View - Weed Ecology - Cornell University
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View - Weed Ecology - Cornell University
The Biology of Canadian weeds. 150 Erechtites hieraciifolius (L.) Raf. ex DC. Stephen J. Darbyshire1, Ardath Francis1, Antonio DiTommaso2, and David R. Clements3 Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. 1 Agriculture and Agri-Food Canada, Eastern Cereal and Oilseed Research Centre, 960 Carling Ave., Wm. Saunders Bldg. #49, Ottawa, Ontario, Canada K1A 0C6 (e-mail: [email protected]); 2Department of Crop and Soil Sciences, 903 Bradfield Hall, Cornell University, Ithaca, NY 14853, USA; and 3Biology Department, Trinity Western University, 7600 Glover Road, Langley, British Columbia, Canada V2Y 1Y1. Received 10 January 2012, accepted 3 March 2012. Darbyshire, S. J., Francis, A., DiTommaso, A. and Clements, D. R. 2012. The Biology of Canadian weeds. 150 Erechtites hieraciifolius (L.) Raf. ex DC. Can. J. Plant Sci. 92: 729746. Erechtites hieraciifolius, American burnweed, is a herbaceous annual in the Asteraceae native to forest zones of eastern North America, but introduced to parts of Europe and the Pacific region. Confusion sometimes arises in distinguishing it from other weedy rayless composites in Canada, such as Senecio vulgaris (common groundsel) and Conyza canadensis (Canada fleabane). A pioneer therophyte species of forest zones, it occurs in large numbers when associated with major disturbances such as forest fires, but is also common in areas of smaller scale disturbance such as shores, forest edges and wind-throws. Soil conditions may vary greatly in nutrient content, moisture content, pH and salinity. In Canada, it is generally considered a minor garden and agricultural weed. It is most common in crops such as lowbush blueberry (Vaccinium spp.), cranberry (Vaccinium macrocarpon), strawberry (Fragariaananassa) and vegetable crops; however, it occasionally occurs in other field and forage crops. Impacts include a variety of problems contributing to increased production costs or crop yield losses, including herbicide resistance, resource competition, and as a reservoir harbouring crop pathogens. It has been valued as a medicinal herb for treating a variety of ailments. Populations may grow rapidly in response to disturbances typical of managed landscapes, but E. hieraciifolius can usually be effectively controlled by chemical, cultural or manual weed control tactics. Key words: Erechtites hieraciifolius, American burnweed, érechtite à feuilles d’épervière, pilewort, weed ecology, weed biology Darbyshire, S. J., Francis, A., DiTommaso, A. et Clements, D. R. 2012. La biologie des mauvaises herbes au Canada. 150 Erechtites hieraciifolius (L.) Raf. ex DC. Can. J. Plant Sci. 92: 729746. L’érechtite à feuilles d’épervière (Erechtites hieraciifolius) est une herbacée annuelle de la famille des Astéracées indigène aux régions forestières de l’est de l’Amérique du Nord, mais qui a été introduite dans certaines parties de l’Europe et du Pacifique. On la confond parfois à d’autres adventices à rayons courts de la famille des Composées qui poussent au Canada tels le séneçon vulgaire (Senecio vulgaris) et la vergette du Canada (Conyza canadensis). Espèce pionnière thérophyte, on en retrouve de grand peuplements aux endroits qui ont subi de profondes perturbations comme un feu de forêt, cependant l’espèce colonise souvent des zones plus restreintes comme les rivages, la lisière des boisés et les chablis. Les conditions du sol peuvent varier considérablement quant à la concentration d’éléments nutritifs, la teneur en eau, le pH et la salinité. Au Canada, on la considère généralement comme une adventice secondaire dans les jardins et les champs. L’érechtite à feuilles d’épervière se rencontre le plus souvent dans les cultures comme le bleuet nain (Vaccinium spp.), la canneberge (Vaccinium macrocarpon), la fraise (Fragariaananassa) et les plantes maraı̂chères, cependant, on la découvre à l’occasion dans d’autres grandes cultures et des cultures fourragères. Elle engendre divers problèmes qui concourent à accroı̂tre les coûts de production ou à réduire le rendement, notamment la résistance aux herbicides, la concurrence pour les ressources existantes et le fait de servir de réservoir aux agents pathogènes des cultures. L’espèce est prisée pour ses vertus médicinales et on s’en sert pour soigner divers maux. Les peuplements prennent parfois rapidement de l’ampleur à la suite des perturbations typiques au aménagements paysagers, mais on peut habituellement venir à bout de E. hieraciifolius par les moyens de lutte chimique, culturaux ou manuel. Mots clés: Erechtites hieraciifolius, érechtite à feuilles d’épervière, American burnweed, pilewort, écologie des adventices, biologie des mauvaises herbes 1. Name and Generic Status Erechtites hieraciifolius (L.) Raf. ex DC. * Synonyms (spelling not corrected): Senecio hieracifolius L.; E. hieracifolia var. intermedia Fern.; E. praealta Raf.; E. hieracifolia var. praealta (Raf.) Fern.; Eriophthalmia Can. J. Plant Sci. (2012) 92: 729746 doi:10.4141/CJPS2012-003 hieracifolia (L.) Prov.; Neoceis hieracifolia (L.) Cass. Common names: American burnweed (Darbyshire et al. 2000), eastern burnweed, fireweed (fire-weed), pilewort (Darbyshire 2003), butterweed (Belcher 1956), white fireweed (Fogg 1945); érechtite à feuilles d’épervière Abbreviation: DALPT, days after late postemergence treatment 729 Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. 730 CANADIAN JOURNAL OF PLANT SCIENCE (Darbyshire et al. 2000), crève-à-yeux, crève-z-yeux (Darbyshire 2003). European and Mediterranean Plant Protection Organization (Bayer) code: EREHI. Asteraceae (Compositae): aster family Asteracées (Composées). The name has often been spelled as ‘‘E. hieracifolia’’or ‘‘E. hieraciifolia’’. According to the International Code of Botanical Nomenclature (McNeill et al. 2006), Erechtites hieraciifolius is correct, the genus being masculine in gender and an ‘‘i’’ being required between the two elements (‘‘hieraci’’ and ‘‘folius’’) of the epithet (i.e., a double ‘‘i’’). Augustin de Candolle (DC.) was the first to publish the name E. hieraciifolius in 1838, based on the earlier name and description, Senecio hieraciifolius, by C. Linnaeus (1753). In doing so de Candolle acknowledged that C. S. Rafinesque (Raf.) had suggested this to him in a letter; the nomenclatural authority may be given as ‘‘Raf. ex DC.’’ (as above) or simply ‘‘DC.’’ (McNeill et al. 2006). For a more complete list of synonyms see Belcher (1956). This account deals with E. hieraciifolius var. hieraciifolius, the only variety present in Canada, and not with the nearly pantropical weed E. hieraciifolius var. cacalioides (Fisch. ex Spreng.) Griseb. (see Section 2c), unless explicitly mentioned. 2. Description and Account of Variation (a) Description * The following description is of E. hieraciifolius var. hieraciifolius, the variety present in Canada and most of the United States. It shows considerable phenotypic variability (Belcher 1956), especially in plant size and leaf shape (Fig. 1). The description here is based on material from Canadian populations, supplemented with information from published descriptions (e.g., Fernald 1917; Kummer 1951; Belcher 1956; Gleason and Cronquist 1991; Barkley and Cronquist 1978; Barkley 2006). Annual herb, (5) 50200 ( 300) cm tall; taproot with fibrous secondary roots; stem erect, more or less strongly ribbed (grooved), simple or branched toward the top, glabrous to villose with translucent multicellular hairs; leaves alternate, the lower (3) 620 cm long (1) 28 cm wide and diminishing in size upwardly, mostly glabrous or margins ciliate with short hairs and lower surface usually also with longer multicellular hairs (especially along the principal veins), irregularly toothed and lobed, with secondary veins extending to the marginal gland-tipped teeth (Fig. 2); lower leaves elliptic to broadly lanceolate, shallowly toothed to weakly acute lobed, usually weakly petiolate; middle to upper leaves lanceolate, acute, irregularly toothed, often deeply acute lobed, sessile or clasping at the base, with distal leaves bract-like. The leaves are highly variable in size and shape. The base may be attenuate to a distinct petiole (Fig. 1B; Lloyd and Lloyd 1887), broadly sessile, or expanded and clasping to auriculate (Fig. 1A). Several leaf forms are often visible on the same plant and those with clasping or auriculate bases tend to be larger toward the middle of the stem. Inflorescence varying from a single terminal capitulum (flower head) in depauperate specimens (Fig. 1C) to compound, corymbose panicles usually with many capitula (often 100 or more) on robust plants; capitula subcylindric or flask-shaped (slightly swollen at the base), (6.5) 1017 mm long, with a few linear bracteoles at the base and upper pedicel (sometimes collectively referred to as a calyculus); phyllaries (involucral bracts) about 20 in a single row, linear with a slender attenuated tip, (6) 1017 mm long and Fig. 1. Erechtites hieraciifolius: A. Drawing from Hermann (1705) with leaves lobed and clasping to auriculate (note lower leaves with attenuate bases); B. Drawing from Millspaugh (1887) showing upper stem with reduced dentate leaves and linear inflorescence bracts and bracteoles, a middle leaf with attenuate (more or less sessile) base; C. Diminutive mature plant with a single capitulum. Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. DARBYSHIRE ET AL. * ERECHTITES HIERACIIFOLIUS (L.) RAF. EX DC. Fig. 2. Lower (abaxial) surface of leaf of Erechtites hieraciifolius showing secondary veins extending to the blade margins (somewhat obscure in the black and white version of this photo) and terminating in gland-tipped teeth. Translucent, multicellular hairs present along the veins (and margins). Inset shows a single hair. 0.51.5 mm wide, becoming strongly reflexed with age; ligulate (ray) florets lacking but florets heterogamous, the outer florets pistillate, 10100, corollas whitish to yellow, tubular filiform, 45 deltate lobes, erect; disc florets 1020 ( 50), mostly bisexual and fertile, inner sometimes functionally staminate, corollas whitish to pale yellow or pinkish, 45 erect to spreading deltate lobes; receptacle naked, 58.5 mm diam.; cypselae (fruits) narrowly cylindric to oblong, 23 mm long, brown with 812 paler ribs, strigose (rarely glabrous) between the ribs, the apex with a conspicuous collar and persistent style base protruding from the 731 centre (Fig. 3C); pappus of copious white hairs, about 510 times as long as cypsela, becoming readily detached (Fig. 3A, C); naked seeds (i.e., cypsela without the ovary wall) mostly dark blue to blackish with a whitish zone at the base, testa finely verrucose (Fig. 3D). As is typical in the Asteraceae, the dispersal unit (diaspore) is a cypsela, defined as a type of fruit formed from a single-seeded inferior ovary (Fig. 3C). The seed, technically defined as a ripened ovule, is left only when the ovary wall is removed (Fig. 3D). Except in Section 8C, where the distinction between fruit and seed becomes important, the term ‘‘seed’’ will be used to refer to the entire fruit. Cotyledons (Fig. 3B) round to oval, entire or faintly lobed or emarginate, 69 (10) (3.5) 59 mm, usually red-tinged beneath, a few scattered bristly short hairs above and on the usually purple principal veins beneath, and a granular bloom on the lower surface. Chromosome counts on plants of E. hieraciifolius at Ottawa, ON, were determined as n 20 by G. A. Mulligan in 1966 (collection number 3118; voucher DAO 857169). This is consistent with published counts of n 20, 2n 40 (Cooper 1936; Ornduff et al. 1963; Coleman 1982). (b) Distinguishing Features * In eastern Canada, Erechtites hieraciifolius is distinguished from most other composites by its many flowered (20150), relatively large (1017 mm) capitula with the outer pistillate florets lacking ligules (rays), and the small (23 mm long) seeds with copious white pappus hairs. Superficially, Fig. 3. Erechtites hieraciifolius: A. Seed with pappus of copious hairs; B. Seedling at two leaf stage; C. Cypselae, showing brown, ribbed and pubescent wall of fruit; D. Seeds, showing bluish-black, finely verrucose testa. Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. 732 CANADIAN JOURNAL OF PLANT SCIENCE it somewhat resembles the annual Canada fleabane, Conyza canadensis (L.) Cronq., whose usually simple stalks reach comparable heights, and are topped by branched inflorescences of numerous small capitula (about 34 mm long) with phyllaries of unequal lengths and outer pistillate florets obscurely ligulate, and tiny seeds (11.5 mm long). The stems of Canada fleabane are covered with simple hairs bent upward (adpressed), the leaves are crowded and numerous, linear and attenuated in shape; the leaf margins, when not entire, are often more coarsely toothed with small teeth lacking glandular tips. The widespread species Senecio vulgaris L. (common groundsel) is another annual species which usually lacks ligulate florets. It may be distinguished from E. hieraciifolius by: its deeply lobed mid-stem leaves (appearing coarsely pinnatifid), with the lobes obtuse rather than acute; the black tips of the calycular bracts (and sometimes also the phyllaries); smaller capitula about 58 mm long; and, the smaller seeds, 1.52 ( 2.5) mm long. The annual rayless aster [Brachyactis ciliata Ledeb.; Symphyotrichum ciliatum (Ledeb.) G. L. Nesom] also has small capitula (511 mm long) and seeds (1.52.5 mm long), but there are multiple rows of phyllaries and the leaves are linear to oblanceolate with entire and usually ciliate margins. Several native species of Packera (Senecio sensu lato) in eastern Canada may also be confused with E. hieraciifolius, such as the rayless P. indecora (Greene) Á. Löve & D. Löve, and the occasionally rayless P. paupercula (Michx.) Á. Löve & D. Löve. These perennial species have smaller seeds (52 mm), lower leaves that are distinctly spatulate with a long petiole (usually as long as or longer than the blade), and the mid-stem leaves somewhat lyrate. (c) Intra-specific Variation * This species is highly polymorphic throughout its range (Fernald 1917, 1950; Belcher 1956). Although several entities have been variously recognized taxonomically, as varieties or distinct species, the variation is continuous within and between the forms (Deam 1940; Belcher 1956; Seymour 1982). Most of the striking variation in plant size and leaf size and shape is attributable to phenotypic responses to varying conditions (Belcher 1956). Two North American varieties have been commonly recognized: var. hieraciifolius and var. megalocarpus (Fern.) Cronq. The latter is a form found only in coastal salt marshes of New England (Barkley 2006), which differs from the typical form in its more succulent leaves and stems, a receptacle 8 mm in diameter, and larger seeds (45 mm) with 1620 nerves (Barkley 2006). Although Fernald (1950) considered it a distinct species, other authors generally treat it as ‘‘merely a well-marked ecotype of saline coastal marshes’’ with the morphological variation between the two forms being continuous (Cronquist 1946; Belcher 1956; Barkley 2006). A third variety is present in the tropics, var. cacalioides, and found in the West Indies and from Mexico through Central America to northern Argentina and in southeast Asia and the East Indies (Belcher 1956). This variety differs in its longer bracteoles which extend from one-third to one-half the length of the involucre, and by the presence of multicellular hairs on the bracteoles and phyllaries (Belcher 1956). In addition to treating megalocarpus and cacalioides as distinct species, Fernald (1917, 1950) recognized three intraspecific taxa within E. hieraciifolius in eastern North America [var. hieraciifolius ( var. typica), var. praealtus (Raf.) Fernald, and var. intermedius Fernald], based primarily on leaf size and shape. Few have adopted this intraspecific treatment pointing out that single populations may contain forms typical of all three varieties (e.g., Deam 1940) and that leaf form and size are affected by the growing conditions (Fogg 1945; Belcher 1956). (d) Illustrations * Various aspects of E. hieraciifolius are illustrated in Figs. 1, 2, and 3. Variation in leaf shape is shown in the different elements of Fig. 1. Cypselae, seeds and seedlings are illustrated in Fig. 3. Other useful illustrations may be found in Pammel et al. (1913), Fogg (1945), Cronquist (1955), Muenscher (1955), Barkley (2006), Neal and Derr (2005), Jung and Chung (2010), Trewatha (2010), and USDA-NRCS (2011). 3. Economic importance (a) Detrimental * Various authors include it among the agricultural or forestry weeds in Canada (e.g., Provancher 1862; Dalaire 1904; Clark and Fletcher 1909; Groh and Frankton 1949; Wright 1950; Darbyshire 2003), although it is a pest of secondary importance. It is a relatively minor weed in cranberry (Vaccinium macrocarpon Aiton) and blueberry (Vaccinium spp.) fields in Nova Scotia, Prince Edward Island and New Brunswick where it is usually easily controlled with broad-spectrum herbicides or sometimes hand pulling (J. Calder, personal communication, Nova Scotia Department of Agriculture, Truro, NS; G. Graham, personal communication, New Brunswick Department of Agriculture, Aquaculture and Fisheries, Fredericton, NB). Wild blueberry crops may be particularly susceptible to infestations since periodic burning is often used as a tool for pruning and weed management (Penney et al. 2008). Data on labels of herbarium specimens collected in Canada indicate that it sometimes occurs in a wide variety of other crops, including oat (Avena sativa L.), barley (Hordeum vulgare L.), maize (Zea mays L.), strawberry [Fragariaananassa (Weston) Duch. ex Rozier], onion (Allium cepa L.) and carrot (Daucus carota L.), as well as fodder crops (Medicago sativa L.) and mixed pastures. It is sometimes considered a weed in the eastern United States (e.g., Pammel et al. 1913; Runnels and Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. DARBYSHIRE ET AL. * ERECHTITES HIERACIIFOLIUS (L.) RAF. EX DC. Schaffner 1931; Muenscher 1955). As in Canada, E. hieraciifolius is present in wild blueberry fields in Maine (D. Yarborough, personal communication, University of Maine, Orono, ME) and cranberry fields in New Jersey (Anonymous, undated), where, in high densities, plants can obstruct harvesting equipment (D. Yarborough, personal communication, University of Maine, Orono, ME). As an adventive outside its native distribution E. hieraciifolius var. hieraciifolius, is a weed in the Pacific region (see Section 4) and central Europe (Belcher 1956; Voss 1996). It has also become a serious agricultural weed in Hawaii, invading sugar cane (Saccharum officinarum L.) plantations in that state (Hanson 1962; Sund 1964). Haselwood and Motter (1966) stated that, in Hawaii, it was, ‘‘One of the most abundant weeds in moist cultivated areas; also a weed in pastures and rangelands.’’ Although E. hieraciifolius is naturalised on all of the major Hawaiian islands (HEAR 2008), it is currently not as abundant as E. valerianifolius (Link ex Spreng.) DC. (F. and K. Starr, personal communication, US Geological Survey, HI). It has been reported a weed in pine plantations in the southern United States (Britt et al. 1990; Gardiner et al. 1991); as an increasingly important reservoir host for crop pathogens including insects, fungi, nematodes and viruses (see Section 13a, b); as a weed of cultivated lands (Runnels and Schaffner 1931; Trewatha 2010); as a weed of pastures and forage grasses (Pammel et al. 1913; Muenscher 1955; Stephenson and Rechcigl 1991), and turf grass (Busey and Johnston 2006; Trewatha 2010). It is also reported as a problem weed in the container nursery industry (Neal and Derr 2005). It is considered a potential weed in Australia where it is under quarantine (AQIS 2011). In Hungary it is considered an invasive pest (Csiszár 2006). The presence of alkaloids (see also Section 7c) causes hepatotoxicity if the plants are consumed in sufficient quantity (Burrows and Tyrl 2001). The plant is frequently reported to have a noxious smell and taste, so it is unlikely that persons or livestock would voluntarily consume sufficient quantities to be at serious risk. However, the overall similarity between E. hieraciifolius and some even more toxic Senecio species may cause difficulties through pest mis-identification and inappropriate management decisions. As implied by the French common name ‘‘crève-zyeux’’, the pappus hairs were thought to pose a serious threat to the eyes (Provancher 1862). The flocculent pappus bristles may well cause eye irritation when manually threshing grain crops heavily contaminated with E. hieraciifolius, especially in relatively stagnant air spaces. The pappus bristles have scattered antrorse spicules which may contribute to the abrasion of soft tissues such as eyes and lungs. From a sociocultural perspective, Harper (1944) indicates that it is greatly offensive to aesthetic sensibilities, saying that, in Alabama, ‘‘Although harmless 733 enough, and never interfering with crops, this is one of our most useless and disreputable-looking weeds, very unattractive in appearance, and ill-scented besides.’’ Vegetation management resources are not always expended on an economic basis and such perceptions of ‘‘weeds’’ can have a tremendous impact on our relationships with, and actions on, plants and landscapes. (b) Beneficial * As a medicinal plant in North America, the use of E. hieraciifolius has had a complex and confusing history which Lloyd and Lloyd (1887) review extensively. These authors indicate that ‘‘fireweed oil’’ of North American commerce was usually derived from other species (not E. hieraciifolius), but maintain that E. hieraciifolius oil has distinct benefits. Erichsen-Brown (1979) cited a number of early North American sources on medicinal uses of the plant in treatment for haemorrhage, wounds, skin diseases, dysentery, cholera, and as a purgative and emetic; as a source of a blue dye for cotton and wool; and, its use by Algonquin native peoples to treat poison ivy [Toxicodendron radicans (L.) Kuntz] and poison sumac [T. vernix (L.) Kuntz] poisoning. Hale (1880) recommends its use in the treatment of dysentery, menstrual disorders and gonorrhoea. Millspaugh (1887) considered the plant’s volatile oil to be the principal active ingredient in a tincture produced from whole fresh flowering plants for use as an emetic and in treatment of such conditions as eczema, diarrhoea, haemorrhages and piles, but noted that nausea and other adverse reactions could result from use of this tincture. In the early 20th century its use as a medicinal herb was sufficiently popular that collectors were paid 23 cents per pound (Georgia 1914). Many authors comment on the unpleasant or rank odour of the plant. In spite of this Fernald et al. (1958) suggest it could be used as a salad or potherb. The plant’s odour does not seem to be consistently distasteful to all people. In the Andes of South America the leaves and flowers (var. cacalioides) have been used in folk medicine as a blood depurative and the roots to treat cardiac disease (Lorenzo et al. 2001). The antioxidant and radical scavenging properties of nine species of Asteraceae from Bolivia were investigated by Parejo et al. (2003); although some activity was exhibited by E. hieraciifolius, other species appeared more promising as sources of compounds for industrial and medical use. In Japanese trials, E. hieraciifolius has been found to be among the most efficient of the plants tested at assimilating atmospheric nitrogen dioxide (NO2) with as much as 10% of its total organic nitrogen content derived from this source (Morikawa et al. 1998). Such plants have the potential to act as important sinks for anthropogenic nitrogen oxides (Morikawa et al 1992; Morikawa 1996). Morikawa et al. (2003) proposed that ‘‘green walls’’ using such nitrogen dioxide-philic plants could be set up around buildings and on highway 734 CANADIAN JOURNAL OF PLANT SCIENCE Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. corridors to help sequester pollutants from car emissions or other sources. (c) Legislation * Erechtites hieraciifolius is not listed in any federal or provincial noxious weed legislation in Canada; and is similarly absent from federal and state lists in the United States. The state of New York has listed E. hieraciifolius var. megalocarpus as endangered in that state (USDA-NRCS 2011). Australia restricts importation of E. hieraciifolius where it is considered a potential threat and is regulated as a quarantine pest (AQIS 2011). 4. Geographic Distribution In North America, Erechtites hieraciifolius var. hieraciifolius is found primarily in deciduous forest regions of eastern Canada from the Maritime Provinces to western Ontario, and in the United States from New England west to Minnesota in the north, and south to Florida and eastern Texas. The distribution in Canada is shown in Fig. 4, based on 837 specimens in Canadian herbaria. References to its presence in Saskatchewan or Alberta are almost certainly erroneous (Boivin 1972; Harms 2006), and probably based on the report by Hooker (1834). No specimen was seen to confirm literature reports by various authors (e.g., Gleason and Cronquist 1991) of occurrence in Newfoundland (Meades et al. 2000; Barkley 2006). It has been reported as introduced to Washington State, apparently based on a single collection from Seattle (Cronquist 1955), and as sporadically adventive on the West Coast (Barkley and Cronquist 1978; Barkley 2006). It is not known to occur in British Columbia (Douglas et al. 1998; Barkley 2006). Elsewhere in the world, E. hieraciifolius var. hieraciifolius is known from the West Indies (Belcher 1956) and has been introduced to central Europe (Belcher 1956; Tutin 1976), Hawaii (Belcher 1956), Japan (Walker 1976; Kamada and Nakagoshi 1990), China (Chien and Ku 1998), Taiwan (Wu et al. 2004; Jung and Chung 2010), Korea (Shin and Braun 2000), and New Zealand (de Lange 1995). 5. Habitat (a) Climatic Requirements* Climatic conditions within the native distribution of E. hieraciifolius var. hieraciifolius vary from humid continental to maritime. The plant extends over a wide latitudinal range in eastern North America, from southern boreal (9498N) to subtropical regions with considerable variation in average temperature and day length hours. In Canada, it is not known from areas with a growing season of less than about 160 d, or average precipitation of less than about 70 cm. (b) Substratum * There is little information in the literature on the edaphic requirements and tolerances of E. hieraciifolius in Canada, but data on herbarium specimen labels indicate the species will grow in a wide range of substrate conditions. Soil types reported are rather general, but include sand, clay, loam, rock, and gravel. It is found in moist to saturated soils of shores, flood plains, fresh and salt marshes, bogs, dune slacks, gravel bars and ditches, but also occurs in dry or welldrained substrates such as dry sands, talus slopes, and granite balds. A wide range of substrate pH is tolerated as indicated by the collections from peat bogs to limestone cliffs and talus. Although nutrient poor soils are readily colonized, Wilson and Shure (1993) found E. hieraciifolius biomass production was greater at harvested forest sites to which fertilizer was added. More detailed analysis of soil types is found in some United States sources. The substratum in a pine forest in South Carolina, where E. hieraciifolius was among early successional species, consisted of a silty sand down to 1.2 m underlain by a medium to fine clayey sand to 7.6 m; and the upper soil layers averaged 87% sand, 6.4% silt and 6.3% clay-sized particles (Hunt and Shure 1980). Following treatment of the soil with waste water in the above area, soil organic matter decreased from 3.5 to 1.5% and cation exchange capacity from an average of 55 meq 100 g1 in the top 5 cm to 28 meq 100 g1 at 10 cm and 10 meq 100 g1 below 15 cm; but there were otherwise no differences in the soil profile of treated and untreated areas except for an increase in soil moisture from 8% in untreated areas to up to 15% in treated areas (Hunt and Shure 1980). Forest top-soils in eastern Tennessee containing substantial seed banks of E. hieraciifolius were found to have 3.25.3% organic matter, 411 mg g1 phosphorus, 2126% clay, 28 43% silt and 3151% sand, with a pH of 5.26.0 (Farmer et al. 1982). The predominant soil types in eastern mixed forest areas where E. hieraciifolius appears following fires or forest clearance are loams and silt loams originating from acid shales, sandstones and limestones, often acidic with an average soil pH of about 4.5 (Coxe et al. 2006). In the wetland complex of the Delaware River (NJ), E. hieraciifolius was found in shrub forest habitats on alluvial and aeolian deposits (Leck et al. 1988). (c) Communities in Which the Species Occurs * In Canada, E. hieraciifolius occurs in boreal (southern part), Great Lakes/St. Laurence, Acadian and Carolinian forest regions (Fig. 4). The species usually occurs in abundance and high density in places of recent major disturbance, although small scale disturbances giving rise to suitable microsites are colonized by small numbers of plants. Disturbances may result from fires (Masters et al. 1996; Nakagoshi et al. 2003; Hutchinson et al. 2005), forest cutting (Boring et al. 1981; Masters et al. 1996; Landenberger and McGraw 2004; Mou et al. 2005; Abella 2010), herbicide application (Kochenderfer and Wendel 1983; Luken et al. 1994), cultivation Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. DARBYSHIRE ET AL. * ERECHTITES HIERACIIFOLIUS (L.) RAF. EX DC. 735 Fig. 4. Map of distribution of Erechtites hieraciifolius in Canada, based on 837 herbarium specimens from ACAD (35), CAN (72), DAO (120), HAM (27), LKHD (2), MT (146), MTMG (37), NSAC (7), OAC (24), QFA (142), QK (27), QUE (61), TRT (75), TRTE (29), UNB (10), WAT (16), and WLU (7). Herbarium abbreviations follow Holmgren et al. (1990). (Fig. 5), flooding or hydrological changes (Shull 1914; Leck et al. 1988; herbarium specimen label data), erosion (Peterson et al. 1990), or other disturbances (Wagner 1966; Hunt and Shure 1980; Roman et al. 1984). In hemlock [Tsuga canadensis (L.) Carrière] forests in New England damaged by an imported adelgid [Adelges tsugae (Annand)], it is among opportunistic species said to have ‘‘invaded’’ the stands (Orwig and Foster 1998). It is a poor competitor (Boring et al. 1981) and Peterson et al. (1990) found that it was negatively correlated (r0.45, P 0.018) with total cover (primarily other plant species). Population explosions may occur under these and other conditions where competition is reduced, but generally subside rapidly with successional progression to less open environments. Shores of lakes and rivers, habitats characterized by natural disturbance, are common locations for E. hieraciifolius as are sites associated with beaver activities causing cyclical flooding and drainage. It is found in a wide range of anthropogenic habitats where vegetation is regularly disturbed or maintained at early successional stages, such as roadsides, railway lines, ditches, energy corridors, quarries, tree plantations, cultivated land, turf, flower beds, or ruderal sites. It grows in coniferous, deciduous or mixed forests, although usually in places receiving some direct sunlight such as openings, edges, or along trails. A variety of wetland habitats are also suitable, including shores, wet thickets, wet forests, wet prairies, marshes, bogs and fens (Fernald 1950; Roman et al. 1984; Gleason and Cronquist 1991; Voss 1996; Murphy et al. 2009; herbarium specimen label data). A 1975 collection of E. hieraciifolius in southern Ontario came from a Spaghnum moss (Spaghnum sp.) mat around a lake which had previously been flooded and was then invaded by ‘‘hundreds of these weeds’’ after the water level subsided (herbarium specimen label data, OAC). Smaller scale disturbances also provide microsites where reduced competition within a broader community allows small populations of E. hieraciifolius to establish; e.g., tree falls and wind-throws (Peterson and Pickett 1990; Peterson et al. 1990; Peterson and Pickett 1995). 6. History As a native plant of deciduous and mixed forest areas, E. hieraciifolius has presumably been present in those habitats since the re-vegetation of de-glaciated areas of southern Canada after the end of the last Ice Age. In the early 19th century, when clearing of the great eastern forests of North America had begun in earnest, E. hieraciifolius had become known as ‘‘fire-weed’’ because of its abundant occurrence in areas of forest clearance, especially where fires had occurred (Pursh 1814; Eaton 1824; Torrey 1843). William Barton (1818) said that it was ‘‘one of the commonest weeds [around Philadelphia], growing almost every where, even on roofs’’. 7. Growth and Development (a) Morphology* All annual plants are considered therophytes, and this life-form is highly developed in E. hieraciifolius. The species can rapidly respond to take advantage of favourable growth conditions, rapidly producing large individuals in dense populations (Fig. 5). The phenotypic plasticity of its growth also promotes maximum reproductive effort under suboptimal conditions. Depending on the availability of moisture, nutrients and light, plants may reach maturity at heights from a few centimetres and bearing only a single capitulum, to more than 2 m with a few hundred capitula (Fogg 1945; Csiszár 2006; Fig. 1). The plant is capable of considerable morphological plasticity (see Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. 736 CANADIAN JOURNAL OF PLANT SCIENCE Fig. 5. A dense population of Erechtites hieraciifolius in New Jersey, 21 August 2008, Mr. Peter Craig in photo. The 1.6-ha field was treated with two applications of glyphosate (about a 1-month interval), and then no-till planted with a variety of native grassland species. It is unknown whether the growth of E. hieraciifolius was the result of a soil seed bank, seed rain from an outside source, or contamination of the planted seed. Section 2) allowing a wide range of growth responses to environmental conditions. (b) Perennation * A typical therophyte, E. hieraciifolius is a ‘‘summer’’ annual over-wintering only as seeds. It has been postulated that some plants may behave as winter annuals in southerly regions where winters are milder than in Canada. In Kentucky, Baskin and Baskin (1996) found that 1% of freshly collected seeds germinated immediately in an unheated greenhouse. They also observed some plants of such a large size that it seemed unlikely their growth could have been attained from spring germinating seeds. (c) Physiology and Biochemistry * The alkaloid hieracifoline, reported from E. hieraciifolius by Manske (1944), was later shown to be a mixture of two compounds, senecionine and seneciphylline (Adams and Gianturco 1956). Bohlmann and Abraham (1980) found a syringyl alcohol derivative and sesquiterpenes in the roots of E. hieraciifolius. In the re-growth following a forest clear-cut in North Carolina, E. hieraciifolius was found to contain 2.699 0.05, 0.2590.01, 6.9790.75, 0.9890.05, and 0.3790.03 percent dry mass, N, P, K, Ca, and Mg, respectively (Boring et al. 1981). The N, P, and K values were the highest detected among all herbaceous species and most woody species (significantly higher values of N were detected only in the sprouts of two tree species). An analysis of oil extracted from aerial parts of E. hieraciifolius in Brazil found that 11 compounds constituted 94% of the oil, a-phellandarene (41.3%) and r-cymene (22.2%) being the main components (Lemos et al. 1998). Somewhat different results were obtained from an analysis of fresh leaves and stems of plants from Bolivia (Lorenzo et al. 2001). In the latter analysis, 22 components were identified as composing 93.3% of the oil, of which a-pinene was the main component (48%), followed by myrcene and (E)-b-ocimene (14% each), but only traces of a-phellandrene and r-cymene were found. Nutrients leached from mature leaves of E. hieraciifolius subjected to simulated rain were at rates of: 0.03 mg 0.1 m 2 h1 NH 4 (ammonium ion); 2.4 K; 1.68 Ca; 0.31 Mg; 0.26 NO 3 (nitrate ion); and 0.93 P (Haines et al. 1985a). No significant difference in the rate of nutrient leaching was detected at different treatment pH levels (2.55.5). Phosphorus was apparently absorbed from the simulated rain water rather than leached. The relatively high rate of nutrient leaching from the leaves was attributed to the wettability of adaxial leaf surfaces (Haines et al. 1985b) (see Section 11). Tissue necrosis resulted from exposure to pH levels below 2.5 (Haines et al. 1980). The complex nitrogen metabolism has been extensively studied by Japanese researchers. Of the 217 plant species studied in laboratory experiments, Morikawa et al. (1998) observed that E. hieraciifolius had one of the highest NO2 assimilation rates at 5.7 mg g1 dry weight, representing 10% of the total nitrogen content. Average levels of nitrate (NO 3 ); nitrite (NO2 ) and ammonium (NH ) ions detected in the leaves of seedlings of E. 4 hieraciifolius by capillary electrophoresis were 16.8 mmol, 8.2 nmol and 1.0 mmol per gram of fresh tissue, respectively (Kawamura et al. 1996). Of the six plant species studied by Kawamura et al. (1996), E. hieraciifolius contained the smallest quantity (in relation to wet weight) of NH4, and the largest quantity (in relation to chlorophyll content) of NO 2 : The ability of E. hieraciifolius to convert NO 3 to nitrous oxide (N2O) was demonstrated by Hakata et al. (2003), although it was one of the least efficient of the 17 species studied. The capacity of various plant species to convert NO 3 to N2O (i.e., N2O emission) appears to be inversely DARBYSHIRE ET AL. * ERECHTITES HIERACIIFOLIUS (L.) RAF. EX DC. Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. proportional to their ability to assimilate NO2 (Hakata et al. 2003). (d) Phenology * Seeds mostly germinate in the spring (see Section 8c) and somewhat later with increasing latitude. Flowering may begin as early as late July, but seed maturation occurs mostly through mid-August to early October (herbarium specimen label data). Robertson (1928) reported the flowering period in Illinois as Aug. 20 to Sep. 25. The basal leaves often begin to wither as flowering commences (Barkley 2006). (e) Mycorrhiza * The roots of E. hieraciifolius plants germinated from forest topsoils (from eastern Tennessee) were extensively colonized by endomycorrhizae with hyphae and vesicles present in all samples (Farmer et al. 1982). 8. Reproduction (a) Floral Biology * The capitula of E. hieraciifolius lack ligulate florets to attract pollinators and are probably primarily autogamous. Thirteen species of mostly hymenopteran insect visitors were reported by Robertson (1928) in Illinois; however, they are unlikely to be effective pollinators. The cytology, histology and ontogeny of micro- and megasporogenesis, and early embryo development in E. hieraciifolius were studied by Cooper (1936). Wagner (1966) studied the effects of radiation on embryo abortion rates (100% at B1.5 Gy d 1) in a field study in Brookhaven, NY. (b) Seed Production and Dispersal * The pappus of copious large hairs at the apex of the seed (Fig. 3A) facilitates wind dispersal (Fogg 1945; Ohtsuka 1998). Large plants are capable of producing thousands of seeds (see Section 2). In Hungary, Csiszár (2006) found that an average of 32 390 seeds were produced per plant, although growing conditions were not indicated. In a forest area of NY, Wagner (1965) measured the seed rain of E. hieraciifolius from late summer to early autumn at 36 145 seeds ha1. In agricultural settings, E. hieraciifolius may also be dispersed through mechanical harvesting equipment (J. Calder, personal communication, Nova Scotia Department of Agriculture, Truro, NS; D. Yarborough, personal communication, University of Maine, Orono, ME). (c) Seed Banks, Seed Viability and Germination * The results of various observations and experiments on seed bank formation of E. hieraciifolius are incongruous and difficult to interpret. Germination tests of exhumed seeds, artificially buried for long periods, have shown 737 either no viability (Telewski and Zeevaart 2002) or as much as 89% germination after 8 yr (Baskin and Baskin 1996). Some studies on germinating or recovering buried seeds from forest soils have found few seeds (Oosting and Humphreys 1940; Livingston and Allesio 1968; Leck et al. 1988; Matlack and Good 1990; Schiffman and Johnson 1992), in spite of the potential for immigration of wind-borne seeds. The low numbers of seeds and distributional patchiness in mature forest soils found by these studies suggests that long-term seed banks are not formed. However, other studies have detected large numbers of buried E. hieraciifolius seeds germinating from forest soils (Farmer et al. 1982; Mou et al. 2005; Schelling and McCarthy 2007). Differences in the results of studies measuring germination may be due in part to experimental conditions and the cyclical conditional dormancy exhibited by E. hieraciifolius (Baskin and Baskin 1996). Direct observation of ‘‘seeds’’ in soil samples may be obfuscated by the rapid disintegration of the brown, ribbed fruit wall of the cypsela which reveals a finely verrucose, dark blue to blackish testa (Baskin and Baskin 1996; Fig. 3D). Although still viable, the naked seeds (ripened ovules) are very different in appearance and can be easily overlooked or mis-identified. Few studies have been conducted in Canada. The plant did not germinate from any of the soil samples from mature deciduous forests at Mont St. Hilaire, QC (Leckie et al. 2000), although herbarium specimens have been collected indicating its presence throughout the area (herbarium specimen label data). Profuse germination of E. hieraciifolius is often noted in conjunction with water draw-downs, such as drained beaver ponds, emergent shorelines and flood plains (herbarium specimen label data). At Cold Spring Harbor, NY, abundant germination of E. hieraciifolius, along with more than 140 other species of plants, was noted on the bed of a recently drained millpond (Shull 1914). Shull (1914) tried to artificially recreate similar conditions in the laboratory, but did not observe any germination of E. hieraciifolius. In a Connecticut salt marsh, Roman et al. (1984) found that E. hieraciifolius germinated well in areas where the soil water salinity was near 0.5% throughout the growing season. In North Carolina, Oosting and Humphreys (1940) examined seed germination from soil samples along a plant succession transect from cultivated fields to climax oak-hickory forest; 10 sites were considered to represent more than 200 yr of forest growth. No seeds of E. hieraciifolius germinated from soil collected at sites representing pre-afforestation communities, and only small numbers of seedlings were detected at forested sites. Although no data are given on the above-ground presence of E. hieraciifolius in any of the vegetation age classes, Oosting and Humphreys (1940) state that it is improbable that seeds immigrating from elsewhere would be able to readily penetrate litter layers into the soil layers sampled. Livingston and Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. 738 CANADIAN JOURNAL OF PLANT SCIENCE Allessio (1968) reported similar results along a successional transect in Massachusetts from abandoned fields, through conifer plantations, to mixed woodland; only 4 seedlings were germinated from a total of 16 soil samples, one each from 4 mid- to late-succession samples. In a southern Appalachian mature oak forest (Montgomery Co., Virginia) with a low level of past disturbance, E. hieraciifolius was among pioneer species that were either absent or present at very low densities ( 50.03 m2) in the seed bank (Schiffman and Johnson 1992). At sites where seeds were found in the soil (by germination testing, but undetected in visual inspections), adult plants were also found in the forest community; however, no germination of E. hieraciifolius was observed in soil samples from sites which lacked adult plants (suggesting limited immigration). At disturbed and undisturbed mixed oak forest sites in the central Appalachians (southeastern Ohio), Schelling and McCarthy (2007) germinated seeds of E. hieraciifolius from 79% of their soil samples, where it occurred most frequently among the 70 species detected in the seed bank. Adult plants were also found in the aboveground vegetation in the study area. A study of several forest soil seed banks in eastern Tennessee (Farmer et al. 1982) found that E. hieraciifolius was one of five species germinating from 100% of the samples and trials, that it produced the second highest number of seedlings (mean of 127 425 ha1) of the 95 species detected, and, after 56 mo of growth, represented about 3242% (depending on substrate trial) of the total biomass of all germinated plants. Germination tests on litter and soil (to 5 cm depth) from a pine (Pinus elliottii Englem.) plantation in South Carolina, found seedling densities of 26 m 2 (Mou et al. 2005), with almost all seedlings germinating from unscarified soil samples. The unsuitability of shade conditions in mature closed-canopy forests, the scarcity of seeds in the litter and soil, and the rapid germination of E. hieraciifolius following cool burns and litter removal might suggest that some seeds will remain dormant in the substratum until surface conditions permit access to sunlight (Glasgow and Matlack 2007), but might also suggest immigration of wind-borne seeds from neighbouring open areas (Matlack and Good 1990). For example, a study of buried seeds after clear-cutting of an ancient stand of Pinus strobus L. in Connecticut found that E. hieraciifolius was not among plants germinated from buried seeds, and that its substantial presence in the clearing arose from wind-dispersal of its seeds from open areas (Del Tredici 1977). Ecologists have come to similar conclusions in Japan, where its explosive occurrence as an early pioneer of post-disturbance forest succession is attributed primarily to anemochory (wind dispersal) rather than seed banking (Ohtsuka 1998). Most studies of soil seed communities have been conducted at upland sites. In a variety of wetland (bog) communities in West Virginia, E. hieraciifolius seeds germinated at rates of 055 seeds m 2 (McGraw 1987). Unfortunately data were not presented on the vertical distribution (and therefore relative age) of germinating seeds. At an upland site in West Virginia, Landenberger and McGraw (2004) studied seed banks at two forest sites which had been clear-cut 7 yr previously. They found E. hieraciifolius to be among the most abundant seeds (relative to other species detected) in the soil in the open clear-cut and that seed densities declined in proportion to other species and logarithmically in density across boundary between clear-cut and undisturbed forest. Baskin and Baskin (1996) found that in Kentucky about half of the freshly collected seeds were dormant and the remainder only germinated under warmer conditions. Unburied seeds which were winter-stratified germinated the following spring, while buried seeds (also stratified), germinated the April following exhumation. Buried seeds re-entered conditional dormancy each October, but 89% of seeds remained viable after 8 yr of burial. Maximum germination occurred under thermoperiods of 30:15 and 35:208C (12:12 h) and a photoperiod of 14 h light:10 h dark, although considerable germination also occurred in total darkness. In Massachusetts, Lincoln (1983) found that 85% of freshly harvested seed germinated in either light of dark conditions at 20308C within 14 d following a 60-d cold treatment. Although the vegetative community at the site of soil provenance is not given, E. hieraciifolius germinated from most of the 96 pots using soil from Ona, Florida, in a greenhouse study (Stephenson and Rechcigl 1991). It is not known whether germination was, in whole or in part, from fresh (previous season) or dormant (seedbanked) seed, or whether seeds were from locally grown plants or transported from elsewhere. Germination of seed tended to increase with soil pH (4.55.7) when augmented with dolomite, reaching a maximum at pH 5.7 and then diminishing somewhat at pH 6.16.8 achieved with gypsum addition. Also, plants growing at low soil pH ( B5.2) were smaller and less vigorous. (d) Vegetative Reproduction * Erechtites hieraciifolius reproduces only by seed (Muenscher 1955). 9. Hybrids No inter-specific hybrids have been reported. 10. Population Dynamics The rapidity with which large numbers of plants of E. hieraciifolius appear immediately after major disturbance, then quickly begin to decline over the following 2 or 3 yr, represents a classic example of an early pioneer species in the ecological succession of plants. Pursh (1814) noted the tendency of this plant to rapidly form extensive monocultures in recently cleared forest areas, Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. DARBYSHIRE ET AL. * ERECHTITES HIERACIIFOLIUS (L.) RAF. EX DC. particularly where the woody debris was burned in situ. Farmer et al. (1982) observed densities of 49220 103 plants ha1 when testing for seed germination from southern Appalachian forest soils. When they measured the above-ground biomass 56 mo after germination (representing plant growth in the first season postdisturbance), E. hieraciifolius comprised 3242% of the total plant biomass, more than twice as much as produced any of the other 94 species under any of the soil condition treatments. In the first year of recolonization after total vegetation removal by herbicide in a West Virginia forest, E. hieraciifolius comprised 22% of the ground cover (Kochenderfer and Wendel 1983). In the second year it had fallen to 2% cover and was not detected in subsequent years. In a North Carolina clear-cut forest, Boring et al. (1981) found that E. hieraciifolius biomass production was 59 kg ha 1 during the season following cutting (i.e., removal of all marketable timber), which represented 13.6% of herbaceous plant biomass and 3.4% of the total biomass production by all woody and non-woody plants. It was the only species making a substantial contribution to the re-growth biomass which was not detected in pre-cut vegetation surveys. At a nearby study site, Elliott et al. (1998) reported that, in the first year of revegetation after a severe disturbance, E. hieraciifolius biomass production was 1820 kg ha1 and represented 37.1% of the biomass of the ground flora. A subsequent survey 15 yr later did not detect any E. hieraciifolius, but after 28 yr it was detected as a minor component (0.9 kg ha1, 0.2%). The occurrence of E. hieraciifolius in the more mature forest stage may be due to the creation of suitable microsites by local disturbances (Peterson et al. 1990; Peterson and Pickett 1990). At a woodland site in South Carolina, highly disturbed because of the regular spray disposal of wastewater, E. hieraciifolius growth was correlated to the amount of disturbance (Hunt and Shure 1980). In the high disturbance zone it reached a peak biomass of about 125 g m 2 in June, whereas in the lower disturbance zone a peak of about 50 g m 2 occurred in August. As an important component of the plant community and insect host, the growth of E. hieraciifolius had a significant effect on the temporal patterns and productivity of arthropod herbivores (see Section 13aiii). It is not clear whether the colonizing ability of E. hieraciifolius is primarily the result of seed dispersal and immigration or long-term seed banking (see Section 8c). For example, seeds of E. hieraciifolius have been shown to be short-lived or transitory in mixed-oak hardwood clearings in the southern Appalachians where they are abundant in the early-successional period, but rapidly decline and are replaced by more shade-tolerant species with the growth of over-story trees and gradual canopy closure in the late-successional period (Elliott et al. 1997). In managed pine plantations in Ohio, the importance value (sum of relative cover and relative 739 frequency) of E. hieraciifolius was 0.6 in un-thinned control plots and 9.5 in plots 3 yr after thinning (Abella 2010). In a managed pine plantation in South Carolina, Mou et al. (2005), found the high importance value of E. hieraciifolius (6.3) attained in the first post-harvest growing season declined rapidly in the following 4 yr (3.8, 0.5, 0, and 0.2, respectively). 11. Response to Herbicides and Other Chemicals The leaf adaxial epidermis in E. hieraciifolius is essentially glabrous, lacks epicuticular wax, has a low water drop contact angle (about 708), and has a high waterholding capacity (Haines et al. 1985b). This wettability of the leaf surface promotes retention and penetration, and therefore effectiveness, of spray-applied foliar herbicides. Little work has been done in Canada to assess the response of E. hieraciifolius to herbicides. A single post application of mesotrione at 101 g a.i. ha 1 early in the season has provided good control of E. hieraciifolius in New Brunswick cranberry fields (G. Graham, personal communication, New Brunswick Department of Agriculture, Aquaculture and Fisheries, Fredericton, NB). Mesotione also controls E. hieraciifolius well in wild blueberry fields in Maine (D. Yarborough, personal communication, University of Maine, Orono, ME), although application rates are usually higher than in Canada. The species was among the first plants for which herbicide tolerance was reported. After less than 10 yr of heavy use of 2,4-D in sugar cane fields of Hawaii, populations of E. hieraciifolius were showing reduced response to the ‘‘new’’ chemical control (Hanson 1956, 1962). Sulfometuron/hexazinone applied in granular form was effective in early season control in pine plantations (Pinus taeda L.) in the southeastern US (Gardiner et al. 1991). Sixty days after a late postemergence granule application of sulfometuronhexazinone at two rates (140.1 g a.i. ha 1700.5 g a.i. ha1 and 168.1 g a.i. ha 1840.6 g a.i. ha1, respectively) 94% control of the two major herbaceous weed species [E. hieraciifolius and Eupatorium capillifolium (Lam.) Small] was obtained at a pine plantation site in Arkansas. By 120 days after a late postemergence, control from the two application rates decreased to 70 and 80%, respectively. Several broad-spectrum specialty herbicides have been registered in the United States which are claimed to control E. hieraciifolius in turf or other ornamental plantings. A mixture of clopyralid and triclopyr at a recommended rate of 38 g a.e. ha1 and 51 g a.e. ha1, respectively, is registered for postemergence control in turf (Dow AgroSciences 2008). A mixture of dimethenamid-P and pendimethalin at a recommended rate of 1.7 kg a.i. ha 1 and 2.2 kg a.i. ha 1, respectively, is registered for preemergence control in ornamental plantings (BASF 2011). A mixture of dicamba, thiencarbazone-methyl and iodosulfuron-methyl-sodium at a Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. 740 CANADIAN JOURNAL OF PLANT SCIENCE recommended rate of 78 g a.i. ha 1, 4.9 g a.i. ha1, and 22.5 g a.i. ha1, respectively, is registered for postemergence control in warm-season grass turf (BAYER Undated). A mixture of soil-applied trifluralin and isoxaben at a recommended rate of 3.4 kg a.i. ha 1 and 0.9 kg a.i. ha 1, respectively, is registered for preemergence control in turf, nursery and ornamental plantings (Dow AgroSciences 2010). For container-grown nursery crops, Neal and Derr (2005) provide a table on the efficacy of a number of preemergence herbicides registered for use in ornamental plantings in the US. Of the 11 herbicides tested, they rate 4 as providing ‘‘good’’ control of E. hieraciifolius: flumioxazin (420 g a.i. ha1); oxyfluorfenoxadiazon (2.21.1 kg a.i. ha 1); oxyfluorfenoryzalin (2.21.1 kg a.i. ha 1); and, oxyfluorfenpendimethalin (2.2 1.1 kg a.i. ha1). 12. Response to Other Human Manipulation Prior to the advent of chemical herbicides, Dalaire (1904) stated that control could be accomplished by cultivation, hoeing and hand pulling. Even now in cranberry and blueberry fields of the Maritime provinces control is often accomplished by hand pulling (G. Graham, personal communication, New Brunswick Department of Agriculture, Aquaculture and Fisheries, Fredericton, NB). Manual pulling and mowing, prior to seed production, has also been recommended for control in the United States (Runnels and Schaffner 1931; Muenscher 1955). Diligent sanitation of harvesting equipment appears to reduce spread in wild blueberry fields in Maine (D. Yarborough, personal communication, University of Maine, Orono, ME). 13. Response to Herbivory, Disease and Higher Plant Parasites (a) Herbivory (i) Mammals, including both domestic and wild animals * No reports have been found indicating whether the bitter leaves with their unpleasant odour are palatable to mammals. (ii) Birds and other vertebrates * No information was found. (iii) Insects * The Chinese ladybeetle, Leis conformis Boisd. (Coccinellidae: Coccinellini), imported into Florida to combat the green citrus aphid, Aphis spiraecola Patch (Homoptera: Aphididae), has been found feeding on the blossoms of E. hieraciifolius; although entire blossoms including stamens and pistils were eaten, no larvae, pupae or eggs were observed (Watson and Thompson 1933). In a young pine forest in South Carolina, increased biomass of E. hieraciifolius led to substantial increases in arthropod trophic guilds, such as sap feeders and leaf strippers from 51 mg m 2 in untreated areas to up to 252 mg m 2 in treated areas. Sharp declines in the herbivore biomass corresponded to dieback of the E. hieraciifolius (and other herbaceous plants) and increases in detritivore populations exploiting nutrients available in the litter. Larvae of Palthis asopialis (Guenée) are reported to feed on E. hieraciifolius, and a variety of other plants (Robinson et al. 2010). This noctuid moth is known to occur only in extreme southern Ontario (Troubridge and Lafontaine 2004) and Quebec (J. D. Lafontaine, personal communication, Agriculture and Agri-Food Canada, Ottawa, ON). Larvae of Tyria jacobaeae L. (Arctiidae), a biological control agent established in Canada against Senecio jacobaea L. (Harris et al. 1975), were reported to feed and mature on E. hieraciifolius in forced feeding trials (Bucher and Harris 1961). Outside North America, several species of moths have been reported to include E. hieraciifolius in their host range (Robinson et al. 2010), including Hypercompe icasia Cramer (Arctiidae), Platyptilia molopias Meyrick (Pterophoridae), and Platphalonidia subolivacea Walsingham (Tortricidae). Evidence of leaf-mining insects is not uncommon on herbarium specimens of E. hieraciifolius from Canada. The microlepidoptera Phyllocnistis insignis Frey & Boll (Gracillariidae) has been reported on E. hieraciifolius in the US (Robinson et al. 2010). Although larvae produce track mines in a variety of herbaceous Asteraceae and the species has been reported from several border States, it is not yet known to occur in Canada. A lepidopteran miner on Erechtites was reported from Kentucky under the name Phyllocnistis erechtitisella Chambers, but no description was provided and the name cannot be used (Chambers 1878). Reports of the Gracillariid Phyllonorycter insignis (Walsingham) attacking Erechtites species are in error (J.-F. Landry, personal communication, Agriculture and Agri-Food Canada, Ottawa, ON). In south Florida, E. hieraciifolius is among the many species of Asteraceae suitable as hosts for the leaf miner fly Phytobia maculosa (Malloch) [ Nemorimyza maculosa (Malloch)] (Agromyzidae), whose larvae form large blotch mines on the leaves (Stegmaier 1967). In the vicinity of vegetable crops in Florida, the highly polyphagous serpentine leaf miners Liriomyza sativae Blanchard and L. trifolii (Burgess) (Agromyzidae) are found on E. hieraciifolius (Genung et al. 1978; Genung 1981; Schuster et al. 1991). In Taiwan, E. hieraciifolius was found to be a preferred host of the leafminer L. trifolii (Chien and Ku 1998). Although none of these leaf-mining flies occur in the field in Canada, the latter is a pest of greenhouse crops (Broadbent and Olthof 1995; Dempewolf 2004; Lonsdale 2011). In Arkansas, E. hieraciifolius is host to the tarnished plant bug, Lygus lineolaris P. Beauv. (Heteroptera: Miridae) (Young 1986). A gall midge, Neolasioptera sp. (Diptera: Cecidomyiidae), has been reported on E. Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. DARBYSHIRE ET AL. * ERECHTITES HIERACIIFOLIUS (L.) RAF. EX DC. hieraciifolius in Florida, causing irregular stem swellings 25 cm long; and, a flower-head gall produced by Asphondylia sp. (Cecidomyiidae) has been reported on Erechtites sp. from an unspecified North American location (Gagné 1989). Infestation by the cosmopolitan aphid species Brachycaudus helichrysi (Kaltenbach) (Homoptera: Aphididae) was found on E. hieraciifolius in two Florida counties in 1997 (Halbert et al. 2000). Blatchley (1912) reported that a carabid beetle [Anisodactylus terminatus (Say)] was often seen feeding on ripening seeds in Indiana. In Kagoshima City, Japan, E. hieraciifolius was one of three plants infested by an Asian moth, Nyctemera adversata (Schaller) (Lepidoptera: Arctiidae), with 7292% of the larvae maturing in 27.5 d (Murakami et al. 1999). In host testing of the Lepidopteran Secusio extensa (Butler) as a biological control agent in Hawaii, E. hieraciifolius was found to be a poor host, with less than 2% of larvae completing development on the plant (Ramadan et al. 2010). (iv) Nematodes and other invertebrates * Several species of root-knot nematodes have been reported on E. hieraciifolius, including Meloidogyne enterolobii Yang & Eisenback ( M. mayaguensis Rammah & Hirschamm), M. javanica (Treub) and M. incognita (Kofoid & White) in association with or proximity to agricultural crops (Carneiro et al. 2006; Rich et al. 2010). However, these are tropical and subtropical species and only the latter is present in Canada as a pest in greenhouse production systems (Ebsary and Eveleigh 1983). (b) Diseases (i) Fungi * There are few reports of fungi on E. hieraciifolius in Canada (Ginns 1986). The powdery mildew, Sphaerotheca fuliginea (Schltdl.) Pollacci [ Podosphaera fuliginea (Schltdl.) U. Braun & S. Takam.], has been reported on E. hieraciifolius in Ontario and Quebec (Parmelee 1977; DAOM specimens), and Cicinobolus cesatii de Bary (Ampelomyces quisqualis Ces. ex Schlecht.), a parasitic fungus of powdery mildews, was reported by J. Dearness in 1895 on E. hieraciifolius collected in London, ON (Farr and Rossman 2010). A number of other phytopathogenic fungi have been reported on E. hieraciifolius in the United States (Farr and Rossman 2010) including downy mildews, Bremia lactucae Regel (PA), and Peronospora halstedii Farl. [ Plasmopara halstedii (Farl.) Berl. & de Toni] (MA, MD, NJ, TX and WI); leaf spot fungi Cercospora erechtitis G. F. Atk. (AL, FL, TX), Phyllosticta erechtitis F. L. Stevens & P. A. Young (HI), Ramularia wisconsina H. C. Greene (WI), and Septoria erechtitis Ellis & Everh. (AK, DE, TX and WI); powdery mildews Erysiphe cichoracearum DC. [ Golovinomyces cichoracearum (DC.) V.P. Heluta] (MD), E. polygoni 741 DC. [E. betae (Vanha) Weltzien] (NY), Sphaerotheca castagnei Lév. (VT), S. humuli (DC.) Burrill [Podosphaera macularis (Wallr.) U. Braun & S. Takam.] (eastern states, IA, IL, MN and MT), and S. macularis (Wallr.) P. Magnus [ Podosphaera macularis (Wallr.) U. Braun & S. Takam.] (MT, OH); root-rot fungus Phymatotrichum omnivorum Duggar [ Phymatotrichopsis omnivora (Duggar) Hennebert] (TX); the stemrot fungi Sclerotinia sclerotiorum (Lib.) de Bary (FL) and Sclerotium rolfsii Sacc. [Athelia rolfsii (Curzi) C. C. Tu & Kimbr.] (FL); and, the leaf gall Synchytrium erechtitis M. T. Cook (LA). In other parts of the world Ramularia wisconsina was recently reported on E. hieraciifolius in Korea (Shin and Braun 2000), Cercospora erechtitis in Venezuela, Septoria erechtitis from Cuba and the West Indies, and the leaf spot pathogen Mycosphaerella erechtitidina Petr. & Cif. was reported from Cuba, the Dominican Republic and the West Indies (Farr and Rossman 2010). In a study of mildews and rusts affecting the Asteraceae (Kenneth and Palti 1984), Erechtites spp. were hosts to species of the downy mildews Bremia and Plasmopara, to the rust genus Puccinia, and to the powdery mildews Erysiphe and Sphaerotheca. In Hawaii, E. hieraciifolius was among a majority of plants tested which did not inhibit growth of the soil fungus Phytophthora palmivora Butler (Powell and Ko 1986). (ii) Bacteria * In laboratory testing Pseudomonas cichorii (Swingle) Stapp and P. viridiflava (Burkholder) Dowson were found to be pathogenic on E. hieraciifolius (Tsuchiya et al. 1982). Both these bacterium species have broad host ranges which include many crop species. (iii) Viruses * In Florida, E. hieraciifolius was identified as a host for the Bidens mottle potyvirus (BMV), which was also infecting nearby lettuce (Lactuca sativa L.) and endive (Cichorium endivia L.) crops (Purcifull and Zitter 1973). (c) Higher Plant Parasites * No information has been found. ACKNOWLEDGEMENTS J. Calder, G. Graham, J. D. Lafontaine, J.-F. Landry, F. and K. Starr, and D. Yarborough are thanked for kindly sharing information and expertise. Peter Craig, of New Jersey, kindly provided the photograph in Fig. 5. Useful comments on the manuscript were provided by J. Cayouette (Agriculture and Agri-Food Canada) and Mihai Costea (Wilfred Laurier University). We thank the curators and staff of the following herbaria who made material in their care available for study: ACAD, CAN, DAO, HAM, LKHD, MT, MTMG, NSAC, 742 CANADIAN JOURNAL OF PLANT SCIENCE Can. J. Plant Sci. Downloaded from pubs.aic.ca by Agriculture and Agri-food Canada on 06/04/12 For personal use only. OAC, QFA, QK, QUE, TRT, TRTE, UNB, WAT, and WLU [see Holmgren et al. (1990) for institutional abbreviations]. Abella, S. R. 2010. Thinning pine plantations to reestablish oak openings species in northwestern Ohio. Environ. Manag. 46: 391403. Adams, R. and Gianturco, M. 1956. Senecio alkaloids. 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