In Vitro Cell.Dev.Biol.—Plant (2011) 47:148–156 DOI 10.1007/s11627-010-9316-5 INVITED REVIEW Comparative in vitro germination ecology of Calopogon tuberosus var. tuberosus (Orchidaceae) across its geographic range Philip J. Kauth & Michael E. Kane & Wagner A. Vendrame Received: 9 November 2009 / Accepted: 28 September 2010 / Published online: 26 October 2010 / Editor: P. Lakshmanan # The Society for In Vitro Biology 2010 Abstract Seed responses to temperature are often essential to the study of germination ecology, but the ecological role of temperature in orchid seed germination remains uncertain. The response of orchid seeds to cold stratification have been studied, but the exact physiological role remains unclear. No studies exist that compare the effects of either cold stratification or temperature on germination among distant populations of the same species. In two separate experiments, the role of temperature (25, 22/11, 27/15, 29/ 19, 33/24°C) and chilling at 10°C on in vitro seed germination were investigated using distant populations of Calopogon tuberosus var. tuberosus. Cooler temperatures promoted germination of Michigan seeds; warmer temperatures promoted germination of South Carolina and north central Florida seeds. South Florida seed germination was highest under both warm and cool temperatures. More advanced seedling development generally occurred at higher temperatures with the exception of south Florida seedlings, in which the warmest temperature suppressed development. Fluctuating diurnal temperatures were more beneficial for germination compared to constant temperatures. Cold stratification had a positive effect on germination among all populations, but South Carolina seeds required the longest chilling treatments to obtain maximum germination. Results from the cold stratification experiment P. J. Kauth (*) : M. E. Kane Plant Restoration, Conservation and Propagation Biotechnology Program, Environmental Horticulture Department, University of Florida, PO Box 110675, Gainesville, FL 32611, USA e-mail: pkauth@ufl.edu W. A. Vendrame Tropical Research and Education Center, University of Florida, 18905 SW 280th, St Homestead, FL 33031, USA indicate that a physiological dormancy is present, but the degree of dormancy varies across the species range. The variable responses among populations may indicate ecotypic differentiation. Keywords Cold stratification . Diurnal temperatures . Ecotype . In vitro ecology . Physiological dormancy . Orchid Introduction Understanding germination ecology is essential to further our knowledge about the timing of germination, seed maturation, seed dispersal, dormancy, and environmental cues that promote germination (Baskin and Baskin 2001; Donohue 2005). While examining in situ germination is ideal, studying the germination ecology of orchid seeds in situ is difficult and time consuming because orchid seeds are minute and germination is often low (Brundrett et al. 2003; Zettler et al. 2005; Diez 2007; Øien et al. 2008). Alternative to in situ germination, asymbiotic in vitro techniques have been developed to successfully germinate orchid seeds (Kauth et al. 2008a). Ex situ conditions, including in vitro studies, are often used to study germination ecology; however, these conditions provide an artificial environment not encountered in situ. Ecological data can be carefully extrapolated from ex situ studies by controlling factors, such as photoperiod and temperature to interpret field germination (Donohue 2005). In addition, studying seed germination ecology under ex situ and in vitro conditions is also an effective method to detect ecotypic differentiation in widespread populations (Seneca 1972; Singh 1973; Seneca 1974; Probert et al. 1985). Using in vitro ecology techniques can be an effective method to study ecotypic differentiation (Kauth et al. 2008b). Studying COMPARATIVE IN VITRO GERMINATION ECOLOGY OF CALOPOGON TUBEROSUS ecotypic differentiation is necessary for restoration programs since introducing mal-adapted ecotypes may reduce plant population fitness (Hufford and Mazer 2003; McKay et al. 2005). However, intraspecific seed germination of orchid species has received little attention. For many plant species, temperature is a major factor responsible for the onset and breaking of seed dormancy (Baskin and Baskin 2004). Although temperature has been previously studied on orchid seeds (Kauth et al. 2008a), its exact ecological role remains uncertain, especially in populations of the same species. For this reason, using non-orchid seed studies as framework to understand temperature effects on orchid seed germination is necessary. The role of constant temperatures has been examined in orchid seed germination (Harvais 1973; Rasmussen et al. 1990; Rasmussen and Rasmussen 1991; Rasmussen 1992; Mweetwa et al. 2008), but using constant temperatures may not reflect true environmental conditions (Baskin et al. 2006). However, constant temperatures improved in vitro germination of several orchids over alternating temperatures (van Waes and Debergh 1986). Regardless, selecting temperatures similar to those found in situ and replicating them under controlled conditions may lead to better insight into germination ecology. Likewise, cold stratification of orchid seeds has been previously examined, but its physiological role in orchid seed germination is not well-understood. However, cold stratification has been reported to increase germination of many terrestrial orchid species (van Waes and Debergh 1986; Rasmussen 1992; De Pauw and Remphrey 1993; Chu and Mudge 1994; Tomita and Tomita 1997; Miyoshi and Mii 1998; Zettler et al. 2001; Shimura and Koda 2004, 2005; Øien et al. 2008). In non-orchids, cold stratification has been reported to decrease enzymatic reactions, slow metabolic processes that inhibit germination and change enzyme production and concentrations (Bewley and Black 1994). The effects of cold stratification among distant populations of the same orchid species have not been reported. Calopogon tuberosus var. tuberosus (L.) Britton, Sterns, Poggenberg is a terrestrial orchid native to eastern North America. C. tuberosus occupies diverse habitats such as marl prairies, pine flatwoods, roadsides, fens, and sphagnum bogs (Luer 1972). Morphological and genetic variation exist throughout the range of C. tuberosus, but ecotypes have not been defined (Goldman et al. 2004a, b; Trapnell et al. 2004). Variation in biomass allocation, timing of corm formation, and seed germination responses to photoperiod and germination media provided insight into possible ecotypic differentiation in C. tuberosus (Kauth et al. 2008b; Kauth and Kane 2009). However, the effects of temperature on seed germination were not previously studied. Our present study differs by examining temperature and cold stratification effects on the in vitro germination ecology of widespread C. tuberosus populations. Since C. 149 tuberosus populations are found in areas with different maximum and minimum temperatures (Fig. 1), this may be a selection pressure influencing germination ecology. Two separate experiments were conducted to examine the role of temperature and cold-stratification on the in vitro asymbiotic germination among widespread C. tuberosus populations. Our hypotheses were as follows: (1) higher germination percentages will occur under diurnal rather than constant temperatures. (2) Seeds from northern populations will require lower temperatures to germinate. (3) Chilling seeds will increase overall germination due to relieving dormancy. (4) Seeds from northern populations will require longer chilling periods. Materials and Methods Seed sources and collection. For each population, light green to yellowing intact seed capsules were collected before dehiscence throughout summer 2007 from at least three mother plants (three capsules each). Capsules were collected from south Florida (Collier County, FL), north central Florida (Levy County, FL), three locations in South Carolina (Greenville County, South Carolina), and the northern Michigan peninsula (Menominee County, Michigan; Table 1). Intact capsules were collected to reduce potential surface contamination of individual seeds. Following collection and receipt, seed capsules were pooled by population and stored at 23°C over silica desiccant for 2 wk. After 2 wk, seeds were removed from the capsules, dried over silica desiccant, and stored at −11°C until use. Embryo viability testing (Table 1) was modified according to Kauth et al. (2008b) using 2, 3, 5 triphenyl tetrazolium chloride (TTC). Testing was performed on mature seeds after capsules dehisced at room temperature over desiccant. Seeds were scarified in an aqueous 5% CaOCl2 solution for 3 h before staining in TTC (Kauth et al. 2008b). Two replications of 100 seeds each were used for each population (200 seeds total). Embryos with any degree of red pigmentation were considered viable. Medium and seed preparation for all experiments. BM-1 Terrestrial Orchid germination medium (B141; PhytoTechnology Laboratories, Shawnee Mission, KS) was selected based on prior germination success with C. tuberosus seed sources (Kauth et al. 2008b). The medium was supplemented with 0.1% activated charcoal. Medium pH was adjusted to 5.7 with 0.1N KOH prior to autoclaving for 40 min at 117.7 kPa and 121°C. Forty milliliter sterile medium was dispensed into square 100×15 mm Petri plates with a 36-cell bottom (Integrid™ Petri Dish, Becton Dickinson and Company, Woburn, MA). 150 KAUTH ET AL. Figure 1. Monthly temperatures at each location where seed collections occurred in the present study. Average temperatures are the average of daily lows and highs over an entire month. Data from National Weather Service (http://www.weather.gov/) was last retrieved on February 18, 2009. Temperature data were obtained from the closest city within 50 km to specific sites. Michigan: Escanaba, MI; South Carolina: Greenville, SC; North Central Florida: Ocala, FL; South Florida: Naples, FL. Mature seeds were surface sterilized in sterile scintillation vials for 3 min in a solution of 5 mL absolute ethanol, 5 mL 6% NaOCl and 90 mL sterile distilled–deionized (dd) water. Seeds were rinsed twice with sterile dd water after surface sterilization. Seeds were then placed on the surface of the germination media with a 10 μl sterile inoculating loop. The interior 16 cells of the Petri plates were used for subreplications to avoid uneven media drying at the edges. Three of the interior 16 cells were selected randomly for subreplication. Petri plates were sealed with one layer of Nescofilm (Karlan Research Products, Santa Rosa, CA). Temperature effects on seed germination. Fluctuating diurnal temperatures were selected based on average seasonal d and night temperatures in Gainesville, FL: 33/24°C (summer); 29/ 19°C (spring); 27/15°C (fall); 22/11°C (winter). A constant temperature of 25°C was also used. Five replications each were used for each treatment combination. An average of 75 seeds was sown onto each plate for an average of 375 seeds per treatment. Cultures were placed under a 12/12 h light/dark photoperiod and cool-white fluorescent lights with a light level of 40 μmol m−2 s−1. Cultures under fluctuating temperatures Table 1. Population locations and seed viability information for Calopogon tuberosus seed sources used in the present study a Based on a TTC test for embryo viability using seed collected from 2007. Percentages represent the mean response of two replications of 100 seeds each (200 seeds total) were placed in a Percival incubator (model 130VL, Percival Scientific, Perry, IA), while cultures in constant temperatures were placed in a Percival incubator model 136LL. Seed germination and seedling development (Table 2) were monitored bi-weekly for 8 wk according to the 6 developmental stages described by Kauth et al. (2006). Cold stratification effects on germination. For this experiment, all populations except South Carolina 3 were used because of lack of seed. After seed inoculation, cultures were wrapped in aluminum foil and placed in complete darkness at 10°C for 2, 4, 6, and 8 wk. A control of no chill was also used. Ten degrees was used as the stratification temperature because this temperature is commonly encountered throughout the range of C. tuberosus during colder months (Fig. 1). Five replications were used for each seed treatment combination. Approximately 60 seeds were sown onto each plate for an average of 300 seeds per treatment. Seed numbers were counted prior to cold stratification. After each designated cold stratification period, vessels were removed, unwrapped, and maintained in a 12/12 h light/dark photoperiod under cool white fluorescent lights Population Habitat Latitude Michigan South Carolina 1 South Carolina 2 South Carolina 3 North Central Florida South Florida Northern Fen Fen Granite Seepage Cataract Bog Roadside Wet Prairie 26° 29° 35° 35° 35° 45° 10′ 09′ 05′ 05′ 05′ 34′ 06″ 18″ 13″ 02″ 03″ 47″ Viable embryosa Longitude N N N N N N 81° 82° 82° 82° 82° 87° 21′ 37′ 34′ 35′ 36′ 39′ 51″ 12″ 46″ 51″ 27″ 38″ W W W W W W 20.8% 25.0% 10.6% 30.3% 53.9% 70.5% COMPARATIVE IN VITRO GERMINATION ECOLOGY OF CALOPOGON TUBEROSUS Table 2. Six stages of Calopogon tuberosus seed development (from Kauth et al. 2006) Stage Description 0 1 2 3 4 5 6 Non-germinated seed Imbibed seed, swollen and greening still covered or partially covered by testa Enlarged seed without testa Protocorm with pointed shoot apex and rhizoids Protocorm with emerging leaf and developing rhizoids Seedling with one elongated leaf and one developing root Seedling with evident roots and two or more leaves (40 μmol m−2 s−1) at 24.2±0.2°C. Culture vessels were initially scored upon removal from the dark, cold stratification period. Germination and development were examined bi-weekly for 10 wk after culture vessels were removed from cold storage. Cultures in the 2-wk chill were under non-chilling conditions for 8 wks, 4-wk chill cultures for 6 wk, 6-week chill cultures for 4 wk, and 8-week chill cultures for 2 wk. Data analysis. Germination percentages were calculated by dividing the number of germinated seeds by the total number of seeds in each replication. A developmental index of germinated seeds was modified from (Otero et al. 2004): DI ¼ 151 ð N1 þ N2 2 þ N3 3 þ N 4 4 þ N 5 5 þ N6 6 Þ ð N1 þ N2 þ N 3 þ N4 þ N5 þ N 6 Þ where N1 is the number of seeds in stage 1, etc. Stage 0 ungerminated seeds were excluded since we were concerned only with germinated seeds. All data were arcsine transformed to normalize variation, but nontransformed means are presented. Germination and seedling development data were analyzed using general linear model procedures and least square means at α=0.05 in SAS v 9.1 (SAS Institute 2003). Results Effects of temperature on seed germination. Population (F5 =410.4, p<0.0001), temperature (F4 =10.6, p<0.0001), and their interaction (F20 =5.08, p<0.0001) all had a significant effect on germination. In all populations, higher germination percentages occurred in at least some fluctuating temperatures compared to the constant 25°C (Fig. 2). Significantly higher germination (>20%) in Michigan seeds occurred at temperatures below 33/24°C with the exception of 25°C (Fig. 2a). Higher fluctuating temperatures promoted germination in all South Carolina populations. However, germination in South Carolina 1 and 2 populations was still less than 10% regardless of temperature (Fig. 2b, c). Higher fluctuating temperatures (29/19°C and 33/24°C) promoted germination in north central Florida seeds (Fig. 2e). Surprisingly, south Florida seed germination was highest at the extremes of 22/11°C and 33/24°C (Fig. 2f). Among all populations, germination was highest in south Florida seeds, followed by north central Florida, South Carolina 3, Michigan and South Carolina 1 and 2. Effects of temperature on protocorm and seedling development. Population (F5 =79.6, p<0.0001), temperature (F4 = 9.83, p<0.0001), and their interaction (F20 =4.38, p<0.0001) all had a significant effect on early development. Among seed sources, development of germinated seeds was more advanced in Michigan (Fig. 3a) and South Carolina 3 (Fig. 3d) seedlings with the majority near or above stage 5. Above 22/11°C, development was more advanced among temperature regimes in Michigan, South Carolina 3 and north Central Florida (Fig. 3e). South Florida seedlings were more developed at temperatures below 33/24°C (Fig. 3f). Seedling development was more advanced above 22/11°C and under all fluctuating temperatures (Fig. 3b). South Carolina 2 seedlings were more developed at 33/24°C (Fig. 3c). Effects of cold stratification on germination. Because of low germination in the temperature study, a coldstratification study was conducted to investigate possible seed dormancy. Population (F4 =44.2, p<0.0001), chilling period (F4 =264.4, p<0.0001), and their interaction (F16 = 22.4, p<0.0001) all had a significant effect on germination. In general, longer chilling periods resulted in significantly higher germination percentages after 10-wk culture, and the lowest germination was observed in unchilled seeds (Fig. 4). In fact, no germination was observed in the control for South Carolina 2. In seeds from Michigan, chill periods over 4 wk promoted the highest seed germination. In both South Carolina populations, chilling seeds for 6 or 8 wk promoted the highest germination. No differences among chilling duration were observed in north central Florida seeds, but germination of chilled seeds was significantly higher than unchilled seeds. Higher germination in south Florida seeds was observed in chilling periods of 4 wk or 152 KAUTH ET AL. Figure 2. Temperature effects on seed germination of Calopogon tuberosus from different populations after 8 wk culture under a 12 h photoperiod. (a) Michigan population (b) South Carolina population 1 (c) South Carolina population 2 (d) South Carolina population 3 (e) North Central Florida population (f) South Florida population. Histobars within each seed source with the same letter are not significantly different (α=0.05). longer. In south Florida and South Carolina populations, maximum germination was approximately 80% compared to 70% and 65% germination in Michigan and north central Florida seeds, respectively (Fig. 4). Discussion C. tuberosus seeds from diverse habitats responded differently to cold stratification and optimum temperature regimes. The variability in responses to cold stratification and different temperature regimes provide further insight into ecotypic differentiation for temperature. Together with our previous results (Kauth et al. 2008b; Kauth and Kane 2009), these experiments provide the groundwork for using in vitro ecology studies to differentiate ecotypes. Because clear differences in temperature responses in Florida seeds were not as evident compared to Michigan and South Carolina seeds, they may be more responsive to other environmental cues such as photoperiod or chemical signals from mycorrhizal fungi (Baskin and Baskin 2001). Differences in cold stratification requirement among seed sources could be influenced by temperatures experienced by the mother plant during seed maturation (Ballard 1987) or indicate varying degrees of seed dormancy. Embryo viability and germination. Results from the TTC test should be interpreted with caution, because embryo viability is often inaccurate due to testa impermeability (Lauzer et al. 1994; Vujanovic et al. 2000). TTC tests also do not account for certain enzymes that become active during germination (Lauzer et al. 1994). However, TTC testing provided a fairly accurate estimate of embryo viability in the Florida populations, but not in the Michigan and South Carolina seeds. If the germination percentages from the diurnal temperature experiment are accounted for, embryo viability was accurate. Because cold stratification increased germination, embryo viability was higher in Michigan and South Carolina seeds compared to the TTC results. Given that cold stratification increased germination, and any seed that germinates is viable, the cold stratification data more accurately measured embryo viability. Large discrepancies between germination and embryo viability in seeds from northern populations may be due to differences in testa permeability. The 3-h pretreatment in CaOCl2 may COMPARATIVE IN VITRO GERMINATION ECOLOGY OF CALOPOGON TUBEROSUS 153 Figure 3. Temperature effects on seedling development of Calopogon tuberosus from different populations after 8 wk culture under a 12 h photoperiod. Development index of describes the average stage of development of germinated seeds. (a) Michigan population (b) South Carolina population 1 (b) South Carolina population 2 (c) South Carolina population 3 (e) North Central Florida population (f) South Florida population. Histobars within each seed source with the same letter are not significantly different (α=0.05). not have been an optimal duration to degrade the testa in seeds from northern populations to achieve maximum embryo staining. A thicker testa could be an adaptation to protect the embryo from colder temperatures. Temperature effects. In general, the highest germination percentages occurred under fluctuating temperatures rather than a constant temperature. As constant temperatures are not normally encountered by seeds in situ (Baskin et al. 2006), the decrease in germination observed at 25°C is not surprising. Previous research with non-orchids indicated that fluctuating diurnal temperatures promoted germination rather than constant temperatures (Thompson et al. 1977; Thompson and Grime 1983; Probert et al. 1986). Seed germination of C. tuberosus still occurred at 25°C, which may reflect the removal of fluctuating temperature requirements in the presence of light (Thompson and Grime 1983). However, fluctuating temperatures have been shown to enhance germination in non-orchid seeds exposed to light (Toole et al. 1955). Increased germination of orchid seeds at constant temperatures may be caused by germination and mycorrhizal fungi infection at deeper soil depths, especially in species that germinate poorly in light (Rasmussen and Rasmussen 1991). C. tuberosus seeds, conversely, germinate in both light and dark (Stoutamire 1974; Kauth et al. 2006), suggesting that C. tuberosus seeds can germinate near the soil surface to utilize fluctuating temperatures, light and higher nitrate concentrations (Roberts and Benjamin 1979). As temperature fluctuations occur more often near the soil surface, increased germination under fluctuating temperatures is a mechanism to prevent germination of deeply buried seeds (Thompson and Grime 1983). However, higher germination at 25°C of south Florida seeds may be a consequence of burial. Some seeds may not germinate at the soil surface, but rather germinate slowly underneath the soil and emerge under cooler temperatures (Probert et al. 1985). Germination of South Carolina seeds at 33/24°C was rather surprising. The habitats of all South Carolina populations are wetland areas with seasonal water flow (personal observation). Certain wetland species have been shown to require high fluctuating temperatures and light to maximize germination (Thompson and Grime 1983). As the water table falls in wetlands, gaps are created; the surrounding soil heats and seeds are exposed to light 154 KAUTH ET AL. Figure 4. Effects of chilling seeds at 10°C in darkness on germination of Calopogon tuberosus from distant populations after 10-wk culture. (a) Michigan population (b) South Carolina population 1 (c) South Carolina population 2. (d) North Central Florida population (e) South Florida population. Cultures were incubated under a 12 h photoperiod and 24°C once removed from the chilling treatment. Cultures in the 2-wk chill were under non-chilling conditions for 8 wk, 4-wk chill cultures for 6 wk, 6-wk chill cultures for 4 wk and 8-wk chill cultures for 2 wk. Control cultures were not chilled and incubated for 10 wk. Histobars within with the same letter are not significantly different (α=0.05). (Thompson and Grime 1983). Because the soil is shallow (often less than 2 cm deep, personal observation) in the South Carolina populations, the soil can heat rapidly when exposed to light, and seeds are subsequently exposed to higher temperature fluctuations (van Assche and Vanlerberghe 1989). The response of south Florida seeds to both the lowest and highest fluctuating temperature regime was surprising as well, indicating that these seeds may require warm followed by cold stratification to break dormancy (Rasmussen 1992; Hidayati et al. 2000). Cold stratification effects. Chilling increased germination significantly compared to the control among all C. tuberosus seed populations. This is not surprising because chilling has been reported to increase germination in seeds of numerous orchid species (De Pauw and Remphrey 1993; Chu and Mudge 1994; Tomita and Tomita 1997; Miyoshi and Mii 1998; Shimura and Koda 2004, 2005; Øien et al. 2008). The results from this study indicate that physiological dormancy is present in seeds from several C. tuberosus populations. The embryos may not be completely dormant, but the testa is likely inducing dormancy (Lauzer et al. 2007). Although the exact mechanism of chilling in orchid seeds is not well understood, chilling likely breaks physiological dormancy (Baskin and Baskin 2001; Øien et al. 2008). A chilling requirement would prevent germination immediately after capsule dehiscence when environmental conditions are not adequate and mycorrhizal fungi needed for germination are not active (Rasmussen 1995; Baskin and Baskin 2001). Although a constant temperature was used after the chill period, previous research has indicated that chilling may remove a requirement for fluctuating temperatures (van Assche et al. 2003). Concerns that surface sterilizing seeds may weaken the seed coat and lead to higher germination are not compelling because germination was still lower in the non-chilled seeds. The degree of dormancy is also likely different among populations because Michigan seeds did not germinate to the maximum percentages observed in other populations. Seeds from northern populations may require longer cold stratification that delay germination until late winter or spring to break deeper dormancy (Meyer et al. 1995; Allen and Meyer 1998) or further degrade a thicker testa that protect seeds from colder temperatures. Seeds from northern climates may also require a colder chilling temperature to further break dormancy. Investigating the role of temperature on chilling would provide information on whether southern seeds could tolerate colder temperatures. The positive response to cold stratification of Florida seeds was surprising. Although Florida seeds encounter below freezing temperatures in nature, the cold treatment is not necessary for germination, but seeds still respond to cold stratification (Nakamura 1964). However, an ecological adaptation to a cold stratification requirement in Florida seeds cannot be overlooked. Southern populations may require a chilling period because warm winter temperatures may lead to early seedling emergence and subsequent death from sudden cold temperatures (Fowler and Dwight 1964; Schütz and Milberg 1997). The required chilling period may ensure that seeds germinate only upon experiencing temperatures that would not harm emerging seedlings. Nondormant seeds from south Florida germinate slowly with little development indicating that autumn emergence is unlikely (Meyer et al. 1995). South Florida seeds likely are not exposed to a long chilling period, which can cause a breakdown of chilling cue resistance so seeds can germinate (Meyer 1992). The results of this study provide insight into the nature of orchid seed ecology and physiology, and specifically germination requirements within a widespread species. To advance our understanding about orchid seed germination ecology, using the framework from non-orchid seed studies provides meaningful insight. When interpreting in vitro data, we must be careful since in vitro studies like other ex situ conditions can oversimplify selection pressures since in vitro and in situ conditions differ greatly. Selection pressures do not act alone, but photoperiod, temperature, soil nutrients and type, pollination events and water availability interact and form a complex network directing ecotypic differentiation. Although in situ germination has not been studied in C. tuberosus, field germination studies may reveal important ecological data such as timing of germination. 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