ARTICLE IN PRESS
Flora 204 (2009) 371–381
www.elsevier.de/flora
Trichome micromorphology of Iranian Stachys (Lamiaceae) with emphasis
on its systematic implication
Yasaman Salmakia, Shahin Zarrea,, Ziba Jamzadb, Christian Bräuchlerc
a
Department of Plant Biology, School of Biology, College of Science, University of Tehran, PO Box 14155-6455 Tehran, Iran
Research Institute of Forests and Rangelands, PO Box 13185-116 Tehran, Iran
c
LMU Munich, Department Biology I, Biodiversity Research-Systematic Botany, Laboratory Prof. Dr. G. Heubel,
Menzinger Street 67, 80638 Munich, Germany
b
Received 24 March 2008; accepted 12 May 2008
Abstract
Trichomes of 37 taxa of the genus Stachys and one species of Sideritis (S. montana) were examined using light and
scanning electron microscopy. The indumentum shows considerable variability among different species, but is constant
among different populations of one species, and therefore, affords valuable characters in delimitation of sections and
species. The characters of taxonomic interest were presence of glandular and non-glandular trichomes, thickness of the
cell walls, number of cells (unicellular or multi-cellular), presence of branched (dendroid) trichomes, presence of
vermiform trichomes, orientation of trichomes in relation to the epidermal surface, curviness of trichomes, and
presence of papillae on trichome surface. Two basic types of trichomes can be distinguished: glandular and nonglandular trichomes. The glandular trichomes can in turn be subdivided into subtypes: stalked, subsessile, or sessile.
The stalks of the glandular trichomes can be uni- or multi-cellular. Simple unbranched and branched trichomes
constitute two subtypes of non-glandular trichomes. Our data do not provide any support for separation of Sideritis
from Stachys. The following evolutionary trends are suggested here for Stachys: vermiform trichomes with stellate base
are primitive against vermiform trichomes with tuberculate base, long vermiform trichomes are primitive against the
short simple trichomes, appressed trichomes are advanced against spreading ones, and loss of glandular trichomes is
advanced against their presence. Overall, trichome micromorphology is more useful in separation of species within
sections rather than characterizing large natural groups known as sections, except for few cases.
r 2008 Elsevier GmbH. All rights reserved.
Keywords: Lamiaceae; Stachys; Sideritis; Trichome; Micromorphology; Iran
Introduction
Stachys L. (Lamiaceae, Lamioideae) is a large
assemblage of herbaceous annuals and perennials or
sub-shrubs with an estimated 275–300 species worldwide
Corresponding author.
E-mail address: zarre@khayam.ut.ac.ir (S. Zarre).
0367-2530/$ - see front matter r 2008 Elsevier GmbH. All rights reserved.
doi:10.1016/j.flora.2008.11.001
(Bhattacharjee, 1980; Lindqvist and Albert, 2002;
Mabberley, 1997; Willis and Airy-Shaw, 1973). The
genus is distributed mainly in warm temperate regions of
the Mediterranean and SW Asia, Southern Africa,
North and South America. Iran as a center of diversity
of Stachys houses about 35 species (Rechinger, 1982).
These species are sometimes highly polymorphic morphologically and morphological differences are often
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obscure. The majority of species prefers alpine and
subalpine habitats and grows under various ecological
conditions in habitats like rocky places, mountain
steppes, stream banks or sometimes in forests. The
most important taxonomic treatments for Eurasian
species of Stachys so far were those of Ball (1972),
Bhattacharjee (1980) and Rechinger (1982), which are
mainly based on morphological characters.
The taxonomic value of the indumentum as well as its
implication in systematics and phylogenetics are well
known in Lamiaceae and related families as Verbenaceae and Scrophulariaceae (Abu-Assab and Cantino,
1987; Ascensão et al., 1999; Cantino, 1990; Metcalfe and
Chalk, 1950). Trichome micromorphology has been
suggested to be useful in the phylogeny reconstruction
(Abu-Assab and Cantino, 1987) and systematics of
Lamiaceae (Cantino, 1990) as well as some of its genera
(e.g. Marin et al., 1994; Navarro, 1995; Navarro and El
Oualidi, 2000; Puech, 1984). However, there are only a
few works dealing with detailed analysis of trichomes in
Stachys (e.g., Giuliani et al., 2008), focusing the species
mostly distributed in tropical Africa (Demissew and
Harley, 1992).
Apart from the detailed structure, trichome morphology was used in the taxonomy of Stachys in different
ways, mainly in order to separate certain sections or to
delimit closely related species. Sect. Ambleia for example
is characterized by the presence of dendroid or stellate
trichomes (Bhattacharjee, 1982), while the presence of
elongated glandular trichomes on the calyx was
considered as an important character for separating
S. benthamiana from its closest allies within sect.
Fragilicaulis, i.e. S. kurdica and S. ballotiformis
(Rechinger, 1982). However, no detailed trichome
micromorphological study has been conducted on the
genus indicating the possible phylogenetic importance of
trichome characters in the systematics or phylogenetics
of the genus.
Recent molecular studies (Lindqvist and Albert,
2002), however, neither support the current infrageneric
classifications (Bhattacharjee, 1980, 1982; Rechinger,
1982), nor give a delimitation of Stachys as currently
circumscribed towards its closest relatives, e.g. Sideritis
L., Phlomidoschema (Benth.) Vved. and Prasium L.
Therefore, a detailed micromorphological study can also
bring clarity about many aspects of phylogeny of the
genus.
In the framework of providing a revision of the genus
Stachys for the Persian ‘‘Flora of Iran’’, we performed a
detailed micromorphological study on this genus including pollen morphology (Salmaki et al., 2008a),
nutlet sculpturing (Salmaki et al., 2008b), and trichome
micromorphology. Our aims were to document trichome micromorphology of native species of Stachys
in Iran, in order to evaluate the systematic significance
of the resulting data and discuss them on the
background of both molecular results and traditional
classification.
Materials and methods
Trichomes of 37 taxa of the genus Stachys (35 spp.
and 2 subspp.) and one species of Sideritis (Sideritis
montana) were studied. As a rule, five different specimens of each taxon were analyzed. In several cases more
than five specimens were considered for one species to
ensure certainty about the stability of trichome characters among different specimens of one species. The
herbarium material for this study was removed from
specimens (Table 1) deposited mainly in the herbarium
of Research Institute of Forests and Rangelands, Iran
(TARI), and herbarium of Tehran University (TUH).
A list of voucher specimens used in the present study
including some notes on the location of the plants is
given in Table 1. Trichomes were obtained from leaves
and calyces and studied with a stereo- or a usual light
microscope. For light microscopy, mostly, cross sections
of leaf blades and petioles were made by hand using
commercial razor blades. The sections were stained with
safranin – fast green (Gerlach, 1977) with some
modifications. The cross sections were dehydrated
through an ethanol gradient and finally xylol (99.5%),
and then mounted on slides using Canada balsam. They
were studied using an Olympus microscope model BX50 light microscope with 400X to 1000X magnifications.
For the scanning electron microscopy (SEM), small
pieces of leaves and calyces were fixed on aluminum
stubs using double-sided adhesive, and were coated with
a thin layer (ca. 25 nm) of gold–palladium. The SEM
micrographs were taken in a SEM-440I (Leo, England)
at an accelerating voltage of 10–15 kV.
The type of indumentum was described and classified.
The general classification scheme and the terminology
follow Roe (1971), Cantino (1990), as well as Navarro
and El Oualidi (2000).
Results
The main types of the investigated trichomes and their
distribution among the species studied are summarized
in Table 2. Selected SEM and LM micrographs of
common indumentum types are presented in Figs. 1–42.
Type of indumentum shows considerable variability
among different species, but was constant among
different populations of one species, and therefore,
affords valuable characters in delimitation of sections
and species.
The characters of taxonomic interest were presence of
glandular and non-glandular trichomes, thickness of the
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Table 1.
373
Collection data and ecology of Stachys specimens examined here from their trichome micromorphology.
Species
Section
Collection data
Stachys acerosa Boiss.*
Aucheriana
S. asterocalyx Rech.f.
Fragilicaulis
S. atherocalyx K. Koch
Olisia
S. aucheri Benth.
S. balansae Boiss. & Kotschy ex Boiss.
Aucheriana
Eriostomum
S. ballotiformis Vatke
Fragilicaulis
S. benthamiana Boiss.*
Fragilicaulis
S. byzantina K. Koch
Eriostomum
S. cretica L.
Eriostomum
S. fruticulosa M. Bieb.*
Thamnostachys
S. iberica M.Bieb.
Olisia
S. inflata Benth.
S. ixodes Boiss. & Hausskn. ex Boiss.*
S. kermanshahensis Rech.f.*
Ambleia
Aucheriana
Fragilicaulis
S. koelzii Rech. f.*
S. kurdica Boiss. & Hohen.
Aucheriana
Fragilicaulis
S. lavandulifolia Vahl
Zietenia
S. laxa Boiss. Buhse.*
Ambleia
S. megalodonta Hausskn. & Bornm. ex
P.H. Davis
S. multicaulis Benth.
S. obtusicrena Boiss.*
Fragilicaulis
Aucheriana
Ambleia
S. palustris L.
Stachys
S. persepolitana Boiss.*
S. persica S. G.Gmel. ex C. A. Mey.
Olisia
Eriostomum
S. pilifera Benth.*
Aucheriana
S. pubescens Ten.
Olisia
S. schtschegleevii Sosn. ex Grossh.
Ambleia
S. setifera C. A. Mey. subsp. iranica
(Rech. f.) Rech. f.
S. setifera C. A. Mey. subsp. daenensis
(Gandog.) Rech.f. *
S. setifera C. A. Mey. subsp. setifera
Setifolia
Kohgiluyeh va Boyer-Ahmad: Yasuj, Barandaz. Mozaffarian,
25154 (TUH)
Kohgiluyeh va Boyer Ahmad: between Behbahan and
Dehdasht, Assadi and Aboohamzeh, 38701 (TARI)
West Azarbayjan: Uromieh, Kay village, Zarre and Salmaki,
36530 (TUH)
Fars: Dena mt., Kamarsiah, Safayian, 29 (TARI)
East Azarbayjan: about 21 km to Assalem from Khalkhal,
Zarre and Salmaki, 36532 (TUH)
Kurdestan: Kamyaran to Varmahang, Zarre and Salmaki,
36517 (TUH)
Kurdestan: Kamyaran to Varmahang, Zarre and Salmaki,
36524 (TUH)
Mazandaran: Firuzkuh road, Orim village, Zarre and
Salmaki, 36516 (TUH)
Kermanshah: Kerend to Sar-e Pol-e Zahab and Sarmil, Zarre
and Salmaki, 36507 (TUH)
Zanjan: 5 km after Halab to Zanjan, Zarre and Salmaki,
36506 (TUH)
Mazandaran: S of Ramsar, W Javaher deh, Runemark and
Maassoumi, 20775 (TARI)
Hamadan: Avaj to Razan, Zarre and Salmaki, 36505 (TUH)
Fars: Shiraz, Dasht-e Arjan, Foroughi, 17486 (TARI)
Kermanshah: Tout-Shami to Mare-khamoush, Zarre and
Salmaki, 36504 (TUH)
Lurestan: Aligudarz, Maassoumi, 75544 (TARI)
Kermanshah: 18 km to Kermanshah, Zarre and Salmaki,
36513 (TUH)
Mazandaran: 13 km to Dizin from Gachsar, Zarre and
Salmaki, 36521 (TUH)
Mazandaran: Gaduk pass near pol-e Veresk, Zarre and
Salmaki, 36525 (TUH)
Kurdestan: Marivan to Saghez, Zarre and Salmaki, 36503
(TUH)
Hamadan: 3 km to Ganjnameh, Zarre Salmaki, 35891 (TUH)
Chahar Mahal-e Bakhtiari: Sabzkuh, Zarre and Salmaki,
20074 (TUH)
B3 Afyon (Turkey): Çay ilçesi, Eber Gölü, Dönmez Emir, 2949
(HUB)
Fars: 15 km Firouzabad, Assadi and Sardabi, 41489 (TARI)
Mazandaran: 40 km.Tunekabon to Jannat Rudbar, Zarre and
Salmaki, 8466 (TUH)
Chahar Mahal-e Bakhtiari: Borojen, Ganduman, Kuh-e
Baraftab, Mozaffarian, 57772 (TARI)
Mazandaran: Firuzkuh road, Orim village, Zarre and
Salmaki, 36518 (TUH)
East Azarbayjan: Kaleybar, Ghaleh Babak, Zarre and
Salmaki, 17508 (TUH)
Hamadan: Avaj to Razan, Zarre and Salmaki, 36523 (TUH)
S. spectabilis Choisy ex DC.
Eriostomum
Setifolia
Setifolia
Kurdestan: Marivan to Saghez, Zarre and Salmaki, 36502
(TUH)
Tehran: 30 km to Firuzkuh from Tehran, Zarre and Salmaki,
36514 (TUH)
West Azarbayjan: Dizaj to Boz-e Sina mountains, Zarre and
Salmaki, 36531 (TUH)
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Y. Salmaki et al. / Flora 204 (2009) 371–381
Table 1. (continued )
Species
Section
Collection data
S. subaphylla Rech. f.
Ambleia
S. sylvatica L.
Stachys
S. trinervis Aitch. & Hemsl.*
Ambleia
S. turcomanica Trautv.
Ambleia
S. veroniciformis Rech. f.*
Fragilicaulis
Sideritis montana L.
Gorgan: 70 km of Chaman-Bid, Assadi and Maassoumi,
21491 (TARI)
Guilan: Asalem to Khalkhal, Assadi and Maassoumi, 16394
(TARI)
Gorgan: Azad Shahr, near Bojnourd Wendelbo et al., 11067
(TARI)
Khorassan: Bojnourd to 21 km Gifan, Assadi and
Maassoumi, 50221(TARI)
Lurestan: Oshtorankuh, Assadi and Mozaffarian, 37189
(TARI)
Mazandaran: Firuzkuh road, Orim village, Zarre and
Salmaki, 36533 (TUH)
Species endemic to Iran are indicated by an asterisk.
Table 2.
Some characteristic features of trichomes in the examined Stachys taxa and in Sideritis montana.
Density
Surface
Stalked
glandular
trichomes
Sub-sessile
or sessile
glandular
trichomes
Branched
trichomes
Short
simple
trichomes
Long
simple
trichomes
Vermiform
trichomes
Smooth
Smooth
Smooth
Smooth
Smooth
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
sect.
S.
S.
S.
S.
S.
Eriostomum
byzantina
persica
spectabilis
cretica
balansae
Very
Very
Very
Very
Very
sect.
S.
S.
S.
Setifolia
setifera subsp. iranica
setifera subsp. daenensis
setifera subsp. setifera
Sparse
Sparse
Sparse
Smooth
Smooth
Smooth
+
+
+
+
+
+
+
+
+
Sparse
Sparse
Smooth
Smooth
+
+
+
+
+
Sparse
Sparse
Very sparse
Very sparse
Smooth
Smooth
Papillate
Papillate
+
+
+
+
+
+
+
+
sect. Thamnostachys
S. fruticulosa
Sparse
Papillate
+
sect. Zietenia
S. lavandulifolia
Dense
Smooth
+
+
sect. Aucheriana
S. multicaulis
S. pilifera
Sparse
Dense
Smooth
Smooth
+
+
+
+
+
+
+
sect. Stachys
S. sylvatica
S. palustris
sect.
S.
S.
S.
S.
Olisia
iberica
atherocalyx
pubescens
persepolitana
dense
dense
dense
dense
dense
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375
Table 2. (continued )
S.
S.
S.
S.
sect.
S.
S.
S.
S.
S.
S.
S.
Density
Surface
Stalked
glandular
trichomes
Sub-sessile
or sessile
glandular
trichomes
Branched
trichomes
Short
simple
trichomes
Long
simple
trichomes
Vermiform
trichomes
acerosa
aucheri
koelzii
ixodes
Sparse
Dense
Sparse
Dense
Smooth
Smooth
Smooth
Smooth
+
+
+
+
+
+
+
+
+
+
+
+
+
+
Ambelia
laxa
turcomanica
inflata
schtschegleevii
trinervis
obtusicrena
subaphylla
Dense
Dense
Dense
Dense
Sparse
Dense
Dense
Smooth
Smooth
Smooth
Smooth
Smooth
Smooth
Smooth
+
+
+
+
+
+
+
+
+
+
+
+
+
+
Sparse
7Dense
7Dense
Sparse
Sparse
Dense
Sparse
Sparse
Papillate
Papillate
Papillate
Papillate
Smooth
7Papillate
Papillate
Smooth
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
sect. Fragilicaulis
S. kurdica
S. ballotiformis
S. benthamiana
S. megalodonta
S. veroniciformis
S. kermanshahensis
S. asterocalyx
Sideritis montana
cell walls, number of cells (unicellular or multi-cellular),
presence of few-armed and branched (dendroid) trichomes, presence of vermiform trichomes, orientation of
trichomes in relation to the epidermal surface (erect,
subappressed or appressed), curviness of trichomes
(flexuous, curved or hooked), and presence of papillae
on trichome surface.
Two basic types of trichomes can be distinguished:
glandular and non-glandular trichomes. Based on the
variations observed, glandular trichomes can in turn be
subdivided into two subtypes: stalked (e.g. S. ixodes,
Fig. 7; S. persica, Fig. 14), subsessile (e.g. S. pubescens,
Fig. 41) or sessile (e.g. S. byzantina, Fig. 35;
S. multicaulis, Fig. 8; S. persica, Fig. 15). The stalks of
the glandular trichomes can be uni- (e.g. S. kermanshahensis, Fig. 20) or multi-cellular (e.g. S. ixodes,
Fig. 7; S. persica, Fig. 14). Simple unbranched (e.g.
S. pilifera, Fig. 10) and branched trichomes (e.g. S. laxa,
Fig. 1) can be considered as two subtypes of nonglandular trichomes.
Four species S. iberica, S. atherocalyx, S. persepolitana (all of sect. Olisia), and S. fruticulosa (sect.
Thamnostachys, Figs. 28 and 29) do not possess any
glandular trichomes. Subsessile trichomes are mostly
very shortly stalked and bladder-like at heads
(S. pubescens, Fig. 41). Stalked glandular trichomes
show variation in the size, shape, cell number, and
position of the stalk and the head. Stalked glandular
trichomes can be short (up to 30 mm) with a capitate
head (e.g. S. pilifera, Fig. 11), short with a clavate head
(e.g. S. lavandulifolia, Fig. 30), and long (up to 150 mm)
with a capitate head (e.g. Stachys setifera).
Based on the size, non-glandular trichomes of the
simple type are short (from 50 mm in S. persepolitana to
500 mm in S. ballotiformis), long (up to 2000 mm, e.g. in
S. pilifera, Fig. 10) and vermiform or extremely long (up
to 5000 mm, e.g. in S. cretica, Fig. 12). Short simple
trichomes are uni- or bi-cellular (or multi-cellular).
Unicellular short simple trichomes show considerable
variation and can be subdivided into four groups: (1)
conical in shape, appressed, composed of thick-walled
cells, densely covered by micro-papillae (e.g. S. persepolitana, Fig. 25), (2) acicular in shape, erect, composed
of thick-walled cells, densely covered by micro-papillae
(e.g. S. asterocalyx, Fig. 16), (3) similar to the latter, but
thin-walled cells, smooth on surface, tuberculate at base
(e.g. Sideritis montana, Fig. 33), and (4) similar to the
latter, but curved at tip (e.g. S. ballotiformis, Fig. 18).
Bi- and multi-cellular short simple trichomes range from
erect (e.g. S. ballotiformis, Fig. 34; S. veroniciformis, Fig.
23) to appressed (e.g. S. fruticulosa, Figs. 28 and 29).
They can be smooth on surface (S. ballotiformis, Fig. 18;
S. veroniciformis, Fig. 23), or papillate (e.g. S. persepolitana, Fig. 26), curved (e.g. S. ballotiformis, Fig. 17), or
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Figs. 1–15. SEM micrographs of trichomes in Stachys: (1) S. laxa, (2) S. obtusicrena, (3) S. trinervis, (4, 5) S. acerosa, (6) S. aucheri,
(7) S. ixodes. (8, 9) S. multicaulis, (10, 11) S. pilifera, (12, 13) S. cretica, (14, 15) S. persica, (1, 4, 7, 14) scale bar ¼ 30 mm; (2, 3, 5, 12)
scale bar ¼ 100 mm; (6, 9, 11, 13, 15) scale bar ¼ 10 mm; (10) scale bar ¼ 200 mm.
straight at tip (e.g. S. persepolitana, Fig. 26;
S. veroniciformis, Fig. 23), and articulated (e.g.
S. megalodonta, Fig. 22), or non-articulated (e.g.
S. kurdica, Fig. 21). Long simple trichomes can be
inflated at their nodes (e.g. S. acerosa, Fig. 5; S. pilifera,
Fig. 10), or normally articulated. In the former type the
basal cells are elongated, while in the latter the basal
cells are tuberculate. All members of sect. Eriostomum
(Fig. 13) and S. lavandulifolia (Figs. 31 and 32) are
covered by very long vermiform trichomes. In the
former the basal part is stellate, but in the latter group
it is 7tuberculate.
Branched (dendritic) trichomes are composed
of 25 arms at each node (e.g. S. inflata, Fig. 38;
S. schtchegleevii, Fig. 42). Depending on the trichome
length they can be composed of one (e.g. S. trinervis,
Fig. 3) to several branched nodes (e.g. S. obtusicrena,
Fig. 2).
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377
Figs. 16–30. SEM micrographs of trichomes in Stachys: (16) S. asterocalyx, (17, 18) S. ballotiformis, (19) S. benthamiana, (20) S.
kermanshahensis, (21) S. kurdica, (22) S. megalodonta, (23) S. veroniciformis, (24) S. atherocalyx, (25, 26) S. persepolitana, (27) S.
setifera, (28, 29) S. fruticulosa, (30) S. lavandulifolia. (16–17, 21–22, 25, 27–30) scale bar ¼ 10 mm; (18–20, 23, 24, 26) scale
bar ¼ 30 mm.
Discussion
The classification of trichomes presented here considerably enhances the importance of these characters
within the genus. Our data are in accordance with
previous studies in Lamiaceae confirming the usefulness
of indumentum characters in taxonomic identification at
different infrageneric levels (Abu-Assab and Cantino,
1994; Giuliani et al., 2008) and makes it possible to
suggest systematic relationships among species and
grouping them. Presence of multi-cellular branched,
and also subsessile glandular trichomes with a unicellular cap have been suggested to perform synapomorphies against other character states in Lamioideae
(Abu-Assab and Cantino, 1994). Glandular trichomes
have taxonomic value at specific and subspecific level
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Figs. 31–42. SEM and LM micrographs of trichomes in Stachys spp. and Sideritis: (31, 32) S. lavandulifolia, (33) Sideritis montana,
(34) S. ballotiformis, (35) S. byzantina, (36, 37) S. cretica, (38) S. inflata, (39) S. megalodonta, (40) S. persica, (41) S. pubesens, (42) S.
schtchegleevii, (31) scale bar ¼ 200 mm; (32, 36, 38, 42) scale bar ¼ 100 mm; (33–35, 37, 41) scale bar ¼ 10 mm; (39, 40) scale
bar ¼ 30 mm.
and also can be considered as phylogenetically informative characters. For example, subsessile or sessile
glandular trichomes are the most common type of
trichomes in the family and probably represent an
ancestral state (Navarro and El Oualidi, 2000). On the
other hand, trichome type, distribution and cover vary
widely in some genera among different sections (for
example in Teucrium: Navarro and El Oualidi, 2000),
providing valuable characters for comparison. It was
also shown that different structures of the same
individual plant may vary in indumentum in some
genera of Lamiaceae (Doroszenko, 1986; Husain, 1983;
Husain et al., 1990). Furthermore, investigations in
some genera of Lamiaceae, such as Plectranthus,
confirm the need for a better terminology on trichome
characters in Lamiaceae (Ascensão et al., 1999).
The taxonomy of Stachys is very difficult mainly due
to great variation in macromorphological characters,
particularly under different ecological conditions.
Demissew and Harley (1992) suggested that the Tropical
African species of Stachys can be divided into three
natural groups based on trichome features and nutlet
microsculpturing patterns, which are to some extent in
accordance with subgeneric classification suggested by
Bhattacharjee (1980). These groups also find some
support from biogeographical data and ecology.
Among several sources of micromorphological data
surveyed by our team (Salmaki et al., 2008a, b) hair
micromorphology provides the most valuable characters. Our detailed study on Iranian species of Stachys
shows that several trichome characters can be of
taxonomical value, but the possible phylogenetic importance of these features could not be referred here in
details as the few molecular systematic studies conducted on the genus include only few species distributed
in the Old World (Lindqvist and Albert, 2002).
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Variation in trichome characters appears to have
particular value, not only in classification at sectional
rank in some cases, but also in separating different
species of Stachys from their relatives. Sometimes these
characters are useful in delimitation of formerly
introduced sections. Sect. Ambleia, for example, is
characterized by presence of dendroid or stellate
trichomes. It seems that the presence or absence of
branched trichomes in Stachys has an important
infrageneric phylogenetic significance and can be considered as a synapomorphy for this group, as none of the
known primitive species of the genus (see Lindqvist and
Albert, 2002) represents this feature.
Based on the variation mentioned above, Stachys can
be divided into several groups, which are discussed
below in a comparative context within the formal
sections known in the genus.
S. sect. Ambleia Benth. (Figs. 1–3)
As mentioned above, the members of this rather
isolated section are characterized by having branched
trichomes (Bhattacharjee, 1980). Beside this feature,
most species attributed to this section possess stipules at
the base of their leaves. Among the species of this
section only S. trinervis, representing the shortest
trichomes in the section, shows one branching node
(Fig. 3), while other species are furnished with multinodal trichomes provided by a long axis (Figs. 1 and 2).
S. trinervis is also well characterized by having the
largest nutlets in the section and a colliculate type of
nutlet microsculpturing (Salmaki et al., 2008b). So, the
branched trichomes provide not only an important
synapomorphy (see above), probably supporting the
monophyly of the section, but also enough variation for
separating a few species from their relatives.
S. sect. Aucheriana Bhattacharjee (Figs. 4–11)
Almost all types of glandular trichomes are observed
simultaneously on individual plants. The simple trichomes in this section are thin walled, swollen at internodes and smooth on surface (Table 2, Figs. 4–11). The
species of the sect. Aucheriana macro-morphologically
provide a homogeneous group characterized by spinescent leaves, calyx teeth, characteristic shoot structures as
well as distinct bracts. The species of this section which
is endemic to West Iran can be divided into two groups
each of three species. One group, with S. ixodes,
S. pilifera and S. aucheri, is characterized by very long
spreading trichomes (up to 2.5 mm) beside a widely
distributed rhizomatous growth habit and flexuous
branches, while another group including S. acerosa,
S. koelzii, and S. multicaulis is defined by shorter (up to
1 mm) and appressed trichomes, as well as cushion
379
forming habit and more rigid branches. The high
variation provided by the trichomes among the species
of this section can be used as effective means for
separating taxa in this section.
S. sect. Eriostomum (Hoffmanns. & Link) Dum.
(Figs. 12–15)
In this homogeneous section (Bhattacharjee, 1982),
the dense and vermiform (lanate) trichomes covering the
underlying glandular layer are characteristic. Although
vermiform trichomes are observed in S. lavandulifolia
(sect. Zietenia) too, these are stellate at base in this
species, while they are more or less tuberculate in sect.
Eriostomum.
The species of this section are suggested to be
primitive in the genus based on 5S-NTS sequences of
nuclear ribosomal DNA (Lindqvist and Albert, 2002).
Based on outgroups suggested for Stachys s.str. clade
(Lindqvist and Albert, 2002) the occurrence of long
vermiculate trichomes should be considered as a
plesiomorphy in Stachys.
S. sect. Fragilicaulis Bhattacharjee (Figs. 16–23)
The members of this section were divided into two
separate sections: subsect. Fragiles and Multibracteolatae (Bhattacharjee, 1982; Rechinger, 1982). Two
species of the latter, i.e. S. kermanshahensis and
S. veroniciformis, are characterized by stalked glandular
trichomes, which occur also in S. benthamiana of
subsect. Fragiles. Moreover, the presence of dense, long
and simple trichomes in S. kermanshahensis can be used
for its separation from S. veroniciformis. In subsect.
Fragiles, presence of densely papillose appressed short
trichomes characterizes S. asterocalyx, and the presence
of short glandular trichomes separates all other members of subsect. Fragiles from S. benthamiana with
stalked glandular trichomes. S. kurdica and S. ballotiformis are characterized by a double indumentum
consisting of long spreading simple trichomes mixed
with short subappressed simple ones. However, the long
spreading trichomes are very sparse or even lacking in
S. kurdica. These taxa are morphologically very similar.
Based on our field experiences, it seems that the long
simple trichomes can be fallen with age, and the
short trichomes remain. Therefore, it is likely that
S. ballotiformis is a synonym of S. kurdica (the older
name), and the differences considered as important for
their separation are age dependent and taxonomically
not relevant.
The variation of trichomes in sect. Fragicaulis is high
enough to provide some evidence for separation of
species, but there is no indumentum character that could
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Y. Salmaki et al. / Flora 204 (2009) 371–381
be considered as an important synapomorphy of the
section.
Therefore, trichome micromorphology supports the
unique systematic position of this species.
S. sect. Olisia Dum. (Figs. 24–26)
S. sect. Zietenia (Gled.) Benth. (Figs. 30–32)
Three out of four Iranian species attributed to sect.
Olisia by Bhattacharjee (1982) and Rechinger (1982) are
characterized by non-glandular trichomes. S. pubescens
which is obviously glandular hairy differs from other
species also based on pollen morphological characters
(Salmaki et al., 2008a). Based on all available data sect.
Olisia in the present form seems to be a heterogeneous
and probably polyphyletic one. For a comparison
between this section and S. montana see below.
Based on trichome micromorphology, this species is
characterized by long vermiform trichomes. These
trichomes are stellate at base and the longest one among
the studied species. The glandular trichomes in this
species are extremely short (up to 10 mm) and clavate at
apex. All these features correlate this species to Betonica
(not shown) and suggest a basal position for this section.
S. sect. Setifolia Bhattacharjee (Fig. 27)
S. setifera with its three subspecies is the only member
of this monotypic section. All these subspecies possess
stalked capitate glandular trichomes with a thin-walled
basal cell, short subappressed simple trichomes as well
as elongated thin walled ones. Similar to other gross
morphological characters, trichome micromorphology
does not provide any support for infraspecific classification in this species, as indumentum characters do not
show any variation between three subspecies introduced
under this species. Moreover, no trichome character is
useful in separating S. setifera from other sections of
Stachys studied here, although according to molecular
studies this species clusters in a same clade as Prasium in
the cladograms obtained from 5S-NTS sequences, as the
most basal group of the so-called clade Stachys s.l.
(Lindqvist and Albert, 2002).
S. sect. Stachys
Both species of this homogeneous section distributed
in Iran possess glandular trichomes, which, however, are
subsessile in S. palustris and stalked mixed with
subsessile in S. sylvatica. Moreover, the simple trichomes are short (about 200 mm) in S. palustris, but long
(up to 2000 mm) in S. sylvatica. Therefore, the type of
indumentum supports the separation of the species of
this section, but it is not enough valuable for characterizing the section.
S. sect. Thamnostachys Kapeller (Figs. 28 and 29)
S. fruticulosa is the only member of this section in
Iran and is highly adapted to extremely dried and severe
conditions of semi-arid areas in NW Iran. The absence
of glandular trichomes is the most characteristic feature
of this species. The trichomes are mostly appressed
and flattened except for their cylindrical basal cell.
S. montana L. (Fig. 33)
Sideritis is nested within a same clade, i.e. Stachys
s.str., as are most species of Stachys in the most recent
molecular systematic study presented on Stachys
(Lindqvist and Albert, 2002). From the point of view
of trichome micromorphology no characteristic trichome feature could be reported here for S. montana.
The trichomes in this species, as the representative of the
genus Sideritis, are most similar to the members of
S. sect. Olisia. The only difference between S. montana
and S. iberica as the lectotype of sect. Olisia is the
presence of glandular trichomes. Therefore, trichome
micromorphology of these investigated Sideritis species
would not provide strong support for separation of
Sideritis from Stachys.
Conclusion
The data presented here show that hair micromorphology is more useful in separation of species within
sections rather than characterizing large natural groups
known as sections, except for few cases. Although there
is only one reliable molecular systematic study on
Stachys (Lindqvist and Albert, 2002) including few
species distributed in Iran, this excellent work can
provide strong supports for evolution of hair characters
in Stachys. One important result of the above mentioned
study is the relative basal position of Betonica compared
with Stachys (Bhattacharjee, 1980; Lindqvist and
Albert, 2002). Betonica is covered by very characteristic
long vermiculate trichomes which are stellate and
branched at base. Moreover, the varied types of
glandular trichomes observed in S. lavandulifolia are
also known in this species. If these two taxa, known as
the sister groups to other Stachys species, represent the
basal taxa in the group, then their indumentum types
can be regarded as plesiomorphic. So, after comparison
with these basal taxa, following evolutionary trends
might be suggested regarding the indumentum in
Stachys: (1) vermiform trichomes with stellate base are
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primitive against vermiform trichomes with tuberculate
base, (2) long vermiform trichomes are primitive against
the short simple trichomes, (3) appressed trichomes are
advanced against spreading trichomes, and (4) loss of
glandular trichomes is advanced against their presence.
Acknowledgements
We are grateful to ‘‘Alexander von Humboldt
Stiftung’’ for a grant to the corresponding author as
well as to the Research Council, University of Tehran
for partial support of this project. Research Institute of
Forests and Rangelands (Tehran) supports this project
in various ways, which is much appreciated. We thank
M. Eshghi (Islamic Azad University, Tehran) for her
assistance in electron microscopy.
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