Polyploidization is one of the main mechanisms of the plant speciation process. This phenomenon has been estimated in 15% of flowering plants and 31% of homosporous fern speciation events (Wood et al. 2009). Polyploidy confers several advantages, including the restoration of fertility even when different parental genomes are involved, increased gene diversity linked to the attenuation recessive allele effects by dominant types, alteration in gene expression leading to novel adaptations, and facilitation of selfing and asexual reproduction (Comai 2005). Consequently, polyploids are known to exhibit greater ecological tolerance (Ramsey 2011), adapt more readily to harsh and colder environmental conditions (Kirchheimer et al. 2016), demonstrate enhanced potential for evolutionary novelty and changes in reproductive mechanisms, and display increased reproductive success under suboptimal conditions (te Beest et al. 2012). Conversely, higher ploidy levels may pose challenges such as the risk of aneuploidy due to changes in cellular structure and errors during meiosis (Comai 2005), as well as "unintended" gene silencing, where targeted active alleles can be silenced (Mittelsten Scheid et al. 2003).
Changes in ploidy level may be caused by species fluctuations driven by climatic changes, secondary contact of isolated lineages (Hewitt 2004) or due to cold-induced increased production of unreduced gametes (Brochmann et al. 2004). The Pleistocene alternation of glacial and interglacial periods, causing repeatedly lineages isolation of warm adapted flora and spreading of cold adapted species, played a pivotal role in the evolution of many plant species (Hewitt 2004). As species retreated to lowland areas due to cooling, disjunctive ranges emerged, leading to allopatric speciation (Boucher et al. 2016). Additionally, polyploidization can be commonly associated with sympatric speciation, where ecological speciation and the formation of reproductive barriers take place (Ostevik et al. 2012).
However, both reproductive and geographic barriers between plants of different ploidy levels may not be absolute, with their intensity varying between species and cytotypes (Sonnleitner et al. 2013). Consequently, cytotypic variation can persist even in mixed populations without clear evolutionary significance (Hanušová et al. 2019).
While these mechanisms of speciation are well-studied in angiosperms and ferns, they remain understudied in lycophytes, the earliest diverging vascular plant group. Nevertheless, polyploidization is the source of cytotype variability. In homosporous lycophyte it have been studied sporadically, e.g. in genus Lycopodium (Takamiya and Tanaka 1982), and Huperzia (Beitel and Wagner 1982; Takamiya and Kurita 1983). In contrast, in the heterosporous genus Isoëtes polyploidy is a common phenomenon. And it is connected with varying degrees of fertility associated with different degrees of meiosis irregularities and aneuploidy across taxa (Suissa et al. 2022). Additionally, in Isoëtes, there are indications that polyploidy played a key role in allopatric speciation of new species from isolated lineages (Liu et al. 2004). In Europe, a similar example involves the diversified heterosporous lineages of the Isoëtes lacustris complex, where recently diversified species have been recognized based on chromosome counts and distinctive morphological characters (Brunton et al. 2020).
Our study deals with polyploidy in lycophytes of Central Europe, with a particular focus on the homosporous genus Huperzia. We extensively examined polyploidy in the relatively common mountain lycophyte, H. selago (L.) Schrank and Mart., the sole species of the genus reported thus far in Central Europe. This circumboreal taxon occurs in a very wide range of habitats including mountain forest understory, subalpine and alpine meadows, moist rocks, stony screes and Pinus mugo scrubs (Kaplan et al. 2019). Its chromosome number is reported to be 2n = 264 (Manton 1950). In contrast, from northern Europe H. arctica (Tolm.) Sipliv is reported. It is a circumpolar taxon growing in tundra and alpine meadows (Blockeel 2006) and is believed to have a chromosome number of 2n = 90 (Sorsa 1962, Valentine and Moore 1993; Blockeel 2006). Furthermore, several other taxa were recently reported from the northern Europe such as H. continentalis Testo, A. Haines & A. V. Gilman (Testo et al. 2016), H. europaea Björk, and H. acicularis Björk (Björk 2020). Their distribution, habitat requirements and ploidy level are not sufficiently known as they have not been recognized until recently. In Europe, the genus also includes the Macaronesian endemic species H. suberecta (Lowe) Tardieu, reported from Madeira and the Azores (Blockeel 2006).
In the genus Huperzia, various chromosome numbers have been reported for several Asian species: 2n = 134, 136, 204, 264, 272, 276 and 528 (Ghatak 1965, Beitel and Wagner 1982; Takamiya and Kurita 1983; Takamiya 1984; Li et al. 2024), highlighting significant cytotype variability within the genus. Notably, conflicting chromosome counts have been published for H. selago: 2n = 68 (Hagerup in Hagerup and Peterson 1960, Löve and Löve 1961), 2n = 88 (Harmsen in Löve and Löve 1948), 2n = 90 (Sorsa 1962), and 2n = 264 (Manton 1950). However, some values were later deemed mistaken, correlating with the chromosome number of Lycopodium in the same location or were published as single numbers without proper documentation (Löve and Löve 1965). Studying this material is challenging, as indicated in the literature (Manton 1950; Wagner 1992), and chromosome counts from Europe are therefore relatively scarce.
As an alternative to chromosome counting, flow cytometry is nowadays the most widely used method for detecting ploidy levels and genome size (e.g., Sliwinska et al. 2005). However, common practice requires fresh tissues to be used. In contrast, some studies report the successful use of dried tissues of angiosperms (Tomaszewska et al. 2021), ferns (Wolf et al. 2015), mosses (Bainard et al. 2020), and lycophytes (Little et al. 2007; Bainard et al. 2011b). However, the results obtained from dried tissues should be limited to the ploidy level estimation, interpreting fine (within-ploidy) genome size differences is not recommended at all (Sliwinska et al. 2022). Most of these successful measurements were done from silica gel-dried tissues, but air-dried samples (mosses; Bainard et al. 2020) and herbarium vouchers were also successfully measured, including lycophytes (Selaginella; Little et al. 2007; Bainard et al. 2011b). We adopted a comprehensive approach in our study, comparing fresh, silica-dried, and air-dried (herbarium) H. selago specimens. This allows us to assess the applicability of DNA ploidy level estimation in study materials lacking fresh tissues, such as those from remote areas or existing herbarium specimens.
In samples for which flow cytometry is not feasible or possible (old material, the lab not available to a researcher), traditionally accepted micromorphological characters such as spore abortion, spore size and stomata size, which often correlate with genome size and ploidy, can be employed (Wagner et al. 1986; Ekrt et al. 2021). However, the validity of these characteristics should be tested via calibration.
In this study, we focused on the cytotype diversity and distribution patterns of the widespread mountain lycopod Huperzia selago in broader area of Central Europe. We attempt to answer the following questions: (1) What is the cytotype variation in H. selago in Central Europe? (2) Can individual cytotypes be identified as ploidy levels, corresponding with chromosome counts? (3) Do genome size, stoma size, spore size and spore abortion allow determination of the ploidies? (4) Is estimation of genome size from dried material (silica-dried, herbarium vouchers) reliable?