This file was created by scanning the printed publication. Text errors identified by the software have been corrected; however, some errors may remain. Mycologia, 95(3), 2003. pp. 480--487. © 200.~by The MycologicalSocietyof America, Lawrence, KS 66044-8897 tvor/cE, r#,: 77#e 17~'Cu-PYrinl~j ,,,aybe q S. Co,fellah. Taxonomy of the Rhizopogon vinicolor species complex based on analysis of ITS sequences and microsatellite loci mushroom genera Suillus, Gomphidius and Chroogomphus and is thought to be derived from an epigeous (possibly Suillu~qike) ancestor through loss of com- Annette M. Kretzer ~ S. U.N.Y. Collegeof Environmental Science and Forestry, Faculty of Environmental and Forest Biology, 350 lllick Hall, Syracuse, Ntno York 13210-2788 plex morphological characters, such as a stipe, vertically oriented tubes and forcible spore discharge (Bruns et al 1989). Because of its reduced morphology, Rhizopogon is a taxonomically difficult genus and the current taxonomy has largely been shaped by the influential work of Smith and Zeller (1966). In addition to describing numerous new species, Smith and Zeller (1966) also established a detailed subgeneric classification with two subgenera (Rhizopogonella 'and Rhizopogon) that comprise two sections (Rhizopogonella, ~trulatae) and four sections (Pd~izopogon, Amylopogon, Fulviglebae, Villosuli), respectively. Species in the subgenus Rhizopogonella later have been transferred to the genus Alpova (Trappe 1975), and what we recognize as genus llhizopogon today is essentially Smith and Zeller's subgenus 1U~izopogon plus Alpova olivaceotinclus (from section Rhizopogonella) which has been transferred back to the genus Rhizopogon by Grubisha et al (2001); it remains to be determined in future studies, however, if other species from Alpova section Rhizopogonella will have to be transferred back to genus Rhizopogon as well. Grubisha et al (2002) recently conducted an ITS sequence-based phylogenetic study of the genus Rhizopogon. They found that Smith's and Ze[ler's (1966) section Amylopogon was monophyletic, section Rhizopogon was polyphyletic and section Fulviglebae likely would have been polyphyletic, if more species had been included; those species from section Fulviglebae that were included in the study formed a monophyletic clade nested within a paraphyletic section ViUosuli. Based on these results, Grubisha et al (2002) have proposed a n u m b e r of changes to the subgeneric classification of Rhizopogon that include reinstitution of an e m e n d e d subgenus Rhizopogon, elevation of sections Amylopogon and Villosuli to subgenus level and creation of two new subgenera, Roseoli and Versicolores (for more details see Grubisha et al 2002). Those species of section Fulviglebae that group with former section Villosuli were transferred to the new subgenus ViUosuli. Subgenus Villosuli is a strongly supported, monophyletic clade that will be the focus of the study presented below. Members of the subgenus Villosuli share a high level of host specificity Daniel L. Luoma .Department of Foresl Science, Oregon State University, 154 Peary Hall, Corvallis, Oregon 97331-7501 Randy MoIina U.S.D.A. Forest Service, Pat@c Northwest Re.warch Station, 2300 SWJefferson Way, Corvallis, Oregon 97331 .Joseph W. Spatafora De4?artment of Botany and Plant Pathology, Oregon State University, 2082 Cordley Hall, Corvallis, Oregon 97331-2902 Abstract: We are re-addressing species concepts in the Rhizopogon vinicolor species complex (Boletales, Basidiomycota) using sequence data from the internal-transcribed spacer (ITS) region of the nuclear ribosomal repeat, as well as genoLypic data from five microsatellite loci. The R. vinicolor species complex by our definition includes, but is not limited to, collections referred to as/L vinicolorSmith, R. diabolicus Smith, R. ochraceisporus Smith, R. parvulus Smith or tL vesiculosus Smith. Holo- a n d / o r paratype material for the named species is included. AJmlyses of both ITS sequences and microsatellite loci separate collections of the/7_ vinicolor species complex into two distinct clades or clusters, suggestive of two biological species that subsequently are referred to as R, vinicolor sensu Kretzer et al and R. vesiculosus sensu Kretzer et al. Choice of the latter names, as well as morphological characters, are discussed. Key words: fimgal species concepts, internal transcribed spacers, microsatellite markers, Rhizopo- gon INTRODUC~rlON Rhiz~pogon is an ectomycorrhizal genus in the Boletales (Basidiomycota) that forms hypogeous, trufflelike fruit bodies. It is closely related to the epigeous Accepted for publication February 5, 2003. Corresponding autbor. E-mail: kretzcra@esf.cdu 480 KRETZER ET AI_,:RIIIZOPOGONVINICOLORSPECIES COMI'LEX a n d are known to associate o n l y with Pseudotsuga spp. (Massicotte et al 1994, M o l i n a et al 1997). A n o t h e r d e t a i l e d p h y l o g e n e t i c s t u d y o f N o r t h A m e r i c a n collections o f s u b g e n u s Amylopogon recently has b e e n p u b l i s h e d by B i d a r t o n d o a n d B r u n s (2002). In a d d i t i o n to s u b g e n e r i c classification schemcs, t h e r e has b e e n c o n t r o v e r s y a b o u t species delineations in Rhizopogon. M o s t species c u r r e n t l y recognized in N o r t h Aanerica d a t e b a c k to Zeller a n d D o d g e (1918), Zeller (1941) a n d Smith a n d Zeller (1966), with s u b s e q u e n t a d d i t i o n s by S m i t h (1966, 1968), Harrison a n d S m i t h (1968), T r a p p e a n d Guzm~n (1971), H o s f o r d (1975), Cfizares et al (1992) a n d Allen et al (1999). However, m a n y species morphologically are very similar a n d d e s c r i b e d differences m i g h t r e p r e s e n t m o r p h o l o g i c a l a n d / o r o n t o g e netic variation within b i o l o g i c a l species. A n u m b e r o f synonymies t h e r e f o r e have b e e n p r o p o s e d (Martin et al 1998). G r u b i s h a et al (2002) also r e p o r t e d a n n m b e r o f irregularities with s p e c i e s d e l i n e a t i o n s a n d identifications. O f p a r t i c u l a r i n t e r e s t in t h e c o n t e x t of this study was the t'act t h a t several collections o f R. vinicolor were n o t m o n o p h y l e t i c b u t a p p e a r e d to form a paraphyletic g r a d e . C o l l e c t i o n s of R. diabolicus, R. ochraceisptnn~s a n d R. parvulus were derived from within the p a r a p h y l c t i c R. vinicolor grade. We collectively will refer to these taxa as the R. vinicolor species c o m p l e x . R. vinicolor a n d R. ochraceisporus can be d i f f e r e n t i a t e d p r i m a r i l y by subtle c o l o r differences in the reaction o f t h e p e r i d i n m to K O H as well as by an olive-brown versus rusty-brown ( " r u s s e t " ) gleba at maturity, a c c o r d i n g to Smith a n d Zeller (1966). In R. diabolicus, t h e m a t u r e g l e b a is "russet," as in the case o f R. ochraceisporus, b u t m a i n t a i n s a b r i g h t r u s t y - c i n n a m o n c o l o r afi.er d r y i n g . R. parvulus is d i s t i n g u i s h e d by s o m e i r r e g u l a r l y s h a p e d spores. Finally, we also i n c l u d e 1~ vesiculosus in the R. vinicolor species c o m p l e x b e c a u s e S m i t h calls it "scarcely d i s t i n g u i s h a b l e " f r o m R. vinicolor in the d r i e d stage; when fresh, R. vesiculosus is d i s t i n g u i s h e d by yellowbrown inflated cells in t h e e p i c u t i s (Smith arid Zellcr 1966). Despite known difficulties with species d e l i n e a t i o n s in the R. vinicolor species c o m p l e x , we have c h o s e n to work with R. vinicolor as a m o d e l taxon to study the p o p u l a t i o n s t r u c t u r e o f h y p o g e o u s ba~sidiomyceres (false-truffles). Rhizopogon vinicolor is a pred o m i n a n t l y s p r i n g - f r u i t i n g s p e c i e s ( L u o m a et al 1991) that is very a b u n d a n t in the Pacific Northwest. Most i m p o r t a n t , it f o r m s m o r p h o l o g i c a l l y distinct ect o m y c o r r h i z a e (EM) o n D o u g l a s fir (Pseudotsuga menziesii) known as t u b e r c u l a t e EM (Zak 1971, Massicotte et al 1992). T u b e r c u l a t e EM consists o f tight clusters of e c t o m y c o r r h i z a l r o o t s , e n c a s e d in a weft o f h y p h a e that often is r e f e r r e d to as the " p e r i d i u m " . 481 T h e y l e n d themselves to p o p u l a t i o n g e n e t i c work because they are large (up to several cm across) a n d are e n c o u n t e r e d m o r e f r e q u e n t l y than frtfit bodies, m a k i n g t h e m relatively easy to sample in the field. S p u r r e d by o u r interest in p o p u l a t i o n genetics of this g r o u p , we arc re-addressing t a x o n o m i c issues a n d species d e l i n e a t i o n s within the 17~ vinicolor species c o m p l e x using b o t h ITS s e q u e n c e s a n d microsatellite markers. C h a r a c t e r i z a t i o n o [ six p o l y m o r p h i c loci with t r i n u c l e o t i d e r e p e a t motils from 1¢. vinicolorwas r e p o r t e d e a r l i e r (Kretzer et al 2000). I n c l u d e d in this study are scveral I°&iztrpogon spp. type collections f r o m which DNA has n o t b e e n e x t r a c t e d and analyzed b e f o r e . MA'FERIA[~SAND METHODS Type collections were obtained from The University of Michigan Fungus Collection. When collections consisted of several sporocarps, one well-preserved sporocarp was chosen for DNA extraction and amplification. Tubcrculale EM amdyzed in this study were collected in the spring of 1998 in two plots, one located at Mary's Peak (44 ° 31.86' N and 123° 32.86' W) in the Oregon Coast Range and the other at Mill Creek (44° 12.17' N and 122° 13.95' W) in the Oregon Cascade Range. Plots were within 40-80- and 4050-year-old second-growth forests, respectively, dominated by Douglas fir (Pseudotsuga menziesii), weslern hemlock ( 7?~uga heterophylla) and western red cedar ( 7"huja plicata). The plotswere 10 m x 10 m, and an II x I1 point grid was established with 1 m point intervals. Soil cores (5 cm wide and approx. 30 cm deep) were taken at each grid point (121 cores per plot), and soils were sifted through a W. S. Tyler Company 2 mm sieve. [n total, 30 independcnl collections of tuberculate EM were ohlatined, 15 fl'om Mary's Peak and 15 fl'om Mill Creek. Tuberculate EM collections were fi'eeze-dried be[bi'e molecular analysis and will be identified as MPI-98 (Mary's Peak) and MCI-98 (Mill Creek) ~mples, respectively. Finally, cultures of R. vinicolor T20787 and T20874 were kindly provided by Dr. Ari Jumpponen (now at Famsas State University). Voucher collections of sporocarps from which these cultures were derived arc housed in the Fungus Collection of the Oregon State University Herbarium (OS()#61147 and OSC#61148). Genomic DNA was extracted from dried material, as described in Kretzer et al (2000). The ITS region (comprising ITS-I, the 5.8S rRNA gene, and ITS-If) was l'CR-amplificd with primers ITSlf and ITS4. When amplification of the entire region was unsuccessfid, only ITS-I was amplified with primers ITSlf and ITS2. For primer sequences, see White et al (1990) and Gardes and Bruns (1993). PCR reactions contained 50 mM KCI, 10 mM Tris-HCl (pH 9.0 at 25 C), 2.5 mM MgC1._,,0.1% Triton ® X-100, 0.2 mM of each dNTI', 0.5 IxM of each primer, 50 U/m[. Taq DNA polymerase, and empirical amounts of template DNA. Temperature cycling conditions were: 2 rain at 94 C, fifllowed by 35--40 cycles of 45 s a t 9 4 C , 30 s a t 5 0 C , 60s + I s/cycle at 72 C a n d a final extension of 10 rain at 72 C. PCR products were di- 482 MYCOi,O(;IA gested with AluI and IIinfl to produce restriction fragmentlength polymorphisms (RFI.P's) according to Gardcs and Bruns (1996). For sequencing purposes, PCR products were purilied by electrophoresis on 1% agarose gels followed by extraction with the QIAquick Gel Extraction Kit (Qiagen Inc.). Nucleotide sequences were determined with a BigDye Terminator sequencing kit and an ABI 373 automated sequencer. Sequencing Analysis and SeqEd sof~vare was used to process raw data (PE Applied Biosystems). PCR conditions for the amplification of microsatellite loci as well as primer sequences have been reported before (Kretzer et al 2000). Sizing of PCR product-~ was performed by acrylamide gel electrophnresis on an ABI 377 auu~mated sequencer using the "GS500 Tamra" internal size standard. Band sizes were estimated with GeneScan software (PE Applied Biosystems). Because the mobility of DNA fragments is inlluenced by base composition as well as the lluorescent dyes used, size units translate only roughly into numbers of hasepairs and commonly include fractions of a unit. Nevertheless, they are known to be highly reproducible with standard deviations for fragments in the 200-300 bp range commonly -0.15 (e.g., Haberl and Tautz 1999). Alleles therefore were scored as different whenever a break in the conli~uous distrihution of allele nletusurements was detectcal. In some cases, that meant thai. allele si~es might differ hy as little as 0.5 size units. Small differences of this kind can he explained by single basepair insertions a n d / o r substitutions that are known to occur in the microsatellite Ilaqking regions (e.g., Orti et al 1997). Phy]ogenefic analysis of ITS sequences was condt,cted in PAUP* (Sinauer Associates Inc.). Alignment of ITS sequences was perJbrmed manually with the PAUP* editor at~d a color fi:mt. Sequences immediately adjacent to the priming sites of tile ~quencing primers were of poor quality in some of tile sequences, and the respective areas fi'om the 18S, 5.8S and 28S genes were excluded fi'om the analysis. Fore" additional nucleotide positions were excluded because they appeared to be polymorphic, not only between taxa hut also within individual collections as indicated by double peaks in the sequencing chromatograms. Transitions and transversions were weighted equally (=1 step). Alignmem gaps were treated as missing data, but parsimony-informative alignment gaps were recoded by changing one character per alignment gap to a new state ' T ' (lbr " i n d e l ' ) . The new state ' T ' was introduced in the same position, when alignment gaps were identical in size and positiml and in dil'l~rent positions otherwise. Change fl'om any nt,clcotide to an "I" was weighted as one step. Parsi,nony analysis was perf~)rmed using the henristic search option with 10 random sequence additions. Bootstrap analysis was based on 10 000 replicates using the fast stepwise addition option. Tile dataset minus the exclt, ded positions was d(,posited at TreeBase. Microsatellite data were anal~ed by neighbor-joining (NJ) analysis of genotypic distances. Allele frequency-based analyses were not possible because of the relatively small munber of type collections available fbr many of the species analyzed here and because the group is taxonomically so difficul! that existiqg species concepts call be tested reliably only cm type material. We used a simple allele sharing dis- tance, which is [1 - (no. of shared alleles/2 X no. of loci compared)] (Bowcock et al 1994). Distances based on stepwise mutation models were not suitable for our dataset, because at some loci alleles sizes were not strictly spaced in multiples of three nucleotides as would be expected for loci with trinucleotide repeats under a stepwise mutation model. As already was discussed, irreg-ular spacing can be caused by small insertions/deletions a n d / o r substitutions in the microsatellite flanking regions, and was particularly pronounced when collections belonging to different species were analyzed togethel: RESULTS A total of 14 new ITS s e q u e n c e s were d e t e r m i n e d in this study a n d are listed in TABLE I with their GenBank accession n u m b e r s . Most new sequences were derived from holo- a n d paratype material designated by A l e x a n d e r Smith (Smith a n d Zeller 1966) a n d made available to u s by T h e University of Michigan F u n g u s Collection. Collection AHS68673, the holotype for R. parvulus, was n o t available to us tor DNA extraction b e c a u s e of small collection size, a n d DNA extraction and amplification from collection AHS65267, the holotype for R. ochraceisporus, was unsuccessful. All t u b e r c u l a t e EM c o l l e c t i o n s were screened before s e q u e n c i n g by ITS-RFLP's, using the PCR primers I T S l f a n d ITS4 a n d the restriction enzymes Alul a n d HinfI. Two different fungal ITSRFLP p a t t e r n s were observed with the restriction enzyme Alul, a n d o n e e x e m p l a r y collection of each pattern was c h o s e n for s e q u e n c i n g (for details o n b a n d sizes see discussion). ITS s e q u e n c e s d e t e r m i n e d in this study were a l i g n e d a n d a n a l y z e d t o g e t h e r with 18 s e q u e n c e s from Rhizopogon s u b g e n u s Villosuli that were determ i n e d in a p r e v i o u s study ( G r u b i s h a et al 2002). T h e c o m p l e t e ITS dataset i n c l u d e d 32 taxa a n d 542 characters, o f which 47 c h a r a c t e r s were p a r s i m o n y i n f o r m a t i v e . P a r s i m o n y a n a l y s i s r e s u l t e d in 100 m o s t - p a r s i m o n i o u s trees that were 81 steps long. O n e of the m o s t - p a r s i m o n i o u s trees is shown in FIG. 1A, a n d b r a n c h e s s n p p o r t e d by all 100 trees are h i g h l i g h t e d in b o l d lines. N u m b e r s above b r a n c h e s indicate s u p p o r t f r o m b o o t s t r a p analysis. Collections of the R. vinicolorspecies c o m p l e x fall into two wellresolved a n d s t r o n g l y s u p p o r t e d clades that f u r t h e r on we will refer to as R. vinicolor sensu Kretzer et al a n d R. vesiculosus s e n s u Kretzer et al (for choice o f clade names, see d i s c u s s i o n ) ; t h e r e was n o resolution b e t w e e n c o l l e c t i o n s within e i t h e r clade d u e to little or n o s e q u e n c e variation. Both R. vinicolorsensn Kretzer et al a n d R. vesiculosus sensu Kretzer et al clades i n c l u d e e x e m p l a r y s e q u e n c e s from tuberculate EM, i n d i c a t i n g that taxa in b o t h clades f o r m KRETZER ET AL: RItIZOPOGON V1NICOLOR SPECIES COMPLEX 483 TAm.~;I. Collections from the R_ vinicolorspecies complex studied by either ITS sequence or microsatellite analysis or both. Additional ITS sequences from Rhizopogon subgenus ViUosuli were taken from Grubisha et al. (2002) Collection No. Type IL diabolic~ IL diabolictL, IL diabolicTL~ tL diabolicus IL ochraceisporus R. ochraceisporus IL ochraceisporu.s R. ochraceisporus IL ochraceisporus R. parvulus IL v~ic~zlosus IL vesiculosus IL vinicolor 1L vinicolor 1~ vinicolor R. vinicolor FL vinicolor tL vinicolor R. vinicolor R. vinicolor R. vinicolor R. vinicolor R. vinicolor IZ vinicolor R. vinicolor R. vinicolor R. vinicolor R. vinicolor 1.L vinicolor Tuberculate EM Tuberculate EM Tuberculate EM Tuberculate EM AHS68404 AHS68424 AHS68489 AHS70305 AHS58928 AHS65963 AHS68395 T17916 T17944 AHS68364 AHS68040 AHS68041 Tru2195 AHS68071 AHS68092 AHS68177 AHS68179 AHS68189 AHS68227 AHS68576 AHS68579 AHS68595 AHS68602 AHS68690 AHS68705 T17899 T19383 T20787 T20874 MC1-98-H9 = type I M C 1 - 9 8 - B= 0 type II MC1-98-XX MP1-98-XX paratype paratype paratype holotype paratype paratype paratype --paratype holotype paratype holotype paratype paratype paratype paratype paratype paratype paratype paratype paratype paratype paratype paratype -~ ~ ~ ~ -~ -- Origin Pend Oreille Co., Pend Oreille Co., Bonner Co., ID Idaho Co., ID Idaho Co., ID Adams Co., ID Pend Oreille Co., OR OR Bonner Co., ID Bonnet Co., ID Bonner Co., ID Boise Co., ID Bonner Co., ID Pend Oreille Co., Bonner Co., ID Bonner Co., ID Bonner Co., ID Pend Oreille Co., Bonner Co., ID Bonner Co., ID Bonner Co., ID Bonner Co., ID Bonner Co., 1D Bonner Co., ID Benton Co., OR Coos Co., OR Adams Co., ID Bonner Co., ID Lane Co., OR I,ane Co., OR Lane Co., OR Benton Co., OR ITS accession WA WA WA WA WA AF366386 Grubisha et AF366387 AF366388" AF366389 Grubisha et AF366390" Grubisha et Grubisha et Grubisha et AF366391 AF366392 AF263929 AF418268 AF263930 -AF263931 --- ai., 2002 al., 2002 al., 2002 al., 2002 al., 2002 --AF263932 --Grubisha et al., 2002 Grubisha et al., 2002 Grubisha et al., 2002 -AF263938 AF263939 --- * Only the ITSI region was successfully amplified and sequenced; see methods. ec'tomycorrhizae with t u b e r c u l a t e m o r p h o l o g y o n Douglas fir. We subsequently have scored microsatellite alleles at five loci for 22 s p o r o c a r p v o u c h e r collections from the R. vinicolor species c o m p l e x (again mostly type material, see Fie,. 1B a n d TAm.E I) a n d 30 collections of tuberculate EM from two plots described in the methods. Characterization of six p o l y m o r p h i c microsatellite loci from R. vinicolor T20787 was r e p o r t e d previously (Kretzer et al 2000). PCR p r i m e r s develo p e d for five of the six loci also were f o u n d to amplify fragments of expected size from collections of R. vesiculosus sensu Kretzer et al; those were the primers for loci Rv02, Rv15, Rv25, Rv46 a n d Rv53, which consequently were used in this study. Microsatellite markers revealed that the 30 collections of tubet:culate EM m a d e in two 10 m by 10 m plots r e p r e s e n t e d a total of 11 different multilocus g e n o t y p e s ( = genets); six were genets of R. vinicolor sensu Kretzer et al, a n d five were genets of R. vesiculosus sensu Kretzer et al as i n d i c a t e d by ITS-RFLP analysis c o n d u c t e d earlier (see first p a r a g r a p h of the results section). Details o n the size a n d d i s t r i b u t i o n of genets across both plots will be p u b l i s h e d elsewhere. To avoid redundancy, only o n e representative tuberculate EM sample of each g e n e t was i n c l u d e d in the cluster analysis pres e n t e d below; in addition, o n e g e n e t was omitted from the analysis because of missing data at o n e locus. Calculation of multilocus pairwise distances (see m e t h o d s ) a n d n e i g h b o r - j o i n i n g analysis resulted in the p h e n o g r a m shown in FIG. lB. It separates collections into two distinct clusters, which c o r r e s p o n d to R. v i n i c o l o r s e n s u Kretzer et al and R. vesiculosus sensu Kretzer et al clades in Fie,. 1A. W i t h i n the two clusters, however, again there is n o clear evidence for 484 MYCOLOGIA A R. vinicolor Tru2195 H R. vinicolor AHS68092 P R. vinicolor T17899 R . _ ~ .(~hvinicolor T20787 R. ochraceisporus AHS65963 P raceisporus AHS58928 P clade h tuberculate EM type I R. vinicolor 89 R. diabolicus AHS68424 P sensu Kretzer et al. R. diabolicus AHS70305 H R. diabolic'us AHS68404 P R, parvulus AHS68364 P R. ochraceisporus T17916 R. ochraceisporus T17944 R. ochraceisporus AHS68395 P R. vinicolor AHS68071 P R. vinicolor AHS68602 P R. vinicolor AHS68179 P clade I1: 100 R. vinicolor T19383 R. vesiculosus tuberculate EM type II sensu Kretzer et al. R. vesjculosus AHS68040 H R. vesiculosus AHS68041 P R diabolicus AHS68489 P R. parksii T17679 parksii T19446 Villosulus AHS59143 R. hawkerae AHS68417 P ersii T17228 Ilescens T17681 R. colossus AHS49480 H 76 R, villosulus T19466 ITS nucleotide sequences: one out of 100 mp trees. 1 step B8 . ~ R ~ R • sp. nov. T17466 B Genotypic data from 5 microsatellite loci: NJ phenogram. o. - - %. o.o5 " ,~ ~L ~ "" " '° A¢ f Rvi T20787 'a~8o8,o "--n:= =0 %~e.o o FIr,. I. (A) O n e of 100 most-parsimonious (mp) trees obtained from nucleotide sequences of the internal-transcribed spacer region. Branches that are supported by all 100 m p trees are highlighted in bold; numbers above branches indicate support from bootstrap analysis. The tree is unrooted. (B) Neighbor-joining phenogram based on genotypic data from five m i c r o s a t e l l i t e loci. A b b r e v i a t i o n s are: R d = R_ diabolicus, Ro = R. ochraceisporus, R p = R. p a r v u l u s , Rve = R. vesiculosus, Rvi = R. vinicolor, H = h o l o t y p e , P = p a r a t y p e . MC1 a n d M P I s a m p l e s a r e f r o m t u b e r c u l a t e m y c o r r h i z a e ; see Me t hods . A r r o w i n d i c a t e s b r a n c h s e p a r a t i n g R. vinicolor s e n s u K r e t z e r e t al a n d H. vesicula~us s e n s u K r e t z e r e t al. any sort o f sub-clustering that would correlate with c u r r e n t taxonomy or otherwise indicate the presence o f m u l t i p l e b i o l o g i c a l species. I n t e r n a l b r a n c h lengths are longer in the R. vinicolor sensu Ki-etzer et al cluster than in the R. vesiculosus sensu Kretzer et al cluster. This simply reflects the fact that the microsatellite markers originally were developed for R_ vinicolor, and it is n o t u n c o m m o n for microsatellite markers to be less p o l y m o r p h i c in nontarget species than in target species (e.g., FitzSimmons et al 1995). KRETZER ET AL: RHIZOPOGON VINICOLOR SPECIES COMPLEX DISCUSSION Both the ITS sequences and the microsatellite loci analyzed in this study separated collections of t h e / L vinicolor species complex into two distinct clades or clusters indicative of two biological species. These findings are in taxonomic conflict with the five or more species names applied to this group. All species in question were described by Alexander Smith (Smith and Zeller 1966), who intended to document all observed morphological diversity and to establish narrow species concepts, potentially including ontogenetic or environmental variants as discrete species (Smith and Thiers 1971). To address this possibility, a re-evaluation of the main morphological characters used by Smith to separate the species is warranted. A key character in differentiating R. vinicolor sensu Smith and R_ ochraceisporus is the color reaction of the peridium to KOH. The differences, however, not only are subtle but also are influenced by the developmental stage. Rhizopogon vinicolorsensu Smith and R_ ochraceisporus also differ in the color of the gleba at maturity, which is "dark olive-brown" in the former and "rusty cinnamon-brown" (="russet") in the latter. Color characteristics of immature fruit bodies are given in much detail for R. vinicolor but are absent from the description of R. ochraceisporus. We think that R. ochraceisporus constitutes a mature color variant of R. vinicolor. Similarly, R. diabolicus is characterized by a "russet" gleba at maturity that retains a "bright rusty cinnamon" color when dried. We exa m i n e d type material for b o t h R. diabolicus (AHS70305 = holo, AHS68404 = para) and R. ochraceisporus (AHS65267 = holo, AHS68395 = para) and found the color of the dried glebas comparable if not identical. R. diabolicus AHS68489 (=paratype) did not have a "rusty c i n n a m o n " gleba, an observation" that is consistent with its placement within the R. vesiculosus group by both ITS sequence and microsatellite data (FIG. 1). Mature R. diabolicus sporocarps strongly resemble R. ochraceisporus ("ochraceous" to "rusty brown" peridium staining "rusty brown" in KOH and dark "olive" in FeSOt, "russet" gleba), according to Smith's description, while immature sporocarps bear much resemblance to R. vinicolar, including the white peridium with "vinaceous" flushes, the "lilaceous" or "vinaceous" reaction to KOH and the weak reaction to FeSO4. Finally, spores of all three species (described by predominant size and extremes) are comparable in size (approx. 6.5-9.0 × 3.0--4.5 i~m) (Smith and Zeller 1966). In conclusion, we believe that R. vinicolor, IL ochraceisporus and R. diabolicus are synonyms, an interpretation that also is supported by neighbor-joining analysis of multilocus genotypic distances (FIG. 1B). None of the three spe- 485 cies names has priority over the others, and we therefore chose R. vinicolor (sensu Kretzer et al) tor this group, because it currendy is the most widely used name and therefore provides the greatest taxonomic continuity. The taxonomic status of R. parvulus is more difficult to interpret, largely because only a single collection (AHS68364 = paratype) was available to us for DNA extraction. This collection clusters tightly with R. vinicolor sensu Kretzer et al in the ITS tree, a finding that is consistent with most morphological characters (Smith and Zeller 1966). In the microsatellitebased phenogram, however, it falls just slightly outside the R. vinicolor sensu Kretzer et al cluster. It is different from R. vinicolor sensu Smith primarily in that it has slightly larger (8-10 × 4-5 p.m) and often irregularly shaped spores. Even if R. parvulus should constitute an independent species or hybrid, iris unlikely to confound future population genetic work because itis very rare. In both the ITS tree and the microsatellite phenogram, a large n u m b e r of apparently misidentified I-L vinicolor collections group strongly and distinctly with R. diabolic'us AHS68489 (discussed above) and with two collections of R. vesiculosus, including the holotype (AHS68040). Because again there is no indication for sub-clustering within this group from either dataset, we shall refer to it collectively as R. vesiculosus sensu Kre~er et al (Fw,. 1A). As noted by Snfith and Zeller (1966), R. vesiculosus is "scarcely distinguishable" from R. vinicolor in the dried stage. This high degree of similarity might explain the large n u m b e r of misidentified collections, not only among Smith's own "vinicolo¢' collections but also among OSC herbarium material (data not shown). When flesh, the color of the mature gleba distinguishes both species, an observation that is consistent with our own (see below). Unfortunately, we have not been able to observe another diagnostic character for R. vesiculosus that Smith and Zeller (1966) describe as "yellow-brown (fresh) inflated ceils" found in the epicutis that are "similar in size and shape to those found in many species of section Villosuli". Although these cells readily can be observed in dried material from section Villosuli, Smith reports that they collapse in R_ vesiculosus upon drying and then are "not so readily demonstrable" thus making use of this character difficult to test. We have not undertaken microscopic studies of this character in fresh material but have been unable to observe the inflated cells either in Smith's collections or in our own dried collections. In addition, R. vesiculosus sensu Kretzer et al differs from Smith's description of R. vesiculosus in having a wider range of spore lengths (approx. (5) 486 MYCOLOGIA 6--9 (10) ~m versus 6--6.5 I~m) and in growing under Douglas fir rather than lodgepole pine. Based on our extensive sampling of spring-fruiting Rhizopogon species under Douglas fir around Mary's Peak in the Oregon Coast Range, we find that the most useful characters for differentiating sporocarps of R. vinicolor sensu Kretzer et al and R. vesiculosus sensu Kretzer et al are the colors of the fresh peridium and gleba. However, not all stages of developm e n t are equally distinctive and m o r e than one developmental stage often is needed to unambiguously assign material to either species: Both species begin with a white p e r i d i u m that b r u i s e s pinkish-red (Smith's "vinaceous"), but only R. vinicoltrr sensu Kretzer et al develops vivid yellow patches during early maturity. At maturity, both species are light yellowish brown (Smith's "ochraceous") and turn various shades of brown from handling, the shades typically reflecting the color of the mature gleba underneath (see below). In R. vinicolor sensu Kretzer et al, the gleba develops from white when immature through pale yellow and pale greenish yellow-brown, to dark greenish brown (Smith's "olive-brown") or brown or more rarely reddish brown (Smith's "rusty cinnamon-brown" or "russet"). On the other hand, the gleba of R. ve~siculosus sensu Kretzer et al appears to develop from white to greenish brown (a stage that apparently is short and was not noted in the type d e s c r i p t i o n ) to d a r k b l a c k i s h - b r o w n ( d o m i n a n t stage). Finally, we find that tuberculate EM of both species also differ somewhat in morphology. The weft of darkly pigmented hyphae that encases the clustered ectomycorrhizae is fluffy in R. vinicolor and attached to the ectomycorrhizae in such a way that it molds to the ectomycorrhizae and cannot be peeled back readily. In R. vesicmlosus, it is appressed but detached from the ectomycorrhizae such that it can be peeled back in large patches. Although a more detailed and formalized description of morphological differences at the EM level would be desirable, it was not the goal of this study. Ultimately, sporocarps and tuberculate EM of both species most readily and reliably can be difterentiated by ITS-RFLP's with the restriction enzyme AluI. When PCR primers I T S l f and ITS4 are used, a single undigested band of size 743 bp characterizes R. vesiculosus sensu Kretzer et al while three bands of sizes 419 bp, 224 bp and 97 bp are most typical of R. vinicolor sensu Kretzer et al (a C to T transition is occasionally observed in one of the restriction sites of 1~ vinicolor and results in only two bands of sizes 516 bp and 224 bp). Exact band sizes have been deduced from nucleotide sequences. Our data support the conclusion that, within our sampling range (Oregon, Washington and Idaho), the R. vinicolor species complex is composed of two sympatrically distributed, phylogenetic species (indicated by ITS sequence analyses), which correlate with biological species (indicated by microsatellite g e n o typic distances). In future population genetic work, both species readily can be differentiated from either r e p r o d u c t i v e or vegetative structures using ITSRFLP's as described. From a taxonomic point of view, we have shown that, in Rhizopogon subgenus ViUosuli, paratype material in many cases cannot be relied on to represent the holotype. That puts us in a difficult position for making taxonomic changes with respect to R. ochraceisporus because DNA from the holotype was not successfully amplified. Two lines of evidence, however, lead us to believe that R. vinicolor and R. ochraceisporus should be regarded as synonyms: (i) Morphological characters as discussed above do not provide strong evidence against synonymy. In particular, we believe that morphology strongly supports synonymy o f / L ochraceisporus and R. diabolicus (see above); the latter in turn is supported by our molecular data to be synonymous with R. vinicolor. (ii) The three paratype collections of R. ochraceisporus analyzed here actually did cluster within the same clade, suggesting that paratype material for this particular species might be more consistent than other species. In the next section, we therefore formally propose synonymization of R. vinicolor, R. ochraceisporus a n d / L diabolicus. Although we believe that these changes best reflect the current state of knowledge, this study does not claim to be an exhaustive treatment of the R. vinicolor species complex. The study was guided primarily by our desire to clarify species delineations in the Pacific Northwest, which is the geographic center of o u r o n g o i n g p o p u l a t i o n genetic work, and, through incorporation of type material, to provide valid names for the two species identified. The selection of taxa to be included in this study was based largely on pre-existing molecular evidence that suggested particularly close affiliations of these t a x a with I~ vinicolor (Grubisha et al 2002). A filture, more comprehensive study should include vinicolor-like "collections from a wider geographic range, as well as type material from other morphologically similar species, such as R. cinnamoraeus Harrison and Smith, R. subcinnamorneus Smith, R. olivaceoJitscus Smith, R. pachyspora Hosford and others. TAXONOMY Rhizt~pogon vinicolor A. H. Smith. Basionym: Rhizopogon vinicolorA. H. Smith. In Smith and Zeller, 1966: Mem. N. Y. Bot. Gard. 14 (2): 67-69. Synonyms: Rhizopogon ochraceisporus A. H. Smith. In KRFTZER ET AI.: PuHIZOPO(;ONVINICOLOR SPE(:IES COMPI.EX Smith and Zeller, 1966: Mere. N. Y. Bot. Gard. 14 (2): 62. Rhizopogon diabolicu~$ A. H. Smith. In Smith and Zeller, 1966: Mere. N. E Bot. Gard. 14 (2): 64-65. 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