Plant Systematics: Nomenclature, Classification, APG, Major Families, Cladistics and DNA Barcoding
2. History of plant taxonomy and the diversity of plants
Classification has passed through three phases. Artificial systems used one or a few convenient characters: Theophrastus, often called the father of botany, grouped plants by habit into trees, shrubs, undershrubs and herbs, and Linnaeus’s sexual system sorted plants into 24 classes chiefly by the number, union and relative length of the stamens, the 24th (Cryptogamia) holding plants without visible flowers. Natural systems grouped by overall similarity in many characters; the most influential, Bentham and Hooker’s Genera Plantarum (1862–1883), split dicotyledons into Polypetalae, Gamopetalae and Monochlamydeae but placed the gymnosperms between dicots and monocots. Phylogenetic systems arrange taxa by inferred descent. Engler and Prantl treated simple, unisexual, catkin-bearing flowers (Amentiferae) as primitive; Bessey’s dicta made the many-parted, spirally arranged, magnolia-like (Ranalian) flower primitive; Takhtajan and Cronquist (whose 1981 system recognised Magnoliopsida and Liliopsida) built on that view, and the APG classifications replaced them all with clades inferred from DNA.
Plants in the broad sense run from algae through bryophytes (dominant gametophyte, no vascular tissue), pteridophytes (vascular and spore-bearing, with free-living sporophyte and gametophyte) and gymnosperms (naked ovules, no fruit) to angiosperms (ovules enclosed in a carpel, double fertilisation, fruit); Eichler’s older split into cryptogams and phanerogams survives in textbooks. Within angiosperms, three-aperture (tricolpate) pollen marks the eudicots, a clade, while the remaining ‘dicots’ (the ANA grade and the magnoliids) branch off earlier. The monocots therefore sit inside the old dicot assemblage, and dicotyledons in the old sense are paraphyletic.
3. The APG system
The Angiosperm Phylogeny Group published APG (1998), APG II (2003), APG III (2009) and APG IV (2016), which recognises 64 orders and 416 families. It accepts only monophyletic orders and families, inferred mainly from plastid genes (rbcL, matK, atpB) and nuclear ribosomal DNA, and it names informal clades above the order instead of formal classes. Its backbone, from the root:
- ANA grade: Amborellales (Amborella trichopoda, sister to all other living angiosperms and without vessels), Nymphaeales (water lilies) and Austrobaileyales.
- Magnoliids: Magnoliales, Laurales, Piperales and Canellales.
- Monocots: Alismatales, Liliales, Asparagales (Orchidaceae) and the commelinids, among them Poales (Poaceae), Arecales and Zingiberales.
- Eudicots: Ranunculales at the base, then the core eudicots, split into superrosids, whose rosids include Myrtales (Myrtaceae), and superasterids, whose asterids form two clades: lamiids, with Gentianales (Apocynaceae), Solanales (Solanaceae) and Lamiales (Lamiaceae, Verbenaceae), and campanulids, with Asterales (Asteraceae) and Apiales (Apiaceae).
APG redrew several textbook families because they were not monophyletic. Asclepiadaceae (milkweeds such as Calotropis) is now subfamily Asclepiadoideae of Apocynaceae. Verbenaceae lost most of its woody genera, Tectona (teak), Vitex, Clerodendrum, Gmelina and Premna, to Lamiaceae, and the mangrove Avicennia to Acanthaceae; Verbenaceae in the strict sense keeps Verbena, Lantana, Lippia and Duranta.
4. The nine named families
Learn each family as a short set of characters that together identify it. In the formulae, ⊕ is actinomorphic, % zygomorphic, ⚥ bisexual, K calyx, C corolla, P perianth, A androecium, G gynoecium and ∞ numerous, and parentheses mean fusion within a whorl. Textbooks mark a superior ovary with a line under G and an inferior one with a line over it; here the position is written out in words.
| Family (order) | Diagnostic characters | Typical floral formula | Examples |
|---|---|---|---|
| Apiaceae (Apiales) | Aromatic herbs with oil ducts and hollow stems; much-divided leaves with sheathing bases; compound umbel; small epigynous flowers, calyx reduced; two styles on a nectar disc (stylopodium); one pendulous ovule per locule; fruit a cremocarp of two mericarps hung from a carpophore | ⊕ ⚥ K5 (minute) C5 A5 G(2), inferior | Coriandrum sativum, Daucus carota, Foeniculum vulgare, Cuminum cyminum, Conium maculatum (poison hemlock) |
| Apocynaceae (Gentianales) | Milky latex; opposite or whorled, exstipulate leaves; pentamerous flowers with contorted corolla aestivation; epipetalous stamens; two carpels free at the ovaries but united by the style head; fruit a pair of follicles, seeds often hair-tufted; Asclepiadoideae add a corona and pollinia | ⊕ ⚥ K(5) C(5) A5 G2, superior (ovaries free) | Catharanthus roseus (vinblastine, vincristine), Rauvolfia serpentina (reserpine), Nerium oleander, Calotropis procera |
| Asteraceae (Asterales) | Capitulum of sessile florets on a common receptacle within an involucre of bracts; outer ray florets ligulate, zygomorphic, female or neuter; central disc florets tubular, bisexual; calyx a pappus or absent; anthers fused (syngenesious), filaments free; inferior unilocular ovary with one basal ovule; fruit a cypsela | Disc floret: ⊕ ⚥ K pappus C(5) A5 (anthers united, epipetalous) G(2), inferior | Helianthus annuus, Carthamus tinctorius, Tagetes, Lactuca sativa, Artemisia annua (artemisinin), Parthenium hysterophorus |
| Lamiaceae (Lamiales) | Aromatic, glandular-hairy herbs or shrubs; quadrangular stems; opposite-decussate leaves; verticillasters; bilabiate corolla; four didynamous epipetalous stamens (two in Salvia); in traditional members a deeply four-lobed superior ovary with a gynobasic style; fruit of four nutlets | % ⚥ K(5) C(5) A4 (didynamous) G(2), superior | Ocimum tenuiflorum (tulsi), Mentha, Salvia, Leucas; since APG also Tectona grandis |
| Verbenaceae (Lamiales) | Herbs or shrubs with opposite leaves, young stems often quadrangular; flowers in spikes or heads, slightly zygomorphic; four didynamous epipetalous stamens; bicarpellary superior ovary not deeply lobed, one ovule per locule, terminal style; fruit a drupe or splitting into nutlets | % ⚥ K(4–5) C(4–5) A4 (didynamous) G(2), superior | Lantana camara, Verbena, Duranta erecta, Lippia |
| Myrtaceae (Myrtales) | Trees and shrubs; entire, usually opposite, gland-dotted aromatic leaves; bicollateral bundles; 4–5-merous flowers with numerous stamens; inferior syncarpous ovary, axile placentation; fruit a berry (Syzygium, Psidium) or capsule (Eucalyptus, whose perianth forms a cap, the operculum, shed at flowering) | ⊕ ⚥ K4–5 C4–5 A∞ G(2–5), inferior | Eucalyptus, Syzygium cumini (jamun), S. aromaticum (clove: dried flower buds), Psidium guajava |
| Solanaceae (Solanales) | Herbs and shrubs with alternate leaves; bicollateral bundles; pentamerous flowers, calyx persistent (enlarging round the fruit in Physalis); five epipetalous stamens; bicarpellary superior ovary with an oblique septum and swollen axile placentae bearing many ovules; fruit a berry or capsule (Datura, four-chambered by a false septum) | ⊕ ⚥ K(5) C(5) A5 G(2), superior | Solanum tuberosum, S. lycopersicum, S. melongena, Capsicum annuum, Nicotiana tabacum, Atropa belladonna (atropine), Withania somnifera |
| Poaceae (Poales) | Herbs (woody bamboos); culms with hollow internodes and solid nodes (solid internodes in maize and sugarcane); two-ranked leaves with sheath, ligule and blade; unit inflorescence the spikelet: two glumes and florets, each within a lemma and palea; perianth reduced to lodicules; usually three stamens (six in rice and bamboos), versatile anthers; one-ovuled ovary, two feathery stigmas; wind-pollinated; fruit a caryopsis | ⚥ P2–3 (lodicules) A3 (6 in rice) G(2–3) with one locule (often written G1), superior | Oryza sativa, Triticum aestivum, Zea mays (monoecious), Saccharum officinarum, Bambusa |
| Orchidaceae (Asparagales) | Perennial herbs, terrestrial or epiphytic (aerial roots with velamen); zygomorphic, epigynous, usually resupinate flowers (ovary or pedicel twisted 180°); six tepals, the median inner one a labellum; stamens and style fused into a column (gynostemium), one fertile anther in most orchids (two in slipper orchids); pollinia; inferior unilocular ovary, parietal placentation; minute seeds without endosperm that need a mycorrhizal fungus to germinate | % ⚥ P3+3 A1 G(3), inferior | Vanda, Dendrobium, Cypripedium, Vanilla planifolia (vanilla from the cured fruits) |
5. Phylogenetics and cladistics
A phylogeny is a hypothesis of descent drawn as a tree; cladistics, formalised by Willi Hennig, groups taxa only by shared derived characters (synapomorphies). A character’s states are polarised by outgroup comparison: the state found in a close relative outside the study group is taken as ancestral (plesiomorphic) and the other as derived (apomorphic). Shared ancestral states (symplesiomorphies) and states unique to one taxon (autapomorphies) say nothing about grouping, and similarity that arose independently by convergence, parallelism or reversal is homoplasy. A monophyletic group (a clade) holds an ancestor and all its descendants, such as the eudicots; a paraphyletic group holds an ancestor and only some descendants, such as the traditional dicotyledons; a polyphyletic group gathers members of different ancestry by a convergent feature, such as Engler’s Amentiferae.
Distance methods (UPGMA, which assumes a constant rate, and neighbour-joining) cluster taxa from pairwise differences, as phenetics (numerical taxonomy, Sneath and Sokal) grouped taxa by overall similarity. Maximum parsimony prefers the tree that needs the fewest character changes (steps); maximum likelihood and Bayesian inference choose trees under an explicit model of sequence change. Branch support is reported as bootstrap percentages or posterior probabilities. The consistency index of a character, CI = m/s, divides the minimum conceivable number of changes m (one less than its number of states) by the number s the tree requires; CI = 1 means no homoplasy.
6. Molecular taxonomy and DNA barcoding
Molecular taxonomy treats molecules as characters, following chemotaxonomy (secondary metabolites) and cytotaxonomy (chromosome number and form). Slowly evolving genes such as plastid rbcL resolve deep branches (the 1993 rbcL analysis of seed plants led by Mark Chase laid the groundwork for APG), whereas fast-evolving regions such as nuclear ribosomal ITS resolve genera and species. Fingerprinting markers (RAPD, AFLP, SSRs or microsatellites, SNPs) separate populations and cultivars rather than higher taxa.
DNA barcoding identifies a specimen from a short, standardised DNA region matched against a reference library such as BOLD (Barcode of Life Data System). It works when divergence between species exceeds variation within a species, the barcode gap. Animals use mitochondrial COI, but plant mitochondrial genes change too slowly in sequence to separate species, so the CBOL Plant Working Group (2009) chose the two-locus plastid core barcode rbcL + matK, with ITS2 and the trnH–psbA spacer as supplements; fungi use ITS. Uses: naming sterile, fragmentary or processed material (roots, bark, powders, seeds, timber), detecting adulteration of herbal drugs, authenticating foods, and surveying mixed environmental samples by metabarcoding.
7. Centres of plant taxonomy and herbaria in India
A herbarium is a reference collection of pressed, dried, pest-proofed specimens mounted on standard sheets, labelled with name, locality, habitat, date, collector and number, and filed by a classification system; it is the evidence base for floras, identification and types. Each herbarium has an acronym registered in Index Herbariorum; that of the Royal Botanic Gardens, Kew, is K. In India the Botanical Survey of India (BSI), founded on 13 February 1890 with headquarters in Kolkata, under the Ministry of Environment, Forest and Climate Change, surveys and documents the flora and runs regional herbaria. J. D. Hooker’s Flora of British India (seven volumes, 1872–1897) remains the classic regional flora, and William Roxburgh is often called the father of Indian botany.
| Acronym | Herbarium and location | Institution |
|---|---|---|
| CAL | Central National Herbarium, Howrah, in the Acharya Jagadish Chandra Bose Indian Botanic Garden (founded 1787) | BSI (the national herbarium) |
| MH | Madras Herbarium, Coimbatore | BSI Southern Regional Centre |
| ASSAM | Shillong | BSI Eastern Regional Centre |
| BSD | Dehradun | BSI Northern Regional Centre |
| DD | Dehradun | Forest Research Institute (FRI) |
| LWG | Lucknow | National Botanical Research Institute (NBRI) |
| BLAT | Blatter Herbarium, Mumbai | St Xavier’s College |
Key takeaways
- The ICN fixes names by type, priority (from 1753 for most plants) and one correct name; a lectotype comes from original material, a neotype only when none survives; tautonyms are barred.
- Taxonomy moved from artificial (Linnaeus’s 24 stamen-based classes) to natural (Bentham and Hooker, gymnosperms between dicots and monocots) to phylogenetic systems (Engler and Prantl, Bessey, Cronquist), and now APG IV: 64 orders, 416 families.
- APG: ANA grade, magnoliids, monocots (Orchidaceae, Poaceae) and eudicots; lamiids hold Apocynaceae, Solanaceae, Lamiaceae and Verbenaceae, campanulids Asteraceae and Apiaceae; Myrtaceae is a rosid. Teak moved to Lamiaceae, milkweeds to Apocynaceae.
- Only synapomorphies define clades; parsimony counts steps on a tree, CI = m/s measures homoplasy, and the number of unrooted trees grows as (2n − 5)!!.
- The core plant barcode is rbcL + matK (with ITS2 and trnH–psbA), not COI. India’s key herbaria are CAL (Howrah), MH (Coimbatore), ASSAM (Shillong), BSD and DD (Dehradun), LWG (Lucknow) and BLAT (Mumbai).
Practice questions (18)
Attempt each one before opening the answer. Every explanation names the tempting wrong option as well as the right one, because that is where marks are lost.
A species was described in 1885 from three specimens, all cited in the original publication, but the author never designated a holotype. A revising taxonomist now selects one of those three specimens as the single name-bearing type. Under the ICN, the selected specimen is a
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Answer: C — lectotype, because it is chosen later from original material when no holotype exists
A lectotype is a specimen chosen after publication from the original material (here the three cited syntypes) when no holotype was designated or it is missing. Neotype is the tempting answer because it is also chosen later, but it is allowed only when all original material is lost, which is not the case here. An isotype is a duplicate of a holotype, and an epitype supplements a type that is itself too ambiguous to identify the taxon.Which of the following species names would be rejected under the ICN as a tautonym?
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Answer: B — *Linaria linaria*, because its epithet exactly repeats the genus name
Botany forbids a specific epithet that exactly repeats the genus name, so Linaria linaria is a tautonym and is not permitted (zoology, by contrast, accepts names such as Naja naja). Cajanus cajan is the tempting choice, but its epithet differs in spelling from the genus name, so it is not a tautonym and is a correct name. Geographical epithets such as indica and epithets drawn from former genus names such as lycopersicum are legitimate.Which of the following statements about botanical nomenclature under the ICN are correct?
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Answer: B — For most vascular plants, priority of names starts from Linnaeus’s *Species Plantarum* of 1753; D — A new plant species published in 2020 may be validated by a description or diagnosis written in English
Priority for most plants runs from 1 May 1753, and since 1 January 2012 a Latin or an English description or diagnosis validates a new name. An isotype is merely a duplicate of the holotype from the same gathering; a specimen chosen to replace a lost type is a lectotype (from original material) or a neotype (if none survives). Gramineae is one of eight conserved alternative family names and may be used alongside Poaceae.Which classification system placed the gymnosperms between the dicotyledons and the monocotyledons, a position now regarded as its chief flaw?
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Answer: D — Bentham and Hooker’s system in *Genera Plantarum*
Bentham and Hooker’s natural system (Genera Plantarum, 1862–1883) inserted Gymnospermae between the dicotyledons and the monocotyledons, separating two groups of flowering plants. Engler and Prantl is the tempting choice because it is the other great older system, but it placed the gymnosperms before all angiosperms; its weakness was treating the catkin-bearing Amentiferae as primitive. Linnaeus’s artificial system and Cronquist’s phylogenetic system did not make this placement.Linnaeus’s sexual system is classed as an artificial system chiefly because it
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Answer: A — sorted plants mainly by stamen number, union and length, so unrelated plants sharing a stamen count fell into one class
An artificial system uses one or a few convenient characters; Linnaeus classed plants by stamen number, union and relative length, which put unrelated plants together and separated close relatives. Grouping by descent defines phylogenetic systems, overall similarity defines natural systems such as Bentham and Hooker’s, and treating catkin-bearers (Amentiferae) as primitive was Engler and Prantl’s idea, the tempting confusion.In APG IV, which pair of families named in the syllabus belongs to the campanulid clade of the asterids?
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Answer: B — Apiaceae and Asteraceae
Asterales (Asteraceae) and Apiales (Apiaceae) are campanulids. Lamiaceae and Verbenaceae (Lamiales), Apocynaceae (Gentianales) and Solanaceae (Solanales) are lamiids, the other asterid clade, which makes them the tempting distractors. Myrtaceae (Myrtales) is not an asterid at all but a rosid, so the pair with Apiaceae fails on one member.A tree with quadrangular young twigs, large opposite leaves, small flowers in large panicles and a superior ovary with a terminal style is identified as Tectona grandis (teak). In the APG IV classification it is placed in
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Answer: C — Lamiaceae, which on molecular evidence received *Tectona*, *Vitex*, *Gmelina* and other former Verbenaceae
Molecular phylogenies showed that the woody genera of the old Verbenaceae (Tectona, Vitex, Clerodendrum, Gmelina, Premna) nest within Lamiaceae, so APG places teak there although it keeps the terminal style once used to define Verbenaceae. The Verbenaceae answer is the trap: it is right for the older morphological systems, not for APG IV. Only Avicennia went to Acanthaceae, and Apocynaceae is excluded by the absence of latex, contorted corolla and paired free ovaries.A specimen has milky latex, opposite simple leaves, a corolla with contorted aestivation, five epipetalous stamens, and two carpels whose ovaries are free but whose styles join into a single stigma head; the fruit is a pair of follicles with tufted seeds. The specimen belongs to
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Answer: D — Apocynaceae, since paired free ovaries united only at the stigma head mark it
Latex, a contorted corolla and two carpels free at the ovaries but united by the style head, ripening into paired follicles with comose seeds, is the Apocynaceae plan. Euphorbiaceae is the tempting choice because of the latex, but its flowers are unisexual with a tricarpellary syncarpous ovary that forms a capsule. Solanaceae lacks latex and has a syncarpous ovary with an oblique septum, and Lamiaceae lacks latex and has a four-lobed ovary with a gynobasic style forming nutlets.Which of the following family–character pairings are correct for typical members of the family?
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Answer: A — Asteraceae: syngenesious anthers and an inferior ovary with a single basal ovule; C — Poaceae: spikelets, a perianth reduced to lodicules, and a caryopsis
Asteraceae florets have united anthers and an inferior unilocular ovary with one basal ovule, and grasses bear florets in spikelets, with lodicules for a perianth and a caryopsis for a fruit. Myrtaceae has an inferior ovary and numerous stamens, and orchids have an inferior unilocular ovary with parietal placentation and stamens fused with the style into a column.Which of the following features are found in a typical member of Solanaceae such as brinjal?
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Answer: B — A bicarpellary ovary whose septum lies oblique to the median plane of the flower; D — Bicollateral vascular bundles, with phloem on both sides of the xylem
Solanaceae has obliquely placed carpels with swollen axile placentae, and its stems have bicollateral bundles (internal phloem). A four-lobed ovary with a gynobasic style and nutlets belongs to Lamiaceae, and an inferior ovary forming a cremocarp belongs to Apiaceae.Add the number of fertile stamens in one flower of Solanum melongena (Solanaceae), the number of stamens in one flower of Ocimum tenuiflorum (Lamiaceae) and the number of fertile anthers in one flower of Vanda (Orchidaceae, a monandrous orchid). The total is ____.
Numerical answer — type the value.
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Answer: 10
Solanum has five epipetalous stamens, Ocimum has four didynamous stamens, and Vanda, like most orchids, has a single fertile anther on its column: 5 + 4 + 1 = 10. Counting six orchid stamens to match the six tepals, or two for Lamiaceae (true only of Salvia), are the usual slips.On the rooted tree (O,(A,(B,(C,D)))), where O is the outgroup, four unordered two-state characters are scored as follows (states listed for O, A, B, C and D in that order). Character 1: 0, 0, 1, 1, 1. Character 2: 0, 1, 0, 1, 0. Character 3: 0, 0, 0, 1, 1. Character 4: 0, 1, 1, 0, 1. The minimum total number of state changes (tree length) needed on this tree is ____.
Numerical answer — type the value.
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Answer: 6
Character 1: one change on the branch to (B,(C,D)) = 1. Character 2: state 1 arises separately in A and in C = 2. Character 3: one change on the branch to (C,D) = 1. Character 4: the (C,D) node is ambiguous and C differs from D, costing 1; B and D share 1 while the outgroup is 0, so one more change is needed, for example 0 to 1 at the base of the ingroup and 1 to 0 in C, giving 2. Tree length = 1 + 2 + 1 + 2 = 6 (checked by exhaustive reconstruction of all ancestral states). The minimum conceivable is 4, so the ensemble CI is 4/6.The number of distinct unrooted, fully bifurcating trees for n labelled taxa is (2n − 5)!!, the product of all odd numbers from 1 up to 2n − 5. How many unrooted trees are possible for 6 taxa?
Numerical answer — type the value.
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Answer: 105
For n = 6, 2n − 5 = 7, so the count is 7!! = 1 × 3 × 5 × 7 = 105. Using the rooted formula (2n − 3)!! = 9!! = 945 is the usual slip; rooting multiplies the count because the root can sit on any of the 2n − 3 branches of an unrooted tree (105 × 9 = 945).Which of the following groups is paraphyletic?
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Answer: A — The dicotyledons in the traditional sense, which exclude the monocots
The monocots arose from within the old dicot assemblage, so ‘dicotyledons’ contains a common ancestor but not all of its descendants: paraphyletic. Amentiferae is the tempting choice, but grouping unrelated lineages by a convergent feature (catkins) makes it polyphyletic, not paraphyletic. Eudicots and angiosperms are both clades.In a study of four species P, Q, R and S with a closely related outgroup, P, Q and the outgroup have opposite leaves, whereas R and S have alternate leaves. What do the opposite leaves of P and Q show about their relationship?
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Answer: D — They are a symplesiomorphy, so they give no evidence that P and Q form a clade
Outgroup comparison makes opposite leaves the ancestral state, so its presence in P and Q is a shared ancestral character (symplesiomorphy) and cannot group them; the alternate leaves of R and S, a shared derived state, are the potential synapomorphy uniting R and S. Calling the opposite leaves a synapomorphy is the classic error of grouping by overall similarity. Nothing indicates independent origin, so homoplasy is unsupported, and a state shared by two taxa cannot be an autapomorphy.Why was the mitochondrial COI gene, the standard animal barcode, not adopted as the core DNA barcode for land plants?
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Answer: B — Plant mitochondrial genes change so slowly in sequence that closely related species share them
Land-plant mitochondrial genomes rearrange often but change very slowly in nucleotide sequence, so COI varies too little between congeneric species to identify them; hence the plastid rbcL + matK core barcode. Plant cells do have mitochondria, the plant COI gene (cox1) is still encoded in the mitochondrion, and mitochondria are usually inherited maternally, so the other options are false. The nuclear-transfer option is tempting because some mitochondrial genes have moved to the nucleus during plant evolution, but cox1 is not among them.Which of the following statements about DNA barcoding of plants are correct?
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Answer: B — The core plant barcode recommended by the CBOL Plant Working Group combines the plastid regions rbcL and matK; D — Barcoding can identify a powdered herbal drug whose morphology is no longer visible
rbcL + matK is the two-locus core barcode (2009), and because only DNA is needed, processed material such as powders can be identified. Plastids are inherited maternally in most angiosperms, so a plastid barcode reveals only the mother of a hybrid. Identification needs the reverse of the within-versus-between statement: a barcode gap in which divergence between species exceeds that within them.Which of the following pairs of herbarium acronym and location is correct?
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Answer: C — CAL: the Central National Herbarium, located in Howrah near Kolkata
CAL is the Central National Herbarium of the BSI at Howrah. MH is the tempting choice because of its name, but the Madras Herbarium is at Coimbatore. DD belongs to the Forest Research Institute, Dehradun (the BSI Northern Regional Centre’s herbarium is BSD), and LWG is the herbarium of the National Botanical Research Institute (NBRI), Lucknow.