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jdmore Genus Holodiscus

What should iNat do with North American Holodiscus?

Jul. 29, 2020 00:56:35 +0000 jdmore

Now following POWO

Comments

Holodiscus is currently a taxonomic mess, even in POWO (I'll explain). No two modern treatments of the taxa north of Mexico agree on how to treat the five taxa that have been recognized there (discolor, dumosus, glabrescens, microphyllus, sericeus).

To illustrate, I've posted the following 1-page PDF chart showing how various modern floristic treatments (Flora of North America, Jepson Manual, Intermountain Flora) compare against each other, and with POWO and iNaturalist. (The recent Oregon and Pacific Northwest checklists seem to follow FNA for what they cover.)

https://drive.google.com/file/d/1roJ78y4OGYTrO6_FfXEWFFPvszbAxE3h/view?usp=sharing

One thing to note in that chart is that POWO includes dumosus (in different combinations) under both H. discolor and H. dumosus. So clearly their treatment is not yet ready for prime time.

Flora of North America would be the only other complete treatment for the North American taxa. Should we deviate from POWO and adopt FNA for now, or wait for POWO to get things cleaned up first?

If we do deviate, the resulting taxon changes will potentially affect thousands of observations, so we should try to get some community consensus first. I am @ tagging the following folks as a start, but feel free to @ tag others in your comments who might have input. (And of course, no need to respond if this doesn't interest you.)

@aaronliston
@ahowald395
@ajwright
@aspidoscelis
@cyberflora
@deantaylorbotanist
@dhwilken
@gentilcore
@jdjohnson
@jrebman
@rick_williams
@rojosmojo
@sedgequeen
@sganley
@stevejones
@tmessick
@twainwright
@walterfertig
@wisel

Posted by jdmore over 3 years ago

Oh, sh--! I recently went through and ID'd a bunch of Holodiscus "discolor" as one more in my occasional effort to turn a lot of observations of easy-to-identify species to "research grade." Easy to identify as far as I know, anyway. I didn't know about this. My default is to trust FNA, though in a few cases it's not great. I'd vote to follow FNA, but I don't actually know what's best. Add "peterzika" to your list; he may have an opinion.

Posted by sedgequeen over 3 years ago

To my knowledge, nobody is working on Holodiscus, let alone with the fine-toothed comb it deserves.

Ley's 1943 monograph is not a great help, ignoring apparent interesting variation and making much of what doesn't seem at first glance to be important, but it will be interesting to see if her ideas are vindicated with modern methods after the lumping craze of the 60s through the 90s. Additionally, the variety H. dumosus var. cedrorus was recently published.

In my opinion, there is a clear need for much new primary research on the genus, and debating it extensively here to me verges uncomfortably on trying to do that research without requisite data. No treatment currently appears adequate for the genus.

So, the question to me is, what is the best solution while we wait, knowing that every option is bad?

To me, FNA seems the best treatment currently, and POWO poorly reasoned. (POWO in general is suspect for North American plants, pursuant to some apparent patterns in the treatments they choose to follow.) However, I am not sure that making any change that will affect a large number of observations, when doing so will not provide more clarity to the community or to workers (as in this morphologically difficult complex), is justified when all options are unsatisfactory.

Posted by ajwright over 3 years ago

I've tried to follow FNA on this somewhat unsuccessfully.

Flora of the Spring Mountains (Niles and Leary 2013 draft) lists H. microphyllus var. microphyllus as the only species present specifically lumping vars. glabresences and sericeus in with it despite that being the type locality for H. m. sericeus. But at that point, they should have dropped the var. altogether.

SEINet has taken to doing just that lumping all forms into simply H. discolor - no varieties at all. I can't find a source for why they do what they do, but I know this is also the way Welsh treated this in the most recent A Utah Flora (5 ed., 2015). He says "Attempts at recognition of interspecific taxa are fraught with difficulties which are likely ecological rather than genetic reflections. A conservative approach is indicated." I tend to agree with him here.

Jepson notes in their treatment "Highly variable; varieties intergrade." Their treatment may be updated again soon. Raiche and Reveal (2011) published H. d. var. cedrorum as a new coastal CA variety and the name is currently pending for acceptance in Jepson. I don't know if this species was on FNA's radar in 2015 when Rosaceae vol. came out as it's not synonymized.

That said, following FNA on terminology makes more sense than POWO. It preserves the most potential diversity if a revision ever works out good varieties for the group.

Posted by gentilcore over 3 years ago

I don't have a lot of experience with the taxonomy of this group but from working on the Lupinus lepidus complex last year, I'm sure that POWO doesn't keep up with the FNA treatments. I think POWO is generally great but they don't have infinite resources to keep up with all of the taxonomy changes around the world.

From a data management perspective, it's a lot easier to maintain the finer divisions now and lump them together in the future if genetic data support it than it is to lump everything now and manually separately them later if genetic research supports that instead.

Posted by jdjohnson over 3 years ago

I can say that identifying Holodiscus in Mono Co has always been a challenge, all the way back to the Munz Flora days. I have puzzled over the various keys, finding them inadequate to identify the plants here. I do wonder how POWO decides which treatments they will use, as I find some of the new names to be head-scratchers. Maybe their methods are buried deeper in the website than I have ventured. I can see why using POWO is the simple choice for iNat, but it certainly causes problems in some western USA groups.

Posted by ahowald395 over 3 years ago

I just saw this flag in a comment after trying to fix a whole bunch of observations called H. dumosus in CA as all the treatments I looked at said only H. discolor was in California except for one variety of H. dumosus, which was recently put in H. discolor. Anyway, key to California Holodiscus from 2020 below. Whether it is right or wrong, I don't know and it sounds like no one else knows either.
https://www.mapress.com/pt/article/view/phytotaxa.477.2.13

Posted by keirmorse over 2 years ago

What an odd paper...

Posted by ajwright over 2 years ago

Yeah, and it should be noted that the DNA sequences they use to make their decision to consider them all one species often can't distinguish between closely related taxa, but I guess it confirms they are likely at least somewhat closely related.

Posted by keirmorse over 2 years ago

I emailed POWO and they gave a somewhat confusing response. They said Holodiscus discolor var. cedrorus will be in POWO soon but they didn't say whether it would be recognized or be a synonym.

They actually use the recent paper as a reference for microphyllus being a variety of discolor:
https://powo.science.kew.org/taxon/urn:lsid:ipni.org:names:123571-2

They also said "It is all confusing with H. dumosus being a superfluous name." So, I'm prodding them more about what they mean by that and asked them about references as POWO is really confusing there as many decisions do not provide supporting references and many important references are not cited for many taxa.

Posted by keirmorse over 2 years ago

That does add another wrinkle... I looked at the protologue and Spiraea discolor var. dumosa does appear to possibly be an illegitimate name. It may hinge on 1) Watson's use of synonymy to indicate prior circumscription vs. typification, as was sometimes done in America and still in fossil works, and 2) his apparent preference to not use autonyms?

I'm now wondering why we're not using the basionym Spiraea ariifolia Sm. (-> Holodiscus ariifolius (Sm.) Greene), since I can't immediately find a reason why it's not valid or legitimate...

Posted by ajwright over 2 years ago

POWO says discolor and dumosus are homotypic. I tried looking into that and found it confusing. See:
https://www.tropicos.org/name/27803715

Arrifolia appears to have been published after discolor:
https://www.tropicos.org/name/50156506

Posted by keirmorse over 2 years ago

Riiiiight, S. discolor is a Pursh name, 2-3 years before Smith.

I think I see the issue now. S. dumosa was a Nuttall manuscript designation. Torrey & Gray did not accept it in their flora, only citing it in synonymy under S. ariaefolia var. discolor, and so did not validate the designation. However, this SHOULD mean that S. dumosa Nutt. ex Hook. is not an illegitimate homonym, since no valid homonymous name antedates it - however, it is illegitimate on the grounds of including the type of S. discolor, since Hooker accepts Torrey and Gray's circumscription of S. ariaefolia var. discolor (which include's Lewis's specimen) even though he does not cite the Lewis specimen himself.

This means that Watson erected a new name in S. discolor var. dumosa, but one which cannot be combined at species rank in Spiraea because the Hooker name blocks it (it is not blocked in Holodiscus). Its legitimacy is also debatable itself since it is possible that Watson used it where we would use the autonym - he cites the Torrey & Gray circumscription like Hooker, but it's less clear in this case because he correctly uses Pursh's name for the overarching species. So, its combination H. dumosus (S. Watson) A. Heller may also be illegitimate - and it unfortunately antedates H. microphyllus Rydb. by six years.

It's probably resolvable as I can only assume someone has previously done work explaining Watson's working methods. I think it probable that all use of any instance of "dumosus" will have to be discarded.

Posted by ajwright over 2 years ago

That was sort of the impression I got out of it. The problem is what to call the FNA Holodiscus discolor var. dumosus. Maybe it should just be part of Holodiscus discolor var. discolor (as POWO treats it) if everyone is confused anyway.

Posted by keirmorse over 2 years ago

I noticed that POWO has now updated its treatment of Holodiscus (https://powo.science.kew.org/taxon/urn:lsid:ipni.org:names:1041427-2), eliminating dumosus and considering everything north of Mexico to be discolor with 4 varieties: cedrorum, discolor, glabrescens, microphyllus. Oddly, they consider glabrescens to only occur in California, which contradicts FNA and others. H. dumosa is synonomized with discolor at the species level instead of the variety level, which may require some finessing of any taxon swaps.
Personally, I would be fine with iNat adopting this as an internally-consistent scheme, although it does not include var. sericeus and adds cedrorum, which some may find objectionable.

Posted by twainwright over 1 year ago

Thanks @twainwright for this update. I have posted an updated taxonomic comparison among treatments, adding a new column for the 2022 POWO treatment, and new rows for saxicola (+boursieri) and cedrorum, both of which were added to iNaturalist within the past few months.

https://drive.google.com/file/d/1xVTYxTtkafejJMZ79JIQYPE1mh2Qt2Er/view?usp=sharing

Other than a differing interpretation of what saxicola (+boursieri) represents, POWO now corresponds to the current Jepson Manual treatment for these taxa. While the basis for POWO's update...

https://www.mapress.com/j/pt/article/view/phytotaxa.477.2.13/42299

...isn't on the most solid of ground, I am also willing to go with the plurality of two (treatments) and align with POWO at this point, and have drafted the needed taxon changes:

https://www.inaturalist.org/taxon_changes/114709
https://www.inaturalist.org/taxon_changes/114710
https://www.inaturalist.org/taxon_changes/114711

After swapping H. dumosa glabrescens into H. discolor glabrescens, I think H. dumosa can just go directly into H. discolor with no special finessing. I think any attempt at an atlased split would be pretty unproductive, and I have the sense that most people had be using H. dumosa and H. discolor as alternate names for about the same broad taxonomic concept.

Since var. sericeus has not been in the iNat taxonomy up to this point, I don't think anyone will miss it.

Regarding the geographic distribution of var. glabrescens, I wouldn't put too much stock in what POWO is showing. I think they are probably being conservative and only including what they think they can verify. The Intermountain Flora treatment (vol. 3A: 74. 1997) cites five syntypes for glabrescens, 1 from CA, 3 from OR, and 1 from UT. Apparently no one has yet designated a lectotype. But even if they had, I think the distribution of var. glabrescens would still be unclear until specimens could be reassessed in light of the new treatment.

I will wait a few days for further discussion before committing the taxon changes.

Posted by jdmore over 1 year ago

Sounds reasonable to me

Posted by keirmorse over 1 year ago

@jdmore That looks good to me. Thanks for all your work on this.

Posted by twainwright over 1 year ago

Thanks all, I went ahead and committed the swaps.

Posted by jdmore over 1 year ago

@jdmore - Thanks Jim! I'm very glad to see this resolution.

Posted by ahowald395 over 1 year ago

Checking the POWO Holodiscus records, I found Holodiscus discolor var. dumosus Maxim. ex J.M.Coult. included as a synonym in Holodiscus australis A.Heller, not as any variety of Holodiscus discolor. The iNaturalist, however, does not contain H. australis, neither suggests any replacement for H. discolor var. dumosus.
Should it be synced with POWO again?

Posted by zharkikh over 1 year ago

Looks like there is at least one POWO error as the basionym author is missing and the basionym has a different synonym in POWO.

Posted by keirmorse over 1 year ago

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