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Breeding systems in Clivia (Amaryllidaceae): late-acting self-incompatibility and its functional consequences IAN KIEPIEL and STEVEN D. JOHNSON* School of Life Sciences, University of KwaZulu-Natal, P Bag X01, Scottsville, Pietermaritzburg, 3209, South Africa Received 9 July 2013; revised 3 November 2013; accepted for publication 26 November 2013 Late-acting (ovarian) self-incompatibility, characterized by minimal or zero seed production following self-pollen tube growth to the ovules, is expected to show phylogenetic clustering, but can otherwise be difficult to distinguish from early-acting inbreeding depression. In Amaryllidaceae, late-acting self-incompatibility has been proposed for Narcissus (Narcisseae) and Cyrtanthus (Cyrtantheae). Here, we investigate whether it occurs in the horticulturally important genus Clivia (Haemantheae) and test whether species in this genus experience ovule discounting in wild populations. Seed-set results following controlled hand pollinations revealed that Clivia miniata and C. gardenii are largely self-sterile. Self- and cross-pollinated flowers of both species had similar proportions of pollen tubes entering the ovary, and those of C. gardenii also did not differ in the proportions of pollen tubes that penetrated ovules, thus ruling out classical gametophytic self-incompatibility acting in the style, but not early inbreeding depression. Flowers that received equal mixtures of self- and cross-pollen set fewer seeds than those that received cross-pollen only, but it was unclear whether this effect was a result of ovule discounting or interactions on the stigma. The prevention of self-pollination by the emasculation of either single flowers or whole inflorescences in wild populations did not affect seed set, suggesting that ovule discounting is not a major natural limitation on seed production. Flowers typically produce one to three large fleshy seeds from approximately 16 available ovules, even when supplementally hand pollinated, suggesting that fecundity is mostly resource limited. The results of this study suggest that Clivia spp. are largely self-sterile as a result of either a late-acting self-incompatibility system or severe early inbreeding depression, but ovule discounting caused by self-pollination is not a major constraint on fecundity. © 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 175, 155–168. ADDITIONAL KEYWORDS: Clivia gardenii Clivia miniata – late-acting self-sterility – ovule discounting – pollen limitation – resource limitation. INTRODUCTION Most angiosperms have hermaphrodite flowers and c. 50% of these have various mechanisms of genetic self-incompatibility (SI) that prevent self-fertilization (Darlington & Mather, 1949; Brewbaker, 1959; de Nettancourt, 1977). It is now clear that SI evolved numerous times during angiosperm evolution (de Nettancourt, 1997). Resolving the site and timing of self-rejection is important for understanding the origin of SI in plants (Sage et al., 1999), under- standing the functional consequences of SI (Vaughton & Ramsey, 2010) and for overcoming SI in breed- ing programmes (Hinata, Isogai & Isuzugawa, 1994). Particularly controversial is late-acting self- incompatibility (LSI), in which rejection is proposed to occur in the ovary rather than the stigma or style (Sears, 1937; Knight & Rogers, 1955; Cope, 1962; Dulberger, 1964; Seavey & Bawa, 1986; Sage, Bertin & Williams, 1994; Sage et al., 1999). Recent research has indicated that both pre-zygotic (Kenrick, Kaul & Williams, 1986; Beardsell, Knox & Williams, 1993; Sage et al., 1999; Sage, Price & Waser, 2006; Chen et al., 2012; Hao et al., 2012) and post-zygotic (Sage & Williams, 1991; Gibbs & Bianchi, 1993; Gibbs, Oliveira & Bianchi, 1999; Bittencourt, Gibbs & Semir, 2003; Sage & Sampson, 2003; Bittencourt & Semir, 2005) mechanisms may be involved in LSI. Although the genetics of LSI are not well understood, some progress has been made in work on Asclepias exaltata *Corresponding author. E-mail: [email protected] Botanical Journal of the Linnean Society, 2014, 175, 155–168. With 6 figures © 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 175, 155–168 155 Downloaded from https://academic.oup.com/botlinnean/article-abstract/175/1/155/2416312/Breeding-systems-in-Clivia-Amaryllidaceae-late by guest on 12 October 2017

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Page 1: Breeding systems in Clivia (Amaryllidaceae): lateacting

Breeding systems in Clivia (Amaryllidaceae): late-actingself-incompatibility and its functional consequences

IAN KIEPIEL and STEVEN D. JOHNSON*

School of Life Sciences, University of KwaZulu-Natal, P Bag X01, Scottsville, Pietermaritzburg,3209, South Africa

Received 9 July 2013; revised 3 November 2013; accepted for publication 26 November 2013

Late-acting (ovarian) self-incompatibility, characterized by minimal or zero seed production following self-pollentube growth to the ovules, is expected to show phylogenetic clustering, but can otherwise be difficult to distinguishfrom early-acting inbreeding depression. In Amaryllidaceae, late-acting self-incompatibility has been proposed forNarcissus (Narcisseae) and Cyrtanthus (Cyrtantheae). Here, we investigate whether it occurs in the horticulturallyimportant genus Clivia (Haemantheae) and test whether species in this genus experience ovule discounting in wildpopulations. Seed-set results following controlled hand pollinations revealed that Clivia miniata and C. gardeniiare largely self-sterile. Self- and cross-pollinated flowers of both species had similar proportions of pollen tubesentering the ovary, and those of C. gardenii also did not differ in the proportions of pollen tubes that penetratedovules, thus ruling out classical gametophytic self-incompatibility acting in the style, but not early inbreedingdepression. Flowers that received equal mixtures of self- and cross-pollen set fewer seeds than those that receivedcross-pollen only, but it was unclear whether this effect was a result of ovule discounting or interactions on thestigma. The prevention of self-pollination by the emasculation of either single flowers or whole inflorescences inwild populations did not affect seed set, suggesting that ovule discounting is not a major natural limitation on seedproduction. Flowers typically produce one to three large fleshy seeds from approximately 16 available ovules, evenwhen supplementally hand pollinated, suggesting that fecundity is mostly resource limited. The results of thisstudy suggest that Clivia spp. are largely self-sterile as a result of either a late-acting self-incompatibility systemor severe early inbreeding depression, but ovule discounting caused by self-pollination is not a major constraint onfecundity. © 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 175, 155–168.

ADDITIONAL KEYWORDS: Clivia gardenii – Clivia miniata – late-acting self-sterility – ovule discounting– pollen limitation – resource limitation.

INTRODUCTION

Most angiosperms have hermaphrodite flowers and c.50% of these have various mechanisms of geneticself-incompatibility (SI) that prevent self-fertilization(Darlington & Mather, 1949; Brewbaker, 1959; deNettancourt, 1977). It is now clear that SI evolvednumerous times during angiosperm evolution (deNettancourt, 1997). Resolving the site and timingof self-rejection is important for understandingthe origin of SI in plants (Sage et al., 1999), under-standing the functional consequences of SI (Vaughton& Ramsey, 2010) and for overcoming SI in breed-ing programmes (Hinata, Isogai & Isuzugawa,

1994). Particularly controversial is late-acting self-incompatibility (LSI), in which rejection is proposedto occur in the ovary rather than the stigma or style(Sears, 1937; Knight & Rogers, 1955; Cope, 1962;Dulberger, 1964; Seavey & Bawa, 1986; Sage, Bertin& Williams, 1994; Sage et al., 1999). Recent researchhas indicated that both pre-zygotic (Kenrick, Kaul &Williams, 1986; Beardsell, Knox & Williams, 1993;Sage et al., 1999; Sage, Price & Waser, 2006; Chenet al., 2012; Hao et al., 2012) and post-zygotic (Sage &Williams, 1991; Gibbs & Bianchi, 1993; Gibbs,Oliveira & Bianchi, 1999; Bittencourt, Gibbs & Semir,2003; Sage & Sampson, 2003; Bittencourt & Semir,2005) mechanisms may be involved in LSI. Althoughthe genetics of LSI are not well understood, someprogress has been made in work on Asclepias exaltata*Corresponding author. E-mail: [email protected]

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Botanical Journal of the Linnean Society, 2014, 175, 155–168. With 6 figures

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L. (Apocynaceae) (Lipow & Wyatt, 2000) and Ipomop-sis tenuifolia (Gray) V. Grant (Polemoniaceae)(LaDoux & Friar, 2006). Nevertheless, it is notori-ously difficult to unambiguously distinguish LSI fromearly-acting inbreeding depression. In general, LSImanifests as uniform zygote failure before cell divi-sion, whereas inbreeding depression manifests asembryo failure at virtually any developmental stage(Charlesworth, 1985; Seavey & Bawa, 1986; Haoet al., 2012). Continuing research into LSI is slowlyestablishing its legitimacy as a distinct form of SI(Seavey & Bawa, 1986; Sage et al., 1999; Vaughton &Ramsey, 2010; Vaughton, Ramsey & Johnson, 2010;Chen et al., 2012; Ford & Wilkinson, 2012). Studies ofself-sterility in Ipomopsis aggregata (Pursh) V.Grant(Polemoniaceae) and Narcissus triandrus L. (Amaryl-lidaceae) indicate that ovules of self-pollinatedflowers may even degenerate prior to penetration byself-pollen tubes, suggesting that some form of sig-nalling may be involved (Sage et al., 1999, 2006).More commonly, however, ovules fail to develop ordevelop only until pistils abscise, following penetra-tion by self-pollen tubes (Dulberger, 1964; Gibbs &Bianchi, 1999; Bittencourt et al., 2003; Sage &Sampson, 2003; Vaughton et al., 2010). A recent studyon Theobroma cacao L. (Malvaceae), undertakenusing live-cell confocal microscopy (Ford & Wilkinson,2012), has confirmed the finding of Cope (1962) thatthis species contains an idiosyncratic form of LSI,whereby the fusion of incompatible gametes is pre-vented in the embryo sac.

Believed to have evolved multiple times in angio-sperm evolutionary history and in numerous taxa(Seavey & Bawa, 1986; Allen & Hiscock, 2008), LSI isunique among SI systems in that self-pollination canimpose a heavy cost in terms of loss of ovules, referredto variously as ‘ovule usurpation’ (Waser & Price,1991) and ‘ovule discounting’ (Barrett, Lloyd &Arroyo, 1996). This has been demonstrated by experi-ments showing that seed set in plants with LSI isdrastically reduced when self-pollen is applied tostigmas before or at the same time as cross-pollen(Cope, 1962; Dulberger, 1964; Waser & Price, 1991;Lloyd & Wells, 1992; Broyles & Wyatt, 1993; Barrettet al., 1996; Sage et al., 1999; Vaughton & Ramsey,2010; Vaughton et al., 2010). Ovule discounting is,however, not unique to LSI systems and can alsooccur in plants with strong early-acting inbreedingdepression (Lloyd, 1992; Herlihy & Eckert, 2002).

One of the strongest lines of evidence for LSI is thatit appears to be clustered in certain plant lineages,including, notably, Apocynaceae, Bignoniaceae, Mal-vaceae, Fabaceae and Xanthorrhoeaceae (Seavey &Bawa, 1986; Naaborgh & Willemse, 1991; Broyles &Wyatt, 1993; Gibbs & Bianchi, 1999), rather thanbeing widely dispersed phylogenetically, as would be

expected if the phenomenon was caused by inbreedingdepression. Members of Amaryllidaceae were consid-ered in some early studies to possess gametophytic SI(Pandey, 1960), but LSI has since been reported inNarcissus tazetta L. (Dulberger, 1964), N. triandrus(Bateman, 1954; Sage et al., 1999) and Cyrtanthusbreviflorus Harv. (Vaughton et al., 2010). Breedingsystems of Amaryllidaceae are generally poorly docu-mented, particularly in the Southern Hemisphere,where the majority of species are located. Anecdotalrecords for the horticulturally important southernAfrican amaryllid genus Clivia Lindl. (Amarylli-daceae) suggest that some of the species are partiallyself-compatible (Duncan, 1999; Koopowitz, 2002;Manning, 2005), with up to three seeds per berrybeing produced when plants of C. mirabilis Rourkeare self-pollinated (Swanevelder & Fisher, 2009). Onthe whole, however, horticulturalists have reportedthat self-pollination in Clivia results in a substantialreduction in, and even absence of, seed set whencompared with cross-pollination (Duncan, 1999; vander Merwe, Robbertse & de Kock, 2005). Given thatthe compatibility systems in Clivia spp. may alsohave been subject to selection by breeders, we optedto study the breeding systems of two Clivia spp.,C. miniata (Lindl.) Bosse and C. gardenii Hook.,using natural populations wherever possible. Theaims of this research were: (1) to determine the levelof self-fertility and potential for autonomous self-pollination in Clivia; (2) to test whether self-pollentubes enter the ovary and penetrate the ovules; and(3) to determine whether self-pollination results inovule discounting with an impact on seed production.

MATERIAL AND METHODSSTUDY SPECIES AND SITES

Clivia is a small genus of evergreen perennials in theAfrican tribe Haemantheae (Meerow et al., 1999;Rourke, 2002) endemic to southern Africa (Murrayet al., 2004). Clivia miniata is found in the easternpart of southern Africa where plants occur naturallyon sandstone and doleritic humic scree in a widevariety of conditions ranging from coastal to subtropi-cal forest habitats (Duncan, 1999; Winter, 2000; vander Merwe et al., 2005). Flowering occurs in theAustral spring between August and November(Duncan, 1999; Swanevelder, 2003; van der Merweet al., 2005). Clivia miniata is the only member ofthe genus with upright trumpet-shaped flowers(Swanevelder, 2003). Inflorescences typically com-prise between ten and 40 flowers on large umbels(Swanevelder, 2003). Flowers are herkogamous with astyle that protrudes beyond the anthers. Clivia, Sca-doxus Raf., Haemanthus L. and Cryptostephanus

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Welw. ex Baker possess a plesiomorphic condition intribe Haemantheae in which there are fewer than tenovules per locule (Conrad, 2008). Conversely, thederived state of more than ten ovules per locule,found in Apodolirion Baker and Gethyllis L., reflectsa synapomorphic condition in the tribe (Conrad,2008). Clivia miniata typically produces one to fourseeds per fruit which take 9–12 months to mature(Swanevelder, 2003).

Clivia gardenii occurs in coastal and scarp-foresthabitats in the eastern part of southern Africa. Westudied both the typical form and unusually robustplants, growing in swamp habitats, that some bota-nists have recognized as Clivia robusta B.G.Murray,Ran, de Lange, Hammett, Truter & Swanev. (Murrayet al., 2004). We refer to these latter plants as the‘robust’ variety of C. gardenii, as many botanistsworking on Clivia do not consider the available evi-dence sufficient for them to be recognized as a distinctspecies (Conrad, 2008; J. Rourke, South AfricanNational Biodiversity Institute, personal communica-tion). Robust C. gardenii plants are distributed infragmented populations endemic to a small area onthe east coast of South Africa, known as the Pondo-land Centre (PC) of endemism (Van Wyk, 1994; VanWyk & Smith, 2001). Flowering is in the Australautumn from late March to early August or autumnto winter (Swanevelder, 2003; Murray et al., 2004).Plants of the robust form of C. gardenii typicallyhave 15–40 pendulous tubular flowers per umbel(Swanevelder, 2003; Murray et al., 2004). One of thekey differences cited by Murray et al. (2004) to dis-tinguish the two ‘species’ is that stigma and antherprotrusion from the flower in the gracile form ofC. gardenii was found to be pronounced, whereas, inthe robust variety of C. gardenii, stigmas scarcelyprotrude from the corolla and the anthers areretained within the flower. Floral tube length variesfrom 30 to 55 mm (Swanevelder, 2003; Murray et al.,2004) and flowers are herkogamous. Flowers ofC. gardenii have less than ten ovules per locule(Conrad, 2008), typically producing one or two seedsper fruit which take 9–12 months to mature (Murrayet al., 2004).

This study was conducted from 2007 to 2012 atthree different field sites in KwaZulu-Natal. TwoC. miniata populations were studied: one in theUmtamvuna Nature Reserve (UNR) and one in theKarkloof region. A population of the robust form ofC. gardenii was studied on a private farm north ofthe UNR. In addition, cultivated plants of C. miniataand the non-robust form of C. gardenii were used insome of the experiments. As Clivia is a protectedgenus and populations are threatened in the wild,detailed GPS co-ordinates of the study populationsare omitted.

POLLEN TUBE ANALYSIS

To adequately determine the site and timing of self-sterility, detailed studies of pollen tube growth incross- and self-pollinated pistils were undertakenusing fluorescence microscopy (Martin, 1959; Cruzan,1986; Sage et al., 1999; Bittencourt et al., 2003;Vaughton et al., 2010). Following the method used byCruzan (1986), the numbers of germinated pollengrains on the stigma and the number of pollen tubespresent at various landmarks along the pistil, includ-ing the ovary and ovules, were recorded. Flowers ofC. miniata and C. gardenii (robust form) were emas-culated prior to anthesis, bagged in fine net bags andallowed to open naturally. After hand pollination,inflorescences were again bagged, and both self- andcross-pollinated pistils were harvested at varioustimes (i.e. 1 h, 2 h, 5 h, 24 h, 48 h). Additional cross-and self-pollinated pistils were harvested after 72 hfor C. miniata and C. gardenii, respectively. Pistilswere harvested in the field and the biological activityof pollen tubes was halted (fixed) by placing them inCarnoy’s solution (ratio of six parts 95% ethanol tothree parts chloroform to one part glacial acetic acid)for 24 h, followed by immersion in 70% alcohol solu-tion. Pistils were rehydrated in 30% ethanol for10 min, followed by two rinses of distilled water for10 min each, followed by a soak for 1 h. Pistils werethen bleached in a 0.8 M NaOH for 2 h at 60 °C.Pistils were again rinsed three times for 20 min eachin changes of distilled water to remove NaOH. Priorto staining, as much as possible of the superfluousovary tissue was removed. Pistils were stained usinga 0.1% aniline blue solution in 0.1 M K2HPO4 for 12 h,mounted in a drop of stain on a glass slide andcovered in a drop of glycerol, and then squashedunder a coverslip.

BREEDING SYSTEM

The dependence of C. miniata and C. gardenii (robustform) on pollinators for seed set and their degree ofself-sterility were determined using the following con-trolled hand pollination experiments conducted at theUmtamvuna sites. Prior to flower opening, inflores-cences on ten plants of C. miniata and nine plants ofC. gardenii were covered in fine net bags supportedby wire. On opening, each of the flowers on an inflo-rescence was allocated to one of three treatments: (1)unmanipulated as a control for autogamy; (2) self-pollinated; or (3) cross-pollinated using pollen takenfrom plants at least 20 m distant. Hand pollinationwas carried out at least twice on each flower, prior toanther dehiscence, when the stigma-lobes were open.Clivia miniata and C. gardenii seeds were collectedwhen mature, after 9 and 11 months, respectively.

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POTENTIAL FOR OVULE DISCOUNTING

Pollen mixture studiesThe potential for ovule discounting following self-pollination was investigated in C. miniata at theKarkloof site and in C. gardenii (non-robust form) atthe Pietermaritzburg site by comparing seed setamong flowers that received various mixtures of self-and cross-pollen and those that were naturally polli-nated. For controlled hand pollinations, inflorescenceson 39 plants of C. miniata and nine plants of C. gar-denii were covered in fine net bags supported by wireprior to opening. On opening, each of the flowers onan inflorescence was randomly allocated to receive: (1)cross-pollen; (2) an equal mixture of cross- and self-pollen; (3) an equal mixture of cross- and dead pollen;and (4) self-pollen. For cross-pollination, undehiscedanthers from each of two plants, taken at least 20 mdistant, were placed in a 1.5-mL Eppendorf tube(Vaughton et al., 2010). After dehiscence, pollen wasmixed thoroughly before saturating stigmas usingtoothpicks. For the mixed cross- and self-pollinationtreatments, two anthers with cross-pollen and twowith self-pollen were combined in an Eppendorf tube.For the mixed cross- and dead self-pollen, two antherswith dead pollen were combined with two antherswith cross-pollen. Dead pollen was obtained by micro-waving anthers at 800 W for 2 min (Vaughton et al.,2010). Dead pollen was applied in order to act as acontrol for mechanical effects of self-pollen on thesuccess of cross-pollen in the cross- and self-pollenmixture treatment (Vaughton et al., 2010). No fruitswere recorded in ten flowers pollinated with deadpollen, confirming that the pollen had been killed.

Pollen chase studiesThe potential for ovule discounting was furtherinvestigated in C. miniata through a pollen chaseexperiment during the flowering season of 2012. Teninflorescences from two stands (five inflorescencesfrom each stand) of cultivated C. miniata plants inPietermaritzburg were bagged as above. On opening,flowers were treated with: (1) self-pollen; (2) deadpollen; or (3) cross-pollen. Dead pollen was obtainedand verified as for the ovule discounting experimentand cross-pollen was taken from discrete cultivatedstands of C. miniata to avoid clonal or siblingmating. Cross-pollen was applied to each of the threetreatments, 48 h subsequent to the initial treat-ments. Fruits were harvested 106 days later andscored.

EFFECTS OF POLLINATOR-MEDIATED

SELF-POLLINATION ON FECUNDITY

To test whether natural fecundity in C. miniata andC. gardenii (robust form) is limited by pollinator-

mediated self-pollination, fruit set and seed set (seedsper flower and seeds per fruit) of a single emasculatedflower on an inflorescence (15 and seven plants forC. miniata and C gardenii, respectively) were com-pared with those of open controls (18 and 27 plantsfor C. miniata and C. gardenii, respectively) (Schoen& Lloyd, 1992; Eckert, 2000). To distinguish betweeneffects of self-pollination within and between flowers(geitonogamy), these data were also compared withinflorescences which were entirely emasculated (14plants for C. miniata and three plants for C. gardenii)(Schoen & Lloyd, 1992; Eckert, 2000). This was per-formed prior to anther dehiscence. Emasculation inthese species is unlikely to affect pollinator visitationas C. miniata is pollinated by nectar-feeding butter-flies, whereas C. gardenii is pollinated by nectar-feeding sunbirds (Kiepiel & Johnson, 2014).

To determine whether natural fecundity is limitedby cross-pollination, fruit set and seed set were com-pared between naturally pollinated plants and thosein which all available flowers received supplementalcross-pollination (Bierzychudek, 1981). This involved13 supplemented and 14 control plants of C. miniataand seven supplemented and 27 control plants ofC. gardenii. To establish the typical pollen loads onC. miniata stigmas and whether these were increasedby supplemental hand-pollination, 13 open-pollinatedand 11 cross-pollinated C. miniata flowers from theKarkloof site were examined. Pollen was counted byimmersing stigmas in fuchsin gel on a glass slidesealed with a coverslip and examining them under acompound microscope at 40× magnification. To estab-lish whether pollen loads on stigmas were sufficient tofertilize available ovules, the numbers of ovules in147 flowers, each from a different plant, werecounted.

STATISTICAL ANALYSIS

Data were analysed using generalized linear modelsimplemented in SPSS 19.0 (IBM Corp.). Data for theproportion of flowers setting fruit and the proportionof germinated pollen grains that penetrated ovariesor ovules were analysed using models incorporating abinomial error distribution and logit link function.Data for the number of seeds per fruit, number ofseeds per flower and number of ovules with visiblepollen tube penetration were analysed using modelsthat incorporated a negative binomial error distribu-tion and log link function. To account for potentialcorrelations among flowers on the same plant, weused generalized estimating equations with planttreated as the subject variable. These modelsemployed an exchangeable correlation matrix withsignificance assessed using Score statistics. Theexception was that, for data for seeds per fruit in the

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pollen chase experiment, significance was assessedusing Wald statistics, as Score statistics are known tobe overly conservative when sample sizes are small(Guo et al., 2005). The sequential Šidák method wasused to adjust for multiple comparisons. Marginalmeans were obtained by back-transformation ofvalues from the linear scale, resulting in asymmetri-cal standard errors. In some cases in which general-ized linear models did not run because of lack ofvariance (e.g. no fruits set in a treatment group), asingle value was substituted, which also makes thetest more conservative (Zuur et al., 2009).

RESULTSPOLLEN TUBE ANALYSIS

Pollen tubes arising from germinated self- and cross-pollen grains of C. miniata and C. gardenii took about48 h to enter the ovary (Figs 1E, F, 2). There was nostatistically significant difference in the proportion ofcross- and self-pollen tubes entering the ovary inC. miniata or C. gardenii (Table 1). Self-pollen tubeswere significantly less likely than cross-pollen tubesto penetrate ovules in C. miniata, but there was nosignificant difference in the proportion of self- andcross-pollen tubes that penetrated ovules in C. garde-nii (Table 1).

We were unable to compare ovule penetration ofself- and cross-pollinated pistils beyond 48 h, as weexamined only cross-pollinated pistils of C. miniataand self-pollinated pistils of C. gardenii after 72 h.Ovule penetration appears to continue after 48 h, atleast in C. gardenii. For self-pollinated pistils ofC. gardenii, the mean number of ovules per ovary inwhich pollen tube penetration was evident was 5.50[lower standard error (SE), 1.39; upper SE, 1.86] after72 h compared with 1.69 (lower SE, 0.50; upper SE,0.71) after 48 h (χ2 = 6.618; P = 0.010). For cross-pollinated pistils of C. miniata, the mean number ofovules per ovary in which pollen tube penetration wasevident was 3.79 (lower SE, 0.99; upper SE, 1.32)

after 72 h compared with 2.25 (lower SE, 1.02; upperSE, 1.85) after 48 h (χ2 = 0.574; P = 0.449).

BREEDING SYSTEM

Few of the bagged and unmanipulated flowers ofC. miniata and C. gardenii set fruit (Fig. 3), indicat-ing that these species are not autogamous. Self-pollination in both species yielded similarly low levelsof fruit set (< 10% of flowers), whereas, on average,about 50% of cross-pollinated flowers set fruit (Fig. 3).There were no significant differences in the numberof seeds per fruit in the various treatments, butthe power to detect differences for this particularmeasure of fecundity was low because of the smallnumber of fruits arising in the bagged unmanipulatedand self-pollination treatments. The overall numberof seeds produced by cross-pollinated flowers wassignificantly higher than for bagged unmanipulatedand self-pollinated flowers (Fig. 3).

POTENTIAL FOR OVULE DISCOUNTING

Pollen mixture studiesIn the controlled hand-pollination experimentsinvolving the application of pollen mixtures tostigmas of C. miniata at the Karkloof site and C. gar-denii at the Pietermaritzburg site, fruit set in cross-pollinated flowers was significantly greater than thatin self-pollinated flowers (Fig. 4), thus reinforcing theresults obtained in earlier experiments (Fig. 3). Rela-tive to the application of pure cross-pollen, applica-tion of a mixture of self- and cross-pollen led tosignificant reductions in fruit set in C. gardenii, seedsper fruit in both C. miniata and C. gardenia, andseeds per flower in C. gardenii (Fig. 4). However, theapplication of a mixture of dead self- and live cross-pollen did not yield results which were significantlydifferent from those obtained when a mixture of liveself- and live cross-pollen was applied (Fig. 4).

Pollen chase studiesThere was no significant difference in fruit set orseeds per flower between the three treatments

Table 1. The mean (± SE) proportions of germinated pollen grains which reached the ovary and ovules after 48 h for 11self-pollinated and four cross-pollinated flowers of Clivia miniata and 13 self-pollinated and 12 cross-pollinated flowersof C. gardenii (robust form)

Ovary Ovule

Treatment Treatment

Cross Self χ2 P Cross Self χ2 P

C. miniata 0.05 ± 0.02 0.03 ± 0.01 1.42 0.23 0.05 ± 0.02 0.01 ± 0.01 5.69 0.02C. gardenii 0.30 ± 0.06 0.45 ± 0.08 2.40 0.12 0.14 ± 0.03 0.10 ± 0.03 0.98 0.32

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A B

C D

E F

G H

D

Figure 1. Development of cross- (left panels) and self- (right panels) pollen tubes in Clivia miniata. Pollen tubes arevisible growing into the stigma tip (A, B), in the mid-style of the pistil (C, D), at the top of the ovaries (E, F) andpenetrating individual ovules (G, H). Scale bars, 50 μm.

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0

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r of

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Figure 2. Proportion of cross- and self-pollen tubes (mean ± SE) reaching various landmarks in the pistil (illustratedbelow the y axis) of Clivia miniata (A–E) and C. gardenii (F) at various time periods after pollination. Sample size (N)represents the number of stigmas, each of which was taken from a different plant.

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involving pollination with different mixtures priorto cross-pollination (Fig. 5). However, prior pol-lination with self-pollen or dead self-pollen bothresulted in significantly fewer seeds per fruitthan did prior pollination with cross-pollen(Fig. 5).

EFFECTS OF POLLINATOR-MEDIATED

SELF-POLLINATION ON FECUNDITY

In both C. miniata and C. gardenii, neither emascu-lation of single flowers to prevent within-flowerself-pollination nor emasculation of all flowers

C. miniata

Fru

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29(10)

1(1)

3(2)

15(6)

22(9)

18(9)

22(9)

1(0*) 2(2)

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22(9)

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B

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A

A

A

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A

A

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A A

A

(A) (B)

(C) (D)

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χ 2 = 6.219P = 0.045

2 = 11.466P = 0.003

χ

χ χ

χ χ 2 = 58.525P < 0.001

2 = 11.220P = 0.004

2 = 3.895P = 0.143

2 = 1.822P = 0.402

26(10)30(10)

29(10)

Figure 3. The effects of controlled hand pollinations to determine the breeding systems of Clivia miniata (left panels) andC. gardenii (right panels). Values are mean (± SE) proportion of flowers setting fruit (A, B), number of seeds per fruit (C,D) and number of seeds per flower (E, F). Controls refer to flowers that were bagged without manipulation. Sample sizesare flowers with number of plants given in parentheses. Means that share the same letters are not significantly different(Dunn–Šidák test).

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on inflorescences to prevent geitonogamous self-pollination had an effect on fecundity (Fig. 6). Therewere also no significant effects of pollen supplemen-tation on fruit set, seeds per fruit or seeds per flowerin either species (Fig. 6). Stigmas of naturally polli-nated C. miniata flowers had, on average (± SE),

100.5 ± 9.26 grains, whereas those supplementedwith pollen had 278.6 ± 11.38 grains (t = 17.94,d.f. = 2, P < 0.001). The mean number of pollen grainsfound on naturally pollinated C. miniata stigmas wasabout six times greater than the mean number ofavailable ovules (16.4 ± 0.18).

Treatment

S C+S C+D C

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40(19)

χ2 = 11.298 P < 0.001

χ2 = 52.20P < 0.001

χ2 = 18.860 P < 0.001

C. gardenii

χ2 = 16.041 P < 0.001

χ2 = 873.873 P < 0.001

χ2 = 20.896 P < 0.001

18(9)

18(9)

18(9)

18(9)

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18(9)

18(9)

18(9)

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A

C

B

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A

(A) (B)

(C) (D)

(E) (F)

Figure 4. The effects of application of various pollen mixtures to determine the potential for ovule discounting in Cliviaminiata (left panels) and C. gardenii (right panels). Values are mean (± SE) proportions of flowers setting fruit (A, B),number of seeds per fruit (C, D) and number of seeds per flower (E, F). Treatment abbreviations: S, self-pollen; C + S,cross- + self-pollen; C + D, cross- + dead pollen; C, cross-pollen. Sample sizes are flowers with number of plants given inparentheses. Means that share the same letter are not significantly different (Dunn–Šidák test).

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DISCUSSION

The results of this study indicate that C. miniata andC. gardenii are both effectively self-sterile and there-fore reliant on vectors for seed production (Figs 3, 4).Both species are nevertheless capable of the produc-tion of small amounts of seed through self-fertilization (Fig. 3). These data are consistent withanecdotal reports for this species, ranging from theproduction of small amounts of seed following self-pollination (Duncan, 1999; van der Merwe et al.,2005; Swanevelder & Fisher, 2009) to complete self-sterility in some plants (Swanevelder & Fisher, 2009).It is likely that reports of the production of viableseed through selfing in horticulture refer either tothis limited capacity or to plants in lines that havebeen selected for self-fertilization ability.

Pollen tubes from germinated self-pollen were aslikely as those from germinated cross-pollen to reachthe ovaries in C. miniata and both the ovaries andovules in C. gardenii (Table 1; Fig. 2). This rules out aconventional gametophytic SI system acting in thestyle, and, when considered in the light of the lowseed set obtained from self-pollination, is consistentwith the presence of either an LSI system or severeearly inbreeding depression. Recent studies on Aconi-tum kusnezoffii Rchb. (Ranunculaceae) have indicatedthat pre-zygotic LSI may work in combination withearly-acting inbreeding depression, with the formerresponsible for the partial rejection of self-pollentubes and the latter terminating a component of seedswhich pre-zygotic LSI was unable to prevent (Haoet al., 2012).

Unlike our pollen tube studies, experiments inwhich different mixtures of self- and cross-pollen wereapplied to stigmas of C. miniata and C. gardenii didnot provide clear-cut evidence for LSI. In experimentsof this kind conducted on plants with LSI, it would beexpected that seed production would be compromisedthrough ovule discounting if self-pollen is appliedtogether with cross-pollen (Waser & Price, 1991;Broyles & Wyatt, 1993; Barrett et al., 1996; Sageet al., 1999, 2006; Vaughton et al., 2010). This waspartially evident from the significant reduction in thenumber of seeds per fruit in flowers that receivedmixtures of self- and cross-pollen (Fig. 4B), butflowers that received mixtures of cross- and deadpollen did not set more seed than those that receivedmixtures of viable cross- and self-pollen (Fig. 4). Simi-larly, the application of dead pollen prior to cross-pollen appeared to inhibit seed set relative to theapplication of pure cross-pollination (Fig. 5). It istherefore uncertain whether the depression of seedset in flowers that receive mixtures of self- and cross-pollen (Fig. 4), or self-pollen before cross-pollen(Fig. 5), is a result of ovule discounting or other

Fru

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(C)

2 = 12.873P = 0.002

χ

Figure 5. The effects of the prior application of self-pollen(S), dead pollen (D) or cross-pollen (C) on fecundity ofsubsequently cross-pollinated flowers of Clivia miniata.Values are mean (± SE) proportions of flowers setting fruit(A), number of seeds per fruit (B) and number of seeds perflower (C). Sample sizes are flowers with number of plantsgiven in parentheses. Means that share the same letterare not significantly different (Dunn–Šidák test).

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interactions on the stigma, perhaps involving chemi-cal factors from self-pollen that are not destroyed bymicrowaving, a chemical artefact of the microwavingitself or physical blocking of cross-pollen by deadpollen on the stigma surface. In their study of anotheramaryllid, Cyrtanthus breviflorus, Vaughton et al.(2010) found that the application of a mixture of

cross-pollen and dead pollen yielded as much seed asdid the application of pure live cross-pollen, but onedifference is that they used dead cross-pollen in theirexperiments, whereas we applied dead self-pollen inmixtures.

It is difficult to exclude entirely the possibility thatClivia plants are self-compatible with high levels of

Fru

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2 = 6.1160P = 0.1060

2 = 3.1230P = 0.3730

2 = 5.8620P = 0.1190

2 = 3.4930P = 0.3220

2 = 1.216P = 0.7490

2 = 4.3960P = 0.2220

253(18)

15(15)

140(14)

152(13)

504(27)

7(7)

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126(7)

63(14)

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χχ

χ χ

(A) (B)

(C) (D)

(E) (F)

C. miniata

253(18)

15(15)

140(14) 152(13)

504(27)

7(7)

28(3)

126(7)

Figure 6. The effects of emasculation and pollen supplementation on the fecundity of Clivia miniata (left panels) andC. gardenii (right panels). Values are mean (± SE) proportions of flowers setting fruit (A, B), number of seeds per fruit(C, D) and number of seeds per flower (E, F). Abbreviations: O, open control; SFE, single flower emasculations; EIE, entireinflorescence emasculations; PS, pollen supplemented. Sample sizes are flowers with number of plants given inparentheses.

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early inbreeding depression. It has been argued thatconsistently low (< 10%) fruit set and minimal seedproduction in self-pollinated flowers, as recorded inmost of our experiments with Clivia, is indicative ofLSI rather than inbreeding depression (Seavey &Bawa, 1986). SI systems can also be leaky, particu-larly in Amaryllidaceae (Barrett et al., 1997). In Cyr-tanthus breviflorus which was inferred to possess LSI,up to 40% of self-pollinated flowers produced fruit,but with few seeds (Vaughton et al., 2010). Furtherevidence for LSI in C. miniata and C. gardenii is thatthe majority of hand self-pollinated flowers abscise inthe same time span (approximately 1 week) that ittakes unpollinated senescing flowers to abscise, whichis not a pattern that would be expected from earlyinbreeding depression (Seavey & Bawa, 1986).

FACTORS LIMITING SEED PRODUCTION IN

CLIVIA POPULATIONS

Populations of Clivia spp. are characterized by lowlevels of fruit set and the development of seeds in asmall proportion of the available ovules (Figs 4, 5).Our data indicate that levels of natural fruit and seedset in wild populations are far lower than they are incultivated plants (van der Merwe et al., 2005;Swanevelder & Fisher, 2009).

Possible explanations for low natural fecundityinclude resource limitation (Charlesworth, 1989),inadequate cross-pollination (Burd, 1994) and ovulediscounting arising from self-pollination (Waser &Price, 1991; Sage et al., 1999; Vaughton & Ramsey,2010; Vaughton et al., 2010). For example, it has beenfound that, in the self-incompatible amaryllid Narcis-sus cyclamineus Redouté, self-pollination prior tocross-pollination causes ovule discounting throughloss of viable ovules (Navarro et al., 2012). As theemasculation of flowers in natural populations ofC. miniata and C. gardenii did not affect seed produc-tion significantly (Fig. 6), it also seems that naturalfecundity is not limited by ovule discounting arisingthrough pollinator-mediated self-pollination. In thecase of C. miniata, we observed that butterfliesseldom visit more than one flower per plant (Kiepiel& Johnson, 2014), thus reducing the likelihood ofgeitonogamous self-pollination.

Supplemental application of cross-pollen did notincrease seed production significantly in populationsof the two Clivia spp. (Fig. 6), indicating that fecun-dity in these plants is not limited by the quantity orquality of pollination (Burd, 1994; Harder & Aizen,2010). On average, plants in wild populations, evenwhen hand cross-pollinated, failed to set fruits in> 50% of their flowers (Fig. 6). In contrast, almost allcross-pollinated flowers of cultivated C. gardeniiplants set fruit (Fig. 4). Therefore, resource limitation

seems to be the most likely explanation for low fruitand seed production in natural Clivia populations. Wefound that the number of C. miniata pollen grains onopen-pollinated stigmas in the Umtamvuna popula-tion was about five-fold greater than the meannumber of available ovules, but, on average, only onein five ovules developed into seeds. Low seed produc-tion in Clivia may be explained by resource trade-offsinvolved in the development of the large, fleshy, recal-citrant seeds. This is reflected in the long seed devel-opment (up to 15 months in C. gardenii; van derMerwe et al., 2005) and the fact that some individualsflower and set seed at intervals of several yearsrather than annually. It has been suggested that, inoutbreeding species, which are long lived, low femalefecundity has developed as a response to high mater-nal investment in seed production (Charlesworth,1989).

CONCLUSIONS

This study shows that two Clivia spp. are effectivelyself-sterile and thus reliant on pollinators for repro-duction. This, considered together with our studies ofpollen tube development, suggests that Clivia hasLSI, as reported for other tribes of Amaryllidaceae,rather than a classical gametophytic SI system actingin the style. However, it is not possible to excludeearly inbreeding depression as an alternative expla-nation for these results. Emasculation experimentsdid not provide support for the hypothesis that lowlevels of natural seed production in Clivia are theresult of ovule discounting. Instead, it appears thatthe production of the large fleshy seeds is mainlyresource limited. Further histological and geneticstudies are required to unequivocally confirm or rejectLSI as the underlying basis of the observed late-acting self-sterility in Clivia.

ACKNOWLEDGEMENTS

We thank Rob Wolter, Tony Abbot, Rob Rawson,Andrew Solomon, the electron microscopy unit staffand Sandy Steenhuisen for their assistance. Thisproject was funded by the Natal Society Foundationand the National Research Foundation (SDJ).

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