Plant Ecol (2010) 211:7–17 DOI 10.1007/s11258-010-9765-2 Comparative water balance profiles of Orchidaceae seeds for epiphytic and terrestrial taxa endemic to North America Jay A. Yoder • Samantha M. Imfeld • Derrick J. Heydinger Chloé E. Hart • Matthew H. Collier • Kevin M. Gribbins • Lawrence W. Zettler • Received: 24 November 2009 / Accepted: 25 March 2010 / Published online: 9 April 2010 Ó Springer Science+Business Media B.V. 2010 Abstract The Orchidaceae have dust-like seeds that use wind currents for long-distance dispersal. Lacking endosperm, orchid embryos consume free-living, mycorrhizal fungi as a carbon source (mycotrophy) after settling on a substrate. Few studies have investigated orchid seed morphology as it relates to ecology, but conceivably variations in seed size and testa characteristics could be linked to water loss rates aimed at maximizing germination in a particular habitat. Seeds of 2 epiphytic, 1 aquatic, and 7 terrestrial orchids native to North America were compared with respect to water balance profiles: Cleistes bifaria, Encyclia tampensis, Epidendrum nocturnum, Habenaria repens, Isotria medeoloides, Liparis elata, L. hawaiensis, Platanthera holochila, P. integrilabia, and P. leucophaea. Water content, water loss rate, activation energy, and equilibrium humidity were assessed for each species. Seeds of epiphytic orchids were smaller, lighter, more porous, and had higher water loss rates J. A. Yoder S. M. Imfeld D. J. Heydinger C. E. Hart M. H. Collier (&) K. M. Gribbins Department of Biology, Wittenberg University, Ward Street at North Wittenberg Avenue, Springfield, OH 45501, USA e-mail: mcollier@wittenberg.edu L. W. Zettler Department of Biology, Illinois College, Jacksonville, IL 62650, USA compared to terrestrials. No active mechanism for water absorption exists in seeds of either group. Water loss appears to be a species-specific phenomenon that may be linked to the ecological niches these species occupy. Keywords Mycotrophy Orchidaceae Permeability Platanthera Seeds Water balance Introduction A unifying theme to all members of the Orchidaceae worldwide is their diminutive, dust-like seeds (ca. 0.18–3.80 mm in length; Clifford and Smith 1969) that generally lack nutrient reserves (endosperm; Rasmussen and Whigham 1993). Each orchid seed consists merely of a tiny, approximately 120-celled embryo cloaked by a papery thin testa (Arditti 1966; Clements 1988). The convoluted external surface of the tests probably facilitates long-distance wind dispersal (Healey et al. 1980). The lack of endosperm has made this extreme reduction in seed size possible, enabling these plants to colonize arboreal substrates as well as new geographical areas where speciation can occur. The trade-off occurs once the seed settles upon a substrate. Lacking access to nutrient reserves, the embryo’s fate is dependent on the acquisition of an external source of carbon. For orchids, the 123 8 exploitation of free-living fungi as a carbon source (mycotrophy) serves this crucial role (Rasmussen 1995; Zettler et al. 2003). The Orchidaceae has received considerable study in recent years (e.g., taxonomy, pollination mechanisms, in vitro seed germination), but comparatively few studies have investigated orchid seed physiology and morphology with respect to ecology. Classic studies by Burgeff (cited in Arditti 1966) estimated that the weight of an orchid seed ranges between 0.3 and 14 lg. Orchid seeds vary in length from 0.18 to 3.85 mm (Clifford and Smith 1969), but are typically 1 mm. Yoder et al. (2000) concluded that orchid seeds are incapable of absorbing water from subsaturated air, probably because of the impervious, waterproofing nature afforded by the testa. They also concluded that seeds of a terrestrial orchid, Platanthera integrilabia (Correll) Luer, had lower water loss rates compared to seeds of an epiphyte, Epidendrum conopseum (=syn. E. magnoliae Muhlen.). From an ecological standpoint, seeds that are incapable of absorbing water from air would likely remain lightweight and airworthy. Exactly why seeds of epiphytes would lose water faster than terrestrials, however, remains unclear but could be an adaptation for colonizing a specific habitat or substrate (e.g., tree limbs). It is conceivable that variations in seed size, testa characteristics, and presumably phylogeny could be linked to water loss rates, at least in part. We attempted to explore this possibility by comparing water balance profiles for a range of taxa inhabiting different habitat extremes. In this study, seeds of two epiphytic and seven terrestrial orchids native to North America were compared with respect to water balance profiles (i.e., the ability to retain water at different relative humidities and temperatures). Of the 10 taxa, six are listed in the United States as state or Federally endangered/ threatened [Epidendrum nocturnum Jacquin, Isotria medeoloides (Pursh) Raf., Liparis elata Lindl., Platanthera holochila (Hillebr.) Kraenzlin, P. integrilabia (Correll) Luer, P. leucophaea (Nutt.) Lindl.]. The objectives of our study were to: (1) determine the intrinsic, water-related features critical for orchid seed survival prior to germination; (2) correlate these features with habitat (substrata); and (3) provide new information that might be applied to conservation programs for endangered taxa in North America and abroad. 123 Plant Ecol (2010) 211:7–17 Materials and methods Seeds Seeds from 10 orchid taxa native to North America were utilized in this study (Table 1). These species were selected because of their habitat preference, horticultural appeal, and/or rarity. All seeds were collected from mature, yellowing capsules just prior to dehiscence and promptly dried over anhydrous CaSO4 desiccant (Drierite, W. A. Hammond Drierite Co., Xenia, Ohio, USA) immediately after collection for 7–14 days at ambient temperature (Zettler 1997). Seeds were subsequently stored at -7 ± 1°C until use (Table 2). Seeds were dried and stored in this manner according to standard protocols (e.g., Pritchard 1985; Seaton and Hailes 1989) to maintain embryo viability in storage for eventual germination studies. Instrumentation, reagents, and test conditions Basic temperature for all observations was 25°C (±1°C) and 14 h:10 h light:dark (averaging 179 lmol m-2 s-1). All other temperatures used programmable environmental cabinets (±0.5°C). A drying oven set at 90°C was used to dry the seeds to complete dryness. Relative humidities (still air conditions) were adjusted using saturated salt solutions (Winston and Bates 1960) or glycerol distilled water mixtures (Johnson 1940) placed at the bottom of a sealed 3000 cc glass desiccator; seeds were placed on a porcelain plate so that they were suspended above the material at the base of the desiccator. Relative humidity (% RH) was measured using a hygrometer (SD ± 0.5% RH; Thomas Scientific, Philadelphia, Pennsylvania, USA) and varied less than 2% RH. Drierite (CaSO4) provided 0% RH (1.5 9 10-2 % RH; Toolson 1978) and doubledistilled deionized (DI) water provided 100% RH. A microbalance was used to weigh the seeds (precision of SD ± 0.2 lg, accuracy of ±lg at 1 mg; CAHN, Ventron Co., Cerritos, California, USA). Each seed was weighed and monitored individually and returned to test conditions in less than 1 min. An aspirator was used to handle the seeds. The tetrazolium reduction method was used to confirm seed viability (i.e., embryonic respiration) by soaking the seeds in 1.0% tetrazolium-DI water solution for 1 day (five seeds/ Plant Ecol (2010) 211:7–17 9 Table 1 The 10 North American orchid species utilized as a source of seed, with reference to abundance, ecological habitat preference, and distribution for each Taxon Status Notes Cleistes bifaria (Fernald) Catling & Gregg Common Terrestrial E USA, S Florida, W to Texas Upland Spreading Pogonia Encyclia tampensis (Lindley) Small Savannas, meadows, bogs, oak/pine forests Common Florida Butterfly Orchid Epiphytic, especially on live oak (Quercus virginiana) C and S Florida, Bahamas Horticulture value; specimens often collected from wild Epidendrum nocturnum Jacquin State endangered (Florida) Epiphytic, especially in humid swamps (hammocks) Night-fragrant Epidendrum S Florida, W Indes, C and S America Horticultural value; often poached from wild populations Habenaria repens Nuttall Common Water Spider Orchid Isotria medeoloides (Pursh) Rafinesque Aquatic (one of a few aquatic orchids in North America) SE Coastal Plain, W to Texas, W Indes, C and S America Federally listed (threatened) Terrestrial, occupies rich, shaded deciduous forests Michigan to Maine, S to Missouri and Carolinas Small Whorled Pogonia Liparis elata Lindley State endangered (Florida) Terrestrial to semi-epiphytic on rotting logs in swamps Tall Twayblade L. hawaiensis H. Mann Florida, W Indes, C and S America Uncommon Aapu pa’i niu a hina Platanthera holochila (Hillebr.) Kraenzlin Federally listed (threatened) Puahala a kane P. integrilabia (Correll) Luer Monkey-face Orchid P. leucophaea (Nuttall) Lindley Eastern Prairie Fringed Orchid Terrestrial to semi-epiphytic in cloud forests One of three orchids native and endemic to Hawaii Terrestrial in cool, elevated cloud forests One of three orchids native and endemic to Hawaii Only ca. 36 individual plants remain Federal candidate (threatened) Federally listed (threatened) Terrestrial, in shaded swamps and on seepage slopes Restricted in range (Tennessee, Georgia, S Carolina, and Kentucky) Terrestrial, mostly in moist open prairies in the Midwestern United States Taxonomic treatment follows Brown (2003) 0.5-ml tube containing 40 ll tetrazolium, 24 h at 37°C), rinsing (vortex with 2–3 volumes of clean DI water, 1 min each), sectioning the seed, and observing under a light microscope (809) for the presence of pink coloration as a positive indicator of respiratory activity (Lakon 1949). The tetrazolium was purchased from Sigma (Sigma Chemical Co., St. Louis, Missouri, USA). Sample sizes and statistics An analysis of variance (ANOVA; SPSS 14.0 for Windows, Microsoft Excel and Minitab, Chicago, Illinois, USA) was used to compare data. Percentages were arcsine-transformed prior to analysis. Characteristics derived from regression lines were analyzed using a test for the equality of slopes of several regressions (Sokal and Rohlf 1995). Total sample size (N) for each water balance characteristic was 45, divided into three replicates of 15 seeds each, with each replicate coming from a separate plant. The same group of 45 seeds was used to determine fresh mass, dry mass, water mass, and percentage water content. For the water loss rate determination, a different group of 45 seeds was used. The same group of 45 seeds was tracked (10, 20, 30, 40, 50, and 60°C) for the activation energy determination. A different group of 45 seeds was used at each of the relative humidities (75, 85, 93, and 97% RH) to find the equilibrium humidity. Expression of units conforms to standard water balance physiology, based on activation energy as a relative measure or porosity 123 10 Plant Ecol (2010) 211:7–17 Table 2 Seed sources and collection information for the 10 orchid taxa utilized Taxon Seed source # Collection information Cleistes bifaria S 118 West Virginia, Barbour Co. Encyclia tampensis S 144 Epidendrum nocturnum S 78 6 September 2002 by Katherine B. Gregg Florida, Collier Co., Florida Panther National Wildlife Refuge 13 November 2005 by William Kutosky and Larry Richardson Florida, Collier Co., Florida Panther National Wildlife Refuge 1 August 2003 by Scott L. Stewart Habenaria repens S 121 Seed from greenhouse-grown plant. Original population from Florida, Highlands Co., Avon Park, 16 September 2002 by Scott L. Stewart Isotria medeoloides S 102 New Hampshire, Belknap Co., E Alton Liparis elata S 126 Florida, Collier Co., Fakahatchee Strand State Preserve L. hawaiensis S 128 8 December 2002 by Mike Owen Hawaii, Kamakou Preserve, Molokai Platanthera holochila S 145 P. integrilabia S 10 P. leucophaea S 111 12 October 1999 by William E. Brumback 9 August 2003 by Steve Perlman and Lawrence W. Zettler Hawaii, Kamakou Preserve, Molokai 25 October 2005 by Steve Perlman Tennessee, McMinn Co., Cherokee National Forest 16 October 1989 by Lawrence W. Zettler Illinois, Henry Co., Munson Cemetery prairie 1 September 2002 by Lawrence W. Zettler Seed source numbers are those cataloged and currently in storage at Illinois College, Jacksonville, Illinois and water loss rate as the measure of permeability (Yoder et al. 2000). Determination of water balance characteristics Pretreatment of the seeds consisted of exposing them to 100% RH for 24 h and then to 33% RH, 30°C until they lost 4–6% of their mass so that mass changes reflect changes in water levels (Arlian and Ekstrand 1975; Yoder et al. 2000). Dry mass of the seed, d, was determined at the end of each experiment by placing the seed at 90°C and weighing until mass remained constant for three consecutive days (Wharton 1985). The dry mass was subtracted from each mass measurement to convert mass measurement into a measure of water mass, m. Water mass (m) was expressed as a percentage of initial mass (f, fresh mass) to determine the percentage water content of the seed according to Eq. 1 (Wharton 1985): percentage m ¼ 100ðf dÞ=f : 123 ð1Þ The seed’s water loss rate was determined at 0% RH, which is the only relative humidity where water loss rate is exponential permitting the rate of loss to be calculated from the slope of a regression line on a plot of ln mt/m0 against time according to Eq. 2 (Wharton 1985): mt ¼ m0 ekt ð2Þ where mt is the water mass at any time t and m0 is the initial water mass. Each water loss rate was based on a total of five consecutive mass measurements. The first measurement was taken at m0 and five subsequent measurements (time variable depending on species) represent mt values, and was expressed as %/h. The permeability of the seed coat was assessed by using activation energy for water loss (Ea) that describes the seed coat as an energy barrier and the amount of energy that is needed by a molecule of water to cross (Yoder et al. 2000). Thus, activation energy reflects a permeability constant and the Plant Ecol (2010) 211:7–17 11 porosity of the barrier (Yoder et al. 2005). Activation energy was calculated from the slope (= -Ea/Rgas) of a regression line on an Arrhenius plot of water loss rate (%/h, determined according to Eq. 2) versus reciprocal absolute temperature (1/K) based on Eq. 3 (Wharton 1985; Yoder et al. 2000): k ¼ AeEa =ðRgas TÞ ð3Þ where k is the water loss rate, A is the frequency (steric) factor, Ea is the activation energy, R is the universal gas constant, and T is the absolute temperature. Activation energy was expressed as kJ/mol. A change in activation energy (change in slope on the Arrhenius plot) denotes the temperature threshold of a dramatic water loss known as the critical transition temperature, CTT (Rourke and Gibbs 1999; Gibbs 2002). The capacity of the seed to absorb water vapor was determined based on a change in mass after exposure to different relative humidities according to Eq. 4 (Wharton 1985): percentage change in w ¼ 100ðwt w0 Þ=w0 ð4Þ where wt is the mass after 24 h exposure to a certain relative humidity and w0 is the initial mass. Data were expressed as a %/h rate. The relative humidity that corresponds to the point where change in mass is 0% on a plot of percentage change in mass against percentage relative humidity denotes where water balance (mass change = 0; hence, water loss = water gain) is estimated to be achieved under these conditions and is an equilibrium humidity, EH, a relative humidity that if exceeded results in water gain (Wharton 1985; Yoder et al. 2000). Results Water content Seeds of the 10 orchid taxa varied significantly with respect to fresh mass, dry mass, and water mass (Table 3). Platanthera holochila and P. integrilabia seeds exhibited the largest mass values, whereas seeds from the two Liparis species had the lowest values (Table 3). Despite these differences in mass, no significant differences were detected in percentage water content among the 10 species (Table 3) regardless of their size, geographical origin, and ecological niche. Similarities in water content are supported by the closeness in water mass to dry mass (m/d) ratios: C. bifaria, E. tampensis, and P. holochila = 0.85; L. elata = 0.83; I. medeoloides = 0.80; E. nocturnum = 0.79; P. leucophaea = 0.77; H. repens = 0.76; P. holochila and P. integrilabia = 0.73. Water mass (m) was also positively correlated with dry mass (d) for the 10 taxa: R2 C 0.89 for H. repens; 0.91 for E. tampensis, P. holochila; 0.92 for P. integrilabia, P. leucophaea; 0.94 for C. bifaria, I. medeoloides, and L. elata; 0.95 for L. hawaiensis; 0.96 for E. nocturnum (ANOVA, P \ 0.001). Visually, seeds were generally alike with respect to overall size and shape, suggesting that they deliver a standardized water flux. We conclude that seeds of these 10 distinct taxa have the same general water content, but seeds of the epiphytes are smaller and lighter compared to those of terrestrial orchids. Water loss rate Regardless of the species, all seeds displayed a proportionate, exponential pattern of water loss over time at 0% RH, with R2 C 0.99 (ANOVA, P \ 0.001). This value, used to derive water loss rates depicted in Fig. 1, revealed that seeds of the two Liparis species had significantly higher (ANOVA, P \ 0.05) water loss rates than the other eight taxa (Table 4). Moreover, seeds of the epiphytes had significantly higher (ANOVA, P \ 0.05) water loss rates than those of the non-Liparis terrestrials (Table 4). Water loss rates for the 10 taxa varied inversely with dry mass of the seed, y = -2.6x, R2 = 0.90 (Fig. 2a; ANOVA, P \ 0.001), indicating a positive size–rate relationship. However, not all species fit this profile, i.e., smallest seeds did not consistently lose water the fastest (Fig. 1; Tables 3 and 4). This phenomenon was best exemplified by the prairie-inhabiting terrestrial, P. leucophaea. Seeds of this species were small, comparable to those of the epiphytes (Table 3), and yet it had the slowest water loss rates of the 10 taxa (0.82%/h). By comparison, other species with small seeds (E. tampensis, E. nocturnum, both Liparis spp.) had higher water loss rates (Fig. 2a), suggesting that P. leucophaea might be an unusual case. Seeds of the other terrestrial orchids tested (excluding Liparis) had larger seeds than P. leucophaea, but slower water 123 12 Plant Ecol (2010) 211:7–17 Table 3 Seed water content for 10 North American orchid species Species Mass Water content f (mg) C. bifaria d (mg) m (mg) % 0.0048 ± 0.002a 0.0026 ± 0.001a 0.0022 ± 0.002a 45.83 ± 0.76a b b b E. tampensis 0.0037 ± 0.001 0.0020 ± 0.003 0.0017 ± 0.001 45.95 ± 0.81a E. nocturnum 0.0034 ± 0.003b 0.0019 ± 0.001b 0.0015 ± 0.002b 44.12 ± 0.79a a a a 43.14 ± 1.01a a 46.67 ± 0.92a c 45.45 ± 0.72a c H. repens 0.0051 ± 0.002 0.0029 ± 0.001 a I. medeoloides a 0.0045 ± 0.001 0.0025 ± 0.002 c L. elata c 0.0022 ± 0.001 0.0012 ± 0.002 c 0.0020 ± 0.001 0.0010 ± 0.001 L. hawaiensis 0.0026 ± 0.001 0.0015 ± 0.001 0.0011 ± 0.001 42.31 ± 0.85a P. holochila 0.0063 ± 0.001d 0.0034 ± 0.002d 0.0029 ± 0.001d 46.03 ± 0.74a d d d 42.11 ± 0.88a b 43.59 ± 0.92a P. integrilabia c 0.0022 ± 0.003 0.0057 ± 0.003 0.0033 ± 0.002 b P. leucophaea b 0.0039 ± 0.002 0.0022 ± 0.001 0.0024 ± 0.001 0.0017 ± 0.001 f Fresh (initial) mass, d dry mass, m water mass, % water content Data are mean ± SE. Values denoted by the same superscript letter within each column are not significantly different (ANOVA, P [ 0.05). N = 3, with each replicate consisting of 15 seeds weighed individually loss rates. Thus, it appears that seeds of the terrestrial orchids retain water more effectively than those of the epiphytes. Although seed size is an important factor in water loss rates, it is not the sole factor. Water loss appears to be a complex, species-specific phenomenon linked to other factors (e.g., ecological 0.00 ln (mt /m0) -0.04 P. leucophaea -0.08 -0.12 E. tampensis -0.16 0 1 2 3 4 5 Days Fig. 1 Proportion of water mass lost at 0% RH and 25°C in seeds of Encyclia tampensis (epiphyte) and Platanthera leucophaea (terrestrial) used to determine the water loss rate (seed coat plus respiratory water loss). The slope of the regression line is the water loss rate. mt, water mass at any time t; m0, initial water mass. Each point represents the mean of 45 seeds (±SE B 0.004) 123 niche, phylogeny), and is not intrinsic to surface-tovolume differences in the seed. Activation energy When water loss rates were examined by Arrhenius analysis, single component curves (continuous slope; R2 C 0.96; ANOVA, P \ 0.001), depicted by Fig. 3 (e.g., E. tampensis and P. leucophaea), were exhibited by seeds of all 10 species, and were consistent with a regular Boltzman temperature function. In no case did the Arrhenius plot display evidence of accelerated water loss attributed to a temperature threshold. There is no CTT because the activation energy did not change (reflected by a lack of change in the slope given a rise in temperature). The steeper slope on the Arrhenius plot (hence the higher activation energy) for E. tampensis showed that seeds of this epiphytic orchid lost twice as much water from one temperature jump to the next than those of the terrestrial, P. leucophaea. Water loss occurred for seeds transferred from low to high temperatures (ramp up) and high to low temperatures (ramp down), as well as for seeds measured at each temperature (data not shown). The lower activation energy observed in P. leucophaea led to a lower frequency (steric) factor A (y-intercept; Fig. 3), and this was used to measure the resistance of the testa to water loss, coinciding with water loss rate data (Fig. 1). For Plant Ecol (2010) 211:7–17 13 Table 4 Water retention (water loss rate = WLR, activation energy = Ea) and water vapor adsorption (equilibrium humidity = EH) for seeds of 10 North American orchid species Species Water loss Water gain Ea (kJ/mol) EH (% RH) 1.44 ± 0.03a 46.6 ± 0.7a 86 ± 1a b b 93 ± 1b (Fig. 3) 53.7 ± 0.9 b 92 ± 2b 29.4 ± 0.6 c 85 ± 1a 45.1 ± 0.8 a 84 ± 2a WLR (%/h) C. bifaria E. tampensis 2.67 ± 0.07 (Fig. 1) 56.2 ± 1.1 (Fig. 2) 2.36 ± 0.06 b 1.02 ± 0.04 c I. medeoloides 1.52 ± 0.05 a L. elata 3.28 ± 0.09d 58.5 ± 0.6b 96 ± 1b 3.41 ± 0.04 d 55.4 ± 0.7 b 96 ± 2b 0.90 ± 0.03 c 31.9 ± 0.6 c 86 ± 1a 1.23 ± 0.08 c 44.0 ± 0.4 a 83 ± 2a c 84 ± 1a (Fig. 3) E. nocturnum H. repens L. hawaiensis P. holochila P. integrilabia P. leucophaea c 0.82 ± 0.06 (Fig. 1) 24.7 ± 1.0 (Fig. 2) Data are mean ± SE. Values denoted by the same superscript letter within each column are not significantly different (ANOVA, P [ 0.05). N = 3, with each replicate consisting of 15 seeds weighed individually 4.0 B A LE LH LH LE 3.0 ET ET WLR (%/h) Fig. 2 Correlation between water loss rate (WLR) and dry mass (R2 = 0.90) and equilibrium humidity (EH; R2 = 0.95) in 10 species of orchid seeds. Complete names are given in Table 1, and data are from Tables 3 and 4 EN EN 2.0 PL CB IM CB PI PI 1.0 PL HR HR PH PH IM 0.0 -6.8 -6.4 ln dry mass all 10 species examined, high water loss rates were associated with high activation energies (Table 4). Thus, seeds of epiphytic orchids are extremely porous, and this physical feature appears to correspond to the higher water loss rates observed. Equilibrium humidity Water vapor adsorption varied depending on the species (Fig. 4). Seeds of E. tampensis, for example, adsorbed water vapor at and above 93% RH, but for seeds of P. leucophaea, rehydration occurred at or above 84% RH (Fig. 4). Seed water retention was positively correlated with amount of water vapor in -6.0 -5.6 80 85 90 95 100 EH (% RH) the air: y = 0.076x, R2 = 0.97 for P. leucophaea, and y = 0.096x, R2 = 0.99 for E. tampensis (ANOVA, P \ 0.001; Fig. 4). This strong positive correlation implies that a higher relative humidity prompts water adsorption. Moreover, the seed equilibrium humidities of the 10 species (Table 4) also correlate positively with the water loss rate for each species (Fig. 2b), y = 0.18x, R2 = 0.95 (ANOVA, P \ 0.001). Thus, seeds that lose water the fastest have equilibrium humidities that are closer to saturation compared to seeds that have lower water loss rates, and this is a function of seed permeability. That is, reduction of water loss rate reveals evidence for water vapor adsorption that is obscured when water 123 14 Plant Ecol (2010) 211:7–17 loss rates are higher. This phenomenon is indicative of water gain by passive processes alone (passive chemisorption and physical adsorption of water vapor) and not active processes. 100 WLR (%/h) 10 Discussion 1 E. tampensis P. leucophaea 0.1 0.0028 0.0030 0.0032 0.0034 0.0036 1/K Fig. 3 Arrhenius analysis of water loss rate (WLR) and temperature in seeds of Encyclia tampensis (epiphyte) and Platanthera leucophaea (terrestrial) used to determine the activation energy, Ea. The slope of the regression line corresponds to the activation energy (slope = -Ea/Rgas). No critical transition temperature (CTT) is present as indicated by the continuous slope and lack of a biphasic relationship. Each point is the mean of 45 seeds (±SE B 0.002). Results were similar for freezer killed seeds (-40°C for 1 week/thawed to room temperature) that were used to rule out respiratory artifacts 2.0 P. leucophaea Change in mass (%/h) 1.0 E. tampensis 0.0 -1.0 -2.0 70 75 80 85 90 95 100 %RH Fig. 4 Changes in water mass (m) at different relative humidities at 25°C for seeds of Encyclia tampensis (epiphyte) and Platanthera leucophaea (terrestrial) for determination of the equilibrium humidity, EH. The equilibrium humidity was identified on x-axis by dropping a perpendicular line from the point corresponding to 0% change in mass (gain = loss). Each point is the mean of 45 seeds (±SE B 0.12) 123 The Orchidaceae is widely regarded as the most diverse plant family containing between 17,000 and 35,000 species worldwide (Dressler 1993). During the course of their 100? million year-old evolutionary history (Chase 2001), orchids have successfully exploited all vegetated continents (Dressler 1981). This feat is particularly noteworthy because, as monocots, they lack the capacity to produce woody tissues and must, therefore, often affix themselves to illuminated, arboreal surfaces. About 73% of the known species exist as epiphytes within the tropics (Atwood 1986), and the remainder occupy soil (terrestrials), rocks (lithophytes), and even semi-aquatic areas (e.g., Habenaria repens Nuttall). Part of the success of the Orchidaceae is attributed to the coevolution of the family with specific pollinators, especially insects (Roberts 2003). Recently, mycorrhizal fungi have also been implicated in the evolutionary diversification of the family (Taylor et al. 2003; Otero and Flanagan 2006) because orchids exploit (consume) free-living fungi as a food source (mycotrophy) that supplement photosynthesis. Thus, for an orchid to complete its life cycle in situ, the seed must encounter a specific mycorrhizal fungus present in the substrate on or near the impact site where the seed settles. The first critical step in initiating the orchid life cycle begins with the physical transfer of seed from mature capsule to fungus-laden substrate. Seeds of terrestrial and epiphytic orchids alike rely on wind currents for dispersal to new, suitable habitats, and remaining lightweight while aloft is of paramount importance. Thus, it is no surprise that orchid seeds would resist water vapor absorption from subsaturated air. Upon contacting a substrate, however, differences in water balance profiles between the two groups would be expected to differ. Compared to their terrestrial counterparts, epiphytic orchids do not have the capacity to inhabit a spatially fixed, ubiquitous surface such as soil. Therefore, their seeds must contact and quickly affix themselves to a limited number of arboreal substrates or otherwise the Plant Ecol (2010) 211:7–17 resulting seedlings will perish from lack of photosynthesis. To do this effectively, epiphytic seeds are porous and capable of absorbing liquid water rapidly. Although the convoluted surface of the testa probably aids in the attachment process, water absorption facilitated by a leaky seed would enhance this process further by the simple act of cohesion. Indeed, all epiphytic taxa examined in our study displayed greater porosity (higher activation energy), suggesting a leaky nature. In fact, this phenomenon is frequently observed in the laboratory when seeds of epiphytic species often settle, not float, while undergoing surface sterilization. Once in contact with liquid water on the substrate, embryos quickly imbibe water, swell, and commence the germination process, assisted by fungi. As arboreal substrates are prone to desiccation during dry periods, mycotrophy is thought to supply a critical source of water to the epiphytes, not just carbon (Yoder et al. 2000). The ecological strategy employed by terrestrial orchids is somewhat different but not without potential problems. As revealed by this study, seeds of terrestrials are larger, lose water at a slower rate, and are less porous than the epiphytes. This is especially true of P. leucophaea and H. repens. Both orchids, particularly the latter, occupy moist to wet soils, and they are often accompanied by other plants capable of growing vigorously during the growing season. In the prairie ecosystem, seeds of P. leucophaea, released in the fall, would be expected to settle onto the surface of dense mats of senescing organic debris composed of grasses and forbes. Through the action of natural weathering (precipitation), decomposition, and even invertebrate activity, it is conceivable that seeds of P. leucophaea settle into the substrate at a slower rate because of the low porosity of the seed coat. Without this feature, seeds might otherwise trickle down into the sod too deep for the emergent (basal) leaves to break above the surface, making it impossible for seedlings to initiate photosynthesis. In nature, roots of mature P. leucophaea are typically found at a depth of 6–10 cm below the soil surface, about the same length of the basal leaves of seedlings cultivated in vitro (Zettler et al. 2005). Thus, it seems likely that the low porosity of P. leucophaea seeds might serve a useful purpose by keeping the seeds ‘‘afloat’’ in a sod layer for extended periods, within a zone where microbial activity (e.g., mycorrhizal fungi) might be most 15 active, yet deep enough to withstand dry periods without compromising initial photosynthetic ability. Similarly, seeds of H. repens displayed an even lower porosity, probably because this species frequents wetter habitats. In nature, mature H. repens is often found rooted on floating mats on standing water, and having buoyant seeds seems like the most logical establishment and survival strategy. The exception to this trend is seen in the two terrestrial species from the genus Liparis that have very similar seed morphologies to those of the epiphytes. These terrestrial Liparis species also have high water loss rates, activation energies, and equilibrium humidities similar to the epiphytes. Even though the Liparis species are terrestrial, these data suggest their germination requirements are similar to those seen in epiphytes. Implications for orchid ecology and conservation Mycoheterotrophy is not unique to the Orchidaceae. Worldwide, at least 10 plant families containing 400 species and 87 genera are known to exploit fungi as a primary source of carbon: Burmanniaceae, Corsiaceae, Gentianaceae, Geosiridaceae, Monotropaceae, Orchidaceae, Petrosaviaceae, Polygalaceae, Pyrolaceae, and Triuridaceae (Baskin and Baskin 2001). Although most members of the Orchidaceae are autotrophic at maturity, all are unable to photosynthesize during the young seedling (protocorm) stage (Harley and Smith 1983) and exist as obligate mycoheterotrophs. Even as autotrophs, orchids continue to utilize fungi as a carbon source supplementing photosynthesis well into maturity (Rasmussen 1995). Leake (1994) proposed that mycoheterotrophy evolved several times among different taxonomic groups, but yet these plants share many similarities including dust-like seeds dispersed by wind. Likewise, small seed size, facilitated by a reduction in the embryo and endosperm, is also observed in parasitic angiosperms (Baskin and Baskin 2001). Moreover, these plants initiate contact with the host during earlier stages of ontogenesis (Baskin and Baskin 2001). Among the parasitic plants, orchids and two other families (Pyrolaceae, Monotropaceae) differ in that the haustorium is never formed, instead being replaced by fungi (Baskin and Baskin 2001; Teryhokhin and Nikiticheva 1982). Recently, Cameron et al. (2006) proposed that the orchid–fungal 123 16 association is mutualistic, based on experiments carried out under special laboratory conditions. However, as Rasmussen and Rasmussen (2007) aptly state, ‘‘such conditions would hardly ever occur under field conditions where complex carbon sources abound.’’ Given the complexity of the orchid–fungal association, some degree of reciprocal carbon exchange might be expected to occur in situ under limited circumstances. As interesting as this possibility may be, however, it is both legitimate and practical to regard orchids as the aggressor (parasite) and the fungus the ‘‘host’’ (Baskin and Baskin 2001; Rasmussen and Rasmussen 2007). Clearly, orchids are highly specialized mycotrophs on a level that remains unparalleled in the plant kingdom. Not coincidentally, the Orchidaceae is also the most diverse plant family. Typical of other parasites (e.g., tapeworms, roundworms), orchids produce numerous offspring (seeds), very few of which reach their target (the host) and survive to maturity. Teryhokhin and Nikiticheva (1982) suggested that parasitic plants evolved smaller and more numerous seeds to ensure contact with their host plants having scattered distributions. It is equally conceivable that orchids did the same to ensure contact with a suitable fungus required for germination and/or development. Although fungi are ubiquitous and may attain massive sizes within a substrate (Raven et al. 2005), specific fungi required by orchids may or may not be widespread. Curtis (1939) predicted that orchid species restricted to a particular habitat would harbor fewer fungal associates compared to those found in different habitats. Indeed, fungal specificity has been documented in the Orchidaceae (e.g., Warcup 1973, 1985; Zettler and Hofer 1998; Otero et al. 2007), and this may explain, in part, an orchid’s limited distribution. Orchids that are closely tied to specific fungi are also at greater risk for extinction (Swarts and Dixon 2009). When orchids are viewed for what they really are—parasites of fungi—their conservation takes on new meaning. Like animals, young orchid seedlings are consumers, not producers, and should be treated accordingly. Thus, to promote a self-sustainable orchid population in situ, there must be suitable prey (fungi) available at the site (S.L. Stewart, pers. commun.). It is probably no coincidence that seeds of both epiphytic and terrestrial orchids have dust-like seeds—seedlings of both groups must make physical 123 Plant Ecol (2010) 211:7–17 contact with suitable fungi on a particular substrate to propel the orchid life cycle to completion. By comparing water balance profiles for a range of orchids inhabiting different habitat extremes in North America, seeds of epiphytes fundamentally differ from those of terrestrials. The high seed/embryo volume ratio (=air space within the seed coat) appears to a common characteristic of all orchids (Baskin and Baskin 2001); however, our results clearly demonstrate that seeds of epiphytic orchids are more porous (have higher activation energy) than those of terrestrials. As to why these differences are evident remains unclear but could be linked to the ecological niches these orchids occupy. 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