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In the Light of Evolution: Volume X: Comparative Phylogeography (2017)

Chapter: 14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth

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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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14

Evolutionary Lessons from California Plant Phylogeography

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VICTORIA L. SORK,*#PAUL F. GUGGER,JIN-MING CHEN,§ AND SILKE WERTH||

Phylogeography documents the spatial distribution of genetic lineages that result from demographic processes, such as population expansion, population contraction, and gene movement, shaped by climate fluctuations and the physical landscape. Because most phylogeographic studies have used neutral markers, the role of selection may have been undervalued. In this paper, we contend that plants provide a useful evolutionary lesson about the impact of selection on spatial patterns of neutral genetic variation, when the environment affects which individuals can colonize new sites, and on adaptive genetic variation, when environmental heterogeneity creates divergence at specific loci underlying local adaptation. Specifically, we discuss five characteristics found in plants that intensify the impact of selection: sessile growth form, high reproductive output, leptokurtic dispersal, isolation by environment, and the potential to evolve longevity. Collectively, these traits exacerbate the impact of environment on movement between populations and local selection pressures—both of which influence phylogeographic structure.

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* Department of Ecology and Evolutionary Biology, University of California, Los Angeles, CA 90095-7239; Institute of the Environment and Sustainability, University of California, Los Angeles, CA 90095-1496; Appalachian Laboratory, University of Maryland Center for Environmental Science, Frostburg, MD 21532; §Key Laboratory of Aquatic Botany and Watershed Ecology, Wuhan Botanical Garden, Chinese Academy of Sciences, Wuhan, Hubei 430074, China; and ||Institute of Plant Sciences, University of Graz, 8010 Graz, Austria. #To whom correspondence should be addressed. Email: vlsork@ucla.edu.

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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We illustrate how these unique traits shape these processes with case studies of the California endemic oak, Quercus lobata, and the western North American lichen, Ramalina menziesii. Obviously, the lessons we learn from plant traits are not unique to plants, but they highlight the need for future animal, plant, and microbe studies to incorporate its impact. Modern tools that generate genomewide sequence data are now allowing us to decipher how evolutionary processes affect the spatial distribution of different kinds of genes and also to better model future spatial distribution of species in response to climate change.

Phylogeographic analyses document the impact of geographic boundaries, geological changes, and climatic fluctuations on evolutionary processes that drive population divergence, speciation, and the formation of communities (Comes and Kadereit, 1998; Avise, 2000; Hewitt, 2001; Hickerson et al., 2010). Early and highly cited studies of phylogeography have emphasized the impact of recent glaciation in Europe and North America and detail population expansion and migration northward (Avise et al., 1987; Hewitt, 1996, 2000). Comparison of phylogeographic data across multiple species often reveals common patterns due to similar changes in space and time associated with specific landscapes (e.g., Hewitt, 1996, 1999; Soltis et al., 1997; Brunsfeld et al., 2001; Ruegg and Smith, 2002; Calsbeek et al., 2003; Carstens et al., 2005; Rissler et al., 2006; Shafer et al., 2010; Ralston and Kirchman, 2012). In regions that were glaciated during the Pleistocene, the location of refugia and regional topography can shape the postglacial migration routes in similar ways across species (Avise et al., 1987; Comes and Kadereit, 1998; Hewitt, 1999; Petit et al., 2003; Shafer et al., 2010; Sproul et al., 2015). The emphasis on formerly glaciated regions where many species expanded from common refugia highlighted the congruence in patterns of historical migration and demography. However, the focus on commonality has overlooked the fact that, ultimately, phylogeography is the result of the interaction between organisms and their environment. Because species respond individualistically to climate fluctuations across the physical landscape, co-occurring species often show discordant phylogeographic patterns (e.g., Soltis et al., 2006). In fact, not only do species respond individualistically, but so too can populations within species (Hu et al., 2009; Gugger et al., 2010). One way to understand these responses is to incorporate life history traits into interpretations of congruence or discordance among species in their phylogeographic patterns (Papadopoulou and Knowles, Chapter 8, this volume).

We propose that plant species have characteristics that amplify their sensitivity to the environment and have the potential to affect phylogeography differently than observed for most animal species. Our argument

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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is motivated by a classic article by Bradshaw (1972), who proposes that important “evolutionary consequences of being a plant” are the particularly strong impacts of natural selection on plant populations. For instance, simply the fact that plants photosynthesize means that they depend on their local environment for light, water, and nutrients to survive, which creates a strong opportunity for selection and local adaptation. In addition to their dependence on the environment, they possess certain traits that enhance the influence of selection. Sessile growth form makes plants very different from animals. Once plants are established, they must survive and reproduce in that environment whereas most animals have some ability to move if the environment is not suitable. Likewise, plants have additional traits that Bradshaw argues enhance the impact of natural selection, including high reproductive output, leptokurtic dispersal, strong influence of environment on gene flow, and potential for longevity. Obviously, these traits are not exclusive to plants. For example, algae photosynthesize, corals and many marine invertebrates are sessile, and fungi exhibit high reproductive output with leptokurtic dispersal. Nonetheless, our goal here is to explore how key characteristics found in plants illustrate an evolutionary lesson about the role of natural selection in shaping migration patterns and demographic history over space and time. We are not necessarily arguing that selection is stronger in plants than animals although Bradshaw (1972) argues strongly for this case. However, we do propose that specific traits found in plants and some other taxa allow selection to shape phylogeography. In the first part of the chapter, we discuss the phylogeographic impact of each of these traits. In the second part, we present two case studies that illustrate how these characteristics shape phylogeography.

PHYLOGEOGRAPHIC CONSEQUENCES OF BEING A PLANT

Sessility

A plant is stationary once established. The obvious consequence of sessility is that it is easy to document the history of movement because the genotypes of the plants provide a clear geographic record of their distribution. More importantly, this attribute means that, once a seed is dispersed, germinates, and becomes a seedling, the plant must survive and reproduce in that same location. In contrast to animals that can move in the course of a day from one environment to another to optimize environmental conditions or can move seasonally for better foraging or mating conditions, a plant must tolerate its location and eventually reproduce, or die. Thus, spatially varying selection pressures are often conspicuous across plant populations, creating local adaptation as well as strong geographic

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

patterns of adaptive genetic variation that will be associated with environmental gradients, sometimes even over short distances (Antonovics, 1971; Wright et al., 2006).

An early demonstration of the importance of natural selection in plants is the work of Clausen et al. (1947), which showed through a series of common garden plots that plants grew best when planted near their native environments and that plants from local environments grew better in those sites than plants derived from sites from different environments. The use of common gardens and reciprocal transplants has a long tradition in plant evolutionary biology to document genetic differences (Linhart and Grant, 1996; Kawecki and Ebert, 2004). In forestry, the use of common gardens, also known as provenance studies, has provided a foundation for forest management practices (Langlet, 1971; Mátyás, 1996). Through these studies, we know that phenotypic differences among natural populations have a genetic basis. Due to the emergence of next-generation sequencing, it is also possible to identify adaptive variation in natural populations by identifying outlier loci that significantly correlate with environmental gradients (Hancock and Rienzo, 2008; Coop et al., 2010; Sork et al., 2013). These loci under selection will produce a geographic pattern of adaptive genetic variation that might differ from that demonstrated by neutral markers. Thus, the sessile nature of plants may, at a minimum, better document the spatial signature of adaptive versus neutral processes, which provides a lesson on the importance of this trait for phylogeographic studies.

Most Plant Species Exhibit a Leptokurtic Pattern of Gene Flow

An obvious difference between plants and animals is their dispersal biology. Gene flow can occur through pollen and seeds in plants (Levin, 1981), which means that the geographic patterns of genetic variation are created through two separate and often asymmetric processes (Oddou-Muratorio et al., 2001; Hamilton and Miller, 2002; Sork and Smouse, 2006; Sork et al., 2015). Plants have chloroplasts, which are haploid and nonrecombining (like mitochondrial DNA), that prove useful for documentation of migration and demographic history. Due to their uniparental inheritance, the organellar genomes can help to separate the impact of the two processes on phylogeography, which has been demonstrated in several tree species (e.g., Latta and Mitton, 1997; Liepelt et al., 2002; Burban and Petit, 2003; Gugger et al., 2010). A unique aspect of plant dispersal is that we can see whether genes are spread through pollen or seed dispersal and colonization. This separation also allows us to determine whether environmental factors, such as phenological differences that could affect differential fertilization success between populations or biotic dispersal

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

vectors, could create individualistic responses to climatic fluctuations and physical landscapes.

A further notable characteristic of plant dispersal biology is that gene flow is often leptokurtic, with the majority of pollen and seeds dispersing locally near where the genotype is likely to be most well adapted (Bradshaw, 1972). At one extreme, plants with inbred mating systems and limited seed dispersal may have highly restricted gene flow and a high degree of genetic structure that will be enhanced by selection (Loveless and Hamrick, 1984). The phylogeography of these species might be similar to animals with restricted dispersal and small population sizes. However, at the other extreme, outcrossing species with leptokurtic dispersal kernels will exhibit both local and long-distance dispersal (Sork and Smouse, 2006; Hardy, 2009). In this regard, plants might show different phylogeographic patterns than animals. In plants with long-distance dispersal, selection will favor individuals who can survive in the new environment, which will then create divergence from the source population for loci under selection. However, for neutral genetic markers, long-distance dispersal will maintain high connectivity among populations (Hardy, 2009). For example, in the Mediterranean regions of Europe, the tree and shrub species with the most genetically divergent populations were those with low seed dispersal abilities. In contrast, the genetically most diverse populations were located at intermediate latitudes, where divergent lineages from separate refugia immigrated and established (Petit et al., 2003). If animals move long distances, we do not expect strong population divergence at adaptive genetic loci because they are likely to select suitable habitats. Of course, if animals disperse and do not maintain ongoing gene exchange, population divergence will emerge. Such a scenario is illustrated in a study of 22 species of Californian amphibians and reptiles and 75 phylogeographic lineages across those species (Rissler et al., 2006), which identified congruent lineage breaks for multiple species across the Central Valley; San Francisco Bay; and the Sierra Nevada, Tehachapi, and Trinity ranges of California. Such results suggest that dispersal and divergence across species are similarly affected by the landscape. In contrast, the lesson from plants is that they often have a distribution of dispersal distances and that the interaction between dispersal and selection for local adaptation can promote divergence at smaller scales for adaptive genetic variation and less divergence among neutral markers.

High Reproductive Output

Most plant species have high fecundity and much higher offspring-to-parent ratios than animal species. This high reproductive output is reminiscent of the high volume of male gametes produced by many

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

organisms relative to the number fertilized; in many plant species, the high reproductive output results in thousands of seeds that can survive if they land in the right environment, but few do—resulting in strong selection. For trees, high fecundity across years reduces the impact of any single reproductive episode, which buffers year-to-year variation in seed production (Petit and Hampe, 2006). A benefit of high reproductive output is that it mitigates the uncertainty of seed survival. When combined with the leptokurtic dispersal kernel for pollen and seeds, it enhances the potential for the evolution of local adaptation within the vast majority of locally dispersed propagules and the opportunity for long-distance dispersal events to transport the seeds somewhere that an individual can survive. This life history trait would enhance the ability of plants or other sessile organisms to have large species distributions. For example, it may be a contributing factor for wide ranges of invasive weedy plant species. The lesson we learn from this trait is that high reproductive output increases the potential for wide dispersal and for selection on propagule after dispersal that enhances their ability to colonize and establish in new sites.

Environmental Influence on Gene Flow

The combination of sessility and local adaptation can create population divergence in heterogeneous landscapes due to the joint effects of isolation by distance (IBD) and isolation by environment (IBE) (Wang and Bradburd, 2014) or isolation by adaptation (IBA) (Andrew et al., 2012). An implicit assumption of phylogeography is that gene flow decreases with distance and is modified by the physical landscape. Because most plant species exhibit leptokurtic dispersal that results in spatial autocorrelation of genotypes (Smouse and Peakall, 1999; Vekemans and Hardy, 2004), isolation by distance (Wright, 1943; Slatkin, 1987) will almost always be involved in plant phylogeography. With IBE, the environmental differences will also shape genetic distances through a variety of processes. Such processes could include isolation caused by differences in flowering time created by environment differences (e.g., Stanton et al., 1997; Yamagishi et al., 2005) or nonrandom gene flow created by dissimilar pollinator communities across environments (e.g., Vickery, 1992; Bradshaw and Schemske, 2003). IBA increases divergence at neutral loci when migrants from one locally adapted population are unable to successfully immigrate into a population in a different environment. For example, Andrew et al. (2012) report that environmental variables such as soil nitrogen and vegetative cover explained more of the variation in genetic differences than IBD or landscape resistance alone. Thus, the dependence of plants on the local environment that they remain in throughout their life span

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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means that the environmental heterogeneity is highly likely to shape plant phylogeography.

In case studies reported below, we highlight how species with plant characteristics are very likely to illustrate the influence of the environment on population divergence. In the literature, we also find other examples of environmental effects on the phylogeography of plants. For example, in a study of the Sonoran desert succulent Euphorbia lomelii in Baja California, temperature variables affecting phenological synchrony of flowering significantly affected geographic patterns of genetic variation after controlling for phylogeographic history (Dyer et al., 2010). In another example, we learn how microhabitat preferences may create different phylogeographic outcomes in codistributed and closely related montane sedges from the Rocky Mountains (Massatti and Knowles, 2014). In that study, through the use of next-generation sequence data and species distribution models, Massatti and Knowles (2014) demonstrate that the ecology of the species interacts with glaciations to produce fundamental differences in the past distributions. Thus, the strong impact of the environment on patterns of geographic differentiation found in plants highlights the role of the environment on phylogeography and the opportunity for selection that needs more attention. Of course, the phylogeography of animal species is also likely to show evidence of IBE (Sexton et al., 2014), but the mechanisms for those patterns are likely to differ.

Longevity, or Plants Can Be Trees

One of the most unique differences between plants and animals is that plants can be extremely long-lived with indeterminate growth (Bradshaw, 1972). The local environment experienced by a tree throughout its life span will influence both a plant’s size and its reproduction. Even a long-lived turtle grows to adult size that is more or less constant and can move to a new environment to suit its preference. In contrast, for long-lived perennial plants, selection acts strongly on the seedling stage, and it persists to act throughout their long life spans. Longevity helps maintain effective population size and genetic variation of populations (Petit and Hampe, 2006), which means that reproductive episodes throughout a life span will produce genetically diverse offspring that may experience different selective pressures in the face of environmental variability. Thus, longevity can help prevent extinction of local populations (Petit and Hampe, 2006). In addition, trees have great potential for long-distance gene flow and large effective population sizes (Petit and Hampe, 2006). The bristlecone pine (Pinus longaeva) of the White Mountains in California and Nevada provides a dramatic example of the impact of longevity and large effective population size on phylogeography (Schierenbeck, 2014). The bristlecone

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

pine can live over 5,000 years and once was widespread at lower elevations throughout the Great Basin during the Last Glacial Maximum. However, its current range is restricted to isolated mountaintops at the western edge of its former distribution (Lee et al., 2002). Despite the limited and fragmented distribution of bristlecone pine, its level of genetic diversity is comparable with that of other pines. Thus, we see many tree species with widespread distributions whose longevity may have prevented population contractions from resulting in complete extinction before environmental conditions would allow expansion.

CASE STUDIES OF PLANT PHYLOGEOGRAPHY

Evolutionary Lessons from a California Endemic Oak, Quercus lobata

Study Region

California is a species-rich biogeographic region that simultaneously offers a multifaceted history of geological change, complex geographical structure, and historic climatic fluctuations (Calsbeek et al., 2003), providing a convenient laboratory for phylogeographic study. The majority of California is within the species-rich California Floristic Province (Raven and Axelrod, 1978; Baldwin, 2014), which contains more than 4,700 native plant species, almost half of them endemic (Lancaster and Kay, 2013; Baldwin, 2014), and is one of the world’s biodiversity hot spots (Myers et al., 2000; Calsbeek et al., 2003; Mittermeier et al., 2005; Loarie et al., 2008). Many factors could have contributed to this biogeographic pattern. First, this region is a confluence of different floras that allowed a high accumulation of species (Raven and Axelrod, 1978; Swenson and Howard, 2005; Baldwin, 2014). Second, long-term environmental stability of some areas has been inferred to account for substantial paleoendemism (Stebbins and Major, 1965; Raven and Axelrod, 1978). Third, topographic complexity, environmental heterogeneity, and isolation may have created high speciation rates (Baldwin, 2014). Fourth, the emergence of the Mediterranean climate enhanced the diversification of lineages since the Middle Miocene when the transition toward summer dry periods began (Baldwin, 2014). However, based on an analysis of the molecular phylogenies of 16 angiosperm clades, Lancaster and Kay (2013) argue that low extinction rates, not high speciation rates, account for the high biodiversity of the California Floristic Province. Not only would the lack of glaciation foster persistence, but also the topography itself may enhance survival because plants could respond to climatic fluctuations by shifting their altitudinal distributions along steep topographic gradients with a moderating effect of montane areas on precipitation patterns. In addition, the combination

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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of topographical gradients with only moderate temperature oscillations would allow populations to expand and contract regionally and avoid extinction (Grivet et al., 2006; Gugger et al., 2013). Thus, California provides an opportunity to examine phylogeographic patterns that can be distinct from the postglacial population expansion dynamics reflected by species in Europe (Petit et al., 2003), eastern North America (McLachlan et al., 2005; Soltis et al., 2006), and northwestern North America (Soltis et al., 1997; Brunsfeld et al., 2001; Carstens et al., 2005).

The Case

Q. lobata Née (valley oak) offers an excellent system to illustrate some of the phylogeographic lessons to be learned from plants, particularly in a region that has experienced limited glaciation. Valley oak is one of the four major endemic tree oaks of California. Its distribution along the eastern foothills of the Coast Ranges and western foothills of the Sierra Nevada surrounding the Central Valley covers a large portion of California. This distribution has remained relatively stable within California through global climate cycles (Gugger et al., 2013), yet valley oak experiences diverse environments and geography across its distribution. We have analyzed the evolutionary history using several kinds of evidence (Stebbins and Major, 1965): (i) nuclear microsatellite markers to assess the overall genetic structure of the species using STRUCTURE (Falush et al., 2003a) (Fig. 14.1A) and environmental associations with constrained ordinations; (ii) chloroplast genetic markers, using BAPS (Corander et al., 2008) to assess patterns of colonization by seed dispersal over time (Fig. 14.1B); (iii) species distribution modeling to assess the potential shifts in distribution during glacial and interglacial periods (Fig. 14.2). In addition, we have evidence from next-generation sequencing data to investigate the role of natural selection on divergence (Sork et al., 2016) (Fig. 14.3).

Nuclear DNA phylogeography supports a role for high genetic connectivity among populations, most likely through regionally widespread pollen dispersal (Fig. 14.1A). In one study, a clear east–west split was observed (Gugger et al., 2013), and, in others, there was a north–south subdivision (Sork et al., 2010; Ashley et al., 2015; Gugger et al., 2016). A key insight from this work is that patterns of genetic variation on the landscape are not just a product of geographic features but are also a product of climatic influences on migration patterns and local selection. Multivariate analyses suggest that climate explains at least as much genetic variation as spatial/geographic forces do (Sork et al., 2010; Gugger et al., 2013), consistent with a growing body of work in other oak species (Riordan et al., 2016). In valley oak, a signature of climate impacts from both the present and the Last Glacial Maximum implies a stability of these popu-

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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FIGURE 14.1 Maps of genetic structure of Q. lobata inferred from the nuclear and chloroplast microsatellite genotypes. (A) STRUCTURE analysis of nuclear microsatellites. (B) Genetic clusters using BAPS. Pie charts represent the proportion of genetic assignment to each inferred genetic cluster. Background gradient (gray scale) represents elevation (figures modified from Gugger et al., 2013).

lations in this topographically complex region that has lasting impacts. Furthermore, the east–west split is associated with both geographic separation and niche differences detected through species distribution models (Gugger et al., 2013), a finding corroborated in other oak species in the region (Ortego et al., 2015a,b). The strong associations of overall genetic structure with climate are most likely due to isolation by environment (Wang and Bradburd, 2014).

The phylogeographic analyses of chloroplast DNA variation support the inference that valley oak’s distribution was stable and that migration was local (Fig. 14.1A). We observed many more haplotypes than observed

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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FIGURE 14.2 Vectors represent the local migration direction of Q. lobata during recent interglacial and glacial periods predicted by species distribution models. (A) Predicted movement from the last interglacial period (~120 ka) to the Last Glacial Maximum (21 ka). (B) Movement from the Last Glacial Maximum to the present. Dark gray background represents areas where Q. lobata was inferred to be present in both time periods, medium gray indicates presence in one time period, and background light gray is presence in no time period (modified from Gugger et al., 2013).

in Europe, and those haplotypes were only locally distributed rather than dispersed widely across the species range as observed in regions with large impacts of glaciation (Grivet et al., 2008; Gugger et al., 2013). Species distribution models based on climate data indicate that valley oak habitat has been largely stable throughout its current distribution since at least the last interglacial period over 100 ka (Gugger et al., 2013). The limited distribution changes that did occur were likely local elevational shifts, which are suggested by the short distances of vectors between interglacial, glacial, and contemporary periods (Fig. 14.2). This finding is in stark contrast to similar niche models in an eastern North American white oak, Quercus alba, which expanded and contracted dramatically in response to climate change (Gugger et al., 2013). Habitat stability and the

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×
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FIGURE 14.3 Association of an outlier SNP from a growth gene with geography and climate gradient detected through environmental analysis. (A) Map of allele frequency of a gene putatively involved in local growth adaptation. Pie charts represent proportion of each allele in each sample site. (B) Regression of temperature seasonality with allele frequency of the same growth gene (data taken from Sork et al., 2016).

restricted movement of valley oak in a diverse climate landscape may have promoted local adaptation.

Phylogeographic studies use neutral genetic markers to study migration and demographic history, but a growing body of research investigates geographic patterns of adaptive genetic variation. In valley oak, landscape genomic analyses to test for natural selection identify a number of candidate genes for local adaptation to climate (Gugger et al., 2016; Sork et al., 2016). What is most striking is that allele frequencies in these genes do not typically align with neutral genetic structure and instead follow other climate gradients (Fig. 14.3). This pattern demonstrates that adaptive alleles may readily disperse on the landscape despite population structure, such as shown for introgressed genes from invasive salamanders (Fitzpatrick et al., 2010). Another interesting initial finding is that significant evidence of natural selection along climate gradients could be detected with relatively small samples sizes, suggestive of strong local adaptation to environments (Gugger et al., 2016). Sork et al. (2016) found that several functional genes have allele frequencies that correlate with climate gradients in a pattern different from neutral genetic structure. In a landscape genomic study of balsam fir, a gene associated with circadian rhythm showed evidence of local adaptation to temperature (Fitzpatrick and Keller, 2015). A step forward for phylogeography will be to incorporate adaptive genetic

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

variation into a historical demographic context to infer when adaptations arose in response to particular environmental factors (Gavin et al., 2014). Nonetheless, these studies demonstrate how dispersal patterns and environmental forces come together to generate local adaptation and current patterns of phylogeography.

Returning to the five characteristics of plants, valley oak illustrates several lessons about features common to plants. The sessile nature of valley oaks leaves them vulnerable to the local environment around them. As a result, the climate environment has particularly strong influence on genetic variation at the landscape level, leading to isolation by environment and local adaptation. Having two modes of dispersal leads to a dual pattern of local genetic structure with effective regional gene flow. These modes, along with their leptokurtic distribution, permit adaptive genetic variation that enhances fitness to spread relatively freely (presumably through pollen dispersal) despite regional or local genetic structure. In the case of this tree, longevity has led to a lasting signature of past climate on present patterns of genetic variation. Long generation times may hamper the ability of trees to respond to future climate change. On the other hand, high reproductive output, effective gene flow, and large effective population sizes may enhance adaptive responses.

Evolutionary Lessons from California’s State Lichen, Ramalina menziesii

Study Region

The widely distributed lace lichen R. menziesii Taylor (Fig. 14.4) covers a dramatic latitudinal range centered in California but extends south to Baja California of Mexico and north along the western coast of North America to Alaska. The lichen is found in six ecoregions, from fog desert in south ranges to the coniferous forest of the Pacific Northwest and Alaska. This unusual species distribution provides an opportunity to study phylogeographic processes across glaciated and unglaciated regions, to determine whether diversity is higher in the ecoregions within the California Floristic Province than other ecoregions (Fig. 14.5A). Within each ecoregion, the lichen will be found on a subset of phorophyte species (i.e., the plant on which the lichen grows). Through an analysis of the four low-copy nuclear genes (Fig. 14.5B), we found evidence that the center of genetic diversity and probably the origin of this lichen is the California Floristic Province (Sork and Werth, 2014).

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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FIGURE 14.4 Photographs of lace lichen (R. menziesii). (A) Closeup photography of lace lichen thallus (photograph taken by S.W.). (B) Deciduous valley oak (Q. lobata) heavily colonized by lace lichen.

The Case

R. menziesii, which shares many features with plants, offers a unique opportunity to examine the impact of those features. One key difference among most vascular plants and lichens is that lichens do not tap a root system into a water reservoir, but depend on ambient precipitation and fog to satisfy their demands for water. Nonetheless, like plants, their needs for humidity, nutrients, and light for photosynthesis and their sessile lifestyle make them very dependent on the local environment. Lichens are created by the symbiotic relationship between a mycobiont and a photobiont. In this lichen, the haploid lichen-forming ascomycete R. menziesii associates with the haploid photosynthetic green alga Trebouxia decolorans (predominantly) (Werth and Sork, 2008, 2010, 2014; Sork and Werth, 2014) and lives for 15–20 years or longer in its lace-like growth form (Fig. 14.4). This symbiosis also provides an opportunity to use comparative phylogeography to understand the extent to which environmental factors have

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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images
FIGURE 14.5 Spatial distribution of sampling sites and clades of the lichen-forming fungus R. menziesii along western North America. (A) Sampling sites, color-coded by ecoregion. (B) Bayesian Markov Chain Monte Carlo tree generated in BEAST on the basis of four nuclear genes, with ecoregion-specific clades color-coded as indicated in the figure. AK, Alaska; BCC, Baja California coastal; BCI, Baja California interior; CA, California; CAI, California interior (based on data reported in Sork and Werth, 2014).
Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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contributed to the evolutionary history of a species with similar features to many plant species, including the absence of longevity.

To understand the phylogeographic history of the lichen, it is most illustrative to investigate the fungal genome because it is the lichenized fungus that creates the intricate thallus structure of the lichen R. menziesii. Below, we discuss how dispersal and high reproductive output shape the complex history of the fungal genome and its green-algal photobiont, and we compare the phylogeographic history of the two symbiotic taxa that have experienced the same environment during evolution because of their association. The dispersal of both the lichen mycobiont and photobiont are important to the phylogeography of R. menziesii. The fungus reproduces mainly sexually with high reproductive output and is able to disperse broadly (Werth and Sork, 2008). To form a new lichen thallus, a germinating fungal ascospore has to associate with a compatible local algal strain through a process termed “relichenization” that involves horizontal transmission of the photobiont. The lace lichen has high dispersal capability combined with high reproductive output. In fact, it has been hypothesized for taxa with microscopic dispersal stages, such as lichens that disperse with spores, that dispersal does not limit their geographic distributions: In these cases, everything is everywhere, and “the environment selects” (Baas Becking, 1934). In the case of the lace lichen, spores must land where T. decolorans (or in a small region, an alga similar to Trebouxia jamesii) is present or lichen will not establish (Werth and Sork, 2014a). The mycobiont must be sufficiently specialized to be compatible with the photobiont’s physiology but not so specialized that it cannot relichenize with a range of green algal genotypes. For this particular lichen, high dispersal capability and high reproductive output of the microscopic spores are essential, given that the photobiont is not codispersed in these propagules.

An interesting feature of the lace lichen is that it can persist in a broad range of habitats and ecoregions, most likely due to local adaptation of the photosynthetic green alga, rather than the mycobiont. For example, in a local-scale study, the green algal populations (but not the mycobiont) showed genetic differentiation across their oak phorophytes (Werth and Sork, 2008, 2010). In our species-wide genetic analysis of T. decolorans, we found that the abundance of strains differs among phorophyte species and that green-algal populations are differentiated according to phorophyte (Werth and Sork, 2014). Through a multivariate analysis of the genetic association of T. decolorans across the landscape with climate and geographic location, we found a significant influence of climate, as well as a significant effect of the species of the phorophyte where the green-alga genotype was found. These findings highlight the potential role of the environment as a selecting force shaping the phylogeographic structure of this symbiotic association by acting on the photobiont. An advantage

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

of this system could be that the fungus associates with locally adapted algal partners (Usher et al., 2007), which may allow the lichen to have a broad distribution range.

The lace lichen study system also offers a noteworthy opportunity to study comparative phylogeography. First, we compared the genealogical trees from a subset of samples that had mycobiont and photobiont genotypes. We discovered some similarities in their clustering with certain ecoregions, but overall the phylogenetic trees were largely incongruent among symbionts, suggesting little coevolution between fungal and algal genotypes (Chen et al., 2016). Next, we compared recent migration patterns for different types of genetic markers to see whether the symbionts were showing similar patterns of movements, which one might expect given that they coexist within the same individual and may respond to climatic fluctuations in a similar way (Chen et al., 2016). The analysis revealed that the mycobiont and photobiont of lace lichen showed a general tendency to move south, with different patterns of movement across ecoregions for each of the markers (Fig. 14.6). The slightly similar clustering of haplotypes in the genealogical trees probably reflects the barriers imposed by differences across ecoregions. However, the overall lack of concordance between the phylogeographic patterns of these two symbiotic taxa might be explained better by dissimilar migration (Chen et al., 2016). In short, the differences in the dispersal abilities of the two taxa, and possibly the differences in their microhabitat preferences, illustrate that plant life history traits can disrupt cophylogeography of mutualistic co-occurring taxa. Overall, our comparative analyses illustrate that the contribution of both migration and local adaptation is shaping the phylogeography of the involved taxa.

The lace lichen, which shares many traits found in plants, also illustrates the evolutionary lesson that selection matters in phylogeography. Their sessile nature and their physiology make them sensitive to the local environment around them with a particularly large opportunity for selection to create locally adapted genotypes. The impact of selection is reflected in fungal and algal clades restricted to regions with unique climatic conditions (Sork and Werth, 2014; Werth and Sork, 2014) and in photobiont strains differentiated among phorophyte species (Werth and Sork, 2010). Lace lichen’s widespread dispersal capability, along with its high reproductive output, and its ability to associate with locally adapted algal strains have allowed it to occupy an exceptionally wide geographic range across multiple climate zones, encompassing tropical/subtropical dry-to-humid temperate conditions. Climatic signatures are apparent in its phylogeographic pattern, with several fungal and algal clades being restricted to regions with unique climatic conditions. A unique feature of this study system is the opportunity to conduct a comparative phylo-

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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images
FIGURE 14.6 Comparison of recent migration patterns of R. menziesii and T. decolorans across ecoregions as inferred from coalescent analysis for three kinds of markers: (A) fungal nuclear genes, (B) T. decolorans nuclear gene, and (C) T. decolorans chloroplast gene (maps modified from Chen et al., 2016).

geographic analysis of the lace lichen for two organisms experiencing the exact same environments and physical barriers to their migration. The fact that they show incongruent phylogeographic structure within ecoregions and lack of comigration among ecoregions is a dramatic illustration of how selection by habitat, generation time, and dispersal abilities can create different histories and different evolutionary trajectories, even for taxa sharing the same environment.

CONCLUSIONS

The overarching evolutionary lesson from plants and these two case studies that occupy regions with high environmental heterogeneity and high species diversity is the contribution of natural selection in the response of species to climate fluctuations and the presence of major physical barriers. The geographic location of early phylogeographic studies in glaciated regions where populations have expanded and contracted

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
×

from unglaciated refugia has taught us about the impact of neutral demographic patterns on species distributions. Common physical barriers have often led to concordance among multiple species that highlights shared impacts of neutral demographic processes. Increasingly, however, we are finding that co-occurring species are responding individualistically (Prates et al., Chapter 3, this volume; Papadopoulou and Knowles, Chapter 8, this volume). As studies have been expanded to regions where populations have persisted over longer time frames than the last glaciation and to regions with high environmental heterogeneity promoting ecological impacts of gene movement, we observe the effect of nonneutral processes. Selection pressures across diverse environments will enhance population divergence and often lead to discordance among species in the same region. Selection against migrants from different environments will result in divergent genomewide genetic signatures across populations. In addition, the movement of pollen, seeds, or individuals across a landscape allows the introduction of variants at certain loci that might enhance local adaptation of the populations. The phylogeography of adaptive variation may differ from that of neutral markers. Plants may have traits that can exacerbate or simply highlight the impact of natural selection, but the phylogeographic history of all organisms will be affected by both neutral and adaptive processes. The increased availability of datasets with large numbers of loci derived from next-generation sequencing will create the next phase of phylogeography that allows us to examine the history of movement of not just species but the processes that led to the shifts in species distributions. Future studies that use the new genomic tools that include neutral and adaptive genetic markers, incorporate information about adaptive and demographic responses, and include the contribution of life history traits will more accurately model species-specific shifts in species distributions due to climate change.

ACKNOWLEDGMENTS

We thank the organizers of this symposium, Francisco Ayala and John Avise, its participants, and two anonymous referees. V.L.S. thanks Ryan Harrigan, Brad Shaffer, and Steve Weller for valuable discussion and Krista Beckley for help with the figures. We thank our collaborators on valley oak phylogeography: Frank Davis, Delphine Grivet, Maki Ikegami, Robert Westfall, and Jianli Zhao. We acknowledge the following funding sources: the National Geographic Society (V.L.S. and S.W.), the Swiss National Science Foundation (S.W.), European Commission Marie Curie Fellowship “Lichenomics” 302589 (to S.W.), the University of California, Los Angeles (P.F.G. and V.L.S.), and the Chinese Academy of Sciences (J.-M.C.).

Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Suggested Citation:"14 Evolutionary Lessons from California Plant Phylogeography - Victoria L. Sork, Paul F. Gugger, Jin-Ming Chen, and Silke Werth." National Academy of Sciences. 2017. In the Light of Evolution: Volume X: Comparative Phylogeography. Washington, DC: The National Academies Press. doi: 10.17226/23542.
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Biodiversity--the genetic variety of life--is an exuberant product of the evolutionary past, a vast human-supportive resource (aesthetic, intellectual, and material) of the present, and a rich legacy to cherish and preserve for the future. Two urgent challenges, and opportunities, for 21st-century science are to gain deeper insights into the evolutionary processes that foster biotic diversity, and to translate that understanding into workable solutions for the regional and global crises that biodiversity currently faces. A grasp of evolutionary principles and processes is important in other societal arenas as well, such as education, medicine, sociology, and other applied fields including agriculture, pharmacology, and biotechnology. The ramifications of evolutionary thought also extend into learned realms traditionally reserved for philosophy and religion.

The central goal of the In the Light of Evolution (ILE) series is to promote the evolutionary sciences through state-of-the-art colloquia--in the series of Arthur M. Sackler colloquia sponsored by the National Academy of Sciences--and their published proceedings. Each installment explores evolutionary perspectives on a particular biological topic that is scientifically intriguing but also has special relevance to contemporary societal issues or challenges. This tenth and final edition of the In the Light of Evolution series focuses on recent developments in phylogeographic research and their relevance to past accomplishments and future research directions.

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