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Phylogeny of Miconia (Melastomataceae): Patterns of Stamen Diversification


in a Megadiverse Neotropical Genus

Article  in  International Journal of Plant Sciences · September 2008


DOI: 10.1086/589697

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Int. J. Plant Sci. 169(7):963–979. 2008.
Ó 2008 by The University of Chicago. All rights reserved.
1058-5893/2008/16907-0014$15.00 DOI: 10.1086/589697

PHYLOGENY OF MICONIA (MELASTOMATACEAE): PATTERNS OF STAMEN


DIVERSIFICATION IN A MEGADIVERSE NEOTROPICAL GENUS
Renato Goldenberg,1 ,* Darin S. Penneys,y Frank Almeda,z Walter S. Judd,y and Fabián A. Michelangeli§
*Universidade Federal do Paraná, Departamento de Botânica, Campus do Centro Politécnico, Curitiba PR 81540-560, Brazil;
yDepartment of Botany, University of Florida, Gainesville, Florida 32611-8526, U.S.A.; zDepartment of Botany,
California Academy of Sciences, San Francisco, California 94103-3098, U.S.A.; and §New York
Botanical Garden, Bronx, New York 10458, U.S.A.

Phylogenetic relationships within Miconia and other genera in the Neotropical tribe Miconieae were
investigated using a maximum parsimony analysis of nuclear internal transcribed spacer and ndhF nucleotide
sequences. Included were all sections in Miconia (212 species, ;20% of the genus) and 12 of the 15 remaining
genera assigned to the tribe (an additional 239 species). Given the tribe’s reputation for problematic generic
distinctions, it was not surprising that most traditionally recognized taxonomic groups—both genera and
sections—were shown to be polyphyletic or paraphyletic. Nevertheless, Miconia is composed of several distinct
monophyletic groups, with a large majority of the species belonging to only four clades. Some of these groups
represent parts of sections proposed in the last revision of the genus, but most of the diversification seems to
have occurred in geographical areas that are more restricted than would have been predicted by the distribution
of these sections. Moreover, parallel evolutionary trends are seen in anther form, i.e., shifts from elongate to
shorter anthers and from minute-pored to large-pored or slitlike dehiscent anthers. These changes may relate to
pollinator shifts, especially from buzz pollination to nonvibrational pollination. Thus, the major evolutionary
diversifications within the tribe have been obscured by convergence in stamen morphology, leading to many
arbitrary generic and sectional circumscriptions.

Keywords: internal transcribed spacer (ITS), megadiverse genus, Melastomataceae, Miconia, Miconieae, ndhF,
phylogeny, stamen morphology.

Online enhancement: appendix.

Introduction species are common in secondary environments, providing nat-


ural or human-induced forest regeneration (Ellison et al. 1993;
Miconia Ruiz & Pavón is the largest genus of Melastomata- Baider et al. 1999). While most species are shrubs or small
ceae, with about 1050 species (Goldenberg 2000), and is trees, usually preferring very moist, hilly, and forested terrain
probably the largest exclusively New World genus of flow- (Ruokolainen et al. 1997), some are vines, hemiepiphytes, or
ering plants, perhaps rivaled by only Pleurothallis R.Br. epiphytic shrubs, and a few, such as M. poeppigii, are large
(Orchidaceae) before its breakup (Frodin 2004). These species trees, up to 30 m (Wurdack et al. 1993; Almeda, forthcoming).
range from western Mexico and the Caribbean to Uruguay Some species occur in areas with seasonal rainfall, and many
and northern Argentina, growing from sea level to the Andean grow in the perpetually wet lowland rain forests. A smaller
paramos. A few species, notably Miconia calvescens, have number of species occur in deciduous forests and savannas,
been introduced to the Pacific Islands (Meyer 1996; Meyer but Miconia is virtually absent in the dry South American
and Florence 1996; Medeiros and Loope 1997), where they Chaco and the Caatinga of northeastern Brazil. Most species
have become troublesome invasives. Apart from general uses, prefer acidic soils (Ruokolainen et al. 1997), but in the Antilles
such as low-quality wood and fuel, species of Miconia are not (Judd 2007) and northern Mesoamerica, a number of species
economically important. Nevertheless, they play an important grow on limestone or limestone-derived soils. The majority of
ecological role in tropical and subtropical forests as a food re- the species are pollinated by bees that extract the pollen by vi-
source for the fauna because their fleshy fruits are largely con- brating the poricidal anthers from nectarless flowers (Renner
sumed by birds and other animals (Snow 1965; Magnusson 1989), but there are records of pollination by bats, birds
and Sanaiotti 1987; Levey 1990; Stiles and Rosseli 1993; Fi- (Dent-Acosta and Breckon 1989; Penneys and Judd 2003;
gueiredo and Longatti 1997). As fast-growing shrubs or small Judd 2007), flies (Goldenberg and Shepherd 1998), and wasps
trees that develop dense populations in disturbed areas, these (I. Varassin, personal communication) on nectar-producing
1
flowers (Stein and Tobe 1989), whose anthers open by slits or
Author for correspondence; e-mail: renato.goldenberg@pq.cnpq.br.
large pores that do not need vibration to release the pollen.
Manuscript received September 2007; revised manuscript received December Agamospermy occurs in some species (Dent-Acosta and
2007. Breckon 1989; Renner 1989; Goldenberg and Varassin 2001)

963
964 INTERNATIONAL JOURNAL OF PLANT SCIENCES

and apparently is related to polyploidy and hybridization (Solt D.Don (with fused calyx lobes that fall away as a circumscis-
and Wurdack 1980; Almeda and Chuang 1992; Goldenberg and sile cap), Pachyanthus A.Rich. (with reduced inflorescences
Shepherd 1998), although it is not clear how widely these mech- with flattened axes, robust hypanthia, and calyx teeth, and
anisms are distributed within the group. Self-incompatibility often asymmetrical and clawed petals), and Calycogonium
has also been reported (Renner 1989; Goldenberg and Shep- D.Don (with four-merous flowers and shoots that produce
herd 1998), while dioecism occurs in 37 species (Almeda and only one or two nodes before each ends in a few-flowered in-
Dorr 2006). florescence). Several genera, i.e., Killipia Gleason, Kirkbridea
Within the Melastomataceae, Miconia belongs to the tribe Wurdack, Mecranium Hook.f., Ossaea DC., and Sagraea
Miconieae sensu stricto, as circumscribed by Michelangeli DC., are easily distinguished from Miconia because of their
et al. (2004), i.e., excluding Henriettea DC., Henriettella Nau- axillary (i.e., lateral) inflorescences (see Judd 1989). Hetero-
din, Loreya DC., and Bellucia Raf., as these represent a dis- trichum DC. has not been cited above because it has serious
tinct new tribe (Penneys et al. 2004). Huilaea Wurdack and delimitation and nomenclatural problems (Gleason 1925b):
Chalybea Naudin should also be removed from the Miconieae several species were transferred to Miconia sect. Octomeris
and transferred to the Blakeeae (Penneys 2007). The Mico- by Wurdack (1972), who thought that the genera should be
nieae are an exclusively Neotropical clade whose species share merged, while Judd and Skean (1991) and Liogier (2000)
tissues with druse crystals (but lacking megastyloids), cymose considered it within Clidemia.
inflorescences that are terminal or axillary but usually not cau- Miconia was described by Ruiz and Pavon in 1794, with
liflorous, anthers lacking pedoconnectives, unappendaged, or three species. It was under Naudin (1851) that the genus ac-
with only small dorsobasal connective appendages, fleshy fruits, quired its present circumscription through the inclusion of
and noncochleate seeds. Within the Miconieae, the genus Miconia several genera. Some of these were then used as the basis of
is clearly paraphyletic (Judd and Skean 1991; Michelangeli named infrageneric taxa, such as Miconia sects. Jucunda, Cre-
et al. 2004; Martin et al. 2008). It has long been known that manium, Chaenopleura, and Glossocentrum. Triana (1871) and
genera within the tribe are poorly characterized, often difficult Cogniaux (1888, 1891) ‘‘improved’’ on Naudin’s sectional clas-
to discern, or even arbitrarily defined (Baillon 1887; Cogniaux sification (table 1), attempting to recognize what they perceived
1891; Gleason 1925a, 1932b, 1958; Macbride 1941; Wurdack as related species groups. Cogniaux (1891) published what would
1972, 1980; Judd 1986, 1989; Judd and Skean 1991). Perhaps be the last complete revision of the genus, including 518 spe-
the best definition for Miconia came from Judd and Skean cies. From then on, Miconia has been studied only in regional
(1991, p. 54), who, paraphrasing Macbride (1941), stated floras, the most important being those from Mesoamerica
that ‘‘if a particular species does not fit into any of the related, (Almeda, forthcoming); Cuba (Liogier 1963); Jamaica (Proc-
segregate genera it should be placed in Miconia.’’ The little in- tor 1972); Hispaniola (Liogier 2000); the Lesser Antilles (How-
formation about chromosomes suggests a base number of ard 1989); Trinidad and Tobago (Williams 1928); Venezuela
x¼17 for the entire tribe (Solt and Wurdack 1980; Almeda (Wurdack 1973); the Guianas (Wurdack et al. 1993); Ecuador
and Chuang 1992; Almeda 1997), with polyploidy also occur- (Wurdack 1980); Peru (Macbride 1941); and the states of Pa-
ring in scattered species. raná (Goldenberg 2004), Santa Catarina (Wurdack 1962), and
Following Cogniaux (1891) and Judd and Skean (1991), São Paulo (Martins et al. 1996) in Brazil. These studies docu-
we could define the genus Miconia as including members of mented the ever-expanding melastome inventory for these geo-
Miconieae that are woody and have these traits: nonformicarial graphic areas, but they made no serious attempts to provide a
leaves; terminal inflorescences; hypanthium not apically con- better circumscription of Miconia or its sections. The only no-
stricted; calyx of small lobes, not forming a stout, conical, table exceptions to this floristic emphasis are the recent revi-
circumscissile cap; free petals with obtuse, rounded, or emar- sions of sect. Hypoxanthus (former Chaenanthera; Goldenberg
ginate apices; and anthers without a bifurcation at the base. 2000) and of the Antillean clade of Miconia sect. Chaenopleura
As in many other large angiosperm genera (Kress et al. 2005), (including a phylogenetic analysis; Judd 2007). Detailed sys-
one is forced to recognize Miconia only by eliminating other tematic work has also been provided for some species groups
genera; i.e., it is distinguished only by the plesiomorphic char- within Jucunda, Tamonea, and Adenodesma (Gleason 1932a).
acters within the tribe (Judd and Skean 1991; Judd 2007). If We note that the related genera Tococa (Michelangeli 2005)
we follow the generic alignments proposed by Cogniaux (1891), and Charianthus (Penneys and Judd 2005) have also been re-
the genera most closely resembling Miconia are Clidemia cently monographed, and these studies have included phyloge-
D.Don, Tetrazygia Cogn., Leandra Raddi, and Charianthus netic analyses involving species of Miconia. Mecranium, which
D.Don. All five have paniculate, multiflowered, terminal, or has also been revised (Skean 1993), was the first clade within
pseudolateral inflorescences. However, Clidemia usually has the tribe to be the subject of a phylogenetic analysis.
pseudolateral inflorescences and unappendaged stamens; many The sections proposed by Cogniaux (1891) were based pri-
but not all species have long external calyx teeth; Tetrazygia marily on stamen morphology, but he also used hypanthium
has a long hypanthium, with a constricted apex; Leandra (in- and calyx morphology (as well as other reproductive charac-
cluding Platycentrum Naudin and Pleiochiton Naudin; fol- ters; see table 2). These sections differ markedly in size, rang-
lowing Wurdack 1984; Judd and Skean 1991) has acute petals; ing from six to 248 species, and distinctions among some of
and Charianthus has red pseudocampanulate corollas and ri- them are frequently unclear. Nevertheless, much of the taxo-
mose anthers and lacks druse crystals (Penneys and Judd nomic confusion results from species that either were clearly
2005). Also related to Miconia are Tococa Aubl. and Maieta misplaced by Cogniaux or are poorly known (and thus diffi-
Aublet (both usually with leaves bearing formicaria), Anaecto- cult to place). There are also species (or species groups) that
calyx Triana (with anthers bifurcate at the base), Conostegia have unexpected character combinations that preclude clear
GOLDENBERG ET AL.—PHYLOGENY OF MICONIA (MELASTOMATACEAE) 965

Table 1
History of the Infrageneric Classification of Miconia
de Candolle (1828) Naudin (1851) Triana (1871) Cogniaux (1891)
Miconia sections: Miconia subgenera: Miconia sections: Miconia sections:
1. Leiosphaera 1. Adenodesma 1. Jucunda 1. Jucunda
2. Eriosphaera 2. Diplochita 2. Laceraria 2. Tamonea
3. Miconia 3. Jucunda 3. Octomeris 3. Adenodesma
4. Laceraria 4. Diplochita 4. Octomeris
Other genera: 5. Miconia 5. Miconia 5. Laceraria
Cremanium 5.1 Haplostachyae 6. Glossocentrum 6. Miconia
Diplochita 5.2. Diplostachyae 7. Hypoxanthus 6.1. Aplostachyae
Chaenopleura 5.3. Impetiolares 8. Amblyarrhena 6.2. Diplostachyae
5.4. Glomeratiflorae 9. Cremanium 6.3. Impetiolares
5.5. Stenostachyeae 10. Chaenopleura 6.4. Glomeratiflorae
5.6. Seriatiflorae 6.5. Seriatiflorae
5.7. Paniculares Other genus: 6.6. Paniculares
6. Amblyarrhena Pterocladum 7. Glossocentrum
7. Arrhenotoma 8. Chaenantheraa
8. Cremanium 9. Amblyarrhena (incl. Hartigia)
8.1. Pseudocremanium 10. Cremanium
8.2. Chiloporus 11. Chaenopleura
9. Hartigia
10. Chaenanthera
10.1. Euchaenanthera
10.2. Chaenopleura
10.3. Dichaena
a Synonymized under sect. Hypoxanthus by Goldenberg (2000).

assignment to any existing section. Finally, most sections have try, and chromosome numbers. As systematists, we are faced
no designated types, except for sects. Chaenopleura and Ta- with some practical difficulties. How do we begin to determine
monea, whose names came from genera that were described (and diagnose) the most significant clades within an obviously
based on single species, and sect. Hypoxanthus, whose type nonmonophyletic Miconia? And how are we going to deal with
has been designated only recently (Goldenberg 2000). For ex- this large slice of melastome—and also angiosperm—diversity?
ample, sect. Jucunda comes from the genus described by Cha- Because we cannot work on a ‘‘ground zero’’ basis, i.e., simply
misso (1834), with six species, all of them synonimized under throw away the taxonomic information that is available, we
three other species by Cogniaux (1891), of which only two were present here the available phylogenetic data on Miconia and
placed by him within sect. Jucunda; he considered the third compare them with the existing infrageneric classification. In
in sect. Miconia. Section Miconia was established by de Can- addition, various clades within Miconia will be compared to
dolle (1828) with 51 species, and these were placed in several other genera in the tribe.
different sections in the classification proposed by Cogniaux
(1891). Given these taxonomic factors, it is not possible to
use the type species as stakes to position the sections in the
Material and Methods
trees. Instead, we have adopted, for the purposes of this arti-
cle, the sectional circumscriptions of Cogniaux (1891; as slightly
Taxon Sampling
modified by Goldenberg [2000]) because his monograph is the
only current comprehensive taxonomic treatment of Miconieae. The appendix in the online edition of the International Jour-
The most compelling rationale for attempting this study is nal of Plant Sciences contains all of the names, voucher infor-
that we now have modern techniques at our disposal to criti- mation, and GenBank accession numbers for the 481 sequences
cally analyze difficult paraphyletic groups and make progress of the internal transcribed spacer region of the nuclear ribo-
in identifying their component clades. While poorly defined, somal DNA (nrITS) and the 247 sequences of ndhF included
Miconia has an astonishing number of species, and these are in this study. The nrITS data set includes 21 species of Meria-
often conspicuous members of the Neotropical flora. In the nieae, one species of Eriocnema, and 459 accessions from the
absence of modern taxonomic treatments, we lack a phyloge- Miconieae. These 459 sequences correspond to 449 species
netic perspective not only of variation in traditionally em- because multiple infraspecific taxa were included for three
ployed morphological features (e.g., inflorescence architecture, species and five widely distributed and highly variable species
hypanthium shape, or staminal features such as the form of of Miconia (Miconia calycina, M. dodecandra, M. minutiflora,
the pores/slits or connective appendages) but also of more M. mirabilis, and M. theaezans) are represented by multiple se-
difficult-to-access features such as pollen, secondary chemis- quences. Additionally, another 22 species were sequenced for
Table 2
Sectional Features as Defined by Cogniaux (1891)
Anthers (shape, glands, Hypanthium
Section dehiscence, length)a (shape, length) Calyx (dehiscence, lobes) Others
Jucunda (Cham.)
Triana (24) Elongate, linear-subulate, falcate, Oblong, 2–7 mma Open in bud, lobes triangular to lanceolate Petals frequently subacute
not glandulose, one minute pore,
2.7–9 mm
Tamonea Cogn. (71) Elongate, linear-subulate, falcate, Oblong, 2–7.5 mm Open in bud, lobes absent or denticulate Petals obtuse to retuse
not glandulose, one minute pore,
2–11 mm
Adenodesma (Naudin)
Cogn. (6) Elongate, linear-subulate, flexuose, Oblong, 3.8–6.5 mm Open in bud, lobes absent or short Leaves sessile
glandulose, one minute pore, 2.6–8 mm
Octomeris (Naudin)
Benth. & Hook.f. (58) Elongate, linear-subulate, not glandulose, Campanulate, 2.5–8 mm Open in bud, lobes irregular or triangular
one minute pore, 1.1–10 mm
Laceraria (Naudin)
Triana (21) Elongate to linear-subulate, not Campanulate, 1–2.3 mm Closed in bud, opening through irregular
glandulose, one minute pore, .9–2 mm lobes
Miconia DC. (248)b Short, linear, straight, apex attenuate, Campanulate to hemispheric, Open in bud, lobes obsolete or triangular Connective with ventral
one or two minute pores, 1–5 mm 1.2–4 mm appendages
Glossocentrum (Crueger)
Hook.f. (84) Short, linear, straight, apex truncate, Campanulate to hemispheric, Open in bud, lobes short Connective lacking or only
one or two large pores, .7–4 mm .8–4 mm with a dorsal appendage
Hypoxanthus (Rich. Ex
DC.) Hook.f. (17) Short, linear, straight, one or two Campanulate to hemispheric, Open in bud, lobes obsolete or triangular Connective lacking or only
rimose, .4–2.3 mm .9–2.4 mm with a dorsal appendage
Amblyarrhena (Naudin)
Triana (206) Very short, wide, obovate to oblong, Campanulate, 1.3–6 mm Open in bud, lobes obsolete or short Panicles regular
straight to slightly arcuate, apex obtuse
to retuse, one minute pore, .8–4.3 mm
Hartigia Griseb. (8)c Very short, wide, obovate to oblong, Campanulate, 1.3–2.2 mm Open in bud, lobes obsolete or short Panicles scorpioid
straight to slightly arcuate, apex obtuse
to retuse, one minute pore, 1.3–1.9 mm
Cremanium (D.Don)
Hook.f. (209) Very short, subcuneate, straight, apex Wide-campanulate, .7–4.5 mm Open in bud, lobes obsolete or short
rounded to retuse, two to four large
pores, .3–2.7 mm
Chaenopleura (Rich. ex
DC.) Hook.f. (87) Very short, obovate or cuneate, apex Suburceolate, 1.3–6 mm Open in bud, lobes short
obtuse, pore ventrally prolonged into
one or two slits, .4–3.2 mm
Note. The number of species appears in parentheses after each section name (following Goldenberg 2000).
aMeasurements based on work by Wurdack (1962, 1973, 1980), Martins et al. (1996), Goldenberg (2000), Judd (2007), and Almeda (forthcoming).
b Cogniaux (1891) recognized six subsections (see table 1) based on inflorescence and leaf morphology. The distinctions of these subsections are insignificant, and subsequent students of

Miconia did not assign new species to any of the subsections.


c Hartigia has been treated as a subsection of Amblyarrhena by Cogniaux (1891) but is discussed apart from it in this article.
GOLDENBERG ET AL.—PHYLOGENY OF MICONIA (MELASTOMATACEAE) 967

multiple accessions but are represented here by a single se- tions and reagents were similar to those used for the internal
quence each because there was no intraspecific variation transcribed spacer (ITS), but the annealing temperature was set
in those cases. Within the Miconieae, the sampling spans 16 to 48°C, and DMSO was not included. Alternatively, a similar
genera (only Catocoryne, Killipia, and Kirkbridea were not PCR program was run with 10 initial cycles with an annealing
sampled). The four genera (Cyphostyla, Allomaieta, Alloneuron, temperature of 45°C, followed by 25 cycles with an annealing
and Wurdastom) assigned to tribe Cyphostyleae (Gleason temperature of 48°C.
1929) and placed in Miconieae by Renner (1993) also were Cycle sequencing reactions were performed with the same
not sampled here. Miconia is represented by 218 sequences PCR primers, using ABI Prism Big Dye 3.1 terminator cycle
from 212 taxa and 208 species (;20% of the species of Mico- sequencing kit (Perkin Elmer, Norwalk, CT), and were then
nia). All sections of Miconia were sampled (sectional placement analyzed with an Applied Biosystems 377XL automated DNA
following Goldenberg 2000): Adenodesma (3 spp. sampled), sequencer. Resulting sequences were edited using Sequencher
Amblyarrhena (24 spp.), Hypoxanthus (9 spp.), Chaenopleura 4.5 (GeneCode, Ann Arbor, MI).
(29 spp.), Cremanium (28 spp.), Miconia (52 spp.), Glosso-
centrum (22 spp.), Hartigia (4 spp.), Laceraria (4 spp.), Octo- Sequence Alignment and Phylogenetic Analyses
meris (11 spp.), Tamonea/Jucunda (19 spp.), and incertae sedis
(3 spp.). The ndhF data set is a subset of the nuclear data The complete matrix was initially aligned using CLUSTAL
set containing 13 species of the Merianieae and 234 species X (Thompson et al. 1997) and then adjusted manually, espe-
of the Miconieae (145 from Miconia; again, all sections were cially at the edges of large insertions/deletions (indels). Data
sampled). editing, manual alignment, tree viewing, and character opti-
The tribe Merianieae has been chosen here as the outgroup mization were performed in WinClada (Nixon 1999–2002).
because it has repeatedly been shown to be sister to the Mi- Indels were coded using the ‘‘simple gap coding’’ method of
conieae sensu stricto (Clausing and Renner 2001a, 2001b; Simmons and Ochoterena (2000), as implemented in 2xRead
Renner et al. 2001; Fritsch et al. 2004; Michelangeli et al. (Little 2005).
2004; Renner 2004) and including taxa from more distantly Three phylogenetic analyses were conducted using the
related tribes rendered the alignment of the nrITS data prob- parameters described below: the nuclear (ITS) and plastid
lematic. Preliminary analyses of more than 300 sequences of (ndhF) data sets were each analyzed separately and in a com-
ndhF spanning the entire family confirmed the sister relation- bined analysis, using all nrITS and ndhF sequences. All maxi-
ship of Merianieae and Miconieae. Additionally, Eriocnema, mum parsimony analyses were performed with TNT (Goloboff
a capsular-fruited taxon from Brazil that has been tradition- et al. 2001). One thousand random addition sequence repli-
ally placed in the Microliceae, was included in this analysis cates holding 20 trees per replicate were conducted. Each start-
because it has been shown to be sister to the remaining mem- ing tree was first exhaustively swapped with subtree pruning
bers of the Miconieae (Fritsch et al. 2004; Martin et al. 2008). and regrafting, then tree bisection reconnection (TBR), and
Most of the genomic DNA used in this study was isolated was then subjected to a 200-iteration ratchet (Nixon 1999).
from silica-dried leaf tissue, but herbarium material was used The ratchet used a probability of 5 for both up-weighting and
for ;8% of the taxa. DNA extractions were performed using down-weighting; 10% of the informative characters were re-
the Qiagen DNeasy plant mini kit, following the manufac- weighed for each replicate (other parameters were set to default).
turer’s protocol with the addition of 30 mL of Proteinase K After the random addition sequences were complete, trees were
(20 mg/mL) and 30 mL of b-mercaptoethanol to each sample swapped to 750,000 trees using TBR.
along with the AP1 buffer. The homogenate was incubated at Strict consensus jackknife support values were calculated
42°C for 12 h, with slow rocking. Alternatively, the glass milk from 1000 replicates (Farris et al. 1996). Each replicate was
DNA extraction method, as outlined by Struwe et al. (1998), performed with 20 random taxon entry sequences and swapped
was employed. For some samples that were hard to amplify, using the parameters described above. Branches were collapsed
the glass milk extraction method was used to clean DNA iso- if supported ambiguously. The consensus tree was retained from
lated with the DNeasy kit. each replicate.
The nrITS was amplified using specific primers, as detailed
by Michelangeli et al. (2004). PCR was performed in a 25-mL
volume with the following reaction components: 0.8 mL tem- Results
plate DNA (;30 ng/mL), 2.5 mL 10X Ex Taq buffer (Takara
Bio), 0.2 mM dNTP mixture, 6.5 mg BSA, 1 mmol of each primer, The aligned nrITS data matrix is 1050 bp long, of which 387
2 units of Takara DNA polymerase (Takara Bio), and 5% (v/v) of sites are potentially informative. Simple gap coding yielded 321
DMSO. The PCR parameters were 94°C for 5 min and 35 cycles indels, of which 183 are potentially informative. The aligned
of 94°C for 10 s, 50°C for 45 s, and 72°C for 50 s, followed by ndhF data matrix is 1000 bp long, with 154 potentially infor-
72°C for 10 min. mative sites. Nineteen gaps were coded, and only four are po-
The ndhF gene was amplified with primers developed by tentially informative.
Olmstead and Sweere (1994). Following Clausing and Ren- All phylogenetic analyses were stopped once 750,000 most
ner’s (2001b) study, we amplified the 39 end of the gene between parsimonious trees (MPTs) were stored and memory capacity
positions 972 (i.e., codon 305 of solanaceous sequences) and was reached. MPTs of the nrITS analysis have length ðLÞ ¼ 3171,
1955, using forward primer ndhF-972F, reverse primer ndhF- consistency index ðCIÞ ¼ 0:27, and retention index ðRIÞ ¼ 0:75,
1955R, and one or two pairs of internal primers (ndhF-1318F, and in the strict consensus, 256 nodes are collapsed (not shown).
ndhF-1318R, ndhF-1603F, and ndhF-1603R). Sequencing condi- The ndhF analysis yielded MPTs of L ¼ 486, CI ¼ 0:47, and
968 INTERNATIONAL JOURNAL OF PLANT SCIENCES

RI ¼ 0:79, and 181 nodes (for 247 taxa) are collapsed in the strict sects. Amblyarrhena, Hartigia, and Octomeris. The species in
consensus (not shown). In both analyses, Miconieae (including this clade either are restricted to the Greater Antilles (Mecra-
Eriocnema) is resolved as monophyletic. In the ndhF analysis, nium) or northwestern South America (Miconia pulvinata,
there is very little resolution within Miconieae, but the resulting M. spinulosa, and M. ulmarioides) or are widespread but with
clades are not in conflict with those present in the strict consensus a strong Antillean and Central American presence (M. racemosa,
of the nrITS analysis. The combined analysis yielded MPTs of M. ciliata, and M. lacera).
L ¼ 3818, CI ¼ 0:28, and RI ¼ 0:74, and in the strict consensus, Miconia III is made up by mainly Andean, Central American,
209 nodes are collapsed (figs. 1–3). Even though jackknife support and Antillean species of Miconia, from sects. Chaenopleura,
values are not particularly high along the spine of the tree, they Cremanium, and Amblyarrhena, plus single species from sects.
are considerably higher in the combined analysis than in the nrITS Octomeris and Miconia and a few from Leandra and Clidemia.
analysis alone for all clades. Because there is no hard conflict be- All species sampled from Chaenopleura are included in this
tween the nuclear analyses and the plastid analyses or between clade, with all Greater Antillean species except for two (M.
these and the combined analysis and because the combined analy- selleana and M. stenobotrys) plus one from Central America
sis both is the best resolved and has the highest support values, (M. grandidentata) in one subclade. The Andean and Central Amer-
from here on, we will discuss only the results of the combined ican species of sects. Chaenopleura, Cremanium, and Amblyar-
analysis. rhena are interdigitated and dispersed across the grade at the
Species of Miconia are present in almost every clade within base of the clade, with at least four species of sect. Chaeno-
Miconieae(figs. 1–3). They are absent only from the Leandra þ pleura in a monophyletic subgroup (including the most recent
Ossaea (scorpioid), Tococa, and Ossaea p.p. clades, which will common ancestor [MRCA]—of M. bullata and M. latifolia).
not be discussed in detail here. On the other hand, they can Almost all species from sects. Cremanium and Amblyarrhena
be regarded as the major components of at least four clades sampled in this study belong to this clade, with some excep-
(Miconia I-IV) and one grade (Miconia V). In the other parts tions in clades Miconia IV and Caribbean þ Conostegia for
of the cladogram, species of Miconia occur in small subclades Cremanium and in several places for Amblyarrhena. The clado-
or are scattered among species from other genera, as in the gram shows no resolution among species from these two sec-
Caribbean þ Conostegia, Mecranium þ allies, and Leandra s.s. tions or among the Andean Chaenopleura.
clades and the Clidemia grade. Approximately 85% (188 out Miconia IV has 69 terminals, with all but four (all from Cli-
of 220) of the terminals sampled here that belong to Miconia demia) belonging to Miconia. These consist of species mainly
are in the five clades and grade (Miconia I–V), which also from sects. Tamonea/Jucunda, Miconia, and Glossocentrum
include all species from sects. Tamonea/Jucunda, Laceraria, but also part of sect. Hypoxanthus, the extra-Andean South
Chaenopleura, Glossocentrum, Hypoxanthus, and Adenodesma; American species from sect. Cremanium, and one species each
almost all species from sects. Cremanium and Amblyarrhena from sects. Laceraria and Octomeris. The distribution of the
(excluding Hartigia); and most terminals from sect. Miconia. species based on traditional sectional assignments does not fol-
Thus, the only Miconia groups that are absent or unimportant low a clear pattern. For instance, the five extra-Andean mem-
in these clades are sect. Hartigia (formerly in sect. Amblyarrhena) bers of sect. Cremanium are in three different subclades, while
and sect. Octomeris (including the species transferred from the three species of sect. Hypoxanthus are in two subclades.
Heterotrichum). Nevertheless, species from sect. Tamonea/Jucunda always seem
The Miconia I and II clades are the basalmost branches in to cluster with species from sect. Miconia, and similarly, species
the tribe, and both are composed exclusively of species of of sect. Glossocentrum often are placed as close relatives of
Miconia. Miconia I has three species from sect. Tamonea and others in sect. Miconia. This group has a strong geographical
also one from sect. Miconia. Miconia II has three out of the presence in extra-Andean South America, with some wide-
four sampled species from the small sect. Laceraria. spread species reaching Central America and the Caribbean
The Caribbean þ Conostegia clade consists of a grade and one small lineage (M. striata and allies) from the Lesser
made up of mainly species and small clades from the Antilles, Antilles and adjacent South America. The subclades including
from the genera Miconia and Ossaea (with some of the latter the MRCAs of M. rubiginosa/M. ligustroides and M. discolor/
often considered within Leandra), and all sampled species of M. cinerascens have mostly eastern Brazilian and Amazonian
the genera Calycogonium, Tetrazygia, Pachyanthus, and Char- species, along with some widespread ones (i.e., M. chrysophylla,
ianthus. This clade also has a subclade with northern South M. albicans, and M. stenostachya). The subclade including the
American and Central American species, with all sampled spe- MRCA of M. smaragdina and M. magdalenae contains the
cies of Conostegia included, plus a few species of Leandra, Cli- type of the genus, M. triplinervis, and is composed mostly of
demia, Miconia, and Tococa. The species of Miconia in this species from sect. Miconia from the Andes, Mesoamerica, or
large clade belong to sects. Cremanium and Octomeris, both at the Antilles; however, some species within this subclade are
the base of the grade, and also a small clade with six Cuban currently assigned to other sections or occur in extra-Andean
and Puerto Rican species from sects. Octomeris, Amblyarrhena, South American regions.
and incertae sedis, along with two species from other genera. In The Miconia V grade is composed of three clades. The first
the Conostegia subclade, there are four species of Miconia, is composed of Clidemia heptamera and two species of Mico-
from sects. Miconia and Octomeris, and one incertae sedis. nia, these from sects. Amblyarrhena and Miconia. The second
The Mecranium þ Anaectocalyx þ allies clade contains a is made up of species of mainly Leandra (mostly sect. Tschu-
grade made up of primarily species and small clades from dya; see Martin et al. 2008) and M. ceramicarpa (sect. Mico-
Miconia, Tococa, and Clidemia, plus all sampled species of nia), mostly from the Guayana Shield. The large third clade
Anaectocalyx and Mecranium. The species of Miconia belong to has species of Miconia, mainly representatives of sects. Tamonea/
Fig. 1 Strict consensus tree resulting from the combined analyses of nrITS and ndhF sequence data. Numbers above the branches correspond
to estimated jackknife support. Sectional assignments within Miconia are indicated by color (see legend at the bottom of the figure). All names in
black belong to other genera. One asterisk indicates the type of the genus Miconia; two asterisks indicate the type of a section.
Fig. 2 Strict consensus tree (continued).

970
Fig. 3 Strict consensus tree (continued).

971
972 INTERNATIONAL JOURNAL OF PLANT SCIENCES

Jucunda and Miconia, and also species of sects. Glossocen- notes; Judd and Skean 1991). This hypothesis was probably
trum and Hypoxanthus, all three species sampled from sect. based on their relatively large flowers (table 2), somewhat re-
Adenodesma, and one eastern Brazilian species of sect. Am- sembling those in many genera outside Miconieae, and the
blyarrhena. The geographical distribution of the species fol- absence of specialized features (mostly involving the sta-
lows the same pattern found in Miconia IV: all but one (M. mens). In part, these authors were correct because Miconia I
ernstii, from Dominica) are from extra-Andean South America, is composed mostly of species of sect. Tamonea, but it is dif-
plus several widespread species. ficult to explain why the other species sampled from the first
The Clidemia grade has many isolated species and small three sections are positioned in Miconia IV and V. Neverthe-
clades composed of species of Clidemia, Leandra, Miconia, less, these species are frequently positioned in basal grades or
Leandra, Tococa, and Maieta, plus a large clade (including basally within each clade or subclade in our trees. The same
the MRCA of Sagraea capillaris and Clidemia septuplinervia) pattern can be found, with some exceptions, in sect. Octomeris, in
with several species of Clidemia, plus some from Ossaea, Sa- the Caribbean þ Conostegia and Mecranium þ Anaectocalyx þ
graea, and the monospecific Necramium. All the eight species allies clades. Wherever there is a species of sect. Tamonea/Jucunda
of Miconia in this grade belong to sect. Miconia, but these at the base of a clade, there is not one from sect. Octomeris, and
species are not placed together in the cladogram. vice versa. Also, wherever there is a species of sect. Tamonea/
Finally, the Leandra s.s. clade has only a single sampled spe- Jucunda at the base of a grade or clade, it is almost always related
cies of Miconia (sect. Octomeris). The remaining species of this to species from sect. Miconia and rarely related to species in the
clade, which are from eastern Brazil, belong mainly to Lean- predominantly West Indian/Andean clades with species from sects.
dra, but a few species of Clidemia, Ossaea, and Pleiochiton are Cremanium, Amblyarrhena, and Chaenopleura. The opposite is
also placed here. true for the basally placed species of sect. Octomeris, which are al-
most never related to species from sect. Miconia but are frequently
related to species from Cremanium, Amblyarrhena, and Chaeno-
pleura. If one considers the position of these species of sects. Ta-
Discussion monea/Jucunda and Octomeris, then it may be logical to assume
that they could have retained an array of ancestral character states
The best way to evaluate morphological character evolution (for the tribe), and thus, the traditional circumscription of these
would be to produce a complete morphological character ma- sections may have been based on these symplesiomorphic charac-
trix parallel to the molecular matrix, and this is currently un- ters. Judd and Skean (1991) stated that almost every specialized
der way. Because of the large number of taxa in this study and line in Miconieae has basal species that in some way resemble
the fact that most of the anatomical and seed morphology por- those in sect. Tamonea/Jucunda or Octomeris. The same authors
tion of this study is just beginning, at this point, we will be dis- also noted that the difficulties found in the delimitation of groups
cussing only those morphological characters that have been within Miconieae are due to the lack of morphological gaps,
traditionally used in delimiting genera within the Miconieae which could be related to rapid diversification from a basal com-
and sections within Miconia or characters currently known to plex, coupled with the lack of extinctions.
support more inclusive clades. The difficulty in defining the boundary between the Tamonea/
The sections of Miconia provide an efficient way to summa- Jucunda complex and sect. Miconia was emphasized by Golden-
rize morphological characters and can be used as a proxy for berg (2000). These problematic boundaries could be the result
character distribution through the group (see table 2). This is of mistaken/careless sectional placements of species by previous
especially true for the stamens, which have been extensively authors. We suspect, however, that a more likely explanation is
used to define these groups (Triana 1871; Cogniaux 1891; that the lack of a clear distinction between these three sections
Goldenberg et al. 2003; Judd 2007). For instance, long, sub- (as evidenced by the placement of their species on our clado-
ulate, and minute-pored anthers occur in sects. Jucunda, Ta- grams) relates to multiple and parallel evolutionary shifts in the
monea, Octomeris, and Adenodesma (fig. 4A, 4B, 4D), the size and shape of flowers and stamens, probably correlated with
latter also bearing glands on the connective. Shorter and linear pollination modes. This may have led to the independent and
anthers occur in sects. Miconia (still minute pored and with con- convergent origin of several lineages with smaller flowers and
nective appendages ventrally projecting; fig. 4P, 4Q), Glossocen- stamens (leading to the divergent placements of such species that
trum (broad pored and connective unappendaged or with a we see in our trees).
dorsal appendage; fig. 4G, 4H), and Hypoxanthus (broad, ven- The small sect. Adenodesma may be monophyletic; it is sup-
tral pores resembling slits that expose two locules; fig. 4L–4O). ported by at least one distinctive morphological synapomor-
Finally, short and cuneate or obovate anthers occur in sects. Am- phy, glands on the stamen connective (see Gleason 1932a). It
blyarrhena and Hartigia (with tiny apical pores; fig. 4C), Crema- has been regarded as a part of the Tamonea/Jucunda complex
nium (with two to four broad pores; fig. 4E, 4F), and (Gleason 1925a, 1932a), but in our cladogram, it is more
Chaenopleura (opening through slits that expose four locules; closely related to species of sect. Miconia, within a grade that
fig. 4I–4K). includes some species of the Tamonea/Jucunda complex.
From a phylogenetic perspective, Miconia sect. Octomeris
makes little sense, and the species traditionally assigned to
The Sections of Miconia with Elongate Anthers
this section are placed throughout several clades and are al-
Sections Jucunda, Tamonea, Adenodesma, and Octomeris most never paired with other members from the same section.
have been regarded as basally branching groups within the Judd and Skean (1991) suggested the transfer of some of its spe-
genus or even the tribe as a whole (J. J. Wurdack, personal cies to Clidemia and others to early-divergent lineages within
GOLDENBERG ET AL.—PHYLOGENY OF MICONIA (MELASTOMATACEAE) 973

Fig. 4 Stamens of Miconia. A, Miconia tomentosa (Rich.) D.Don (Lugo 4144, CAS); B, M. tuberculata (Naudin) Triana (Aymard 1848, CAS);
C, M. livida Triana (Wallnoffer 113–21782, US); D, M. jucunda (DC.) Triana (Tozzi 94–232, UEC); E, M. hymenanthera Triana (Asplund 16222,
US); F, M. theaezans (Bonpl.) Cogn. (Leitão-Filho 11873, UEC); G, M. cinnamomifolia (DC.) Naudin (Goldenberg s.n., UEC); H, M. tetragona
Cogn. (Vásquez 6864, US); I, M. hypiodes Urb & Ekman (Ekman 7552, US); J, M. bullata (Turcz.) Triana (Luteyn 6446, US); K, M. melanotricha
(Triana) Gleason (Standley 51574, US); L, M. chrysophylla (Rich.) DC. (Plowman, 12294, US); M, M. sellowiana Naudin (Glaziou 8690, BR); N,
M. sellowiana Naudin (Araújo 723, UEC); O, M. pusilliflora (DC.) Naudin (Goldenberg 37, UEC); P, M. tetrasperma Gleason (Vásquez 4747,
US); Q, M. tiliaefolia (Hutchinson 8655, US). Assignment of the species follows Cogniaux’s (1891) sections: A, Adenodesma; B, Octomeris; C,
Amblyarrhena; D, Jucunda; E, F, Cremanium; G, H, Glossocentrum; I–K: Chaenopleura; L–O, Hypoxanthus; P, Q, Miconia.

Tetrazygia. Within sect. Octomeris, several species resemble some cies from this distinctive clade are from Cuba and Puerto Rico and
members of sect. Amblyarrhena (i.e., those having campanulate have moderate-sized flowers, obovate to spathulate petals, strongly
hypanthia and stout, minute-pored anthers) but have larger flow- fused calyx lobes, few-seeded fruits, and—most notably—either
ers and anthers (table 2). Polyphyly explains the proximate posi- basal or, less commonly, axile placentation with the placental tis-
tions of some species of sects. Octomeris and Amblyarrhena (and sue reduced (but nonreduced in Pachyanthus monocephalus; E.
Hartigia) in several places in the cladogram. The small subclade Becquer, personal observation). Most are shrubs from strongly sea-
including the MRCA of Miconia pachyphylla and Pachyanthus sonal areas and occur on limestone soils, as is also characteristic
moaensis in the Caribbean clade is the only part of the cladogram of many other species within the Caribbean þ Conostegia clade.
where two species of Octomeris are placed together and in de- Finally, the two eastern Brazilian species of sect. Octomeris are re-
rived positions along with species from other sections. All the spe- solved in very distant clades: M. octopetala belongs to the Miconia
974 INTERNATIONAL JOURNAL OF PLANT SCIENCES

IV clade, and its flowers look like larger versions of those of spe- this region (Michelangeli et al. 2008) and are resolved as a
cies of sect. Glossocentrum; it also has the hairy leaves and glomer- monophyletic group with an actinomorphic androecium of
ulate inflorescences that apparently are shared among several white stamens with erectly held, obovate anthers that open by
species in the clade. Miconia plumosa has glandular trichomes and two longitudinal slits exposing the contents of the four locules,
narrow petals with a rounded tip, and it is not surprising that pale blue berries, and seeds with a smooth testa (Judd 2007).
it is resolved within the Leandra s.s. clade, which consists of The presence of a radially symmetrical androecium and usually
mainly eastern Brazilian species of Leandra (Martin et al. white anthers is shared with the related species of sect. Crema-
2008). nium. The phylogenetic proximity between Andean/Central Amer-
The small sect. Laceraria was established for a group of spe- ican Chaenopleura and Cremanium already has been suggested by
cies with a fused, irregularly rupturing calyx, a condition that Gleason (1925a) and Judd and Skean (1991), but some species,
is known for several other species of Miconia (Kriebel et al. 2005; such as M. nigricans (Peru) and M. melanotricha (Costa Rica and
Almeda, forthcoming) that have been variously assigned to sects. Panama), resemble certain Antillean ones in vegetative features. A
Amblyarrhena, Laceraria, and Miconia. Within the tribe, Cono- close relationship between Andean species of sects. Chaenopleura
stegia also has a calyx that is closed in bud, but it ruptures cleanly and Cremanium was also supported by the preliminary cladistic
along a well-defined circumscissile line and then falls away as a analysis of Judd (2007), and in that analysis (based on ITS se-
cap. The fact that three of the four species in the section form a quences), the Antillean species of sect. Chaenopleura form a clade
monophyletic group shows that this character may be a useful nested within a paraphyletic sect. Cremanium. Miconia tetrastoma
synapomorphy, although its presence also in M. striata (of Mico- (an Antillean species of sect. Cremanium) is resolved here within
nia IV), M. friedmaniorum (of the Conostegia clade), and some the Antillean Chaenopleura clade but has been previously placed
species of Clidemia and Tococa not sampled here indicates that it with other species from Cremanium (see Judd and Penneys 2004;
has arisen more than once within the genus and tribe. A similar Judd 2007). The phylogenetic position of M. desportesii and M.
condition is exhibited by M. rubiginosa (of Miconia IV), which sphagnicola, which may be close relatives of M. tetrastoma, is in
has a calyx tube and lobes that are circumscissile and collectively need of additional study (Judd and Penneys 2004).
fall away as a ring on fruiting hypanthia. An irregularly rupturing As for the rest of the clade, it seems that all species share
calyptrate calyx is a putative synapomorphy of Mecranium (in the the characteristic short, stout anthers, but the mode of dehis-
Mecranium þ Anaectocalyx þ allies clade). cence has evolved in at least two different ways: either the
Although it is evident from the above discussion that the spe- two to four broad-pored Cremanium type (sometimes ven-
cies of Miconieae with elongate anthers constitute an extremely trally inclined and resembling longitudinal slits in those spe-
polyphyletic assemblage, having representatives in widely di- cies assigned to sect. Chaenopleura) or the single small-pored
vergent positions in our cladograms (see figs. 1–3), many of Amblyarrhena type, although intermediates occur. Broader
these species do form a clade (i.e., those occurring primarily in character sampling among these groups could determine
the Caribbean region). The Caribbean clade exhibits extensive whether the species of Amblyarrhena and Cremanium belong
morphological diversity; major subclades include the core Tetra- to distinct clades and how many times broad-pored or small-
zygia (including the MRCA of Tetrazygia bicolor and Tetra- pored anthers have evolved. Also, studies of pollination ecol-
zygia cristalensis), Charianthus (Penneys and Judd 2005), the ogy may help us understand the selective pressures driving
core Pachyanthus (including the MRCA of Pachyanthus cuben- changes in anther morphology because these species probably
sis and Pachyanthus tetramerus), and the basal placentation- lack nectar and offer only pollen as a reward. The way that
reduced placenta clade (including the MRCA of M. pachyphylla pollen is collected from the anthers by visitors must be differ-
and P. moaensis; see Becquer-Granados et al. 2008). Finally, ent because the size of the pores is different. Wind may also
Conostegia, a well-defined genus whose species often have pleio- help to facilitate pollen removal from broad-pored anthers
stemonous flowers and lack external calyx lobes, with the inner (F. Almeda, personal observation).
lobes fused into a stout, conical calyptra (Schnell 1996), is also Some species of sect. Cremanium that are distributed out-
apparently related to these Caribbean taxa. side the Andes and Central America are not resolved in Mico-
nia III. The eastern Brazilian species of sect. Cremanium were
placed by Cogniaux (1891) in this section because their an-
thers have two broad pores. However, their anthers are not
Miconia Sects. Amblyarrhena, Cremanium, and
short and cuneate, as are those of their Andean counterparts,
Chaenopleura and the Andean/Central
but slender and oblong, and they resemble those of sect. Glos-
American/Antillean clade
socentrum. In fact, the number of pores, whether one or two,
All species from sect. Chaenopleura and the majority from is sometimes difficult to assess because it depends solely on
sects. Cremanium and Amblyarrhena belong to a single clade the persistence, thickness, and degree of protrusion of the sep-
(Miconia III). These three sections account for ;500 species, tum between the two thecae (see Goldenberg et al. 2003).
close to half of the described species of Miconia. Except in the Also M. tetrandra, from the Antilles, has anthers that are
Antillean Chaenopleura subclade, the relationships among the more slender than those of core Cremanium, despite its large
species in this clade are unclear. Nevertheless, this clade ex- pores. In the same way, the only Brazilian species from sect.
hibits strong geographical cohesion. As mentioned, a distinct Amblyarrhena (M. ramboi) is placed in the Miconia V grade,
subclade is restricted to the Antilles, and the remaining species along with species from the same region that belong to other
occur in the Andes or Central America, along with the wide- sections. This species and other Brazilian Amblyarrhena (M.
spread M. theaezans. The species of sect. Chaenopleura in the paradoxa and M. penduliflora; not sampled for this study)
Greater Antilles represent a major radiation of the family in have anthers that do not look like their Andean counterparts;
GOLDENBERG ET AL.—PHYLOGENY OF MICONIA (MELASTOMATACEAE) 975

instead they are similar to those of species of sect. Miconia and Glossocentrum. The species of sect. Miconia are always inter-
but shorter and thicker. mixed with species of sects. Tamonea/Jucunda, Glossocentrum,
and Hypoxanthus and the few species of eastern Brazilian Crema-
Section Hartigia and Relatives in the Mecranium, nium, Octomeris, and Amblyarrhena. They are also frequently
Anaectocalyx, and Allies Clade mixed with species of Clidemia, Leandra, and even Conostegia.
Cogniaux (1891) divided sect. Miconia into six subsections based
The distinction of Hartigia as a section apart from Amblyar-
largely on inflorescence morphology. An attempt to plot these sub-
rhena seems to be correct because all its species belong to a sin-
sections onto the cladogram (not depicted) showed that they do
gle subclade within the Mecranium þ Anaectocalyx þ allies
not deserve further consideration.
clade. The distribution of these species agrees with that of their
The Ossaea p.p. clade (¼Ossaea sect. Octopleura) is placed
counterparts in the clade: all come from Central America and
as the sister group of Miconia IV (which includes many species
northern South America, as well as the Antilles, and there is at
of sect. Miconia), and both groups contain many species with
least one widespread species (M. ciliata). The two morphologi-
ribbed hypanthia and dorsobasal anther appendages (these
cal characters that define Hartigia occur elsewhere in the tribe
are sometimes gland edged). These features could be synapo-
but not together. The first one is the scorpioid inflorescence,
morphic, and this clade is discussed in more detail by Judd
which has apparently evolved in only two other clades within
and Skean (1991).
Miconieae (twice in Miconia IV and in the scorpioid Leandra þ
The species of sect. Glossocentrum are placed in three differ-
Ossaea clade). This unusual inflorescence architecture may
ent regions of the cladogram: M. rubiginosa and M. discolor
help to position reproductive structures in a way that optimizes
subclades in Miconia IV and the large subclade including the
pollination and fruit dispersal. In some species with scorpioid
MRCA of M. furfuracea and M. rigidiuscula in Miconia V. The
inflorescences, the flowers are somewhat congested at anthesis,
species with glabrous to glabrescent leaves and regular panicles
but the inflorescence axes lengthen in fruit. Thus, flowers can
(i.e., nonglomerulate and nonscorpioid inflorescences) are re-
be offered close to each other for pollinators, but the fruits are
stricted to the M. rubiginosa and M. furfuracea subclades, and
offered individually for the dispersers. The second character is
they have remarkably similar inflorescences and vegetative
the short, stout, and minute-pored anthers. Similar anthers ap-
characters. On the contrary, all the species in the M. discolor
parently evolved at least twice in the Mecranium þ allies clade
subclade have hairy abaxial leaf surfaces and glomerulate or
and perhaps more than once in Miconia III.
scorpioid inflorescences.
A related, well-supported clade is represented by Mecra-
The species sampled from sect. Hypoxanthus come out in
nium, a group that is easily distinguished from the species of
the same three subclades cited for Glossocentrum (figs. 2, 3). In
sect. Hartigia (as well as other species of Miconia) by its axil-
these three lineages, the species from both sections are always
lary inflorescences. Other putative synapomorphies include
placed together. Goldenberg (2000) found that sect. Hypoxan-
the calyx lobes fused into a domelike, apiculate cap that rup-
thus has two distinctive groups: one bearing stamens with long
tures irregularly at anthesis, the reduced external calyx lobes,
anthers on short to absent basal connective prolongations and
an androecial fringe, and perhaps the four-merous flowers
the other with very short anthers on long connectives. All of
(Skean 1993). Tococa broadwayi and Tococa perclara form a
the species with long anthers on short connectives are in the
clade; these species, which do not produce formicaria, are
Miconia V grade (M. furfuracea subclade), while the species
not placed in the Tococa clade, in agreement with the mor-
with short anthers on long connectives are in both subclades in
phological cladistic analysis of Michelangeli (2000). Anaecto-
the Miconia IV clade. Thus, these two groups are nonmono-
calyx is from South America and has conspicuously bracted,
phyletic. Finally, species from both sections that have anthers
six-merous flowers with a calyx composed of prominent, in-
opening through slits (sects. Hypoxanthus and Chaenopleura)
dividually caducous lobes and anthers, with the thecae and
are not directly related. According to Cogniaux (1891), they
part of the connective bilobed and prolonged ventrally below
differ only in the shape of the anthers (linear in the former and
the insertion of the filament.
obovate to cuneate in the latter), but if we exclude the Andean
species from Chaenopleura, the species in this section have an-
Miconia Sects. Miconia, Glossocentrum, and
thers that expose four locules, while species from Hypoxanthus
Hypoxanthus and the South American
expose only two (Goldenberg et al. 2003; Judd 2007). Prob-
Lowlands Clades
lems regarding the diffuse sectional limits between sects. Miconia
Species from sect. Miconia are restricted only to the large and Glossocentrum, between Glossocentrum and Hypoxanthus,
clade that comprises all species from Miconia IV to Leandra s.s., and between Glossocentrum and Cremanium have already been
except for a few species placed in Miconia I and Miconia III and noted (Goldenberg 2000; Goldenberg et al. 2003) and certainly
in the Conostegia subclade. Nevertheless, they are absent in some point to convergent evolution of staminal morphology.
large portions of this clade, such as in the Leandra s.s. clade
and in a large part of the Clidemia grade. This suggests that
Stamens and Pollination
most of the species of sect. Miconia have no close relationship
to the species in core Cremanium, Amblyarrhena, or Chaeno- The conventional delimitation of sections in Miconia has
pleura. The species of this section also appear not to be inti- been based largely on stamen morphology. When one looks at
mately related to the core Leandra or the large Caribbean clade. the androecium characters in some sections (fig. 4), it seems
On the other hand, there are not just one or two clades where the that there are strong parallel trends in several clades, leading
species of sect. Miconia are prevalent, as is the case for sects. Ad- from large anthers in Tamonea/Jucunda to shorter anthers in
enodesma, Laceraria, Cremanium, Amblyarrhena, Chaenopleura, sects. Miconia and Glossocentrum (Gleason 1925a) and also
976 INTERNATIONAL JOURNAL OF PLANT SCIENCES

from minute-pored anthers in sects. Tamonea and Miconia to Geographical Trends and Local Diversification
large-pored Glossocentrum-type anthers and finally the large
This study shows that the lineages within the Miconieae are
and long-pored (resembling slits) anthers in sect. Hypoxan-
strongly correlated with geography. Some taxa that until now
thus and Antillean sect. Chaenopleura. These trends can per-
have been regarded as widespread are in fact restricted to par-
haps be explained by a slight shift in the pollination mode: the
ticular regions, with geographically distant members actually
large and minute-pored flowers are usually visited, one by
belonging to other clades. This is readily apparent in the case
one, by large- to medium-sized buzzing bees, and visits from
of sect. Cremanium, with a clearly Andean/Central American–
small bees or other insects are unlikely to result in pollination
based diversity (Miconia III clade) and whose extra-Andean
because they either cannot extract the pollen or cannot touch
species actually belong to other groups. A similar pattern was
the stigma while extracting the pollen (Renner 1989). Smaller
found for sect. Chaenopleura, where the Antillean species are
flowers in dense clusters can be visited by the same large- to
not closely related to the Andean ones, the latter being placed
medium-sized buzzing bees that vibrate whole inflorescence
within a Cremanium/Amblyarrhena complex. Outside Mico-
branches or flower clusters and also individually by smaller
nia, the genus Leandra has a clade based in eastern Brazil
bees that would not be able to pollinate large flowers because
of their size. Finally, the pollen from broad-pored anthers can (Leandra s.s.) and others in other parts of Central America or
be released without vibration (Goldenberg and Shepherd 1998; northern South America (scorpioid Leandra þ Ossaea, Lean-
Goldenberg and Varassin 2001). Nonbuzzing bees and syr- dra clidemioides subclade at the base of the Clidemia grade;
phid flies have been observed feeding or gathering pollen from see Martin et al. 2008). A large array of Caribbean species tra-
M. pusilliflora (sect. Hypoxanthus; R. Goldenberg, personal ditionally placed in Pachyanthus, Calycogonium, Tetrazygia,
observation), while wasps and muscid flies have been observed or Charianthus, and even with a few species placed in Clide-
visiting the nectar-producing M. hyemalis (eastern Brazilian mia or Miconia, was found to constitute a clade—here called
sect. Cremanium; I. G. Varassin, personal communication) and the Caribbean clade—which again highlights the close con-
M. pepericarpa (sect. Glossocentrum; Goldenberg and Shep- nection between phylogeny and geography.
herd 1998), respectively. These species, which are visited by Much of the diversity of Miconia (and Miconieae) found
nonvibrating insects, are also visited by buzzing bees, leading in some geographical areas reflects only local diversification
us to conclude that the shortening of the anthers and the broad- and not multiple arrivals or introductions of distantly related
ening of the pores has not restricted but actually increased pol- groups. The best example of this pattern is the diversity of Mi-
linator diversity, which in turn may represent a trend toward a conieae within the Caribbean. The Antillean species are derived
generalization among the relations between plants and pollina- mostly from only three clades: the large Caribbean clade, Mico-
tors (Gomez and Zamora 2006). In some groups, the enlarge- nia sect. Chaenopleura in Miconia III, and a portion of the
ment of the dehiscence area of the anthers, coupled with nectar Mecranium þ allies clade. However, a fourth clade may also be
production, has led to either bat (M. sintenisii and perhaps significant in terms of Antillean diversity within Miconieae,
some other Antillean sect. Chaenopleura species; Judd 2007) or i.e., the axillary-flowered members of Clidemia and Ossaea in
bird pollination (M. melanotricha [F. Almeda, personal obser- the Clidemia grade (i.e., species treated as Sagraea; Judd and
vation] and Charianthus and Tetrazygia fadyenii [Penneys and Skean 1991). Another good example comes from clades Mico-
Judd 2003, 2005]). These characters related to pollination ecol- nia IV and V, both encompassing most of the morphological
ogy are under strong selection pressure and therefore are more and species diversity of Miconia in eastern Brazil, regardless of
subject to convergence (Anderson et al. 2002), as seen, for ex- their current sectional placement. These two clades consist of
ample, in the remarkably similar, bird-pollinated flowers of T. species that have been placed in at least eight sections (Tamo-
fadyenii and the species of Charianthus (Penneys and Judd 2003, nea, Jucunda, Octomeris, Miconia, Cremanium, Amblyarrhena,
2005). It seems clear that stamen morphology, at least when Glossocentrum, and Hypoxanthus). Speciation in these evolu-
used alone, is not a reliable character on which to base taxo- tionary lines has apparently involved extensive morphological
nomic groups because similar anthers seem to have evolved differentiation and convergence. This has led students of the
multiple times in the Miconieae. Other floral features linked family to assign some species to geographically distant groups
to pollinator syndromes (such as petal form and color) are to which they really do not belong.
also suspect. It is evident from even a casual examination of Moreover, almost all the diversity of the Miconieae (includ-
figures 1–3 that there has been extensive homoplasy in sev- ing species placed in Miconia, Leandra, Clidemia, Pleiochiton,
eral floral characters. and Ossaea) that is centered in eastern Brazil belongs to only
It is possible that other morphological characters will clarify three clades (the ones cited above and the Leandra s.s. clade).
the circumscription of particular clades because morphology All eastern Brazilian species belonging to other clades are ei-
has been shown to be a source of numerous phylogenetically ther widespread (i.e., M. dodecandra, M. theaezans, and Cli-
informative characters in several recent analyses of taxa within demia hirta) or part of widespread species complexes (i.e.,
the tribe (Skean 1993; Michelangeli 2000; Penneys and Judd from the scorpioid Leandra þ Ossaea clade).
2005; Judd 2007; Martin et al. 2008). Characters related to Major taxonomic realignments, such as changes in the circum-
seeds are especially promising because they are highly variable scriptions of the sections or genera in Miconieae, are premature.
within the tribe (Groenendijk et al. 1996) and have been used They must await a more detailed and highly resolved phylogeny
successfully as phylogenetic characters in Melastomataceae that includes well-defined morphological characters. Neverthe-
(Whiffin and Tomb 1972; Fritsch et al. 2004) and even as synapo- less, the traditionally recognized genera within Miconieae, which
morphies within groups of Miconieae (Michelangeli 2000; have been diagnosed largely on the basis of very few characters
Martin et al. 2008; E. Becquer, personal communication). (drawn from highly homoplasious floral features) and are largely
GOLDENBERG ET AL.—PHYLOGENY OF MICONIA (MELASTOMATACEAE) 977

widespread (with a few exceptions, mostly in the Caribbean), Morales, John Clark, Susanne Renner, and Ken Wurdack. This
will be replaced by the geographically cohesive clades discovered work was funded in part by the National Science Foundation
in our phylogenetic analyses. Work in progress will allow the (grants DEB-0515665 to F. A. Michelangeli and R. Goldenberg
more accurate delimitation and morphological characterization and DEB-0515636 to W. S. Judd). Additional funding came
of these clades and will then form the basis of a new phyloge- from the Lewis B. and Dorothy Cullman Program for Molecu-
netically based classification of Miconieae. lar Systematics Studies at the New York Botanical Garden. R.
Goldenberg received grants from the Conselho Nacional de
Acknowledgments Pesquisas e Desenvolvimento (Brazil; Pós-Doutorado no Exte-
rior and Bolsa-Produtividade). We thank Dan Skean Jr., Eldis
We thank the following individuals for providing plant mate- Becquer, Claire Martin, and Isabela Varassin for their insight
rial: J. Dan Skean Jr., Claire Martin, Eldis Becquer, Andrea K. on phylogeny, characters, and pollination of Miconieae and
dos Santos, André Amorim, Ludovic Kollmann, Karen Redden, Paulo Labiak and Valéria Muschner for helpful comments on
Mac Alford, Larry Kelly, Robbin Moran, Scott Mori, Maria E. the manuscript.

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