vii. classification of the tribe a numerical...
TRANSCRIPT
VII . CLASSIFICATION OF THE TRIBE HELlANTHEAE - A NUMERICAL APPROACH
(I Sneath and Sokal (1962) de f i ned numer ica l taxonomy as t h e
numer ica l evaluat ion o f the a f f i n i t y o r s i m i l a r i t y between
taxonomic un i t s and the o rde r ing o f these un i ts in to taxa on t h e
\I
bas is o f t h e i r a f f i n i t i es . It a lso ' encompasses " t h e drawing o f
phy logene t i c inferences from the data b y s t a t i s t i c a l o r o ther
mathemat ica l methods". The aim, p r i n c i p l e s and p h i l o s o ~ h y
b e h i n d t h e numerical taxonomy are e legant ly presented b y t h e
above worke rs i n t h e i r c lass ica l book on numerical taxonomy.
Stated i n a nut she l l , the who le "opera t ion of the numerical
taxonomy can- ' be c a r r i e d out i n the fo l l ow ing sequences :
Organisms and charac ters a r e chosen and recorded; t h e
resemblances between the' organisms a r e calculated; taxa are based
on these resemblances; and las t general i sa t ions are made about the
taxa" (Sneath and Sokal, 1963). B o t h ' p h e n o t y ~ i c ' and
I phy logene t i c ' re la t ionsh ips can b e e luc ida ted b y t h e appropr ia te
numer ica l taxonomic methods.
Numerical taxonomy has t h e v e r s a t a l i t y t o integrate data
from d i v e r s e sources (such as f rom morphology, cyto logy,
c h e m i s t r y e tc ) . According to t h e pro togon is ts o f t h i s system, t h e
numer ica l taxonomic methods be ing quan t i t a t i ve , p r o v i d e greater
d isc r im ina t i on along t h e spectrum o f taxonomic d i f f e rences and a r e
more sens i t i ve i n d e l i m i t i n g taxa; and the reby t h e y shou ld
g i v e be t te r taxonomic keys and c lass i f i ca t ion . The methods o f
numerical taxonomy h a v e become power fu l too ls i n t he hands o f
t h e taxonomists, no t on l y f o r t he i den t i f i ca t i on o f taxa and t h e i r
in te r re la t ionsh ips , b u t a lso i n answering and i n te rp re t i ng a number
o f b io log ica l concepts and t o t h e pos ing o f new b io log i ca l and
evo lu t ionary quest ions.
The bas i c u n i t o f numerical. taxonomy i s t h e 'Operat ional
Taxonomic Un i t (OTU) ' , w h i c h i s t h e term g iven to t h e lowest
taxon being s tud iea i n a p a r t i c u l a r invest igat ion. They can b e
fami l ies, genera, species o r i n d i v i d u a l s o r any o t h e r taxonomic
e n t i t y . Each OTU has t o b e scored f o r t h e possession o f one o r
more ' charac ter s t a t e s ' o r a t t r i b u t e s f o r each cha rac te r w h i c h
r e s u l t s i n a data m a t r i x o f a t t r i bu tes . T h i s da ta m a t r i x i s then . analysed using one o r more o f t h e many methods ava i lab le .
Many w e l l c a r r i e d out numerical taxonomic studies have
been repor ted d u r i n g t h e l a s t two decades o f i t s existence, a
comprehensive r e v i e w o f w h i c h i s g iven b y Sneath and Sokal
( 1 9 6 3 ) . These s tud ies a l so show t h e a d a p t a b i l i t y o f t h e
numer ica l taxonomic methods t o any l eve l o f taxonomic
organisation, subspec i f i c , spec i f i c , generic, f a m i l i a l and
suprafami l i a l l eve l s .
C l u s t e r Ana lys i s - Numerical technique u s e d i n t h e present s t u d y
The ob jec t i ve o f c l us te r ana lys i s i s t o dev i se a
c l a s s i f i c a t i o n scheme f o r grouping a g i ven se t o f v a r i a b l e s o r
i n d i v i d u a l s (each of wh ich i s d e s c r i b e d b y a set o f numerical
measures) i n to a number o f c lasses such tha t objects w i t h i n
classes are s i m i l a r i n some respect and d i f f e r e n t from those i n
o the r classes.
The present s tudy i s an a t tempt t o c l a s s i f y 39 taxa based
on t h e fo l l ow ing 37 parameters.
Achene main a x i s ( l eng th i n mm)
Achene cross a x i s (d iameter i n mml
Pa l isade ra t io .
Stomata1 index (upper1
Stomata1 inqex ( l o w e r )
Stomata1 frequency (upper )
Stomata1 frequent;/ ( l ower )
Guard c e l l s i ze ( l eng th i n p m )
Guard c e l l s i ze ( b r e a d t h i n pm)
Po lar diameter i n pm
Equator ia l d iameter i n p m
Spine he igh t (pm)
Distance between adjacent sp ines (pm)
Ex ine th ickness (pm)
B read th o f roo t vessel i n pm
Length o f r o o t vessel i n pm
Bread th o f nodal vessel i n prn
Length o f nodal vessel i n p m
Bread th o f in ternodal vessel i n pm
Length of in ternodal vessel i n
Shape o f t h e leaf apex
Shape o f t h e lea f base
Margin o f t h e lea f
Tex ture o f t h e lea f
Nature o f p r i m a r y v e i n
Type o f venat ion
Marginal u l t ima te venat ion
Shape o f t h e leaf
Achene shape
Colour o f t h e achene
Nature o f pappus
Surface ornamentation I S E M )
Vein- is le t numberlmm2
Vein let enter ing t iumberlmm2
Vein ending terminat ion number lmm2
Absolute v e i n - i s l e t number i n thousands
Absolute ve in le t terminat ion number i n thousands.
Ana lys is i s done us ing 4 d i f f e r e n t methods viz., average
l inkage, complete l inkage, c e n t r o i d and median method. The
i npu t data f o r the numerical ana lys i s i s g i ven i n Table.22.
1. Average L inkage Method
I n t h i s method, t h e d i s tance between two groups i s
d e f i n e d as t h e average o f t h e d i s t a n c e s between a l l p a i r s of
i n d i v i d u a l s o f t h e two groups. T h i s method o f c luster ing i s no t
dependent on t h e extreme values f o r de f i n ing c lusters and
acco rd ing l y i t i s not poss ib le t o make any statement about t h e
minimum o r maximum s i m i l a r i t y 9 a i t h i n a c lus te r .
Many average l inkage methods have been developed.
Among these, t h e unweighted p a i r group method using a r i t hme t i c
averages (UPCMA) i s t he one most f r e q u e n t l y used. It r e s t s on
t h e p l a u s i b i l i t y of t he concept o f an average s i m i l a r i t y and
d i s s i m i l a r i t y coef f i c ien t . Average c o r r e l a t i o n s between OTUs have
u s u a l l y been computed as averages o f t h e i r t ransformed values,
w h i c h a r e then back- t ransformed in to c o r r e l a t i o n measures.
. The m a t r i x of co r re la t i on i s p resented i n Table.21. The
cor respond ing dendrogram.of t h e c l u s t e r fo rmed a r e given i n Fiq.
27. From t h e f i g u r e the fo l low ing c l u s t e r s a r e formed.
C lus te r I
Montanoa b i p i n n a t i f i d a C. Koch
Gal insoga p a r v i f l o r a Cav.
Spi lanthes u l ig inosa Sw.
Xanthium ind icum J. Koenig
Wedel ia ch inens is (Osbeck) Mer r .
Wedel ia u r t i c i f o l i a DC.
Sigesbeckia o r i e n t a l i s L.
Rudbeck ia lac in ia ta L.
D a h l i a pinnata Cav.
Acanthospermum h i sp idu rn DC.
C l u s t e r II
Cosmos b ip innatus Cav.
Spi lanthes oleracea L.
Spi lanthes rad icans Jacq.
Gui znt ia abyssin ica (L.f.1 Cass.
T i t h o n i a d i v e r s i f o l i a (Hernsley) A. Gray
C l u s t e r Ill
Zinnia l i nea r i s Benth..
D a h l i a i m p e r i a l i s Roezl .
Cosmos caudatus Kur7th
T i t h o n i a r o t u n d i f o l i a B lake
T i t h o n i a speciosa
Spi lanthes c i l i a t a H.B. K.
C l u s t e r IV
Glossogyne b idens (Retzd
Hel ianthus annuus L.
Hel ianthus l a e t i f l o r u s Pers.
Synedre l l a n o d i f l o r a [L. ) Gaertner
Z inn ia elegans Jacq.
B idens humi l i s H.B. K.
C l u s t e r V
Melampodium paludosum B. H. K.
Cosmos sulphureus Cav.
E c l i p t a p r o s t r a t a (L . ) L. Mant.
Lagascea mo l l i s Cav.
C l u s t e r V I
Wedel ia t r i l o b a t a (L. ) AS. H i t h .
Sp i lan thes ca l va OC. - Eleutheranthera r u d e r a l i s (Swar tz l Sch.
V I I. Bidens pilosa L.
V I I I . Parthenium hys terophon ls L.
IX. Coreopsis g rand i f l o ra Hogg.
X. Glossocardia bosva l lea (L.f.1 OC.
XI. B l a i n v i l l e a acmella (L. ) P h i l i p s o n
2. Complete L inkage ( f a r t h e s t ne ighbour ) Method
T h i s method i s c a l l e d complete l inkage because a l l
e n t i t i e s i n a c lus ter are l i n k e d to each o the r a t some maximum
d i s tance o r minimum s i m i l a r i t y .
The dendrogram obta ined i s g i v e n i n Fig. 28. From t h e
f i g u r e the fo l low ing c lus ters a re formed.
C l u s t e r I
Montanoa b i p i n n a t i f i d a C. Koch
Galinsoga p a r v i f l o r a Cav.
Soilanthes u l iginosa Sw.
Rudbeckia I a c i n i a t a L .
Cosmos sulphureus Cav.
Bidens p i l o s a L.
Dah l ia p innata Cav.
h i s p i d u m DC.
Spi lanthes oleracea L. -- Cosmos b ip innatus Cav.
C lus ter I 1
Guizot ia abyss in ica (L.f.) Cass.
Lagascea mol l i s Cav.
Glossogyne b idens (Retz.)
Hel ianthus lae t i f l o rus Pers.
T i thon ia d i v e r s i f o l i a (Hemsley) A. Gray
Zinnia l i n e a r i s Benth.
C lus te r Ill
Dah l ia i m p e r i a l i s Roezl.
Cosmos caudatus Kunth
T i thon ia r o t u n d i f o l i a B lake
Wedelia chinensis (Osbeck) Merr .
Spi lanthes radicans Jacq.
Hel ianthus annuus L.
Wedelia u r t i c i f o l i a DC.
Sigesbeckia o r i e n t a l i s L .
C l u s t e r I V
T i thon ia speciosa
Spi lanthes c i l i a t a H.B. K.
Synedre l la n o d i f l o r a (L. ) Gaertner
Xanthium ind icum J. Koenig
Wedel ia t r i l o b a t a (L. ) AS. H i th .
Spi lanthes c a l v a DC. -
Cluste r V
E leu theranthera r u d e r a l i s (Swartz) Sch.
E c l i p t a p r o s t r a t a ( L . ) L. Mant.
Z innia elegans Jacq.
B idens h u m i l i s H.B. K.
The r e s t o f t h e p lan ts on i n d i v i d u a l c lus ters .
3. Cen t ro id L inkage Method
The c e n t r o i d l inkage method o r t h e unweighted pa i rg roup
c e n t r o i d method (UPGMC] i s perhaps one o f t h e most a t t r a c t i v e
c lus te r i ng techniques used i n taxonomic s tud ies . The method
computes t h e c e n t r o i d o f t h e OTUs tha t j o in t o fo rm c lusters.
Distances a r e then computed between these centro ids. The
c e n t r o i d i s t h e p o i n t i n phenet ic space whoseco-ord inates are the
mean values o f each cha rac te r over t h e g i v e n c lus te r o f OTUs. It
i s a lso t h e centre of g r a v i t y o f t h e c l u s t e r o f OTUs. The
c e n t r o i d represents a p o i n t w i t h i n t h e phenet ic hype rcube and the
co-ord inates are simp1 y t h e observed f requencies o f t h e var ious
cha rac te rs (Sneath and Sokal, 1963)
The dendrogram obta ined i s as i n F ig. 29. The d i f f e r e n t
c lus te rs fo rmed by t h i s method i s as fo l lows.
C lus te r I
Montanoa b i p i n n a t i f i d a C. Koch
Galinsoga p a r v i f l o r a Cav.
Spi lanthes u l ig inosa Sw.
Rudbeckia l a c i n i a ta L.
Spi lanthes rad icans Jacq.
C lus te r II
Guizot ia abyss in ica (L.f.1 Cass.
Hel ianthus annuus L.
T i t h o n i a d i v e r s i f o l i a (Hernsley) A. Gray
C lus te r Ill
Xanthium in'dicum J. Koenig
Wedelia ch inens is (Osbeck) Mer r .
Wedelia u r t i c i f o l i a DC.
s iqesbeck ia o r i e n t a l i s L. - E c l i p t a p r o s t r a t a IL . ) L. Mant.
Dah l ia p innata Cav.
Rest o f t h e taxa a r e i n d i f f e r e n t i n d i v i d u a l c lus ters .
Median Method (Centra l o r nodal c lus te r i ng )
C lus te rs fo rmed from t h e dendrogram (Fig. 30) i s as
fo l lows.
C l u s t e r I
plontanoa b i p i n n a t i f i d a C. Koch
Rudbeck ia l ac in ia ta L.
E c l i p t a p r o s t r a t a (L.1 L. Mant.
D a h l i a p innata Cav.
Acanthospermum h i s p i d u m DC.
Cosmos b ip inna tus Cav.
S ~ i l a n t h e s o leracea L.
Cu izo t ia abyss in i ca (L.f.1 Cass. --
Lagascea m o l l i s Cav.
Z innia l i n e a r i s Benth:
D a h l i a i m p e r i a l i s Roezl.
Cosmos caudatus Kun ih
T i t h o n i a r o t u n d i f o l i a Blake
T i t h o n i a speciosa
C l u s t e r II
Sp i lan thes c i l i a t a H.B. K.
Clossogyne b idens (Retz.)
He l ian thus l a e t i f l o r u s Pers.
Cosmos su lphureus Cav.
B idens p i l o s a L.
Spi lan thes rad icans Jacq.
Cal insoga p a r v i f l o r a Cav.
Spi lan thes u l i g inosa Sw.
C l u s t e r Ill
Hel ianthus annuus L.
T i thon ia d i v e r s i f o l i a (Hemsley) A. Gray
The r e s t o f t h e taxa are i n s ingu lar c lus te rs .
DISCUSSION
Accord ing to Sneath and SokaI [1963) the taxonomic
systems a r e i n e v i t a b l y o v e r - s i m p l i f i e d representat ions o f the
m a t r i x o f a f f i n i t i e s among the forms s tud ied and there fore one
cannot demand pe r fec t i on o f such systems.
In t h e present study, it i s no tewor thy that , t h e resul ts
ob ta ined f rom t h e d i f f e r e n t methods o f c lus te r ana lys is a re not
uni form. ' Dendrogram revea ls t h a t va r i ous species belonging t o
t h e same genera f a l l under d i f f e r e n t c lus te rs i n a l l t h e th ree
methods. T h i s may be due t o t h e p r o v i s i o n o f some other
Parameters w h i c h a r e not inc luded i n t h e present study, since the
s t u d y i s not a h o l i s t i c one. The c l u s t e r s deve loped i s insu f f i c i -
ent t o show r e l a t i o n s h i p i n nature and t h e r e b y no t t a l l y i n g w i t h
t h e a l r e a d y e x i s t i n g c lass i f i ca t ions (Cassini , 1829; Lessing, 1832;
De Candolle, 1836; Bentham, 1873; Bentham & Hooker, 1876;
Hoffmann, 1890; Stuessy, 1977; and Robinson, 1981 ) .
From t h e present invest igat ion, it can b e i n f e r r e d tha t
these t y p e o f s tud ies would b e more usefu l i n understanding t h e
a f f i n i t i e s i n h i g h e r taxa and f a m i l i e s r a t h e r than between
s u b t r i b e s and genera. The cand ida te fee ls t h a t t h e r e i s scope
f o r f u r t h e r resea rch inc luding more gene t i ca l l y cont ro l led
parameters f o r conc lus ive results.
TABLE 22a : INPUT DATA FOR CLUSTER ANALYSIS
P6 67 .500 66 .600 45 .000 43.000 88.830 36 .000 43.710 40.000 GO. 300 22.500 40.000 89.430
0 .000
27. 5~10 20. 0 0 l : I ( ; . nu0 19 .350 0 . 9 4 0
I I . 340 I S . :>'to
; 1 0 . O ! J O 17. ( ' 4 0
(Continued.. .2)
v 1 v:: V 3
34. 5ti0 :I I .:Jail Z U . 4.10 2 5 . 4 4 0 29.500 37.000 35.1100 ',", : I t l o . > L , , lo( ! Z l i . 0!10 44. 100 45.400 35.000 3 5 . 0 0 0 25. 130 22.370
(Continued. . . 3 )
5. 000 ti. 000 1 .000 1.000 7 .000 3 .000 3.000 7 .000 0.000 1 . 000 6 .000 1 . 0 0 0 (i. 000 I , . <I00
7 .000 7 .000 5 .000 5 .000 1.000 1 . 0 0 0 1 . 000 7 . t i00
' 8 . 000 1 . :>00 1 .000 ! I . 000 (I. 000 7 .000 7. 000 7.000 7 .000 1.000 3 .000 1.000
4.000 4.000 3.000 I . og0
4.000 4.000 4.000 4.000 (I. 000 5.000 4.000
ti. 000 3.000 3.000 2.000
(Continued.. . 6 )
NOTE : The p lan ts a r e assigned w i t h corresoonding p lan t codes
(PC.1-39) as i n Table 1. 3 7 parameters as mentioned i n
t h e observat ions, used f o r t h i s ana lys is i s denoted as
P1.....P 37 ' The parameters such as shape o f the f r u i t ,
nature o f pappus, leaf shpae, w h i c h cannot b e r e ~ r e s e n t e d
L by numerical val'ues a re denoted w i t h code numbers as i n
Table 22b. A l l t h e o ther proper t ies , o t h e r than the above
mentioned ones are r e ~ r e s e n t e d w i t h t h e i r mean values.
TABLE : 22b
ASSIGNMENT OF CODES
CODE ASSIGNMENT FOR VARIABLES V1, V2, V3 ACCORDING TO DIFFERENT SCIENTISTS' CLAS$,IFICATION :
V1 BY SCIENTIST BENTHAM 8 HOOKER
V2 BY SCIENTIST TOD.F.STUESSY
V3 BY SCIENTIST HAROLD ROBINSON
CODE ASSIGNMENT FOR V1:
01 = LAGASCEAE 0 2 = MELAMPODIEAE 0 3 - AMBROSIEAE 0 4 = ZINNIEAE 0 5 = VERBESINEAE 0 6 = COREOPSIDEAE 0 7 = GALINSOGEAE
CODE ASSIGNMENT FOR V2:
01 = MELAMPODIINAE 0 2 = ZINNIINAE 03 = ECLIPTINAE 0 4 = VERBESININAE 05 = HELIANTHINAE 0 6 = COREOPSIDINAE 0 7 = . .GALI,NSOGINAE 08 . - - AMBROSIINAE
CODE ASSIGNMENT FOR - V3:
ABROS I INAE MELAMPODIIlJAE MILLERIINAE MONTANOINAE RUDBECKIINAE ECLIPTINAE HELIANTHINAE GALINSOGINAE COREOPSIDINAE
(Contd ... 2)
CODE ASSIGNMENT FOR PROPERTIES WHICH ARE USED OTHER THAN MEAN VALUES (NUMERIC VALUES) :
FOR PROPERTY 21:
0 1 = ATTENUATE 02 = OBTUSE 0 3 = ACUTE 04 = ROUNDED
FOR PROPERTY 22:
01 = ROUNDED 02 = ACUTE 0 3 = DECURRENT 04 = HASTATE 0 5 = SAGITTATE
FOR PROPERTY 23:
01 = SERRATE 02 = ENTIRE 0 3 = DENTATE 04 = CRENATE
FOR PROPERTY 24:
0 1 = CORIACEOUS 02 = CHARTACEOCS 0 3 = MEC4BRANACE:OUS
FOR PROPERTY 2 5 :
0 1 = MODERATE 0 2 = STOUT 0 3 = MASSIVE
FOR PROPERTY 26:
01 = LOOPED 0 2 = 1NTRAMARGI:NAL STRAIGHT VEIN
FOR PROPERTY 27 :
01 = ACRODROMOLIS , PERFECT, BASAL 02 = ACRODROMOUS, PERFECT, SUPRABASAL 0 3 = SEM1CRASPE:DODROMOUS 04 = ACTINODROPIOUS , PERFECT, B A S S 0 5 = ACTINODROMOUS, PERFECT, SUPRABASAL
FOR PROPERTY 28:
01 = OVATE 02 = ELLIPTIC 03 = OBLONG 04 = OB-LANCEOLATE
FOR PROPERTY 29:
CUNEATE TRIANGULAR ELLIPTIC OBOVATlE TRIANGULAR OBLANCEOLATE OBCORDllTE OBLONG LINEAR SLENDER TUXBINATE
FOR PROPERTY 30:
01 = BLACK 0 2 = YELLOW 0 3 = BROWN
FOR PROPERTY 31:
01 = FIMBRIATE CUP 0 2 = STRAIGHT DIdEXGEIJT SPINES 0 3 = EPAPPOSE 04 = SCALES ~~ -
05 = CHAFFY TEETH 0 6 = BRISTLE,S 07 = AWNS
FOR PROPERTY 32:
0 1 = RETICULATE 02 = HOOKED HAIRS 03 = SLIGHTLY RIDGED 04 = STRIATE 0 5 = TUBERCULATE 0 6 = CRACKED 07 = ROUGH 0 8 = MOSAIC-PATTERN 09 = MAMMILA'TE 10 = GRANULXR 12 = PUBESCEI!TT
D E N D R J G X A F . 1 U S I P J S A V E ? A G E L i V K A G E C h ' I T i - I I ! * G R O U P )
A E S C A L Z S C I S T A k C E C L U S T E R E O M 3 I N E
C A S I L A B E L S F C
O E N D R O G R A H U S I N G C O M P L E T E L I N K A S E
R E S C A L E O D I S T A N C E C L U S T E R C O M 3 I N E
Fig. 28
O E N J 2 0 G 2 A i d U S I N G C i > t T R C I ! J M E T H a D
R E S C A L i D C I S T A N C E C L U S T E R C O M B I N E
C A S E
L A 3 Z L S F ^ ,
O E N U 2 U G R A M U S I N G M E U I A N M E T H O O
R E S C A L E O D I S T A N C E C L U S T E R C O M 3 I N E
C A S E 0 5 I0 1 5 2 0 ? 5 L A d E L +---------+------.---+---------+---------+---------+
P R E C E D i N G T A S K R E Q U I R E S 2.09 S E C O N O S C P U T I M E : 3 3 - 1 9 S E C O N D S E L A P S E D .
Fig. 30