Research Article |
Corresponding author: Antonio Francisco-Gutiérrez ( antoniofco52@gmail.com ) Academic editor: Sandy Knapp
© 2023 Antonio Francisco-Gutiérrez, Miguel Cházaro-Basáñez, Rodrigo Carral-Domínguez.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Francisco-Gutiérrez A, Cházaro-Basáñez M, Carral-Domínguez R (2023) The first epiphytic species of Valeriana in the world: Valeriana rudychazaroi (Caprifoliaceae). PhytoKeys 236: 145-156. https://doi.org/10.3897/phytokeys.236.110905
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The currently known species of Valeriana are herbs, shrubs, small trees and vines. After 20 years without new species of Valeriana in Mexico, here is described and illustrated the first epiphytic species in the genus. The species was found growing on Quercus glabrescens trees of the cloud forests from central Veracruz in eastern Mexico. It is known and described from very few specimens in the type locality. The most morphologically similar Mexican species are the vines V. naidae and V. subincisa, it was compared. Conservation assessment classifies this species under the Critically Endangered CR B1+B2ab(ii,v) category of the IUCN Red List Criteria.
Cloud forest, Dipsacales, endemic species, epiphytic species, Mexico
Valeriana L. (Dipsacales, Caprifoliaceae, Valerianoideae) is a genus of ca. 270 species distributed in southern Africa, the Americas and Eurasia. Its species are annual or perennial rhizomatous herbs, often semi-rosulate or rosulate, shrubs or subshrubs, small trees or lianas (
Recent phylogenetic and phylogenomic analyses classify Valeriana into the Valerianoideae clade of Caprifoliaceae and suggest the polyphyly of the genus (
The most significant contribution to the knowledge of the Mexican Valeriana species was performed by
In contrast, in the last five years, many Valeriana species from South America have been described: V. plateadensis Á.J.Pérez, C.H.Perss. & J.N.Zapata, V. yacuriensis Sklenář & B.Eriksen, V. xenophylloides Sklenář & B.Eriksen (
Current botanical research has discovered striking and remarkable new species with evolutionary innovations for the genus to which they belong, like Pinanga subterranea Randi & W.J.Baker, the first known palm species flowering and fruiting underground (
This species was discovered in 2012 during botanical expeditions of Dr Miguel Cházaro-Basáñez (1949–2023), Dr Pablo Carrillo-Reyes and MSc David Jimeno-Sevilla in the Municipality of Tlacolulan, central Veracruz, Mexico. Miguel Cházaro determined this species as a new taxon and brought preserved specimens to Dr Jerzy Rzedowski (1926–2023) to confirm the status, obtaining the confirmation of this being a new species. A new collection was made by Miguel Cházaro-Basáñez and Rodrigo Carral-Domínguez in September 2020 to obtain specimens, geographic data and photographic evidence of the habit of this species.
A literature revision was carried out to identify the taxon. The species was determined following the dichotomic key of the Mexican species of Valeriana, published by
Geographical coordinates were obtained in the field with a Garmin eTrex 10 GPS. Data were used for calculating geographic ranges of Area of Occupancy (AOO) and Extent of Occurrence (EOO) in the Geospatial Conservation Assessment Tool (GeoCAT,
The artificial intelligence tool Grammarly Premium was used to corroborate the grammar and syntaxis of the manuscript.
Valeriana rudychazaroi can be distinguished from all the known species of the genus by its epiphytic habit on trees of Quercus glabrescens Benth. (vs. herbs, shrubs, subshrubs, small trees or climbing vines in the rest of the genus). It is morphologically similar to V. naidae Barrie and V. subincisa Benth., from which it differs by having thinner stems (0.25–0.6 cm vs. up to 2 cm in diameter in both species), leaves elongately spatulate (vs. ovate to elliptic or narrowly ovate to elliptic, respectively), inflorescence corymboid (vs. paniculoid in both species), inserted stamens in flowers (vs. exserted in both species), different shape of fruits (ovate vs. oblong to lanceolate in both species) and longer fruits (3–5 mm vs. 2–3 mm in both species).
Mexico. Veracruz: Municipio Tlacolulan, Cerro de la Magdalena, 19°43'21"N, 96°59'09"W, 2900–2950 m elev., 20 September 2020, fl., fr., R. Carral-Domínguez & M. Cházaro-Basáñez 766 (holotype: XAL!).
Perennial gynodioecious epiphyte
, growing on branches of Quercus glabrescens, 45–80 cm tall. Roots fibrous. Stems terete, decumbent, 20–45 × 0.25–0.6 cm, branched in the basal portion, glabrous until the insertion of the central axis of the inflorescence, where is shortly pubescent with trichomes simple, trichomes up to 0.5 mm long. Leaves cauline and clasping, simple, opposite and decussate, persistent near the inflorescence, deciduous in late phenophases, elongately spatulate, 5.7–10.8 × 0.6–2.1 cm, apex obtuse, base largely decurrent 1.5–3.5 cm long, slightly canaliculate, margin entire, one main nerve, slightly conspicuous on adaxial surface, prominent on abaxial surface, glabrous on both surfaces and margins. Inflorescence terminal, corymboid, dichotomously divided, each terminal corymb scorpioid without rotation, being less developed one of the lateral sides, 17–24 × 13–25.5 cm from the first division to the top and considering the lateral extremes of the inflorescence, main axis 10.1–21 × 0.11–0.25 cm measured from the base until the first bifurcation. Secondary axes 2, 2.9–6.0 × 0.05–0.2 cm, tertiary axes 4, 0.33–034 × 0.1 cm, decreasing dimensions as dichotomies increase, 31–85 flowers and less than five mature fruits per terminal corymb. Bracts narrowly lanceolate to lanceolate, 2.0–2.9 × 0.45–0.8 cm, base cuneate, apex acute, margin entire, glabrous, one main nerve. Bractlets of first division linear, longer than the fruits, 0.7–0.8 × 1–1.5 mm, base narrowly clasping, apex acute, margin entire, glabrous. Bractlets of corymbs linear, equal or shorter than the fruits, 1.5–5 × 0.5–0.8 mm. Staminate flowers white, 1.5 × 0.5 mm, calyx reduced, glabrous, corolla infundibuliform, tube 2–2.7 × 2 mm (opened), 5-lobed, corolla lobes elliptic to widely triangular, 0.5–0.8 × 0.4–0.5 mm, internally and externally glabrous, stamens 3, 1 mm long, adnate to the corolla in the middle of the length, anthers globose, 0.5–0.8 mm long, bithecal, glabrous; pistilodium 1.6 mm long, included, glabrous. Pistillate flowers white, 2 × 0.7 mm, calyx reduced, glabrous, corolla infundibuliform, tube 1.0–2.2 mm long, 5-lobed, corolla lobes orbicular, 1 mm in diameter, main style 2.7–5 mm long, exserted, glabrous; secondary styles reminiscent, inserted near 1/3 corolla length. Fruit a cypsela, ovate, 12 plumose limbs derived from calyx, 3–5 × 1–1.3 mm, with 3 veins on the abaxial side 1 on the adaxial side and 2 along the margins, glabrous on all surfaces (Figs
Flowering and fruiting recorded only in September.
Valeriana rudychazaroi is only known from the type locality in cloud forests from central Veracruz in eastern Mexico (Fig.
Miguel Cházaro dedicates the name of the species to Rudy Miguel Cházaro-Hernández, his beloved son, who, since an early age, has accompanied him on numerous botanical trips (Fig.
Author and eponymy of the new species A Miguel Cházaro showing a specimen of Valeriana rudychazaroi next to its host, a Quercus glabrescens tree in Tlacolulan, Veracruz, Mexico (Author: Rodrigo Carral-Domínguez) B Rudy Miguel Cházaro-Hernández, son of Miguel Cházaro, during a botanical expedition at Barranca de Ramírez, 1981 C Miguel Cházaro and his son, to whom he dedicates the name of this new species (Author of B and C: Patricia Hernández-Romero).
The new species has an Area of Occupancy (AOO) of 4 km2 and Extent of Occurrence (EOO) of 0 km2. A worrying situation for the conservation of this remarkable species is the overexploitation of oak trees that have been felled for charcoal production since the 1930’s decade (
Valeriana rudychazaroi is the first recorded epiphytic species in the genus. Previous works on worldwide Valeriana species reported habits of small trees, herbs, subshrubs, shrubs or lianas (
Comparison of morphological characters and phenology amongst the two climbing vines and the new epiphytic species of Valeriana from Mexico.
Character | V. rudychazaroi | V. naidae | V. subincisa |
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Gynodioecious | Dioecious | Gynodioecious | |
Habit | Epiphytic herbs | Suffrutescent herbs or climbing vines | Herbs or climbing vines |
Stems length | Up to 0.8 m | Up to 15 m | 1–2 m (up to 10 m when climbing) |
Stems diameter | 0.25–0.6 cm | Up to 2 cm | Up to 2 cm |
Leaves shape | Elongately spatulate | Ovate to elliptic | Narrowly ovate to elliptic |
Leaves size | 5.7–10.8 × 0.6–2.1 cm | 1.5–8.7 × 0.8–4.1 cm | 2–8 × 0.8–4 cm |
Leaves apex | Obtuse | Acute | Acute |
Leaves base | Largely decurrent | Connate | Cuneate to truncate |
Inflorescence type | Corymboid mostly dichotomous with terminal branchlets scorpioid. | Paniculoid with terminal branchlets scorpioid. | Panicles mostly dichotomous with terminal branchlets scorpioid. |
Stamens position | Inserted | Weakly to strongly exserted | Exserted |
Fruit shape | Ovate | Oblong to lanceolate | Oblong to lanceolate |
Fruit length | 3–5 mm | 2.2–2.7 mm | 2–3 mm |
Phenology | Flowering and fruiting only known from September | Flowering and fruiting October-May (Flowering March-June, fruiting May-July in Nevado de Colima. | Flowering November-July |
Habitat and distribution | Quercus glabrescens cloud forests from central Veracruz | Fir forests, cloud forests from the Trans-Mexican Volcanic Belt | Quercus and Pinus humid forests, cloud forests from Tamaulipas and Nuevo León south to Veracruz (growing along the ground), also in Chiapas and Guatemala (generally scandent). |
Source | This study |
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The authors thank David Jimeno-Sevilla and Pablo Carrillo-Reyes for their companionship during field trips and Jerzy Rzedowski for the revision of specimens and valuable confirmation of new species status. Gerardo Andrade-Quintos drew the illustration. We are also grateful to Fred R. Barrie for his comments to the manuscript.
The authors have declared that no competing interests exist.
No ethical statement was reported.
This work was supported by Consejo Nacional de Ciencia y Tecnología.
Conceptualization: AFG, MCB. Data curation: AFG. Funding acquisition: MCB. Investigation: RCD. Supervision: MCB. Visualization: RCD, AFG. Writing – original draft: AFG. Writing – review and editing: MCB.
Antonio Francisco-Gutiérrez https://orcid.org/0000-0003-2013-9811
Miguel Cházaro-Basáñez https://orcid.org/0000-0003-3709-2394
Rodrigo Carral-Domínguez https://orcid.org/0000-0002-3347-5753
All of the data that support the findings of this study are available in the main text.