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Editors
Martin Mielick, Ryuko Kubota and Luke Lawrence
Discourses of Identity
Language Learning, Teaching, and Reclamation
Perspectives in Japan
Editors
Martin Mielick
Canterbury Christ Church University, Canterbury, UK
Ryuko Kubota
University of British Columbia, Vancouver, BC, Canada
Luke Lawrence
Toyo University, Tokyo, Japan
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Table 11.2 The initial and revised goals (The equifinality points) of Han
and Ko
Xinqi He
is a lecturer at J. F. Oberlin University in Japan and holds a PhD from the
University of Tokyo. She did her master’s thesis in the same university
in the field of applied linguistics yet shifted her academic focus to the
field of critical applied linguistics in her PhD program, especially on
migrant’s language acquisition.
Patrick Heinrich
is Professor of Sociolinguistics and Japanese Studies at the Department
of Asian and Mediterranean African Studies at Ca’ Foscari University of
Venice. Before joining Ca’ Foscari in 2014, he taught at universities in
Germany (Duisburg-Essen University) and Japan (Dokkyo University)
for many years.
Daniel Hooper
is a lecturer in the Education Department at Hakuoh University. He has
taught in Japan for 16 years, predominantly in higher education and
English conversation schools. His research interests include learner and
teacher identity, communities of practice, and the English conversation
school industry.
Noriko Iwasaki
is Professor of Japanese Language Pedagogy and Second Language
Acquisition at Nanzan University. Her research interests include study-
abroad students’ development of pragmatic competence and changes in
linguistic/cultural identities and L2 speakers’ use of Japanese mimetics.
She co-edited a volume titled Ido to Kotoba (Mobility and Language)
(2018).
Keiko Kitade
is Professor of Japanese Language Teacher Education and Intercultural
Communication in the Department of Letters and Graduate School of
Language Education and Information Science, Ritsumeikan University,
Japan. Her current interests are the narrative inquiry of study/work-
abroad experiences, curriculum development in border-crossing
learning, and language teacher development.
Ryuko Kubota
is a professor in the Department of Language and Literacy Education at
University of British Columbia, Canada. She has taught Japanese and
English as a foreign language. Her research focuses on antiracism,
critical multiculturalism, and other critical issues in language teaching
and learning.
Luke Lawrence
is a lecturer at Toyo University. His research interests revolve around
intersectional aspects of teacher identity. His work has been published
in ELT Journal, Applied Linguistics Review and the Journal of Language,
Identity and Education amongst others. He is also the co-editor of the
book Duoethnography in English Language Teaching.
Robert J. Lowe
is an associate professor at Ochanomizu University, Japan. His recent
publications include the monograph Uncovering Ideology in English
Language Teaching (2020), and papers in Language Teaching,
Language, Culture and Curriculum, and ELT Journal.
Martin Mielick
is a PhD candidate of Applied Linguistics at Canterbury Christ Church
University in England. His research interests are focused upon
discourse, identity, and concepts of nationalism related to identity. He
has taught and researched in the UK, Poland, Kazakhstan and Japan.
Ashley R. Moore
is Assistant Professor of TESOL in the Department of Language and
Literacy Education, Boston University Wheelock College of Education
and Human Development. His research interests include queer issues in
language education and linguistic dissociation.
Sam Morris
is a lecturer in the Centre for Foreign Language Education and Research
at Rikkyo University (Japan). He is interested broadly in the role that
emotions play in second language teaching and acquisition. His
principal focus is the contextually situated emotion regulation that
teachers employ during their work.
Kyoko Motobayashi
is Associate Professor of Japanese Applied Linguistics at the Graduate
School of Humanities and Sciences, Ochanomizu University, Tokyo,
Japan. Her main research areas are sociolinguistics, discourse analysis,
and language policy studies, focusing on bilingualism, language
teaching and learning, and identity issues.
Yuzuko Nagashima
teaches at Yokohama City University. Her research interests include
teacher identity and intersectionality, translingualism, as well as
critical/feminist pedagogy. Her recent publications can be found in the
Journal of Language, Identity, and Education, Applied Linguistics Review,
and ELT Journal.
Yumiko Ohara
is an associate professor in the College of Hawaiian Language at the
University of Hawaiʻi at Hilo which houses the only doctoral program in
the United States focusing on revitalizing Indigenous languages. She has
been involved in revitalization work on Ainu, Ryū kyū an, and the
Hawaiian language since 2008.
Yuki Okada
was in the first cohort group of the Urespa project at Sapporo
University and has been working as the supervisor of the club since he
graduated from the program. He is a doctoral student at Hokkaido
University and his work focuses on Ainu perspectives concerning
animal deities.
Chiharu Shima
is Associate Professor of Graduate School of Global Communication and
Language at Akita International University. Her research interests
include the processes of second language socialization and intercultural
communication in institutional settings, in particular, workplaces.
Misako Tajima
is an associate professor at the Graduate School of Science and
Engineering, Ibaraki University. Her research interests include
sociolinguistics and critical applied linguistics, and her articles have
been published in international journals related to these fields, such as
Journal of Sociolinguistics and Critical Inquiry in Language Studies.
Tatsiana Tsagelnik
is a PhD student at Hokkaido University who has been involved in
research related to Ainu people since 2013 and is conducting cultural
anthropological research on Ainu language attitudes and Indigenous
identity.
Giulia Valsecchi
is a graduate student at the Department of Asian and Mediterranean
African Studies at Ca’ Foscari University of Venice. She is preparing her
master’s thesis on conceptions of space on Yonaguni Island and
participating as a research assistant in a project on language and
wellbeing in the Ryukyus.
Kazuhiro Yonemoto
is an assistant professor at the Institute of Global Affairs of Tokyo
Medical and Dental University, where he coordinates the Japanese
language program for international students. His research interests
include educational sociolinguistics, education for language minority
students, and affective dimensions of second language teaching and
learning.
© The Author(s), under exclusive license to Springer Nature Switzerland AG 2022
M. Mielick et al. (eds.), Discourses of Identity
https://doi.org/10.1007/978-3-031-11988-0_1
Ryuko Kubota
Email: ryuko.kubota@ubc.ca
Diversity in Japan
Diversity observed in the social, cultural, linguistic, and demographic
domains in Japan has been pointed out by a number of authors in
sociology, education, and language studies (e.g., Befu, 2001; Gottlieb,
2005; Okano, 2021; Sugimoto, 2014). Ethnolinguistic diversity is
especially relevant to the topics addressed in this volume.
Although the Japanese language is predominantly used in Japan,
many variations exist according to geography, gender, register, genre,
modality, and so on. In thinking about the linguistic diversity of
Japanese, however, we should be cautious of essentialism. For instance,
there is a common belief that the Japanese language is characterized by
gendered linguistic expressions as well as different registers for
politeness. These ideas tend to lead to the belief that there is a
diametrical difference in linguistic identity between women and men or
between people with different social statuses that are hierarchically
ordered. However, sociolinguistic investigations of actual language use
of Japanese speakers revealed more nuanced use of different registers
and variants. In fact, the indexicality of gender and politeness is
manifested in dynamic and fluid ways according to different dialects,
social contexts, social statuses, and positionalities as well as a
combination of these elements (Okamoto & Shibamoto-Smith, 2016).
There is no inherent connection, for instance, between being a woman
and using feminine speech. It is important to beware of the lure of
essentialism when understanding language and identity (Bucholtz &
Hall, 2004).
One significant component of diversity in Japan is comprised by
Indigenous populations. Indigenous peoples—Ainu and Ryukyuans—
together with their languages and cultures constitute minoritized
segments in Japan. As Part II of this book presents (Chap. 5 by Ohara &
Okuda, Chap. 6 by Tsagelnik, Chap. 7 by Hammine, and Chap. 8 by
Heinrich & Valsecchi), varieties of Ainu and Ryukyuan languages,
cultures, and identities have been severely suppressed by the modern
Japanese government. Yet, they have been revitalized and reclaimed
through the efforts made by Indigenous and non-Indigenous peoples
(see also Heinrich, 2012; Heinrich & Ohara, 2019). Furthermore,
although Indigenous identities have been severely suppressed and
erased, they can be playfully appropriated, performing “coolness” in
postmodern society (Maher, 2005).
Linguistic, ethnic, and cultural diversity in Japan is also observed
among residents other than the prototypical Japanese (Otomo, 2019).
They include: oldcomer ethnic groups who settled in Japan during the
era of Imperial Japan (e.g., zainichi Koreans); newcomers, including
Chinese returnees (repatriates of Japanese war orphans and remaining
women in China—Kubota, 2013) and technical trainees (ginō jisshūsei),
or semi-skilled workers who have come since the 1990s; Nikkeijin
(people of Japanese descent) as workers and their families mainly from
South America; healthcare trainees under Economic Partnership
Agreements (see Chap. 9 by Shima); international students (see Chap. 4
by He; Chap. 10 by Yonemoto; Chap. 11 by Kitade); and skilled foreign
workers, who include native English-speaking teachers. Thus, even in
rural communities, multiple languages, including English, Mandarin,
Portuguese, Spanish, Tagalog, Thai, and Vietnamese, are spoken by
diverse racialized and ethnic groups (Kubota & McKay, 2009).
The racial, ethnic, cultural, and linguistic diversity in Japan creates
multiple contact zones involving diverse learners, teachers, and other
participants who strive to develop their linguistics skills. To take
foreign language learning for example, though the dominant language
to learn is English, other languages, including Mandarin, Korean,
French, Spanish, and German, are also taught and learned. The contexts
in which these foreign languages are learned vary from formal
education (e.g., primary, secondary, and tertiary education) and
nonformal education, including juku or private cram school, private
language institutes providing in-person or online lessons of eikaiwa or
English conversation (Hooper & Hashimoto, 2020), community classes,
workplaces, and so on (Kubota, 2020). The contextual multiplicity
signals the diversity of learners, teachers, as well as desires and
purposes of learning, which are either institutionally required or
individually initiated. As the chapters of this volume illustrate, much of
foreign language learning in Japan takes place among Japanese students
learning English (Chap. 2 by Mielick and Chap. 3 by Hooper). English
language instruction is provided by Japanese teachers of English or
native English-speaking teachers (NESTs) (Chap. 14 by Moore; Chap. 16
by Lowe; Chap. 17 by Lawrence; Chap. 19 by Nagashima). However,
English language learning is also engaged by other diverse learners. For
example, the popularity of English-medium instruction (EMI) has
created a space where plurilingual international students construct and
reconstruct their linguacultural identity in English and Japanese as
additional languages, while providing communicative opportunities in
other languages as well (Tsukada, 2013; Hashimoto, 2013; see also
Chap. 11 by Kitade). Even outside of EMI programs, English is learned
by not only Japanese students but also non-Japanese students in Japan
(see an example of a White Russian student learning English in Chap. 4
by He). In addition, not all non-Japanese teachers of English are NESTs.
Learning English from Filipino/a teachers online has become an
attractive option among Japanese students (Tajima, 2018; see also
Chap. 15 by Tajima). Furthermore, many of the NESTs working in Japan
are learners of Japanese, navigating multilayered contact zones for
identity negotiation (Chap. 14 by Moore).
Indeed, Japanese language teaching and learning in Japan involves
multiple contact zones. Just as in English language education in Japan,
Japanese language teaching and learning involves a range of contexts
and participants. For instance, instruction takes place in primary and
secondary schools in many pockets of Japanese society mainly for
children with overseas roots (e.g., children of Nikkei workers and
foreign professionals), whereas many universities offer Japanese
courses for international students seeking their degree (Chap. 10 by
Yonemoto) or studying under short-term exchange programs. There are
also healthcare and technical trainees learning Japanese in the form of
on-the-job training (Chap. 9 by Shima). Some of them also learn
Japanese in community settings from Japanese volunteer tutors (Chap.
14 by Moore). Furthermore, not only teachers but also prospective
teachers or teacher trainees and their prospective teaching contexts are
diverse (Chap. 12 by Iwasaki; Chap. 13 by Motobayashi).
One prominent yet often forgotten facet of language teaching and
learning involves Indigenous languages and cultures. Although the two
major language groups—Ainu and Ryukyuan—represent Indigenous
languages in Japan, they are not monoliths. There are many varieties of
these languages used in traditional communities. It is important to note
that the familiar concept of modern language teaching and learning
does not fit how Indigenous people try to gain their knowledge and
skills in the language that they have lost for generations. The long-term
oppression and assimilation along with the resultant erasure of
Indigenous languages and cultures compel Indigenous people to regain
their lost linguistic and cultural identity. As such, learning an
Indigenous language is not for increasing socioeconomic opportunities
or appreciating a foreign culture; rather, it is about reclaiming the
Indigenous identity or rediscovering and regaining oneself as a bearer
of Indigenous heritage. Its benefits include strengthening
intergenerational connections and wellbeing of the family and
community, revaluing cultural identity, and developing a sense of self-
determination (McCarty, 2020). This indicates, as Part II of this volume
demonstrate, that learning Indigenous languages does not share the
same purpose, process, benefit, and symbolic meaning with learning
English, Japanese, or other modern languages.
Block, D., Gray, J., & Holborrow, M. (2012). Neoliberalism and applied linguistics.
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Doerr, N. M. (Ed.). (2020). The global education effect and Japan: Constructing new
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Hooper, D., & Hashimoto, N. (2020). Teacher narratives from the eikaiwa classroom:
Moving beyond “McEnglish.” Candlin & Mynard ePublishing.
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Kamada, L. (2010). Hybrid identities and adolescent girls: Being "half" in Japan.
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Kubota, R. (2019). English in Japan. In P. Heinrich & Y. Ohara (Eds.), The Routledge
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Otomo, R. (2019). Language and migration in Japan. In P. Heinrich & Y. Ohara (Eds.),
Routledge handbook of Japanese sociolinguistics (pp. 91–109). Routledge.
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Part I
English Language Learner Identity
© The Author(s), under exclusive license to Springer Nature Switzerland AG 2022
M. Mielick et al. (eds.), Discourses of Identity
https://doi.org/10.1007/978-3-031-11988-0_2
Martin Mielick
Email: m.j.mielick976@canterbury.ac.uk
National identity in Japan has been a strong foundation for its culture
and traditional underpinnings at first glance (Gottlieb, 2005), yet
concepts of national identity often ignore the diversity of identity and
plurilingual conditions that can be found in modern Japanese society
(Befu, 2001). In particular, one major influence to consider is the role of
globalization in English language teaching in Japan and how this may be
affecting language learners’ identities and ideological perceptions of
‘Otherness’ (Said, 1978). According to Kubota (2017, p. 288), “the
neoliberal promotion of English is complemented by neoconservative
emphasis on national identity,” which in turn emboldens nihonjinron
thesis claims, a discourse that emphasizes Japanese ‘uniqueness.’ But
how is this phenomenon externally represented in English language
learners’ discourses in Japanese universities and what role does
learning English play in shaping students’ identities?
This chapter examines the differing discursive constructions of
identity made by three Japanese university students at a foreign-
languages university through semi-structured interviews using a
multiple case study approach. The approach also used a question guide
which specifically focused on investigating national and global
identities. The discussion of national identity focuses on Japan, of
course, but there are also references to countries including the US and
India, native-speaker identity and non-Japanese identity. The
discussion of global identity is framed within the ideological bracket of
using English as a global language and, in turn, what it means to be
global.
Literature Review
National Identity, Nationalism, and the Nihonjinron
Thesis in Japan
National identity may be defined as the primordial source of belonging
to a nation (Geertz, 1963) acting as a “system of cultural
representations” (Wodak et al., 1999, p. 22) and/or an imagined
community (Anderson, 1983) for its people, although a postmodern
view conceptualizes national identity as discursively constructed. The
national ‘spirit’ has a long history of importance and relevance to the
Japanese people, and this topic forms the basis of discussion for much
of this chapter.
The discursive construction of national identity has been
investigated rigorously by Wodak et al. (1999), and they provide
categorization of the ways that discourses can be constructed through
discursive strategies, albeit predominantly based upon research in the
Austrian and wider European contexts. This topic is also explored in
detail by Anderson (1983), Billig (1995), Hall (1996), Calhoun (1997),
and Smith (2001), and each of them discusses how the importance of
nationhood interacts with the notions of identity. Looking specifically at
the Japanese context, Gottlieb (2005, 2007) also discusses aspects of
Japanese national identity, mostly in connection to how a combination
of language and identity acts as a basis for social identification. There
may be ample reason for this in Japan considering examples provided
by Doi (1973) as cited in Kawai (2007, p. 41), whereby the Japanese
language “comprises [of] everything which is intrinsic to the ‘soul’ of a
nation,” a concept which may also be referred to as kotodama, “the
‘spirit’ of the Japanese language” (Gottlieb, 2007, p. 192).
Dale’s (1986) somewhat controversial The Myth of Japanese
Uniqueness could be regarded as a “strategy of demontage or
dismantling” (Wodak et al., 1999, p. 42) of the self-identity stereotypes
that exist in Japan. Dale heavily criticizes the self-perceived uniqueness
of the Japanese, building on Miller’s (1982) Japan’s Modern Myth: The
Language and Beyond, which highlighted different essentialisms in
Japan. However, there are some credible contextual interpretations of
the many features of the nihonjinron thesis made by Dale which may
still be applicable even now. For example, arguments like “the
nihonjinron’s endless discussion of differences between Japan and the
West” (Dale, 1986, p. 39) still seem poignant, and elements of this are
evident in mainstream Japanese media, especially TV programs. Kubota
(1999) also explored this concept in relation to pedagogy and research
in Japan and its implications for how Japanese culture is discursively
constructed. Adding to this, there is still a vast array of popular modern
literature which reflects the nihonjinron thesis, proclaiming that the
Japanese are uniquely different within the world, which ironically could
be considered a unique discourse in itself. In considering the
relationship between this sociocultural phenomenon and everyday
teaching at universities in Japan, there may be a wide range of
discourses that practitioners have experienced through students’
written and spoken text. For example, do students write or say certain
things which seem to reflect the nihonjinron thesis or a similar
ideology? If so, to what extent can this discourse be considered
otherizing, ethnocentric, or xenophobic, or simply seen as a
representation of Japanese culture?
Befu (2001) argues that the appreciation of the actual diversity that
exists in Japan is rather lacking, and there is a growing trend for this to
be made more apparent in institutional and educational discourse as
we see ‘newcomer’ identities form communities in Japanese society.
Investigation into this issue has been made by Rear (2017), who
discusses alternatives to this nationalist hegemonic discourse, and thus
there is ongoing research being done on how such discourse is
manifest. Nevertheless, research is not particularly prevalent in
educational institutions where it may be sorely needed. One exception
is Bouchard’s (2015) analysis of nihonjinron discourse in Japanese
junior high school English as a Foreign Language (EFL) classrooms
where it was found to be rather commonplace, most likely dictated by
revisionist government-instructed curriculum reform (Kolmaš, 2020).
The Japanese historical context is the backdrop for much of what
may be claimed by nationalist Japanese arguments in the nihonjinron
thesis, and it is explored comprehensively by McVeigh (2004). His
arguments are rather broad but most relevant to an evaluation of
modern Japanese society may be his discussion of “postimperial ethnos
nationalism: homogeneity, uniqueness, and peace” (McVeigh, 2004, p.
203), which highlights the importance of national unity, cultural
integrity, and peace after defeat in the Second World War. It is claimed
by the Japanese Ministry of Education, Culture, Sports, Science, and
Technology (MEXT, 2002), politicians, and mainstream media that
Japan has moved on and this current era is Japan’s internationalization
(kokusaika), whereby one of the main goals is to increase English
language proficiency as a tool to express Japanese beliefs and identity
on a global platform (Hashimoto, 2009). However, is this truly in effect
at ground level? Morita (2013) explored how this concept is affecting
Japanese university students’ attitudes toward globalization and
English, yet found those attitudes to be mixed in nature.
While the focus of this study is students’ national and global self-
identities, it is important to note that other identity features, including
gender, sexuality, social, multilingual, and online, contribute to the
formation of their self-identities.
Methodology
Overview
This chapter reports on a study with three interviewees who were
Japanese university students. Interviews were performed in English,
and this inevitably had an impact upon the students’ range of language
available. The rationale behind this was twofold: I am not a fluent
Japanese speaker and it is precisely how such discourse is
communicated when using English that I wished to investigate.
Employing a qualitative multiple case study approach, informal semi-
structured interviews were held within a large self-access learning
centre (SALC) at a Japanese foreign languages university in the Kanto
region. Interviews were between 20 and 30 minutes long, and I tried to
remain as casual, interactive, and conversational as possible in this
SALC environment, which promotes independent learning and
autonomous choices in study and use of English. However, my
researcher positionality may have been an influential factor in the
interviews. My role as a white British male teacher within the
university may have inevitably affected the power domains which were
in place. Nevertheless, I had never taught these students before and I
was unfamiliar with their background until the interviews were
conducted. The main aims while collecting data were to focus on
“managing subjectivity” and “to delve deep into the subjective qualities
that govern behaviour” (Holliday, 2016, p. 6), being led by student
discourse while appreciating “the importance of listening” (Mann,
2016, p. 116). However, in ‘managing subjectivity,’ issues such as being
from a different culture to the students, my age, my stereotypically
native speaker background and appearance, having different beliefs
about Japan, and my role as a teacher interviewing students were all
elements which may have affected the interviews and the
interpretations I have made later on.
The following questions are examples which guided the semi-
structured interviews:
What is ‘being global’?
Do you think English is a global language? Why/Why not?
Do you think you are a global person? Why/Why not?
What parts of your identity are important to you?
How important is your Japanese identity to you? Why?
If you met someone who didn’t know anything about Japan, what
would you tell them about Japan and Japanese people?
The aim of asking these questions was to see “how people create,
sustain, change, and pass on their shared values, beliefs and behaviour”
(Heigham & Sakui, 2009, p. 93).
Participants
Interviewees were recruited by informally approaching them in the
SALC. They were asked whether they would like to chat about the role
of English in Japan and how it may affect their Japanese identity. No
appointments were made per se, and these interviews were therefore
spontaneous. Typically, students have four years of English language
education at this university, they have had study and/or travelling
abroad experience, and they get regular opportunities to communicate
with exchange students and non-Japanese ‘native-speaker’ teachers
predominantly from the US and the UK.
Tatsuki
Tatsuki was two months into his first semester of his second year at the
time of interview. He was majoring in International Business
Communication. Tatsuki was a local student to this university in the
Kanto region.
Daiki
Daiki was a third-year student who had just spent a year studying
abroad in the US at a community college. He studied in the English
Department for his major. He was from Tokyo, and his family owned a
restaurant in the tourist hotspot area of Asakusa in Tokyo.
Shion
Shion was a fourth-year student also from the English Department. At
the time of interviewing, she was in her final few weeks of her time at
university almost ready to graduate. Shion was from a rural part of
Yamanashi prefecture.
Tatsuki
In this section of the interview, we were discussing the role that
learning English plays in affecting identity and how there may have
been a separation or hybridity between national and global
markedness:
Daiki
At the start of the interview, I had very openly asked him which aspects
of his identity were most important to him. He then reflected upon his
time studying abroad and the importance of the Japanese language to
his identity:
Shion
Earlier in the interview, we were discussing the issues of global English
and native-speakerism and, later, how speaking English with a Japanese
accent marked her identity. This led her to construct ideas about her
national identity quite explicitly:
5. Most answers are direct and claims about Japaneseness are made
explicitly. She intensifies her claims through using the word
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Fig. 143.—Usnea barbata: s ascocarp. (Slightly magnified.)
Fig. 144.—Cladonia pyxidata.
Sub-Class 2. Basidiomycetes.
This sub-class embraces the most highly developed Fungi, with
large “fruit-bodies,” which in ordinary language we shortly term
Funguses, Toadstools, or Mushrooms.
They have no sporangia, but reproduce only by means of
basidiospores, conidia, chlamydospores and oidia. The chief
characteristic of this sub-class is the basidium (Fig. 145), i.e. the
conidiophore, which has a distinctive form, and bears a definite
number (generally 4) of characteristically shaped conidia
(basidiospores, Fig. 145 c, d, e).
Fig. 145.—Development of spores in Corticium.
The summit of each basidium is produced generally into four
conical points (sterigmata, Fig. 145 b), from each of which a
basidiospore is abstricted. The basidia may be classified into three
principal groups, each of which accompanies a distinctive
conidiophore: 1, the long, filamentous, transversely divided basidia,
with lateral sterigmata and spores, found in the Uredinaceæ (Figs.
146 D, 153), Auriculariaceæ (Fig. 160 B), and Pilacraceæ; 2, the
spherical, longitudinally divided basidia of the Tremellaceæ (Figs.
160 C d; 161 iii. iv.); and 3, the ovoid, or cylindrical, undivided
basidia of the Autobasidiomycetes (Figs. 145, 163, etc.); the two last
have apical sterigmata and spores.
The first two groups are the septate basidia (protobasidia), of the
Protobasidiomycetes; while the unseptate basidia (autobasidia) of the
Autobasidiomycetes are the third group. On the formation of the basidiospores, the
nucleus of the basidium divides into four nuclei, each of which is transferred to a
spore.
In addition to the basidia, simple conidiophores are also found. In
the Protobasidiomycetes, the simple conidia are very generally found
as accessory methods of reproduction in conjunction with the
basidiospores; but less frequently in the Autobasidiomycetes, e.g.
among the Dacryomycetes, Tomentellaceæ, Heterobasidion
annosum.
The simple conidiophores vary in size, and in the number and shape of the
conidia; they, however, resemble the basidia, and are doubtless an early stage in
the development of the definitely formed basidia.
Finally, well-defined chlamydospores, formed in various ways,
appear in the Basidiomycetes as supplementary reproductive bodies
(compare p. 90). Among the Protobasidiomycetes, chlamydospores
are at present only found among the Uredinaceæ, but in various
forms; in the majority of families of the Autobasidiomycetes oidia
frequently occur (Fig. 162), but genuine chlamydospores seldom.
In the same species several of the known forms of reproduction
may be distinguished.
The mycelium is generally composed of white, branched strands,
consisting of numerous felted hyphæ; in some, sclerotia are found.—
The great majority are saprophytes; some (particularly all the
Uredinaceæ), are parasites.
Series I. Protobasidiomycetes.
To this series belong the lowest of the Basidiomycetes. The
basidia appear in two principal forms (1 and 2 on page 144) and are
divided into four cells, either transversely or longitudinally, each
division forming a sterigma which abstricts a basidiospore. The first
three orders, Uredinaceæ, Auriculariaceæ, and Tremellaceæ have
gymnocarpic fruit-bodies, while those of the Pilacraceæ, on the
contrary, are angiocarpic.
Order 1. Uredinaceæ (Rusts). All the Rust-Fungi are parasites,
their mycelium living in the interior of the stems and leaves of their
hosts, causing red, brown, or black spots—hence their name—and
malformations, sometimes of considerable size.
The Rust-Fungi are gymnocarpic and destitute of a hymenium; for
these reasons they are regarded as the simplest order of the
Basidiomycetes. They are entirely parasitic, and their filamentous,
branched mycelium ramifies in the intercellular spaces of its host,
and often protrudes haustoria into the cells. The mycelium is
perennial should it enter a woody tissue; it may also hibernate in the
rhizomes of perennial herbs and permeate the shoots springing from
them, but in the majority of the Rust-Fungi the mycelium has a very
limited growth. The chief means of reproduction of the Rust-Fungi
are the chlamydospores, which in the more highly developed species
occur in three forms, namely, the teleuto-, æcidio-, and uredo-
spores. The spores, in the host, are formed immediately beneath its
epidermis, which is ruptured on the ripening of the spores, with the
production of “rust,” brown, red, or black spots. Those
chlamydospores which produce basidia are termed teleutospores.
The spore on germination produces a transversely divided basidium,
“promycelium,” on which basidiospores, “sporidia,” generally four in
number, are produced on lateral sterigmata. This basidio-
fructification is gymnocarpic; the basidia neither form a hymenium
nor a fruit-body (only Cronartium and Gymnosporangium have a
slight indication of a basidio-fructification).
Many Rust-Fungi, in addition to basidiospores, have small,
unicellular conidia, “spermatia,” which are borne in conidiocarps,
“spermogonia.”
The TELEUTOSPORES (Winter-spores) may be either unicellular or
multicellular; in the majority of cases they are enclosed in a hard
outer cell-wall, the exospore, which in some cases is very strongly
developed; they have also a long or short stalk, the remains of the
spore-bearing hypha. Each cell of the teleutospore has one germ-
pore (a thin portion of the wall, for the protrusion of the germ-tube; in
Phragmidium and Gymnosporangium there are, however, several
germ-pores). The colour of the teleutospores is generally much
darker than that of the uredospores, and it is by these that the
majority of the Rust-Fungi hibernate.
In Gymnosporangium, two kinds of teleutospores are found (distinguished by
their size and thickness of exospore). In many species of Puccinia, the form of the
teleutospores varies very much, so that in the same layer spores have been
observed with the characteristic form of other, allied genera.—The teleutospores of
Endophyllum resemble æcidiospores, since they are united in chains, whose cells
are easily separated, and are produced in the interior of a “peridium.” The
multicellular teleutospores of Coleosporium function as basidia, and from each cell
immediately produce basidiospores.—The teleutospores of Coleosporium and
Chrysomyxa, differ from other teleutospores in the absence of exospore and germ-
pore.
The æcidospores (Spring-spores) are produced in chains which
are generally enclosed in an envelope of hyphæ, the peridium; the
peridium enclosing the spores being termed the æcidium. The
æcidiospores are unicellular, and generally of an orange colour; they
are often separated by intermediate cells which wither and so assist
in the distribution of the spores. The exospore is made up of minute,
radially arranged rods. Generally germination proceeds immediately,
the æcidiospore producing a germ-tube, which developes into a
mycelium bearing either uredo- or teleutospores.
The æcidia of many Rust-Fungi were formerly considered as distinct genera.
The æcidia of Phragmidium, Triphragmium, and Melampsora, in which the
peridium is wanting, were in part considered as Cæoma. The æcidia with fimbriate
edge, or those of Gymnosporangium with longitudinal lattice-like splits, were
considered as “Rœstelia” (Lattice-Rust); large, sac-shaped æcidia on the Coniferæ
were known as Peridermium.
The UREDOSPORES (Summer-spores) are unicellular and arise
singly, seldom in chains (Coleosporium). Their colourless, warty
exospore bears, in the equatorial plane, 2–8 germ-pores. In the
majority, germination proceeds immediately, and a mycelium is
produced which at first gives rise to uredospores and afterwards to
teleutospores.
The uredospore-formations of Melampsorella and Cronartium are enclosed in
an envelope, and hence resemble æcidia.—Between the uredospores sterile,
unicellular hyphæ (paraphyses) may be found.
The spermogonia are spherical or pear-shaped conidiocarps,
generally embedded in the substratum, and are produced before the
æcidia, before or simultaneously with the uredospores, or before the
teleutospores. The conidia, as far as observations go, do not
generally germinate under ordinary conditions.
Among the Rust-Fungi some species are found which only form
basidiospores and teleutospores (Puccinia malvacearum,
Chrysomyxa abietis). Other species have in addition uredospores;
others spermogonia and uredospores; others spermogonia and
æcidia; others spermogonia, uredospores and æcidia. Those
species in which all the methods of reproduction are not developed
must not be considered as incomplete forms.
As a rule the mycelium, which is produced from the
basidiospores, developes æcidia; in the species, however, without
æcidia, it developes the uredo-form, and when the uredospores are
also absent, the teleutospore-form. It has been established in some
species of Puccinia and Uromyces that the formation of æcidia can
be suppressed, and it is not a necessary part of the cycle of
development of the species.
The majority of Rust-Fungi hibernate in the teleutospore-form. Many species
are able to hibernate in the uredospore-form (Coleosporium senecionis). Others
pass the winter in the æcidio-form, and develope æcidia on new hosts (Uromyces
pisi, on Euphorbia cyparissias; Phragmidium subcorticium, on Rosa; Æcidium
elatinum, on Abies alba). In Chrysomyxa abietis, the mycelium, developed from
the basidiospores, survives the winter.
Among the Rust-Fungi, with several forms of reproduction, there
are about sixty whose development can only be completed by an
alternation of hosts, that is, on one host only uredo-and
teleutospores are produced, while the further development of the
germinating basidiospores, and the formation of the æcidia and
spermogonia from its mycelium, can only take place on a second
quite distinct and definite host (heterœcious or metoxenous Fungi).
Those Fungi which have all their forms of reproduction on the same
host are termed autœcious or autoxenous. It is not, however, always
necessary that the heterœcious Rust-Fungi should regularly change
their hosts; for example, Puccinia graminis can hibernate in the
uredo-form on the wild Grasses, and in the spring can distribute itself
again in the same form.
As a consequence of the alternation of hosts the various forms of development
were considered as independent genera (Uredo, Æcidium, Rœstelia, Cæoma,
Peridermium), until De Bary and Oersted established, about the same time (1865),
the mutual connection of some forms, and paved the way for the right conception
of these Fungi.
Fig. 146.—Puccinia graminis.
As an example of one of the most highly developed species,
Puccinia graminis, the “Rust of Wheat,” holds a prominent position.
Its uredospores and teleutospores are produced (Fig. 146) on
Grasses (on cereals, especially Wheat, Rye, Oats, and many wild
Grasses), while the æcidia and spermogonia are confined to the
Berberidaceæ. The teleutospores, developed on the Grasses,
hibernate on the dried portions of their host, and in the succeeding
year each of the two cells of the teleutospore may develop a
basidium with four basidiospores (Fig. 146 D, c). The basidiospores
are distributed by the wind, germinate quickly, and only proceed to
further development on Berberis or Mahonia. The germ-tube bores
through the epidermis of the Barberry-leaf, and forms a mycelium in
its interior, its presence being indicated by reddish-yellow spots on
the leaf. After 6–10 days the flask-shaped spermogonia appear (Fig.
147 B; C, a; conidia in Fig. 147 D) and a few days later the cup-
shaped æcidia (Fig. 147 A; C, c, d, e). The former are generally on
the upper, and the latter on the under side of the leaf. The orange-
coloured æcidiospores scatter like dust, and germinate only on
Grasses; the germination takes place in about two days when placed
on any green part of a Grass. The germ-tube enters the Grass-leaf
through a stoma; a mycelium is developed in the leaf, giving rise to a
small, oval, rust-coloured spot (Fig. 146 A); in about 6–9 days the
epidermis is ruptured over the red spot, and numerous reddish-
yellow uredospores, formed on the mycelium, are set free. The
uredospores (Fig. 146 B) are scattered by the wind, and can
germinate should they fall on the green portions of other Grasses:
they then emit 2–4 germ-tubes through the equatorially-placed germ-
pores. The germ-tubes enter a leaf through a stoma, a new
mycelium is then developed, and in about eight days a fresh
production of uredospores takes place, which germinate as before.
The uredospore-mycelium very soon produces, in addition, the
brown teleutospores, which give a brown colour to the rust-coloured
spots, the familiar uredospores on the cereals being quite
suppressed towards the close of the summer (Fig. 146 C, D). The
“Rust of Wheat” hibernates on some wild Grasses in the uredospore-
form.
Fig. 147.—Æcidium berberidis. A Portion of lower surface of leaf of Barberry,
with cluster-cups (æcidia). B A small portion of leaf, with spermogonia, from
above. C Transverse section of leaf on the upper side, in the palisade parenchyma
are three spermogonia (a b); on the lower side an unripe æcidium (c d) and two
ripe æcidia (d, e, f); f chain of æcidiospores. D Hyphæ, forming conidia.
Genera. Puccinia (Fig. 146, 147) has bicellular teleutospores, each having a
germ-pore, and the æcidia when present have an indented peridium; some
species, as exceptions, have 1–3-celled teleutospores. Many species are
heterœcious, for example, P. graminis, described above; P. rubigo, which also
infests various Grasses, but whose æcidia appear on Anchusa; the masses of
teleutospores are small; they contain paraphyses, and are for a long time covered
by the epidermis. P. coronata, on Oats and Rye Grass; its æcidia on Rhamnus; the
teleutospores are surmounted by a crown—“coronate processes.” P. phragmitis,
on Reeds; æcidia on species of Rumex and Rheum. P. moliniæ, on Molinia
cœrulea; the æcidia on Orchids. P. poarum, on Meadow-Grass; æcidia on
Tussilago. Various Puccinias growing on species of Carex have their æcidia on
Urtica, Lysimachia, Cirsium, Pedicularis, etc.—Of those autœcious species,
which have all their generations on the same host, may be noted:—P. galii, P.
menthæ, P. violæ, P. epilobii, P. asparagi, which grow on the hosts from which they
have taken their specific names.—As representative of a group which have
spermogonia, uredo-and teleutospores on the same host, but on different
individuals, P. suaveolens, on the Field-Thistle, may be mentioned. The
spermogonia have a strong odour.—A peculiar group (Leptopuccinia) has only
teleutospores, which germinate immediately, and whilst still attached to their living
host. To this group belong P. arenariæ, on a number of Caryophyllaceæ; and P.
malvacearum, on various Malvaceæ, introduced in 1873 from South America to
Europe, where it soon proved very destructive to Hollyhocks.
Uromyces (Fig. 149) differs only from Puccinia in always having unicellular
teleutospores. Among this genus both heterœcious and autœcious species are
found. To the first group belong U. pisi, whose æcidia are found on Euphorbia
cyparissias, and U. dactylidis, whose æcidia appear on Ranunculus; to the second
group belong U. betæ, U. phaseoli, U. trifolii.
Triphragmium has teleutospores with three cells (one below and two above), on
Spiræa ulmaria.
Phragmidium (Fig. 150) has teleutospores consisting of a row of cells (3–10)
arranged in a straight line; the upper cell has one germ-pore and the others four
germ-pores placed equatorially. Both this and the preceding genus have large,
irregular æcidia without peridia, but often with bent, club-like paraphyses (150 b
and c); they are all autœcious, and are only found on the Rosaceæ.
Fig. 148.—Gymnosporangium sabinæ. A small portion of the
epidermis of a Pear-leaf (a) pierced at b by the germinating
basidiospore (c).
Fig. 149.—Uromyces genisteæ; a uredospore; b
teleutospore.
Endophyllum (see above, under teleutospores, p. 147) on species of
Sempervivum.
Gymnosporangium (Figs. 152, 154) has bicellular teleutospores collected in
large, gelatinous masses formed by the swelling of the long spore-stalks; in each
cell 2–4 germ-pores are found. Uredospores are wanting. All the species are
heterœcious; the teleutospores appear on Juniperus, the æcidia (Rœstelia) on the
Pomaceæ. G. sabinæ, on Juniperus sabina, J. virginiana, etc., has the æcidia
(“Rœstelia cancellata”) on Pyrus communis (Figs. 152, 148); G. juniperinum, on
Juniperus communis with “Rœstelia cornuta” (Fig. 154 a) on Sorbus aucuparia,
Aria nivea (S. aria) and Malus communis; G. clavariæforme on Juniperus
communis, the æcidium belonging to it (“Rœstelia lacerata”) on Cratægus
oxyacantha.
Melampsora has prismatic teleutospores placed parallel to each other and
forming a crustaceous layer; in many species they are divided longitudinally into
several cells (Fig. 151). The æcidia, without peridium, belonged to the old genus
Cæoma. M. caprearum, on Willows, has the æcidia (Cæoma euonymi) on
Euonymus. M. hartigii, on Osiers; the æcidium on Ribes. M. mixta, on Salix repens
and Orchids. M. pinitorqua, on leaves of the Aspen, æcidia on Pine branches (Pine
shoot fungus); M. populina on Populus monilifera and nigra; M. betulina (Fig. 153),
on Birch leaves; M. padi (Fig. 151), on leaves of Prunus padus, developes
teleutospores in the epidermal cells; M. lini is the cause of injury to the Flax; M.
agrimoniæ.
Fig. 150.—Phragmidium gracile: a an uredospore; b and c
two paraphyses; d a young teleutospore; e a teleutospore
with a basidium and two basidiospores (s); f two series of
æcidiospores (Ph. rosæ).
Calyptospora gœppertiana; teleutospores on Vaccinium vitis idæa;
spermogonia and æcidia on Abies alba (Firneedle-Rust).
Coleosporium (Fig. 155) forms its uredospores in reddish-yellow chains; for the
teleutospores, see page 147. C. senecionis, on the Groundsel; its æcidium
(Peridermium wolffii) on Pine-leaves (Fig. 155 a). Other species on Sonchus,
Petasites, Campanula, Rhinanthaceæ.
Chrysomyxa (Fig. 156) has bright red, branched teleutospore-chains; each
spore developes a 4-celled basidium. C. ledi, on Ledum palustre; its æcidia on the
leaves of the Fir. C. abietis (Fig. 156), without uredo-and æcidiospores;
teleutospores on the leaves of the Fir. In the first summer, yellow bands are formed
on the leaves, and in the following spring the red cushions of spores.