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Botanical Journal of the Linnean Society, 2012, 168, 117–146. With 12 figures Generic recircumscriptions of Oncidiinae (Orchidaceae: Cymbidieae) based on maximum likelihood analysis of combined DNA datasets KURT M. NEUBIG1,2, WILLIAM MARK WHITTEN1*, NORRIS H. WILLIAMS MARIO A. BLANCO1,2,3, LORENA ENDARA2, JOHN GORDON BURLEIGH2, KATIA SILVERA4,5, JOHN C. CUSHMAN5 and MARK W. CHASE FLS6 FLS1,2, 1 Florida Museum of Natural History, University of Florida, PO Box 117800, Gainesville, FL 32611-7800, USA 2 Department of Biology, 220 Bartram Hall, PO Box 118525, University of Florida, Gainesville, FL 32611-8526, USA 3 Jardín Botánico Lankester, Universidad de Costa Rica, Apartado 1031-7050, Cartago, Costa Rica 4 Center for Conservation Biology, 3168 Batchelor Hall, University of California, Riverside, Riverside, CA 92521, USA 5 Department of Biochemistry/ MS 200, University of Nevada Reno, NV 89557-0014, USA 6 Jodrell Laboratory, Royal Botanic Gardens, Kew, Richmond, Surrey TW9 3DS, UK Received 18 May 2011; revised 28 August 2011; accepted for publication 27 September 2011 Phylogenetic relationships within the orchid subtribe Oncidiinae sensu Chase were inferred using maximum likelihood analyses of single and multilocus DNA sequence data sets. Analyses included both nuclear ribosomal internal transcribed spacer DNA and plastid regions (matK exon, trnH-psbA intergenic spacer and two portions of ycf1 exon) for 736 individuals representing approximately 590 species plus seven outgroup taxa. Based on the well resolved and highly supported results, we recognize 61 genera in Oncidiinae. Mimicry of oil-secreting Malpighiaceae and other floral syndromes evolved in parallel across the subtribe, and many clades exhibit extensive variation in pollination-related traits. Because previous classifications heavily emphasized these floral features, many genera recognized were not monophyletic. Our classification based on monophyly will facilitate focused monographs and clarifies the evolution of morphological and biochemical traits of interest within this highly diverse subtribe. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146. ADDITIONAL KEYWORDS: elaiophores – euglossine pollination – hummingbird pollination – matK – mimicry – Neotropics – oil-collecting bees – nrITS – trnH-psbA – ycf1. INTRODUCTION Oncidiinae (Cymbidieae) are one of the most diverse subtribes of Orchidaceae, with a wide range of floral and vegetative morphologies. They include the greatest diversity of pollination systems and the widest range of chromosome numbers known for Orchidaceae (greater than the rest of the orchid family combined). They also form major components of the *Corresponding author. E-mail: whitten@flmnh.ufl.edu Neotropical flora, ranging from sea level to almost 4000 m a.s.l. in the Andes; several species of Brassia R.Br., Miltoniopsis God.-Leb. and Oncidium Sw. are important ornamental crops. Oncidiinae are members of a Neotropical clade that includes Coeliopsidinae, Maxillariinae, Stanhopeinae and Zygopetalinae; these five subtribes are each clearly monophyletic and collectively are sister to Eriopsidinae, although relationships among the five subtribes still lack strong bootstrap support; for an example, see the molecular trees presented in Cribb (2009). © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 117 118 K. M. NEUBIG ET AL. Previous classifications of Oncidiinae were intuitively based mainly on floral morphology and, to a lesser extent, chromosome number, and all were produced without cladistic methodology (Garay & Stacy, 1974; Dressler, 1993; Senghas, 1997). Recent molecular studies have helped resolve and define Oncidiinae and circumscribe many genera (Chase & Palmer, 1987; Williams et al., 2001a; Williams, Chase & Whitten, 2001b; Sandoval-Zapotitla et al., 2010). Subtribes Ornithocephalinae and Telipogoninae, long held separate on the basis of their four pollinia (versus two in Oncidiinae), plus the monopodial Pachyphylliinae (two pollinia), were shown to nest within Oncidiinae. Dressler (1993) emphasized seed characters, velamen type and number of nodes per pseudobulb in his concepts of Cymbidieae and Maxillarieae. However, molecular data (van den Berg et al., 2005) indicated that Cymbidieae (sensu Dressler, 1993) are likely to be paraphyletic to Maxillarieae, and the two might be regarded as a single tribe (Cymbidieae sensu Chase et al., 2003). In the current circumscription, Oncidiinae include taxa with both two and four pollinia. Largely in accordance with the generic concepts of Chase (2009b), the subtribe includes 61 genera and approximately 1600 species. Before molecular phylogenetic studies, subtribal delimitation varied widely, from the relatively broad concept of Dressler (1993) to the narrow concepts of Szlachetko (1995), with the latter splitting out approximately 20 subtribes based largely on column morphology (including their complex pollinaria). Oncidiinae exhibit an enormous diversity in form and function that makes them attractive subjects for evolutionary studies. Floral size ranges several orders in magnitude, and flowers evolved to utilize a diverse array of pollinators. Floral rewards include nectar, oils and fragrances, although deceit flowers are the most common pollination strategy (Chase, 2009b). Chromosome numbers range from the lowest known in orchids (2n = 10) to 2n = 168 (Tanaka & Kamemoto, 1984) and genome size spans at least a seven-fold range (Chase et al., 2005). Vegetatively, plants range from large, long-lived perennials with pseudobulbs of 1 kg or more to highly reduced twig epiphytes the size of a thumbnail with rapid life cycles (several months). Most species are epiphytes, and CAM photosynthesis is considered to have arisen repeatedly (Silvera et al., 2009, 2010a, b). Understanding the evolution of this range of form and function depends upon a reliable phylogenetic hypothesis of relationships for hundreds of species. Generic boundaries and relationships within Oncidiinae have been highly contentious, and several genera have been viewed as taxa of convenience (non-monophyletic; Garay, 1963). Previous evolutionary studies have been hampered by the choice of non-monophyletic groups and by a lack of reliable phylogenetic hypotheses. Our goal is to use combined plastid and nuclear ribosomal internal transcribed spacer (nrITS) data to produce a densely-sampled phylogenetic estimate of relationships within Oncidiinae and to use this to underpin a stable generic classification (Chase, 2009b) that can be used as a framework for more focused studies. POLLINATION AND FLORAL MIMICRY IN ONCIDIINAE Historically, many of the difficulties with generic circumscription in Oncidiinae are probably the result of homoplasy and mimicry in flower shape and colour. Generic boundaries have long been contentious in both the botanical and horticultural communities (Garay, 1963; Braem, 2010). As in most orchid groups, generic concepts have traditionally emphasized floral characters and neglected vegetative ones. In Oncidiinae, floral traits and pollination systems appear to be especially labile, which has undoubtedly fostered much of the confusion in generic boundaries and resulted in many polyphyletic genera. Pollen is never offered as a reward, and pseudopollen and resin rewards are unknown in Oncidiinae. Nectar is a reward for bees, Lepidoptera and hummingbirds, and is usually presented in a nectariferous spur formed by the lip or the adnation of lip and column. However, nectar deceit is common, and the presence of a spur does not always indicate nectar. Relatively few species produce a fragrance reward consisting of monoterpenes, sesquiterpenes and simple aromatics. These fragrances are collected by male euglossine bees (Apidae: Euglossini), and they are considered to serve a role in sexual selection by female euglossines (Bembe, 2004; Eltz, Roubik & Lunau, 2005; Zimmermann et al., 2009). Most Oncidiinae species have flowers that either produce an oil reward or are mimics of oil-producing flowers of Malpighiaceae; Figure 1 (Reis et al., 2000; Silvera, 2002; Sigrist & Sazima, 2004; Damon & Cruz-López, 2006; Reis et al., 2007; Carmona-Díaz & García-Franco, 2009; Vale et al., 2011). These oil flowers attract a variety of female bees of various sizes of several different genera in tribes Centridini, Tapinostapidini and Tetrapediini, of family Apidae (formerly assigned to a separate family, Anthophoridae, and still occasionally referred to as ‘anthophorid’ bees). The female bees collect oil from specialized glands (elaiophores) on the flowers and use the oils as provisions and/or waterproofing for larval cells (Cane et al., 1983; Roubik, 1989; Melo & Gaglianone, 2005). Numerous species of Oncidiinae that are putative mimics of malpighs exhibit a suite of characters that include bright yellow or purple flowers, elaiophores consisting of epidermal pads on lateral lobes of the lip or pads of trichomes on the lip callus and a tabula infrastigmatica (i.e. a fleshy ridge © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS 119 Figure 1. Various genera of Oncidiinae displaying putative mimicry of yellow Malpighiaceae and/or Calceolaria flowers. A, Malpighia sp. (model). B, Psychopsiella limminghei (Morren ex Lindl.) Lückel & Braem. C, Grandiphyllum auriculatum (Vell.) Docha Neto. D, Trichocentrum splendidum (A.Rich. ex Duch.) M.W.Chase & N.H.Williams. E, Trichocentrum cebolleta (Jacq.) M.W.Chase & N.H.Williams. F, Trichocentrum ascendens (Lindl.) M.W.Chase & N.H.Williams. G, Rossioglossum ampliatum (Lindl.) M.W.Chase & N.H.Williams. H, Lockhartia lepticaula D.E.Benn. & Christenson. I, Fernandezia ecuadorensis (Dodson) M.W.Chase. J, Vitekorchis excavata (Lindl.) Romowicz & Szlach. K, Oncidium cultratum Lindl. L, Oncidium obryzatum Rchb.f. M, Oncidium sp. N, Oncidium sphacelatum Lindl. O, Oncidium heteranthum Poepp. & Endl. P, Gomesa gardneri (Lindl.) M.W.Chase & N.H.Williams. Q, Gomesa insignis (Rolfe) M.W.Chase & N.H.Williams. R, Gomesa longipes (Lindl. & Paxt.) M.W.Chase & N.H.Williams. S, Otoglossum harlingii (Stacy) N.H.Williams & M.W.Chase. T, Otoglossum scansor (Rchb.f.) Carnevali & I.Ramírez. U, Erycina pusilla (L.) N.H.Williams & M.W.Chase. V, Nohawilliamsia pirarense (Rchb.f.) M.W.Chase & Whitten. W, Zelenkoa onusta (Lindl.) M.W.Chase & N.H.Williams. X, Tolumnia urophylla (Lodd. ex Lindl.) Braem. Y, Tolumnia quadriloba (C.Schweinf.) Braem. Photographs by W. Mark Whitten. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 120 K. M. NEUBIG ET AL. at the base of the column that is grasped by the mandibles of the bee, freeing their front and middle legs to collect oil). Many Oncidiinae also possess prominent elaiophores (Fig. 2F–J): Oncidium cheirophorum Rchb.f., Oncidium sotoanum R.Jiménez & Hágsater, Trichocentrum cavendishianum (Bateman) M.W.Chase & N.H.Williams and various species of Gomesa R.Br. (Stpiczynska, Davies & Gregg, 2007; Stpiczynska & Davies, 2008; Aliscioni et al., 2009; Davies & Stpiczynska, 2009; Pansarin, Castro & Sazima, 2009). Parra-Tabla et al. (2000) reported that Trichocentrum ascendens (Lindl.) M.W.Chase & N.H.Williams is pollinated primarily by female Trigona bees collecting the oily floral secrections for nest construction. Species with prominent elaiophores represent legitimate oil reward flowers (Fig. 2F–O). © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS 121 Figure 2. Oncidiinae displaying various pollination syndromes. Row 1 (A–E) Putative mimics of purple Malpighiaceae. A, Malpighia glabra L. (model). B, Oncidium sotoanum R.Jiménez & Hágsater. C, Cyrtochilum edwardii (Rchb.f.) Kraenzl. D, Tolumnia hawkesiana (Moir) Braem. E, Cyrtochilum ioplocon (Rchb.f.) Dalström. Rows 2 and 3 (F–O) Oncidiinae that secrete oil from localized elaiophores. F, Lockhartia longifolia (Lindl.) Schltr. G, H, Cyrtochilum serratum (Lindl.) Kraenzl. (arrow denotes elaiophore). I–J, Oncidium cheirophorum Rchb.f. (arrow denotes elaiophore). K, Ornithocephalus cochleariformis C.Schweinf. L. Ornithocephalus dalstroemii (Dodson) Toscano & Dressler. M, Ornithocephalus dressleri (Toscano) Toscano & Dressler. N, Phymatidium falcifolium Lindl. O, Oncidium sp. (Sigmatostalix clade). Row 4 (P–S) Putative hummingbird-pollinated species. P, Fernandezia subbiflora Ruiz & Pav. Q, Brassia aurantiaca (Lindl.) M.W.Chase. R, Brassia andina (Rchb.f.) M.W.Chase. S, Oncidium beyrodtioides M.W.Chase & N.H.Williams. Row 4 (T–U) Pseudocopulatory species. T, Tolumnia henekenii (R.H.Schomb. ex Lindl.) Nir. U, Trichoceros antennifer Kunth. Row 5 (V–Y) Species pollinated by nectar-foraging insects. V, Trichocentrum longicalcaratum Rolfe. W, Comparettia macroplectron Rchb.f. & Triana. X, Rodriguezia sp. Y, Trichopilia rostrata Rchb.f. Row 5 (Z) Floral fragrance reward flower pollinated by male euglossine bees. Z, Macroclinium dalstroemii Dodson. Photograph (E) courtesy Guido Deburghgraeve; all others by W. Mark Whitten. 䉳 Some oil-secreting taxa with relatively small, greenish white flowers (e.g. Ornithocephalus Hook., Phymatidium Lindl.; Fig. 2K–O) attract a subset of oilforaging bees with smaller body sizes and do not appear to be involved in mimicry. Perhaps a larger percentage of Oncidiinae possess flowers with similar malpigh-mimicking colour (bee-ultraviolet-green; Powell, 2008), morphology and tabula infrastigmatica, although they lack clearly demonstrable elaiophores. These species represent oil deceit flowers that lure oil-collecting bees but fail to produce a legitimate reward (Fig. 1). The floral morphology of Oncidiinae is probably the result of a complex mixture of Batesian and Müllerian mimicry (Roy & Widmer, 1999). Using spectral reflectance analyses, Powell (2008) demonstrated that many Oncidiinae with yellow flowers closely match the colour of yellow malpigh flowers [Byrsonima crassifolia (L.) Kunth] and thus satisfy one of the criteria for Batesian mimicry. By mapping these traits onto an Oncidiinae phylogenetic tree, he estimated at least 14 independent origins of putative malpigh mimicry within Oncidiinae. Carmona-Díaz & García-Franco (2009) demonstrated that the rewardless Trichocentrum cosymbephorum (C.Morren) R.Jiménez & Carnevali is pollinated by the same oil-collecting Centris bees that pollinate Malpighia glabra L., and the orchid has greater reproductive success in the presence of the malpigh than in isolated clumps. Further, Sazima & Sazima (1988) showed that some eglandular Malpighiaceae (lacking sepalar elaiophores) are possible mimics of glandular forms. There are probably complex mimicry relationships between Malpighiaceae species, oil-producing Oncidiinae and oil-deceit Oncidiinae. We also suspect that some Oncidiinae mimic oil-producing Calceolaria L. (Calceolariaceae) because they occur at high elevations where malpighs are absent or rare and Calceolaria spp. are common. For example, Otoglossum harlingii (Stacy) N.H.Williams & M.W.Chase (Fig. 1S) bears a striking visual similarity to sympatric species of Calceolaria. This extensive homoplasy in oil flower morphology has contributed to grossly polyphyletic classifications of Oncidiinae, especially in clades that contain species with bright yellow ‘oncidioid’ flowers. Floral morphology, including the detailed structure of the column (Szlachetko, 1995), is clearly unreliable as the sole basis for generic circumscription. A robust phylogenetic framework based on molecular data can help diagnose polyphyletic groups and inform a new clade-based classification. MATERIAL AND METHODS TAXON SAMPLING Specimens were obtained from wild-collected or cultivated plants (see Supporting information, Appendix S1); most taxon names follow the generic concepts of Chase (2009b), except for genera we have now lumped (e.g. Brachtia Rchb.f., Ada Lindl. and Mesospinidium Rchb.f. into Brassia; Pachyphyllum Kunth and Raycadenco Dodson into Fernandezia Ruiz & Pav.) or split (Psychopsiella Lückel & Braem from Psychopsis Raf.). Sampling of Oncidiinae included 736 accessions from a total of 590 ingroup species. We included seven outgroup taxa from other subtribes of Cymbidieae (Cameron et al., 1999; Cameron, 2004). We were unable to obtain DNA of the following rare, minor genera: Caluera Dodson & Determann (three species), Centroglossa Barb.Rodr. (five species), Cypholoron Dodson & Dressler (two species), Dunstervillea Garay (one species), Platyrhiza Barb.Rodr. (one species), Quekettia Lindl. (five species), Rauhiella Pabst & Braga (three species), Sanderella Kuntze (two species), Suarezia Dodson (one species) and Thysanoglossa Porto & Brade (two species). EXTRACTION, AMPLIFICATION AND SEQUENCING All freshly-collected material was preserved in silica gel (Chase & Hills, 1991). Genomic DNA was © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 122 K. M. NEUBIG ET AL. extracted using a modified cetyl trimethylammonium bromide (CTAB) technique (Doyle & Doyle, 1987), scaled to a 1-mL volume reaction. Approximately 10 mg of dried tissue were ground in 1 mL of CTAB 2 ¥ buffer and 2 mL of either b-mercaptoethanol or proteinase-K (25 micrograms/mL; Promega, Inc.). Some total DNAs were then cleaned with QIAquick PCR (Qiagen) purification columns to remove inhibitory secondary compounds. Amplifications were performed using an Eppendorf Mastercycler EP Gradient S thermocycler and Sigma brand reagents in 25-mL volumes with reaction components for ITS: 0.5–1.0 mL of template DNA (approximately 10–100 ng), 11 mL of water, 6.5 mL of 5 M betaine, 2.5 mL of 10 ¥ buffer, 3 mL of MgCl2 (25 mM), 0.5 mL of 10 mM dNTPs, 0.5 mL each of 10 mM primers and 0.5 units of Taq DNA polymerase. For the plastid regions, the reaction components used were: 0.5–1.0 mL of template DNA (approximately 10–100 ng), 16–18 mL of water, 2.5 mL of 10 ¥ buffer, 2–3 mL of MgCl2 (25 mM), 0.5 mL of 10 mM dNTPs, 0.5 mL each of 10 mM primers and 0.5 units (0.2 mL) of Taq polymerase. The thermocycler programmes used to amplify each region comprised: nrITS (ITS 1 + 5.8S rDNA+ ITS 2): This region was amplified with a touchdown protocol using the parameters 94 °C for 2 min; 15 ¥ (94 °C for 1 min; 76 °C for 1 min, reducing 1 °C per cycle; 72 °C for 1 min); 21 ¥ (94 °C for 1 min; 59 °C for 1 min; 72 °C for 1 min); 72 °C for 3 min with the primers 17SE and 26SE sensu Sun et al. (1994). Betaine was added to eliminate secondary structure typical of the ribosomal DNA, so that active ITS copies would predominate in the PCR product. Except for nrITS, all other regions sequenced are plastid regions. matK-trnK: This region includes the entire matK gene and the flanking 3′trnK spacer and is approximately 1800 bp in length. This region was amplified with the parameters 94 °C for 3 min; 33 ¥ (94 °C for 45 s; 60 °C for 45 s; 72 °C for 2 min); 72 °C for 3 min, with primers -19F (Molvray, Kores & Chase, 2000) and trnK2R (Johnson & Soltis, 1994). Internal sequencing primers were matK intF (TGAGCGAACACATTTCTATGG) and matK intR (ATAAGGTTGAAACCAAAAGTG). Some samples were amplified using the primers 56F and 1520R (Whitten, Williams & Chase, 2000) that yielded a shorter, although almost complete, sequence of the matK exon (missing the 3′ spacer). psaB: This region was amplified with the parameters 94 °C for 3 min; 33 ¥ (94 °C for 30 s; 55 °C for 30 s; 72 °C for 2 min); 72 °C for 4 min, using the primers NY159 and NY160 sensu Cameron (2004). rbcL: This region was amplified with the same parameters as for psaB but with primers NY35 and NY149 from Cameron (2004). trnH-psbA: This region was amplified with the parameters 94 °C for 3 min; 33 ¥ (94 °C for 1 min; 58 °C for 1 min; 72 °C for 1 min 20 s); 72 °C for 6 min, with the primers F and R sensu Xu et al. (2000). ycf1: We sequenced two noncontiguous portions of ycf1 (Neubig et al., 2009) including approximately 1200 bp from the 5′ end and approximately 1500 bp from the 3′ end. Both were amplified using a ‘touchdown’ protocol with the parameters 94 °C for 3 min; 8 ¥ (94 °C for 30 s; 60–51 °C for 1 min; 72 °C for 3 min); 30 ¥ (94 °C for 30 s; 50 °C for 1 min; 72 °C for 3 min); 72 °C for 3 min. Primers for the 5′ portion are 1F (ATGATTTTTAAATCTTTTCTACTAG) and 1200R (TTGTGACATTTCATTGCGTAAAGCCTT). Primers for the 3′ portion are 3720F (TACGTATGTAATGAACGAATGG) and 5500R (GCTGTTATTGGCATCAAACCAATAGCG). Additional internal sequencing primers are intF (GATCTGGACCAATGCACATATT) and intR (TTTGATTGGGATGATCCAAGG). PCR products were cleaned with Microclean™ (The Gel Company) in accordance with manufacturer’s instructions. Purified PCR products were then cyclesequenced using the parameters 96 °C for 10 s; 25 ¥ (96 °C for 10 s; 50 °C for 5 s; 60 °C for 4 min). The cycle sequencing mix consisted of 3 mL of water, 1 mL of fluorescent Big Dye dideoxy terminator, 2 mL of Better Buffer™ (The Gel Company), 1 mL of template and 0.5 mL of primer. Cycle sequencing products were cleaned using ExoSAP™ (USB Corporation) in accordance with the manufacturer’s instructions. Purified cycle sequencing products were directly sequenced on an ABI 377, 3100 or 3130 automated sequencer accordance with the manufacturer’s instructions (Applied Biosystems). Electropherograms were edited and assembled using SEQUENCHER, version 4.9 (GeneCodes). All sequences were deposited in GenBank (see Supporting information, Appendix S1). DATA ANALYSIS We constructed two data matrices. The first included seven DNA regions (nrITS, trnH-psbA, 3′ycf1, 5′ycf1, matK, rbcL and psbA) for 122 taxa. This smaller restricted data set included several relatively conserved plastid genes (rbcL, psbA) with the goal of providing increased resolution and support for the deeper nodes of the tree. The outgroup for this data set was Eulophia graminea Lindl. The second matrix included five DNA regions (nrITS, trnH-psbA, 5′ycf1, 3′ycf1 and matK) for 736 taxa. Outgroup taxa were Eriopsis biloba Lindl., Eulophia graminea, Cyrtidiorchis stumpflei (Garay) Rauschert, a species of Rudolfiella Hoehne, Stanhopea jenishiana F.Kramer ex Rchb.f., and Stanhopea tigrina Bateman ex Lindl. The trnH-psbA matrix contained many gaps of dubious © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS alignment, and we excluded 1259 positions out of 2027 aligned positions (62%). Data matrices are available from W. Mark Whitten (whitten@flmnh.ufl.edu) and at: ftp://ftp.flmnh.ufl.edu/Public/oncids/ Maximum likelihood (ML) phylogenetic analyses were performed on both data sets using RaxML, version 7.0.4 (Stamatakis, 2006). For each data set, we ran analyses that included: (1) only ITS; (2) only the plastid loci; and (3) all loci. All ML analyses used the general time-reversible (GTR; Tavare, 1986) model of evolution with among-site rate variation modeled using the ‘CAT’ discrete rate categories option. For analyses of the plastid loci and all loci, we further partitioned the ML model based on DNA region. Specifically, we estimated substitution model parameters for each region and for region-specific branch lengths. To find the optimal tree for each data set, we performed five runs of the ML heuristic searches and 200 nonparametric bootstrap replicates to assess clade support in the tree (Felsenstein, 1985). RESULTS SEVEN-LOCUS DATA SET (FIGS 3, 4) Both the plastid and the nrITS trees recover the same major clades, although there are some differences in the topology along the spines of the trees. Based on visual inspection of the trees, there appears to be nuclear versus plastid conflict in the relationships of Psychopsis, Psychopsiella and Trichopilia Lindl. Psychopsis and Psychopsiella are strongly supported as sister in the nrITS tree, although Psychopsis is strongly supported as sister to Psychopsiella and Trichopilia in the plastid tree. Vitekorchis Romowicz & Szlach. is isolated in both nuclear and plastid tree. It is weakly supported as sister to Oncidium + all remaining taxa in the plastid tree but is unresolved at a deeper node in nrITS trees. Tolumnia Raf. is strongly supported as sister to Erycina Lindl. + Rhynchostele Rchb.f. in nrITS results, although plastid data place Tolumnia as a wellsupported member of a derived clade (including Nohawilliamsia M.W.Chase & Whitten to Comparettia Poepp. & Endl.). The combined plastid + nrITS seven-region analysis (122 taxa; Fig. 4) is largely consistent with the analysis of the larger five-locus data (736 taxa; Figs 5–12), although the addition of rbcL and psbA data provide slightly more support for the spine of the tree. FIVE-LOCUS DATA SET (FIGS 5–12) Many species are represented by two or more samples. In most cases, multiple accessions of a single species form a group (e.g. most Erycina; Fig. 10). In a 123 few cases, samples from putatively the same species do not fall together (e.g. Erycina pusilla (L.) N.H.Williams & M.W.Chase, Fig. 10; Cyrtochilum cimiciferum (Rchb.f.) Dalström, Fig. 9). Some of these may be the result of errors in determinations but, usually, these represent taxonomically confusing groups with poorly-defined species boundaries. DISCUSSION We recognize 61 clades in this tree (Figs 5–12) at generic level (Table 1). All of the clades that we recognize at generic level are strongly supported, and there is also strong support for almost all suprageneric nodes in the tree. Monotypic genera include Zelenkoa M.W.Chase & N.H.Williams, Notyliopsis P.Ortiz and Nohawilliamsia (Fig. 11). These taxa form a poorly supported grade that is sister to Tolumnia and the twig epiphyte clade (all taxa in Fig. 12). Other genera with weak support for generic topology include Schunkea Senghas, Trizeuxis Lindl., Seegeriella Senghas and Warmingia Rchb.f. Genera are discussed in order of appearance in the cladogram (Figs 5–12). More detailed information for each genus is provided in Chase (2009b). Psychopsis Raf. (five spp.; Fig. 5) ranges from Costa Rica south through the Andes to Peru. Chase (2005) lumped the monotypic Psychopsiella into Psychopsis on the basis of their sister relationship in unpublished nrITS trees to avoid creation of a monotypic genus, although analysis of the combined data sets place Psychopsiella sister to Trichopilia Lindl. Chromosome numbers also differ: 2n = 38 for Psychopsis (Dodson, 1957) versus 2n = 56 for Psychopsiella and Trichopilia (Charanasri & Kamemoto, 1975). Both Psychopsiella and Psychopsis have yellow and brown flowers with a tabula infrastigmatica, suggestive of oil-reward flowers, although Dodson (2003) reported pollination of Psychopsis by Heliconius butterflies but his observations have not been replicated. Psychopsiella Lückel & Braem (one sp.; Figs 1B, 5) is monotypic and vegetatively resembles a dwarf Psychopsis, although it lacks the elongate dorsal sepal and petals of the latter. It is restricted to Brazil and has been reported from Venezuela, near Caracas, although this may have been an escape from cultivation. It shares a chromosome number of 2n = 56 with its sister, Trichopilia. Trichopilia Lindl. (approximately 26 spp.; Figs 2Y, 5) is largely characterized by having a lip that enfolds and is fused basally to the column, in some species forming a deep tubular structure suggestive of nectar reward or deceit, although Dodson (1962) reported pollination of one species by fragrance-collecting male euglossine bees. Some species of Cattleya Lindl. and Sobralia Ruiz & Pav. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 124 K. M. NEUBIG ET AL. A) Plastid 53 94 * 94 * * * 74 64 98 70 92 50 * * 85 * * 99 59 99 * 80 99 89 94 * 92 93 98 * 62 ** * 52 * 76 93 * 92 60 * 60 98 99 90 84 80 * 70 94 59 *96 * 99 76 * 96 * 80 86 * 82 89 98 * 98 * * * *77* * * * 60 * * 98 * 81 68 * * * 66 * * 98 * * ** 98 * * * W1696 Comparettia heterophylla W2688 Comparettia falcata W0869 Comparettia langkastii H8339 Comparettia bennettii N422 Comparettia barkeri N414 Comparettia schaeferi N041 Ionopsis minutiflora W0881 Ionopsis minutiflora W2346 Ionopsis utricularioides N632 Pterostemma antioquiense W2734 Pterostemma benzingii N542 Warmingia zamorana RLD6349 Macroclinium sp W0961 Notylia ecuadorensis N438 Macradenia rubescens N415 Sutrina garayi W0830 Polyotidium huebneri C129 Trizeuxis falcata W1615 Rodriguezia batemanii W0287 Leochilus leiboldii W0663 Leochilus inconspicuus C017 Leochilus carinatus C088 Leochilus leochilinus N312 Tolumnia compressicaulis W3358 Tolumnia gundlachii C655 Tolumnia calochila W1622 Plectrophora cultrifolia W0662 Zelenkoa onusta W2674 Notyliopsis beatricis C026 Capanemia superflua W0898 Solenidium portillae W3637 Nohawilliamsia pirarense C036 Gomesa planifolia C151 Gomesa gomezoides W2988 Gomesa radicans W3535 Gomesa flexuosa C058 Gomesa eleutherosepala W3001 Gomesa lietzii N089 Erycina cristagalli W2520 Erycina glossomystax C052 Erycina hyalinobulbon C019 Rhynchostele bictoniensis C652 Rhynchostele londesboroughiana N091 Systeloglossum acuminatum N336 Oliveriana brevilabia W3262 Cischweinfia dasyandra N548 Brassia horichii W1644 Brassia elegantula W2679 Brassia andina W0083 Brassia arcuigera N004 Aspasia lunata W0091 Miltonia regnelii W2966 Miltonia phymatochila N017 Cyrtochilum serratum W1553 Cyrtochilum myanthum W1715 Caucaea phalaenopsis W99252 Miltoniopsis roezlii C119 Cyrtochiloides ochmatochila B2856 Otoglossum globuliferum W2723 Otoglossum coronarium W0905 Otoglossum harlingii C053 Oncidium harryanum C054 Oncidium strictum W1565 Oncidium epidendroides W1662 Oncidium densiflorum W1670 Oncidium peruvianoides N287 Oncidium morganii N625 Oncidium lehmanniana N178 Oncidium aff obryzatum W2343 Oncidium obryzatum N268 Oncidium hyphaematicum W2676 Oncidium andradianum C142 Oncidium toachicum C031 Oncidium reichenheimii N115 Oncidium ghiesbreghtianum N235 Oncidium altissimum W1735 Oncidium heteranthum W2518 Oncidium abortivum W2694 Vitekorchis excavatus W2375 Ornithocephalus bicornis W2593 Ornithocephalus dressleri W2374 Ornithocephalus suarezii W0513 Hintonella mexicana W0887 Eloyella thienii W2949 Chytroglossa marileoniae N429 Zygostates alleniana W2929 Zygostates apiculata N530 Phymatidium falcifolium W0745 Fernandezia tica W2524 Fernandezia crystallina W1701 Fernandezia ionanthera W3285 Fernandezia ecuadorensis N560 Telipogon bombiformis N643 Telipogon barbozae N440 Telipogon vargasii W0868 Telipogon hystrix W2692 Telipogon obovatus W2353 Trichoceros antennifer W2690 Hofmeisterella eumicroscopica B2558 Lockhartia micrantha W1704 Lockhartia bennettii N093 Cuitlauzina egertonii C169 Cuitlauzina pendula W3558 Cuitlauzina candida C003 Rossioglossum ampliatum N096 Rossioglossum oerstedii C007 Rossioglossum schlieperianum C013 Trichocentrum tigrinum W1776 Trichocentrum lindenii W3518 Trichocentrum stipitatum C156 Saundersia paniculata W0824 Grandiphyllum divaricatum W0825 Grandiphyllum auricula C074 Trichopilia sanguinolenta W1643 Trichopilia sanguinolenta C079 Trichopilia brevis C150 Trichopilia subulata W2396 Trichopilia fragrans W3561 Psychopsiella limminghei C034 Psychopsis sanderae N052 Psychopsis papilio W1618 Rudolfiella sp. B) nrITS * * ** * 76 78 66 * * 60 82 54 94 98 98 88 * 68 56 * 98 * * 58 * 84 95 99 93 73 57 78 87 99 * 98 * 54 * 96 * 74 69 81 90 96 84 98 82 98 93 99 78 * * * 87 99 * 94 81 98 87 71 * * 82 80 57 95 89 * 80 78 62 80 85 68 * * 56 88 96 78 99 98 * 96 93 © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS 125 Figure 3. Comparison of maximum likelihood bootstrap (BS) consensus trees resulting from analyses of the separate [(A) plastid versus (B) nuclear ribosomal internal transcribed spacer (nrITS)] data sets for the seven-region data set for 122 taxa. Asterisks indicate 100% BS support. 䉳 have similar gullet flowers, and they also are visited by nectar-seeking euglossine bees. Vegetatively, plants of Trichopilia are similar to Psychopsis and Psychopsiella. We include Helcia Lindl., Leucohyle Klotzch and Neoescobaria Garay, which are embedded within Trichopilia. These differ primarily in the lack of lip/column fusion and have previously been recognized as members of Trichopilia. Rossioglossum (Schltr.) Garay & G.C.Kenn. (ten spp.; Fig. 5), as circumscribed here, includes Ticoglossum Lucas Rodr. ex Halb. and Chelyorchis Dressler & N.H.Williams. This genus also includes considerable floral diversity, suggestive of pollination by a variety of bees, although pollination data are mostly lacking. Rossioglossum ampliatum (Lindl.) M.W.Chase & N.H.Williams (Fig. 1G) has numerous bright yellow (bee-ultraviolet-green; Powell, 2008) Oncidium-like flowers that are malpigh mimics, whereas other Rossioglossum [e.g. R. insleayi (Baker ex Lindl.) Garay & G.C.Kenn. and Rossioglossum grande (Lindl.) Garay & G.C.Kenn.] bear relatively few, large flowers barred with yellow and brown. All species share vegetative similarities of rounded, ancipitous pseudobulbs topped by a pair of leathery leaves. Van der Pijl & Dodson (1966) reported pollination of R. grande by Centris bees. Their floral features, particularly the presence of a tabula infrastigmatica, indicates oil-bee pollination, although their floral absorbance has not been investigated. Recognition of Chelyorchis, as a result of its floral distinctiveness within this clade, would result in a paraphyletic Rossioglossum. The genus ranges mostly from Mexico to Central America, with Chelyorchis pardoi Carnevali & G.A.Romero extending further south to Trinidad and Tobago, Colombia and Venezuela (Fernandez-Concha et al., 2009). This species currently lacks a combination in Rossioglossum. Cuitlauzina Lex. (ten spp.; Fig. 5), as circumscribed here, includes Dignathe Lindl., Osmoglossum (Schltr.) Schltr. and Palumbina Rchb.f and ranges from Mexico to Panama in Central America. Because floral morphology is so divergent within this genus, the close relationships between Cuitlauzina s.s., Palumbina, Dignathe and Osmoglossum were previously unsuspected. All four genera were segregated by various workers from Odontoglossum. Cuitlauzina pendula Lex. has a tabula infrastigmatica, although its pollinator is unknown; its colour (white or pink) makes it unlikely to be an oil-bee flower. Despite their gross floral disparity, they share a prominent clinandrial hood and similar pollinarium morphology (Sosa et al., 2001). Grandiphyllum Docha Neto (ten spp.; Figs 1C, 5) (‘Brazilian mule-ears’) is restricted to Brazil and northern Argentina, and the species were formerly placed as members of two sections of Oncidium. They have large leathery leaves and floral morphology typical of Oncidium with an oil-bearing callus or dense pad of trichomes and a tabula infrastigmatica, although they lack the complex tubularized pollinarium stipe (Chase, 1986b) typical of Oncidium s.s., Grandiphyllum and Saundersia Rchb.f. could be lumped into Trichocentrum, although doing so would create a genus that is even more difficult to diagnose morphologically. Saundersia Rchb.f. (two spp.; Fig. 5) is restricted to Brazil. These small plants have relatively leathery ‘mule-ear’ leaves and small flowers borne in a dense pendent raceme with a short column that lacks a tabula infrastigmatica. The roots, ovary and sepals bear dense indumentum, a feature unique within this clade and rare in the entire subtribe (but found in some species of Ornithocephalus, which is not closely related; Fig. 6). Trichocentrum Poepp. & Endl. (70 spp.; Figs 1D, E, F, 2V, 5), as broadly circumscribed by Chase (2009b), also includes Lophiaris Raf. (‘mule-ear’ oncidiums), Cohniella Pfitzer (‘rat-tail’ oncidiums) and Lophiarella Szlach., Mytnik & Romowicz [Trichocentrum microchilum (Bateman ex Lindl.) M.W.Chase & N.H.Williams and Trichocentrum pumilum (Lindl.) M.W.Chase & N.H.Williams]. This clade also includes great floral diversity but the species are linked by vegetative succulence. The leaves are thick and leathery and, in one clade, the leaves are terete (‘rat-tail’ oncidiums). Most species have yellow to brown flowers that are either true oil- or resin-rewarding species: Trichocentrum stipitatum (Lindl. ex Benth.) M.W.Chase & N.H.Williams, visited by Centris and Paratetrapedia bees (Silvera, 2002); T. ascendens (Lindl.) M.W.Chase & N.H.Williams, pollinated by Trigona and Centris (Parra-Tabla et al., 2000), and some are oil deceit-flowers. Species of Trichocentrum s.s. typically have a spur (Fig. 2V), although nectar has never been observed. At least one species, Trichocentrum tigrinum Linden & Rchb.f., has a strong fragrance and attracts fragrance-collecting male euglossines (van der Pijl & Dodson, 1966). Most Trichocentrum s.s. with spurs might be deceit flowers, attracting nectar-foraging euglossine or other longtongued bees. Chromosome number varies greatly © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 126 K. M. NEUBIG ET AL. 62 90 W1696 Comparettia heterophylla W2688 Comparettia falcata W0869 Comparettia langkastii H8339 Comparettia bennettii N422 Comparettia barkeri N414 Comparettia schaeferi N041 Ionopsis minutiflora 54 W0881 Ionopsis minutiflora W2346 Ionopsis utricularioides N632 Pterostemma antioquiense W2734 Pterostemma benzingii 80 RLD6349 Macroclinium sp W0961 Notylia ecuadorensis 94 N542 Warmingia zamorana N438 Macradenia rubescens C129 Trizeuxis falcata W1615 Rodriguezia batemanii N415 Sutrina garayi W0830 Polyotidium huebneri 67 C017 Leochilus carinatus C088 Leochilus leochilinus W0287 Leochilus leiboldii W0663 Leochilus inconspicuus W1622 Plectrophora cultrifolia 50 C655 Tolumnia calochila W3358 Tolumnia gundlachii N312 Tolumnia compressicaulis 50 W0662 Zelenkoa onusta W2674 Notyliopsis beatricis W3637 Nohawilliamsia pirarense 89 C026 Capanemia superflua W0898 Solenidium portillae C036 Gomesa planifolia 94 C151 Gomesa gomezoides W2988 Gomesa radicans W3535 Gomesa flexuosa C058 Gomesa eleutherosepala W3001 Gomesa lietzii N089 Erycina cristagalli W2520 Erycina glossomystax C052 Erycina hyalinobulbon C019 Rhynchostele bictoniensis C652 Rhynchostele londesboroughiana N548 Brassia horichii 76 W1644 Brassia elegantula 74 W2679 Brassia andina W0083 Brassia arcuigera N091 Systeloglossum acuminatum 84 N336 Oliveriana brevilabia W3262 Cischweinfia dasyandra N004 Aspasia lunata W0091 Miltonia regnelii W2966 Miltonia phymatochila N017 Cyrtochilum serratum 92 W1553 Cyrtochilum myanthum W1715 Caucaea phalaenopsis W99252 Miltoniopsis roezlii C119 Cyrtochiloides ochmatochila B2856 Otoglossum globuliferum 86 90 W2723 Otoglossum coronarium W0905 Otoglossum harlingii C053 Oncidium harryanum C054 Oncidium strictum W1565 Oncidium epidendroides 84 W1662 Oncidium densiflorum W1670 Oncidium peruvianoides 92 N178 Oncidium aff obryzatum W2343 Oncidium obryzatum N287 Oncidium morganii 94 N625 Oncidium lehmanniana N268 Oncidium hyphaematicum W2676 Oncidium andradianum C142 Oncidium toachicum 84 C031 Oncidium reichenheimii N115 Oncidium ghiesbreghtianum N235 Oncidium altissimum W1735 Oncidium heteranthum W2518 Oncidium abortivum W2694 Vitekorchis excavatus W2375 Ornithocephalus bicornis W2593 Ornithocephalus dressleri 78 W2374 Ornithocephalus suarezii W0513 Hintonella mexicana W0887 Eloyella thienii W2949 Chytroglossa marileoniae N429 Zygostates alleniana W2929 Zygostates apiculata N530 Phymatidium falcifolium 63 W0745 Fernandezia tica W1701 Fernandezia ionanthera W2524 Fernandezia crystallina W3285 Fernandezia ecuadorensis N560 Telipogon bombiformis 52 N643 Telipogon barbozae N440 Telipogon vargasii W0868 Telipogon hystrix W2692 Telipogon obovatus W2353 Trichoceros antennifer W2690 Hofmeisterella eumicroscopica B2558 Lockhartia micrantha W1704 Lockhartia bennettii C003 Rossioglossum ampliatum N096 Rossioglossum oerstedii C007 Rossioglossum schlieperianum C169 Cuitlauzina pendula N093 Cuitlauzina egertonii W3558 Cuitlauzina candida C013 Trichocentrum tigrinum W1776 Trichocentrum lindenii W3518 Trichocentrum stipitatum C156 Saundersia paniculata W0824 Grandiphyllum divaricatum W0825 Grandiphyllum auricula C074 Trichopilia sanguinolenta W1643 Trichopilia sanguinolenta C079 Trichopilia brevis C150 Trichopilia subulata W2396 Trichopilia fragrans C034 Psychopsis sanderae N052 Psychopsis papilio W3561 Psychopsiella limminghei W1618 Rudolfiella sp. * * * * * * * * * * ** * * * * * * * * * * * * * * * * * * * * ** * * * * ** * * * * * * * * * 88 * 94 * * * * 88 * * 60 * * * * * * * * * * * * * * * * ** * * * * * * * * = 95-100% bootstrap support 0.005 substitutions/site © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 127 ONCIDIINAE PHYLOGENETICS Figure 4. Single maximum likelihood tree resulting from analysis of the combined [plastid + nuclear ribosomal internal transcribed spacer (nrITS)] seven-region data set for 122 taxa. Asterisks indicate 100% bootstrap support (BS); values above lines are BS percentages. 䉳 to Fig. 6 Fig. 5 to Fig. 6 B1803 Lockhartia aff. grandibracteata B2559 Lockhartia grandibractea B2558 Lockhartia micrantha B2574 Lockhartia serra B2488 Lockhartia aff. chocoensis B2653 Lockhartia parthenglossa B2567 Lockhartia acuta B2286 Lockhartia hercodonta B2572 Lockhartia obtusata B2563 Lockhartia oerstedii B2667 Lockhartia verrucosa B2554 Lockhartia bennettii W1704 Lockhartia bennettii B2570 Lockhartia aff. parthenocomos N350 Trichocentrum undulatum W3252 Trichocentrum carthaginense N447 Trichocentrum lindenii W1776 Trichocentrum lindenii N446 Trichocentrum x teaboanum W0916 Trichocentrum sp. N445 Trichocentrum oerstedii N444 Trichocentrum cosymbephorum Lophiaris (in part) W0915 Trichocentrum cosymbephorum C080 Trichocentrum bicallosum W3553 Trichocentrum margalefii N443 Trichocentrum straminium N026 Trichocentrum lanceanum W3229 Trichocentrum nanum W0282 Trichocentrum morenoi Lophiarella W3554 Trichocentrum pumilum N033 Trichocentrum pfavii W2663 Trichocentrum cymbiglossum C082 Trichocentrum panduratum Trichocentrum s.s. C013 Trichocentrum tigrinum W0886 Trichocentrum pulchrum W1695 Trichocentrum longicalcaratum C025 Trichocentrum flavovirens Lophiaris (in part) N031 Trichocentrum splendidum N025 Trichocentrum stipitatum W3518 Trichocentrum stipitatum W3602 Trichocentrum cepula Cohniella W3619 Trichocentrum cepula C090 Trichocentrum jonesianum C156 Saundersia paniculata W0825 Grandiphyllum auriculum W3567 Grandiphyllum auriculum Oncidium N285 Grandiphyllum hians sect. Oncidium C048 Grandiphyllum hians Paucituberculata sect. Pulvinatum W0823 Grandiphyllum pulvinatum W0824 Grandiphyllum divaricatum W0826 Grandiphyllum robustissimum C018 Cuitlauzina pulchella Osmoglossum N141 Cuitlauzina pulchella N093 Cuitlauzina egertonii C169 Cuitlauzina pendula Cuitlauzina s.s. W3545 Cuitlauzina pendula C148 Cuitlauzina candida Palumbina W3558 Cuitlauzina candida C003 Rossioglossum ampliatum Chelyorchis N024 Rossioglossum ampliatum C075 Rossioglossum krameri Ticoglossum N096 Rossioglossum oerstedii C007 Rossioglossum schlieperianum Rossioglossum s.s. N187 Rossioglossum insleayi N034 Trichopilia turialvae W2947 Trichopilia turialvae W2396 Trichopilia fragrans C001 Trichopilia suavis W2957 Trichopilia leucoxantha C150 Trichopilia subulata Leucohyle W1892 Trichopilia subulata C399 Trichopilia laxa C074 Trichopilia sanguinolenta W1643 Trichopilia sanguinolenta Helcia C079 Trichopilia brevis Neoescobaria W0867 Psychopsiella limminghei W3561 Psychopsiella limminghei Psychopsis s.l. C034 Psychopsis sanderae N052 Psychopsis papilio C267 Stanhopea tigrina W3297 Stanhopea jenischiana DT297 Cyrtidiorchis stumpflei W1618 Rudolfiella sp W0129 Zygopetalum maxillare Outgroups W0472 Eriopsis biloba W3609 Eulophia graminea * 73 67 94 87 * 68 * * * * 61 * 81 84 53 59 65 * 73 * 80 * 65 85 * * * ** * * * * * * ** * * * 94 * * 59 * * ** * * * * * * * * * * * * * * * * * 71 75 87 * 84 73 * * 0.001 substitutions/site Figure 5. Portion (outgroups to Lockhartia) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. within this clade, forming a continuum from 2n = 24–72 that does not correlate well with subclades. Chase & Olmstead (1988) hypothesized that the range of numbers is the result of chromosomal condensation and does not involve polyploidy. Some reports (Braem, 1993; Christenson, 1999; FernandezConcha et al., 2010) have favoured a narrow circumscription of Trichocentrum (restricted to those species © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 128 K. M. NEUBIG ET AL. to Fig. 7 Fig. 6 to Fig. 5 74 91 66 60 * 84 74 * * * * * * * * * * * 67 Stellilabium to Fig. 7 N560 Telipogon bombiformis N576 Telipogon ampliflorus N556 Telipogon chiriquensis B2984 Telipogon glicensteinii N579 Telipogon sp. N557 Telipogon panamensis N587 Telipogon personatus N561 Telipogon maduroi N583 Telipogon monticola N553 Telipogon caulescens N692 Telipogon caulescens N578 Telipogon biolleyi N585 Telipogon sp. N559 Telipogon medusae N554 Teliopgon griesbeckii N582 Telipogon griesbeckii N584 Telipogon olmosii N589 Telipogon sp. N586 Telipogon parvulus W0140 Telipogon parvulus N558 Telipogon butcheri N643 Telipogon barbozae N645 Telipogon monteverdensis N644 Telipogon bullpenensis N344 Telipogon acicularis W2155 Telipogon smaragdinus W2531 Telipogon sp. W2703 Telipogon sp. C123 Telipogon pogonostalix W0868 Telipogon hystrix N440 Telipogon vargasii N442 Telipogon nervosus N694 Telipogon klotzscheanus N413 Telipogon pulcher W2413 Telipogon sp. N577 Telipogon ariasii N588 Telipogon sp. B2982 Telipogon urceolatus W2412 Telipogon hartwegii W2692 Telipogon obovatus B2977 Telipogon venustus W0882 Trichoceros antennifer W2353 Trichoceros antennifer C138 Trichoceros parviflorus N286 Trichoceros muralis DT340 Trichoceros antennifer W0883 Trichoceros muralis DT375 Trichoceros sp. C112 Hofmeisterella eumicroscopica W2690 Hofmeisterella eumicroscopica W2592 Ornithocephalus dalstroemii W2693 Ornithocephalus dalstroemii B2980 Ornithocephalus dalstroemii Sphyrastylis N309 Ornithocephalus ecuadorensis N337 Ornithocephalus dalstroemii B2979 Ornithocephalus escobarianus W2593 Ornithocephalus dressleri W2375 Ornithocephalus bicornis W3264 Ornithocephalus bicornis W3242 Ornithocephalus cochleariformis B2545 Ornithocephalus inflexus N426 Ornithocephalus iridifolius W2370 Ornithocephalus kruegeri W2376 Ornithocephalus polyodon N428 Ornithocephalus myrticola W2369 Ornithocephalus suarezii W2374 Ornithocephalus suarezii N290 Hintonella mexicana W0513 Hintonella mexicana W0887 Eloyella thienii GG135 Chytroglossa aurata W2949 Chytroglossa marileoniae N437 Zygostates obliqua W2929 Zygostates apiculata N429 Zygostates alleniana N430 Zygostates lunata W2792 Zygostates pellucida Dipteranthus C103 Zygostates grandiflora N530 Phymatidium falcifolium W0860 Phymatidium falcifolium C113 Fernandezia sp. W2537 Fernandezia cuencae DT359 Fernandezia sp. W0880 Fernandezia sp. Pachyphyllum (in part) W2403 Fernandezia sp. W2524 Fernandezia crystallina W0879 Fernandezia hartwegii W2313 Fernandezia sp. H7178 Fernandezia sp. DT366 Fernandezia ionanthera W1701 Fernandezia ionanthera W1700 Fernandezia sanguinea Pachyphyllum (in part) DT350 Fernandezia breviconnata N568 Fernandezia tica W0745 Fernandezia tica C217 Fernandezia sp. W3285 Fernandezia ecuadorensis Raycadenco 63 84 79 94 76 * 54 * * * * 94 ** * * * * * 89 ** * ** * * * * * ** * * * * ** * * * * 52 * 85 * 94 56 65 84 * 88 * ** * ** * * 73 * * to Fig. 5 0.001 substitutions/site Figure 6. Continuation (Fernandezia to Telipogon) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. with a spur) and recognition of Lophiaris and Cohniella. These generic segregates are monophyletic with respect to our molecular data if one species of Lophiarella (T. pumilum) is included in Lophiaris, although Lophiarella should also include Trichocentrum flavovirens (L.O.Williams) M.W.Chase & N.H.Williams and T. splendidum (A.Rich. ex Duch.) M.W.Chase & N.H.Williams if it is to be monophyl- etic. Chase (2009b) argued for lumping all these into a broader Trichocentrum on the basis of pollinarium and vegetative characters (Sandoval-Zapotitla & Terrazas, 2001), which also avoids recognition of a large number of genera. Lockhartia Hook. (35 spp.; Figs 1H, 2F, 5) has confused orchidologists for decades and has been placed in a number of suprageneric taxa. The genus © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 129 ONCIDIINAE PHYLOGENETICS to Fig. 8 to Fig. 8 Fig. 7 C089 Oncidium wydleri N235 Oncidium altissimum N240 Oncidium baueri N242 Oncidium volvox N238 Oncidium reichenbachii W3464 Oncidium panamense W3243 Oncidium polycladium W2797 Oncidium dichromaticum N030 Oncidium sphacelatum N237 Oncidium isthmi W1773 Oncidium isthmii N241 Oncidium ensatum N499 Oncidium leucochilum W2961 Oncidium leucochilum C030 Oncidium leucochilum N239 Oncidium maculatum W1779 Oncidium lindleyi N642 Oncidium sp. W0516 Oncidium incurvum W2919 Oncidium incurvum N500 Oncidium leleui B2976 Oncidium imitans C135 Oncidium warscewiczii N640 Oncidium storkii N637 Oncidium exalatum W2622 Oncidium exauriculatum N088 Oncidium bracteatum N186 Oncidium schroderianum W0309 Oncidium schroederianum Miltonioides (in part) C041 Oncidium hastilabium N158 Oncidium cariniferum Miltonioides (in part) N208 Oncidium hastatum C656 Oncidium endocharis N634 Oncidium endocharis C016 Oncidium oliganthum C173 Oncidium reflexum W0660 Oncidium durangense W0895 Oncidium unguiculatum C099 Oncidium gheisbreghtianum Mexicoa W3440 Oncidium ghiesbreghtianum N115 Oncidium ghiesbreghtianum N636 Oncidium iricolor Vitekorchis (in part) W2903 Oncidium iricolor N220 Oncidium oblongatum C031 Oncidium reichenheimii N142 Oncidium reichenheimii Miltonioides (in part) C046 Oncidium laeve C047 Oncidium stenoglossum H7292 Oncidium dactyliferum W1691 Oncidium dactyliferum N097 Oncidium cheirophorum N502 Oncidium cheirophorum N027 Oncidium sotoanum N212 Oncidium aloisii W2676 Oncidium andradianum C121 Oncidium pardothyrsus N263 Oncidium estradae W2331 Oncidium cf. abruptum W0517 Oncidium hyphaematicum W2507 Oncidium hyphaematicum N268 Oncidium hyphaematicum C073 Oncidium fuscatum Chamaelorchis N261 Oncidium fuscatum W0725 Oncidium anthocrene C004 Oncidium powellii W1731 Oncidium sp. C142 Oncidium toachicum C020 Oncidium retusum W2427 Oncidium retusum W2446 Oncidium retusum N547 Oncidium aff. echinops W2539 Oncidium sp. W1656 Oncidium echinops W2518 Oncidium echinops W2711 Oncidium echinops Heteranthocidium W2426 Oncidium ariasii (in part) W1679 Oncidium heterodactylum W1734 Oncidium heterodactylum W1735 Oncidium heteranthum W1727 Oncidium cultratum W2420 Oncidium lancifolium N218 Oncidium retusum W1736 Oncidium heterodactylum N635 Vitekorchis excavatus W2694 Vitekorchis excavatus Vitekorchis s.s. DT373 Vitekorchis excavatus W2428 Vitekorchis lucasianus * 67 * 77 * * * 87 53 * 92 87 * 89 * 88 * ** ** * * * * 79 * ** * * 91 52 76 86 54 * 70 80 * * * * * * * 86 93 * 70 66 * 73 93 * * * 84 ** ** * ** * * ** * ** * * 55 86 * 92 * to Fig. 6 to Fig. 6 0.001 substitutions/site Figure 7. Continuation (Vitekorchis to Oncidium) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. ranges throughout much of the Neotropics. The flowers are mostly bright yellow and bear oilsecreting trichomes, similar to many Oncidiinae, although they lack a tabula infrastigmatica. The pol- linaria have elongate caudicles that partially replace a stipe (similar to Pachyphyllum Kunth), and all but one species have a ‘braided’ vegetative habit with pseudomonopodial stems lacking pseudobulbs and © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 130 K. M. NEUBIG ET AL. to Fig. 9 to Fig. 9 B2529 Oncidium hallii W1565 Oncidium epidendroides N295 Oncidium epidendroides N190 Oncidium epidendroides N152 Oncidium tripudians N156 Oncidium spectatissimum N149 Oncidium nobile N132 Oncidium alexandrae N164 Oncidium alexandrae C1488 Oncidium luteopurpureum N140 Oncidium aff. epidendroides N215 Oncidium hauensteinii N223 Oncidium sceptrum W1766 Oncidium luteopurpureum W1551 Oncidium lehmannii N327 Oncidium lehmannii W1767 Oncidium lehmannii N136 Oncidium armatum N176 Oncidium armatum W1723 Oncidium kegekjani N122 Oncidium hallii N216 Oncidium cristatum N117 Oncidium blandum C060 Oncidium cirrhosum N150 Oncidium cirrhosum N157 Oncidium reversoides Odontoglossum N217 Oncidium mirandum C1357 Oncidium lindleyoides N081 Oncidium crocidipterum N135 Oncidium cinnamomeum N145 Oncidium constrictum N214 Oncidium gloriosum W1765 Oncidium odoratum C661 Oncidium nevadense N104 Oncidium nevadense C062 Oncidium wallisii C1490 Oncidium rhynchanthum N329 Oncidium portilloides N198 Oncidium aspidorhinum N328 Oncidium aspidorhinum N175 Oncidium tenuoides W1722 Oncidium tenuoides W2391 Oncidium tenuoides N213 Oncidium crinitum N130 Oncidium portmannii N139 Oncidium portmannii W1612 Oncidium portmannii C054 Oncidium strictum Symphyglossum W1638 Oncidium strictum N323 Oncidium praestanoides N155 Oncidium velleum N173 Oncidium wyattianum C053 Oncidium harryanum N131 Oncidium harryanum N079 Oncidium roseoides N116 Oncidium vulcanicum N305 Oncidium vulcanicum W1680 Oncidium roseoides Cochlioda C065 Oncidium noezlianum W1662 Oncidium densiflorum W2455 Oncidium beyrodtioides W0877 Oncidium peruvianoides W1670 Oncidium peruvianoides Solenidiopsis W1798 Oncidium tigroides W2392 Oncidium tigroides C172 Oncidium multistellare N129 Oncidium digitoides N191 Oncidium astranthum Collare-stuartense N602 Oncidium manuelariasii N599 Oncidium tenuifolium Odontoglossum (in part) N448 Oncidium povedanum N165 Oncidium chrysomorphum W1671 Oncidium chrysomorphum W1676 Oncidium cf schmidtianum W2421 Oncidium cf schmidtianum N335 Oncidium trinasutum N178 Oncidium sp. N294 Oncidium tipuloides W2505 Oncidium boothianum W2506 Oncidium boothianum Vitekorchis (in part) W2447 Oncidium boothianum W1732 Oncidium boothianum N552 Oncidium zelenkoanum N639 Oncidium obryzatoides Vitekorchis (in part) W2343 Oncidium obryzatum N287 Oncidium morganii W1631 Oncidium sp. W1632 Oncidium minaxoides N303 Oncidium sp. W1577 Oncidium brevicornis N432 Oncidium ibis N434 Oncidium aristulliferum N431 Oncidium cuculligerum W1633 Oncidium gramineum W2706 Oncidium gramineum N292 Oncidium gramineum Sigmatostalix W2328 Oncidium weinmannianum N435 Oncidium buchtienoides C056 Oncidium poikilostalix W1627 Oncidium sp. W3520 Oncidium poikilostalix N161 Oncidium unguiculoides W2583 Oncidium auriculatoides W1624 Oncidium oxyceras W2340 Oncidium picturatissimum N621 Oncidium sp. N625 Oncidium lehmannianum Fig. 8 to Fig. 7 0.001 substitutions/site * 81 76 69 70 91 * 70 93 59 62 72 65 58 * * ** 90 80 * 78 57 78 63 * * * * * * * * * * ** * * * * * * * 53 51 * 85 94 59 * 60 77 93 52 75 * 77 86 78 93 93 62 69 ** 73 90 * 94 ** * * ** * 67 * * * * * ** * 91 * 78 * * * * * * to Fig. 7 Figure 8. Continuation (Oncidium) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 131 ONCIDIINAE PHYLOGENETICS to Fig. 10 to Fig. 10 H7586 Cyrtochilum cumandae W2908 Cyrtochilum gargantua DT311 Cyrtochilum cordatum N118 Cyrtochilum halteratum W1650 Cyrtochilum trifurcatum H7245 Cyrtochilum trifurcatum N017 Cyrtochilum serratum W3563 Cyrtochilum trilingue C032 Cyrtochilum serratum N206 Cyrtochilum macranthum N076 Cyrtochilum ioplocon N128 Cyrtochilum ioplocon C063 Cyrtochilum revolutum W3565 Cyrtochilum villenaorum W1545 Cyrtochilum ramosissimum C120 Cyrtochilum pardinum N137 Cyrtochilum pardinum C665 Cyrtochilum pardinum N339 Cyrtochilum angustatum C140 Cyrtochilum angustatum N184 Cyrtochilum sp. N433 Cyrtochilum graminoides W1661 Cyrtochilum gracile W2454 Cyrtochilum gracile N144 Cyrtochilum fractum W1553 Cyrtochilum myanthum N527 Cyrtochilum hoeijeri W0788 Cyrtochilum hoeijeri N601 Cyrtochilum longipes W1678 Cyrtochilum viminale N539 Cyrtochilum fidicularium W2352 Cyrtochilum funis C663 Cyrtochilum edwardii W3556 Cyrtochilum edwardii N018 Cyrtochilum flexuosum N536 Cyrtochilum cf. porrigens W3599 Cyrtochilum macasense N293 Cyrtochilum cimiciferum N299 Cyrtochilum tricostatum N304 Cyrtochilum tricostatum W1559 Cyrtochilum tricostatum W1560 Cyrtochilum cocciferum W3550 Cyrtochilum cocciferum H7239 Cyrtochilum midas C008 Cyrtochilum cimiciferum DT370 Cyrtochilum ovatilabium W1682 Cyrtochilum cimiciferum W0822 Cyrtochilum meirax W2686 Cyrtochilum meirax N106 Cyrtochilum murinum W0878 Cyrtochilum murinum C654 Cyrtochilum murinum W2727 Cyrtochilum flexuosum N418 Cyrtochilum aurantiacum N419 Cyrtochilum caespitosum N053 Cyrtochilum rhodoneurum N540 Cyrtochilum ornatum W1667 Cyrtochilum ornatum DT337 Cyrtochilum aureum W2354 Cyrtochilum aureum N138 Cyrtochilum aff. aureum N163 Cyrtochilum loxense N421 Caucaea radiata W2448 Caucaea radiata W0897 Caucaea rhodosticta N143 Caucaea kennedyi W1716 Caucaea cucullata N179 Caucaea cucullata C022 Caucaea phalenopsis W1715 Caucaea phalaenopsis W1659 Caucaea nubigena W1683 Caucaea andigena N569 Miltoniopsis vexillaria W0896 Miltoniopsis bismarkii W2722 Miltoniopsis bismarkii C1320 Miltoniopsis vexillaria C014 Miltoniopsis warscewiczii W99252 Miltoniopsis roezlii N174 Miltoniopsis phalaneopsis C119 Cyrtochiloides ochmatochila C653 Cyrtochiloides cardiochila C136 Cyrtochiloides panduriformis N593 Cyrtochiloides riopalenqueana C059 Otoglossum globuliferum W3174 Otoglossum scansor N550 Otoglossum globuliferum B2856 Otoglossum globuliferum W3155 Otoglossum globuliferum H8090 Otoglossum sp. W2723 Otoglossum coronarium DT356 Otoglossum sp. C061 Otoglossum chiriquense W0905 Otoglossum harlingii Fig. 9 to Fig. 8 90 81 89 * * 56 * * * * * * * 85 79 68 87 69 Dasyglossum + Trigonochilum in various combinations * 51 51 90 * 62 * 65 * * * 69 89 68 * 70 64 * * * * Rusbyella Neodryas Buesiella Siederella * * * * * * ** * 86 * 58 79 * * 61 61 58 92 * 77 * 58 * * * * ** * * * 70 Brevilongium * 86 76 Otoglossum s.s. ** * * Ecuadorella, Brevilongium (in part) 0.001 substitutions/site 79 to Fig. 8 Figure 9. Continuation (Otoglossum to Cyrtochilum) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 132 K. M. NEUBIG ET AL. to Fig. 11 to Fig. 11 Fig. 10 ** 73 to Fig. 9 0.001 substitutions/site 91 * * * * * * * * * ** * * * * * * * * * * * * * * ** * * ** * * * * * * * * * * * * * * ** * * * * * ** * * 81 Amparoa Mesoglossum W2512 Erycina glossomystax W2515 Erycina glossomystax W2520 Erycina glossomystax N099 Erycina pumilio W2341 Erycina pumilio C042 Erycina pusilla W0872 Erycina zamorensis W1771 Erycina pusilla N089 Erycina cristagalli Stacyella W0530 Erycina cristagalli C052 Erycina hyalinobulbon W0512 Erycina hyalinobulbon Erycina s.s. C1350 Erycina echinata W0511 Erycina echinata W1685 Brassia sp. W2695 Brassia ocanensis N537 Brassia sp. N549 Brassia sp. Ada (in part) W1644 Brassia elegantula W0085 Brassia sp. W0093 Brassia aurantiaca W1837 Brassia pozoi N300 Brassia garayana W1666 Brassia garayana N541 Brassia sp. Mesospinidium W1663 Brassia sp. W0084 Brassia panamensis N548 Brassia horichii N528 Brassia allenii Ada (in part) H8089 Brassia sp. W3415 Brassia forgetiana W3287 Brassia villosa W0082 Brassia signata W0086 Brassia aurorae Brassia s.s. W0083 Brassia arcuigera N006 Brassia caudata N010 Brassia jipijapensis N009 Brassia gireoudiana C213 Brassia andina Brachtia W2679 Brassia andina N003 Aspasia epidendroides W0092 Aspasia principissa N004 Aspasia lunata N264 Aspasia silvana N529 Cischweinfia suarezii N535 Cischweinfia sp. N524 Cischweinfia popowiana W3607 Cischweinfia popowiana W2458 Cischweinfia sp. N036 Cischweinfia dasyandra W3262 Cischweinfia dasyandra W0876 Cischweinfia colombiana N016 Cischweinfia pusilla W3300 Cischweinfia pusilla W2824 Cischweinfia platychila W2461 Cischweinfia pygmaea N336 Oliveriana brevilabia N534 Oliveriana ecuadorensis N653 Oliveriana sp. C134 Systeloglossum bennettii N091 Systeloglossum acuminatum C027 Miltonia candida Anneliesia W0091 Miltonia regnelii N022 Miltonia flavescens C208 Miltonia phymatochila Phymatochilum W2966 Miltonia phymatochila * 58 Psygmorchis N121 Rhynchostele cordata W3551 Rhynchostele cordata N134 Rhynchostele maculata N205 Rhynchostele madrensis N207 Rhynchostele candidula N126 Rhynchostele rossii N189 Rhynchostele ehrenbergii N127 Rhynchostele cervantesii N204 Rhynchostele galeottiana C918 Rhynchostele beloglossa N036a Rhynchostele beloglossa N119 Rhynchostele stellata N120 Rhynchostele pygmaea N177 Rhynchostele majalis C019 Rhynchostele bictoniensis N203 Rhynchostele uroskinneri C652 Rhynchostele londesboroughiana 89 71 92 68 72 84 78 91 66 92 82 85 67 93 to Fig. 9 Figure 10. Continuation (Miltonia to Rhynchostele) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. tightly overlapping, unifacial, non-articulate leaves. The capsules have apical dehiscence instead of lateral. These unusual features led some workers to place Lockhartia in a separate subtribe, Lockhartiinae Schltr., although the molecular data strongly support its position within Oncidiinae. The unusual vegetative features are best explained as paedomor- phic traits common to many seedlings of Oncidiinae (Chase, 1986b). One species (Lockhartia genegeorgei D.E.Benn. & Christenson) has prominent pseudobulbs with articulated, bifacial leaves; the lack of paedomorphic traits in this species led Senghas (2001) to describe a new genus, Neobennettia Senghas. We were unable to obtain a DNA sample of this taxon © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS to Fig. 12 to Fig. 12 Fig. 11 to Fig. 10 N373 Tolumnia tetrapetala N386 Tolumnia sp. N351 Tolumnia pulchella N376 Tolumnia triquetra N514 Tolumnia gauntlettii N234 Tolumnia prionochila N314 Tolumnia prionochila N232 Tolumnia urophylla N608 Tolumnia haitiensis W0995 Tolumnia quadriloba N049 Tolumnia henekenii N233 Tolumnia guianensis N272 Tolumnia guianensis W2839 Tolumnia lemoniana N312 Tolumnia compressicaulis N318 Tolumnia arizajuliana N712 Tolumnia guibertiana N310 Tolumnia sylvestris N395 Tolumnia leiboldii N348 Tolumnia caymanensis N406 Tolumnia sasseri N274 Tolumnia scandens N409 Tolumnia hawkesiana W0991 Tolumnia variegata W0981 Tolumnia aff. variegata W3358 Tolumnia gundlachii C655 Tolumnia calochila N269 Tolumnia calochila N050 Tolumnia tuerckheimii C067 Zelenkoa onusta W0662 Zelenkoa onusta W2674 Notyliopsis beatricis N638 Nohawilliamsia pirarense W0898 Solenidium portillae W2460 Solenidium portillae N523 Solenidium lunatum C026 Capanemia superflua N671 Gomesa montana N681 Gomesa sp. N672 Gomesa warmingii N699 Gomesa spiloptera N682 Gomesa hydrophila N683 Gomesa barbaceniae C660 Gomesa warmingii N702 Gomesa warmingii N688 Gomesa sp. N441 Gomesa viperina C098 Gomesa flexuosa N662 Gomesa flexuosa W1778 Gomesa flexuosa W3535 Gomesa flexuosa C037 Gomesa macronyx N678 Gomesa welteri N704 Gomesa varicosa W3611 Gomesa varicosa C038 Gomesa ranifera N698 Gomesa hookeri W2988 Gomesa radicans N341 Gomesa concolor W3544 Gomesa concolor C210 Gomesa dasytyle N701 Gomesa forbesii W3610 Gomesa forbesii W3620 Gomesa gardneri C076 Gomesa imperatorismaximiliani N669 Gomesa praetexta N676 Gomesa crispa N710 Gomesa recurva C036 Gomesa planifolia N706 Gomesa sessilis W3534 Gomesa sp. N665 Gomesa chrysostoma C151 Gomesa gomezoides N705 Gomesa glaziovii N708 Gomesa handroi C058 Gomesa eleutherosepala N684 Gomesa amicta N686 Gomesa kautskyi N685 Gomesa sarcodes N667 Gomesa cornigera N697 Gomesa sp. W3559 Gomesa widgrenii W3560 Gomesa silvana W3001 Gomesa lietzei N661 Gomesa echinata C006 Gomesa pubes N522 Gomesa venusta GG154 Gomesa colorata C137 Gomesa ciliata N703 Gomesa barbata N687 Gomesa macropetala N604 Gomesa longipes N680 Gomesa longipes N666 Gomesa cogniauxiana N668 Gomesa gracilis 133 Olgasis ** * * * * * * * 90 61 79 Hispaniella 93 * 86 94 Braasiella * * ** * 57 91 92 92 88 * 87 Antillanorchis * Gudrunia * ** 90 75 77 65 54 77 Coppensia * 63 * 78 * Rhinocerotidium Coppensia Menezesiella Ornithophora Carenidium (in part) * ** * * * * ** * * * * * * * * * * 93 69 56 Brasilidium 88 67 89 Rodrigueziella (in part) Rodrigueziella (in part) Rodrigueziopsis 84 76 Baptistonia * 74 88 ** * * * Campaccia Carriella Alatiglossum Kleberiella Neoruschia Nitidocidium ** * * 64 0.001 substitutions/site * to Fig. 10 Figure 11. Continuation (Gomesa to Tolumnia) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 134 K. M. NEUBIG ET AL. Fig. 12 to Fig. 11 DT427 Notylia sp. N424 Notylia buchtienii B2972 Notylia pittieri W1530 Notylia sp. W0961 Notylia ecuadorensis C012 Notylia barkeri N570 Notylia sp. W2823 Notylia albida N265 Notylia barkeri W1544 Notylia sp. W2509 Macroclinium dalestromii W3005 Macroclinium aurorae RLD6349 Macroclinium lineare C024 Macroclinium bicolor N425 Macroclinium robustum N192 Warmingia eugenii N542 Warmingia zamorana C028 Warmingia eugenii N438 Macradenia rubescens N654 Macradenia tridentata C166 Macradenia brassavolae N416 Seegeriella pinifolia C129 Trizeuxis falcata W3351 Trizeuxis falcata N417 Schunkea vierlingii W0475 Rodriguezia delcastilloi W0476 Rodriguezia satipoana W1616 Rodriguezia sp. W1615 Rodriguezia batemanii N384 Rodriguezia arevaloi C039 Rodriguezia lanceolata N320 Rodriguezia venusta W0889 Rodriguezia chasei W0919 Rodriguezia pulchra W2342 Rodriguezia lehmannii W1775 Rodriguezia leeana N415 Sutrina garayi Polyotidium W0830 Polyotidium huebneri W1694 Comparettia tungurahuae W2691 Comparettia tungurahuae N302 Comparettia jamiesonii W0873 Comparettia hirtzii W1696 Comparettia heterophylla N533 Comparettia luerae N297 Comparettia aff. gentryi W1689 Comparettia sp. N623 Comparettia sp. Scelochilus W0918 Comparettia ottonis H8381 Comparettia portillae N420 Comparettia corydaloides N616 Comparettia corydaloides N619 Comparettia sp. N620 Comparettia sp. N651 Comparettia sp. N617 Comparettia sp. W0869 Comparettia langkastii N083 Comparettia speciosa W2688 Comparettia falcata Comparettia s.s. N084 Comparettia falcata C110 Comparettia macroplectron W3425 Comparettia macroplectron H8339 Comparettia bennettii Stigmatorthos N622 Comparettia bennettii N422 Comparettia barkeri Diadenium, W0871 Comparettia micrantha Chaenanthe N414 Comparettia schaeferi Pfitzeria N041 Ionopsis minutiflora W2371 Ionopsis minutiflora Konantzia W0881 Ionopsis minutiflora N037 Ionopsis satyrioides N352 Ionopsis satyrioides Ionopsis s.s. C043 Ionopsis utricularioides W2346 Ionopsis utricularioides N632 Pterostemma antioquiense Hirtzia W2734 Pterostemma benzingii N051 Leochilus leiboldii Papperitzia W0287 Leochilus leiboldii W0318 Leochilus inconspicuus Hybochilus (in part) W0663 Leochilus inconspicuus N398 Leochilus labiatus C017 Leochilus carinatus W3363 Leochilus tricuspidatus C083 Leochilus oncidioides C088 Leochilus leochilinus Goniochilus N439 Plectrophora sp. W1621 Plectrophora triquetra N531 Plectrophora alata W1622 Plectrophora cultrifolia 0.001 substitutions/site 52 54 * * * * ** * ** * * * * * 71 57 69 81 * 79 * 67 83 ** * 52 89 * * * * 78 79 * * * ** * * * * * * * * * * * * ** * * * * * * ** * * * ** * * * 54 69 58 93 58 82 to Fig. 11 Figure 12. Continuation (Plectrophora to Notylia) of single maximum likelihood tree resulting from analysis of the combined five-region data set for 736 individuals. The tree on the right side of the figure displays bootstrap (BS) support > 50%; asterisks indicate 95–100% BS support. Generic segregates that we do not recognize and have lumped are indicated in the trees to the right of the accepted names. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS Table 1. Genera of Oncidiinae recognized in the present study Genera recognized in this paper Figure number (of Fig. 5–12) where genus occurs in tree Aspasia Lindl. Brassia R.Br. Caluera Dodson & Determann Capanemia Barb.Rodr. Caucaea Schltr. Chytroglossa Rchb.f. Cischweinfia Dressler & N.H.Williams Comparettia Poepp. & Endl. Cuitlauzina La Llave & Lex. Cyrtochiloides N.H. Williams & M.W.Chase Cyrtochilum Kunth Eloyella P.Ortiz Erycina Lindl. Fernandezia Lindl. Gomesa R.Br. Grandiphyllum Docha Neto Hintonella Ames Hofmeisterella Rchb.f. Ionopsis Kunth Leochilus Knowles & Westc. Lockhartia Hook. Macradenia R.Br. Macroclinium Barb.Rodr. Miltonia Lindl. Miltoniopsis God.-Leb. Nohawilliamsia M.W.Chase & Whitten Notylia Lindl. Notyliopsis P.Ortiz Oliveriana Rchb.f. Oncidium Sw. Ornithocephalus Hook. Otoglossum (Schltr.) Garay & Dunst. Phymatidium Lindl. Platyrhiza Barb.Rodr. Plectrophora H.Focke Polyotidium Garay Psychopsiella Lückel & Braem Psychopsis Raf. Pterostemma Kraenzl. Rauhiella Pabst & Braga Rhynchostele Rchb.f. Rodriguezia Ruiz & Pav. Rossioglossum (Schltr.) Garay & G.C.Kenn. Saundersia Rchb.f. Schunkea Senghas Seegeriella Senghas Solenidium Lindl. Suarezia Dodson Sutrina Lindl. Systeloglossum Schltr. Telipogon Kunth Thysanoglossa Porto & Brade Tolumnia Raf. Trichocentrum Poepp. & Endl. Trichoceros Kunth Trichopilia Lindl. Trizeuxis Lindl. Vitekorchis Romowicz & Szlach. Warmingia Rchb.f. Zelenkoa M.W. Chase & N.H.Williams Zygostates Lindl. 10 10 Not 11 9 6 10 12 5 9 9 6 10 6 11 5 6 6 12 12 5 12 12 10 9 11 12 11 10 7,8 6 9 6 Not 12 12 5 5 12 Not 10 12 5 5 12 12 11 Not Not 10 6 Not 11 5 6 5 12 7 12 11 6 sampled sampled sampled sampled sampled sampled 135 for inclusion in our analyses, although we feel its segregation into a monotypic genus is unwarranted. It may be a natural intergeneric hybrid between Lockhartia (probably Lockhartia lepticaula D.E.Benn. & Christenson) and a species of Oncidium or Vitekorchis; the elongate, nonbifid pollinarium stipe of L. genegeorgei is very different from that of other Lockhartia spp. The following seven genera include taxa formerly placed in the monopopodial subtribes Pachyphyllinae (pollinia with two long stipes/caudicles) and Ornithocephalinae (four pollinia). Fernandezia Lindl. (approximately 50 spp.; Figs 1I, 2P, 6) has recently been re-circumscribed to include both Pachyphyllum and Raycadenco (Chase & Whitten, 2011). The monotypic Raycadenco has yellow and brown flowers with a tabula infrastigmatica typical of many oil-bee pollinated species of Oncidium, although the plants are monopodial (and therefore lack pseudobulbs), a habit shared with others in this clade. Raycadenco is sister to Fernandezia and Pachyphyllum. These latter two genera were previously distinguished on the basis of flower size and colour. Pachyphyllum has tiny white or yellow flowers for which pollinators are unknown, whereas Fernandezia s.s. has larger flowers that are bright red or orange and are hummingbird pollinated. The two genera are not reciprocally monophyletic in our trees, lending support to our decision to lump them into Fernandezia. Given the rampant parallelism in floral morphology and, in particular, the frequent occurrence of oil-bee flowers in Oncidiinae, it makes no sense to keep Raycadenco just because it has oil-bee flowers when we disregard different pollination syndromes in other genera (e.g. Cyrtochilum Kunth, Gomesa R.Br., Oncidium, etc.). The genera that we sampled comprising the former Ornithocephalinae are monophyletic in our trees, although several are represented by only a single sample (Figs 2K–N, 6): Phymatidium Lindl. (ten spp.), Zygostates Lindl. (20 spp.), Chytroglossa Rchb.f. (three spp.), Eloyella P.Ortiz (seven spp.), Hintonella Ames (one sp.) and Ornithocephalus Hook. (50 spp.). These genera possess tiny green to white or yellow flowers that secrete oil via labellar elaiophores and are pollinated by smaller genera of oil-collecting bees (Buchmann, 1987). Toscano de Brito & Dressler (2000) transferred all species of Sphyrastylis Schltr. into Ornithocephalus, and Dipteranthus Barb. Rodr. is not separable from Zygostates (Chase, 2009b). Genera of the former Ornithocephalinae not sampled in our study include Centroglossa Barb.Rodr. (five spp.), Caluera Dodson & Determann (three spp.), Rauhiella Pabst & Braga (three spp.), Platyrhiza Barb.Rodr. (one sp.) and Thysanoglossa Porto & Brade (two spp.). An unpub- © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 136 K. M. NEUBIG ET AL. lished analysis of nrITS data (Toscano de Brito, pers. comm.) shows that Centroglossa is embedded within Zygostates, and thus these two should be merged. His results also confirm the monophyly and inclusion in this clade of the other four genera. Although we do not recognize Centroglossa in this treatment, several of the species still need to be transferred to Zygostates. Hofmeisterella Rchb.f. (one sp.; Fig. 6), Trichoceros Kunth (nine spp.; Figs 2U, 6) and Telipogon Kunth (170 spp.; Fig. 6) include species formerly placed in subtribe Telipogoninae on the basis of four pollinia (versus two in Oncidiinae) and pseudocopulatory flowers with furry columns and lip calli that are pollinated by male tachinid flies. Within this clade, monotypic Hofmeisterella is sister to Trichoceros (high elevation species with thick, succulent leaves and pseudobulbs) and Telipogon (intermediate to high elevation species with thin leaves with reduced or absent pseudobulbs). Previous molecular studies of this clade showed that Stellilabium Schltr. is biphyletic and embedded within Telipogon. One Central American clade of Stellilabium is sister to a Central American clade of Telipogon, and these are embedded in a South American grade (Williams, Whitten & Dressler, 2005). Vitekorchis Romowicz & Szlach. (six spp.; Figs 1J, 7) is an Andean genus that is sister to Oncidium in our trees but without strong bootstrap support. The floral similarity to Oncidium and chromosome counts of 2n = 56 are evidence supporting their lumping into Oncidium but, without stronger molecular support, we prefer to maintain generic status for this clade at present. Their most distinguishing features are relatively large, sharply ridged pseudobulbs with numerous subtending leaves, massive inflorescences and small stipes relative to the pollinia. Our circumscription of Vitekorchis differs greatly from that of Szlachetko. His circumscription includes several species that should be retained in Oncidium (Oncidium boothianum Rchb.f., Oncidium iricolor Rchb.f., Oncidium obryzatum Rchb.f.) Oncidium Sw. (520 spp.; Figs 1K–O, 2I, J, O, S, 7, 8), as circumscribed broadly here, includes many previously recognized genera, including Odontoglossum Kunth, Sigmatostalix Rchb.f., Cochlioda Lindl., Symphyglossum Schltr., Mexicoa Garay, Miltonioides Brieger & Lückel and Solenidiopsis Senghas, and a number of recent, minor segregates such as Chamaeleorchis Senghas & Lückel, Collare-stuartense Senghas & Bockemühl and Heteranthocidium Szlach., Mytnik & Romowicz. With this broad circumscription, it is the largest genus of the subtribe. Oncidium species range from Mexico and Florida through the Caribbean, Central America south to Bolivia and Peru, with only one species in Brazil (Oncidium baueri Lindl.). There are many chromosome counts of 2n = 56 (Tanaka & Kamemoto, 1984). The circumscription of Oncidium has been highly contentious, especially among horticulturalists. For many years, the angle of attachment of the lip to column was used to distinguish Oncidium from Miltonia Lindl. and Odontoglossum Kunth, although such angles form a continuum and use of this singlecharacter to define genera resulted in highly artificial classifications, as shown by Dressler & Williams (1975). Oncidium is perhaps the best example of our contention that floral morphology must be foregone in Oncidiinae as a basis for generic characters. Floral traits in Oncidiinae are highly plastic and reflect evolutionary shifts in pollinators. The traditional emphasis on floral features has resulted in many polyphyletic genera. Almost 50 years ago, Garay (1963) admitted the artificiality of many generic boundaries within Oncidiinae: ‘To the taxonomist as well as the horticulturalist, it appears to be a serious and unpleasant thought to unite all these genera with Oncidium, although this course seems to be inevitable, since the information gained from experiments in hybridization and from cytological studies strongly points in that direction’. We feel that it is better to use vegetative features in combination with a few floral traits to define broader genera. The molecular analyses demonstrate the high levels of homoplasy in pollinator-related traits. Most members of Oncidium s.s. are characterized by flowers adapted for pollination by relatively large oil-collecting bees (e.g. Centris), and many species possess prominent elaiophores on the side lobes of the lip together with a tabula infrastigmatica (Fig. 2I, J). Cochlioda and Symphyglossum represent adaptations for hummingbird pollination, with bright red/pink/purple tubular flowers (Fig. 2S). The lumping of Sigmatostalix within Oncidium seems initially inappropriate, although the vegetative habit of the two taxa differs only in size, and the flowers of Sigmatostalix are diminutive relative to most Oncidium species (Fig. 2O), reflecting adaptations to different groups of smaller oilcollecting bees. Although many of the traditionally recognized segregate genera are monophyletic in our trees (e.g. Sigmatostalix, one clade of Odontoglossum), they are embedded within a larger clade of Oncidium species with diverse floral morphologies and pollination systems. Recognition of these segregate genera would require creation of many new genera to maintain monophyly, and these new genera would be difficult to diagnose using floral or vegetative traits. A few species of Oncidium (e.g. Oncidium echinops Königer, Oncidium heteranthum Poepp. & Endl.; Fig. 7) produce branched inflorescences with terminal normal flowers on the branches, although the proxi- © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS mal flowers are abortive and sterile, consisting of only a cluster of yellow tepals that function as osmophores (W. M. Whitten, pers. observ.). In other species (Oncidium pentadactylon Lindl.), abortive flowers are terminal, with all other proximal flowers being normal. Szlachetko, Mytnik-Ejsmont & Romowicz (2006) described Heteranthocidium to accommodate these species, although their genus is not monophyletic in our trees. Moreover, several of the 15 species they placed in the genus do not possess dimorphic flowers and are widely scattered in our trees (e.g. Oncidium boothianum, Oncidium exalatum Hágsater, Oncidium fuscans Rchb.f., Oncidium pollardii Dodson & Hágsater). All heteranthous species sampled here form a clade of 16 accessions (Oncidium retusum Lindl. to Oncidium heterodactylum Kraenzl., Fig. 7), although not all the species in this clade bear dimorphic flowers consistently (O. retusum, Oncidium cultratum Lindl., Oncidium lancifolium Lindl. ex Benth.). Species delimitation is difficult within this clade, and there appears to have been multiple loss or gains of the heteranthous trait, coupled with its erratic phenotypic expression. Otoglossum (Schltr.) Garay & Dunst. (15 spp.; Fig. 1S, T, 9) was originally regarded as a subgenus of Odontoglossum by Schlechter, although the floral characters agree most closely with Oncidium. Distribution is primarily Andean, extending north to Costa Rica, with one species on tepuis of the Guyanan shield. It was probably their large, bright reddish brown flowers and occurrence at higher elevations that caused them to be placed in Odontoglossum. As broadly circumscribed here, Otoglossum includes Oncidium sections Serpentia (Kraenzl.) Garay, Brevilongium Christenson and Ecuadorella Dodson & G.A.Romero. Before molecular data, a close relationship between Otoglossum s.s and Oncidium section Serpentia was totally unsuspected. Otoglossum s.s. bear many-flowered inflorescences arising laterally from pseudobulbs widely spaced on woody rhizomes (Jenny, 2010), whereas Oncidium section Serpentia exhibits a unique vining habit (many meters long) that was interpreted by Christenson (2006) as an indeterminate inflorescence that periodically produces flowering plantlets at the nodes. We regard these elongate, vining structures as stems, not inflorescences, making their habit that same as in Otoglossum s.s. The molecular data strongly support Oncidium section Serpentia and Otoglossum s.s. as sister taxa, and together they are sister to Otoglossum harlingii (Stacy) N.H.Williams & M.W.Chase, an unusual former Oncidium with an odd upright habit with long internodes and dichotomously forking woody rhizomes. Dodson & Romero created the monotypic genus Ecuadorella for this taxon. The inclusion of all these clades in Otoglossum reveals elongate 137 rhizomes as a local synapomorphy for the genus (this trait occurs elsewhere in Oncidiinae, e.g. some species of Cyrtochilum, to which Otoglossum is close). Cyrtochiloides N.H.Williams & M.W.Chase (four spp.; Figs 1J, 9) flowers have typical Oncidium-like morphology and were considered members of Oncidium until molecular data revealed their distinctiveness (Williams et al., 2001b). Florally, they are only divergent from Oncidium in their pollinaria with smaller stipes, larger pollinia and well developed, stalked caudicles. The generic names alludes to the vegetative similarity of the plants to Cyrtochilum; both have ovoid pseudobulbs rounded in cross-section (not angled) with two to six leaf-bearing subtending sheaths. Miltoniopsis God.-Leb. (six spp.; Fig. 9) was split from Miltonia, and the name reflects their similar floral shapes. The species of Miltoniopsis are distributed from Central America, Venezuela south to Peru, although they are absent from Brazil, whereas Miltonia spp. are predominately Brazilian (and all are non-Andean). The flowers have broad, flat lips, and at least one species is reported to be pollinated by nightflying ptiloglossine bees (Ptiloglossa ducalis; Dodson, 1965), rather than by oil-collecting anthophorid bees. Caucaea Schltr. (five to 20 spp.; Fig. 9) was previously known as the Oncidium cucullatum Lindl. group, a set of poorly defined, high-elevation Andean species with showy flowers. Their phylogenetic distance from Oncidium and their relationships to the small-flowered, monotypic Caucaea radiata (Lindl.) Mansf. were unsuspected until molecular data revealed their close relationship (Williams et al., 2001b), and they were lumped into Caucaea. Despite the floral similarity to Oncidium, they are not closelyrelated. Caucaea is sister to Cyrtochilum, a relationship that was unexpected on the basis of gross floral shape. The two genera do share subtle traits, including pseudobulbs that are rounded (not strongly ancipitous or two-sided) and pollinaria with relatively short stipes and large caudicles. Both genera also occur in cool, high-elevation Andean cloud forests. Cyrtochilum Kunth (120 spp.; Figs 2C, E, G, H, 9) is restricted to the high Andes of Colombia and Venezuela south to Peru, with a single species, Cyrtochilum meirax (Rchb.f.) Dalström, occurring in the Caribbean (Dalström, 2001). Many species have long (3–4 m), vining inflorescences and large showy flowers (some with prominent elaiophores; Fig. 2G, H), although a few species have diminutive plants and flowers. Vegetatively, Cyrtochilum are distinguished by dull pseudobulbs that are round or ovoid in cross section with two to four apical leaves and two to six leaf-bearing sheaths and relatively thick roots; in contrast, Oncidium spp. have glossy, ancipitous (two-edged) pseudobulbs and thin roots (Dalström, © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 138 K. M. NEUBIG ET AL. 2001). Dalström (2001) and Chase (2009b) discussed the tangled taxonomic history of the genus. Previous workers relied almost exclusively on floral traits, resulting in confusion with concepts of Odontoglossum and Oncidium. Lindley, in a series of transfers over a period of years (1837–1842) in Sertum Orchidaceum, eventually sank both Odontoglossum and Cyrtochilum into Oncidium, and Kraenzlin resurrected the genus in 1922. Dasyglossum Königer & Schildhauer and Trigonochilum Königer & Schildhauer were created to accommodate some of the smaller flowered Cyrtochilum spp., although the authors repeatedly transferred taxa between the two genera because they could not decide where they fit on the basis of floral morphology. Senghas (1997) transferred all Dasyglossum into Trigonochilum because he could not reliably distinguish them. Neither genus is monophyletic in our DNA trees. Similarly, Buesiella C.Schweinf., Neodryas Rchb.f., Rusbyella Rolfe ex Rusby and Siederella Mytnik, Górniak & Romowicz are simply diminutive and/or brightly coloured taxa embedded within Cyrtochilum (Dalström, 2001), probably reflecting a shift in pollinators, although there are few observations of pollination. Miltonia Lindl. (ten spp.; Fig. 10) occurs in Argentina, Brazil, Paraguay and Venezuela and is sister to a clade that includes Systeloglossum Schltr., Oliveriana Rchb.f., Cischweinfia Dressler & N.H.Williams, Aspasia Lindl. and Brassia. Some Miltonia species (e.g. Miltonia regnellii Rchb.f and Miltonia spectabilis Lindl.) have a short column and a broad, flat lip with a simple, reduced callus, although the floral morphology varies a great deal among the species. Miltonia clowesii (Lindl.) Lindl. has typical Oncidium-like oilbee flowers, whereas Miltonia candida Lindl. and Miltonia russelliana (Lindl.) Lindl. have the lip partly or completely encircling the column, giving them the appearance of a Cischweinfia (suggestive of pollination by nectar-foraging bees). They also have the clinandrial and column arms found in many species of Cischweinfia (see below). Miltonia flavescens (Lindl.) Lindl. on the other hand resembles a species of Brassia in its floral traits, with a similar bilobed lip callus forming a nectar-cavity like chamber on the lip base and elongate, spidery tepals. The abovementioned species with the author combination ‘(Lindl.) Lindl.’ are the result of Lindley considering these to be species of Cyrtochilum or Odontoglossum when he first described them, again an indication of the floral diversity present in a small set of species that forms a clade in our analyses. Like M. clowesii, M. phymatochila (Lindl.) N.H.Williams & M.W.Chase also has typical oncidioid oil-bee flowers with a large complex callus and tabula infrastigmatica. The latter species was transferred from Oncidium to Miltonia by Williams et al. (2001b) and subsequently transferred to a monotypic genus, Phymatochilum Christenson (Christenson, 2005), who cited it as an aberrant member of Miltonia (a virtual ‘round peg in a square hole’; E. A. Christenson, pers. comm.) but, in our view, it is no more or less aberrant than the other species with unusual floral traits found in Miltonia. Sister to Miltonia is a clade of the following three genera with relatively small flowers that have a prominent clinandrial hood on the column and strongly ancipitous pseudobulbs: Systeloglossum Schltr. (five spp.; Fig. 10) has small, yellow–green or brownish–purple flowers with a prominent column foot and a simple hinged lip; pollination is presumably by nectar-foraging insects. Szlachetko (2006) created the monotypic Diadeniopsis Szlach. for Systeloglossum bennetii (Garay) Dressler & N.H.Williams. His emphasis on and interpretation of gynostemial structure mistakenly placed it in the twig epiphyte clade as a relative of Comparettia. Oliveriana Rchb.f. (six spp.; Fig. 10) is a highelevation, Andean genus with relatively flat, open flowers, and Chase (2009b) suggested the flowers are pollinated by hummingbirds on the basis of pollinarium morphology (two, widely spaced pollinia with a wedge-shaped viscidium and a bilobed stigma, which are otherwise features found in hummingbirdpollinated species of Oncidiinae). Plants are scandent, in contrast to the mostly caespitose habit of other genera in this clade. Cischweinfia Dressler & N.H.Williams (11 spp.; Fig. 10) grows in middle-elevation forests (up to 1500 m) from Costa Rica to Bolivia. Flowers have a tubular lip enfolding the column and are reportedly pollinated by nectar-seeking euglossine bees (Williams, 1982). Cischweinfia pygmaea (Pupulin, J.Valle & G.Merino) M.W.Chase has diminutive plants with small flowers and a simple lip. It was originally described as an Ada, although the molecular data from this study clarified its generic placement (Chase & Whitten, 2011). Aspasia Lindl. (seven spp.; Fig. 10) ranges from Central America, northern South America and the Andes to coastal Brazil. It is vegetatively similar to Brassia, although the flowers have a flat lip partially adnate to a relatively long column and bent at a right angle, forming a false nectary. Several species are pollinated by euglossine bees, although there may be a mixture of nectar deceit and fragrance reward involved, depending upon the species (Zimmerman & Aide, 1987). Aspasia represents the only known occurrence of fragrance-reward male euglossine pollination in this clade (Miltonia to Brassia, Fig. 10). Brassia R.Br. (74 spp.; Figs 2Q, R, 10) includes Brachtia, Ada and Mesospinidium. Chase (2009b) treated these separately but indicated this to be © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS unsatisfactory. These genera have been difficult to separate on the basis of floral and vegetative characters. Brachtia (seven spp., Andean) is sister to Brassia s.s. (c. 35 spp., Mexico through Central America, Caribbean, to tropical South America). The two genera are vegetatively similar and basic pollinarium and floral structures are similar. They share a simple lip with a pair of small basal keels. They differ mainly in the relative size of the flowers and floral bracts; Brachtia (Fig. 2R) has relatively small flowers with large bracts partially enclosing the flowers. These two genera are sister to Ada (approximately 35 spp.) and Mesospinidium (approximately seven spp.), both ranging from Central America south through the Andes to Bolivia. Ada was originally monotypic and composed of a single hummingbirdpollinated species with bright orange to red flowers (Fig. 2Q), although Williams (1972) realized that it was morphologically similar to a clade of Brassia (the ‘glumaceous’ brassias). He transferred this group into Ada, greatly enlarging the genus. Ada is not monophyletic, with Ada allenii (L.O.Williams ex C.Schweinf.) N.H.Williams sister to Mesospinidium and remaining Ada. Florally, Mesospinidium are small versions of Ada. Given the shared suite of floral morphologies and habits and aberrant phylogenetic position of Ada allenii, lumping them all into Brassia seems the simplest solution. The sister relationship between the following two morphologically divergent genera was unsuspected prior to molecular studies. These genera are remarkably different in size, habit and floral morphology. Erycina Lindl. (ten spp.; Figs 1U, 10), as broadly defined by Williams et al. (2001a), includes Psygmorchis Dodson & Dressler and monotypic Stacyella Szlach. [= Erycina crista-galli (Rchb.f.) N.H.Williams & M.W.Chase]. All three genera have bright yellow oil reward/deceit flowers (Pérez-Hérnandez et al., 2011) and were at one time considered members of Oncidium. Although these three genera could be maintained, we favour lumping them to emphasize their similar floral morphology and modified habit (absence of an apical leaf on pseudobulbs, if pseudobulbs are present). Rhynchostele Rchb.f. (13 spp.; Fig. 10), as circumscribed here is primarily Mexican and includes Amparoa Schltr. and Mesoglossum Halb.; Cymbiglossum Halb. and Lemboglossum Halb. are later synonyms of Rhynchostele. Lumping of these genera is also supported by anatomical similarities (Rojas Leal, 1993). Most of these species were treated as members of Odontoglossum until split out by Halbinger, first as Cymbiglossum and later as Lemboglossum. Morphological analyses by Soto, Salazar & Rojas Leal (1993) revealed a close relationship between these species and the much reduced Rhynchostele pygmaea Rchb.f. 139 They transferred all these taxa into Rhynchostele, a move that is supported by our molecular data. Gomesa R.Br. (125 spp.; Figs 1P–R, 11) as circumscribed here is relatively broad and includes at least 23 other generic concepts (Chase et al., 2009a; Chase, 2009b) with a great diversity of floral morphology and size. Gomesa has a centre of distribution in Brazil, especially the Mata Atlântica, where these species largely replace Oncidium (the genus in which most of them were once included), although it extends to northern Argentina and Amazonian Peru. Almost all species have fused lateral sepals, a trait that makes them easy to recognize despite their floral diversity. By contrast, Oncidium is largely absent from Brazil (O. baueri is the sole representative), and their lateral sepals are usually free. The two genera rarely produce hybrids in horticulture. Based on the enormous floral diversity within Gomesa, Brazilian and French workers have proposed a number of segregates (Docha Neto, Baptista & Campacci, 2006), although several of these are not monophyletic (e.g. Alatiglossum Baptista, Carenidium Baptista, Coppensia Dumort.). Several recent segregates are monotypic: Campaccia venusta (Drapiez) Baptista, P.A.Harding & V.P.Castro; Hardingia paranaensis (Kraenzl.) Docha Neto & Baptista (not included in our analyses); and Nitidocidium gracile (Lindl.) F.Barros & V.T.Rodriguez. To make matters worse, Szlachetko and colleagues also segregated a number of genera from this same set of species, often using the same type species but including different sets of species than the Brazilian workers (e.g. Concocidium Romowicz & Szlach. and Carenidium, both based on Oncidium concolor Hook.). Also, Szlachetko (2006) segregated three species of Oncidium as the genus Rhinocerotidium Szlach. (Oncidium longicornu Mutel, Oncidium macronyx Rchb.f and Oncidium rhinoceros Rchb.f.; most workers lump these into a single species). He based the genus mostly upon the large, horn-like lip callus, although the callus is perhaps the most variable floral feature within Oncidiinae. These species are closely related to G. varicosa (Lindl.) M.W.Chase & N.H.Williams, a species with a relatively large lip and small callus. Capanemia Barb. Rodr. (seven spp.; Fig. 11) is represented in our analyses by only a single species, Capanemia superflua (Rchb.f.) Garay that is sister to Solenidium Lindl. Recent studies have reduced the number of species in the genus, although molecular data are needed to confirm whether the seven recognized species form a monophyletic group (Buzatto, Singer & van den Berg, 2010; Buzatto et al., 2011). The genus is centred in south-eastern Brazil, extending to Argentina and Uruguay. Florally, the genus is similar to unrelated Leochilus Knowles & Westc., although most species do not produce nectar, except © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 140 K. M. NEUBIG ET AL. C. therezae Barb. Rodr. (Buzatto et al., 2011). Singer & Cocucci (1999) reported visits by halictid bees and vespid wasps. Sanderella also falls here (C. van den Berg, pers. comm.). Morphologically, Sanderella is similar to Capanemia (the oldest name) and should probably be combined with it. The exact status of Sanderella cannot be determined until it and more species of Capanemia are sampled. Solenidium Lindl. (three spp.; Fig. 11) is an Amazonian genus similar florally to its sister, Capanemia, bearing small flowers with prominent column wings and an upturned tip of the anther cap; more detailed studies of both may support their combination. Nohawilliamsia M.W.Chase & Whitten (one sp.; Figs 1V, 11) was created to accommodate a single odd species with no close or clear relatives based on our analyses thus far. It was formerly known as Oncidium pirarense Rchb.f. (synonym Oncidium orthostates Ridl.) from southern Venezuela, Guyana, Suriname and Brazil (Whitten, 2009; Chase, 2009a; Chase et al., 2009a). Although the flowers are similar to many yellow species of Oncidium, they lack a tabula infrastigmatica. The leaves have a minutely dentate margin, and plantlets (keikis) are produced on old inflorescences and on top of old pseudobulbs; all these traits are unusual within Oncidiinae. Notyliopsis P.Ortiz (one sp.; Fig. 11) from the wet Colombian Chocó has diminutive flowers that superficially resemble those of Notylia Lindl., although the pseudobulbs are reminiscent of Zelenkoa. Zelenkoa M.W.Chase & N.H.Williams (one sp.; Figs 1W, 11) was long considered an oddity when it was included in Oncidium (often in its own monotypic section), although molecular data revealed its distinctiveness. Like Nohawilliamsia, it has bright yellow flowers that lack a tabula infrastigmatica. Often epiphytic on cacti in dry coastal forests of Ecuador and Peru, the plants have mottled ovoid pseudobulbs that resemble those of Notyliopsis, which is also a member of this grade relative to Tolumnia and other twig epiphytes. Tolumnia Raf. (40 spp.; Figs 1X, Y, 2D, 11) has long been recognized as a distinct group (‘equitant’ oncidiums) based on their psygmoid fan of succulent leaves and usual absence of pseudobulbs. There is extensive polyploidy within the genus (Braem, 1986), resulting in some conflict between nuclear and plastid phylogenetic trees (N. Williams, unpubl. data). Most species have oil-bee flowers that do not secrete oil; pollination by Centris bees is reported for several species (Nierenberg, 1972; Ackerman, MeléndezAckerman & Salguero Faria, 1997; Vale et al., 2011). Tolumnia henekenii (R.H.Schomb. ex Lindl.) Nir has a furry, insect-like lip and is reportedly pseudocopulatory (Dod, 1976). Braem and Garay have published or resurrected several (often monotypic) segregates based on floral oddities; these include Olgasis Raf., Antillanorchis (Wright ex Griesb.) Garay, Hispaniella Braem, Jamaiciella Braem, Braasiella Braem, Lückel & Russmann and Gudrunia Braem. Recognition of all these segregates would require at least a dozen genera to be carved from Tolumnia to maintain monophyly. We feel this is unwarranted. Tolumnia is sister to all others in the remainder of the tree (twig epiphytes), although this relationship is only weakly supported. In contrast to most twig epiphytes, Tolumnia spp. occur on the larger axes of trees and live for many years, rather than being restricted to terminal twigs with extremely rapid life cycles, although they also have seeds with pronounced hooks or knob-like extensions (Chase, 1988). THE TWIG EPIPHYTES The clade comprising the remainder of the tree (Plectrophora H.Focke to Notylia; Fig. 12) has been informally referred to as the ‘twig epiphyte’ clade. Chase (1988) first discussed the morphological and lifehistory features that unite these taxa. Twig epiphytes often grow on the smallest branches (ⱕ 2.5 cm) in exposed, high-light zones, have rapid life cycles (often reaching maturity in one season), produce hooks or projections on the seed testa (most likely for attachment to small twigs and rapid uptake of water) and exhibit psygmoid (paedomorphic) habits and velamen (root epidermis) cells much longer than wide with evenly spaced secondary thickenings. Not all taxa in this clade are extreme twig epiphytes restricted to terminal twig habitats, although the majority display many of these features. Twig epiphytes occur in other clades of Oncidiinae (e.g. Erycina; Fig. 10), and in other subtribes (e.g. Dendrophylax porrectus (Rchb.f.) Carlsward & Whitten, Angraecinae). None of the genera of the twig epiphyte clade (all genera in Fig. 12) is known to secrete oil or mimic oil flowers. Instead, they attract either nectar-seeking animals or are pollinated by fragrance-collecting male euglossine bees. Suarezia Dodson (one sp.) was not sampled, although it is presumed to be a member of this clade on the basis of its morphology. Plectrophora H.Focke (nine spp.; Fig. 12) is a genus of diminutive plants with relatively large flowers with a funnel-shaped lip and a sepaline spur without nectar horns. The presence of nectar has not been confirmed, although the flowers are probably pollinated by long-tongued insects seeking nectar. Leochilus Knowles & Westc. (12 spp.; Fig. 12) is a genus of true twig epiphytes, occurring only on small branches and twigs. The small flowers of most species have a simple lip with a shallow nectar cavity at the base. Chase (1986a) reported pollination of two species by nectar-foraging, short-tongued Stelopolybia © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS wasps and Lasioglossum bees. Three other monotypic genera are now included in Leochilus on the basis of their position in phylogenetic studies: Goniochilus Chase, Hybochilus Schltr. and Papperitzia Rchb.f. The floral structure of the first two is similar to that of the other species of Leochilus, although that of Papperitzia is highly divergent. Despite this, the single species of Papperitzia was originally included in Leochilus. Pterostemma Kraenzl. (two spp.; Fig. 12) is a genus of diminutive, extreme Andean twig epiphytes with tiny flowers that are probably bee-pollinated. Their habits are monopodial tufted plants or psymoid fans 1–2 cm in size. The flowers have a dorsal anther with long stipe and long, forward-sweeping column arms. Both sequence data and morphology confirmed a close relationship of Hirtzia Dodson to Pterostemma, so the two were lumped (Chase, Williams & Whitten, 2009b). Ionopsis Kunth (three spp.; Fig. 12) ranges widely throughout the Neotropics. The white to pink flowers have a simple lip with a short sepalar spur without any obvious reward and are probably pollinated by nectar-seeking bees. Comparettia Poepp. & Endl. (60 spp.; Figs 2W, 12) is broadly circumscribed here to include all species with sepalar nectar spur(s) furnished by a horn or pair of horns on the column base that secrete nectar. Generic segregates lumped here include Diadenium Poepp. & Endl., Chaenanthe Lindl., Scelochilus Klotzsch, Neokoehleria Schltr., Scelochiloides Dodson & M.W.Chase, Stigmatorthos M.W.Chase & D.E.Bennett, Pfitzeria Senghas and Scelochilopsis Dodson & M.W.Chase. As more species in this clade were discovered in recent years, generic limits became more obscure, and the amalgamation of all taxa with nectar horns into a single genus appears to be the best solution. Scelochilus does not appear to be monophyletic. There is variation in vegetative habit within this clade from psygmoid fans to caespitose plants with bifacial leaves and pseudobulbs. Some species can begin flowering as juvenile psygmoid plants before transformation into adult plants with pseudobulbs, and damage can cause a reversal to psygmoid seedling habit. Pollination by hummingbirds (Amazalia sp., Chlorostilbon maugaeus) is documented for Comparettia falcata (Dodson, 1965; Salguero-Faria & Ackerman, 1999). Pollination by butterflies and long-tongued bees appears likely for some taxa. Polyotidium Garay (one sp.; Fig. 12) is reported only from Ecuador, Venezuela, Brazil and the Orinoco drainage of Colombia. The 5 mm, fleshy bright orange flowers have a simple lip and a dorsal anther, suggestive of hummingbird pollination. Its phylogenetic position is unresolved within a strongly supported 141 terminal clade that includes Rodriguezia Ruiz & Pav., Macroclinium Barb. Rodr. and Notylia. Sutrina Lindl. (two spp.; Fig. 12) consists of poorly known species from Amazonian Peru and Bolivia. The yellow–green flowers have simple, linear tepals and lip that do not open widely, forming a tube-like structure. Nothing is known of pollination, although morphology suggests pollination by nectarforaging insects. Rodriguezia Ruiz & Pav. (48 spp.; Figs 2X, 12) ranges from Mexico south to Argentina, with one species (Rodriguezia lanceolata Ruiz & Pav.) found on many islands in the Caribbean. The flowers are relatively large, brightly coloured and showy for members of the twig epiphyte clade. The lip is often relatively large and flat, and the lateral sepals are fused along one or both lateral margins to form a curved nectar spur. A projection from the column base secretes nectar into this spur. Reported pollinators include hummingbirds, butterflies and nectarforaging bees (Dodson, 1965). There are two strongly supported clades within Rodriguezia, and Chase (2009b) noted the non-monophyletic placement of Rodriguezia decora Rchb.f. in nrITS trees published in Genera Orchidacearum. This unusual Brazilian species was not included our sampling, although it may warrant generic status. It has long, wiry rhizomes between sympodia and lacks the spur found in other species. Schunkea Senghas (one sp.; Fig. 12) is known only from south-eastern Brazil; the small cream flowers have an open lip and an unusual pair of downward-pointing arms on the column apex. Nothing is known of pollination. Its placement within this clade is unresolved, and Chase (2009b) hypothesized that it might be related to the monotypic Suarezia from eastern Ecuador. The latter was not included in our sampling. Trizeuxis Lindl. (one sp.; Fig. 12) is wide ranging from Costa Rica south to Peru and also in eastern Brazil. Its flowers are perhaps the smallest of any Oncidiinae, only 2–3 mm across, yet they are outcrossing and often found growing on twigs of cultivated Citrus L and Psidium L. Pollinators are unknown, although presumed to be small nectar-foraging insects. Seegeriella Senghas (two spp.; Fig. 12) is restricted to Argentina and Brazil. Like Trizeuxis, the yellow–green flowers are diminutive with a simple lip and sepals that do not open widely. Pollinators are presumed to be nectar-seeking insects. The remaining four genera are all pollinated by fragrance-collecting male euglossine bees, and all but Warmingia Rchb.f. have a narrow, slit-like stigma, pollinaria with a button-like viscidium and a long, narrow stipe and pollinia that are dorsiventrally © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 142 K. M. NEUBIG ET AL. flattened and thin to match the opening of the slit-like stigmatic cavity. The narrow pollinia and stigmatic slit probably act to reduce self-pollination. When first removed by a bee, the pollinia are too wide to fit easily into the stigmatic slit, and the stigma is too narrow (W. M. Whitten, pers. observ.). The stigma widens after pollinarium removal. Several minutes to hours of drying are required to shrink the pollinia before they will slip into the stigma, during which time the bee is likely to have flown to another plant. Macradenia R.Br. (ten spp.; Fig. 12) ranges from Mexico south throughout most of lowland South America. The pendent, unbranched inflorescence bears numerous flowers that attract fragrancecollecting male euglossine bees. The anther is terminal and beaked, and the column and lip are twisted, giving the flower a distinct asymmetry unique within Oncidiinae. This asymmetry may be related to pollinarium deposition on the side of the head or eye of the bee. Warmingia Rchb.f. (three spp.; Fig. 12) has an oddly disjunct distribution, including Costa Rica, southern Ecuador and Brazil. Pollination has not been reported, although their floral fragrance is similar to some Macroclinium and is produced abundantly during the morning, suggestive of pollination by male euglossine bees. Macroclinium Barb. Rodr. (40 spp.; Figs 2Z, 12) ranges throughout much of the Neotropics from Mexico south to Peru and Brazil. The plants are diminutive extreme twig epiphytes, and are often found on cultivated Citrus and Psidium. The flowers are similar in morphology and function to its sister genus Notylia, although the two differ in inflorescence and vegetative habit. Macroclinium species are often monopodial, with small psygmoid fans generally lacking pseudobulbs. The inflorescence is pendent, pseudo-umbellate, with clusters of numerous delicate flowers with narrow sepals, petals and lip. Despite their small size, the fragrant flowers attract relatively large male euglossine bees. Pollinaria are deposited on the face (frons) of the bee during fragrance collection (Dodson, 1967). Notylia Lindl. (60 spp.; Fig. 12) also range throughout much of the Neotropics, similar to its sister, Macroclinium. In contrast to the paedomorphic fans of Macroclinium, plants of Notylia mature to bear a pseudobulb and relatively large conduplicate leaves. The flowers are similar to those of Macroclinium, although they are presented evenly spaced on a pendent, usually unbranched raceme. Pollination is also by fragrance-collecting male euglossine bees, with pollinarium deposition on the labrum or frons of the bee (Warford, 1992; Singer & Koehler, 2003; Pérez-Hérnandez et al., 2011). CONCLUSION The present study presents well supported and highly resolved phylogenetic hypotheses of relationships of all major clades within Oncidiinae based on dense taxon sampling. The deeper topology of this tree strongly reflects the emphasis on plastid data. Additional nuclear data sets such as Xdh (Górniak, Paun & Chase, 2010) would be useful to increase support for the topology and improve resolution of the spine of the tree. Our translation of this tree into a generic classification results in the first classification of Oncidiinae in which the genera are demonstrably monophyletic. Comparison of our trees with previous classifications reveals that most of the taxonomic disputes involve clades that contain large numbers of species with yellow ‘oncidioid’ floral morphology. We hypothesize that widespread mimicry involving Malpighiaceae, Oncidiinae and perhaps Calceolaria (Calceolariaceae) has resulted in extensive homoplasy in gross floral features within Oncidiinae. Previous noncladistic classifications of Oncidiinae were largely based on floral characters, and the homoplasy in oil flower-related floral traits resulted in non-monophyletic generic concepts. Clades with other pollination syndromes (e.g. nectar reward/deceit or male euglossine fragrance rewards) generally display fewer taxonomic disagreements. The generic scheme presented here paves the way for monographic work and studies of character evolution. Orchid taxonomists may still disagree on which clades to recognize at generic level (e.g. within Trichocentrum s.l.), although the phylogenetic hypotheses from the present study will be useful for framing such debates. ACKNOWLEDGEMENTS The authors thank the herbaria of the Pontificia Universidad Católica de Quito (QCA), the Universidad de Panamá (PMA), the Universidad de Costa Rica (USJ), the Ministerio del Ambiente of Ecuador, and the Autoridad Nacional del Ambiente of Panama for facilitating our research and issuing collecting and CITES permits. We are especially grateful to the Portilla family and their staff at Ecuagenera Ltd. (Ecuador), Andrés Maduro and staff at Finca Dracula (Panama), Jardín Botánico Lankester (Costa Rica), Marie Selby Botanical Gardens (Sarasota, FL, USA), Atlanta Botanical Garden (Atlanta, GA, USA), Steve Beckendorf (Berkeley, CA, USA), Harry and Andy Phillips (Encinitas, CA, USA) and Günter Gerlach (Munich Botanical Garden, Munich, Germany) for allowing us generous access to their orchid collections. Delsy Trujillo contributed Peruvian specimens. Samantha Koehler, Universidade Federal de São Paulo, SP, Brazil and Aparacida de Faria, Univer- © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168, 117–146 ONCIDIINAE PHYLOGENETICS sidade Estadual de Maringá, PR, Brazil contributed data for Brazilian taxa. Robert L. Dressler and Calaway H. Dodson helped to initiate this project and provided access to specimens, taxonomic advice and assistance with field work. Stig Dalström provided invaluable determinations of many specimens and stimulating discussions. Kent Perkins (FLAS) provided specimen curation and image databasing. DNA sequencing was performed by the ICBR core facility at University of Florida. This work was supported by NSF grants DEB-9815821 to N.H.W., DEB-9509071 to W.M.W., DEB-0234064 to N.H.W. and W.M.W., and IOB-0543659 to J.C.C., N.H.W. and W.M.W., by grants from the American Orchid Society Fund for Education and Research, the Florida Museum of Natural History, and the Royal Botanic Gardens, Kew. Additional funding was provided by Furniss Foundation graduate student fellowships from the American Orchid Society to M. A. Blanco and L. Endara and by a RBG Kew Latin American Research Fellowship to M. A. Blanco (to study specimens in European herbaria). REFERENCES Ackerman JD, Meléndez-Ackerman EJ, Salguero Faria J. 1997. Variation in pollinator abundance and selection on fragrance phenotypes in an epiphytic orchid. American Journal of Botany 84: 1383–1390. Aliscioni SS, Torretta JP, Bello ME, Galati BG. 2009. Elaiophores in Gomesa bifolia (Sims) MW Chase & NH Williams (Oncidiinae: Cymbidieae: Orchidaceae): structure and oil secretion. Annals of Botany 104: 1141–1149. 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