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1 23 Fungal Diversity An International Journal of Mycology ISSN 1560-2745 Fungal Diversity DOI 10.1007/ s13225-011-0127-8 The evolution of species concepts and species recognition criteria in plant pathogenic fungi Lei Cai, Tatiana Giraud, Ning Zhang, Dominik Begerow, Guohong Cai & Roger G. Shivas

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Fungal DiversityAn International Journal ofMycology ISSN 1560-2745 Fungal DiversityDOI 10.1007/s13225-011-0127-8

The evolution of species concepts andspecies recognition criteria in plantpathogenic fungi

Lei Cai, Tatiana Giraud, Ning Zhang,Dominik Begerow, Guohong Cai & RogerG. Shivas

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REVIEW

The evolution of species concepts and species recognitioncriteria in plant pathogenic fungi

Lei Cai & Tatiana Giraud & Ning Zhang &

Dominik Begerow & Guohong Cai & Roger G. Shivas

Received: 27 June 2011 /Accepted: 25 July 2011# Kevin D. Hyde 2011

Abstract In this paper, we review historical and contem-porary species concepts and species recognition criteria forplant pathogenic fungi. Previous incongruent and unstableclassification based on subjective and changing criteriahave led to some confusion, especially amongst plantpathologists. The goal of systematics is to provide aninformative and robust framework that stands the test oftime. The taxonomic histories of Cercospora, Colletotrichum,Fusarium, as well as the rust and smut fungi, are used asexamples, to show how concepts and criteria used to delimitand recognize species have changed. Through these exampleswe compare the Genealogical Concordance Phylogenetic

Species Recognition, an extension of the PhylogeneticSpecies Criterion, with other species recognition criteria andshow that it provides a better discrimination for delimitingspecies. A rapidly increasing number of cryptic species arebeing discovered amongst plant pathogenic fungi using theGenealogical Concordance Phylogenetic Species Recogni-tion, and it is important to determine their host range, theseverity of diseases they cause and their biosecurity signif-icance. With rapidly expanding global trade it has becomeimperative that we develop effective and reliable protocols todetect these previously unrecognized pathogens.

Keywords Cryptic species . Species complex .

Microbotryum . Pucciniomycotina .Ustilaginomycotina .

Speciation . Taxonomy

Introduction

Plant pathologists are regularly confronted with having tochoose a name for their pathogen of interest and mycolo-gists often need to decide when to recognize a new speciesor apply an existing name. Country specific inventories ofplant pathogenic fungi with accurate and accepted namesare essential for the development of effective biosecurityand trade policies as well as a prerequisite for pest riskassessments (Hyde et al. 2010). These inventories alsofacilitate the early identification of invasive fungal patho-gens and allow the timely application of appropriate diseasecontrol measures (Rossman and Palm-Hernández 2008).The accurate identification of a plant pathogen will in mostcases provide a species name, which may then be used tounlock all of our collective knowledge about the organism.This knowledge may include its evolutionary history, lifecycle, distribution, host range, resistance to drugs, economic

L. Cai (*)State Key Laboratory of Mycology, Institute of Microbiology,Chinese Academy of Sciences,West Bei Cheng Rd,Beijing 100101, People’s Republic of Chinae-mail: [email protected]

T. GiraudEcologie, Systématique et Evolution,Bâtiment 360, Université Paris-Sud,91405 Orsay cedex, France

N. Zhang :G. CaiDepartment of Plant Biology and Pathology, Rutgers,The State University of New Jersey,59 Dudley Road, Foran Hall 201,New Brunswick, NJ 08901, USA

D. BegerowRuhr-Universität Bochum,Geobotanik ND03/174, Universitätsstr. 150,44801 Bochum, Germany

R. G. ShivasPlant Pathology Herbarium, Agri-Science Queensland,40 Boggo Road,Dutton Park, Qld 4102, Australia

Fungal DiversityDOI 10.1007/s13225-011-0127-8

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and biosecurity importance as well as control measures(Rossman and Palm-Hernández 2008). Over time, ourunderstanding about how to identify plant pathogenic fungalspecies has undergone several revolutionary changes.

The criteria used to delimit and identify species, asapplied to plant pathogenic fungi, have changed over time,most recently due to the rapid development of moleculartools. The different criteria that allow the delimitation ofspecies may be classified as morphological, physiological,intersterility, host specificity, and phylogenetic. All of thesespecies recognition criteria attempt to identify evolutionaryindependent lineages (Taylor et al. 2000). The morpholog-ical and phylogenetic criteria can further be used tounravel evolutionary relationships between species andarrive at a natural classification. The classification of plantpathogenic fungal species, together with the associatedtaxonomic nomenclature, as currently defined by theInternational Code of Botanical Nomenclature, is funda-mentally important for plant pathologists and mycologistsin all fields (Rossman and Palm-Hernández 2008; Hyde etal. 2010).

The choice and justification of species criteria to identifythe 1.5 million fungal species estimated to populate theworld (Hawksworth 1991) or the ca 270,000 tropical plantpathogenic fungi (Shivas and Hyde 1997), has significantconsequences for our understanding of emergent diseaseson plants and animals (Giraud et al. 2010), particularlyagainst a backdrop of global climate change (Chakrabortyand Newton 2011).

In this paper, we review the evolution of speciesconcepts and species recognition criteria in plant pathogenicfungi, by using examples from some important groups,namely,Cercospora, Colletotrichum, Fusarium, and the rustand smut fungi. The taxonomic history of each group isreviewed, with emphasis on the changing focus of criteriaused to recognize species. In particular, the utility ofGenealogical Concordance Phylogenetic Species Recogni-tion in many fungal groups is compared with the otherspecies criteria. The practical implications of changingcriteria used to recognise species are discussed. We alsodiscuss the consequences that recent advances in ourunderstanding of fungal speciation have meant for devel-oping robust species criteria, although more extensivereviews on speciation and species recognition in fungi canbe found elsewhere (Giraud et al. 2008a; Kohn 2005;Taylor et al. 2000).

Species concepts versus species criteria

The apparent diversity of concepts as to what constitutes aspecies (De Queiroz 2007; Hey 2006) may lead one tothink that there is no general agreement amongst biologists

about what defines a species. This view stems fromconfusion between the concept of a species, i.e. a descriptionof the kind of entity that constitutes a species, and the criteriathat delimit a particular species, i.e. practical standards forthe recognizing whether individuals should be consideredmembers of the same species. Many so-called “speciesconcepts” actually correspond to species criteria (De Queiroz2007; Hey 2006; Taylor et al. 2000). The BiologicalSpecies “Concept” for instance is most often meant toemphasize the criterion of intersterility, the MorphologicalSpecies “Concept” emphasizes the criterion of morpholog-ical divergence, the Ecological Species “Concept” empha-sizes adaptation to a particular ecological niche, and thePhylogenetic Species “Concept” emphasizes nucleotidedivergence between monophyletic lineages (Giraud et al.2008a; Taylor et al. 2000). These species criteria correspondto the different events that occurred during lineageseparation and divergence, rather than to fundamentaldifferences in what represents a species. To the contrary, ithas been argued that most modern biologists agree on acommon “species concept” or “species definition”, specif-ically segments of evolutionary lineages that have evolvedindependently from one another (de Queiroz 1998).

Why are there conflicts over which species criteria weadopt? There are three main reasons why species criteriacannot be universal. Firstly, speciation is a temporallyextended process, and one that varies considerably in pacefor different types of organisms. Secondly, several modes ofspeciation can occur, during which the phenomena used forspecies recognition do not necessarily appear in the samechronological order (Fig. 1). Thirdly, the characteristics ofcertain organisms render some species criteria difficult toapply (Giraud et al. 2008a). The most useful criteria for therecognition of species in nature will depend on the type oforganism, its history of speciation and the degree ofachieved divergence. Searching for a single species criterionapplicable in all cases is fundamentally impossible (Giraudet al. 2008a).

The most commonly used species criterion for fungi haslong been the Morphological Species Criterion. Recentlymany cryptic species have been recognised using theintersterility criterion, a derivative of the Biological SpeciesCriteria (Anderson and Ullrich 1978). Mayr (1963) definedbiological species as groups of actually or potentiallyinterbreeding natural populations which are reproductivelyisolated from other such groups. Aweakness of the interste-rility criterion is that it cannot be applied to homothallic orasexual fungi (Reynolds 1993; Taylor et al. 2000).

The Phylogenetic Species Criterion has been responsiblefor a surge in the number of cryptic species recognized inrecent years (Schubert et al. 2007; Damm et al. 2009;Wulandari et al. 2009; Aveskamp et al. 2010; Summerell etal. 2010). The Phylogenetic Species Criterion relies on

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phylogenetic analysis of variable characters, usually DNAsequences of selected genes or genomes. PhylogeneticSpecies Criterion was originally defined as the smallestmonophyletic clade of organisms that share a derivedcharacter state (Cracraft 1983). A weakness with thisapproach is that single gene analyses, as compared towhole genome analyses, are dependent on the genes havingan evolutionary history that reflects that of the entirefungus, which is often not the case (Aguileta et al. 2008).Taylor et al. (2000) further developed a GenealogicalConcordance Phylogenetic Species Recognition, as anobjective way to define the limits of sexual species. TheGenealogical Concordance Phylogenetic Species Recognitionuses the phylogenetic concordance of multiple unlinked genesto indicate a lack of genetic exchange and thus evolutionaryindependence of lineages. Species have been identified withGenealogical Concordance Phylogenetic Species Recognitionthat cannot otherwise be recognized due to the lack ofdistinguishing morphological characters or incomplete inter-sterility. The Genealogical Concordance Phylogenetic SpeciesRecognition criterion has proved immensely useful in fungi,because it is more finely discriminating than the other criteriain many cases, or more convenient, e.g. with species that areunable to be crossed (Reynolds 1993; Taylor et al. 2000).Genealogical Concordance Phylogenetic Species Recogni-tion is currently more widely used for fungi than any otherorganisms, because fungi often have a simpler morphologyand it is difficult to demonstrate in vitro crosses for manyfungi (Dettman et al. 2003a; Fournier et al. 2005; Johnson etal. 2005; Koufopanou et al. 2001; Le Gac et al. 2007a;Pringle et al. 2005; Prihastuti et al. 2009; Glienke et al.2011).

There are several reasons why the Genealogical Concor-dance Phylogenetic Species Recognition is better atrevealing cryptic species than the Biological SpeciesCriterion (intersterility criterion). Firstly, intersterility often

evolves slowly in allopatric divergences, in particular theprezygotic barriers most often tested in fungi (Coyne andOrr 1997; Le Gac and Giraud 2008). The divergence ofDNA sequences used under the Genealogical ConcordancePhylogenetic Species Recognition criterion may then occurbefore intersterility has evolved and thus be more useful todistinguish closely related sibling species. Among thenumerous complexes of sibling species recently uncoveredusing the Genealogical Concordance Phylogenetic SpeciesRecognition criterion, many in fact appear consistent withallopatric divergence, because the cryptic species occupynon-overlapping areas separated by geographic barriers(Taylor et al. 2006). This is the case for the speciescomplexes of the model organism Neurospora crassa(Dettman et al., 2003a, 2003b), the yeast Saccharomycesparadoxus, (Kuehne et al., 2007), the plant pathogenFusarium graminearum (O’Donnell et al., 2004), and themushrooms Schizophyllum commune (James et al. 1999)and Armillaria mellea (Anderson et al. 1980; Andersonet al. 1989).

Even in cases of sympatric speciation, certain mecha-nisms of reproductive isolation may allow intersterility toevolve much later than the divergence of DNA, againrendering the Genealogical Concordance PhylogeneticSpecies Recognition more finely discriminating than theBiological Species Criterion (Giraud et al. 2010; Giraudet al. 2008a, b; Le Gac and Giraud 2008). For manypathogenic fungi, sex must occur within the host aftermycelial development. This means that only individualsable to grow within the same host can mate. Adaptation toa new host can in these cases be sufficient to restrict geneflow in sympatry, without requiring active assortativemating, i.e. prezygotic intersterility (Giraud 2006; Giraudet al. 2006). In such cases, close species may remaininterfertile for some time, making in vitro crosses a poorcriterion for recognizing species. An example is provided

Fig. 1 Schematic divergence oftwo species, in two hypotheticalcases of respectively allopatricand sympatric speciation, withthe progressive appearenceof various criteria traditionnalyused to recognize species

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by the plant pathogenic genus Ascochyta, in which recentmultilocus phylogenetic analyses of a worldwide sampleof Ascochyta causing blights of chickpea, faba bean, lentil,and pea revealed that each of these hosted distinct species(Peever 2007). Experimental inoculations demonstratedthat infection was highly host specific, yet in vitro crossesshowed that the species were completely interfertile. Thehost specificity of these fungi may therefore constitute thesole reproductive barrier (Peever 2007), resulting insympatric speciation through the pleiotropic effect of hostadaptation (Giraud 2006; Giraud et al. 2006; Giraud et al.2010). More generally, there exist many close species ofascomycete pathogens that are sympatric but isolated byweak intersterilty barriers (Le Gac and Giraud 2008).

Some other pre-mating barriers to gene flow may allowgenetic divergence in sympatry without assortative matingand before intersterility evolves. For organisms dependingon biotic vectors, specialization of these vectors can preventcontact between two populations even if they lie close toone another, yielding ecological isolation, e.g. in theMicrobotryum violaceum complex of anther smut fungi,the insect vectors are different to some extent between hostspecies, which leads to a reduction in mating opportunitiesamong strains from different plants (van Putten et al. 2007).Another type of pre-mating barrier is allochrony, i.e.differences in the time of reproduction may promotepremating isolation, e.g. in the powdery mildew myco-parasite Ampelomyces, the phenology of the host plant ofthe parasitized fungus provides some reproductive isola-tion (Kiss et al. 2011). In addition, a high rate of selfingmay be efficient in limiting inter-specific matings as seenin some plants (Fishman and Wyatt, 1999). Selfing hasbeen proposed as a reproductive barrier in the anther smutfungus Microbotryum (Giraud et al. 2008b).

Evolution of species criteria in Cercospora

Members of the ascomycete genus Cercospora (Mycos-phaerellaceae, Capnodiales, Dothideomycetes) occurworld-wide and cause leaf spots on most dicot and monocotplant families, as well as some gymnosperms and ferns(Pollack 1987; Crous and Braun 2003). These fungi rankamong some of the most destructive of plant pathogens (To-Anun et al. 2011). Cercospora was first described byFresenius in Fuckel (1863) with C. apii as the type species.For many years, Cercospora was used for naming anycercosporoid fungus, i.e. a dematiaceous hyphomycete withfiliform conidia (Pons and Sutton 1988). As a result, itbecame one of the largest and most heterogeneous generaof hyphomycetes (Crous and Braun 2003). Chupp (1954)also adopted the broad morphological definition ofCercospora in his monograph.

Deighton (1967; 1973; 1976; 1979) tried to clarify thetaxonomy ofCercospora by segregating Cercospora speciesinto smaller and morphologically more similar units. ManyCercospora species were reclassified into Cercosporella,Cercosporidium, Paracercospora, Pseudocercospora, Pseu-docercosporella, Pseudocercosporidium, and other genera.Braun (1995) recognized close to 50 genera in theCercospora-complex. Members of Cercospora sensu strictoare currently recognized as having hyaline or subhyaline,solitary (rarely catenate) conidia formed on pigmented(rarely hyaline to subhyaline) conidiophores (Braun 1995,Crous & Braun 2003, Crous et al. 2009). This morpholog-ical criterion of Cercospora has been accepted by mosttaxonomists in the last 20 years (Hsieh and Goh 1990; Guoand Hsieh 1995; Crous and Braun 1996; Braun and Melnik1997; To-Anun et al. 2011).

While Cercospora was defined at genus level bymorphology until approximately two decades ago, speciesdefinition in this genus was based largely on hostassociation. Chupp (1954) considered species of Cercosporato be generally host specific and listed more than 1,900species names in his monograph. By 1987 more than 3,000names had been published in Cercospora (Pollack 1987).Crous and Braun (2003) challenged this concept of raisingnew names for morphologically indistinguishable Cerco-spora collections based on new host genera, when theyassigned 281 morphologically indistinguishable species tosynonymy under C. apii senso lato and recognized 659Cercospora species. The results of some earlier inoculationexperiments (Vestal 1933; Johnson and Valleau 1949; Fajola1978) and molecular sequence data (Crous et al. 2000;Goodwin et al. 2001) had also raised doubt about narrowhost specificity in the Cercospora complex. Using hostspecies as a basis for recognizing species of Cercospora alsofailed the pogo stick hypothesis of Crous and Groenewald(2005) formulated by observing some species of Mycos-phaerella, which proposed that host specific fungal plantpathogens often colonised non-host tissue or other substrates,forming fertile fruiting bodies.

In Cercospora, the application of the criterion ofintersterility was particularly limited because only a fewspecies in this genus have a known sexual stage (Chupp1954; Corlett 1991). Groenewald et al. (2006b) detected thetwo mating type genes in approximately even proportionsin C. beticola, C. zeae-maydis and C. zeina populations,and speculated that a sexual cycle may occur regularly inthese species. However, the actual sexual stage was notobserved.

The use of DNA sequence data and the adoption ofPhylogenetic Species Criterion have started to clarify someof the confusion in Cercospora taxonomy. The Cercosporacomplex has been shown to form a well-defined clade inthe Mycosphaerellaceae (Crous et al. 2009) supporting

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earlier molecular analyses (Stewart et al. 1999; Crous et al.2001; Goodwin et al. 2001). Furthermore, only species inthis group produce cercosporin, a phytotoxin that enhancesvirulence (Goodwin et al. 2001).

Two examples of the application of GenealogicalConcordance Phylogenetic Species Recognition in theCercospora complex follow. Firstly, two phylogeneticallysupported species, C. apii and C beticola, were identifiedamong the 281 synonyms placed in C. apii sensu lato byCrous and Braun (2003), even though they were morpho-logically similar and capable of infecting the same hosts ininoculation experiments (Groenewald et al. 2005; Groenewaldet al. 2006a, b). Secondly, C. piaropi and C. rodmanii, whichboth infect the aquatic plant water hyacinth, were consideredto differ from each other by conidial morphology andvirulence (Tharp 1917). A multilocus DNA phylogeny didnot support the separation of these two species (Tessmannet al. 2001) and a more detailed study using a collection ofisolates showed that morphological characters also did notreliably separate them. Consequently C. rodmanii wasreduced to synonymy with C. piaropi.

The adoption of Genealogical Concordance PhylogeneticSpecies Recognition has profound implications for diseasecontrol and quarantine. For example, considering the 281synonyms in C. apii sensu lato as individual species maylead to unnecessary biosecurity measures and trade restric-tions, yet considering them as a single species may miss theopportunity to contain some diseases, e.g. those caused byC. beticola.

Evolution of species criteria in Colletotrichum

The ascomycete genus Colletotrichum (Glomerellaceae,Sordariomycetes) contains many well-known plant patho-gens that cause anthracnose and a range of diseasesworldwide on economic crops and ornamental plants(Crouch & Beirn 2009, Crouch et al. 2009, Damm et al.2009, Hyde et al. 2009a, b). They are amongst the mostimportant plant pathogens as they cause latent or quiescentinfections at the pre-harvest and post-harvest stages (Sutton1992). The first report of Colletotrichum was by Tode(1790) in the genus Vermicularia, while the genus nameColletotrichum was introduced by Corda (1831). Colleto-trichum encompasses species with endophytic, epiphytic,saprobic and phytopathogenic lifestyles (Kumar and Hyde2004; Photita et al. 2001; 2003; 2005; Liu et al. 2007;Prihastuti et al. 2009), as well as human pathogens (Canoet al. 2004).

The taxonomy of many groups of plant pathogenicfungi, including Colletotrichum, has been based on hostassociation (von Arx 1957; Sutton 1980). If a pathogenicfungus was found on a host from which no records of that

pathogen were known, it was described as a new species(von Arx 1957). This species criterion has failed to reliablyreflect evolutionary independence of the lineages ofColletotrichum and many other groups of fungi, as manypathogenic species have a facultative saprobic ability,with the exception perhaps of the obligate plantpathogenic fungi, e.g. rusts, smuts, downy and powderymildews (Cummins and Hiratsuka 2003; Vánky 2002,Yamaoka 2002).

The work done by mycologists during the 19th and early20th century resulted in numerous fungal names withspecific epithets based on the scientific names of the hostplant. These names cannot be ignored in modern systematicstudies and pose a huge challenge for modern researcherswho will need to determine whether these names representdistinct species or synonyms of other names (Hyde et al.2009a; Cai et al. 2009). Sutton (1992) suggested that “Inevery large genus like Colletotrichum there needs to be adegree of systematics catharsis resulting in a severereduction in the number of accepted species before anyreal advances in identification can be made”. Such anapproach was taken by von Arx (1957) who reduced thenumber of Colletotrichum species from several hundred to11 based on morphological characters, with many taxatreated as synonyms of C. gloeosporioides (ca. 600synonyms) or C. dematium (86 synonyms). Severaladditional species have been accepted since von Arx(1957), based on Morphological Species Criterion (Sutton,1980; 1992). Sutton (1980) also built a key that hasprovided a practical identification tool and standardreference for identifying species of Colletotrichum formany years. In the last 30 years, and until recently, thenumber of newly described species of Colletotrichum hassubstantially slowed down and species were defined bytheir distinguishable morphological characters.

Although the application of Morphological SpeciesCriterion has resulted in an important and revolutionaryprogress in Colletotrichum systematics, some flaws per-sisted. The species criteria of von Arx (1957) were verybroad, and most of his taxonomic treatments were based onliterature descriptions, that lead to considerable inaccuracyand generality. For example, the treatment of synonymizingca. 600 names to C. gloeosporioides has been questionable,as it contains a lot of physiologically and genetically distantlineages. Recent application of Genealogical ConcordancePhylogenetic Species Recognition in Colletotrichum hasrevealed that many distinct species exist in the C.gloeosporioides complex. Some of these have beenformally described, such as C. asianum, C. siamense, C.fructicola, and C. cordylinicola (Prihastuti et al. 2009;Phoulivong et al. 2010), while others have been typified,including C. gloeosporioides sensu stricto, C. horii and C.musae (Cannon et al. 2008; Weir and Johnston 2010; Su et

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al. 2011). In the C. acutatum complex, 4 distinct lineageswere recognized and three of them have been assignedspecies names (Shivas and Tan 2009).

The application of Genealogical Concordance Phyloge-netic Species Recognition in Colletotrichum has had animportant impact on species discovery, plant breeding,disease control and biosecurity protocols, all of whichdepend on accurate pathogen identification. Identificationof a specimen as C. gloeosporioides sensu lato or C.dematium sensu lato has little practical value. The manyspecies hidden in the C. gloeosporioides complex willcertainly have different biosecurity significance. For exam-ple, the C. gloeosporioides complex on coffee berries hasbeen well characterized and several distinct genetic andphenotypic species have been established (Prihastuti et al.2009; Waller et al. 1993). Among these, C. kahawae is astrongly aggressive pathogen specific to coffee in Africa(Waller et al. 1993) and the application of strict quarantineprotocols is justified to prevent its spread to coffee growingregions on other continents where it is not present. On theother hand, C. asianum, C. fructicola and C. siamense areopportunistic pathogens of coffee berries (Prihastutiet al. 2009) and appear to have a wide host range andlittle biosecurity significance. Phoulivong et al. (2010)indicated that morphologically similar isolates from chilli,mango, papaya, rose apple and jujube comprised morethan one distinct species. Very little is known aboutwhether these records, and many other worldwide recordsof C. gloeosporioides sensu lato, represent saprobes,weak or opportunistic pathogens or severe pathogens (Hydeet al. 2010).

Evolution of species criteria in Fusarium

The ascomycete genus Fusarium (Nectriaceae, Hypo-creales, Sordariomycetes) represents a large group ofascomycetes ubiquitously distributed in soil and in associ-ation with plants. Although most members are saprobic,Fusarium is better known for its toxigenic and plantpathogenic species, which significantly impact agriculture(Marasas et al. 1984). Fusarium produces secondarymetabolites, such as fumonisins, trichothecenes and zear-alenone, which are toxins that threaten food safety andhuman health. Recently, Fusarium species also haveemerged as opportunistic human pathogens causing ocularor systemic infections (Dignani and Anaissie 2004; Zhanget al. 2006).

Fusarium was first described by Link (1809) as specieswith fusiform spores borne on a stroma. This asexual genuswas validated by Fries (1821) in terms of the IBCN. Withincreased knowledge of fungal morphological identifica-tion, the presence of fusoid macroconidia with a basal foot

cell became accepted as the key character of the genusinstead of the presence of a stroma (Booth 1971). Theteleomorphs of Fusarium, when known, belong to eitherHaematonectria or Gibberella.

The history of the taxonomy of Fusarium has beenunstable. In the first century after the genus was estab-lished, over 1,000 species were defined on the basis ofsuperficial observations, often based on host association(Toussoun and Nelson 1975). Wollenweber and Reinking(1935) in their monograph Die Fusarien reduced the genusto 142 species, varieties and forms in 16 sections. Basedsolely on morphological characters, Snyder and Hansen(1941; 1945) further reduced Fusarium to nine species.Successor taxonomists conducted revisions based on eitherthe Wollenweber and Reinking system, e.g. Booth (1971),or the Snyder and Hansen system, e.g. Nelson et al.(1983). This resulted in many taxonomic incongruences.Currently, there are over 100 valid Fusarium speciesnames according to the Dictionary of The Fungi (Kirk etal. 2008). The frequent conflicts and instability inFusarium systematics have resulted from the absence ofclear morphological characters to separate species as wellas the existence of phenotypic variation in cultures(Geiser et al. 2004).

The root of the problem in Fusarium systematics lies inthe use of the Morphological Species Criterion as adoptedin traditional fungal taxonomy. As with many other fungi,Fusarium taxonomy was mostly based on the Morpholog-ical Species Criterion until two decades ago, whenMorphological Species Criterion and Phylogenetic SpeciesCriterion were applied (Summerell et al. 2010). Intersterilitybarriers have been detected in some Fusarium groups basedon crossing experiments, e.g. the genetically distinct matingpopulations in the F. solani species complex (Matuo andSnyder 1973). Clearly, the Biological Species Criterioncannot be applied to the majority of Fusarium lineages,which are homothallic or apparently asexual (Taylor et al.1999). Nonetheless, the BSC enabled reliable identificationfor some sexual species of Fusarium, especially for those inthe Gibberella fujikuroi and F. solani species complexes(Leslie and Summerell 2006; Kvas et al. 2009).

For species of Fusarium for which sexual reproductionis difficult to induce in vitro, the Phylogenetic SpeciesCriterion (including the Genealogical Concordance Phylo-genetic Species Recognition) has proven to be highlyinformative. Several studies have shown that PhylogeneticSpecies Criterion and Biological Species Criterion arecongruent, although the Biological Species Criterionappears more finely discriminating than the MorphologicalSpecies Criterion, particularly in Fusarium (O’Donnell2000; O’Donnell et al. 1998; Zhang et al. 2006). Distinctlineages recognized by the Phylogenetic Species Criterioncan be used as a guide for finding diagnostic morphological

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or ecological differences among fungal species, whichotherwise did not appear obvious. For example, phyloge-netic analyses have revealed the existence of cryptic speciesin F. graminearum, occurring in different parts of the world,resulting in the description of 13 new species (O’Donnellet al. 2000; Starkey et al. 2007; Kvas et al. 2009). Themost frequently used gene for species recognition andphylogenetic analysis in Fusarium is the translationelongation factor 1 α gene (EF-1α). Other useful lociinclude the internal transcribed spacer (ITS) region of therRNA gene repeat and β-tubulin gene (Geiser et al. 2004;Summerell et al. 2010; Park et al. 2011).

An example of the benefits of modern PhylogeneticSpecies Criterion-based systematics in Fusarium can beseen in soybean sudden death syndrome (Rupe 1989), adisease occurring throughout the world. Previously, thecausal agent was referred to as F. solani f. sp. glycines orFusarium solani sensu lato (Gao et al. 2004). Multiple genesequence analyses revealed a diversity of cryptic taxa,leading to the recognition of four different species ofFusarium as causes of this disease. Those isolates known tocause soybean sudden death syndrome in North Americahave been segregated as Fusarium virgulifore, while threerelated but different species of Fusarium are associatedwith this disease in South America (Aoki et al. 2005).Studies based on experimental crosses further confirmedthe distinction of these phylogenetic species (Covert et al.2007). The intersterility and allopatry of these crypticspecies were discovered only after their existence wasrevealed using phylogenetic analyses. The geographical andgenetic information associated with these newly recognizedspecies will enable the development of precise controlstrategies and the formulation of appropriate biosecuritypolicies.

Evolution of species criteria in rust and smut fungi

The rust and smut fungi belong to the subphyla Puccinio-mycotina and Ustilaginomycotina respectively, in thephylum Basidiomycota (Hibbett et al. 2007). At the specieslevel there are almost 7,000 species of rust fungi in 163genera (Kirk et al. 2001) and about 1,675 smut fungi in 95genera (Vánky, pers. comm.), which collectively accountfor about 10% of all known fungi. The rust and smut fungiboth contain many economically and agriculturally impor-tant species and their profound influence on human historyis well documented (Carefoot and Sprott 1967).

The traditional definition of the rust and smut life formwas the presence of teliospores that germinate to producebasidia and these fungi were classified together in theTeliomycetes (Jülich, 1981). However ultrastructural andmolecular studies have shown that the rust and smut fungi

are only distantly related with separate monophyleticorigins (Bauer et al. 1997; Begerow et al. 1997). Further-more, the rust fungi have a pleomorphic life cycle with upto five spore states (spermatia, aeciospores, urediniospores,teliospores and basidiospores) which differentiates themfrom the smut fungi that mostly produce two types ofspores (teliospores and basidiospores).

Rust and smut fungi are essentially obligate plantpathogens, although the smut fungi may have a short stageof saprobic growth on non-living substrates, and about 30rusts have been cultivated on artificial media (Yamaoka2002). The classification of rust and smut species has beentraditionally based on both Morphological SpeciesCriterion, with emphasis on sori and spore stages, as wellas on Ecological Species Criterion, with emphasis onpathogenicity on specific hosts (Vánky 2002, Cumminsand Hiratsuka 2003). Consequently these groups have beenrelatively stable, and easily classified and identified usingmorphology and host associations for over 200 years. Therecent application of molecular phylogenetic analyses to therust and smut fungi has mostly supported previousclassifications at the level of genus (Maier et al. 2003;Bauer et al. 2006; Aime et al. 2006; Begerow et al. 2006).In contrast, higher taxonomic ranks have been shuffled inpart. While the Pucciniales (rust fungi) are monophyletic,the smut fungi in the traditional sense correspond to at leasttwo phylogenetically distant clades. Those smut fungi inthe Ustilaginomycotina cluster together with other plantpathogens of the Exobasidiales, Microstromatales as wellas human pathogens of Malassezia (Begerow et al. 2000;Begerow et al. 2006). The smut fungi in the Microbotryalescluster together with other plant pathogens and mycopar-asites in the Microbotryomycetes in the Pucciniommycotina(Bauer et al. 2006). Ultrastructural characters and cell wallcompounds have subsequently supported these modernclassifications (Bauer et al. 1997; 2006).

Early species descriptions of rust and smut fungi wereusually based on morphology and separation of the twogroups was not always clear. The earliest descriptions ofrust fungi date back to Micheli (1729) and Persoon(1801), and smut fungi to Tillet (1755) and Prévost(1807). They were followed by detailed studies on theirlife cycle including teliospore formation and germination(de Bary 1853; Tulasne and Tulasne 1847). Interestingly,most of these early treatments included quite comprehen-sive studies comprising morphological, physiological andsystematic aspects. Most of the early species lists includedinformation about host species and the lists were evenorganized according to host (Fischer von Waldheim 1869).It is commonly accepted that rust and smut species areeach restricted to a family or even a narrower plant taxonand there are many examples describing the rust or smutspecies of a given plant family (Vánky 2006; Vánky and

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Lutz 2007) or a given host genus (Bauer et al. 1999;Vánky 2003). Several genera of heteroecious rust fungi onthe other hand need two different hosts to complete theirlife cycle, which may be from completely different plantfamilies.

Considering that over 8,000 species of rust and smutfungi are known, there has been little application of DNAsequence data to identify rust and smut fungi in terms ofthe Genealogical Concordance Phylogenetic SpeciesRecognition. This is certainly because the morphologicalcharacteristics of rust and smut fungi have appearedstable and reliable, allowing confident identification ofspecies that are supported, in most cases, by narrow hostranges. However complexes composed of closely relatedreproductively isolated cryptic species are still commonin the rust fungi (Gaümann 1959) and also some groupsof smut fungi. Consequently, molecular studies have beenused to resolve phylogenetic relationships between mor-phologically similar taxa of rust and smut fungi. Forexample, the host-specificity, morphology and DNAsequence data of two microcyclic rusts species Pucciniamelampodii and P. xanthii (Seier et al. 2009) lead to theestablishment of a new morphospecies, P. xanthii var.parthenii-hysterophorae, to accommodate records of P.melampodii associated with the host Parthenium hyster-ophus. Another example is Karnal bunt of wheat, causedby the smut fungus Tilletia indica, an important pathogenabsent from Australia. ITS sequence data have been usedto separate it from morphologically similar species thatmay also occur as contaminants in consignments of wheatseed (Levy et al. 2001, Pascoe et al. 2005). Overall, theapplication of Phylogenetic Species Criterion supportedMorphological Species Criterion in many of the genera ofsmut fungi (Hendrichs et al. 2005; Begerow et al. 2000;Castlebury et al. 2005) and only recently the largeUstilago / Sporisorium / Macalpinomyces species complexhas been substantially resolved using a phylogeny derivedfrom molecular data that reflected morphological syna-pomorphies and host associations (Stoll et al. 2003,2005; McTaggart 2010).

As one of the best studied models, Microbotryumhas provided a good example of the utility of thePhylogenetic Species Criterion. A narrow species crite-rion based on host use (Zillig 1921; Liro 1924; Baker1947) long contrasted with a broad Morphological SpeciesCriterion species criterion, the latter defining a singlespecies, Microbotryum violaceum, considered as the patho-gen responsible for almost all anther smuts of Caryo-phyllaceae (Perlin 1996). Population genetics studies(Bucheli et al. 2000) and the use of the GenealogicalConcordance Phylogenetic Species Recognition (Le Gacet al. 2007a) revealed an absence of gene flow and an ancientdifferentiation between populations of Microbotryum found

on different host plants, which were confirmed by ITSphylogenies as distinct species on different hosts (Lutz et al.2005, 2008). As in other fungal species, the BiologicalSpecies Criterion was less discriminating (Le Gac et al.2007b), with little evidence of assortative mating in the formof conjugation initiation in vitro, although hybrid inviabilityand sterility was observed between the cryptic species (LeGac et al. 2007b; de Vienne et al. 2009a). Cross-inoculationstudies also appeared less discriminating in vitro than hostspecificity seen in the field (de Vienne et al. 2009b; Gladieuxet al. 2011). The studies highlight the value of GenealogicalConcordance Phylogenetic Species Recognition to validatePhylogenetic Species Criterion and Morphological SpeciesCriterion that have practical application in the field ofplant pathology.

Conclusive remarks

Molecular DNA sequence data have recently been exten-sively employed in studying the systematics of plantpathogenic fungi. The advantage of using molecular datais that it provides a greater number of heritable charactersthat allow for convenient information sharing betweenlaboratories. Morphological characters, however, are proneto change under different environmental conditions. Inaddition, well-developed bioinformatics tools make analy-sis of data more objective and less controversial whenexamined by different scientists. The Biological SpeciesCriterion has proved useful in some fungal groups butoverall appears less convenient and less discriminating,although congruent, with the Genealogical ConcordancePhylogenetic Species Recognition.

The Genealogical Concordance Phylogenetic SpeciesRecognition has been widely accepted in fungal systematics.Multi-gene sequencing and phylogenetic analysis havebecome a routine procedure in identifying new fungalspecies, especially for those that lack distinctive morpho-logical characters. Consequently a rapidly increasing num-ber of cryptic species are being discovered amongst plantpathogenic fungi using the Genealogical ConcordancePhylogenetic Species Recognition and it is critical todetermine their host range, the severity of diseases theycause and their biosecurity significance. With rapidlyexpanding global trade it has become imperative that wedevelop effective and reliable protocols to detect thesepreviously unrecognized pathogens.

Based on Genealogical Concordance Phylogenetic Spe-cies Recognition, previously applied phenotypic charactersthat were used to define taxa need re-evaluation. Althoughthe recent molecular advances in multi-locus phylogeny hasbeen able to recognize stable and well-separated phyloge-netic species, there is still a long way to go before we can

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finally establish a natural classification system and speciesrecognition criteria for most fungi using DNA sequencedata. A major problem is that only a very small number ofspecies have been deposited in public culture collectionsand only a fraction of these have had some DNA fragmentsequenced. The number of ex-type strains that have beensequenced is even lower. Another potential problem is thatmost of the well-known plant pathogenic fungi weredescribed based on the Morphological Species Criterionand ex-type cultures are not available. It is inevitable thatPhylogenetic Species Criterion and Morphological SpeciesCriterion will still be used together to define species formany years.

Once robust species delimitation and classification isestablished, the development of high-throughput identifica-tion tools like barcoding should be a major improvementfor assignment of particular strains to species (Begerowet al. 2010). Together with well-curated databases andregularly updated regional species lists rapid molecularidentification is able to efficiently support not only quarantineregulations but the monitoring of new emerging diseasesas well.

Acknowledgements DrAlistairMcTaggart (Louisiana State University)is thanked for his helpful comments. Ms. Liu Fang is thanked fortechnical assistance. Lei Cai acknowledges grants CAS KSCX2-YW-Z-1026 and NSFC 31070020. Tatiana Giraud acknowledges the grantsANR 06-BLAN-0201 and ANR 07-BDIV-003. Parts of this chapter arederivatives of articles previously published (Giraud et al., 2008a;Gladieux et al., 2010). Roger Shivas acknowledges Chinese Academy ofSciences for the Visiting Professorship for Senior International Scientists(Grant No. 2010T2S12). Dominik Begerow acknowledges the grants BE2201/4-2 and BE 2201/8-1 from DFG.

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