Foss. Rec., 20, 147–157, 2017 www.foss-rec.net/20/147/2017/ doi:10.5194/fr-20-147-2017 © Author(s) 2017. CC Attribution 3.0 License. Problems related to the taxonomic placement of incompletely preserved amber fossils: transfer of the Paleogene liverwort Cylindrocolea dimorpha (Cephaloziellaceae) to the extant Odontoschisma sect. Iwatsukia (Cephaloziaceae) Kathrin Feldberg1, Jirˇí Vánˇa2, Alfons Schäfer-Verwimp3, Michael Krings4, Carsten Gröhn5, Alexander R. Schmidt6, and Jochen Heinrichs1 1Ludwig-Maximilians-Universität München, Department für Biologie I, Systematische Botanik und Mykologie, Geobio-Center, Menzinger Straße 67, 80638 Munich, Germany 2Department of Botany, Charles University, Benátská 2, 128 01 Prague 2, Czech Republic 3Mittlere Letten 11, 88634 Herdwangen-Schönach, Germany 4Department für Geo- und Umweltwissenschaften, Paläontologie und Geobiologie, Ludwig-Maximilians-Universität, and SNSB-Bayerische Staatssammlung für Paläontologie und Geologie, Richard-Wagner-Straße 10, 80333 Munich, Germany 5Amber Study Group, c/o Geological-Palaeontological Museum of the University of Hamburg, Bundesstraße 55, 20146 Hamburg, Germany 6Georg-August-Universität Göttingen, Abteilung Geobiologie, Goldschmidtstraße 3, 37077 Göttingen, Germany Correspondence to: Jochen Heinrichs (jheinrichs@lmu.de) Received: 2 March 2017 – Accepted: 20 March 2017 – Published: 12 April 2017 Abstract. A revision of the Baltic and Bitterfeld amber fos- sils assigned to Cylindrocolea dimorpha (Cephaloziellaceae) has yielded evidence of the presence of multicellular, bifid underleaves, which have not previously been reported for this species and conflict with the current circumscription of the family. We transfer the fossil species to Odontoschisma (sect. Iwatsukia) and propose the new combination O. di- morpha of the Cephaloziaceae. Characteristics of the fossil include an overall small size of the plant, entire-margined, bifid leaves and underleaves, more or less equally thickened leaf cell walls, ventral branching that includes stoloniform branches with reduced leaves, and the lack of a stem hyalo- dermis and gemmae. Placement of the fossil in Cephalozi- aceae profoundly affects divergence time estimates for liver- worts based on DNA sequence variation with integrated in- formation from the fossil record. Our reclassification concurs with hypotheses on the divergence times of Cephaloziaceae derived from DNA sequence data that provide evidence of a late Early Cretaceous to early Eocene age of the Odon- toschisma crown group and an origin ofO. sect. Iwatsukia in the Late Cretaceous to Oligocene. 1 Introduction Liverworts belong to the oldest lineages of plants on land and date back to the early Paleozoic (Taylor et al., 2009). They are characterized by a life cycle with a prominent leafy or thalloid gametophyte, an unbranched sporophyte, and the frequent presence of oil bodies and elaters (Renzaglia et al., 2007). Liverwort diversity today includes some 7000 species in ∼ 400 genera; however, both species level and supraspe- cific classifications remain unstable despite considerable re- cent efforts to record the global diversity (Söderström et al., 2016). Accordingly, taxonomic studies still identify incon- gruences between morphology-based taxonomic hypotheses and DNA-based phylogenies and, consequently, genus and family concepts are frequently revised (e.g., Bechteler et al., 2016; Long et al., 2016; Patzak et al., 2016). Taking the con- siderable difficulties into account that hamper the classifi- cation of the present-day liverwort diversity (Renner et al., 2017), it comes as no surprise that fossils of liverworts of- ten have an even complexer and more confusing taxonomic history (Grolle and Meister, 2004), especially if only frag- ments, rather than entire plants, are preserved (Heinrichs et Published by Copernicus Publications on behalf of the Museum für Naturkunde Berlin. 148 K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils al., 2016). These fragments often do not display the whole complement of relevant taxonomic characters, and thus the classification of these forms often needs to be revised when additional, more completely preserved specimens become available. Jungermannia dimorpha Casp. was initially described by Caspary (1887) based on a single inclusion of an unbranched, male shoot enshrined in a piece of Baltic amber that is today kept in the Museum für Naturkunde Berlin. Baltic amber is considered Eocene in age (35 to 47 Myr old; Standke, 1998). The shoot lacks a hyalodermis and underleaves, and has two rows of bifid, entire-margined leaves consisting of relatively thin-walled cells lacking trigones, and an apical androecium with 5 pairs of shallowly bifid bracts (Grolle, 1980). Caspary and Klebs (1907) noted similarities of the fossil to the ex- tant Jungermannia divaricata Sm. (= Cephaloziella divar- icata (Sm.) Schiffn.; Söderström et al., 2016), and Grolle (1980) subsequently transferred the species to Cephaloziella (Spruce) Schiffn. (as Cephaloziella dimorpha (Casp.) Grolle) of the Cephaloziellaceae. Grolle and Meister (2004) de- scribed additional inclusions supposed to belong to this species from Baltic and Bitterfeld amber. However, no gem- mae, which are a characteristic feature of most Cephaloziella species, were detected by these authors. As a result, they suggested that the fossils belong to the genus Cylindrocolea R.M.Schust., rather than Cephaloziella and, consequently, proposed the name Cylindrocolea dimorpha (Casp.) Grolle for the taxon. Using the geological age of Cylindrocolea dimorpha as a minimum age constraint for Cylindrocolea in DNA-based di- vergence time estimates of liverworts results in estimates that indicate roughly 3 times older ages than analyses conducted without this fossil constraint (Feldberg et al., 2013, 2014; Laenen et al., 2014). This observation led us to reinvestigate the type material and additional fossils of Cylindrocolea di- morpha. We found that bifid underleaves occur in ascending shoots, while they are usually missing in prostrate shoots. The results from thorough re-analysis of the specimens, to- gether with additional evidence from DNA-based divergence time estimates, are used in this study to transfer Cylindro- colea dimorpha to Odontoschisma sect. Iwatsukia (N.Kitag.) Gradst., S.C.Aranda & Vanderp. (Cephaloziaceae). 2 Materials and methods 2.1 Investigation of amber inclusions The amber inclusions (12 from Baltic and 6 from Bit- terfeld amber) used in this study are housed at the Mu- seum für Naturkunde at Berlin, the Georg August Univer- sity of Göttingen (numbers preceded by GZG.BST), the SNSB-Bavarian State Collection for Palaeontology and Ge- ology (numbers preceded by SNSB-BSPG), and the Carsten Gröhn amber collection. Specimens from the Museum für Naturkunde at Berlin were previously published under BHU-Palaeo collection numbers (e.g., Grolle and Meister, 2004). However, this acronym has recently been replaced by “MB.Pb”. The surface of some of the amber pieces was polished manually with a series of wet silicon carbide abrasive pa- pers (grit size from FEPA P 600–4000 (particle size: 25.8 to 5 µm), Struers) to minimize light scattering during anal- ysis and photographic documentation. Specimens were then placed on a glass microscope slide with a drop of water added to the upper surface and covered with a coverslip. The am- ber inclusions were studied under a Leica M50 incident-light microscope and a Carl Zeiss AxioScope A1 compound mi- croscope, the latter equipped with a Canon 60D digital cam- era. Incident and transmitted light were used simultaneously. The images compiled in Figs. 1 and 2 are digitally stacked photomicrographic composites of up to 145 individual focal planes obtained by using the software package HeliconFocus 5.0. 2.2 Divergence time estimates Divergence time estimates based on the DNA sequence vari- ation obtained from extant representatives of cephalozioid liverworts were conducted to assess the level of con- gruence with our taxonomic placement of Cylindro- colea/Odontoschisma dimorpha. The DNA dataset that was used included 67 accessions of the family Cephaloziaceae and 2 outgroup species from Adelanthaceae (see Supple- ment). Sequences of the chloroplast rbcL gene and trnL- trnF-region, as well as the nuclear ITS1-5.8S-ITS2 region, were extracted from GenBank (https://www.ncbi.nlm.nih. gov/genbank/), and were published previously in Feldberg et al. (2010, 2016) and Vilnet et al. (2010, 2012). Se- quences were aligned manually in Bioedit version 7.0.5.2 (Hall, 1999); missing data were coded as missing. jModelTest 2.1.7 (Guindon and Gascuel, 2003; Darriba et al., 2012) was employed to choose a nucleotide substi- tution model for both nuclear and plastid DNA datasets. With regard to the nuclear marker, the Bayesian informa- tion criterion (BIC) supported the TIM3+0+ I model; re- garding the combined chloroplast markers, BIC supported the TPM1uf+0+ I model. Bayesian divergence time estimates were generated in BEAST 1.8.4 (Drummond et al., 2012). The DNA dataset was split into a nuclear and a chloroplast partition, with unlinked substitution and clock models, and linked trees. An uncorrelated relaxed (lognormal) clock was employed for both partitions and the substitution models were imple- mented according to the results of the jModelTest analyses. A birth–death model for incomplete sampling was employed. The root of the tree was calibrated at 202.01 Ma based on es- timates in Laenen et al. (2014) for the split between the Ade- lanthaceae and Cephaloziaceae in an analysis not factoring Cylindrocolea dimorpha as an age constraint. The prior had Foss. Rec., 20, 147–157, 2017 www.foss-rec.net/20/147/2017/ K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils 149 Figure 1. The Paleogene amber fossil Odontoschisma (sect. Iwatsukia) dimorpha. (a) Male shoot in ventral view; (b) androecium in dorsal view; (c) male shoot in dorsal view; (d) portion of shoot in dorsal view; (e) portion of shoot in dorsal view; leaf-free cell strip discernible; (f) shoot pp. in lateral and pp. in dorsal view, with asterisk indicating ventral branch; and (g) close-up from (f) (a–d from holotype; e–g from Gröhn 2082). www.foss-rec.net/20/147/2017/ Foss. Rec., 20, 147–157, 2017 150 K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils Figure 2. Odontoschisma dimorpha. (a) Two ascending shoots in top view – note physical connection to small bark fragments; (b) ascending shoots in ventral view – arrow points to underleaf; (c) deeply bifid underleaf; (d) leaf; (e) dense mat of creeping and ascending shoots on bark fragment; (f) portion of ascending shoot, arrow points to underleaf; and (g) portion of shoot – arrows point to underleaves on ventral side of shoot (a–d from Hoffeins 930-3; e, f from Gröhn 2038; g from Grolle M 12-8). Foss. Rec., 20, 147–157, 2017 www.foss-rec.net/20/147/2017/ K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils 151 a normal distribution with a mean of 202.01 and standard deviation of 20 to account for the unknown confidence in- terval. The analysis was run for 500 000 000 generations and by sampling every 50 000th tree. Consequently, the final tree file contained 10 000 trees. After a burn-in of 25 % a maxi- mum credibility tree was compiled in TreeAnnotator 1.8.4, which is part of the BEAST package. Effective sample size was analyzed in TRACER v1.6 (Rambaut et al., 2014). 3 Results 3.1 Systematic paleontology Odontoschisma (sect. Iwatsukia (N.Kitag.) Gradst., S.C.Aranda & Vanderp.) dimorpha (Casp.) Heinrichs, K.Feldberg, Vánˇa & Schäf.-Verw., comb. nov. Basionym: Jungermannia dimorpha Casp., Schr. Phys.- Ökon. Ges. Königsberg 27:2. 1887. ≡ Cephaloziella dimorpha (Casp.) Grolle, Feddes Repert. 91:184. 1980. ≡ Cylindrocolea dimorpha (Casp.) Grolle, Liverw. Baltic Bitterfeld Amber 14. 2004. Holotype: MB.Pb.1979/687 (Künow amber collection 144a) (Fig. 1a–d). Description Plants small, prostrate or ascending, brown or reddish brown (sometimes appearing whitish-green or yellowish as a result of shrinking subsequent to embedding), creeping or form- ing dense mats; leafy shoots 1–14 mm long, 0.10–0.56 mm wide, sparingly ventral-intercalary branched (gyrothecal), leafy, flagelliform or stoloniform; leafy shoots often tapering into a long flagella or sectors with reduced, scaly leaves al- ternating with sectors producing well-developed leaves. Rhi- zoids diffusely distributed along ventral side of stem. Stems rigid, 0.05–0.11(–0.14) mm in diameter, 3–6(–ca. 8) cells high, epidermal cells surrounding slightly smaller or similar- sized inner cells (discernible in two broken edges of stems), epidermal cells short rectangular to rectangular, 15–25× 18– 30(–40) µm, walls moderately and evenly thickened, without trigones. Leaves bilobed to about 30–50(–60) % of length, more or less concave, distant to densely imbricate, suc- cubously inserted, standing upwards to spreading or leaning on the stem, insertion line oblique to subtransverse, usually not extending to dorsal midline, dorsal leaf-free strip narrow, (0–)1–2 cells wide; leaves variable in size and shape, some- times reduced, scaly, if well-developed ovate to ovate-oblong to rectangular, ca. 0.12–0.28 mm long (including lobes), 0.10–0.2 mm wide, as long as wide to somewhat longer than wide, widest in or slightly below the middle and narrow- ing towards base and apex, subsymmetrical, margins entire, lobes broadly triangular to triangular, (2–)3–6(–8) cells wide at base, apex acute, usually ending in a (bluntly) triangular cell, sinus acute, narrowly to widely V-shaped. Leaf cells more or less isodiametrical, some slightly elongate, 14–20(– 25) µm in midleaf, slightly smaller along margins, not be- coming larger toward base, walls evenly thickened or becom- ing slightly thicker towards corners, sometimes thin-walled, cuticle verruculose, asperulate or smooth. Underleaves ab- sent or well developed, especially on ascending but also on some of the creeping shoots, up to ca. 0.12 mm long, elon- gate triangular or elongate-ovate to almost rectangular, undi- vided to deeply bifid, lobes 1–2 cells wide. Gemmae absent. Dioicous (?, only sterile or male plants known). Androecia with 3–8 pairs of bracts; bracts less deeply bifid and some- what larger than leaves, terminal on elongate branches or becoming intercalary by continued vegetative growth of the branch; antheridia not observed. Gynoecia and sporophyte unknown. 3.2 Additional specimens examined 3.2.1 Baltic amber Bavarian State Collection for Palaeontology and Geology, Munich, Germany: SNSB-BSPG 1958 VIII 44 (Bachoven-Echt amber col- lection P44); SNSB-BSPG 1958 VIII 95 (Bachoven-Echt amber collection P95) Geoscientific collections, Georg August University Göttin- gen, Germany: GZG.BST.21957 (Hoffeins amber collection 5-43); GZG.BST.21959 (K7.319) Gröhn amber collection, Glinde, Germany: 2015, 2038, 2082 Museum für Naturkunde Berlin, Germany: MB.Pb.1979/654 (Künow amber collection 95); MB.Pb.1979/688 (Künow amber collection 145); MB.Pb.1979/689 (Künow amber collection 146); MB.Pb.1979/708 (Künow amber collection 165a) 3.2.2 Bitterfeld amber Geoscientific collections, Georg August University Göttin- gen, Germany: GZG.BST.21958 (Hoffeins amber collection 930-3) Museum für Naturkunde Berlin, Germany: MB.Pb.1997/2 (Kutscher amber collection H006); MB.Pb.1997/16 (Kutscher amber collection M 8/6); MB.Pb.1997/24 (Grolle amber collection M 10/5); www.foss-rec.net/20/147/2017/ Foss. Rec., 20, 147–157, 2017 152 K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils MB.Pb.1997/36 (Grolle amber collection M 12/8); MB.Pb.1997/36 (Grolle amber collection M 12/9) 3.3 Divergence time estimates The DNA-based divergence time estimates (Fig. 3) support a late Early Cretaceous to early Eocene age of the Odon- toschisma crown group (53.5–102.2 Myr). Odontoschisma sect. Iwatsukia originated sometime between the Late Cre- taceous and Oligocene (28.5–66.1 Myr). 4 Discussion 4.1 Morphological evidence and ecology Grolle and Meister (2004) transferred the Eocene amber fos- sil Cephaloziella dimorpha to Cylindrocolea (Cephaloziel- laceae) because they regarded the complement of morpho- logical features displayed by the fossil (i.e., small size of the plant, the presence of entire-margined, bifid leaves with uni- formly thickened leaf cell walls, ventral branching, and the absence of a stem hyalodermis, underleaves and gemmae) as more congruent with features seen in the latter genus than the former. Our evaluation of the taxon based on series of amber inclusions (Figs. 1, 2) corroborates the species circumscrip- tions in Grolle (1980) and Grolle and Meister (2004). How- ever, multicellular, deeply bifid underleaves may sometimes occur, e.g., on the arcuately ascending shoots of specimens Gröhn 2038 and Hoffeins 930-3, as well as on a prostrate shoot in specimen Grolle M 12/8. These specimens are listed as Cylindrocolea dimorpha in Grolle and Meister (2004:15). Moreover, specimen Gröhn 2038 is regarded as particularly “interesting” because it contains a small mat comprised of several creeping and ascending shoots (Fig. 2e), substantiat- ing the hypothesis that morphologically different shoots in fact belong to the same species. Underleaves are not entirely unknown in Cephaloziellaceae but typically are unlobed and comprise only a few cells (Grolle, 1980; Schuster, 2002). Based on the presence of bilobed underleaves (Fig. 2c, g), we dismiss assignment of Cylindrocolea dimorpha to Cephaloziellaceae. Rather, we propose affinities of the taxon to Cephaloziaceae where deeply bifid underleaves occur in Odontoschisma (Dumort.) Dumort. (Gradstein and Ilkiu- Borges, 2015). The name Odontoschisma has long been used exclusively for species with undivided leaves; however, the genus concept was significantly expanded based on molec- ular phylogenies (Vilnet et al., 2012; Aranda et al., 2014; Feldberg et al., 2016). As currently circumscribed the genus Odontoschisma also includes several species with divided leaves that were earlier placed in the genera Cladopodiella and Iwatsukia, two new synonyms of Odontoschisma (see Gradstein and Ilkiu-Borges, 2015, for a review). Iwatsukia had earlier been placed in a separate family, the Clado- mastigaceae (Fulford, 1968), or was accommodated in the Cephaloziaceae, and is currently treated as Odontoschisma sect. Iwatsukia. This section is characterized by a greenish color, exclusively ventral-intercalary branching, bifid leaves with acute to long-acuminate apices and unbordered margins, mid-leaf cells 10–30 µm long, with walls uniformly thick- ened, a cuticle usually covered by wax crystals, and the an- droecia occurring on specialized short branches or elongate branches. The section includes the pantropical O. jishibae (Steph.) L.Söderstr. & Vánˇa, as well as the neotropical O. bifidum (Fulford) Gradst., S.C.Aranda & Vanderp. and O. spinosum (Fulford) Gradst., S.C.Aranda & Vanderp. (Grad- stein et al., 2014). Odontoschisma jishibae is one of the smallest species in the genus and has also been described as Cephaloziella flagellaris S.Hatt. (Hattori, 1950). The species is regarded as morphologically variable, with leafy shoots only a few millimeters long and at best 0.5 mm wide; it is easily recognized by its deeply bifid leaves, cells with evenly thickened walls, and the presence of numerous plasmodes- mata in the transverse cell walls (Gradstein and Ilkiu-Borges, 2015). Leaves are densely imbricate and oriented towards the stem apex or distant and spreading, with transverse to oblique leaf insertions; underleaves are rudimentary or well devel- oped and variable in size (Schuster, 1968; Vánˇa, 1993; Kon- stantinova, 2004; Gradstein and Ilkiu-Borges, 2015). Cylin- drocolea dimorpha resembles O. jishibae with regard to size and habit, branching pattern, stem anatomy, leaf and under- leaf shape, and the presence of more or less uniformly thick- ened cell walls. Based on these similarities, we are confident in interpreting C. dimorpha as a species of Odontoschisma, and therefore propose the new combination Odontoschisma dimorpha for the taxon. It is impossible to determine whether wax crystals were present in the fossil; however, a few leaves display a striately papillose cuticle that might constitute of surface wax. Moreover, no plasmodesmata were detected in the fossil leaf cells, but this might as well be a preservation artifact. Finally, it is interesting to note that most O. dimor- pha fossils are brownish to reddish-brown in color because this coloration is unknown in extant representatives of sect. Iwatsukia, but is characteristic of several other extant Odon- toschisma species. Based on the preceding considerations and comparison, we believe that O. dimorpha should be retained as a sepa- rate species, rather than regarded as fossil O. jishibae. Cas- pary (1887), in his initial report on the holotype specimen, selected the epithet “dimorpha” for the name because he failed to correctly identify the androecia. Rather, this author assumed that the plant produced two different types of leaves (see Grolle, 1980). Although originally based on a simple misinterpretation, the epithet is actually quite fitting for the species. Leaves of ascending O. dimorpha shoots may be more robust than those of prostrate shoots, which often are somewhat scaly and more loosely arranged. The extant Odontoschisma jishibae occurs in tropical and warm-temperate regions of South Siberia, Japan, South Ko- rea, Nepal, Malaysia and Papua New Guinea, East Africa, Guinea and Costa Rica, from the lowlands to ca. 2700 m alti- Foss. Rec., 20, 147–157, 2017 www.foss-rec.net/20/147/2017/ K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils 153 Figure 3. Phylogenetic chronogram of Cephaloziaceae based on DNA sequence variation of extant species, with secondary calibration from Laenen et al. (2014). Confidence age estimate intervals shown as horizontal bars. Vertical bar indicates age interval of Baltic amber. Transfer of the fossil Jungermannia dimorpha to Odontoschisma sect. Iwatsukia concurs with presented age estimates. www.foss-rec.net/20/147/2017/ Foss. Rec., 20, 147–157, 2017 154 K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils tude, and typically grows on decaying wood, trunk bases and soil (Gradstein and Ilkiu-Borges, 2015). Several specimens of O. dimorpha are enshrined together with small bark frag- ments, suggesting that they grew on trunk bases of the resin- exuding trees, i.e., conifers in the families Pinaceae or Sci- adopityaceae (Wolfe et al., 2016). Other fossils of O. dimor- pha occur in the amber without providing insights into the substrate on which they grew; however, the presence of these liverworts in amber indicates that they must have grown in close proximity to a resin-exuding tree. Odontoschisma sect. Iwatsukia today does not occur in the Baltic region; how- ever, the Baltic amber forest grew in a distinctly warmer cli- mate (Zachos et al., 2001). Most Baltic amber-bearing strata have been dated as Priabonian, but a few likely extend into the Lutetian. Baltic amber therefore ranges in absolute age from 47 to 35 Myr (Standke, 2008). Although there is some evidence to suggest that most Baltic amber fossils originate from the youngest strata, the exact provenance and geologic age of the O. dimorpha fossils remain unknown. Liverwort fossils similar to O. dimorpha have also been reported in Bit- terfeld amber, which is usually interpreted as late Oligocene in age (24–25 Myr; Knuth et al., 2002; Blumenstengel, 2004; Führmann, 2004; Standke, 2008). If the age estimates for both ambers are correct, then morphological stasis occurred in O. dimorpha over a period of at least 10 million years. However, the incomplete preservation of the fossils has to be taken into account; female structures, sporophytes and oil bodies remain unknown. Odontoschisma dimorpha appears to be a relatively com- mon element in both the Baltic and Bitterfeld amber liver- wort floras. Originally based on a single individual (Caspary, 1887), additional specimens have been reported over the years (Caspary and Klebs, 1907). Grolle and Meister (2004) list some 12 specimens from Baltic and 9 from Bitterfeld amber. Additional specimens were reported by Frahm and Gröhn (2013a, b). Odontoschisma dimorpha is not the first fossil representative of the family Cephaloziaceae. Katagiri (2015) recently described the Baltic amber fossil Cephalozia veltenii T.Katag. and separated this form from O. dimorpha based on the alleged presence of a hyalodermis. However, the images of C. veltenii in Katagiri’s study suggest that the fos- sil shrank subsequent to the curing of the resin and, as a re- sult, is preserved in a cavity which depicts the original size of the plant. We therefore submit that what appear as brownish stem portions in this specimen represent the plant material, while the whitish stem layers surrounding the brownish stem represent the amber cavity with imprints of the outer plant surface on the cavity wall. Cephalozia veltenii thus may be synonymous with O. dimorpha. 4.2 DNA-based divergence time estimates Deviations from DNA standard substitution rates are com- monplace and have been documented for seed plants (Bromham et al., 2013), ferns (Rothfels and Schuettpelz, 2014; Zhong et al., 2014; Crusz et al., 2016), and liver- worts (Villarreal et al., 2016). As a result, age estimates for Cylindrocolea that turn out roughly 3 times older by using the Baltic amber fossil as a minimum age constraint than estimates based solely on DNA sequence variation (Feld- berg et al., 2013) come as no surprise. However, with regard to the amber fossils detailed in this study these differences are based on a misinterpretation of morphological evidence (Grolle and Meister, 2004). Interpretation of Jungermannia dimorpha as a member of Odontoschisma, rather than Cylin- drocolea, favors estimates indicating a Miocene age (Laenen et al., 2014) over others that suggest an Eocene age (Feldberg et al., 2014) of Cylindrocolea. Lineages of plants usually are somewhat older than their oldest indisputable fossil representatives. Heinrichs et al. (2015a) and Schneider et al. (2016) therefore proposed to in- volve age hypotheses from independently generated molec- ular chronograms in the taxonomic treatment of fossils. These integrative approaches, which focus on the integra- tion of evidence from different origins (Dayrat, 2005; Will et al., 2005), may be misleading if the molecular clocks greatly vary; however, extreme rate variations (Rothfels and Schuettpelz, 2014) have rarely been reconstructed for seed- free land plants, and approaches involving secondary calibra- tions and standard substitution rates have therefore been ad- vocated (Villarreal and Renner, 2014). We present divergence time estimates of Cephaloziaceae based on a secondary cal- ibration obtained from the most comprehensive chronogram of liverworts generated without using the fossil Jungerman- nia dimorpha as an age constraint (Laenen et al., 2014). Our divergence time estimates support a late Early Cretaceous to early Eocene age of the Odontoschisma crown group, and suggest thatO. sect. Iwatsukia originated sometime between the Late Cretaceous and Oligocene. Assignment of Junger- mannia dimorpha to Odontoschisma sect. Iwatsukia does not conflict with current hypotheses relative to the evolution of Cephaloziaceae and lends further support to assumptions of a minimum age of 35 Ma of O. sect. Iwatsukia based on the age reconstruction of Baltic amber (Standke, 1998). The chronogram for Cephaloziaceae shown in Fig. 3 is the most comprehensive assessment to date with regard to taxon sampling. The results are congruent with the divergence time estimates provided in Feldberg et al. (2013, 2014) and Lae- nen (2014), and support a Cretaceous to Paleogene age of most generic crown groups, a recurrent pattern in the evo- lution of leafy liverworts (Cooper et al., 2012). Similar hy- potheses have been derived from amber fossils of liverworts that usually match the morphology of extant genera (Hein- richs et al., 2015b). Taxonomic conclusions drawn on the ba- sis of the gross morphology of incompletely preserved am- ber fossils are problematic, and hence additional evidence is always intensively sought after and highly welcome. In- tegrative approaches using a combination of morphological evidence and evidence generated from the DNA variation of extant species (Heinrichs et al., 2007, 2015a) have dis- Foss. Rec., 20, 147–157, 2017 www.foss-rec.net/20/147/2017/ K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils 155 missed hypotheses on affinities of certain Eocene amber fos- sils to the extant species Nipponolejeunea subalpina (Horik.) S.Hatt. and Ptilidium pulcherrimum (Weber) Vaino (Grolle and Meister, 2004). Cylindrocolea dimorpha is only the third example of a fossil liverwort in which molecular data were used to substantiate or revise a taxonomic decision that was based on morphological evidence. 5 Conclusions An integrative taxonomic approach using morphological and independent, DNA-based evidence suggests that the fossil liverwort Cylindrocolea dimorpha needs to be transferred from Cephaloziellaceae to Cephaloziaceae, and supports affinities of the fossil to the extant genus Odontoschisma. This study underlines the importance of correctly identified fossils for our understanding of evolutionary patterns in liv- erworts, an early diverging lineage of land plants with a poor fossil record (Taylor et al., 2009), and advocates the assess- ment and integration of different lines of evidence in taxo- nomic studies of incompletely preserved fossils. We antici- pate that such integrative studies will lead to a better under- standing of the liverwort fossil record and will provide more precise insights into the evolution of this early land plant lin- eage than studies considering only a single line of evidence. Data availability. All necessary data are available in the Supple- ment. Information about the Supplement Taxa used in the divergence time estimates, including infor- mation about the origin of the studied material, voucher in- formation, and GenBank accession numbers. The Supplement related to this article is available online at doi:10.5194/fr-20-147-2017-supplement. Competing interests. The authors declare that they have no conflict of interest. Acknowledgements. We thank Christel and Hans Werner Hoffeins (Hamburg) for providing their liverwort fossils to the Geoscientific Museum Göttingen, and Alexander Gehler (Göttingen), Christian Neumann (Berlin) and Martin Nose (Munich) for making the amber collections of the Geoscientific Museum Göttingen, the Museum für Naturkunde at Berlin and the Bavarian State Collection for Palaeontology and Geology available for study. Edited by: C. Bickelmann Reviewed by: A. Hagborg and one anonymous referee References Aranda, S. C., Gradstein, S. R., Patiño, J., Laenen, B., Désamoré, A., and Vanderpoorten, A.: Phylogeny, classification and species delimitation in the liverwort genus Odontoschisma (Cephalozi- aceae), Taxon, 63, 1008–1025, 2014. Bechteler, J., Lee, G. E., Schäfer-Verwimp, A., Pócs, T., Peralta, D. F., Renner, M. A. M., Schneider, H., and Heinrichs, J.: Towards a monophyletic classification of Lejeuneaceae IV: reinstatement of Allorgella, transfer of Microlejeunea aphanella to Vitalianthus and refinements of the subtribal classification, Pl. Syst. Evol., 302, 187–201, 2016. Blumenstengel, H.: Zur Palynologie und Stratigraphie der Bitter- felder Bernsteinvorkommen (Tertiär), Exkf. Veröff. Dt. Ges. Ge- owiss., 224, p. 17, 2004. Bromham, L., Cowman, P. F., and Lanfear, R.: Parasitic plants have increased rates of molecular evolution across all three genomes, BMC Evol. Biol., 13, 126, doi:10.1186/1471-2148-13- 126, 2013. Caspary, R.: Einige neue Pflanzenreste aus dem samländischen Bernstein, Schr. Phys.-Ökon. Ges. Königsberg, 27, 1–8, 1887. Caspary, R. and Klebs, R.: Die Flora des Bernsteins, Abh. Königl. Preuss. Geol. Landesanst. N. F., 4, 11–182, 1907. Cooper, E. D., Henwood, M. J., and Brown, E. A.: Are the liver- worts really that old? Cretaceous origins and Cenozoic diversi- fications in Lepidoziaceae reflect a recurrent theme in liverwort evolution, Biol. J. Linn. Soc., 107, 425–441, 2012. Crusz, A. L., Rothfels, C. J., and Schuettpelz, E.: Transcrip- tome sequencing reveals genome-wide variation in molecu- lar evolutionary rate among ferns, BMC Genomics, 17, 692, doi:10.1186/s12864-016-3034-2, 2016. Darriba, D., Taboada, G. L., Doallo, R., and Posada, D.: jModel- Test 2: more models, new heuristics and parallel computing, Nat. Methods, 9, 772, doi:10.1038/nmeth.2109, 2012. Dayrat, B.: Towards integrative taxonomy, Biol. J. Linn. Soc., 85, 407–415, 2005. Drummond, A. J., Suchard, M. A., Xie, D., and Rambaut, A.: Bayesian phylogenetics with BEAUti and the BEAST 1.7, Mol. Biol. Evol. 29, 1969–1973, 2012. Feldberg, K., Vánˇa, J., Long, D. G., Shaw, A. J., Hentschel, J., and Heinrichs, J.: A phylogeny of Adelanthaceae (Jungermanniales, Marchantiophyta) based on nuclear and chloroplast DNA mark- ers, with comments on classification, cryptic speciation and bio- geography, Mol. Phyl. Evol., 55, 293–304, 2010. Feldberg, K., Heinrichs, J., Schmidt, A. R., Vánˇa, J., and Schneider, H.: Exploring the impact of fossil constraints on the divergence time estimates of derived liverworts, Pl. Syst. Evol., 299, 585– 601, 2013. Feldberg, K., Schneider, H., Stadler, T., Schäfer-Verwimp, A., Schmidt, A. R., and Heinrichs, J.: Epiphytic leafy liverworts di- versified in angiosperm-dominated forests, Sci. Rep., 4, 5974, 2014. Feldberg, K., Vánˇa, J., Krusche, J., Kretschmann, J., Patzak, S. D. F., Pérez-Escobar, O. A., Rudolf, N. R., Seefelder, N., Schäfer- Verwimp, A., Long, D. G., Schneider, H., and Heinrichs, J.: A phylogeny of Cephaloziaceae (Jungermanniopsida) based on nu- clear and chloroplast DNA markers, Organisms Diversity Evol., 16, 727–742, 2016. Frahm, J.-P. and Gröhn, C.: More fossil bryophytes from Baltic am- ber, Arch. Bryol., 159, 1–9, 2013a. www.foss-rec.net/20/147/2017/ Foss. Rec., 20, 147–157, 2017 156 K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils Frahm, J.-P. and Gröhn, C.: Neue Nachweise von Moosen aus Baltischem Bernstein, Arch. Bryol., 175, 1–8, 2013b. Führmann, R.: Entstehung, Entdeckung und Erkunden der Bern- steinlagerstätte Bitterfeld, Exkf. Veröff. Dt. Ges. Geowiss., 224, 25–35, 2004. Fulford, M. H.: Manual of the leafy Hepaticae of Latin America III, Mem. N. Y. Bot. Garden, 11, 277–392, 1968. Gradstein, S. R. and Ilkiu-Borges, A. L.: A taxonomic revision of the genus Odontoschisma (Marchantiophyta: Cephaloziaceae), Nova Hedwigia, 100, 15–100, 2015. Gradstein, S. R., Aranda, S. C., and Vanderpoorten, A.: Notes on Early Land Plants Today. 47. Transfer of Iwatsukia to Odon- toschisma (Cephaloziaceae, Marchantiophyta), Phytotaxa, 162, 232–233, 2014. Grolle, R.: Lebermoose in Bernstein 1, Feddes Repert., 91, 183– 190, 1980. Grolle, R. and Meister, K.: The liverworts in Baltic and Bitterfeld amber, Weissdorn, Jena, 2004. Guindon, S. and Gascuel, O.: A simple, fast and accurate method to estimate large phylogenies by maximum likelihood, Syst. Biol., 52, 696–704, 2003. Hall, T. A.: BioEdit: a user-friendly biological sequence alignment editor and analysis program for Windows 95/98/NT, Nucleic Acid Symp. Ser., 41, 95–98, 1999. Hattori, S.: Contributio ad Floram Hepaticarum Yakusimensem III, J. Hattori Bot. Lab., 3, 1–35, 1950. Heinrichs, J., Hentschel, J., Wilson, R., Feldberg, K., and Schneider, H.: Evolution of leafy liverworts (Jungermanniidae, Marchantio- phyta): estimating divergence times from chloroplast DNA se- quences using penalized likelihood with integrated fossil evi- dence, Taxon, 56, 31–44, 2007. Heinrichs, J., Scheben, A., Lee, G. E., Vánˇa, J., Schäfer-Verwimp, A., Krings, M., and Schmidt, A. R.: Molecular and morpholog- ical evidence challenges the records of the extant liverwort Pti- lidium pulcherrimum in Baltic amber, PloS ONE, 10, e140977, doi:10.1371/journal.pone.0140977, 2015a. Heinrichs, J., Kettunen, E., Lee, G. E., Marzaro, G., Pócs, T., Ragazzi, E., Renner, M. A. M., Rikkinen, J., Sass-Gyarmati, A., Schäfer-Verwimp, A., Scheben, A., Solórzano Kraemer, M. M., Svojtka, M., and Schmidt, A. R.: Lejeuneaceae (Marchan- tiophyta) from a species-rich taphocoenosis in Miocene Mexi- can amber, with a review of liverworts fossilized in amber, Rev. Palaeobot. Palynol., 221, 59–70, 2015b. Heinrichs, J., Schmidt, A. R., Schäfer-Verwimp, A., Bauerschmidt, L., Neumann, C., Gröhn, C., Krings, M., and Renner, M. A. M.: Revision of the leafy liverwort genus Radula (Porellales, Junger- manniopsida) in Baltic and Bitterfeld amber, Rev. Palaeobot. Pa- lynol., 235, 157–164, 2016. Katagiri, T.: First fossil record of the liverwort family Cephalozi- aceae (Jungermanniales, Marchantiophyta) from Baltic amber, Nova Hedwigia, 101, 247–354, 2015. Knuth, G., Koch, T., Rappsilber, I., and Volland, L.: Zum Bern- stein im Bitterfelder Raum. Geologie und genetische Aspekte, Hallesches Jahrb. Geowiss. B., 24, 35–46, 2002. Konstantinova, N. A.: Iwatsukia jishibae (Steph.) Kitagawa (Cephaloziaceae, Hepaticae) in Russia, Arctoa, 13, 203–209, 2004. Laenen, B., Shaw, B., Schneider, H., Goffinet, B., Paradis, E., Désamoré, A., Heinrichs, J., Villarreal, J. C., Gradstein, S. R., McDaniel, S. F., Long, D. G., Forrest, L. L., Hollingsworth, M. L., Crandall-Stotler, B., Davis, E. C., Engel, J., Von Kon- rat, M., Cooper, E. D., Patiño, J., Vanderpoorten, A., and Shaw, A. J.: Extant diversity of bryophytes emerged from successive post-Mesozoic diversification bursts, Nature Comm., 5, 6134, doi:10.1038/ncomms6134, 2014. Long, D. G., Forrest, L. L., Villarreal, J. C., and Crandall-Stotler, B. J.: Taxonomic changes in Marchantiaceae, Corsiniaceae and Cleveaceae (Marchantiidae, Marchantiophyta), Phytotaxa, 252, 77–80, 2016. Patzak, S. D. F., Schäfer-Verwimp, A., Vánˇa, J., Renner, M. A. M., Peralta, D. F., and Heinrichs, J.: Chonecoleaceae (Lopho- coleineae) is a synonym of Cephalociellaceae and Rivulariella (Jungermanniineae) belongs to Scapaniaceae, Phytotaxa, 267, 91–102, 2016. Rambaut, A., Suchard, M. A., Xie, D., and Drummond, A. J.: Tracer v1.6, 2014, available at: http://beast.bio.ed.ac.uk/Tracer (last ac- cess: March 2017), 2014. Renner, M. A. M., Heslewood, M. M., Patzak, S. D. F., Schäfer- Verwimp, A., and Heinrichs, J.: By how much do we underes- timate species diversity of liverworts using morphological evi- dence? An example from Australasian Plagiochila (Plagiochi- laceae, Jungermanniopsida), Molec. Phylogen. Evol., 107, 576– 593, 2017. Renzaglia, K. S., Schuette, S., Duff, R. J., Ligrone, R., Shaw, A. J., Mishler, B. D., and Duckett, J. G.: Bryophyte phylogeny: Ad- vancing the molecular and morphological frontiers, Bryologist, 110, 179–213, 2007. Rothfels, C. J. and Schuettpelz, E.: Accelerated rate of molecular evolution for vittarioid ferns is strong and not driven by selection, Syst. Biol., 63, 31–54, 2014. Schneider, H., Schmidt, A. R., and Heinrichs, J.: Burmese amber fossils bridge the gap in the Cretaceous record of polypod ferns, Perspect. Pl. Ecol. Evol. Syst., 18, 70–78, 2016. Schuster, R. M.: Studies on Hepaticae XLV. On Iwatsukia Kita- gawa, Bull. Nat. Sci. Mus. Tokyo, 11, 309–317, 1968. Schuster, R. M.: Austral Hepaticae Part II, Beih. Nova Hedwigia, 119, 1–606, 2002. Söderström, L., Hagborg, A., Von Konrat, M., Bartolomew-Began, S., Bell, D., Briscoe, L., Brown, E., Cargill, D. C., Cooper, E. D., Costa, D. P., Crandall-Stotler, B. J., Cooper, E. D., Dauphin, G., Engel, J., Feldberg, K., Glenny, D., Gradstein, S. R., He, X., Heinrichs, J., Hentschel, J., Ilkiu-Borges, A. L., Katagiri, T., Konstantinova, N. A., Larraín, J., Long, D., Nebel, M., Pócs, T., Puche, F., Reiner-Drehwald, E., Renner, M. A. M., Sass- Gyarmati, A., Schäfer-Verwimp, A., Segarra-Moragues, J. G., Stotler, R. E., Sukkharak, P., Thiers, B., Uribe, J., Vánˇa, J., Villar- real, J., Wigginton, M., Zhang, L., and Zhu, R.-L.: World check- list of hornworts and liverworts, PhytoKeys, 59, 1–828, 2016. Standke, G.: Die Tertiärprofile der Samländischen Bernsteinküste bei Rauschen, Schriftenr. Geowiss., 7, 93–133, 1998. Standke, G.: Bitterfelder Bernstein gleich Baltischer Bernstein? – Eine geologische Raum-Zeit-Betrachtung und genetische Schlußfolgerungen, Exkurs f. und Veröfftl. D. G. G., 236, 11– 33, 2008. Taylor, T. N., Taylor, E., and Krings, M.: Paleobotany. The Biol- ogy and Evolution of Fossil Plants, Academic Press, Burlington, 2009. Foss. Rec., 20, 147–157, 2017 www.foss-rec.net/20/147/2017/ K. Feldberg et al.: Taxonomic placement of incompletely preserved amber fossils 157 Vánˇa, J.: The bryophytes of Sabah (North Borneo) with spe- cial reference to the BRYOTROP transect of Mount Kina- balu. XVIII. Cephaloziaceae (Hepaticopsida, Jungermanniales), Willdenowia, 23, 245–255, 1993. Villarreal, J. C. and Renner, S. S.: A review of molecular-clock cal- ibrations and substitution rates in liverworts, mosses, and horn- worts, and a timeframe for a taxonomically cleaned-up genus Nothoceros, Molec. Phylogen. Evol., 78, 25–35, 2014. Villarreal, J. C., Crandall-Stotler, B. J., Hollingsworth, M. L., Long, D. G., and Forrest, L. L.: Divergence times and the evolu- tion of morphological complexity in an early land plant lineage (Marchantiopsida) with a slow molecular rate, New Phytol., 209, 1734–1746, 2016. Vilnet, A. A., Konstantinova, N. A., and Troitsky, A. V.: Molecu- lar insight on phylogeny and systematics of the Lophoziaceae, Scapaniaceae, Gymnomitriaceae and Jungermanniaceae, Arctoa, 19, 31–50, 2010. Vilnet, A. A., Konstantinova, N. A., and Troitsky, A. V.: Molecular phylogeny and systematics of the suborder Cephaloziineae with special attention to the family Cephaloziaceae s.l. (Jungermanni- ales, Marchantiophyta), Arctoa, 21, 113–132, 2012. Will, K. W., Mishler, B. D., and Wheeler, Q. D.: The perils of DNA barcoding and the need for integrative taxonomy, Syst. Biol., 54, 844–851, 2005. Wolfe, A., McKellar, R. C., Tappert, R., Sodhi, R. N. S., and Muehlenbachs, K.: Bitterfeld amber is not Baltic amber: Three geochemical tests and further constraints on the botanical affini- ties of succinite, Rev. Palaeobot. Palynol., 225, 21–32, 2016. Zachos, J., Pagani, M., Sloan, L., Thomas, E., and Billups, K.: Trends, rhythms and aberrations in global climate 65 Ma to present, Science, 27, 686–693, 2001. Zhong, B., Fong, R., Collins, L. J., McLenachan, P. A., and Penny, D.: Two new fern chloroplasts and decelerated evolution linked to the long generation time in tree ferns, Genome Biol. Evol., 6, 1166–1173, 2014. www.foss-rec.net/20/147/2017/ Foss. Rec., 20, 147–157, 2017