Biol Invasions (2010) 12:1847–1854 DOI 10.1007/s10530-009-9596-z ORIGINAL PAPER Quantifying the levels of sexual reproduction and clonal spread in the invasive plant, Rosa multiflora Laura C. Jesse • John D. Nason • John J. Obrycki Kirk A. Moloney • Received: 8 July 2008 / Accepted: 30 September 2009 / Published online: 21 October 2009 Ó Springer Science+Business Media B.V. 2009 Abstract Rosa multiflora Thunb., (Rosaceae), an invasive plant in the eastern U.S., was introduced into the U.S. in the early 1800s and was widely planted in the 1940s as a living fence, for wildlife cover, and to prevent soil erosion. This species spread rapidly from these original plantings via seed dispersal (sexual reproduction) and clonal spread, invading pasture and wooded areas. In this study we used allozyme markers to test for significant differences in the levels of asexual and sexual spread in large ([9 m cirumference) verses small (\2 m circumference) patches of R. multiflora and in pasture verses park settings. Although larger patches of R. multiflora tended to be dominated by one genotype, they exhibited significantly greater genetic diversity and inputs from sexual reproduction than did small patches; all large patches (N = 10) contained multiple unique genotypes. In contrast six of ten smaller patches of R. multiflora, consisted of a single genotype, though three patches had two genotypes and one had three L. C. Jesse (&) Department of Plant Pathology, Iowa State University, Ames, IA 50011, USA e-mail: ljesse@iastate.edu J. D. Nason K. A. Moloney Department of Ecology, Evolution & Organismal Biology, Iowa State University, Ames, IA 50011, USA J. J. Obrycki Department of Entomology, University of Kentucky, Lexington, KY 40546, USA unique genotypes. Similar analyses revealed clonal structure in R. multiflora populations both park and pasture habitats but with significantly greater genetic diversity and sexual inputs in the former than the latter. These results are consistent with a model of invasive spread involving clonal spread, sexual reproduction, and bird-mediated seed dispersal into established patches. Sexual inputs appear to be highest in larger patches and park habitats where perching sites for birds are most abundant. This flexible reproduction system likely contributes to the invasiveness of R. multiflora and to current management failures. Keywords Multiflora rose Allozyme Clonal reproduction Introduction The negative effects of invasive taxa on native species, biodiversity and ecosystem function has been widely recognized and documented (Meyers and Bazely 2003). Nonetheless, there are many non-native species in the U.S. that are not disrupting natural systems; it is estimated that only 0.1% of all introduced species will become serious invaders (Williamson and Fritter 1996). The life history characteristics of invasive plants are of interest because they may shed light on why certain species are invasive and allow us to predict invasive potential 123 1848 before a plant is introduced into new habitats (Sakai et al. 2001). In addition, understanding the life-history characteristics, including the genetic diversity, of an invasive plant is often key to effective control strategies and tactics (Burdon and Marshall 1981). Rosa multiflora was intentionally introduced multiple times to North America from multiple sources in eastern Asia in the 1940s and 50s to serve as a living fence in pastures, as a means to control soil erosion, and to provide food and cover for wildlife (Burgess 1948; Klimstra 1956). This multistemmed shrub is now invasive in central and eastern United States (Banasiak and Meiners 2009) and can form impenetrable thickets that exclude native plant species and decrease pasture quality. Rosa multiflora is an insect-pollinated outcrossing species with seeds dispersed primarily by birds and rodents (Klimstra 1956; Scott 1965; Jesse 2006). It also reproduces clonally via roots and by layering (arching branches that reach the ground) (Burgess 1948; Klimstra 1956; USDA 1971). When R. multiflora was introduced to the U.S., it was presumed that seeds would germinate only under ‘‘ideal nursery conditions’’ and that propagation by layering would occur infrequently, when a branch was covered with soil (Burgess 1948). Consequently, invasive spread of this species was not predicted to be a problem (Steavenson 1946). Within 10 years, however, it was apparent that R. multiflora was spreading from the original plantings and was considered to be a serious emerging problem as an invasive species (Klimstra 1956). Rosa multiflora seeds are contained within a red fleshy hip and are dispersed primarily by birds and rodents (Klimstra 1956; Scott 1965; Schery 1977; Willson 1986). Rosa multiflora bushes are a common winter habitat for a variety of birds (Steavenson 1946; Schmid 1958; Morgan and Gates 1982), which was one of the primary reasons it was initially planted in the United States. In a 43 ha area in central New Jersey, Suthers et al. (2000) observed R. multiflora seeds in the excrement of gray catbirds, hermit thrushes, American robin, and cedar waxwings captured in mist-nets from September to November. Stiles (1982) observed mockingbirds, Mimus polyglottos, feeding on R. multiflora hips in New Jersey during February and March: 31.5% of the food items consumed by one individual mockingbird were R. multiflora hips. 123 L. C. Jesse et al. Reproduction by both seed and clonal growth may contribute to the invasiveness of R. multiflora, but the relative contribution of each mode of reproduction to its spread has not been examined. Management of R. multiflora requires a reduction in both the number of plants in an area, including the seed bank, and the potential spread of these plants. Two biological control agents of R. multiflora that have the potential to reduce its spread have been examined in the United States. One is rose rosette disease (RRD), whose causative agent has not been isolated and identified. This disease slows the rate of seed production and clonal spread and can kill R. multiflora plants within several years (Epstein and Hill 1997). The other is a wasp, Megastigmus aculeatus (Hymenoptera: Torymidae), whose larvae develop in the seeds of R. multiflora (Weiss 1917; Jesse 2006). If sexual reproduction does not contribute significantly to the spread of R. multiflora, the wasp should have little effect on its biological suppression. Allozyme markers have been used to determine the frequency and spatial distribution of individual plants produced sexually (via seed) or asexually (via clonal spread) (e.g., Hamrick et al. 1979; Ceplitis 2001; Ivey and Richards 2001). In this study we used variation in allozymes to quantify the relative levels of R. multiflora spread by seed dispersal and clonal growth within two habitats: woodland park and open pasture. In the park setting we expected a significant contribution to spread by seed, since trees and other plants serve as perching sites for birds, one of the primary dispersers of R. multiflora seeds. In pasture areas, in contrast, we expected layering to be a more important determinant of invasive spread because cattle often trample branches into the ground (Klimstra 1956), potentially promoting the production of clonal plants. As clonal patches become larger, however, they increasingly form suitable perching places for birds so that greater evidence of sexual reproduction (recruitment by seed) may be expected for larger patches as compared to smaller patches of plants in pastures. Consequently, in addition to comparing park and pasture effects, within each habitat we also compared patches of large ([9 m cir.) and small size (\2 m cir.) to test the hypothesis that recruitment by seed augments clonal reproduction in the spread of R. multiflora. Quantifying the levels of sexual reproduction and clonal spread 1849 Materials and methods Allozyme analysis Collection of material Fresh leaves sampled from patches were refrigerated (5°C) before 1–2 leaflets from each leaf were ground with a mortar and pestle in the extraction buffer of Mitton et al. (1979). Total protein extracts were absorbed through Miracloth (Calbiochem, La Jolla, CA) into 3 9 7 mm filter paper wicks, which were stored at -70°C until analysis. After an initial screening of 3 extraction buffers, 6 buffer systems, and 18 enzyme systems, we identified 6 polymorphic allozyme loci exhibiting expected subunit structures and patterns of expression. Ten percent starch gels and a 0.04 M morpholine-citrate gel-electrode buffer system adjusted to pH 6.1 (Murphy et al. 1996) were used to resolve aconitase (Acoh, EC 4.2.1.3), isocitrate dehydrogenase (Idh-1, Idh-2, EC 1.1.1.42), 6-phosphogluconate dehydrogenase (Pgd-1, Pgd-2, EC 1.1.1.44), and glucose-6-phosphate isomerage (Gpi, EC 5.3.1.9). Staining protocols for individual loci followed Soltis et al. (1983). Samples of R. multiflora leaf tissue were taken from two sites in central Iowa (Boone Co. and Story Co.) that are heavily infested with R. multiflora. The Story Co. site (N42°110 , W93°100 ) is a county owned park, some wooded areas and open unmowed areas that are infested with R. multiflora. Four of the five pairs of R. multiflora patches sampled were growing, at least partially, under a tree. The Boone Co. site (N42°80 , W93°550 ) is a privately owned and grazed cattle pasture with grazed grassy areas with scattered trees and an adjacent wooded area. Rosa multiflora grows as an understory plant in the wooded areas, under trees within the pasture and in open grassy areas. All of the five pairs of R. multiflora patches sampled were growing, at least partially, under a tree. At each site, leaves were taken from five pairs of patches, each pair consisting of a large and a small patch of plants separated by \3 m. A small patch was defined as what appeared to be a single multi-stemmed plant \2 m in circumference; a large patch appeared to consist of multiple plants and was over 9 m in circumference (Table 1). Four samples were taken from each small patch (\2 m cir.) at the cardinal points and eight samples were taken from each large patch, also at the cardinal points and at the primary intercardinal points. Pairs of patches were separated from other such pairs by at least 5 m. Data analysis For each patch, we determined the number and frequency of multilocus allozyme genotypes. Three measures of genotypic diversity and evenness were used to evaluate these data (Ellstrand and Roose 1987; Stoddart 1983). Genotypic diversity was calculated with the Simpson Index modified for a finite sample size (Pielou 1969). This measures the probability that Table 1 Genetic diversity in large patches (circumference [9 m) of R. multiflora (8 samples/patch) growing in park (Story Co.) and pasture (Boone Co.) habitats in central Iowa Site Patch Circ. (m) Distinct genotypes Genotypes/N D E Go Go/Ge P Story 1 23.8 5 0.63 0.86 0.56 4.00 0.77 0.283 Story 2 18.9 4 0.5 0.82 0.83 3.56 0.69 0.152 Story 3 18.3 4 0.5 0.64 0.00 2.29 0.44 0.024 Story 4 13.4 6 0.75 0.92 0.60 5.33 1.03 0.648 Story 5 10.4 5 0.63 0.78 0.00 3.20 0.62 0.138 Boone 1 25.6 4 0.5 0.64 0.00 2.29 0.42 0.018 Boone 2 21.9 4 0.5 0.75 0.50 2.91 0.53 0.043 Boone 3 14.6 2 0.25 0.57 0.10 2.00 0.36 0.004 Boone 4 31.7 4 0.5 0.75 0.50 2.91 0.53 0.043 Boone 5 9.1 4 0.5 0.75 0.50 2.91 0.53 0.043 D diversity calculated with a modification of Simpson index, E evenness, Go observed genotypic diversity, Ge the mean of simulated Ge values for a patch of size N. P-values in bold are significant after sequential Bonferroni adjustment 123 1850 L. C. Jesse et al. two ramets selected at random from a population of N plants will have different multilocus genotypes. Values of D range from 0 to 1: D¼1 G X ni ðni 1Þ i¼1 NðN 1Þ where ni is the number of individuals of genotype i, N is the number of individuals sampled, and G is the number of distinct multilocus genotypes detected in the population. Genotypic evenness (Frager 1972; Ivey and Richards 2001; Novak and Mack 2000) was measured as: E¼ Dobs Dmin Dmax Dmin where Dobs ¼ D from above, Dmin ¼ ðG 1Þð2N GÞ NðN 1Þ and Dmax ¼ NðG 1Þ GðN 1Þ Values of E can range from 0, if the sample population is dominated by one genotype, to 1 if each genotype in the population is represented by the same number of ramets. Finally, we calculated the observed genotypic diversity (Go) for each patch of plants (Stoddart 1983): .X p2i Go ¼ 1 where pi is the observed frequency of genotype i sampled from a given patch. Go can range from 1, if all sample genotypes are identical, to N, if each genotype in the sample is unique. Because allozyme diversity can underestimate clonal diversity, we tested if our observed genotypic diversity differed significantly from a population reproducing only sexually we used simulations to construct a distribution of expected genotypic (Ge) diversity for each patch under the null hypothesis of free sexual recombination. Following Ceplitis (2001), for a patch of sample size N the null distribution of Ge (and its mean) was determined by calculating Ge for each of 999 simulated sets of N multilocus genotypes constructed from study site allele frequencies assuming sexual reproduction. These simulated values of 123 Ge were ordered from lowest to highest, the rank (r = 1–1,000) of the patch’s observed value (Go) determined, and the value r/1,000 used to determine the probability (P) of Go under the null hypothesis of pure sexual reproduction. To evaluate the statistical significance of each P-value, a sequential Bonferroni correction (Rice 1989) was used to adjust testwise error rates for multiple tests on patches of size N within a site. In addition to individual patch level tests, a global test of Go for deviation from tie was conducted over all patches of size N within a site using Fisher’s combined probability test (Sokal and Rohlf 1995). To test the effects of site (park vs. pasture), patch sixe (large vs. small), and their interaction (site 9 patch size) we used a non-parametric, fixed-effects twoway ANOVA for ranked data (the Schreirer Ray Hare extension of the Kruskal–Wallis test (Sokal and Rohlf 1995). As a response variable we used the ratio Go/Ge, a measure of the fraction of reproduction due to sexual recombination, seed dispersal, and recruitment (as opposed to clonal spread) that takes into account differences between sites in available variation at genetic marker loci and between patch size in sample size. Pending a non-significant site 9 patch size interaction we tested the effects on Go/Ge of site (irrespective of patch size) and patch size (irrespective of site) using Mann–Whitney U-tests. Results The ability of genetic markers to distinguish among clonal genotypes increases with the number of marker loci and their allelic diversity. Taken over the six polymorphic allozyme loci, levels of genetic diversity provided good power to distinguish clones from mulitlocus genotypes that were identical by chance under sexual reproduction. Based on samples of N = 8 ramets, large patches ([9 m cir.) of R. multiflora had 2–6 distinguishable multilocus allozyme genotypes, averaging (SE) 4.2(0.3) across both field sites in central Iowa (Table 1). Although the diversity of genotypes (D) in large patches ranged from 0.57 to 0.92, many patches were dominated by a single genotype (E ranged from 0 to 0.83 with an average of 0.36). None consisted solely of a single genotype, however, indicating some level of sexual reproduction in each large patch. Quantifying the levels of sexual reproduction and clonal spread The observed genotypic diversity (Go) for large patches in Story Co. ranged from 2.29 to 5.33 (Table 1). After sequential Bonferroni adjustment, only one patch (Patch 3) differed significantly (P = 0.024) from the genotypic diversity expected from complete sexual reproduction. The observed genotypic diversity for large patches in Boone Co. ranged from 2.00 to 2.91 with two patches (Patches 1: P = 0.018, and 3: P = 0.004) exhibiting significant departures from complete sexual reproduction after adjustment for multiple tests. We interpret these significant results as evidence of clonal spread within some; but not all, large patches of R. multiflora. While only a subset of large patches exhibited significant evidence of clonal spread, a global test of Go over patches was significant for both sites (Story Co.: P \ 0.05; Boone Co.: P \ 0.001) indicating an overall excess of identical genotypes consistent with a mixture of sexual reproduction and clonal spread. Based on samples of N = 4 ramets, small patches of R. multiflora had 1–3 distinguishable genotypes, with an average (SE) of 1.5(0.25) genotypes across both field sites (Table 2). The diversity of genotypes (D) in small patches ranged from 0.00 to 0.83: with 6 of 10 patches consisting of a single multilocus genotype (E ranged from 0 to 1.00 with an average of 0.1). Of note, in 3 of 5 cases at both study sites, small patches of R. multiflora had unique genotypes compared to their paired large patch located nearby. The observed genotypic diversity (Go) for small patches of R. multiflora in Story Co. ranged from 1.0 to 2.67 (Table 2). After sequential Bonferroni Table 2 Genetic diversity in small patches (\2 m cir.) of R. multiflora (4 samples/patch) growing in two sites (Story Co. and Boone Co.) in central Iowa E Go Table 3 Nonparametric two-way ANOVA examining the effects of site, patch size, and their interaction on Go/Ge Source df SS 2 X1;0:05 Site 1 115.2 3.32 Patch size 1 168.2 4.85 Size 9 patch size 1 0.8 0.00 16 374.3 Error Bold indicates significance at the P \ 0.05 level adjustment, three patches (Patch 1, 4, and 5) differed significantly from the genotypic diversity expected under pure sexual reproduction. Small patches of R. multiflora growing at the Boone Co. site had observed genotypic diversities ranging from 1.0 to 1.6 (Table 2), with three patches (Patches 1, 2 and 4) differing significantly from expected values with pure sexual reproduction. These six patches with significant Go values are the same six patches consisting of a single genotype, a pattern indicative of complete asexual reproduction via clonal spread. In contrast the four other small patches consisted of 2 or 3 different sample genotypes, requiring at least some sexual reproduction. A global test of Go over patches was highly significant for both sites (P \ 0.001), not surprising given the number of patches at each site consisting of a single genotype. The two-way ANOVA indicated a significant effect of patch size (0.05 [ P [ 0.025) but not site (0.10 [ P [ 0.05) or their interaction (P [ 0.05) on the ratio Go/Ge (Table 3). Subsequent Mann–Whitney U-tests indicate significant effects on Go/Ge of both site and patch size with mean Go/Ge lower and hence clonal spread greater in pasture (Boone Co.) than park sites (Story Co.) and in small patches compared to large. Go/Ge P Site Patch Genotypes D Story 1 1 0.00 0.00 1.00 0.30 0.007 Story 2 3 0.83 0.00 2.67 0.80 0.46 Story 3 2 0.67 1.00 2.00 0.60 0.07 Story 4 1 0.00 0.00 1.00 0.30 0.007 Story 5 Boone 1 1 1 0.00 0.00 1.00 0.30 0.00 0.00 1.00 0.29 0.007 0.003 Boone 2 1 0.00 0.00 1.00 0.29 0.003 Boone 3 2 0.50 0.00 1.60 0.46 0.04 Boone 4 1 0.00 0.00 1.00 0.29 0.003 Boone 5 2 0.50 0.00 1.60 0.46 0.04 Parameters are as described in Table 1 1851 Discussion Our analysis of two sites in central Iowa indicate that at the scale of contiguous plants (patches up to 32 m in circumference) R. multiflora is spreading via a combination of sexual and clonal reproduction. Although overall genetic diversity of large patches was less than that expected under pure sexual reproduction at both field sites in Iowa, multiple genotypes were found in all large patches. Small patches of R. multiflora, in contrast, often consisted of a single genotype, with six of ten small patches having genotypes not detected in 123 1852 the nearby large patch. Taken together these results are consistent with the hypothesis that patches are established by seed, spread clonally, and at larger sizes are augmented by additional recruitment via seed. Indeed, ANOVA and Mann–Whitney U-tests indicate Go/Ge, and hence the combined effect of sexual reproduction, seed dispersal, and subsequent recruitment, is greater in larger patches than small. Though not as strong as patch size effects, the influence of site was also significant. The ratio of Go/Ge not only differed between park (Story Co.) and pasture (Boone Co.) sites but was greater in the former. This is consistent with the hypothesis that by providing more perching sites for frugivorous birds, more wooded settings, like parks, increase the likelihood that seed dispersal and recruitment will augment clonal spread in forming invasive patches of R. multiflora. More generally, Eriksson (1989) examined demographic studies of 68 plant species that reproduce clonally to determine rates of seedling recruitment into their populations. Forty percent of the clonal plants repeatedly included seedling recruitment into their populations. In contrast to our findings for R. multiflora, Eriksson (1989) found greater seedling recruitment was observed in species growing in grasslands (verses woodlands), with above ground clonal growth, phalanx style genet structure (verses guerilla style), and short distance seed dispersal (Eriksson 1989). The increases of R. multiflora may be enhanced by bird dispersal of seeds which provides long distance seed dispersal. The benefits of clonal growth include rapid increase in size, capture of resources, and reduced mortality of young ramets, relative to sexual reproduction (Silvertown and Doust 1993). Plant species seldom completely loose the ability to reproduce sexually, however, presumably because the advantages of maintaining genetic diversity outweigh the costs of sex (Silvertown and Doust 1993). In simulation models with the clonal plant Ranunculus repens, Soan and Watkinson (1979) found that even occasional establishment of sexually produced seedlings successfully maintained genetic variability within populations. Such levels of sexual reproduction can be quite high. In Mahonia aquifolium, for example, a clonal invasive shrub in Europe, approximately 50% of new ramets are estimated to arise via seedling recruitment (Auge and Brandl 1997). In a review of genotypic 123 L. C. Jesse et al. diversity in clonal plants Ellstrand and Roose (1987) found that most populations contained multiple unique clones consistent with recurrent sexual reproduction and recruitment. Such multiclonal populations usually showed intermediate levels of diversity and evenness. Species that regularly produced sexual progeny had relatively higher levels of genetic diversity (0.29–1.0 clones/sample) (Ellstrand and Roose 1987). We observed a similar range (0.25–0.75) in the number of clones/sample in the large patches of R. multiflora, where evidence of sexual inputs were greatest. Plants growing from bird-disseminated seeds often grow under fencerows and isolated trees in fields (McAtee 1947). Generally, relatively few bird dispersed seeds are found in areas without a perch site (Ferguson and Drake 1999). In a study conducted in New Jersey to determine the effect of vegetation height on bird-dispersed seeds, McDonnel (1986) observed that 16.4% of seeds found in bird excrement collected in traps placed under artificial saplings were from R. multiflora. During the winter of 2003–2004, we collected an average of 125 seeds and 151 hips in four 1 m2 boxes placed underneath four R. multiflora bushes in eastern Iowa (Jesse, unpublished data). The whole hips may have been knocked off the bush by wind or foraging mammals. The separate seeds may have been in a hip consumed by a bird or chewed apart by a rodent or other mammal. In either case, these findings together with our genetic data demonstrate that R. multiflora seeds collect and successfully recruit new individuals under established plants. Clonally reproducing invasive plants that have been introduced multiple times into a new environment will presumably have higher genotypic diversity than species with a single introduction (Pappert et al. 2000; Khudamrongsawat et al. 2004). For example, kudzu, Pueraria lobata, an invasive ornamental that was introduced multiple times into North America was found to have an average Simpsons D of 0.69 and evenness (E Fragers) of 0.74 (Pappert et al. 2000) indicating a diversity of different genotypes. Compared to kudzu, R. multiflora had a slightly higher level of diversity, but lower evenness (average E = 0.36). Rosa multiflora was introduced multiple times into the U.S., with multiple shipments of seeds entering the U.S. from Japan being reported in just the spring of 1917 (Weiss 1917). Our studies have documented that R. multiflora is spreading clonally, but like many clonal plants, has Quantifying the levels of sexual reproduction and clonal spread retained genetic diversity. However, these results may not be representative of how R. multiflora is spreading elsewhere as we analyzed populations only in Iowa. The genotypic diversity of invasive weeds may affect levels of control, e.g., high levels of genetic diversity may facilitate resistance to management practices, including biological control organisms (Khudamrongsawat et al. 2004; Ahmad et al. 2008). Burdon and Marshall (1981) concluded that it was probably due to genetic homogeneity that biological control was more effective against asexually reproducing weeds. Intentionally introduced weeds that are also capable of sexual reproduction, like R. multiflora, will be more difficult to control as they will have the genetic diversity to adapt to biological control agents (Burdon and Marshall 1981). Genetic diversity may be a contributing factor to current difficulties in managing R. multiflora. For example, R. multiflora in Iowa is susceptible to rose rosette disease and to seed predation by the larvae of the introduced wasp Megastigmus aculeatus (Hymenoptera: Torymidae) (Jesse 2006). Resistant individuals produced by sexual recombination may be selected for, however, making these sources of control less effective in the future. Seedling recruitment occurs in R. multiflora populations, so biological controls that reduce seed output may also reduce spread. We observed a reduction in viable seeds per rosehip at R. multiflora sites when M. aculeatus larvae consume viable seeds (Jesse 2006). It will be necessary to combine mechanical controls with any biological control for effective R. multiflora management. Dead R. multiflora plants are woody and will remain upright for several years, serving as a focal point for bird perches and will aid in protecting new seedlings from grazing animals. 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