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Thursday, January 5, 2023

Conifer

From Wikipedia, the free encyclopedia
 
Conifer
Temporal range: 307–0 Ma CarboniferousPresent
Snowfield Peak 8648s.JPG
Conifer forests, though composed of few species, cover vast areas, as in this forest in the Cascade Range of western North America.
Scientific classification e
Kingdom: Plantae
Clade: Tracheophytes
Clade: Gymnosperms
Division: Pinophyta
Class: Pinopsida
Subclasses, orders, and families
Synonyms
  • Coniferophyta
  • Coniferae
  • Pinophytina

Conifers are a group of cone-bearing seed plants, a subset of gymnosperms. Scientifically, they make up the division Pinophyta (/pɪˈnɒfɪtə, ˈpnftə/), also known as Coniferophyta (/ˌkɒnɪfəˈrɒfɪtə, -ftə/) or Coniferae. The division contains a single extant class, Pinopsida. All extant conifers are perennial woody plants with secondary growth. The great majority are trees, though a few are shrubs. Examples include cedars, Douglas-firs, cypresses, firs, junipers, kauri, larches, pines, hemlocks, redwoods, spruces, and yews. As of 1998, the division Pinophyta was estimated to contain eight families, 68 genera, and 629 living species.

Although the total number of species is relatively small, conifers are ecologically important. They are the dominant plants over large areas of land, most notably the taiga of the Northern Hemisphere, but also in similar cool climates in mountains further south. Boreal conifers have many wintertime adaptations. The narrow conical shape of northern conifers, and their downward-drooping limbs, help them shed snow. Many of them seasonally alter their biochemistry to make them more resistant to freezing. While tropical rainforests have more biodiversity and turnover, the immense conifer forests of the world represent the largest terrestrial carbon sink. Conifers are of great economic value for softwood lumber and paper production.

Evolutionary history

The narrow conical shape of northern conifers, and their downward-drooping limbs, help them shed snow.

The earliest conifers appear in the fossil record during the Late Carboniferous (Pennsylvanian), over 300 million years ago. Conifers have been suggested to be most closely related to the Cordaitales, a group of Carboniferous-Permian trees and clambering plants whose reproductive structures have some similarities to those of conifers. The most primitive conifers belong to the paraphyletic assemblage of "walchian conifers", which were small trees, and probably originated in dry upland habitats. The range of conifers expanded during the Early Permian (Cisuralian) to lowlands due to increasing aridity. Walchian conifers were gradually replaced by more advanced voltzialean or "transition" conifers. Conifers were largely unaffected by the Permian–Triassic extinction event, and were dominant land plants of the Mesozoic era. Modern groups of conifers emerged from the Voltziales during the Late Permian through Jurassic. Conifers underwent a major decline in the Late Cretaceous corresponding to the explosive adaptive radiation of flowering plants.

Taxonomy and naming

A coniferous forest pictured in the coat of arms of the Kainuu region in Finland

Conifer is a Latin word, a compound of conus (cone) and ferre (to bear), meaning "the one that bears (a) cone(s)".

The division name Pinophyta conforms to the rules of the International Code of Nomenclature for algae, fungi, and plants (ICN), which state (Article 16.1) that the names of higher taxa in plants (above the rank of family) are either formed from the name of an included family (usually the most common and/or representative), in this case Pinaceae (the pine family), or are descriptive. A descriptive name in widespread use for the conifers (at whatever rank is chosen) is Coniferae (Art 16 Ex 2).

According to the ICN, it is possible to use a name formed by replacing the termination -aceae in the name of an included family, in this case preferably Pinaceae, by the appropriate termination, in the case of this division -ophyta. Alternatively, "descriptive botanical names" may also be used at any rank above family. Both are allowed.

This means that if conifers are considered a division, they may be called Pinophyta or Coniferae. As a class, they may be called Pinopsida or Coniferae. As an order they may be called Pinales or Coniferae or Coniferales.

Conifers are the largest and economically most important component group of the gymnosperms, but nevertheless they comprise only one of the four groups. The division Pinophyta consists of just one class, Pinopsida, which includes both living and fossil taxa. Subdivision of the living conifers into two or more orders has been proposed from time to time. The most commonly seen in the past was a split into two orders, Taxales (Taxaceae only) and Pinales (the rest), but recent research into DNA sequences suggests that this interpretation leaves the Pinales without Taxales as paraphyletic, and the latter order is no longer considered distinct. A more accurate subdivision would be to split the class into three orders, Pinales containing only Pinaceae, Araucariales containing Araucariaceae and Podocarpaceae, and Cupressales containing the remaining families (including Taxaceae), but there has not been any significant support for such a split, with the majority of opinion preferring retention of all the families within a single order Pinales, despite their antiquity and diverse morphology.

Phylogeny of the Pinophyta based on cladistic analysis of molecular data.

As of 2016, the conifers were accepted as composed of seven families, with a total of 65–70 genera and 600–630 species (696 accepted names). The seven most distinct families are linked in the box above right and phylogenetic diagram left. In other interpretations, the Cephalotaxaceae may be better included within the Taxaceae, and some authors additionally recognize Phyllocladaceae as distinct from Podocarpaceae (in which it is included here). The family Taxodiaceae is here included in family Cupressaceae, but was widely recognized in the past and can still be found in many field guides. A new classification and linear sequence based on molecular data can be found in an article by Christenhusz et al.

The conifers are an ancient group, with a fossil record extending back about 300 million years to the Paleozoic in the late Carboniferous period; even many of the modern genera are recognizable from fossils 60–120 million years old. Other classes and orders, now long extinct, also occur as fossils, particularly from the late Paleozoic and Mesozoic eras. Fossil conifers included many diverse forms, the most dramatically distinct from modern conifers being some herbaceous conifers with no woody stems. Major fossil orders of conifers or conifer-like plants include the Cordaitales, Vojnovskyales, Voltziales and perhaps also the Czekanowskiales (possibly more closely related to the Ginkgophyta).

Multiple studies also indicate that the Gnetophyta belong within the conifers despite their distinct appearances, either placing them as a sister group to Pinales (the 'gnepine' hypothesis) or as being more derived than Pinales but sister to the rest of the group. Most recent studies favor the 'gnepine' hypothesis.

Morphology

All living conifers are woody plants, and most are trees, the majority having monopodial growth form (a single, straight trunk with side branches) with strong apical dominance. Many conifers have distinctly scented resin, secreted to protect the tree against insect infestation and fungal infection of wounds. Fossilized resin hardens into amber. The size of mature conifers varies from less than one metre, to over 100 metres. The world's tallest, thickest, largest, and oldest living trees are all conifers. The tallest is a Coast Redwood (Sequoia sempervirens), with a height of 115.55 metres (although one Victorian mountain ash, Eucalyptus regnans, allegedly grew to a height of 140 metres, although the exact dimensions were not confirmed). The thickest, meaning the tree with the greatest trunk diameter, is a Montezuma Cypress (Taxodium mucronatum), 11.42 metres in diameter. The largest tree by three-dimensional volume is a Giant Sequoia (Sequoiadendron giganteum), with a volume 1486.9 cubic metres. The smallest is the pygmy pine (Lepidothamnus laxifolius) of New Zealand, which is seldom taller than 30 cm when mature. The oldest is a Great Basin Bristlecone Pine (Pinus longaeva), 4,700 years old.

Foliage

Pinaceae: needle-like leaves and vegetative buds of Coast Douglas fir (Pseudotsuga menziesii var. menziesii)
 
Araucariaceae: Awl-like leaves of Cook Pine (Araucaria columnaris)
 
In Abies grandis (grand fir), and many other species with spirally arranged leaves, leaf bases are twisted to flatten their arrangement and maximize light capture.
 
Cupressaceae: scale leaves of Lawson's Cypress (Chamaecyparis lawsoniana); scale in mm

Since most conifers are evergreens, the leaves of many conifers are long, thin and have a needle-like appearance, but others, including most of the Cupressaceae and some of the Podocarpaceae, have flat, triangular scale-like leaves. Some, notably Agathis in Araucariaceae and Nageia in Podocarpaceae, have broad, flat strap-shaped leaves. Others such as Araucaria columnaris have leaves that are awl-shaped. In the majority of conifers, the leaves are arranged spirally, exceptions being most of Cupressaceae and one genus in Podocarpaceae, where they are arranged in decussate opposite pairs or whorls of 3 (−4).

In many species with spirally arranged leaves, such as Abies grandis (pictured), the leaf bases are twisted to present the leaves in a very flat plane for maximum light capture. Leaf size varies from 2 mm in many scale-leaved species, up to 400 mm long in the needles of some pines (e.g. Apache Pine, Pinus engelmannii). The stomata are in lines or patches on the leaves and can be closed when it is very dry or cold. The leaves are often dark green in colour, which may help absorb a maximum of energy from weak sunshine at high latitudes or under forest canopy shade.

Conifers from hotter areas with high sunlight levels (e.g. Turkish Pine Pinus brutia) often have yellower-green leaves, while others (e.g. blue spruce, Picea pungens) may develop blue or silvery leaves to reflect ultraviolet light. In the great majority of genera the leaves are evergreen, usually remaining on the plant for several (2–40) years before falling, but five genera (Larix, Pseudolarix, Glyptostrobus, Metasequoia and Taxodium) are deciduous, shedding their leaves in autumn. The seedlings of many conifers, including most of the Cupressaceae, and Pinus in Pinaceae, have a distinct juvenile foliage period where the leaves are different, often markedly so, from the typical adult leaves.

Tree ring structure

A thin section showing the internal structure of conifer wood

Tree rings are records of the influence of environmental conditions, their anatomical characteristics record growth rate changes produced by these changing conditions. The microscopic structure of conifer wood consists of two types of cells: parenchyma, which have an oval or polyhedral shape with approximately identical dimensions in three directions, and strongly elongated tracheids. Tracheids make up more than 90% of timber volume. The tracheids of earlywood formed at the beginning of a growing season have large radial sizes and smaller, thinner cell walls. Then, the first tracheids of the transition zone are formed, where the radial size of cells and thickness of their cell walls changes considerably. Finally, the latewood tracheids are formed, with small radial sizes and greater cell wall thickness. This is the basic pattern of the internal cell structure of conifer tree rings.

Reproduction

Most conifers are monoecious, but some are subdioecious or dioecious; all are wind-pollinated. Conifer seeds develop inside a protective cone called a strobilus. The cones take from four months to three years to reach maturity, and vary in size from 2 mm to 600 mm long.

In Pinaceae, Araucariaceae, Sciadopityaceae and most Cupressaceae, the cones are woody, and when mature the scales usually spread open allowing the seeds to fall out and be dispersed by the wind. In some (e.g. firs and cedars), the cones disintegrate to release the seeds, and in others (e.g. the pines that produce pine nuts) the nut-like seeds are dispersed by birds (mainly nutcrackers, and jays), which break up the specially adapted softer cones. Ripe cones may remain on the plant for a varied amount of time before falling to the ground; in some fire-adapted pines, the seeds may be stored in closed cones for up to 60–80 years, being released only when a fire kills the parent tree.

In the families Podocarpaceae, Cephalotaxaceae, Taxaceae, and one Cupressaceae genus (Juniperus), the scales are soft, fleshy, sweet, and brightly colored, and are eaten by fruit-eating birds, which then pass the seeds in their droppings. These fleshy scales are (except in Juniperus) known as arils. In some of these conifers (e.g. most Podocarpaceae), the cone consists of several fused scales, while in others (e.g. Taxaceae), the cone is reduced to just one seed scale or (e.g. Cephalotaxaceae) the several scales of a cone develop into individual arils, giving the appearance of a cluster of berries.

The male cones have structures called microsporangia that produce yellowish pollen through meiosis. Pollen is released and carried by the wind to female cones. Pollen grains from living pinophyte species produce pollen tubes, much like those of angiosperms. The gymnosperm male gametophytes (pollen grains) are carried by wind to a female cone and are drawn into a tiny opening on the ovule called the micropyle. It is within the ovule that pollen-germination occurs. From here, a pollen tube seeks out the female gametophyte, which contains archegonia each with an egg, and if successful, fertilization occurs. The resulting zygote develops into an embryo, which along with the female gametophyte (nutritional material for the growing embryo) and its surrounding integument, becomes a seed. Eventually, the seed may fall to the ground and, if conditions permit, grow into a new plant.

In forestry, the terminology of flowering plants has commonly though inaccurately been applied to cone-bearing trees as well. The male cone and unfertilized female cone are called male flower and female flower, respectively. After fertilization, the female cone is termed fruit, which undergoes ripening (maturation).

It was found recently that the pollen of conifers transfers the mitochondrial organelles to the embryo, a sort of meiotic drive that perhaps explains why Pinus and other conifers are so productive, and perhaps also has bearing on observed sex-ratio bias.

Life cycle

Conifers are heterosporous, generating two different types of spores: male microspores and female megaspores. These spores develop on separate male and female sporophylls on separate male and female cones. In the male cones, microspores are produced from microsporocytes by meiosis. The microspores develop into pollen grains, which are male gametophytes. Large amounts of pollen are released and carried by the wind. Some pollen grains will land on a female cone for pollination. The generative cell in the pollen grain divides into two haploid sperm cells by mitosis leading to the development of the pollen tube. At fertilization, one of the sperm cells unites its haploid nucleus with the haploid nucleus of an egg cell. The female cone develops two ovules, each of which contains haploid megaspores. A megasporocyte is divided by meiosis in each ovule. Each winged pollen grain is a four celled male gametophyte. Three of the four cells break down leaving only a single surviving cell which will develop into a female multicellular gametophyte. The female gametophytes grow to produce two or more archegonia, each of which contains an egg. Upon fertilization, the diploid egg will give rise to the embryo, and a seed is produced. The female cone then opens, releasing the seeds which grow to a young seedling.

  1. To fertilize the ovum, the male cone releases pollen that is carried on the wind to the female cone. This is pollination. (Male and female cones usually occur on the same plant.)
  2. The pollen fertilizes the female gamete (located in the female cone). Fertilization in some species does not occur until 15 months after pollination.
  3. A fertilized female gamete (called a zygote) develops into an embryo.
  4. A seed develops which contains the embryo. The seed also contains the integument cells surrounding the embryo. This is an evolutionary characteristic of the Spermatophyta.
  5. Mature seed drops out of cone onto the ground.
  6. Seed germinates and seedling grows into a mature plant.
  7. When the plant is mature, it produces cones and the cycle continues.

Female reproductive cycles

Conifer reproduction is synchronous with seasonal changes in temperate zones. Reproductive development slows to a halt during each winter season and then resumes each spring. The male strobilus development is completed in a single year. Conifers are classified by three reproductive cycles that refer to the completion of female strobilus development from initiation to seed maturation. All three types of reproductive cycle have a long gap between pollination and fertilization.

One year reproductive cycle:The genera include Abies, Picea, Cedrus, Pseudotsuga, Tsuga, Keteleeria (Pinaceae) and Cupressus, Thuja, Cryptomeria, Cunninghamia and Sequoia (Cupressaceae). Female strobili are initiated in late summer or fall in a year, then they overwinter. Female strobili emerge followed by pollination in the following spring. Fertilization takes place in summer of the following year, only 3–4 months after pollination. Cones mature and seeds are then shed by the end of that same year. Pollination and fertilization occur in a single growing season.

Two-year reproductive cycle:The genera includes Widdringtonia, Sequoiadendron (Cupressaceae) and most species of Pinus. Female strobilus initials are formed in late summer or fall then overwinter. Female strobili emerge and receive pollen in the first year spring and become conelets. The conelet goes through another winter rest and, in the spring of the 2nd year archegonia form in the conelet. Fertilization of the archegonia occurs by early summer of the 2nd year, so the pollination-fertilization interval exceeds a year. After fertilization, the conelet is considered an immature cone. Maturation occurs by autumn of the 2nd year, at which time seeds are shed. In summary, the 1-year and the 2-year cycles differ mainly in the duration of the pollination- fertilization interval.

Three-year reproductive cycle: Three of the conifer species are pine species (Pinus pinea, Pinus leiophylla, Pinus torreyana) which have pollination and fertilization events separated by a 2-year interval. Female strobili initiated during late summer or autumn in a year, then overwinter until the following spring. Female strobili emerge then pollination occurs in spring of the 2nd year then the pollinated strobili become conelets in the same year (i.e. the second year). The female gametophytes in the conelet develop so slowly that the megaspore does not go through free-nuclear divisions until autumn of the 3rd year. The conelet then overwinters again in the free-nuclear female gametophyte stage. Fertilization takes place by early summer of the 4th year and seeds mature in the cones by autumn of the 4th year.

Tree development

The growth and form of a forest tree are the result of activity in the primary and secondary meristems, influenced by the distribution of photosynthate from its needles and the hormonal gradients controlled by the apical meristems (Fraser et al. 1964). External factors also influence growth and form.

Fraser recorded the development of a single white spruce tree from 1926 to 1961. Apical growth of the stem was slow from 1926 through 1936 when the tree was competing with herbs and shrubs and probably shaded by larger trees. Lateral branches began to show reduced growth and some were no longer in evidence on the 36-year-old tree. Apical growth totaling about 340 m, 370 m, 420 m, 450 m, 500 m, 600 m, and 600 m was made by the tree in the years 1955 through 1961, respectively. The total number of needles of all ages present on the 36-year-old tree in 1961 was 5.25 million weighing 14.25 kg. In 1961, needles as old as 13 years remained on the tree. The ash weight of needles increased progressively with age from about 4% in first-year needles in 1961 to about 8% in needles 10 years old. In discussing the data obtained from the one 11 m tall white spruce, Fraser et al. (1964) speculated that if the photosynthate used in making apical growth in 1961 was manufactured the previous year, then the 4 million needles that were produced up to 1960 manufactured food for about 600,000 mm of apical growth or 730 g dry weight, over 12 million mm3 of wood for the 1961 annual ring, plus 1 million new needles, in addition to new tissue in branches, bark, and roots in 1960. Added to this would be the photosynthate to produce energy to sustain respiration over this period, an amount estimated to be about 10% of the total annual photosynthate production of a young healthy tree. On this basis, one needle produced food for about 0.19 mg dry weight of apical growth, 3 mm3 wood, one-quarter of a new needle, plus an unknown amount of branch wood, bark and roots.

The order of priority of photosynthate distribution is probably: first to apical growth and new needle formation, then to buds for the next year's growth, with the cambium in the older parts of the branches receiving sustenance last. In the white spruce studied by Fraser et al. (1964), the needles constituted 17.5% of the over-day weight. Undoubtedly, the proportions change with time.

Seed-dispersal mechanism

Wind and animal dispersals are two major mechanisms involved in the dispersal of conifer seeds. Wind born seed dispersal involves two processes, namely; local neighborhood dispersal (LND) and long-distance dispersal (LDD). Long-distance dispersal distances range from 11.9–33.7 kilometres (7.4–20.9 mi) from the source. Birds of the crow family, Corvidae, are the primary distributor of the conifer seeds. These birds are known to cache 32,000 pine seeds and transport the seeds as far as 12–22 kilometres (7.5–13.7 mi) from the source. The birds store the seeds in the soil at depths of 2–3 centimetres (0.79–1.18 in) under conditions which favor germination.

Invasive species

A Monterey Pine forest in Sydney, Australia
 

A number of conifers originally introduced for forestry have become invasive species in parts of New Zealand, including radiata pine (Pinus radiata), lodgepole pine (P. contorta), Douglas fir (Pseudotsuga mensiezii) and European larch (Larix decidua).

In parts of South Africa, maritime pine (Pinus pinaster), patula pine (P. patula) and radiata pine have been declared invasive species. These wilding conifers are a serious environmental issue causing problems for pastoral farming and for conservation.

Radiata pine was introduced to Australia in the 1870s. It is "the dominant tree species in the Australian plantation estate" – so much so that many Australians are concerned by the resulting loss of native wildlife habitat. The species is widely regarded as an environmental weed across southeastern and southwestern Australia and the removal of individual plants beyond plantations is encouraged.

Predators

At least 20 species of roundheaded borers of the family Cerambycidae feed on the wood of spruce, fir, and hemlock (Rose and Lindquist 1985). Borers rarely bore tunnels in living trees, although when populations are high, adult beetles feed on tender twig bark, and may damage young living trees. One of the most common and widely distributed borer species in North America is the whitespotted sawyer (Monochamus scutellatus). Adults are found in summer on newly fallen or recently felled trees chewing tiny slits in the bark in which they lay eggs. The eggs hatch in about 2 weeks and the tiny larvae tunnel to the wood and score its surface with their feeding channels. With the onset of cooler weather, they bore into the wood making oval entrance holes and tunnel deeply. Feeding continues the following summer when larvae occasionally return to the surface of the wood and extend the feeding channels generally in a U-shaped configuration. During this time, small piles of frass extruded by the larvae accumulate under logs. Early in the spring of the second year following egg-laying, the larvae, about 30 mm long, pupate in the tunnel enlargement just below the wood surface. The resulting adults chew their way out in early summer, leaving round exit holes, so completing the usual 2-year life cycle.

Globosa, a cultivar of Pinus sylvestris, a northern European species, in the North American Red Butte Garden

Cultivation

Conifers – notably Abies (fir), Cedrus, Chamaecyparis lawsoniana (Lawson's cypress), Cupressus (cypress), juniper, Picea (spruce), Pinus (pine), Taxus (yew), Thuja (cedar) – have been the subject of selection for ornamental purposes (for more information see the silviculture page). Plants with unusual growth habits, sizes, and colours are propagated and planted in parks and gardens throughout the world.

Conditions for growth

Conifers can absorb nitrogen in either the ammonium (NH4+) or nitrate (NO3) form, but the forms are not physiologically equivalent. Form of nitrogen affected both the total amount and relative composition of the soluble nitrogen in white spruce tissues (Durzan and Steward 1967). Ammonium nitrogen was shown to foster arginine and amides and lead to a large increase of free guanidine compounds, whereas in leaves nourished by nitrate as the sole source of nitrogen guanidine compounds were less prominent. Durzan and Steward noted that their results, drawn from determinations made in late summer, did not rule out the occurrence of different interim responses at other times of the year. Ammonium nitrogen produced significantly heavier (dry weight) seedlings with higher nitrogen content after 5 weeks (McFee and Stone 1968) than did the same amount of nitrate nitrogen. Swan (1960) found the same effect in 105-day-old white spruce.

The general short-term effect of nitrogen fertilization on coniferous seedlings is to stimulate shoot growth more so than root growth (Armson and Carman 1961). Over a longer period, root growth is also stimulated. Many nursery managers were long reluctant to apply nitrogenous fertilizers late in the growing season, for fear of increased danger of frost damage to succulent tissues. A presentation at the North American Forest Tree Nursery Soils Workshop at Syracuse in 1980 provided strong contrary evidence: Bob Eastman, President of the Western Maine Forest Nursery Co. stated that for 15 years he has been successful in avoiding winter “burn” to Norway spruce and white spruce in his nursery operation by fertilizing with 50–80 lb/ac (56–90 kg/ha) nitrogen in September, whereas previously winter burn had been experienced annually, often severely. Eastman also stated that the overwintering storage capacity of stock thus treated was much improved (Eastman 1980).

The concentrations of nutrients in plant tissues depend on many factors, including growing conditions. Interpretation of concentrations determined by analysis is easy only when a nutrient occurs in excessively low or occasionally excessively high concentration. Values are influenced by environmental factors and interactions among the 16 nutrient elements known to be essential to plants, 13 of which are obtained from the soil, including nitrogen, phosphorus, potassium, calcium, magnesium, and sulfur, all used in relatively large amounts (Buckman and Brady 1969). Nutrient concentrations in conifers also vary with season, age, and kind of tissue sampled, and analytical technique. The ranges of concentrations occurring in well-grown plants provide a useful guide by which to assess the adequacy of particular nutrients, and the ratios among the major nutrients are helpful guides to nutritional imbalances.

Economic importance

The softwood derived from conifers is of great economic value, providing about 45% of the world's annual lumber production. Other uses of the timber include the production of paper and plastic from chemically treated wood pulp. Some conifers also provide foods such as pine nuts and Juniper berries, the latter used to flavor gin.

Utopian and dystopian fiction

From Wikipedia, the free encyclopedia

Utopian and dystopian fiction are genres of speculative fiction that explore social and political structures. Utopian fiction portrays a setting that agrees with the author's ethos, having various attributes of another reality intended to appeal to readers. Dystopian fiction offers the opposite: the portrayal of a setting that completely disagrees with the author's ethos. Some novels combine both genres, often as a metaphor for the different directions humanity can take depending on its choices, ending up with one of two possible futures. Both utopias and dystopias are commonly found in science fiction and other types of speculative fiction.

More than 400 utopian works in the English language were published prior to the year 1900, with more than a thousand others appearing during the 20th century. This increase is partially associated with the rise in popularity of genre fiction, science fiction and young adult fiction more generally, but also larger scale social change that brought awareness of larger societal or global issues, such as technology, climate change, and growing human population. Some of these trends have created distinct subgenres such as ecotopian fiction, climate fiction, young adult dystopian novels, and feminist dystopian novels.

Subgenres

Utopian fiction

The word utopia was first used in direct context by Sir Thomas More in his 1516 work Utopia. The word utopia resembles both the Greek words outopos ("no place"), and eutopos ("good place"). More's book, written in Latin, sets out a vision of an ideal society. As the title suggests, the work presents an ambiguous and ironic projection of the ideal state. The whimsical nature of the text can be confirmed by the narrator of Utopia's second book, Raphael Hythloday. The Greek root of the name "Hythloday" suggests an 'expert in nonsense'.

An earlier example of a Utopian work from classical antiquity is Plato's The Republic, in which he outlines what he sees as the ideal society and its political system. Later, Tommaso Campanella was influenced by Plato's work and wrote The City of the Sun (1623), which describes a modern utopian society built on equality. Other examples include Samuel Johnson's The History of Rasselas, Prince of Abissinia (1759) and Samuel Butler's Erewhon (1872), which uses an anagram of "nowhere" as its title. This, like much of utopian literature, can be seen as satire; Butler inverts illness and crime, with punishment for the former and treatment for the latter.

One example of the utopian genre's meaning and purpose is described in Fredric Jameson's Archeologies of the Future (2005), which addresses many utopian varieties defined by their program or impulse.

Dystopian fiction

A dystopia is a society characterized by a focus on that which is contrary to the author's ethos, such as mass poverty, public mistrust and suspicion, a police state or oppression. Most authors of dystopian fiction explore at least one reason why things are that way, often as an analogy for similar issues in the real world. Dystopian literature serves to "provide fresh perspectives on problematic social and political practices that might otherwise be taken for granted or considered natural and inevitable". Some dystopias claim to be utopias. Samuel Butler's Erewhon can be seen as a dystopia because of the way sick people are punished as criminals while thieves are "cured" in hospitals, which the inhabitants of Erewhon see as natural and right, i.e., utopian (as mocked in Voltaire's Candide).

Dystopias usually extrapolate elements of contemporary society, and thus can be read as political warnings.

Eschatological literature may portray dystopias.

Examples

The 1921 novel We by Yevgeny Zamyatin portrays a post-apocalyptic future in which society is entirely based on logic and modeled after mechanical systems. George Orwell was influenced by We when he wrote Nineteen Eighty-Four (1949), a novel about Oceania, a state at perpetual war, its population controlled through propaganda. Big Brother and the daily Two Minutes Hate set the tone for an all-pervasive self-censorship. Aldous Huxley's 1932 novel Brave New World started as a parody of utopian fiction, and projected into the year 2540 industrial and social changes he perceived in 1931, leading to industrial success by a coercively persuaded population divided into five castes; the World State kills everyone 60 years old or older. Karin Boye's 1940 novel Kallocain is set in a totalitarian world state where a drug is used to control the individual's thoughts.

Anthony Burgess' 1962 novel A Clockwork Orange is set in a future England that has a subculture of extreme youth violence, and details the protagonist's experiences with the state intent on changing his character at their whim. Margaret Atwood's The Handmaid's Tale (1985) describes a future United States governed by a totalitarian theocracy, where women have no rights, and Stephen King's The Long Walk (1979) describes a similar totalitarian scenario, but depicting the participation of teenage boys in a deadly contest. Examples of young-adult dystopian fiction include (notably all published after 2000) The Hunger Games series by Suzanne Collins, the Divergent series by Veronica Roth, The Power of Five series by Anthony Horowitz, The Maze Runner series by James Dashner, and the Uglies series by Scott Westerfeld. Video games often include dystopias as well; notable examples include the Fallout series, BioShock, and the later games of the Half-Life series.

History of dystopian fiction

The history of dystopian literature can be traced back to the reaction to the French Revolution of 1789 and the prospect that mob rule would produce dictatorship. Until the late 20th century, it was usually anti-collectivist. Dystopian fiction emerged as a response to the utopian. Its early history is traced in Gregory Claeys' Dystopia: A Natural History (Oxford University Press, 2017).

The beginning of technological dystopian fiction can be traced back to E. M. Forster's (1879–1970) "The Machine Stops." M Keith Booker states that "The Machine Stops," We and Brave New World are "the great defining texts of the genre of dystopian fiction, both in [the] vividness of their engagement with real-world social and political issues and in the scope of their critique of the societies on which they focus."

Another important figure in dystopian literature is H.G. Wells, whose work The Time Machine (1895) is also widely seen as a prototype of dystopian literature. Wells' work draws on the social structure of the 19th century, providing a critique of the British class structure at the time. Post World War II, even more dystopian fiction was produced. These works of fiction were interwoven with political commentary: the end of World War II brought about fears of an impending Third World War and a consequent apocalypse.

Modern dystopian fiction draws not only on topics such as totalitarian governments and anarchism, but also pollution, global warming, climate change, health, the economy and technology. Modern dystopian themes are common in the young adult (YA) genre of literature.

Combinations

Many works combine elements of both utopias and dystopias. Typically, an observer from our world will journey to another place or time and see one society the author considers ideal and another representing the worst possible outcome. Usually, the point is that our choices may lead to a better or worse potential future world. Ursula K. Le Guin's Always Coming Home fulfills this model, as does Marge Piercy's Woman on the Edge of Time. In Starhawk's The Fifth Sacred Thing there is no time-travelling observer. However, her ideal society is invaded by a neighbouring power embodying evil repression. In Aldous Huxley's Island, in many ways a counterpoint to his better-known Brave New World, the fusion of the best parts of Buddhist philosophy and Western technology is threatened by the "invasion" of oil companies. As another example, in the "Unwanteds" series by Lisa McMann, a paradox occurs where the outcasts from a complete dystopia are treated to absolute utopia. They believe that those who were privileged in said dystopia were the unlucky ones.

In another literary model, the imagined society journeys between elements of utopia and dystopia over the course of the novel or film. At the beginning of The Giver by Lois Lowry, the world is described as a utopia. However, as the book progresses, the world's dystopian aspects are revealed.

Jonathan Swift's Gulliver's Travels is also sometimes linked with both utopian and dystopian literatures, because it shares the general preoccupation with ideas of good and bad societies. Of the countries Lemuel Gulliver visits, Brobdingnag and Country of the Houyhnhnms approach a utopia; the others have significant dystopian aspects.

Ecotopian fiction

In ecotopian fiction, the author posits either a utopian or dystopian world revolving around environmental conservation or destruction. Danny Bloom coined the term "cli fi" in 2006, with a Twitter boost from Margaret Atwood in 2011, to cover climate change-related fiction, but the theme has existed for decades. Novels dealing with overpopulation, such as Harry Harrison's Make Room! Make Room! (made into movie Soylent Green), were popular in the 1970s, reflecting the widespread concern with the effects of overpopulation on the environment. The novel Nature's End by Whitley Strieber and James Kunetka (1986) posits a future in which overpopulation, pollution, climate change, and resulting superstorms, have led to a popular mass-suicide political movement. Some other examples of ecological dystopias are depictions of Earth in the films Wall-E and Avatar.

While eco-dystopias are more common, a small number of works depicting what might be called eco-utopia, or eco-utopian trends, have also been influential. These include Ernest Callenbach's Ecotopia, an important 20th century example of this genre. Kim Stanley Robinson has written several books dealing with environmental themes, including the Mars trilogy. Most notably, however, his Three Californias Trilogy contrasted an eco-dystopia with an eco-utopia and a sort of middling-future. Robinson has also edited an anthology of short ecotopian fiction, called Future Primitive: The New Ecotopias. Another impactful piece of Robinson's is New York 2140 which focuses on the aftermath of society after a major flooding event, and can be seen through both a utopian and dystopian lens.

There are a few dystopias that have an "anti-ecological" theme. These are often characterized by a government that is overprotective of nature or a society that has lost most modern technology and struggles for survival. A fine example of this is the novel Riddley Walker.

Feminist utopias

Another subgenre is feminist utopias and the overlapping category of feminist science fiction. According to the author Sally Miller Gearhart, “A feminist utopian novel is one which a. contrasts the present with an envisioned idealized society (separated from the present by time or space), b. offers a comprehensive critique of present values/conditions, c. sees men or male institutions as a major cause of present social ills, d. presents women as not only at least the equals of men but also as the sole arbiters of their reproductive functions.”

Utopias have explored the ramification of gender being either a societal construct or a hard-wired imperative. In Mary Gentle's Golden Witchbreed, gender is not chosen until maturity, and gender has no bearing on social roles. In contrast, Doris Lessing's The Marriages Between Zones Three, Four and Five (1980) suggests that men's and women's values are inherent to the sexes and cannot be changed, making a compromise between them essential. In My Own Utopia (1961) by Elisabeth Mann Borgese, gender exists but is dependent upon age rather than sex — genderless children mature into women, some of whom eventually become men. Marge Piercy's novel Woman on the Edge of Time keeps human biology, but removes pregnancy and childbirth from the gender equation by resorting to assisted reproductive technology while allowing both women and men the nurturing experience of breastfeeding.

Utopic single-gender worlds or single-sex societies have long been one of the primary ways to explore implications of gender and gender-differences. One solution to gender oppression or social issues in feminist utopian fiction is to remove men, either showing isolated all-female societies as in Charlotte Perkins Gilman's Herland, or societies where men have died out or been replaced, as in Joanna Russ's A Few Things I Know About Whileaway, where "the poisonous binary gender" has died off. In speculative fiction, female-only worlds have been imagined to come about by the action of disease that wipes out men, along with the development of a technological or mystical method that allows female parthenogenetic reproduction. The resulting society is often shown to be utopian by feminist writers. Many influential feminist utopias of this sort were written in the 1970s; the most often studied examples include Joanna Russ's The Female Man and Suzy McKee Charnas's The Holdfast Chronicles. Such worlds have been portrayed most often by lesbian or feminist authors; their use of female-only worlds allows the exploration of female independence and freedom from patriarchy. The societies may not necessarily be lesbian, or sexual at all — Herland (1915) by Charlotte Perkins Gilman is a famous early example of a sexless society. Charlene Ball writes in Women's Studies Encyclopedia that use of speculative fiction to explore gender roles has been more common in the United States than in Europe and elsewhere.

Utopias imagined by male authors have generally included equality between sexes rather than separation.

Feminist dystopias have become prevalent in young adult fiction, or YA, in recent years, focusing on the relationship between gender identity and the teenager. For instance, the Birthmarked trilogy by Caragh M. O'Brien focuses on a teenage midwife in a future post-apocalyptic world while the second novel in the series places the teenage heroine Gaia in a matriarchy.

Cultural impact

Étienne Cabet's work Travels in Icaria caused a group of followers, the Icarians, to leave France in 1848, and travel to the United States to start a series of utopian settlements in Texas, Illinois, Iowa, California, and elsewhere. These groups lived in communal settings and lasted until 1898.

Among the first decades of the 20th century in Russia, utopian science fiction literature popularity rose extremely due to the fact that the citizens wanted to fantasize about the future instead of just the fact that it was a new, up and coming genre of literature. During the Cold War, however, utopian science fiction became exceptionally prominent among Soviet leaders. Many citizens of the Soviet Russia became dependent on this type of literature because it represented an escape from the real world which was not ideal at the time. Utopian science fiction allowed them to fantasize about how satisfactory it would be to live in a "perfect" world. The Red Star by Alexander Bogdanov was a science fiction book written about a society on Mars. This novel was immensely criticized among Soviet leaders during the Cold War because the book allowed the workforce to dream about their escape from reality. The culture of the labor force was hated by Lenin, the leader of the Soviet Union at the time because he did not want them becoming emotionally attached to such a thing.

Significant other

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