Journal of Plant Research (2019) 132:723–738 https://doi.org/10.1007/s10265-019-01137-3 CURRENT TOPICS IN PLANT RESEARCH An update and reassessment of fern and lycophyte diversity data in the Japanese Archipelago Atsushi Ebihara1 · Joel H. Nitta2 Received: 30 July 2019 / Accepted: 31 August 2019 / Published online: 16 September 2019 © The Author(s) 2019 Abstract The fern and lycophyte fora of Japan comprising 721 native taxa (including subspecies and varieties) plus 371 interspecifc hybrids was reassessed using a nearly comprehensively sampled distribution map at 10 km resolution vouchered by 216,687 specimens, up-to-date cytotaxonomic information covering 74% of the taxa, and an rbcL sequence dataset covering 97.9% of the taxa. Spatial distribution of species richness and phylogenetic diversity was visualized. Apomixis was observed in 11.0% of the native taxa whose reproductive modes are known. The number of sexually reproducing polyploid taxa (n = 199) is less than sexual diploids (n = 241), and 30 of them are evidently allopolyploid, in contrast with the low number of possible autopolyploids (n = 4). Apomictic taxa were found to have smaller latitudinal ranges than sexual taxa or taxa with multiple reproductive modes. A morphological character dataset in Lucid format is provided for taxonomic identifcation of the native taxa. Keywords Interactive keys · Occurrence data · Phylogenetic diversity · Species richness Introduction Ferns and lycophytes, also traditionally known as ‘pterido- phytes’, have received much attention as biological research material. Although there are only estimated to be 11,916 extant species of ferns and lycophytes (Pteridophyte Phylog- Atsushi Ebihara is the recipient of the BSJ Award for Young eny Group 2016)—much less than the number of seed plant Scientist, 2015. species (approximately one twelfth)—the number of studies Code to replicate analyses and generate this manuscript is on ferns and lycophytes, especially in the feld of systematics available at https ://githu b.com/joeln itta/japan _ferns _revie w. and evolution, is relatively large. Thus, ferns and lycophytes Data associated with this paper have been deposited in the Dryad are relatively information-rich organisms. However, exam- Digital Repository at https ://doi.org/10.5061/dryad .4362p 32 (ESM 1: A list of native fern and lycophyte taxa in Japan accepted in ples of analyses of fern diversity patterns at the regional this study with GenBank accession numbers, and information on scale are scarce (e.g., Bogonovich et al. 2014; Mountier reproductive modes, ploidy levels and leaf seasonality; ESM 2: A et al. 2018). Over the past century, the diversity of ferns and list of fern and lycophyte herbarium specimens from Japan used lycophytes in Japan was quite thoroughly studied, and is to generate the 10 km grid cell distribution maps; and ESM 3: An interactive key fle for identifcation of all the native fern and probably the third best studied area after Europe and North lycophyte taxa in Japan for the software Lucid v3.3) and GenBank America. Guo et al. (2003) combined trait and occurrence (accession numbers LC484364–LC484425). data to analyze determinants of species diversity, abundance, and distribution of the pteridophyte fora of Japan. The sole * Atsushi Ebihara [email protected] serious shortcoming of the analyses of Guo et al. (2003) was the lack of phylogenetic information at that time, but DNA 1 Department of Botany, National Museum of Nature sequence data for nearly all ferns and lycophytes of Japan (at and Science, 4-1-1 Amakubo, Tsukuba, Ibaraki 305-0005, least for the chloroplast) have been produced by subsequent Japan studies (Ebihara 2011; Ebihara et al. 2010). In addition, it 2 Department of Botany, National Museum of Natural History, should be noted that the occurrence data based on Kurata Smithsonian Institute, Washington, DC 20013, USA Vol.:(0123456789)1 3 724 Journal of Plant Research (2019) 132:723–738 and Nakaike (1979, 1981, 1983, 1985, 1987, 1990, 1994, chiefy based on seed plant distribution patterns. Despite 1997) used by Guo et al. (2003) did not cover all known spe- this afnity, few studies have been carried out including the cies at the time, and more have been revised or added since. ferns and lycophytes of continental China and Japan in the Ebihara (2016, 2017) provided updated distribution maps for context of historical biogeography. Isagi (2012) analyzed all all the native taxa of ferns and lycophytes in Japan refecting the extant individuals of Diplazium pinfaense Ching in four numerous new occurrences and recircumscription of taxa locations in Kyushu using SSR markers, and suggested that based on the results of recent studies, but did not make the the four populations each originated from a single spore, data available online. In the current study, we make available probably by long distance dispersal from the continent. A the most recent diversity datasets on ferns and lycophytes certain number of species with similar distribution pattern— in Japan, review recent progress and outstanding questions widely distributed in China but only one or a few locali- in documenting this fora, and reassess the results of Guo ties in Central/Western Japan—might have dispersed into et al. (2003). the Japanese Archipelago by long-distance spore dispersal from the continent. Although the number of common ele- ments is not nearly as many as the Sino–Japanese ones, the Flora eastern Asian–North American disjunct distribution pat- tern of vascular plants has received attention since the nine- Study on the fern and lycophyte fora of the Japanese Archi- teeth century (e.g., Gray 1859), and a number of examples pelago began with 44 species enumerated in Thunberg of disjunct distributions are found in ferns and lycophytes (1786)’s “Flora Japonica”. Thereafter the number of rec- between these areas (Kato 1993; Kato and Iwatsuki 1983). ognized native taxa has been gradually increasing: 460 spe- Nevertheless, historical biogeographic scenarios based on cies including subspecies and varieties (Makino and Nemoto appropriate sampling and phylogenetic methods have been 1925), ca. 400 species excluding those in Ogasawara (Bonin) suggested only for a few species groups (reviewed by Xiang and Ryukyu Islands (Tagawa 1959), and 630 species (Iwat- et al. 2015). In the Adiantum pedatum group, two interconti- suki et al. 1995). The latest checklist of native taxa of Japan, nental migration events via land bridges were inferred (Asia which we use in this study, is the ‘FernGreenList ver. 1.01’ to North America in the Pliocene–Pleistocene, and North (in Japanese; Ebihara et al. 2017a). It comprises 687 spe- America to Asia in the Pleistocene; Lu et al. 2011). Kuo cies (721 taxa including subspecies and varieties; hereafter et al. (2016) estimated the divergence time of Deparia acros- called ‘taxa’) belonging to 37 of the 51 families accepted in tichoides (Sw.) M. Kato endemic to eastern North America PPGI (Pteridophyte Phylogeny Group 2016) (ESM 1). As from its closest relative in Asia (the D. pycnosora group), almost no uninvestigated area remains in the archipelago, suggesting that it originated by vicariance in the Miocene. most of the new additions to the fora after the 1990s have been newly segregated species from previously known ones based on evidence from ploidy levels, enzyme analyses and/ Interspecifc hybrids or DNA sequences (e.g., Ebihara et al. 2019b; Fujiwara et al. 2018; Hori et al. 2015, 2018a, 2018d; Lin et al. 1994, 1996; The great number of interspecifc natural hybrid taxa (371 Masuyama and Watano 2010; Murakami et al. 1999; Ohta combinations listed in Ebihara et al. 2017a) known in addi- and Takamiya 1999; Serizawa 2015; Takamiya et al. 1997) tion to the 721 native, non-hybrid taxa is an outstanding along with only a small number of new records (Ebihara characteristic of the Japanese pteridophyte fora. This is et al. 2014, 2019a). The number of taxa in Japan is similar much more than the number of known hybrid combinations to that of Taiwan (Knapp 2014; Taiwan Pteridophyte Group in China (10 were formally accepted in Flora of China (Wu 2019). The most recent information as of writing identi- et al. 2013), and 20 or more combinations were suggested fed 125 endemic taxa (17.3% of the native taxa) to Japan in the notes), or Taiwan (31 listed in Taiwan Pteridophyte (Ebihara 2018). Group 2019). Such high diversity is most likely a result of eforts seeking new hybrid combinations by Satoru Kurata (1922–1978) and his pupils, but might be, at least in part, a Historical biogeography geographical efect of the long north–south axis of the Japa- nese archipelago, which may enable sympatric occurrence The area with the strongest foristic afnity to the fern and of species with diferent habitat preferences concomitant lycophyte fora of Japan is continental China, with which with climate fuctuation. It is highly likely that most of the Japan shares 487 taxa (67.5%), corresponding to nearly interspecifc hybrid individuals in a large part of the world two-thirds of the native taxa in Japan (Ebihara 2016, are yet unrecognized, including cases of misidentifcation 2017). Together, Japan and continental China belong to the as non-hybrid taxa. Sino–Japanese foristic region (Takhtajan 1986) proposed 1 3 Journal of Plant Research (2019) 132:723–738 725 It should be noted that only a few combinations of hybrid- gametophytes to formation of hybrid sporophytes in Vanden- ity in Japan have been verifed by artifcial crossing, enzyme boschia in Japan (Ebihara et al. 2009a). patterns, or nuclear DNA markers; the others are puta- tive hybrids based on morphology. An expedient method to identify F1 hybrids is to observe the size and shape of Occurrence data and alpha diversity spores; ill-formed or aborted spores are often due to failure of chromosomes from divergent species to properly pair at The eight volumes of “Illustrations of Pteridophytes of meiosis (e.g., Wagner 1954; Wagner and Chen 1965).