Evolutionary history of plants

From Wikipedia, the free encyclopedia

A Late Silurian sporangium, artificially colored. Green: A spore tetrad. Blue: A spore bearing a trilete mark – the Y-shaped scar. The spores are about 30–35 μm across

 

Phylogenetic plant tree, showing the major clades and traditional groups. Monophyletic groups are in black and paraphyletics in blue. Diagram according to symbiogenetic origin of plant cells, and phylogeny of algae, bryophytes, vascular plants, and flowering plants.

The evolution of plants has resulted in a wide range of complexity, from the earliest algal mats, through multicellular marine and freshwater green algae, terrestrial bryophytes, lycopods and ferns, to the complex gymnosperms and angiosperms of today. While many of the earliest groups continue to thrive, as exemplified by red and green algae in marine environments, more recently derived groups have displaced previously ecologically dominant ones, e.g. the ascendance of flowering plants over gymnosperms in terrestrial environments.

There is evidence that cyanobacteria and multicellular photosynthetic eukaryotes lived in freshwater communities on land as early as 1 billion years ago, and that communities of complex, multicellular photosynthesizing organisms existed on land in the late Precambrian, around 850 million years ago.

Evidence of the emergence of embryophyte land plants first occurs in the mid-Ordovician (~470 million years ago), and by the middle of the Devonian (~390 million years ago), many of the features recognized in land plants today were present, including roots and leaves. Late Devonian (~370 million years ago) free-sporing plants such as Archaeopteris had secondary vascular tissue that produced wood and had formed forests of tall trees. Also by late Devonian, Elkinsia, an early seed fern, had evolved seeds. Evolutionary innovation continued into the Carboniferous and still continues today. Most plant groups were relatively unscathed by the Permo-Triassic extinction event, although the structures of communities changed. This may have set the scene for the appearance of the flowering plants in the Triassic (~200 million years ago), and their later diversification in the Cretaceous and Paleogene. The latest major group of plants to evolve were the grasses, which became important in the mid-Paleogene, from around 40 million years ago. The grasses, as well as many other groups, evolved new mechanisms of metabolism to survive the low CO₂ and warm, dry conditions of the tropics over the last 10 million years.

Colonization of land

Land plants evolved from a group of green algae, perhaps as early as 850 mya, but algae-like plants might have evolved as early as 1 billion years ago. The closest living relatives of land plants are the charophytes, specifically Charales; assuming that the Charales' habit has changed little since the divergence of lineages, this means that the land plants evolved from a branched, filamentous alga dwelling in shallow fresh water, perhaps at the edge of seasonally desiccating pools. However, some recent evidence suggests that land plants might have originated from unicellular terrestrial charophytes similar to extant Klebsormidiophyceae. The alga would have had a haplontic life cycle: it would only very briefly have had paired chromosomes (the diploid condition) when the egg and sperm first fused to form a zygote; this would have immediately divided by meiosis to produce cells with half the number of unpaired chromosomes (the haploid condition). Co-operative interactions with fungi may have helped early plants adapt to the stresses of the terrestrial realm.

The Devonian marks the beginning of extensive land colonization by plants, which – through their effects on erosion and sedimentation – brought about significant climatic change.

 

Cladogram of plant evolution

 

Plants were not the first photosynthesizers on land. Weathering rates suggest that organisms capable of photosynthesis were already living on the land 1,200 million years ago, and microbial fossils have been found in freshwater lake deposits from 1,000 million years ago, but the carbon isotope record suggests that they were too scarce to impact the atmospheric composition until around 850 million years ago. These organisms, although phylogenetically diverse, were probably small and simple, forming little more than an algal scum.

However, evidence of the earliest land plants occurs much later at about 470Ma, in lower middle Ordovician rocks from Saudi Arabia and Gondwana in the form of spores with decay-resistant walls. These spores, known as cryptospores, were produced either singly (monads), in pairs (dyads) or groups of four (tetrads), and their microstructure resembles that of modern liverwort spores, suggesting they share an equivalent grade of organization. Their walls contain sporopollenin – further evidence of an embryophytic affinity. It could be that atmospheric 'poisoning' prevented eukaryotes from colonizing the land prior to this, or it could simply have taken a great time for the necessary complexity to evolve.

Trilete spores similar to those of vascular plants appear soon afterwards, in Upper Ordovician rocks. Depending exactly when the tetrad splits, each of the four spores may bear a "trilete mark", a Y-shape, reflecting the points at which each cell squashed up against its neighbors. However, this requires that the spore walls be sturdy and resistant at an early stage. This resistance is closely associated with having a desiccation-resistant outer wall—a trait only of use when spores must survive out of water. Indeed, even those embryophytes that have returned to the water lack a resistant wall, thus don't bear trilete marks. A close examination of algal spores shows that none have trilete spores, either because their walls are not resistant enough, or in those rare cases where it is, the spores disperse before they are squashed enough to develop the mark, or don't fit into a tetrahedral tetrad.

The earliest megafossils of land plants were thalloid organisms, which dwelt in fluvial wetlands and are found to have covered most of an early Silurian flood plain. They could only survive when the land was waterlogged. There were also microbial mats.

Once plants had reached the land, there were two approaches to dealing with desiccation. Modern bryophytes either avoid it or give in to it, restricting their ranges to moist settings, or drying out and putting their metabolism "on hold" until more water arrives, as in the liverwort genus Targionia. Tracheophytes resist desiccation, by controlling the rate of water loss. They all bear a waterproof outer cuticle layer wherever they are exposed to air (as do some bryophytes), to reduce water loss, but since a total covering would cut them off from CO₂ in the atmosphere early tracheophytes used variable openings, the stomata, to regulate the rate of gas exchange. Tracheophytes also developed vascular tissue to aid in the movement of water within the organisms, and moved away from a gametophyte dominated life cycle. Vascular tissue ultimately also facilitated upright growth without the support of water and paved the way for the evolution of larger plants on land. 

A snowball earth, from around 850-630 mya, is believed to have been caused by early photosynthetic organisms, which reduced the concentration of carbon dioxide and increased the amount of oxygen in the atmosphere. The establishment of a land-based flora increased the rate of accumulation of oxygen in the atmosphere, as the land plants produced oxygen as a waste product. When this concentration rose above 13%, wildfires became possible, evident from charcoal in the fossil record. Apart from a controversial gap in the Late Devonian, charcoal is present ever since.

Charcoalification is an important taphonomic mode. Wildfire or burial in hot volcanic ash drives off the volatile compounds, leaving only a residue of pure carbon. This is not a viable food source for fungi, herbivores or detritovores, so is prone to preservation. It is also robust, so can withstand pressure and display exquisite, sometimes sub-cellular, detail.

Evolution of life cycles

Angiosperm life cycle

 

All multicellular plants have a life cycle comprising two generations or phases. The gametophyte phase has a single set of chromosomes (denoted 1n), and produces gametes (sperm and eggs). The sporophyte phase has paired chromosomes (denoted 2n), and produces spores. The gametophyte and sporophyte phases may be homomorphic, appearing identical in some algae, such as Ulva lactuca, but are very different in all modern land plants, a condition known as heteromorphy.

The pattern in plant evolution has been a shift from homomorphy to heteromorphy. The algal ancestors of land plants were almost certainly haplobiontic, being haploid for all their life cycles, with a unicellular zygote providing the 2N stage. All land plants (i.e. embryophytes) are diplobiontic – that is, both the haploid and diploid stages are multicellular. Two trends are apparent: bryophytes (liverworts, mosses and hornworts) have developed the gametophyte as the dominant phase of the life cycle, with the sporophyte becoming almost entirely dependent on it; vascular plants have developed the sporophyte as the dominant phase, with the gametophytes being particularly reduced in the seed plants. 

It has been proposed that the basis for the emergence of the diploid phase of the life cycle as the dominant phase, is that diploidy allows masking of the expression of deleterious mutations through genetic complementation. Thus if one of the parental genomes in the diploid cells contains mutations leading to defects in one or more gene products, these deficiencies could be compensated for by the other parental genome (which nevertheless may have its own defects in other genes). As the diploid phase was becoming predominant, the masking effect likely allowed genome size, and hence information content, to increase without the constraint of having to improve accuracy of replication. The opportunity to increase information content at low cost is advantageous because it permits new adaptations to be encoded. This view has been challenged, with evidence showing that selection is no more effective in the haploid than in the diploid phases of the lifecycle of mosses and angiosperms.

There are two competing theories to explain the appearance of a diplobiontic lifecycle.

The interpolation theory (also known as the antithetic or intercalary theory) holds that the interpolation of a multicellular sporophyte phase between two successive gametophyte generations was an innovation caused by preceding meiosis in a freshly germinated zygote with one or more rounds of mitotic division, thereby producing some diploid multicellular tissue before finally meiosis produced spores. This theory implies that the first sporophytes bore a very different and simpler morphology to the gametophyte they depended on. This seems to fit well with what is known of the bryophytes, in which a vegetative thalloid gametophyte nurtures a simple sporophyte, which consists of little more than an unbranched sporangium on a stalk. Increasing complexity of the ancestrally simple sporophyte, including the eventual acquisition of photosynthetic cells, would free it from its dependence on a gametophyte, as seen in some hornworts (Anthoceros), and eventually result in the sporophyte developing organs and vascular tissue, and becoming the dominant phase, as in the tracheophytes (vascular plants). This theory may be supported by observations that smaller Cooksonia individuals must have been supported by a gametophyte generation. The observed appearance of larger axial sizes, with room for photosynthetic tissue and thus self-sustainability, provides a possible route for the development of a self-sufficient sporophyte phase.

The alternative hypothesis, called the transformation theory (or homologous theory), posits that the sporophyte might have appeared suddenly by delaying the occurrence of meiosis until a fully developed multicellular sporophyte had formed. Since the same genetic material would be employed by both the haploid and diploid phases they would look the same. This explains the behaviour of some algae, such as Ulva lactuca, which produce alternating phases of identical sporophytes and gametophytes. Subsequent adaption to the desiccating land environment, which makes sexual reproduction difficult, might have resulted in the simplification of the sexually active gametophyte, and elaboration of the sporophyte phase to better disperse the waterproof spores. The tissue of sporophytes and gametophytes of vascular plants such as Rhynia preserved in the Rhynie chert is of similar complexity, which is taken to support this hypothesis. By contrast, with the exception of Psilotum modern vascular plants have heteromorphic sporophytes and gametophytes in which the gametophytes rarely have any vascular tissue.

Evolution of plant anatomy

Arbuscular mycorrhizal symbiosis

There is no evidence that early land plants of the Silurian and early Devonian had roots, although fossil evidence of rhizoids occurs for several species, such as Horneophyton. The earliest land plants did not have vascular systems for transport of water and nutrients either. Aglaophyton, a rootless vascular plant known from Devonian fossils in the Rhynie chert was the first land plant discovered to have had a mycorrhizal relationship with fungi which formed arbuscules, literally "tree-like fungal roots", in a well-defined cylinder of cells (ring in cross section) in the cortex of its stems. The fungi fed on the plant's sugars, in exchange for nutrients generated or extracted from the soil (especially phosphate), to which the plant would otherwise have had no access. Like other rootless land plants of the Silurian and early Devonian Aglaophyton may have relied on arbuscular mycorrhizal fungi for acquisition of water and nutrients from the soil.

The fungi were of the phylum Glomeromycota, a group that probably first appeared 1 billion years ago and still forms arbuscular mycorrhizal associations today with all major land plant groups from bryophytes to pteridophytes, gymnosperms and angiosperms and with more than 80% of vascular plants.

Evidence from DNA sequence analysis indicates that the arbuscular mycorrhizal mutualism arose in the common ancestor of these land plant groups during their transition to land and it may even have been the critical step that enabled them to colonize the land. Appearing as they did before these plants had evolved roots, mycorrhizal fungi would have assisted plants in the acquisition of water and mineral nutrients such as phosphorus, in exchange for organic compounds which they could not synthesize themselves. Such fungi increase the productivity even of simple plants such as liverworts.

Xylem

To photosynthesize, plants must absorb CO₂ from the atmosphere. However, this comes at a price, since making the tissues available for CO₂ to enter allows water to evaporate. Water is lost much faster than CO₂ is absorbed, so plants need to replace it. Early land plants transported water apoplastically, within the porous walls of their cells. Later, they evolved the ability to control water loss (and CO₂ acquisition) through the use of a waterproof outer covering or cuticle perforated by stomata, variable apertures that could open and close to regulate evapotranspiration. Specialised water transport vascular tissues subsequently evolved, first in the form of hydroids, then tracheids and secondary xylem, followed by vessels in flowering plants. As water transport mechanisms and waterproof cuticles evolved, plants could survive without being continually covered by a film of water. This transition from poikilohydry to homoiohydry opened up new potential for colonization.

The high CO₂ concentrations of the Silurian and early Devonian, when plants were first colonizing land, meant that the need for water was relatively low. As CO₂ was withdrawn from the atmosphere by plants, more water was lost in its capture, and more elegant water acquisition and transport mechanisms evolved. Plants then needed a robust internal structure that contained long narrow channels for transporting water from the soil to all the different parts of the above-soil plant, especially to the parts where photosynthesis occurred. By the end of the Carboniferous, when CO₂ concentrations had been reduced to something approaching today's, around 17 times more water was lost per unit of CO₂ uptake. However, even in these "easy" early days, water was at a premium, and had to be transported to parts of the plant from the wet soil to avoid desiccation. Even today, water transport takes advantage of the cohesion-tension property of water. Water can be wicked along a fabric with small spaces, and in narrow columns of water, such as those within the plant cell walls or in tracheids, when molecules evaporate from one end, they pull the molecules behind them along the channels. Therefore, transpiration alone provides the driving force for water transport in plants. However, without dedicated transport vessels, the cohesion-tension mechanism can cause negative pressures sufficient to collapse the water conducting cells, limiting the transport water to no more than a few cm, and therefore limiting the size of the earliest plants.

A banded tube from the Late Silurian/Early Devonian. The bands are difficult to see on this specimen, as an opaque carbonaceous coating conceals much of the tube. Bands are just visible in places on the left half of the image. Scale bar: 20 μm

 

To be free from the constraints of small size and constant moisture that the parenchymatic transport system inflicted, plants needed a more efficient water transport system. During the early Silurian, they developed specialized xylem cells, with walls that were strengthened by bands of lignification (or similar chemical compounds). This process was followed by cell death, allowing the cell contents to be emptied and water to be passed through them. These wider, dead, empty cells, the xylem tracheids, were much more conductive than the inter-cell pathway, and more resistant to collapse under the tension caused by water stress, giving the potential for transport over longer distances.

The early Devonian pretracheophytes Aglaophyton and Horneophyton have unreinforced water transport tubes with wall structures very similar to the hydroids of modern moss sporophytes, but they grew alongside several species of tracheophytes, such as Rhynia gwynne-vaughanii that had well-reinforced xylem tracheids. The earliest macrofossils known to have xylem tracheids are small, mid-Silurian plants of the genus Cooksonia. Plants continued to innovate ways of reducing the resistance to flow within their cells, thereby increasing the efficiency of their water transport. Thickened bands on the walls of tubes, apparent from the early Silurian onwards, are adaptations to increase the resistance to collapse under tension and, when they form single celled conduits, are referred to as tracheids. These, the "next generation" of transport cell design, have a more rigid structure than hydroids, preventing their collapse at higher levels of water tension. Tracheids may have a single evolutionary origin, possibly within the hornworts, uniting all tracheophytes (but they may have evolved more than once).

Water transport requires regulation, and dynamic control is provided by stomata. By adjusting the rate of gas exchange, they can restrict the amount of water lost through transpiration. This is an important role where water supply is not constant, and indeed stomata appear to have evolved before tracheids, since they are present in the sporophytes of mosses and the non-vascular hornworts.

An endodermis may have evolved in the earliest plant roots during the Devonian, but the first fossil evidence for such a structure is Carboniferous. The endodermis in the roots surrounds the water transport tissue and regulates ion exchange (and prevents unwanted pathogens etc. from entering the water transport system). The endodermis can also provide an upwards pressure, forcing water out of the roots when transpiration is not enough of a driver.

Once plants had evolved this level of controlled water transport, they were truly homoiohydric, able to extract water from their environment through root-like organs rather than relying on a film of surface moisture, enabling them to grow to much greater size. As a result of their independence from their surroundings, they lost their ability to survive desiccation – a costly trait to retain.

During the Devonian, maximum xylem diameter increased with time, with the minimum diameter remaining pretty constant. By the Middle Devonian, the tracheid diameter of some plant lineages such as the Zosterophyllophytes had plateaued. Wider tracheids allow water to be transported faster, but the overall transport rate depends also on the overall cross-sectional area of the xylem bundle itself.

While wider tracheids with robust walls make it possible to achieve higher water transport flow rates, this increases the problem of cavitation that occurs when the cohesive tension of the water column is broken, resulting in the formation of a bubble. Pits in tracheid walls have very small diameters, preventing air bubbles from passing through to adjacent tracheids., but at the cost of restricted flow rates. By the Carboniferous, Gymnosperms had developed bordered pits, valve-like structures that seal the pits when one side of a tracheid is depressurized. 

Growing to height also employed another trait of tracheids – the support offered by their lignified walls. Defunct tracheids were retained to form a strong, woody stem, produced in most instances by a secondary xylem. However, in early plants, tracheids were too mechanically vulnerable, and retained a central position, with a layer of tough sclerenchyma on the outer rim of the stems. Even when tracheids do take a structural role, they are supported by sclerenchymatic tissue. 

Tracheids end with walls, which impose a great deal of resistance on flow; vessel members have perforated end walls, and are arranged in series to operate as if they were one continuous vessel. The function of end walls, which were the default state in the Devonian, was probably to avoid embolisms. An embolism is where an air bubble is created in a tracheid. This may happen as a result of freezing, or by gases dissolving out of solution. Once an embolism is formed, it usually cannot be removed (but see later); the affected cell cannot pull water up, and is rendered useless. 

End walls excluded, the tracheids of prevascular plants were able to operate under the same hydraulic conductivity as those of the first vascular plant, Cooksonia.

The size of tracheids is limited as they comprise a single cell; this limits their length, which in turn limits their maximum useful diameter to 80 μm. Conductivity grows with the fourth power of diameter, so increased diameter has huge rewards; vessel elements, consisting of a number of cells, joined at their ends, overcame this limit and allowed larger tubes to form, reaching diameters of up to 500 μm, and lengths of up to 10 m.

Vessels first evolved during the dry, low CO₂ periods of the Late Permian, in the horsetails, ferns and Selaginellales independently, and later appeared in the mid Cretaceous in angiosperms and gnetophytes. Vessels allow the same cross-sectional area of wood to transport around a hundred times more water than tracheids! This allowed plants to fill more of their stems with structural fibers, and also opened a new niche to vines, which could transport water without being as thick as the tree they grew on. Despite these advantages, tracheid-based wood is a lot lighter, thus cheaper to make, as vessels need to be much more reinforced to avoid cavitation.

Evolution of plant morphology

Leaves

The lycopod Isoetes bears microphylls (leaves with a single vascular trace).

 

The branching pattern of megaphyll veins may indicate their origin as webbed, dichotomising branches.

 

Leaf lamina. The megaphyllous leaf architecture arose multiple times in different plant lineages

 

Leaves are the primary photosynthetic organs of a modern plant. The origin of leaves was almost certainly triggered by falling concentrations of atmospheric CO₂ during the Devonian period, increasing the efficiency with which carbon dioxide could be captured for photosynthesis.

Leaves certainly evolved more than once. Based on their structure, they are classified into two types: microphylls, which lack complex venation and may have originated as spiny outgrowths known as enations, and megaphylls, which are large and have complex venation that may have arisen from the modification of groups of branches. It has been proposed that these structures arose independently. Megaphylls, according to Walter Zimmerman's telome theory, have evolved from plants that showed a three-dimensional branching architecture, through three transformations—overtopping, which led to the lateral position typical of leaves, planation, which involved formation of a planar architecture, webbing or fusion, which united the planar branches, thus leading to the formation of a proper leaf lamina. All three steps happened multiple times in the evolution of today's leaves.

It is widely believed that the telome theory is well supported by fossil evidence. However, Wolfgang Hagemann questioned it for morphological and ecological reasons and proposed an alternative theory. Whereas according to the telome theory the most primitive land plants have a three-dimensional branching system of radially symmetrical axes (telomes), according to Hagemann's alternative the opposite is proposed: the most primitive land plants that gave rise to vascular plants were flat, thalloid, leaf-like, without axes, somewhat like a liverwort or fern prothallus. Axes such as stems and roots evolved later as new organs. Rolf Sattler proposed an overarching process-oriented view that leaves some limited room for both the telome theory and Hagemann's alternative and in addition takes into consideration the whole continuum between dorsiventral (flat) and radial (cylindrical) structures that can be found in fossil and living land plants. This view is supported by research in molecular genetics. Thus, James (2009) concluded that "it is now widely accepted that... radiality [characteristic of axes such as stems] and dorsiventrality [characteristic of leaves] are but extremes of a continuous spectrum. In fact, it is simply the timing of the KNOX gene expression!" 

From the point of view of the telome theory, it has been proposed that before the evolution of leaves, plants had the photosynthetic apparatus on the stems. Today's megaphyll leaves probably became commonplace some 360 mya, about 40 my after the simple leafless plants had colonized the land in the Early Devonian. This spread has been linked to the fall in the atmospheric carbon dioxide concentrations in the Late Paleozoic era associated with a rise in density of stomata on leaf surface. This would have resulted in greater transpiration rates and gas exchange, but especially at high CO₂ concentrations, large leaves with fewer stomata would have heated to lethal temperatures in full sunlight. Increasing the stomatal density allowed for a better-cooled leaf, thus making its spread feasible, but increased CO₂ uptake at the expense of decreased water use efficiency.

The rhyniophytes of the Rhynie chert consisted of nothing more than slender, unornamented axes. The early to middle Devonian trimerophytes may be considered leafy. This group of vascular plants are recognizable by their masses of terminal sporangia, which adorn the ends of axes which may bifurcate or trifurcate. Some organisms, such as Psilophyton, bore enations. These are small, spiny outgrowths of the stem, lacking their own vascular supply.

Around the same time, the zosterophyllophytes were becoming important. This group is recognisable by their kidney-shaped sporangia, which grew on short lateral branches close to the main axes. They sometimes branched in a distinctive H-shape. The majority of this group bore pronounced spines on their axes. However, none of these had a vascular trace, and the first evidence of vascularised enations occurs in the Rhynie genus Asteroxylon. The spines of Asteroxylon had a primitive vascular supply – at the very least, leaf traces could be seen departing from the central protostele towards each individual "leaf". A fossil clubmoss known as Baragwanathia had already appeared in the fossil record about 20 million years earlier, in the Late Silurian. In this organism, these leaf traces continue into the leaf to form their mid-vein. One theory, the "enation theory", holds that the leaves developed by outgrowths of the protostele connecting with existing enations, but it is also possible that microphylls evolved by a branching axis forming "webbing".

Asteroxylon and Baragwanathia are widely regarded as primitive lycopods, a group still extant today, represented by the quillworts Isoetes, the spikemosses and the club mosses. Lycopods bear distinctive microphylls, defined as leaves with a single vascular trace. Microphylls could grow to some size, those of Lepidodendrales reaching over a meter in length, but almost all just bear the one vascular bundle. An exception is the rare branching in some Selaginella species. 

The more familiar leaves, megaphylls, are thought to have originated four times independently, in the ferns, horsetails, progymnosperms and seed plants. They appear to have originated by modifying dichotomising branches, which first overlapped (or "overtopped") one another, became flattened or planated and eventually developed "webbing" and evolved gradually into more leaf-like structures. Megaphylls, by Zimmerman's telome theory, are composed of a group of webbed branches and hence the "leaf gap" left where the leaf's vascular bundle leaves that of the main branch resembles two axes splitting. In each of the four groups to evolve megaphylls, their leaves first evolved during the Late Devonian to Early Carboniferous, diversifying rapidly until the designs settled down in the mid Carboniferous.

The cessation of further diversification can be attributed to developmental constraints, but why did it take so long for leaves to evolve in the first place? Plants had been on the land for at least 50 million years before megaphylls became significant. However, small, rare mesophylls are known from the early Devonian genus Eophyllophyton – so development could not have been a barrier to their appearance. The best explanation so far incorporates observations that atmospheric CO₂ was declining rapidly during this time – falling by around 90% during the Devonian. This required an increase in stomatal density by 100 times to maintain rates of photosynthesis. When stomata open to allow water to evaporate from leaves it has a cooling effect, resulting from the loss of latent heat of evaporation. It appears that the low stomatal density in the early Devonian meant that evaporation and evaporative cooling were limited, and that leaves would have overheated if they grew to any size. The stomatal density could not increase, as the primitive steles and limited root systems would not be able to supply water quickly enough to match the rate of transpiration. Clearly, leaves are not always beneficial, as illustrated by the frequent occurrence of secondary loss of leaves, famously exemplified by cacti and the "whisk fern" Psilotum. 

Secondary evolution can also disguise the true evolutionary origin of some leaves. Some genera of ferns display complex leaves which are attached to the pseudostele by an outgrowth of the vascular bundle, leaving no leaf gap. Further, horsetail (Equisetum) leaves bear only a single vein, and appear to be microphyllous; however, both the fossil record and molecular evidence indicate that their forebears bore leaves with complex venation, and the current state is a result of secondary simplification.

Deciduous trees deal with another disadvantage to having leaves. The popular belief that plants shed their leaves when the days get too short is misguided; evergreens prospered in the Arctic circle during the most recent greenhouse earth. The generally accepted reason for shedding leaves during winter is to cope with the weather – the force of wind and weight of snow are much more comfortably weathered without leaves to increase surface area. Seasonal leaf loss has evolved independently several times and is exhibited in the ginkgoales, some pinophyta and certain angiosperms. Leaf loss may also have arisen as a response to pressure from insects; it may have been less costly to lose leaves entirely during the winter or dry season than to continue investing resources in their repair.

Factors influencing leaf architectures

Various physical and physiological factors such as light intensity, humidity, temperature, wind speeds etc. have influenced evolution of leaf shape and size. High trees rarely have large leaves, because they are damaged by high winds. Similarly, trees that grow in temperate or taiga regions have pointed leaves, presumably to prevent nucleation of ice onto the leaf surface and reduce water loss due to transpiration. Herbivory, by mammals and insects, has been a driving force in leaf evolution. An example is that plants of the New Zealand genus Aciphylla have spines on their laminas, which probably functioned to discourage the extinct Moas from feeding on them. Other members of Aciphylla, which did not co-exist with the moas, do not have these spines.

At the genetic level, developmental studies have shown that repression of KNOX genes is required for initiation of the leaf primordium. This is brought about by ARP genes, which encode transcription factors. Repression of KNOX genes in leaf primordia seems to be quite conserved, while expression of KNOX genes in leaves produces complex leaves. The ARP function appears to have arisen early in vascular plant evolution, because members of the primitive group Lycophytes also have a functionally similar gene. Other players that have a conserved role in defining leaf primordia are the phytohormones auxin, gibberelin and cytokinin.

The diversity of leaves

 

The arrangement of leaves or phyllotaxy on the plant body can maximally harvest light and might be expected to be genetically robust. However, in maize, a mutation in only one gene called ABPHYL (ABnormal PHYLlotaxy) is enough to change the phyllotaxy of the leaves, implying that mutational adjustment of a single locus on the genome is enough to generate diversity.

Once the leaf primordial cells are established from the SAM cells, the new axes for leaf growth are defined, among them being the abaxial-adaxial (lower-upper surface) axes. The genes involved in defining this, and the other axes seem to be more or less conserved among higher plants. Proteins of the HD-ZIPIII family have been implicated in defining the adaxial identity. These proteins deviate some cells in the leaf primordium from the default abaxial state, and make them adaxial. In early plants with leaves, the leaves probably just had one type of surface — the abaxial one, the underside of today's leaves. The definition of the adaxial identity occurred some 200 million years after the abaxial identity was established.

How the wide variety of observed plant leaf morphology is generated is a subject of intense research. Some common themes have emerged. One of the most significant is the involvement of KNOX genes in generating compound leaves, as in the tomato. But, this is not universal. For example, the pea uses a different mechanism for doing the same thing. Mutations in genes affecting leaf curvature can also change leaf form, by changing the leaf from flat, to a crinkly shape, like the shape of cabbage leaves. There also exist different morphogen gradients in a developing leaf which define the leaf's axis and may also affect the leaf form. Another class of regulators of leaf development are the micro RNAs.

Roots

The roots (bottom image) of Lepidodendrales (Stigmaria) are thought to be developmentally equivalent to the stems (top), as the similar appearance of "leaf scars" and "root scars" on these specimens from different species demonstrates.

Roots are important to plants for two main reasons: Firstly, they provide anchorage to the substrate; more importantly, they provide a source of water and nutrients from the soil. Roots allowed plants to grow taller and faster. 

The evolution of roots had consequences on a global scale. By disturbing the soil and promoting its acidification (by taking up nutrients such as nitrate and phosphate), they enabled it to weather more deeply, injecting carbon compounds deeper into soils with huge implications for climate. These effects may have been so profound they led to a mass extinction.

While there are traces of root-like impressions in fossil soils in the Late Silurian, body fossils show the earliest plants to be devoid of roots. Many had prostrate branches that sprawled along the ground, with upright axes or thalli dotted here and there, and some even had non-photosynthetic subterranean branches which lacked stomata. The distinction between root and specialized branch is developmental. differing in their branching pattern and in possession of a root cap. So while Siluro-Devonian plants such as Rhynia and Horneophyton possessed the physiological equivalent of roots, roots – defined as organs differentiated from stems – did not arrive until later. Unfortunately, roots are rarely preserved in the fossil record, and our understanding of their evolutionary origin is sparse.

Rhizoids – small structures performing the same role as roots, usually a cell in diameter – probably evolved very early, perhaps even before plants colonized the land; they are recognized in the Characeae, an algal sister group to land plants. That said, rhizoids probably evolved more than once; the rhizines of lichens, for example, perform a similar role. Even some animals (Lamellibrachia) have root-like structures. Rhizoids are clearly visible in the Rhynie chert fossils, and were present in most of the earliest vascular plants, and on this basis seem to have presaged true plant roots.

More advanced structures are common in the Rhynie chert, and many other fossils of comparable early Devonian age bear structures that look like, and acted like, roots. The rhyniophytes bore fine rhizoids, and the trimerophytes and herbaceous lycopods of the chert bore root-like structure penetrating a few centimeters into the soil. However, none of these fossils display all the features borne by modern roots, with the exception of Asteroxylon, which has recently been recognized as bearing roots that evolved independently from those of extant vascular plants. Roots and root-like structures became increasingly common and deeper penetrating during the Devonian, with lycopod trees forming roots around 20 cm long during the Eifelian and Givetian. These were joined by progymnosperms, which rooted up to about a metre deep, during the ensuing Frasnian stage. True gymnosperms and zygopterid ferns also formed shallow rooting systems during the Famennian.

The rhizophores of the lycopods provide a slightly different approach to rooting. They were equivalent to stems, with organs equivalent to leaves performing the role of rootlets. A similar construction is observed in the extant lycopod Isoetes, and this appears to be evidence that roots evolved independently at least twice, in the lycophytes and other plants, a proposition supported by studies showing that roots are initiated and their growth promoted by different mechanisms in lycophytes and euphyllophytes.

A vascular system is indispensable to rooted plants, as non-photosynthesising roots need a supply of sugars, and a vascular system is required to transport water and nutrients from the roots to the rest of the plant. Rooted plants are little more advanced than their Silurian forebears, without a dedicated root system; however, the flat-lying axes can be clearly seen to have growths similar to the rhizoids of bryophytes today.

By the Middle to Late Devonian, most groups of plants had independently developed a rooting system of some nature. As roots became larger, they could support larger trees, and the soil was weathered to a greater depth. This deeper weathering had effects not only on the aforementioned drawdown of CO₂, but also opened up new habitats for colonisation by fungi and animals.

Roots today have developed to the physical limits. They penetrate as much as 60 metres of soil to tap the water table. The narrowest roots are a mere 40 μm in diameter, and could not physically transport water if they were any narrower. The earliest fossil roots recovered, by contrast, narrowed from 3 mm to under 700 μm in diameter; of course, taphonomy is the ultimate control of what thickness can be seen.

Tree form

The trunk of early tree fern Psaronius, showing internal structure. The top of the plant would have been to the left of the image

 

External mold of Lepidodendron trunk showing leaf scars from the Upper Carboniferous of Ohio

 

The early Devonian landscape was devoid of vegetation taller than waist height. Greater height provided a competitive advantage in the harvesting of sunlight for photosynthesis, overshadowing of competitors and in spore distribution, as spores (and later, seeds) could be blown for greater distances if they started higher. An effective vascular system was required in order to achieve greater heights. To attain arborescence, plants had to develop woody tissue that provided both support and water transport, and thus needed to evolve the capacity for secondary growth. The stele of plants undergoing secondary growth is surrounded by a vascular cambium, a ring of meristematic cells which produces more xylem on the inside and phloem on the outside. Since xylem cells comprise dead, lignified tissue, subsequent rings of xylem are added to those already present, forming wood. 

The first plants to develop secondary growth and a woody habit, were apparently the ferns, and as early as the Middle Devonian one species, Wattieza, had already reached heights of 8 m and a tree-like habit.

Other clades did not take long to develop a tree-like stature. The Late Devonian Archaeopteris, a precursor to gymnosperms which evolved from the trimerophytes, reached 30 m in height. The progymnosperms were the first plants to develop true wood, grown from a bifacial cambium. The first appearance of one of them, Rellimia, was in the Middle Devonian. True wood is only thought to have evolved once, giving rise to the concept of a "lignophyte" clade.

Archaeopteris forests were soon supplemented by arborescent lycopods, in the form of Lepidodendrales, which exceeded 50m in height and 2m across at the base. These arborescent lycopods rose to dominate Late Devonian and Carboniferous forests that gave rise to coal deposits. Lepidodendrales differ from modern trees in exhibiting determinate growth: after building up a reserve of nutrients at a lower height, the plants would "bolt" as a single trunk to a genetically determined height, branch at that level, spread their spores and die. They consisted of "cheap" wood to allow their rapid growth, with at least half of their stems comprising a pith-filled cavity. Their wood was also generated by a unifacial vascular cambium – it did not produce new phloem, meaning that the trunks could not grow wider over time.

The horsetail Calamites appeared in the Carboniferous. Unlike the modern horsetail Equisetum, Calamites had a unifacial vascular cambium, allowing them to develop wood and grow to heights in excess of 10 m and to branch repeatedly. 

While the form of early trees was similar to that of today's, the Spermatophytes or seed plants, the group that contain all modern trees, had yet to evolve. The dominant tree groups today are all seed plants, the gymnosperms, which include the coniferous trees, and the angiosperms, which contain all fruiting and flowering trees. No free-sporing trees like Archaeopteris exist in the extant flora. It was long thought that the angiosperms arose from within the gymnosperms, but recent molecular evidence suggests that their living representatives form two distinct groups. The molecular data has yet to be fully reconciled with morphological data, but it is becoming accepted that the morphological support for paraphyly is not especially strong. This would lead to the conclusion that both groups arose from within the pteridosperms, probably as early as the Permian.

The angiosperms and their ancestors played a very small role until they diversified during the Cretaceous. They started out as small, damp-loving organisms in the understorey, and have been diversifying ever since the mid-Cretaceous, to become the dominant member of non-boreal forests today.

Seeds

The fossil seed Trigonocarpus

 

The transitional fossil Runcaria

 

Early land plants reproduced in the fashion of ferns: spores germinated into small gametophytes, which produced eggs and/or sperm. These sperm would swim across moist soils to find the female organs (archegonia) on the same or another gametophyte, where they would fuse with an egg to produce an embryo, which would germinate into a sporophyte.

Heterosporic plants, as their name suggests, bear spores of two sizes – microspores and megaspores. These would germinate to form microgametophytes and megagametophytes, respectively. This system paved the way for ovules and seeds: taken to the extreme, the megasporangia could bear only a single megaspore tetrad, and to complete the transition to true ovules, three of the megaspores in the original tetrad could be aborted, leaving one megaspore per megasporangium.

The transition to ovules continued with this megaspore being "boxed in" to its sporangium while it germinates. Then, the megagametophyte is contained within a waterproof integument, which forms the bulk of the seed. The microgametophyte – a pollen grain which has germinated from a microspore – is employed for dispersal, only releasing its desiccation-prone sperm when it reaches a receptive megagametophyte.

Lycopods and sphenopsids got a fair way down the path to the seed habit without ever crossing the threshold. Fossil lycopod megaspores reaching 1 cm in diameter, and surrounded by vegetative tissue, are known (Lepidocarpon, Achlamydocarpon);– these even germinate into a megagametophyte in situ. However, they fall short of being ovules, since the nucellus, an inner spore-covering layer, does not completely enclose the spore. A very small slit (micropyle) remains, meaning that the megasporangium is still exposed to the atmosphere. This has two consequences – firstly, it means it is not fully resistant to desiccation, and secondly, sperm do not have to "burrow" to access the archegonia of the megaspore.

A Middle Devonian precursor to seed plants from Belgium has been identified predating the earliest seed plants by about 20 million years. Runcaria, small and radially symmetrical, is an integumented megasporangium surrounded by a cupule. The megasporangium bears an unopened distal extension protruding above the multilobed integument. It is suspected that the extension was involved in anemophilous pollination. Runcaria sheds new light on the sequence of character acquisition leading to the seed. Runcaria has all of the qualities of seed plants except for a solid seed coat and a system to guide the pollen to the ovule.

The first spermatophytes (literally: "seed plants") – that is, the first plants to bear true seeds – are called pteridosperms: literally, "seed ferns", so called because their foliage consisted of fern-like fronds, although they were not closely related to ferns. The oldest fossil evidence of seed plants is of Late Devonian age, and they appear to have evolved out of an earlier group known as the progymnosperms. These early seed plants ranged from trees to small, rambling shrubs; like most early progymnosperms, they were woody plants with fern-like foliage. They all bore ovules, but no cones, fruit or similar. While it is difficult to track the early evolution of seeds, the lineage of the seed ferns may be traced from the simple trimerophytes through homosporous Aneurophytes.

This seed model is shared by basically all gymnosperms (literally: "naked seeds"), most of which encase their seeds in a woody cone or fleshy aril (the yew, for example), but none of which fully enclose their seeds. The angiosperms ("vessel seeds") are the only group to fully enclose the seed, in a carpel. 

Fully enclosed seeds opened up a new pathway for plants to follow: that of seed dormancy. The embryo, completely isolated from the external atmosphere and hence protected from desiccation, could survive some years of drought before germinating. Gymnosperm seeds from the Late Carboniferous have been found to contain embryos, suggesting a lengthy gap between fertilisation and germination. This period is associated with the entry into a greenhouse earth period, with an associated increase in aridity. This suggests that dormancy arose as a response to drier climatic conditions, where it became advantageous to wait for a moist period before germinating. This evolutionary breakthrough appears to have opened a floodgate: previously inhospitable areas, such as dry mountain slopes, could now be tolerated, and were soon covered by trees.

Seeds offered further advantages to their bearers: they increased the success rate of fertilised gametophytes, and because a nutrient store could be "packaged" in with the embryo, the seeds could germinate rapidly in inhospitable environments, reaching a size where it could fend for itself more quickly. For example, without an endosperm, seedlings growing in arid environments would not have the reserves to grow roots deep enough to reach the water table before they expired from dehydration. Likewise, seeds germinating in a gloomy understory require an additional reserve of energy to quickly grow high enough to capture sufficient light for self-sustenance. A combination of these advantages gave seed plants the ecological edge over the previously dominant genus Archaeopteris, thus increasing the biodiversity of early forests.

Despite these advantages, it is common for fertilized ovules to fail to mature as seeds. Also during seed dormancy (often associated with unpredictable and stressful conditions) DNA damage accumulates. Thus DNA damage appears to be a basic problem for survival of seed plants, just as DNA damage is a major problem for life in general.

Flowers

The pollen bearing organs of the early "flower" Crossotheca

 

Flowers are modified leaves possessed only by the angiosperms, which are relatively late to appear in the fossil record. The group originated and diversified during the Early Cretaceous and became ecologically significant thereafter. Flower-like structures first appear in the fossil records some ~130 mya, in the Cretaceous. However, more recently, in 2018, scientists reported that the earliest flowers began about 180 million years ago, 50 million years earlier than thought earlier.

Colorful and/or pungent structures surround the cones of plants such as cycads and Gnetales, making a strict definition of the term "flower" elusive.

The main function of a flower is reproduction, which, before the evolution of the flower and angiosperms, was the job of microsporophylls and megasporophylls. A flower can be considered a powerful evolutionary innovation, because its presence allowed the plant world to access new means and mechanisms for reproduction. 

The evolution of syncarps.
a: sporangia borne at tips of leaf
b: Leaf curls up to protect sporangia
c: leaf curls to form enclosed roll
d: grouping of three rolls into a syncarp

The flowering plants have long been assumed to have evolved from within the gymnosperms; according to the traditional morphological view, they are closely allied to the Gnetales. However, as noted above, recent molecular evidence is at odds with this hypothesis, and further suggests that Gnetales are more closely related to some gymnosperm groups than angiosperms, and that extant gymnosperms form a distinct clade to the angiosperms, the two clades diverging some 300 million years ago.

The relationship of stem groups to the angiosperms is important in determining the evolution of flowers. Stem groups provide an insight into the state of earlier "forks" on the path to the current state. Convergence increases the risk of misidentifying stem groups. Since the protection of the megagametophyte is evolutionarily desirable, probably many separate groups evolved protective encasements independently. In flowers, this protection takes the form of a carpel, evolved from a leaf and recruited into a protective role, shielding the ovules. These ovules are further protected by a double-walled integument. 

Penetration of these protective layers needs something more than a free-floating microgametophyte. Angiosperms have pollen grains comprising just three cells. One cell is responsible for drilling down through the integuments, and creating a conduit for the two sperm cells to flow down. The megagametophyte has just seven cells; of these, one fuses with a sperm cell, forming the nucleus of the egg itself, and another joins with the other sperm, and dedicates itself to forming a nutrient-rich endosperm. The other cells take auxiliary roles. This process of "double fertilization" is unique and common to all angiosperms.

The inflorescences of the Bennettitales are strikingly similar to flowers

 

In the fossil record, there are three intriguing groups which bore flower-like structures. The first is the Permian pteridosperm Glossopteris, which already bore recurved leaves resembling carpels. The Mesozoic Caytonia is more flower-like still, with enclosed ovules – but only a single integument. Further, details of their pollen and stamens set them apart from true flowering plants. 

The Bennettitales bore remarkably flower-like organs, protected by whorls of bracts which may have played a similar role to the petals and sepals of true flowers; however, these flower-like structures evolved independently, as the Bennettitales are more closely related to cycads and ginkgos than to the angiosperms.

However, no true flowers are found in any groups save those extant today. Most morphological and molecular analyses place Amborella, the nymphaeales and Austrobaileyaceae in a basal clade called "ANA". This clade appear to have diverged in the early Cretaceous, around 130 million years ago – around the same time as the earliest fossil angiosperm, and just after the first angiosperm-like pollen, 136 million years ago. The magnoliids diverged soon after, and a rapid radiation had produced eudicots and monocots by 125 million years ago. By the end of the Cretaceous 66 million years ago, over 50% of today's angiosperm orders had evolved, and the clade accounted for 70% of global species. It was around this time that flowering trees became dominant over conifers.

The features of the basal "ANA" groups suggest that angiosperms originated in dark, damp, frequently disturbed areas. It appears that the angiosperms remained constrained to such habitats throughout the Cretaceous – occupying the niche of small herbs early in the successional series. This may have restricted their initial significance, but given them the flexibility that accounted for the rapidity of their later diversifications in other habitats.

Some propose that the Angiosperms arose from an unknown Seed Fern, Pteridophyte, and view Cycads as living Seed Ferns with both Seed-Bearing and sterile leaves (Cycas revoluta).

In August 2017, scientists presented a detailed description and 3D image of a reconstruction of possibly the first flower that lived about 140 million years ago.

Origins of the flower

A male flower of Amborella trichopoda. Amborellaceae is considered the sister family of all other flowering plants.

 

The family Amborellaceae is regarded as being the sister clade to all other living flowering plants. The complete genome of Amborella trichopoda is still being sequenced as of March 2012. By comparing its genome with those of all other living flowering plants, it will be possible to work out the most likely characteristics of the ancestor of A. trichopoda and all other flowering plants, i.e. the ancestral flowering plant.

It seems that on the level of the organ, the leaf may be the ancestor of the flower, or at least some floral organs. When some crucial genes involved in flower development are mutated, clusters of leaf-like structures arise in place of flowers. Thus, sometime in history, the developmental program leading to formation of a leaf must have been altered to generate a flower. There probably also exists an overall robust framework within which the floral diversity has been generated. An example of that is a gene called LEAFY (LFY), which is involved in flower development in Arabidopsis thaliana. The homologs of this gene are found in angiosperms as diverse as tomato, snapdragon, pea, maize and even gymnosperms. Expression of Arabidopsis thaliana LFY in distant plants like poplar and citrus also results in flower-production in these plants. The LFY gene regulates the expression of some genes belonging to the MADS-box family. These genes, in turn, act as direct controllers of flower development.

Evolution of the MADS-box family

The members of the MADS-box family of transcription factors play a very important and evolutionarily conserved role in flower development. According to the ABC Model of flower development, three zones — A, B and C — are generated within the developing flower primordium, by the action of some transcription factors, that are members of the MADS-box family. Among these, the functions of the B and C domain genes have been evolutionarily more conserved than the A domain gene. Many of these genes have arisen through gene duplications of ancestral members of this family. Quite a few of them show redundant functions. 

The evolution of the MADS-box family has been extensively studied. These genes are present even in pteridophytes, but the spread and diversity is many times higher in angiosperms. There appears to be quite a bit of pattern into how this family has evolved. Consider the evolution of the C-region gene AGAMOUS (AG). It is expressed in today's flowers in the stamens, and the carpel, which are reproductive organs. Its ancestor in gymnosperms also has the same expression pattern. Here, it is expressed in the strobili, an organ that produces pollen or ovules. Similarly, the B-genes' (AP3 and PI) ancestors are expressed only in the male organs in gymnosperms. Their descendants in the modern angiosperms also are expressed only in the stamens, the male reproductive organ. Thus, the same, then-existing components were used by the plants in a novel manner to generate the first flower. This is a recurring pattern in evolution.

Factors influencing floral diversity

There is enormous variation in floral structure in plants, typically due to changes in the MADS-box genes and their expression pattern. For example, grasses possess unique floral structures. The carpels and stamens are surrounded by scale-like lodicules and two bracts, the lemma and the palea, but genetic evidence and morphology suggest that lodicules are homologous to eudicot petals. The palea and lemma may be homologous to sepals in other groups, or may be unique grass structures.

Another example is that of Linaria vulgaris, which has two kinds of flower symmetries-radial and bilateral. These symmetries are due to epigenetic changes in just one gene called CYCLOIDEA.

Large number of petals in roses is the result of human selection

 

Arabidopsis thaliana has a gene called AGAMOUS that plays an important role in defining how many petals and sepals and other organs are generated. Mutations in this gene give rise to the floral meristem obtaining an indeterminate fate, and proliferation of floral organs in double-flowered forms of roses, carnations and morning glory. These phenotypes have been selected by horticulturists for their increased number of petals. Several studies on diverse plants like petunia, tomato, Impatiens, maize etc. have suggested that the enormous diversity of flowers is a result of small changes in genes controlling their development.

The Floral Genome Project confirmed that the ABC Model of flower development is not conserved across all angiosperms. Sometimes expression domains change, as in the case of many monocots, and also in some basal angiosperms like Amborella. Different models of flower development like the Fading boundaries model, or the Overlapping-boundaries model which propose non-rigid domains of expression, may explain these architectures. There is a possibility that from the basal to the modern angiosperms, the domains of floral architecture have become more and more fixed through evolution.

Flowering time

Another floral feature that has been a subject of natural selection is flowering time. Some plants flower early in their life cycle, others require a period of vernalization before flowering. This outcome is based on factors like temperature, light intensity, presence of pollinators and other environmental signals: genes like CONSTANS (CO), Flowering Locus C (FLC) and FRIGIDA regulate integration of environmental signals into the pathway for flower development. Variations in these loci have been associated with flowering time variations between plants. For example, Arabidopsis thaliana ecotypes that grow in the cold, temperate regions require prolonged vernalization before they flower, while the tropical varieties, and the most common lab strains, don't. This variation is due to mutations in the FLC and FRIGIDA genes, rendering them non-functional.

Many of the genes involved in this process are conserved across all the plants studied. Sometimes though, despite genetic conservation, the mechanism of action turns out to be different. For example, rice is a short-day plant, while Arabidopsis thaliana is a long-day plant. Both plants have the proteins CO and FLOWERING LOCUS T (FT), but, in Arabidopsis thaliana, CO enhances FT production, while in rice, the CO homolog represses FT production, resulting in completely opposite downstream effects.

Theories of flower evolution

The Anthophyte theory was based on the observation that a gymnospermic group Gnetales has a flower-like ovule. It has partially developed vessels as found in the angiosperms, and the megasporangium is covered by three envelopes, like the ovary structure of angiosperm flowers. However, many other lines of evidence show that Gnetales is not related to angiosperms.

The Mostly Male theory has a more genetic basis. Proponents of this theory point out that the gymnosperms have two very similar copies of the gene LFY, while angiosperms just have one. Molecular clock analysis has shown that the other LFY paralog was lost in angiosperms around the same time as flower fossils become abundant, suggesting that this event might have led to floral evolution. According to this theory, loss of one of the LFY paralog led to flowers that were more male, with the ovules being expressed ectopically. These ovules initially performed the function of attracting pollinators, but sometime later, may have been integrated into the core flower.

Mechanisms and players in evolution of plant morphology

The stem-loop secondary structure of a pre-micro RNA from Brassica oleracea

 

While environmental factors are significantly responsible for evolutionary change, they act merely as agents for natural selection. Change is inherently brought about via phenomena at the genetic level: mutations, chromosomal rearrangements, and epigenetic changes. While the general types of mutations hold true across the living world, in plants, some other mechanisms have been implicated as highly significant. 

Genome doubling is a relatively common occurrence in plant evolution and results in polyploidy, which is consequently a common feature in plants. It is estimated that at least half (and probably all) plants have seen genome doubling in their history. Genome doubling entails gene duplication, thus generating functional redundancy in most genes. The duplicated genes may attain new function, either by changes in expression pattern or changes in activity. Polyploidy and gene duplication are believed to be among the most powerful forces in evolution of plant form; though it is not known why genome doubling is such a frequent process in plants. One probable reason is the production of large amounts of secondary metabolites in plant cells. Some of them might interfere in the normal process of chromosomal segregation, causing genome duplication.

Top: teosinte, bottom: maize, middle: maize-teosinte hybrid

 

In recent times, plants have been shown to possess significant microRNA families, which are conserved across many plant lineages. In comparison to animals, while the number of plant miRNA families are lesser than animals, the size of each family is much larger. The miRNA genes are also much more spread out in the genome than those in animals, where they are more clustered. It has been proposed that these miRNA families have expanded by duplications of chromosomal regions. Many miRNA genes involved in regulation of plant development have been found to be quite conserved between plants studied.

Domestication of plants like maize, rice, barley, wheat etc. has also been a significant driving force in their evolution. Research concerning the origin of maize has found that it is a domesticated derivative of a wild plant from Mexico called teosinte. Teosinte belongs to the genus Zea, just as maize, but bears very small inflorescence, 5–10 hard cobs and a highly branched and spread out stem.

Cauliflower – Brassica oleracea var. botrytis

 

Crosses between a particular teosinte variety and maize yields fertile offspring that are intermediate in phenotype between maize and teosinte. QTL analysis has also revealed some loci that, when mutated in maize, yield a teosinte-like stem or teosinte-like cobs. Molecular clock analysis of these genes estimates their origins to some 9,000 years ago, well in accordance with other records of maize domestication. It is believed that a small group of farmers must have selected some maize-like natural mutant of teosinte some 9,000 years ago in Mexico, and subjected it to continuous selection to yield the familiar maize plant of today.

The edible cauliflower is a domesticated version of the wild plant Brassica oleracea, which does not possess the dense undifferentiated inflorescence, called the curd, that cauliflower possesses. 

Cauliflower possesses a single mutation in a gene called CAL, controlling meristem differentiation into inflorescence. This causes the cells at the floral meristem to gain an undifferentiated identity and, instead of growing into a flower, they grow into a dense mass of inflorescence meristem cells in arrested development. This mutation has been selected through domestication since at least the time of the Greek empire.

Evolution of photosynthetic pathways

The C₄ carbon concentrating mechanism

The C₄ metabolic pathway is a valuable recent evolutionary innovation in plants, involving a complex set of adaptive changes to physiology and gene expression patterns.

Photosynthesis is a complex chemical pathway facilitated by a range of enzymes and co-enzymes. The enzyme RuBisCO is responsible for "fixing" CO₂ – that is, it attaches it to a carbon-based molecule to form a sugar, which can be used by the plant, releasing an oxygen molecule. However, the enzyme is notoriously inefficient, and, as ambient temperature rises, will increasingly fix oxygen instead of CO₂ in a process called photorespiration. This is energetically costly as the plant has to use energy to turn the products of photorespiration back into a form that can react with CO₂.

Concentrating carbon

C₄ plants evolved carbon concentrating mechanisms that work by increasing the concentration of CO₂ around RuBisCO, and excluding oxygen, thereby increasing the efficiency of photosynthesis by decreasing photorespiration. The process of concentrating CO₂ around RuBisCO requires more energy than allowing gases to diffuse, but under certain conditions – i.e. warm temperatures (greater than 25 °C), low CO₂ concentrations, or high oxygen concentrations – pays off in terms of the decreased loss of sugars through photorespiration. 

One type of C₄ metabolism employs a so-called Kranz anatomy. This transports CO₂ through an outer mesophyll layer, via a range of organic molecules, to the central bundle sheath cells, where the CO₂ is released. In this way, CO₂ is concentrated near the site of RuBisCO operation. Because RuBisCO is operating in an environment with much more CO₂ than it otherwise would be, it performs more efficiently. 

A second mechanism, CAM photosynthesis, temporally separates photosynthesis from the action of RuBisCO. RuBisCO only operates during the day, when stomata are sealed and CO₂ is provided by the breakdown of the chemical malate. More CO₂ is then harvested from the atmosphere when stomata open, during the cool, moist nights, reducing water loss.

Evolutionary record

These two pathways, with the same effect on RuBisCO, evolved a number of times independently – indeed, C₄ alone arose 62 times in 18 different plant families. A number of 'pre-adaptations' seem to have paved the way for C4, leading to its clustering in certain clades: it has most frequently been innovated in plants that already had features such as extensive vascular bundle sheath tissue. Many potential evolutionary pathways resulting in the C₄ phenotype are possible and have been characterized using Bayesian inference, confirming that non-photosynthetic adaptations often provide evolutionary stepping stones for the further evolution of C₄.

The C₄ construction is used by a subset of grasses, while CAM is employed by many succulents and cacti. The C₄ trait appears to have emerged during the Oligocene, around 25 to 32 million years ago; however, they did not become ecologically significant until the Miocene, 6 to 7 million years ago. Remarkably, some charcoalified fossils preserve tissue organised into the Kranz anatomy, with intact bundle sheath cells, allowing the presence C₄ metabolism to be identified. Isotopic markers are used to deduce their distribution and significance. C₃ plants preferentially use the lighter of two isotopes of carbon in the atmosphere, ¹²C, which is more readily involved in the chemical pathways involved in its fixation. Because C₄ metabolism involves a further chemical step, this effect is accentuated. Plant material can be analysed to deduce the ratio of the heavier ¹³C to ¹²C. This ratio is denoted δ¹³C. C₃ plants are on average around 14‰ (parts per thousand) lighter than the atmospheric ratio, while C₄ plants are about 28‰ lighter. The δ¹³C of CAM plants depends on the percentage of carbon fixed at night relative to what is fixed in the day, being closer to C₃ plants if they fix most carbon in the day and closer to C₄ plants if they fix all their carbon at night.

Original fossil material in sufficient quantity to analyse the grass itself is scarce, but horses provide a good proxy. They were globally widespread in the period of interest, and browsed almost exclusively on grasses. There's an old phrase in isotope paleontology, "you are what you eat (plus a little bit)" – this refers to the fact that organisms reflect the isotopic composition of whatever they eat, plus a small adjustment factor. There is a good record of horse teeth throughout the globe, and their δ¹³C record shows a sharp negative inflection around 6 to 7 million years ago, during the Messinian that is interpreted as resulting from the rise of C₄ plants on a global scale.

When is C₄ an advantage?

While C₄ enhances the efficiency of RuBisCO, the concentration of carbon is highly energy intensive. This means that C₄ plants only have an advantage over C₃ organisms in certain conditions: namely, high temperatures and low rainfall. C₄ plants also need high levels of sunlight to thrive. Models suggest that, without wildfires removing shade-casting trees and shrubs, there would be no space for C₄ plants. But, wildfires have occurred for 400 million years – why did C₄ take so long to arise, and then appear independently so many times? The Carboniferous (~300 million years ago) had notoriously high oxygen levels – almost enough to allow spontaneous combustion – and very low CO₂, but there is no C₄ isotopic signature to be found. And there doesn't seem to be a sudden trigger for the Miocene rise. 

During the Miocene, the atmosphere and climate were relatively stable. If anything, CO₂ increased gradually from 14 to 9 million years ago before settling down to concentrations similar to the Holocene. This suggests that it did not have a key role in invoking C₄ evolution. Grasses themselves (the group which would give rise to the most occurrences of C₄) had probably been around for 60 million years or more, so had had plenty of time to evolve C₄, which, in any case, is present in a diverse range of groups and thus evolved independently. There is a strong signal of climate change in South Asia; increasing aridity – hence increasing fire frequency and intensity – may have led to an increase in the importance of grasslands. However, this is difficult to reconcile with the North American record. It is possible that the signal is entirely biological, forced by the fire (and elephant?) driven acceleration of grass evolution – which, both by increasing weathering and incorporating more carbon into sediments, reduced atmospheric CO₂ levels. Finally, there is evidence that the onset of C₄ from 9 to 7 million years ago is a biased signal, which only holds true for North America, from where most samples originate; emerging evidence suggests that grasslands evolved to a dominant state at least 15Ma earlier in South America.

Evolution of transcriptional regulation

Transcription factors and transcriptional regulatory networks play key roles in plant development and stress responses, as well as their evolution. During plant landing, many novel transcription factor families emerged and are preferentially wired into the networks of multicellular development, reproduction, and organ development, contributing to more complex morphogenesis of land plants.

Evolution of secondary metabolism

Structure of Azadirachtin, a terpenoid produced by the Neem plant, which helps ward off microbes and insects. Many secondary metabolites have complex structures

 

Secondary metabolites are essentially low molecular weight compounds, sometimes having complex structures, that are not essential for the normal processes of growth, development, or reproduction. They function in processes as diverse as immunity, anti-herbivory, pollinator attraction, communication between plants, maintaining symbiotic associations with soil flora, or enhancing the rate of fertilization, and hence are significant from the evo-devo perspective. Secondary metabolites are structurally and functionally diverse, and it is estimated that hundreds of thousands of enzymes might be involved in the process of producing them, with about 15–25% of the genome coding for these enzymes, and every species having its unique arsenal of secondary metabolites. Many of these metabolites, such as salicylic acid are of medical significance to humans. 

The purpose of producing so many secondary metabolites, with a significant proportion of the metabolome devoted to this activity is unclear. It is postulated that most of these chemicals help in generating immunity and, in consequence, the diversity of these metabolites is a result of a constant arms race between plants and their parasites. Some evidence supports this case. A central question involves the reproductive cost to maintaining such a large inventory of genes devoted to producing secondary metabolites. Various models have been suggested that probe into this aspect of the question, but a consensus on the extent of the cost has yet to be established; as it is still difficult to predict whether a plant with more secondary metabolites increases its survival or reproductive success compared to other plants in its vicinity. 

Secondary metabolite production seems to have arisen quite early during evolution. In plants, they seem to have spread out using mechanisms including gene duplications or the evolution of novel genes. Furthermore, research has shown that diversity in some of these compounds may be positively selected for. Although the role of novel gene evolution in the evolution of secondary metabolism is clear, there are several examples where new metabolites have been formed by small changes in the reaction. For example, cyanogen glycosides have been proposed to have evolved multiple times in different plant lineages. There are several such instances of convergent evolution. For example, enzymes for synthesis of limonene – a terpene – are more similar between angiosperms and gymnosperms than to their own terpene synthesis enzymes. This suggests independent evolution of the limonene biosynthetic pathway in these two lineages.

Coevolution of plants and fungal parasites

An additional contributing factor in some plants leading to evolutionary change is the force due to coevolution with fungal parasites. In an environment with a fungal parasite, which is common in nature, the plants must make adaptation in an attempt to evade the harmful effects of the parasite.

Whenever a parasitic fungus is siphoning limited resources away from a plant, there is selective pressure for a phenotype that is better able to prevent parasitic attack from fungi. At the same time, fungi that are better equipped to evade the defenses of the plant will have greater fitness level. The combination of these two factors leads to an endless cycle of evolutionary change in the host-pathogen system.

Because each species in the relationship is influenced by a constantly changing symbiont, evolutionary change usually occurs at a faster pace than if the other species was not present. This is true of most instances of coevolution. This makes the ability of a population to quickly evolve vital to its survival. Also, if the pathogenic species is too successful and threatens the survival and reproductive success of the host plants, the pathogenic fungi risk losing their nutrient source for future generations. These factors create a dynamic that shapes the evolutionary changes in both species generation after generation.

Genes that code for defense mechanisms in plants must keep changing to keep up with the parasite that constantly works to evade the defenses. Genes that code for attachment mechanisms are the most dynamic and are directly related to the evading ability of the fungi. The greater the changes in these genes, the more change in the attachment mechanism. After selective forces on the resulting phenotypes, evolutionary change that promotes evasion of host defenses occurs. 

Fungi not only evolve to avoid the defenses of the plants, but they also attempt to prevent the plant from enacting the mechanisms to improve its defenses. Anything the fungi can do to slow the evolution process of the host plants will improve the fitness of future generations because the plant will not be able to keep up with the evolutionary changes of the parasite. One of the main processes by which plants quickly evolve in response to the environment is sexual reproduction. Without sexual reproduction, advantageous traits could not be spread through the plant population as quickly allowing the fungi to gain a competitive advantage. For this reason, the sexual reproductive organs of plants are targets for attacks by fungi. Studies have shown that many different current types of obligate parasitic plant fungi have developed mechanisms to disable or otherwise affect the sexual reproduction of the plants. If successful, the sexual reproduction process slows for the plant, thus slowing down evolutionary change or in extreme cases, the fungi can render the plant sterile creating an advantage for the pathogens. It is unknown exactly how this adaptive trait developed in fungi, but it is clear that the relationship to the plant forced the development of the process.

Some researchers are also studying how a range of factors affect the rate of evolutionary change and the outcomes of change in different environments. For example, as with most evolution, increases in heritability in a population allow for a greater evolutionary response in the presence of selective pressure. For traits specific to the plant-fungi coevolution, researchers have studied how the virulence of the invading pathogen affects the coevolution. Studies involving Mycosphaerella graminicola have consistently showed that virulence of a pathogen does not have a significant impact on the evolutionary track of the host plant.

There can be other factors in that can affect the process of coevolution. For example, in small populations, selection is a relatively weaker force on the population due to genetic drift. Genetic drift increases the likelihood of having fixed alleles which decreases the genetic variance in the population. Therefore, if there is only a small population of plants in an area with the ability to reproduce together, genetic drift may counteract the effects of selection putting the plant in a disadvantageous position to fungi which can evolve at a normal rate. The variance in both the host and pathogen population is a major determinant of evolutionary success compared to the other species. The greater the genetic variance, the faster the species can evolve to counteract the other organism’s avoidance or defensive mechanisms.

Due to the process of pollination for plants, the effective population size is normally larger than for fungi because pollinators can link isolated populations in a way that the fungus is not able. This means positive traits that evolve in non-adjacent but close areas can be passed to nearby areas. Fungi must individually evolve to evade host defenses in each area. This is obviously a clear competitive advantage for the host plants. Sexual reproduction with a broad, high variance population leads to fast evolutionary change and higher reproductive success of offspring.

Environment and climate patterns also play a role in evolutionary outcomes. Studies with oak trees and an obligate fungal parasite at different altitudes clearly show this distinction. For the same species, different altitudinal positions had drastically different rates of evolution and changes in the response to the pathogens due to the organism also in a selective environment due to their surroundings.

Coevolution is a process that is related to the red queen hypothesis. Both the host plant and parasitic fungi have to continue to survive to stay in their ecological niche. If one of the two species in the relationship evolves at a significantly faster rate than the other, the slower species will be at a competitive disadvantage and risk the loss of nutrients. Because the two species in the system are so closely linked, they respond to external environment factors together and each species affects the evolutionary outcome of the other. In other words, each species exerts selective pressure on the other. Population size is also a major factor in the outcome because differences in gene flow and genetic drift could cause evolutionary changes that do not match the direction of selection expected by forces due to the other organism. Coevolution is an important phenomenon necessary for understanding the vital relationship between plants and their fungal parasites.

Plant defense against herbivory

From Wikipedia, the free encyclopedia

Foxgloves produce toxic chemicals including cardiac and steroidal glycosides, deterring herbivory.

 

Plant defense against herbivory or host-plant resistance (HPR) describes a range of adaptations evolved by plants which improve their survival and reproduction by reducing the impact of herbivores. Plants can sense being touched, and they can use several strategies to defend against damage caused by herbivores. Many plants produce secondary metabolites, known as allelochemicals, that influence the behavior, growth, or survival of herbivores. These chemical defenses can act as repellents or toxins to herbivores, or reduce plant digestibility. 

Other defensive strategies used by plants include escaping or avoiding herbivores in any time and/or any place, for example by growing in a location where plants are not easily found or accessed by herbivores, or by changing seasonal growth patterns. Another approach diverts herbivores toward eating non-essential parts, or enhances the ability of a plant to recover from the damage caused by herbivory. Some plants encourage the presence of natural enemies of herbivores, which in turn protect the plant. Each type of defense can be either constitutive (always present in the plant), or induced (produced in reaction to damage or stress caused by herbivores). 

Historically, insects have been the most significant herbivores, and the evolution of land plants is closely associated with the evolution of insects. While most plant defenses are directed against insects, other defenses have evolved that are aimed at vertebrate herbivores, such as birds and mammals. The study of plant defenses against herbivory is important, not only from an evolutionary view point, but also in the direct impact that these defenses have on agriculture, including human and livestock food sources; as beneficial 'biological control agents' in biological pest control programs; as well as in the search for plants of medical importance.

Evolution of defensive traits

Timeline of plant evolution and the beginnings of different modes of insect herbivory

The earliest land plants evolved from aquatic plants around 450 million years ago (Ma) in the Ordovician period. Many plants have adapted to iodine-deficient terrestrial environment by removing iodine from their metabolism, in fact iodine is essential only for animal cells. An important antiparasitic action is caused by the block of the transport of iodide of animal cells inhibiting sodium-iodide symporter (NIS). Many plant pesticides are glycosides (as the cardiac digitoxin) and cyanogenic glycosides which liberate cyanide, which, blocking cytochrome c oxidase and NIS, is poisonous only for a large part of parasites and herbivores and not for the plant cells in which it seems useful in seed dormancy phase. Iodide is not pesticide, but is oxidized, by vegetable peroxidase, to iodine, which is a strong oxidant, it is able to kill bacteria, fungi and protozoa.

The Cretaceous period saw the appearance of more plant defense mechanisms. The diversification of flowering plants (angiosperms) at that time is associated with the sudden burst of speciation in insects. This diversification of insects represented a major selective force in plant evolution, and led to selection of plants that had defensive adaptations. Early insect herbivores were mandibulate and bit or chewed vegetation; but the evolution of vascular plants lead to the co-evolution of other forms of herbivory, such as sap-sucking, leaf mining, gall forming and nectar-feeding.

The relative abundance of different species of plants in ecological communities including forests and grasslands may be determined in part by the level of defensive compounds in the different species. Since the cost of replacement of damaged leaves is higher in conditions where resources are scarce, it may also be that plants growing in areas where water and nutrients are scarce may invest more resources into anti-herbivore defenses.

Records of herbivores

Viburnum lesquereuxii leaf with insect damage; Dakota Sandstone (Cretaceous) of Ellsworth County, Kansas. Scale bar is 10 mm.

 

Our understanding of herbivory in geological time comes from three sources: fossilized plants, which may preserve evidence of defense (such as spines), or herbivore related damage; the observation of plant debris in fossilized animal feces; and the construction of herbivore mouth parts.

Long thought to be a Mesozoic phenomenon, evidence for herbivory is found almost as soon as fossils which could show it. As previously discussed, the first land plants emerged around 450 million years ago; however, herbivory, and therefore the need for plant defenses, has undoubtedly been around for longer. Herbivory first evolved due to marine organisms within ancient lakes and oceans. Within under 20 million years of the first fossils of sporangia and stems towards the close of the Silurian, around 420 million years ago, there is evidence that they were being consumed. Animals fed on the spores of early Devonian plants, and the Rhynie chert also provides evidence that organisms fed on plants using a "pierce and suck" technique. Many plants of this time are preserved with spine-like enations, which may have performed a defensive role before being co-opted to develop into leaves. 

During the ensuing 75 million years, plants evolved a range of more complex organs – from roots to seeds. There was a gap of 50 to 100 million years between each organ evolving, and it being fed upon. Hole feeding and skeletonization are recorded in the early Permian, with surface fluid feeding evolving by the end of that period.

A plain tiger Danaus chrysippus caterpillar making a moat to block defensive chemicals of Calotropis before feeding

Co-evolution

Herbivores are dependent on plants for food, and have evolved mechanisms to obtain this food despite the evolution of a diverse arsenal of plant defenses. Herbivore adaptations to plant defense have been likened to offensive traits and consist of adaptations that allow increased feeding and use of a host plant. Relationships between herbivores and their host plants often results in reciprocal evolutionary change, called co-evolution. When an herbivore eats a plant it selects for plants that can mount a defensive response. In cases where this relationship demonstrates specificity (the evolution of each trait is due to the other), and reciprocity (both traits must evolve), the species are thought to have co-evolved.

The "escape and radiation" mechanism for co-evolution presents the idea that adaptations in herbivores and their host plants have been the driving force behind speciation, and have played a role in the radiation of insect species during the age of angiosperms. Some herbivores have evolved ways to hijack plant defenses to their own benefit, by sequestering these chemicals and using them to protect themselves from predators. Plant defenses against herbivores are generally not complete so plants also tend to evolve some tolerance to herbivory.

Types

Plant defenses can be classified generally as constitutive or induced. Constitutive defenses are always present in the plant, while induced defenses are produced or mobilized to the site where a plant is injured. There is wide variation in the composition and concentration of constitutive defenses and these range from mechanical defenses to digestibility reducers and toxins. Many external mechanical defenses and large quantitative defenses are constitutive, as they require large amounts of resources to produce and are difficult to mobilize. A variety of molecular and biochemical approaches are used to determine the mechanism of constitutive and induced plant defenses responses against herbivory.

Induced defenses include secondary metabolic products, as well as morphological and physiological changes. An advantage of inducible, as opposed to constitutive defenses, is that they are only produced when needed, and are therefore potentially less costly, especially when herbivory is variable. Modes of induced defense include systemic acquired resistance and plant-induced systemic resistance.

Chemical defenses

Persimmon, genus Diospyros, has a high tannin content which gives immature fruit, seen above, an astringent and bitter flavor.

The evolution of chemical defenses in plants is linked to the emergence of chemical substances that are not involved in the essential photosynthetic and metabolic activities. These substances, secondary metabolites, are organic compounds that are not directly involved in the normal growth, development or reproduction of organisms, and often produced as by-products during the synthesis of primary metabolic products. Although these secondary metabolites have been thought to play a major role in defenses against herbivores, a meta-analysis of recent relevant studies has suggested that they have either a more minimal (when compared to other non-secondary metabolites, such as primary chemistry and physiology) or more complex involvement in defense.

Qualitative and quantitative metabolites

Secondary metabolites are often characterized as either qualitative or quantitative. Qualitative metabolites are defined as toxins that interfere with a herbivore's metabolism, often by blocking specific biochemical reactions. Qualitative chemicals are present in plants in relatively low concentrations (often less than 2% dry weight), and are not dosage dependent. They are usually small, water-soluble molecules, and therefore can be rapidly synthesized, transported and stored with relatively little energy cost to the plant. Qualitative allelochemicals are usually effective against non-adapted generalist herbivores. 

Quantitative chemicals are those that are present in high concentration in plants (5 – 40% dry weight) and are equally effective against all specialists and generalist herbivores. Most quantitative metabolites are digestibility reducers that make plant cell walls indigestible to animals. The effects of quantitative metabolites are dosage dependent and the higher these chemicals’ proportion in the herbivore’s diet, the less nutrition the herbivore can gain from ingesting plant tissues. Because they are typically large molecules, these defenses are energetically expensive to produce and maintain, and often take longer to synthesize and transport.

The geranium, for example, produces a unique chemical compound in its petals to defend itself from Japanese beetles. Within 30 minutes of ingestion the chemical paralyzes the herbivore. While the chemical usually wears off within a few hours, during this time the beetle is often consumed by its own predators.

Antiherbivory compounds

Plants have evolved many secondary metabolites involved in plant defense, which are collectively known as antiherbivory compounds and can be classified into three sub-groups: nitrogen compounds (including alkaloids, cyanogenic glycosides, glucosinolates and benzoxazinoids), terpenoids, and phenolics.

Alkaloids are derived from various amino acids. Over 3000 known alkaloids exist, examples include nicotine, caffeine, morphine, cocaine, colchicine, ergolines, strychnine, and quinine. Alkaloids have pharmacological effects on humans and other animals. Some alkaloids can inhibit or activate enzymes, or alter carbohydrate and fat storage by inhibiting the formation phosphodiester bonds involved in their breakdown. Certain alkaloids bind to nucleic acids and can inhibit synthesis of proteins and affect DNA repair mechanisms. Alkaloids can also affect cell membrane and cytoskeletal structure causing the cells to weaken, collapse, or leak, and can affect nerve transmission. Although alkaloids act on a diversity of metabolic systems in humans and other animals, they almost uniformly invoke an bitter taste.

Cyanogenic glycosides are stored in inactive forms in plant vacuoles. They become toxic when herbivores eat the plant and break cell membranes allowing the glycosides to come into contact with enzymes in the cytoplasm releasing hydrogen cyanide which blocks cellular respiration. Glucosinolates are activated in much the same way as cyanogenic glucosides, and the products can cause gastroenteritis, salivation, diarrhea, and irritation of the mouth. Benzoxazinoids, secondary defense metabolites, which are characteristic for grasses (Poaceae), are also stored as inactive glucosides in the plant vacuole. Upon tissue disruption they get into contact with β-glucosidases from the chloroplasts, which enzymatically release the toxic aglucones. Whereas some benzoxazinoids are constitutively present, others are only synthesized following herbivore infestation, and thus, considered inducible plant defenses against herbivory.

The terpenoids, sometimes referred to as isoprenoids, are organic chemicals similar to terpenes, derived from five-carbon isoprene units. There are over 10,000 known types of terpenoids. Most are multicyclic structures which differ from one another in both functional groups, and in basic carbon skeletons. Monoterpenoids, continuing 2 isoprene units, are volatile essential oils such as citronella, limonene, menthol, camphor, and pinene. Diterpenoids, 4 isoprene units, are widely distributed in latex and resins, and can be quite toxic. Diterpenes are responsible for making Rhododendron leaves poisonous. Plant steroids and sterols are also produced from terpenoid precursors, including vitamin D, glycosides (such as digitalis) and saponins (which lyse red blood cells of herbivores).

Phenolics, sometimes called phenols, consist of an aromatic 6-carbon ring bonded to a hydroxy group. Some phenols have antiseptic properties, while others disrupt endocrine activity. Phenolics range from simple tannins to the more complex flavonoids that give plants much of their red, blue, yellow, and white pigments. Complex phenolics called polyphenols are capable of producing many different types of effects on humans, including antioxidant properties. Some examples of phenolics used for defense in plants are: lignin, silymarin and cannabinoids. Condensed tannins, polymers composed of 2 to 50 (or more) flavonoid molecules, inhibit herbivore digestion by binding to consumed plant proteins and making them more difficult for animals to digest, and by interfering with protein absorption and digestive enzymes.

In addition, some plants use fatty acid derivates, amino acids and even peptides as defenses. The cholinergic toxine, cicutoxin of water hemlock, is a polyyne derived from the fatty acid metabolism. β-N-Oxalyl-L-α,β-diaminopropionic acid as simple amino acid is used by the sweet pea which leads also to intoxication in humans. The synthesis of fluoroacetate in several plants is an example of the use of small molecules to disrupt the metabolism of herbivores, in this case the citric acid cycle.

In tropical Sargassum and Turbinaria species that are often preferentially consumed by herbivorous fishes and echinoids, there is a relatively low level of phenolics and tannins.

Mechanical defenses

The prickles on the stem of this raspberry plant, serve as a mechanical defense against herbivory.

 

Many plants have external structural defenses that discourage herbivory. Depending on the herbivore's physical characteristics (i.e. size and defensive armor), plant structural defenses on stems and leaves can deter, injure, or kill the grazer. Some defensive compounds are produced internally but are released onto the plant's surface; for example, resins, lignins, silica, and wax cover the epidermis of terrestrial plants and alter the texture of the plant tissue. The leaves of holly plants, for instance, are very smooth and slippery making feeding difficult. Some plants produce gummosis or sap that traps insects.

Spines and thorns

A plant's leaves and stem may be covered with sharp prickles, spines, thorns, or trichomes- hairs on the leaf often with barbs, sometimes containing irritants or poisons. Plant structural features like spines and thorns reduce feeding by large ungulate herbivores (e.g. kudu, impala, and goats) by restricting the herbivores' feeding rate, or by wearing down the molars. Raphides are sharp needles of calcium oxalate or calcium carbonate in plant tissues, making ingestion painful, damaging a herbivore's mouth and gullet and causing more efficient delivery of the plant's toxins. The structure of a plant, its branching and leaf arrangement may also be evolved to reduce herbivore impact. The shrubs of New Zealand have evolved special wide branching adaptations believed to be a response to browsing birds such as the moas. Similarly, African Acacias have long spines low in the canopy, but very short spines high in the canopy, which is comparatively safe from herbivores such as giraffes.

Coconut palms protect their fruit by surrounding it with multiple layers of armor.

 

Trees such as palms protect their fruit by multiple layers of armor, needing efficient tools to break through to the seed contents. Some plants, notably the grasses, use indigestible silica (and many plants use other relatively indigestible materials such as lignin) to defend themselves against vertebrate and invertebrate herbivores. Plants take up silicon from the soil and deposit it in their tissues in the form of solid silica phytoliths. These mechanically reduce the digestibility of plant tissue, causing rapid wear to vertebrate teeth and insect mandibles, and are effective against herbivores above and below ground. The mechanism may offer future sustainable pest control strategies.

Thigmonastic movements

Thigmonastic movements, those that occur in response to touch, are used as a defense in some plants. The leaves of the sensitive plant, Mimosa pudica, close up rapidly in response to direct touch, vibration, or even electrical and thermal stimuli. The proximate cause of this mechanical response is an abrupt change in the turgor pressure in the pulvini at the base of leaves resulting from osmotic phenomena. This is then spread via both electrical and chemical means through the plant; only a single leaflet need be disturbed. This response lowers the surface area available to herbivores, which are presented with the underside of each leaflet, and results in a wilted appearance. It may also physically dislodge small herbivores, such as insects.

Mimicry and camouflage

Some plants mimic the presence of insect eggs on their leaves, dissuading insect species from laying their eggs there. Because female butterflies are less likely to lay their eggs on plants that already have butterfly eggs, some species of neotropical vines of the genus Passiflora (Passion flowers) contain physical structures resembling the yellow eggs of Heliconius butterflies on their leaves, which discourage oviposition by butterflies.

Indirect defenses

The large and directly defensive thorn-like stipules of Vachellia collinsii are also hollow and offer shelter for ants, which indirectly protect the plant against herbivores.

 

Another category of plant defenses are those features that indirectly protect the plant by enhancing the probability of attracting the natural enemies of herbivores. Such an arrangement is known as mutualism, in this case of the "enemy of my enemy" variety. One such feature are semiochemicals, given off by plants. Semiochemicals are a group of volatile organic compounds involved in interactions between organisms. One group of semiochemicals are allelochemicals; consisting of allomones, which play a defensive role in interspecies communication, and kairomones, which are used by members of higher trophic levels to locate food sources. When a plant is attacked it releases allelochemics containing an abnormal ratio of these herbivore-induced plant volatiles (HIPVs). Predators sense these volatiles as food cues, attracting them to the damaged plant, and to feeding herbivores. The subsequent reduction in the number of herbivores confers a fitness benefit to the plant and demonstrates the indirect defensive capabilities of semiochemicals. Induced volatiles also have drawbacks, however; some studies have suggested that these volatiles attract herbivores.

Plants sometimes provide housing and food items for natural enemies of herbivores, known as "biotic" defense mechanisms, as a means to maintain their presence. For example, trees from the genus Macaranga have adapted their thin stem walls to create ideal housing for an ant species (genus Crematogaster), which, in turn, protects the plant from herbivores. In addition to providing housing, the plant also provides the ant with its exclusive food source; from the food bodies produced by the plant. Similarly, several Acacia tree species have developed stipular spines (direct defenses) that are swollen at the base, forming a hollow structure that provides housing for protective ants. These Acacia trees also produce nectar in extrafloral nectaries on their leaves as food for the ants.

Plant use of endophytic fungi in defense is common. Most plants have endophytes, microbial organisms that live within them. While some cause disease, others protect plants from herbivores and pathogenic microbes. Endophytes can help the plant by producing toxins harmful to other organisms that would attack the plant, such as alkaloid producing fungi which are common in grasses such as tall fescue (Festuca arundinacea).

Leaf shedding and color

There have been suggestions that leaf shedding may be a response that provides protection against diseases and certain kinds of pests such as leaf miners and gall forming insects. Other responses such as the change of leaf colors prior to fall have also been suggested as adaptations that may help undermine the camouflage of herbivores. Autumn leaf color has also been suggested to act as an honest warning signal of defensive commitment towards insect pests that migrate to the trees in autumn.

Costs and benefits

Defensive structures and chemicals are costly as they require resources that could otherwise be used by plants to maximize growth and reproduction. Many models have been proposed to explore how and why some plants make this investment in defenses against herbivores.

Optimal defense hypothesis

The optimal defense hypothesis attempts to explain how the kinds of defenses a particular plant might use reflect the threats each individual plant faces. This model considers three main factors, namely: risk of attack, value of the plant part, and the cost of defense.

The first factor determining optimal defense is risk: how likely is it that a plant or certain plant parts will be attacked? This is also related to the plant apparency hypothesis, which states that a plant will invest heavily in broadly effective defenses when the plant is easily found by herbivores. Examples of apparent plants that produce generalized protections include long-living trees, shrubs, and perennial grasses. Unapparent plants, such as short-lived plants of early successional stages, on the other hand, preferentially invest in small amounts of qualitative toxins that are effective against all but the most specialized herbivores.

The second factor is the value of protection: would the plant be less able to survive and reproduce after removal of part of its structure by a herbivore? Not all plant parts are of equal evolutionary value, thus valuable parts contain more defenses. A plant’s stage of development at the time of feeding also affects the resulting change in fitness. Experimentally, the fitness value of a plant structure is determined by removing that part of the plant and observing the effect. In general, reproductive parts are not as easily replaced as vegetative parts, terminal leaves have greater value than basal leaves, and the loss of plant parts mid-season has a greater negative effect on fitness than removal at the beginning or end of the season. Seeds in particular tend to be very well protected. For example, the seeds of many edible fruits and nuts contain cyanogenic glycosides such as amygdalin. This results from the need to balance the effort needed to make the fruit attractive to animal dispersers while ensuring that the seeds are not destroyed by the animal.

The final consideration is cost: how much will a particular defensive strategy cost a plant in energy and materials? This is particularly important, as energy spent on defense cannot be used for other functions, such as reproduction and growth. The optimal defense hypothesis predicts that plants will allocate more energy towards defense when the benefits of protection outweigh the costs, specifically in situations where there is high herbivore pressure.

Carbon:nutrient balance hypothesis

The carbon:nutrient balance hypothesis, also known as the environmental constraint hypothesis or Carbon Nutrient Balance Model (CNBM), states that the various types of plant defenses are responses to variations in the levels of nutrients in the environment. This hypothesis predicts the Carbon/Nitrogen ratio in plants determines which secondary metabolites will be synthesized. For example, plants growing in nitrogen-poor soils will use carbon-based defenses (mostly digestibility reducers), while those growing in low-carbon environments (such as shady conditions) are more likely to produce nitrogen-based toxins. The hypothesis further predicts that plants can change their defenses in response to changes in nutrients. For example, if plants are grown in low-nitrogen conditions, then these plants will implement a defensive strategy composed of constitutive carbon-based defenses. If nutrient levels subsequently increase, by for example the addition of fertilizers, these carbon-based defenses will decrease.

Growth rate hypothesis

The growth rate hypothesis, also known as the resource availability hypothesis, states that defense strategies are determined by the inherent growth rate of the plant, which is in turn determined by the resources available to the plant. A major assumption is that available resources are the limiting factor in determining the maximum growth rate of a plant species. This model predicts that the level of defense investment will increase as the potential of growth decreases. Additionally, plants in resource-poor areas, with inherently slow-growth rates, tend to have long-lived leaves and twigs, and the loss of plant appendages may result in a loss of scarce and valuable nutrients.

A recent test of this model involved a reciprocal transplants of seedlings of 20 species of trees between clay soils (nutrient rich) and white sand (nutrient poor) to determine whether trade-offs between growth rate and defenses restrict species to one habitat. When planted in white sand and protected from herbivores, seedlings originating from clay outgrew those originating from the nutrient-poor sand, but in the presence of herbivores the seedlings originating from white sand performed better, likely due to their higher levels of constitutive carbon-based defenses. These finding suggest that defensive strategies limit the habitats of some plants.

Growth-differentiation balance hypothesis

The growth-differentiation balance hypothesis states that plant defenses are a result of a tradeoff between "growth-related processes" and "differentiation-related processes" in different environments. Differentiation-related processes are defined as "processes that enhance the structure or function of existing cells (i.e. maturation and specialization)." A plant will produce chemical defenses only when energy is available from photosynthesis, and plants with the highest concentrations of secondary metabolites are the ones with an intermediate level of available resources.

The GDBH also accounts for tradeoffs between growth and defense over a resource availability gradient. In situations where resources (e.g. water and nutrients) limit photosynthesis, carbon supply is predicted to limit both growth and defense. As resource availability increases, the requirements needed to support photosynthesis are met, allowing for accumulation of carbohydrate in tissues. As resources are not sufficient to meet the large demands of growth, these carbon compounds can instead be partitioned into the synthesis of carbon based secondary metabolites (phenolics, tannins, etc.). In environments where the resource demands for growth are met, carbon is allocated to rapidly dividing meristems (high sink strength) at the expense of secondary metabolism. Thus rapidly growing plants are predicted to contain lower levels of secondary metabolites and vice versa. In addition, the tradeoff predicted by the GDBH may change over time, as evidenced by a recent study on Salix spp. Much support for this hypothesis is present in the literature, and some scientists consider the GDBH the most mature of the plant defense hypotheses.

Importance to humans

Agriculture

The variation of plant susceptibility to pests was probably known even in the early stages of agriculture in humans. In historic times, the observation of such variations in susceptibility have provided solutions for major socio-economic problems. The hemipteran pest insect phylloxera was introduced from North America to France in 1860 and in 25 years it destroyed nearly a third (100,000 km²) of French vineyards. Charles Valentine Riley noted that the American species Vitis labrusca was resistant to Phylloxera. Riley, with J. E. Planchon, helped save the French wine industry by suggesting the grafting of the susceptible but high quality grapes onto Vitis labrusca root stocks. The formal study of plant resistance to herbivory was first covered extensively in 1951 by Reginald (R.H.) Painter, who is widely regarded as the founder of this area of research, in his book Plant Resistance to Insects. While this work pioneered further research in the US, the work of Chesnokov was the basis of further research in the USSR.

Fresh growth of grass is sometimes high in prussic acid content and can cause poisoning of grazing livestock. The production of cyanogenic chemicals in grasses is primarily a defense against herbivores.

The human innovation of cooking may have been particularly helpful in overcoming many of the defensive chemicals of plants. Many enzyme inhibitors in cereal grains and pulses, such as trypsin inhibitors prevalent in pulse crops, are denatured by cooking, making them digestible.

It has been known since the late 17th century that plants contain noxious chemicals which are avoided by insects. These chemicals have been used by man as early insecticides; in 1690 nicotine was extracted from tobacco and used as a contact insecticide. In 1773, insect infested plants were treated with nicotine fumigation by heating tobacco and blowing the smoke over the plants. The flowers of Chrysanthemum species contain pyrethrin which is a potent insecticide. In later years, the applications of plant resistance became an important area of research in agriculture and plant breeding, particularly because they can serve as a safe and low-cost alternative to the use of pesticides. The important role of secondary plant substances in plant defense was described in the late 1950s by Vincent Dethier and G.S. Fraenkel. The use of botanical pesticides is widespread and notable examples include Azadirachtin from the neem (Azadirachta indica), d-Limonene from Citrus species, Rotenone from Derris, Capsaicin from chili pepper and Pyrethrum.

Natural materials found in the environment also induce plant resistance as well. Chitosan derived from chitin induce a plant's natural defense response against pathogens, diseases and insects including cyst nematodes, both are approved as biopesticides by the EPA to reduce the dependence on toxic pesticides. 

The selective breeding of crop plants often involves selection against the plant's intrinsic resistance strategies. This makes crop plant varieties particularly susceptible to pests unlike their wild relatives. In breeding for host-plant resistance, it is often the wild relatives that provide the source of resistance genes. These genes are incorporated using conventional approaches to plant breeding, but have also been augmented by recombinant techniques, which allow introduction of genes from completely unrelated organisms. The most famous transgenic approach is the introduction of genes from the bacterial species, Bacillus thuringiensis, into plants. The bacterium produces proteins that, when ingested, kill lepidopteran caterpillars. The gene encoding for these highly toxic proteins, when introduced into the host plant genome, confers resistance against caterpillars, when the same toxic proteins are produced within the plant. This approach is controversial, however, due to the possibility of ecological and toxicological side effects.

Pharmaceutical

Illustration from the 15th-century manuscript Tacuinum Sanitatis detailing the beneficial and harmful properties of Mandrakes

 

Many currently available pharmaceuticals are derived from the secondary metabolites plants use to protect themselves from herbivores, including opium, aspirin, cocaine, and atropine. These chemicals have evolved to affect the biochemistry of insects in very specific ways. However, many of these biochemical pathways are conserved in vertebrates, including humans, and the chemicals act on human biochemistry in ways similar to that of insects. It has therefore been suggested that the study of plant-insect interactions may help in bioprospecting.

There is evidence that humans began using plant alkaloids in medical preparations as early as 3000 B.C. Although the active components of most medicinal plants have been isolated only recently (beginning in the early 19th century) these substances have been used as drugs throughout the human history in potions, medicines, teas and as poisons. For example, to combat herbivory by the larvae of some Lepidoptera species, Cinchona trees produce a variety of alkaloids, the most familiar of which is quinine. Quinine is extremely bitter, making the bark of the tree quite unpalatable, it is also an anti-fever agent, known as Jesuit's bark, and is especially useful in treating malaria.

Throughout history mandrakes (Mandragora officinarum) have been highly sought after for their reputed aphrodisiac properties. However, the roots of the mandrake plant also contain large quantities of the alkaloid scopolamine, which, at high doses, acts as a central nervous system depressant, and makes the plant highly toxic to herbivores. Scopolamine was later found to be medicinally used for pain management prior to and during labor; in smaller doses it is used to prevent motion sickness. One of the most well-known medicinally valuable terpenes is an anticancer drug, taxol, isolated from the bark of the Pacific yew, Taxus brevifolia, in the early 1960s.

Biological pest control

Repellent companion planting, defensive live fencing hedges, and "obstructive-repellent" interplanting, with host-plant resistance species as beneficial 'biological control agents' is a technique in biological pest control programs for: organic gardening, wildlife gardening, sustainable gardening, and sustainable landscaping; in organic farming and sustainable agriculture; and in restoration ecology methods for habitatrestoration projects.