Int. J. Plant Sci. 162(4):697–717. 2001. ! 2001 by The University of Chicago. All rights reserved. 1058-5893/2001/16204-0002$03.00 THE DEVELOPMENTAL BASIS OF FLORAL VARIATION IN DRIMYS WINTERI (WINTERACEAE) Andrew N. Doust1 University of Melbourne, Parkville, Victoria 3052, Australia Flowers within a tree of Drimys winteri vary markedly in floral organ number and arrangement. This variation can be linked to developmental differences between flowers in different parts of the inflorescence. Floral organ number varies most markedly between terminal and lateral flowers, whereas variation in organ arrangement is correlated with the shape of the flower. Key events during development, including changes in meristem shape and a delay in initiation of petals, allow a remarkable variety of whorled and spiral phyllotactic patterns to arise. Relatively few flowers showed Fibonacci phyllotaxis, which is otherwise very common in plant systems. Variation in divergence angle within flowers is correlated with meristem shape, whereas variation in plastochron ratio is shown to depend both on meristem shape and on divergence angle. Differences in floral morphology are interpreted as the result of an ordered process of initiation of primordia superimposed on variation in the symmetry of the floral meristem. In flowers with more or less circular floral meristems, organs appeared to be initiated sequentially at a regular divergence angle, whereas during early development of flowers with more elliptic meristems there was a preferential initiation of organs toward the poles of the elliptic meristems. This study is the first to examine how variation in floral organ number and arrangement is partitioned within individuals of D. winteri, or indeed any other member of the Winteraceae. Keywords: Drimys winteri, Winteraceae, floral morphology, floral development, phyllotaxis, divergence angle, plastochron ratio, morphological variation. Introduction iation in carpel arrangement originated in the first tier of carpels to be initiated. Each successive tier of carpels tended to repeat the pattern of divergence angles found in the first tier. Divergence angles in the carpel zone were variable and occasionally over 180", allowing the spiral comprised of sequentially initiated primordia occasionally to reverse its direction. However, the mechanism by which the pattern of carpel arrangement in the first tier was propagated throughout subsequently initiated primordia was not investigated. A more comparative approach to the study of floral organization was taken by Endress (1986), who contrasted three groups of magnoliids, (1) Degeneriaceae, Himantandraceae, Eupomatiaceae, and Austrobaileyaceae, (2) Chloranthaceae, Trimeniaceae, and Amborellaceae, and (3) Winteraceae. The first group was chosen for their complicated and conspicuous flowers with regular spiral phyllotaxy, the second for their relatively small and inconspicuous flowers, and the third for their unusually large variation in floral organ number and size. Endress (1986) considered that phyllotaxy in the flowers of Winteraceae was more or less unordered, and he linked irregularity in mature organ arrangement with the often asymmetrical floral apex and the small size of the primordia relative to the floral apex. He concluded that the flowers of primitive angiosperm groups could have a diversity of floral arrangements and a variable number of floral organs. Most studies of Winteraceae have focused on Drimys winteri J.R. and G. Forst., and substantial variation in floral organ number and arrangement was noted by Smith (1943) and Tucker (1959) (table 1). Vink (1970) and Erbar and Leins (1983) observed variation in organ arrangement in the flowers of this species and postulated that the sometimes asymmetrical Extant flowering plant families exhibit a wide diversity of floral form. This morphological diversity can be dissected into variations in the number, arrangement, and morphology of the floral organs (perianth, androecium, and gynoecium). The number and arrangement of floral organs is the direct outcome of the pattern of production of primordia by the floral meristem, whereas the morphology of the floral organs is the outcome of the differentiation of the primordia. A distinction between production and differentiation of primordia is important in understanding how diversity of floral form arises. In many families organ number and position are relatively stable and most variation is seen in the elaboration of those organs. This reaches an extreme in, for example, the monocot family Orchidaceae and the dicot family Fabaceae, where an almost invariant floral architecture underlies dramatic differences in both floral organ and overall flower morphology. However, flowers in families among the basal lineages of the angiosperms, such as Winteraceae, often vary markedly in organ number and arrangement but relatively little in floral organ morphology (Endress 1986). Variation in organ number and arrangement implies variation in the production and placement of primordia by the floral meristem. Tucker (1960, 1961) studied ontogeny of flowers in Michelia fuscata (Magnoliaceae) and concluded that varCurrent address: University of Missouri—St. Louis, 8001 Natural Bridge Road, St. Louis, Missouri 63121, U.S.A.; e-mail adoust@ umsl.edu. 1 Manuscript received November 2000; revised manuscript received March 2001. 697 INTERNATIONAL JOURNAL OF PLANT SCIENCES 698 Table 1 Numbers of Sepals, Petals, Stamens, and Carpels for Drimys winteri Found in This Study and in the Studies of Smith (1943) and Tucker (1959) Flower organ Sepal Petal Stamen Carpel This study Smith (1943) Tucker (1959) 2–3 6–14 16–42 4–12 2–3 6–14 24–35 4–10 2 7–9 20–30 5–7 shape of the apical meristem was responsible for irregularities in the position of primordia. Erbar and Leins (1983) also noted that the lateral flowers of D. winteri initiate two lateral sepals, whereas the terminal flowers initiate the calyx as an annular primordium encircling the meristem. All authors tried to explain floral organ arrangement as deviations from Fibonacci phyllotaxis. This phyllotaxis is the most common pattern of organ arrangement in plant systems (Jean 1994) and is characterized by a divergence angle between successively initiated primordia of 137.5" and parastichy pairs (the opposing sets of spirals of organs visible on plants) that are consecutive members of the Fibonacci series (1, 2, 3, 5, 8, 13, and 21, etc.). Hiepko (1965, 1966) considered that some flowers of D. winteri showed deviations from Lucas phyllotaxis, an arrangement of organs characterized by a divergence angle of 99.5" and parastichy pairs that are consecutive members of the Lucas series (1, 3, 4, 7, 11, 18, and 29, etc.). Doust (2000) compared patterns of floral ontogeny and morphology amongst the different genera in Winteraceae, including Drimys, and established that the basic pattern of floral organ arrangement in the family was one of pairs and whorls of organs, although spiral organ arrangements were also observed. Variation in the number and arrangement of floral organs was not explored. The studies noted above have established that flowers of D. winteri exhibit large amounts of variation in organ number and arrangement. However, there has not yet been an attempt to understand this variation from a detailed developmental perspective. The aim of the work presented here is to document variation in organ number and arrangement in flowers of D. winteri and to investigate, through scanning electron microscopy (SEM), how this variation arises. In addition, the high levels of variation in flowers of D. winteri make it possible to examine the relationship between floral meristem dynamics and patterns of primordial initiation in a way that is not possible in morphologically invariant flowers. Therefore, the flowers of D. winteri constitute a natural experiment in variation, and the study of their morphology and development provides a complement to mutant-based approaches on plants such as Arabidopsis and Antirrhinum (e.g., Clark et al. 1993; Crone and Lord 1993; Rasmussen and Green 1993). Buds and flowers of D. winteri were collected from five cultivated trees growing on the Parkville campus of the University of Melbourne, with samples being taken over the flowering season of the trees (July–October, 1995–1997). Additional material was collected from two trees cultivated at Pirianda Gardens, Olinda, in the Dandenong Ranges on the outskirts of Melbourne, and from a tree cultivated on the campus of the Victoria University of Wellington in New Zealand. Inflorescence and Flower Development Various terms have been used for describing reproductive structures in D. winteri; here, the term inflorescence is the same as the terms flowering branch (Tucker 1959) and inflorescence (Vink 1970), whereas the term uniflorescence is the same as the terms inflorescence (Tucker 1959) and florescence (Vink 1970). These terms are illustrated in figure 1. Buds and flowers of all ages were fixed in formalin–acetic acid–60% ethanol (10 : 5 : 85 v/v) for 3–5 d before being transferred to 70% ethanol for storage. Voucher specimens are stored in the herbarium at the University of Melbourne. Before dissection, buds were dehydrated in an ethanol concentration series and stained with 1% acid fuchsin in 95% ethanol to enhance contrast when viewed under the dissecting micro- Material and Methods Collection of Materials Drimys winteri var. chilensis (Gray) A.C. Smith is a small tree or shrub native to central Chile (Smith 1943), a plant that has been cultivated as an ornamental in temperate climes. It flowers in southern Australia in late winter and early spring. Fig. 1 Inflorescence and uniflorescence morphology DOUST—FLORAL VARIATION IN DRIMYS WINTERI Fig. 2 Position of initiation of the first petal primordium relative to the major axis of the meristem. The smaller the angle (A) between the primordium, major axis, and meristem center, the closer to the pole of the elliptical meristem the primordium is situated. scope. After dissection, buds were critical-point dried, mounted on aluminum stubs, and sputter-coated with gold before being imaged in either a Jeol 840 or a Phillips XL30 scanning electron microscope. The position of the microscope stub was adjusted so that each specimen was viewed from directly above (polar view) or from the side (lateral view). Negatives of scanning electron microscope images were digitized at 600 dpi using a flatbed scanner, and digital images were analyzed using the public domain National Institutes of Health (NIH) Image program (developed at the U.S. NIH and available on the Internet at http://rsb.info.nih.gov/nih-image/) on a Macintosh PowerPC 5200/75. NIH Image was used to measure flower and floral meristem area, perimeter, and the length of the major and minor axes of the best-fitting ellipse in polar view. The best-fitting ellipse is calculated by taking the maximum width of the bud as the ellipse major axis and determining the length of the minor axis in order to make the ellipse area agree with the object area (Russ 1995). The shape 699 of the bud in polar view was measured as the aspect ratio of the bud (flower aspect ratio), calculated by dividing the length of the major axis of the best-fitting ellipse by the length of the minor axis. The aspect ratio of a perfect circle will have a value of 1, whereas increasingly narrow elliptic figures will have increasingly larger values. Each bud was tracked through the dissection and imaging procedures so that measurements on the final image could be correlated with the bud’s original position within the inflorescence. To test whether there was a relationship between the shape of the meristem (as measured by aspect ratio) and the position of initiation of the first petal primordium, the angle between the line of the major axis of the best-fitting ellipse and the line connecting the primordium and the center of the meristem was measured. When this angle is small, the primordium is close to the major axis and thus close to one of the poles of the ellipse of the meristem. When this angle is large, the primordium is being initiated on one of the sides of the meristem away from the poles of the ellipse (fig. 2). Statistical analyses were performed with SPSS (1995) and Minitab (1995). Organ Arrangement Analysis of organ arrangement was performed on buds in mid-development with more than 20 organ primordia initiated. Mature flowers were not used because the arrangement of the organs can be distorted by changes in the size and shape of the flower just prior to and at anthesis. The first step in characterizing floral organ arrangement was to identify the parastichy pair, the pair of opposing sets of spirals that are visible winding around the flower axis (denoted as [m,n], with m spirals winding in one direction and n spirals winding in the other) (fig. 3A). Where necessary, stereoscopic pairs of images were used to determine the relative height of primordia and to check the accuracy of the overlain spirals. Fig. 3 Measuring phyllotactic patterns in Drimys winteri. A, Fibonacci pattern with five clockwise spirals and eight anticlockwise parastichy spirals (5,8). The primordia have been numbered consecutively from the most recently initiated. B, Fibonacci pattern (5,8) showing the divergence angle (d; ca. 137.5") between primordia 1 and 2. The ratio of the length of the radii of primordium 2 to primordium 1 is the plastochron ratio. Scale: A, B, 100 mm. 700 INTERNATIONAL JOURNAL OF PLANT SCIENCES Fig. 4 Simulation of the effect of divergence angle on variation in plastochron ratio. Eleven primordia were placed sequentially around the circumference of the ellipse in an anticlockwise direction according to the Fibonacci (137.5") or Lucas (99.5") divergence angles (angle between primordia 1 and 2; indicated by arrow). The distance of each primordium to the center was used to calculate the plastochron ratio between successive primordia. More than one pair of spiral sets can occasionally be seen, but the pair chosen was the one whose angle of intersection between opposing spirals was closest to 90" (as recommended by Jean 1994). Following identification of the parastichy spirals, primordia were numbered in the presumed sequence of initiation using the Bravais-Bravais theorem (Jean 1994), which holds that primordia on one of a set of n parastichy spirals are each separated on that spiral by n (e.g., where there are five spirals in one parastichy set, consecutive primordia on one of those spirals are separated by five, as in 1, 6, and 11, etc.). On some buds the oldest primordia could not be numbered because they were obscured by younger primordia. In all of the results presented, primordium 1 is the youngest and most recently initiated. Two measurements were used to analyze variation in floral organ arrangement (fig. 3B). The first was divergence angle, the angle made between two successively initiated primordia and the center of the meristem. This quantity can be measured for all pairs of sequentially initiated primordia in a flower. Divergence angle has been considered an intrinsic property of the flower (reviewed in Jean 1994), but in this study it is merely used as a measure of the spatial arrangement of primordia. The second measurement made was of plastochron ratio, calculated by dividing the distance to the center of the meristem of one primordium by the distance to center of the next initiated primordium. If the floral meristem remains relatively constant in size as it initiates organs, the plastochron ratio becomes a measure of the relative rate of organ initiation. Measurements of the distance to center of each primordium were not used to compare relative rates of organ initiation between flowers because of the confounding effect of the curvature of the meristem. Plastochron ratio is independent of the curvature of the meristem because it uses the ratio of the distances from the center of the meristem of two sequentially initiated primordia, which, given a more or less symmetrically curved meristem, should be on areas of similar curvature of the meristem. Computer programs to calculate divergence angles and plastochron ratios were written in MATLAB (MathWorks 1992) and are available from the author. The center of the floral meristem was calculated by taking the mean of the X and Y coordinates of the primordia. After calculating divergence angles, graphs of divergence angle versus primordium number were produced. In many cases these showed periodic oscillations in divergence angle that were possibly the result of a misalignment of the actual center of the meristem caused by the fact that the meristem was not perfectly perpendicular to the axis of the photograph (after Ryan et al. 1991). To correct possible distortions in the images, the position of the center was changed in a stepwise fashion relative to the positions of the primordia until the center position was found where the standard deviation of the divergence angles was at a minimum (after Ryan et al. 1991). The new X and Y coordinates of the primordia and the recalculated divergence angles were then measured for further analysis. In multijugate systems (where there is more than one spiral of initiating primordia), each spiral was analyzed separately. For whorled systems the mean and standard deviation of the divergence angles were calculated for primordia within each whorl. Plastochron ratios were calculated for all pairs of primordia. In whorled flowers, the plastochron ratio was calculated between the different whorls using a geometric mean formula derived from Rutishauser (1998): Rm p ! distance between primordia and center for whorl 2 ! distance between primordia and center for whorl 1 [ where m is the number of primordia in a whorl. 1 ] m , Fig. 5 Uniflorescence development. A, Uniflorescence meristem initiating lateral floral meristems and floral bracts (bracts have been removed). B, Uniflorescence meristem has transformed into the terminal floral meristem and is starting to initiate the circular calycine calyptra. Lateral uniflorescence meristems are still narrowly elliptic in shape and have not yet started to initiate sepals. C, Terminal flower with circular calyptra primordium. The basal lateral flower of the right-hand side (1) has just initiated two lateral sepals, but the basal flower on the left-hand side (2) has not yet started sepal initiation. The two basal flowers are almost opposite each other. The subtending bract for this uniflorescence would be toward the base of this figure. The two lateral floral buds that are perpendicularly inserted relative to the uniflorescence bract (buds 1 and 2) have more rounded meristems than the floral meristems that are inserted parallel to the uniflorescence bract (bud 3). D, The lateral flower on the right-hand side of the photo has initiated a secondary flower and subtending bracteole on its axis. The lateral flower has initiated the calycine calyptra in a more or less circular ring, more similar to that of the terminal flower than to that of the lateral flower on the left-hand side of the flower. E, Uniflorescence close to maturity, showing the rounded terminal floral bud and the spirally arranged elliptic lateral floral buds. The free tips of the lateral buds are clearly visible. F, Lateral flower with its floral bract and a bracteole on the pedicel of the flower. UM p uniflorescence meristem, LF p lateral floral meristem, FB p floral bract, TF p terminal floral meristem, Ca p calycine calyptra, ls p lateral sepals, 2F p secondary flower, bt p bracteole. Scale: A, B, 200 mm; C, 100 mm; D, 200 mm; E, F, 1 mm. INTERNATIONAL JOURNAL OF PLANT SCIENCES 702 Fig. 6 Floral meristem shape (aspect ratio in polar view) versus stage of flower development. The stages of flower development represent developmental points in a linear sequence, but the difference between sequential pairs of stages does not represent equal time increments. Means and standard deviations of divergence angles and plastochron ratios were calculated for each flower. Means for each phyllotactic pattern were calculated from the means for divergence angle and plastochron ratio from each flower exhibiting that particular pattern. The relationship of meristem shape to divergence angle and plastochron ratio was examined by regression techniques to determine whether an elliptic meristem influences variation in these parameters. Variation was expressed as coefficients of variation (CV), because these are independent of the magnitude of the means and thus allow comparison of variation across different means. The coefficients are calculated as follows (Sokal and Rohlf 1995): coefficient of variation p standard deviation # 100 . mean To further investigate the relationship between plastochron ratio, divergence angle, and the shape of the floral meristem, a simulation was conducted of the effect of two different divergence angles on plastochron ratio for an identical elliptic meristem. Two sets of primordia were used, one arranged according to the divergence angle of a Fibonacci phyllotactic pattern (d p 137.5") and the other according to that of a Lucas phyllotactic pattern (d p 99.5") (fig. 4). Coefficients of variation of the plastochron ratios were compared between the two divergence angle patterns. of their parts. For each uniflorescence, the tree from which it came, the position of the flowers, and how many petals, stamens, and carpels each flower contained were recorded. The only missing case was from tree 5, where only four examples of two-flowered uniflorescences could be found. The missing value for this case was estimated from the mean of the values of the other four cases in that cell of the analysis to avoid the added complexities of an unbalanced design. A MANOVA of the variation in petal, stamen, and carpel number was performed. Differences in organ number were compared between trees (tree) and between the different positions of the flowers on the uniflorescence axis (flower position). It was not possible to include uniflorescence class as a variable in the same analysis as tree and flower position because the number of flower positions varied between uniflorescence classes. This would have resulted in different parts of the analysis containing different numbers of levels of the variables, a situation unable to be analyzed using standard MANOVA techniques (Winer et al. 1991). For this reason the effects of differences between trees and between flower positions were analyzed separately for each uniflorescence class. The design of the MANOVAs was an unreplicated split-plot design (Winer et al. 1991) with the between-plot analysis examining the variation between trees and the within-plot analysis examining the variation between flower positions and the interaction between tree and flower position (tree # flower position). In this design the plots are the randomly selected branches (branchs) bearing the uniflorescences of each uniflorescence class. The MANOVAs tested for multivariate differences between the factors of tree, flower position, and tree # flower position using Pillai’s trace test (Norusis 1993; Tabachnick and Fidell 1996). Each MANOVA was followed by univariate or, where significant correlations between petal, stamen, and carpel values were found, step-down analyses to determine which variables were contributing to significant multivariate test results. The order of variables used for the step-down analyses was petal, stamen, and carpel, which follows the order of initiation of the floral organs. Because the univariate tests and step-down analyses for each MANOVA involved three ANOVAs, the sig- Organ Number To analyze variation in organ number, five samples of each of two-, three-, four-, five-, six-, and seven-flowered uniflorescences (referred to as uniflorescence classes 2–7) were collected in 1995 from each of the five trees growing on the campus of the University of Melbourne. Each uniflorescence was collected from a randomly selected branch. Uniflorescences were harvested when a few of the flowers had opened but before any of the flowers had aged sufficiently to lose any Fig. 7 Positional relationships between uniflorescence and floral bracts and the shape of the floral meristem in flowers in different positions within the uniflorescence. Arrows indicate direction of pressure exerted by bracts: A–D, pressure of individual floral bracts; UB, pressure of uniflorescence bract. Lateral primordia are numbered in order of initiation, as in fig. 5C. DOUST—FLORAL VARIATION IN DRIMYS WINTERI 703 To check the reproducibility of the results obtained, they were analyzed in conjunction with two other data sets. One of these data sets comprised 31 uniflorescences collected in 1996 (the year following the main experiment) from tree 2 of the five trees at the University of Melbourne. The other was of 19 uniflorescences from a tree growing on the campus of Victoria University of Wellington, New Zealand, collected in 1996. To compare the three data sets, the difference in numbers of floral organs between the terminal flower and the average of the lateral flowers for each uniflorescence was examined. The entire data set for the New Zealand collections was used, but 19 uniflorescences from each of the other data sets were randomly chosen so that each data set was represented by an equal number of uniflorescences. Results Fig. 8 Circumference of floral meristem versus stage of flower development. Overall, the mean circumference of terminal meristems is significantly larger than that of lateral meristems. nificance level for each ANOVA was adjusted so that the overall significance level (experiment-wide level) did not exceed P ! 0.05. The Bonferroni adjustment was used, making the appropriate adjusted level for each individual test P ! 0.0167 (Tabachnick and Fidell 1996). All assumptions of univariate and multivariate analyses were satisfied except for moderate deviations from the assumption of sphericity. These deviations were accounted for by decreasing the degrees of freedom for the F-test using the Greenhouse-Geisser corrections obtained through reconfiguring the analyses to run as repeated measures designs (Winer et al. 1991; Norusis 1993). No transformation of the data was found to be necessary. Approximate variance components were calculated to estimate the amount of variation in petal, stamen, and carpel numbers explained by differences between the factors tree, flower position, or tree # flower position. To do this, the variance associated with each of these factors, over and above the residual variance, was calculated and expressed as a percentage of the total variation. Variance components are considered approximate because there is a mixture of fixed (tree and flower position) and random (branch) factors present (Brown and Mosteller 1991). To calculate the variance components it was necessary to arbitrarily set the term for random error to zero, because there was no replication of flower positions within each uniflorescence (there is only one flower in each flower position within a uniflorescence). However, random error must still play a role in the variation seen, but it is confounded with the interaction between branch and flower position. Values for individual variance components can only be strictly compared within each uniflorescence class, although patterns of variation in the components can be compared across uniflorescence classes. Post hoc comparisons using the Scheffé method (Sokal and Rohlf 1995) were performed on those factors that showed overall significant effects. The significance level used for Scheffé comparisons was the same as that used for the overall F-test; thus, P ! 0.0167 (experiment-wide level of P ! 0.05) was used. Uniflorescence and Floral Development The shoot meristem in Drimys winteri produces leaf primordia during the vegetative phase and uniflorescence primordia during the production of the inflorescence. Both sets of primordia are arranged spirally and, after the production of the inflorescence, the shoot meristem reverts to producing leaves. Each uniflorescence initiates lateral floral bracts and flower primordia in an acropetal direction (fig. 5A), before the uniflorescence meristem eventually transforms into the terminal floral primordium (fig. 5B). One to eight lateral floral primordia are initiated, but they do not continue development until the terminal floral primordium has commenced sepal initiation (fig. 5C). At this stage the lateral floral primordia have a narrowly elliptic and falcate shape. The first flowers of the uniflorescence occur in lateral positions (at right angles to the subtending bract) and are subopposite to each other (fig. 5B). These two lateral buds may or may not be at similar stages of development. Subsequent lateral flowers are initiated in a more or less spiral pattern (fig. 5C–5E). At all stages, lateral flowers usually appear more elliptic in transverse section than do terminal flowers (fig. 5D, 5E). On rare occasions, lateral floral primordia produce secondary lateral floral primordia together with their subtending bracts (bracteoles), indicating that a secondary lateral branch in these uniflorescences is possible (fig. 5D, 5F). Floral meristem shape is variable. The cross-sectional shape of the floral meristem in terminal flowers is usually more or less circular throughout development (aspect ratio close to unity), whereas the floral meristem in lateral flowers is more elliptic, especially during early development (aspect ratio between 1.5 : 1 and 2.5 : 1) (fig. 6). Lateral flowers in different positions within the uniflorescence show different amounts of deviation from circularity, with buds in positions 1 and 2 (lateral to the subtending bract of the uniflorescence) being more rounded in shape than those in positions 3 and 4 (more or less parallel to the subtending bract of the uniflorescence) (fig. 5C, 5D). The shape of the lateral floral meristems appears related to the position of the flower in the uniflorescence, possibly because of the additive or opposing pressures of the uniflorescence and floral bracts (figs. 5C, 7). There is a large 704 INTERNATIONAL JOURNAL OF PLANT SCIENCES Fig. 9 Calyx and corolla development. A, Lateral flower showing the two lateral sepals initiated at each pole of the elliptic meristem; floral bract situated toward base of micrograph. B, Lateral flower showing the growth of the calyptra starting to lift the sepals up above the floral meristem. C, Lateral flower bud; the calyptra bearing the lateral sepals at its tip has almost entirely enclosed the floral meristem. D, Lateral flower that has developed an uneven ring of calyx rather than two sepal tips. E, Polar view of the large, domed floral meristem at the start of initiation of the petals. F, Side view of the floral meristem at the start of initiation of the petals. G, Terminal flower with petals initiated all around circumference of floral meristem. H, Lateral flower in side view with a petal initiated at one of the poles of the elliptic meristem. I, Lateral flower with elliptic floral meristem; petals have been initiated at the lateral poles of the meristem. M p meristem, Ca p calyptra, ls p lateral sepal, p p petal. Scale: A, B, 100 mm; C, 200 mm; D–I, 100 mm. amount of variation in cross-sectional shape in both terminal and lateral flowers at all stages of development. Terminal flowers have floral meristems with significantly larger circumferences than lateral flowers at all stages of development, although both display considerable variation (fig. 8). No significant differences were observed in the height of the meristem between terminal and lateral flowers. Floral development varies between flowers in a uniflorescence. In terminal flowers the calyx is initiated as an annular ring of tissue around the more or less circular floral meristem when the meristem is ca. 120 mm high and 180 mm in diameter (fig. 5B). In lateral flowers two sepal tips are initiated when the floral meristem is ca. 130 mm in height, 190 mm in breadth (from one lateral side to the other), and 100 mm in depth (from abaxial to adaxial sides). Each sepal tip is initiated laterally with respect to the subtending floral bract (fig. 9A), but most growth of the calyx that produces the calyptra of the bud occurs in a region encircling the meristem and beneath the sepal tips (fig. 9B). This growth subsequently bears the sepal tips aloft. The calyptra eventually encloses the developing flower (fig. 9C), but at no stage is there any fusion of the tips or the leading edge of the calyptra in either terminal or lateral flowers. In some lateral flowers the calyptra does not develop free sepal tips but grows throughout as an annular ring (fig. 9D), as in terminal flowers. At anthesis the calyptra splits into two or three segments and the petals unfold. The reflexed calyptra segments eventually wither and abscise. There is a delay between calyx and petal initiation. In both terminal and lateral flowers there is a considerable delay between initiation of the calycine calyptra and the corolla; petal primordia appear only when the calyptra has almost enclosed the floral meristem. At this stage the floral meristem is large and domed and petals initiate low down on the flank of the dome (fig. 9E, 9F). When first visible the petal primordia are ca. 1000 mm2 in size, and the apical meristem is ca. 100 mm in height, 200 mm in breadth, and 150 mm in depth. When petal primordia are first being initiated, the circumference of the apical meristem varies significantly more than the arc of the circumference occupied by each petal primordium (coef- DOUST—FLORAL VARIATION IN DRIMYS WINTERI Fig. 10 Magnitude of angle between primordium and major axis of flower versus flower aspect ratio, showing that the angle decreases as the meristem becomes more elliptic (i.e., aspect ratio increases) (P ! 0.01, r 2 p 12.6). ficient of variation for floral meristem p 14.6%, primordium arc p 4.9%, difference significant at P ! 0.01). Position of initiation of first few petal primordia depends on flower shape. In flowers with meristems that are gently elliptic to more or less circular (terminal and some lateral flowers), there is no discernible preference in the position of initiation of the petal primordia. In these flowers subsequent primordia are quickly initiated all around the circumference of the meristem (fig. 9G) and are either in a spiral or whorled pattern. However, in lateral flowers whose meristems are more elliptic in shape, the first petals to be initiated generally arise laterally on the meristem, in the same region as the free sepal tips (fig. 9H, 9I). This trend is significant (fig. 10). Further primordia are initiated at the poles of the elliptic meristem before primordia start to be initiated around the remainder of the circumference. Regardless of where the first formed petal primordia initiate in terminal and lateral flowers, the various phyllotactic patterns are not related to the phyllotaxy of the calyx, whether decussate in lateral flowers or nonexistent in terminal flowers (where the calyx is initiated as a ring of tissue). The delay between the initiation of the calyx and petals apparently allows the petals to start a new phyllotactic pattern. The phyllotactic pattern of petals is propagated throughout stamens and carpels. Initiation of stamens follows the petals without delay. Stamens are initiated on the almost vertical flanks of the floral meristem and are first visible at a size of ca. 700 mm2, at a stage when the meristem is large and domed and is ca. 90 mm in height, 200 mm in breadth, and 160 mm in depth (fig. 11A, 11B). Several tiers of stamens are initiated, filling the flanks of the floral meristem (fig. 11C, 11D). In lateral flowers that are narrowly elliptic in outline the stamens tend to be initiated first toward the poles of the meristem (fig. 11E), although stamen primordia completely surround the meristem by the end of the period of stamen initiation (fig. 11F). When viewed from the side, terminal flowers often have at least three tiers of stamens (fig. 11C), whereas lateral flowers usually only have two. Initiation of carpels follows the stamens without delay, and as the growth of the floral meristem ceases, the carpels eventually develop all over the flattened apex of the dome (fig. 11G–11K). However, occasionally a small area of the floral 705 meristem remains uncommitted (fig. 11H–11L). Carpels initiate as circular primordia and are first clearly apparent when their area is ca. 3000 mm2, and the floral meristem has a breadth and depth of ca. 190 mm and 150 mm, respectively, and height of ca. 20 mm (fig. 11G). As the carpels develop the adaxial face becomes depressed (fig. 11H, 11I) and forms a slit (fig. 11J, 11K). At anthesis the carpels are oblong to obovoid with a distal and adaxial stigmatic crest (fig. 11L). During development of the inflorescence the uniflorescence bracts tightly enclose the developing uniflorescences and they only spread open when the floral buds are relatively well developed (fig. 12A). Elongation of the uniflorescence peduncles starts with the more proximal uniflorescences, carrying the flowers away from the uniflorescence bracts (fig. 12B). Soon after, elongation of the pedicel of each flower carries the flower away from the floral bract and the flower opens, with the flowers on the uniflorescences toward the base of the inflorescence opening before those toward the apex (fig. 12C). Basal uniflorescences also have more flowers than more distal ones (fig. 12C). Fully open flowers are actinomorphic, with the petals held more or less horizontally around the dome of the receptacle (fig. 12D). All of the organs are free, although occasionally two adjacent primordia fuse together in early development and produce a double organ at maturity. Arrangement of Petals, Stamens, and Carpels Many phyllotactic patterns occur. Floral phyllotaxis was examined in 52 buds that were developmentally between midstamen and late carpel initiation. There were 14 buds with whorled phyllotaxis (27%) distributed in three patterns (5,5), (6,6), and (7,7). The rest of the buds had spiral phyllotaxis, of which 11% showed Fibonacci phyllotaxis (divergence angle close to 137.5" and parastichy pairs of [3,5] or [5,8]), 26% showed Lucas phyllotaxis (divergence angle close to 99.5" and parastichy pairs of [4,7] or [7,11]), 8% were multijugate, and 55% showed some other form of phyllotaxis (figs. 3, 13, 14; table 2). All buds examined could be described by a recognizable pattern, although in one case it appeared that an extra primordium had initiated that did not fit onto the parastichy spirals (fig. 13E, asterisk). Mean divergence angles for each phyllotactic pattern are close to the limit divergence angles for these patterns given by Jean (1994) (table 3). Fewer terminal buds were examined than lateral buds, and they had fewer patterns (table 4). No major preference in the direction of the spiral of sequentially initiated primordia was evident; 21 of the flowers had primordia arranged in a clockwise spiral, and 17 had primordia arranged in a counterclockwise spiral. Basal petal primordia are the start of both sets of parastichy spirals, and the number of primordia in the first tier corresponds to the first term of the parastichy pair (e.g., the parastichy pair [3,5] has three petal primordia in the first tier of initiated petals). In terminal flowers there was no significant relationship between the shape of the floral meristem and the number of parastichy spirals (signified by the first term of the parastichy pair). However, in lateral flowers there was a significant positive relationship, so that flowers with more elliptic meristems tended to have phyllotactic patterns with more parastichy spirals (fig. 15). Variation in phyllotactic pattern is related to the shape of 706 INTERNATIONAL JOURNAL OF PLANT SCIENCES Fig. 11 Androecium and gynoecium development. A, B, Terminal flower; stamens are being initiated on the almost vertical sides of the large, domed floral meristem. A, Side view. B, Polar view. C, D, Terminal flower; three tiers of stamens have initiated, filling up the sides of the floral meristem. C, Side view. D, Polar view. E, Lateral flower, polar view, showing stamens initiated at the poles of the elliptic meristem. F, Lateral flower, polar view, showing stamens initiated all around the circumference of the floral meristem. G, Lateral flower, polar view, showing carpels developing on an almost flat surface of floral meristem. H, Lateral flower, polar view; the ventral invagination in each carpel is starting to appear. I, Terminal flower, side view, showing the carpels as the last tier of organs initiated by the floral meristem. J, K, Lateral flower, polar view. J, The ventral invagination in the carpels is becoming a slit. Note the uncommitted floral meristem in the center of the flower. K, Slits in carpels are almost closed, with no visible uncommitted floral meristem. L, Carpels in center of flower at anthesis showing opening of slit now closed by papillae to form the stigmatic crest. The uncommitted floral meristem is visible in the center of the flower. M p floral meristem, p p petal, s p stamen, c p carpel. Scale: A, 100 mm; B, 200 mm; C, D, 100 mm; E, 50 mm; F–K, 100 mm; L, 2 mm. the meristem. Periodic variation in divergence angle and plastochron ratio was found within individual flowers, even after adjusting the center of the meristem to give the least variability in measured divergence angles (fig. 16A–16F). Fluctuations occurred in both whorled and spiral phyllotactic patterns, but the size of the fluctuations was not constant across flowers (e.g., cf. fig. 16A, 16E). However, linear regressions of plastochron ratio versus age of the primordia showed no significant relationship, indicating that plastochron ratio does not change during the initiation of the petals, stamens, and carpels. There was a significant relationship (P ! 0.001) between aspect ratio of the flower and variation in divergence angle (fig. 17), with flowers whose meristems were narrowly elliptic being the most variable in divergence angle. The amount of variation of the coefficients of variation for divergence angle explained DOUST—FLORAL VARIATION IN DRIMYS WINTERI 707 Fig. 12 Inflorescence and flower morphology. A, Developing inflorescence; uniflorescence bracts open as the uniflorescences expand. B, Peduncles on the uniflorescences toward the base of the inflorescence have elongated, and the flowers they bear are about to open. C, Inflorescence with basal uniflorescences at anthesis and distal uniflorescences just prior to anthesis. D, Lateral view of flower showing more or less horizontally held petals, whereas stamens and carpels are arranged on the dome of the floral receptacle. U p uniflorescence, UB p uniflorescence bract. Scale: A, 12 mm; B, 16 mm; C, 30 mm; D, 4 mm. by the elliptic shape of the meristem was 22%. There was no significant relationship between variation in plastochron ratio and the elliptic shape of the floral meristem (fig. 17). However, the results of the simulation of variation in plastochron ratio by sequentially positioning primordia around an elliptic meristem at either the Lucas divergence angle (99.5") or the Fibonacci divergence angle (137.5") showed that primordia positioned at 99.5" had 50% more variation in plastochron ratio than primordia positioned at 137.5", even though the mean plastochron ratio was very similar (table 5). Thus, the amount of variation in plastochron ratio depends on both the shape of the meristem and the size of the divergence angle (which is a function of the phyllotactic pattern). In most cases the spiral of sequentially initiated primordia consisted of an orderly sequence of petals, stamens, and carpels. However, in some flowers there was a discrepancy between the position of some of the organs in the sequence of initiation and their identity. In figure 13D, primordia 1–7 are carpels, primordia 8 and 9 are stamens, and primordium 10 is a carpel. Primordia after primordia 10 are stamens. This indicates that the sequence of initiation inferred from the phyl- lotactic pattern may not always correspond to the actual sequence of differentiation of organs in a flower. Variation in Organ Number Organ number significantly differs between flowers in different parts of the uniflorescence. Petal numbers ranged between 6 and 14, stamen numbers between 16 and 42, carpel numbers between 4 and 12, and total numbers of floral organs between 30 and 60 (table 1). The distribution of the variation was analyzed by a MANOVA test (Pillai’s trace statistic), which showed that in all of the six uniflorescence classes there were significant differences in organ number between flower positions on the uniflorescence (table 6). In two of the six classes (classes 5 and 7) there were small but significant differences between trees in addition to that difference found between flower positions. The nonsignificant interaction tree # flower position indicates that the pattern of differences between flower positions was similar in all trees. The pattern of variation in petal, stamen, and carpel numbers was analyzed separately in univariate analyses and step- Fig. 13 Phyllotactic patterns in Drimys winteri. A, 3(2,3) (d p 45.84") trijugate Fibonacci pattern. B, 2(3,4) (d p 49.75") bijugate Lucas pattern. C, 4,5 (d p 77.96"). D, 4,7 (d p 99.5") Lucas pattern. Note that primordia 1–7 are carpels, primordia 8 and 9 are stamens, and primordium 10 is a carpel. E, 5,5 (d p 72"). Note that one stamen primordium (*) does not fit onto the parastichy spirals. F, 5,6 (d p 64.08"). Scale: A–F, 100 mm. 708 Fig. 14 Phyllotactic patterns in Drimys winteri. A, 5,7 (d p 151.14"). B, 6,6 (d p 60"). C, 6,7 (d p 54.4"). D, 7,7 (d p 51.43"). E, 7,8 (d p 47.25"). F, 8,9 (d p 41.64"). Scale: A–F, 100 mm. 709 INTERNATIONAL JOURNAL OF PLANT SCIENCES 710 Table 2 Phyllotactic Patterns Grouped According to Type Phyllotactic pattern Percentage of all buds Frequency Whorled Spiral: Fibonacci Lucas Multijugate Fibonacci-type series (other than Lucas) Total Percentage of spiral buds Predicted percentage (Jean 1994) 14 26.9 … … 4 10 3 7.7 19.2 5.8 10.5 26.3 7.9 92 2 5 21 40.4 55.3 1 52 100 down analyses (step-down analyses only applied when significant correlations were found between petal, stamen, and carpel numbers using Bartlett’s test). In all cases the interaction tree # flower position was not significant. The results can be summarized as follows (table 7). (1) Petals: Petal numbers showed significant differences between trees only for uniflorescence class 7, with 17% of the variance in petal number explained by differences between trees. Uniflorescence classes 2, 5, 6, and 7 showed significant differences between flower positions, with these differences accounting for 10%–20% of the variance in petal number. (2) Stamens: Stamen numbers were significantly different between flower positions for all uniflorescence classes, with 36%–51% of the variance in stamen numbers explained by differences between flower positions. There were no significant differences between trees. (3) Carpels: Carpel numbers were significantly different between trees for uniflorescence classes 5 and 7, with 19% and 25% of the variance in carpel numbers explained by these differences. There were significant differences between flower positions for uniflorescence classes 2, 5, 6, and 7, with these differences accounting for 3%–13% of the variance in carpel number. The difference between flower positions accounts for much 100 100 of the total variation in floral organ number, particularly in stamen number (36%–51%). Significance levels vary considerably between uniflorescence classes for differences in petal and carpel numbers but not for differences in stamen numbers. Differences in organ number are primarily the result of stamen number differences between terminal and lateral flowers. The results of the post hoc multiple comparison tests are summarized over all uniflorescence classes as follows (table 8): 1. Pairwise comparisons between trees: petal and stamen pairwise comparisons between trees were not significant in any case. Carpel comparisons were significant in 5% of the comparisons. 2. Pairwise comparisons between lateral flowers in a uniflorescence: petal showed significant differences between pairwise comparisons of lateral flowers in 9% of cases. Stamen and carpel comparisons were not significant. 3. Pairwise comparisons between the terminal and each of the lateral flowers in a uniflorescence: stamen showed significant differences between pairwise comparisons of terminal (flower position 1) and lateral flowers (flower positions 2–7) in all cases. Petal and carpel comparisons were significant in 14% and 19% of cases, respectively. 4. Comparisons between the terminal and an average of the Table 3 Type and Frequency of Phyllotactic Patterns Found in Drimys winteri Phyllotaxis 3(2,3) trijugate Fibonacci (3,5), (5,8) Fibonacci 2(3,4) bijugate Lucas (4,5) (4,7), (7,11) Lucas (5,5) (5,6), (6,11) (5,7) (6,6) (6,7), (7,13) (7,7) (7,8) (8,9) Frequency Theoretically correct angle 1 4 2 1 10 1 6 2 7 9 6 2 1 45.84 137.51 49.75 77.96 99.50 72.00† 64.08 151.14 60.00† 54.40 51.43† 47.25 Not given Mean divergence angle (SE) 46.47 137.52 50.55 76.56 99.36 70.94 65.01 150.92 59.95 54.95 50.04 47.93 41.64 (0.33) (0.34) (0.17) (0.24) (0.14) (0.56) (0.15) (0.45) (0) Mean plastochron ratio (SE) 1.09 1.08 (0.001) 1.1 (0.03) 1.09 1.07 (0.005) 1.07 1.07 (0.013) 1.07 (0.018) 1.05 (0.003) 1.07 (0.008) 1.04 (0.001) 1.05 (0.016) 1.07 Note. Theoretically correct angle and mean divergence angle are measured in degrees. The limit divergence angle for each pattern is given in column three (from Jean 1994, p. 39), except for whorled patterns, where the values (†) are those given by dividing 360" by the number of primordia in each whorl. DOUST—FLORAL VARIATION IN DRIMYS WINTERI 711 Table 4 Distribution of Phyllotactic Patterns between Terminal and Lateral Flowers Position of bud Terminal Lateral Number of buds Phyllotactic patterns 15 37 3(2,3), (4,7), (5,7), (6,6), (7,7), (7,8) (3,5), (5,8), 2(3,4), (4,5), (4,7), (7,11), (5,5), (5,6), (6,11), (6,6), (6,7), (7,13), (7,7), (7,8), (8,9) lateral flowers in a uniflorescence: stamen showed significant differences between comparisons of terminal (flower position 1) and averaged lateral flowers in all cases. Petal and carpel comparisons were significant in 17% and 50% of cases, respectively. These comparisons show that, in general, the difference between terminal and lateral flowers explains most of the total variation in organ number, with terminal flowers having a mean of 7.45 more floral organs than lateral flowers (table 9). The increase in the number of stamens between lateral and terminal flowers in a uniflorescence (22.1%) is significantly greater (P ! 0.001) than the increase in petal or carpel number (5.8% and 9.2%, respectively; table 9). Although most variation in organ number is between terminal and lateral flowers, some differences were also seen between the different lateral flower positions. In particular, the two most basal lateral flowers had, on average, fewer of each organ type than the more distal lateral flowers (data not shown). These differences were not significant in the post hoc pairwise comparisons between lateral flower positions using the Scheffé test. However, this test is very conservative (Sokal and Rohlf 1995), especially when used in conjunction with the Bonferroni adjustment to the univariate P values, and a larger data set would be needed to examine this phenomenon statistically. Comparison with other data sets confirms main findings. Two other data sets were examined to see if they would show results consistent with those reported above. No significant differences were discovered among the three data sets in the size of the difference in floral organ numbers between terminal and lateral flowers (table 10). Shape of the Floral Meristem Before initiation of the calyx there is a major difference between the narrowly elliptic shape of most lateral floral meristems and the more or less circular shape of the terminal floral meristem. Each lateral floral meristem is initiated in the axil between its subtending floral bract and the uniflorescence axis, whereas the terminal meristem (which is the transformed uniflorescence meristem) terminates the shoot and lacks a subtending floral bract. After the lateral sepals are initiated the floral meristems of lateral flowers are more circular in outline than before, but they are still more elliptic than the floral meristems of terminal flowers. Lateral floral meristems can become more circular as they develop because the buds expand as they grow out from the confines of the acute angle between the subtending floral bract and the uniflorescence axis. The shape of the floral meristems of lateral flowers is affected both by the constraint of the subtending floral bract as well as that of the bract subtending the entire uniflorescence. Floral buds that are lateral to the subtending uniflorescence bract have the pressure of the uniflorescence bract perpendicular to the constraint of the floral bract, so that the two forces partially counteract each other (fig. 7). However, floral buds in the same plane as the uniflorescence bract have the pressure of the uniflorescence bract and that of the floral bract working in tandem to increase the constraint on the floral meristem. This may be particularly important for the basal flowers toward the outer edge of the uniflorescence than for the more distal flowers toward the center of the uniflorescence. Differences in shape that may correspond to these pressures can be seen in the SEM micrographs (fig. 5C, 5D), where meristems on the left- and right-hand sides of the figures are lateral with respect to the Discussion Much of the variation in floral morphology of Drimys winteri is attributable to differences between terminal and lateral flowers. In particular, terminal floral meristems are generally larger, more circular in shape, and initiate more organs than lateral floral meristems. Differences in size are linked to organ number differences, whereas meristem shape appears particularly important in determining variation in organ arrangement. The developmental pathway of each flower depends on subtle variations in size and shape of the floral meristem, resulting in a large degree of morphological variation. A number of key events during development allow different floral morphologies to arise, of which the most important is variation in the shape of the floral meristem from the very beginning of floral initiation. Fig. 15 Phyllotaxis versus flower shape. Phyllotactic pattern is represented as the first term of the parastichy spiral set. Regression of phyllotaxis versus flower aspect ratio for terminal flowers was not significant; regression of the same variables for lateral flowers was significant (P ! 0.05, r 2 p 11.2). 712 INTERNATIONAL JOURNAL OF PLANT SCIENCES terminal floral meristem must remain actively initiating primordia that will become stamens for a longer period of time than do lateral meristems. Examination of mature buds of terminal and lateral flowers indicates that there is generally an extra tier of stamens in terminal flowers, indicating that the floral receptacle is correspondingly longer in terminal than in lateral flowers. Variation in number of organs in the flowers of D. winteri has been observed by previous workers, although the correlates of that variation had not been elucidated. Smith (1943) remarked on the variable numbers of floral organs in different species of Drimys, and he gave a range of variation for D. winteri var. chilensis that is similar to that of this study (table 1). Tucker (1959) gave approximate limits for the variation in floral organ number of the three trees that she examined, but this variation was less than that found by either Smith (1943) or that found in this study. Endress (1987) has drawn attention to the fact that flowers with spiral phyllotaxis are relatively plastic, so that organ number may vary depending on the position of the flower in the branching system. Schöffel (1932) demonstrated that the number of organs in terminal flowers of Ranunculus (Ranunculaceae) may be greater than that in lateral flowers, a situation similar to that found here. Endress (1978) showed that flowers of members of the Hamamelidoideae could vary in number of floral organs and that this variation was primarily attributable to variation in stamen numbers. Fig. 16 Divergence angle and plastochron ratio versus primordium number for three flowers (flower 1 p A + B, 2 p C + D, 3 p E + F). Regressions (dashed line of best fit) shown for plastochron ratio are not significant. Lines connecting consecutive points are not continuous in C and D because the organs are arranged in whorls; only the angles and plastochron ratios between primordia within each whorl have been shown. W1 p whorl 1, etc.; m,n p parastichy pair; l.d.a. p limit divergence angle for the phyllotactic pattern. uniflorescence bract and are more rounded than the narrowly elliptic meristems at the top and bottom of the figures (which are in the same plane as the uniflorescence bract). Such differences in shape of the buds in the various positions within the uniflorescence were first observed by Tucker (1959), who noted that the lowest pair of lateral buds was relatively circular in outline compared with the narrowly elliptic shape of the next highest pair and that further buds became more circular in outline again. Initiation of the Calyx and the Petals The lateral floral meristem produces two lateral sepals, whereas the terminal meristem produces an annular calyx primordium, as first reported by Erbar and Leins (1983). The two modes of initiation correlate with the shape of the meristem, as lateral meristems are much more elliptic than terminal meristems at this stage. Occasional lateral flowers produce a more or less complete annular calyx primordium, presumably because of a more circular floral meristem. In lateral flowers the sepals are uplifted by the growth of the continuous ring of calycine tissue beneath them. Floral Organ Number The difference in size between terminal and lateral floral meristems is correlated with a significant difference in number of floral organs; terminal flowers have approximately seven more organs than lateral flowers. Differences in stamen number appear to be primarily responsible for the overall difference, with terminal flowers having six to seven more stamens than lateral flowers. The difference in stamen numbers is significant over all uniflorescence classes and across three different data sets. The disproportionate increase in stamen, as opposed to petal or carpel number (increase of approximately six stamens as opposed to 0.6 petals and carpels), indicates that the Fig. 17 Variation in divergence angle and plastochron ratio versus flower shape. Regression for coefficient of variation (CV) for divergence angle versus aspect ratio is significant (P ! 0.001, r 2 p 0.22); regression for CV plastochron ratio versus aspect ratio is not significant (r 2 p 0.02). DOUST—FLORAL VARIATION IN DRIMYS WINTERI Table 5 Plastochron Ratios Calculated for Each Pair of Primordia in the Simulation of the Fibonacci and Lucas Placement of Primordia in Figure 4 Primordia pairs 1&2 2&3 3&4 4&5 5&6 6&7 7&8 8&9 9 & 10 10 & 11 Mean (SD) Coefficient of variation (%) Fibonacci angle (137.5"): plastochron ratios Lucas angle (99.5"): plastochron ratios 1.14 1.30 0.83 0.81 1.10 1.31 0.92 0.78 0.99 1.33 1.05 (0.21) 1.51 0.69 1.26 0.86 1.05 1.09 0.81 1.42 0.68 1.47 1.01 (0.32) 20 31.68 The most important developmental event allowing the diverse range of phyllotactic patterns to arise is the delay between the initiation of the sepal and petal primordia. Because of this delay, petal primordia do not have any positional cues from the already initiated sepal primordia, and therefore the position in which they initiate is only affected by the overall shape of the meristem. The effect of meristem shape on petal primordium position is similar to its effect on sepal position, with primordia on narrowly elliptic meristems being initiated toward the poles of the meristem and primordia on circular meristems being initiated at any point around the circumference. This pattern could be the result of physical pressure directly inhibiting petal primordium initiation on the sides of the elliptic meristem or it could be that primordia initiate at the poles of the ellipse because this is the greatest possible distance from the center of the meristem. Meristem shape also affects the inference of the sequence in which primordia initiate on the meristem. Phyllotactic pattern at later stages of bud development is characterized by particular sets of parastichy spirals. These in turn allow primordia to be numbered from youngest to oldest. Implicit in the numbering process is that sequentially initiated primordia are arranged around the meristem at the divergence angle characteristic of the phyllotactic pattern. This appears to be the case in flowers with more or less circular meristems. However, in flowers with narrowly elliptic meristems, petal primordia preferentially initiate toward the poles of the meristem and only later along the sides of the meristem. In these cases the temporal order in which positions are filled on the floral meristem is different from that inferred from the parastichy spirals. Later in development organ primordia have initiated over all of the meristem surface in both terminal and lateral flowers, so that there is no indication that the inferred order, as defined by the divergence angle and parastichy spirals, is different from the order in which the organ primordia were actually initiated. Therefore, primordia in all flowers are spaced in a regular manner, even though the process of initiation leading to that arrangement may vary. This interpretation is supported by simulations conducted by Douady and Couder (1996a), who 713 demonstrated that, for small plastochron ratios (such as those displayed by flowers of D. winteri), the exact sequence of initiation of primordia does not affect the resultant phyllotactic pattern at maturity. Thus, the disparity between the predicted and actual sequence of organ initiation does not affect description of the phyllotactic pattern and does not prejudice the use of divergence angle to describe the spatial arrangement of organ primordia being initiated on the surface of the meristem. Floral Phyllotaxis Many different arrangements of petals, stamens, and carpels were found, of which relatively few conformed to common patterns such as Fibonacci phyllotaxis. Over 50% of the flowers exhibited phyllotactic patterns such as (5,6), (6,7), (7,8), and (8,9), patterns that are rare in other angiosperms (Jean 1994). The potential for such a variety of patterns stems from the delay between calyx and petal initiation, which appears to release the first initiated petals from the positional cues of the calyx. This is unlike the situation in other genera of Winteraceae, in which the position of initiated primordia affects the position at which new primordia will initiate and where whorled patterns are common (Doust 2000). The first few petals initiate sequentially and form a tier around the base of the floral meristem. These primordia are the first members of the floral parastichies and set up the phyllotactic pattern of the flower. Initiation of the rest of the floral organ primordia (petals, stamens, and carpels) follows without delay and continues the phyllotactic pattern started in the basal petal zone. The size of the petal primordia at initiation is relatively constant but that of the floral meristem is more variable. The production of phyllotactic pattern when there is no positioning influence from previously initiated organs has been modeled by Williams and Brittain (1984) and Douady and Couder (1996b, 1996c). They showed that it is possible to obtain both whorled (m,m) as well as spiral (m,m+1) patterns for low plastochron ratios in the range observed in this study. Whorled systems will result when the relationship between organ primordium size and floral meristem size is such that a whole number of organ primordia will exactly fit around the circumference of the meristem. Spiral (m,m+1) systems will Table 6 Significance (P) Values for Pillai’s Trace Multivariate Test for the MANOVA of the Measured Variables Petal, Stamen, and Carpel for the Factors Tree, Flower Position, and Tree # Flower Position for Each Uniflorescence Class Uniflorescence class 2 3 4 5 6 7 Tree ns ns ns ∗ ns ∗∗ Note. ns p not significant. ∗ P ! 0.05. ∗∗ P ! 0.01. ∗∗∗ P ! 0.001. Flower position Tree # flower position ∗∗∗ ns ns ns ns ns ns ∗∗∗ ∗∗∗ ∗∗∗ ∗∗∗ ∗∗∗ INTERNATIONAL JOURNAL OF PLANT SCIENCES 714 Table 7 Individual Tests of Significance and Approximate Variance Components (%) for the Dependent Variables Petal, Stamen, and Carpel Uniflorescence class 2 3 4 5 6 7 Stamen Petal Tree ns ns ns ns ns 17∗ Flower position ∗ 20 ns ns 12∗∗ 12∗∗ 10∗∗ Tree Carpel Flower position ∗∗ ns ns ns ns ns ns 51 36∗∗ 47∗∗ 43∗∗ 47∗∗ 44∗∗ Tree Flower position ns ns ns 25∗∗ ns ns(19∗) 10∗ ns ns 13∗∗ ns(3∗) 6∗∗ Note. Values for the interaction term tree # flower position have been omitted, as none were significant. Significant Bonferroni-adjusted values for each univariate ANOVA are shown with asterisks. Significance levels and approximate variance components obtained after stepdown analyses are indicated inside parentheses where they differed from univariate values. ∗ P ! 0.016 (experiment-wide critical value of P ! 0.05). ∗∗ P ! 0.003 (experiment-wide critical value of P ! 0.01). result when the ratio of organ primordium size to floral meristem size is between values that would lead to whorls. In these cases an imperfect whorl will be laid down first (where the primordia are initiated at more or less the same time but not at regular angular positions), followed by a continuous transition toward the most stable spiral mode, of the form (m,m+1). Two thirds of the patterns observed in this study are of the form (m,m) or (m,m+1), as, for example (5,6), (6,6), (6,7), and (7,7). Whether a pattern will turn out to be spiraled or whorled appears to be determined by the size of the apex compared to the size of the primordia at initiation. Williams and Brittain (1984) have also shown that it is possible for higher order systems to develop from (m,m+1) systems. A corollary of the explanation of phyllotaxis given above is that terminal flowers, with their generally larger floral meristems, would have phyllotactic patterns with larger numbers of parastichies than those in lateral flowers (because more petal primordia can fit in the basal tier around the circumference of the meristem). However, the range of phyllotactic patterns found in lateral flowers is greater than that found in terminal flowers, spanning parastichy sets with both fewer and more parastichies than seen in terminal flowers. This may simply be because there are a few lateral flowers with unusually large floral meristems; yet there is also a correlation in lateral flowers between the number of parastichy spirals and the shape of the floral meristem, with the number of parastichy spirals increasing with increasingly elliptic floral meristems. This indicates that differences in development between flowers with elliptic versus those with more or less circular floral meristems may account for the greater range of phyllotactic patterns seen in lateral flowers. In flowers with circular meristems, the basal petal primordia and the parastichies of which they are the initial members are initiated at approximately the same time. However, in lateral flowers with narrowly elliptic meristems, the full set of basal primordia is not initiated until the floral meristem has expanded enough to escape from the constraints imposed by the tightly fitting floral bracts. Having expanded, it is likely that more primordia can fit around the base of the meristem than would otherwise be the case, giving rise to phyllotactic patterns with larger numbers of parastichies. Of course, in lateral flowers with circular meristems, the basal petal primordia initiate all around the floral meristem very quickly once petal initiation begins, and the smaller size of the meristem relative to terminal flowers at the same stage of development would lead to phyllotactic patterns with fewer parastichies. Variation in Floral Organ Arrangement within Flowers Another component of variation in the arrangement of the floral organs is that of variation of organ position within the pattern shown by individual flowers. The mean divergence angle for a flower is always close to the theoretically correct angle for the particular pattern, but in most of the flowers examined, divergence angles varied periodically around the mean. This variation persisted even after the center of the meristem had been moved to its optimal position, indicating that it is a real phenomenon of the phyllotactic pattern of the flower rather than an artifact of the measuring process. There was a significant positive correlation between the aspect ratio of the floral meristem and the amount of variation in divergence angle, indicating that the periodic nature of the oscillations is a function of the elliptic shape of the meristem. Periodic oscillations also occurred in the values for plastochron ratio, reflecting oscillations in the distance to center of sequentially initiated primordia. Such alternations between longer and shorter distances to the center of the primordia can Table 8 Number of Significant Pairwise Comparisons (%) of Floral Organ Numbers Using the Scheffé Method Petal Stamen Carpel Trees Lateral flowers Terminal and individual lateral flowers Terminal and averaged lateral flowers 0 0 5 9 0 0 14 100 19 17 100 50 Note. Comparisons of petal, stamen, and carpel numbers were done within each uniflorescence class, and significant comparisons were totaled over all uniflorescence classes and given as a percentage of the total number of comparisons. DOUST—FLORAL VARIATION IN DRIMYS WINTERI Table 9 Mean Differences in Floral Organ Numbers between the Terminal and the Average of the Lateral Flowers for Each Uniflorescence Class for the Dependent Variables Petal, Stamen, and Carpel and Their Total for Each Flower Uniflorescence class 2 3 4 5 6 7 Overall mean difference % mean increase between terminal and lateral flowers Petal Stamen Carpel Total 1.06 0.46 0.23 0.61 0.41 0.79 0.59 6.21 6.1 5.77 6.1 6.86 6.18 6.20 0.74 0.44 !0.04 1.09 0.4 1.11 0.62 7.97 7.2 5.96 7.8 7.66 8.08 7.45 22.1a 9.23 5.8 The percentage mean increase in stamen number between terminal and lateral flowers is significantly greater than that for petal or carpel number. P ! 0.001. a be explained as the result of fitting primordia around an elliptically shaped floral meristem, with distances from the center to the primordia on the sides of the meristem being shorter than distances to the primordia on the poles of the meristem. However, no significant relationship was found between variation in plastochron ratio and variation in the elliptic shape of the meristem. This anomaly was explored by simulating the effect of two different divergence angles on the variation in plastochron ratio of primordia arranged around an elliptic floral meristem. In the simulation the plastochron ratio of the Lucas pattern (divergence angle p 99.5") varies more than that of the Fibonacci pattern (divergence angle p 137.5") because it is easier to obtain a short distance from the center to the primordium (at the sides of the meristem) followed by a long distance (at the poles of the meristem), and vice versa. The difference in distance to center between successive primordia for the Fibonacci pattern, and thus the variation in the plastochron ratio, is almost never as great as in the Lucas pattern. Therefore, patterns with differing divergence angles will produce differences in the amount of variation in plastochron ratio, even on flowers with similarly elliptic meristems. Such confounding variation makes it impossible to meaningfully Table 10 Comparison of Three Data Sets, Showing Differences in Petal, Stamen, and Carpel Numbers between Terminal and Averaged Lateral Flowers Variable MEL 95 difference VUW difference MEL 96 difference P values Petal Stamen Carpel 0.55 6.34 0.43 !0.9 5.56 1.05 0.25 6.54 0.18 ns ns ns Note. ns p not significant. P values measure significance of differences between terminal and averaged lateral flowers in petal, stamen, and carpel numbers. MEL 95, MEL 96 p collections at University of Melbourne in 1995 and 1996; VUW p collections from Victoria University of Wellington in 1996. 715 compare variation in plastochron ratio and shape of the flower over different phyllotactic patterns. A much larger data set is needed to test the relationship between variability in plastochron ratio and the shape of the meristem within each phyllotactic pattern. The mean plastochron ratio remained relatively constant throughout the development of all flowers (line of best fit in fig. 16B, 16D, 16F shows no significant relationship between plastochron ratio and primordium number at P ! 0.05 level). This indicates that primordia are produced at an even rate throughout their initiation and that the primordia are packed evenly and efficiently on the receptacle at initiation, presumably in order to maintain a minimum distance between themselves and other primordia. The observed variation in both divergence angle and plastochron ratio can be interpreted to be the result of the initiation of primordia on elliptic meristems. The pattern that will eventuate is specific for each bud and depends on fluctuations in the size and shape of the meristem. Previous research on floral morphology in D. winteri has described the arrangement of the floral organs as irregular (Hiepko 1965), “disturbed” (Erbar and Leins 1983), or more or less unordered (Endress 1986). Hiepko (1965) examined 12 flowers of D. winteri and interpreted the phyllotaxis as either tending toward divergence angles of 99.5" (typical of Lucas phyllotaxy) or of 137.5" (typical of Fibonacci phyllotaxy). However, this interpretation is probably insufficient, as the results of this study show that many phyllotactic patterns have divergence angles that are close to each other and to the values of Fibonacci and Lucas patterns (table 2). In a smallscale study, Erbar and Leins (1983) foreshadowed the importance of floral meristem shape on floral organ arrangement, although they focused on variation in organ position rather than recognizing the diverse phyllotactic patterns that can arise. They attributed variation in arrangement of floral organs to asymmetry in the floral meristem but did not observe the correlation between positional variation and meristem shape that has been demonstrated here. Endress (1986, 1987) recognized the importance of asymmetry in producing variation in position of floral organs and also considered that the unordered arrangement of the floral organs in D. winteri (and Winteraceae in general) was attributable to both the small size of the primordia relative to the large floral meristem and the short plastochron intervals. In general it has not been recognized that the presence of diverse phyllotactic patterns is able to explain a significant part of this variation. Another plant system with variation in floral phyllotaxis is the aroid spadix, and a study of 20 species by Davis and Bose (1971) showed that 29.5% of the patterns were whorled and 71.5% spiral. Of the spiral patterns, 63.9% were Fibonacci series, 1.3% were Lucas series, and 14.6% were of the accessory series (5,6), with 12 other accessory series making up the balance. A significant difference between these spadices and the flowers of D. winteri is that very few of the flowers of D. winteri show Fibonacci phyllotaxis. Differences in phyllotactic patterns have also been found in the heads of the sunflower Helianthus tuberosus (Needham et al. 1993). The heads terminating the main stems of the plants showed primarily Lucas phyllotaxy, whereas the heads terminating the lateral branches showed Fibonacci phyllotaxy. However, in D. winteri, differences in phyllotactic patterns were not explained by the dis- 716 INTERNATIONAL JOURNAL OF PLANT SCIENCES tinction between terminal and lateral flowers, as many patterns were found in both types of flower. In general, the range of phyllotactic patterns shown by flowers of D. winteri is much larger than that shown in other plant systems. Endress (1994) recognized that the phyllotaxis of male flowers of Ceratophyllum demersum (Ceratophyllaceae) can be whorled, irregular, or spiral, although only Fibonacci and Lucas spiral phyllotaxy were reported. It would be interesting to reexamine these flowers to see if some of the phyllotactic patterns reported as irregular might in fact resemble the m,m+1 patterns observed in Drimys. Oscillations in both divergence angle and plastochron ratio have not previously been reported in Winteraceae but have been described in a number of other studies. Battjes et al. (1993a, 1993b) and Battjes and Prusinkiewicz (1998) showed that outer floret primordia in Microseris pygmaea (Asteraceae) were initiated spirally but aligned in rings and that there were abrupt changes in divergence angle as the spiral of sequentially initiated primordia passed from one ring to the next. They also showed that there were periodic oscillations in both divergence angle and plastochron ratio (figs. 9, 15 in Battjes et al. 1993a). They suggested that variations in divergence angles and plastochron ratio were correlated, reflecting their dependence on the same geometrical packing rule. Ryan et al. (1991) found periodic oscillations in divergence angle in H. tuberosus (Asteraceae) that were not removed by adjusting the center of the meristem to minimize the variation in divergence angle. They interpreted the remaining variation to mean that the meristem is not patterned by a uniquely fixed center producing primordia sequentially at a fixed divergence angle but rather that primordia pack efficiently on the meristem to create a phyllotactic pattern and its associated divergence angle. Variation in floral morphology in D. winteri can be explained by variation in the size and shape of the meristem, the timing of initiation of primordia, and the effect of physical constraints on the development of pattern. The ability to explain the diversity of floral form in D. winteri by varying a small number of developmental parameters indicates that the similar wide diversity in floral form across the primitive an- giosperms may be explained by the same parameters and processes. If so, the differences between the constrained small flowers of the paleoherbs and the relatively unconstrained large flowers of the woody magnoliids may simply reflect the ease with which a large flower can change the relationship between meristem size and primordium size (e.g., if primordium sizes are equal, a 5% increase in size in a large meristem may be enough to allow an extra primordium to be initiated, whereas it may require a 50% increase in the size of a small meristem to create the space for an extra primordium to be initiated). This study indicates that variation in numbers and arrangement of floral organs is strongly affected by developmental constraints and that direct genetic control defines the boundaries of what is possible rather than strictly determining the actual number and arrangement of organs in individual flowers. This would have been difficult to demonstrate in highly constrained model plant systems in which variation is minimal, and it emphasizes the value of searching for processes controlling morphological variation in a variety of different plant systems. Acknowledgments I thank Andrew Drinnan for providing the opportunity, training, and equipment needed to accomplish this project. Discussions with Andrew Drinnan, Bruce Sampson, Wim Vink, Paul Green, Roger Meicenheimer, Jim Grimes, Pamela Diggle, and Vicki Mackenzie were instrumental in forming the views expressed above. I thank Andrew Drinnan, Elizabeth Kellogg, Peter Stevens, Judy Jernstedt, and the Kellogg lab discussion group for reading drafts of this article and greatly improving it. I thank Barbara Grimes and Ingrid Foster for German translation. Additional material of Drimys winteri was provided by the Department of Natural Resources, Victoria, Australia, and by Bruce Sampson. 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