Biological journal of the Linnean Socie& (1982), 18: 49-58. Plant mimicry: evolutionary constraints G. B. WILLIAMSON* Department of Biology, University of Miami, Coral Gables, Florida 33124, U.S.A. Acwpted for pubhation December 198I Because plants are sessile and their flowers and fruits are aggregated, plant mimics are less likely to be mistaken for their models than animal mimics which are mobile and dispersed among their models. Therefore, operator sprcies are more likely to be deceived by iinimal mimics than plant mimics. In addition, the autonomy of plant appendages implies that warning mimicry provides less advantage to plants than to animals because plants sufTer less from sampling by naive operators. Therefore, the advantage of warning mimicry is much greater for animals than plants. These reasons may explain why plant mimicry is less common than animal mimicry, based on attraction of rather than avoidance by operator species, and limited to the class of aggressive mimicry. KEY WORDS:-Mimic mimicry plant mimicry pollination dispersal. CONTENTS Introduction . . . . . . . Constraints on plant mimicry . . . Bypassing the sessile constraint . . Bypassing the aggregated constraint Mimicry within the constraints. . Classes of plant mimicry . . . . . . . . . . . Summary. Acknowledgements. . . . . . References, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 50 51 5I 52 53 56 57 57 INIRODUCTION Mimicry systems with different species of model and mimic may involve two plants, two animals, or one plant and one animal. (Hereafter I refer to these systems as plant mimicry, animal mimicry, and plant-animal mimicry.) Animal mimicry systems are quite common (Wickler, 1968) and involve many different classes of mimicry (Vane-Wright, 1976). In contrast, plant systems are rare (Proctor & Yeo, 1973; Wiens, 1978) and may be limited to two classes of interaction (Williamson & Black, 1981). Here I describe the traits of plants that may have hindered the evolution ofplant mimicry, as well as the special conditions where it appears to have evolved. Given the heterogenity within and among complex mimicry systems, my “objective is not so much the discovery of the universal as the accounting for differences’’ (Levins, *Current address: Department of Botany, Louisiana State Univenity, Baton Rouge, LA 70803, U.S.A. 0024-4066/82/050049 + 10$03.00/0 49 01982 The Linnean Society of London 50 G . B. WILLIAMSON 1968: 6). I focus on plant mimicry in opposition to animal mimicry in order to clarify their differences, although I suggest that plant-animal mimicry systems are intermediate in occurrence and character. CONSTRAINTS ON PLANT MIMICRY Generally, the mimicry process involves two signal-transmitters, the model (S,) and the mimic (S,), and a signal receiver, the operator (R),who confuses S, for S, (Vane-Wright, 1976). Then, “mimicry occurs when an organism or group of organisms (the mimic) simulates signal properties of a second living organism (the model), such that the mimic is able to take some advantage of the regular response of a sensitive signal-receiver (the operator) towards the model, through mistaken identity of the mimic for the model” (Vane-Wright, 1976: 50). The mistaken identity or deception may be an innate response (Smith, 1975, 1977, 1978) or a learned response through formation of a search image (Tinbergen, 1960) or a n avoidance image (Clarke, 1962). A learned image is developed and maintained through experience and reinforcement with the model, so many kinds of mimicry have been shown to depend on the frequencies of models and mimics (Brower, 1960; Emlen, 1968; Vane-Wright, 1976). However, it is not the true frequencies of models and mimics, but rather the operator’s contact frequencies with them that influence the effectiveness of mimicry (Williamson & Nelson, 1972; Matthews, 1977). Within the mimicry process three traits of terrestrial plants may hinder the evolution of mimicry. First, plants are sessile so operators may have time to scrutinize the model and the mimic fully and perhaps learn to distinguish them. Additionally, the sessile condition may permit learning operators to recall locations as well as search images; therefore, operators may remember an individual plant and its identity as a model or mimic by location rather than by search image after only a single experience. A second trait that may hinder the evolution of plant mimicry is aggregation of mimics. The pattern of most plant species is aggregated, and where only parts of plants are the signal-transmitters such as leaves, flowers or fruits, these ‘conspecific’ signal-transmitters by necessity occur as aggregates. Therefore, the contact experience of most learning operators may not be an alternating or even random sequence of models and mimics, but instead a series of models followed by a series of mimics and so on. Such spatial aggregation may facilitate the operator’s recognition of patches of mimics as distinct from patches of models and subsequently lead to learned reactions to each or to oscillations between search and avoidance images (Matthews, 1977). With either result, mimetic deception may be attenuated. The sessile and aggregated conditions of plants together represent contraints on the evolution of plant mimicry because operator deception is more likely to be maximized with mobile mimics interspersed among their models. A third relevant trait of plants is the relative autonomy of plant appendages, such as leaves, flowers and fruits. Loss of one leaf or one flower by a plant mimic is exactly that, whereas loss of one leg or one wing by an animal mimic may result in further exposure to predation or death. Where deception results in avoidance by the operator as in Miillerian mimicry, the selective advantage of mimicry may be much greater in animals than in plants. PLANT MIMICRY 51 All plants exhibit appendage autonomy, so this trait may represent an unavoidable constraint to the evolution of some types of plant mimicry. However, the sessile and aggregated traits of plants are constraints that may be circumvented under some conditions of growth. Bypassing the sessile constraint Entire plants are sessile, but plants may avoid memory location by operators through periodic production of appendages such as flowers and fruits. Thus, the vast majority of hypothesized plant mimicry systems involve floral or seed mimicry (Wiens, 1978) where the appendages involved are present only for short periods of time relative to the plant’s lifespan. In contrast, foliage which is present continuously has been hypothesized in only two cases of plant mimicry : mimicry of host leaves by parasitic mistletoe leaves (Barlow & Wiens, 1977), and mimicry of host leaves by PassiJIra vines (Gilbert, 1975). However, in neither system has experimental work been done to test the mimicry hypothesis. Caution must be exercised in proposed cases of leaf mimicry in order to differentiate mimicry from crypsis. Vane-Wright ( 1980) distinguished the two processes as crypsis where the herbivore fails to detect its host plant because the host blends into the visual background of foliage or as mimicry where the herbivore avoids its host because the host signal corresponds to the avoidance image developed by the herbivore from negative experience with the model. In summary, plants may circumvent the sessile appearance of some appendages through periodic production as in the case of flowers and fruits, but not leaves. Moreover, most invertebrate herbivores chemically locate their host plants, so visually mediated leaf mimicry may offer little advantage (Wiens, 1978). Evidence for chemical mimicry as an herbivory deterrent awaits further investigation. Bypassing the aggregated constraint While plant appendages are aggregated (ips0 facto) on whole plants, and while dispersal limitations usually cause aggregation of plant individuals, any of the following conditions would allow association of a plant or its parts with another species and thereby include potential mimics (and their models). ( 1 ) Parasites or hemi-parasites (and their hosts). (2) Vines or epiphytes (and their hosts). ( 3 ) Female flowers (and male flowers) of monoecious plants. (4)Female flowers (and male flowers) of dioecious plants with joint dispersal of both sexes. (5) Harvested seeds (and crop seeds). Parasites, hemi-parasites, vines and epiphytes may have their flowers, fruits or foliage interspersed among their hosts’ respective parts which then may serve as models. The effectiveness ofmimicry of the host would depend among other factors on the host-specificity of the mimic; therefore, parasites and hemi-parasites may represent more likely mimicry candidates than vines and epiphytes. As mentioned above, foliar mimicry is limited by the continuous presence of leaves, so floral and fruit mimicry may be more common. Several floral mimics have been suggested among root parasites (Wiens, 1978). Unisexual flowers may represent associated plant appendages where either sex 4. 52 G . B. WILLIAMSON may serve as a model for the other. In monoecious plants, each floral sex may be in close proximity to or interspersed with the other. In dioecious plants, the floral sexes will occur interspersed only if the seeds of both sexes are dispersed together in multi-seeded fruits as in the Cucurbitaceae. Several examples of floral mimicry involving unisexual flowers have been proposed in both monoecious and dioecious plants (Gilbert, 1975; Baker, 1976; Bawa, 1977, 1980; Schmid, 1978; Pijl, van der, 1978). In most cases female flowers are less abundant than males and offer little or no nectar reward to nectar-seeking pollinators or no pollen to pollen-seeking Hymenopt era. Seed mimicry for dispersal has been found in crop weeds (Wickler, 1968; Wiens, 1978). I suggest that a distinction be drawn in this case to the process of removal from the plant or harvesting and any subsequent dissemination. Before harvest mimetic seeds are aggregated on a plant whereas harvested mimics may be mixed among other species’ seeds. Mimicry may be involved in post-harvest dissemination but probably not in the harvest (Wickler, 1968). Harvesting is usually an indiscriminate collection of model and mimic seeds, but mimicry functions in the post-harvest attempts to sort the model crop seeds from weed seeds and debris. Therefore, the first step of harvesting mixes the crop models and weed mimics and ameliorates the aggregated condition of weed seeds. Mimicry within the constraints The sessile and aggregated constraints may have hindered the evolution of plant mimicry, but some systems have evolved without circumventing these two conditions. Such cases seem limited to the following types of mimics (and their models). 1. Insectivorous plants (and other flowers). 2. Nectarless flowers with pollinia (and other flowers). 3. Nectarless ‘multiple bang’ vines (and other Bignoniaceae). 4. Imitation arils and berries (arillate seeds and fleshy fruits). Insectivorous plants (e.g. Dionaea, .Nepenthes, Cephalotus, Sarracenia and Darlingtonia) often bear flower-like appendages, colours, nectar or glistening drops that attract insects which are captured by the plants. These plants share the feature of capturing insects who have innate floral preferences or previous experiences with flower models, but little or no experience with the mimic. Operator experience with the mimic is limited in this kind of mimicry since deceived operators are eliminated. Some nectarless flowers have been purported to be mimics of other nectarproducing flowers. The absence of nectar per se is not sufficient evidence for floral mimicry since pollination may occur through autogamy, wind pollination or pollen-attracted vectors (Williamson & Black, 1981). I n most cases clumps of nectarless flowers will be avoided by learning pollinators, so floral visitation may be so rare that mimicry results in little seed set. However, flowers bearing pollinia share the unique trait that even very rare visitation may result in sufficient pollen transfer to effect massive seed set. Consequently, nectarless flowers with pollinia are probably better candidates for floral mimicry than nectarless flowers with free pollen because even rare deception may effect large seed set. Several nectarless orchids are suspected floral mimics (Hcinrich, 1975; Boydcn, 1980; Bierzychudek, 1981). PLANT MIMICRY 53 The nectarless ‘multiple-bang’ vines of the Bignoniaceae are also suspected mimics of other nectar-producing Bignoniaceae (Gentry, 1974). These vines flower explosively several times a year, each time for only a few days. Insect visitation is recorded only rarely at these plants and Gentry (1974) assumes it involves insects investigating new floral resources. Again, this system is confined to operators with little or no experience with the mimic. How the rare deceptions afford adequate pollination is unclear. The brightly coloured, red or red and black seeds (e.g. Erythrina, Ormosia and Abrus) lacking an arillate or fleshy reward, are suspected mimics of seeds with rewards for avian dispersal agents (Ridley, 1930; Pijl, van der, 1969; McKey, 1975; pers. ob.). Two facts of dispersal are apparent: birds do remove the seeds, but the removal rate is notoriously low (McKey, 1975; pers. ob.). Concomitant with low removal rates are hard seed coats and sturdy attachment to the treetraits that maintain seed viability and seed presentation even with slow dispersal. McKey (1975) suggests that in undisturbed vegetation these species were quite rare. An alternate explanation is that these seeds are aposematically coloured to warn seed-eaters of their toxicity. These four systems of purported plant mimicry may have evolved without bypassing both the sessile and aggregated constraints. They share the common feature of depending on operators who have extensive experience with, or innate preference for, models, yet limited or no experience with the mimics. They all require an individual operator to be deceived only rarely, so the average operator’s contact frequency with models greatly exceeds its contact frequency with mimics. Furthermore, the rare deception affords great benefit to these mimics. CLASSES OF PLANT MIMICRY The nine cases outlined above, five where both the sessile and aggregated constraints are circumvented and four where the constraints are not circumvented, include most of the suspected cases of plant mimicry. Other previously suggested cases are probably crypsis as in the case of mistletoes or simply evolutionary convergence caused by pollinator sensory systems as in the case of pollinator syndromes. The latter case is illustrated by red tubular flowers of many hummingbird-pollinated species (Grant, 1966) that sometimes are purported to be Mullerian mimics (e.g. Proctor & Yeo, 1973; Brown & Kodric-Brown, 1979). Under close inspection, flowers which initially show similar morphologies often are found to be distinguishable by pollinators (Eisner et a f . , 1969; Williamson & Black, 1981). However, given that pollinators have innate or acquired generalized search images, mimicry is difficult to distinguish from simple investigation of new resources. Mimicry must involve the mistaken identity of the mimic for the model (Vane-Wright, 1976), but experimentally testing the deception may be difficult. Compounding the difficulty is the fact that naive operators preferentially sample novel food that is similar to previously experienced food even where deception is not involved (Coppinger, 1970). Similar confusion exists between mimicry and floral convergence where pollinators exhibit preference among flowers (e.g. Dafni & Ivri, 1981 ). Several years ago, I noted that flowers visited by pollen-collecting Bombus cphippiatus on Costa Rican mountaintops exhibited radially symmetrical yellow flowers. Thc flowers included representatives of different families as well as several species in the G . B. WILLIAMSON 54 genus Hypericum. The latter flowers showed only slight differences in size and style structure. Furthermore one species, Hypericum strictum, was visited more frequently in natural patches where it was associated with the pollinator-preferred Hypericum irazuense, so mimicry was a plausible hypothesis. An experiment was designed which included a simulated shrub with equal numbers of flowers from both Hypericum species. The movement of bees was recorded from flower to flower and failed to show that a bee’s present experience (i.e. which species a bee was visiting) influenced its next floral choice. The bees simply showed preference, but they were not deceived despite the close natural association of the two species. Demonstration that visitation to one species increases the subsequent probability of visitation to others is necessary but not sufficient proof for mimicry because some pollinators may require different resources from different flowers. For example, butterflies utilizing nectar and pollen (Gilbert, 1972) may preferentially search for pollen resources after visiting nectar resources or vice-versa. For the moment insufficient evidence exists to classify generalized pollination syndromes as mimicry rings. The nine cases of plant mimicry described here are shown in Table 1 together with Vane-Wright’s (1976) classification that neatly divides mimicry systems according to three dichotomous factors: ( 1) mimetic deception is advantageous (synergic) or disadvantageous (antergic) to the model; (2) the operator’s reaction to the model in the absence of deception, and (3) the operator’s reaction to the mimic in the absence of deception. In the absence of deception the mimicry is warning where the operator avoids both model and mimic, aggressive where it avoids the mimic only, defensive where it avoids the model only, and inviting where it approaches both model and mimic. Remarkably, all nine cases of plant mimicry fall into the two classes of aggressive mimicry, antergic (VII) where the model and mimic are different species and synergic (11) where they are the same species. In contrast, Vane-Wright describes examples of animal mimicry in at least six of the eight classes (Table 2). This comparison suggests that plant traits that are constraints on mimicry may inhibit the evolution of some classes of mimicry more than others. Table 1. Highly suspected cases of plant mimicry indicated by Wright’s ( 1976) mimicry classification Synergic I. 11. + + 111. +, and Vane- Antergic IV. V. VI. VII. + + VIII. Cases ofplant Mimicr) I . Parasites, or hemi-parasites 2. Vines or epiphytes !3. Female flowers, monoecious plants + + + + + 4. 5. 6. 7. 8. Female Rowers, dioecious plants Harvested seeds Insectivorous plmts Nectarless flowers with pollinia Nectarless multiple bang flowers 9. Imitation arils mid berries PLANT MIMICRY 55 Table 2. Summary of classes of plant mimicry (from Table l ) , plant-animal indicates highly suspected or known cases mimicry and animal mimicry where exist + Synergic I 11. 111. + + + Type of mimicry Antergic IV. + + + v. VI. + + + VII. + + + + VIII. 1 . Plant mimicry 2. Plant-animal mimicry mimic) 3. Plant-animal mimicry mimic) 4. Animal mimicry (plant (animal Inviting mimicry may be difficult to evolve in plants because they are sessile. Vane-Wright’s ( 1976) best animal examples involve the aggregation of similarly coloured prey species or individuals which disperse when approached by a predator to confuse it through a myriad of shifting stimuli. Clearly, the sessile nature of plants would render useless such a defence. An example of inviting mimicry in plants, cited by Vane-Wright (1976) and Wickler (1968) is the case of ‘useful weeds’ such as corn and oats that developed seeds and seed-dispersal mechanisms that mimicked those of cultivated wheat and became crops themselves. This exception is somewhat uninstructive in the context here because originally the weeds were not useful and fit into the class of aggressive mimicry, and after becoming useful the new crops are cultivated separately from wheat. The autonomy of plant appendages probably precludes much selective advantage to warning mimicry in plants. In the classical Miillerian (synergic warning) example, the cost of educating naive predators is much less to noxious plants than to noxious animals. Defensive mimicry required avoidance of the mimic by a deceived operator that in the absence of deception would approach the mimic. I suspect that the sessile aggregated conditions of most plants and appendages provides the operator with several options that interdict deception. First, an operator may inspect a plant mimic throughly before acting, whereas with a mobile animal mimic the operator must react quickly. Second, the operator may selectively and cautiously sample a portion ofa plant mimic or its model without the dire consequences associated with sampling some animal mimics and their models, such as wasps and bees. Third, after inspection or sampling or both, the operator may devastate a mimic whose parts are aggregated. Fourth, after inspection, sampling and consuming a plant mimic’s parts, the operator may remember the plant’s location and rely less on morphological identification for subsequent return attacks. The same arguments about the sessile and aggregated conditions of plants applied to defensive mimicry also apply to aggressive mimicry, but the latter is apparently more common in plants. A distinguishing feature is the mimic’s relative benefit of deception and cost of detection in defensive versus aggressive mimicry. In the former case both the benefit ofdeception and the cost ofdetection are great, 56 G . B. WILLIAMSON and in the latter case the benefit of deception is great but the cost of detection is little or none. This distinction is important since deception is never complete and mistakes are part of mimicry systems. Furthermore, naive operators devoid of experience with models or mimics are produced through operator reproduction and continually impose the cost of detection. Naive operators will impose a high cost to mimics in defensive mimicry but no cost to aggressive mimics. SUMM.4RY Mimicry reviews and classifications often cite nearly all the potential mimicry systems known (Wickler, 1968; Vane-Wright, 1976; Wiens, 1978). In contrast, I have limited plant mimicry to cases where I believe evidence has accumulated in support of the mimicry hypothesis because my purpose is to delimit the conditions ofknown plant mimicry. This approach concludes that plant mimicry, as presently known, is usually aggressive mimicry. Wiens (1978) has noted that plant mimicry is largely unstudied. I heartily concur and suggest furthermore that future investigations in plant mimicry give special attention to the class of aggressive mimicry. The preponderance of animal mimicry is warning or defensive, so our knowledge of animals may have channelled prejudicially the search for plant mimicry into these classes (Ford, 1971 ;Wiens, 1978). Aggressive mimicry occurs in animals, but not commonly. It usually involves a resting predator or parasite luring prey items to it (Vane-Wright, 1976) and this temporary resting is obviously analogous to the sessile condition of plants. There are many more cases of plant-animal mimicry than plant mimicry and the former include a wider variety of mimicry classes (Vane-Wright, 1976). Plant-animal systems suffer some, but not all, of the constraints of plant mimicry. Plant-animal mimicry involving a plant mimic of an animal model suffers the constraint of sessile, aggregated mimics with autonomous appendages. However, the mobility of the animal model and its possible association with the plant mimic may cause the operator’s experience to be a random or alternating sequence of models and mimics and thereby circumvent the sessile, aggregated constraint. Plant mimics of animals are quite common as effective pollination mechanisms : flower mimics of female Hymenoptera to attract males, flower mimics of flies, beetles and butterflies to attract the models, and flower mimics of animal products such as carrion or blood to attract flies and beetles (Wickler, 1968; Wiens, 1978). These flower mimics include the best known examples of chemically mediated mimicry through imitation odours of urine, dung, carrion and sex attractants. Where the floral mimic actually includes a reward, the mimicry is usually synergic inviting; otherwise, it is antergic aggressive (Table 2). An unusual case of a plant mimic of an animal model is the dummy eggs produced by some PussiJloru species to discourage oviposition by Heliconius females who normally lay only on shoots without eggs in order to prevent cannibalism (Gilbert, 1975). These egg dummies are an example of antergic defensive mimicry (Table 2). Plant-animal mimicry systems that involve an animal mimic of a plant may be restricted less by the sessile, aggregated constraint and not at all by the autonomous appendage constraint of plant mimicry systems because the mimic is the animal. Mantids which are brightly coloured mimics of flowers and capture pollinators which they attract (Wickler, 1968) are an example of antergic aggressive mimicry (Table 2). Sucking herbivores (Hemiptera and Homoptcra) PLANT M I M I C R Y 57 that resemble plant thorns or flowers and so arrange themselves upon the stems on which they feed (Wickler, 1968) are representatives of antergic defensive mimicry. Beyond these two classes, the millions of known resemblances of animals to plants fall under Vane-Wright’s (1980) definition of crypsis. This brief characterization of plant-animal mimicry is presented to suggest that i t is intermediate both in occurrence and in variety between animal mimicry and plant mimicry (Table 2). Finally, while present knowledge of plant mimicry suggests it is limited to aggressive mimicry and many undiscovered examples of plant mimicry may fall into this class, other classes of plant mimicry should not be ignored. Investigations of potential plant mimicry which is inviting, defensive or warning ought to involve thorough documentation and experimental testing of the mimicry hypothesis. Such research, whether proof of mimicry is positive or negative, would serve to define more clearly the conditions for plant mimicry. For example, tests of potential cases of inviting mimicry are needed to determine if floral convergence associated with pollination syndromes involves mimicry. In such cases, to merely cite evidence of floral similarity and pollinator sharing is inadequate. 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