Journal of General Microbiology (1989), 135, 2967-2978. Printed in Great Britain 2967 A Reappraisal of the Terverticillate Penicillia Using Biochemical, Physiological and Morphological Features 11. Identification By P. D. B R I D G E , ' D . L. H A W K S W O R T H , l * Z . K O Z A K I E W I C Z , ' A. H . S . O N I O N S , ' R . R. M . P A T E R S O N ' A N D M . J . S A C K I N 2 ' CAB International Mycological Institute, Ferry Lane, Kew, Surrey TW9 3AF, UK Department of Microbiology, University of Leicester, PO Box 138, Medical Sciences Building, University Road, Leicester LEI 9HN, UK (Received 20 January I989 :revised 6 June I989 ;accepted I7 July 1989) The data from an integrated numerical classification was used to construct identification schemes for some fasciculate penicillia. The identification schemes were presented as a synoptic key and a frequency matrix for computer-assisted identification. Statistical testing of the frequency matrix showed that although character separation values were generally low, only four pairs of taxa showed overlap greater than that expected for a rectangular distribution. The identification schemes were tested practically with 52 previously studied strains and 51 further cultures. A synoptic key based on 10 and 90% cutoff limits was used to correctly identify 44 of the 51 additional strains, although this proved very sensitive to single test discrepancies. The frequency matrix was used to correctly identify 45 of the additional strains with a Willcox probability score and this was compared to identifications based on the modal likelihood fraction. INTRODUCTION Schemes for the identification of filamentous microfungi almost exclusively involve dichotomous keys derived from morphological features, although some physiological features such as growth temperatures and growth rate may be included. Such keys are available for the identification of terverticillate penicillia (e.g. Pitt, 1986),although little has been published as to the reliability of the diagnostic characters. Similarly, there is no information available concerning the performance of the different identification schemes. Pitt (1986) suggested that 70-80% of strains from commonly encountered sources could be readily identified, and that identification of the remainder 'must increasingly rely on the skill and experience of the taxonomist' (Pitt, 1986). In our opinion inability to identify two to three of every ten isolates is an unacceptable level of uncertainty in a group of major applied importance, especially as specialists often differ in subjective assessments. With improved species concepts based on larger data sets, opportunities for improved levels of identification in the genus emerge. The critical assessment of the performance of identification schemes is now a routine procedure in bacteriology, where identification matrices are tested both statistically and practically (e.g. Willcox et al., 1980; Feltham & Sneath, 1982; Williams et al., 1983). Numerical taxonomy can often produce data suitable for constructing keys and identification matrices, and the associated information on strain and test reproducibility can therefore be included. This paper uses the results of the numerical classification of Bridge et al. (1989) (preceding paper) to produce a synoptic key and a frequency matrix suitable for computer-assisted identification. Abbreviations: HMO, hypothetical median organism; MLF, modal likelihood fraction. 0001-5360 0 1989 SGM Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 2968 P . D . BRIDGE A N D OTHERS METHODS Strains. The 348 strains detailed in Bridge et al. (1989) were used. An additional 51 strains comprising fresh isolates, further culture collection strains and further lines of the ex-type cultures of P . atramentosum, P . commune, P . expansum, P . griseofulvum, P . psittacinum, P . uerrucosum and P.caseicola which, for various reasons had been omitted from the previous numerical taxonomy were used. Constructionof the identificationmatrix. The data set given for some fasciculate penicillia and a few other species in Bridge et al. (1989) was used to produce an identification matrix. A full list of species names, verified synonyms and details of unnamed clusters is given in Table 1;only names for which ex-type isolates have been studied are included. All tests that could be considered diagnostic, i.e. that gave both clear positive and negative results for clusters, were used to produce an initial frequency matrix. Characters that had consisted of quantitative measurements in the numerical classification were plotted as frequency distributions for the clusters. Class intervals were chosen, and each quantitative character was converted into several binary characters based on these limits. For example, the character colony diameter was included in the matrix as two characters, colony diameter I 2 0 mm and colony diameter > 30 mm. The computer programs CHARSEP and DIACHAR (Sneath, 19796, 1980a) were then used to select the most discriminatory characters from this matrix. The practicality of all characters was also considered ; for example, although cellulose hydrolysis appeared a useful character, this test involved a 3 week incubation period and so was not used in the final matrix. Characters concerning conidial size, shape and ornamentation were originally derived from scanning electron microscopy (SEM). As a result, in order to use all tests in the matrix to full advantage this equipment would be necessary, although conidial shape and size can be determined by light microscopy; the effect of different techniques on such measurements has been discussed separately (Oliver et al., 1987). These characters were retained in the matrix as although their use may not be entirely practical, they were considered appropriate for a general reference identification scheme. The characters in the identification matrix were ‘anticlustered’ in an attempt to identify complementary tests (P. H. A. Sneath, unpublished). This procedure groups together the least similar tests into clusters (instead of the more usual grouping of the most similar), and complementary tests such as those that were ‘mirror images’ were identified and omitted. Statistical evaluation of the matrix. The identification score attainable by the hypothetical median organism (HMO) for each taxon was determined by the program MOSTTYP (Sneath, 1980b). Overlap between taxa in the matrix was tested with the program OVERMAT, the cutoff selected being that expected for a rectangular distribution (Sneath, 1980~). Practical evaluation of the matrix. The identification matrix was used with a BASICidentification program (P. D. Bridge, unpublished) similar to MATIDEN (Sneath, 1979a), which used the Willcox probability score (Willcox et al., 1973) as the identification criterion, and also gave a value for the modal likelihood fraction (MLF; Dybowski & Franklin, 1968), calculated as the highest absolute probability obtained over the highest absolute probability possible for that group with the tests used. The identification matrix was tested in two ways. First, test results for 52 strains studied in the original numerical classification (Bridge et al., 1989) were used to ensure that the matrix could correctly identify strains that had been used to construct the clusters. Secondly, the 51 additional fasciculate strains were tested. Keys. Synoptic keys were constructed from the data represented in the identification matrix. Percent positive values were converted to three plus/minus tables based on cutoffs of 1 and 99%, 10 and 90% and 20 and 80% respectively. Synoptic keys were constructed by considering each character independently. For each character, taxa that were above the positive cutoff were scored as positive, and taxa that were below the negative cutoff were scored as negative. Taxa that were between the cutoff values were scored as both positive and negative. The keys were tested with the 103 strains used for testing the identification matrix. RESULTS A N D DISCUSSION The final identification matrix comprised 57 characters and 37 species or species-complex groups (Table 2). Part species groups such as P . granulatum var. globosum and coremial strains recovered as single clusters were kept separate as in the numerical taxonomy (Bridge et al., 1989). Four pairs of taxa showed overlap greater than that expected for a rectangular distribution. However, these instances all involved comparisons between very large groups and very small groups and so the significance of the apparent overlap could not be tested. The pairs involved were P . viridicatum (cluster 28, two strains) and P . solitum var. solitum (45 strains), P. viridicatum (cluster 28) and P . aurantiogriseum(44strains), P . aurantiogriseum and cluster 3 1 and P . olivinoviride (two strains) and P . soliturn var. solitum. Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 Penicillium identijcation 2969 Table 1. Species names and synonyms for taxa where ex-type cultures were studied that are included in the identijcation matrix* P . atramentosum Thom 1910 P . aurantiogriseum Dierckx 1901 = P . aurantiocandidum Dierckx 1901 = P . puberulum Bainier 1907 = P . cyclopium Westling 1911 = P . brunneoviolaceum Biourge 1923 = P . aurantiogriseum var. poznaniensis Zaleski 1927 = P . polonicum Zaleski 1927 = P . johannioli Zaleski 1927 = P . verrucosum var. cyclopiurn (Westling) Samson, Stolk and Hadlok 1976 = P . cyclopium var. aurantiovirens (Biourge) Fassatiova 1977 P . aurantiogriseum var. melanoconidium Frisvad ined.0 P . aurantiogriseum var. neoechinulatum Frisvad, Filtenborg and Wicklow 1987 P . brevicompactum Dierckx 1901 = P . stolonferum Thom 1910 = P . olsonii Bainier and Sartory 1912 P . camembertii Thorn 1906 = P . caseicola Bainier 1907 P . chrysogenurn Thorn 1910 = ?P.griseoroseum Dierckx 1901 P . citrinum Thom 1901t P . clavforme Bainier 1905t = ?P.vulpinum (Cooke and Massee) Seifert and Samson 1986$ P . clavigerum Demelius 19237 P . corylophilum Dierckx 1901t P . echinulatum Fassatiova 1977 = P . cyclopium var. echinulatum Raper and Thom 1949 = P . palitans var. echinoconidium Abe 1956 nom. inval. P . expansum Link 1809 P . glandicola var. mononematosa Frisvad, Filtenborg and Wicklow 1987 P . granulatum Bainier 1905 = ?P. glandicola (Cooke and Massee) Seifert and Samson 1986$ P . granulatum var. globosum Bridge and others 1989 P . griseofulvum Dierckx 1901 = P . patulum Bainier 1906 = P . urticae Bainier 1907 = P . jexuosurn Dale in Biourge 1923 P . hirsutum Dierckx 1901 = P . corymbiferum Westling 1911 = P . verrucosurn var. corymbiferum (Westling) Samson, Stolk and Hadlok 1976 P . hirsutum var. albocoremium Frisvad ined.0 P . hirsutum var. allii Frisvad ined.5 P . hordei Stolk 1969 P . olivinoviride Biourge 1923 P . raistrickii G. Smith 19337 P . roquefortii Thom 1906 = P . roquefortii var. viride Dattilo-Rubbo 1938 P . solitum Westling 1911 = P . palitans Westling 1911 = P . schneggii Boas 1914 = P . javoglaucum Biourge 1923 = P . gladioli McCulloch and Thom 1928 = P . lanosogriseum Thom 1930 = P . ochraceum Bainier apud Thom 1930 = P . carneolutescens G . Smith 1939 = P . roquefortii var. punctatum Abe 1956 nom. inval. = P . casei var. compactum Abe 1956 nom. inval. = P . pseudocasei G . Smith 1963 = P . mali Novobranova 1974 = P . conservandii Novobranova 1972 = P . verrucosum var. melanochlorum Samson, Stolk and Hadlok 1976 P . solitum var. crustosurn Bridge and others 1989 = P . crustosurn Thom 1930 P . verrucosum Dierckx 1901 P . viridicatum Westling 1911 * Unnamed taxa included in matrix. Cluster 17. This cluster consisted of only two strains, received as the ex-type cultures of P . camembertii and P . caseicola. The cluster, however, differed from other isolates of P . camembertii in production of citrinin, a reduced level of physiological activity and in having a generally deteriorated morphology, one strain showing mainly onelevel branched penicilli. Cluster 22. This cluster consisted of four strains received as two new varieties of P . glandicola, a possible synonym of P . granulatum. These strains all produced the secondary metabolite 2-carboxy-3,5-dihydroxyphenylacetyl carbinol, a relatively uncommon metabolite in this matrix. The taxonomic position of these strains is at present unclear. t These species do not have terverticillate branches but were included in the study as ‘marker’ species. $ Earlier species epithets from the genus Coremium have been suggested for P . claviforme (P.vulpinum) and P . granulatum (P.glandicola) by Seifert & Samson (1986). 5 These varietal names have yet to be published. DIACHAR gave similar sums of scores for each group (16.1-24.7), the lower totals being found for the large variable groups P . aurantiogriseum and P . solitum varieties. CHARSEP gave a wide range of separation values for the characters (CSP indices from 0.174.76) although anticlustering showed few tests to be linked. Only one character in the final matrix (production of penitrem A) did not appear in the lists of the five most useful tests for each taxon. Characters Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 2970 P. D . B R I D G E AND O T H E R S Table 2. Percent positive frequency matrix for 37 Penicillium taxa Taxon 1. P . expansum (cluster 1) 2. P . expansum (cluster 2) 3. P. expansum (cluster 3) 4. P. aurantwgriseum (cluster 4) 5 . P. aurantwgriseum (cluster 6) 6. P. chrysogenum (cluster 7) 7. P. echinulatum 8. P. granulatum var. globosum 9. P . granulatum var. granulatum 10. P . hirsutum (cluster 12) 1 1. P . hordei (cluster 13) 12. P . chrysogenum (cluster 14) 13. P. glandicola var. mononematosa 14. P. camembertii (cluster 16) 15. Penicillium sp. (cluster 17) 16. P . verrucosum 17. P. atramentosum (cluster 19) 18. P. atramentosum (cluster 20) 19. P. atramentosum (cluster 21) 20. Penicillium sp. (cluster 22) 21. P. citrinum 22. P. brevicompactum 23. P. raistrickii 24. P . aurantwgriseum var. neoechinulatum 25. P. viridicatum (cluster 27) 26. P. viridicatum (cluster 28) 27. P. griseofulvum 28. P . hirsutum var. allii 29. P. aurantiogriseum var. melanoconidium 30. P. clavigerum 31. P . roquefortii 32. P. corylophilum 33. P. claviforme 34. P. solitum var. crustosum 35. P. olivinoviride 36. Coremial isolates 37. P. solitum var. solitum 1 1 9 9 16799 189 1638999 1 1 1 1 1 1 6 7 9 9 99 1 9 9 1 6 7 9 9 1 9 9 1 9 9 9 9 9 9 1 1 1 1 1 1 1 9 9 1 1 99 99 99 99 1 99 1 99 99 99 1 50 1 1 1 1 1 99 1 1 80 96 89 99 1 99 2 25 82 99 1 2 1 1 2 1 80 82 1 1 99 80 99 99 1 99 40 80 99 99 1 1 60 1 20 1 20 99 33 1 99 99 99 99 1 67 99 50 33 99 1 1 99 1 1 1 67 33 1 1 83 99 1 99 1 99 33 99 99 99 1 1 1 1 1 1 33 67 1 1 9 9 6 7 199 1996799999933 1 1 1 1 19999 33 1 99 33 1 99 1 99 67 1 99 99 33 1 1 67 1 1 67 99 1 199999999 199 1 19999 1 150 1 1 1 1 1 1 199999999 164 1 9 6 4 9 9 9 1 9 9 1 118 16418 50 1 63 13 63 99 13 99 25 1 88 99 1 1 63 1 1 1 88 1 99 1 99 60 99 99 1 99 80 1 99 99 1 1 20 1 1 1 80 99 1 1809950996099 1999999 1 1 1 1 199 1 1 1 1 1 1 1999999 1999999 1 1 1 1 199 1 1 8 1 17 67 1 99 99 92 92 1 99 92 1 1 1 1 8 1 33 33 1 1 1 57 14 99 99 99 99 29 29 99 1 1 57 1 1 1 43 99 1 1 1 88 13 99 99 99 99 38 88 99 1 1 63 1 1 1 63 88 1 1 1 1 199999999 1 1 1 1 150 1 1 150 1 25 1 50 50 1 99 99 99 25 75 99 99 1 1 1 1 1 1 1 99 99 1 99 1 33 99 99 1 67 1 99 99 1 1 99 1 1 1 33 99 8 1 99 1 85 99 99 23 39 1 99 92 1 1 99 1 1 1 8 92 1 150 15099 1 1 1 15099 1 199 1 1 15099 50 1 50 99 75 99 1 25 1 1 25 99 75 50 25 1 1 1 99 75 11 1 9 9 7 8 8 9 9 9 1 7 8 1 1 1 1 9 9 8 9 1 1 1 9 9 1 1 1 1 1 9 9 9 9 9 9 9 9 199 1 1 5 0 9 9 9 9 1 1 150 1 1 1 20 1 2 0 9 9 4 0 9 9 4 0 1 3 0 1 8 0 9 9 1 1 1 1 1 1 1 9 9 1 150 1 1 1 1 1 1 15099 199 1 150 15050 50 1 9 9 9 9 5 0 5 0 1 9 9 1 1 9 9 9 9 1 1 1 1 5 0 1 1 1 1 1 1 1 1 1 1 2 199 1 99 86 43 1 99 33 1 1 1 1 99 99 1 199 1 40 20 1 76 92 19999 1 1 15050 29 99 99 99 99 14 43 14 99 99 99 1 99 1 33 1 1 33 50 99 99 33 67 99 99 99 1 99 7 99 89 99 199 19999995099 1 99 40 20 1 20 40 99 76 99 4 98 34 68 72 99 1 1 1 1 1 1 1 1 1 1 1 1 1 1 80 1 199 99 1 99 1 1 99 4 1 1 1 1 40 1 1 1 14 1 1 1 1 1 6 1 1 1 1 4 1 1 1 199 43 43 67 99 83 67 26 82 199 80 80 68 82 which were either positive or negative in only a few taxa gave low values in the CHARSEP program. However, these characters were particularly useful in separating certain taxa and so were retained in the matrix. The CSP values in this matrix were generally lower than found in bacteriological data (e.g. Sneath, 1979b; Priest & Alexander, 1988),where 0.5 was considered an acceptable cutoff. However, excluding characters where the CSP value was less than 0.5 significantly decreased the number of successful identifications in this case. Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 297 1 Pen icillium ident $cat ion Table 2 (continued) :: El G 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 67 1 3 3 4 4 3 3 1 6 7 9 9 1 1 9 9 1 1 1 7 8 5 6 1 8 9 6 7 1 1 2 2 99 1 9 9 9 9 9 9 1 1 9 9 1 1 9 9 1 1 1 6 7 6 7 1 6 7 1 1 1 99 1 9 9 1 1 1 1 9 9 1 1 1 1 9 9 1 9 9 1 5 0 9 9 1 1 1 66 2 55 52 86 1 43 99 7 1 89 2 2 7 27 77 11 7 2 23 1 9940 1 1 4 0 2 0 8 0 8 0 1 1 9 9 1 1 1 8 0 6 0 1 4 0 2 0 2 0 2 0 99 1 3 3 1 1 1 9 9 1 1 1 9 9 1 1 1 1 9 9 1 1 1 1 1 679917 199 1 1 9 9 1 1 199 150 150 1 1 1 1 1 333399 199 1 199 1 199 1 1 9 9 1 1 1 1 3 3 6 7 6 7 67 1 9 9 1 9 9 1 1 9 9 1 1 9 9 1 1 1 9 9 1 1 1 6 7 1 1 99 1 5 0 1 9 9 1 1 9 9 9 9 1 1 1 1 1 1 9 9 1 1 1 9 9 9 9 99 1 9 1 9 6 4 1 1 9 9 1 9 1 9 1 1 1 8 1 8 2 9 1 8 7 3 5 4 9 1 188 1 1 1 9 9 9 9 1 3 188 1 1 2 5 1 3 7 5 1 3 1 1 1 1 606060 120 18099 1 199 1 1 1 199 1 1 1 1 1 1 1 1 1 9 9 1 1 9 9 9 9 1 1 1 1 15099 1 1 1 1 1 1 1 1 1 9 9 5 0 9 9 9 9 1 1 5 0 15050 150 1 1 9 9 1 1 75 1 1 1 9 2 1 1 7 9 9 1 7 1 7 5 8 1 8 1 1 9 9 1 8 1 1 1 57 29 1 14 29 14 86 99 14 1 14 1 71 99 1 1 14 14 14 14 1 88 ‘13 13 1 38 1 13 88 13 1 50 1 38 1 99 1 1 1 1 1 1 5099 1 5 0 1 1 9 9 9 9 1 1 1 1 9 9 1 9 9 1 1 1 1 1 1 99 1 5 0 1 2 5 1 1 9 9 1 1 1 1 9 9 1 5 0 5 0 1 1 2 5 1 1 67 1 6 7 1 1 6 7 9 9 9 9 9 9 1 1 1 1 3 3 1 6 7 1 1 9 9 1 1 9215 1 1 1 5 1 8 9 9 9 2 8 1 1 1 8 8 9 2 2 3 1 8 1 8 995050 19999 199 1 1 1 1 9 9 1 1 9 9 5 0 1 1 1 1 2525997550 12599 1 1 199 150 150 1 1 1 1 1 1 33 89 56 99 1 1 99 78 1 1 22 1 33 1 78 99 33 22 1 22 99 1 1 9 9 9 9 1 1 9 9 5 0 1 5 0 1 1 5 0 1 5 0 1 1 1 1 1 20 1 1 6 0 1 1 9 0 3 0 1 1 9 9 1 1 1 8 0 6 0 1 3 0 1 1 1 0 99 1 5 0 9 9 9 9 1 5 0 9 9 1 1 9 9 1 1 1 1 9 9 1 1 1 1 1 509999 150 1 1 9 9 1 1 9 9 1 1 199 1 1 1 1 1 1 30. 31. 32. 33. 34. 35. 36. 37. 99 1 1 5 0 1 1 1 9 9 1 1 1 9943 1 1 9 9 1 8 6 5 7 1 1 4 8 6 9933 1 1 1 9 9 9 9 1 1 1 3 3 17 1 1 1 1 1 8 3 1 7 1 1 8 3 96 1 6 3 1 9 9 1 5 9 9 9 9 9 1 1 5050 1 1 9 9 1 1 9 9 9 9 1 1 12080 180 1209999 1 1 661414 290 2409088 1 1 1 9 9 199 1995050 1 1 186 114 1 1 1 1 167 1 1 9 9 1 1 1 1 117 199 1 1 1 1 1 1 126 178 1 1 119 1 1 1 1 9 9 1 1 5 0 1 1 1 1 199 1 120 1 6 228 464 6 4 2 4 1 1 1 1 1 1 1 4 1 1 1 2 1 1 1 1 33 1 1 1 1 1 1 8 1 13 1 9 9 1 1 1 1 33 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1336711 167 1 1 1 1 150 1 1 1 1 7 7 14 2 14 34 20 1 1 1 1 1 1 1 1 1 9 9 1 183 117 117 33 1 6 7 6 7 1 1 6733 1 1 3 3 1 5050 1 1 1 9 9 1 1 1 11882 25 1 1 1 1 3 1 14020 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 8 8 1 1 29 1 14 1 1 1 13 50 1 1 1 1 50 1 1 5 0 1 1 757550 150 1 1 1 1 1 1 1 87762 8 8 8 199 1 1 1 1 125 1 1 5 0 1 1 1 1 44 22 1 1 1 150 1 1 190 1 1 5 0 1 995099 1 9 9 1 99 1 1 1 1 1 1 1 1 1 1 1 33 1 1 7 199 2020 1 8 1 1 1 1 1 129 1 1 1 1 1 1 16717 4597082 1 1 1 1 1 14060 6 1 6 8 The HMO for each taxon identified to the appropriate taxon with Willcox scores in excess of 0.9999 (that is a less than 1 in 10000 chance that the HMO did not belong to that taxon, assuming that it belongs exclusively to one taxon in the matrix). The only exception to this was for P . solitum var. solitum, where the score for the HMO was 0.989 for that taxon and 0.0102 for P . solitum var. crustosum. In practice, a number of strains gave identifications to the correct taxa that were higher than those in MOSTTYP.This is most probably due to the normalization of the Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 2972 P. D . B R I D G E A N D O T H E R S Table 2 (continued) Taxon 1. P. expansum (cluster 1) 2. P. expansum (cluster 2) 3. P. expansum (cluster 3) 4. P . aurantiogriseum (cluster 4) 5 . P . aurantiogriseum (cluster 6) 6. P . chrysogenum (cluster 7) 7. P. echinulatum 8. P. granulatum var. globosum 9. P. granulatum var. granulatum 10. P. hirsutum (cluster 12) 11. P. hordei (cluster 13) 12. P . chrysogenum (cluster 14) 13. P. glandicola var. mononematosa 14. P. camembertii (cluster 16) 15. Penicillium sp. (cluster 17) 16. P. verrucosum 17. P. atramentosum (cluster 19) 18. P . atramentosum (cluster 20) 19. P. atramentosum (cluster 21) 20. Cluster 22 21. P. citrinum 22. P. brevicompactum 23. P. raistrickii 24. P. aurantiogriseum var. neoechinulatum 25. P. viridicatum (cluster 27) 26. P. viridicatum (cluster 28) 27. P . griseofulvum 28. P. hirsutum var. allii 29. P . aurantiogriseum var. melanoconidium 30. P. clavigerum 3 1. P. roquefortii 32. P. corylophilum 33. P. claviforme 34. P. solitum var. crustosum 35. P. olivinoviride 36. Coremial isolates 37. P. solitum var. solitum 22 1 67 1 99 1 44 78 99 1 1 1 99 33 1 99 1 1 9 9 199 1 1 5 0 9 3 18 3 85 36 5 22 20 1 60 1 60 1 20 60 1 33 33 1 1 33 67 33 17 1 1 1 99 1 1 99 199 1 199 1 1 1 1 67 33 1 33 67 1 33 1 1 119950 1 1 18 1 36 91 99 27 18 1 1 13 25 1 1 43 13 1 20 1 1 1 80 80 1 20 1 50 1 50 25 25 25 67 199 199 1 199 1 1 99 1 75 83 33 1 17 1 43 1 1 86 28 28 14 38 75 1 1 99 63 1 75 150 1 15050 1 1 75 50 1 25 99 99 1 99 199 1 1 1 1 1 1 170 1 1 161 116 1 1 1 1 150 1 1 1 1 1 50 99 25 25 50 1 1 22 1 99 67 1 22 1 1 1 199 1 1 1 70 30 1 1 93 10 60 10 1 50 1 50 99 99 1 50 1 50 1 1 99 99 1 99 50 1 1 1 133 67 17 30 1 50 1 20 20 2 4 1 71 1 1 67 1 20 28 1 1 1 1 1 1 20 12 1 1 1 1 99 50 60 85 11 1 1 1 20 1 99 1 1 1 1 1 1 67 1 1 1 1 1 1 1 1 1 50 1 1 1 1 1 50 50 50 1 1 71 86 71 16733 1 1 99 99 1 41 11 44 27 1 50 99 50 80 20 80 20 12 14 78 46 probabilities involved in calculating the Willcox score, so that although such a strain is less typical than the HMO, it is even less likely to belong to any other group. The lack of overlap and the good identification scores were unexpected considering the low values of sums of scores and CSP indices. One possible explanation is that many of the tests included in the matrix separated only a few different taxa. This is supported by the results from the anticlustering which suggested that all the tests were very different, most being recovered in one very large loosely formed cluster. Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 Penicillium identijicat ion 2973 Of the 52 previously studied strains, 50 identified to their correct groups with Willcox probability scores of better than 0-9,with between 0 and 7 atypical test results (47 scoring above 0.99 and 43 scoring above 0-999)when using original data from the numerical taxonomy. MLF scores were in general low, only 11 strains giving values greater than 0.1. Despite the low scores all strains gave a scorelarger than Of the two strains that did not identify correctly at the 0.9 probability level, one identified to the correct group with a score of 0.718, although the MLF was relatively high at and one was a representative of P . solitum var. crustosum which identified at 0.98 (MLF to P . solitum. Of the 5 1 additional fasciculate penicillia identified, 45 with Willcox probabilities of better than 0.9 (36 scoring above 0.99). Of the additional authentic ex-type cultures, five identified to their respective taxa (P. atramentosum, P . expansum, P . griseofulvum, P . vetrucosum and P . camembertii). The ex-type culture of P . psittacinum identified as P . soliturn; this was a different line of the same strain that was found loosely linked to this taxon in the numerical classification. The ex-type culture of P . commune identified as P . aurantiogriseum. Pitt (1980) considered P . commune a synonym of P. puberulum, which in turn has been considered a synonym of P . uurantiogriseum (Cruickshank & Pitt, 1987). However, more recent work has suggested that P . commune is a distinct taxon (Cruickshank & Pitt, 1987; Samson & van Reenen-Hoekstra, 1988). However, in the numerical classificationof Bridge et al. (1989), strains of P . commune clustered in either P . aurantiogriseum or P . solitum. Again, MLF scores were low, 40 of the 45 strains giving values of greater than Of the six remaining strains, five gave MLF scores of greater than to the correct taxa, although the Willcox scores were between 0.555 and 0.818. One strain remained unidentified to any group, the best scores being 0.617 and 1 x 10-lo to P . roquefortii. This strain had originally been identified as P . mali, although it showed SEM conidial features similar to P . roquefortii. While the matrix was in most cases tested with at least 52 of the 57 test results, identifications based on a smaller number of tests were also assessed. This involved considering sets of tests from particular techniques as missing in the unknowns, such as omitting results from SEM, or secondary metabolite tests, giving character sets varying from the original 57 tests to a minimum of 16 tests. The omission of characters relating to conidial colour and secondary metabolite production did not significantly lower identification scores. Detailed results from this procedure are given by Bridge (1989). Based on the results for the known strains, successful identification was determined as a or greater. Situations where only one of the Willcox score of 0.9 or greater and a MLF of above criteria was met were less clear and the number and type of test results against identification needed to be considered. The Willcox scores obtained in this investigation were of a similar magnitude to those found in studies with bacteria (e.g. Williams et al., 1983). The MLF scores were low compared to those given in Dybowski & Franklin (1968), where scores of between and 1 were obtained with a small set of tests. In this case, where there were a large number of tests, absolute probabilities were very small, and so MLF values could be expected to be a little reduced. MLF values were also depressed by the relatively large proportion of results in the matrix that were between 10 and 90% positive. In practice, the negative power of 10 of the MLF score was often within one digit of the number of tests against identification, when there were four or fewer tests against. While the tests in the identification matrix were selected on their diagnostic and practical capabilities from the previous study, they all contained a significant number of variable results and these would serve to depress the absolute probability. Identijication keys The three synoptic keys constructed with all the characters in the matrix performed quite differently from each other. When 1 and 99% were used as the cutoff values for minus and plus, strains were usually not identified or else were identified to two or three groups that could not be separated. When 20 and 80% were used, strains were often misidentified, often after only a small number of tests. When cutoffs of 10 and 90% were used, 50 of the 52 previously studied strains were correctly identified. With these criteria 44of the 51 additional strains were also successfully identified. Strains which belonged to either the P . solitum var. solitum or the P . solitum var. Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 2974 P . D . BRIDGE A N D OTHERS Table 3 . Synoptic key based on 2.5 characters giving highest CSP scores from identiJication matrix (+ue, > 10%; - ue, < 90%) Numbers for taxa are as in Table 2. Further characteristics may be found in Table 2 and in the preceding paper (Bridge et al., 1989). Taxa Character Morphological Rough stipes Pink diffusing pigment Yellow colony reverse Yellow mycelium + Production of coremia Velvet colony texture Fasciculate colonies Blue-green conidia Grey-green First-level branches divergent Ellipitical conidia Subgloese conidia Conidia length 5 2.8 pm Colony diameter 5 20 mm Physiological and biochemical Growth on N O 2 agar Growth on creatin +ve 1,2,4,5,7,8,9,10,11,13,14,15,16,17,18,20,22,23,24,25,26,28,29,31, 34,35,36,37 -ve 1,3,4,5,6,11,12,13,17,18,19,20,21,22,24,27,29,30,32,33,36 +ve 1,2,4,17,19,24,25,26,27,28,30 -ve 1,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25, 27,29,30,3 1,32,33,34,35,36,37 +ve 1,2,3,4,6,7,8,9,10,11,12,13,18,20,21,23,24,25,28,29,34,36,37 -ve 1,4,5,6,7,10,12,13,14,15,16,17,18,19,20,21,22,23,25,26,27,28,30, 31,32,33,34,35,36,37 +ve 3,11,24,28,36 -ve 1,2,3,4,5,6,7,8,9,10,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26, 27,29,30,31,32,33,34,35,36,37 ve 9,30,33,36 -ve 1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25, 26,27,28,29,31,32,34,35,36,37 +ve 5,6,10,12,13,17,18,19,21,22,23,24,31,32 -ve 1,2,3,4,5,7,8,9,10,11,12,13,14,15,16,17,18,19,20,24,25,26,27,28, 29,30,33,34,35,36,37 +ve 1,2,3,4,5,7,8,9,10,11,13,14,16,17,18,19,20,24,25,26,27,28,29,34, 35,36,37 -ve 4,5,6,9,12,13,14,15,16,17,19,21,22,23,30,31,32,33,35,36,37 +ve 1,4,5,6,7,8,9,11,12,13,16,17,18,19,21,23,24,28,31,32,33,34,36,37 -ve 1,2,3,4,5,6,7,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,25,26, 27,28,29,30,3 1,32,33,34,35,36,37 +ve 1,2,3,4,5,6,7,8,9,11,13,16,17,18,20,21,22,23,24,27,28,30,31,32,33, 34,35,36,37 -ve 4,6,7,10,11,12,14,15,16,18,19,24,25,26,28,29,31,33,34,36,37 + ve 1,3,4,5,12,13,15,16,17,18,19,21,24,27,28,3 1,32,33,34,36,37 -ve 1,2,3,4,5,7,8,9,10,11,13,14,16,17,18,20,22,23,24,25,26,28,29,30, 31,33,34,35,36,37 + ve 1,2,3,4,5,9,12,14,18,19,20,27,29,30,33 -ve 1,2,4,5,6,7,8,10,11,12,13,14,15,16,17,20,21,22,23,24,25,26,27,28, 31,32,34,35,36,37 +ve 1,2,4,5,6,7,10,11,12,13,14,15,16,20,21,22,23,24,25,26,27,28,31,32, 34,3536.37 - ve 1 ~2,3,4,5,7,8,9,11,12,15,17,18,19,20,21,24,25,26,27,29,30,3 1,33, 34,37 +ve 1,2,3,4,5,6,7,9,13,14,16,17,18,20,22,24,25,28,29,30,31,32,33,34, 35,36,37 -ve 1,3,4,5,6,8,9,10,11,12,13,14,15,16,17,18,19,21,22,23,24,25,26,27, 28,30,3 1,32,34,36,37 +ve 6,8,9,12,14,15,16,17,18,19,20,21,22,27,28,29,32,33,36 - ve 1,2,3,4,5,6,7,9,10,11,12,13,14,17,18,19,20,22,23,24,25,26,27,28, 29,30,31,32,33,34,35,36,37 +ve 12,14,15,16,17,18,19,20,21,22,27,30,31,32,33,36 -ve 1,2,3,4,5,6,7,8,9,10,11,12,13,14,23,24,25,26,27,28,29,33,34,35,36, 37 +ve 1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,22,24,25,26,29, 31,33,34,35,36,37 - ve 1,6,11,21,22,23,24,25,27,28,30,32,36 Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 Penicillium identiJication Character Physiological and biochemical (continued) Base from creatin Table 3 (continued) 2975 Taxa + ve 1,2,3,4,5,6,7,8,14,15,17,18,20,25,3 1,33,34,35,36,37 -ve 1,4,5,6,9,10,11,12,13,16,17,18,19,20,21,22,23,24,25,26,27,28,29, 30,31,32,33,36,37 Base from lactic acid +ve 3,4,5,6,7,8,9,10,11,12,13,14,16,17,18,20,24,25,26,27,29,31,32,34, 35,36,37 - ve 1,2,5,8,9,12,13,15,16,17,18,19,20,21,22,23,25,28,30,3 1,32,33,36 Base from citric acid ve 1,2,3,4,5,6,10,11,12,13,14,17,18,21,22,23,24,25,26,27,29,31,32,34, 37 -ve 1,2,4,7,8,9,12,14,15,16,17,18,19,20,21,22,23,24,25,27,28,29,30,31, 33,35,36,37 Base from urea +ve 5,6,7,8,9,12,13,16,17,18,19,20,21,22,27,31,32,33,35,37 -ve 1,2,3,4,5,7,8,9,1O,1l,l2,13,14,15,2O,2ly22,23,24,25,26y27,28,29, 30,34,36,37 +ve 1,2,3,4,5,6,7,8,9,10,11,12,13,14,16,20,21,22,23,24,25,26,27,28,29, Growth on tannic acid 30,31,32,34,36,37 -ve 4,7,12,14,15,16,17,18,19,20,23,24,27,28,31,33,35,36,37 Griseofulvin production +ve 2,3,7,9,10,13,18,20,22,23,24,27,28,35,36 -ve 1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,24,25,26, 28,29,30,31,32,33,34,36,37 Additional characters where electron microscopy is necessary Lobate conidia +ve 10,12,14,16,17,18,21,22,25,26,34,35,36,37 -ve 1,2,3,4,5,6,7,8,9,11,12,13,15,16,17,18,19,20,23,24,25,26,27,28,29, 30,31,32,33,37 Microtuberculate conidia +ve 1,2,4,5,6,8,9,12,13,15,16,17,18,26,27,28,29,31,32,33 -ve 3,4,7,10,11,12,14,15,16,17,18,19,20,21,22,23,24,25,26,30,31,32, 33,34,35,36,31 Microverrucate conidia ve 3,15,17,18,19,20,23,30,32,33 -ve 1,2,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,21,22,24,25,26,27,28, 29,31,32,33,34,35,36,37 + + crustosum groups could not be separated by the key. The key performed better with some characters than with others, and the use of secondary metabolite and conidial colour characters often resulted in misidentifications. As an example, the synoptic key containing the 25 tests that gave the highest CSP values (> 0.46) is given in Table 3. Comparison of the performance of the identification matrix with the synoptic key was difficult, as results from the key depended to an extent upon which characters were used. In general, characters were used in the key in the order gross morphology, micromorphology, physiology, SEM and secondary metabolites, strains being identified after seven to fourteen characters. Identification by key, however, is very sensitive to minor test discrepancies. One example of this was seen in testing the matrix and the key, where one strain identified as a P . echinulatum with the matrix, the only discrepancy being the production of lighter coloured conidia than usual. This strain would misidentify in a key if conidial colour was one of the characters selected. The subsequent omission of conidial colours and secondary metabolite characters did not have a significant effect on the performance of the matrix, and in most cases improved the performance of the key. There are, however, exceptions; strains of P . camembertii (cluster 16) cannot always be separated from P . solitum without the white conidia character in the key but this did not prevent identification by the matrix. In the numerical classification (Bridge et a f . ,1989), a white-spored mutant of P . solitum clustered as P . camembertii (cluster 16), and so this result was perhaps not surprising. Characters based on conidial colour can be subjective (Onions et al., 1984) and this may explain the poor performance of these characters in these identification schemes. Problems associated with secondary metabolite characters are less clear. Some authors have found these to provide reliable identification criteria (e.g. Frisvad, 1981), although this has not always been the experience of other workers (Land & Hult, 1987; Bridge et al., 1989). Although more genes can be involved in secondary metabolism than primary metabolism (Bu’hck, 1980), they are under less-precise genetic control (Bennett, Downloaded from www.microbiologyresearch.org by IP: 88.99.165.207 On: Thu, 15 Jun 2017 01:22:37 2976 P. D. BRIDGE A N D OTHERS 1985). In some parts of the genus they may be useful, e.g. penitrem A production in P. solitum var. crustosum. In the numerical classification, secondary metabolite characters showed poor reproducibility (Bridge et al., 1989) and it seems likely that further work is needed on both their induction and detection before they can be routinely used as reliable identification criteria ; certainly while the presence of particular metabolites may be useful characters, little can be inferred from their absence. An example of this is the so-called chemosyndromic variation seen in lichens, where presumed qualitative differences were subsequently found to be quantitative (Culberson & Culberson, 1977). Conclusions Numerical classification (Bridge et al., 1989) and other studies on serology (Polonelli et al., 1986), protoplast fusion (Ann6 & Peberdy, 1981), strain variation (Bridge et al., 1986, 1987), isozyme studies (following paper: Paterson et al., 1989) and DNA melting curves (Paterson et al., 1990) have shown that the terverticillate penicillia consist of a large number of closely related and sometimes variable species. This study has shown that these organisms can be identified objectively to discrete groups with an acceptable degree of confidence, although some of these groups may be part of a larger continuum (Bridge et al., 1989). However, test selection can also be an important criterion, and those characters that were shown to give good reproducibility, such as conidial shape and ornamentation (see Bridge et al., 1989) should be favoured if synoptic or dichotomous identification keys are to be adopted. With the data available a considerable amount of time and specialist equipment, such as a scanning electron microscope for conidial ornamentation, would be needed to use all the characters for an unknown. While this would not be acceptable for routine identification purposes, it is feasible for particularly difficult strains at reference laboratories. However, initial testing of this matrix for unknowns where only some characters are known suggests that acceptable results can often be obtained where traditional morphological characters are used in conjunction with results from one or more additional character sets (Bridge, 1989). This study and the associated numerical classification (Bridge et al., 1989) have mainly confirmed the validity of the revised species concepts adopted by Pitt (1980, 1986) by considering additional types of characters. These concepts can now be adopted with confidence on the basis of the larger data sets considered here. Diagnostic morphological features can be reinforced with physiological and SEM observations, and these approaches can prove helpful where morphological criteria are ambiguous or may be subject to differences in interpretation between workers. Characters such as conidial shape and ornamentation and growth on nitrite and creatine agars can be particularly useful. We would like to thank Elizabeth Oliver, Penny Fame11 and Devota Kavishe for their excellent technical support, Professor P. H. A. Sneath for his many helpful suggestions and discussions and Professor E. A. Bell and Dr L. E. Fellows of the Royal Botanic Gardens, Kew for providing biochemical facilities. 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