Flora 208 (2013) 453–463
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Flora
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Phylogeography of the heathers Erica arborea and E. trimera in the
afro-alpine ‘sky islands’ inferred from AFLPs and plastid DNA
sequences
Abel Gizaw a,b,∗ , Mulugeta Kebede a,b,1 , Sileshi Nemomissa a , Dorothee Ehrich b,2 ,
Biructawit Bekele a,b,3 , Virginia Mirré b , Magnus Popp b , Christian Brochmann b
a
b
Department of Plant Biology and Biodiversity Management, College of Natural Sciences, Addis Ababa University, P.O. Box 3434, Addis Ababa, Ethiopia
National Centre for Biosystematics, Natural History Museum, University of Oslo, P.O. Box 1172, Blindern, NO-0318 Oslo, Norway
a r t i c l e
i n f o
Article history:
Received 8 September 2012
Accepted 8 June 2013
Available online 2 August 2013
Keywords:
Tree heather
Afro-alpine
Pleistocene refugia
Montane forest bridge
Ethiopia
a b s t r a c t
The ericaceous vegetation zone of the unique and highly fragmented afro-alpine environment in the
eastern African high mountains is typically dominated by the heather Erica arborea, often in combination
with its close relative E. trimera. Both species are shrubs or small trees with tiny seeds, potentially capable
of dispersal by wind over long distances. While E. arborea is widely distributed in Africa, the Middle East
and Europe, E. trimera is endemic to the afro-alpine region where it is restricted to higher altitudes than E.
arborea. We used Amplified Fragment Length Polymorphisms (AFLPs) and variation in non-coding plastid
DNA sequences to test whether these two morphologically and ecologically very similar species display
similar phylogeographic patterns in the afro-alpine region. We predict that the more high-altitudinal
E. trimera shows more distinct genetic structuring than E. arborea, because dispersal of the latter may
have been facilitated by formation of interglacial forest bridges between mountains. Based on extensive
field sampling in most of the high mountains of Ethiopia and East Africa, we show that the two species
are clearly distinct at AFLP and plastid DNA loci. Both showed low levels of overall AFLP diversity, suggesting bottlenecking in small refugial populations during unfavourable climatic periods. However, their
genetic structuring and inferred phylogeographic histories were conspicuously different. The more highaltitudinal E. trimera consisted of three to four distinct AFLP groups, which also had different plastid DNA
haplotypes and different geographic distributions, suggesting long-term restriction to several refugia (at
least one in Ethiopia and two in East Africa). In contrast, E. arborea showed little geographic structuring
at AFLP loci and only a single, widespread plastid DNA haplotype, which may suggest recent colonization
of the entire study area from a single source population, likely via a combination of gradual expansion
via forest bridges and long-distance dispersals. The source population of E. arborea may be situated in (or
north of) Ethiopia, which harbours most genetic diversity.
© 2013 Elsevier GmbH. All rights reserved.
Introduction
∗ Corresponding author at: Department of Plant Biology and Biodiversity Management, College of Natural Sciences, Addis Ababa University, P.O. Box 3434, Addis
Ababa, Ethiopia.
E-mail addresses: abegiz3@yahoo.com (A. Gizaw), kmulugetak@yahoo.com
(M. Kebede), nemomissa@yahoo.co.uk (S. Nemomissa), dorothee.ehrich@uit.no
(D. Ehrich), barkan bek@yahoo.com (B. Bekele), virginia.mirre@nhm.uio.no
(V. Mirré), magnus.popp@nhm.uio.no (M. Popp), christian.brochmann@nhm.uio.no
(C. Brochmann).
1
Current address: Department of Biology, Hawassa University, P.O. Box 05,
Hawassa, Ethiopia.
2
Current address: Institute for Arctic and Marine Biology, University of Tromsø,
NO-9037, Norway.
3
Current address: Jimma University, College of Agriculture and Veterinary
Medicine, P.O. Box 307, Jimma, Ethiopia.
0367-2530/$ – see front matter © 2013 Elsevier GmbH. All rights reserved.
http://dx.doi.org/10.1016/j.flora.2013.07.007
The afro-alpine region in tropical eastern Africa encompasses
the elevated plateaus and mountains in Ethiopia and the isolated high mountain peaks in Kenya, Tanzania, and Uganda. The
vegetation on these mountains, which are often referred to as
biological “sky islands”, is characterized by a high proportion of
endemic species and forms three distinct zones: the lowermost
afro-montane forest zone, the transitional ericaceous or heather
zone, and the uppermost afro-alpine zone proper (Hedberg, 1951).
Phylogeographic studies on the genetic consequences of range
shifts in response to climate change during the Pleistocene have
provided new insights into the history of many species and identified important refugial areas. However, whereas many studies have
addressed the histories of temperate, boreal and arctic species (for
reviews see e.g. Brochmann et al., 2003; Hewitt, 2000; Taberlet
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A. Gizaw et al. / Flora 208 (2013) 453–463
et al., 1998), only a few molecular studies have so far focused
on plants from the afro-alpine region and their history in relation to past climate changes (Assefa et al., 2007; Désamoré et al.,
2011; Ehrich et al., 2007; Gehrke and Linder, 2009; Kebede et al.,
2007; Knox, 1993; Knox and Palmer, 1998; Koch et al., 2006; Popp
et al., 2008). Only the studies of the afro-montane forest endemic
Lobelia giberroa (Kebede et al., 2007) and the widespread afroalpine and arctic-alpine Arabis alpina (Assefa et al., 2007; Ehrich
et al., 2007) focused on phylogeographic questions within the afroalpine region.
The African tropics were colder and drier during the last
glaciation (Bonnefille et al., 1990) and the afro-alpine proper and
ericaceous zones were pushed down by ∼1000 m and covered
larger areas than today (Flenley, 1979; Gottelli et al., 2004). In contrast, the extent of the afro-montane forest zone was reduced, in
particular in its lower-lying parts, where open vegetation expanded
in response to aridification (Bonnefille, 1995; deMenocal, 1995).
During the warm and more humid inter-glacial periods, on the
opposite, the afro-alpine and ericaceous zones contracted to higher
elevations whereas the afro-montane forest expanded and may
have connected originally isolated patches via temporary forest bridges between adjacent mountains (Kebede et al., 2007;
Mohammed and Bonnefille, 1998; Ryner et al., 2006; Voje et al.,
2009). Such range dynamics during the Pleistocene have resulted in
repeated formation of highly fragmented habitats, with the species
of the current ericaceous and afro-alpine zones restricted to isolated high mountain interglacial refugia (Hedberg, 1970).
To extend our limited knowledge of the phylogeographic history of afro-alpine plants we here selected two heather species
characteristic of the ericaceous zone, Erica arborea L. and E. trimera
(Engl.) Beentje. Erica arborea is widespread with a disjunct distribution, occurring in Africa and in the Mediterranean region
including the Atlantic coast of Spain, the Pyrenees and the Middle East including Yemen. In Africa, it is distributed in North Africa
(Morocco and Tunisia), the Tibesti Mountains of Central Sahara
(Chad), the Ethiopian Highlands, and in the mountains of East Africa
southwards to Malawi (Messerli and Winiger, 1992; McGuire and
Kron, 2005; Quezel, 1978). Erica arborea is morphologically variable across its range, also within eastern Africa, but the variation
was considered by Hedberg (1957) to be too continuous to allow
for taxonomic subdivision. In contrast, E. trimera is endemic to
the afro-alpine region and occurs in several mountain systems
of East Africa and the Ethiopian Highlands. This species exhibits
complex morphological variation which is reflected by the contrasting treatments provided by different taxonomists. Five or six
different subspecies, endemic to different mountains or mountain systems, were recognized by e.g. Hedberg (1957; as Philippia
trimera), Beentje (2006), and Dorr (2006). The five subspecies
accepted in Flora of Tropical East Africa (Beentje, 2006) are subsp.
trimera (Ruwenzori Mts), subsp. keniensis (Mt. Kenya), subsp. elgonensis (Mt. Elgon), subsp. jaegeri (Mt. Meru and Mt. Loolmalasin),
and subsp. kilimanjarica (Mt. Meru and Mt. Kilimanjaro). A sixth
subspecies, subsp. abyssinica (the Ethiopian mountains) is accepted
in Flora of Ethiopia and Eritrea (Hedberg and Hedberg, 2003).
Both E. arborea and E. trimera are shrubs or small trees, varying
from 0.3 to12 m in height, and they are morphologically similar
except in a few floral characters. Erica arborea has actinomorphic
flowers and glabrous pedicels with two or three small bracteoles,
whereas E. trimera has zygomorphic flowers and glandular pedicels
without or with only one, recaulescent bracteole (Hedberg and
Hedberg, 2003). Both species produce tiny wind-dispersed seeds
less than 1 mm long (Huckerby et al., 1972; Lind and Morrison,
1974), and can therefore be expected to have similar long-distance
dispersal capacity. The similarities in morphology as well as in habitat ecology often make it difficult to distinguish the two species
in the field (Hedberg, 1971; Johansson et al., 2010). They often
co-occur in the ericaceous zone, but E. trimera tends to dominate
at higher elevations and E. arborea at lower elevations (Hedberg,
1971; Miehe and Miehe, 1994; Wesche et al., 2000). According to
Hedberg (1957), E. arborea occurs in the afro-montane forests at
altitudes down to 2000 m, occasionally also below this level, and
may in some mountains reach far up in the afro-alpine zone proper
(to 4700 m), whereas E. trimera is restricted to altitudes between
3000 m and 4500 m.
In a phylogenetic analysis of African and European Ericas it
was suggested that the African taxa were derived from European
ones and that E. arborea was sister to the African clade (McGuire
and Kron, 2005). In contrast, a recent, range-wide phylogeographic
study of E. arborea based on four plastid DNA loci provided strong
evidence for origin of E. arborea in eastern Africa and expansion
to other parts of the world in two waves, before and during the
Pleistocene (Désamoré et al., 2011). Based on a preliminary phylogenetic analysis, the authors of this study suggested also that E.
arborea and E. trimera are closely related and probably constitute
sister species. They did not, however, address the phylogeographic
history of E. arborea within eastern Africa.
Based on extensive new field collections, we here use AFLP
markers and plastid DNA sequences to describe the pattern of
genetic variation and infer the history of both E. arborea and E.
trimera in the afro-alpine region. We specifically ask whether these
two morphologically and ecologically very similar species have
similar phylogeographic histories in this region. In particular we
investigate whether the geographic structure of genetic variation
is consistent with long-term isolation in several refugia in different
mountain areas, and/or whether their potentially large capacity for
long-distance wind dispersal has resulted in poor geographic structuring among mountains. We predict that E. trimera shows the most
distinct geographic structuring of the two, because it tends to be
restricted to higher altitudes than E. arborea and therefore may rely
on intermountain colonization solely via long-distance dispersal,
whereas E. arborea, by extending down into the montane forest,
also may have spread to other mountains via interglacial montane
forest bridges.
Materials and methods
Plant material and DNA extraction
Fresh leaf tissue of E. arborea and E. trimera was collected in
the field from 11 high mountain systems in Ethiopia and Tropical
East Africa (Kenya and Tanzania) in 2003/2004 and dried in silica
gel (Appendix 1, Fig. 1). The silica material and voucher specimens
were deposited at the National Herbarium of Addis Ababa University, Addis Ababa, Ethiopia, and duplicates of the silica material
were also deposited at the Natural History Museum, University
of Oslo (O). Whenever possible, several distant populations were
sampled from each mountain, each of them represented by five
individual plants. The two species are however morphologically
very similar and difficult to distinguish except by some floral characters. As many of our populations were not in flower or fruit
at the time of collection, their taxonomic assignment had to be
re-evaluated after the genetic analysis was carried out. This procedure resulted in consistent separation of the species, since we
identified two distinct genetic groups (cf. Results section) to which
those specimens collected with flowers or fruits could be assigned.
Although this approach resulted in a somewhat uneven representation of the two species in our sampling from the different
mountains, it was sufficient to address the broad histories of both
species. For the AFLP analysis we used a total of 169 individual plant
samples collected in the field, of which 59 belonged to E. arborea and
110 to E. trimera. Of these 169 samples, nine samples of E. arborea
A. Gizaw et al. / Flora 208 (2013) 453–463
455
Fig. 1. Genetic structure, diversity and distinctiveness in Erica arborea and E. trimera based on AFLP and plastid DNA data. The thick dark grey lines depict the Great Rift
Valley. (a) Plastid DNA sequence variation in E. trimera. The network also includes the single haplotype observed in E. arborea (H-EA), with black dots indicating hypothetical
intermediate haplotypes (extinct or unsampled) and circle size reflecting sample size. The pie diagrams on the map show haplotype frequencies; colours are as in the haplotype
network. (b) AFLP variation in E. arborea. The size of the circles is proportional to within-mountain gene diversity (D) and the shading reflects genetic distinctiveness (DW).
The four sizes or grey shades represent one quartile each of the distribution of D or DW, respectively. (c) Genetic structure as inferred from AFLP data for E. arborea. Each
colour represents a distinct genetic (STRUCTURE) group and the size of the pie diagrams is relative to the number of individuals analyzed from different mountains. (d) AFLP
variation in E. trimera represented as in (b). (e) Genetic structure of E. trimera represented as in (c).
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A. Gizaw et al. / Flora 208 (2013) 453–463
and 14 of E. trimera were used in the plastid DNA sequencing.
Additional samples for plastid DNA sequencing of E. arborea and E.
trimera were obtained from silica or voucher specimens (Appendix
A).
Total genomic DNA was extracted from silica gel-dried leaf
samples and from voucher specimens (for plastid DNA sequencing) using the Cetyltrimethyl ammonium bromide (CTAB) method
(Doyle and Doyle, 1987) with minor modifications (Schönswetter
et al., 2002) or the DNeasy Plant Mini Kit (Qiagen Nordic, Oslo,
Norway) according to the manufacturer’s instructions.
Plastid DNA sequencing
Four geographically distant individuals of each species were
selected for a preliminary test of sequence variation in five
non-coding plastid DNA regions, psbE-petL, trnD-trnT, rps16, rpl32trnLUAG and trnGUUC -trnG2G. Based on amplification success and
levels of intraspecific variation, we selected rpl32-trnLUAG and
trnGUUC -trnG2G for final sequencing. We sequenced 1–3 individuals of each species from most mountains (Appendix A). The same
forward and reverse primers were used for polymerase chain reaction (PCR) and sequencing of rpl32-trnLUAG (rpL32-F and trnLUAG ;
Shaw et al., 2007) and trnGUUC -trnG2G (3′ trnGUUC and 5′ trnG2G;
Shaw et al., 2005).
Amplification was performed in a total reaction volume of
10 L containing 0.4 U Taq DNA polymerase (Applied Biosystems,
Foster City, CA, USA), 1× PCR buffer supplied with the enzyme,
2.5 mM Mg2+ , 0.4 L of each primer, 1 mM of each dNTP (Applied
Biosystems), 0.04% BSA and 3 L template DNA of unknown concentration. PCR cycling was performed with a GeneAmp 3700
(Applied Biosystems, Foster City, CA, USA) or a PTC100 or PTC200
(MJ Research, Watertown, MA, USA) thermocycler with initial
denaturation for 3 min at 95 ◦ C followed by 35 cycles of 30 s at 95 ◦ C,
30 s at 55 ◦ C, 2 min at 72 ◦ C, and ending with 10 min at 72 ◦ C with
subsequent cooling at 6 ◦ C. PCR products were purified using 2 L
of ExoSAP-IT (USB Corp., Cleveland, OH, USA) diluted 1:10 for 5 L
of PCR products, and incubated for 45 min at 37 ◦ C. DNA sequencing
was performed using BigDye V 1.1 (Applied Biosystems) according
to the manufacturer’s manual, except for using 10 L reaction volumes, and visualized with an ABI 3100 capillary sequencer (Applied
Biosystems).
AFLP fingerprinting
AFLP was performed following Gaudeul et al. (2000) except that
reaction volumes in the PCR were reduced by 50%. Twelve primer
pairs were tested on four plants from two different mountain systems (Ethiopia and Tanzania). Six primer pairs resulting in AFLP
profiles with many polymorphic markers and well separated fragments were used for a second primer test on 16 plants from the
three main geographical regions (Ethiopia, Kenya, and Tanzania).
Three of these primer pairs were chosen for the full analysis (fluorescent dye in parentheses): EcoRI AGA (6-FAM) – MseI CTC, EcoRI
ACA (VIC) – MseI CAT, and EcoRI AAC (NED) – MseI CAG. For each
sample, 2.0 L 6-FAM, 2.0 L VIC and 4.0 L NED labelled selective PCR products were mixed with 11.7 L formamide and 0.3 L
GeneScanTM 500 ROXTM internal-lane size standard and run on an
ABI 3100 sequencer (Applied Biosystems). Whenever possible, one
sample from each population was duplicated as a blind sample to
test for reproducibility and contamination.
Plastid DNA sequence analysis
The sequences were edited using CodonCode aligner v.3.5.7
(CodonCode Corporation, Dedham, MA). Multiple sequence alignment was done using ClustalW in the SeaView v.4 program (Gouy
et al., 2010) and adjusted manually. The sequences from the two
regions were concatenated and then divided into two partitions
for analysis. Best-fit DNA substitution models were determined for
each data partitions using PAUP* 4.10b (Swofford, 2002) and the
Akaike information criterion (AIC) as implemented in MrModeltest v.3.1 (Nylander, 2004). Bayesian phylogenetic analyses were
performed for the concatenated dataset using MrBayes v.3.1.2
(Huelsenbeck and Ronquist, 2001; Ronquist and Huelsenbeck,
2003). Two independent analyses were run simultaneously, each
starting from different random trees. Four Markov chain Monte
Carlo (MCMC) chains, i.e., three ‘heated’, and one ‘cold’ chain, were
run for 2 × 106 generations. Trees were sampled every 1000th
generation and resulted in a total of 2 × 103 trees. The first 500
were discarded as the burn-in phase. Convergence between the
two independent analyses was evaluated and confirmed using the
standard deviation of split frequencies. The majority rule consensus phylogenetic tree with posterior probabilities was visualized
with FigTree v.3.1 (Rambout, 2009). The tree was midpoint rooted.
Gaps were treated as missing data and haplotypes were identified
using DnaSP v.5 (Librado and Rozas, 2009). A maximum parsimony median-joining haplotype network was constructed using
NETWORK v.4.6.0 (Bandelt et al., 1999). Haplotype and nucleotide
diversity for the total samples of each species was estimated using
DnaSP v.5 (Librado and Rozas, 2009).
AFLP data analysis
AFLP profiles were visualized and analyzed with ABI prism
GENESCAN v.3.7 analysis software (Applied Biosystems) and
imported into GENOGRAPHER v.1.6 available at http://hordeum.
msu.montana.edu/genographer/. Each AFLP fragment was scored
using the ‘thumbnail’ option of the program, which allows comparison of the signal per locus over all samples. Fragments in the
size range of 50–500 base pairs (bp) were recorded as present (1)
or absent (0). The average reproducibility was calculated for each
species as the average proportion of correctly reproduced bands
over all duplicated samples (Bonin et al., 2004).
Genetic diversity was estimated for each species in total, for each
mountain massif, for each sampling locality (population) within
mountain massifs and for the identified genetic groups. We used
the R-script AFLPdat (Ehrich, 2006) to estimate the proportion of
polymorphic markers (P) and Nei’s gene diversity (D; corresponding to the average proportion of pair-wise differences between AFLP
profiles, i.e. phenotypes, Kosman, 2003). In addition we estimated
genetic distinctiveness for each mountain massif and population as
frequency-down-weighted marker values (DW or rarity) following Schönswetter and Tribsch (2005), using AFLPdat. Rarity was
estimated within each species separately. Similarity between AFLP
multilocus phenotypes was quantified using Dice’s coefficient of
similarity in NTSYSpc v.2.11 (Rohlf, 1998), and principal coordinate analyses (PCoAs) were used to visualize pair-wise similarities
among AFLP phenotypes.
Genetic mixture analyses were performed to identify the two
species in the total dataset and to identify genetically homogeneous groups within each species. The appropriate number of
groups (K) and the group to which each individual most likely
belonged to were estimated using STRUCTURE (Pritchard et al.,
2000). The program implements a model based clustering method
using Bayesian MCMC estimation. The best value of K was chosen
based on two criteria: the estimated posterior log probability of
the data, L (K), and the stability of assignment patterns across runs.
Since L (K) continued to grow slightly with increasing values of K,
the most likely number of clusters was determined also by taking
into account the rate of change in the probability between successive K, K (Evanno et al., 2005). Our data were analyzed with
the STRUCTURE program v.2.3.3 at the Bioportal, University of Oslo
A. Gizaw et al. / Flora 208 (2013) 453–463
457
Table 1
Polymorphic sites, number of individuals carrying each haplotype (n) and haplotype frequency, total haplotype and nucleotide diversity for 17 sequenced individuals of E.
trimera based on the concatenated matrix of the two non-coding plastid DNA regions with 1580 sites (after excluding gaps and missing data). The polymorphic sites at 221,
318, 974, and 1213 were parsimony informative.
rpl32-trnLUAG
trnGUUC -trnG2G
Species
Haplotype
178
221
318
974
1213
n
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
H-1
H-2
H-3
H-4
H-5
H-6
H-7
H-8
G
–
–
–
–
–
T
–
T
–
–
A
A
A
–
–
A
–
–
C
C
C
C
C
C
A
A
–
A
–
–
–
A
–
C
C
C
–
–
–
2
4
5
1
1
2
1
1
(http://www.bioportal.uio.no) for K = 1–10 and 10 replicates per K,
a burn-in period of 2 × 105 and 106 iterations. We used the recessive
allele model to take into account the dominant nature of AFLP data
(Falush et al., 2007). For the analysis including both species we used
a no admixture model with uncorrelated allele frequencies, as well
as a model allowing for admixture and correlated allele frequencies.
Assuming that populations are more closely related within species,
we used only the latter for the within-species analyses. Population genetic structure and differentiation were also assessed using
Analyses of Molecular Variance (AMOVAs) with Arlequin v.3.01
(Excoffier and Schneider, 2005). In addition to a non-hierarchical
analysis among all sampled populations, AMOVAs were run with
different hierarchical levels, as well as based on the genetic groupings inferred from the STRUCTURE analyses (here each individual
was placed in the group where it had the largest proportion of
ancestry).
Results
Plastid DNA variation
While all 16 analyzed plants of E. arborea exhibited identical
haplotypes, plastid DNA was variable among the 17 individuals of
E. trimera. Eight different plastid DNA haplotypes (H-1 to H-8), with
haplotype diversity of 0.87 and nucleotide diversity of 0.13% were
observed in the latter species (Table 1). The Ethiopian haplotype H3 was most frequently observed in our samples (frequency 0.29),
whereas rare haplotypes occurred on Mt. Kilimanjaro (H-4), Mt.
Meru (H-5) and Mt. Elgon (H-7 and H-8). The final concatenated
data matrix for both species together consisted of 33 sequences
and 1632 nucleotide sites. The rpl32-trnLUAG region consisted of
924 sites, and the trnGUUC -trnG2G region consisted of 708 sites.
A 52 bp indel was identified in the rpl32-trnLUAG region. Excluding this indel, the E. trimera matrix contained 1580 sites, of which
five were polymorphic (four parsimony informative and one singleton).
The Hasegawa, Kishino and Yano model (HKY; allows for different transition and transversion rates) and the generalized time
reversible with invariant sites model (GTR + I; allows for different rates between all pairs of bases, but constrains the rates to be
symmetric [ie, a → c = c → a], and allows for a certain proportion
of invariant sites) were selected as best-fit models for the rpl32trnLUAG and trnGUUC -trnG2G regions, respectively. Both species
were strongly supported as monophyletic with posterior probability (PP) value of 1. The relationships among the eight plastid DNA
haplotypes observed in E. trimera were poorly resolved with some
exceptions. The Ethiopian ones (H-1–H-3) grouped together with
strong support (PP = 1; Fig. 2). The haplotypes from Mt. Elgon (H-7
and H-8) formed a polytomy with the Ethiopian clade in a strongly
supported clade (PP = 0.99; Fig. 2). In the plastid DNA haplotype
Haplotype
frequency
Haplotype
diversity
Nucleotide
diversity
0.118
0.235
0.294
0.059
0.059
0.118
0.059
0.059
0.868
0.001
network, (Fig. 1a), the Ethiopian haplotypes were placed at one
end and the East African haplotypes at the other, with the two Mt.
Elgon haplotypes in the middle. All haplotypes of E. trimera were
connected by single mutational steps, whereas the single haplotype
observed in E. arborea was separated by eight mutational steps from
the nearest haplotype of E. trimera.
AFLP variation
The average reproducibility of the AFLP markers was 96%.
Among the 106 markers retained in the final dataset, 55% were
polymorphic in E. arborea (n = 59) and 69% in E. trimera (n = 110). In
the ordination plot (PCoA) of the total dataset, the two species were
clearly separated along the first axis, which extracted 49.1% of the
variation (Fig. 3a). The second axis, which extracted only 6.3% of
the variation, mainly depicted intraspecific variation in E. trimera.
Similarly, the genetic mixture analysis (STRUCTURE) of the total
dataset identified K = 2 as the most likely number of clusters. These
clusters corresponded to the two species (Fig. 4a). The results were
nearly identical for the two models applied.
In E. arborea, gene diversity showed a geographical trend with
higher values in Ethiopia and lower values in East Africa (Fig. 1b).
Except for Chilallo and Kaka, all the remaining mountains in
Ethiopia and East Africa showed quite similar amounts of genetic
distinctiveness, with the highest value observed on Mt. Elgon
(Fig. 1c). The total gene diversity estimates were P = 54.72% and
D = 0.118 (Appendix 1), whereas average within-population gene
diversity was 0.080 (SD = 0.23). Within-population gene diversity
varied from 0.100 in one Ethiopian population (Simen AFR 065)
to 0.053 in one East African population (Elgon AFR 206). Genetic
distinctiveness was highest in one population from Mt. Elgon and
lowest in one Ethiopian population from Chilallo (Appendix 1).
Considering all individuals sampled on each mountain, gene diversity ranged from 0.094 in the Ethiopian Simen to 0.053 in the East
African Mt. Elgon. Distinctiveness, on the opposite, was highest on
Mt. Elgon and lowest on Kaka in Ethiopia (Table 2).
Genetic mixture analyses of the E. arborea dataset revealed
four clusters as L (K) increased steadily up to K = 4 (Fig. 4b). The
rate of change in the probability between successive Ks, K, also
identified K = 4 as the most likely number of clusters (Fig. 4b).
The four STRUCTURE groups were somewhat separated on the
PCoA plot (Fig. 3b), but plants from the same mountain were
often divided between the groups, and several individuals had
shared ancestry. The same was the case for the clustering into
two groups, for which the 10 runs also converged on an identical
result (Fig. 4b). Although different genetic groups were dominating in different mountains, there was no consistent geographic
pattern. Whereas Chilallo and Kaka, which are adjacent, were similar, the other Ethiopian mountains were each dominated by their
own genetic group. The groups present on Chilallo and Kaka were
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A. Gizaw et al. / Flora 208 (2013) 453–463
Fig. 2. Midpoint rooted phylogeny inferred from the concatenated sequences of the two non-coding plastid DNA regions (rpl32-trnLUAG and trnGUUC -trnG2G) for the widespread
Erica arborea and for the afro-alpine endemic E. trimera. Posterior probability values are indicated above the branches. Plastid DNA haplotypes are indicated for each accession.
also found further south on Mt. Aberdare and Elgon. The nonhierarchical AMOVA assigned 33.5% of the overall genetic variation
to variation among the 11 populations (Table 3). The hierarchical AMOVAs assigned 31.3% of the variation to among-mountain
variation, 5.2% to among-populations within mountains variation
and 63.5% to within-population variation (Table 3). In another
analysis, 20.8% and 22.0% of the variation were found among the
four genetic groups and among-populations-within-group, respectively (Table 3).
In E. trimera, on the contrary, we observed no distinct geographical trend in gene diversity or distinctiveness (Fig. 1d and e). The
Ethiopian and East Africa populations of this species tended to
be quite similar, particularly for gene diversity, except that a single population from Mt. Aberdare with three individuals showed
Table 2
Average gene diversity and genetic distinctiveness in different mountains and genetic (STRUCTURE) groups based on the AFLP data for E. arborea and E. trimera. n – number of
individuals successfully analyzed, P – percentage of polymorphic loci, D – gene diversity, DW – frequency-down-weighted marker value as a measure of genetic distinctiveness.
Numbers in parenthesis indicates standard deviation.
Species
Mountain/genetic group
n
P (%)
D
DW
E. arborea
E. arborea
E. arborea
E. arborea
E. arborea
E. arborea
Chilallo
Gara Muleta
Kaka
Simen
Aberdare
Elgon
7
21
5
16
5
5
19.81
30.19
13.21
33.96
16.04
12.26
0.071
0.093
0.070
0.094
0.072
0.053
0.69
0.90
0.66
1.16
1.13
1.36
0.98 (0.26)
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
E. trimera
Bale
Chilallo
Choke
Kaka
Aberdare
Elgon
Kenya
Kilimanjaro
Meru
16
10
20
14
3
4
17
5
21
27.36
21.7
33.02
29.25
16.04
12.26
26.42
15.09
25.47
0.083
0.071
0.086
0.083
0.107
0.068
0.083
0.072
0.074
0.54
0.56
0.61
0.56
1.31
0.83
0.82
0.78
0.65
0.74 (0.23)
E. trimera
E. trimera
E. trimera
‘Ethiopia’ group
‘Aberdare-Kenya’ group
‘Elgon-Kilimanjaro-Meru’ group
60
20
30
50.94
32.08
34.91
0.094
0.090
0.083
0.57
0.89
0.70
A. Gizaw et al. / Flora 208 (2013) 453–463
459
relatively high level of diversity and distinctiveness. The total gene
diversity estimates in E. trimera were P = 68.87%, and D = 0.128
(Appendix 1), and average within-population gene diversity was
0.076 (SD = 0.14). Within-population gene diversity varied from
0.107 in the Aberdare population (Aberdare AFR 137) to 0.038 in
an Ethiopian population (Chilallo AFR 048). Genetic distinctiveness was also highest in the Aberdare population and lowest in
one Ethiopian population (Bale; Appendix 1). Pooling all individuals sampled on each mountain, gene diversity ranged from 0.107
in Mt. Aberdare to 0.068 in another East Africa mountain, Mt. Elgon.
Genetic distinctiveness was also highest in Mt. Aberdare and lowest
in the Ethiopian Bale (Table 2).
Genetic mixture analysis identified three or four clusters as
the most likely subdivisions for the E. trimera dataset. The largest
increase in L (K) occurred for K = 2 and K = 3, but also K = 4 lead to
a consistent increase in L (K) (Fig. 4c). The rate of change in the
probability between successive Ks, K, identified K = 4 as the most
likely number of clusters (Fig. 4c). In addition to the rate of change
in probability, K is highly sensitive to changes in the variance
among probabilities for a different K, an aspect which may have
contributed to the clear signal for K = 4 (Evanno et al., 2005). For
K = 3 STRUCTURE identified the following groups, which were geographically distinct with no mixture among mountains (Fig. 3c):
the ‘Ethiopia’ group, including all plants from the Ethiopian mountains; the ‘Aberdare-Kenya’ group, including all plants from the East
African mountains Mt. Aberdare and Mt. Kenya; and the ‘ElgonKilimanjaro-Meru’ group, including all plants from the remaining
East African mountains, Mt. Elgon, Kilimanjaro and Meru. For K = 4,
Bale became separated from the other Ethiopian populations. This
subdivision was, however, based on a weaker genetic structuring
than the three main groups as indicated by the smaller increase in
L (K) between K = 3 and K = 4, and by the considerable smaller allele
frequency divergence between Bale and the three other Ethiopian
mountains compared to the divergence among the other groups
(0.216 versus an average of 0.576, SD = 0.07). In this species, the
main genetic groups inferred from the STRUCTURE analysis were
quite distinct in the PCoA, in which the first and second axis
explained 26.2% and 10.4% of the variation, respectively. The nonhierarchical AMOVA assigned 41.0% of the overall genetic variation
to variation among the 20 populations (Table 3). The hierarchical
AMOVAs assigned 39.0% of the variation to among-mountain variation and 4.0% to among-populations-within-mountain variation. Of
the total genetic variation, 39.0% was assigned to variation among
the three main genetic groups (Table 3). The AMOVAs for each
genetic group attributed the highest proportions (78–84%) to variation within populations, and low levels of differentiation among
mountains (13–24%; Table 3).
Gene diversity within the identified genetic groups of E. trimera
ranged from 0.094 in the ‘Ethiopia’ group to 0.083 in the ‘ElgonKilimanjaro-Meru’ group, with 0.090 in the ‘Aberdare-Kenya’ group
(Table 2). Genetic distinctiveness was highest in the ‘AberdareKenya’ group and lowest in the ‘Ethiopia’ group (Table 2). The three
genetic (AFLP) groups in E. trimera were characterized by different
plastid DNA haplotypes, and they were consistent with the plastid
DNA haplotype network in separating the Ethiopian populations
from the East African ones.
Discussion
Fig. 3. PCoAs based on Dice similarity among AFLP phenotypes of Erica arborea and
E. trimera. The percentages of the variation explained are indicated on each axis.
(a) Total dataset including both species. (b) E. arborea, and (c) E. trimera. Shading
pattern of the symbols in E. arborea and encircled individuals in the total dataset
and E. trimera indicate the main genetic groups inferred by STRUCTURE.
Based on new extensive field sampling from most of the high
mountains of Ethiopia and East Africa, we have shown that although
the two heathers Erica arborea and E. trimera are closely related and
easily confused in the field, they are clearly distinct at AFLP loci as
well as at plastid DNA loci. We have also demonstrated that their
genetic structure is conspicuously different, in spite of the facts
460
A. Gizaw et al. / Flora 208 (2013) 453–463
Fig. 4. Genetic structure of Erica arborea and E. trimera inferred from Bayesian clustering of AFLP data. Log probability of the data L (K) as function of K ranging from one to
10 as estimated by the program STRUCTURE, and the rate of change in the probability between successive runs, K as a function of K, calculated according to Evanno, et al.
(2005). (a) Total dataset. (b) E. arborea. (c) E. trimera.
that both have very tiny seeds and potentially are capable of longdistance dispersal via wind, that they have similar distributions
and habitat ecology in the afro-alpine mountain systems, and that
they frequently co-occur at the same sites. Both of them do however harbour low levels of overall AFLP diversity, suggesting similar
histories in terms of diversity loss via bottlenecking caused by isolation in small refugial populations during unfavourable climatic
periods.
In this study, we initially addressed whether the geographic
structure of genetic variation in these two species is consistent with
long-term isolation in different mountain areas, and/or whether
their potentially large capacity for long-distance dispersal has
resulted in weak genetic structuring among mountains. We found
evidence for both of these main patterns. Erica trimera consisted of
three to four distinct AFLP groups, which also had different plastid
DNA haplotypes and different geographic distributions, suggesting
long-term isolation in different areas, one or possibly two situated
in Ethiopia and two in East Africa (Figs. 1d–e, 2 and 3c). In marked
contrast to the main pattern observed in E. trimera, E. arborea
showed little geographic structuring at AFLP loci and only a single,
widespread plastid DNA haplotype. A possible explanation for this
pattern may be that this species recently colonized the entire area
studied here from a single source population. This source population of E. arborea may have been situated in Ethiopia, as indicated
by the higher genetic diversity observed in this area (Fig. 1b–c). This
suggestion is supported by the result from the STRUCTURE analysis,
which revealed several genetic groups in the Ethiopian mountains,
whereas the populations from Mt. Elgon and Mt. Aberdare belonged
to two of the groups occurring in Ethiopia. Alternatively, the source
population of the contemporary afro-alpine populations studied
here may be situated outside our study area, possibly to the north
of it on the Arabian Peninsula. This hypothesis is most consistent
with the results of the range-wide plastid DNA study of E. arborea
by Désamoré et al. (2011), where eastern Africa/Arabia was identified as the region of origin of the species. Notably, they identified
several, closely related plastid DNA haplotypes in eastern Africa, in
contrast to the single one found in our study. This difference may
be explained by the use of different plastid DNA regions in the two
A. Gizaw et al. / Flora 208 (2013) 453–463
461
Table 3
Analysis of molecular variance (AMOVA) for E. arborea and E. trimera based on the AFLP data. P-values were estimated in a permutation test (10,000 permutations).
Source of Variation
d.f.
Sum of
squares
E. arborea
Among populations
Within populations
Among mountains
Among populations within mountains
Within populations
Among four genetic groups
Among populations within groups
Within populations
10
48
5
5
48
3
9
46
157.08
206.04
126.22
30.87
206.04
111.15
73.25
178.72
E. trimera
Among populations
Within populations
Among mountains
Among populations within mountains
Within populations
Among three genetic groups
Among populations within groups
Within populations
19
90
8
11
90
2
17
90
‘Ethiopia’ group
Among mountains
Among populations within mountains
Within populations
Variance
components
Percentage
of variation
P-value
2.16
4.30
2.12
0.35
4.30
1.41
1.45
3.89
33.46
66.54
31.32
5.22
63.46
20.77
22.03
57.20
P < 0.0001
371.83
368.99
311.09
60.74
368.99
226.99
144.84
368.99
2.85
4.10
2.81
0.28
4.10
3.16
0.85
4.10
41.03
58.97
39.03
3.96
57.01
39.02
10.4
50.58
P < 0.0001
3
7
49
51.48
43.89
199.68
0.67
0.47
4.08
12.87
9.03
78.11
P = 0.0078
P < 0.0001
‘Elgon-Kilimanjaro-Meru’ group
Among mountains
Among populations within mountains
Within populations
2
2
25
23.90
7.16
97.08
1.20
−0.05
3.88
23.71
−0.94
77.23
P = 0.1036
P = 0.6491
‘Aberdare-Kenya’ group
Among mountains
Among populations within mountains
Within populations
1
2
16
8.73
9.69
72.23
0.78
0.07
4.52
14.47
1.31
84.22
P = 0.2443
P = 0.2727
studies. Our mainly nuclear and genome-wide AFLP data are nevertheless most consistent with recent colonization of our entire study
area, possibly from the north.
It is difficult to pinpoint ecological or historical differences
between the two species that can fully account for their conspicuously different genetic structure in the afro-alpine region. However,
part of the explanation may be found in their different altitudinal
preferences, which led us to predict more distinct structuring in
E. trimera. Since this species is restricted to the ericaceous belt on
the transition to the afro-alpine proper, occasionally occurring also
above this zone but not extending downwards into the montane
forest, it has probably relied on intermountain colonization solely
via long-distance dispersal. It is likely that dispersal of E. arborea,
on the other hand, which has a larger altitudinal span in the mountains and extends further down in the montane forest zone, also
may have been facilitated by formation of montane forests bridging
neighbouring mountains during the warm and humid interglacials,
when the species may have been more widely distributed (Lösch
and Fischer, 1994), as suggested for the forest species Lobelia giberroa (Kebede et al., 2007). Gradual expansion of E. arborea via recent
montane forest bridges, possibly in the current interglacial, may in
particular have contributed to the genetic connectivity observed
among some of the mountains in Ethiopia. Nevertheless, forest
bridges can probably not explain the connectivity observed across
the Great Rift Valley in Ethiopia, nor between the Ethiopian and the
East African mountains, which is better explained by long-distant
dispersal. Thus, although both E. arborea and E. trimera have small
wind-dispersed seeds, it is possible that the former nevertheless
has higher long-distance dispersal ability. This suggestion is corroborated by the much larger geographic range occupied by E. arborea
and by its large-scale phylogeography, indicating two waves of colonization from eastern Africa/Arabia to the Mediterranean Basin
(Désamoré et al., 2011).
P < 0.0001
P = 0.2248
P < 0.0001
P < 0.0001
P < 0.0001
P < 0.0001
P < 0.0001
Our estimates of the total gene diversity pooled over all genotyped individuals of each species indicated very low levels of
diversity in both of them (0.118 for E. arborea and 0.128 for E.
trimera). In her survey of published intraspecific genetic diversity
estimates for plants, Nybom (2004) reported an average AFLPbased diversity value of 0.23 with a standard deviation of 0.08. The
highest levels of gene diversity were found for long-lived perennial (0.25), outcrossing (0.27), and late successional taxa (0.30),
whereas the lowest levels were found for annual (0.13), selfing
(0.12), and early successional taxa (0.17). The two Erica species,
which both are long-lived perennials and most likely outcrossing species, thus displayed much less gene diversity than expected
from their life-history traits. Their low levels of diversity are probably best explained by survival through climatically unfavourable
periods in small refugial populations, where genetic drift reduced
their diversity, and by further diversity loss by founder effects during long-distant population expansion in more favourable climatic
periods.
Notably, the Mt. Elgon populations of both species displayed
particularly low level of gene diversity (D = 0.053 for E. arborea
and D = 0.068 for E. trimera), suggesting that both species could
have recently colonized this mountain via long-distant dispersal
resulting in a few founder individuals. This explanation would be
supported if both species harboured few private or rare markers in
this mountain, as expected in recently founded populations. However, the fairly high genetic distinctiveness we observed in the Mt.
Elgon populations of both species suggests a more long-term history, with DW values much higher (E. arborea: 1.36) or higher than
the average (E. trimera: 0.83; Table 2). It is therefore most likely that
the current Mt. Elgon populations of both species, once founded
by few individuals, may have remained isolated and survived several unfavourable climatic periods with small population size. This
hypothesis is supported by the plastid DNA sequence data for E.
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A. Gizaw et al. / Flora 208 (2013) 453–463
trimera, in which the Mt. Elgon population harboured two private
plastid DNA haplotypes (Figs. 1a and 2).
In E. trimera, both the PCoA and STRUCTURE analyses of the
AFLP data provided evidence for presence of three to four distinct genetic entities with different geographic distributions, and
these were also characterized by different plastid DNA haplotypes. These entities correspond to some extent to previously
recognized subspecies (Beentje, 2006; Dorr, 2006; Hedberg and
Hedberg, 2003). Hedberg (1957) analyzed both quantitative and
qualitative morphological characters to group the populations
of E. trimera (as Philippia trimera) from different mountains or
mountain groups into six subspecies, of which several had previously been recognized as separate species. He regarded the
nominal subspecies, subsp. trimera, to be endemic to Mt. Ruwenzori, from where we had no material available for analysis. Our
AFLP-based ‘Ethiopia’ and ‘Aberdare-Kenya’ groups correspond
to his subsp. abyssinica and subsp. keniensis, respectively. Subspecies abyssinica was distinguished from all other subspecies,
which have glandless corollas and usually glandless calyces, by
having numerous glands on the corolla and calyx. Hedberg’s conclusion that all Ethiopian populations belong to a single subspecies
is further supported by our AFLP data. The plants from different Ethiopian mountains were to a large degree intermingled in
our PCoA analysis (Fig. 3c), and the two STRUCTURE groups identified in this region were much less divergent than the other
groups.
The remaining subspecies (i.e. all except subsp. abyssinica)
were mainly distinguished by the amount and type of pubescence
on the leaves and stems and partly by the size of floral parts,
but Hedberg (1957) emphasized that he found only very small
differences in measurable characters to differentiate them. We nevertheless found subsp. keniensis to correspond to a distinct genetic
group, although the morphological characteristics given for this
subspecies by Hedberg (1957) also seem very minor. We also found
that the populations from Mt. Aberdare, which is situated very
close to Mt. Kenya and from which Hedberg (1957) had no material
available, most likely also belong to subsp. keniensis, although they
are slightly separated from the Mt. Kenya populations in our PCoA
analysis (Fig. 3c).
The third genetic group recognized in E. trimera based on our
AFLP analysis, the ‘Elgon-Kilimanjaro-Meru’ group, thus corresponds to all three remaining subspecies recognized by Hedberg
(1957) in his morphological analysis. These subspecies were
described as single-mountain endemics (subsp. elgonensis from
Mt. Elgon and subsp. kilimanjarica from Mt. Kilimanjaro) or as
endemic to two neighbouring mountains (subsp. jaegeri from Mt.
Meru and Mt. Loolmalasin). It was not surprising that we found
two of these to belong to the same genetic group, as they occur on
very closely situated mountains (ssp. kilimanjarica and ssp. jaegeri),
and the plants from these mountains were intermingled in the
PCoA analysis (Fig. 3c). This finding is in agreement with the merging of these two subspecies by Dorr (2006). More surprisingly,
although situated much further away, the Mt. Elgon populations
also belonged to this genetic group (Fig. 1d–e). The Mt. Elgon populations were however somewhat divergent in the PCoA analysis
(Fig. 3c).
To summarize, we found some, but not perfect, correspondence between the degree of genetic differentiation, the
degree of reported morphological (subspecies) differentiation, and
geographic separation of the mountains, suggesting that morphological and genetic differentiation within E. trimera may proceed
at different rates and that the overall patterns are obscured by
occasional long-distant colonisations. Further studies combining
morphological and genetic data and inclusion of the type locality of
E. trimera (Mt. Ruwenzori) are needed to obtain a refined treatment
of its intraspecific taxonomy.
Conclusions
Based on AFLPs and plastid DNA sequence variation from two
non-coding regions, the present study revealed contrasting phylogeographic histories for two morphologically and ecologically very
similar species in the afro-alpine region. The AFLP data showed low
levels of gene diversity in both species, suggesting bottlenecking in
small refugial populations during unfavourable climatic periods.
Despite sharing low levels of gene diversity, the genetic structuring and the phylogeographic histories inferred for the two species
were clearly different. While E. trimera, which is restricted to higher
altitudes and endemic to eastern Africa exhibited geographically
clearly structured genetic variation with three to four distinct AFLP
groups with different plastid DNA haplotypes, E. arborea showed
virtually no geographic structuring at AFLP loci and only a single, widespread plastid DNA haplotype (based on the DNA regions
sequenced in this study). The phylogeographic pattern observed in
E. trimera suggests long-term restriction to several refugia, whereas
the conspicuous lack of geographic structuring in E. arborea is most
consistent with recent colonization of the entire study area from a
single source population.
Acknowledgements
We thank the Bale Mountains National Park and the Simen
Mountains National Park in Ethiopia, the Tanzanian Commission
for Science and Technology, and the National Museums of Kenya
for permission to conduct field work. Particularly, we are grateful to H. Beentje for his valuable advice concerning the taxonomy
of Erica, and to Adane Assefa for his company during most of the
field work. We thank the Institute of Biodiversity and Conservation
for permission to take samples from Ethiopia to Norway for laboratory analyses. The study was funded by the NUFU Programme
(The Norwegian Programme for Development, Research and Higher
Education) under two projects to S. Nemomissa and C. Brochmann
(54/2003: ‘AFROALP – Afro-alpine ‘sky islands’ as natural laboratories: dynamics and units of plant biodiversity’ and 2007/1058:
‘AFROALP-II – Afro-alpine ‘sky islands’: genetic versus taxonomic
biodiversity, climate change, and conservation’).
Appendix A. Supplementary data
Supplementary data associated with this article can be found, in
the online version, at http://dx.doi.org/10.1016/j.flora.2013.07.007.
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