Research Article |
Corresponding author: Kenneth R. Wood ( kwood@ntbg.org ) Academic editor: Yasen Mutafchiev
© 2024 Kenneth R. Wood, David H. Lorence, Warren L. Wagner, Marc S. Appelhans.
This is an open access article distributed under the terms of the CC0 Public Domain Dedication.
Citation:
Wood KR, Lorence DH, Wagner WL, Appelhans MS (2024) Melicope iolensis (Rutaceae), a new tree species from Kaua‘i, Hawaiian Islands. PhytoKeys 250: 237-249. https://doi.org/10.3897/phytokeys.250.128963
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A newly-discovered endemic tree species of Melicope from Kaua‘i, Hawaiian Islands, is described and illustrated with notes on its distribution, ecology, conservation status and phylogenetic placement. A modification to the existing key to Hawaiian Melicope is also provided. Melicope iolensis sp. nov. is a member of Stone’s Megacarpa group having carpels connate at base, capsules 4-lobed and leaves usually opposite. The new species differs from its Hawaiian congeners by its unique combination of abaxially glabrate to pilose-pubescent leaves with petioles up to 70 mm long, ramiflorous and axillary inflorescences, sepals on staminate flowers 0.3–0.5 mm long, capsules with green and purple streaking, 10–14 mm wide and seeds 3–3.5 mm long. Since its discovery in 2021, 15 individuals have been documented within a single remote windward hanging valley below the Kawaikini Summit of Kaua‘i. Melicope iolensis represents a new Critically Endangered (CR) single island endemic species in need of conservation.
Conservation, discovery, endangered tree species, Hawaiian flora, Melicope section Pelea, Sapindales, single island endemism
Melicope
J.R.Forst. & G.Forst. is the largest genus within Rutaceae (Citrus family) containing ca. 239 species of shrubs and trees distributed across the Malagasy and Indo-Himalayan regions, SE Asia, Australasia and the Pacific Islands (
Phylogenetic analysis reveals that the Hawaiian lineage was the result of a single long-distance colonisation event, originating from an Australasian ancestor with diversification dating back ca. 7.5 mya to the Late Miocene or Early Pliocene (
Hawaiian Melicope are one of the four most species rich plant radiations in the archipelago, having undergone extraordinary morphological and ecological diversification with 54 accepted endemic species (
With Hawaii State, federal and non-government agencies conducting research and protecting the biotic diversity of Kaua‘i, SIE continue to be discovered. The > 1900 Melicope collections at PTBG represent a long intensive focus on the genus. The collection includes five recently discovered and described Melicope species from Hawaiian, Marquesas and Austral Islands. This collection has helped to guide conservationists with data on the distribution and abundance of rare Pacific Island species and also houses collections representing rediscoveries of species previously thought extinct, including nine Hawaiian Melicope (
In October of 2021, the lead author and members of the Kaua‘i Plant Extinction Prevention Program (PEPP) documented an unusual tree species with exceedingly small 4-lobed capsules (Megacarpa) in a remote isolated hanging valley below the central summit peak of Kawaikini (Fig.
Research in the type locality has been conducted from 1994 to present. All morphological measurements were taken from dried herbarium specimens and field notes and are presented in the descriptions as follows: length × width, followed by units of measurements (mm, cm or m). The authors have examined all specimens cited and have worked extensively with Melicope specimens at BISH, PTBG and US. We assessed the extinction risk for Melicope iolensis following the IUCN Red List Categories and Criteria (
Melicope iolensis is morphologically most similar to M. wawraeana (Rock) T.G.Hartley & B.C.Stone, but differs by its combination of leaves abaxially glabrate to pilose-pubescent (vs. glabrous), inflorescence ramiflorous, rarely axillary (vs. axillary), shorter sepals on staminate flowers, 0.3–0.5 mm long (vs. 3.5 mm) and smaller seeds 3–3.5 mm long (vs. 5–8 mm). Phylogenetically, M. iolensis is most closely related to M. nealae (B.C.Stone) T.G.Hartley & B.C.Stone, yet starkly differs by its tree habit (vs. shrub), flowers usually 9–18 per inflorescence (vs. 1–5), carpels with exocarp glabrous, connate 1/6–1/5 their length (vs. puberulent, connate 1/2–3/4 length) and seeds 3–3.5 mm long (vs. 5–8 mm long).
USA • Hawaiian Islands, Kaua‘i: Līhu‘e District, ‘Iole headwaters, ♀, 22.042, -159.497, 872 m alt., 8 Sep 2022 (fr.), K.R. Wood, S. Heintzman & S. Deans 19143 (holotype: mounted on 2 sheets, PTBG1000096868, PTBG1000096869!; isotype (to be distributed): US!).
Trees 3–8 m tall, trunks up to 20 cm diameter, bark smooth, mottled grey-brown, ultimate stems brown-red, new growth and young branchlets sparsely tan puberulent, glabrate in age. Leaves opposite, unifoliolate; petiole (20–)30–70 mm long, strigose-pubescent, adaxially glabrous, shallowly canaliculate; the blade subcoriaceous to coriaceous, ovate, oblong-ovate, oblong-elliptic, (8–)14–25(–33) × (6–)10–18 cm, margin entire; base truncate to obtuse, rarely acute; apex rounded, often emarginate; secondary veins 15–20 pairs, connected by an arched vein 4–20 mm from margin; higher order venation reticulate; adaxial surface glabrous; abaxial surface minutely black glandular punctate, pilose-pubescent, tan-yellow, or glabrate; mid-rib usually densely pilose-strigose; secondary veins pilose-strigose. Inflorescences in ramiflorous, densely fasciculate cymes, occasionally axillary, (4–)9–18 flowered, to 40 mm long, purple-red when fresh; peduncles 2–5 mm long, glabrate, branched to second degree; primary branches 2–4 pairs; pedicels 4–14 mm long, glabrate; bracteoles triangular-ovate 0.3–0.4 mm long. Flowers unisexual, 4-merous; perianth glabrate; androecium, nectary disc and gynoecium glabrous; ovary greenish glabrous; stigma 4-lobed ca. 0.5 mm diameter; staminate flowers with sepals orbicular-ovate, free, 0.3–0.5 × 0.5–0.7 mm, glabrate; petals green with purple streaks, narrowly deltate to ovate, 2.5–4.0 mm long; stamens 8; antisepalous filaments ca. 3.5 mm long; antipetalous filaments ca. 2.5 mm long; anthers ellipsoid ca. 0.5–0.6 mm long, with pollen; style obsolete; pistillate flowers with sepals orbicular-ovate, free, 1.0 × 1.3–1.5 mm; petals green, dorsally purple, narrowly deltate to ovate, free, 2.8–3.0 mm long; staminodes 8; antisepalous filaments ca. 0.5 mm long; antipetalous filaments ca. 0.4 mm long; anthers ovoid-ellipsoid ca. 0.5–0.6 mm long, no pollen observed; style 1.5 mm long. Capsules green with purple irregular streaking when fresh, 3–4 × 10–14 mm; carpels basally connate 1/6 to 1/5 their length, exocarp glabrous; endocarp glabrous. Seeds 1–2 per carpel, ovoid, 3–3.5 mm long.
USA. Hawaiian Islands, Kaua‘i: Līhu‘e District; all collections from ‘Iole headwaters • 1 ♂; 884 m alt.; 20 Oct 2021 (fl.); Wood et al.18830 (PTBG) • 1 ♀; 884 m alt.; 20 Oct 2021 (fr.); Wood et al. 18831 (PTBG, US) • 1 ♂; 884 m alt.; 20 Oct 2021 (fl.); Wood et al. 18832 (BISH, PTBG) • 1 ♀; 884 m alt.; 20 Oct 2021 (fr.); Wood et al. 18833 (PTBG) • 1 ♀; 884 m alt.; 8 Sep 2022; Wood et al. 19146 (PTBG, US) • 1 ♀; 900 m alt.; 8 Sep 2022 (fl.); Wood et al. 19148 (UC, PTBG) • 914 m alt.; 8 Sep 2022; Wood et al. 19151 (BISH, NY, PTBG, UC, US) • 890 m alt.; 29 Dec 2022; Wood & Perlman 19245 (PTBG) • 1 ♂; 884 m alt.; 10 Aug 2023 (fl.); Wood et al. 19367 (PTBG) • 1 ♂; 884 m alt.; 10 Aug 2023 (fr.); Wood et al. 19368 (PTBG); • 884 m alt.; 10 Aug 2023 (fl.); Wood et al. 19369 (PTBG) • 1 ♀; 911 m alt.; 10 Aug 2023 (fl.); Heintzman et al. KP08102301 (PTBG).
Melicope iolensis has been observed with flowers during the months of August and October and with fruit in August, September and October.
The name Melicope is derived from the Greek meli, honey and kope, cut in pieces, alluding to the lobed floral nectary (
Molecular phylogenetic analyses, based on RADseq datasets (Restriction-Site Associated DNA-sequencing; see
Morphologically, Melicope iolensis is most similar to M. wawraeana, but can easily be separated by its combination of leaves abaxially glabrate to pilose-pubescent (vs. glabrous on M. wawraeana); inflorescence ramiflorous, rarely axillary (vs. axillary); sepals on staminate flowers glabrous, 0.3–0.5 mm long (vs. puberulent, 3.5 mm long); capsules with endocarp and exocarp glabrous, connate 1/6–1/5 their width, up to 14 mm wide, with green and purple streaking (vs. endocarp and exocarp usually sparsely puberulent, connate 1/2 width, up to 20 mm wide, dark green); and seeds 3–3.5 mm long (vs. 5–8 mm) (Table
Melicope iolensis
is not closely comparable morphologically to any of the remaining Hawaiian Megacarpa taxa. Specifically on Kaua‘i, as a tree up to 8 m tall, it differs from the shrubs M. feddei (H.Lév.) T.G.Hartley & B.C.Stone, M. kavaiensis (H.Mann) T.G.Hartley & B.C.Stone and M. macropus (Hillebr.) T.G.Hartley & B.C.Stone. It also differs from those three shrub species in having longer petioles and leaves, inflorescence ramiflorous, rarely axillary, shorter sepals and smaller capsules and seeds (Table
Melicope iolensis
is endemic to the volcanic island of Kaua‘i (Fig.
The plant community where Melicope iolensis occurs is a Metrosideros Banks ex Gaertn. (Myrtaceae) / Cheirodendron Nutt. ex Seem. (Araliaceae) montane wet forest with matting ferns of Dicranopteris Bernh. and Diplopterygium (Diels) Nakai (Gleicheniaceae) and a dissecting riparian drainage. The forested slopes are steep with a diverse mixture of native sedges, grasses, ferns, herbs, shrubs and trees, along with a high density of terrestrial and epiphytic bryophytes throughout. Associated genera of trees include Polyscias J.R.Forst. & G.Forst. (Araliaceae); Pritchardia Seem. & H.Wendl. (Arecaceae); Dubautia Gaudich. (Asteraceae); Cyanea Gaudich. (Campanulaceae), Perrottetia Kunth (Dipentodontaceae); Antidesma L., Euphorbia L. (Euphorbiaceae); Hydrangea Gronov. (Hydrangeaceae); Geniostoma J.R.Forst. & G.Forst. (Loganiaceae); Eurya Thunb. (Pentaphylacaceae); Myrsine L. (Primulaceae); Syzygium Gaertn. (Myrtaceae); Bobea Gaudich., Coprosma J.R.Forst. & G.Forst., Kadua Cham. & Schltdl., Psychotria L. (all Rubiaceae); Melicope J.R.Forst. & G.Forst. (Rutaceae); and Pipturus Wedd. and Touchardia Gaudich. (Urticaceae). Genera of sedges and grasses include Carex L., Cyperus L., Machaerina Vahl (Cyperaceae); Eragrostis Wolf, Panicum L. (Poaceae); herbs and shrubs include Bidens L. (Asteraceae); Vaccinium L. (Ericaceae); Cyrtandra J.R.Forst. & G.Forst. (Gesneriaceae); and the woody climber Freycinetia Gaudich. (Pandanaceae). Genera of ferns include Asplenium L., Hymenasplenium Hayata (Aspleniaceae); Deparia Hook. & Grev., Diplazium Sw. (Athyriaceae); Sadleria Kaulf. (Blechnaceae); Cibotium Kaulf. (Cibotiaceae); Microlepia C.Presl (Dennstaedtiaceae); Ctenitis (C.Chr.) C.Chr. (Dryopteridaceae); Hoiokula S.E.Fawc. & A.R.Sm. and Menisciopsis (Holttum) S.E.Fawc. & A.R.Sm. (Thelypteridaceae).
Melicope iolensis K.R.Wood, Lorence & W.L.Wagner A fruiting branch B abaxial leaf surface on branch in A showing pubescence C abaxial surface of large leaf showing marginal and secondary venation D abaxial surface of large leaf in C showing scattered minute pubescence E portion of infructescence with connate capsules (Megacarpa) showing irregular streaking A–E from photos of holotype, Wood, Heintzman & Deans 19143 (PTBG, US) (Illustration by Alice Tangerini).
Melicope iolensis K.R.Wood, Lorence & W.L.Wagner A staminate flower and bud B staminate flower, lateral view with petal cut away to show antisepalous and antipetalous stamens and two minute sepals C pistillate flower, lateral view with two petals folded down to show staminodes and pistil and one minute sepal D dehisced fruit, showing seeds A, B 20 Oct 2021, from photos of Wood, Heintzman & Deans 18830 (PTBG) C 10 Aug 2023, from photos of Wood, Heintzman & Deans 19369 (PTBG) D from holotype, 8 Sep 2023, Wood, Heintzman & Deans 19143 (PTBG, US) (Illustration by Alice Tangerini).
Melicope iolensis K.R.Wood, Lorence & W.L.Wagner A habit of young tree B fruiting branch with axillary and fasciculate cymes C habitat, looking down into hanging valleys below Kawaikini summit. All photos by K.R. Wood. A 29 Dec 2022, Wood & Perlman 19245 (PTBG) B from holotype, 8 Sep 2022, Wood, Heintzman & Deans 19143 (PTBG, US) C 28 Jan 2022.
Melicope iolensis K.R.Wood, Lorence & W.L.Wagner A infructescence with connate capsules (Megacarpa) showing green and purple streaking B staminate flower and buds C abaxial leaf surface showing close-up of pubescence. All photos by K.R. Wood. A, C from holotype, 8 Sep 2022, Wood, Heintzman & Deans 19143 (PTBG, US) B 20 Oct 2021, Wood, Heintzman & Deans 18830 (PTBG).
Comparison of morphological characters of all eight Kaua‘i Melicope species with carpels connate at base, capsules 4-lobed, and leaves opposite (i.e., Megacarpa).
Character | M. iolensis | M. cruciata | M. feddei | M. kavaiensis | M. macropus | M. nealae | M. puberula | M. wawraeana |
---|---|---|---|---|---|---|---|---|
Habit | Tree | Tree | Shrub | Shrub | Shrub | Shrub | Tree | Tree |
Leaf length (cm) | (8–)14–25(–33) | 8–17 | 2–8(–14) | 5.5–18 | 10–15 | 3–18 | 6–17 | 4–20(–30) |
Abaxial leaf pubescence | Glabrate to pilose–pubescent | Sparsely pilose | Glabrous | Sparsely pilose | Glabrate | Pilose–pubescent | Sparsely pilose | Glabrous |
Petiole length (mm) | (20–)30–70 | 10–35 | 5–25 | 10–40 | 12–20 | 10–30 | 20–30 | 10–50 |
Inflorescence | Ramiflorous and axillary | Axillary | Axillary | Axillary | Axillary | Axillary | Axillary | Axillary |
# of flowers | 9–18 | 3–6(–12) | 1–5(–15) | (1–)3–9(–11) | 1–3 | 1–5 | 3–9(–15) | 5–15(–21) |
♂ Sepal length (mm) | 0.3–0.5 | 3–3.5 | 2–2.5 | 3.5–5.5 | Unknown | 2.5 | 3–3.5 | 3.5 |
♀ Sepal length (mm) | 1.0 | 3.5–5 | 2–2.5 | 2–4 | 1.5 | 2.5 | 2–4.5 | 3.0 |
♀ Sepal indumentum | Glabrous | Puberulent | Glabrous to sparsely puberulent | Glabrate to sparsely puberulent | Minutely puberulent | Puberulent | Puberulent | Puberulent |
Capsule width (mm) | 10–14 | 24–34 | 16–25(–30) | (13–)18–40 | 25–35 | 20–27 | 14–20 | 11–20 |
Carpel length (mm) | 4–6 | 12–17 | 7–12(–14) | 8–20 | 12–18 | 10–12 | 7–10 | 6–7 |
Carpel % connate | 1/6–1/5 | 1/4 | 1/6–1/4 | 1/5–1/2 | 1/6 | 1/2–3/4 | 1/2 | (1/3–)1/2 |
Capsule color | Green w/ purple streaking | Green | Reddish green | Green | Green | Green | Dark red | Dark green |
Pubescence on exocarp | Glabrous | Glabrous | Glabrous | Glabrous | Sparsely puberulent | Puberulent | Puberulent | Puberulent to glabrous |
Pubescence on endocarp | Glabrous | Densely short villous | Glabrous | Glabrous | Glabrous | Glabrous | Short villous | Sparsely puberulent to glabrous |
Seed length (mm) | 3–3.5 | 7.5 | 4–8 | 6–10 | 5–6 | 5–8 | 5–6 | 5–8 |
To accommodate Melicope iolensis, the following couplets can be inserted into the existing key to Hawaiian Melicope (treated as Pelea) by Stone, Wagner and Herbst (in
18(15) | Carpels connate 1/6–1/2 their length, sometimes recurved or reflexed before dehiscence; endocarp glabrous or pubescent; leaves rarely inrolled-revolute near base (Megacarpa) | 19 |
18 | Carpels connate 2/3 to throughout their length, never recurved; endocarp glabrous; leaves often inrolled-revolute near base (Cubicarpa) | 64 |
19(18) | Exocarp sparsely to densely puberulent or tomentose, at least towards base along suture | 20 |
19 | Exocarp glabrous or glabrate, sometimes with a few hairs widely spaced over surface | 49 |
49(19) | Endocarp densely and uniformly short-villous; K | M. cruciata |
49 | Endocarp glabrous or sparsely puberulent, especially along suture | 50 |
50(49) | Leaves ternate; O | M. lydgatei |
50 | Leaves opposite | 51 |
51(50) | Most petioles 0–10 mm long | 52 |
51 | Most petioles over 10 mm long | 58 |
58(51) | Ovary sparsely to densely puberulent or tomentulose, exocarp glabrate to minutely puberulent | 59 |
58 | Ovary and exocarp glabrous | 60 |
60(58) | Inflorescence ramiflorous and axillary, leaves glabrate to pilose-pubescent abaxially, seeds 3–3.5 mm long; K | M. iolensis |
60 | Inflorescence axillary, leaves glabrous abaxially, seeds 4–8 mm long | 60a |
60a(60) | Carpels slightly ascending in fruit, 7–12(–14) mm long, sprawling, prostrate or erect shrubs 1–2 m tall, leaves 2–8(–14) cm long; K | M. feddei |
60a | Carpels spreading at 180° or reflexed in fruit, 10–24 mm long, sprawling shrubs or trees 1–10 m tall, leaves usually more than 8 cm long | 61 |
Melicope iolensis falls into the Critically Endangered (CR) category according to the criteria (B1ab(iii)+B2ab(iii) which reflects a severely limited EOO of 1 km2 and AOO of 1 km2, a severely fragmented population of only one small subpopulation consisting of 15 mature plants and a continued decline in quality of habitat inferred. The continued decline in quality of habitat for M. iolensis is evidenced by severe habitat degradation from invasive non-native mammals such as goats (Capra hircus L.), pigs (Sus scrofa L.) and rats (Rattus spp.), along with introduced slugs, insects and disease. In January 2024, we observed the destruction of numerous rare Cyanea species in the immediate area by wild goats.
Other serious threats to the habitat include hurricane force winds, flash floods and landslides triggered after torrential rains. Specific invasive non-native plants that displace naturally occurring ones locally include Erigeron karvinskianus DC., (Asteraceae); Buddleia asiatica Lour. (Buddlejaceae); Sphaeropteris cooperi (Hook. ex F. Muell.) R.M.Tryon (Cyatheaceae); Juncus planifolius R.Br. (Juncaceae); Miconia crenata (Vahl.) Michelang. (Melastomataceae); Psidium cattleyanum Sabine (Myrtaceae); Axonopus fissifolius (Raddi) Kuhlm., Paspalum urvillei Steud., Paspalum conjugatum P.J.Bergius (Poaceae); and Rubus rosifolius Sm. (Rosaceae).
Seeds of Melicope iolensis have been collected by NTBG Science staff and plants are now being cultivated at the NTBG Horticultural Center, Kaua‘i, Hawai‘i.
For assistance in forest research and herbarium collections, we are grateful to Scott Heintzman, Susan Deans and Steve Perlman. For conservation research and support, we acknowledge the National Tropical Botanical Garden; the U.S. Fish and Wildlife Service; the Hawai‘i State Department of Land and Natural Resources; the Plant Extinction Prevention Program of Hawai‘i; Department of Botany, Smithsonian Institution; and the Department of Systematic Botany, University of Göttingen, Germany. Much appreciation is extended to Timothy Flynn curator of the PTBG Herbarium and Hiromi Johnson for mounting all the type specimens. Gratitude is extended to curators of the herbaria, BISH and US for access to specimens. We thank Alice Tangerini for her excellence in creating the illustrations and figures and thank reviewers Yeison Londoño Echeverri and Marco Duretto for greatly improving this manuscript.
The authors have declared that no competing interests exist.
No ethical statement was reported.
No funding was reported.
Kenneth R. Wood / lead author and field research; David H. Lorence / co-author and field research; Warren L. Wagner / co-author; Marc S. Appelhans / co-author, phylogenetic analyses.
Kenneth R. Wood https://orcid.org/0000-0001-6446-1154
David H. Lorence https://orcid.org/0000-0002-6735-9531
Warren L. Wagner https://orcid.org/0000-0001-5012-8422
Marc S. Appelhans https://orcid.org/0000-0003-4864-5003
All of the data that support the findings of this study are available in the main text.