Biological Journal of the Linnean Socieg (1986), 28: 321-329. With 1 figure Automixis: its distribution and status MICHAEL MOGIE School of Biological Sciences, University of Bath, Claverton Down, Bath BA2 7AT Accepted for publication I0 February 1986 Biologists have conclusively failed to arrive at a generally acceptable definition of sexual reproduction. Because of this, several reproductive processes are seen as sexual by some authors but as asexual by others. Included among these are automictic methods of reproduction. Automixis describes several reproductive processes whereby a new individual derives from a product or products of a single meiotically dividing cell. Several forms involve an episode of nuclear fusion and it is argued that, because of this, they should be seen as sexual processes irrespective of whether the fusing bodies are differentiated as gametes or are simply meiotic tetrad nuclei. Other forms involve no episode of nuclear fusion and it is argued that, because of this, they should be seen as asexual processes. These latter forms involve the generation of diploid eggs either by restitutional meioses, or by an endomitotic event preceding or following a reductional meiosis, or involve the generation of a diploid embryo by the fusion of cleavage division nuclei in a haploid embryo; in each case the egg develops parthenogenetically. In addition to the disagreement that exists over the reproductive status of automixis, considerable confusion exists over its taxonomic distribution. It is often described as being restricted to a few species of insects, where it is parthenogenetic, but in fact it occurs across a wide range of taxa, including both isogamous and anisogamous plants and fungi, where it may be either parthenogenetic or non-parthenogenetic. This confusion results both from a failure of many biologists writing on this subject to adequately consider the variation in life-cycles existing between major taxa and from a general failure by botanists and mycologists to distinguish between automixis and autogamous forms of self-fertilization (in which the fusing nuclei derive from different meioses). It is further compounded by a proliferation of synonyms for automictic processes. Thus in a number of publications automictic processes are variously described as being matromorphic, thelytokous, parthenogamic, autogamic or apomictic rather than as being automictic. KEY WORDS:-Sexual reproduction - asexual reproduction - parthenogenesis - automixis. CONTENTS Introduction . . . . . . . . . . . . Definitions and descriptions Automixis as a sexual or an asexual process. References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321 322 327 329 INTRODUCTION The advantages and disadvantages of sexual and asexual methods of reproduction have been vigorously debated in recent years (e.g. Williams, 1975; Maynard Smith, 1978; Bell, 1982). Surprisingly, this debate has progressed in the absence of any generally accepted definition of what processes or events 32 1 0024-4066/86/070321+ 09 $03.00/0 0 1986 The Linnean Society of London 322 M. MOGIE comprise sexual reproduction. Indeed, many of the numerous definitions proffered by the literature are incompatible, a situation which has resulted in several reproductive processes being considered sexual by some authors but asexual by others. Prominent among these are automictic methods of reproduction (see Table 1 and references therein). Automixis will be defined fully in the next section; briefly, it comprises processes whereby a new individual derives from a product or products of a single meiotically dividing cell. A comparison of the different types of definition of sexual reproduction prevalent in the literature will be made later, when the status of automixis as a sexual or an asexual process is discussed. In addition to the confusion existing over its sexual or asexual status, considerable confusion also exists both over the taxonomic distribution of automixis and over its status as a parthenogenetic or non-parthenogenetic process (parthenogenesis involves the development of a new individual from an unfertilized egg). For example, automixis has been described as being restricted to a few parthenogenetic animal species (Maynard Smith, 1978); however, it also occurs among flowering plants, where it is parthenogenetic, and among lower plants and fungi, where it is often non-parthenogenetic. These underestimations result from a lack of consideration of differences in life-cycles between major taxa and from a failure to appreciate that automictic process in plants and fungi are described as matromorphic (Asker, 1980), autogamic (Drebes, 1977), apomictic (Klekowski, 1973) or as instances of self-fertilization (Fincham, 1983) rather than as automictic. The term ‘automixis’ is largely restricted to the zoological literature although even here synonyms have been used (see Table 1). These points are discussed in the following section. DEFINITIONS AND DESCRIPTIONS Reproductive processes that involve an egg cell Most reproductive processes involve a nuclear fusion-meiosis cycle. These can be classified using the ancestry of the fusing nuclei. If the nuclei are derived from different zygotes then the process is one of allogamy. If they are derived from the same zygote then the process is either autogamous or automictic. With autogamy the fusing nuclei are products of different meioses. With automixis they are products of the same meiosis. The nuclei which fuse in automictic reproduction may comprise any two of the four meiotic tetrad nuclei or their mitotic derivatives, or any two nuclei derived mitotically from a single tetrad nucleus. The genetic consequences of allogamy and autogamy are well documented (e.g. Falconer, 1981). Those for automixis have been described by White (1973) and Maynard Smith (1978) and will only be mentioned briefly here. If the nuclei which fuse are copies of a single tetrad nucleus then the progeny will be homozygous at all loci. If they are two of the tetrad nuclei or their derivatives then the levels of homozygosity in the progeny will be greater than that in the parent, with the identities of the nuclei being important in determining which loci are likely to become homozygous. Thus during the first meiotic division the egg mother cell gives rise to two nuclei (A and B) each of which gives rise to two derivatives (a,a and b,b) during the second meiotic division. If sister nuclei fuse (Le. a x a or b x b) homozygosity may increase automixis/asexual automixis/asexual automixis/asexual automixis/sexual matromorphy/asexual thelytoky/asexual (not described) (not described) (not described) (not described) automixis/asexual automixis/asexual automixis/asexual automixis/sexual (not described) parthenogamy/asexual (not described) automixis/sexual autogamylsexual (not described) (not described) (not described) (not described) (pre-)thelytokous/asexual (post-)automixis/asexual automixis/asexual (not described) automixis/sexual matromorphy/asexual thelytoky/asexual (pre- apomixis/asexual Diploidy restored by the Diploidy restored fusion of cleavage division following pre- or postnuclei (P) meiotic endomitosis (P) Diploidy restored by the fusion of meiotic tetrad nuclei (P) (not described) (not described) (not described) automixis/asexual apomixis/asexual automixis/sexual matromorphy/asexual thelytoky/asexual (not described) automixis/asexual Diploidy achieved by automictic restitution (P) self fertilization/sexual (not described) (not described) (not described) (not described) -/sexual self-fertilization/sexual (not described) Gametic automixis (G) ~ White (1973) Templeton (1982) Bell (1982) Asker (1980) Crew (1965) Lovis (1977) Walker (1979) Klekowski (1979) Drebes (1977) Fritsch (1965) Bold & Wynne (1978) Round (1973) Fincham (1983) Maynard Smith (1978) Reference Table 1. The nomenclature and reproductive status attributed in the literature to parthenogenetic (P) and gametic (G) forms of automixis. The confusion evident in the table is described in the text W w N 324 M.MOGIE between the centromere and the first chiasma but heterozygosity will be maintained for distal loci. If non-sister nuclei fuse (i.e. a x b) heterozygosity will be preserved for loci situated between the centromere and the first chiasma but may be lost for distal loci. The distinction made above between allogamy, autogamy and automixis is clear-cut. Regrettably, the definition of automixis has been extended to encompass three further processes, none of which involve nuclear fusion (Mayr, 1963; Suomalainen, Saura & Lokki, 1976; Bell, 1982). Two of these involve a reductional meiosis and endomitosis (during which the chromatids separate at anaphase but cell division does not occur, the doubled set of chromosomes being enclosed within the same nuclear membrane). In the first, meiosis produces a haploid cell which undergoes endomitosis to give a diploid egg which is homozygous at all loci and which develops parthenogenetically. In the second, the diploid egg mother cell achieves tetraploidy by endomitosis; meiosis then produces a diploid egg cell which develops parthenogenetically. During this meiosis only sister (i,e. replica) chromosomes are thought to pair. If this is the case then the progeny will be genetically identical to the mother, maintaining any heterozygosity present; however, heterozygosity will be reduced if non-sister (i.e. homologous) chromosomes occasionally pair. Maynard Smith ( 1978) does not consider this last endomitotic process to be automictic, identifying it simply as a form of thelytoky (a general term describing the parthenogenetic production of female progeny by a mother). The third process is restitutional; that is, following chromosome or chromatid separation during meiosis, the separated derivatives are enclosed within the same nuclear membrane, giving an unreduced egg which develops parthenogenetically. During this meiosis chromosome pairing and crossing-over are thought to be normal; the genetic consequences are therefore the same as those described for the fusion of two tetrad nuclei. (Another reproductive process, ‘diplosporous apomixis’, also relies on a restitutional meiosis but here restitution always occurs during the first meiotic division and there is little or no chromosome pairing or crossing-over, resulting in heterozygosity being maintained: see Nogler (1984) for a review of apomictic processes.) The taxonomic distribution of automixis Several factors help to determine the capacity of an organism to reproduce automictically, and the type of automixis to be expected. These include whether the organism is isogamous or anisogamous and, if the the latter, whether or not its life cycle contains a multicellular haploid stage. Isogamous organisms produce only one morphological type of gamete, and each gamete may fuse with any other unless incompatibility mechanisms intervene. Anisogamous organisms produce different morphological type of gametes, which are often described as male and female. Gamete fusion occurs between but not within morphs. In both anisogamous and isogamous organisms the gametes are produced by the haploid stage in the life cycle. In multicellular animals and in two algal groups (diatoms and Fucus species) the haploid stage is unicellular and comprises the gametes; mitosis is absent from this stage and the gametes arise through the differentiation of meiotic tetrad cells. In anisogamous plants and fungi and in isogamous organisms, the haploid stage is multicellular; here each tetrad cell AUTOMIXIS 325 divides mitotically to produce a multicellular stage which generates gametes (the cells comprising this stage may either associate to generate a multicellular body, as in bryophytes, pteriodophytes, seed plants and many fungi and algae, or each may exist as an independent unit, as in the confusingly named ‘unicellular’ fungi, algae and Protozoa). I n plants this haploid stage is called the gametophyte, and this terminology will be adopted to describe this stage in all organisms. Two types of gametophyte need to be distinguished for anisogamous organisms. In the first, each gametophyte generates both gamete morphs; fern biologists describe organisms producing this type of gametophyte as homosporous and this terminology will be applied throughout (e.g. Klekowski, 1979). In the second, each gametophyte generates only one of the gamete morphs; organisms producing this type of gametophyte will be described as heterosporous. In heterosporous organisms each meiosis gives rise to only one type of gametophyte and thus to only one type of gamete. As stated, the type of life-cycle experienced by an organism has a considerable influence on its capacity for automixis and on the type of automixis to be expected. Isogamous organisms and homosporous anisogamous organisms may undergo automixis by gamete fusion. Fusion may occur either between gametes produced by the same gametophyte (intragametophytic automixis) or between gametes produced by different gametophytes derived from different cells of a single meiotic tetrad (intergametophytic automixis). I n each case automixis is non-parthenogenetic, and will be facultative as gametes will also be able to fuse with others derived from different meioses. Many organisms are either isogamous or homosporous, including approximately 40 000 fungal species, 40% of the 30000 bryophyte species, 90% of the 12000 pteridophyte species and many of the 17 500 algal species. These forms of automixis may therefore be common. However, intergametophytic automixis may often be precluded as the haploid stage is often the main or only dispersal stage in the life-cycle of the organism. The probability that two gametophytes derived from the same meiosis will disperse into the same small area must be small, and most intergametophytic fusions will be autogamic or allogamic. The dispersal strategy of the haploid stage will not affect the incidence of intragametophytic automixis. However this form will be precluded by the presence of self-incompatibility systems. These are common within the fungi but intragametophytic automixis has nevertheless been recorded in a number of species; unfortunately these are typically described as examples of self-fertilization rather than of automixis (Ingold, 1973; Fincham, Day & Radford, 1979). The incidence of selfincompatibility among the algae is unknown. However, it is thought to be infrequent among the bryophytes and pteridophytes (Sporne, 1975; Smith, 1978; Klekowski, 1979), although this assumption is based on limited data and self-incompatibility may be more common than assumed. Nevertheless, numerous cases of intragametophytic automixis have been recorded in these taxa although they are typically described as being autogamic rather than automictic (Sporne, 1975; Page, 1979; Klekowski, 1979). Gametic forms of automixis are precluded in heterosporous organisms (seed plants, approximately 10% of fern species) and in those organisms with a unicellular haploid stage (multicellular animals, diatoms and Fucus species). In both groups each meiosis produces only one type of gamete and all fusions must therefore be autogamic or allogamic. However, non-gametic, parthenogenetic M. MOGIE 326 forms are not precluded, and have been recorded in diatoms, flowering plants and insects. Automixis in diatoms is achieved by the fusion of first or second division meiotic products to give a diploid egg which develops parthenogenetically. It occurs facultatively with autogamy and allogamy and is deemed to be a sexual process by Fritsch (1965), Round (1973) and Bold & Wynne (1978), who, however, describe it as autogamic rather than automictic, and by Drebes (1977) who describes it as being automictic (Table 1). However, Drebes (1977) misuses the term, adopting it as a synonym for self-fertilization, with the result that autogamic as well as automictic processes are defined as automictic. Automixis in the flowering plants is achieved by the two endomitotic processes described earlier (see Fig. 1) and by the fusion of cleavage division nuclei of a parthenogenetically developing haploid egg. It occurs facultatively with autogamy and allogamy and is considered to be an asexual process (see Asker, 1980, for discussion and references). These processes are typically described as being matromorphic rather than automictic (Table I ) , a situation which has led Maynard Smith (1978) to state incorrectly that automixis is absent from flowering plants, and Asker (1980), who believes ‘matromorphy’ 2 n Embryo I Mitosis to give mu1ticel lulor phase, Endomito& during EMC differentiation .1 4 n EMC I Reductional meiosis Restitut ional Reductionol meiosis meosis Part henogenesis Parthenogenesis followed by fusion between cleavage division nuclei s 2n Embryo Figure 1. Forms of parthenogenetic automixis in insects. The various types are fully explained in the text. Briefly, meiosis may be restitutional or reductional. A reductional meiosis may be preceded by an endomitosis, in which case reduction will restore the diploid number of chromosomes. If no premeiotic endomitosis occurs, then meiosis will give rise to haploid products. Here, diploidy may be restored following restitution at the second meiotic division, by endomitosis or by fusion between two of the tetrad nuclei. In all cases the diploid egg develops parthenogenetically. Alternatively, a reductional meiosis may give rise to a haploid egg which develops parthenogenetically to initiate a haploid embryo. Here the embryo achieves diploidy following the fusion of cleavage division nuclei. EMC = Egg mother cell. AUTOMIXIS 327 may be common, to state that it is rare. (Asker (1980) acknowledges the term ‘automixis’ but restricts its definition to encompass only the fusion of nuclei present in the female gametophyte; forms involving the fusion of tetrad or cleavage division nuclei, and forms involving restitution or endomitosis are described as matromorphic.) Insects probably show the widest range of parthenogenetic automictic processes of any taxonomic group. These are depicted in Fig. 1 and include the fusion of tetrad or cleavage division nuclei, restitution and pre- and post-meiotic endomitosis. The terminology used to identify these processes is also variable (Table 1). They are described as automictic (White, 1973; Maynard Smith, 1978; Bell, 1982; Templeton, 1982)’ apomictic (Templeton, 1982), thelytokous (Crew, 1965; Maynard Smith, 1978) and parthenogamic (Crew, 1965). They are also variously described as sexual (Bell, 1982) and asexual (Crew, 1965; White, 1973; Maynard Smith, 1978; Templeton, 1982). Finally it should be stressed that organisms which are able to undergo gametic forms of automixis may also undergo parthenogenetic forms. For example, a number of homosporous ferns undergo the (pre-meiotic) endomitotic form of automixis found in heterosporous flowering plants and in insects. However, this is recognized as a form of apomixis (the Dopp-Manton scheme of apomixis-Klekowski, 1973; and Table 1) rather than as a form of parthenogenetic automixis (Lovis, 1977; Walker, 1979; Klekowski, 1973, 1979). AUTOMIXIS AS A SEXUAL OR AN ASEXUAL PROCESS In the previous section, attention was drawn to disagreements over the status of automixis as a sexual or an asexual process. These disagreements involve parthenogenetic forms; forms which involve gamete fusion are seen to be sexual (e.g. Ingold, 1973; Smith, 1978). The extent of the disagreement over the status of parthenogenetic forms can be seen clearly in Table 1 which also depicts some of the terminological confusion relating to the description of automictic processes. This latter problem need not be dealt with further. However, the sexual or asexual status of automictic processes does require further consideration, not least because parthenogenetic forms have been compared with (sexual) allogamous systems in discussions of the relative advantages and disadvantages of sexual and asexual reproduction (e.g. Maynard Smith, 1978; Templeton, 1982). The conclusions resulting from these discussions may have to be modified if these forms of automixis can be shown to be essentially sexual. The disagreement surrounding the status of automixis largely results from the lack of a generally agreed definition of what constitutes sexual reproduction. Most of the numerous definitions given in the literature can be described as functional or mechanistic. Functional definitions stress the genetic consequences of reproduction rather than the processes involved, defining as sexual those methods which result in the production of novel genotypes. For example, Williams (1975) defines sexual reproduction as any process that involves nuclear fusion or that fails to preserve the parental genotype including (as a ‘degenerate’ form) the “artificially induced development of haploid eggs”. Similarly, Daly & Wilson (1983) define it as comprising any mode of reproduction that entails fusion of gametes to produce a genetically novel offspring; asexual reproduction is defined as comprising any mode of reproduction that does not entail fusion of gametes and thus produces offspring genetically identical to the parent. These 328 M. MOGlE two definitions of sexual reproduction are incompatible and both can be faulted. Each implies that gametic fusion will automatically result in the production of novel genotypes, which is simply not the case. It has been shown how certain forms of automixis can produce fully homozygous progeny. If one of these progeny then reproduced by (gametic) automixis or by autogamy then its progeny would be genetically identical to itself and to each other. Daly & Wilson ( 1983) also assume that parthenogenetic reproduction will always replicate the parental genotype rather than generating novel genotypes. This is obviously not the case for a heterozygous individual reproducing either by haploid parthenogenesis or by any form of parthenogenetic automixis other than that involving the pre-meiotic, endomitotic doubling of the chromosome (discussed in previous section). In contrast to functional definitions, mechanistic definitions emphasize the processes involved in reproduction rather than their genetic consequences. Sexual reproduction is defined as a process that involves meiosis and fertilization (e.g. Darlington, 1958; John & Lewis, 1975; Fincham, 1983). For example, Fincham ( 1983) defines sexual reproduction in eukaryotes as comprising “. . . the fusion of nuclei . . . at one stage of the life cycle, resulting in a double (or diploid) set of chromosomes, balanced at another stage by the restoration of the single set (haploid) condition by the process of meiosis”. Here, the parentage of the fusing nuclei and the nature of the resulting genotype are ignored. Such definitions are more robust than are functional ones but they can still be faulted. Thus Fincham’s (1983) definition excludes as a sexual process the fertilization of meiotically unreduced eggs even though this event may occur sporadically in most organisms, following an occassional breakdown of meiosis, and may have been important during angiosperm phylogeny (Harlan & DeWet, 1975). Occassionally, ontogenetic definitions appear. For example, Balinsky ( 1975) claims that “. . . in sexual reproduction, the new individual develops from one cell, the fertilized or parthenogenetically activated ovum”. This definition, which eschews a requirement for meiosis and fertilization, and for the production of novel genotypes, is probably unique in including diplosporous apomixis as a form of sexual reproduction. It is certainly an easy definition to apply, although it assumes all organisms are oogamous, and is generally unhelpful. These few examples are sufficient to illustrate the inconsistent way in which reproductive processes are defined. How sexual reproduction should be defined is a matter for debate, although a mechanistic definition would appear preferable to a functional one, at least until the function (or functions) of sex has been clearly delimited. Thus, no consideration should be given, in the definition, to the genetic consequences of sexual reproduction. This is reasonable, both because a single process, for example autogamy, can result in genetically novel or genetically uniform progeny, depending on whether the parent is heterozygous or homozygous, and because recombination may have evolved primarily as a DNA repair mechanism rather than as a means of generating novel genotypes (Maynard Smith, 1978). A suitable working definition can be suggested. This is that all reproductive processes which involve nuclear fusion are sexual, irrespective of the origin of the nuclei and of their (meiotically) reduced or unreduced status, and irrespective of the nature of the resulting genotype. AUTOMIXIS 329 With this definition all forms of gametic automixis will be classed as sexual, along with autogamous and allogamous processes, but so to would those forms of parthenogenetic automixis which involve the fusion of tetrad nuclei. In each of these processes a cell formed by the fusion of two nuclei goes on to develop into a new individual. 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