Conserv Genet
DOI 10.1007/s10592-011-0277-y
RESEARCH ARTICLE
Distinctiveness, rarity and conservation in a subtropical highland
conifer
Alicia Mastretta-Yanes • Ana Wegier •
Alejandra Vázquez-Lobo • Daniel Piñero
Received: 29 June 2011 / Accepted: 20 September 2011
Springer Science+Business Media B.V. 2011
Abstract Juniperus blancoi is a rare subtropical conifer
with a wide yet restricted distribution and three recognized
varieties. In this study, its ecological and genetic exchangeability are tested based on morphological descriptions,
habitat differences, size measures, growth form, population
genetics estimates and phylogeography, using the trnC-trnD
plastid DNA region. Populations show differences in their
habitat and morphological characteristics. Phylogeographic
structure indicates a complex evolutionary history of
expansion, fragmentation, and isolation processes. This
resulted in high haplotype diversity (h = 0.863) and differentiation values (Dest = 0.866 and Dest [ 0.5 in most pairwise comparisons) and a clear geographic structure with well
defined groups. As a consequence, although the species has
only 8 known populations, it must be divided into at least five
distinct conservation units. Thus protecting a rare species
Electronic supplementary material The online version of this
article (doi:10.1007/s10592-011-0277-y) contains supplementary
material, which is available to authorized users.
A. Mastretta-Yanes (&) A. Wegier A. Vázquez-Lobo
D. Piñero
Departamento de Ecologı́a Evolutiva, Instituto de Ecologı́a,
Universidad Nacional Autónoma de México, Apartado postal
70-275, Mexico, DF 04510, Mexico
e-mail: ticatla@gmail.com
Present Address:
A. Mastretta-Yanes
Centre for Ecology, Evolution and Conservation,
School of Biological Sciences, University of East Anglia,
Norwich NR4 7TJ, UK
Present Address:
A. Wegier
CENID-COMEF, Instituto de Investigaciones Forestales
Agrı́colas y Pecuarias, Mexico, DF 04010, Mexico
could imply the conservation of a complex evolutionary
history of non-exchangeable populations.
Keywords Rarity Evolutionary significant units
Conservation units Exchangeability Juniperus blancoi
trnC-trnD cpDNA
Introduction
It is common to use the words conservation and rarity
together. Usually, rare species are subjected to conservation
strategies because they represent some curiosity or because
they are under a greater threat than widely distributed taxa
(Bevill and Louda 1999; Soltis and Gitzendanner 1999), but
they can also be a natural product of the evolutionary processes affecting species. Rabinowitz (1981) delimited seven
different forms of rarity distinguished by dichotomous differences in local abundance (high-low), geographic range
(narrow-wide), and habitat specificity (wide-narrow). Such a
scheme accurately describes rarity in a spatial context, but
we must consider the temporal framework of rarity (Harper
1981): what is rare now may not have been before and vice
versa. Understanding rarity as an evolutionary issue implies
that species became rare by several means and with different
ecological and evolutionary implications. One of these
routes suggests that some species are rare because they could
have passed through a more pronounced process of fragmentation and isolation than other species (Rabinowitz
1981; Fiedler and Ahouse 1992; Kunin and Gaston 1993;
Bevill and Louda 1999). This coincides with the finding that
many ecosystems rich in rare species are often found in
isolated climates that potentially were more common during
glacial periods but became fragmented during interglacials
(Ohlemüller et al. 2008).
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Within Mexico’s temperate forests 25% of Juniperus
world taxa are present, and 58% of these are endemic
(Adams 2008). Many of these junipers and other Mexican
conifers are rare species reported from a few isolated populations or from only one locality (Farjon and Styles 1997;
Price et al. 1998; Adams 2008). Juniperus blancoi Martı́nez
is a rare species endemic to Mexico. It is in the Vulnerable D2
category according to the IUCN Red List of Threatened
Species (version 2.3; IUCN 2010), which means that it is
facing a high risk of extinction in the wild because its populations are restricted in area and in number. However, so far
it has not been included in the Mexican NOM-059SEMARNAT-2010 list of endangered species. Three varieties are recognized within the species: J. blancoi Martı́nez
var. blancoi; J. blancoi Martinez var. mucronata (R.P.
Adams) Farjon, and J. blancoi Martinez var. huehuentensis
R. P. Adams, S. González and M. González Elizondo
(Fig. 1). The species occurs in the Sierra Madre Occidental
(SMO) and Trans Mexican Volcanic Belt (TMVB) mountain
ranges. This means that its distribution range is from
Northwest to Central Mexico (Fig. 2a), which corresponds
to more than 1,150 km separating its northern and southern
distribution limits (Table 2), but only eight localities
(Table 1) occupying a total area of less than 10 km2. As with
other rare conifers (Molina-Freaner et al. 2001; Cuenca et al.
2003) this distribution suggests that the species would need
special conservation strategies that consider variation at the
population level.
Conservation below the species level has been broadly
discussed, determining the importance of creating conservation units (CUs) within a species (Ryder 1986; Waples
1991; Dizon et al. 1992; Avise 1994; Vogler and DeSalle
1994; Crandall et al. 2000; Fraser and Bernatchez 2001).
Also, the pragmatic urge to protect irreplaceable units of
biodiversity, called Designatable Units, from becoming
extinct or extirpated from a jurisdiction has been stated by
Green (2005).
Conservation units are mostly defined using Evolutionary Significant Units (ESUs), a population unit that merits
separate management and has a high priority for
conservation (Ryder 1986). Fraser and Bernatchez (2001)
reviewed different methodologies to define them and concluded that designating ESUs should be done flexibly from
a practical standpoint on a case-by-case basis, remembering the overarching conservation goals when confronted
with a lack of sufficient data. They defined ESUs as a
lineage demonstrating highly restricted gene flow from
other lineages within the higher organizational level
(lineage) of the species, stating that to maximize the
probability of protecting the genetic variance within a
species it is necessary to consider both the historical and
the ecological evolutionary forces that gave rise to the
isolated lineages.
Crandall et al. (2000) presented an operational criterion
for determining the genetic and ecological distinctiveness
of populations in terms of rejection of the null hypotheses,
both recent and historical, of genetic and ecological
exchangeability. Genetic exchangeability is the factor that
defines the limits of spread of new genetic variants through
gene flow. It is rejected when there is evidence of restricted
gene flow between populations obtained from molecular
markers or the existence of geographic barriers (Crandall
et al. 2000). The central idea of ecological exchangeability
is that individuals moved between populations will occupy
the same ecological niche or selective regime. The null
hypothesis of ecological exchangeability is rejected when
there is evidence of population differentiation in heritable
traits of life history, morphology, habitat, and quantitative
trait loci, owing either to natural selection or genetic drift
(Crandall et al. 2000).
In this study, we describe J. blancoi’s rarity and its
populations’ characteristics in order to test whether or not
they are ecological and genetically exchangeable, following Crandall et al.’s (2000) proposal. CUs were defined
based on a pragmatic standpoint to delimit irreplaceable
units within the species (Fraser and Bernatchez 2001) and
on the urgency to recognize if they need protection (Green
2005). This is important for the sake of conservation of the
species, and relevant to the study of the evolutionary history of the endemic-rich forests it inhabits.
Fig. 1 Species habitat and morphological variation. a J. blancoi var.
blancoi, trees [20 m high growing close to a stream in a humid glen
in La Preciosita. b J. blancoi var. huehuentensis, a prostrate shrub
form at the summit of Cerro Huehuento. c J. blancoi var. mucronata,
shrubs and trees 3–9 m high growing in rocky riverside
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Fig. 2 Geographic distribution of genetic variation of J. blancoi
(trnC-trnD cpDNA) across the species range. a Haplotype distribution
and frequency in J. blancoi populations: i Yécora; ii Cerro Mohinora;
iii Cerro Huehuento; iv El Salto; v Rı́o Patitos; vi Presa Brockman; vii
San José del Rincón and viii La Preciosita. See Table 1 for J. blancoi
varieties. Haplotypes color coding as in (b). Hydric regions are shown
as filled areas, biogeographical regions are delimited with lines: SMO
Sierra Madre Occidental and TMVB Trans Mexican Volcanic Belt.
b Haplotype network showing hypothesized relationships among
haplotypes. The circle size indicates the relative frequency of each
haplotype. Missing haplotypes are represented as open circles. The
kind of mutation of each mutational step is indicated as: *
substitution; inversion and u indel, details in Online Resource
1. c Phylogenetic relationships between J. blancoi haplotypes (H1–
H10), J. scopulorum (J.s. 10933, 10935) and J. virginiana (J.v. 10220,
10221) constructed using MP Bootstrap values based on 1,000
repetitions are above the branches
Methods
height and diameter. General environmental conditions and
land use were established with field observations and
CONABIO (1999) data.
Tissue samples of species closely related to J. blancoi
(Mao et al. 2010): J. scopulorum and J. virginiana (from
Arkansas and New Mexico, respectively), were provided
by Robert P. Adams (BAYLOR Adams No. 10220–10222
and No. 10933–10935). As an outgroup, one sample of
Callitropsis forbesii (El Dieciseis, Baja California at
32280 0600 N, 16340 5800 W) was provided by P. Rosas and
D. Gernandt from the Instituto de Biologı́a, Universidad
Nacional Autónoma de México.
Sampling and description of populations
All eight known populations of J. blancoi and its varieties
(Table 1) were sampled during 2008 and 2009. In the
riparian populations, collections were made from both
sides of the stream beds along a 1 km transect, allowing
20–25 m between individuals. In the subalpine populations, samples were collected all over the mountain top,
allowing at least 15 m between specimens. Fresh leaves of
20–22 adult (unless otherwise specified) individuals per
population were collected and stored on ice for transportation to the laboratory, and then stored at -70C. Herbarium specimens were deposited at the Herbario Nacional
de México (MEXU; AMY 001-009 and 016). Conservation
conditions and threats were described based on field
observations and land use.
Height, diameter, sex and growth form of each individual were recorded. A one-way ANOVA was performed
to search for significant differences between populations in
DNA isolation and genotyping
DNA extraction of each sample was performed with a
MINI-PREP CTAB method modified of Vázquez-Lobo
(1996) and corroborated in a 1% agarose gel dyed with
0.1% ethidium bromide.
The trnC-trnD cpDNA region was amplified with
primers trnC and trnD (Demesure et al. 1995), in a final
123
123
N estimated number of established trees in the population; n number of sampled trees; h haplotype diversity; k number of haplotypes; BAPS group according to BAPS analyses
* Differences of values followed by the same letter are not significant (P \ 0.05) for the height (a–d) and diameter (e–g), standard deviations are shown in brackets
8
0.528 (3)
19.445106, -98.574342
J. blancoi var. blancoi
(viii) La Preciosita
15.8 (SD = 5.8) d
42.8 (SD = 18.9) g
200 (21)
6
7
0.627 (3)
0.706 (4)
22 (22)
90 (18)
19.762528, -100.149361
19.652639, -100.124083
22.3 (SD = 12.8) f
46.1 (SD = 17.9) g
(vii) San José del Rincón
7.4 (SD = 3.6) c
J. blancoi var. blancoi
J. blancoi var. blancoi
(vi) Presa Brockman
14.1 (SD = 3.8) d
5
4
0.524 (2)
21.351944, -103.567389
22.7 (SD = 9.9) f
5.7 (SD = 3.1) a,c
J. blancoi var. blancoi
(v) Rı́o Patitos
2.7 (SD = 1.1) b
J. blancoi var. blancoi
(iv) El Salto
–
J. blancoi var. huehuentensis
(iii) Cerro Huehuento
50 (19)
150 (21)
23.756317, -105.378333
8.3 (SD = 6.6) e
0.524 (2)
2
3
270 (21)
24.075028, -105.739500
–
0 (1)
1
0 (1)
300 (17)
25.960110, -107.050288
0.544 (3)
220 (21)
28.374722, -108.763056
J. blancoi var. huehuentensis
–
12.9 (SD = 5.4) e
4.8 (SD = 1.6) a,b
J. blancoi var. mucronata
(i) Yécora
(ii) Cerro Mohinora
–
Height (m)*
Taxon
Population
Table 1 Biological characteristics, estimates of genetic diversity and genetic structure in populations of J. blancoi
N (n)
Lat, long
Diameter (cm)*
h (k)
BAPS
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volume of 35 ll, under the following PCR conditions: (1)
5 min of initial denaturation at 80C, (2) 95C for 1 min,
58C for 4 min (30 cycles), and (3) 10 min of final
extension at 66C (modified from Shaw et al. 2005).
Reaction success and expected product size were confirmed on a 1.2% agarose gel dyed with 0.1% ethidium
bromide. PCR products were purified and sequenced at the
High-Throughput Genomics Unit (HTGU), University of
Washington. Due to the region length and molecular
characteristics, internal primers for sequencing were
designed (pNpM and psbM54; Online Resource 2) based
on J. scopulorum sequences (GenBank accession numbers
EF608988, EF608989 and EF608990). Sequencing was
done in both directions. A total of 160 resulting sequences
were manually aligned using BioEdit Sequence Alignment
Editor 7.01 (Hall 1999). Sequences of the haplotypes found
are available at GenBank (accession numbers HQ651894HQ641908).
Regions trnS-trnG2S (Shaw et al. 2005) and T-trnL-trnF
(Taberlet et al. 1991) were also explored, but no variation
was found.
Genetic analyses
Haplotype diversity (h) and haplotype number (k) were
calculated using Arlequin 3.5.1.2 (Excoffier et al. 2007) for
each population and for the whole sample. Indels of more
than 1 bp and an inversion were considered as a single
mutational event (Müller 2006), coded as a single gap and
treated as a fifth state for all analyses except those of
demographic history and neutrality tests, for which they
were excluded. Only non-coding regions were used (trnCpetN, petN-psbM, psbM-trnD) for a total of 1351 bp
aligned length.
Genetic structure was evaluated using different
approaches. First, Dest (Jost 2008) was calculated using
SMOGD 1.2.5 (Crawford 2010) with 1000 bootstrap replicates. SMOGD works with diploid data, so sample sizes
were doubled before running it. Second, a Bayesian spatial
analysis of population structure was performed with BAPS
5.1 (Corander et al. 2008), which uses stochastic optimization to find the optimal partition. Simulations were run
from K = 2 to K = 10 with 100 replicates for each K, for
clustering of groups of individuals and spatial clustering of
groups (Corander and Marttinen 2006). Phylogenetic relationships of haplotypes were inferred using Maximum
Parsimony (MP) as implemented in PAUP* 4.0b10
(Swofford 2003), including the sequence from C. forbesii
as outgroup and coding gaps as a fifth state and as a single
event in the case of the indels of more than one bp. Trees
were found through a branch-and-bound search with 100
replicates of branch swapping by tree bisection and
reconnection (TBR). Branch support values were estimated
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Table 2 Geographic distance (lower diagonal) and genetic differentiation (Dest, upper diagonal) between J. blancoi populations
Yécora
Yécora
Cerro
Mohinora
Cerro
Huehuento
El Salto
Rı́o
Patitos
Presa
Brockman
San José Rincón
La
Preciosita
1
1
1
0.296
1
1
1
0.840
0.833
1
1
1
1
0.360
1
1
1
1
1
1
1
1
0.846
0.519
0.674
0.316
0.757
Cerro Mohinora
•
Cerro Huehuento
•
•
El Salto
j
•
h
Rı́o Patitos
j
j
•
•
Presa Brockman
m
j
j
j
•
San José del Rincón
La Preciosita
m
m
j
m
j
m
j
m
•
j
h
•
0.504
•
Categories for geographic distance: filled triangle larger than 900 km; filled square from 400 to 899 km; filled circle from 150 to 399 km; open
square from 14 to 50 km. There are no populations separated by 51–149 km
from 1000 replicates of bootstrap. TCS version 1.21
(Clement et al. 2000) was used to infer haplotype networks
using statistical parsimony (Templeton et al. 1992) with a
confidence limit of 95%.
In order to test for isolation by distance, Mantel tests
were performed between the Dest and geographical distance
matrices with 10,000 permutations in Arlequin 3.5.1.2
(Excoffier et al. 2007). A distance matrix was generated
using the logarithm of geographic distance (Rousset 1997),
calculated with Geographic Distance Matrix Generator
1.2.3 (Ersts 2009).
Possible population expansion was explored with Tajima’s D-test (1989) and Fu and Li’s Fs test (1993). Both
analyses were performed in Arlequin 3.5.1.2 (Excoffier
et al. 2007) using only the nucleotide differences, so the
sample was reduced to three haplotypes (H1, H5 and H7,
Online Resource 1).
morphology. Differences in growth form and quantitative
traits within populations of the type variety can be considered as evidence to reject the hypotheses of recent
ecological exchangeability.
Exchangeability
Results
Categories of population distinctiveness based on rejection
or failure to reject the null hypotheses (H0) of genetic and
ecological exchangeability were assessed. The null
hypothesis of genetic exchangeability is rejected when
there is evidence of restricted gene flow between populations and the ecological exchangeability is rejected when
there is evidence of population differentiation (Crandall
et al. 2000). Historical genetic exchangeability can be
rejected if evidence from isolation is found according to
Dest, BAPS, and haplotype networks. Recent genetic
exchangeability is rejected when gene flow is determined
to be not likely due to geographic isolation, geographic
distance, and reproductive biology.
Historical ecological exchangeability is rejected with
the presence of varieties within the species as evidence of
differences in habitat, environmental conditions, and
Juniperus blancoi populations and rarity
Conservation units
Conservation units were defined following a qualitative
approach. Fraser and Bernatchez’s (2001) practical criteria
for defining ESUs and Green’s (2005) recommendations
for recognizing populations in need of protection were
used. Starting with all the populations grouped according to
BAPS, they were re-grouped considering the variety,
habitat, growth form, morphological differences, and evolutionary history that comprise the ecological and genetic
distinctiveness of each population.
The species has eight known populations and three recognized varieties (Table 1). J. blancoi var. blancoi grows
exclusively in stream margins as trees or shrubs from 2 to
25 m in height (Adams and Zanoni 1979; Zamudio and
Carranza 1994; Pérez-de la Rosa and Carrillo-Reyes 2003).
J. blancoi var. mucronata shows foliar differences with
respect to other varieties (Adams 2000). It is a riparian tree
or shrub of shorter height and constitutes the northernmost
population of the species. J. blancoi var. huehuentensis is a
subalpine, prostrate shrub form that grows on bedrock and
very thin soil on the upper slopes of some of the highest
peaks of the Sierra Madre Occidental (Adams et al. 2006).
All populations were sampled. Five of the locations
were discovered within the last 10 years, including La
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Table 3 Main environmental and morphological characteristics of J. blancoi’s CUs
CU
Taxon
Populationsa
Habitat
Elevation (masl)
Growth form
I
J. blancoi var. mucronata
i
Riparian, rocky soil
1,300
Shrub–tree
II
J. blancoi var. huehuentensis
ii and iii
Subalpine, mountain summit, rocky soil
3,150–3,200
Postrate shrub
III
J. blancoi var. blancoi
iv
Riparian, deep & partially rocky soil
2,500
Shrub–tree
IV
J. blancoi var. blancoi
v
Riparian, rocky soil
1,700
Shrub–tree
V
J. blancoi var. blancoi
vi–viii
Riparian, deep soil
2,700–2,800
Tree
a
Numerals correspond to populations as in Table 1
Preciosita and Cerro Mohinora (collected in 2008 and
2009, respectively), for which this is their first public
report.
The species grows from 1,350 to 3,250 masl, but such
extremes correspond to J. blancoi var. mucronata and
J. blancoi var. huehuentensis, respectively, while the
populations of the type variety were found around
2,700 masl (Table 3).
There was phenotypic variation in tree diameter and
height among some populations. Considering the maximum values per population, J. blancoi var. blancoi height
varied from 5 to 26 m and from 28 to 82 cm in diameter,
with some populations showing significant differences
(Table 1). It was not possible to measure J. blancoi var.
huehuentensis height and diameter due to its form of
growth (prostrate shrubs). With regard to sex, each population had a 1:1 ratio of males:females.
Genetic variation and structure
A total of 1555 bp (aligned length) cpDNA were
sequenced, 202 bp of these correspond to the petN (90 bp)
and psbM (112 bp) genes, while the rest correspond to the
intergenic spacers (Online Resource 1). In such non-coding
regions, three different kinds of mutations were found:
SNPs, indels, and inversions, which generated 12 polymorphic sites and 10 different haplotypes in J. blancoi
(Online Resource 1). The most frequent haplotypes were
H5 (20%), H7 (19.37%), and H1 (17.5%).
Haplotype diversity was high (hT = 0.863), but the
diversity in each population differed across the range
(Table 1). The TMVB populations showed more diversity
than the ones from SMO (Fig. 2a). The population with the
highest diversity was Presa Brockman, followed by San
José del Rincón (he = 0.706 and 0.627 respectively), while
Yécora and Cerro Huehuento had a fixed haplotype (H5
and H7, respectively; Table 1). No haplotype is present in
all populations, 50% of the sampled haplotypes are private
to a given population, and half the populations have at least
one private haplotype (Fig. 2a).
While some populations are not genetically diverse,
differences in haplotype composition were found all over
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the range (Fig. 2a), which increases the total diversity and
differentiation values. Most pairwise Dest estimates were
large even between geographically close populations
(Table 2). For example, San José del Rincón and Presa
Brockman, which are 14 km from each other, had a
Dest = 0.316. There is a strong total species differentiation,
as shown by Dest = 0.866.
A test of clustering of groups of individuals performed
with BAPS showed eight as the number of best partitions,
with a Log (marginal likelihood) = -1315.0915. Spatial
clustering also showed eight with a slightly larger Log
(marginal likelihood) = -1330.5763.
Two different haplotypes were found in J. scopulorum
and two in J. virginiana out of the three samples provided
from each species. Indels, SNPs and microsatellites were
found (272–286 and 279–298 regions shown in Online
Resource 1). MP tree (Fig. 2c) shows that J. blancoi’s
haplotypes are paraphyletic. The node of the H5 haplotype
is not resolved. The phylogenetic tree illustrates that the
geographic distribution of the haplotypes is congruent with
the conformed clades: H1 and H5 are in both SMO and
TMVB; while H6, H7, H9 and H10 are only in SMO and
H2, H3, H4 and H8 are only in TMVB.
The Mantel test showed a significant correlation
between Dest and geographic distance (r2 = 0.629, P =
0.003).
Tajima’s D-test and Fu and Li’s Fs-test were statistically
non significant (D = 0.798, P [ 0.1 and F = 1.125,
P [ 0.1, respectively) so the sudden expansion hypothesis
was rejected.
Exchangeability and conservation units
The two hypotheses of genetic and ecological exchangeability were rejected. As discussed below, evidence to state
this are the distribution of the species and form of rarity; its
marked genetic structure; high differentiation; morphological differences (both in the form of taxonomic varieties
and size and growth form variance); range of environmental conditions; evolutionary history, and dispersability.
This corresponds to Crandall et al. (2000) Case 1 of distinctiveness. Five CUs are proposed (Table 3).
Conserv Genet
Discussion
Genetic exchangeability
Juniperus blancoi form of rarity
Genetic exchangeability is rejected when there is evidence
of restricted gene flow between populations (Crandall et al.
2000). Due to the nature of the data it was not possible to
measure gene flow or to estimate the precise time to the
most recent common ancestor (tMRCA). However, the
hypothesis of historical genetic exchangeability was
rejected because the high Dest values, 8 BAPS groups, the
presence of private haplotypes, and the fact that missing
haplotypes are needed to connect the haplotype network
suggest that at least in the SMO populations, a fragmentation process could have occurred in the past, followed by
restricted gene flow between populations. The hypothesis
of recent genetic exchangeability was also rejected because
the species has a geographic distribution characterized by
small populations separated by long distances, along with
specific habitat preferences and possibly a low dispersability, all of which suggest restricted gene flow between
the current populations.
Strong fragmentation could be suggested by the high
pairwise Dest values (Table 2) found among populations.
Such differentiation is also the explanation for J. blancoi’s
high variation: even if many populations are not highly
diverse, differences in the haplotype composition and the
presence of private haplotypes increase total diversity.
Haplotype composition and diversity is such that, according to BAPS, individuals cluster together in eight different
groups that correspond exactly to each population
(Table 1); the same result was obtained following the
spatial clustering of groups. Such structure could be a
consequence of fragmentation processes, an idea also
suggested by the missing haplotypes (Fig. 2b) between H5,
H1 and H7 (although they could also be present in existing
but not yet described populations, see below). Palaeontological evidence shows that neartic plant genera (as Juniperus is considered to be) entered Mexico from the north
during the late Cenozoic and became very well represented
during the Pliocene (Graham 1993). Afterward, it seems
that some species could have undertaken phases of isolation and recontact along mountain corridors (e.g. JaramilloCorrea et al. 2008; Gugger et al. 2011) as a consequence
of altitudinal changes in their distribution during the
Pleistocene’s glacial cycles (Lozano-Garcı́a et al. 2005;
Ortega-Rosas et al. 2008). It is possible that J. blancoi was
similarly affected by events in the past, with population
fragmentation and isolation as one of the consequences.
Isolation could have been produced by physical distance
and/or ecological differences that could be maintained up
to the present. The Mantel test showed a significant correlation between differentiation and distance, which is not
surprising in populations separated by up to 900 km
(Table 2). In junipers, chloroplast inheritance is paternal
Juniperus blancoi populations are small and scattered
across its distribution range. Riparian populations follow
waterways for only about 1–3 km and then disappear even
if the forest is not perturbed. In the populations showing the
least human intervention (La Preciosita, Cerro Mohinora,
and Cerro Huehuento) no more than 300 adult individuals
were found in the entire area (approximately 2.2, 3, and
4 ha, respectively). The species area of occupancy is not
greater than 10 km2, but it is locally dominant. In a previous study in La Preciosita (Nepomuceno-Martı́nez et al.
2007) 95% of the trees with a diameter C1 m sampled at
each side of the stream were J. blancoi. Gadow’s mixture
index (del Rı́o et al. 2003) was close to zero (DM =
0.062), which means that it is an almost pure mass of the
species. Although there is no similar analysis for the other
populations, their characteristics are very similar: few
scattered individuals of other tree species are found, if any,
at each locality. Thus, J. blancoi distribution is wide yet
restricted, and it is dominant in its very particular niche.
This is a specific form of rarity according to Rabinowitz’s (1981) matrix and, most probably (see discussion
below), this species could owe its distribution to environmental changes in the Pleistocene, which implies that it
could be labeled as a long time and narrowly distributed
rare species according to the classification of Fiedler and
Ahouse (1992). These authors describe taxa in this category as those distributed over a small area (or highly
clumped) for a long period of time, but also those (like
Sequoia sempervirens) that historically were not rare, but
are so today.
There are many other rare conifers in Mexico (Farjon
and Styles 1997; Adams 2008) that also could have had
broader distributions during cold periods in the past.
However, little is known about how Quaternary climate
fluctuations affected cold-adapted species in tropical and
subtropical latitudes, so it is difficult to assign them to
accepted categories of refugia (Stewart et al. 2010).
It is a common belief that rare species should have little
genetic variation due to their small population sizes, but
various studies have shown that rare species have similar or
greater genetic variation than widely distributed species
(Gitzendanner and Soltis 2000; Molina-Freaner et al. 2001;
Newton et al. 2002; Kettle et al. 2007; Rosas Escobar et al.
2011). J. blancoi has high genetic variation (hT = 0.863),
that is greater than that reported in a similar study with
cpDNA sequences in the Chinese J. przewalskii (hT =
0.568, Zhang et al. 2005), of wider distribution. This again
highlights the importance of considering the historic processes behind rarity.
123
Conserv Genet
(Neale et al. 1989; Mogensen 1996) and pollen is distributed by wind. Due to the smaller effective population size
of cpDNA compared with nDNA, lower differentiation
values could be expected. However, pollen movement is
not so easy; in some pines a single grain does not travel
more than 300 m (Lian et al. 2001). It is true that in other
pines effective pollen flow (up to 4.4%) was detected from
a population located 100 km away (Robledo-Arnuncio
2011), however that was a considerably large population.
Mentioning this is important because pollination success
depends on finding a fertile ovuliferous cone, so it is
related to population density. Due to small population sizes
and large distances between localities, pollen flow between
current populations of J. blancoi seems unlikely, especially
for population pairs separated by more than 150 km
(Table 2). Similarly, it is likely that seed dispersion would
not be high because seeds are not winged. However, it is
known that the fleshy female cone typical of the genus
serves as food for some birds and small mammals (Santos
et al. 1999). There is no specific study for this species, but
young plants are commonly close to pocket gopher burrows
(AMY personal observation); these animals are characterized by low mobility and marked genetic differentiation
and structure (Patton and Yang 1977; Hafner et al. 1987),
so it is likely that they would not disperse the seeds far
away.
Ecological exchangeability
We consider the marked genetic structure, the presence of
different clades in the haplotype network (Fig. 2b), and the
existence of different varieties as evidence to reject the
hypothesis of historical ecological exchangeability. As
discussed below, this differentiation could be related to
hydrological and climatic changes in the study area, leading some of the species’ populations to isolation under
different environmental conditions, which could be related
to the morphological differentiation of its described varieties. However, there is also variation within J. blancoi var.
blancoi populations (Table 1) that could indicate that these
localities are under different environmental regimes as
well.
In the last 3.5 Myr, orographic and climatic changes
occurred in SMO and TMVB. The direction of the streams
and the basin limits varied until reaching the present conformation (de Cserna and Álvarez 1995), and the conditions dried up and became hotter at the end of the
Pleistocene (McAuliffe and Van Devender 1998; Herbert
et al. 2001; Caballero and Guerrero 1998; Metcalfe et al.
2000).
Geographic barriers and changes in the connectivity of
streams could have isolated J. blancoi populations. For
example, Rı́o Patitos (SMO), Presa Brockman and San José
123
del Rincón (TMVB) populations are found in the LermaSantiago Basin (Fig. 2a), which used to include a larger
system of lakes and streams that dried up during different
events in the Pleistocene (West 1964). At the same time,
suitable habitat could have decreased due to changes in
climatic conditions. Oaks and coniferous forests from SMO
and TMVB are currently separated by dry forest and
xerophytic shrub (principally), but according to paleoclimatic studies such areas could have had coniferous forest
including junipers in the past (Lozano-Garcı́a et al. 2005;
Vazquez and Gaston 2004).
Populations recognized as varieties could have been
isolated under specific environmental conditions. Particularly on mountain tops where J. blancoi var. huehuentensis
(Fig. 1b; Table 3) inhabits, local adaptation could have
developed. Morphological differentiation (prostrate shrub,
leaves protecting seed cones) possibly associated with a
colder mountaintop without running water (Adams et al.
2006) could be considered evidence of this.
Regarding the variation within J. blancoi var. blancoi,
TMVB individuals are large trees, up to 20 m high, that
grow in deep soils next to small water streams (Fig. 1a),
while the SMO population are significantly smaller trees or
even shrubs growing either on a very rocky river side (Rı́o
Patitos) or in deep soil but with the rocky formations (El
Salto) of a small water stream. The San José del Rincón
population is significantly smaller than the other two
TMVB populations; however, we believe this to be an
effect of human intervention. This population is endangered in terms of conservation, so very young trees were
collected in order to have enough samples. This lowered
the height and diameter means, but some large trees, up to
15 m high, were also found.
Variation in height, diameter and growth form could be
explained by phenotypic plasticity; however, it has been
proven that they also have a genetic component (Bradshaw
1965; Kaya et al. 1999; Sultan 2000, 2003) related to
adaptations to local environmental conditions, such as
differences in temperature and habitat (Table 3). Provenance tests showing differences in drought and frost tolerance between other conifer genera can be found
elsewhere (e.g. Oleksyn et al. 1998; Blada and Popescu
2007; Laguna et al. 2008; Reich and Oleksyn 2008). For
the Mexican region, there are some studies showing
smaller, twisted pines in drier and colder populations in the
north and larger and straight trunk trees in warmer and
more humid populations in the south (Viveros-Viveros
et al. 2005; Saenz-Romero et al. 2006; Saenz-Romero and
Tapia-Olivares 2008). There is no common garden study
for J. blancoi, but likely it would correspond to the
described differences among populations. So even if the
height, diameter and growth form are not characteristics
defining the species, we consider them to be evidence to
Conserv Genet
reject the hypotheses of recent ecological exchangeability
in J. blancoi.
Conservation units
As stated above, there is genetic and ecological evidence to
suggest that J. blancoi populations have restricted gene
flow and have begun to show phenotypic differences possibly related to differences in environmental conditions and
long-term isolation. This is congruent with Fraser and
Bernatchez’s (2001) definition of ESU as a lineage demonstrating highly restricted gene flow from other such
lineages within the higher organizational level of the species. The rejection of ecological and genetic exchangeability, both historical and recent, as proposed for
J. blancoi, is Crandall et al.’s (2000) Case 1 of distinctiveness. This means that populations, or population groups
within the species, should be considered as separate units.
Five CUs are proposed (Table 3). CU I consists of the
Yécora population (Fig. 1c), recognized as J. blancoi var.
mucronata. It is fixed for the haplotype H5, which could be
the ancestral. This population could be considered a remnant of the older and more northern distribution of the
species. It grows in a small temperate flora region within
arid vegetation. Although it is in a marked glen of difficult
access both for humans and livestock, it is a small population in the middle of agricultural land, so it has a certain
level of threat. CU II would correspond to J. blancoi var.
huehuentensis. Although these populations share a haplotype (H7) with a population of J. blancoi var. blancoi (El
Salto), we considered them as a separate unit because the
individuals of the subalpine variety are morphologically
distinctive shrubs that grow on rocky soil above 3,150 masl
(Fig. 1b). As discussed before, this makes them non-ecologically exchangeable with El Salto, and possibly implies
restricted pollen flow between populations. There is no
human pressure on these high altitude areas, which are
within a Natural Protected Area and a community forest
management unit, so climate change seems to be the only
threat for them. CU III would correspond to the El Salto, as
it seems to be non-exchangeable with the other populations
of the same variety: it is in a different clade than them and
has its own private haplotype (Fig. 2); the geographically
closest population (Rı́o Patitos) is *200 km away, in a
different basin (Fig. 2a) and a much more rocky environment (Table 3); the other populations, while more similar
in habitat, are farther away in the TMVB. The El Salto
population is mainly in the middle of pasturelands, where
soil is eroded, few trees remain and cows do not allow the
establishment of new plants. CU IV, the Rı́o Patitos population, also corresponds to the type variety. It represents,
both geographically and historically, the intermediate
population between SMO and TMVB: physiographically it
grows in the former, hydrographically in the latter, and it
shows a genetic composition (haplotypes H1 and H5)
related to both (Fig. 2). Its habitat and growth form are
similar to those of the Yécora population; however, it does
not share the morphological differences in the leaves. From
the conservation perspective it is also in a similar situation
to Yécora. Finally, CU V corresponds to the TMVB distribution of J. blancoi var. blancoi (Fig. 1a). The highest
genetic variation is found here; haplotypes are in a
monophyletic clade (Fig. 2c) and are restricted to the area
except for H1, which links them to the SMO populations.
This CU could be the most recent lineage of the species,
and seems to be less historically fragmented than the SMO
populations. However, the Presa Brockman and San José
del Rincón populations, especially the former, are highly
threatened because they are in the middle of agricultural
land. In San José del Rincón there are fewer than 25
individuals. La Preciosita is safe in a community forest
reserve, so if necessary junipers from here could be used to
help to rescue the other TMVB populations.
As regards the finding of recently discovered populations, if new localities appear, they would probably also be
small and restricted to a specific area; otherwise they would
had been described already. It is difficult to tell what their
genetic variation might be, but it is possible that they could
contain some of the missing haplotypes (Fig. 2b) or present
some of the current main haplotypes along with new private ones, as was the case in La Preciosita and Cerro
Mohinora. Thus, finding more small populations will imply
that the species will continue to be considered rare, with a
fragmented distribution and a marked genetic structure.
This species is a good example of how population units
could show different conservation status (and need different conservation strategies) than if considering the species
as a single entity. This is not only because of their evolutionary background, but as highlighted by Green (2005),
also for its present conservation conditions. Although not
differentiated as species, we propose that these CUs represent non-exchangeable evolutionary units whose conservation must be considered independently.
Conclusions
The form of rarity of J. blancoi must be related to history.
Its wide distribution in isolated small populations that show
an overall high genetic diversity and large differentiation
could be a consequence of fragmentation and isolation of a
wider distribution; such fragmentation could be related to
Quaternary climate fluctuations. Other subtropical and
tropical conifers characterized by presenting rare distributions and morphological variation (as, for example, many
Mexican endemic pines and junipers do; Farjon and Styles
123
Conserv Genet
1997; Adams 2008) could also show this behavior (MolinaFreaner et al. 2001; Newton et al. 2002; Cuenca et al.
2003). Thus, showing that J. blancoi’s evolutionary history
has led to ecological and genetic distinctiveness within its
populations is important not only for its conservation, but
also as part of the necessary steps to increase the evolutionary understanding of biodiversity in one of the hot
spots of conifer species. J. blancoi conservation should be
taken not as a single entity, but as the above-mentioned five
CUs representing lineages that are historically, ecologically
and genetically distinct from each other. Conserving these
small populations has consequences in conserving a complex evolutionary history of non-exchangeable populations.
As a species, J. blancoi must be listed in the Mexican
NOM-059-SEMARNAT-2010 list of endangered species,
and its category in the IUCN Red List should be reviewed.
The ecological and genetic distinctiveness of its populations should be considered when doing so.
Acknowledgments We thank La Preciosita and Cerro Huehuento’s
communities for conserving the species populations and helping us
during the sampling; Pilar de la Garza, Felipe Nepamuceno and
INIFAP for initial studies; Socórro González, David Ramı́rez, CIDIIR-Dgo. Francisco Molina, and Jose F. Martı́nez for populations
finding and field logistics; Oscar Rodrı́guez ( ) for lab assistance;
Robert Adams for taxonomic assistance and outgroup samples; David
Gernandt, Juan Pablo Jaramillo, Valeria Alavez, Alyson Lumley and
two anonymous reviewers for manuscript revision. Funding by Secretarı́a de Medio Ambiente y Recursos Naturales (SEMARNAT) and
Consejo Nacional de la Ciencia y la Tecnologı́a (CONACYT) project
0201-A-1 to DP is acknowledged.
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