Annals of Botany 111: 1075– 1081, 2013 doi:10.1093/aob/mct060, available online at www.aob.oxfordjournals.org Complete tylosis formation in a latest Permian conifer stem Zhuo Feng1,2,*, Jun Wang2, Ronny Rößler3, Hans Kerp4 and Hai-Bo Wei1 1 Yunnan Key Laboratory for Palaeobiology, Yunnan University, Kunming 650091, PR China, 2State Key Laboratory of Palaeobiology and Stratigraphy (Nanjing Institute of Geology and Palaeontology, CAS), Nanjing 210008, PR China, 3 Museum für Naturkunde, Moritzstraße 20, D-09111 Chemnitz, Germany and 4Forschungsstelle für Paläobotanik, Westfälische Wilhelms-Universität Münster, Schlossplatz 9, D-48143 Münster, Germany * For correspondence. E-mail [email protected] Received: 6 December 2012 Revision requested: 3 January 2013 Accepted: 30 January 2013 Published electronically: 26 March 2013 † Background and Aims Our knowledge of tylosis formation is mainly based on observations of extant plants; however, its developmental and functional significance are less well understood in fossil plants. This study, for the first time, describes a complete tylosis formation in a fossil woody conifer and discusses its ecophysiological implications. † Methods The permineralized stem of Shenoxylon mirabile was collected from the upper Permian (Changhsingian) Sunjiagou Formation of Shitanjing coalfield, northern China. Samples from different portions of the stem were prepared by using the standard thin-sectioning technique and studied in transmitted light. † Key Results The outgrowth of ray parenchyma cells protruded into adjacent tracheids through pits initially forming small pyriform or balloon-shaped structures, which became globular or slightly elongated when they reached their maximum size. The tracheid luminae were gradually occluded by densely spaced tyloses. The host tracheids are arranged in distinct concentric zones representing different growth phases of tylosis formation within a single growth ring. † Conclusions The extensive development of tyloses from the innermost heartwood (metaxylem) tracheids to the outermost sapwood tracheids suggests that the plant was highly vulnerable and reacted strongly to environmental stress. Based on the evidence available, the tyloses were probably not produced in response to wound reaction or pathogenic infection, since evidence of wood traumatic events or fungal invasion are not recognizable. Rather, they may represent an ecophysiological response to the constant environmental stimuli. Key words: Shenoxylon mirabile, tylose, fossil plant, conifer wood, ecophysiological response, late Permian, China. IN T RO DU C T IO N In land plants, tyloses are spheroidal protoplasmic bulges that are generally formed when the adjacent parenchyma cells, axial parenchyma or ray cells, protrude into the dead axial conducting cells (Esau, 1965). Tyloses usually extend through the pits of the tracheary cells and have a variety of functions, e.g. occlude the cell cavities blocking water movement through them (Pearce, 1996). The process of tylosis formation is complicated, and includes numerous metabolic changes, as well as the supply of quantities of phenolic compounds, lignin and aromatic substances (Mauseth, 2003). Tyloses have been frequently seen in extant dicotyledonous angiosperms (Saitoh et al., 1993), but they also could be common in other groups of vascular plants. This is uncertain since relatively few investigations on tylosis occurrence in other plant (nondicotyledonous) groups have been conducted. Although extensive fossil records reveal that tylosis formation commonly existed in woody plants since at least the Carboniferous (Scheckler and Galtier, 2003), descriptions and functional analyses of tyloses to date have been obtained almost entirely from modern dicots (Zürcher et al., 1985). Here we report the earliest complete developmental process of tylosis formation in a conifer stem, Shenoxylon mirabile, from the upper Permian (Changhsingian) Sunjiagou Formation in the Shitanjing coalfield, Ningxia Hui Autonomous Region of northern China. Comparisons with tylosis formation in modern plants enable inferences on the ecophysiological role of the well-preserved tyloses in this fossil plant. The abundance of tyloses in the wood from the uppermost Permian suggests instability of the environment. M AT E R I A L S A N D M E T H O D S The Shitanjing coalfield fossil locality is situated in the northernmost part of the Ningxia Hui Autonomous Region, northern China (Feng et al., 2011). Tectonically, the Shitanjing coalfield is located in the western Ordos (also known as Erdos or Erduosi) sedimentary basin at the north-western edge of the North China Block (NCB). The area of the north-western edge of the NCB is notably rich in well-preserved late Palaeozoic permineralized woody tree stems. The Sunjiagou Formation in the Shitanjing coalfield is approx. 80 m thick, representing a river– delta –lake sedimentary succession, with several pink-coloured volcanic ash deposits in the lower portion, and a thin bed of lenticular limestone near the top of the section. The limestone bed is widely recognized in the Sunjiagou Formation elsewhere in the NCB. The bed yielding permineralized material is composed of coarse- to # The Author 2013. Published by Oxford University Press on behalf of the Annals of Botany Company. All rights reserved. For Permissions, please email: [email protected] 1076 Feng et al. — Complete tylosis formation in a latest Permian conifer stem medium-grained sandstone with cross-bedding, representing a fluvial sedimentary setting (Feng et al., 2011; Feng, 2012). The silicified stem described in this paper was formally described as Shenoxylon mirabile Feng, Wang et Roessler and has been suggested to be a conifer (Feng et al., 2011). Thin sections were prepared as follows. First, the specimen was cut through transverse, tangential and longitudinal planes into pieces of appropriate size by using a diamond saw. The top surfaces were sequentially polished on a grinding wheel with carborundum grades of 240, 400 and 800 in turn. The smooth top surface was then glued onto a glass slide with epoxy resin, and the bottom surface was ground down to a thickness of approx. 30 mm. Most of the thin sections were covered with a glass cover-slip using abienic balsam. Optical examination and photomicrographs were undertaken using a Nikon E50i transmitted light microscope equipped with a Nikon DXM 1200F digital camera. Composite images were stitched together using Adobe Photoshop CS v. 8.0. The specimen, thin sections and digital photomicrographs are reposited in the Palaeobotanical Collections of the Yunnan Key Laboratory for Palaeobiology, Yunnan University, PR China, with catalogue number YKLP20005. RES ULT S The specimen of Shenoxylon mirabile that contains the tyloses is described here. It is approx. 150 mm in diameter, and displays a well-preserved eustele and secondary xylem. Tyloses are recognizable throughout the primary and secondary xylem. All tyloses are three-dimensionally preserved within the tracheids. In the secondary xylem, tylose-filled tracheids occur in distinct concentric zones within single growth rings. The zones of tylose-free tracheids appear much brighter in transmitted light than the intercalated tracheid zones that are densely filled with tyloses (Fig. 1A, arrows). Sometimes the tylose-free tracheids are irregularly present among the tylose-filled tracheids (Fig. 1B). Within the tracheids, the tyloses usually are densely spaced and polygonal in shape, occupying the entire tracheid luminae (Fig. 1C). Single tyloses are also observed in cross-sections (Fig. 1D); they show more or less rounded outlines, with 1.5- to 2-mm-thick walls. Small pyriform structures, commonly ,10 mm in diameter, that protrude from ray cells through the pits represent the early stage of tylosis formation (Fig. 1E). The pyriform structures then become somewhat balloon-shaped with narrower bases, but sometimes show irregular outlines (Fig. 1F). Longitudinal sections of the secondary xylem show tyloses in the tracheids in both the radial and tangential views (Fig. 2A, B). There are different types of arrangement of tyloses within the tracheids. Densely spaced polygonal tyloses may occupy almost the entire width of the tracheids (Fig. 2C), or groups of one to three tyloses are aligned in vertical files, reaching from one end of the tracheid to the other (Fig. 2D). These two types of arrangement usually occur in different tracheids (Fig. 2E). Isolated spheroidal to ellipsoidal tyloses are present and are up to 27 mm wide and 38 mm long (16 – 27 mm wide × 19– 38 mm long; n ¼ 50) (Fig. 2F). The tyloses decrease in diameter toward the tapering tip of the tracheids (Fig. 2G, H). Uniseriate bordered pits occur singly or in rows on the surface of radial tracheid walls (Fig. 3A, B). Tangential sections also show that balloon-shaped tyloses possessing narrow bases (Fig. 3C). A single ray cell can protrude into more than one tracheid (Fig. 3D, arrows); however, a single tracheid can receive tyloses from more than one ray cell (Fig. 3E). Ray cells and tylosis initials commonly contain amorphous black substances (Fig. 3F). Tyloses are also present in the primary xylem tracheids (Fig. 3G, H, arrows). The dimension and shape of the ray cells that produce tylose are no different from the non-tylose-producing ray cells. D IS C US S IO N A conspicuous feature of our conifer wood is the highly developed tyloses in the tracheids through the primary to the secondary xylem. Tyloses have been documented from diverse fossil plant groups, including progymnosperm (Scheckler and Galtier, 2003), ferns (Williamson, 1877, 1880; Weiss, 1906; Phillips and Galtier, 2005, 2011) and angiosperms (Bancroft, 1935; Spackman, 1948; Brett, 1960; Manchester, 1983; Nishida et al., 1990; Poole and Francis, 1999; Privé-Gill et al., 1999; Meijer, 2000; Poole and Cantrill, 2001; Terada et al., 2006; Nishida et al., 2006; Castañeda-Posadas et al., 2009). Except for some sporadic records of tylosoid occlusions in the resin canals of fossil conifers (Jeffrey, 1904; Holden, 1915; Ogura, 1944, 1960; Nishida et al., 1977; Robison, 1977; Nishida and Oishi, 1982), there are relatively few reports concerning tyloses in fossil conifers. A complete developmental study on tylosis formation in Palaeozoic conifers has not been reported to date. The first report of tylose structure in fossil conifers is of Pityoxylon succinifer, preserved in Oligocene Baltic amber (Conwentz, 1889). Although the classification of this wood is still debated, and it has been assigned to Pinites (Göppert, 1841) and Pinus (Conwentz, 1889). The occlusions in the tracheids are widely accepted as being tyloses (Seward, 1919, p. 230; Ogura, 1960). Tyloses were also noted in the Jurassic conifer Metacedroxylon scoticum from Scotland (Jordan, 1914), the Late Jurassic conifer Protocedroxyion arancarioides from Spitzbergen (Gothan, 1910) and the Late Triassic Araucarioxylon sp. from Vietnam (Colani, 1919); however, these early reports of tyloses were not further discussed. Abundant septum-like structures in the tracheids of the Jurassic conifer wood, Xenoxylon latiporosum, have been previously interpreted as tracheid membranes by Gothan (1910) and Shimakura (1936). Ogura (1944) suggested that these septum structures are tyloses. Due to the co-occurrence of both septum and spheroidal/ovoid structures in the tracheids of X. latiporosum from Korea, Ogura (1944) speculated that the horizontal septa could be derived from globular tyloses. Other specimens of the same species from the Lower Jurassic of Japan also show similar septa in the tracheids, but they are more pyriform (Watari, 1960). Unlike those seen in our material, the thin septae are commonly horizontal in the tracheids of X. latiporosum. Arnold (1952) explained the tracheid septa as bars of Sanio (crassulae), and suspected their origin as tyloses, based on similar material from northern America (Medlyn and Tidwell, 1975). Feng et al. — Complete tylosis formation in a latest Permian conifer stem 1077 B D A C E F F I G . 1. Shenoxylon mirabile from the upper Permian Sunjiagou Formation, Shitanjing coalfield, northern China. (A–D, F) Transverse sections: (A) tylose-filled tracheids in a concentric zonate distribution (arrows indicate the tylose-free tracheids in the middle of the image which appear brighter in transmitted light); (B) tylose-free tracheids irregularly distributed within the zones of tylose-filled tracheids; (C) close-up of densely spaced tyloses in tracheids; (D) isolated tyloses showing spheroidal or ellipsoidal shape; (F) a tylose sometimes shows an irregular outline. (E) Tangential longitudinal section showing a small pyriform tylose growing out from the parenchymatous ray cell through a pit. Scale bars are as indicated on the images. Specimen and thin sections illustrated in this paper are housed in the Palaeobotanical Collections of the Yunnan Key Laboratory for Palaeobiology, Yunnan University, with catalogue number YKLP20005. Ogura (1960) described two new species of Araucarioxylon with tyloses from the Triassic and Cretaceous of Japan. The shape of the tyloses in both species varies from pyriform to septate. Therefore, Ogura (1960) further developed his previous assumption that ray cells protrude through the pits into the tracheids, first forming small pyriform structures, then the pyriform structures enlarged in both directions, and eventually the septae formed by fusion of the walls of adjacent pyriform structures. The frequent appearance of septae may result from the high ratio of ray cells to tracheids in the wood (Watari, 1960). In our material, the individual tyloses are balloon-shaped, spheroidal, or sometimes slightly ovoid with curved ends. So far, no membranous thin septa have been observed in our material. ‘Bud’ and balloon-like structures occurring in the tracheids of the conifer stem, Australoxylon mondii, were illustrated from the upper Permian of the Antarctic (Weaver et al., 1997). The small ‘buds’ were interpreted as an early stage of tylosis formation since the ray cells protruded into the tracheid lumen, and then the ‘buds’ expanded into balloon-like structures. Both ‘buds’ and balloon-like structures in the Antarctic material are very similar to those in our material. Due to the fact that only one thin section shows a few tylose structures, a complete sequence presenting the progression of tylosis formation could not be established in the Antarctic material (Weaver et al., 1997). Recently, tylosis formation was reported from an Early Jurassic permineralized conifer axis from Antarctica (Harper et al., 2012). Because of the co-occurrence with fungi in this stem, it seems possible that the tylosis formation was a response to fungal infection of a wood rot fungus and served to build up mechanical barriers against the advancing hyphae. Three developmental stages have been recognized 1078 Feng et al. — Complete tylosis formation in a latest Permian conifer stem A B C D E F G H F I G . 2. Shenoxylon mirabile from the upper Permian Sunjiagou Formation, Shitanjing coalfield, northern China. (A– G) Radial longitudinal sections: (A, B) successive fields showing tracheids in the tylose-filled wood zones; (C) densely spaced tyloses in the tracheids; (D) vertically aligned tyloses in tracheids; (E) densely spaced and vertically aligned tyloses in isolated tracheids; (F) isolated tyloses showing spheroidal or ellipsoidal shapes; (G) vertically aligned tyloses near the end wall of tracheids which have a smaller diameter. (H) Tangential longitudinal section showing tyloses with a smaller diameter toward the tapering ends of the tracheids. Scale bars are as indicated on the images. based on the dimensional and morphological features of the tyloses in the Antarctic stem. The three stages are very similar to the early developmental levels of tylosis formation in our material. However, at the final stage of our material, tyloses are further developed and tightly crowded together, whereas in the Antarctic stem, the fully developed tyloses are still somewhat globular and apart from each other. Our material is very well preserved with great detail but no fungal hyphae were observed in our specimen. Therefore, we can exclude the possibility that the prominent tyloses in our material have been induced by fungal invasion or fungal infection. It is worth mentioning that in the progymnosperm Protopitys buchiana from the lower Carboniferous of France (Scheckler and Galtier, 2003), the polygonal tyloses densely crowded in the tracheid luminae resemble those of the latest stage of tylosis formation in our material. Because these tyloses commonly occur near the growth ring boundaries, Scheckler and Galtier (2003) suggested that the tylosis formation may be caused by the local dormancy water stress. Periodic water shortage is a common phenomenon in many terrestrial ecosystems. The tylose-filled tracheids in our specimen are obviously arranged in concentric zones. However, Feng et al. — Complete tylosis formation in a latest Permian conifer stem A 1079 B C D E F G H F I G . 3. Shenoxylon mirabile from the upper Permian Sunjiagou Formation, Shitanjing coalfield, northern China. (A, B) Radial longitudinal sections of secondary xylem in the same area in different focal planes, showing bordered pits on the radial surface of tracheids (A) and the tyloses inside the tracheids (B). (C–F) Tangential longitudinal sections of the secondary xylem: (C) single spheroidal tylose shows a narrow base; (D) single ray cell protrudes into different tracheids (arrows); (E) multi-tyloses emerging from the ray cells through the pits into single tracheid; (F) ray cells and tylosis initials commonly contain black substances. (G, H) Radial longitudinal sections of pith and primary and secondary xylem: (G) densely spaced tyloses (arrow) occurring in the innermost portion of the heartwood; (H) densely spaced tyloses (arrow) in the tracheids of the primary xylem. Abbreviations: PX, primary xylem; SX, secondary xylem; PTX, protoxylem; MX, metaxylem. Scale bars are as indicated on the images. several tylose-filled wood zones are recognized within a single growth increment. It is possible that the tree lived in an environment characterized by constant water stress. Observations on tylosis formation in extant species reveal that they may be triggered by various kinds of heterogeneity in both abiotic and biotic stimuli, including mechanical injuries, infection by pathogenic microorganisms (Biggs, 1987; Pearce, 1990), natural senescence (Dute et al., 1999), heartwood formation (Chattaway, 1949; Meyer, 1967; Panshin and DeZeeuw, 1980; Parameswaran et al., 1985; Wilson and White, 1986), frost (Cochard and Tyree, 1990) and flooding (Davison and Tay, 1985). Although there are several assumptions and interpretations concerning tylosis formation in response to special environmental conditions, a general explanation as to when and how tyloses are produced in response to different chemical and physical stress factors imposed by the environment has not yet been given (Sun et al., 2006, 2007). However, recent evidence indicates that ethylene 1080 Feng et al. — Complete tylosis formation in a latest Permian conifer stem biosynthesis plays an important role in tylosis formation (Sun et al., 2007; McElrone et al., 2010). The development of tyloses has been regarded as a normal physiological process marking the transformation from sapwood to heartwood in many hardwood species (Leitch et al., 1999). However, the tylose-filled tracheids in our material occur from the innermost heartwood through the outermost of sapwood. Therefore, it is highly unlikely that the tylosis formation in our specimen would be a response to heartwood formation. Murmanis (1975) cut samples from Quercus rubra and investigated the number of hours required for tylosis formation. In spring it took 6 h, but during active growth in summer only 2.5 h were required. During dormancy, 1.5 months or longer were necessary for tyloses to appear despite temperatures conducive to metabolism. The frequent tylosis formation within a single growth ring in our specimen might possibly indicate relatively rapid environmental changes. Evidence for the presence of a wide variety of environmental stress factors, including sustained wind, water stress, elevated atmospheric CO2 concentration and wildfire, has been found based on palaeobotanical data from the upper Permian NCB (Wang and Zhang, 1998; Wang and Chen, 2001), as well as on a global scale during this critical period (Shen et al., 2010, 2011). According to climatic models, the NCB was subjected to a relatively long rainfall season in its southern part, whereas its northern part was dry (Fluteau et al., 2001). The fossil locality of the Shitanjing coalfield is situated in the western Ordos Basin, on the north-western edge of the NCB. Our specimens were collected from the uppermost part of the Sunjiagou Formation, being late Changhsingian in age. It is therefore very compelling to invoke a relationship between the uncommon repeated reaction of perennial woody trees and major environmental changes. Additionally, false rings are very commonly present in our wood, and other woods from the same bed, also indicating severe environmental fluctuations (Feng et al., 2011; Feng, 2012). The massive development of tyloses would effectively slow down (or even prevent) water transport, and thus may be viewed as a response or adaptation to the environmental changes that were common in this terrestrial ecosystem. Axial xylem parenchyma cells are irregularly distributed in the fossil conifer stems, but a development of tylose from axial parenchyma was not observed. Only the ray parenchyma cells can account for the capacity of tylosis formation in our material. Due to the lack of evidence of wound healing and the repeated formation of tylose-containing wood, we believe that tylosis formation was not induced by mechanical injury. Conclusions Wood is known to be a very sensitive indicator of environmental change. The anatomical particularities of our material from northern China may provide a rare opportunity to assess how land plants responded or adapted to environmental changes during the late Permian. The complete development of tylosis formation can be observed in our conifer stem, i.e. the outgrowth of ray cells protruding into the adjacent tracheids through the circular bordered pits and forming balloon-shaped buds, which then became globular or slightly elongated and reach their maximum diameter. With increasing number and size of the tyloses, the tracheid luminae were gradually occluded. The abundance of tyloses in our permineralized wood may indicate that the tree was living in a time interval of extreme ecological conditions, in which plants had to develop special structures to adapt to the frequent changes of the environmental conditions. Repeated tylosis formation in a perennial woody plant may indicate an adaptation of these plants to a stressful environment. The development of false rings in the same plant is interpreted as further indication of frequent environmental changes (Feng et al., 2011; Feng, 2012). However, further studies of fossil woods from the same stratigraphic level in other regions are necessary to prove the significance of our current assumptions and to show the interrelatedness of ecology, plant physiology and anatomy some 250 million years ago. ACK N OW L E DG E M E N T S We would like to dedicate this paper to Prof. Herbert Süb (formerly Museum für Naturkunde Berlin) at the occasion of his 92th birthday. We thank Prof. Zhi-Yan Zhou (NIGPAS) and Dr Michael Krings (Bavarian State Collection of Palaeontology Munich, Germany) for their helpful comments and insightful discussion. We thank William DiMichele and an anonymous reviewer whose critical and detailed comments greatly improved this paper. 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