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Annals of Botany 88: 387±391, 2001 doi:10.1006/anbo.2001.1492, available online at http://www.idealibrary.com on Herbivory and Calcium Concentrations Aect Calcium Oxalate Crystal Formation in Leaves of Sida (Malvaceae) B R E N D A M O L A N O - F LO R E S * Illinois Natural History SurveyÐCenter for Biodiversity, 607 E. Peabody Drive, Champaign, Illinois 61820, USA Received: 23 January 2001 Returned for revision: 30 March 2001 Accepted: 9 May 2001 Calcium oxalate crystals have potential roles in plants as part of a defence mechanism against herbivores and/or in accumulating excess calcium. To date, these potential roles have been studied independently. In this experimental study the eects of calcium levels and herbivory on the production of calcium oxalate crystals (i.e. druse, spherical crystal aggregates) were examined in seedlings of Sida rhombifolia. Seedlings were subjected to three calcium levels (low, normal or high) and an arti®cial herbivory treatment. Calcium levels and herbivory both aected density of crystals in leaves. Leaves from seedlings grown in low calcium had a greater crystal density than those grown in high calcium. Leaves from seedlings subjected to herbivory had a greater crystal density than those from seedlings not subjected to herbivory. This study provides additional evidence that calcium oxalate crystal production depends not only on calcium levels but can also be in¯uenced by external pressures such as herbivory. In addition to their physiological role in plants, these results suggest that calcium oxalate crystals can also act as a defence mechanism # 2001 Annals of Botany Company against herbivores. Key words: Calcium concentrations, calcium oxalate crystals, herbivory, Malvaceae, Sida rhombifolia. I N T RO D U C T I O N Calcium oxalate crystals (COC) are found in over 215 plant families (McNair, 1932; Franceschi and Horner, 1980; Ward et al., 1997), among them Cactaceae, Malvaceae, Orchidaceae and Rubiaceae. They can occur in any part of the plant: in the ¯owers (Kenda, 1956; Buss and Lersten, 1972; Horner and Wagner, 1980), leaves (Price, 1970; Zindler-Frank, 1975; Horner and Zindler-Frank, 1982; Franceschi, 1984; Sunell and Healey, 1985; Doaigey, 1991), stems (Scott, 1941; Brander, 1987; Doaigey, 1991), roots (Franceschi, 1989; Horner et al., 2000) and seeds (Buttrose and Lott, 1978; Sunell and Healey, 1979). The distribution and shapes (raphides, druses, etc.) of these crystals have been used as taxonomic characters for a number of plant families. For example, the presence of raphides has been used to separate subfamilies of Rubiaceae (Lersten, 1974) and subgenera of Prunus (Lersten and Horner, 2000) in the dicots, and in monocots crystals have been used as a synapomorphy for some families (Prychid and Rudall, 1999). In plants, calcium oxalate crystals may have roles in defence against herbivores and/or in accumulating excess calcium. Although both roles have been investigated, no resolution has been achieved. Raphide crystals are generally thought to play an ecological role as a herbivore defence mechanism (Sakai et al., 1972; Sunell and Healey, 1985; Perera et al., 1990; Ward et al., 1997). These crystals are found in large cells that are ®lled with mucilage and, in most cases, are dead at maturity. Accumulation of mucilage increases pressure against the cell wall; this facilitates release of the crystals when the cell is damaged by grazing (Esau, 1965). However, raphide crystals are not always * Fax 001 217 265 5110, e-mail [email protected] 0305-7364/01/090387+05 $35.00/00 associated with defence. For example, Colocasia esculenta (Araceae) has two types of raphides: non-defensive raphides found in elongated cells which are usually embedded in tissues of the leaf margins; and defensive raphides, also found in elongated cells, but these cells are usually suspended between mesophyll cells in leaf airspaces (Sunell and Healey, 1985). It is these defensive crystals that have the irritative property. To date, crystals have been thought to have a physiological role, sequestering excess calcium within plant cells (Borchert, 1984, 1985, 1986; Franceschi, 1987, 1989; Fink, 1991; Webb, 1999). High concentrations of calcium can interfere with many cell processes (e.g. calcium-dependent signalling, microskeletal dynamics) in plants (Webb, 1999). In general, most of the studies associated with production of COC have emphasized the eect of calcium concentration on crystal production, and several studies have found a positive relationship between calcium concentration in the growth medium and crystal production (Frank, 1972; Zindler-Frank, 1975; Borchert, 1985; Franceschi, 1989). Other factors, such as herbivory, have been studied less frequently. A few studies have shown that COC crystals can deter herbivores (Sunell and Healey, 1985; Perera et al., 1990; Ward et al., 1997). With the exception of the study by Ward et al. (1997), no direct link between herbivory, calcium levels and COC production has been found. In this study, COC production was examined in Sida rhombifolia L. (Malvaceae) seedlings exposed to dierent calcium levels and herbivory treatments. I addressed the following questions: (1) do dierent concentrations of calcium aect COC production; (2) does herbivory aect COC production; and (3) do herbivory and calcium levels interact to aect COC production? Sida rhombifolia is an # 2001 Annals of Botany Company 388 Molano-FloresÐCalcium Oxalate and Herbivory excellent experimental species because the plant has crystals, is attacked by herbivores, and is found in a wide range of soils (i.e. diering in calcium levels). M AT E R I A L S A N D M E T H O D S Seed collection, germination and experimental setup Sida rhombifolia L. (Malvaceae) is a perennial shrubby herb, commonly found in pastures and wasteland, particularly at low and middle elevations in Puerto Rico (Liogier and Martorell, 1982). In 1990, seeds of S. rhombifolia were collected from ten randomly selected plants at Barrio Indio, Carolina, Puerto Rico. Seeds were segregated by parent plant and germinated in washed sand. After 3±4 weeks, 24 seedlings of approximately the same height and biomass were selected from each parental plant and were transplanted into 10 cm pots containing sterile sand, giving a total of 240 seedlings. Four seedlings with similar origin (i.e. parental plant) were placed in each pot. Pots were placed randomly in a glasshouse to minimize position eects on treatments (see below). To minimize uncontrolled herbivory, pots were surrounded by slug and snail bait and seedlings were occasionally sprayed with an insecticide (0.02 % pyrethrins: 0.20 % piperonyl butoxide: 99.78 % inert ingredients; Schultz Instant1) to control aphids, white ¯ies and mealybugs. Each pot was then randomly assigned to one of the treatments described below. Plant treatments Sida rhombifolia seedlings were assigned to two sets of treatments: calcium level (low, normal or high) and herbivory (no herbivory or arti®cial herbivory). Seedlings were randomly assigned to one of three groups of calcium treatment: low (6.5 10 ÿ4 M), normal (1.3 10 ÿ3 M), and high (2.6 10 ÿ3 M) (Whitham et al., 1986). Calcium solutions were applied every 2 weeks with a liquid fertilizer lacking calcium (20 : 20 : 20/N:P:K, Evergreen Company1). Evidence of calcium de®ciency, such as twisted leaves at maturity and light green colouration at the base of the leaf, indicated that seedlings in the low calcium treatment received low levels of calcium. The arti®cial herbivory treatment was applied to half the seedlings in each of the three calcium treatments. Twelve percent of the area from the right-hand side of the blade of each fully developed leaf was removed by removing a triangular section without severing the central vein. The area of the leaf removed was similar to that lost under natural conditions (Molano-Flores, pers. obs.). This treatment was applied to every other leaf, excluding the cotyledons. Young leaves in the arti®cial herbivory treatment were periodically cut until the leaves reached maturity, maintaining the area removed at 12 %. Sida rhombifolia seedlings thus received one of six treatments (three calcium levels two herbivory treatments). All treatments lasted 5 months (March to August 1990). At the end of the treatment period, terminal (young) and basal (mature) leaves were collected from plants in the non-herbivory treatment. In the case of plants in the herbivory treatment, two sets of young and mature leaves were collected: the ®rst set included one young and one mature leaf that had been arti®cially grazed and the second set included one young and one mature intact leaf that were adjacent to the grazed leaves. All leaves were placed in 70 % included ethanol for later determination of crystal density. To determine crystal densities, leaves were cleared following the methods of Sunell and Healey (1985). Leaves were placed in 70 % ethanol at 608C for 2 h, then in 95 % ethanol at room temperature for 1 h. Leaves were then washed brie¯y with distilled water, placed in 5 % NaOH for 1 h at room temperature, and washed three times with distilled water. Crystal density was determined on the lefthand side of the leaf blade at the tip, middle and base. In each of these regions, all crystals within a 0.25 cm2 area were counted. Crystal density was de®ned as number of crystals/area counted. The crystals found in Sida rhombifolia are of the druse type (i.e. spherical crystal aggregates). Solubility tests following Frey (1929) and Pohl (1965) were conducted to determine the chemical composition of the crystals. A section of the leaf (0.25 cm2) was immersed in 1, 2 and 5 % acetic acid, 70 % ethanol, 10 % hydrochloric acid, 3 % nitric acid, 4 % sodium hydroxide and 4 % sulfuric acid. Druses were not soluble in 1, 2 or 5 % acetic acid, 70 % ethanol or 4 % sodium hydroxide. However, they were soluble in 4 % sulfuric acid, 3 % nitric acid and 10 % hydrochloric acid. All these tests con®rmed that the druses were calcium oxalate. Other crystalline deposits such as carbonate and phosphate salts of calcium are very soluble in acetic acid (Franceschi and Horner, 1980; Franceschi, 1984). These druses (one per cell) were located in the palisade parenchyma, spongy mesophyll cells, and bundlesheath cells of the veins. Druses near the veins were arranged in straight lines. The diameter of druses ranged from 0.5 to 5 mm. Statistical analyses Results were analysed using two-way analysis of variance (ANOVA) followed by Tukey tests. In the herbivory treatment, data were collected for non-grazed and grazed leaves; thus a series of two-way ANOVAs were performed. In these ANOVAs, the data were separated to determine whether dierences existed between the non-grazed and grazed leaves from the herbivory treatment and leaves from the non-herbivory treatment, and also within the leaves from the herbivory treatment. For all the above ANOVAs, the number of crystals in the tip, middle and base was pooled to obtain the crystal density for a leaf: (i.e. crystal density is the total number of crystals counted/total areas counted). Data sets were checked for normality and homogeneity of variance. ANOVA tests were conducted if variances were homogeneous, regardless of whether data passed the normality test (Green, 1979; Zar, 1999). Crystal density data were logarithmically transformed to meet requirements of both normality and homogeneity of variance. Means and standard errors are reported. All statistical tests were performed using Systat 7.0.1 (Systat, 1997). Molano-FloresÐCalcium Oxalate and Herbivory R E S U LT S Log 10 crystal density (cm2) The eect of calcium and herbivory on crystal density Signi®cant dierences were found for crystal density (CD) in the calcium treatment (F 5.179, d.f. 2, P 0.006, Fig. 1). Leaves collected from seedlings grown in the low calcium treatment had greater CD than leaves collected from seedlings grown at high calcium levels (Tukey test, P 0.015). However, although not signi®cant, a trend toward lower CD was found for leaves collected from seedlings grown in the normal calcium treatment when compared to leaves collected from seedlings grown at low calcium levels (Tukey test, P 0.077). No signi®cant dierences were found between leaves collected from seedlings grown in the normal and high calcium treatments (Tukey test, P 0.823). Signi®cant dierences were found for CD in the herbivory treatment (F 14.302, d.f. 1, P 0.000). Overall, the CD in seedlings that were arti®cially grazed was signi®cantly greater (mean + s.e. 2.842 + 0.010) than in intact leaves in the non-herbivory treatment (mean + s.e. 2.777 + 0.014). Crystal density was signi®cantly greater in both grazed and non-grazed leaves of the herbivory treatment compared to leaves in the nonherbivory treatment (Tables 1 and 2; Fig. 2A and B). However, no signi®cant dierence was found for CD between grazed and non-grazed leaves within the herbivory treatment (Tables 1 and 2; Fig. 2C). Finally, no interaction was found between calcium level and herbivory treatment (F 0.6850, d.f. 2, P 0.505). 2.88 2.86 389 F = 5.179, P = 0.006 a 2.84 ab bc 2.82 2.8 2.78 2.76 2.74 2.72 Low Normal High Calcium levels F I G . 1. Mean crystal density (log 10) in leaves of seedlings grown in dierent calcium treatments. Bars represent s.e. Means with dierent letters dier signi®cantly, based on Tukey's multiple comparisons (P 5 0.05). DISCUSSION Calcium oxalate crystals (COC) may have an ecological role in plants as a defence mechanism, and a physiological role accumulating excess calcium. This study demonstrated that both calcium availability and herbivory can increase the production of COC. Many studies have found a positive relationship between calcium concentrations and crystal production (Frank, 1972; Franceschi and Horner, 1979; T A B L E 1. Summary of ANOVA tables for the eects of calcium and herbivory on crystal density NHNH' Main eect and interaction d.f. Calcium Herbivory Calcium Herbivory 2 1 2 F 4.152 11.114 1.018 NHH P d.f. 0.016 0.001 0.362 2 1 2 F 4.484 10.254 1.305 NH'H P d.f. F P 0.012 0.002 0.272 2 1 2 1.427 0.020 2.692 0.241 0.888 0.069 Leaves from the non-herbivory treatment and non-grazed leaves from the herbivory treatment (NHNH'); leaves from the non-herbivory treatment and grazed leaves from the herbivory treatment (NHH); and non-grazed and grazed leaves from the herbivory treatment (NH'H) are compared. T A B L E 2. Summary of means and standard error (s.e.) tables for ANOVA in Table 1 NHNH' NHH NH'H Mean s.e. n Mean s.e. n Mean s.e. n Calcium level Low Normal High 2.852 2.783 2.797 0.015 0.020 0.018 114 121 127 2.846 2.810 2.774 0.018 0.018 0.017 104 119 136 2.869 2.837 2.825 0.019 0.017 0.016 100 120 127 Herbivory treatment Non-herbivory Herbivory 2.777 2.845 0.014 0.014 187 175 2.777 2.839 0.014 0.014 187 172 2.844 2.839 0.014 0.014 175 172 n, Sample size. See Table 1 for abbreviations. Log 10 crystal density (cm2) Log 10 crystal density (cm2) Log 10 crystal density (cm2) 390 Molano-FloresÐCalcium Oxalate and Herbivory 2.88 2.86 2.84 2.82 2.8 2.78 2.76 2.74 2.72 2.7 2.88 2.86 2.84 2.82 2.8 2.78 2.76 2.74 2.72 2.7 2.88 2.86 2.84 2.82 2.8 2.78 2.76 2.74 2.72 2.7 F = 11.114, P = 0.001 Nonherbivory treatment A Non-grazed leaves in herbivory treatment B F = 10.254, P = 0.002 Nonherbivory treatment Grazed leaves in herbivory treatment Herbivory treatment C F = 0.020, P = 0.888 Non-grazed leaves Grazed leaves Treatment F I G . 2. Mean crystal density (log 10) in leaves of seedlings: (A) in the non-herbivory treatment compared to non-grazed leaves of seedlings in the herbivory treatment; (B) in the non-herbivory treatment compared to grazed leaves of seedlings in the herbivory treatment; and (C) in the herbivory treatment: non-grazed leaves compared to grazed leaves. Bars represent s.e. Borchert, 1985, 1986; Franceschi, 1989; Zindler-Frank, 1991, 1995); this was not the case in this study. Leaves from seedlings grown in low calcium concentrations had greater crystal densities than leaves from seedlings grown in high calcium concentrations. In a study by Ward et al. (1997), a similar result was found, but no explanation was provided. One potential explanation may be associated with the absorption of calcium by the plant. Kirkby and Pilbeam (1984) suggested that calcium uptake may be regulated by the solubility of calcium in the soil rather than by plant demand. In addition, Frank (1972) reported that if calcium concentrations in nutrient solutions are high, then calcium will precipitate as Ca-phosphate and the amount of Ca taken up by the plant will be similar to that absorbed at a `normal' level of calcium. Therefore, it is possible that fewer crystals were formed in seedlings grown in normal and high calcium levels compared to low calcium levels because these seedlings absorbed less calcium. Unlike many studies of COC formation, the approach taken in this study mimicked a natural setting, with the root system in direct contact with the soil. Most previous studies have placed leaves in solution, and thus they do not re¯ect true root-calcium interactions. In a natural setting, even if soil calcium levels are high, calcium might not be available to the plant. Absorption of calcium by the root system is aected not only by other nutrients, such as K, NH4 and Mg (Mengle and Kirkby, 1982), but also by the availability of calcium to the plant. It is possible that due to potential interference of calcium absorption, concentrations of calcium in the cytoplasm of plants in the normal and high Ca treatments were lower than those of plants in the low calcium treatment. This could explain why more crystals were produced in the lower calcium treatment than in the normal or high calcium treatments. This ®nding does not contradict results of previous studies and the physiological role of COC, it merely con®rms that the higher the concentration of calcium found in the cytoplasm the more crystals will be produced (Franceschi, 1989). It should be pointed out that symptoms of calcium de®ciency were noted in seedlings grown in the low calcium treatment. This raises the question of whether calcium was allocated to COC production at the cost of plant growth. Another signi®cant ®nding of this study is the eect of herbivory on COC production. Herbivory can increase the number of crystals in seedling leaves independently of calcium level. Other studies have shown that crystals, in particular raphides, act as a defence against herbivores (Sunell and Healey, 1985; Perera et al., 1990; Ward et al., 1997). In the study by Ward et al. (1997), plants subjected to herbivory by gazelles had higher numbers of crystals than non-grazed plants. In this study, arti®cial herbivory produced similar results. This suggests that an increase in COC in seedlings and adult plants of Sida rhombifolia may deter herbivores, as has been shown in other plants (Sunell and Healey, 1985; Perera et al., 1990; Ward et al., 1997). This ®nding is important because a cost and eect relationship has been found between COC production and herbivory. Regardless of its calcium level, a plant subjected to herbivory will produce more COC. Sida rhombifolia is found in habitats in which levels of calcium and herbivory vary. Arti®cial herbivory and low calcium concentrations were found to independently increase the number of calcium oxalate crystals (i.e. druses) in S. rhombifolia seedlings. Under such conditions, my results suggest that COC may protect S. rhombifolia seedlings. This study also suggests that in addition to raphide crystals other COC such as druses may serve as a defence for plants by increasing amounts of COC and Molano-FloresÐCalcium Oxalate and Herbivory potentially changing the palatability of the plant. However, this must be con®rmed in natural populations of S. rhombifolia, along the lines of a study by Ward et al. (1997). Additional research is needed to better understand the roles of calcium oxalate crystals in plants. This study and that by Ward et al. (1997) appear to be the only ones to have shown an increase in COC production as a result of herbivory, even if calcium availability is limited. My results also suggest that the traditional studies into the physiological role of crystals are of little help in understanding the defensive role of COC in plants. The ecological role of calcium oxalate crystals must be addressed more closely. 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