 to -34 ºC and -18 to -42 ºC, respectively. Ranges for the Florida population in September and November were -6 to -30 ºC and -10 to -34 ºC, respectively.

Five stem replications per test temperature were collected from plants within a hydration treatment (40 stem samples per treatment per collection date). Stem samples were kept on ice and prepared within 6 h of collection. Samples were wrapped individually in a moist paper towel, placed in 15-mm-diameter test tubes, and stored at 4 ºC in a programmable freezer for approximately 5 h. Before initiating the freezing protocol, stem samples in the control temperature group were removed and stored at 4 ºC. Temperature in the programmable freezer was lowered to -2 ºC over 3 h and held at -2 ºC for 3 h. Ice crystals were added to each test tube to promote ice nucleation. Next, the temperature was held at -3 and then -4 ºC for 1 h each. After this point, the freezer temperature was decreased -2 ºC per h. Samples were removed every 4 ºC, placed on ice for 4 h, and held at 4 ºC for ≈ 15 h. Test tubes were covered with Parafilm® (SPI Supplies, West Chester, PA), held in darkness at 22 59

ºC for 11 d, then evaluated for cold damage.

Statistical analysis: Whole-plant responses to drought and partial flooding

Plants were arranged in a completely randomized design. Values from weekly measurements of net CO2 exchange rate and stomatal conductance were averaged over the

treatment period. Sampled leaf area per tree was averaged. Values were analyzed for main

effects of provenance and treatment, as well as interaction effects, by using analysis of variance. Means were compared by Duncan’s Multiple Range Test at P = 0.05 (Proc GLM) with the Statistical Analysis System (SAS) program (SAS Institute, Cary, NC).

Statistical analysis: Cold tolerance

Stem samples were viewed longitudinally and by cross section, and each section was

rated on a 4-point, tissue-browning injury scale (Zimmerman et al., 2005). Ratings were

averaged for each stem replicate. The five mean injury values at each of the seven

temperature points for each population-by-treatment combination were bootstrapped 3000

times using the R-program and fit to a Gompertz sigmoidal curve to obtain the temperature

corresponding to 50% tissue injury (LT50) (Manly, 1997). Variations of this analytical

technique have been applied in other studies of cold hardiness (Arora et al., 2004; Rowland

et al., 2005). Stem regrowth tests confirmed that the 50% tissue injury corresponded with the

lowest temperature at which there was budbreak. Differences among means were determined

by non-overlapping 85% confidence intervals (Payton et al., 2000).

60

Results

Whole-plant responses to drought and partial flooding

A population-by-treatment interaction existed for all parameters except net CO2 exchange rate (P = 0.13). Across populations, plants exposed to partial flood conditions exhibited 17% and 64% greater net CO2 exchange rate and 26% and 56% greater stomatal

conductance than the container-capacity and water-deficit treatments, respectively. Across hydration treatments, there were no provenance differences in gas exchange and stomatal

conductance between the northern Illinois and Florida populations. However, plants from southern Illinois exhibited lower gas exchange and stomatal conductance in the water-deficit

and partial flood treatments compared to plants from northern Illinois and Florida (Table 1).

Water deficit reduced sampled leaf area of plants from northern Illinois, southern

Illinois, and Florida by 23%, 54%, and 49%, respectively, relative to the container-capacity

treatments within corresponding populations (Table 1). Selected leaf area of all partially

flooded plants was similar. Within the northern Illinois population, partial-flood conditions

increased sampled leaf area by 17% relative to the container-capacity treatment. Plants from

southern Illinois and Florida exhibited similar sampled leaf area in the container-capacity and

partial-flood treatments.

Cold tolerance

Plants exposed to water deficit showed greater cold tolerance by ≈ 12% in September

compared with plants under partial-flood conditions (Table 2). All plants in the container-

capacity and water-deficit treatments from Illinois exhibited similar LT50 values within

populations. Within the Florida population, water deficit increased LT50 by 22% relative to 61 the container-capacity treatment. Moreover, the cold tolerance of plants from Florida exposed to water deficit was similar to that of all plants from southern Illinois and plants from northern Illinois in the partial-flood treatment (Table 2).

Drought-stressed plants from northern Illinois, southern Illinois, and Florida in

November were less cold tolerant than plants in the container-capacity treatment by 7%,

23%, and 13%, respectively (Table 2). Within populations, LT50 was similar among plants

from northern Illinois and Florida in the container-capacity and partial-flood treatments. In

contrast, plants in the container-capacity treatment from southern Illinois showed 26%

greater cold tolerance compared with plants from that provenance subjected to water deficit

and partial flooding (Table 2).

Discussion

Our results provide new information on the drought and cold tolerance of the

wetlands tree S. americanus. All plants survived a prolonged drought and displayed drought-

avoidance mechanisms by reducing net CO2 exchange and stomatal conductance. Of the three hydration treatments, partial flooding led to the greatest rates of photosynthesis. Plants from Florida exposed to water deficit showed the greatest cold tolerance in September and the least cold tolerance in November compared to other treatments. In November, plants exposed to water deficit were not as cold-tolerant as plants in other treatments. Overall, across populations and treatments, this species demonstrated substantial cold tolerance during cold acclimation, suggesting that Illinois and Florida populations can survive climates at least one cold-hardiness zone north of their current locations. 62

Reductions in net CO2 exchange rate and leaf area are common responses of plants to water deficit. For example, Stewart et al. (2007) reported a reduction in assimilation rates

and leaf area for Calycanthus occidentalis Hook. & Arn. under drought conditions. Nash and

Graves (1993) focused on tree species from habitats prone to flooding, similar to the habitat

of S. americanus. They found water deficit reduced leaf area in Asimina triloba L. Dunal.,

Nyssa sylvatica L., and Taxodium distichum L. Rich. In this study, the reduction in net CO2

exchange rate likely was due to closure of stomates, a mechanism for water conservation

(Flexas and Medrano, 2002) (Table 1). Plants from all populations exhibited reduced leaf

area in the water-deficit treatment. However, drought-stressed plants from northern Illinois

had greater leaf area than the other populations. Similar to our results, Cregg (1994) reported

no clear relationship between needle leaf area and drought tolerance among nine

provenances.

Our study revealed no differences in net CO2 gas exchange rate and stomatal

conductance between the northernmost and southern populations among treatments, but these

parameters in plants from southern Illinois differed from the other populations (Table 1).

Previous studies have reported differences in gas exchange among provenances that vary in

soil moisture. For example, Bauerle et al. (2003) reported that populations of Acer rubrum

L. from wet sites exhibited greater photosynthesis and stomatal conductance when well watered compared to plants from dry sites. Moreover, wet-site plants exhibited reduced gas exchange when exposed to water deficit compared to dry-site plants. Similarly, Abrams et al. (1992) reported that Prunus serotina Ehrh. from xeric habitats exposed to water stress show greater CO2 gas exchange rates and stomatal leaf conductance than similarly stressed

trees from mesic habitats. 63

The lack of differences among the northern and southern provenances in our study may suggest both populations are exposed to similar alterations between flooding and dry episodes in their native habitats. It is unclear why plants from southern Illinois exhibited lower CO2 exchange rates and stomatal conductance compared with other populations. The

habitat from which these seeds originated is similar to the northern Illinois habitat. Both sites

flood in spring and have moist soils in fall. Therefore, it is unlikely that plants from southern

Illinois possess different adaptations to soil moistures compared to plants to the north. Due to the rarity of the plant material from northern Illinois, we used 3-year-old cuttings in contrast to the seedlings from southern Illinois and Florida. The root systems of seedlings differ architecturally from that of cuttings (Sasse and Sands, 1997). However, a study on

Eucalyptus pilularis Sm. reported no differences in CO2 gas exchange, stomatal conductance, and leaf water potential between seedlings and cuttings under water-deficit treatment

(Thomas, 2009). Therefore, the lower gas exchange rates in plants from southern Illinois compared to other populations remains unclear. Though, all plants survived moderate drought, partial flooding led to greater gas exchange rates for plants from all populations, consistent with other studies on wetlands species (Table 1, Fig. 1) (Li and Zhong, 2007;

Schrader et al., 2005).

The association of cold tolerance with latitude of seed origin observed in this study is consistent with previous research on woody species (Flint, 1972; Graves et al., 2006). For example, Flint (1972) reported that cold tolerance of Quercus rubra L. from 38 locations was associated with the average minimum temperatures of the location of origin. More recently,

Graves et al. (2006) reported that a northern provenance of Dirca palustris L. in Iowa exhibited greater cold hardiness by 16 °C compared to plants from Florida. S. americanus 64 followed this trend and in September, the northern Illinois population had 20 and 30% greater overall cold tolerance than plants from southern Illinois and Florida, respectively

(Table 2).

Availability of water affected cold tolerance of S. americanus differently among populations and measurement dates. In September, the water-deficit and container-capacity treatments resulted in similar cold tolerances in both Illinois populations, whereas partial flooding reduced cold tolerances. In contrast, plants from Florida exposed to drought had 22 and 11% greater cold tolerance than plants in the container-capacity and partial-flood treatments, respectively. Previous studies on inducing cold hardening via water stress in woody species have yielded mixed results. Pagter et al. (2008) reported no induction of freezing tolerance in Fuchsia magellanica L. after water-deficit treatment. In contrast, studies on Citrus L. species (Yelenosky, 1979), azalea (Rhododendron L.) (Anisko and Lindstrom, 1996a), and Cornus stolonifera Michx. f. (Chen et al., 1977) have shown an induction of cold hardening in response to water deficit.

Differences in the timing of cold acclimation among populations and treatments of S. americanus may explain why drought improved cold tolerance in plants from Florida and not in plants from Illinois in September. We observed different timings of bud set among populations and treatments. Plants in all populations exposed to drought set bud in mid

August. Plants from Illinois exposed to partial flood and container capacity conditions set bud toward the middle of September, and plants from Florida in these same treatments stopped active growth later in the season, approximately the beginning of October. These observations are typical of plants from higher latitudes that set bud earlier than plants from lower latitudes (Chen et al., 2000). In a common garden, northern populations typically 65 accumulate dehydrin proteins and associated freeze tolerance before southern populations in response to shortened daylength. However, plants exposed to water deficit, even under long days, will accumulate dehydrins (Karlson et al., 2003). Our findings suggest cold tolerance of plants from Florida increased in the water-deficit treatment due to early bud set in August, whereas plants exposed to partial flood and container capacity conditions were still actively growing at the time of the September freeze test, and thus had lower cold tolerance. Plants from Illinois in all treatments had set bud by the September freeze test. It is likely that water deficit improved the cold tolerance of Illinois plants in August, but the freeze test in

September was conducted after cessation of growth in all treatments, thereby potentially masking the effect of water deficit on cold tolerance.

In November, water deficit reduced cold tolerance of S. americanus compared with the container-capacity treatments. This finding is similar to work on Rhododendron. Anisko and Lindstrom (1996b) reported a reduction in cold tolerance in stem tissues exposed to severe water deficit for five to eight months compared to plants exposed to wet and moderate water-deficit treatments. Freeze tolerance via cellular dehydration damages the cell membrane structure when stress is severe (Pearce, 2001). Thus, it is not clear if the reduction in cold tolerance of water-stressed stem tissue of S. americanus is due to the severity of the water stress, the longevity of the stress, the stage of cold acclimation, or a combination of these factors (Anisko and Lindstrom, 1996b).

Our findings suggest S. americanus has excellent potential for greater landscape use.

This species can tolerate prolonged water stress and thrives in root zones that are partially flooded. The cold tolerance of all populations in this study suggests this species may withstand colder climates than their natural habitat. However, LT50 values reported in this 66 study refer to stem tissue, and the cold hardiness of root tissue is not currently known.

Therefore whole plant survival in more northerly locations should be tested. The versatility of S. americanus in different soil moistures and its tolerance of low-temperatures add to its potential for increased use in managed landscapes.

Acknowledgements

We acknowledge technical assistance from James Schrader, Nickolee Boyer, Arlen Patrick, and Peter Lawlor. Allan Trapp provided helpful guidance with statistical procedures.

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Graves, W.R., J.A. Schrader, and J. Sharma. 2006. Cold hardiness of the rare Dirca occidentalis: Comparisons to Dirca palustris from disparate provenances. J. Environ. Hort.

24:169-172.

Karlson, D.T., Y. Zeng, V.E. Stirm, R.J. Joly, and E.N. Ashworth. 2003. Photoperiodic regulation of a 24-kD dehydrin-like protein in red-osier dogwood (Cornus sericea L.) in relation to freeze-tolerance. Plant Cell Physiol. 44:25-34.

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294. 69

Rowland, L.J., E.L. Ogden, M.K. Ehlenfeldt, and B. Vinyard. 2005. Cold hardiness, deacclimation kinetics, and bud development among 12 diverse blueberry genotypes under field conditions. J. Amer. Soc. Hort. Sci. 130:508-514.

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70

Table 1. Net CO2 exchange rate, stomatal conductance, and sampled leaf area for plants of

Styrax americanus from three populations exposed to three hydration treatments. Fully

expanded leaves for leaf area measurement were selected from the second to fourth axil

position from the terminal of the longest shoot in Sept. 2008. Values of gas exchange and

conductance are means of 10 replications per week over 9 weeksz.

Net CO2 Stomatal

Population and exchange rate conductance Sampled leaf area

irrigation treatment (µmol·m-2·s-1) (mmol·m-2·s-1) (cm2)

Northern Illinois

Container capacity 5.2 bc 54.8 b 31.3 b

Water deficit 2.4 d 34.8 d 23.9 c

Partial flooding 6.7 a 74.2 a 37.6 a

Southern Illinois

Container capacity 4.5 c 54.0 b 36.3 ab

Water deficit 1.1 e 21.4 e 16.8 d

Partial flooding 4.9 c 56.9 b 40.9 a

Florida

Container capacity 5.0 c 49.7 bc 31.5 b

Water deficit 2.8 d 38.2 cd 16.0 d

Partial flooding 5.9 ab 83.7 a 36.1 ab

zMeans within columns followed by the same letter are not different according to Duncan’s

analysis of variance test (P < 0.05). 71

Table 2. LT50 (temperature at which 50% tissue browning occurred) in September and

November 2008 of stem tissue of Styrax americanus from three populations subjected to

hydration treatments initiated in June 2008. Plants were exposed to natural photoperiod in a

greenhouse.

Population and LT50 (ºC)

irrigation treatment September November

Northern Illinois

Container capacity -20.8 az -30.2 a

Water deficit -19.9 a -28.2 b

Partial flooding -17.6 b -28.2 ab

Southern Illinois

Container capacity -16.2 b -28.2 b

Water deficit -16.0 b -21.6 cd

Partial flooding -14.4 c -23.2 c

Florida

Container capacity -12.5 e -20.0 d

Water deficit -15.2 bc -17.4 e

Partial flooding -13.5 d -20.2 d

zMeans within columns followed by the same letter are not different according to 85%

confidence intervals.

72

CHAPTER 5. COLD HARDINESS AND DEACCLIMATION OF STYRAX

AMERICANUS FROM THREE PROVENANCES

Olivia M. Lenahan, William R. Graves, and Rajeev Arora

Paper to be submitted to HortScience

Abstract

Styrax americanus Lam. (American snowbell) is a deciduous shrub or small tree seldom used in the nursery industry. This species is distributed in patchy populations found mainly from

Florida to southern Illinois, though a small, disjunct population is present in northern Illinois

(latitude = 41°10N). Our goal is to evaluate the horticultural potential of this population, including whether its winter hardiness and deacclimation (i.e., its susceptibility to lose hardiness during an early spring thaw) differ from those of S. americanus indigenous to southern Illinois (latitude = 37°22N) and Florida (latitude = 30°42N). We examined cold hardiness and deacclimation of stem tissue from the three populations grown in Ames, IA in

2007 – 2009. Stems were exposed to low-temperature ramping, and LT50 (temperature at

which stems showed 50% browning) was determined by using the tissue-discoloration

method and a Gompertz regression model. To assess deacclimation, stem tissues collected

from cold-acclimated plants in a minimally heated greenhouse in winter 2008 and 2009 were

exposed to 22 °C/15 °C day/night and 14-h photoperiods, and subjected to low-temperature

ramping on days 0, 2, 6, and 15. Plants from Illinois were more cold hardy than plants from

Florida, and plants from northern Illinois showed greater resistance to deacclimation in

January, February, and March compared to plants from southern Illinois. Plants from Florida

deacclimated more rapidly in April than plants from Illinois. Selection of germplasm from 73 the Illinois populations appears advantageous due to the greater mid winterhardiness, and particularly the capacity of northernmost population to resist deacclimation.

Keywords: American snowbell, LT50, native plants

Introduction

The Styrax L. genus contains approximately 130 species distributed in Asia, the

Mediterranean, South America, and North America (Fritsch, 1999). The species most often

planted in landscapes in the United States are Sieb. & Zucc. (Japanese

snowbell) and Sieb. & Zucc. (fragrant snowbell). Styrax americanus Lam.

(American snowbell) is considered rare in cultivation (Dirr, 1978).

Styrax americanus is a deciduous shrub or small tree (up to 4 m) that grows at moist

sites alongside streams, near swamp margins, and in floodplains (Gonsoulin, 1974). This

ornamental species blooms in late spring, producing small, white flowers with reflexed

petals. In fall, hard drupes adorn the branches, and the striped bark adds ornamental interest

to the winter landscape. Styrax americanus occurs throughout much of the southeastern

United States and is distributed continuously as far north as southeastern Virginia and

southern Illinois. We are particularly interested in the northern limit of the distribution,

which is a disjunct population located in the Momence Wetlands of northern Illinois,

approximately 500 km north of populations to the south (Phillippe et al., 2003).

This attractive species might merit increased horticultural use, but data are needed on

the tolerance of American snowbell to low-temperature stresses. Given the lack of

information about cold tolerance of S. americanus, our overall aim was to investigate 74 acclimation, mid-winter hardiness, and deacclimation patterns of populations from the northern and southern limits of its distribution.

Cold acclimation is the accrual of cold hardiness in response to lengthening nights and declining temperatures. Deacclimation is the loss of cold hardiness in response to environmental and phenological changes (Kalberer et al., 2006). Increasing temperatures, rather than lengthening day length, play the major role in the deacclimation process (Beck et al., 2004). The capacity of a woody species to resist deacclimation when exposed to unseasonably warm temperatures in late winter and early spring is an important trait for surviving late frosts. Deacclimation patterns, which often vary among cultivars and provenances, are important traits to consider when specifying taxa for placement in horticultural landscapes (Taulavuori et al., 2004; Wolf and Cook, 1992). Our objectives were to investigate the cold hardiness of S. americanus, to characterize its capacity to resist deacclimation, and to determine if the northernmost disjunct population exhibits a greater cold tolerance than other populations in the distribution. Our results provide needed information about the low-temperature tolerances of this underused woody species.

Material and Methods

Plant material

Styrax americanus that originated from three populations, were grown singly in plastic pots (18 cm tall, 16.5 cm wide) in a mixture of 50% processed pine bark, 35% sphagnum peat, and 15% perlite (by volume) (Fafard® 52, Fafard, Inc., Agawam, MA).

Plant material consisted of softwood cuttings collected from three S. americanus from the

Momence Wetlands in northern Illinois in 2005 (latitude 40º9’472’’N; longitude 75

87º33’161’’W); plants grown from seeds collected from a wetland in southern Illinois in

2005 (latitude 37º22’20’’N; longitude 88º40’44’’W); and 2-yr-old plants originating from central Florida and purchased from a Florida nursery (Superior Tree Nursery Inc., Lee, FL)

(Table 1). In addition, plants grown from seeds collected in the Momence Wetlands were purchased from a nursery (Seneca Hills, Oswego, NY).

Tissue for deacclimation experiments came from plants kept in a greenhouse in

Ames, IA. There were an average of 6 plants per genotype from the northern Illinois habitat,

40 seedlings from southern Illinois, and 55 seedlings from Florida. Plants were exposed to natural daylength, ambient temperatures in summer, and chilled temperatures in winter achieved by minimally heating the greenhouse. Deacclimation trials took place in January and March 2008 and from January to April 2009. Average greenhouse temperatures in

January and March 2008 were 5.8 and 10.5 °C, respectively. Average temperatures in

January, February, March, and April 2009 were 7.5, 10.7, 10.5, and 14.8 °C, respectively (i- button sensors, Maxim Integrated Products, Sunnyvale, CA). Tissue for determination of

2007-2008 seasonal midwinter hardiness came from plants installed in a field plot in Ames,

IA. Ten plants from three populations were installed in early fall in 2007 and arranged in a completely randomized design.

Deacclimation, midwinter hardiness, and chilling requirement determination

Measurements of deacclimation of stems formed in the current season were conducted in 2008 and 2009. Stems were placed singly in test tubes with deionized water and were exposed to 22 ºC /15 ºC day/night and 14-h photoperiods (i.e., deacclimating conditions). Samples were subjected to low-temperature ramping on days 0 (cold-acclimated 76 stem tissue), 2, 6, and 15. To assess seasonal cold hardiness, stem tissues were collected from plants in the field plot from October 2007 to March 2008 and from August to December

2008. Data from both years were combined to form one seasonal hardiness curve. Each cold test for deacclimation and monthly hardiness was performed in a programmable freezer

(Scientemp, Adrian, MI) and consisted of a control (4 ºC) and seven lower temperatures.

Five stem replications per test temperature were collected from plants within a population

(40 stem samples per population). For deacclimation tests, there were four dates of measurement per monthly test, and thus there was a total of 160 stem samples per population per month.

Chilling requirement for each of three populations was estimated from stem tissue collected from 11 Oct. 2008 to 13 Mar. 2009. Two to three stem samples with at least three nodes each were collected from four plants per population every 10 d and placed in a growth chamber at 25 ºC and constant irradiance. Stem samples were placed in individual test tubes with a sugar and deionized water mixture (5% v/v) (Kalberer et al. 2007). Stems were recut every 2 to 3 d and placed in fresh solution.

Cold hardiness test protocol

For each assay, stem samples were kept on ice and prepared within 6 h of collection.

Samples were wrapped individually in a moist paper towel, placed in 15-mm-diameter test tubes, and stored at 4 ºC in a programmable freezer for approximately 5 h.

Before initiating the freezing protocol, stem samples in the control temperature group were removed and stored at 4 ºC. Temperature in the programmable freezer was lowered to -2 ºC over 3 h and held at -2 ºC for 3 h. Ice crystals were added to each test tube to promote ice 77 nucleation. Next, the temperature was held at -3 and then -4 ºC for 1 h each. After this point, the freezer temperature was decreased -2 ºC per h. Samples were removed every 4 ºC, placed on ice for 4 h, and held at 4 ºC for ≈ 15 h. Test tubes were covered with Parafilm®

(SPI Supplies, West Chester, PA) and held in darkness at 22 ºC for 11 d, and then evaluated for cold damage.

Analysis of cold hardiness and chilling requirement

Stem samples were viewed longitudinally and by cross section, and each section was rated on a 4-point, tissue-browning injury scale (Zimmerman et al., 2005). Ratings were averaged for each stem replicate. The five mean injury values at each of the seven temperature points for each population were bootstrapped 3000 times using the R-program

(R Development Core Team) and fit to a Gompertz sigmoidal curve to obtain the temperature corresponding to 50% tissue injury (LT50) (Manly, 1997). Variations of this analytical

technique have been applied in other studies of cold hardiness (Arora et al., 2004; Rowland

et al., 2005). Stem regrowth tests confirmed that the 50% tissue injury corresponded with the

lowest temperature at which there was budbreak. Differences among means were determined

by non-overlapping 90% confidence intervals.

To determine chilling requirement, daily observations were made of bud break (i.e.,

appearance of a leaf), and the percentage of total buds broken on each stem sample was

recorded. Temperature in the greenhouse was measured every 90 min from 1 Oct. 2008 to 15

Mar. 2009 (i-button sensors). One chill unit was assigned to each hour at which the

temperature was below 7.2 °C (Powell et al., 1999). Percentage budbreak was plotted over 78 chilling hours for each population and fit to a sigmoidal survival curve. Chilling requirement is defined as the chilling needed to evoke 50% budbreak (Kalberer et al., 2007).

Results

Monthly cold hardiness

Plants from both Illinois populations increased cold hardiness from -19 °C in August to -48 °C in February. Plants from Florida increased cold hardiness from -12 °C in August to

-34 °C in February and showed reduced cold hardiness in all months compared to plants from

Illinois (Fig. 1). There was no gain in cold hardiness of plants from any population from

August to September. In October, hardiness of stem tissue from the Illinois populations exceeded that of the Florida population by 8 °C. Plants from Florida did not accumulate further hardiness until December (Fig. 1). Plants from northern and southern Illinois exhibited similar cold hardiness in all months except for January, in which individuals from northern Illinois were 3 °C more hardy than plants from southern Illinois. Plants from all populations showed greater midwinter hardiness than average low temperatures and 100-year record low temperatures from each site (Table 1).

Deacclimation patterns

During 2008, plants from northern and southern Illinois exhibited similar LT50 values

on all days in January and March, whereas plants from Florida were less cold tolerant on all

measurement days compared to plants from Illinois (Table 2). In 2009, all populations

showed a decline in cold hardiness, losing an average 18°C of cold hardiness from January to

April (Table 3). Plants from northern and southern Illinois exhibited similar LT50 values on 79 all days and in all months with one exception. Cold hardiness of plants from northern Illinois in January on day 2 exceeded hardiness of plants from southern Illinois by 2 °C. Cold hardiness of stem tissue from Florida was consistently lower than that from both Illinois populations on all days and in all months (Table 3).

Populations varied in their capacity to resist deacclimation. In 2008, plants from northern Illinois did not deacclimate in January after 2 d of warm temperatures, but lost cold tolerance from day 2 to day 6. In the same month, plants from southern Illinois resisted deacclimation between days 2 and 6, but lost hardiness within the first 2 d. Plants from

Florida showed a high capacity to resist deacclimation in January but exhibited a loss of cold tolerance within the first 2 d of March (Table 2).

In 2009, plants from northern Illinois did not deacclimate in January and March after

2 d of warm temperatures. Moreover, the northern population resisted deacclimation in

February from day 6 to day 15. In contrast, plants from southern Illinois lost cold tolerance on these days (Table 3). Among all populations, plants from Florida exhibited the greatest loss of cold hardiness (3.3 °C·d-1) in April after 2 d in warmth (Table 3). Plants from Florida had the lowest chilling requirement to overcome endodormancy, showing 50% budbreak at

351 chilling units. Plants from southern and northern Illinois showed 50% budbreak at 481

and 520 chill units, respectively.

Discussion

The cold hardiness of plants from northern Illinois and southern Illinois was similar

on most days in winter and greater than plants from Florida (Fig. 1). Our results are similar

to other studies of North American woody species from disparate provenances that have 80 shown a positive association between winter hardiness and latitude of seed source (Graves et al., 2006; Sharma and Graves, 2004). The seasonal pattern of cold hardiness of all populations indicates that this species can survive winters colder than would be expected based on their native habitat. For example, the average low temperature recorded in northern and southern Illinois and central Florida is -11, -4, and 4 °C, respectively (weather.com).

Our results suggest that plants from Florida may survive temperatures as low as -20 °C.

Estimates of cold hardiness of plants from Illinois indicate a capacity for survival in slightly colder areas than Illinois.

Similar to our results, cold hardiness of Alnus maritima (Marsh.) Muhl ex Nutt.,

Quercus rubra L., and Salix spp., is greater than necessary for survival in the climates where the tested germplasm was collected (Flint, 1972; Lennartsson and Ogren, 2002; Schrader and

Graves, 2003). For example, Schrader and Graves (2003) reported that subspecies of A. maritima originating from Oklahoma and Georgia (cold hardiness zone 7) were cold-hardy to

-61 and -66 °C, respectively. The LT50 values we report here estimate the lowest possible

temperature at which S. americanus could survive. Although stem tissues showed a capacity

to survive colder temperatures than would be expected based on the native habitat, we

observed tip dieback in 71, 36, and 10% of plants from Florida, southern Illinois, and

northern Illinois, averaged over two seasons. Extensive tip dieback in plants from Florida

may be due to the slow rate of cold acclimation and thus greater vulnerability to early frosts.

Other studies have reported slower cold acclimation rates in southern populations compared

to plants from northern sites (Donselman and Flint, 1982; Karlson et al., 2003).

Data on deacclimation in woody species have been used to predict landscape survival in different climates. For example, Murray and Byrnes (1975) showed that stem tissue of 81

Juglans nigra L. (black walnut) was highly resistant to deacclimation after exposure to warm nights; stem tissue showed injury at -18 °C after 8 d. This level of cold tolerance was greater than low temperatures recorded near the area of interest and led to the recommendation for further plantings. Taulavuori et al. (1997) reported that Vaccinium myrtillus L. (bilberry) lost up to 30 °C of cold hardiness when outdoor plants were heated by only 2 to 3 °C. The total loss of cold tolerance in S. americanus after 15 d of deacclimating conditions is similar to results of other deacclimation studies. For example, floral buds of southern and northern blueberry cultivars (Vaccinium L.) lost 15 and 20 °C cold hardiness, respectively, after 16 d of warmth in February (Arora et al. 2004). Our results with S. americanus in February show a similar loss of 13 °C of cold hardiness of stem tissue from the southern population and only a 10 °C loss in the northern populations after 15 d. These results in S. americanus are promising in that plants from Illinois, after exposure to warm temperatures for 15 d, retained enough cold hardiness in January and February to survive temperatures in cold-hardiness zones 5a and 5b, respectively (US National Arboretum, 2003) (Tables 2, 3). Moreover, results suggest that plants from Florida, after the same treatment, could survive in cold- hardiness zones 6a and 7a in January and February, respectively.

Our results suggest that the capacity of S. americanus to resist deacclimation varies among populations and depends on the timing in winter. For example, plants from Florida showed high deacclimation resistance in January in both years, losing less cold hardiness than northern populations. This result is consistent with deacclimation studies on azalea

(Rhododendron L.) and blueberry that showed a lack of association between high deacclimation resistance and high mid-winter hardiness (Arora et al., 2004; Kalberer et al.,

2007). As winter progressed, plants from the southern population exhibited deacclimation 82 within the first 2 d of April (Table 3). Plants from northern Illinois showed a higher deacclimation resistance in January, February, and March compared to plants from southern

Illinois. Moreover, in contrast to plants from the Florida population, plants from both Illinois populations resisted deacclimation in the first 2 d in April. A similar result was found in cultivars of blueberry, in which plants from southern provenances had faster rates of deacclimation during the first 3 d of warm temperatures compared to plants from northern provenances (Arora et al., 2004). The progression of active growth and depth of dormancy may influence the rate of deacclimation in S. americanus. Our results show that chilling requirement increased with latitude. Thus, plants from Florida had met their chilling requirement before plants from Illinois and were further along in development in March and

April compared to plants from Illinois. A trend of increasing chilling requirement with latitude has also been reported in Cercis canadensis L. and Ulmus spp. (Donselman and

Flint, 1982; Ghelardini and Santini, 2009). However, other studies have reported a trend opposite to our results, in which chilling requirement decreased from south to north (Kalberer et al., 2007; Taulavuori et al. 2004). For example, Kalberer et al. (2007) explained the higher chilling requirement in southern populations of azalea is more advantageous for delaying budbreak until after episodes of frost, whereas there is a reduced need to prevent early budbreak in the northern coastal population due to less temperature fluctuations. The trend of increasing chilling requirement from south to north in this study is likely due to a greater fluctuation of temperatures in the northern native habitats compared to the habitat in Florida.

Our results from the field study show a substantial amount of stem tissue cold hardiness. However, plants from southern Illinois showed 36% tip dieback, whereas plants from northern Illinois only showed 10% injury. Given these results, germplasm from the 83 northern population might perform well in landscapes with winters as harsh as those in cold- hardiness zone 4, and germplasm from southern Illinois may survive in protected niches within zone 5. Further field studies should be conducted to evaluate whole plant survival in colder regions. Patterns from the controlled deacclimation study suggest that plants from both Illinois populations possess a greater resistance to deacclimation in April compared to plants from Florida. This result indicates the potential of plants from northern populations of

S. americanus in landscapes that experience late spring frosts. Although plants from Florida exhibited substantial cold hardiness, the seed source is not recommended for landscape use beyond USDA cold hardiness zone 7 due to the increased chance of frost damage to tender new growth in fall and the speed of deacclimation in late spring.

Acknowledgements

We acknowledge technical assistance from Ed Moran, James Schrader, Arlen Patrick, and

Peter Lawlor. Allan Trapp provided helpful guidance with statistical procedures.

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87

Table 1. Locations, USDA cold hardiness zones, and climate characteristics of Styrax americanus from three populations.

Average minimum Record low USDA cold hardiness temperaturez temperature Population Latitude zone (°C) (°C)

Northern Illinois 41°10’N 5a (-26 to -29°C) -11 -34 (1985)

Southern Illinois 37°22’N 6a (-20 to -24°C) -4 -29 (1977)

Florida 30°42’N 9a (-4 to -7°C) 4 -15 (1985)

zAverage minimum temperature in January, the coldest month in each region, obtained from historical weather records (weather.com). 88

Table 2. Cold hardiness of stem tissue (LT50) of three populations of Styrax americanus

measured after 2, 6, and 15 d of deacclimating conditions (22/15 °C day/night; 14-h

photoperiods) in 2008. Plant material originated from northern Illinois, southern Illinois, and

Florida. Deacclimation trials took place in January and March. A solid bar indicates a significant decline in cold tolerance between measurement days determined by non- overlapping 90% confidence intervals.

2008

Month and

Population Day 0z Day 2 Day 6 Day 15

January

Northern Illinois -39.5 ay -37.9 a -34.6 a -28.8 a

Southern Illinois -38.9 a -36.5 a -34.7 a -29.3 a

Florida -31.9 b -31.9 b -26.3 b -23.0 b

March

Northern Illinois -34.7 a -34.5 a -25.7 a -19.2 a

Southern Illinois -35.4 a -33.5 a -25.1 a -17.3 a

Florida -28.8 b -25.1 b -17.5 b --- x

z LT50 values on Day 0 represents cold-acclimated stem tissue collected from a minimally

heated greenhouse in Ames, IA.

y LT50 values within each column and month followed by a different letter are different

according to 90% confidence intervals.

x LT50 value could not be determined with the temperature range used on Day 15. 89

Table 3. Cold hardiness of stem tissue (LT50) of three populations of Styrax americanus

measured after 2, 6, and 15 d of deacclimating conditions (22/15 °C day/night; 14-hr

photoperiods) in 2009. A solid bar indicates a significant decline in cold tolerance between

measurement days determined by non-overlapping 90% confidence intervals.

2009 Month and Day 0z Day 2 Day 6 Day 15 Population January

Northern Illinois -37.7 ay -37.2 a -30.2 a -30.0 a

Southern Illinois -38.3 a -35.3 b -29.4 a -29.0 a

Florida -26.3 b -28.1 c -22.4 b -25.0 b

February

Northern Illinois -36.4 a -34.2 a -29.1 a -27.1 a

Southern Illinois -35.6 a -33.8 a -28.7 a -26.0 a

Florida -28.4 b -27.6 b -23.8 b -15.1 b

March

Northern Illinois -25.4 a -25.6 a -21.1 a -15.5 a

Southern Illinois -26.5 a -24.6 a -19.1 a -13.9 a

Florida -20.6 b -18.2 b -14.9 b -11.2 b

April

Northern Illinois -17.8 a -16.7 a -13.6 a -11.9 a

Southern Illinois -17.4 a -17.8 a -13.2 a -11.7 a

Florida -13.8 b -7.2 b -6.3 b -6.3 b 90

Table 3. (continued)

z LT50 values on Day 0 represents cold-acclimated stem tissue collected from a minimally

heated greenhouse in Ames, IA.

y LT50 values within each column and month followed by a different letter are different

according to 90% confidence intervals.

91

Figure

Fig 1. LT50 values (°C) of stem tissue of Styrax americanus from three populations

measured Oct. 2007 to Mar. 2008, and Aug. to Dec. 2008. Data from 2007 and 2008 were

combined to form one seasonal hardiness curve. Stem samples were collected from plants

grown outdoors in Ames, IA, and tissue injury was determined by laboratory freezing tests.

Temperature was measured at the field plot by i-button sensors (Maxim Integrated Products,

Sunnyvale, CA). The order of letters from top to bottom at each measurement day represents

plants from Florida, southern Illinois, and northern Illinois. LT50 values with the same letter

are not different according to 90% confidence intervals.

92

50 NorthernNorthKankakee Illinois SouthSouthern Illinois Florida Daily temperature Illinois Illinois 40

30

20

)

°C 10 (

0 erature

p ‐10

Temperature °C Temperature °C B Tem ‐20 A ‐30 B B A A A A A B ‐40 A B A A C ‐50 A B A ‐60 Aug Sept Oct Nov Dec Jan Feb Mar

Date

Fig. 1

93

CHAPTER 6. GENERAL CONCLUSIONS

Styrax americanus Lam. (American snowbell) belongs to a large genus, composed of approximately 130 species, known collectively for their showy flowers. Although the species is native to North America, it is considered uncommon in managed landscapes. The more widely planted species in the Styrax L. genus are Styrax japonicus Sieb. & Zucc.

(Japanese snowbell) and the Styrax obassia Sieb. & Zucc. (fragrant snowbell). Styrax americanus has an interesting distribution. The species is restricted to wet habitats, such as swamp margins and floodplains, and the northernmost population in Illinois is small, threatened, and disjunct from the closest populations in the southern part of the state. The broad goal of this research was to assess the potential of S. americanus to thrive in managed landscapes. In particular, this research investigated the genetic structure and diversity of the disjunct population compared to others that span the continuous portion of the distribution, variation of floral morphology, and the extent of cold hardiness in this species and especially in the northernmost population.

Inter-simple sequence repeats markers (ISSR) revealed that trees from northern

Illinois were genetically distinguishable from trees in southern Illinois. The genetic structure of the species is consistent with woody, outcrossing species that are pollinated by insects.

The percentage of polymorphic loci of the disjunct population was about 4% greater than that of the population in Florida. This was an unexpected result because of the small size and isolation of the northern disjunct population. We propose that the diversity of the disjunct population is a consequence of its history as a component of the Grand Marsh that existed in the region until about 100 years ago (Chapter 2). 94

Floral variation of these same three populations was measured in a common environment. Results suggest that flower size in S. americanus is larger in plants from

Illinois compared to plants from Florida. This study highlights the ornamental variation within the distribution and provides a preliminary guideline for selecting germplasm of interest (Chapter 3).

The disjunct population occurs at the highest latitude within the distribution of S. americanus. In general, the cold hardiness of plants from northern Illinois and southern

Illinois was similar on most days in winter. However, results from an outdoor plot revealed greater tip dieback in plants from southern Illinois compared to the northern population. The seasonal pattern of cold hardiness of all populations indicates that this species can survive winters colder than would be expected based on their native habitat (Chapter 5). Plants with saturated root zones during early cold acclimation may exhibit less cold tolerance than plants with drained root zones. However, results suggest that prolonged drought will reduce cold tolerance during later cold acclimation (Chapter 4).

Patterns from the controlled deacclimation study suggest that plants from both

Illinois populations possess a greater resistance to deacclimation in April compared to plants from Florida. This result indicates the potential of plants from northern populations of S. americanus in landscapes that experience late spring frosts (Chapter 5).

Overall, our findings suggest S. americanus has excellent potential for greater landscape use. Future studies on more populations within the distribution of this species would contribute new information about the variation of S. americanus across its range.