J Plant Res (2012) 125:55–69
DOI 10.1007/s10265-011-0422-1
REGULAR PAPER
Chromosome diversity and evolution in tribe Lilieae (Liliaceae)
with emphasis on Chinese species
Yun-Dong Gao • Song-Dong Zhou • Xing-Jin He
Juan Wan
•
Received: 4 January 2011 / Accepted: 17 March 2011 / Published online: 11 May 2011
Ó The Botanical Society of Japan and Springer 2011
Abstract In this paper, karyotype data of the tribe Lilieae
in China were analyzed and been superimposed onto a
phylogenetic framework constructed by the internal transcribed spacer to investigate the karyotype evolution. Ten
parameters for analyzing karyotype asymmetry were
assessed and karyotypic idiogram of five genera of Lilieae
were illustrated. The results showed that, the relationship
of genera in Lilieae that inferred from Maximum Parsimony criteria and Bayesian Inference were congruent with
previous studies, which focused on higher level of Liliales.
The karyotype showed distinctive among genera, mainly
expressed on the location and amount of secondary constrictions and intercalary satellites: the genus Notholirion
have neither of them, and the genera Cardiocrinum and
Fritillaria have the secondary constriction alone; the genera Lilium and Nomocharis showed both features, and the
distribute pattern of the intercalary satellites showed similarity among related clades. The asymmetry that assessed
by several methods indicated that the evolution trend of
Lilieae did not follow a single direction, but different in
each genus. On the sectional level of the genus Lilium
(including Nomocharis) the karyotype evolution included
three major periods. Combining the chromosomal structure
variations and karyotype asymmetry, the chromosome
Electronic supplementary material The online version of this
article (doi:10.1007/s10265-011-0422-1) contains supplementary
material, which is available to authorized users.
Y.-D. Gao S.-D. Zhou (&) X.-J. He (&) J. Wan
Laboratory of Systematic and Evolutionary Botany,
College of Life Science, Sichuan University,
Chengdu 610064, China
e-mail: songdongzhou@yahoo.com.cn
X.-J. He
e-mail: xjhe@scu.edu.cn
diversity and evolution in Lilieae were quite clear in the
light of molecular inference.
Keywords China ITS Karyotype asymmetry
Secondary constrictions Lilieae
Introduction
The tribe Lilieae sensu Tamura (Tamura 1998) belongs to
Liliaceae sensu APG III (Angiosperm Phylogeny Group
2009), and contains five genera: Lilium L., Nomocharis
Franch., Fritillaria L., Notholirion Wallich ex Boissier and
Cardiocrinum (Endlicher) Lindley. Among them, Lilium
and Fritillaria are widely distributed in the North hemisphere, while Nomocharis, Notholirion and Cardiocrinum
are endemic to East Asia and Himalayas (Liang 1995;
Liang and Tamura 2000). All of these five genera are
occurred in China, and the proportion of Chinese species in
each genus is quite high. To Lilium, there are 55 species in
China compared with about 110 species in the world.
To other genera, 2 out of 3 for Cardiocrinum, 6 out of 7 for
Nomocharis, and 3 out of 5 for Notholirion (Liang and
Tamura 2000). The proportion of Fritillaria is the lowest
compared with these four genera. Eastern Asia and
Himalayas have all genera of Lilieae, which made it a
diversity center of this tribe. In fact, Patterson and Givnish
(2002) considered Himalayas is also the origin center of it.
The tribe Lilieae contains many beautiful flowers in the
world, namely, the lilies. Indeed, all five genera were
considered worth to cultivate, not just for ornamental but
also for medical use. For example, the bulbs of Fritillaria
cirrhosa, F. unibracteata, F. przewalskii and F. delavay are
used as a traditional Chinese medicine named Chuanbeimu
in China. Notholirion bulbliferum is also used medically
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(The State Pharmacopoeia Commission of the People’s
Republic of China 2000). The rest three genera are treated
as resources of fresh cut flowers or garden plants, for their
showy flowers and fragrance. Horticulturists are very
interested in these species of Lilieae, and more and
more cultivars were produced in the past years (Royal
Horticultural Society http:\\www.rhs.org.uk).
The Liliaceae sensu stricto was firstly proposed by
Takhtajan (1997) and consisted of nine genera which were
then subdivided into two tribes: Erythronium and Tulipa
(tribe Tulipeae); Cardiocrinum, Lilium, Notholirion,
Nomocharis, Fritillaria and Rhinopetalum (tribe Lilieae).
Tamura (1998) recognized two subfamilies in the Liliaceae
sensu stricto: Medeoloideae (Clintonia and Medeola) and
Lilioideae (Erythronium, Tulipa, Gagea and Lloydia (tribe
Tulipeae); Cardiocrinum, Lilium, Fritillaria, Nomocharis
and Notholirion (tribe Lilieae)). Recently researches using
molecular analysis confirmed that Liliaceae sensu Tamura
is monophyletic (Rudall et al. 2000; Patterson and Givnish
2002; Fay et al. 2006; Tamura et al. 2004). The genera
Lilium and Nomocharis are the members of the tribe
Lilieae, with the genera Cardiocrinum, Fritillaria and
Notholirion as their sister groups.
Hayashi and Kawano (2000) suggested that the genus
Fritillaria was the closest affinity of Lilium-Nomocharis
group, while Cardiocrinum and Notholirion were relative
more remote than expected before. Meanwhile, all previous
researches (Patterson and Givnish 2002; Tamura et al.
2004; Fay et al. 2006) proved that the Lilium–Nomocharis
complex were the most advanced group in the tribe Lilieae
of Liliaceae sensu stricto. Rønsted et al. (2005) investigated the delimitation and infragenetic classification of
Fritillaria, combining with 15 species of Lilium. Use
molecular analysis they have proved the monophyly of
Fritillaria and Lilium, as well as their sister relationship.
With these achievements above a well resolved phylogenetic framework of Lilieae had accomplished.
Karyotype comparison analysis has been long used to
describe chromosome patterns and moreover, the evolutionary direction in some closely related groups (Stebbins
1971; Stace 1978; González-Aguilera and FernándezPeralta 1984; Hong 1990; Watanabe et al. 1995; De Melo
Nationiel et al. 1997; Vanzela et al. 1997; Das et al. 1999;
Shan et al. 2003). However, for technical defects and the
low resolution karyotype analysis have much limitation in
use. The usage of this technical alone was questioned in
recent years (Peruzzi et al. 2009). Lately, karyotype analysis was more used in the light of phylogenetic framework.
For example, Peruzzi et al. (2009) based on karyotypic data
accumulated in the past years, by superimposing them to a
well resolved phylogeny framework of Liliaceae sensu
APG (Angiosperm Phylogeny Group 2009), found the
main evolution trend on karyotype in Liliaceae. Their study
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J Plant Res (2012) 125:55–69
also showed that tribe Lilieae have the similar genome size,
karyotype idiogram and the same basic chromosome
numbers. Therefore, Lilieae was monophyletic and have
been supported by both molecular and cytotaxonomic
evidences (Rudall et al. 2000; Patterson and Givnish 2002;
Fay et al. 2006; Tamura et al. 2004; Peruzzi et al. 2009).
However, the lacking of phylogenetic framework making
the karyotype evolution not so clear on the genus level of
Lilieae, and this need further research.
Noda (1991) suggested the major differences among
species of the genus Lilium corresponded to the number
and position of secondary constrictions (SCs) and the
activity of nuclear organization regions (NORs). He concluding about the type of speciation in the genus Lilium,
which included long-term accumulation of numerous small
structural chromosome changes. Using molecular cytogenetic characters Muratović et al. (2010a) performed a
karyotype evolution scenario on Lilium sect. Liriotypus,
and suggested the problem of taxonomic misunderstandings of very close and evolutionary young species could be
overcome by the use of molecular cytogenetic markers.
Their results also supported Noda’s (1991) findings
described above. This indicates the cytological researches
in Lilium and its allied genera may find a better resolution
in karyotype instead of molecular analysis, since previous
works (Nishikawa et al. 1999, 2001; Hayashi and Kawano
2000) and ours (Gao et al. unpublished data) suggested the
genus Lilium, including Nomocharis showed low resolution
in both nuclear (nrITS) and chloroplast sequences phylogeny. We hope the karyotype analysis in section level of
those two genera will provide deeper insights in phylogenetic and biogeographic inferences.
As mentioned above, the eastern Asia contains all of
these five genera and most of them were distributed in
China. With the achievements on both molecular and
cytotaxonomy before and present, by putting Lilieae in the
worldwide background and using molecular phylogenetic
methods, the goals of present work were to (1) find out the
karyotype evolution pattern and trend of Lilieae on the
generic level, and (2) since our data included a lots of
Lilium and Nomocharis species, we want to infer how does
the geographic distribute pattern associate with karyotype
variation as well as the section level karyotype evolution in
these two genera.
Materials and methods
Sample selection
Most samples of China in our study were collected in the
wild, and some other species that are not distributed in
China were sampled by surveying the literatures before.
J Plant Res (2012) 125:55–69
Chromosome and molecular data of species in China were
relied exclusively on our research (except for that Lilium
speciosum var. gloriosoides, L. henrici, Fritillaria thunbergii and F. yumingensis in which cytological data were
adopted based on the previous results, for these species
were failed in getting a well karyotype in our study), while
other species out of China were chosen from previous
works (STable 1). There are thirty-three species (including
variants) of Lilium, plus 9 species out of China: North
America (3), Japan (2) and Europe (4). The rest accessions
consisted of five Nomocharis species, two Cardiocrinum
and two Notholirion, and finally, 10 Fritillaria species with
4 added outside China. Each one species of genera Gagea
and Lloydia were chosen as outgroups, which belonged to
the tribe Tulipeae and were suggested as sister groups of
Lilieae in the previous research (Patterson and Givnish
2002). The details of materials are listed in the Supplementary Data (STable 1).
Molecular analysis
DNA extraction
Total DNA was isolated from fresh or silica gel-dried leaf
tissue using modified cetyltrimethyl-ammonium bromide
(CTAB) protocol by Doyle and Doyle (1987), and several
times with Plant Genomic DNA Kit (TIANGEN Biotech,
Beijing, China).
Polymerase chain reaction
We amplified the entire internal transcribed sequences of
nrDNA sequences (including ITS1, 5.8S and ITS2) in one
piece using ITS4 (50 -TCCTCCGCTTATTGATATGC-30 )
and ITS5 (50 -GGAAGTAAAAGTCGTAACAAGG-30 )
universal primers. The polymerase chain reaction (PCR)
profile was as follows: the initial denaturation was 94°C for
2 min and the final extension was 72°C for 10 min. The
reactions were subjected to 35 cycles. Each cycle consisted
of a denaturation at 94°C for 45 s, primer annealing at
55°C for 45 s, and extension at 72°C for 60 s.
PCR reactions were acted on GeneAmp PCR System
9700 (Applied Biosystems, USA). The PCR products were
then sent to Invitrogen Biotech Co. Ltd. (Shanghai, China)
for purifying and sequencing. Sequencing was done using
an ABI-3730XL DNA sequencer. For each sampled specimen, forward and reverse sequencing reactions were performed for confirmation.
Phylogeny analysis
The boundaries of ITS1 and ITS2 were determined by
comparing the aligned sequences with previously published
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Lilium sequences (Nishikawa et al. 1999, 2001). All the
sequences have been deposited in GenBank (see Supplementary Data for accession numbers). Resulting DNA
sequences of the entire ITS region of all samples were
multiply aligned using ClustalX (Thompson et al. 1997) for
alignment initially and then by eye following the guidelines
of Kelchner (2000) and Morrison (2009) in MEGA 4.0
(Tamura et al. 2007), and these alignments were used for
further analysis. Some (13 out 78) of the sequences used in
the study were taken from previous studies (Nishikawa
et al. 1999; Rønsted et al. 2005; İkinci et al. 2006;
Dubouzet and Shinoda unpublished; Cui et al. unpublished).
Gaps were positioned to minimize nucleotide mismatches
and were treated as missing data in the phylogenetic analysis. Uncorrected pairwise nucleotide differences were
determined using PAUP* version 4.0b10 (Swofford 2003).
Maximum Parsimony analysis were also carried out
using PAUP*. For each analysis, Maximum Parsimony
trees were sought using the heuristic search strategies of
PAUP* (with 1,000 replicate analyses, random stepwise
addition of taxa, TBR branch swapping, and setting the
maximum number of trees to 10,000). Bootstrap values
were calculated from 1,000,000 replicate analyses using
fast stepwise addition of taxa, and only those values
compatible with the majority-rule consensus tree were
recorded. Bayesian Inference analyses of ITS dataset were
conducted using MrBayes version 3.1.2 (Ronquist and
Huelsenbeck 2003). Prior to these analyses, the program
MrModeltest version 2.2 (Nylander 2004) was used to
select an evolutionary model of nucleotide substitution
that best fit these data, and the GTR?I?G model under
the Akaike information criterion (AIC) was selected. From
a random starting tree, the Bayesian analysis was run for
10 million generations (when the average standard deviation of split frequencies reached 0.01 or below, and the
potential scale reduction factor of all parameters approached 1.0) and the trees were saved to a file every 1,000
generations. Four simultaneous Markov chain Monte
Carlo (MCMC) chains were run, and the temperature was
adjusted to 0.2 in order to keep an appropriate heat range
for the 4 chains. Branch lengths of the trees were saved.
The first 30% trees were discarded as the ‘‘burn-in’’ and a
majority-rule consensus tree was calculated based upon
the remaining trees.
Cytological studies
Root tips were collected in morning, then pretreated with a
solution of 0.1% aqueous colchicine and saturated dichlorobenzene (1:1) for 6–7 h at room temperature. Then root
tips were fixed in Carnoy’s solution I (ethanol:acetic
acid = 3:1) for at least 1 day, and stored in 70% ethanol at
4 ± 2°C for further studies. For chromosome observation,
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Table 1 Measures of karyotype asymmetry used in the present work
Asymmetry index
Equation
Reference
Coefficient of variation (CV) of the centromeric index (CVCI)
Standard deviation of centromeric index
;
Mean of centromeric index
Standard deviation of haploid chromosome length
CVCL ¼
100
Mean chromosome length
CVCI CVCL
AI ¼
100
Pn Mean length for short arms in every homologous chromosome pair
i¼1
Mean length for long arms in every homologous chromosome pair
A1 ¼ 1
n
Standard deviation of haploid chromosome length
A2 ¼
Mean chromosome length
Length of short arms in chromosome set
100
TF % ¼
Total chromosome length in set
Mean length of the short arms
Syi ¼
100
Mean length of the long arms
Pn Mean of the ratios of the length of each chromosomeðCLi Þ
i¼1
Length of the longest chromosomeðLCÞ
Rec ¼
100
n
Length of long arms in chromosome set
100
As K% ¼
Total chromosome length in set
Pn Length of long arm of chromosome i length of short arm of chromosome i
i¼1
Length of long arm of chromosome i þ length of short arm of chromosome i
A¼
n
Paszko (2006)
Coefficient of variation (CV) of chromosome lengths (CVCL)
Asymmetry index (AI)
Intrachromosomal asymmetry index (A1)
Interchromosomal asymmetry index (A2)
Total form% (TF %)
Index of karyotype symmetry (Syi)
Index of chromosome size resemblance (Rec)
Percentage karyotype asymmetry index (As K %)
Degree of karyotype asymmetry (A)
CVCI ¼
Paszko (2006)
Paszko (2006)
Romero Zarco (1986)
Romero Zarco (1986)
Huziwara (1962)
Greilhuber and Speta (1976)
Greilhuber and Speta (1976)
Arano (1963)
Watanabe et al. (1999)
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J Plant Res (2012) 125:55–69
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Mean haploid idiograms
Fig. 1 Karyograms of Lilium davidii var. davidii (Voucher No.
G07021). Arrows indicate intercalary satellites and Asterisks locate
secondary constrictions. Scale bar 10 lm
All accessions in this research showed the basic chromosome number as x = 12. The haploid idiograms were
constructed by the average length of each pair of homologous chromosomes, and arranged according to their
decreasing length. Besides the arm length, there were other
characters were added on the idiograms, including the
locations of the secondary constrictions and the intercalary
satellites. The intercalary satellites were considered to be
important features in previous researchers (Stewart 1947;
Gao et al. 2009; Gao Yundong et al. unpublished data; see
Fig. 1 for these two features). Under this the idiograms of
Notholirion, Cardiocrinum, Nomocharis and Fritillaria
were constructed. Only in Lilium the subgenus level were
adopted based on the phylogenetic results in present, by
which the karyotype evolution can be illustrated and discussed on the subgenus level in the genus Lilium (including
Nomocharis).
Results
the root tips were macerated in a mixture of 1N HCl for
8–10 min at 60°C, stained by 1% Carbolic acid Fuchsin for
about 10 min, and squashed on a glass slide. For each
population, there were at least three individuals were
studied, and the chromosomes of at least 30 metaphase
plates from each individual were studied for counting
chromosome numbers. Number, size and shape of chromosomes were observed, and karyotypic asymmetry was
evaluated. Satellites were taken into calculation of chromosome size and the highest number of satellite chromosomes in each plate was recorded, following Lifante
(1996).
Asymmetry assessment
Karyotypic asymmetry was assessed by 10 methods that
proposed by former researchers, which were discussed and
assessed by Paszko (2006), and also adopted by Peruzzi
et al. (2009). The indexes adopted in present were list in
Table 1, as well as by which parameter (e.g. length of long
arms, ratios of short arms against long arms, total haploid
chromosome length) they are expressed, respectively. The
correlations between each asymmetry index were illustrated using a matrix scatter. And finally the asymmetry
indexes and parameters were performed by genus using
box plots in order to show the karyotypic asymmetry tendency in the tribe Lilieae. With the aim for better understanding of karyotype evolution on section level of Lilium,
the box plots were also performed by clades of Lilium and
Nomocharis resolved in molecular analysis.
Sequence information
The total data set contains 78 accessions or 68 species
(because for several species, more than one accessions
were included). Among the ingroup sequences analyzed,
the ITS region varied in length from 607 bp (Fritillaria
maximowiczii) to 633 bp (Lilium speciosum). The two
outgroup species have a moderate length of 615 bp
(Lloydia serotina) and 618 bp (Gagea filiformis). The
alignment length of the internal transcribed spacer (ITS)
was 670, including 347 variety sites, in which 259 (75%)
sites were parsimony informative. The mean G?C content
of the ITS region was 61.22%.
Phylogenetic analyses
Each of the strict consensus trees resulting from these
analyses in Maximum Parsimony showed relationships
highly consistent to those inferred in the Bayesian trees,
although resolution of relationships was generally much
poorer in the former. However, clades supported with 1.00
posterior probability values in the Bayesian trees were also
well-supported (with bootstrap values [70%) in the consensus tree. Based on this we only performed the Maximum Parsimony 50% majority consensus tree and
indicated the differences between those two analyses
(Fig. 2). The tree length = 973, and consistency index
(CI) = 0.52, homoplasy index (HI) = 0.48, retention index
(RI) = 0.767, rescaled consistency index (RC) = 0.40.
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J Plant Res (2012) 125:55–69
b Fig. 2
Phylogram of the 50% major consensus tree resulting from
the Maximum Parsimony analysis of ITS dataset, accompanied by the
karyotype idiogram of major clades. Values along branches represent
Bayesian posterior probabilities (PP) and parsimony bootstrap (BS),
respectively. The oval spots on the karyotype idiogram indicating the
intercalary satellite while the hollow bars represented the secondary
constriction. The shadow part illustrating the Bayesian topology that
compared with Maximum Parsimony analysis
The tribe Lilieae was proved to be monophyletic in this
research, which was congruent with previous studies
(Rudall et al. 2000; Patterson and Givnish 2002; Fay et al.
2006; Tamura et al. 2004). The phylogenetic framework of
Lilieae showed that: the genus Notholirion was the basal
group, with Cardiocrinum as its sister; the genus Fritillaria
was closely related to Lilium–Nomocharis; the latter was
the most advanced group in Lilieae, and based on previous
research (Hayashi and Kawano 2000; Nishikawa et al.
1999, 2001; Rønsted et al. 2005; Peruzzi et al. 2009) and
the results in present the genus Nomocharis should be
combined into Lilium. This combination was supported by
more evidences such as morphology (Gao Yundong et al.
unpublished data).
The subdivision in the genus Lilium is showed in Fig. 2.
Ten clades were found and the genus Nomocharis was
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found to be monophyletic, however, it’s totally embedded
in the Lilium clade. The Nomocharis group was found
closely related to the European Lilium species, and they are
the basal group in Lilium (Fig. 2). The rest part of the
Lilium was more or less congruent with the subdivision
suggested by Comber (1949), while two clades were also
found agreed with other authors, i.e. the section Lilium
Wang et Tang and the section Lophophorum Wang et Tang
(Wang and Tang 1980).
Cytological data
The basic chromosome number of tribe Lilieae is x = 12.
Polyploidy was not significant except a few triploidy
populations were found in Notholirion bulbliferum and
Lilium tigrinum. The basic chromosome number and ploidy
are quite stable.
The asymmetry indexes that assessed by previous
methods were listed in the supplementary data, and their
correlations were illustrated by a matrix scatter in SFig. 1.
The positive correlations were found between several
couples, e.g. CVCL and A2, TF% and Syi, A1 and As K%.
The box plots of the asymmetry indexes by genus were
illustrated in Fig. 3 except that A2 was excluded for it’s
Fig. 3 Box plots of nine asymmetry indexes that performed by genus included in this study. Taxa are ordered by phylogenetic grouping
(according to the phylogenetic tree in Fig. 2)
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Fig. 4 Box plots of ten
asymmetry indexes that
performed by clades of Lilium
(including Nomocharis) in this
study. Taxa are ordered by
phylogenetic grouping
(according to the phylogenetic
tree in Fig. 2). Taxa are
arranged as Liriotypus,
Nomocharis, Archelirion,
Leucolirion, Pseudolirion,
Martagon, Sinomartagon2, and
Lilium from left to right
actually the same as CVCL (CVCL = A2 9 100). Figure 4
showed the box plots of major clades in Lilium (including
Nomocharis).
Mean haploid idiograms for all genera that alongside
with the consensus phylogenetic framework of Lilieae
were shown in Fig. 2. The secondary constrictions and the
intercalary satellites were illustrated beside the phylogenetic tree, according to their respective phylogeny positions
(Fig. 2). The hollow bars and reddish-oval spots on
karyotype idiograms stood for secondary constrictions and
intercalary satellites, respectively. The most ancient genus,
namely Notholirion, was found without any secondary
constriction, and no intercalary satellite. Cardiocrinum and
Fritillaria showed secondary constrictions, however,
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without any intercalary satellite. In the genus Lilium the
situation was quite different, for both features were existed.
Though the pattern in the genus Lilium is quite complicate,
the karyotype acted distinctively on the subgenus level,
which were delimited by the molecular data in present and
mostly agree with the section proposed by Comber (1949).
However, some subdivisions proposed by other authors in
the genus Lilium were proved to be acceptable, like section
Lophophorum Wang et Tang (Wang and Tang 1980).
Wang and Tang (1980) recognized Sect. Lophophorum
(Bur. et Franch.) Wang et Tang out of Sect. Sinomartagon
Comber, and placed campaniform-flowered species in it. In
our research, all species belongs to Sect. Lophophorum
(Bur. et Franch.) Wang et Tang show a very similar and
J Plant Res (2012) 125:55–69
unique karyotype (STable 1). They hold a relatively low
asymmetry indexes and typed 3A (Stebbins 1971), which
made them easy to identified in section Sinomartagon
Comber. Section Leucolirion Comber is a group with
showy-trumpet flowers. In present study some species
showed significant differences between species on the first
two pairs of chromosomes. Whether the intercalary satellites on the first two pairs of chromosomes exist or not
would split this section into two parts (Fig. 2). Wang and
Tang erected a section including L. brownii, L. longifolium,
L. formosanum as section Lilium out of Leucolirion. From
our research section Lilium did show distinctiveness compared with the rest of Luecolirion (Fig. 2). The molecular
data above also supported their independence of these two
sections.
Discussion
The reliability of inferring phylogeny framework
from nrITS
In the tribe Lilieae, previous researches had shown that
these five genera were closely related. Among them, the
genus Notholirion was considered to be the basal group
(Rudall et al. 2000; Patterson and Givnish 2002; Fay et al.
2006; Tamura et al. 2004). The genus Cardiocrinum was
later-branching group and it was considered to be ancient
than the rest ones. The genus Fritillaria was believed to be
Lilium’s most close affinity, and diversified earlier than the
latter (Hayashi and Kawano 2000). Finally, the genus
Nomocharis was treated as the youngest group in the tribe
by some authors (Liang 1995; Wu et al. 1994), however,
recent findings tend to reduce it to a subgenus level and
put it into the genus Lilium (Hayashi and Kawano 2000;
Nishikawa et al. 1999, 2001; Rønsted et al. 2005; Peruzzi
et al. 2009). Our result based on the ITS sequences was
congruent with the former result which constructed by
several authors and was considered quite robust (Peruzzi
et al. 2009).
Karyotype structure in Lilieae
In Fig. 2, which the mean haploid karyotype was given by
clades herein, and the data that showed the diversity of
karyotype structure were gathered in the Supplementary
Data (STable 1). There was considerable variation in
karyotype asymmetry. The secondary constrictions were
variable and some authors (Stewart 1947; Gao Yundong
et al. unpublished data) have recognized their probable
functions in the genus Lilium. By superimposing these data
onto the phylogenetic framework, the trends and patterns in
karytotype evolution in Lilieae could be seen.
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Basic chromosome number and the total haploid length
All the previous researches (Stewart 1947; Smyth et al.
1989; Siljak-Yakovlev et al. 2003; Muratović et al. 2005;
Gao et al. 2009) and present study confirmed that the tribe
Lilieae has the basic chromosome number as x = 12. It’s
quite stable and the pattern of these 12 pairs of chromosomes was almost the same. The species in present all
contained two pairs of larger metacentric chromosomes,
and the rest of them are all subtelocentric to telocentric
(Fig. 2). However, the stability also caused difficulty on the
phylogenetic investigation, for this karyotype pattern
among the genera of Lilieae can’t provide enough information. Obviously, the basic chromosome number variation was not the main evolution power in this tribe.
The total haploid length (THL) in the tribe Lilieae were
increased by the order of Notholirion (109.4 lm), Cardiocrinum (130.62 lm), Fritillaria (153.1 lm) and Lilium
(174.38 lm) (including Nomocharis) (Peruzzi et al. 2009).
The results of ours showed the same trend as the THL of
these four groups as 118.03, 123.43, 149.94 and 155.39 lm
(STable 1). This was congruent with the phylogenetic
framework that concluded by the molecular analysis
(Fig. 2). The THL was considered to be a proxy for genome size (Narayan and Rees 1976; Raina and Rees 1983;
Ceccarelli et al. 1995), therefore, the genome size in the
tribe Lilieae was increased by the order of phylogeny.
Asymmetry
In the past years, besides the basic chromosome number,
karyotype analysis focused mainly on the structure of
chromosomes. The most important method was the asymmetry assessment. Karyotype asymmetry was a good
expression for the general morphology of karyotype in
plants. The changes of chromosome morphological characters were believed relating to the evolution in higher
plants (Zarco 1986). Over the past years, many methods
were proposed to assess the karyotype asymmetry.
Paszko (2006) revised all the asymmetry indexes before
and proposed three new indexes: CVCI, CVCL and AI. As
Peruzzi et al. (2009) suggested, the single asymmetry index
(AI) didn’t adequately reflect all aspects of karyotype
asymmetry in Liliaceae. To retain more indexes can provide more aspects of karyotype asymmetry. This was
congruent with our results that focused on Lilieae
(Table 1). Therefore, we adopt 10 different parameters or
indexes for asymmetry assessment. Box plots summarized
the values of 10 parameters for each genus (Fig. 3),
according to their phylogenetic position (by the order
Notholirion, Cardiocrinum, Fritillaria, Nomocharis and
Lilium). We will discuss the karyotype changes by index in
the light of phylogeny as follows.
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The total form percent (TF%), was described by Huziwara (1962) to analyze the karyotypes in the genus Aster.
It expressed the proportion of total length of short arms in
the complement. Our results showed that the asymmetry
was increased initially and then decreased in the genera
Nomochais and Lilium. The latter two were considered
more reasonable to be a single genus (Hayashi and Kawano
2000; Nishikawa et al. 1999, 2001; Rønsted et al. 2005;
Peruzzi et al. 2009). In fact the median and range values
(IQR) of TF% of the genera Lilium and Nomocharis were
identical, which confirmed their closed affinity in the
karyotype way. The pattern showed by TF% means the
additional DNA were added mainly on short arms in
Cardiocrinum and Fritillaria. However, in the latter two
genera Nomocharis and Lilium the proportion became
lower which indicated a reverse pathway happened. This
means the additional DNA was added on the long arm in
genera Lilium and Nomocharis. The Syi (Greilhuber and
Speta 1976; Venora et al. 2002) value indicates the ratio of
the mean length of the short arms against the mean length
of the long arms in a chromosome set. It’s resemble to
TF%, and these two were positive correlated (SFig. 1).
The Rec index (Greilhuber and Speta 1976; Venora
et al. 2002) expresses the mean of the ratios of the length of
each chromosome to that of the longest one, and been
suggested as a incorrect parameter (Paszko 2006). Our
result was congruent with Paszko for the box plots of this
index showed nearly no differences among all genera
herein.
The As K% index (Arano 1963) is expressed by the ratio
of the sum of the lengths of the long arms of individual
chromosomes to the total haploid length of the chromosome complement. Then it’s easy to understand that this
index is negative correlated with TF% (SFig. 1). The box
plots of As K% was opposite when compared with the one
of TF% (Fig. 3a, d), however, what they represented were
the same.
Zarco (1986) proposed the intrachromosomal asymmetry index (A1) and the interchromosomal asymmetry index
(A2) to estimate karyotype asymmetry. The A2 index was
identical as the relative variation in chromosome length
(CVCL), therefore no discussion was made in this context.
The A1 index does not depend on chromosome number or
chromosome size (Zarco 1986), and it expressed the intrachromosomal asymmetry of all homologous chromosome pairs. The box plots showed that the genus
Notholirion has a highest value comparing with the rest,
and the value decreased in Cardiocrinum and Fritillaria. In
contrast, the values increased again in Lilium and Nomocharis, indicating that a different process happened in the
latter two genera. The pattern showed by A1 in box plots
demonstrated that the intrachromosomal variation in the
genus Notholirion was pretty great. Then the genera
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J Plant Res (2012) 125:55–69
Cardiocrinum and Fritillaria have a lower A1 value which
probably caused by increasing the short arms length in
single chromosomes, especially the second pair (Fig. 2).
The short arm of the second homologous chromosome pair
in the genus Notholirion was significant shorter than that in
the rest four genera. The A1 value were increased in the
genera Lilium and Nomocharis, which indicated the differences between the short and the long arms in these two
genera were raised, probably by additional DNA that added
on the long arms of the smaller chromosomes (Peruzzi
et al. 2009). This is in accordance with the conclusion that
made by indexes TF% and As K% we discussed above.
The degree of karyotype asymmetry (A) defined by
Watanabe et al. (1999) was a index that reflex the degree of
difference of long and short arms of chromosome in a
complement. It decreased by the order of Notholirion,
Cardiocrinum and Fritillaria, indicating the length differences were became not significant in these three genera. In
contract the value in genera Lilium and Nomocharis
increased, and along with the evolution the karyotype
features of Lilium and Nomocharis were different comparing with its affinities. These variations in chromosome
structures have achieved either by the shift of centromere
positions or the addition of supernumerary DNA on the
long arms of chromosomes (Hong 1990; Peruzzi et al.
2009).
The relative variation in chromosome length (CVCL) and
the relative variation in centromeric index (CVCI) were
recently proposed by Paszko (2006), who also proposed a
new index AI based on these two parameters. The AI index
have been proved not adequately to reflect all aspects of
karyotype asymmetry in Liliaceae, while CVCL and CVCI
were more informative (Peruzzi et al. 2009). The CVCL
was correlated with A2 because CVCL = A2 9 100. The
CVCL and CVCI showed the same trend for different genera
(Fig. 3g, i), and both fluctuant. The genus Cardiocrinum
hold the highest CVCL value revealed its more variable in
chromosome length. In contrast, the rest four genera were
balanced by the additional DNA added on the long arms of
small chromosomes, as Peruzzi et al. (2009) proposed. The
CVCI showed a same pattern among genera as CVCL. Thus,
as the evolution the position of centromeres in the genus
Cardiocrinum shifted, while the additional DNA were
added on the larger chromosomes instead of the smaller
ones, which happened in the rest of genera in Lilieae.
Based on the results of asymmetry indexes there is no
uniform trend or direction that increase or decrease along
with evolution in this tribe. Chromosome variation might
have effect in the evolution in the tribe Lilieae, however,
these changes could cause much change in chromosome
fine structure besides karyotype asymmetry. As mentioned
above, the secondary constrictions and intercalary satellites
also associated with the evolution pattern in Lilieae, while
J Plant Res (2012) 125:55–69
they did not change the karyotype asymmetry. For the
DNA amount in these five genera did not significantly
increase, the karyotype evolution might largely based on
pericentric inversions and/or differential translocations of
DNA between smaller and larger chromosomes (Peruzzi
et al. 2009).
Secondary constrictions and intercalary satellites
As mentioned above, the chromosome fine structure variation was also revealed by other features. The most significant ones were the secondary constrictions and what
been called intercalary satellites. Figure 1 showed all secondary constrictions and intercalary satellites that found
in chromosomes. Previous studies (Stewart 1947; Gao
Yundong et al. unpublished data) noticed that variations in
the position of secondary constrictions were correlated
with the type of chromatin distribution and the geographical distribution. Considering that the geographical distribution was always in accordance with their systematic
positions, i.e. their phylogeny framework, it’s not difficult
to understand that variations in position of secondary
constrictions can reflect their phylogenetic relationships.
In the tribe Lilieae, the secondary constrictions were
emerged and evolved as the evolution of genera. It’s hard
to see them in the base group—Notholirion contains no
secondary constrictions (Fig. 2). They emerged in genus
Cardiocrinum on few positions of several chromosomes,
including one on the second pair of the complement. Then
Fritillaria showed approximate distribution pattern with
Cardiocrinum. No intercalary satellites showed until it
goes to the genus Lilium. The basal group of Lilium–
Nomocharis were European lilies (sect. Liriotypus) plus the
genus Nomocharis. The locations of intercalary satellites in
sect. Liriotypus were identical (pair 7) as it did in Nomocharis, however, the latter have an additional one on the
first pair of chromosome. The amount of intercalary satellites increased in the rest groups, while the secondary
constrictions reduced. Although not strongly supported, the
resemblance on karyotype could found in related groups,
such as sect. Archelirion and sect. Leucolirion which
showed the same feature on the first two pairs also showed
closely relationship on the molecular tree (Fig. 2). Besides,
Sect. Pseudolirion which distributed in North America has
a karyotype resembled to Sect. Lophophorum Wang et
Tang and a clade formed by Lilium duchartrei and
L. lankongense, which was in accordance with their phylogenetic relationships in our research.
Stewart (1947) investigated most of Lilium species in
North America (The New World) and found that it was
easy to differentiate them from the Old world’s species.
He pointed out that secondary constrictions correlated
with chromatin distribution as well as with geographic
65
distribution. In his study, all North American species were
found not to carry any intercalary satellites on the first two
pairs of submedian centromeres, while the most of the
species from Eastern Asia and Himalayas, in contrast, were
found to carry such intercalary satellites on the same
positions. Also in European species, researchers (Stewart
1947; Smyth et al. 1989; Siljak-Yakovlev et al. 2003;
Muratovic et al. 2005) did not find any intercalary satellites
on these first two pairs of chromosomes. The situation of
East Asian species appears to be more complicated for they
seem to have both types, even in the same section (Stewart
1947; and present study). Several species like L. tsingtauense (Stewart 1947; Smyth et al. 1989) in Sect. Martagon
Comber and L. longiflorum or L. formosanum in Sect.
Leucolirion Comber were found without any intercalary
satellites on the first two pairs of chromosomes, while the
rest of the species in their sections showed them. These
species above were distributed in Far East and Japanese
Archipelago (Liang and Tamura 2000), which are more
adjacent to North America. This distribution pattern that
related to karyotype might suggest multiple dispersal
events had happened. The North American and European
descendents were more like ancient groups in the genus
Lilium, and they colonized their distribution areas earlier
than these groups in eastern Asia. Then the ancestors of
eastern Asia species colonized and dispersed in Asia until
reached Far East. This could explain why American Lilium
species were related to these in Himalayas instead of Far
East in the molecular analysis. This kind of disjunction
distribution pattern have been seen in other Eurasia–North
America distributed groups (Wen and Zimmer 1996; Wen
1999, 2001, 1998; Xiang et al. 2000; Xiang and Soltis
2001).
Karyotype evolution on section level of Lilium
(including Nomocharis)
In the phylogeny of the genus Lilium (including Nomocharis)
of present study and previous work (Nishikawa et al. 1999,
2001; İkinci et al. 2006), the major clades were resolved as:
Liriotypus, Nomocharis, Archelirion, Luecolirion, Sinomartagon1 (Lilium duchartrei and L. lankongense), Lophophorum, Pseudolirion, Martagon, Sinomartagon2 and
Lilium (Fig. 2). These clades were further analyzed by using
box plot on each asymmetry indexes, as well as considering
the chromosome structures. Under this the karyotype evolution in the section level of Lilium is clear.
In all ten asymmetry indexes, several of them showed no
significant trend; such as As K%, A, Syi, Rec, A1 and TF%
(Fig. 4a, d, g, h, i, j). These indexes have been proved
not sufficient to indicate the phylogeny relationships
(Paszko 2006). The rests contain the CVCI, CVCL, AI and
A2 (Fig. 4b, c, e, f), in which A2 is the same as CVCL as
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66
mentioned before. Therefore, only the parameters proposed
by Paszko (2006) have phylogenetic sense in this group.
This is accordance with the situation in Liliaceae in which
researchers found that only these parameters can provide
enough messages to conduct the karyotype evolution
(Peruzzi et al. 2009). The latter research also indicated the
AI can’t provide much data as expected, instead the separation analysis on CVCI and CVCL were more useful. Thus,
the karyotype evolution in section level of Lilium (including
Nomocharis) were conducted by these two indexes as follows: (1) CVCI increased initially, and reached the highest
in section Archelirion and then decreased to the lowest in
Lophophorum; then increased again in the rest of groups
(Fig. 4e). This process indicates the additional DNA were
added on the long arms of smaller chromosomes at first
(before the emergence of Achelirion), then added on the
short arms until Lophophorum raised. After this, the additional DNA were added on the long arm again in the rest
groups. (2) CVCL decreased from the beginning and reached
lowest at Lophophorum, then this value keep increasing in
the rests (Fig. 4f). The result indicates the additional DNA
were added on the short chromosomes firstly, and after the
emergence of Lophophorum the added DNA preferred the
longer chromosomes in the rest groups. Considering both
two parameters, there were basically three phrases in the
karyotype evolution of Lilium: (1) additional DNA added
on, or transferred from the larger chromosome to the
smaller chromosomes’ long arms, which will cause the
increasing of CVCI and decreasing of CVCL the same time;
then (2) both CVCI and CVCL were decreased as a result of
that additional DNA or translocation of chromosome added
on the short arms of smaller chromosomes; at last (3)
additional DNA or translocation of chromosome added on
the long arms of the longer chromosomes (the biggest two
homologous chromosome pairs), which can explain the
increasing of both two parameters.
To summarize, the karyotype evolution in Lilium is not
followed a single trend but been separated in three major
periods. The turning point of these periods may stand for
environment change or speciation events in the evolution
process of Lilium. Considering the fact that chromosome
structure changes on amount and location of secondary
constrictions and intercalary satellites were associated with
the geography distribution pattern (discussed above), the
karyotype evolution can be illustrated by using the method
in present as evolution goes (Fig. 2). Noda (1991) had
already concluded the main aspect of karyotype evolution
in Lilium as accumulation of numerous small structural
chromosome changes. Such changes produced various
chromosome features like amount and location of secondary constrictions or intercalary satellites were found useful
in taxonomic researches in our study. Muratović et al.
(2010a) confirmed the changes such as translocation of
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J Plant Res (2012) 125:55–69
rDNA loci, inversion, deletion and deactivation of rDNA
loci happened in the first two pairs of chromosomes.
However, for the technical defeats, we failed in getting
more phylogenetic implications from observable chromosome characters. A comprehensive analysis on karyotype
of Lilium using advanced technologies such as chromosome banding or fluorescent in situ hybridization (FISH)
are needed for a better understanding of karyotype evolution and speciation in Lilium. Muratović et al. (2010a, b)
studied European lilies and found the molecular cytogenetic characters were more useful compared with molecular phylogeny, and the chromosome fine structures
observed can provide rational phylogenetic framework in
this group. We believe these methods will favor the phylogenetic and taxonomic studies in Lilium. The low resolution of molecular phylogeny and reticulate evolution
were already detected in this group (Gao Yundong et al.
unpublished data), and Muratović et al. (2010a) provided a
new solution which is hopeful to overcome these problems.
Trends and patterns of karyotype evolution in Lilieae
Based on karyotype asymmetry, the distribution pattern of
secondary constrictions and intercalary satellites, and the
previous and present molecular studies, the karyotype
evolution trends and patterns were clarified: it did not
simply followed a uniform direction or tendency, but acted
on several aspects of karyotype variations. Indeed, the
variations happened on karyotypes in different ways by
genus, which shaped the extant genera of Lilieae.
Notholirion
In this genus no secondary constrictions were found, and its
basal position in the molecular tree showed its relatively
ancestral status. However, the asymmetry reflecting by
TF%, Syi, A1, A and As K% proved that it was more
asymmetry. Though in CVCI and CVCL it’s not the highest
value, it occupied a moderate position (Fig. 3g, i). This
indicated that the karyotype evolution in Lilieae was not
followed a simple ascent or descent direction. Notholirion’s intrachromosomal asymmetry raised mainly under the
pattern that additional DNA were added on the long arms
of smaller chromosomes (Peruzzi et al. 2009). By ‘smaller’
we mean the first two pairs were not included. In Notholirion its intrachromosome variation were also caused by
the second pair, for it hold a unordinary short arm comparing with other genera (Fig. 2).
Cardiocrinum
This genus have a lower intrachromosome asymmetry
degree than Notholirion and little higher than Fritillaria.
J Plant Res (2012) 125:55–69
Considering the highest CVCI and CVCL values in Lilieae,
this genus was evolved along with the shift of centromeres
and/or the lost of partial DNA on the short arms in smaller
chromosomes. This will cause the intrachromosome
asymmetry arise, while the increase of CVCL indicated the
additional DNA was not totally added follow the way in
Notholirion, instead it’s more likely added on the larger
chromosomes’ short arms. It’s clearly that the second pair
in this genus was significantly longer than that in Notholirion, which might be in charge for the highest value of
CVCL.
Fritillaria
In this genus the intrachromosomal asymmetry became
further lower when compared with that in Cardiocrinum,
but not significant. However, the CVCI and CVCL values
were down to the lowest which completely in a reverse
direction against its sister group. This means in the genus
Fritillaria there were additional DNA added on the smaller
chromosomes as it did in Notholrion. The difference was
the locations where it added. Apparently more additional
DNA was added on the short arms, which explained why
CVCI was decreased. Therefore, in the genus Fritillaria the
karyotype evolution mainly depended on the increase of
the short arms length.
Lilium ? Nomocharis
This was a controversy group, for many research suggested
to accommodate Nomocharis into Lilium (Hayashi and
Kawano 2000; Nishikawa et al. 1999, 2001; Rønsted et al.
2005; Peruzzi et al. 2009). Indeed every parameter or index
in present suggested their closed relationship. The median
value and the interquartile range (IQR) in this research
showed that Nomocharis were totally embedded in Lilium
(Fig. 3). In our study more species of Nomocharis were
included and the result showed that they formed a monophyletic group with other Lilium species. The Lilium–
Nomocharis group had an intrachromosome asymmetry
value higher than Cardiocrinum and Fritillaria, but lower
when compared with Notholirion, while the CVCI and
CVCL values were moderate. Based on these the changes in
this group might resulted from the additional DNA added
on the long arms of smaller chromosomes, as it did in
Notholirion. At the same time, pericentric inversions
and/or differential translocations of DNA between smaller
and larger chromosomes happened (Peruzzi et al. 2009),
which might cause the emergence of intercalary satellites
adjacent to the centromeres.
To sum up, in tribe Lilieae there was no uniform trend in
karyotype evolution, and the genera under it were evolved
in different ways. The conclusions made here were based
67
on the extant species of Lilieae, and the origin of these five
genera was still a mystery, especially the giant chromosomes compared with its sister groups (tribe Tulipeae).
However, combining more data including karyotype and
molecular could shed more light on systematic researches
in a special group, which will further give more insights on
phylogeny.
Acknowledgment We thank Dr. Yan Yu for providing the karyotype analyses tool package (NucType ver. 1.10, http://mnh.scu.
edu.cn/soft/blog/nuctype/) for this study. This work was supported by
the National Natural Science Foundation of China (31070166),
Doctoral Fund of Ministry of Education of China (20090181110064),
the Basic Research Program from the Ministry of Science and
Technology of China (Grant No. 2007FY110100) and the Research
Fund for the Large-scale Scientific Facilities of the Chinese Academy
of Sciences (2009-LSF-GBOWS-01).
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