AN ABSTRACT OF THE THESIS OF Gabino Garcia de los Santos for the degree of Doctor of Philosophy in Crop Science presented on August 18, 1997. Title: Crossing Behavior, RAPD Analysis and Chlorophyll Fluorescence in Relationship to the Geographic Adaptation of Birdsfoot Trefoil (Lotus corniculatus L.) Abstract Redacted for Privacy approved: ey J. Steiner Birdsfoot trefoil (Lotus corniculatus L.) is a popular perennial, nonbloating forage legume used for pasture, hay and silage throughout the temperate regions of Europe, Asia Minor, North Africa and North and South America. It is regarded as the most morphologically and biochemically variable species in the genus. Research investigating the relationships of morphological, ecological and genetic characteristics describing birdsfoot trefoil germplasm has not been done. This research was conducted to investigate if the geographic and ecological origins of birdsfoot trefoil genotypes are related to differences in: (i) crossing compatibility among diverse genotypes, (ii) morphological traits, (iii) PCR-RAPD banding patterns, and (iv) temperature response of chlorophyll Photosystem II variable fluorescence. The 28 genotypes were classified by morphological characteristics, 130 polymorphic random amplified polymorphic DNA bands, and eight ecological characteristics of the original collection sites. The ease of introgressing 27 exotic genotypes into other germplasm backgrounds was determined by using bidirectional crosses with a domestic and exotic genotype tester. The chlorophyll fluorescence transients ratios (FTR) were determined from eight genotypes that were selected by their ecological diversity with measurements made from 10 to 40° C in 5° C increments for 33 minutes from the time of initial dark adaptation in 3 minute increments. Morphological similarities among genotypes were related to the general geographic proximities of their collection sites and their genetic similarity based on RAPD markers. Utilizing genetic, morphological and ecological descriptions revealed combinations of variation among genotypes that would not be observed with single measurements. Incompatibility among crosses was expressed as either an inability of plants to set pods or F1 progeny resulting from crosses producing inviable pollen. Reproductive barriers were environmentally neutral and randomly distributed through the among the genotypes. Intermediate crosses could be identified to bridge any combination of genotypes that were incompatible. The eight genotypes differed in their FTR responses and were grouped into two classes. However, no associations were found between genotype similarities by FTR with genetic or ecologic similarities. 0 Copyright by Gabino Garcia de los Santos August 18, 1997 All Rights Reserved Crossing Behavior, RAPD Analysis and Chlorophyll Fluorescence in Relationship to the Geographic Adaptation of Birdsfoot Trefoil (Lotus comiculatus L.) By Gabino Garcia de los Santos A THESIS submitted to Oregon State University in partial fulfillment of the requirements for the degree of Doctor of Philosophy Presented August 18, 1997 Commencement June 1998 Doctor of Philosophy thesis of Gabino Garcia de los Santos presented on August 18, 1997 APPROVED: Redacted for Privacy Major Pr 9fe sor pi fe ting Crop Science \./ Redacted for Privacy Chair of Department of Crop and Soil Science Redacted for Privacy Dean of Graduate /School I understand that my thesis will become part of the permanent collection of Oregon State University libraries. My signature below authorizes release of my thesis to any reader upon request. Redacted for Privacy Gabino Garcia de los Santos, Author ACKNOWLEDGMENTS Thanks must be given to my major professor Dr. Jeffrey J. Steiner for his support, guidance, friendship and understanding. I would also like to thank the rest of my committee members Dr. Stephen M. Griffith, Dr. Aaron Liston, Dr. Patrick M. Hayes, and Dr. Russell S. Karow, for their suggestions and thorough reviews of my manuscripts, and Dr. Thomas J. Wolpert for serving as my graduate representative. Thanks and appreciation are also extended to Chris Poklemba, for his help and constant advice for the laboratory analyses and data collection. I would like to give special thanks to Consejo Nacional de Ciencia y Tecnologia (CONACYT), my Mexican sponsoring institution who supported me during all my academic program, Colegio de Postgraduados for its constant support, and also Oregon State University for its partial support of my scholarship expenses. To the staff of the USDA-ARS, National Forage Seed Production Research Center, for their constant friendship. Finally, thanks to my beloved wife and daughters who always agreed my decisions and shared all the difficult times with me without conditions. TABLE OF CONTENTS Page CHAPTER 1. GENERAL INTRODUCTION 1 CHAPTER 2. LITERATURE REVIEW 6 Origin and Importance of Birdsfoot Trefoil Ecological Adaptation Plant Morphology Root Stem and Leaf Flower and Pod Germplasm Diversity Germplasm Management Introduction Germplasm Characterization Plant Descriptors Morphological Descriptors Cytologic and Genetic Analysis Molecular Descriptors Physiological Descriptors Geographic Descriptors Matrix Correlation and Trait Relationship 21 CHAPTER 3. ADAPTIVE ECOLOGY OF Lotus corniculatus L. GENOTYPES: I. PLANT MORPHOLOGY AND RAPD CHARACTERISTICS 24 Abstract Introduction Materials and Methods Genetic Materials and Collection Site Ecological Descriptions Genotype Descriptions Morphological Characters Molecular Characters DNA Extraction and Quantification RAPD Analysis Statistical Analysis Identification of Genetically Diverse Groups 6 6 7 7 7 8 9 10 10 11 12 14 15 17 18 19 24 26 29 29 33 33 36 36 37 39 39 TABLE OF CONTENTS (cont'd) Page Results and Discussion Morphological Classification Genetic Classification Classification Method Comparisons Conclusions References CHAPTER 4. ADAPTIVE ECOLOGY OF Lotus corniculatus L. GENOTYPES: II. REPRODUCTIVE COMPATIBILITY AND INTROGRESSION ABILITY Abstract Introduction Materials and Methods Genetic Materials Measures of Reproductive Success Ease of Introgression with USA and SWI Testers Cross-compatibility Among Exotic Genotypes Statistical Analysis Results and Discussion Characterization of Parental Genotypes Ease of Exotic Genotype Introgression with USA and SWI Testers Cross-compatibility Among Diverse Genotypes Conclusions References 41 41 53 55 56 58 62 62 63 65 65 67 67 68 68 70 70 71 76 79 80 CHAPTER 5. ADAPTIVE ECOLOGY OF Lotus corniculatus L. GENOTYPES:III. CHLOROPHYLL FLUORESCENCE AND ADAPTATION 82 Abstract Introduction Materials and Methods Selection of Genotypes Fluorescence Reappearance Measurement Data Analysis Results and Discussion Fluorescence Reappearance Curves 82 83 85 85 85 87 89 89 TABLE OF CONTENTS (cont'd) Paae Association of Chlorophyll Fluorescence Response with other Classification Characteristics Conclusions References 89 97 98 CHAPTER 6. COMMON CONCLUSION 101 BIBLIOGRAPHY 104 APPENDICES 120 Appendix 1 Intra-accession variation assessment of the eight birdsfoot trefoil genotypes. 121 Appendix 2 Binary data matrix of the 18 morphological traits and the 71 characters states 122 Appendix 2 (cont'd) 123 LIST OF FIGURES Figure EAU 3.1 Ward's cluster analysis classification of 28 exotic old world birdsfoot trefoil genotypes based on 18 morphological traits described by 71 binary characters states using Euclidian distance 46 3.2 Classification of 28 exotic old world birdsfoot trefoil genotypes based on 130 RAPD product bands using Euclidian distance and Ward's cluster analysis 52 4.1 Female (F) and male (M) cross compatibility between NC-83 and PI 234811 with 27 exotic genotypes measured as: A, percentage of pod set; B, pod length; C, seeds per pod; and D, F1 pollen viability. Accession names at the top and bottom of A and D indicate extremes combination values for pod set and pollen viability, respectively. Box plots labeled with different letters indicate mean comparison between male and female parents are different at P s 0.05 according to LSD test 72 4.2 Female (F) and male (M) diallele cross compatibility among seven exotic and one North american adapted genotypes measured as: A, percentage of pod set; B, pod length; C, seeds per pod; D, percentage of F1 pollen viability. Accessions used are: MOR, PI 31276; SWI, PI 234811; FRA2, PI 235525; ETH, PI 260268; NOR2, P 1319823; RUS2, PI 325369; TUR, PI 464682; and USA, 'NC-83'. Accession names at the bottom of D indicate poor combination for pollen viability. Box plots labeled with different letters have means significant different at P s 0.05 according to LSD test. 78 5.1 Fluorescence transient ratio (Fv/Fo) temperature response curves for Morocco (MOR) and Switzerland (SWI) birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean 90 5.2 Fluorescence transient ratio (Fv/Fo) temperature response curves for France (FRA2) and Ethiopia (ETH) birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean 91 LIST OF FIGURES (cont'd) Figure Elg2 5.3 Fluorescence transient ratio (Fv/Fo) temperature response curves for Norway (NOR2) and Russia (RUS2) birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean 92 5.4 Fluorescence transient ratio (Fv/Fo) temperature response curves for Turkey (TUR) and USA birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean 93 5.5 Optimum temperature for fluorescent transient ratios (FTRoptImum) for eight birdsfoot trefoil genotypes. Each point represents the mean of the 12 observations per temperature taken every three minutes 5.6 94 Classification of eight birdsfoot trefoil genotypes based on all the chlorophyll fluorescence transient ratio measurements made from temperatures ranging from 10 to 40° C using 12 times (0-33 min) recorded at 3 min intervals with 10s excitation and using Euclidian distance and Ward's cluster analysis 95 LIST OF TABLES Table Page 3.1 Geographic origin of the 28 birdsfoot trefoil accession 30 3.2 Ecoclimatic range matrix description for the 28 accessions of birdsfoot trefoil 31 Plant morphological characters used for the birdsfoot trefoil accession descriptions 34 List of primers used, oligonucleotide sequences, number of bands RAPD product bands, and range of RAPD product size for 28 birdsfoot trefoil genotypes 38 Description of the 28 birdsfoot trefoil genotypes by 12 morphological qualitative traits. 42 Description of the 28 birdsfoot trefoil genotypes by six quantitative traits. 44 Normalized Mantel statistic (Z) from comparisons of different proximity matrices using RAPD, combinations of morphological, ecological characters, and geographic distances 47 3.3 3.4 3.5 3.6 3.7 3.8 Association among genetic, morphological, and geographic classifications with nine ecological descriptors for 28 birdsfoot trefoil genotypes collection sites 49 3.9 Pearson's correlation coefficients (r) between four quantitative morphological traits and nine ecological descriptors 50 3.10 Analysis of variance relationships for ten qualitative morphological traits with nine ecological descriptors. 51 4.1 Pollen viability and self compatibility percentages of the 29 birdsfoot trefoil genotypes. 66 LIST OF TABLES (cont'd) Table 4.2 4.3 5.1 Page Female (F) and male (M) cross-compatibility between NC-83 and SWl with the 27 exotic genotypes measured as pod set and pollen viability percentages 74 Means of female parent diallele cross-compatibility averages among eight birdsfoot trefoil genotypes. 77 Ecological descriptions of eight birdsfoot trefoil genotype collection 86 sites. 5.2 Normalized Mantel statistic (Z) and probability values (F) from comparisons of different Euclidian distance matrix for the eight birdsfoot trefoil genotypes using chlorophyll fluorescence transient ratios. 96 CROSSING BEHAVIOR, RAPD ANALYSIS AND CHLOROPHYLL FLUORESCENCE IN RELATIONSHIP TO THE GEOGRAPHIC ADAPTATION OF BIRDSFOOT TREFOIL (Lotus corniculatus L.) CHAPTER 1 GENERAL INTRODUCTION Birdsfoot trefoil (Lotus corniculatus L. ; Fabaceae; 2n = 4x = 24) is one of the 100 Lotus species distributed throughout the temperate regions of Europe, Asia Minor, North Africa and North and South America (Zandstra and Grant 1968; Gunn, 1983 and 1992).The L. corniculatus group encompasses as many as 12 diploid and tetraploid species (Ball and Chrtkova-Zertova, 1968), which are closely related and constitute complexes grouped by similar characters that make them difficult to recognize (Arambarri, 1994). Birdsfoot trefoil is a popular perennial, nonbloating forage legume used for pasture, hay, and silage. It is regarded as the most morphologically (Larsen and Zertova, 1963; Forde and De Latour, 1978; Steiner and Poklemba, 1994) and biochemically (Ross and Jones, 1985) variable species in the genus. The division of the species complex comprising L. corniculatus has been conducted in different ways by various researchers who have primarily relied on morphological trait differences. It is believed that because of its morphological variability, it has been able to move into a large number of different habitats and so today is distributed over a very wide area (ChrtkovaZertova, 1973). Currently, the National Plant Germplasm System (NPGS) Lotus collection contains 737 accessions collected or donated from 52 countries. The collection is represented by 36 species, with an emphasis on Old World accessions. Fifty-five percent of the accessions are birdsfoot trefoil (Green and McFerson, 1994) and the most-represented countries in the collection are the United States (44), Turkey (36) and Italy (33). 2 The role of germplasm in the improvement of cultivated plants has been well recognized (Frankel & Hawkes, 1975; Hawkes, 1983; Holden & Williams, 1984). Plant germplasm resources serve as important sources of genes for resistance to pests, diseases, and environmental stresses, and help to ensure that potentially useful genetic variation is preserved (Astley, 1987). However, in many cases, the available information about accessions may be so scant that it is of little interest to potential users of germplasm collections. Because of this, efficient conservation and utilization of the genetic potential held within germplasm collections demands detailed knowledge about intraspecific genetic variation (Beuselinck and Steiner, 1992). A prerequisite for efficient conservation of crop genetic resources is to maintain a manageable number of accessions that represent the genetic diversity of a taxon in ex situ germplasm collections (Kresovich and McFerson, 1992). Clearly the goal of germplasm management is to provide the user community (plant breeders, other users of plant genetic resources, and scientists in other disciplines) with genetic resources for crop improvement. In this sense, the identification and utilization of valuable traits in collections can be very helpful to meet future demands for improved cultivars (Strauss et al., 1988). Diverse accessions in collections such as that of the NPGS birdsfoot trefoil collections have been described by the ecological region from which they were collected (Steiner and Poklemba, 1994). Such information can be used to determine if similar ecological regions correspond to specific genotype adaptations. It is believed that apart from general geographic descriptions, little is known about the significance of collection site ecology on genetic adaptation of birdsfoot trefoil. Classifying plant populations by ecological origin has proved to be an effective method to select planting stocks for reforestation (Conk le and Westfall, 1984). However, such knowledge has not been widely utilized to determine whether specific accessions or traits from distinct environments can be used to develop improved cultivars adapted to geographically distant but ecologically similar environments (Steiner, 1994). 3 Geographic diversity can be used to develop representative core collections from a defined region (Charmet, 1993), and to describe functional and physiological responses of accessions for particular species, including birdsfoot trefoil (McGraw et al., 1989). However, it has been observed that accessions may vary more due to the local ecological factors in which they are found than by geographic distance, and geographic isolation may have a more significant influence on trait expression than climate (Steiner and Poklemba, 1994). In addition to the improvement of birdsfoot trefoil as a forage species, one of the main objectives is to understand the origin of birdsfoot trefoil (Grant, 1991). Extensive inter-and intra-specific variation has been reported within the L. corniculatus complex. However, many cultivars of birdsfoot trefoil have been developed using a narrow germplasm base (Steiner and Poklemba, 1996). Therefore, it would be useful to know the different levels of reproductive compatibility of the accessions in order to identify possible routes to introgress important traits from exotic germplasm that has not been previously utilized in breeding programs. Biochemical markers have been proposed to replace conventional descriptors of accessions in plant collections (Marshall and Brown, 1975). Biochemical markers used in conjunction with other kinds of descriptors, such as morphological traits, may best describe, genetic and evolutionary relationships and estimate which environments genotypes are best adapted than any other single trait (Avise, 1994; Stuessy, 1990). Moreover, a broader range of descriptors may better characterize the range of genetic variation in collections than a limited number of descriptors (Beuselink and Steiner, 1992; Millar and Westfall, 1992). Combination of characters may also provide a better resolution to the genetic variation among accessions in germplasm collections. Recently, a classification of birdsfoot trefoil based on seed polypeptides 4 (Steiner and Poklemba, 1994) only could be done after accession taxonomy was first verified by cytology (Steiner, 1992). Random amplified polymorphic DNA (RAPD) by the polymerase chain reaction (PCR) has been proposed as a tool for several germplasm applications (Williams et al., 1990). RAPD markers can be used to determine taxonomic identities, inter-specific gene flow, assessments of kindship relationships, and analyses of mixed genome samples (Hadrys et al., 1992). RAPDs can also be used to estimate phenotypic diversity among plant populations (Chalmers et al., 1992; Huff et al., 1993) and to detect genetic diversity when selecting parental strains for new crosses and germplasm preservation (Sobral and Honeycutt, 1994). RAPD analyses have been used to determine hybridization along vertical zonations in natural populations (Crowhurst et al., 1991) and to verify levels of fecundity in birdsfoot trefoil crosses (Beuselinck and Steiner, 1996). There is a general consensus that RAPDs are a quick and efficient screening tool for germplasm collection management as well as a technique suitable for more extensive studies of systematics in Lotus species. Furthermore, numerous research efforts have been made to identify factors that correlate whole-plant physiological functions to adaptation. Correlations between temperature traits and leaflet shape have been shown, however, climatic and morphological characters show poor correlation relationships (Kramina, 1994). Methods identifying and describing the characteristic temperature optima in species using the rate and magnitude of the reappearance of photosystem II (PSII) have been described (Ferguson and Burke, 1991). PSII variable fluorescence (Fv) can be easily monitored in plant leaves that have been previously dark-adapted (Moffat et al., 1990; Peeler and Naylor, 1988). Recent investigations report that the optimal temperatures for Fv dark recovery after illumination are related to cool and warm-season species adaptation, suggesting that indirect temperature dependent chlorophyll fluorescence measurements might be used to determine plant temperature optima (Burke, 5 1990). The technique has been proved to be effective in soybean, potato, and tobacco (Ferguson and Burke, 1991) In birdsfoot trefoil cv. Leo, previous observations indicate that faster rates of stem elongation and biomass production are related to high (25 C) rather than low (10°C) temperatures (Carter and Morris, 1994). These results agree with preliminary PSII Fv observations made with the same cultivar by Steiner and Burke (1994, unpublished data). However, broad germplasm screening has not been done with this technique and may prove be very helpful for characterizing accessions in germplasm collections to determine their optimal adaption. The objectives of this study are to investigate if the geographic and ecological origins of birdsfoot trefoil genotypes are related to differences in: (i) crossing compatibility among diverse genotypes, (ii) morphological traits, (iii) PCR-RAPD banding patterns, and (iv) chlorophyll Photosystem II variable fluorescence temperature response. 6 CHAPTER 2 LITERATURE REVIEW Origin and Importance of Birdsfoot Trefoil The genus Lotus belongs to the Fabaceae family, tribe Lotoideae and is a large polymorphic group that is comprised of approximately 100 annual and perennial species that are widely distributed throughout the world (Grant, 1965). Its greatest diversity occurs in the Mediterranean basin which is considered the regional center of origin. Birdsfoot trefoil (Lotus corniculatus L.) is a widespread and variable herbaceous species containing tetraploid (2n = 4x = 24) perennial races that have utility for high quality livestock feed, is non bloating, and can be used for pasture, hay, or silage purposes. The quality of birdsfoot trefoil compares favorably with alfalfa and white clover for nutritive value. Birdsfoot trefoil is native to Europe and has become naturalized in South and North America where it is an important forage species (Seaney and Henson, 1970; Beuselinck and Grant, 1995). Ecological Adaptation Birdsfoot trefoil is adapted to temperate northern hemisphere climates and also grows in cooler regions of the southern hemisphere tropics and subtropics (Duke, 1981). Suitable to varied types of soils from clays to sandy loams, it even grows on droughty, infertile, acidic, or mildly alkaline soils, as well as on mine spoils and under saline and waterlogged conditions. This species is considered better adapted to wet or waterlogged soil conditions than alfalfa (Medicago sativa L.) because it is not susceptible to Phytophthora megasperma Drechs. (Chi and Sabo, 1978). Birdsfoot trefoil is a long-day 7 plant, with most North American cultivars requiring a 16 to 18 hour photoperiod for full flowering (Beuselinck and Grant, 1995). Shorter photoperiods may restrict flowering and produce plants with a prostrate or rosette growth habit (Seaney and Henson, 1970). Plant Morphology Root Birdsfoot trefoil has a well-developed, long, branching taproot with numerous lateral roots that reach a depth of 1 to 1.1 m (Duke, 1981). Lateral roots extend outward at almost right angles to the main axis and form a dense mat in the upper 30 to 60 cm of the soil (McDonald, 1946). The taproot does not penetrate as deeply as alfalfa and the distribution of branches in the upper soil is generally more extensive. Plants have the ability to live for about two to four years, making reseeding necessary for persistence. Recently, birdsfoot trefoil genotypes have been found that persist through the production of rhizomes and plant breeders have transferred this trait into commercially accepted genetic lines (Pedersen et al., 1986; Beuselinck et al., 1992; Beuselinck and Steiner, 1996). Stem and Leaf There is considerable variation in leaf and stem morphology within birdsfoot trefoil. Size, shape, color and pubescence of stems vary greatly among different genotypes (Chrtkova-Zertova, 1973). The stems vary from prostrate to somewhat erect, and the overall length of the stems can vary greatly also. In general, stems of the erect types are smaller in diameter and less rigid than stems of alfalfa (Seaney and Henson, 1970). Mature plants have several branched stems arising from a single crown. When it grows under 8 favorable conditions, the main stems can reach a length of 60 to 90 cm. Stem length is generally shorter than alfalfa. Each leaf is composed of five leaflets, three attached to the terminal end of the petiole and two at the base. Leaves are attached alternately on opposite sides of the stem. Leaflets are typically obovate, although shape may vary from rounded to oblanceolate. Typically the leaflets close around the petiole and stem during the night, similar to the night-closing of leaves of other forage species such as white clover (McDonald, 1946). Because roots develop from callous tissue of stem internodes, plants can be easily propagated by stem cuttings. Flower and Pod The inflorescence is an umbel having four to eight florets attached to the end of a relatively long peduncle. Each floret consists of a calyx with five united sepals and a typical legume corolla with five petals. Two petals are fused together to form the keel which is enclosed by two wings petals and the standard. The color of the petals varies from a light to dark yellow and may be tinted with pale orange or red stripes. Keel tips may be yellow, brown, or red (Buzzel and Wilsie, 1963). Reproductive parts of the flower are composed of ten stamens and a single pistil. One stamen is attached individually to the base of the flower, while the other nine form a tube surrounding the ovary. The fused stamens may have different lengths (McDonald, 1946). On average, five to six pods are borne at right angles to the tip of the peduncle, giving the appearance of a bird's foot, and thus its name. Mature pods are regularly brown to almost black. The cultivar Viking may have average pod dimensions of 25 mm in length and 3 mm in diameter (Winch et al., 1985). Each pod contains 15 to 20 seeds attached to the ventral suture and dehisce along both sutures and twist spirally to release the seeds. 9 Germplasm Diversity Plants vary greatly in growth habit size, shape, color and pubescence of stems and leaves. Varieties within the birdsfoot trefoil group consist of two distinct types commonly known as "European" and "Empire" types. The main differences between these forms are their growth habit, maturity, and winter hardiness (Seaney and Henson, 1970). In Europe, these types are found: the sparsely and densely pubescent types with calyx teeth shorter than the tube are found mainly in northern countries. Those with glabrous or sparse pubescence, smaller leaflets, calyx teeth slightly longer than calyx tube, are found along coastal western and northern Europe. Those with dense pubescence, calyx teeth slightly longer than the calyx tube are found in central and southern Europe (Chrtkova-Zertova, 1973). The Empire-type (also known as New-York type) is a naturalized ecotype from Albany, NY that has finer stems, a more prostrate growth habit, is 11 to 14 days later in flowering, and is more indeterminate than the European type. Erect growing cultivars that are recommended for hay or rotational grazed pastures include Cascade, Douglas, Granger, Leo, Maitland, Mansfield, Tana and Viking. Semi-erect or spreading cultivars include Empire and Empire strains and are recommended for permanent pastures and intense grazing (Duke, 1981). When grown under field conditions, it is relatively easy to distinguish between Empire- and European-type cultivars. However, growth habit, date of flowering, and the gross morphological characteristics of European-type cultivars are quite similar, and the identification of specific cultivars becomes extremely difficult (Seaney and Henson, 1970). Birdsfoot trefoil is also polymorphic for cyanogenic glucosides, which can be hydrolyzed by enzymatic action to produce free hydrocyanic acid (Grant and Sidhu, 1967; Phillips, 1968). Most collections of birdsfoot trefoil contain accessions with cyanogenic glucoside and the corresponding enzyme for hydrolysis. It has been reported that cyanogenesis is controlled by a single 10 dominant gene. Plants that have the recessive gene lack the enzyme necessary for hydrolysis of the cyanogenetic glucoside (Dawson, 1941). The concentration of hydrocyanic acid in some Lotus species is poisonous to animals (Gurney and White, 1941; Henry, 1938; Jones, 1978), but there have been no authenticated reports of birdsfoot trefoil causing HCN poisoning when grazed. There are examples of birdsfoot trefoil plants that are acyanogenic, and some attempts have been made to isolate an acyanogenic strain of birdsfoot trefoil by recurrent selection (Seaney and Henson, 1970). Germplasm Management Introduction The International Board of Plant Genetic Resources (IBPGR) developed the concept of a global network of gene banks; base collections support the active collection, and are used for distribution and evaluation of germplasm. The necessity for developing core collections that are representative of the genetic diversity of a crop species and its wild relatives has been discussed (Frankel, 1984, and Brown, 1989). The accessions not included in the core collection are maintained as a reserve collection. The reserve collection demands care and must remain an integral part of the overall active collection. If difficult situations such as limited finances arise, the core collection must have priority over the reserve collection. Taxonomic origin and known characteristics of accession holdings are traditionally considered in gene bank management. The ability to identify redundant accessions in collections is important. Molecular techniques have proved useful to identify repetitive accessions in collections of Musa spp. (Jarret, 1987) and Solanum spp. (Huaman, 1984). For repositories with very large collections, molecular techniques represent an important tool toward more detailed characterization of individual accessions (Melchinger et al., 1991; Smith and Smith, 1991). 11 Germplasm Characterization Germplasm characterization is a systematic evaluation of genetically controlled traits for a collection of accessions (Frankel, 1987; Williams, 1989b). Accession characterizations are useful for designating core collections and should provide a standardized record of plant attributes together with passport data (Frankel and Brown, 1984). Passport data includes the key information about the collection site and environment from which an accession originated. Data used in accession characterization should be linked to passport and evaluation data (Steiner and Green, 1996). Evaluation is a prerequisite for the germplasm collections (Frankel, 1989b). Information about germplasm collection holdings makes choosing and utilizing appropriate accessions easier. Without characterization, collections mostly remain as curiosities that are not effectively utilized. The primary level of collection characterization is done using morphologic characters, either throughout plant development or at maturity, and the primary user is the germplasm collection curator (I BPGR, 1985). Large- scale systematic evaluations can be performed by a variety of scientists interested in crop improvement and production research (Williams, 1989). The initial phase of evaluation is usually performed by the germplasm manager during initial accession seed increase. Observations are usually limited to a small number of morphological features, adaptability at the site of seed increase, and any obvious characteristics of potential economic value. These preliminary observations enable the germplasm worker to forward the materials to other researchers for complementary testing (Peeters and Williams, 1984). However, this level of characterization is of limited value to plant breeders since different traits are usually desired for cultivar development (Frankel, 1986). Wide applicability of characterization data can be ensured by using standardized descriptors (National Research Council, 1993). Characterization data are also useful for validating accession identity when accessions are 12 regenerated. Characterizations at the time of regeneration are efficient because additional plantings are not required for evaluation. Plant Descriptors The classification and organization of genotypes into systematic classes can be done using a wide array of morphological, biochemical, and molecular descriptions. Regardless of the type of characters chosen for analysis, all are assumed to be genetically regulated. No characters can be viewed in a vacuum and should be evaluated in reference to independent data sets (Crawford, 1990). There are three basic kinds of descriptors: (i) those that involve the organism itself, such as morphology, cytology, genetics, and chemistry; (ii) those that come from organism to organism interactions which include cytogenetics and some reproductive biology traits (e. g., pollination, etc.); and (iii) data that involve organism-environment interactions such as geographic distribution and ecology (Stuessy, 1990). The necessity of efficient methods to evaluate genetic diversity and maintain germplasm collections has been expressed. Core collections can minimize repetition of similar or duplicated accessions within the collection and be used to represent the genetic diversity of a species (Holbrook et al., 1993), but selection of a broad range of appropriate descriptors may be a more effective way to characterize the range of genetic variation (Beuselinck and Steiner, 1992; Millar and Westfall, 1992). Access to comprehensive accession documentation is essential to ensure conservation and to promote the use of genetic resources. Recent efforts have focused on reviewing historic documents linked with collections that include plant exploration and introduction inventories, original trip reports, correspondences and evaluation notes. Passport information has been organized and placed in the Germplasm Resources Information Network (GRIN) to supplement existing data for some species (Green and McFerson, 1994). 13 With the development of molecular biology tools, the potential for defining crop genetic pools is limitless and can expand the understanding of the range of genetic variation accessible to plant breeders. In the case of birdsfoot trefoil, it has been stated that most of the genes that code important traits are completely uncharacterized and will take years to isolate (Grant and Altosaar, 1994). Currently, some characterization and evaluation data are available for the Lotus collection and as are descriptor lists (Green and Bohening, 1993). Numerous studies have looked at genetic relationships among and within different Lotus taxa. These have included the use of cytology (Larsen and Zertova, 1963; Grant, 1965; Zandstra and Grant, 1968; Small et al., 1984), isozymes (De Lautour et al., 1978; Raelson and Grant, 1988; Raelson and Grant, 1989), seed proteins (Sammour et al., 1993; Steiner and Poklemba, 1994; Steiner et al., 1994b), agronomic and herbage quality measurements for plant decumbency and winter injury (McGraw, et al., 1989), and DNA (Steiner et al., 1994b). While studies of birdsfoot trefoil and related species have been published, comprehensive morphological, geographical, and genetic studies are still needed (Grant and Small, 1996). 14 Morphological Descriptors Several kinds of descriptors can be used to describe intraspecific variation among accessions. However, to the collector in the field, morphological traits and ecological adaptation may be the most relevant. Morphological variation within an accession can help collectors keep records and help them estimate the amount of diversity in the field while collecting. Two types of approaches have been used to study intraspecific variation (Hanelt, 1986). Formal classifications are based on a few, easily recognizable characters that allow rapid assessment of the variation among collections (Perrino and Hammer, 1983). Informal classifications on the other hand, are less popular for describing crop variation as time demands are greater. These include morphological traits such as pod, leaf, and bract characteristics (Brandenburg, and Schneider, 1988). Morphological characters have been the most used plant classification descriptors. These kinds of data have the advantage of being easily observed and therefore their description of variability (Davies and Heywood, 1963). Floral traits have been more useful for systematic classification and have been used more extensively than many vegetative characters (Schuyler, 1971). However, vegetative descriptors such as leaf and pod shape tend to be more plastic and variable than floral traits which makes them more complicated to use for classification purposes (White, 1979). Both vegetative and floral characters have been used for many taxonomic problems (Stuessy, 1990). The evaluation of genetic diversity provides the breeder with the appropriate genetic materials for crop improvement. Morphological, agronomic and geographic characterization have been used to study the variability of crops such as pearl millet (Ouendeba et al., 1995), and cotton (Gossypium arboreoum L. and G. herbaceum) (Hutchinson, 1964). Morphological and crossing data have been also used to classify Solanum species into sections (Correll, 1962; Hawkes, 1990). In alfalfa, (Medicago sativa) morphological and agronomic variation among 41 accessions from the Middle East was employed to separate genotypes from different regions (Smith et al., 1995). 15 Birdsfoot trefoil is considered one of the most morphologically variable species of the entire genus Lotus. Using specific morphological and anatomic characteristics, the variability of the species and its taxonomic significance has been evaluated in northern and central Europe (Chrtkova-Zertova, 1973). The variability present in birdsfoot trefoil can form series of specific traits related to geographic origin. Native plants in northern Europe are prostrate with short internodes and small leaflets (Bonnemaison and Jones, 1986). In the French Alpes, at around 200 m, birdsfoot trefoil and L. alpinus ansh. can be discriminated by differences in calyx size and cauline hair length (Blaise et al., 1991). Currently there is a need for a standardized morphology descriptor list information for collected birdsfoot trefoil accessions. Cytologic and Genetic Analysis Chromosome data including number, size and shape, meiosis behavior, and DNA characteristics have been used in taxonomy (Lewis, 1969). Cytogenetic data provide the taxonomist hereditary bases for evolutionary divergence (Giannasi, 1979). Few studies have been done to determine the genetic basis of taxonomic characters through crossing studies. In addition, cytogenetic descriptors can reveal relationships among taxa by chromosome homologies through natural or artificial hybridization (Stuessy, 1990). One way of establishing genetic relationships among taxa is by producing artificial hybrids (Stuessy, 1990). Progeny of hybrids can be tested for fertility upon maturation. Pollen viability of hybrids is a commonly used and quick method to test fertility. Various stains (Hauser and Morrison, 1964) or agar methods can be used to test pollen viability (Han, 1989). It has been reported that the taxa L. tenuis ansh., L. cornicu/atus and L. alpinus may be characterized by using ploidy-level descriptors since these species have both diploid or tetraploid forms (Small et all., 1984). In assessing Lotus relationships of species chromosome numbers need to be assessed for reliable identification (Jones and Turkington, 1986). The autotetraploid origin of 16 birdsfoot trefoil has been postulated from chromosome description studies of L. cornicu/atus and L. glaber (Wernsman, et al., 1964). These observations were later complemented by crossing studies indicating that birdsfoot trefoil could have been arisen as an autotetraploid from L. glaber (Negri and Veronesi, 1989). Some crop germplasm advisory committees have recommended the use of cytological techniques as a high-priority descriptor to verify and describe accessions in germplasm collections (Roat, 1989). In birdsfoot trefoil, many taxonomic discrepancies in the NPGS collection have been rectified by using somatic chromosome numbers to differentiate diploid and tetraploids before classifying accessions by other traits (Steiner and Poklemba, 1994). It has been mentioned that results reporting cytological data can help resolve placement of Lotus species and improve communication between researchers (Steiner, 1994). Karyotype analysis, however does not appear to be a suitable method to investigate the parentage of birdsfoot trefoil because chromosome repatterning has occurred during the evolutionary development of closely related diploid species. Approaches such as chromosome banding, isozymes, and other molecular systematic methods should be considered (Grant, 1991). Cytologic studies of birdsfoot trefoil suggests that evolutionary changes are still occurring (Angulo and Real, 1977; Fernandez, 1981). Recently, comprehensive reviews have been published stating that there is still insufficient cytogenetic and biochemical data available for birdsfoot trefoil to draw definite conclusions about its origin (Grant and Small, 1996). Molecular Descriptors 17 Descriptions of the morphology of vegetative and reproductive structures and agronomic assessments have been the main methods to characterize genetic resources. However, in recent years, new molecular techniques have increasingly been used to describe plant germplasm collection holdings (Rao and Riley, 1994). The advantages of DNA markers for germplasm characterization are: 1) any part of the plant can be sampled 2) only small amounts of DNA are required 3) generally the method of inheritance is simple, and 4) conditions have no effect on expression (Lowe et al., 1996) Molecular marker technologies are effective diagnostic tools to assess accession identity, degree of relatedness within and among accessions of a collection, and in germplasm conservation (Kresovich et al., 1993). In addition, molecular markers can objectively estimate basic taxonomic relationships of germplasm because they are not subject to environmental effects and therefore are a reliable index of plant genotype (Bernatzky and Tanks ley, 1989). For instance, a reasonable estimate of phenotypic diversity can be obtained with molecular markers when specific selection criteria are not available (Burr et al., 1983). Collections can be analyzed to determine where additional collections should be made and may also reduce the need for maintaining genetically similar samples. Compared with other methods for genetic diversity analysis (e. g., isozymes or morphology), DNA marker are exceptionally sensitive, reproducible and technically routine (Paterson et al., 1991). Evolving technologies are also a potential tool to effectively and efficiently identify genetic redundant germplasm collections based on genetic relatedness (Kresovich et al., 1994). The application of molecular markers has the potential to accelerate the accumulation of information in comparison to more traditional morphologic evaluation methods (Sobral and Honeycutt, 1994) A number of molecular DNA techniques are currently available (Weising et al., 1995). A popular technique is the polymerase chain reaction (PCR) to generate random amplified polymorphic DNA fragments (RAPDs) (Williams et 18 al., 1990). RAPDs have been proposed as a tool for several different applications (Williams et al., 1990). This technique has proved to be useful for a variety of genetic analysis including, genome mapping, fingerprinting, and phylogeny reconstruction (Lamboy, 1994a, b), to estimate phenotypic diversity among plant populations (Chalmers et al., 1992; Huff et al., 1993; Sweeney and Danneberger, 1995), and as an effective and cost-efficient method for purposes such as characterization of plant genetic resources (Transue et al., 1994), detecting genetic variation (Hultqist et al., 1996), classification of cultivars (Zheng et al., 1991), and to determine phylogenetic relationships (Gunter et al., 1996). It is believed that some of the systematic discrepancies in birdsfoot trefoil and Lotus corniculatus complex may be clarified by the use of these molecular techniques (Campos et al., 1994). The limitations of RAPD markers have been reviewed (Wolfe and Liston, in press). Physiological Descriptors The prediction of the suitable environments for agricultural plant growth and the prediction of genotype responses to the stresses should provide assessment procedures for germplasm collection management (Peacock, 1984; Crowson, 1970). Variation for physiological adaptation associated with leaf photosynthesis has been reported in wild populations of various crops (Lynch et al., 1992). Because of the utility of chlorophyll fluorescence technique, it has been recommended for monitoring plant stress under various environmental conditions such as chilling and drought stress (Larcher and Neuner, 1988; Ogren, 1990), freezing stress (Somersalo and Krause, 1989), and cold climatization and extreme temperatures (Boese and Huner, 1990; Somersalo and Krause, 1989). Changes in chlorophyll fluorescence have been used to characterize plants with different tolerances to environmental stresses (Smillie and Hetherington, 1983), to rank species in order of chilling sensitivity (Smillie, 1979; Peeler and Naylor, 1988) and frost sensitivity (Sundbom, Strand and 19 Hallgren, 1982). Other reports show the feasibility of using the chlorophyll fluorescence technique for screening genotypes for high temperature tolerance (Moffat et al., 1990). Recent methodological advances in measuring the rate and magnitude of the reappearance of photosystem II (PSII) (Ferguson and Burke, 1991) have shown the potential usefulness of classifying accessions in germplasm collections based on association of whole-plant responses with plant performance in diverse ecological environments. In birdsfoot trefoil cv. Leo, three genotypes grown in growth chambers had faster stem elongation rates and greater biomass production accumulation at 25 C than at 10 C (Carter and Morris, 1994). These results are in agreement with preliminary PSII Fv with the same cultivar (Burke and Steiner, 1994 unpublished data). In general, studies where physiological characteristics have been measured are very scarce (Gonzalez et al., 1995). There is little known about physiological trait variation related to leaf photosynthesis or to variable fluorescence response (Gonzalez et al., 1995), and broad germplasm screening has not been done with this technique. Geographic Descriptors The largest portion of species genetic diversity is accounted for by geographic range. However, apart from general geographic descriptions, little is known about the significance of collection site ecology on ex situ collection genetic structures (Hamrick and Godt, 1989). Important climatic and geographic factors include total rainfall, humidity, soil moisture, seasonal and diurnal temperatures, available light, latitude, longitude, and elevation. Latitude, longitude and elevation can be used to facilitate mapping plant distributions (Nairn, 1961). The geographic origin of an accession can be easily determined using an electronical global positioning system at the time of collection or from map coordinate data estimated after aquisition. Such information is commonly 20 included with the accession passport data and is often available from NPGS data bases (Green and McFerson, 1994; Steiner and Poklemba, 1994). The data elements required to classify accessions using ecological descriptions can easily be recorded along with general site and accession information (Steiner and Greene, 1996). Utilizing habitat data to describe the ecology of collection sites may be another useful approach for examining germplasm collection diversity and help estimate the ecologic adaptation of different germplasm accessions. A list of ecological descriptors that would be helpful for classifying accessions has been proposed (Steiner and Greene, 1996). Ecological descriptor data such as these may also help with the planning of future germplasm collection trips and be used to determine where accessions may be found that are less likely to be related to entries already in germplasm collections. Ecological data can be used at different levels of the taxonomic hierarchy. Ecological data require less investment of time compared to other kinds of data (Davis, 1968). Ecological data are unique in that they deal with the organism itself. Hence, they can be very helpful for the assessment of affinities, hypothesis of evolutionary processes, and biogeographical considerations (Stuessy, 1990). Geographic information has been used to develop core collections of accessions from a defined region (Charmet, 1993) and to describe functional physiological responses (McGraw et al., 1989). However, it has been found that accessions may vary more based on the local ecological factors in which they are found than by geographic distance (Steiner and Poklemba, 1994). For some species, the ecogeographic origin has been used in the absence of evaluation data to select core accessions (Spagnoletti, 1993). Using individual birdsfoot trefoil traits, geographic distribution trends have been observed. For instance, low growth, glaucousness, fleshy leaflets, pale flower color, and dark keel color are more frequent as we go northward in Europe, whereas the density of indumentum and the number of flowers per inflorescence diminishes (Chrtkova-Zertova, 1973). 21 Ecology may be a key descriptor to better understand the dynamics of evolution and gene exchange in the L. corniculatus complex. There have been several studies of Lotus species variation in several geographic regions, but there is still a need for better classification of species boundaries (Grant and Small, 1996). Standardized and detailed ecological descriptor information for collected accessions in germplasm collections is needed. Matrix Correlation and Trait Relationships Similarities among group of classified accessions need to be assessed. For instance, in clustering techniques, a measure is needed to compare the degree of correspondence between different solutions (Morey and Agresti, 1984). The two measures most frequently used by classification researchers are the Kappa statistic (Cohen, 1960) and a statistic proposed by Rand (1971). Both have been applied to describe the relative agreement between two solutions of the same set of data. Numerous indices have been suggested to measure the degree of relationships among classifications using different sets of data. The matrix correlation coefficient, which is simply the Pearson cross-product correlation has been proposed to evaluate clustering results (Sokal and Rohlf, 1962). This coefficient is equivalent to the standardized form of the Mantel statistic (Mantel, 1967). Since its introduction, this matrix correlation coefficient index has been widely employed as standard method in numerical phenetic studies. It is a measure of the degree of fit of a classification to a set of data and is a criteria for evaluating the efficiency of various clustering techniques (Farris, 1969; Williams and Clifford, 1971). Mantel's test statistic is a common method for measuring the degree of correspondence between classifications (Tatineni et al., 1996). This method has become popular and is being applied to a variety of research situations. In birdsfoot trefoil, the mantel statistic has been used to test relationships between geography and morphology, genetics, and chemical constituents (Grant and Small, 1996). 22 Associations among genetic, environmental, and geographic variables has been extensively reviewed. Understanding the relationships between specific traits and environmental factors may be useful to understand the adaptation of genetic resources to the environments according to their specific uses (Hedrick, 1986; Beuselinck and Steiner, 1992). Winter low temperature for instance, has been shown to be related to the frequency of cyanogenic white clover plants in regions of Europe and North America (Daday, 1954; Pederson et al., 1996). Lower frequencies of cyanogenic white clover plants were observed at higher altitudes, and lower temperatures (Daday, 1959; Foulds and Grime, 1971). The integration of molecular data to whole-plant form and function has been suggested as a way to characterize diversity (Smith and Smith, 1989a, b; Smith et al., 1990). Correlations among molecular markers and whole plant traits responses may be of value to predict performance. In crimson clover (T. incarnatum L.) flowering time was found to be associated with specific RAPD markers (Steiner et al., 1998). Patterns of morphologic diversity have been examined in numerous studies, and genetic diversity has been observed to be extremely large for most traits in wild genotypes such as Lupinus angustifolius (Clements and Cowling, 1994). In red clover collections, correlation between spring recovery and winter hardiness has suggested that evaluation of only one of these traits would be sufficient for germplasm records (Kouarne and Quesenberry, 1993). Associations have been found for plant winterhardiness and seed yield with herbage yield (McGraw et al., 1989), and for flowering percentage and seed chalcid resistance with herbage tannin content (Steiner and Beuselinck, 1998). In Turkey, birdsfoot trefoil morphologic variation and chromosome number are correlated with altitude (Small, 1984). However, no relationships between keel color and environmental factors have been observed in a morphology study of genotypes conducted in central and southern part of north Europe (ChrtkovaZertova, 1973). Few studies have investigated associations of intraspecific genetic variation with collection site variation to identify germplasm accessions that 23 contain useful traits (von Bothmer and Seberg, 1995; Green and McFerson, 1994). The use of simple correlation or multivariate analysis can reveal trait association and unique combinations of traits not found in the majority of the collection accessions. All species are affected by microclimatic factors and very often high correlations exist, not always tested experimentally. Critical factors may determine distribution of particular genotypes (Davis, 1968). More work is needed to explore associations among different traits within germplasm collections (Brown, 1989). 24 CHAPTER 3 ADAPTIVE ECOLOGY OF Lotus corniculatus L. GENOTYPES: I. PLANT MORPHOLOGY AND RAPD CHARACTERISTICS Abstract ) Birdsfoot trefoil (Lotus corniculatus L.) is a widely distributed polymorphic ) perennial forage legume species found in wild and naturalized populations throughout temperate regions of Europe, Asia Minor, North Africa, and North and South America. Efficient utilization of germplasm collections requires an understanding about the range of variation present. Research investigating the use of morphological, ecological, and genetic characteristics describing birdsfoot trefoil germplasm has not been done. The objectives of this research were to: (i) characterize and compare morphological and RAPD classifications of 28 ecologically diverse genotypes from the NPGS birdsfoot trefoil collection, and (ii) determine the relationship between RAPD and morphological descriptors with ecological characteristics of the collection sites of the genotypes. The genotypes were classified by 18 morphological characteristics, 130 polymorphic random amplified polymorphic DNA bands, and eight ecological characteristics of the original collection sites. The 28 genotypes were polymorphic and classified into five cluster groups. Morphological similarities among genotypes were related to the general geographic proximities of their collection sites and their genetic similarity based on RAPDs. Genotype morphology was also associated with the general ecology of the collection site habitat. However, ecological similarity of the genotypes is not related to their genetic similarity. The lack of similarity between the genetic and ecological classifications suggests that genotypes adapted to similar but geographically distant habitats were derived from different progenitors but have acquired similar phenotypes. Combining genetic, morphological, and 25 ecological descriptors reveals combinations of variation among the birdsfoot trefoil genotypes that would not be apparent with any single measurement. Introduction 26 The genus Lotus is a large polymorphic and widely distributed group comprised of approximately 200 annual and perennial species (Grant, 1965). Birdsfoot trefoil is the most important and widely distributed species of the genus. It is generally known as tetraploid species with 2n = 4x = 24 somatic chromosomes, but has been reported to have diploid populations (Grant, and Small, 1996). The greatest genetic diversity for birdsfoot trefoil occurs in the Mediterranean basin (Grant, 1991). Birdsfoot trefoil is native to Europe and western Asia but also widely naturalized throughout temperate regions of South and North America where it has become an important forage species. It has a high nutritive value and is non-bloating when grazed directly (Seaney and Henson, 1970; Beuselinck and Grant, 1995). Birdsfoot trefoil is also tolerant of acid, infertile, and poorly drained soils. The role of germplasm in the improvement of cultivated plants has been well recognized (Frankel and Hawkes, 1975; Hawkes, 1983; Holden and Williams, 1984). Ex situ collections of wild germplasm have substantially contributed to the development of improved cultivars. These collections contain genes that code for resistance to pests, diseases, and environmental stresses, and help to ensure that potentially useful genetic variation is preserved for future needs (Astley, 1987). The collection and preservation of wild populations is considered to be vital for the future breeding and improvement of birdsfoot trefoil. Even though the primary objective of breeding in North America has been to increase forage yields, other specific breeding objectives have involved incorporating traits such as seed pod shatter resistance, herbage tannin content, and increased seed yield and seed vigor. There is a wide range of variability within the USDA­ ARS NPGS birdsfoot trefoil collection. However, this collection has not been widely characterized. Birdsfoot trefoil accessions have been characterized by seed globulin polypeptides (Steiner and Poklemba, 1994), random amplified 27 polymorphic DNA (RAPD) (Steiner and Beuselinck, 1998), and specific agronomic traits (McGraw et al., 1989; Steiner and Beuselinck, 1998). More thorough characterization of the range of genetic variation available for crop improvement in this species will result in better utilization (Beuselinck and Steiner, 1992). Genetic resource collections are often poorly characterized because of the lack of descriptive and pedigree information about the accessions that comprise the collections. However, a definition of representative samples of accessions from the larger working collections is required to better manage and conserve these resources more efficiently (Frankel, 1986). Once the representative samples of the collection have been defined, the accessions can be comprehensively described using diverse kinds of descriptors (Beuselinck and Steiner, 1992). Prioritizing descriptive characters in such a way would serve as genetic indicators to represent the existing diversity of accessions within a collection (Beuselinck and Steiner, 1992). Core collections have been proposed as tools to study and utilize genetic diversity represented by large germplasm collections (Brown, 1989). Ideally, a core collection should represent most of the genetic diversity found in a larger collection and thus allow extrapolation of information to the entire collection. Understanding the genetic diversity within collections facilitates resource utilization and has been cited as a reason for characterizing collections holdings (Strauss et al., 1988; Beuselinck and Steiner, 1992). There is a lack of information about the NPGS Lotus collection because only pieces of information have been assembled from different research efforts. Hence, the systematic evaluation of collection genetic diversity is needed to understand the relationships among accessions and the corresponding environments from which they were collected to efficiently utilize these resources (Steiner and Greene, 1996). Different types of descriptor data have been employed in the classification of species. Traditionally, quantitative and qualitative traits that are easily measured and interpreted, such as plant morphology, cytology, genetics and chemistry, are used to characterize germplasm accessions (Stuessy, 28 1990). However, very often it is necessary to combine different kinds of plant descriptors to obtain reliable classifications. Examples of germplasm biochemical descriptors include isozymes (Doebley, 1989) and DNA markers (Lamboy, 1994a; Paterson et al., 1991). Patterns of genetic variation needed for efficient utilization of germplasm may be revealed by the combination of qualitative or quantitative morphological traits, flavonoid composition, isozymes and molecular techniques (Beer, et al., 1993). RAPD molecular markers are a useful tool for characterizing germplasm (Tingey et al., 1993). Because data can be efficiently and inexpensively generated, RAPDs can be routinely used to answer specific germplasm questions (Skroch et al., 1992). RAPD markers have been shown to detect intraspecific variation in birdsfoot trefoil and differences among Lotus species (Campos et al., 1994). Because birdsfoot trefoil is a highly variable species, the overall phenotypic resemblance among the accessions makes it a very difficult species to characterize. Thus a combination of descriptors are necessary to accurately distinguish accessions. The objectives of this research were to: (i) characterize and compare morphological and RAPD classifications of 28 ecologically diverse genotypes from the NPGS birdsfoot trefoil collection, and (ii) determine the relationship between RAPD and morphological descriptors with ecological characteristics of the collection sites of the original accessions. 29 Materials and Methods Genetic Materials and Collection Site Ecological Descriptions Twenty-eight native birdsfoot trefoil genotypes from the NPGS birdsfoot trefoil collection were selected based on the geographic and ecological diversity of the sites from which they were originally collected (Table 3.1). The environmental and ecological characteristics of the accession collection sites (Table 3.2) were determined by original passport information or estimated by retroclassification when actual collection site coordinates were unknown (Steiner and Greene, 1996). The environmental and ecological characterization data used for classification were acquired from the U.S. Environmental Protection Agency and National Oceanic and Atmospheric Administration (EPA / NOAA) Global Ecosystems Databases (Kineman and Ohrenschall, 1992, 1994). The twenty-eight genotype collection sites were described by: (i) ecoregions of the continents (Bailey, 1989); (ii) lowest (low) and highest (high) monthly temperature, and annual average (average) temperature, monthly and annual accumulated precipitation (precipitation) monthly and annual accumulated snow depth (snow) , , monthly and annual percentage of sunshine hours (cloudiness) (Leemans and Cramer, 1992); and (iii) modal elevation (elevation) (Fleet Numeric Oceanographic Center, 1992). An estimate of geographic distances (Dgeog) among all genotype collection sites was based on latitude and longitude coordinates using the equation developed by A. Afonin, Vavilov Research Institute, St. Petersburg, Russia (personal communication, 1996): Dgeog = (( ABS (°Longitude of site 1 °Longitude of site 2) x ( 6378 / 2) x (COS (°Latitude of site 1) + COS (°Latitude of site 2))2 + (ABS (°Latitude of site 1 °Latitude of site 2) x 6378)2) 0.2 The ecological distance among genotype collection sites was determined by calculating the Euclidean distance of the standardized values of elevation, cloudiness, temperature (average, high, and low), and precipitation. 30 Table 3.1. Geographic origin of the 28 birdsfoot trefoil accessions. Entry Identification Country City ---- no. - -­ Location ° Iat PI 31276 MOR Morocco PI 180171 CZE PI 227512t PI 234670 ° long. 33.63 N 49.25 N 04.87 W Czech Rep. Sefrou Tabor IRA1 Iran Komkun 29.00 N 53.00 E FRA1 France Montombam 48.05 N 01.41 E PI 234811 SWI Chur FRA2 46.87 N 43.36 N 09.53 E PI 235525t PI 2511431' MAC ETH PI 260692t PI 267060 PI 290717t PI 93-94 PI 315082t PI 315454 ITA1 Italy POL Poland DireDawa Perugia Warsaw 41.59 N 09.37N 21.26 E PI 260268 Switzerland France Macedonia Ethiopia UK United King. GEO2 Montepl. Skopje 14.41 E 03.53 E 42.50 N 52.15 N 41.52E 12.50 E 21.00 E Reading 51.70 N 00.98 W Georgia Kasbegi 41.43 N 44.49 E KAZ Kasakstan unknown t 48.00 N 68.00 E RUS1 Russia St. Petersburg 59.92 N 30.25 E PI 319021 SPA La Ercin 43.53 N 05.34 W PI 319822 NOR1 09.40 E NOR2 Oppland Rosendal 61.10 N PI 319823 Spain Norway Norway 59.59 N 06.01 E PI 325369 PI 325379 RUS2 UKR Russia Ukraine Stavrop Yalta 45.02 N 44.30 N PI 369278 RUS3 Russia PI 464682 TUR PI 384882t PI 419228 PI 419233 PI 430546 1RA2 Turkey Iran GRE1 Greece GRE2 Greece RUS4 Russia Novo-Siberski 55.02 N Akdagma 36.60 N Parvar 35.30 N Nikitas 40.14 N Kastaneai 41.38 N Dedinovski 55.03 N 45.59 E 34.10 E 82.55 E PI 93-21 GEO1 Georgia Khulo 41.41 N 42.18 E PI 485601 ITA2 Italy 45.23 N 11.41 E PI 494653 ROM Romania Abbadia Gheorghe 46.14 N 26.44 E t Not original seed of the accession. No collection site information available. 29.90 E 53.25 E 23.39 E 26.28 E 39.07 E Table 3.2. Ecoclimatic range matrix description for the 28 accessions of birdsfoot trefoil. Ecological descriptors Ecoregiont Identif. Code ETH M262 L222 M314 L242 M243 L313 M262 M412 ITA1 L261 POL L222 L243 M252 L343 L212 M243 MOR CZE IRA1 FRA1 SWI FRA2 MAC UK GEO2 KAZ RUS1 SPA Domain Humid temperate Humid temperate Dry Humid temperate Humid temperate Dry Humid temperate Humid tropical Humid temperate Humid temperate Humid temperate Humid temperate Dry Humid temperate Humid temperate (cont'd on next page) Elev. Precip. Division Mediterranean Hot continental Tropical/Subtropical Steppe Marine Marine/Mountain Tropical/subtropical/Steppe Mediterranean/Mountain Savanna/Mountain Mediterranean Hot continental Marine Mediterranean/Mountain Temperate Desert Warm/Continental Marine/Mountain Temperature Snow Cloud. Aver. Low High m mm 1680 460 1980 90 1580 30 770 11.4 3.6 22.0 581 6.9 -2.8 17.1 910 2130 300 90 90 800 370 100 700 298 696 1075 146 496 685 949 484 645 1695 245 466 909 cm 15.3 4.8 10.5 4.2 -1.8 -11.2 19.0 10.4 5.4 16.8 13.5 7.9 -5.6 12.9 4.1 -3.5 9.7 3.8 -0.1 -11.0 4.3 -14.0 3.6 -8.3 8.2 2.5 0.0 35.3 25.4 0.0 17.4 2.5 7.0 124.3 28.8 0.0 16.5 16.2 18.8 0.0 23.2 9.25 19.2 35.1 16.5 0.0 10.5 75.5 22.0 104.2 17.2 45.1 14.6 0.0 72.1 36.7 68.4 37.6 39.4 69.7 46.4 67.1 52.5 34.2 31.7 42.7 58.6 30.2 43.0 Table 3.2. (contd.) Ecological descriptors Ecoregiont Identif. NOR1 NOR2 RUS2 UKR RUS3 TUR IRA2 GRE1 GRE2 RUS4 GEO1 ITA2 ROM Code Domain M242 Humid temperate L244 Humid temperate L343 Dry M252 Humid temperate L137 Polar M262 Humid temperate M312 Dry Humid temperate L261 Humid temperate L212 Humid temperate M252 Humid temperate L243 Humid temperate M252 Humid temperate L261 Elev. Precip. Division Marine Marine Temperate desert Prairie Subartic Mediterranean/Mountains Tropical/Subtropical/Steppe Mediterranean Mediterranean Warm continental Mediterranean/Mountains Marine Prairie Temperature Snow Cloud. Aver. Low High m mm 910 760 30 60 120 1290 910 460 150 515 2532 267 452 388 333 842 513 580 533 637 150 900 60 910 751 525 °C 0.6 1.3 9.8 8.3 0.7 7.8 13.4 14.5 13.1 -9.5 -7.0 -6.2 -1.9 -18.0 -6.6 3.6 4.4 2.6 3.7 -13.0 2.8 -9.0 12.6 1.1 6.2 -5.2 cm 11.9 156.2 29.7 10.4 17.2 26.3 25.5 5.5 42.4 20.1 1.1 18.5 195.4 53.6 41.5 19.8 38.8 55.4 24.0 25.4 23.7 17.9 0 69.1 6.4 58.1 0.0 52.2 69.1 36.0 14.1 109.1 48.7 43.2 41.5 24.2 16.4 8.0 27.6 t From Bailey, 1989. o.) 33 Original seeds of most accessions (see notation, Table 3.1) were obtained from the USDA-ARS Plant Introduction Station at Pullman, WA. The seeds were scarified using liquid nitrogen, germinated at 20° C in plastic boxes on blue blotter paper, inoculated with an appropriate Rhizobium strain, and the germinated seedlings transplanted to greenhouse flats. Fifteen plants of each accession were grown in the greenhouse under 16 / 8 h (light / dark) conditions at approximately 20° C. Plants were fertilized, watered, and treated for insect and disease pests as needed. All of the genotypes, except PI 260268 from Ethiopia which required vernalization at 2° C for four weeks, flowered at ambient temperature and 16 / 8 h (light / dark) conditions in the greenhouse over a period of three years. Based on general morphological uniformity among all plants of each accession, one genotype was chosen from each 15-plant population and transplanted into a 2.8 I pots filled with commercial potting soil mix. All morphological characterizations were based on this representative individual. The remaining 14 genotypes of each accession were maintained in 10 cm diameter pots. To assess intra-accession genetic variation and validate use of the single genotype to represent the population of plants from each accession, five to six plants were selected at random from each accession and analyzed for RAPD variation (Appendix 1). Genotype Descriptions Morphological Characters A list of 18 morphological characteristic comprised of 12 qualitative and 6 quantitative variables based on earlier descriptions by Chrtkova-Zertova (1973) were used to assess the range of intraspecific morphological variation among the genotypes (Table 3.3). Ten observations were measured per morphological characteristic except for number of flowers per umbel which used 20 observations per genotype. Table 3.3. Plant morphological characters used for the birdsfoot trefoil accession descriptions. Plant charactert Method of measurement and units Whole plant Growth habit Underground shoots Colour of plants (i) erect, (ii) ascending, (iii) decumbent (i) present, (ii) no present (i) glaucous, (ii) bright green, (iii) dark green, (iv) brownish green Stems Stem firmness Length of peduncle (i) solid, (ii) hollow (by transverse cuts) mm; measurements on well developed secondary branches. Leaves Leaflets form Thickness of leaflets Leaflets indumentum Central leaflet length Central leaflet width (i) narrow oblanceolate, (ii) oblanceolate, (iii) obovate, (iv) round, and (v) obcordate. (i) thin, (ii) slightly fleshy, and (iii) fleshy. (i) glabrous, (ii) ciliate, (iii) hairy mm; central leaf, well developed branches. mm; central leaf, well developed branches. Flower Flowers per umbel Inflorescence position (cont'd on next page) 20 random undisturbed umbels. axils of all leaves, axils of upper leaves Table 3.3. (cont'd.) Plant charactert Flower size Calyx size Calyx teeth / calyx tube Calyx teeth form Calyx indumentum Color of corolla t After Chrtkova-Zertkova, 1973. Method of measurement and units mm; distance from calyx base to the corolla tip. mm; random undisturbed umbels, pedicel included. (i) shorter, (ii) of the same length, (iii) longer. (i) awl shaped, (ii) lanceolate, (iii) narrow triangular, (iv) widely triangular. (i) glabrous, (ii) ciliate, (iii) hairy (i) pale yellow, brigth yellow, dark yellow. 36 A binary data matrix was constructed to describe the qualitative and quantitative morphological characteristics (a total of 71 character states) to determine morphological distance among genotypes (Appendix 2). The pairwise morphological distance (dmorph) among the 28 genotypes was calculated using PAUP 3.1 software for the Macintosh (Swofford, 1993) d morph = 1 a b-1 [2] where: a is the number of shared characters (character state present or absent), and b is the total number of character states scored. Molecular Characters DNA Extraction and Quantification Plant DNA was isolated by the method described by Steiner et al. (1995). Fresh leaves (approximately 3 cm2) were collected from each genotype and put into 1.1 ml tubes, each containing five to six 3.0 mm diameter glass beads, that were held in microtiter format racks, frozen in liquid nitrogen, lyophilized, and ground into a fine powder at room temperature. Two replicates of 30 to 40 mg ground material from each entry were incubated with occasional gentle mixing in 1.0 ml 100 mM Tris-HCI pH 8.0, 1.4 M sodium chloride, 20 mM EDTA (ethylenedinitrilo tetraacetic acid), 20 g L-1 CTAB (hexadecyltrimethylammonium bromide), 10 g L 1 PVP-40, and 20 ml L-1 2­ mercaptoethanol at 60° C for 30 to 40 min. Chloroform (800 ml) was added to each sample at equal volume, gently mixed, and centrifuged at 11,000 g for 2 min. In a new tube, the upper aqueous phase was added to 750 ml isopropanol, gently mixed and incubated at -20° C for at least 15 min., and then centrifuged at 11,000 g for 10 min. The supernatant was discarded and the pellet washed in 1 ml 700 ml L-1 ethanol, air-dried, and resuspended in 125 ml 37 of 10 mM Tris-HCI pH 8.0 and 1 mM EDTA. The quantity, purity, and integrity of the genomic DNA was determined by electrophoresis with known amounts of lambda DNA in a 7 g L-1 Seakem agarose (FMC, Rockland, ME) gels in lx Tris­ acetate EDTA. The samples were diluted to approximately 1 ng m1-1 for use in the RAPD reactions. RAPD Analysis Approximately 10 1A1 of the original extract was diluted 170-fold with 1690 I of water. Three microliters of diluted extract was used in a 15 µl reaction mixture as template for the RAPD reactions containing 50 mM Tris-HCI pH 9, 45 mM ammonium sulfate, 1.5 mM magnesium chloride, 100 mM dNTP's, 0.2 mM 10-mer primer (Operon, Alameda, USA), 1U Tfl DNA polymerase (Epicentre Technologies, Madison, USA), and overlaid with 50 RI mineral oil. The six primers used in the experiment are known from prior experiments to be polymorphic among birdsfoot trefoil genotypes. The primers OPA-8; OPA-10; OPB-6,7, and 8; OPB-13; met the selection criteria and produced 31, 27, 21, 18, 15, and 19 polymorphisms, respectively. The RAPD products were selected if: (i) an intense and unique band occurred in at least one accession, (ii) the band did not occur in all accessions, and (iii) the band was repeatable in all replications. The length of the RAPD product bands were determined by comparison of their mobilities to those of known standards using third-order polynomial regression equations. The oligonucleotide sequence of each primer is given in Table 3.4. The reactions were run in a MJ Research (Watertown, USA) 96-well microtiter format thermocycler (PTC-100) using the temperature profile: 95°C for 2 min 30 sec, 46° C for 40 sec., 72° C for 1 min., 94° C for 40 sec, 46° C for 40 sec, 72° C for 1 min, 41 cycles of 40 sec each at 94, and a final 9 min at 72° C. RAPD products were separated by electrophoresis using 11 RI of the reaction mixture in a 17.5 g L-1 3:1 NuSieve agarose gel (FMC, Rockland, USA) in lx Tris-borate EDTA The gels were run at a constant 90 mA, including 38 Table 3.4. List of primers used,oligonucleotide sequences, number of RAPD product bands, and range of RAPD product size for 28 birdsfoot trefoil genotypes. Primert Oligonucleotide sequence Bands Length no. by 293-1773 469-1720 499-1423 346-1710 431-1144 443-1880 OPA-8 5'-GTGACGTAGG-31 31 0 PA-10 5'-GTGATCGCAG-3' 27 OPB-6 5'-TGGTCTGCCC-3' 21 OPB-7 18 OPB-8 5'-GGTGACGCAG-3' 5'-GTCCACACGG-3' OPB-13 5'-TTCCCCCGCT-3' 19 t Operon, Alameda, CA. 15 39 a 100 by DNA ladder standard (Gibco-BRL, Gaithersburg, USA) lane in each gel. Following electrophoresis, the bands were visualized by ethidium bromide staining and photographed under ultraviolet light with Polaroid 667 film. Photographs of the gels with stained bands were scanned with a color scanner (Epson ES-1200C), and the image analyzed with NIH Image (National Institute of Health, Bethesda, MD) and Metaflo (The Valis Group, Richmond, CA) software using a 7200 Power Macintosh computer (Apple Computer, Cupertino, CA). Genetic distance (dgenetic) was estimated using equation [2], dgenetic = 1 - a ID 1 except where: a is the number of shared RAPD product bands (bands present or absent), and b is the total number of bands scored. Preliminary experiments showed that this measure was more desirable compared to the Dice index for characterizing intraspecific variation where the genetic lineages of accessions are known (data not shown). Statistical Analysis Identification of Genetically Diverse Groups The resulting pairwise morphological and genetic distance matrices were analyzed by cluster analysis based on Euclidean distance and Ward's (1964) clustering technique (Systat 5.2.1 for the Macintosh, Evanston, IL). The congruence of the geographic, ecological, morphological, and genetic classifications were determined by Mantel's test (Mantel, 1967) using the MXCOMP command of NTSYS-pc program version 1.80 (Rohlf, 1993). In performing this test, if both matrices being compared contain corresponding distances estimates, then the value of the Ztest criterion is large compared to chance expectation: 40 Z= Exifyi; where: X1j and Yij are two different measures relating to nth element of a sample to the fth element in both matrices. This test required the calculation of symmetric distance matrices for each combination of classification characters. The relatedness among specific matrices was measured by the product moment correlation value which is related to Z The estimated Z value is compared with its permutational distribution obtained from 500 random samples of all possible permutations of the matrices. The output of this test provides an empirical probability of obtaining a random Z value in excess of the estimated Z (Smouse et al., 1986). The relatedness of the genetic, morphological, and geographic distances among the genotypes with individual ecological variables was measured using Mantel's Z test criterion. The relationships of individual qualitative morphological traits with individual ecological variables were determined using the character states for a qualitative trait as the independent variable and the quantitative value of the ecological variable from each genotype collection site as the dependent variable in a one-way analysis of variance using the F-statistic criterion (Snedecor and Cochran, 1980) for significance (Systat 5.2.1 for the Macintosh, Evanston, IL). The relationships of the quantitative morphological traits with individual ecological variables was tested using Pearson's correlation coefficient (Snedecor and Cochran, 1980). The placement of genotypes into the four RAPD cluster groups were validated using the RAPD cluster number as the classification factor in a stepwise discriminant analysis (SPSS 6.1 for the Macintosh, Chicago, IL). The test of significance of each RAPD product band was done using the univariate F-ratio (Hair et al., 1997). Based on the resulting analysis, 19 significant RAPD band products were identified (OPA-8, 293 bp, 1205 bp, 1263 bp; OPA-10, 971 bp, 1009 bp, 1110 bp; OPB-6, 726 bp, 764 bp, 834 bp, 938 bp, 1158 bp, 1423 bp; OPB-7, 783 bp, 836 bp; OPB-8, 595 bp, 627 bp, 830 bp, and OPB-13, 1125 bp, 1542 bp ) that correctly placed 100% of the genotypes. 41 Results and Discussion Morphological Classification The 28 genotypes displayed polymorphism for both qualitative (Tables 3.5) and quantitative (Table 3.6) morphological characteristics for the range of traits reported by Chrtkova-Zertova (1973). The genotypes were classified into five morphological cluster groups (Fig. 1). The general appearance of the plants ranged from glabrous to pubescent leaves and erect to decumbent growth habit. The genotypes mostly had solid stems, except for POL, RUS1, SPA and RUS3, which had hollow stems. Leaf shape was variable, ranging from narrow, to obovate, to round leaf forms. The genotypes were also variable for leaf length and width with ETH, KAZ, RUS4, and GEO1 having the largest leaves. The MOR and FRA1 genotypes were rhizomatous. Only MOR has been previously described as having rhizomes (Li and Beuselinck, 1996). Rhizomes in birdsfoot trefoil have been described for birdsfoot trefoil var. crassifolius, var. norvegicus, and var. carnosus (Chrtkova-Zertova,1973). Most of the inflorescence umbels were attached to the axills of the upper leaves, except for the FRA2, ETH, ITA1, ITA2, GRE1, and GRE2 genotypes that had the umbels located in the axills of all leaves. The genotypes were also variable in calyx traits, including teeth form and indumentum. The corolla color of most mature flowers was bright or dark yellow. Corolla color at the withering stage of development was either orange yellow or orange pink. The number of florets per umbel ranged from 1.6 (ETH) to 5.8 (RUS3). Length of the calyx ranged from 5.6 to 9.8 mm for MOR and ETH, respectively. Total flower length ranged from 10.0 to 15.5 mm for UKR and GEO1, respectively. The ETH accession was autogamous (Chapter 4). All other accessions required hand manipulations to produce self-pollinated pods, if any. Morphological similarities among genotypes were related to the general geographic proximities of their collection sites (Table 3.7). The closer the genotype collection sites are to one another, the more similar the genotypes are morphologically. Similarly, the more similar the ecological characteristics of Table 3.5 Description of the 28 birdsfoot trefoil genotypes by 12 morphological qualitative traitst. Whole plant Identificat. Growth Undergr Stem habit shoots Color Firmn. MOR CZE D E IRA1 FRA1 A NP NP E P SWI FRA2 MAC ETH A ITA1 D E E NP NP NP NP NP NP NP NP NP NP NP NP NP NP NP NP NP NP POL UK GEO2 KAZ RUS1 SPA NOR1 NOR2 RUS2 UKR RUS3 TUR IRA2 A D A A E E D D D A E E D A (cont'd on next page) P G BG G DG DG BG BG BG BG BG DG BG BG DG DG BG QG BG BG BG BG DG Calyx InfluorTube / teeth Teeth Indu- Corolla Thickn. Indum. position ratio form mentum color Leaf Form S S S OBC OBL NO T T S OBL SF S S S S S R R T NO T OBL OBL OBL F H S S S H H S S S S NO R OBL NO OBL OBL OBO OBL R H OBC S R NO S SF F T T T T T T T T T SF T T T T C G C C G C C G C G G H C G H C G C C C C C AUL AUL AUL AUL AUL AAL AUL AAL AAL AUL AUL AUL AUL AUL AUL AUL AUL AUL AUL AUL AUL AUL SL SL SL L NT AS C G C S NT H SL AS AS G G L L L L S L L S SL L SL S L SL SL SL S NT NT NT NT NT NT NT NT NT NT NT NT WT NT NT WT H C C G H H C C H C C H H C C C PY BY PY BY DY PY BY DY BY BY PY BY BY PY DY BY BY DY BY BY BY DY Table 3.5. (contd.) Whole plant Identificat. GRE1 GRE2 RUS4 GEO1 ITA2 ROM Growth Undergr Stem habit shoots Color Firmn. A A E E A A NP NP NP NP NP NP DG DG BG BG DG DG S S H S S S Leaf Form OBL OBL R R OBL OBL Thickn. Indum. T T T T T T C C C C C C Calyx InfluorTube / teeth Teeth lndu- Corolla position ratio form mentum color AAL AAL AUL AUL AAL AUL S L C SL L NT NT H H SL SL L SL NT NT C C H PY BY DY BY BY BY t Growth habit: E = Erect, A = ascendent, D = decumbent; Underground shoots: P = present, NP = not present; Color of plant: G = glaucoish, BG = bright green, DG = dark green; Stem firmness: S = solid, H = hollow; Leaflets form: NO = narrow oblanceolate, OBL = oblanceolate, OBO = obovate, R = round, OBC = obcordate; Leaf thickness: T = thin, SF = slighly fleshy, F = fleshy; Leaf indumentum: G = glabrous, C = ciliate, H = hairy; Influorescence position: AAL = axilla of all leaves, AUL = axilla of upper leaves; Calix tube/ calix teeth: S = shorter, SL = of the same length, L = larger; Calix teeth form: AS = awl shaped, L = lanceolate, NT = narrow triangular, WT = widely triangular; Calix indumentum: G = glabrous, C = ciliate, H = hairy; Colour of corolla: PY = pale yellow, BY = brigth yellow, DY = dark yellow; Table 3.6. Description of the 28 birdsfoot trefoil genotypes by six quantitative traits. Quantitativ Identificat. MOR Leaflet width NO R2 ± 0.3 ± 0.6 ± 0.2 ± 0.4 ± 0.3 3.7 ± 0.4 3.4 ± 0.2 5.2 ± 0.3 2.8 ± 0.2 4.1 ± 0.6 4.0 ± 0.6 4.2 ± 0.5 7.1 ± 0.7 3.9 ± 0.4 2.4 ± 0.3 3.9 ± 0.4 3.6 ± 0.4 RUS2 4.1 UKR 4.2 ± 0.8 CZE IRA1 FRA1 SWI FRA2 MAC ETH ITA1 POL UK GEO2 KAZ RUS1 SPA NO R1 2.5 3.7 2.5 3.5 3.8 (cont'd on next page) ±0.6 Leaflet length 6.4 -.1: 0.2 8.4 ± 0.4 7.6 ± 0.1 5.8 -.1- 0.1 7.2 ± 0.1 9.1 ± 0.3 7.3 ± 0.2 10.2 -±- 0.3 7.0 ± 0.2 8.7 ± 0.3 8.1 ± 0.6 7.8 ±- 0.2 12.1 ±- 0.3 9.0 ± 0.2 5.9 ± 0.1 8.8 -± 0.2 8.6 ± 0.2 9.0 ± 0.2 7.6 -± 0.2 e Descr iptors Floret number Peduncle length 1.7 ± 0.1 30.3 ± 12.9 24.2 ± 11.5 48.5 ± 10.2 52.8 ± 11.2 33.8 ± 07.5 36.6 :t 05.2 48.2 ± 06.6 32.7 ± 07.5 77.8 ± 09.3 46.5 ± 13.0 49.3 ± 06.1 72.1 ± 07.4 81.8 ± 14.7 33.8 ± 06.7 40.6 ± 07.1 52.3 -± 06.7 63.6 ± 07.1 63.4 ± 05.8 91.1 ± 13.7 4.6 ± 0.3 1.8 -± 0.2 3.6 ± 0.2 2.4 ± 0.2 2.0 ± 0.2 3.9 ± 0.3 1.6 ± 0.1 4.1 ± 0.1 4.7 ± 0.2 3.4 ± 0.2 5.0 ± 0.2 4.3 ± 0.1 4.7 ± 0.4 3.2 ± 0.1 5.5 ± 0.2 4.8 ± 0.2 3.6 ± 0.3 2.8 ± 0.3 Flower size Calyx size 11.5 ± 0.2 13.2 ± 0.2 10.6 ± 0.2 13.6 ± 0.2 13.8 ± 0.2 12.3 -±- 0.1 13.0 ± 0.2 11.4 -±- 0.2 14.8 ± 0.1 11.6 ± 0.1 12.8 ± 0.2 15.0 ± 0.1 14.0 ± 0.2 13.0 ± 0.2 12.2 ± 0.1 14.5 -±- 0.1 15.0 ± 0.1 12.6 ± 0.3 10.0 ± 1.5 5.6 ± 0.1 6.8 ± 0.1 5.7 ± 0.2 6.1 ±0.2 6.4 8.4 9.2 9.8 7.8 6.5 7.6 8.8 7.9 8.5 7.8 7.9 7.6 7.3 6.7 ± 0.1 ± 0.3 ± 0.1 ± 0.1 ± 0.1 ± 0.1 ± 0.1 ± 0.2 ± 0.2 ± 0.1 ± 0.2 ± 0.2 ± 0.2 ± 0.1 ± 0.2 Table 3.6. (cont'd.) Quantitativ Identificat. RUS3 TUR IRA2 GRE1 GRE2 RUS4 GEO1 ITA2 ROM Leaflet width 3.5 ± 0.6 4.6 ± 0.6 3.1 ± 0.6 3.1 ±0.6 3.7 ± 0.4 4.5 ± 0.6 5.1 ± 0.8 3.4 ± 0.3 2.7 ± 0.3 e Descr iptors Leaflet length Floret number Peduncle length 8.3 ± 0.4 5.8 ± 0.3 3.9 ± 0.2 51.5 ± 07.1 46.1 ± 08.4 42.2 ± 05.5 51.9 ± 04.8 46.6 -± 06.2 52.2 ± 04.2 63.7 ± 04.5 58.3 ± 03.3 53.9 ± 04.7 7.3 :4.-_ 0.3 7.9 ± 0.1 8.8 ± 0.4 8.8 -± 0.3 12.2 ± 0.3 9.6 ± 0.1 7.4 -± 0.2 7.0 ± 0.1 2.1 ± 0.1 3.1 ±0.2 3.3 ± 0.2 5.4 ± 0.2 4.1 ± 0.2 3.1 ± 0.2 4.3 ± 0.2 Flower size Calix size 13.8± 0.2 7.1 ±0.2 6.1 ± 0.1 10.9 ± 0.2 12.9 ± 0.3 14.5 ± 0.3 14.8 ± 0.1 14.8 ± 0.1 15.5 ± 0.1 11.9 ± 1.6 14.2 ± 0.1 7.0 6.9 9.2 7.8 8.2 9.5 8.6 ± 0.1 ± 0.2 ± 0.1 ±- 0.1 ± 0.2 ± 0.1 ± 0.1 46 Group 1 RUS4 GEO2 UKR TUR Group 2 POL CZE UK SPA FRA1 RUS2 GE01 MAC ITA1 Group 3 KAZ RUS3 NOR1 NOR2 .RUS1 ETH Group 4 FRA2 MOR IRA1 SWI IRA2 GRE1 Group 5 GRE2 ITA2 ROM I 0.0 I 0.17 I 0.35 I 0.52 I 0.70 Euclidian distance Figure 3.1. Ward's cluster analysis classification of 28 exotic old world birdsfoot trefoil genotypes based on 18 morphological traits described by 71 binary characters states using Euclidian distance. 47 Table 3.7 Normalized Mantel statistic (2) from comparisons of different proximity matrices using RAPD, combinations of morphological, ecological characters and geographic, distances. Descriptor Genetict Geographicalt Ecological§ Z-value Morphological° Genetic Geographic 1.6 * 2.4 *** 1.9 * 2.4 *** 1.5 4.2 t Matrix of genetic distances calculated in PAUP using 130 random amplified polymorphic DNA bands. Geographic distances. § Matrix of Euclidian distances(Swoffords's, 1993) constructed using six ecological descriptors. # Matrix calculated using 18 morphological traits (ChrtkovaZertova, 1973) in 71 binary characters states using Swofford's (1992) distance. * ,** ,*** significant at P s 0.05, P s 0.01 and P s 0.001 level respectively. 11 48 the genotype collection site are, the more similar the genotype morphology. The geographic and ecological classifications are highly similar (Z= 4.2; P s 0.001). The only ecological descriptors that are not related to geographic distance are high temperature and precipitation (Table 3.8). General morphological classification similarities were attributed to low temperature, amount of sunshine, elevation, and latitude (Table 3.8). Among the quantitative morphological traits, the expression of number of florets per umbel was highly affected by environmental factors (Table 3.9). There is a great deal of collinearity among many of the ecological characteristics (data not shown). Using stepwise multiple correlation, the number of florets per umbel is most significantly influenced by the amount of sunshine and low temperature of the collection sites (R = 0.86; P s 0.0001). Sunshine and low temperature are collinear (r = 0.53; P s 0.004). The only other quantitative morphological trait associated with an ecological variable was leaf length with longitude. Leaf length increased as the genotype collection site moved east (Table 3.9). Genotypes collected at lower latitudes tended to have the umbels located in the upper leaf axilla more than those collected at higher latitudes which had the umbels distributed along the length of the stems (37° vs. 46° N, respectively; Table 3.10). More upper leaf axilla-borne umbel genotypes are found in warmer than cooler environments (14.9 vs. 6.2° C, respectively). This may be an adaptive feature for cooler climates where the number of growing degree days are limited but day length is long during the time of reproduction. Such a mechanism could maximize the number of seeds that are produced by producing inflorescences at all stem nodes, rather than only at the terminal end of a stem. Plants with decumbent growth form tend to be located at lower elevations (233 m) than plants with ascending (832 m) and erect (926 m) growth forms. Decumbent growth form is also found at higher latitudes (50.2° N) than ascending plants (38.5° C). Erect plant growth form genotypes, with the exception of NOR1 and NOR2, also tend to occur at lower latitudes. Glaucouscolored genotypes (MOR and IRA1) were only found at high altitudes (1830 m). These findings are in general agreement with those of Chrtkova-Zertova Table 3.8. Association among genetic, morphological, and geographic classifications with nine ecological descriptors for 28 birdsfoot trefoil genotype collection sites. Ecological descriptorst Classification Snow Temperature Average Low High Cloudiness Precipitation Elevation Geography Latitude Longitude Z-valuet Genetics Morphological Geographic# -1.4 1.2 1.8* 0.5 -0.1 4.4*** 2.8** 4.1*** 5.2*** 1.8* -0.5 2.6** 2.2 ** 5.6*** 3.9*** 0.6 0.8 1.1 0.1 0.3 3.2*** 3.0** 3.3*** 4.6*** 0.5 0.2 7.8*** t Matrices constructed from individual ecological characters. t * ,** ,*** significant Mantel statistic at P s 0.05, P s 0.01 and P s 0.001, respectively. § Matrix of distances (Swofford's, 1992) constructed from 130 random amplified polymorphic DNA bands using PAUP software. Matrix calculated using 18 morphological traits (Chrtkova-Zertova, 1973) in 71 binary characters states using Swofford's (1992) distance, # Matrices constructed from geographic distances. 50 Table 3.9. Pearson's correlation coefficients (r) between four quantitative morphological traits and nine ecological descriptors. Morphological descriptors Descriptor Leaf length Leaf width Calyx length Floret number 0.04 0.62*** -0.71*** -0.74*** -0.45** -0.76*** 0.14 -0.44** 0.75*** 0.16 r Snow Aver.Temp. Low temperature High temperature Cloudiness Precipitation Elevation Latitude Longitude 0.28 -0.11 -0.29 0.10 -0.05 -0.20 -0.16 -0.05 -0.16 -0.04 0.11 -0.01 0.42* 0.36 0.36 -0.26 -0.37 -0.11 0.01 0.01 -0.04 -0.06 0.09 -0.14 -0.10 0.07 * ,** and *** significant at P s 0.05, P s 0.01 and P s 0.001, respectively. Table 3.10. Analysis of variance relationships for ten qualitative morphological traits with nine ecological descriptors. Qualitative morphological descriptors Descriptor Snow Temp. avr. Low temp. High temp. Cloudiness Precipitatation Elevation Latitude Longitude Umbel position Calyx ratio ns ns ns ns ns ns ns ns ns ns **** *** ns ns ns ns * ns Leaf pubesc. ns ns ns ** ns * ns ns ns Calyx teeth form ns ns ns ns ** ns ns ns ns Corolla color Leaf shape Plant color ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns Leaf Calyx Growth thickness pubesc. habit ns * ** ns **** * * ns ns ns ns * ns ns * ns * ** ***, **** significant at P s 0.05, 0.01, 0.001, and 0.0001, respectively. ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns ns 52 FRA2 MAC Group 1 IRA1 ETH MOR CZE ' KAZ RUS3 UKR NOR1 SWI --1 FRA1 --I Group 2 SPA GE01 RUS1 POL UK NOR2 ITA1 I 1 RUS2 GRE1 Group 3 GRE2 IRA2 1____ TUR RUS4 Group 4 ITA2 I ROM 1 I I I I I 0.0 0.15 0.30 0.45 0.60 Euclidian distance Figure 3.2. Classification of 28 exotic old world birdsfoot trefoil genotypes based on 130 RAPD product bands using Euclidian distance and Ward's cluster analysis. 53 (1973). Light- and dark-green plants are found at low average altitudes with the exceptions of SWI, ETH, and NOR2. Leaves with ciliate indumentum are found in regions with lower precipitation and higher average temperature (523 mm and 20.9° C, respectively) than leaves with glabrous (924 mm and 15.2° C, respectively) and hairy (1302 mm and 12.5° C, respectively) indumentum. There are no difference between the ecological variables describing glabrous- and hairy-leaf indumentum classes. This finding differs from the observation of Chrtkova- Zertova (1973). More genotypes with thicker leaves are collected in warm and sunny environments at low latitudes than at cool and cloudy envirnonments. This finding also disagrees with the observations of Chrtkova-Zertova (1973). The finding of associations between birdsfoot trefoil morphological traits and ecological descriptions of genotype collection sites is supported by other research. Associations between altitude and morphological traits (Small et al., 1984), agronomic forage quality factors and geographic origins (McGraw et al, 1989), and seed proteins (Steiner and Poklemba, 1994) have been reported. Re-analysis of the Chrtkova-Zertova (1973) data shows a trend of species varietal development from warm, widely distributed genotypes to cooler, more geographically restricted regions (Steiner, 1998). These findings disagree with the conclusions of Grant and Small (1996) that geographic distance is not associated with plant morphological, genetic, and chemical composition. Genetic Classification The genotype classification based on 130 polymorphic RAPD bands produced four cluster analysis groups (Fig. 3.2). Several polymorphic bands were observed for each primer, and most of them produced band sizes ranging from 293 by to 1880 by (Table 3.4). The four RAPD groups were used as classes in a stepwise multiple discriminant analysis to validate the cluster analysis classification of the genotypes. Nineteen of the 130 bands were identified as significant (P 0.05) descriptors that differentiated genotypes. 54 The four classification groups were described by three discriminant functions using 19 RAPD band products as the primary distinguishing markers and produced a canonical correlation value of 0.999. One-hundred percent of the accessions were correctly placed by the stepwise discriminant analysis function. As with the relationship between morphological and geographic similarities, the closer the geographic distance the genotypes are collected from one another, the more similar their genetic distance (Table 3.7). There was no general relationship between genetic and ecological distance. However, RAPD Group-1 genotypes were all collected from the lowest average latitudes (36.3° N). These sites also received the greatest amount of average annual sunshine (60%) of the four RAPD classification groups and were mostly found in countries near the Mediterranean Ocean and Asia Minor. In contrast, RAPD Group-2 genotypes were collected at the greatest average latitude (50.1° N) and had the least average sunshine (39%) of all RAPD classification groups. These genotypes are primarily from northern and continental Europe. Genotypes in RAPD Group-3 are primarily of southeastern European origin. RAPD Group-4 genotypes are the most genetically diverse from the other classification groups and are found in southern Europe. The greater the collection site latitude, the lower the sunshine percentage (r = -0.785; P s 0.0001). Group-4 genotypes also were different from other RAPD classification genotypes for cross-compatibility reproductive success (Chapter 4). This result verifies the uniqueness of these genotypes from others based on RAPD analysis. The lack of similarity between genetic and ecological classification suggests that genotypes adapted to similar but geographically distant habitats were derived from different progenitors but have acquired similar phenotypes. Birdsfoot trefoil accessions from the NPGS collection were also shown to be associated with geographic regions based on seed protein patterns (Steiner and Poklemba, 1994). Because RAPD descriptors are associated with geographic proximity of genotypes collection sites but not with their ecological similarity, classifications of germplasm should not solely rely on ecological descriptions. However, 55 because low temperature and cloudiness are associated with the genetic classification of genotypes, these ecological descriptors may be important criteria when selecting germplasm adapted to specific environments. Specific traits may be associated with native habitat conditions and thus provide insights into adaptive mechanisms that could be useful for crop improvement (Rick, 1973). Useful germplasm may be identified in regions that are environmentally distinct from those where germplasm has previously been obtained (Steiner and Poklemba, 1994; von Bothmer and Severg, 1995). Classification Method Comparisons The genetic and morphological classifications were associated with one another (Table 3.7). The deviation in genetic and morphological classifications may be due to conservation of morphological traits for adaptive reasons, in spite of the occurrence of random mutations (Johns et al., 1997). It is believed that populations exhibiting similar molecular composition but dissimilar morphology have resulted from recent selection pressures that have resulted in few gene changes (Crawford, 1990). Single genes can have a significant effect on morphological trait expression (Beer et al,. 1993). However, the association between morphological and genetic classifications of genotypes indicates that phenotypic assessments can be an effective selection criteria for evaluating birdsfoot trefoil germplasm. Geographic distance among genotype collection sites is highly related to ecological distance (Table 3.7). However, if geographic locations alone are used to classify germplasm, then important adaptive features may be lost when searching for useful genotypes. The genotypes NOR1 and NOR2 (which are morphologically and genetically similar; Figs. 3.1 and 3.2) are from geographically close proximity to one another, but are ecologically diverse due to difference in collection site elevation, precipitation, and snowfall (Table 3.2). Genotypes IRA1 and I RA2 are from sites that are of close geographic and ecological proximity, are similar morphologically, but are genetically diverse. 56 Overall, using a combination of evaluation methods including RAPD, morphological, and ecological descriptors reveals combinations of variation among the birdsfoot trefoil genotypes that would not be apparent with any single measurement. The utility of combining various kinds of descriptors provides a more complete understanding about the diversity present in birdsfoot trefoil germplasm collections and provides information that may improve utilization of these resources. Specific morphological traits were identified using specific combinations of RAPD product bands as determined by stepwise discriminant analyses (data not shown). However, further validation of these RAPD markers using individual genotypes is needed to determine their usefulness as selection tools for identifying potentially useful traits when screening birdsfoot trefoil germplasm. Similarly, specific RAPD band products were identified that are associated with ecoregion domains (data not shown). Associations between Trifolium incarnatum L. influorescence color and specific RAPD product bands have also been reported (Steiner et al., 1998). More detailed analysis may reveal other associations between RAPD bands and birdsfoot trefoil traits of interest. Conclusions The 28 genotypes displayed polymorphism for both qualitative and quantitative morphological characteristics and were classified into five morphological cluster groups. Morphological similarities among genotypes were related to the general geographic proximities of their collection sites. Genotype morphology was also associated with the general ecology of the collection site habitat and specific morphological traits were found related to specific environmental characters. Floral morphological characteristics were related to collection site latitude and average temperature. Plant growth form was correlated with collection site elevation and latitude. There was no relatioship between glabrous and hair leaf indumentum expression. Geographic distance among genotype collection sites was associated 57 with genetic distance. The genotypes were grouped into four RAPD classification groups that were related to their geographic regions of origin that were Mediterranean basin/Asia Minor, northern and continental Europe, southeast Europe, and southern Europe. However, ecological similarity of the genotype collection sites is not related to their genetic similarity. The lack of similarity between the genetic and ecological classifications suggests that genotypes adapted to similar but geographically distant habitats were derived from different progenitors but have acquired similar phenotypes. Because RAPD descriptors are associated with the geographic proximity of genotypes collection sites but not with their ecological similarity, classifications of germplasm should not solely rely on ecological descriptions. The utility of combining RAPD, morphological, and ecological descriptors reveals combinations of variation among the birdsfoot trefoil genotypes that would not be apparent with any single measurement and can provide a more complete understanding about the diversity in birdsfoot trefoil germplasm collections. 58 References Astley, D. 1987. Genetic resource conservation. Expl. Agric. 23:245-257. Bailey, R.G. 1989. Explanatory supplement to ecoregions map of the continents. Environ. Conserv. 16:307-310. Beer, S.C., J. Goffreda, T.D. 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Rozpravy Ceskoslovenske Akademie Ved, 83, 1-94. Crawford, D.J. 1990. Plant molecular systematics. John Wiley and Sons, Inc., New York. Doebley, J. 1989. Izozyme evidence and evolution of crop plants. p. 165-191. In D. E. Soltis and P. S. Soltis (eds.) lsozymes in plant biology. Chapman and Hall, London. Fleet Numeric and Oceanographic Center. 1992. Global elevation, terrain, and surface characteristics. Digital raster data on a 10-minute geographic (lat/long) 180x360 grid. Ten independent single-attribute spatial layers on CD-ROM, 28 MB. Global ecosystems database, Version 1.0: disc A, documentation manual. Key to geographical records documentation no. 27. USDOC/NOAA National Geographical Data Center, CO. 59 Frankel, 0. H. 1986. Genetic resources museum or utility ? In Proceedings of plant breeding symposium DSIR 1986. Department of Scientific and Industrial Research, Wellington. Frankel,O.H., and J.G. Hawkes. 1975. Crop genetic resources for today and tomorrow. New York: Cambridge University Press. Grant, W.F. 1965. A chromosome atlas and interspecific hybridization index for the genus Lotus (Leguminosae). Can. J. Genet. Cytol. 7:457-471. Grant, W. F.1991. Chromosomal evolution and aneuploidy in Lotus. In T. Tsuchiga and and P. K. Gupta (eds.) Chromosome engineering in plants: Genetics, Breeding, evolution. Pa B. ELSEVIER. Developments in Plant Genetics and Breeding, sb. Netherlands. Grant, W. F. and E. Small, 1996. The origin of Lotus corniculatus (Fabaceae): a synthesis of diverse evidence. Can. J. Bot. 74:975-989. Hair, J.F.,Jr., R.E. Anderson, and R.L. Tatham. 1997. Multivariate data analysis with readings. Macmillan Publ. Co., New York. Hawkes, J.G.1983. The diversity of crop plants. Harvard University Press, Cambridge, MA. Holden, J.H.W., and J.T. Williams. 1984. Crop genetic resources: Conservation and evaluation. London: George Allen & Unwin. Johns, M. A., P. W. Skroch, J. Nienhuis, P. Hinrichsen, G. Bascur, and C. 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USDOC/NOAA National Geophysical Data Center, Boulder, CO. Mantel, N. 1967. The detection of disease clustering and a generalized regression approach. Cancer Res. 27:209-220. McGraw, R. L. P. R. Beuselinck, and G. C. Marten. 1989. Agronomic and forage quality attributes of diverse entries of birdsfoot trefoil. Crop Sci. 29:1160-1164. , Paterson, A.H.,S.D. Tanks ley, and M.S. Sorrells. 1991. DNA markers in plant improvement. Adv. in Agronomy. 46:39-90. Rick, C. M. 1973. Potential genetic resources in tomato species: clues from observation s in native habitats. p. 255-270. In a. M. Srb (ed) Genes, enzymes and population, Basic life sciences, vol. 2. Plenum Press, New York. Rohlf, F.J. 1993. NTSYS-pc. Numerical taxonomy and multivariate analysis system. Version 1.8 Applied Biostatistics Inc., N.Y. Seaney, R.R. and P.R. Henson. 1970. Birdsfoot trefoil. Adv. Agron. 22:119-157. Skroch, P., J. Tivang, and J. Nienhuis. 1992. Analysis of genetic relationships using RAPD marker data. p. 26-29. In Applications of RAPD technology to plant breeding symposiums series. CSSA, and AGA, Madison, WI. Small, E., W. F Grant,. and C. W Crompton,. (1984). A taxonomic study of the Lotus corniculatus complex in Turkey. Can. J. Bot. 62:1044-1053. Smouse, P.E., J.C. Long, and R.R. Sokal. 1986. Multiple regression and correlation extensions of the Mantel's test of matrix correspondence. Sys. Zool. 35:627-632. Snedecor, G. W., and W. G. Cochran. 1980. Statistical methods Iowa State University. Press, Ames, IA. Steiner, J.J. and P. R. Beuselinck. 1998. A description and interpretation of the NPGS birdsfoot trefoil core subset. Crop Sci. (In review). Steiner, J.J., and S.L. Greene. 1996. Proposed ecological descriptors and their utility for plant germplasm collections. Crop Sci. 36:439-451. Steiner, J.J., E. Piccioni, M. Falccinelli, and A. Liston. 1998. Germplasm diversity among cultivars and the NPGS crimson clover collection. Crop Sci. (In press). 61 Steiner, J. J., and C. J. Poklemba. 1994. Lotus corniculatus classification by seed globulin polypeptides and relationships to accession pedigrees and geographic origin. Crop Sci. 34:255-260. Steiner, J.J., C.J. Poklemba, R.G. Fjellstrom, and L.F. Elliot. 1995. A rapid onetube genomic DNA extraction process for PCR and RAPD analysis. Nucl. Acid. Res. 23:2569-2570. Strauss, M. L., J. A. Pino, and J. I. Cohen. 1988. Quantification of diversity in ex situ plant collections. Diversity 16:30-32. Stuessy, T. F. 1990. Plant taxonomy Columbia University Press. New York. Swofford, D. L. 1993. PAUP: Phylogenetic analysis using parsimony, Version 3.1. Illinois. Natural History Survey, Champaign, IL. Systat, 1992. Systat: Statistics, Version 5.2 Edition.Systat, Inc., Evanston, IL. Tingey, S.V, J.A. Rafalsky, and J.G.K.1993. Genetic analysis with RAPD markers. p. 3-8. In Applications of RAPD technology to plant breeding symposiums series. CSSA, ASHS, and AGA, Madison, WI. von Bothmer, R., and 0. Seberg. 1995. Strategies for the collecting of wild species. p. 93-111. In L. Guarino et al. (ed.) Collecting plant diversity. CAB Intern., Wallingford, UK. Ward, J.H. 1964. Hierarchical grouping to optimize an objective function. J. Am. Stat. Assoc. 58:236-244. 62 CHAPTER 4 ADAPTIVE ECOLOGY OF Lotus corniculatus L. GENOTYPES: II. REPRODUCTIVE COMPATIBILITY AND INTROGRESSION ABILITY Abstract Birdsfoot trefoil (Lotus corniculatus L.) is a widely distributed polymorphic perennial forage legume species found in wild and naturalized populations throughout temperate regions of Europe, Asia Minor, North Africa, and North and South America. Information about the reproductive compatibility among genetically and ecologically diverse genotypes is scant. The objectives of this research were to: (i) characterize the ease of introgression of 28 birdsfoot trefoil genotypes into two genetically diverse hybridization testers, and (ii) determine if the cross-compatibility among exotic genotypes is related to their genetic background and ecological origins. The ease of introgressing 27 exotic genotypes into other germplasms backgrounds was determined by using bidirectional crosses with a domestic and an exotic genotype tester. A diallele crossing matrix of eight genotypes was also used to determine crosscompatibility among exotic germplasm. Reproductive success was measured as percentages of pods set and pollen viability. The self pod set and pollen viability percentages of the genotypes were not correlated, but exhibited a range of differences. Incompatibility among crosses was expressed as either an inability to set pods or the production of progeny that had inviable pollen. Intermediate crosses could be identified that could bridge any combination of genotypes that were incompatible. Reproductive barriers to cross compatibility in birdsfoot trefoil are environmentally neutral and distributed randomly throughout the species. This differs from the findings that the distribution of birdsfoot trefoil morphological characteristics are associated with the ecological origins and genetic similarities of the genotypes. Even though birdsfoot trefoil is 63 origins and genetic similarities of the genotypes. Even though birdsfoot trefoil is morphologically diverse, exotic germplasms can be utilized by conventional breeding methods. Introduction Birdsfoot trefoil is a perennial, non-bloating, forage legume that has valuable attributes making it a good alternative to other temperate region legumes. It is better adapted to slightly acid, droughty, infertile, or wet soils that do not support other forage legumes (Seaney and Henson, 1970; Marten et al., 1987). Information about effective cross-compatibility of ecologically and genetically diverse birdsfoot trefoil genotypes is needed to determine the efficacy of introgressing traits from exotic germplasm sources. Incompatibility barriers could limit the potential for utilizing traits from exotic germplasm sources not presently used in commercial cultivars. Birdsfoot trefoil generally exhibits poor self-compatibility (Miller, 1969), but autogamous genotypes are available (Steiner, 1993; Steiner and Poklemba, 1994). It was observed that some Lotus species do not produce seed under greenhouse conditions without manipulation. Only about 3% of the genotypes produce seeds when manipulations are made by hand (McDonald, 1946). However, successful tripping of flowers under greenhouse conditions can be variable (McKee, 1949). The inheritance of male sterility in birdsfoot trefoil may involve the cytoplasm and be controlled by several complimentary genes (Negri and Rosellini, 1996). The percentage of seed pods set has been used as a measure of cross compatibility success in birdsfoot trefoil (Miller, 1969). Wild relatives of domesticated crops can be rich sources of valuable traits. Even though plant introductions provide a diverse array of genes, this diversity may not be easily incorporated into commercial-adapted materials (Hallauer, 1978). One reason may be that mechanisms maintaining genetic isolation exist between diverse germplasm pools. The potential value of wild germplasm and the risk of extinction of uncollected types, creates an urgent 64 need for accelerating the collection and characterization of germplasm (Paterson et al., 1991). Extensive genetic variation has been reported within birdsfoot trefoil (Chrtkova-Zertova, 1973). However, many cultivars of birdsfoot trefoil have been developed from a narrow germplasm base (Steiner and Poklemba, 1994). Therefore, it would be useful to determine the degree of reproductive compatibility among diverse genotypes and identify possible routes to introgress traits from exotic germplasm not previously utilized in plant breeding programs. Barrier to reproductive success may cause difficulties if exotic genotypes are used for cultivar development (Schaaf and Hill, 1979). Identifying possible crossing bridges to transfer characters also could allows us to improve birdsfoot trefoil types where incompatibility among specific genotypes precludes successful hybridization. Knowledge about the fertility and crossing behavior of birdsfoot trefoil genotypes is scant, and little work has been done to determine the genetic basis of taxonomic characters through crossing studies (Negri et al., 1989). In addition, scant information has been available describing the association among different kinds of descriptors that could be used to characterize birdsfoot trefoil germplasm collections. Many germplasm collection classifications are based on a few traits with a limited understanding of their geographic origins (Brown, 1989). In germplasm conservation, considering the relationships among ecological and reproductive traits may be important. Recently, it has been proposed that through understanding specific associations among genetic traits and environmental descriptors it may be feasible to describe and better utilize the intraspecific variation available within germplasm collections (Beuselinck and Steiner, 1992). It would be valuable to know whether relationships exist among reproductive traits affecting hybridization and ecogeographic descriptors so that we can better characterize and utilize birdsfoot trefoil germplasm. Differences in compatibility among genotypes may suggest similar genetic origins. Differences in the degree of genetic relatedness among genotypes and their congruence with reproductive compatibility have not been reported. Studies like these are needed to provide 65 complementary information for a better characterization of germplasm collections. The objectives of this research were to: (i) characterize the ease of introgression of 28 birdsfoot trefoil genotypes into two genetically diverse hybridization testers, and (ii) determine if the cross-compatibility among exotic genotypes is related to their genetic background and ecological origins. Materials and Methods Genetic Materials Twenty-eight old-world exotic genotypes and one North American germplasm of birdsfoot trefoil from the National Plant Germplasm collection (Table 4.1) were chosen based on the ecological diversity of the collection site origin (Chapter 3). Original seeds of most accessions were obtained from the USDA-ARS Plant Introduction Station at Pullman, WA. The seeds were scarified using liquid nitrogen, germinated at 20° C in plastic boxes on blue blotter paper, and germinated seedlings transplanted to greenhouse flats. Fifteen plants of each accession were selected at random, inoculated with an appropriate Rhizobium strain and transplanted into flats in the greenhouse under 16 / 8 h (light / dark) conditions at approximately 20° C. Based on plant appearance among genotypes within an accession, a single genotype was chosen from each accession and transplanted into 10 cm diameter pots. Vegetative cuttings of all 28 genotypes were made to assure ample numbers of plants to produce flowers for crossings. The plants were fertilized, watered, and pests controlled as needed to maintain active growth. All of the genotypes, except PI 260268 from Ethiopia (ETH) which required vernalization at 2° C for four weeks, flowered at ambient temperature and 16 / 8 h (light / dark) conditions in the greenhouse over a period of three years. 66 Table 4.1. Pollen viability and self compatibility percentages of the 29 birdsfoot trefoil genotypes. Genotype Accession number Pollen Identification Country viability Self compatibility -------% PI 31276 PI 180171 PI 227512* Fl 234670 P1234811 P1235525* PI 251143* PI 260268 Fl 260692* PI 267060 PI 290717* PI 93-94 P1315082* Fl 315454 P1319021 PI 319822 P1319823 P1325369 P1325379 PI 369278 P1464682 PI 384882* PI 419228 PI 419233 P1430546 PI 93-21 PI 485601 P1494653 NC-83 MORt Morocco Czech Republic 60.2 IRA1 Iran FRA1 91.8 96.7 68.2 84.9 MAC France Switzerland France Macedonia ETHt Ethiopia CZE SWIt FRA2t ITA1 Italy POL UK GEO2 KAZ Poland United Kingdom Georgia Kasakstan RUS1 SPA NOR1 NOR2t RUS2t 95.1 97.1 97.1 94.6 98.6 96.5 99.7 13.1 97.1 19.3 Russia Spain Norway 94.0 78.7 Norway 0.0 0.0 0.0 10.7 3.6 0.0 0.0 8.0 0.0 8.0 3.7 12.0 0.0 8.0 10.0 4.9 85.1 UKR RUS3 Russia Ukraine Russia 95.6 95.5 94.3 74.0 TUR.I. Turkey 93.1 IRA2 GRE1 GRE2 RUS4 GEO1 ITA2 ROM Iran 92.4 88.4 NC-83t 7.4 0.0 0.0 40.1 0.0 1.5 0.0 94.0 0.0 0.0 0.0 Greece Greece Russia Georgia Italy Romania USA t Genotypes used for dialelle crossing analysis t Original seed of the accession not available. 95.1 98.4 65.0 59.7 92.3 82.2 Measures of Reproductive Success 67 Reproductive success was determined as: (i) the percentage of pods that set following crossing, (ii) the number of seeds produced per pod that successfully set, (iii) pod length, and (iv) the pollen viability percentage of the resulting F1 progeny from each cross. Bee sticks (Williams, 1980) were used to collect pollen from inflorescences and 70% ethanol used to kill pollen on the bee stick between each cross. The selfing percentage of each genotype was determined using at least 15 florets that were rolled between the fingers with slight pressure (Seaney, 1962). At maturity, which occurred approximately 30 days after pollination, the pods were harvested, the seeds threshed by hand, and the number of fully-developed and shriveled seeds were counted. Three randomly selected, well-developed florets collected during anthesis from all parental genotypes and from florets of their F1 hybrid progeny were squeezed to exude pollen onto a microscope slide. The pollen was immediately stained with a mixture of 50% glycerol and 50% water containing acetocarmin (1g/100 ml). The slide cover slips were sealed with clear nail polish. At least five plants per cross were sampled and the average pollen viability determined (Beuselinck et al., 1996). The reliability of this technique was verified by comparison with an in vitro pollen germination method (Kariya, 1989) using a mixture of 20% sucrose, 1% agar, and 20 ppm boric acid. No pollen germination occurred in the absence of boric acid. A correlation coefficient of 0.66 (P s 0.001) was found between the two methods. Ease of Introgression with USA and SWI Testers The ease of introgressing exotic traits into other birdsfoot trefoil genetic backgrounds was determined by using bidirectional crosses of USA and SWI genotype testers with the remaining 27 exotic genotypes. The USA genotype 68 had an erect-growth habit and appearance of North American cultivars while SWI has the morphological appearance of L. alpinus. A minimum of 15 flowers were used for crossing in both directions using the USA and SWI testers. All crosses, except for ETH as a female receptor, were done without emasculation one to three days before pollen dehiscence. Flowers from the ETH genotype used as female receptors were emasculated by removing the 10 stamens and fused keel petals with forceps, and leaving intact the standard and two wing petals (Seaney, 1962). Pollen was transferred after full expansion of the emasculated flower (one day). Cross-compatibility Among Exotic Genotypes The USA, SWI, and six other of the 27 exotic genotypes (SWI, MOR, FRA2, ETH, TUR, RUS2, and NOR2) selected for their genetic and ecological diversity were included in a diallele crossing matrix to determine the crosscompatibility among exotic genotypes. The reciprocal crosses among all genotypes were done using at least 80 flowers per cross in both directions. All crosses were done as described above for determine ease of introgression. Statistical Analysis Analysis of variance was used to determine the effects of genotype, crossing direction, and their interaction on reproductive success. The mean comparisons were done using Fisher's protected LSD at P s 0.05 (Statview 512+, Brain power, Inc. Calabasas, CA.). Box plots were used to present summaries of differences between USA and SWI parental testers and crossing direction for percentage pod set, pod length, seeds per pod, and F1 pollen viability. Box plots were also used to display the results from the diallele cross among the eight genotypes. 69 Pearson's correlation (Snedecor and Cochran, 1980) was used to determine associations between parental clone self-compatibility and pollen viability percentages as well as the relationships among the measures of reproductive success with ecological characteristics of the collection sites of the genotypes. Only genotypes that set pods were used in the correlation analyses for pod length, seeds per pod, and F1 pollen viability. The ETH genotype was excluded from the correlation of percentages selfed pods set and pollen viability because it is nearly autogamous. The four genetic classification groups based on random amplified polymorphic DNA (RAPD) from Chapter 3 were used as the independent variable in an analysis of variance to determine the effect of genetic classification on the percentage of pods set and pollen viability of the parental clones. Mean separation was based on Fisher's protected LSD test (Systat 5.2.1 for the Macintosh, Evanston, IL). Similarity matrices were constructed for the eight genotypes used in the diallele crossing block for (i) reproductive distance, a Pearson correlation matrix (Systat 5.2.1 for the Macintosh, Evanston, IL) of parental self compatibility and pollen viability; and average percentage pod set, pod length, seeds per pod, and F1 progeny pollen viability percentage of each genotype used both as male and female parents crossed with the other seven genotypes; (ii) genetic distance of the genotypes as determined in Chapter 3 using PAUP 3.1 (Swofford, 1993; and (iii) morphological distance as determined in Chapter 3. The congruence of the reproductive, morphological, and genetic classifications were determined by Mantel's test (Mantel, 1967) using the MXCOMP command of NTSYS-pc program version 1.8 (Rohlf, 1993) as done in Chapter 3. 70 Results and Discussion Characterization of Parental Genotypes Characterization of the accessions for pollen viability and level of selfing is shown in Table 4.1. In general, all genotypes had pollen viability percentages greater than 70% except for MOR, SWI, GEO1, and ITA2. These genotypes may be hybrids of birdsfoot trefoil that express reduced pollen viability. The range of variation for selfing was from 94% for ETH to no selfing for 14 of the 29 genotypes. The ETH genotype comes from a family of accession that are the only know wild tetraploid genotypes of birdsfoot trefoil (Steiner and Poklemba, 1994). The range of self compatibility of those genotypes that were self compatible are greater than that described by McDonald (1946). Chandler et al. (1986) have reported that wild Helianthus genotypes with low pollen viability percentages sometimes indicate that the individuals are actually natural hybrids. Because birdsfoot trefoil is comprised of many highly variable morphological forms (Chrtkova-Zertova, 1973), it is possible that some of the genotypes used are hybrids between birdsfoot trefoil varieties. There was no relationship between percentages selfed pods set or pollen viability (r = 0.20; P s 0.32; excluding ETH which is nearly autogamous). The length of parental pods was positively correlated with the number of seeds produced per pod, regardless of genotype or crossing direction (USA female and male are 0.77 and 0.81, respectively, and SWI female and male are 0.82 and 0.81, respectively; P s 0.001). The correlations among all other measures of reproductive success were not significant, regardless of genotype or crossing direction (data not shown). There was no relationship between parental pollen viability and selfed pod percentages with any of the collection site ecological variables (data not shown). 71 Ease of Exotic Genotype Introgression with USA and SWI Testers The measures of reproductive success for the USA and SWI testers with the 27 exotic genotypes are given in Fig. 4.1. When introgressing exotic germplasm, it is important to choose a partner that is reproductively crosscompatible. Attempts to transfer desirable genes from wild accessions into cultivated genotypes can be accompanied by difficulties with crossincompatibility. Differences in crossing direction exist, with USA serving equally well as a female or male parent with the other 27 genotypes for percentage of pods set (P s 0.10). The SWI tester performed better as a female parent than as a male (P s 0.0001). However, the F1 progeny from the SWI female tester had lower average pollen viability than the USA progeny (P s 0.05). Two levels of incompatibility were observed. Some crosses among genotypes were incompatible as a result of not setting any pods (Table 4.2). Using USA as the female parent, only GEO1 pollen did not set pods. All genotypes were compatible with SWI as the female parent. Ten of the genotypes were not compatible with USA pollen (CZE, FRA2, GRE2, IRA2, KAZ, POL, RUS1, RUS3, SPA, and UK) and six not compatible with SWI pollen (CZE, KAZ, ROM, RUS4, SPA, and UK). Conversely, some crossing combinations showed hyper-compatibility relative to the rest of the crossing combinations (e.g., NOR and ITA2 female genotypes are very compatible with USA pollen, Figure 4.1). A second level of incompatibility resulted from crossing combinations that successfully produced pods, but the resulting F1 progeny did not produce viable pollen. These included the USA tester as the female with ETH and ROM pollen, USA pollen with ETH as the female parent, SWI female with IRA1 pollen, and ETH and UKR females with SWI pollen (Figure 4.1). The fact that the exotic genotypes did not show differences in crossing direction for most of the reproductive characters when crossed with NC-83 may indicate that this genotype could be used as a female or male parent. A high degree of reproductive success can be obtained (percentage of pods set) using both NC-83 100 ITA2 NOR2 A e 0 80 -.5 60­ 234811 NC-83 40 0 35. 234811 B E 30 O .c 25 tr) 20 ILD 15 '3 10 -0 40 20 a_ 0 0 5=1;0 a a 0 a 5. 0 M F M F M F M F M 100 --7; 90 80 ,..?; 70 60 .5 50 40 a) 30 75 20 _ca= a_ F M F Crossing direction M 10 0 Crossing direction Figure 4.1. Female (F) and male (M) cross compatibility between NC-83 and PI 234811 with 27 exotic genotypes measured as: A, percentage of pod set; B, pod length; C, seeds per pod; and D, Fi pollen viability. Accession names at the top and bottom of A and D indicate extremes combination values for pod set and pollen viability, respectively. Box plots labeled with different letters indicate mean comparison between male and female parents are different at P s 0.05 according to LSD test. 73 USA and SWI as female parents (96 and 100%, respectively) (Table 4.2). However, when using these two testers as pollen sources, fewer successful crosses resulted (63 and 78% for USA and SWI, respectively). This indicates that incompatibility barriers between the exotic genotypes and the two testers can be overcome, but attention must be given to determine the optimal direction to achieve successful hybrids. It can be assumed that similar responses would be observed using different testers. The characterization of reproductive compatibility and the identification of complexes of compatible genotypes presents the possibility of using specific accessions as bridges in breeding programs for incorporating of unique traits of interest into birdsfoot trefoil (0' Donoughue and Grant, 1988). For example, if traits in the ETH genotype were desired, USA would not be a satisfactory crossing parent because the resulting progeny would be sterile (0% F1 pollen viability by crosses in either direction) and the percentage of pods set would be low (< 10%), regardless of direction of the cross. On the other hand, the SWI genotype used as the female partner is very receptive to crossing with the ETH genotype (75% pod set) and the resulting F1 progeny are fertile (54%). SWI is compatible with USA (percentage pods set are 37 and 63% with USA as the female and male parents, respectively, with F1 progeny having pollen viability percentages in excess of 90%). Those crosses that demonstrate high levels of compatibility may be due to high degrees of chromosome homology (Grant, et al., 1962). The relationship between karyotype and cross compatibility among these genotypes needs to be determined. Further studies are also needed to determine the effect of F1 parentage on reproductive success in bridge crosses. Identification of predictors of reproductive success would assist with better utilization of exotic germplasm resources. Based on the genotype RAPD classification (Chapter 3), genotypes from Group-4 (GEO2, ITA2, and ROM) had the lowest percentage of pods set (5% compared to 33, 29, and 46% for groups 1, 2, and 3, respectively) when USA was the female parent (P s 0.03) and the highest percentage of pods set (60% compared to 9, 18, and 11%, respectively) when USA was the pollen source (P 5 0.01). RAPD Group-4 genotypes also Table 4.2. Female (F) and male (M) cross-compatibility between NC-83 and SWI with the 27 exotic genotypes measured as pod set and pollen viability percentages. USA Pod set Accession SW! Pollen Viability Pod set Pollen Viability number Identif. PI 31276 MO R 17.9 23.1 92.7 PI 180171 CZE 45.4 -t 92.9 PI 227512 IRA1 63.6 30.0 95.2 95.7 50.0 42.1 0.0 89.9 PI 234670 FRA1 10.0 20.0 95.4 83.5 40.0 50.0 89.2 93.0 PI 235525 FRA2 33.3 59.8 1.9 60.2 96.1 PI 251143 MAC 54.5 10.0 96.1 96.9 62.5 38.9 80.8 96.2 PI 260268 ETH 9.3 2.5 0.0 0.0 75.0 5.0 54.1 0.0 PI 260692 ITA1 63.6 8.3 95.7 97.8 73.3 11.1 81.4 93.0 PI 267060 PO L 20.0 95.9 73.3 20.0 86.3 96.3 PI 290717 UK 58.3 97.6 25.0 PI 93-94 GEO2 27.3 PI 315082 KAZ 11.0 94.3 73.3 PI 315454 RUS1 23.1 96.1 73.3 PI 319021 SPA 27.3 94.2 87.5 (cont'd on next page) 94.7 97.8 23.2 43.7 73.5 30.0 53.8 95.4 44.4 49.2 94.8 86.8 87.7 70.6 77.7 97.8 89.6 11.1 88.2 68.1 90.9 Table 4.2. (cont'd.) USA Pod set Accession SWI Pollen Viability Pod set Pollen Viability number Identif. PI 319822 NOR1 30.0 30.0 96.1 96.4 73.3 60.0 79.4 96.4 PI 319823 NOR2 6.2 83.7 98.0 98.1 51.9 69.5 88.4 96.9 PI 325369 RUS2 3.6 48.1 93.7 97.2 43.1 55.5 93.0 97.0 PI 325379 UKR 7.7 30.0 96.0 96.2 23.5 5.5 78.6 0.0 PI 369278 RUS3 25.0 75.0 50.0 82.2 96.2 PI 464682 TUR 43.6 60.0 27.7 76.8 79.2 PI 384882 IRA2 58.3 60.0 40.0 74.8 94.6 PI 419228 GRE1 50.0 60.0 11.8 74.9 91.0 PI 419233 GRE2 50.0 27.8 26.7 62.0 96.1 PI 430546 RUS4 27.3 P1 93-21 GEO1 94.7 7.0 94.5 91.3 92.3 30.0 95.7 97.5 97.3 20.0 97.5 70.0 96.3 38.9 93.4 25.0 52.9 81.1 72.4 73.3 83.3 75.4 PI 485601 ITA2 6.2 80.0 94.8 96.3 35.7 PI 494653 ROM 9.1 30.0 0.0 94.8 60.0 t Indicates no pod set therefore, no pollen was produced. 72.4 83.1 76 had the lowest F1 pollen viability (72% compared to approximately 90% for the other three groups; P s 0.04). These results indicate that it may be possible to use molecular markers to identify genotypes that will be cross-compatible with specific germplasm sources. Cross-compatibility Among Diverse Genotypes A subset of eight ecologically diverse genotypes, including USA and SWI, were used in a diallele crossing block. Means comparison for female compatibility observed among the crosses are reported in Table 4.3. Male means are not presented because there were no differences among genotypes. There was no interaction effect between genotype and crossing direction on F1 progeny pollen viablility (P s 0.91) (Table 4.3). However, genotype and crossing direction interacted and affected the percentage of pods set, pod length, and number of seeds per pod (P s 0.0001, 0.0001, and 0.05, respectively; Figure 4.2). The NOR and SWI genotypes were the most promiscuous and the FRA genotype the least (Table 4.3). The NOR, SWI, and RUS genotypes were generally superior as female parents for percentage of pods set (Fig. 4.2A). The TUR and FRA genotypes performed better as male parents for pod set than as female parents. Crossing direction had no effect on pod set of MOR, USA, ETH. The ETH genotype had a lower F1 progeny pollen viablility than the rest of the genotypes (Fig. 4.2D). Crossing combinations that resulted in non-viable pollen include SWI as the male parent with ETH as female, ETH as male with USA as female, RUS as female with FRA as male, and USA as both male and female parent with ETH (Figure 4.2D). No relationship was found among the eight genotypes for reproductive cross compatibility with genotype genetic background (based on RAPDs) or morphological similarities (Mantel t = 0.96; P s 0.17 and 0.06; P s 0.47, respectively). This finding differs from that for birdsfoot trefoil morphological and RAPD characteristics that were associated with the ecology of the genotype site 77 Table 4.3. Means of female parent diallele cross-compatibility averages among eight birdsfoot trefoil genotypes. Genotype Pod set Pod length Seeds per pod Fl Pollen viability % mm no. % NOR2 68.7 a 26.3 a 12.6 ab 90.1 SWI 22.7 ab 22.9 ab 19.4 bc 20.3 bc 15.9 a 78.0 91.3 FRA2 58.1 ab 50.9 b 28.1 c 21.6 cd 15.7 cde 12.4 de 1.6 gc LSD 13.2 RUS2 MOR USA TUR ETH 15.0 bc 24.1 ab 9.3 bc 8.6 bcd 11.3 abc 7.6 cd 9.9 bc 5.9d 4.6d 5.8 4.6 85.5 78.0 84.1 81.0 64.3 NS Means within columns followed by the same letter are not significant at the 0.05 level based on LSD test. 100 MOR SWI FRA2 ETH NOR2 RUS2 TUR USA 60 A 50 80­ 0 .6 60. o a 40 ab 30 -8 40­ I 20 cc lid Le T 0 11 FM FM FM 30 -0 25 MOR SWI M F M FMFM C a) ocl" 15 V 1) 10 5 Is! 1 20 10 0 FRA2 ETH NOR2 RUS2 TUR USA O 2" 20 0 MOR SWI FRA2 ETH NOR2 RUS2 TUR USA 3.011 FMFMFMFMFM Crossing direction 100 90 80 70 60 50 40 30 20 10 0 FMFMFMFMFMFMFMFM MOR SWI aj FRA2 ETH NOR2 RUS2 TUR USA 0 a al !I 0 ETH USA FRA ETHETH FMFMFMFMFMFMFMFM Crossing direction Figure 4.2. Female (F) and male (M) diallele cross compatibility among seven exotic and one North american-adapted genotypes measured as: A, percentage of pod set; B, pod length; C, seeds per pod; D, percentage of Fi pollen viability. Accessions used are: MOR, PI 31276; SWI, PI 234811; FRA2, PI 235525; ETH, PI 260268; NOR2, PI 319823; RUS2, PI 325369; TUR, PI 464682; and USA, 'NC-83'. Accession names at the bottom of D indicate poor combination for pollen viability. Box plots labeled with different letters have means significant different at P s 0.05 according to LSD test. 79 of origin (Chapter 3). It appears that reproductive barriers to cross compatibility in birdsfoot trefoil are environmentally neutral and distributed randomly throughout the species. Conclusions The 29 parental genotypes used in the experiment exhibited a range of responses for self pod set and pollen viability percentages. There was no correlation between these responses. The only measures of reproductive success that were correlated were number of seeds per pod and pod length Using the two hybrid testers (USA and SWI) and the diallele cross among the eight genotypes, incompatibility among crosses was expressed either as a failure to set pods or that produced progeny which did not produce viable pollen. However, among the parental genotypes used, intermediate crosses could be identified that could bridge any combination of parents that were incompatible. There was no relationship between the measures of reproductive success with any of the ecological descriptions of the genotype collection site. RAPD markers identified a group of genotypes with the lowest percentage of pods set when USA was the female parent, the highest percentage of pods set when USA was the pollen source, and the lowest F1 pollen viability of the four classes. These results indicate that it may be possible to identify specific markers to determine genotypes that will be cross-compatible with specific germplasm sources. However, no relationship was found for the degree of reproductive compatibility with genetic relatedness of the parental genotypes. Similarly, there was no relationship between genotype reproductive compatibility and morphological similarities. It appears that reproductive barriers to cross compatibility in birdsfoot trefoil are environmentally neutral and distributed randomly throughout the species. This differs from the findings that the distribution of birdsfoot trefoil morphological characteristics are associated with the ecological origins and genetic similarities of the genotypes. 80 References Beuselinck, P.R., and J.J. Steiner. 1992. A proposed framework for identifying, quantifying, and utilizing plant germplasm resources. Field Crops Res. 29:261-272. Beuselinck, P. R., B. Li, and J. J. Steiner. 1996. Rhizomatous Lotus corniculatus L. I. Taxonomic and cytological study. Crop Sci. 36:179-185. : Brown, A.H.D. 1989. Core collections: a practical approach to genetic resources management. Genome 31:818-824. Chandler, J. M., C. C. Jan, and H. Beard, 1986. Chromosomal differentiation among the annual Helianthus spp. Systematic Botany 11:354-371. Chrtkova-Zertova, A. 1973. A monographic study of Lotus corniculatus L. I Central and Northern Europe. Rozpravy Ceskoslovenske Akademie Ved, 83, 1-94. Grant, W. F., M. R. Bullen, and D. de Nettancourt,. 1962. The cytogeneties of Lotus. I. Embryo-cultured interspecific diploid hybrids closely related to L. corniculatus. Can. J. Genet. Cytol. 4:105-128. Ha Hauer, A.R. 1978. Potential of exotic germplasm for maize improvement. p. 229-247./n D.B. Walden (ed.) Maize breeding and genetics. Jhon Wiley & Sons, New York, N.Y. Kariya, K. 1989. Sterility caused by cooling treatment at the flowering stage in rice plants. Japanese J. of Crop Sci. 58:96-102. Mantel, N. 1967. The detection of disease clustering and a generalized regression approach. Cancer Res. 27:209-220. Marten, G.C., F.R. Eh le, and E.A. Ristau.1987. Performance and photosensitization of cattle related to forage quality of four legumes. Crop Sci. 27:138-145. MacDonald, A. 1946. Birdsfoot trefoil (Lotus corniculatus L.) Its characteristics and potentialities as a forage legume. Cornell Agric Exp. Stn. Memo 261. p.182. . McKee, R. 1949. Fertility relationships in the genus Lotus. Agron. J. 11:313-316. Miller, J.D. 1969. Cross-compatibility of birdsfoot trefoil, Lotus corniculatus L. Crop Sci. 9:552-555. 81 Negri, V., B. Romano, and F. Ferranti. 1989. Male sterility in birdsfoot trefoil (Lotus corniculatus L. ). Sex Plant Reprod. 2:150-153. O'Donoughue, L.S., and W.F. Grant. 1988. New sources of indehiscence for birdsfoot trefoil, Lotus corniculatus (Fabaceae ) produced by interspecific hybridization. Genome 30:459-468. Paterson, A.H.,S.D. Tanksley, and M.S. Sorrells. 1991. DNA markers in plant improvement. Advances in Agronomy. 46:39-90. Rohlf, F.J. 1993. NTSYS-pc. Numerical taxonomy and multivariate analysis system. Version 1.80 Applied Biostatistics Inc., N.Y. Rumbaugh, M. D. 1991. Plant introductions: The foundation of North American forage legume cultivar development. p. 103-114. In H. L. Shands and L. E. Wiesner (ed.) Use of plant introductions in cultivar development. CSSA Special publ. 17. ASA, CSSA, and SSSA, Madison, WI. Seaney, R. R. 1962. Evaluation of methods for self- and cross-pollinating birdsfoot trefoil, Lotus corniculatus L. Crop Sci. 2:81 Seaney, R.R., and P.R. Henson. 1970. Birdsfoot trefoil. Adv. Agron. 22:119-157. Snedecor, G. W., and W. G. Cochran. 1980. Statistical methods Iowa State University. Press, Ames, IA. Steiner, J. J. 1993. Electrophoretic techniques for evaluating forage germplasms. International Herbage Seed production Newsletter NO. 19. Statview 512+, 1988. Statview 512+: The interactive statistics and graphics package. Brain Power, Inc. Calabasas, CA. Systat, 1992. Systat: Statistics, Version 5.2 Edition.Systat, Inc., Evanston, IL. Williams, P.H. 1980. Bee-sticks, an aid in pollinating Cruciferae. Hart Sci. 15:802-803. 82 CHAPTER 5 ADAPTIVE ECOLOGY OF Lotus corniculatus L. GENOTYPES: III. CHLOROPHYLL FLUORESCENCE AND ADAPTATION Abstract Birdsfoot trefoil (Lotus corniculatus L.) is a widely distributed species that has mechanisms that allow it to be adapted to a wide range of habitats. Plant optimal growth temperature characteristics based on the thermal response of the photosystem II (PSII) variable fluorescence (Fv) reappearance following illumination has been proposed as a means to differentiate germplasm and identify genotypes adapted to specific environments. The objectives of this research were to: (i) identify and describe the optimal temperature characteristics of eight ecologically diverse birdsfoot trefoil genotypes using the thermal response of PSII Fv, and (ii) determine if there are relationships between the optimal temperature characteristics of the genotypes and ecological characteristics of their collection sites. Chlorophyll fluorescence transients ratios (FTR) were determined from eight exotic genotypes were selected for their ecological diversity. Measurements were made for 10 to 40° C in 5° C increments for 33 min. from the time of initial dark adaption in 3 min. increments. The eight genotypes differed in their FTR responses to temperature and were grouped into two classes. However, no associations were found between similarities in genotype FTR and genetic or ecological similarities. With the eight genotypes used in this experiment, chlorophyll variable fluorescence does not appear to be suitable technique for identifying birdsfoot trefoil genotypes adapted to specific environments. 83 Introduction Birdsfoot trefoil (Lotus corniculatus L.) is a widely distributed species that is adapted to the British Isles; throughout much of Europe; in several South American countries including, Argentina, Brazil, Chile and Uruguay; in areas of India, Australia, New Zealand (Beuselinck and Grant, 1995); and in North America it has become an important forage species that grows from the Atlantic Coast west to eastern Kansas, Nebraska, the Dakotas in the United States, and the southern part of Ontario province in Canada (Kingsbury and Winch, 1967). Birdsfoot trefoil ranges from sub-Arctic to sub-tropic regions (Widdup et al., 1987). The distribution of a species can be controlled by climate (Woodward, 1987). For widely distributed temperate-region species, climate is assumed to be primarily responsible for the range of genotypic variation found between species (Tinkle, 1972). Descriptions of relationships between birdsfoot trefoil germplasm morphological and biochemical characteristics with ecological descriptions of accession origins have been given elsewhere (ChrtkovaZertova, 1973; Small et al., 1984; McGraw et al., 1989; Steiner and Poklemba, 1994; Chapters 3 and 4). Studies describing whole-plant physiological characteristics are very scarce (Gonzalez et al., 1995) and non-existent for birdsfoot trefoil (Steiner, 1994). Genetic variability studies among the different genetic pools of L. corniculatus have been made, using a variety of plant descriptors, including, qualitative and quantitative morphological traits (Crtkova-Zertova, 1973), secondary plant product chemical composition (Harney and Grant, 1964a, 1964b), and seed proteins (Steiner and Poklemba, 1994). The chlorophyll fluorescence technique has been proposed as a tool for monitoring the extent of plant stress under various environmental conditions such as chilling and drought stress (Larcher and Neuner, 1988; Ogren, 1990), freezing stress (Oquist and Ogren, 1987; Somersalo and Krause, 1989), and cold-climatization and extreme temperatures (Boese and Huner, 1990; 84 Somersalo and Krause, 1989). Chlorophyll fluorometry experiments demonstrated differentiation of frost-sensitive Trifoliurn species and ecologically diverse genotypes within T. alexandrinum and T. repens (Barnes and Wilson, 1984). It has been proposed that different thermally adapted species show unique variable fluorescence recovery characteristics that reflect physiological optimal temperatures. Photosystem II Fv can be easily monitored in leaves of plants that have been dark-adapted (Moffat et al., 1990; Peeler and Naylor, 1988). Recently, methodology has been developed to identify optimal temperature characteristics of species using the thermal response of the photosystem II (PSII) variable fluorescence (Fv) reappearance following illumination (Burke, 1990; Ferguson and Burke, 1991; Burke and Oliver, 1993; Burke, 1995). It has been reported that the Fv dark recovery indicates that cool- and warm-season species have unique temperature characteristics for the recovery of Fv after illumination at 25° C (Burke, 1990). As far as it is known, no published literature is available describing the screening of germplasm using the chlorophyll fluorescence technique. Also, apart from screening for frost- and freezing tolerance two genotypes of two Trifolium species (Barnes and Wilson, 1984), no relationships have been established for optimal variable flourescence temperature characteristics with the ecological origins of diverse genotypes. Using variable fluorescence recovery response measurements may provide mechanistic links to plant growth within different environments and be able to predict the ecological adaptation of germplasm. As with all artificial classifications, it is necessary to establish functional relationships between physiological measures, plant responses and other specific trait descriptor that can be associated with plant ecological adaptation (Steiner, 1994). The objectives of this research were to: (i) identify and describe the optimal temperature characteristics of eight ecologically diverse birdsfoot trefoil genotypes using the thermal response of PSI I Fv, and (ii) determine if there are relationships between the optimal temperature characteristics of the genotypes and ecological characteristics of their collection sites. 85 Materials and Methods Selection of Genotypes A preliminary screening, using random amplified polymorphic DNA (RAPD) polymorphisms, of the 29 genotypes from the NPGS birdsfoot trefoil collection was used to determine genetic and ecological diversity (Chapter 3). A subset of eight diverse genotypes (USA, SWI, MOR, FRA2, ETH, TUR, RUS2, and NOR2) were selected for further analysis (Chapter 4). A description of the ecological characteristics of the genotype collection sites is given in Table 5.1. A description of how the ecological characteristics were obtained is given in Chapter 3. The ecological characteristics of USA were based on the site of seed increase for this germplasm release (Miller et al., 1983). Fluorescence Reappearance Measurement The eight genotypes of similar age were grown in the greenhouse as described in Chapter 3. Each genotype was maintained at 25°under 260 1,tmo les m-2 s-1 constant light conditions for 14 h prior to analysis. The characteristics of the chlorophyll fluorescence induction may be modified by any factor involved directly or indirectly in the photosynthetic metabolism (Walker, 1990). Therefore, to reduce the variability in the chlorophyll fluorescence profile, attention must be given to physiological age and, nutritional status and conditions of the experiment. Three to four excised leaves from a genotype were placed on moistened 3MM chromatography paper in contact with thermal controlled blocks of the thermal plate system (Burke and Mahan, 1993). The leaves were then covered with CO2 permeable transparent plastic film (Glad Cling wrap, First Brands Corporation, Danbury, CT) and Table 5.1. Ecological descriptions of eight birdsfoot trefoil genotype collection sites. Ecological descriptors Entry Identification ---no.--- PI 31276 PI 234811 PI 235525t PI 260268 PI 319823 PI 325369 MOR PI 464682 NC-83 TUR SWI FRA2 ETH NOR2 RUS2 USA Location Temperature Ecoregion code Elevation Precipit. Average Low High ° lat. ° long. 33.63N 46.87N 43.36N 9.37N 59.59N 45.02N 36.60N 44.75N 4.87W 9.53E 3.53E 40.52E 6.01E 45.59E M262 M243 29.90E M261 1580 30 2130 760 30 1290 93.33W M221 200 t No original seed of the accession available. m 261 M412 244 332 1680 mm 770 1075 146 685 2532 267 333 53 °C 1.3 3.6 -11.2 10.4 12.9 -7.0 9.8 -6.2 7.8 -6.6 -11.2 11.4 -1.8 19.0 16.8 5.3 22.0 7.0 28.8 18.8 10.4 25.5 19.8 22.5 SnowCloudiness cm % 0.0 72.1 124.3 0.0 39.4 69.7 0.0 67.1 17.2 26.3 5.5 42.4 55.4 38.8 54.6 59.1 87 illuminated for at least ten min. at 25° C using a high-pressure sodium lamp with a light intensity of 650 pmol rT1-2 S-1. After the illumination period, the thermal cells were set to temperatures ranging from 10 to 40° C and the high-pressure lamp turned off and chlorophyll fluorescence measurement immediately begun using a Branker SF fluorometer (Richard Brancker Research, Ottawa, Canada) and recorded at 3 min. intervals for 33 min. using a 10s excitation period with 5 W m-2 light (modified procedure from Burke, 1990). Each temperature condition was replicated five times. Water vapor condensing on the fluorometer probe at 10 and 15° C was removed by wiping the probe with tissue paper and forcing desiccated air across the probe surface and over the plastic wrap before each fluorescence measurement was made. Similar problems were reported by Huner et al., (1992), who recommended the application of a thin film of glycerol on fluorometer probes to overcome the problem. Data Analysis The chlorophyll fluorescence transients ratios (FTR) were determined as: FTR = Fv/ Fo where Fo = initial fluorescence and Fv = Fmaximum [1] F0 . The FTR measurements were made from 10 to 40° C in 5° C increments (seven temperatures) and plotted as functions of time from the initial Fo observation (12 measurements). The 84 FTR obervations (seven temperatures and 12 time observations) were used to calculate a Euclidean distance matrix. The resulting matrix was analyzed by cluster analysis based on Euclidean distance and Ward's (1964) clustering technique (Systat 5.2.1 for the Macintosh, Evanston, IL). The congruence of the ecological, morphological, reproductive, and genetic classifications (see Chapter 4) were determined by Mantel's test (Mantel, 1967) using the MXCOMP command of NTSYS-pc program version 1.80 (Rohlf, 1993). 88 The optimal temperature for fluorescence transient ratios (FTRopt) was defined as the maximal value among the summations of the 12 sequential time FTR observations (FTRsum) for each of the seven temperatures: 33min FTRsum = E FTR [2] t =0 These values were used as quantitative representations of the FTR response curves for each genotype. Pearson's correlation analysis (Snedecor and Cochran, 1980) between the seven FTR opt temperature response characteristics and individual ecological descriptions (see Chapter 3) were also done to identify relationships between whole-plant photosynthetic function collection site ecology of the genotypes for significance (Systat 5.2.1 for the Macintosh, Evanston, IL). The association of a Euclidian distance matrix based on FTRsum values with that of the 84 FTR observation matrix was done with the NTSYS-pc program to validate the use of FTRsum data as a quantitative representation of the chlorophyll variable fluorescence response curves (Mantel t -= 3.9; P s 0.0001). 89 Results and Discussion Fluorescence Reappearance Curves The potential of the chlorophyll fluorescence technique in screening germplasm accessions in exotic accessions of birdsfoot trefoil from different geographical regions was assessed. The FTR response curves to temperature for the eight genotypes are shown in Figs. 5.1 5.4. The FTR curves among genotypes are different (P < 0.001). The FTRopt of each genotype is shown in Fig. 5.5. The FTRopt for MOR and FRA2 was 15° C. The optimum temperature for ETH, NOR2, RUS2, TUR, and USA was 10° C. The SWI genotype reached an optimal plateau between 10 and 30°. The wide temperature range for FTRopt is due to an increase in the rate of FTR with a concomitant decrease in maximal FTR at each temperature between 10 and 30° C (Fig. 5.1, SWI). A range of FTRopt have been shown for Capsicum annuum L. and Lycopersicom esculentum L. (30-35° C and 20-25° C, respectively), so this finding is not out of the ordinary. The eight genotypes were placed into two cluster groups (Fig. 5.6). Association of Chlorophyll Fluorescence Response with other Classification Characteristics Based on comparisons of matrices, there are no similarities between the PSII Fv response with genetic, morphological, reproductive, and ecological similarities of the eight genotypes (Table 5.2). Similarly, there were no associations between the FTRopt with the individual ecological descriptions of the collections sites or measures of reproductive success of each genotype (data MOR 1.0 15° 10° 20° 25° 30° 35° 40° 1.0 0.8 0.8 u° 0.6 0.6 . 0.4 0.4 rrei01.0.5r., 0.2 0.0 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 0.2 0.0 SWI 1.0 10° 15° 20° 25° 30° 0.8 LE 350 40° 1.0 0.8 . 0.6 0.6 . LL 0.4 0.4 0.2 11.14A9111 00 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 0.2 0.0 Time in darkness (min) Figure 5.1. Fluorescence transient ratio (Fv/Fo) temperature response curves for Morocco (MOR) and Switzerland (SWI) birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean. FRA2 1.0 10° 15° 20° 0.8 LE 0.6 Le.. 0.4 . 0.2 0.0 0 25° r: 30° 35° . 1.0 40° 0.8 0.6 0.4 _remp. 0.2 itessw*- 0.0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 ETH 10° 15° 20° 25° , 30° 35° 1.0 40° 0.8 . 7114. _ 0.4 : 0.2 lifigiV°. -14*/16411: 0.0 0.6 0.2 0.0 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 Time in darkness (min) Figure 5.2. Fluorescence transient ratio (Fv/Fo) temperature response curves for France (FRA2) and Ethiopia (ETH) birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean. NOR2 1.0 10° 20° 15° . 25° 0.8 1.0 30° 35° 400 0.8 Le. 0.6 0.6 LL. 0.4 0.4 /00 0.2 . 0.0 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 0.2 0.0 RUS2 1.0 10° 15° .200 0.8 - 25° 30° 35° 40° 1.0 0.8 LL 0.6 0.6 LL 0.4 0.4 0.2 0.2 1.0 -. 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 0.0 Time in darkness (min) Figure 5.3. Fluorescence transient ratio (Fv/Fo) temperature response curves for Norway (NOR2) and Russia (RUS2) birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean. TUR 1.0 10° . 15° 20° 25° 30° 35° 1.0 40° 0.8 0.8 IL) 0.6 0.6 LL 0.4 0.4 0.2 ,, 4ros."d­ 0.0 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 0.2 V. USA 1.0 10° 15° 20° 25° 30° 35° 40° 0.8 EL"' 0.6 1.0 0.8 _ _ 0.6 LL 0.4 0.4 . 0.2 . 0.0 0 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 0.2 0.0 Time in darkness (min) Figure 5.4. Fluorescence transient ratio (Fv/Fo) temperature response curves for Turkey (TUR) and USA birdsfoot trefoil genotypes at seven temperatures. Each point represents the mean of five replications ± standard error of the mean. 0.7 0.7 PI 31276 0.6 MOR 0.5 PI 234811 - SWI 15°C 10 -30°C PI 235525 P1260268 FRA2 ETH 15°C 10°C 0.5 0.4 0.4 - 0.3 Li Li 0.6 0.2 -. 0.3 41fr\IIIND 0.2 . 0.7 0.7 Fri,c" 0.6 P1 319823 PI 325369 PI 464682 NC-83 NOR2 RUS2 TUR USA 10°C 0.5 10°C 10°C .. 0.4 - 0.3 - 10°C 0.6 0.5 0.4 0.3 0.2 0.2 0.1 0.1 0 10 20 30 40 50 10 20 30 40 50 10 20 30 40 50 10 20 30 40 50 TEMPERATURE ( °C) Figure 5.5. Optimum temperature for fluorescence transient ratios (FM optimum) for eigth birdsfoot trefoil genotypes. Each point represents the mean of 12 observations per temperature taken every three minutes. 95 SW' Group 1 FRA2 MOR USA ETH Group 2 NOR2 TUR RUS2 I I 0.0 0.05 I 0.1 I I 0.15 0.2 Euclidian distance Figure 5.6. Classification of eight birdsfoot trefoil genotypes based on all the chlorophyll fluorescence transient, ratio measurements made from temperatures ranging from 10 to 40° C using 12 times (0-33 min) recorded at 3 min intervals with lOs exitation, using the Euclidian distance and Ward's cluster analysis. 96 Table 5.2 Normalized Mantel statistic (Z) and probability values(P) from comparisons of different Euclidian distance matrix for the eight birdsfoot trefoil genotypes using chlorophyll fluorescence transient ratios. Fluorometry Distancet Distance Genetict -1.3 0.75 0.1 0.48 Reproductive -1.6 0.81 Ecological# -1.4 0.67 Morphological§ t Matrix calculated using the variable fluorescence ratios (Fv/Fo). t Matrix of genetic distances from RAPD calculated in PAUP. § Matrix calculated using the 18 morphological traits (Chrtkova-Zertova, 1973). Matrix constructed using reproductive traits (Chapter 4). # Matrix of Euclidian distances constructed using seven ecological descriptors 11 97 not shown). These results differ from the findings of Barnes and Wilson (1984) who found that two genotypes each of T. alexandrium and T. repens from warm environments were more frost-sensitive than genotypes from cold environments. Conclusions This study investigated the use of a chlorophyll variable fluorescence measurement technique as a screening tool to differentiate ecologically diverse genotypes of birdsfoot trefoil. The genotypes were grouped into two classes. However, no associations were found between similarities in chlorophyll variable fluorescence differential temperature response and genetic or ecological similarities of the genotypes. With the eight genotypes used in this experiment, chlorophyll variable fluorescence does not appear to be an suitable technique for identifying birdsfoot trefoil genotypes adapted to specific environments. 98 References Bailey, R.G. 1989. Explanatory supplement to ecoregions map of the continents. Environ. Conserv. 16:307-310 Barnes, J. D., and J. M. Wilson. 1984. Assessment of the frost sensitivity of Trifolium species by chlorophyll fluorescence analysis. Ann. Appl. Biol. 105:107-116. Beuselinck, P.R., and W.F. Grant. 1995. Birdsfoot trefoil. p. 237-248. In R.F. Barnes et al. (ed.) Forages, 5th Ed., Vol. 1: An introduction to grassland agriculture. Iowa State Univ. Press, Ames, Iowa. Boese, S.R. and N.P.A. Huner. 1990. Effect of growth and temperature shifts , on spinach leaf morphology and photosynthesis. Plant Physiol. 94:1830­ 1836. Burke, J. J. 1990. Variation among species in the temperature dependence of the reappearance of variable fluorescence following illumination. Plant Physiol. 93:652-656. Burke, J. J. 1995. Enzyme adaptation to temperature. p. 63-78. In N. Smirnoff (ed.) Environment and plant metabolism flexibility and acclimatization. BIOS Scientific Publishers. Limited, Oxford. Burke, J. J., and T. C. Mahan. 1993. A controlled, eighth-position, thermal plate system for physiological investigations. Appl. Engineer. Agric. 9:483-486. Burke, J. J., and M.J. Oliver. 1993. Optimal thermal environments for plant metabolic processes (Cucumis sativus L.). Plant Physiol. 102:295-302. Cheng, R. I-J., and W. F. Grant. 1973. Species relationships in the Lotus corniculatus group as determined by karyotype and cytophotometric analyses. Can. J. Genet. Cytol. 15:101-115. Chrtkova-Zertova, A. 1973. A monographic study of Lotus corniculatus L. I Central and Northern Europe. Rozpravy Ceskoslovenske Akademie Ved, 83, 1-94. Ferguson, D. L., and J. J. Burke. 1991. Influence of water and temperature stress on the temperature following illumination. Plant Physiol. 97:188-192. Gonzalez, A., J. Linch, J.M. Thome, S.E. Beebe, and R.E. Macchiavelli. 1995. Characters related to leaf photosynthesis in wild populations and landraces of common bean. Crop Sci. 35:1468-1476. 99 Harney, P. M. and W. F. Grant. 1964a. A chromatographic study of the phenolics of species of Lotus closely related to L. corniculatus L. and their taxonomic significance. Am. J. Bot. 51: 621-627. Harney, P. M. and W. F. Grant. 1964b. The cytogenetics of Lotus (Leguminosae). VII. Segregation and recombination of chemical constituents in interspecific hybrids between species closely related to L. corniculatus L. Can. J. Genet. Cytol. 7:140-146. Huner, N. P. A., G. Oquist, and L. G. Sundblad. 1992. Low measuring temperature induced artifactual increase in chlorophyll a fluorescence. Plant Physiology 98:749-752. Larcher, W, and G. Neuner. 1988. Cold-induced sudden reversible lowering of in vivo chlorophyll fluorescence after saturating light pulses. A sensitive marker for chilling susceptibility. Plant Physiol. 89:740-742. Mantel, N. 1967. The detection of disease clustering and a generalized regression approach. Cancer Res. 27:209-220. McGraw, R. L., P. R. Beuselinck, and G. C. Marten. 1989. Agronomic and forage quality attributes of diverse entries of birdsfoot trefoil. Crop Sci. 29:1160-1164. Miller, D.A., P.R. Beuselinck, I. T. Carson, and L. J. El ling. 1983. NC-83 birdsfoot trefoil germplasm. Crop Sci. 23:1017. Moffat, J. M., R. G. Sears, T. S. Cox, and G. M. Paulsen. 1990. Wheat high temperature tolerance during reproductive growth. II. Genetic analysis of chlorophyll fluorescence. Crop Sci. 30:886-889. Ogren, E. 1990. 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Poklemba. 1994. Lotus corniculatus classification by seed globulin polypeptides and relationships to accession pedigrees and geographic origin. Crop Sci. 34:255-260. Systat, 1992. Systat: Statistics, Version 5.2 Edition. Systat, Inc., Evanston, IL. Tinkle, D. W. 1972. The role of environment in the evolution of life history differences within and between lizard species. p. 77- 100. In R. T. Allen and F. C. James (ed.) A symposium on ecosysematics. Occasional Paper No. 4. Univ. of Arkansas Museum, Fayetteville, AK. Walker, M. A., D. M. Smith, K. P. Pauls, and B. D. McKersie. 1990. A chlorophyll fluorescence screening test to evaluate chilling tolerance in tomato. Hort Science 25:334-339. Ward, J. H. 1964. Hierarchical grouping to optimize an objective function. J. Am. Stat. Assoc. 58:236-244. Widdup, K.H., J. M. Keoghan, D.L. Rayan, and H. Chapman. 1987. Breeding Lotus corniculatus for south island tussock country. Proc. N.Z. Grassi. Assoc. 48:119-124. Woodward, F. I. 1987. Climate and plant distribution. Cambridge Univ. Press. Cambridge. MA. 101 CHAPTER 6 COMMON CONCLUSION The 28 genotypes displayed polymorphism for both qualitative and quantitative morphological characteristics and were classified into five morphological cluster groups. Morphological similarities among genotypes were related to the general geographic proximities of their collection sites. Genotype morphology was also associated with the general ecology of the collection site habitat and specific morphological traits were found related to specific environmental characters. Floral morphological characteristics were related to collection site latitude and average temperature. Plant growth form was correlated with collection site elevation and latitude. There was no relationship between glabrous and hair leaf indumentum expression. Geographic distance among genotype collection sites is associated with genetic distance. The genotypes were grouped into four RAPD classification groups that were related to their geographic regions of origin Mediterranean basin/Asia Minor, northern and continental Europe, southeast Europe, and southern Europe. However, ecological similarity of the genotype collection sites is not related to their genetic similarity. The lack of similarity between the genetic and ecological classifications suggests that genotypes adapted to similar but geographically distant habitats were derived from different progenitors but have acquired similar phenotypes. Because RAPD descriptors are associated with the geographic proximity of genotypes collection sites but not with their ecological similarity, classifications of germplasm should not solely rely on ecological descriptions. The utility of combining RAPD, morphological, and ecological descriptors reveals combinations of variation among the birdsfoot trefoil genotypes that would not be apparent with any 102 single measurement and can provide a more complete understanding about the diversity in birdsfoot trefoil germplasm collections. The 29 parental genotypes used in the experiment exhibited a range of responses for self pod set and pollen viability percentages. There was no correlation between these responses. The only measures of reproductive success that were correlated were number of seeds per pod and pod length. Using the two hybrid testers (USA and SWI) and the diallele cross among the eight genotypes, incompatibility among crosses was expressed either as a failure to set pods or that produced progeny which did not produce viable pollen. However, among the parental genotypes used, intermediate crosses could be identified that could bridge any combination of parents that were incompatible. There was no relationship between the measures of reproductive success with any of the ecological descriptions of the genotype collection site. RAPD markers identified a group of genotypes with the lowest percentage of pods set when USA was the female parent, the highest percentage of pods set when USA was the pollen source, and the lowest F1 pollen viability of the four classes. These results indicate that it may be possible to identify specific markers to determine genotypes that will be cross-compatible with specific germplasm sources. However, no relationship was found for the degree of reproductive compatibility with genetic relatedness of the parental genotypes. Similarly, there was no relationship between genotype reproductive compatibility and morphological similarities. It appears that reproductive barriers to cross compatibility in birdsfoot trefoil are environmentally neutral and distributed randomly throughout the species. 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Newsl. 8:134-1365. 120 APPENDICES 121 TUR1 TUR2 TUR3 TUR4 TUR5 ETH1 ETH2 ETH3 ETH4 ETH5 NOR4 NOR3 NOR1 NOR2 NOR5 FRA3 FRA2 FRA1 FRA5 FRA4 MOR5 MOR4 MOR2 MOR1 MOR3 RUS4 RUS3 RUS2 RUS1 SWI4 SWI3 SWI2 SWI1 USA3 USA2 USA1 USA4 USA5 I 0.01 0.3 0.7 1.1 1.4 Appendix 1 Intra-accession variation assessment of the eight birdsfoot trefoil genotypes. Appendix 2. Binary data matrix of the 18 morphological traits and the 71 characters states. Underground Growth Plant Shoots color Stems Form of leaflets Leaflet Indumentum of Length of thickness leafle s leaflets trnm,) Peduncle Leaflets width (mm) Vim) a a 0 0_ .a ru ' 0 PI 31276 MR < PI 180171 PI 227512 PI 234670 PI 234811 CZE a) a) o 2 c` cl) iii4C ) z 0 0 1! 1 c 0 1 0 0 0 0 1 11 0 1 FRA1 i 0 0 SW1 0 1 0 0 1 0 0 C Of cn 8 - -= o, a) c 3 5 ra a> ED -ip gmocgmItiOlo 1 0 CD _ 0 IRA1 Pi 235525 FRA2 PI 251143 MAC PI 260268 ETH PI 260692 ITA1 PI 267060 POL PI 290717 UK PI 93-94 GE01 a 0 E i a 6 , 0 -' 0 0 0 1 1 0 0 1 0100101 0 O 0 0 12 0 0 (5 1 1010000 0 0 1 0 0 0 -= :0-* Cl = 0 a1 0 1 1 li 0 0 0 0 0 I o 0 0 1 0 0 1 0 A E' tn­ 0 o' `O 1 0 1 0 0 1 0 0 1 10 15 20 25 30 5 1 0 0 0 0 1 1 0 0 0 0 1 0 01 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 1 0 0 1 1 0 0 1 or 0 1 1 0 0 0 1 0 0 1 0 0 1 u 1 01 01 11 01 0 or 1 0 0 0 1 0 1 0 0 0 0 1 0 1 0 0 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 1 1 0 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0' 0 0 1 1 0 1 0 1 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 0 0 0 1 1 01 1 1 0 0 0 1 1 0 0 0 11 1 0 1 1 0 1 1 D 0 01 0 1 1 0 1 1 0 0 1 1 0 0 1 0 0 0 1 or 1 0 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 0 0 1 0 01 1 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 1 0 1 0 0 1 Oi 0 0 1 0 1 0 1 0 0 0 0 1 0 0 1 0 0 11 r­ 0 1 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0! 1 1 04 0 1_1_ 0 0 1 0 0 1 0 0 1 0 0 0 1 0 0 0 1 0 1 0 0 11 0 0 0 1 0 0 1 0 0 1 1 0 0 1 1 0 0 PI 319823 NOR2 0 0 1 1 0 PI 325369 RUS2 0 1 0 1 0 0 1 i- 000100101000 1 0 0 1 0 0 0 0 1 0 0 1 0 0 -0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 1 d o o 0 1 ,i .0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 1 0 0 1 0 0 -.1 I 0 1 0 1r 0 '0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 1 0 0 I 0 0 1 0 1 0 1 0 0 1 1 0 1 0 1 0 1 PI 464682 TUR PI 384882 IRA2 PI 419228 GRE1 PI 419233 GRE2 PI 430546 Rt/S4 1 0 1 PI 3692781RUS3 PI 93-21 GE02 PI 485601 ITA2 NC/83 USA 5 0 01 0 1 15 15 0 0l 0 PI 325379 LKR 10 10 ii OE 0 PI 3150821<AZ PI 315454 RUS1 PI 319021 SPA PI 319822 NOR 5 0 101001000 1 0 1 1 0 1 1 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 i 0 1 1 0 0 0! 0 11 Or 11100,0010010 OE 0 0 0 1 0 1 0 0 1 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 0 'o O: 0 1 I 0 0 0 1 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 ' 001000010011 0 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 1 0 o I_ 1 0 0 0 1 1 0 0 01 o, 0 1 1 001_ 001L001000 1 l i 1 0 0 0 0 0 0 0 - 000 0 --- -- -- o- o o 0000 C 0 0 -, 0 0 0 0 -- 0 --. 0 04) 04, --­ 0 0 010 0 0 T 0 00- 00r -r 0 - - - 00 0 0 00 0 0 o - 0 0 000 0 0 0 ---, 000000 0 0 0 0 0 c, 0 0 0 -- -,0 o o oo-o- 0 0 o 0 000 000 0 -o-o o o - - - oo- oo-0000 -o --, 0 -, 00 -, -,0 0--0 _, --, 0 --, 00 0- 0 - . 0 0 0-, - , -.0- -, 0 I­ 0 --,-,-,--,00 t -, 000 0 - 0 0 - 0 0 - - -. 00) 0 0 -oo-00000-000Shorter ---, 0 o Narrow triangular oo-000000000000000000Wicielytriangular oo-o-o -0000000-o-,Ciliate -I- EZI 000-oo-000-oo-000000-oo-0000Darkyellow -,--o-oo--ooo--o--o-oc>-o-oBrigthyellow 00000-00000000-oo-0000-oo-o-Palleyellow 0 oo-,-0000--oo-oo000-oo-000Hairy o 000000000000000000-000-,-oo-oGlabrous 00 00 ----000--o 000000000000000p000000o-ooAwlshaped 0000000000000000000000000-Lanceolate -ooooo-o-ot0000000-o---Ofthesamelength o-00000000-oo ooo--00000Longer 0 0 0 O oo0000000000000000000000000000w 000 000000000000000000000000(0 000 0 00 0 000000L0000000000-.-,0-th 00 -,000--0000---,-,-,0) 00 00 0 - 0 - -, 0 000 - - -00 0 -.---0-4 °oat 000000-0000-oo-00000000m00000000000 000 0 00 0 0 0 00000-4 -oo- N o-or..,o--o-o.c.­ o-- o- o- Co--­ o- o--o-o---o---- -o 0 o- Axilla of upper leaves 000- o-0000-,o-io 000000--o--oo-o--o oo oo 00-.0 - --L-L-L--, oo- 0000000000000--o-00000Axillaofallleaves D o-00000- o o 0 0 0 0 0 0 0 0 0 0 - -0-00-,0-00, -L0.-- 0- o- 0000 0000-0 °a) 0 0 oo- o0 o o.- - 0 0_0 2 _ -, -, 0 -, 3 o --, to 3 3 at _. c.2 5t 0 5. 9 5' , o x 0 a ..z­ 91 S 0 a '.. B. Pj.. 0 .. to ct, 0 27 o FS cr, 2,,, m cr 3 c O N -a -o