J. Phycol. 36, 740–746 (2000) A MOLECULAR ANALYSIS OF THE EUGLENOPHYTES USING SSU RDNA 1 Eric W. Linton 2 Rutgers University, Department of Cell Biology and Neuroscience, Nelson Biological Laboratories, 604 Allison Road, Piscataway, New Jersey 08854-8082 Maria Alejandra Nudelman, Visitacion Conforti Facultad de Ciencias Exactas y Naturales, Departamento de Ciencias Biológicas, Ciudad Universitaria, 1428 Buenos Aires, Argentina and Richard E. Triemer Rutgers University, Department of Cell Biology and Neuroscience, Nelson Biological Laboratories, 604 Allison Road, Piscataway, New Jersey 08854-8082 (euglenoid movement), or rigid (extent variable). Three years after the formal diagnosis of Euglena, Dujardin (1841) erected the genus Phacus to contain those photosynthetic “Euglena species” that were both rigid and flattened. Unfortunately, the minimal extent of flattening was never defined; consequently, Phacus contains taxa that are slightly flattened to highly flattened, practically two-dimensional. Thus began the splitting of “Euglena species” based on observable morphological differences and their regrouping by similarity, e.g. flat or not flat. This continued with Perty (1849), who erected the genus Lepocinclis (rigid, not flattened, and lacking pyrenoids) followed by Pringsheim (1936) with the genus Astasia (osmotrophic, with and without a stigma) and Jahn and McKibben with the genus Khawkinea (osmotrophic, with a stigma) (Jahn and McKibben 1937, Jahn 1946), split from the genus Astasia. The splitting and reorganization of taxa based solely upon morphological similarity is no longer an acceptable method of phylogenetic reconstruction. Additionally, given the limited number of morphological characters in unicellular organisms (Triemer and Farmer 1991a,b), we have employed molecular sequence data, SSU rDNA, using parsimony, maximum likelihood, and distance in this analysis. Based on past molecular phylogenies of euglenoids (MontegutFelkner and Triemer 1997, Linton et al. 1999), it seemed likely that SSU rDNA data would be able to distinguish whether the genera Phacus, Lepocinclis, Astasia, and Khawkinea are valid or should be returned to the genus Euglena. This analysis uses the sequences from 20 euglenoid taxa, including five Phacus species, and two Lepocinclis species, in an effort to resolve this issue. Almost since the creation of the genus Euglena (Ehrenberg), the taxa assigned to it have been separated, split apart, and reorganized into new genera based on morphological relationships, resulting in the creation of the genera Phacus (Dujardin), Lepocinclis (Perty), Astasia (Pringsheim), and Khawkinea (Jahn and McKibben) based on intuitive methods. In an effort to assess the validity of these genera, we have used small subunit (SSU) rDNA data to generate a phylogenetic framework for these genera, with particular attention to the genus Euglena. Using the conserved sequence areas, we performed a phylogenetic analysis using parsimony, maximum likelihood, and distance methods. These different criteria have resulted in trees of the same topology. The euglenoid clade was composed of phagotrophic euglenoids at the base, which gave rise to phototrophs that in turn gave rise to osmotrophs. Among the photosynthetic taxa, the biflagellate form diverged prior to the uniflagellate form. Additionally, the need for a revision in the taxonomy of some of these genera was demonstrated. Currently, taxa from the photosynthetic genera Euglena, Phacus, and Lepocinclis do not form monophyletic clades, but are intermixed with each other as well as with the osmotrophic taxa, Astasia and Khawkinea. Key index words: Astasia; distance; euglenozoa; Khawkinea; Lepocinclis; maximum likelihood; parsimony; Phacus; phylogeny; taxonomy The genus Euglena was erected by Ehrenberg in 1830, but was not diagnosed by him until 1838, at which time it contained photosynthetic as well as colorless taxa. As new euglenoids were described, many were assigned to the genus Euglena, until it eventually contained a variety of taxonomic forms: photosynthetic, osmotrophic (with and without a stigma), fusiform, ovoid, flattened (extent variable), metabolic 1 2 materials and methods Culture conditions. Cultures were obtained from the Culture Collection of Algae at the University of Texas at Austin (UTEX) and grown in their respective media. For sources and descriptions of previously sequenced cultures, see Linton et al. (1999) and Montegut-Felkner and Triemer (1997). Euglena acus (UTEX 1316) and Euglena spirogyra (UTEX LB 1307) were grown in soilwater; Euglena anabaena (UTEX 373) was grown in Received 27 December 1999. Accepted 13 March 2000. Author for correspondence: email [email protected]. 740 SSU ANALYSIS OF THE EUGLENOPHYTES Bristol’s proteose peptone medium; Phacus pusillus (UTEX 1282) and Phacus megalopsis (UTEX 1284) were grown in soilwater (GR⫹), and Phacus caudata (UTEX 1285) was grown in soilwater (GR⫹/NH4). Based on light, TEM, and SEM studies by V. Conforti and M. A. Nudelman, neither P. megalopsis nor P. caudata conformed to the diagnosis for these species, but appeared to be Phacus splendens and Phacus oscillans, respectively. Therefore, they are referred to as P. splendens and P. oscillans in this manuscript. DNA isolation, amplification, and sequencing. Genomic DNA was isolated from cells as previously described (Linton et al. 1999), using either the Chelex procedure (Goff and Moon 1993) with Chelex 100 resin (Bio Rad, 143-2832, Hercules, CA), or the Puregene DNA Isolation Kit (Gentra Systems, Inc., D-5500A, Minneapolis, MN) following the plant tissue protocol, or the Dynabead DNA Direct System I (Dynal, 630.02, Oslo, Norway) following the general DNA isolation protocol. The SSU rDNA sequences were amplified using PCR (Montegut-Felkner and Triemer 1997), with universally conserved primers, 5⬘ coding and 3⬘ noncoding (Medlin et al. 1988). The amplified products were purified and sized on agarose gels then extracted using the QIAEX II DNA Gel Extraction Kit (Qiagen, 20021, Santa Clarita, CA) according to manufacturer’s instructions. The purified template was then sequenced with internal primers for conserved regions (Elwood et al. 1985, Montegut-Felkner and Triemer 1997) using an ABI 377 dye-terminator cycle sequencer (Perkin-Elmer Applied Biosystems, Foster City, CA). All sequences were generated using both forward and reverse strands of the SSU rDNA. Any discrepancies among sequences from different primers were resolved by reading the ABI chromatogram for each primer. Sequence alignment. The Genetic Data Environment (GDE 2.2) program (Smith et al. 1994) was used on a Sparc2 workstation to enter and align sequences from all taxa. Sequences of Euglena stellata (GenBank accession AF150936), E. acus (AF152104), E. spirogyra (AF150935), E. anabaena (AF242548), Phacus oscillans (AF181968), P. pusillus (AF190815), and P. splendens (AF190814) were added to previously published sequences: Petalomonas cantuscygni (U84731), Peranema trichophorum (U84733, U84734), Khawkinea quartana (U84732), Eutreptiella sp. (AF112875), Phacus pyrum (AF112874), Euglena viridis (AF112872), Euglena gracilis (M12677), Euglena agilis (AF115279), Euglena sp. (AF112873), Lepocinclis ovum (AF110419), Lepocinclis ovata (AF061338), and Astasia longa (AF112871). The SSU rDNA sequence of Phacus similis (SAG 58.81) from the Culture Collection of Algae at the University of Göttingen (Sammlung von Algenkulturen Göttingen) was provided by Dr. A. Preisfeld (University of Bielefeld, Bielefeld, Germany). Sequences were manually aligned, as suggested by Sogin and Gunderson (1987), with the published E. gracilis sequence obtained from the database at the University of Antwerp (http:// rrna-www.uia.ac.be). The alignment was improved using the published secondary structure of E. gracilis, K. quartana, P. trichophorum, and P. cantuscygni SSU rRNA (Van de Peer et al. 1999), as suggested by Kjer (1995). This method was especially useful in conserved to modestly variable regions. Highly variable regions, helices E 8_1, 10, 11, E 23_1, E 23_5, and E 23_10 could not be unambiguously aligned, and were not used in the analyses due to the inability to assess homology. A total of 1673 nucleotides were included in the phylogenetic analyses under parsimony, distance, and maximum likelihood criteria. Phylogenetic analysis. Parsimony, maximum likelihood, and distance analyses were performed on the aligned data using PAUP*4.0d65 (Swofford 1999). Each included nucleotide position was treated as an independent, unordered, multistate character of equal weight, and alignment gaps were treated as a fifth base. A parsimony (heuristic search with random stepwise addition and 2000 repetitions) search to find a minimum-length tree(s) was performed using addition sequence set at furthest, ACCTRAN character state optimization, tree bisection-reconnection (TBR) branch swapping, and MULTREES on. The maximum likelihood analyses (heuristic search with random stepwise addition and 100 repetitions, TBR branch swapping, starting branch length using Rogers-Swofford approximation method, and MULTREES on) were run using the Kimura two- 741 parameter (K2P) model (Kimura 1980). Distance trees were generated (heuristic search with random stepwise addition and 2000 repetitions) using the Kimura two-parameter model. Evolutionary distances were also computed in TreeCon Windows version 1.3b (Van de Peer and De Wachter 1994) using the substitution rate calibration algorithm of Van de Peer (Van de Peer et al. 1996). P-values (similar to the gamma distance computation of Jin and Nei 1990) from 0.3 to 0.6 were tested. The left-skewness (g1) test was performed using 10,000 randomly generated trees under the parsimony criterion (as stated above) to determine if the data set contained a phylogenetic signal (Hillis and Huelsenbeck 1992). The robustness and stability of parsimony and distance trees were estimated using nonparametric bootstrapping (Felsenstein 1985) with 2000 replicates. Maximum likelihood nonparametric bootstrapping was performed with 100 replicates. The stability of the most parsimonious tree was also measured in PAUP* using the decay index (Bremer 1994, Donoghue et al. 1992) with constraint trees generated by the program AutoDecay 2.9.6 (Eriksson 1997). For all parsimony analyses, consistency and retention indices were based only on informative positions. Outgroup selection. The euglenoids P. trichophorum and P. cantuscygni were chosen as outgroups in this study, based on previous work that clearly demonstrated that they were not members of the genera Euglena or Eutreptiella (Linton et al. 1999). Also, their divergence of 26% to 33% from the other taxa in this study placed them closer to, without being part of, the ingroup than taxa previously used as outgroups (Montegut-Felkner and Triemer 1997, Linton et al. 1999). results The base composition of the data set was balanced with a mean GC ratio of 55%; thus, the nucleotide ratios among the taxa were not skewed. The left-skewness test with 10,000 randomly generated trees resulted in a g1 equal to ⫺0.79, which indicated that the data matrix contained a phylogenetic signal, P ⬎ 0.01 (Hillis and Huelsenbeck 1992). The shortest randomly generated parsimony trees were at least 532 additional steps in length. Parsimony analysis of the complete data set yielded two most parsimonious trees, strict consensus shown (Fig. 1) with a length of 2722 steps based on 627 parsimony informative characters. The two trees varied only in the branching order of E. acus, E. spirogyra, and L. ovum. Although the node containing these three taxa was strongly supported (bootstrap 90% and decay d7) the relationship among these taxa could not be resolved and was best represented as a trichotomy (Fig. 1). Most of the remaining nodes of the tree showed high bootstrap and decay values, especially at its base. The separate divergences of Eutreptiella sp. followed by E. anabaena were both strongly supported by 100% bootstrap values and decay indices of d45 and d44, respectively. The topology of the parsimony tree has members of the photosynthetic genera (Phacus, Lepocinclis), and osmotrophic genera (Khawkinea, Astasia) intermixed among members of the photosynthetic genus Euglena. The osmotrophs, K. quartana and A. longa, did not form a distinct clade, but were positioned separately within a well-supported (bootstrap 86% and decay d6) monophyletic clade containing taxa from the photosynthetic genus Euglena. Within this clade, the grouping of E. stellata and E. viridis as sister taxa was 742 ERIC W. LINTON ET AL. well supported, while the divergence of K. quartana had low support (bootstrap 55% and decay index d1). The separate divergences of the other members of the Euglena-Khawkinea-Astasia clade were well supported by both bootstrap and decay indices. The remaining taxa formed a well-supported monophyletic sister clade (bootstrap 84% and decay d11) to the Euglena-Khawkinea-Astasia clade. This clade contained three genera: Euglena, Phacus, and Lepocinclis, distributed among three clades, only one of which was mono-generic. A high bootstrap of 85% and a decay of d6 supported the Phacus-specific clade, with P. pusillus diverging first, followed by P. oscillans and P. similis. The sister clade to the Phacus-specific clade did not contain any of the remaining members of the genus Phacus, but was composed of E. acus, E. spirogyra, and L. ovum. Although the support for grouping these three taxa was strong, parsimony analysis was unable to resolve their branching order, resulting in a trichotomy. The remaining clade composed of P. pyrum, P. splendens, and L. ovata was sister to the Phacus-specific and EuglenaLepocinclis clades. This clade was well resolved and strongly supported (bootstrap 84% and decay d11) with P. splendens diverging prior to the L. ovata and P. pyrum group. Maximum likelihood analysis yielded a single tree with a topology identical to that found using parsimony. This tree included the unresolved trichotomy, but had weaker bootstrap support (69%) for the split between the Euglena-Khawkinea-Astasia clade and the Phacus-Euglena-Lepocinclis clade (Fig. 2). Distance analysis using the K2P (Fig. 3) or substitution rate calibration algorithm (P equal to 0.3 or 0.6, not shown) resulted in trees of identical topologies, which differed only slightly in branch lengths and bootstrap support. The topology of the distance trees was identical to that seen in the parsimony and maximum likelihood trees except that the split between the Euglena-Khawkinea-Astasia, and Phacus-Euglena-Lepocinclis clades was strongly supported (bootstrap 88%) as in the parsimony analysis (84%). Additionally, the trichotomy among E. acus, E. spirogyra, and L. ovum remained unresolved, but the clade had a high bootstrap support of 99%. discussion At the present time, there is no single ideal method available to assess phylogeny, especially for organisms believed to have a long evolutionary history, such as the euglenoids. Therefore, parsimony, distance, and maximum likelihood methods were used to analyze all sequence data, keeping in mind each method’s advantages and limitations. Additionally, distance analysis using the substitution rate calibration algorithm, as implemented in TreeCon for Windows (Van de Peer and De Wachter 1994), estimates large evolutionary distances more accurately by calculating substitution rates of individual nucleotides (Van de Peer et al. 1996). However, this method requires at least 30 or more aligned sequences to estimate a P-value, and sufficient data is not available for the euglenoids at this time. As an alternative, we used a range of predefined values to test the effects of different substitution rates on tree topology. Low P-values indicate a greater spread in substitution rates (P ⫽ 0.3), while higher values indicate a similar substitution rate (P ⫽ 0.6) among the individual nucleotides. Fig. 1. Strict consensus tree of two most parsimonious trees for euglenoid species generated with PAUP*. Numbers above the branches represent the percentage of 2000 bootstrap replications in which the node was found, and numbers at the nodes (d) indicate decay indices. SSU ANALYSIS OF THE EUGLENOPHYTES The phylogeny presented here is in agreement with the previous molecular phylogenies of MontegutFelkner and Triemer (1997) and Linton et al. (1999), which suggest that phagotrophic euglenoids gave rise to the phototrophs, which in turn, gave rise to the osmotrophs, while phototrophs with two emergent flagella (Eutreptiella sp.) preceded those with one emergent flagellum. Moreover, the current analysis also demonstrates the need for a revision in the taxonomy of euglenoids. Within the crown clade, A. longa remains the sister taxon to E. gracilis and Euglena sp., while K. quartana is still the sister taxon to E. agilis, A. longa, E. gracilis, and Euglena sp., indicating a closely shared evolutionary history among these genera. As discussed previously (Linton et al. 1999), this close relationship has been evident since the establishment of the genus Astasia (Pringsheim 1936) and the genus Khawkinea (Jahn and McKibben 1937, Jahn 1946). The separation of Astasia from Euglena, and later the separation of Khawkinea from Astasia, was first recognized as being unnatural by Pringsheim and Hovasse (1950). Pringsheim (1956) later recognized that the loss of photosynthesis had occurred multiple times in various photosynthetic euglenoid groups, and the validity of separating the colorless forms with a stigma into a separate genus was doubtful. Although only two osmotrophic euglenoids were included in our analyses, support for the multiple origins of osmotrophic euglenoids was shown: A. longa and K. quartana had separate divergences. This appears to support Pringsheim’s (1956) view that the various Astasia and Khawkinea species are more closely related to members of the photosynthetic genus Euglena than to members of their own genera. The weak support in 743 the parsimony and maximum likelihood analyses for the positioning of K. quartana may indicate that its photosynthetic ancestor has not yet been identified. Future investigation should include the addition of more phototrophic and osmotrophic euglenoids to the data set, especially additional Khawkinea and Astasia species, to examine this hypothesis more fully. Euglena stellata and E. viridis are members of the grouping Radiatae (Pringsheim 1956), and the subgenus Euglena (Zakryś and Walne 1994). Members are characterized by ribbon-shaped chloroplasts radiating from a paramylon center in a star-like pattern. These two taxa are very similar in appearance, but can be differentiated by the shape of the mucus bodies, made visible after staining with neutral red, between the pellicle strips. In E. stellata, the mucus bodies are fusiform, whereas in E. viridis they are spherical. Although these taxa are nearly indistinguishable, their SSU rDNA sequences are distinct, having diverged by 13% from each other, 3% and 10% more than A. longa and K. quartana have diverged from E. gracilis, respectively (data not shown). Thus, E. stellata and E. viridis appear to be distinct species, while the subgenus Euglena and the group Radiatae seem to be phylogenetically valid, i.e. monophyletic as defined. The group Catilliferae (Pringsheim 1956), subgenus Calliglena (Zakryś and Walne 1994) are represented by E. gracilis, Euglena sp., and E. agilis at the crown of the tree and E. anabaena near the base of the tree. These taxa are grouped by their possession of shield-shaped chloroplasts with double pyrenoids covered with a lens-shaped cap of paramylon. The large separation of E. anabaena from the other morphologically similar members of the genus Euglena indicates Fig. 2. Maximum likelihood tree generated for euglenoid species using the Kimura two-parameter model with PAUP*. Numbers above the branches represent the percentage of 100 bootstrap replications in which the node was found. Scale bar ⫽ 10% divergence. 744 ERIC W. LINTON ET AL. Fig. 3. Distance tree generated for euglenoid species using the Kimura two-parameter model with PAUP*. Numbers above the branches represent the percentage of 2000 bootstrap replications in which the node was found. Scale bar ⫽ 10% divergence. three possibilities. First, a shield-shaped chloroplast containing a double pyrenoid and lens-shaped paramylon caps has arisen more than once, thereby making this character homoplastic. Second, it may have been modified in some of the descendants of the last common ancestor, thereby making this character plesiomorphic. Third, even though the position of E. anabaena is well supported, our analyses are based on a single gene (SSU rDNA), and therefore, could be misleading. This issue may be resolved by the sequencing of more genes, e.g. LSU rDNA, actin, tubulin, or of SSU rDNA genes from additional Euglena species, particularly those that belong to the group Catilliferae and the subgenus Calliglena. Additionally, these sequences will be necessary to assess the validity of the group Catilliferae and the subgenus Calliglena. At present, SSU rDNA trees suggest that neither is monophyletic, and therefore not a valid phylogenetic group. The remaining clades in this analysis are composed of a combination of Euglena, Lepocinclis, and Phacus species located within the larger Euglena clade. Initially, these taxa may appear to have little in common, but they do have similar morphological traits: all are nearly rigid with disc- or lens-shaped chloroplasts, lack pyrenoids, and are usually associated with two large paramylon grains. Additionally, these genera have a related taxonomic history with Phacus and Lepocinclis being separated from the genus Euglena. The genus Euglena was erected by Ehrenberg (1830, formally in 1838), but by 1841, the number of Euglena species was becoming quite large, so Dujardin erected the genus Phacus to contain those members that were rigid, flattened (amount of flattening varies), and without pyrenoids in “most” species. Later, Perty (1849) erected the genus Lepocinclis to contain those members of the genus Euglena that were rigid, not flattened, and without pyrenoids in all species. With the similarity in morphology and the nature of their taxonomic history, it is not unreasonable to find these taxa intermixed. The genus Phacus forms two separate nonsister clades in the middle of the tree; whereas one clade is composed of Phacus species only, the other clade is a mixture of Phacus and Lepocinclis species. Phacus similis, P. oscillans, and P. pusillus form the monophyletic clade and differ from the other two Phacus species in that they have a much flatter body with a “fold.” Phacur pusillus has a wide oblique furrow in the anterior one-third to one-half of its body; the sides of P. oscillans are often rolled up forming a central groove, whereas P. similis has one complete twist (Pockman 1942, Huber-Pestalozzi 1955, Tell and Conforti 1986). Whether these features prove to be diagnostic will require the analysis of additional flat and/or “folded” Phacus species. The second Phacus clade contains P. pyrum, L. ovata, and P. splendens, all of which are ovoid or elliptical in shape, with thick pellicle strips and a pointed tail (Pockman 1942, Huber-Pestalozzi 1955, Tell and Conforti 1986). Phacus splendens was originally described as Phacus species cf. pyrum ([Ehrenberg] Stein, by Chaudefaud 1937) and is very similar in appearance to P. pyrum but has the distinguishing feature of chloroplast with pyrenoids, while pyrenoids are lacking in all other Phacus species in this analysis. Lepocinclis ovata is also similar in appearance to P. pyrum, and was originally described as P. pyrum var. ovata (Playfair 1921) until Conrad (1934) moved it to the genus Lepocinclis. Finally, P. pyrum has been moved twice; it was originally described as Euglena pyrum (Ehrenberg SSU ANALYSIS OF THE EUGLENOPHYTES 1831) and was later moved to the genus Lepocinclis by Perty (1849) before finally being placed in the genus Phacus by Stein (1878). Pringsheim (1956) and others have criticized the change of E. pyrum to P. pyrum; based on the evidence presented here, their assessment appears to be valid not only for P. pyrum but possibly for other Phacus species as well. The remaining clade on this tree is sister to the two Phacus clades, and contains E. spirogyra, E. acus, and L. ovum, which form a trichotomy. This indicates that there is insufficient phylogenetic signal among these taxa to definitively resolve their branching order. The inclusion of additional taxa may resolve this node. Euglena spirogyra and E. acus represent the group Rigidae (Pringsheim 1956) and the subgenus Discoglena (Zakryś and Walne 1994). Although all members of the Rigidae are contained within the subgenus Discoglena, the Rigidae are limited to nearly rigid, elongated cells with a posterior spine, whereas Discoglena is more broadly defined, and contains members that can be either highly metabolic, shorter, or lacking a spine. Their unifying morphological feature is the chloroplast, characterized as being numerous, small lens- or discshaped, and lacking pyrenoids. The chloroplasts of L. ovum also fit this characterization, as well as being nearly rigid. The taxonomic history of L. ovum has been one of reinterpretation; it was originally classified as Euglena ovum by Ehrenberg (1838), then moved to the genus Phacus by Klebs (1883), before finally being placed into the genus Lepocinclis by Lemmermann (1910). This close association of L. ovum with E. spirogyra and E. acus, suggested by molecular data and chloroplast structure, indicates that the original Ehrenberg classification may have been correct. The use of molecular SSU rDNA sequence data has led to phylogenetic trees that are well resolved and stable, with high bootstrap support at most nodes. Trees generated using parsimony, distance, and maximum likelihood agree on a single topology indicating a robust phylogeny. This tree places osmotrophs Astasia and Khawkinea among the phototrophic genus Euglena, making Euglena paraphyletic. Also, taxa from the three phototrophic genera, Phacus, Lepocinclis, and Euglena, are intermixed on this tree, making all three genera paraphyletic. The topology of this tree implies that Phacus and Lepocinclis do not represent monophyletic lineages, and given their taxonomic histories, it is likely that both genera are artificial groupings based on similarity. Moreover, if these genera are not natural (“natural” meaning monophyletic in the cladistic sense) but are, in fact, merely phenotypic variations, a more phylogenetically accurate scheme would move these genera back into the genus Euglena, making Euglena monophyletic. This move into the genus Euglena would appear to be valid also for A. longa and K. quartana, although whether valid for both genera in toto, will require additional sequence data. The authors wish to acknowledge financial support provided by the National Science Foundation PEET (Partnership for En- 745 hanced Expertise in Taxonomy) Grant No. DEB 4-21348. The authors wish to thank Carole L. 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