Systematic Botany (2014), 39(1): pp. 239–252
© Copyright 2014 by the American Society of Plant Taxonomists
DOI 10.1600/036364414X678008
Date of publication 02/05/2014
A Phylogeny of the Violaceae (Malpighiales) Inferred from Plastid DNA Sequences:
Implications for Generic Diversity and Intrafamilial Classification
Gregory A. Wahlert,1 Thomas Marcussen,2 Juliana de Paula-Souza,3 Min Feng,4 and Harvey E. Ballard, Jr.5,6
1
Department of Biology, University of Utah, Salt Lake City, Utah 84112, U. S. A.
2
Monrads gate 21A, NO-0564 Oslo, Norway.
3
Instituto de Biociências, Universidade de São Paulo, São Paulo, São Paulo, 05508, Brazil.
4
Key Laboratory of Systematic and Evolutionary Botany, Institute of Botany, Chinese Academy of Sciences, 20 Nanxincun,
Xiangshan, Beijing 100093, China.
5
Department of Environmental & Plant Biology, Ohio University, Athens, Ohio 45701, U. S. A.
6
Author for correspondence (ballardh@ohio.edu)
Communicating Editor: Thomas L.P. Couvreur
Abstract—The Violaceae consist of 1,000–1,100 species of herbs, shrubs, lianas, and trees that are placed in 22 recognized genera. In this
study we tested the monophyly of genera with a particular focus on the morphologically heterogeneous Rinorea and Hybanthus, the second
and third most species-rich genera in the family, respectively. We also investigated intrafamilial relationships in the Violaceae with taxon
sampling which included all described genera and several unnamed generic segregates. Phylogenetic inference was based on maximum
parsimony, maximum likelihood, and Bayesian analyses of DNA sequences from the trnL/trnL–F and rbcL plastid regions for 102 ingroup
accessions. Results from phylogenetic analyses showed Rinorea and Hybanthus to be polyphyletic, with each genus represented by three and
nine clades, respectively. Results also showed that most intrafamilial taxa from previous classifications of the Violaceae were not supported.
The phylogenetic inferences presented in this study illustrate the need to describe new generic segregates and to reinstate other genera, as
well as to revise the traditionally accepted intrafamilial classification, which is artificial and principally based on the continuous and
homoplasious character state of floral symmetry.
Keywords—Non-monophyletic genus, rbcL, Rinorea, trnL/trnL–F, Viola, zygomorphy.
families is now better understood (Wurdack and Davis 2009,
Xi et al. 2012, and citations therein). Results from an 83-gene
phylogeny (Xi et al. 2012) placed the Violaceae in a highly
supported clade of 10 families united by the synapomorphy of parietal placentation, and resolved the Violaceae +
Goupiaceae as sister to the large ‘salicoid’ clade containing Salicaceae, Passifloraceae, Turneraceae, and four
other families.
Morphology—Features defining the Violaceae include five
sepals and petals, five stamens, a three-carpellate compound
pistil (except in a few dioecious Melicytus, most Anchietea,
and one Leonia), a single style, parietal placentation, polygonum
type embryo sac formation, fleshy endosperm, tetrasporangiate
anthers opening longitudinally, and a secretionary tapetum
(Ballard et al. 2013). The family is perhaps best known for the
large and diverse genus Viola—predominately small herbs
with bilaterally symmetrical, spurred flowers that are distributed worldwide in temperate regions and montane habitats in
the tropics. Nevertheless, the herbaceous habit and floral morphology of many Viola species are exceptional in this otherwise primarily tropical woody family: most genera are
composed of species that are trees, shrubs, or lianas and more
than half bear weakly zygomorphic flowers that lack spurs
and nectaries.
While most genera produce three-valved, thick-walled capsules well-known in the Violaceae, two genera (Gloeospermum
and Melicytus) bear juicy berries, Leonia produces an indehiscent nut, and Anchietea produces a paper-thin, bladder-like
capsule. Genera diverge greatly in structure and elaboration
of the androecium, including varying degrees of fusion of
the filaments, orientation and dehiscence of the paired
thecae, presence and morphology of the dorsal connective
scale terminating the anthers, and morphology of the glands
often associated with the filaments.
Cleistogamy has been reported for most lineages within
Viola and in a few species of certain hybanthoid groups
The Violaceae are a medium-sized cosmopolitan family
containing 22 recognized genera and 1,000–1,100 species of
herbs, shrubs, lianas, and trees (Melchior 1925a, 1925b;
Hekking 1988; see Table 1 for a synopsis of generic diversity).
The family is predominantly composed of woody genera
distributed in the tropics and encompasses a wide range of
growth forms, inflorescence architectures, floral morphologies, and fruit types (Fig. 1). Most genera are monotypic or
oligotypic and have limited distributions (e.g. Decorsella with
one species in west Africa; Isodendrion with four species in
Hawaii; Mayanaea with one species in Guatemala; and
Hybanthopsis and Noisettia, each with one species in Brazil;
Table 1). In contrast, the three largest genera, Viola, Rinorea,
and Hybanthus account for ca. 98% of the species in the family
and are widely distributed throughout the world. Several
molecular phylogenetic studies have been conducted in
Viola, the largest genus in the family with 580–620 species
(Ballard 1996; Ballard et al. 1999; Yockteng et al. 2003;
Marcussen et al. 2012). Rinorea, the second largest genus, is
composed of 225–275 species of small trees and shrubs and
has a pantropical distribution. Previous molecular phylogenetic studies have suggested that Rinorea is not monophyletic
(Feng 2005; Wahlert and Ballard 2012). Likewise, similar
studies have shown Hybanthus to be polyphyletic, consisting
of several morphologically well-defined and phylogenetically disparate clades distributed around the world in mostly
tropical and subarid regions (Feng 2005; Tokuoka 2008;
Paula-Souza 2009).
Circumscription and Systematic Position of the Violaceae—
The familial composition of the order Malpighiales based on
molecular phylogenetic evidence was first circumscribed by
Chase et al. (1993). The APG III concept of the Malpighiales
(Angiosperm Phylogeny Group 2009; Chase and Reveal
2009) encompasses 42 families, including the Violaceae. The
monophyly of the order has been corroborated by various
multigene phylogenetic studies, and the resolution among
239
2014]
WAHLERT ET AL.: PHYLOGENY OF THE VIOLACEAE
241
Fig. 1. Some representative genera in the Violaceae. A. Amphirrhox longifolia. B. Anchietea pyrifolia. C. Hybanthopsis bahiensis. D. Hybanthus arenarius.
E. Hybanthus enneaspermus. F. Leonia glycycarpa. G. Paypayrola confertiflora. H. Paypayrola hulkiana. I. Schweiggeria fruticosa. J. Rinorea pubiflora. K. Rinorea
arborea. L. Viola cuicochensis.
242
SYSTEMATIC BOTANY
few character states that have been shown to be continuous
and homoplasious (Feng 2005). In the most recent classification of the Violaceae, Hekking (1988) isolated the aberrant
genera Fusispermum and Leonia in their own subfamilies
(Fusispermoideae and Leonioideae, respectively), and
divided the remainder (forming the subfamily Violoideae)
into the tribes Rinoreeae and Violeae based primarily on
floral symmetry and presence/absence of nectaries and
spurs. In the Rinoreeae, Hekking (1988) maintained four subtribes, but left genera in the Violeae unclassified as to subtribes. Melchior (1925a) had previously divided Violeae into
two subtribes, Violinae and Hybanthinae, depending on
whether the corolla was fully spurred (former) or merely
saccate (latter). Table 2 shows a comparison of the most
recent intrafamilial classifications of Melchior (1925a, 1925b)
and Hekking (1988).
Phylogenetic Relationships within the Violaceae—Previous
investigations in the family utilizing morphology, anatomy,
chromosome numbers, and DNA sequences provided
evidence that two of the largest genera—Rinorea and
Hybanthus—are non-monophyletic (Feng 2005; Tokuoka 2008).
Table 1 summarizes the generic diversity in the Violaceae
as well as several generic segregates subsumed under broad
taxonomic concepts of Rinorea and Hybanthus. It has also been
shown that the genera with strongly zygomorphic corollas
[Volume 39
and the higher-level groups containing them were likely
derived from weakly zygomorphic lineages, with multiple
origins of strongly zygomorphic corollas and spurs (Feng
2005). The most recent phylogeny of the Violaceae was
inferred from five genes (Tokuoka 2008) and aimed at
examining higher-level relationships in the family. The
results corroborated those of Feng (2005), but taxon sampling left out some genera, as well as many morphologically
divergent species from the unnamed generic segregates in
Rinorea and Hybanthus. The phylogeny of Tokuoka (2008)
showed that most intrafamilial taxa were not congruent
with phylogenetic relationships, but it did not have sufficient
taxon sampling needed to reevaluate generic boundaries and
diversity in the family.
The main goal of this study was to produce a well
resolved phylogeny of the Violaceae inferred from plastid
DNA sequences, with complete taxon sampling of all genera as well as 10 additional unnamed generic segregates.
With a new phylogenetic framework, and drawing on
previous morphological evidence, we discuss the resulting
taxonomic diversity at the rank of genus, which is substantially greater than previously understood for the family.
We also discuss the need to completely revise the intrafamilial classification for the Violaceae in light of new phylogenetic hypotheses.
Table 2. A comparison of genera and unnamed generic segregates and their placement in Melchior’s (1925a, 1925b) and Hekking’s (1988)
classifications of the Violaceae, as well as the molecular clade in which each genus or segregate was resolved in the present study. A dash (—) indicates a
genus, generic segregate, or intrafamilial group which was not recognized or treated in the classifications of Melchior or Hekking. The intrafamilial taxa
included in this table are subfamilies Fusispermoideae, Violoideae, and Leonioideae; tribes Rinoreeae and Violeae; and subtribes Hybanthinae,
Hymenantherinae, Paypayrolinae, Rinoreinae, and Violinae.
Genus or generic segregate
Fusispermum
Rinorea crenata group
Melchior (1925a, 1925b)
—
Violoideae
Rinoreeae, Rinoreinae
Hekking (1988)
Fusispermoideae
Violoideae
Rinoreeae, Rinoreinae
Molecular clade, this study
Sister to all Violaceae
Sister to Rinorea s. s. + Violaceae or unresolved
trichotomy with Rinorea s. s. and Violaceae
Rinorea s. s.
Rinoreeae, Rinoreinae
Rinoreeae, Rinoreinae
Sister to remaining Violaceae or unresolved trichotomy
with R. crenata group and Violaceae
Decorsella
—
Rinoreeae, Rinoreinae
Unplaced
Allexis
Rinoreeae, Rinoreinae
Rinoreeae, Rinoreinae
Clade 1
Schweiggeria
Violeae, Violinae
Violeae
Clade 1
Noisettia
Violeae, Violinae
Violeae
Clade 1
Viola
Violeae, Violinae
Violeae
Clade 1
Hekkingia
—
—
Clade 2
Paypayrola
Rinoreeae, Paypayrolinae
Rinoreeae, Paypayrolinae
Clade 2
Leonia
Leonioideae
Leonioideae
Clade 3
Gloeospermum
Rinoreeae, Rinoreinae
Rinoreeae, Rinoreinae
Clade 3
Amphirrhox
Rinoreeae, Paypayrolinae
Rinoreeae, Paypayrolinae
Clade 3
Hybanthus caledonicus group
Violeae, Hybanthinae
Violeae
Clade 3
Hybanthus havanensis group
Violeae, Hybanthinae
Violeae
Clade 3
Hybanthus concolor
Violeae, Hybanthinae
Violeae
Clade 3
Mayanaea
—
Violeae
Clade 3
Orthion
—
Violeae
Clade 3
Rinoreocarpus
Rinoreeae, Rinoreinae
Rinoreeae, Rinoreinae
Unplaced
Hybanthus enneaspermus group Violeae, Hybanthinae
Violeae
Clade 4
Melicytus
Rinoreeae, Hymenantherinae Rinoreeae, Hymenantherinae Clade 4
Hybanthus guanacastensis group —
Violeae
Clade 4
Anchietea
Violeae, Violinae
Violeae
Clade 4
Hybanthopsis
—
—
Clade 4
Corynostylis
Violeae, Violinae
Violeae
Clade 4
Agatea
Violeae, Hybanthinae
Violeae
Clade 4
Hybanthus fruticulosus group
Violeae, Hybanthinae
Violeae
Clade 4
Hybanthus thiemei group
Violeae, Hybanthinae
Violeae
Clade 4
Rinorea virgata group
Rinoreeae, Rinoreinae
Rinoreeae, Rinoreinae
Clade 4
Hybanthus mexicanus group
Rinoreeae, Rinoreinae
Rinoreeae, Rinoreinae
Clade 4
Isodendrion
Rinoreeae, Isodendriinae
Rinoreeae, Isodendriinae
Clade 4
Hybanthus calceolaria group
Violeae, Hybanthinae
Violeae
Clade 4
2014]
WAHLERT ET AL.: PHYLOGENY OF THE VIOLACEAE
Materials and Methods
+
Taxon Sampling—We sampled 99 different species from the Violaceae
(102 ingroup accessions; three outgroup taxa) that represent all 22 currently recognized genera, as well as 10 morphologically distinctive and
biogeographically disjunct generic segregates which previous research
has suggested may be lineages deserving of taxonomic recognition. The
genus Hybanthus was heavily sampled to include 38 accessions from nine
morphologically and geographically disparate groups. Likewise, the 16
accessions of Rinorea encompassed exemplars from three groupings and
included taxa from across its pantropical distribution. The use of
Malesherbia, Passiflora, and Turnera (Passifloraceae s.l.) as outgroup taxa
was based on Wurdack and Davis (2009). Voucher specimens, geographic
origin, and GenBank accession numbers are given in Appendix 1.
DNA Extraction, Amplification, and Sequencing—Genomic DNA was
isolated from herbarium or fresh, silica-dried leaf tissue using one of
three methods: 1) DNEasy Plant Mini Kit (Qiagen, Valencia, CA, USA),
2) SDS “mini-extraction” protocol (Edwards et al. 1991), or 3) a modified
6% CTAB method (Doyle and Doyle 1987; Smith et al. 1991). The trnL
(UAA) intron and trnL (UAA)–trnF (GAA) intergenic spacer region was
amplified either in one fragment using the primer pair Tab C + Tab F or
in two fragments using Tab C + Tab D and Tab E + Tab F (Taberlet et al.
1991). The rbcL region was amplified in two parts, rbcL I and rbcL II.
The rbcL I region used rbcL F (Rieseberg et al. 1992) and rbcL 724R
(Fay et al. 1997). The rbcL II region was amplified rbcL 536F (500 GGTTATCCGCTAAGAATTATGGG-300 ) and rbcL 3R (500 -TGTGTTG
CGGCCGCCTTTTAGTAAAAGGG-300 ). In some cases where freshly
silica-dried material was available, the entire rbcL region was amplified
in one reaction using rbcL 1A (500 -ATGTCACCACAAACAGARAC
TAAA-300 ) and rbcL GR95 (500 -CTTCACAAGCAGCAGCTAGTTC-300 ).
Double-stranded DNA was amplified in 25 ml reactions containing 10–
20 ng DNA, 1.0 unit AmpliTaq polymerase (Applied Biosystems, Foster
buffer, 1.5 ml 20 mmol MgCl2, 1.0 ml dNTPs,
City, CA, USA), 2.5 ml 10
and 0.63 ml 20 mmol amplification primers. PCR amplifications for both
chloroplast regions were carried out under the following conditions: an
initial denaturation step (94 C, 2 min) followed by 40 cycles of denaturation (94 C, 30 sec), annealing (52 C, 1 min), and elongation (72 C, 1 min),
with a final extension step (72 C, 7 min).
The PCR amplicons were visualized by electrophoresis on a 1.3% agarose gel stained with ethidium bromide and cleaned with a Promega
WizardÒ PCR clean-up system (Promega Corp., Madison, Wisconsin).
Cycle-sequencing reactions used the same primers and annealing temperature as for PCR and employed BigDyeÒ fluorescent dye-labeled
chemistry (BigDyeÒ terminator cycle sequencing kit, Applied Biosystems,
Foster City, California). All cycle-sequenced reactions were cleaned with
BigDyeÒ XTerminator purification kit (Applied Biosystems, Foster City,
California) and visualized on an Applied Biosystems 3130xl genetic analyzer at the DNA sequencing facility in the Department of Environmental
and Plant Biology, Ohio University, Athens, OH.
Phylogenetic Analysis—All sequence chromatograms were inspected
manually and sequences were aligned with MUSCLE (Edgar 2004), as
implemented in Geneious version 5.3.5 (Biomatters; available from
http://www.geneious.com/), using standard settings. The trnL/trnL–F
alignment was further optimized manually in order to ensure that all
putatively homologous indels were consistently aligned using the criteria
of identical length and position and > 80% sequence similarity for putative insertions. Indel characters were coded using the Simple IndelCoding algorithm (Simmons and Ochoterena 2000) as implemented in
the SeqState software (Müller 2005). The concatenated alignment was
3320 bp long, including 360 coded indels, of which 844 characters were
parsimony-informative. Combinability of the chloroplast data sets (trnL/
trnL–F and rbcL) was assessed using the incongruence length difference (ILD) test (Farris et al. 1995), implemented in PAUP* v4.0b10
(Swofford 2002) as the Partition Homogeneity Test. The test was
conducted using 1,000 partition replicates, each with 10 random addition replicates, and TBR branch swapping. Data sets were analyzed
using maximum parsimony, maximum likelihood, and Bayesian inference
approaches. Maximum parsimony (MP) analyses were conducted in
PAUP* v4.0b10 (Swofford 2002) using a heuristic search strategy with
TBR branch swapping, 1,000 random addition replicates, saving one tree
per replicate, steepest descent off, and MULTREES in effect. All characters
were equally weighted and unordered. Internal branch support of phylogenetic trees from each MP analysis was estimated with 1,000 bootstrap
(BS) replicates (Felsenstein 1985) using a full heuristic search with TBR
branch swapping, 10 random stepwise addition replicates, and MULTREES
in effect. Maximum Likelihood (ML) analyses were performed with
TREEFINDER version of March 2008 (Jobb et al. 2004). Nucleotide sub-
243
stitution models for the trnL/trnL–F and rbcL partitions were estimated
by TREEFINDER based on the AICc model selection criterion. The three
partitions trnL/trnL–F, rbcL, and coded indels were analyzed under the
GTR + G, J3 + G, and JC substitution models, respectively. Confidence in
the configuration of branches was estimated by local rearrangement of
expected likelihood weights (LR-ELW) edge support (Strimmer and
Rambaut 2002). Bayesian inference (BI) was conducted on the partitioned data set using MrBayes 3.2.1 (Ronquist and Huelsenbeck 2003)
using the same models of nucleotide substitution as for ML and the
binary model for coded indels. Ten million generations were run to
estimate probabilities using MCMC (average standard deviation of
split frequencies = 0.0029). Parameters and trees were sampled every
500 generations, examined for convergence, and trees from the first
50,000 generations were discarded as “burn in”. Tree files from the
two chains were combined and the maximum clade credibility tree was
calculated. The ML and BI analyses were run on the Bioportal facility,
University of Oslo (Kumar et al. 2009). Maximum parsimony BS values
were plotted on a strict consensus cladogram, and ML LR-ELW support values and BI posterior probabilities were plotted on the best
ML tree. The data matrix consisting of concatenated trnL/trnL –F and
rbcL sequences and coded gaps were deposited in TreeBASE (study
number S14488).
Results
Sequence Characteristics—Of the 102 ingroup accessions,
80 sequences for the trnL/trnL–F region and 70 sequences for
the rbcL region were newly generated in this study (Appendix 1). Additional sequences for both ingroup and outgroup
were downloaded from GenBank and used in the analyses
(23 for the trnL/trnL–F region and 20 for rbcL; Appendix 1).
The concatenated matrix had 9.52% missing data for the
ingroup. Descriptive statistics for MP analysis of each dataset
and the combined matrix are given in Table 3. The incongruence test showed no substantial discordance between the
gene regions, and the sequence data were combined for subsequent analysis (as different partitions for ML and BI). The
strict consensus of 18,660 most parsimonious trees with bootstrap values is shown in Fig. 2. The best ML tree had a log
likelihood score of –23657.3 and is shown in Fig. 3 with both
ML LR-ELW support values and BI posterior probabilities.
Where all three support values (MP, ML, and BI) are reported
below, they are listed sequentially as: MP bootstrap %/ML
LR-ELW %/BI posterior probability.
Phylogeny of the Violaceae—The monophyly of the
Violaceae as currently circumscribed was unambiguously
supported (100/100/1.0; Figs. 2, 3). Fusispermum and the
Rinorea crenata group were strongly supported as successive
sisters to the remaining Violaceae, (100/100/1.0) and (100/
96/1.0), respectively. Rinorea s. s. was resolved as a strongly
supported clade (100/100/1.0), but its sister relationship to
the remaining Violaceae was weakly supported (68/70/0.92).
The clade containing the remaining Violaceae was highly
supported (100/100/1.0). The four major clades recovered
Table 3. Descriptive statistics for each chloroplast data partition and
the combined matrix used in phylogenetic analyses. MPTs, most
parsimonious trees; CI, consistency index; RI, retention index.
Aligned length
Parsimony informative sites
Constant sites
Number of MPTs
Length of MPTs
CI; RI
trnL/trnL–F
rbcL
trnL/trnL–F +
rbcL + gaps
1,659
402 (24.2%)
1,002 (60.4%)
> 35,000
1,511
0.638; 0.810
1,301
262 (20.1%)
894 (68.7%)
> 100,000
1,116
0.467; 0.711
3,320
848 (25.5%)
1,648 (49.%)
18,660
3,242
0.561; 0.756
2014]
WAHLERT ET AL.: PHYLOGENY OF THE VIOLACEAE
245
Fig. 3. Maximum likelihood (ML) phylogram for 102 species of Violaceae inferred from analysis of a combined dataset of rbcL and trnL/trnL–F
DNA sequences and coded indels. Numbers above the branches are ML LR-ELW support percentages/BI posterior probabilities; nodes marked
with a solid black circle represent combined ML LR-ELW support percentages and BI probabilities ³ 95% and 0.99, respectively. Numbered clades
(i.e. Clades 1–4) highlight important groupings of genera, but do not correspond to intrafamilial taxa.
Clade 1: Viola, Schweiggeria, Noisettia, and Allexis—
Viola, Schweiggeria, Noisettia, and Allexis were resolved in
Clade 1 with very strong branch support (100/99/1.0)
(Figs. 2, 3). Viola and Allexis were unambiguously resolved
as monophyletic (both 100/100/1.0), and the two monotypic
genera Schweiggeria and Noisettia were strongly supported as
a clade (100/100/1.0) which had a highly supported sister
relationship to Viola (100/99/1.0).
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SYSTEMATIC BOTANY
Clade 4—THE RINOREA VIRGATA GROUP—The two species in
the Rinorea virgata group from Asia are often segregated in
the genus Scyphellandra based on leaf morphology, the
weakly zygomorphic corolla, few-flowered fasciculate inflorescences borne on short shoots, and small capsules with a
single seed, but it was submerged under Rinorea following
Kuntze (1891). The distant phylogenetic relationship of the
group to Rinorea s. s., as well as substantial and numerous
morphological differences (e.g. short-shoot morphology,
dioecy in R. virgata), support the reinstatement of Scyphellandra
as an earlier generic segregate name. A report of intrastaminal
processes has been confirmed in some specimens and may be
a synapomorphy of the R. virgata group.
THE HYBANTHUS ENNEASPERMUS GROUP—This unnamed Hybanthus
segregate lineage contains perhaps as many as 25 species,
including several unnamed ones in Africa, Madagascar, IndoChina, Southeast Asia, and northern Australia. They are distinct from the other hybanthoid groups by the combination of
a highly reduced axillary inflorescence bearing a single flower,
zygomorphic perianth with distinct basal spur, anthers
atop a low filament tube, usually elongate staminal nectary
glands, and elongate honey-yellow seeds with longitudinally
arranged alveolae and/or ribs.
THE HYBANTHUS FRUTICULOSUS GROUP—This clade represents
another small, unnamed hybanthoid segregate lineage. The
Hybanthus fruticulosus group includes two described species
from Mexico and Central America, and an additional 1–
2 undescribed species from Baja California (Ballard, unpubl.
data). The H. fruticulosus group, and the H. thiemei group to
which it is sister, are readily distinguished from other
Hybanthus groups by stamens with a very short filamental
“collar”, short globose staminal glands, and 6-seeded capsules
with pale yellow seeds. The H. fruticulosus group diverges
from the H. thiemei group in its terminal densely flowered
racemes with short pedicels, apically positioned staminal
glands, weakly zygomorphic corollas, and conspicuously
rugulose seeds. Ongoing morphological studies are under
way to better understand generic limits and species diversity
in the H. fruticulosus group, as well as the morphological features that separate it from the H. thiemei group and the other
Hybanthus groups.
THE HYBANTHUS THIEMEI GROUP—This group includes four
to six species, all distinguished by axillary solitary flowers
on very long filiform pedicels, strongly zygomorphic corollas
with a strongly clawed bottom petal, medially positioned
globose staminal glands, and pale yellow minutely alveolate seeds. It shares some features with its sister group,
the H. fruticulosus clade but deserves generic segregation
from that group based on the differentiation of other
character states. Member species include the widespread
Neotropical H. thiemei, the Central American H. galeottii,
and the South American H. nanus. The group may also
include two poorly known taxa endemic to Hispaniola
(H. domingensis Urb. & Ekman and H. leucanthus Urb. &
Ekman) which, aside from their diminutive habit, closely
resemble H. thiemei.
THE HYBANTHUS MEXICANUS GROUP—This group contains two
species, Hybanthus mexicanus and Rinorea uxpanapana and is
endemic to Mexico and Central America. Rinorea uxpanapana
was highlighted by Hekking (1988) as an anomalous species in
comparison to other members of the Neotropical Rinorea s. s.
in its vegetative and floral morphology, but the absence of
fruiting material made a reliable generic assignment difficult
[Volume 39
(he did speculate a close relationship to Hybanthus mexicanus,
however). The two species share a distinctive combination of
character states, including leaves arising from short-shoots,
fascicled cymes bearing 1–3 flowers, weakly zygomorphic
corollas, a short staminal tube with 2–3 free dorsal nectary
glands, sessile anthers, and 3-seeded capsules. The combined
molecular phylogenetic and morphological evidence strongly
supports the segregation of the group as a new genus.
ISODENDRION—The endemic Hawaiian genus Isodendrion,
with its long tube-shaped corolla composed of closely adherent petals and rudimentary to vestigial connective scale, is
placed in a clade with the Hybanthus calceolaria and H.
mexicanus groups. Isodendrion shares some traits of the H.
mexicanus group, particularly the highly reduced, 1-flowered
inflorescence arising from short axillary shoots. The systematic position also indicates that the prolonged coherent
nature of the corolla in Isodendrion may have a relatively
simple ontogenetic basis from the shorter, open-petaled
corolla of related hybanthoid groups.
THE HYBANTHUS CALCEOLARIA GROUP—The Hybanthus
calceolaria group represents the largest segregate lineage
of Hybanthus, and the third largest in the family, with ca.
65 species that are distributed mainly in South America, but
also in Central America and one species (H. verticillatus)
extending into the southern United States. The group shares
the following combination of character states: a strongly
zygomorphic corolla, the inflorescence a depauperate to
well-developed raceme, the filaments free or fused only at
the base, seeds black, prismatic or alveolate, and 6–12 seeds
per capsule. Although the taxon sampling in the present
study is insufficient to allow for a revised infrageneric classification of species, a recent study (Paula-Souza 2009) indicated that characters such as phyllotaxy, structure of root
system, and morphology of nectar gland may be useful
in delimiting groupings that correspond with at least four
distinct sublineages that are potentially referable to infrageneric taxa. Based on morphological synapomorphies and
the highly supported monophyly of the group, there is
ample evidence to recognize the H. calceolaria group as a
distinct genus.
MELICYTUS—Until recently, this genus was split into
Melicytus and Hymenanthera on the basis of flower sexuality
and carpel number, and recognition of the two genera has
been somewhat controversial. Phylogenetic data, however,
have shown that the two genera are not monophyletic
(Mitchell et al. 2009) and should be merged under the name
Melicytus, a move supported by diagnostic characters that
have been shown to overlap (Beuzenberg 1961; Green 1970;
Connor and Edgar 1987; Molloy and Druce 1994). All species
in this lineage are polyploids (2n = 32, 48, 64, 96), and many
hybridize in nature, resulting in a complex and reticulating
allopolyploid history. The genus is endemic to New Zealand
(where it may have originated), easternmost Australia, and
adjacent South Pacific Islands (Mitchell et al. 2009). Species
are hermaphroditic or dioecious, bear weakly zygomorphic
flowers and produce fleshy, blueberry-like fruits instead
of capsules. Other recent studies (Hoffmann et al. 2010;
Paula-Souza 2009) have shown that the same kind of variation in carpel number and sexuality of flowers also
occurs in Anchietea.
THE HYBANTHUS GUANACASTENSIS GROUP—Hybanthus denticulatus
and H. guanacastensis were recovered in yet another Hybanthus
clade. The combination of characters that distinguish the group
2014]
WAHLERT ET AL.: PHYLOGENY OF THE VIOLACEAE
from other Hybanthus groups include 1–2 flowered axillary
inflorescences borne on short shoots, strongly zygomorphic
perianth and androecium, lack of staminal glands but the
free portions of filament subtending the anthers conspicuously enlarged or swollen, seeds shiny purple-black and
minutely alveolate, and 6–9 seeds per capsule. This Central
American group, potentially including H. hespericlivus H. E.
Ballard, Wetter & N. Zamora, represents another generic
segregate lineage that warrants taxonomic recognition upon
further morphological characterization.
AGATEA, ANCHIETEA, HYBANTHOPSIS, AND CORYNOSTYLIS—The
four lianescent genera of the Violaceae, Agatea, Anchietea,
Hybanthopsis, and Corynostylis, were resolved in a well
supported clade (90/94/1.0; Figs. 2, 3). The genera are united
by a vining/lianescent habit, strongly flattened seeds, and
certain characters of wood anatomy in Agatea, Anchietea, and
Corynostylis (Taylor 1972). A hypothesis of a close evolutionary relationship was rejected by Taylor (1972) because of the
large geographical disjunction found in the group (i.e. Agatea
in New Guinea-South Pacific islands and the rest in the Neotropics), and he suggested the several shared features of
wood anatomy were the consequence of convergent evolution. However, the phylogenetic results presented here have
confirmed a well supported relationship demonstrated in
Tokuoka (2008) and have also shown that such amphi-oceanic
disjunctions are not uncommon between closely related genera of the Violaceae. The finding that the monotypic genus
Hybanthopsis, a recently described twining herbaceous plant
from Brazil (Paula-Souza and Souza 2003), belongs to this
lineage suggests that the twining/lianescent habit is a synapomorphy for this group.
Implications for a Revised Intrafamilial Classification
for the Violaceae—The molecular phylogeny presented here
provides new views on generic diversity and intrafamilial
groupings in the Violaceae. Intrafamilial taxa for the family
were almost wholly rejected by our phylogenetic inferences, with only a few clades congruent with the original
circumscription (Table 2). Previously unsuspected generic
affinities were revealed, and while some relationships
appear to be discordant with morphology (e.g. Leonia and
Gloeospermum), many groupings can be re-interpreted upon
reexamination of morphological characters in combination
with other characteristics of anatomy, chromosome numbers, embryology, etc.
A completely revised intrafamilial classification of the
whole family is now necessary in order to re-circumscribe
higher-level groups that better reflect relationships in the
family. Future circumscriptions of intrafamilial taxa need to
be based on different character states instead of the
homoplasious and continuous state of floral symmetry,
which has resulted in an artificial classification of the family.
The phylogenetic hypotheses presented in this study will
serve as a springboard for the description of new genera and
recircumscription of intrafamilial taxa, as well as a new
framework from which trait evolution and biogeographic
patterns can be inferred. Much additional research needs to
be done, however, across all known genera and unnamed
segregate groupings within Rinorea and Hybanthus. Research
utilizing floral development (Feng 2005), leaf anatomy
(Hoyos-Gómez 2011), pollen morphology (Mark et al. 2012),
and calcium oxalate crystal morphology and distribution
(Ballard, unpubl. data) has highlighted taxonomically informative character states that generally support higher-level
249
relationships inferred from DNA sequence data, and provide
new insights into evolutionary processes and biogeographic affinities.
Chromosomal evidence may also serve to add additional
support to clades and to delimit intrafamilial taxa. While
there are ca. 1,300 chromosome numbers presently available,
most have been obtained from Viola. The counts published so
far suggest base chromosome numbers of x = 4, 6, 7, or 8 for
individual groups within the family, but the relationships
among these numbers are not known. A future focus should
be placed on acquisition of chromosome numbers for poorly
sampled genera to reinterpret cytogenetic evolution in the
Violaceae from within a phylogenetic context. Reported chromosome counts from Violaceae demonstrate extensive polyploidy within several genera and among species (e.g. Miyaji
1913; Brizicky 1961; Turner and Escobar 1991). Recent work
on Viola has uncovered extensive allopolyploidy (Marcussen
et al. 2011; Marcussen et al. 2012), and duplication of several
low-copy nuclear genes appear to suggest at least one
polyploidization event relatively early in the diversification
of the family (Marcussen et al. 2010).
The additional sequencing of unlinked nuclear genes will
doubtless be necessary for the construction of a robust phylogeny and a phylogeny-based classification of the family.
Many of the deeper relationships within the family are still
unresolved, and little is known about past reticulations via
allopolyploidy, a mechanism not detectable with the markers
used so far owing to the maternal inheritance of the chloroplast (Harris and Ingram 1991) and concerted evolution in
rDNA loci (Álvarez and Wendel 2003).
All of the under-utilized avenues of investigation
discussed above deserve further exploitation in the
Violaceae. Certainly, there is strong indication from molecular phylogenetic studies that the reliance on floral symmetry
(i.e. “actinomorphy” vs. zygomorphy) alone provides misleading inferences of relationships and heterogeneous
generic circumscriptions, whereas less evolutionarily labile
traits and micromorphological characters may be more
broadly conserved and useful at circumscribing intrafamilial
taxa. Until a full understanding of taxonomic diversity,
relationships, and character distribution is available for all
recognizable groups, our ability to produce a meaningful,
predictive, and natural classification will remain out of
our grasp.
Acknowledgments. The authors would like to thank curators at the
following institutions for access to herbarium material: BLH, BNRH, ESA,
F, G, K, L, LL, MG, MO, NY, P, PRE, SPF, TAN, TEF, TEX, US, WAG, WIS.
Assistance in the field was provided by Bil Alverson, Harvey Ballard Sr.,
Jean-Jacques de Granville, Barry Hammel, AnaLu MacVean, Ross
McCauley, David Neill, Antonio Vazquez, Mark Wetter, Nelson Zamora,
John and Sandie Burrows, Mervyn Lötter, Franck Rakotonasolo, and
Hanta Razafindraibe. We wish to thank the people who provided leaf
tissue or extractions for use in this phylogeny: Gaston Achoundong,
Tracy Nowell, Robin Van Velzen, Jay Bolin, Martin Callmander, Neil
Crouch, and P. Peter Lowry, II. The Editor-in-Chief (Tom Ranker) and an
Associate Editor at Systematic Botany and two anonymous reviewers
provided insightful reviews and thoughtful commentary that greatly
improved the manuscript. Funding was provided by Ohio University
Department of Environmental and Plant Biology and the Graduate Student Senate to GAW; the Myndel Botanical Foundation, International
Association for Plant Taxonomy, Society of Systematic Biologists, São
Paulo Research Foundation, and University of São Paulo to JPS; SigmaXi to MF; and the National Science Foundation (DEB-0211054) to HEB.
The use of some DNA sequences from Scott Hodges and Mark Chase is
gratefully acknowledged.
250
SYSTEMATIC BOTANY
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Appendix 1. List of taxa used in phylogenetic analyses showing
voucher information (species, geographic origin, collector and number,
herbarium,) and GenBank accession number (trnL/trnL–F; rbcL). An
asterisk (*) denotes a sequence obtained from GenBank; a dash (—) indicate the absence of a sequence for that locus. Herbarium acronyms follow
Thiers (2013).
Agatea longipedicellata (Baker f.) Guillaumin & Thorne. NEW
CALEDONIA. Munzinger et al. 1760 (MO) KC699633; NEW CALEDONIA.
McPherson 6152 (MO), KC699560. Agatea pancheri Brongn. NEW
CALEDONIA. J. Munzinger & G. McPherson 831 (MO), KC699630;
KC699561. Agatea schlechteri Melch. NEW CALEDONIA. J. Munzinger &
G. McPherson 690 (MO), KC699632; AB354401*. Allexis cauliflora Pierre.
GABON. Achoundong 12 (BHO), KC699709; KC699562. Allexis obanensis
(Baker f.) Melch. GABON Wilks 2628 (MO), KC699634; AB354403*. Allexis
zygomorpha Achound. & Onana. CAMEROON. Kribi s. n. (BHO),
KC699635; KC699563. Amphirrhox longifolia (A. St.-Hil.) Spreng.
FRENCH GUIANA. Ballard & Feng 02-102 (BHO), KC699636; KC699564.
Amphirrhox surinamensis Eichler. BRAZIL. Assunção et al. 388 (MO),
KC699637; AB354404*. Anchietea frangulaefolia (Kunth) Melch.
COLOMBIA. Cuatrecasas 5477 (US), KC699638; —. Anchietea peruviana
Melch. ECUADOR. Fierro 1273 (NY), KC699639; —. Anchietea pyrifolia
(Mart.) G. Don. BRAZIL. Paula-Souza et al. 3685 (ESA), KC699640;
KC699565. Anchietea selloviana Cham. & Schltdl. BRAZIL. Paula-Souza
et al. 5608 (ESA), KC699641; KC699566. Corynostylis arborea (L.) S.F.
Blake. FRENCH GUIANA. Ballard & Feng s. n. (BHO), KC699642;
AB354408*. Corynostylis sp. BRAZIL. Kubitzki 84-336 (MG), KC699643;
KC699567. Decorsella paradoxa Chev. GABON. de Wilde et al. 495 (MO),
KC699644; KC699568. Fusispermum laxiflorum Hekking. JN714121*;
FJ670178*. Gloeospermum diversipetalum L.O. Williams. COSTA RICA.
Alverson s. n. (BHO), KC699645; KC699569. Gloeospermum grandifolium
Hekking. ECUADOR. Ballard 02-305 (BHO), KC699646; KC699570.
Hekkingia bordenavei H.E. Ballard & Munzinger. FRENCH GUIANA.
Bordenave 5040 (P), KC699647; KC699571. Hybanthopsis bahiensis PaulaSouza. BRAZIL. Paula-Souza et al. 5419 (ESA), KC699648; KC699572.
Hybanthus arenarius Ule. BRAZIL. Paula-Souza et al. 4673 (ESA),
KC699649; KC699573. Hybanthus atropurpureus (A. St.-Hil.) Taub.
BRAZIL. Paula-Souza 3639 (ESA), KC699650; KC699574. Hybanthus
attenuatus (Humb. & Bonpl. ex Schult.) Schulze-Menz. MEXICO. Escobedo
2108 (WIS), KC699651; KC699575. Hybanthus aurantiacus (Benth.) F.
Muell. AUSTRALIA Lazarides & Palmer 135 (MO), KC699652; KC699576.
Hybanthus bigibbosus (A. St.-Hil.) Hassl. BRAZIL. Paula-Souza
3638 (ESA), KC699653; KC699577. Hybanthus buxifolius (Vent.) Baill.
MADAGASCAR. Dorr & Barnett 4451 (MO), KC699654; —. Hybanthus
calceolaria (L.) Oken. BRAZIL. Paula-Souza et al. 4924 (ESA), KC699655;
251
KC699578. Hybanthus caledonicus (Turcz.) Cretz. NEW CALEDONIA.
Tronche & Lowry 616 (MO), KC699656; KC699579. Hybanthus calycinus
(DC.) F. Muell. AUSTRALIA. Strid 20287 (MO), KC699657; KC699580.
Hybanthus communis (A. St.-Hil.) Taub. BRAZIL. Paula-Souza et al. 5464
(ESA), KC699658; KC699581. Hybanthus concolor (T. F. Forst.) Spreng.
U. S. A. Ballard 92-013 (WIS), KC699659; KC699582. Hybanthus
danguyanus H. Perrier. KENYA. Mwangangi & Fosberg 617B (MO),
KC699660; —. Hybanthus denticulatus H.E. Ballard, M.A.Wetter &
N.Zamora. PANAMA. Wahlert 140 (BHO), KC699661; KC699583.
Hybanthus enneaspermus (L.) F. Muell. (1). GHANA. Morello et al. 1264
(MO), KC699662; AB354418*; (2), SOUTH AFRICA. Nowell 155 (BHO),
KC699663; KC699584. Hybanthus floribundus (Lindl.) F. Muell.
AUSTRALIA. DQ407242*; —. Hybanthus fruticulosus (Benth.) I.M.
Johnst. MEXICO. Sanders 9166 (TEX), KC699664; KC699585. Hybanthus
galeottii (Turcz.) C.V. Morton. MEXICO. Breedlove 57023 (TEX),
KC699665; KC699586. Hybanthus guanacastensis Standl. COSTA RICA.
Ballard 00-007 (BHO), KC699666; KC699587. Hybanthus havanensis Jacq.
DOMINICAN REPUBLIC Liogier 7546 (F), KC699667; KC699588.
Hybanthus leucopogon Sparre. ARGENTINA. Paula-Souza et al. 7000
(ESA), KC699668; KC699589. Hybanthus mexicanus Ging. MEXICO.
Ballard s. n. (BHO), KC699669; KC699590. Hybanthus micranthus
Guillaumin. NEW CALEDONIA. Munzinger JM476 (MO), KC699670; —.
Hybanthus monopetalus Domin. AUSTRALIA. Crisp 1625 (US),
KC699671; —. Hybanthus nanus (A. St.-Hil.) Paula-Souza. ARGENTINA.
Paula-Souza et al. 7045 (ESA), KC699672; KC699591. Hybanthus
oppositifolius (L.) Taub. BRAZIL. Paula-Souza et al. 5465 (ESA),
KC699673; KC699592. Hybanthus parviflorus (Mutis ex L f.) Baill. BRAZIL.
Paula-Souza et al. 3649 (ESA), KC699674; KC699593. Hybanthus prunifolius
(Humb. & Bonpl. ex Schult.) Schulze-Menz. PANAMA. Garwood 1297A (F),
KC699675; —. Hybanthus serrulatus Standl. MEXICO. Lott & Butterwick
1534 (F), KC699676; KC699594. Hybanthus setigerus (A. St.-Hil.) Baill.
BRAZIL. Paula-Souza et al. 4248 (ESA), KC699677; KC699595. Hybanthus
sp. nov. MEXICO. McCauley 440 (BHO), KC699678; KC699596.
Hybanthus thiemei (Donn. Sm.) C.V. Morton. GUATEMALA. Ballard
02-314 (BHO), KC699679; KC699597. Hybanthus verbenaceus (Kunth)
Loes. MEXICO. Breedlove 10524 (F), KC699680; —. Hybanthus
verticillatus (Ortega) Baill. MEXICO. Cowan 5436 (TEX), KC699681; —.
Hybanthus yucatanensis Millsp. MEXICO. Martı́nez 35211 (ESA),
KC699682; KC699598. Isodendrion hosakae H. St. John. U. S. A. Hawaiian
Islands, Wagner et al. 5301 (US), KC699683; —. Isodendrion laurifolium A.
Gray. U. S. A. Hawaiian Islands, Perlman 5481 (MO), KC699684;
KC699599. Isodendrion longifolium A. Gray. U. S. A. Hawaiian Islands,
Perlman et al. 6295 (MO), KC699685; AB354421*. Leonia cymosa Mart.
BRAZIL. Paula-Souza et al. 9528 (SPF), KC699686; KC699600. Leonia
glycycarpa Ruiz & Pav. AY739763*; SURINAME. Evans & Peckham 2917
(BLH), KC699601. Malesherbia lanceolata Ricardi. trnL intron/trnL-trnF
spacer: AY636104*. Malesherbia weberbaueri Gilg. rbcL: AY632722*.
Mayanaea caudata (Lundell) Lundell. GUATEMALA. Lundell 11442
(MO), KC699687; KC699602. Melicytus alpinus (Kirk) Garn.-Jones.
NEW ZEALAND. Holloway & Knowles CHR369010 (MO), KC699688;
KC699603. Melicytus chathamicus (F. Muell.) Garn.-Jones. Menzies
CHR359614 (MO), KC699689; KC699604. Melicytus dentatus (R. Br.)
Molloy & Mabb. AUSTRALIA. Adams 2302 (US), KC699690; —. Melicytus
lanceolatus Hook. f. NEW ZEALAND. Gardner 1954 (MO), KC699691; —.
Melicytus latifolius (Lindl.) P. S. Green. AUSTRALIA. Norfolk Island,
Gardner 5925 (MO), KC699692; —. Melicytus novae-zelandiae (A. Cunn.)
P. S. Green. NEW ZEALAND. Sykes 216/93 (MO), KC699693; AB354427*.
Noisettia orchidiflora (Rudge) Ging. JF767152*; FRENCH GUIANA.
Mori & Pennington 17950 (MO), KC699620. Orthion montanum
Lundell. MEXICO. Breedlove 49920 (MO), KC699694; KC699605. Orthion
subsessile (Standl.) Standl. & Steyerm. GUATEMALA. Lundell &
Contreras 18894 (LL), KC699695; —. Orthion subsessile (Standl.) Standl. &
Steyerm. Reyes-Garcı́a & Challenger 2555 (MO), KC699696; AB233941*.
Passiflora auriculata Kunth. DQ284534*; DQ445921*. Paypayrola
blanchetiana Tul. BRAZIL. Paula-Souza et al. 5682 (ESA), KC699697;
KC699606. Paypayrola confertiflora Tul. FRENCH GUIANA. Feng 497
(BHO), KC699698; KC699607. Paypayrola grandiflora Tul. BRAZIL.
Paula-Souza et al. 9527 (SPF), KC699699; KC699608. Rinorea anguifera
Kuntze. THAILAND. Larsen et al. 43071 (MO), JN714074*; KC699618.
Rinorea apiculata Hekking. ECUADOR. Tipaz & Rubio 336 (MO),
JN714120*; AB354430*. Rinorea arborea Baill. COMOROS. Labat et al. 3197
(P), JN714094*; KC699619. Rinorea bullata H. Perrier. MADAGASCAR.
Skema et al. 217 (P), JN714069*; KC699621. Rinorea crenata S.F. Blake.
COSTA RICA. Ballard 94-006 (BHO), JN714119*; KC699622. Rinorea
elliptica Kuntze. MOZAMBIQUE. Burrows & Wahlert 10128 (BNRH),
JN714084*; KC699623. Rinorea flavescens Kuntze. FRENCH GUIANA.
252
SYSTEMATIC BOTANY
Ballard & Feng 02-100 (BHO), JN714112*; KC699624. Rinorea horneri
Kuntze. THAILAND. Larsen et al. 41308 (MO), JN714080*; KC699625.
Rinorea ilicifolia Kuntze. JN714037*; AB354432*. Rinorea mutica Baill.
MADAGASCAR. Wahlert & Rakotonasolo 12 (MO), JN714067*, KC699626.
Rinorea neglecta Sandwith. FRENCH GUIANA. Prevost 3457 (MO),
KC699700; AB354433*. Rinorea riana Kuntze. FRENCH GUIANA. Saint
Jean Forest, Ballard & Feng 02-104 (BHO), JN714106*; KC699627. Rinorea
sp. BRAZIL. Acre, Souza 30019 (ESA), JN714107*; KC699628. Rinorea
subintegrifolia Kuntze. NIGERIA. Brown & Opayemi 995 (MO), JN714058*;
KC699629. Rinorea uxpanapana T. Wendt. MEXICO. Wendt et al. 3907
(MO), KC699701; KC699609. Rinorea virgata (Thwaites) Kuntze.
THAILAND. Larsen et al. 2596 (L), KC699702; KC699610. Rinorea
[Volume 39
virgata. THAILAND. Larsen et al., 42122 (MO), KC699703; KC699611.
Rinoreocarpus ulei Ducke. AY739759*; AB354435*. Schweiggeria
fruticosa Spreng. BRAZIL. Paula-Souza 3612 (ESA), KC699631; KC699612.
Turnera ulmifolia L. AY636110*; Z75691*. Viola biflora L. DQ085922*; —.
Viola blanda A. Gray. U. S. A. Michigan: Ballard 92-004 (BHO), KC699704;
KC699613. Viola canadensis L. U. S. A. Michigan: Ballard 92-012 (BHO),
KC699705; KC699614. Viola cerasifolia A. St.-Hil. BRAZIL. Paula-Souza
et al. 5800 (ESA), KC699706; KC699615. Viola chaerophylloides Makino.
DQ787749*; —. Viola collina Besser. DQ085887*; —. Viola grypoceras
A. Gray. DQ085891*; —. Viola subdimidiata A. St.-Hil. BRAZIL. PaulaSouza et al. 5853 (ESA), KC699707; KC699616. Viola tricolor L. U. S. A.
Wisconsin: Ballard s. n. (BHO), KC699708; KC699617.