Foraminifera
Foraminifera
Foraminifera
65(5):925–940, 2016
© The Author(s) 2016. Published by Oxford University Press, on behalf of the Society of Systematic Biologists. All rights reserved.
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DOI:10.1093/sysbio/syw031
Advance Access publication April 12, 2016
Received 1 October 2015; reviews returned 1 December 2015; accepted 4 April 2016
Associate Editor: Adrian Paterson
Abstract.—Investigations of biodiversity, biogeography, and ecological processes rely on the identification of “species” as
biologically significant, natural units of evolution. In this context, morphotaxonomy only provides an adequate level of
resolution if reproductive isolation matches morphological divergence. In many groups of organisms, morphologically
defined species often disguise considerable genetic diversity, which may be indicative of the existence of cryptic species.
The diversity hidden by morphological species can be disentangled through genetic surveys, which also provide access
to data on the ecological distribution of genetically circumscribed units. These units can be identified by unique DNA
sequence motifs and allow studies of evolutionary and ecological processes at different levels of divergence. However, the
nomenclature of genetically circumscribed units within morphological species is not regulated and lacks stability. This
represents a major obstacle to efforts to synthesize and communicate data on genetic diversity for multiple stakeholders. We
have been confronted with such an obstacle in our work on planktonic foraminifera, where the stakeholder community is
particularly diverse, involving geochemists, paleoceanographers, paleontologists, and biologists, and the lack of stable
nomenclature beyond the level of formal morphospecies prevents effective transfer of knowledge. To circumvent this
problem, we have designed a stable, reproducible, and flexible nomenclature system for genetically circumscribed units,
analogous to the principles of a formal nomenclature system. Our system is based on the definition of unique DNA sequence
motifs collocated within an individual, their typification (in analogy with holotypes), utilization of their hierarchical
phylogenetic structure to define levels of divergence below that of the morphospecies, and a set of nomenclature rules
assuring stability. The resulting molecular operational taxonomic units remain outside the domain of current nomenclature
codes, but are linked to formal morphospecies as regulated by the codes. Subsequently, we show how this system can be
applied to classify genetically defined units using the SSU rDNA marker in planktonic foraminifera and we highlight
its potential use for other groups of organisms where similarly high levels of connectivity between molecular and
formal taxonomies can be achieved. [Cryptic species; genetic diversity; planktonic foraminifera; molecular nomenclature;
MOTUs.]
925
926 SYSTEMATIC BIOLOGY VOL. 65
practice to describe species by molecular evidence alone MOTUs prevents a deeper understanding of speciation
(Jörger and Schrödl 2013). Nevertheless, such practice processes, biogeography, and ecological interactions at
bears the risk of creating a parallel taxonomical universe the level of cryptic species.
detached from the existing body of knowledge (mostly The modalities for the development of an integrative
based on morphological features) and associated with framework to include DNA sequence motifs into taxa
a potentially large instability of species delimitation. It delimitation are currently hotly debated in the literature
would also isolate the nomenclature of extant species (Padial et al. 2010; Carstens et al. 2013; Miralles and
from fossils, and render the recognition of such entities Vences 2013; Leliaert et al. 2014; Pante et al. 2014; Flot
dependent on access to molecular data. Even in an 2015), fueled by the advent of massive environmental
age of cheap-and-easy molecular analyses, it remains sequencing surveys (e. g., Logares et al. 2014; de Vargas
essential to allow quick and efficient classification and et al. 2015). Much effort has been directed toward the
identification of extant or fossil organisms on the basis of evaluation of methods and concepts to delimit entities
field observations. Therefore, most species descriptions by molecular markers (Satler et al. 2013; Leavitt et al.
rely on phenotypic characters. Despite its practical value 2015) and toward the stability of the boundaries of the
and stability, the traditional de facto phenotypically based circumscribed MOTUs (Carstens et al. 2013). In contrast,
to propose a simple, robust, and efficient nomenclature of a small subset of informative loci (Amato et al.
system that gives stable names (labels) to MOTUs, 2007). Ultimately, this procedure is the basis of the
and links them to the formal nomenclature without barcoding concept (Hebert et al. 2003), cataloging
compromising its rules. The purpose of this article is unique sequence patterns from a given informative
to describe and explain the design of the system, show “barcode” region. Although practical in its application,
how it can be applied to foraminifera, and highlight its this approach has been criticized (e.g., Taylor and
potential for taxa with a similar degree and structure of Harris 2012), because of the differences that may exist
cryptic diversity. between gene trees and species trees. As a result, recent
barcoding initiatives proposed the use of multiple loci
(Pawlowski et al. 2012). The use of multilocus sequence
data represents a balanced alternative combining
the advantages of barcoding with a higher level of
FROM A UNIFIED SPECIES CONCEPT TO A FORMAL
representativeness: allowing the investigation of both
NOMENCLATURE SYSTEM FOR MOTUS population genetics and cryptic speciation (e.g., Salerno
Since Mayr (1942), species are viewed as groups et al. 2015).
Ind 4
en
iv
Cryptic species
In
c) Automated delimitation
Morpho Del 1
species Del 2
Del 3
Del 4
Ind 2
Ind 3
Ind 4
Ind 5
Ind 6
Ind 1
Ind 2
Ind 3
Ind 4
Ind 5
Ind 6
Ind 1
Ind 2
Ind 3
Ind 4
Ind 5
Ind 6
Genome
Multilocus
Agreement Lumping vs Incongruence
Barcode
Conserved Marker splitting
Representativeness
d) Unified molecular nomenclature
Morphospecies A Morphospecies B Morphospecies C
CS-1 CS-2 CS-1 CS-2 CS-1 CS-2
α β γ α β α β α β γ α β γ α β MS-A MS-B MS-C
CS-1 CS-2 CS-1 CS-2 CS-1 CS-2
α β γ α β α β α β γ α β γ α β
MS-A MS-BC
α β γ α α β γ χ δ ε CS-1 CS-2 CS-1
α β γ α α β γ χ δ ε
α β γ α α β α β γ χ δ β
MS-ABC
CS-1 CS-2 CS-3 CS-4 CS-1
α β γ α α β α β γ χ δ β
will have to account for continuity with existing subspecific identifier (like subsp., var., or forma). The
names. The type at the level of a basetype would be latter is to exclude any possibility of confusing MOTU
a unique sequence identified by its accession number names with formal names. Where a MOTU has to be
in a public database and a voucher or a label pointing linked to its diagnosis, its name should be associated
unambiguously to the specimen and clone from which with the publication where it was defined. An example of
the sequence has been obtained. The latter is important a MOTU name would be “Globigerinella siphonifera IIa1”,
when facing intragenomic variability, where there may extended to “G. siphonifera IIa1 sensu Weiner et al. (2014)”
be multiple basetypes found for every chosen marker(s) where necessary. When a hierarchical system is used,
in the same specimen. Also, where multiple markers each MOTU of a lower level must be associated with
have been extracted from the same specimen, it will be exactly one MOTU of a higher level, and each MOTU of
important to establish whether the different markers a higher level must contain at least one MOTU of a lower
have a different level of resolution or reveal conflicting level.
signals (Fig. 1c). Further, next to typification and definition of
The method for delineation of clades is not prescribed, MOTUs, we borrow the principle of priority from
but we note that when a new and promising method formal nomenclature and establish a scheme to avoid
Finally as progress in sequencing technologies reduce objective analysis of sequence diversity. Göker et al.
analytical costs, more marker genes will become (2010) explored a clustering optimization approach,
available, especially for groups where the genome while André et al. (2014) used two complementary
is currently unknown. Therefore, additional marker approaches for automated delineation of genetic
gene(s) can be included in the nomenclature when clusters, namely GMYC (Pons et al. 2006) and ABGD
available, and will constitute additional basetype(s) (Puillandre et al. 2012b). In both cases, the authors
keeping consistency with the available marker (Fig. 1b). concluded that a unique threshold related to a consistent
The rules above only apply to the definition of MOTUs. level of genetic divergence could not be found to
Attribution of unknown sequences, in contrast, can be circumscribe taxa within the group as a whole. In
made to any level in the nomenclature hierarchy of analogy with what is observed in other taxonomic
MOTUs. Any observation yielding sufficient genetic groups (Carstens et al. 2013), ABGD- and GMYC-based
information unambiguously assignable to a given delineations of planktonic foraminifera species are rarely
MOTU level can be used to investigate the ecology, congruent, leading the authors to favor conservative
biogeography, or evolution of this given MOTU. This (i.e., lumping) solutions to avoid over-interpretation
applies to sequences only partially covering the chosen of the results (André et al. 2014). These incongruent
Ia Ib IIa1 IIa2 IIa3 IIa4 IIa5 IIa6 IIb IIIa IIIb IIIc Weiner et al. (2014)
Globigerinella Globigerinella Weiner et al. (2015)
Globigerinella siphonifera
radians calida
Abundance
0.15
30°N
Eq 0.1
30°S
0.05
60°S
90°S 0
1 8 0° W 120°W 60°W 0° 60°E 120°E 180°E
FIGURE 2. History of the molecular nomenclature of the three morphospecies within the planktonic foraminifera genus Globigerinella. a)
Continuity of names of the different MOTUs among the successive studies listed chronologically, from the initial work of Huber et al. (1997)
up to the last taxonomic revision by Weiner et al. (2015). Each rectangle represents the MOTUs described in each successive study and their
connectivity is given by the strips; rectangles with a gray background highlight the renaming of a MOTU between two studies. b) Geographic
origin of the sequences produced in the successive studies (same labels as in a). Background shading shows the relative abundance of the genus
Globigerinella in surface sediments as an index of the morphospecies distribution (from Weiner et al. 2014).
IMPLEMENTATION IN PLANKTONIC FORAMINIFERA the sequence, as defined in Morard et al. (2015), should
Based on the general principles presented above, optimally have been observed several times (we suggest
we exemplify hereafter the criteria that allow us to here using three times as a minimum threshold) in
implement such a nomenclature scheme in the case of the available data set, either by technical or biological
planktonic foraminifera. We stress that the criteria given replicates, to validate the observed sequence pattern as
in this work are a starting point based on currently a genuine biological signal. In the case of intragenomic
available evidence and methodologies; these criteria variability, the sequencing effort must be scaled to the
may obviously evolve in the future. amount of diversity within the target morphospecies.
In summary, each unique sequence pattern observed
multiple times and at least once in a sequence covering
Basetype Definition in Planktonic Foraminifera the entire marker is considered a basetype.
We propose to define basetypes in planktonic
foraminifera (Fig. 4) by using sequence patterns in the
rDNA fragment located at the 3 -end of the SSU rRNA Nomenclature System
gene, between stems 32 and 50 (Wuyts et al. 2001). The proposed planktonic foraminifera molecular
This fragment has been proposed as the barcode for nomenclature system is organized in a three-level
benthic foraminifera (Pawlowski and Holzmann 2014). system (Fig. 4c) deemed to be intraspecific with respect
It captures enough phylogenetic signal (Darling and to the formal nomenclature regulated by the ICZN
Wade 2008) and harbors six variable regions, three of (1999). The nomenclature is built only on basetypes
them being specific to foraminifera (Pawlowski and validated by multiple observations. In principle, for the
Lecroq 2010). The sequence pattern of each region of reasons outlined above, any of the three levels could be
2016 POINTS OF VIEW 933
Globigerinoides ruber Ib
Globigerinoides conglobatus
Orbulina universa I
Orbulina universa II
Trilobatus trilobus
Trilobatus immaturus
Trilobatus quadrilobatus
Globigerinella radians Ib
Globigerinella siphonifera Ia
FIGURE 3. Decoupling of rates of molecular and morphological evolution in planktonic foraminifera. This molecular phylogeny shows the
relationships between 11 morphospecies (illustrated by sketches of representative specimens) belonging to the genera Globigerinoides (Aurahs
et al. 2011), Orbulina (de Vargas et al. 1999; Morard et al. 2009), Trilobatus (André et al. 2013; Spezzaferri et al. 2015) and Globigerinella (Weiner et al.
2014, 2015), based on their SSU rDNA sequence motifs. The solid, dashed, and dotted lines drawn on the tree show the position of morphological
species, and higher and lower levels of genetic divergence as used in the cited studies, respectively. The vertical bars to the right of the taxon
names highlight the incongruence between resulting molecular and morphological taxonomies.
considered a Primary Species Hypothesis sensu Pante represents the intragenomic (individual) variability,
et al. (2014) and represent a working hypothesis. whereas the variability observed among different
basegroups is considered to represent at least the level
MOTU level 3.—The lowest level corresponds to of population variability (Fig. 4).
the basegroup and represents the genetic variability
potentially observable at the level of a single individual. MOTU level 2.—The intermediate level most likely
Thus, by definition different basegroups contain represents the level of biological species. It is defined
basetypes that are never observed together. In the case as a monophyletic cluster of one or several basegroups,
of the absence of intragenomic variability, such as in delineated by an objective method searching for the
many spinose planktonic foraminifera, the basegroup most likely level of divergence reflecting reproductive
may contain only one basetype. The basegroup is isolation. André et al. (2014) showed that ABGD
the basic unit of the nomenclature system proposed (Puillandre et al. 2012b) or GMYC (Pons et al. 2006) can
here; it is the only level grounded on empirical data. be used to objectively delineate MOTUs in planktonic
The variability observed within a given basegroup foraminifera. In the case of conflicting delineations and
934 SYSTEMATIC BIOLOGY VOL. 65
Basetype
ZZ1102
ZZ2163
3 7 9 3 6
ZZ4158 Basetype
ZZ1278
ZZ7843
3 3 9 5 6
ZZ9815 Basetype
3 3 9 5 1 a b c d e f g h i j k
ZZ4176 Specimen
ZZ1587
c) Nomenclature scheme
I II MOTU level - 1
a b c d a b MOTU level - 2
1 1 1 1 1 2 1 MOTU level - 3
I II I
a b c d a b a
1 1 1 1 1 1 2
I II I
a b c d a b c d a b c
1 2 1 1 1 1 1 1 1 1
Genus Genus
Genus species-a species-b species-c
III I I
abc d e a b c d a b c d a b c
1 2 1 1 2 1 2 1 1 1
FIGURE 4. A guide for the definition of MOTUs in planktonic foraminifera. a) The selected gene for planktonic foraminifera is the fragment
located at the 3 -end of the SSU rDNA, between stems 32 and 50 (Wuyts et al. 2001). The sequences are partitioned in their constitutive variable
(lines) and conserved (rectangles) regions, following Morard et al. 2015. In this example, the different line colors represent unique sequence
motifs found in the available data set; the position of each region is given above the first sequence. Only sequences covering the entire fragment
and sequences for which each individual region has been observed at least three times in the available data set (number of observations given
above the lines) are designated as basetypes. In this example, five sequences have the required length and four can be designated as basetypes
(ZZ1587 is long enough but has a sequence motif for the region 49E which is observed only once in the data set). b) Occurrences of basetypes
(rows) within a set of individuals (columns). The different symbols represent the different basetypes occurring within (when situated on the
same column) and between (when situated on the same row) individuals. A basegroup is defined as a network of basetypes connected by
pairwise co-occurrence, represented by solid lines. In this way, two basetypes can be grouped in the same basegroup even if they were not
observed co-occurring in the same specimen. When intra-individual variability is discovered, we recommend generating at least 10 full-length
clones for a few selected specimens in order to cover the intragenomic variability occurring within a given MOTU. c) The nomenclature scheme
allows the transfer of MOTUs to higher levels, splitting and lumping of existing MOTUs, and the inclusion of new basegroups, as illustrated
in a succession of theoretical nomenclature acts ((c1)–(c4)). The intra-morphospecies nomenclature we propose for planktonic foraminifera is
based on a three-level hierarchical system (e.g., “Ia1”, meaning: MOTU level-1 “I” includes MOTU level-2 “a” includes MOTU level-3 “1”) (Case
(c1)). The nomenclature is amended as soon as the status of the previously defined MOTUs is modified based on morphological, molecular, or
ecological evidences. In the case of transfer to a higher-level taxon (Case (c2)), splitting one MOTU into two distinct ones (Case (c3)), or lumping
of two MOTUs into a single one (Case (c4)), names of amended MOTUs become unavailable (dotted gray rectangles). In the case of a revision
with “steps backward” (as for the MOTUs Genus species-b Ia1 and Genus species-b Ia2 in (c2), which are split into Ib1 and Ic1 in (c3) and merged
again in (c4)), a new MOTU name is used. In the case of objective synonymy, we follow the same principle of priority as for the ICZN (1999).
2016 POINTS OF VIEW 935
for nomenclature purposes, we recommend the use of very different substitution rates for the same marker
the most conservative boundary for species delineation gene.
in planktonic foraminifera—that is, lumping rather than
splitting, following Carstens et al. (2013) and Miralles
and Vences (2013). Because automated delineation is a
dynamic research field, new methods may arise in the FURTHER CONSIDERATIONS
future, making the status (or level) of the second level The proposed MOTU nomenclature may be applied
MOTU likely to be reevaluated. In addition, sequences to any other taxa which display a hierarchically
from new markers may be used to assess the validity of structured genetic diversity occurring below the level
the second level MOTU based on the current SSU rRNA of morphospecies. MOTU implementation for a given
marker. group could serve as a framework to associate metadata
to a consistent level of genetic divergence. Consistent
application of the proposed molecular taxonomy to
MOTU level 1.—Represents the highest intra- sequences from individuals as well as environmental
morphospecific level designed in the proposed sequences will allow a reproducible and reliable
89 sequences
validated
100
Specimen
BRBR14SIPI
CAG.sII2A
CAG.sII6B
LPBANF
PO117
PO144
PO146
PO154
PO170
PO180
PO186
PO201
PO240
PO248
PO252
CA06B
CA02a
AS195
AS273
CB01a
PO13
PO16
PO20
PO22
PO24
PO26
A493
A526
P11b
2163
2168
3004
6606
8449
BR14
BR18
P125
OKI2
OKI3
OKI5
P11
P27
LPB
KM194180
KF769861
KF769820
Z83959
KF769822
10 KF769629
385 sequences not validated
JQ799892
SEQUENCES
KM194179
KM194223
KF769582
AB263453
BASETYPE
AB263455
PO266
PO270
PO271
PO274
PO279
PO283
PO284
PO291
PO295
PO304
PO318
PO337
PO346
PO347
PO28
PO31
PO33
PO37
PO38
PO42
PO43
PO50
PO51
PO62
PO63
PO65
PO67
PO68
PO70
PO80
PO81
PO83
PO85
PO88
PO97
PR18
R043
NA-1
NA-2
NA-3
SB05
SB10
SB22
KM194180
0
12 unique basetypes
F
10 basegroups
-4
-4
-4
-4
37
41
47
43
49
1 3 6 9 86 specimens
37
39
44
47
E-
N validated
45
Region region
c) Molecular nomenclature
G. radians G. siphonifera G. calida
I II I
10% a a b c a
3 morphospecies
FIGURE 5. Implementation of the molecular nomenclature system for the genus Globigerinella. a) The heatmap represents the 474 sequences
belonging to Globigerinella available in the PFR2 database v.1 (Morard et al. 2015). Each column represents an individual variable region of the SSU
rDNA gene; colors represent the number of observations of a given sequence motif. For each region, only sequence patterns (motifs) observed at
least three times are validated and only the sequences for which nine regions are validated are retained for the molecular nomenclature, leading
to 89 sequences validated. b) Among the 89 retained sequences, 12 unique sequence patterns are retained as basetypes. Basetypes co-occurring
within the same individual(s) (marked by stars, two cases) are grouped within the same basegroup. c) The 12 basetypes were automatically
aligned with MAFFT v. 7 (Katoh and Standley 2013) and a phylogenetic reconstruction was performed with PhyML (Guindon et al. 2010) under
the model (GTR+I) chosen with jModeltest v. 2.1.7 (Darriba et al. 2012). The same alignment was subjected to Automatic Barcode Gap Delimitation
(ABGD, Puillandre et al. 2012b), using the default setting of the program and the K-80 distance to classify the basetypes into putative species.
The first MOTU plateau was retained as putative species (MOTU level 2), and the lowest plateau was retained to identify the major disruption
of genetic variability of the species complex (MOTU level 1). The three morphotypes occurring within Globigerinella identified by Weiner et al.
(2015) were implemented in the taxonomy as an upper boundary. All data necessary to produce the nomenclature and resulting files are available
in Supplementary Material S1, available on Dryad at http://dx.doi.org/10.5061/dryad.64pg3.
of unavailable names. Therefore, we recommend that to make the nomenclature tractable and thus useful.
a revision of the nomenclature should be attempted Ultimately, it remains left to the taxonomist to evaluate
only when a significant new input is provided. Indeed, the balance between stability and reliability. Last, the
nothing excludes a revision when only a limited number nomenclature system described here is currently not
of sequences for a given taxa are available, but a certain formally codified, making its application grounded
degree of stability is necessary between each revision on a voluntary basis. Therefore, it will require a
2016 POINTS OF VIEW 937
52 sequences
Specimen
validated
GYA1037
GYA1508
GYA1828
GYA2395
GYB1810
GYA280
GYA478
GYA549
GYB650
KH1431
KH1623
Me1594
Ama10
Ama13
Ama17
Ama21
Ama26
Ama27
KH279
KH343
Y1211
Y1220
Y1224
Y1441
Y1442
Y1446
Y1448
Y1484
Y1492
Z232
Z329
Z330
Z362
Z511
OKI1
OKI2
100
NA
AB636743
AB636744
AB636745
AB636924
AB636737
AB636740
AB636914
AB636704
AB636705
AB636824
AB636703
10 AB636806
AB636807
SEQUENCES
AB636728
AB636726
219 sequences not validated
AB636727
AB636689
AB636720
BASETYPE
AB636734
AB636908
AB636889
AB636901
AB636701
2 AB468840
AB468841
AB636694
AB636712
E
-4
-4
-4
-4
37
41
47
43
49
1 3 6 9 47 unique basetypes
37
39
44
47
E-
N validated 36 Basegroups
45
Region region
37 specimens
c) Molecular nomenclature
Pulleniatina obliquiloculata 1 morphospecies
10%
I 1 genetic lineage (MOTU level-1)
a b 2 putative species (MOTU level-2)
36 MOTUs (MOTU level-3)
Morphospecies
Pulleniatina obliquiloculata
MOTU Level - 1
I
MOTU Level - 2
a b
MOTU Level - 3
1 1 2 3 4 4 5 1 6 6 7 8 4 9 10 8 1 2 3 4 5 6 4 4 7 8 9 8 10 11 12 13 1426 15 16 17 18 19 20 21 22 23 24 25 25 8
FIGURE 6. Implementation of the molecular nomenclature system for the morphospecies Pulleniatina obliquiloculata. a) The heatmap represents
the 271 sequences belonging to P. obliquiloculata available in the PFR2 database v.1 (Morard et al. 2015). Each column represents an individual
region of the rDNA gene; colors represent the number of observations of a given sequence motif. For each region, only sequence patterns
(motifs) observed at least three times are validated and only the sequences for which nine regions are validated are retained for the molecular
nomenclature, leading to 52 sequences validated. b) Among the 52 retained sequences, 47 unique sequence patterns are retained as basetypes.
Basetypes co-occurring within the same individual(s) (marked by stars, seven cases) are grouped within the same basegroup. c) The 47 basetypes
were automatically aligned with MAFFT v. 7 (Katoh and Standley 2013) and a phylogenetic reconstruction was performed with PhyML (Guindon
et al. 2010) under the model (GTR+I+) chosen with jModeltest v. 2.1.7 (Darriba et al. 2012). The same alignment was subjected to Automatic
Barcode Gap Delimitation (ABGD; Puillandre et al. 2012b), using the default setting of the program and the K-80 distance to classify the basetypes
into putative species. The first MOTU plateau was rejected as it sorted basetypes of the same basegroup into different groups. The second MOTU
plateau was retained as putative species (MOTU level 2), and the lowest plateau was retained to identify the major disruption of genetic variability
of the morphospecies (MOTU level 1). All data necessary to produce the nomenclature and resulting files are available in Supplementary Material
S2, available on Dryad at http://dx.doi.org/10.5061/dryad.64pg3.
certain degree of communication and collaboration evolvability; it can be established with modest Sanger
within the community generating the nomenclature sequencing effort and expand to genome-scale data sets
to promote its reliability, efficiency, and therefore its in a straightforward way, therefore including any lines
usefulness. Despite these limitations, we feel that, on a of evidence or concepts to name MOTUs in any domain
community agreement basis, our approach offers a good of the living realm for present and future molecular data
compromise between stability, reliability, flexibility, and sets.
938 SYSTEMATIC BIOLOGY VOL. 65
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