STUDIES ON PARMELIA SUBGENUS PARMELIA By Mason E. Hale, Jr., and Syo Kurosawa Introduction At least 250 distinct species, most of which occur in the tropics, are included in Parmelia subgenus Parmelia. They are generally characterized by lobes that are narrow (0.5-4.0 mm. wide), sublinear to subirregular, and often apically truncate. The apothecia are adnate and usually imperforate, and there are rhizines over all or most of the lower surface. This broadly delimited group has usually been called section Hypotraehyna Vain., but we propose to recognize it as a subgenus, subgenus Parmelia, typified by P. saxatilis (L.) Ach. Subgenus Parmelia is coordinate with subgenus Amphigymnia (Vain.) Dodge, the broad-lobed Parmelias, and subgenus Xaiitko- parmelia (Vain.) Hale, comb, no v., based on section Xanthoparmelia Vain. (1890, p. 60), with Parn elia conspersa (Ach.) Ach. as the type species. The Xanthoparmelias are similar in configuration to many species in subgenus Parmelia, but they differ in being saxicolous, always containing usnic acid, and having simple rhizines. The brown Parmelias (sections Melanoparmelia Zahlbr., Vainioellae Gyel., and Olivascentes (Hue) Hillm.) are excluded from subgenus Parmelia, although we have not yet decided on their exact position in the genus. In the course of preparing a world monograph of subgenus Parmeliat we have examined the types of most of the described species and reevaluated the subgeneric classification. This preliminary study will present the outlines of a new sectional classification, descriptions of 52 new species, 2 new combinations, and 4 new names, and pre- liminary keys to the species in the major sections. A final mono- graph must await more extensive study of general herbarium material as well as field work, since many species are still known only from their type localities. This study has been made possible by the prompt and generous cooperation of the curators and directors of museums and university herbaria in lending type specimens and other valuable collections and in rendering assistance and providing facilities for study during visits. They include Dr. Sten Ahlner (Naturhistoriska Riksmuseet, Stock- 121 122 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM holm), Dr. Reino Alava (Botanical Institute, Turku), Dr. Ove Almborn (Botanical Museum, Lund), Dr. Y. Asahina (Research Institute for Natural Resources, Tokyo), Dr. Charles Baehni (Con- servatoire et Jardin Botaniques, Geneva), M. P. Bourrelly (Museum National d'Histoire Naturelle, Paris), M. Skytte Christiansen (Botan- ical Museum, Copenhagen), Dr. G. Cufodontis (University of Vienna, Vienna), Dr. W. L. Culberson (Duke University, Durham), Dr. H. des Abbayes (University de Rennes, Rennes), Dr. Henry Imshaug (Michigan State University, East Lansing), Mr. Peter James (British Museum, London), Dr. A. Kostermanns (Herbarium Bogoriense, Bogor), Dr. I. M. Lamb (Farlow Herbarium, Cambridge), Dr. R. A. Maas Geesteranus (Rijksherbarium, Leiden), Dr. J. Millar (Chicago Natural History Museum, Chicago), Dr. G. Moggi (Istituto Botanico, Firenze), Dr. E. Mfiller (Institut fur Spezielle Botanik, Zurich), C. E. Palmar (Glasgow Art Gallery and Museums, Glasgow), Dr. J. Poelfc (Botanische Staatssammlung, Munich), Dr. K. Rechinger (Natur- historisches Museum, Vienna), Dr. C. Rogerson (New York Botanical Garden, New York), Dr. H. Roivainen (Botanical Museum, Helsinki), Dr. Rolf Santesson (Institute for Systematic Botany, Uppsala), Sir George Taylor (Royal Botanic Gardens, Kew), Dr. J. W. Thomson (University of Wisconsin, Madison), Dr. K. Verseghy (Museum of Natural History, Budapest), Dr. R. Vincenzo (Istituto Botanico, Rome), and Dr. R. Woodson (Missouri Botanical Garden, St. Louis). Drs. G. Degelius and D. D. Awasthi (abbreviated DEGEL and A WAS respectively in the list of species) have kindly sent us their valuable private collections. Dr. Z. Chernohorsk^ arranged for loans of Gyelnik's collections and kindly provided facilities for study in Prague. Mr. M. Wirth assisted in the early work of chemical testing. Drs. Rolf Santesson and Ove Almborn have kindly read various parts of the manuscrip t and given invaluable aid in problems of sectional classification. This study has been supported in part by a grant from the National Science Foundation. Morphological Characters The following are the more important morphological characters that we have found in subgenus Parmelia. Some of them have been overlooked or poorly understood by previous workers and will be discussed in detail. 1. Rhizines: Are produced more or less uniformly over the entire lower surface in the majority of species. Certain species with sub- rotund subirregular lobes, however, may have a narrow though distinct bare or papillate zone around the margins. Three major types of rhizines may be distinguished: simple and unbranched or rarely HALE & KUROKAWA—SUBGENTJS PARMELIA 123 sparsely furcate; dichotomously and usually richly branched; and squarrosely branched (fig. X). Branching of the rhizines has proved Figure 1.—Schematic drawings of the three types of rhizines: Simple, squarrosely branched, and dichotomously branched (left to right). to be one of the most important characters on which our proposed sectional classification is based. 2. Cilia: Two types of ciliate outgrowths occur on the margins of lobes, simple cilia and bulbate cilia. Simple cilia, comparable to those known in Anaptychia or Cetraria, occur in at least 34 species of sub- genus Pannelia (pi. 1). These same species usually have a black lower surface and simple rhizines (e.g., P. dissecta Nyl. and P. tiliacea (Hoffm.) Ach.). Bulbate cilia differ from simple cilia in having a conspicuously inflated base. This structure (pi. 1) is known in some 45 species, all of them tropical. It has not been consistently recog- nized by lichenologists, although commemorated in names such as P. circumnodata Nyl. Bulbate species may have branched or un- branched rhizines and a pale or black lower surface. Bulbate cilia may merely be modifications of simple cilia, but they are distributed around the lobes with much greater regularity. Chemical data (table 1) indicate that simple-ciliate and bulbate-ciliate species are far more closely related to each other than to any other groups in the subgenus. Both types of cilia are probably related to rhizines and, as in the case of rhizines, are of very great importance in sub- generic classification. 3. Lobules: These structures have usually been confused with isidia. They apparently originate as isidia but soon begin to flatten and grow horizontally (cf. Parmelia ensijolia, pi. 7). At maturity they are more or less dorsi ventral and often cilia te. Lobules axe rather rare and best seen in P. cultnigena Zahlbr., P. digitate Lynge, P. horrescens Tayl., or P. ensifolia Kurokawa. 4. Pustules: Are coarse papillar outgrowths from the upper cortex. They are extremely fragile and seem to lack the thalloid structure of isidia. They may remain intact, as in P. dactylijera Vain., or at length erupt or burst open apically and form dense pustular masses, with little or no tendency to become sorediate (pi. 1). If coarse 124 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM soredia form, they are not so dense as to obscure the basic pustular structure. Typically pustulate species include P. aurulenta Tuck., P. endocMora Leight., P. formosana Zahlbr., and P. spumosa Asah. 5. Maculae: Are submacroscopic white dots uniformly scattered in the upper cortex. They are apparently caused by irregular clumping of algal colonies in the gonidial layer. They are at times difficult to recognize, and most lichenologists have in fact overlooked them. Maculae are nevertheless important, especially at the species level. They occur in such well-known species as P. laevigata (Sm.) Ach. and P. tiliacea (Hoffm.) Ach, 6. Pseudocyphellae: Here we refer to actual pores in the upper cortex. There are apparently two different kinds. One is found in species related to P. barren (Sm.) Turn., where the pores are distinctly orbicular or elliptical and scattered irregularly in the upper cortex (pi. 1). They are correlated with the presence of simple rhizines and P— acids (gyrophoric acid, lecanoric acid, and fatty acids). A second type of pore is found in species related to P. sazatUis (L.) Ach., where the pores are angular or effigurate and are arranged in more or less definite patterns on the cortex and margins of lobes (pl. 1). These species usually contain a P+ acid (protocetraric or salacinic acid) and have a black lower surface with squarrosely branched rhizines. 7. Reticulation: The upper cortex of a small group of species related to P. reticulata Tayl. is finely reticulately maculate and fissured (pl. 1). Initially the cortex is maculate to the margins of the lobes and at maturity actual Assuring usually occurs. Many species of Parmelia are irregularly or more or less reticulately cracked on older lobes, but young lobes lack any reticulation. Reticulate species always have a black lower surface and simple to squarrosely branched rhizines. 8. Isidia and soredia: These two characters are well known to lichenologists through the work of Du Rietz (1924a) and require no further discussion here. They are valuable species characters in Parmelia but have no value at the sectional level. 9. Apothecia: These characters offer little basis for classification in subgenus Parmelia. Spores are uniformly small, generally only 6-18 n in length, and attain a length of 30 p in only a few species such as P. leucopis Kremplh., P. mntata Vain., and P. versijormis Kremplh. Except for P. cetrata Ach., P. homotoma Nyl., and P. reticulata Tayl., the apothecial disc is never perforate. There is little significant varia- tion in degree of adnation on the thallus, except in such unusual pedicellate species as P. peruviana Nyl. Coronate exciples and basal retrorse rhizines are often found on the apothecia of species with w HALE & KUROKAWA—SUBGENUS PARMELIA 125 bulbate cilia. Parmelia carporrhizans Tayl., a ciliate species, is densely rhizinate at the base of the apothecia. 10. Anatomy: The internal anatomy is for the most part uniform. The total thickness of the thallus varies from about 60 & to 250 ft; the cortex is often thinner and more fragile than in subgenus Ampkigymnia. Peculiar moniliform cells are found in the medulla of P. galbina Ach., P. obsessa Ach., and P. metarevolvta Asah., three closely related species (cf. Asahina, 1952, p. 98). Future workers may place greater reliance on internal characters, but for the time being this approach seems unrewarding. Chemical Characters The taxonomy of subgenus Parmelia cannot be studied fully with- out the use of chemical tests. This does not imply that we are accepting or deliberately describing so-called "chemical species." Anyone who works with a genus such as Parmelia, which has a wide Table 1.—Number of species in the various sections and subsections containing 19 important chemical substances. Section Parmelia Section Irregu- lares Section Imbrlcarla Section Cyclo- chella Section Hypotra- chyna o o 23 ft ^ sa |s» 00 h3 ii to ii a 11 P la ; s1-1 : 00 Number of species Gyrophoric acid Lecanoric acid Salacinic acid Stictic acid Norstictic acid Protocetraric acid Usnic acid Rhodophyscin K— pigments Olivetoric acid Crypto clorophaeic acid Evernic acid Divaricatic acid Perlatolic acid Alectoronic acid Barbatic acid Lichexanthone KC+ unknown ("livida") 30 28 2 25 5 10 10 7 1 46 7 3 10 2 4 3 18 33 4 4 4 2 2 1 1 11 46 2 3 5 12 9 3 5 1 8 1 1 1 83 6 » [5] 8 1 5 15 12 Q 5 4 1 5 7 11 7 5 • Lecanoric acid in section Hypotrachyna la an accessory component with evemic acid. 126 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM variety of color tests and chemical constituents, soon realizes that the lichen acids are absolutley indispensable aids in species identi- fication. We have tested all specimens with the usual microchemical methods of Asahina and Shibata (1954). Detailed discussions of problematic or unidentified substances encountered will be delayed until a final monograph is completed. In the meantime, however, we have prepared a preliminary table showing the number of species within each section or subsection containing each of 19 identifiable lichen substances (table 1). Certain noteworthy features of this table will be discussed below under the various sectional headings. The color of the thallus and medulla is described for many of the species according to Ridgway's Color Standards and Color Nomen- clature (1912); such colors are indicated by the notation R in paren- theses. Subgeneric Classification A classification for subgenus Parmelia is based on results from our own morphological and chemical studies and on reviews of previously proposed classifications, especially those of Vainio (1890, 1923), Gyelnik (1932), and Asahina (1952). 1. Section Parmelia Subsection Parmelia Subsection Simplices Hale & Kurokawa 2. Section Irregvlarea (Vain.) Vain. 3. Section Imbricaria (Schreb.) Fr. Subsection I mbricaria Subsection Bicornvtae (Lynge) Hale & Kurokawa Series Bicornutae Series Relicinae Hale & Kurokawa 4. Section Cyclocheila (Vain.) Rag. 5. Section Hypotrachyna Vain. Typification, descriptions, and discussions of these taxa are presented below under appropriate sectional headings. Keys to species in the major sections are included whenever possible in order to show the relationships of the new species to those already known, The keys do not include a small number of rare problematic species that have not yet been characterized. It is anticipated of course that more new species and revisions of names will be made in the final monograph. It should be emphasized that all species names in the keys are based on the actual study of holotype or lectotype specimens. Key to Sections 1. Cortex pseudocyphellate, with or without effigurate maculae; rhizines simple or squarrose 1. Section Parmelia (p. 127) HALE & KUROSAWA—SUBGENUS PARMELIA 127 1. Thallus lacking pseudocyphellae; rhizines simple, dichotomously or squarrosely branched, 2. Lobes more or less rotund; upper cortex uniformly reticulately maculate or fissured to the margin ... 2. Section Irregulares (Vain.) Vain. (p. 129) 2. Lobes sublincar and truncate to subrotund; upper cortex continuous, fissured only on older lobes. 3. Cilia or bulbate cilia present on margins of lobes. 3. Section Imbricaria (Schreb.) Fr, (p. 130) 3. Cilia absent. 4. Rhizines simple 4. Section Cyclocheila (Vain.) Ras. (p. 147) 4. Rhizines dichotomously branched. 5. Section Hypotrachyna Vain, (p. 159) Subgenus Parmelia Type species: Parmelia saxatUis (L.) Ach. Thallus appressed to adnate, rarely subascending; lobes sublinear to subirregular, rarely broad and rotund, the margins entire and smooth, ciliate, or bulbate-ciliate; under surf ace black or brown, uniformly rhizinate to the margins, or, in species with rotund lobes, with a narrow bare or papillate zone, the rhizines simple and un- branched, dichotomously branched, or squarrosely branched. Apothecia more or less adnate, rarely pedicellate, the disc imperforate (except in section Irregulares); spores simple, suborbicular to ellip- soid, usually less than 20 ft long. Parmelia has been proposed as a nomcn genericum conservandum with P. saxatUis (L.) Ach. as the lectotype species (cf. International Code of Botanical Nomenclature, p. 220, 1961). This has been the unanimous choice as a lectotype for the genus (cf. Dodge, 1959), and we see no objections to it. Parmelia sa&atUis is therefore the type of subgenus and section Parmelia. 1. Section Parmelia Thallus adnate; lobes sublinear, rarely subirregular and subrotund; upper cortex pseudocyphellate, with or without effigurate maculae; lower surface black or brown, the rhizines simple or squarrosely branched. Imshaug (1957) placed section Hypotrachyna Vain, in synonymy under section Parmelia. As will be shown below, Vainio's section is based on P. brasiliana Nyl., a tropical species with dichotomously branched rhizines and no pseudocyphellae. As we previously indicated, there are two quite distinct types of pseudocyphellae in this section, one typically elliptical and correlated 128 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM with simple rhizines and the other effigurate-maculate and correlated with squarrosely branched rhizines. They are best treated as two subsections, Parmelia and Simplices, as follows: Subsection Parmelia Section Hypotrachyna subsection Myeloleuca Asah. (1952, p. 24). Lecto- type: P, eaxatilis (L.) Ach. Upper cortex with cffigurate maculae; lower surface black, the rhizines squarrosely branched or simple. Asahina's subsection Myeloleuca included all species of subgenus Parmelia lacking medullary pigments. We feel that the most suitable choice of a lectotype for this extremely broad subsection would be P. saxatUis. According to the International Code of Botanical Nomenclature (Art. 22), the rule of tautonomy applies only to the subgeneric and sectional ranks. Notwithstanding, we prefer to retain the spirit of the Code and use Parmelia as a subsectional epithet as well, even though Asahina's subsection Myeloleuca is validly published and synonymous. As we have delimited this subsection, it contains about 30 species. The upper cortex is often ridged with the effigurate pseudocyphellae forming patterns along the ridges (cf. pi. 1, fig, 4). As far as is known, all species contain salacinic acid, except P. insensitiva (Magn.) Anders, and P. psevdosulcata Gyel., which contain protocetraric acid. Most of the species are confined to montane or subboreal areas in the Northern and Southern Hemispheres, with the greatest abundance in eastern Asia, where at least 15 species have been reported. Most of the Asian species have been summarized by Asahina (1952). There is a small group of Australian species, including P. tenuirima Tayl. and P. signata Nyl., which have not yet been fully investigated. The common American and European species P. jraudans Nyl., P. omphalodes (L.) Ach., P. eaxatilis (L.) Ach,, and P. svlcata Tayl. are well known. Subsection Simplices Hale & Kurokawa* subsect* nov. Thallus superno pseudocypliidlatus, pseudocyphellis suborbiculari- bus vel ovalibus, subtus niger vel pallide castaneus, rhizinis simplicibus. Type species: Parmelia borreri (Sm.) Turn. This subsection contains at least 25 species, but their taxonomy has not yet been completely worked out. They are found commonly in savannas or dry temperate forests. The pseudocyphellae are similar to those of P. cetrarioides (Duby) Nyl., an Amphigymnia species. The rhizines are always simple and quite long. The chemistry is extremely simple, the medulla reacting P—,C+ rose or red (gyrophor- HALE & KUROKAWA—SUBGENXJS PARMELIA 129 ic or lecanoric acids), or C— (fatty acids). There is very strong correlation between the color of the lower surface and chemical constitution. All species with lecanoric acid, including the well- known P. subrudecta Nyl. (P. dubia (Wulf.) Schaer.) and P. rudecta, Ach., have a pale brown lower surface; and all species with gyrophoric acid, such as P. borreri (Sm.) Turn. (P. pseudoborreri Asah.) and P. borrerina NyL, have a jet-black lower surface. Those with fatty acids have either a pale (e.g., P. bolliana Mull. Arg. and P. canalicidata Lynge) or a black lower surface (e.g., P. appalachensis Culb. and P. microsticta Mull. Arg.) (cf. Culberson, 1962). 2. Section Irregulares (Vain.) Vain. (1923, p. 34) Section Hypotrachyna * Irregularis Vain. (1890, p. 38). Section Reticulatae Du Rietz (1924b, p. 331). Lectotype species: Parmelia reticulata Tayl. Section Hypotrachyna subsection Irregulares (Vain.) Gyel. (1932, p. 224). Section Hypotrachyna subsection Irregulares (Vain.) Hillm. (1934, p. 188). Superfluous combination. Type species: Parmelia cetrata Ach. Thallus loosely adnate; lobes subirregular, usually broad and rotund ; upper cortex reticulately maculate and at maturity reticulately fissured to the margins; lower surface black, the rhizines simple or at maturity squarrosely branched. Apothecia more or less substipitate, the disc perforate or imperforate, Vainio first proposed Irregulares in 1890 as a group name under section Hypotrachyna without a designated rank. The obvious lecto- type is Parmelia cetrata Ach. He proposed two other groups of equivalent rank, Cyclocheila (lectotype P. amazonica Nyl.) and Sublinearis (lectotype P. brasiliana Nyl.). These three groups were separated by subtle and overlapping differences in lobe configuration and presence of rhizines, papillae, or a narrow bare zone below along the margins. No lichenologist has successfully employed this classi- fication and most recent workers in fact have rejected it (cf. Asahina, 1952; Maas Geesteranus,1947). Almost all lichenologists except Rasanen (1943), however, have overlooked the fact that Vainio radically revised his own classification in a study of Philippine lichens (1923). He eliminated section Hypotrachyna and proposed in its place two sections, section Irregu- lares (including the former Cyclocheila and Irregularis) and section SvMineares. This realignment more or less successfully circumvented the difficulties of his former classification by recognizing only two general types of lobe configuration, subirregular and apically rotund and sublinear and truncate. Du Rietz* section Reticulatae was set up parallel with section Hypotrachyna Vain, and section Amphigymnia Vain. Du Rietz based 130 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM the section not only on P. cetrata and P. reticulata but also on P. perforate, (Jacq.) Ach., which is heavily maculate but lacks reticulate fissures. If P. perforate, is excluded and placed in subgenus Am- phigymnia, section Reticnlatae corresponds exactly with section Irregvlares. This small section is close to Amphigymnia in lobation, but the lower surface is usually rhizinate or papillate to the margins. Fur- thermore, the rhizines are squarrosely branched at maturity, whereas the rhizines of Amphigymnia species are always simple and often sparse. There are about ten species in section Irregvlares, some very widely distributed in temperate and subtropical areas. The com- monly collected species are P. bedansae Mull. Arg., P. cetrata Ach., P. homotoma Nyl., P. macrocarpoides Vain., P. pilosa Stein., P. retievlata Tayl., and P, subisidiosa (Mull. Arg.) Dodge. 3. Section Imbricaria (Schreb.) Fr. (1825, p. 242) Lichen sect. Imbricaria Schreb. (1791, p. 767). Lectotype species: Parmelia tiliacea (Hoffm.) Ach. Thallus adnate; lobes sublinear to subirregular, the margins ciliate or bulbate-ciliate; lower surface black or brown, the rhizines simple or branched. Apothecia adnate, the exciple frequently coronate. Section Imbricaria was first proposed by Schreb er under the genus Lichen and characterized as follows: "Syn. Squamaria Hoffm. Frondes subfoliaceae, membranaceae, imbricatae, depressae, flexiles. Fr. scutellae." Squamaria is a genus set up by Hoffmann to accommodate the species now recognized as Cetraria pinastri (Scop.) Rohl. and C. juniperina (L.) Ach. Although Schreber cites only the Hoffmann name, we are not obliged to use it in typifying Imbricaria. It seems more appropriate to retain Imbricaria in the sense that it was so commonly used in the 19th century, that is, for the narrow lobed species of Parmelia. Acharius (1794) was the first to adopt Schreber's name and included under it species now classified in the genera Physcia, Parmeliopsis, Xanthoria, and Parmelia. Of these, Parmelia tiliacea is the most suitable choice as a lectotype for section Imbricaria. Section Imbricaria may be divided into two subsections, Imbricaria and Bicornutae (p. 135), on the basis of whether marginal cilia or marginal bulbate cilia are present. Subsection Imbricaria Subsection Myeloekroa As&h. (1952, p. 74). Lectotype species: Parmelia aurulcnta Tuck. Thallus with simple marginal cilia, bulbate cilia lacking; lower surface usually black, the rhizines simple or sparsely branched or rarely squarrosely branched. Apothecia adnate, ecoronate. HALE & KTJROKAWA—SUBGENUS PARMELIA 131 In his study of the Japanese Parmelias, Asahina (1952) divided section Hypotrachyna Vain, into two subsections, Myeloehroa (pig- ments present in the medulla) and Mydohuca, (medulla white). We have already reduced subsection Myeloleuca to synonymy under sub- section Parmelia. The six pigmented species that Asahina included in subsection Myeloehroa are all related to P. aurulenta Tuck. They all also have marginal cilia, a character that we consider to be of basic importance in classification. As far as we have been able to determine, medullary pigments have no value above the species level. Actually there are a number of pigmented species outside of Japan, unknown to Asahina at the time (e.g., P. isidiocera Nyl. and P. sil- vatica Lynge), which have branched rhizines and lack cilia and are classified below in section Hypotrachyna. Subsection Imbricaria is a rather heterogeneous group of 33 species widely distributed in temperate and subtropical regions. The well- known species P. dissecta Nyl., P. quercina (Willd.) Vain., and P. tUiacea (Hoffm.) Ach. belong here. The distribution of chemical sub- stances is very similar to subsection Bicornutae (cf. table 1) and the almost complete absence of sorediate species is similar. There seems to be no further natural subdivision of the subsection. Key to Species in Subsection Imbricaria 1. Thallus isidiate or isidiate-Iobulate. 2. Isidia tabulate at maturity, dorsi ventral. 3. Medulla C+ rose (gyrophoric acid) ... 2. P. spathulata Kurokawa 3. Medulla C—, KC+ rose (unknown) P. horrescens Tayl. 2. Thallus isidiate, the isidia cylindrical. 4. Medulla pigmented yellow orange, K—. 5. Upper surface distinctly maculate P perisidians Nyl. 5. Upper surface not maculate. 6. Thallus saxicolous; lobes sublinear, 1.0-1.5 mm. wide, P. obsessa Ach. 6. Thallus corticolous; lobes subrotund, 2-5 mm. wide. P. lindmannii Lynge 4. Medulla white. 7. Medulla K+ yellow or red, C—. 8. Medulla K+ persistent yellow; stictic acid present. P. internexa Nyl. 8. Medulla K+ yellow turning red. 9. Norstictic acid present; tropical America . . . P. antillensis Nyl. 9. Salacinic acid present; Old World. 10. Lobes subrotund, the marginal cilia short. P. wallichiana Tayl. 10. Lobes sublinear, the marginal cilia often 1-3 mm. long. P. usambarensis Stein. & Zahlbr. 7. Medulla K—, C+ rose or red or C—. 11. Medulla C— P. ilsomao Asah. 11. Medulla C+ rose or red. 132 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM 12. Cortex strongly maculate; medulla C+ red (lecanoric acid). P. tiliacea (Hoffm.) Ach. 12, Cortex weakly maculate or e maculate; medulla C+ rose (gyro- phoric acid). 13. Lobes subrotund, 2-5 mm, wide. 1. P. melanochaeta Kurokawa 13. Lobes sublinear, 1-2 mm. wide P. dissecta Nyl. 1. Thallus lacking isidia or lobules. 14. Thallus pustulate; soredia scarcely if at all developed. 15. Medulla white 3. P. subfatiscens Kurokawa 15. Medulla pale yellow or orange yellow. 16. Lobes 1-2 mm. wide; pustules fine, not sorediate; medulla C-f rose (gyrophoric acid) P. spumosa Asah. 16. Lobes 2-4 mm. wide; pustules coarsely sorediate; medulla C—. P. aurulenta Tuck. 14. Thallus lacking pustules. 17. Thallus sorediate. 18. Medulla yellow orange P, aurulenta Tuck, 18. Medulla white. 19. Thallus yellowish green (usnic acid) P. nylanderi Lynge 19. Thallus mineral gray (usnic acid lacking). 20. Soredia subterminal; moniliform cells in the medulla. P. metarevoluta Asah. 20. Soredia laminal; moniliform cells lacking ... P. muelleri Vain. 17. Thallus lacking soredia. 21. Thallus pale brown below P. vergiformis Kremplh. 21. Thallus jet black below. 22. Medulla white (even under the apothecia). 23. Medulla C+ blood red (lecanoric acid). 24. Lobes about 1 mm. wide P. pruinata Miill. Arg. 24. Lobes 2-5 mm. wide, 25. Thallus strongly maculate; apothecia with retrorse rhi- zines . P. carporrhizans Tayl. 25. Thallus weakly maculate; retrorse rhizines lacking. P. quercina (Willd.) Vain. 23. Medulla C—, P-f orange red. 26. Medulla K—, P+ (protocetraric acid). P. michauxiana Zahlbr. 26. Medulla K+ red. 27. Thallus fragile, the cortex flaking off; spores 7-8 ju long; norstictic acid present P.phlyctinaHale 27. Thallus coriaceous, the cortex firm; spores 20-28 long; salacinic acid present P. mutata Vain, 22, Medulla yellow or yellow orange (especially under the apothecia). 28. Pigment K+ purple P. denegans Nyl. 28. Pigment K— or K+ more deeply yellow. 29. Lobes sublinear, 0.5-1.5 mm. wide. 30. Medulla P+reddish (unknown); thallus firm. P. gaLblna Ach. 30. Medulla P—; thallus fragile. P. xantholepis Mont. & v.d. Bosch. 29. Lobes subrotund, 3-6 mm. wide. HALE & KUROKAWA—SUB GENUS PARMELIA 133 31. Upper cortex without maculae; apothecia numerous; Mexi- co F. immiscena Nyl. 31. Upper cortex more or less distinctly maculate; Asia. 32. Cortex fragile, flaking off . . . P. entotheiochroa Hue 32, Cortex continuous, firm. 33. Spores 7-12 ft long . 33. Spores 13-17 p long . P. subaurulenta Nyl. . P. homogenes Nyl. 1. Parmelia melanochaeta Kurokawa, sp. no v. PLATE 3 Thallus laxe adnatus, olivacco-albicans, 4-7 cm. latus, lobis ir- regularibus vel sublinearibus, subrotundatis, 2-6 mm. latis, margine crenatis, cilia tis, sup erne albomaculatus, isidiatus, subtus niger, rhizinosus, rhizinis nigris, simplicibus. Apothecia adnata vel sub- stipitata, 1-3 mm, diametro; hymenium 80-90 p altum; sporae 8-10X13-15 p. Thallus loosely attached to bark, turning olive buff or cream buff (R) in the herbarium, 4-7 cm. in diameter; lobes irregularly branched, irregular to sublinear, 2-6 mm. wide, 110-150 fi thick, the margins crenate, ciliate, the cilia mostly simple, coarse, 1-2 mm. long (cf. pi. 1); upper surface shiny, rather distinctly white-maculate, moderately to densely isidiate, the isidia thin, cylindrical, often branched and with black spinules or short cilia; medulla white; undersurface black, dark brown in a rather wide zone near the tips, moderately rhizinate, the rhizines black to blackish brown, simple. Apothecia adnate to sub- stipitate, 1-3 mm. in diameter, amphithecium isidiate, spinulate, disc vandyke brown (R); hymenium 80-90 high; spores 8-10X13-15 n. Reactions: Thallus K+ yellow; medulla K—, C-J- rose, KC+ red, P—, atranorine and gyrophoric acid present. Type in the Naturhistoriska Riksmuseet, Stockholm, collected at Santa Anna da Chapada, Ma to Grosso, Brazil, Jan. 18, 1894, by G. A. Malme (no. 2243; isotype in US). This is an unusual species that could be mistaken for P. dissecta Nyl, In fact, Lynge identified the same material as P. minarum Vain., a synonym of P. dissecta (cf. Hale, 1960). Although the chemistry of the two species is identical, P. melanochaeta is much larger and loosely attached and has broad rotund lobes. It seems to be common in southern Brazil and adjacent Paraguay. Additional specimens examined: Brazil: Buriti, Cerra da Chapada, Malme 2243, 2397B (S); Corumb&, Mato Grosso, Malme, August 1894 (S). Paraguay: Gran Chaco, Malme, Sept. 14, 1893 (S); Colonia Risso, Malme 1802 Aa*, 1862 Ba*, 1911 Ba (S). 2. Parmelia spathulata Kurokawa, sp. nov. Thallus adnatus, corticola, olivaceo-albicans, 2-5 cm. diametro, lobis sublinearibus, plus minusve imbricatis, 1-3 mm. latis, margine dissectis, superne sparse ciliatis, nitidus, emaculatus, isidiato-lobulatus, 134 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM lobulis dorsiventralibus, apice dilatatis, subtus niger, rhizinosus, rhizinis nigris, sparse ramosis. Apothecia ignota. Thallus adnate, growing over mosses on bark, pale glaucous green (R), 2-5 cm. in diameter; lobes irregularly branched, subimbricate, 1-3 mm. wide, 90-130 p thick, the margins sparsely ciliate, dissected; upper surface shiny, without maculae, covered with numerous small isidioid lobules, the lobules dorsiventral, subascending, often branched and dilatated towards the apices; medulla white; undersurface black, rhizinate, the rhizines black, shiny, simple to sparsely branched. Apothecia not seen. Reactions: Thallus K+ yellow; medulla K—, C+ rose, EG-}- red, P—, atranorine and gyrophoric acid present. Type in the Botanical Museum, Lund University, collected north- west of Tea-room, Skeleton Gorge, Wynberg, Cape Province, Union of South Africa, July 18, 1953, by Ove Almborn (no. 305; isotype in US). This species is characterized by having numerous spathulate lobules and simple to sparsely branched rhizines. It is closely related to P. dissecta Nyl., which has similar chemistry but cylindrical isidia rather than lobules. Parmelia spathulata is apparently restricted to South Africa. Additional specimens examined: Union of South Africa: Polela Forest, Polela, Natal, Almborn 9516 (LD, US); Kirstenbosch, Cape Province, Arnell 437 (LD). 3, Parmelia gubfatiscens Kurokawa, sp. nov. Thallus adnatus, albido-cinerascens, 4-7 cm, latus, lobis subline- aribus, 0.5-1.5 mm. latis, margine ciliatis, sup erne planus, emaculatus, pustulatus, subtus niger, dense rhizinosus, rhizinis nigris, simplicibus. Apothecia adnata, 1.5-4.0 mm. diametro; hymenium 60-75 altum; sporae 8-9X12-14 /*. Thallus adnate on bark, pale olive gray to light mineral gray (R), 4-7 cm. in diameter; lobes dichotomously or irregularly branched, sublinear-elongate, 0.5-1.5 mm. wide, 80-100 ja thick, the margins crenate, ciliate, the cilia black, simple, 0.5-1.0 mm. long; upper surface plane and smooth, shiny, not maculate, pustulate, the pustules not becoming sorediate, often ciliate; medulla white; undersurface black, densely rhizinate, the rhizines black, simple, about 1.0 mm. long. Apothecia adnate, 1.5-4.0 mm. in diameter, margins smooth, disc clove brown (R), radially split; hymenium 60-75 n high; spores 8-9 X12-14 p. Reactions: Thallus K+ yellow; medulla K—, C—, KC+ rose, P—, atranorine and an unknown KC+ substance present. Type in the Botanical Museum, Lund University, collected at Punch Bowl Inn, north of Louis Trichardt, Zoutpansberg, Transvaal, 135 Union of South Africa, Oct. 10, 1953, by Ove Almborn (no. 6443; isotype in US). This species is very close to P. dissecta Nyl. but it is distinctly pustulate rather than isidiate and the medulla is C—, whereas P. dissecta is C+ rose (gyrophoric acid). The pustules are similar to those of P. spumosa Asah., a smaller species with a pale yellow medulla and gyrophoric acid. Parmelia subfatiscens has the same West Indies-Africa distribution characteristic of P. ezsplendens Hale, P. suffixa Stirt., and P. ventricosa Hale & Kurokawa. Additional specimens examined: Jamaica: Blue Mountains: North slope below Corn Puss, Imshaug 14550 (MSC); New Haven Gap, Imshaug 15137 (MSC, US). Union of South Africa: Natal: Bosch- fontein Forest, Lions River Distr., Almborn 8717 (LD); Transvaal: Forest Drive from Houtbosch to Tzaneen, Pietersburg, Almborn 6797 (LD); Cape Province: Deepwalls, Knysna, Almborn 3433 (LD). Subsection Bicornutae (Lynge) Hale & Kurokawa, comb. nov. Section Bicornvia Lynge (1913, p. 17). Type species: P. semilunata Lynge. Subgenus Bicornuta (Lynge) Gyel. (1932, p. 219). Thallus with marginal bulbate cilia; lower surface black or brown, the rhizines simple or branched. Apothecia frequently coronate. Lynge first proposed section Bicornuta on the basis of two species, P. semUunata and P. schiffneri Zahlbr., both of which have peculiar bicornute spores. As a matter of fact, there is apparently only one other species in Parmelia with such spores, P. bieomuta Mtill. Arg. However, these species also have marginal bulbate cilia, one of the most fundamental characters that we have found in subgenus Parmelia Normally ciliate species (subsection Imbriearia) appear to be closely related in chemistry (see table 1). This subsection of 46 primarily tropical species may be further subdivided into two series, based on the presence or absence of usnic acid, as follows: Series Bicornutae Thallus mineral gray; usnic acid lacking. Series Relicinae Hale & Kurokawa, ser, nov. Thallus stramineus vel viridiflavicans, acidum usnicum continens. Type species: Parmelia relicina Fr. When the bulbate-ciliate species are divided on the presence or absence of usnic acid, there is significant geographical correlation. In the series Bicornulae seven of the nine species with salacinic acid occur only in Africa. Of the nine C+ species, six are restricted to tropical America. Among the remaining species, five occur only in South America, two in Africa, one in America-Africa, and one 722-891—64 2 136 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM in Asia. In other words, the species in this series are most common in Africa and South America. In the series Relicinae there are no species at all in Africa. Thirteen occur only in southeastern Asia and Australia, two in tropical America and the Pacific, two in tropical America only, and one in America- Asia, This series then shows very strong representation in south- eastern Asia. Key to Species in Subsection Bicornutae Series Bicornutae 1. Thallus isidiate or lobulate-isidiate. 2. Lower surface pale brown. 3. Medulla K+ red (salacinic acid). 4. Thallus large, the lobes 2-5 mm. wide; upper surface not distinctly maculate P. tsidiza Nyl. 4. Thallus smaller, the lobes 1.0-2.5 mm. wide; upper surface distinctly maculate P. subglandulifera Hue 3, Medulla K—, C+ rose (gyrophoric acid) P. acortella Nyl, 2. Lower surface jet black. 5. Isidia becoming dorsiventral, lobulate; medulla C+ rose (gyrophoric acid), 6. Apothecia ecoronate P, suffixa Stirt. 6. Apothecia coronate P. fungicola Lynge 5. Isidia normal, cylindrical. 7. Medulla K+ red. 8. Norstictic acid present 6. P. ventricosa Hale & Kurokawa 8. Salacinic acid present. 9. Plants saxicolous 4. P. decurtata Kurokawa 9. Plants corticolous P. tabacina Mont. & v. d. Bosch. 7. Medulla K-. 10. Medulla C—, KC-f red (unknown present). 2. P. apophysata Hale & Kurokawa 10. Medulla C + rose or red. 11. Medulla 0+ deep red (lecanoric acid) ... P. laevigatula Nyl. 11. Medulla C+ rose (gyrophoric acid). 12. Thallus tightly adnate, the lobes 0.5-1.0 mm. wide; Asia. P. subdissecta Nyl. 12. Thallus loosely adnate, the lobes 1.0-3.0 mm. wide; tropical America P. papyrina F£e 1. Thallus without isidia. 13. Lower surface pale brown. 14. Apothecia coronate; norstictic acid present . P. subcoronata Mull. Arg. 14. Apothecia ecoronate; salacinic acid present. 15. Upper surface distinctly maculate P, hypocraea Vain. 15. Upper surface dull, not maculate, 16. Thallus small, the lobes 0.7-2.0 mm. wide; South America. P continua Lynge 16. Thallus medium sized, the lobes 2.0-5.0 mm. wide; Asia. P. setschwanensia Zahlbr. 13. Lower surface Jet black. 17. Medulla K+ red (salacinic acid). HALE & KUROKAWA—SUBGENUS PARMELIA 137 18. Upper surface coarsely pustulate, pustules breaking open, esorediate. 5. P. puBtulata Hale IS. Upper surface smooth, pustules lacking. 19. Spores 7-9 » long; Africa ... P. sensibilis Stein, & Zahlbr. 19. Spores 14-19 p long; eastern Asia ... P. meizospora (Nyl.) Nyl. 17. Medulla K—. 20. Medulla C—. 21. Thallus adnate, the lobes 1-2 mm. wide. 22. Thallus coriaceous; bulbate cilia conspicuous; India. 3. P. bulbochaeta Hale 22. Thallus fragile; bulbate cilia small; South America. P, viridescens Lynge 21. Thallus appressed, the lobes less than 1 mm. wide. 23. Lobes 0.3-1.0 mm. wide; spores elliptical. 1. P affixa Hale & Kurokawa 23. Lobes 0.1-0.2 mm. wide; spores bicornute. 24. Spores 4-5 (i long P. schiflneri Zahlbr. 24. Spores 15-20 /i long P. semilunata Lynge 20. Medulla C+ rose or red. 25. Medulla C+ deep red (leeanoric acid). 26. Spores bicornute P. bicomuta Mull. Arg. 26. Spores elliptical P. confoederata Culb. 25. Medulla C+ rose (gyrophoric acid). 27, Apothecia coronate; upper cortex without maculae P. coronata F6e 27. Apothecia ecoronate; upper cortex distinctly maculate. P, atrichella Nyl. 1. Parmelia affixa Hale & Kurokawa, stat. et nom. nov. Parmelia coronata F6e var. denudata Vain, in Welw. Cat. Afr. Pl. 2, no. 2:401. 1901. Type collection: Morro de Lopollo, Huilla, Angola, Welwitsch 33 (TUR, holotype; BMt isotype). Thallus very closely adnate on bark, turning olive buff to tea green in the herbarium, about 3 cm. in diameter; lobes dichotomously branched, sublinear-clongate, 0.3-1.0 mm. wide, 70-90 p thick, the margins more or less crenatc, with dense bulbate cilia; upper surface plane, shiny, emaculate, cracked on older lobes, isidia and soredia lacking; medulla white; undersurface black, densely rhizinate, rhi- zines black, shiny, simple. Apothecia numerous, adnate, 0.5-1-5 mm. in diameter, exciple smooth to crenate, coronate, the base retrorsely rhizinate; hymenium 40-50 ju. high; spores 4-5X8-10 p, episporium 1 ;u thick. Reactions: ThallusK-f yellow; medullaK—, C—, KC+ rose, P—, atranorine and a KC+ rose unknown substance (not further identified because of paucity of material). The name Parmelia denudata has already been used by Hampe (Linnaea 17:121. 1843) for a species now recognized as Everniopsis trvlla (Ach.) Nyl. Parmelia affixa is a small easily overlooked species that is probably more common than suspected in southwest Africa. It is one of the few coronate species in Africa. 138 CONTRIBUTIONS FROM THE NATIONAL HERBARIUM Additional specimen examined: Africa: 10 km, north of S& da Bandeira, Huila, Angola, Degelius, Mar. 2, 1960 (DEGEL, US). 2. Parmelia apophysata Hale & Kurokawa, sp. nov. Thallus arete adnatus, cortieola, albido-olivascens, 3-6 cm. dia- metro, lobis sublinearibus, 0.7-1.5 mm. latis 90-130 jjl crassis, margine bulbato-ciliatis, superne nitidus, isidiatus, isidiis cylindricis, subtus niger, rhizinosus, rhizinis dichotome ramosis. Apothecia ignota. Thallus closely adnate on bark, turning light olive buff in the her- barium, 3-6 cm. in diameter; lobes sublinear-elongate, more or less dichotomously branched, 0.7-1.5 mm. wide, 90-130 n thick, the margins densely bulbatc-ciliate; upper surface plane, shiny, sometimes faintly maculate, often irregularly cracked on older lobes, sparsely to moderately isidiate, isidia simple, cylindrical, less than 0.3 mm. high; undersurface black, with a broad pale brown zone near the tips of lobes, short rhizinate, rhizinesj pale to black, shiny, densely branched. Apothecia unknown. Reactions: Thallus K+ yellow; medulla K—, C—, KC+ reddish, P—, atranorine and an unknown KC+ substance (near alectoronic acid?) present. Type in the U.S. National Herbarium, collected on mangrove tree in pine barrens, vicinity of Piedra Blanca, La Vega, Dominican Republic, Oct. 14, 1947, by II. A, Allard (no. 16073). Parmelia apophysata is characterized by having a medium-sized thallus, simple cylindrical isidia, bulbate cilia and branched rhizines, and faintly maculate lobes. The unknown KC+ substance is notice- ably fluorescent in ultraviolet light. This species resembles P. sub- dissecta Nyl., which has more adnate smaller lobes and a C+ pale-red reaction caused by gyrophoric acid, Parmelia apophysata is known only from the type collection but it is certain to be found in other collections from tropical America. 3* Parmelia bulbochaeta Hale, sp. nov. Plate 1 Thallus adnatus vel laxe adnatus, albido-cinerascens, coriaceus, 4-8 cm. diametro, lobis sublinearibus, 1.5-2.5 mm. latis, margine bulbato-ciliatis, superne plan us, nitidus, emaculatus, isidiis sorediisque destitutus, subtus nigricans, dense rhizinosus, rhizinis nigricantibus, dichotome ramosis. Apothecia adnata, coronata, 2-3 mm. diametro; hymenium 40-50 n altum; sporae 4X5 p. Thallus adnate to loosely adnate, dark mineral gray, coriaceous, 4-8 cm. in diameter; lobes sublinear, 1.5-2.5 mm. wide, 160-210 m thick, the margins entire, conspicuously bulbate-ciliate, bulbules with simple or branched apical cilia; upper surface plane, shiny, without maculae, usually heavily pyenidiate, soredia and isidia lacking; medulla white, dense; undersurface black, becoming brown at the HALE ns■ uUnf Pdrun'Iiii iiurultuiii I utk> ( 10). 2. Rui Lculau: upptT curicx nl l\irw?hti rrtuuhita *1 X (,■ ]0). M^vinal cilia < Par^irlia mrlittlerhii?hi k un >k;i vva ( 4. KffijniraU1 pscudt f> ],luilknj ' I /Vnj.v/^z stixiitih* (L.) Acii. ( ■ 5, I'souJoeypiiclkiL- nh L /'(■;/*^rV/f/ Ki::1 :-.;ivv^ (.!:'■]■ 'y[ t\ Ju.'.-rr. "'>Vv LI), ■ J). J, pit-lit- u')iens kmuk;i w a l)r_rl: i-h KK l-\ DkCihL ?)< x f\trft;i'!iti ijckrohft-s k in ("kaw;i (liolonpL-, .Hwh^ru I.I), .-,2). 4. Punnrhu lvin>kuwa (is"»t\pi\ Ih'iyltti.i, I'ch. \ I ) I IX ,L 2). ?. Ptirjiului lonuiti kurnk;ivv;t (hil. ,[.v po. ^Uniyrt: 4-S05, LI), CONTR. NAT HLRD VOL 36 HALF A KUI^OKAWA PLATE 5 -J - L Ldv->-,'\'i I I.hIt (:-.'4i? f)e\>y:ru.. I'i !\ I )l (11 I2, Piirnutia {{naptyihi'tide's kun>kaua (1 n >1>[) |-r, 1 T, \1SC\ ■ I ^ i), v PurihtTid virgin'wa I laic (li-1]'!■ y [^\ Halt- IS. -.2), L l^.inKCiiti nV'.'.v/Ai Male Cv K ^: ■ k;i vv a (li< •]■■ [y jr, Mt CuHa ,7;;7Ut I S, , . 2). CONTR. NAT HERB. VOL. 36 HALF ft KUROKAWA PLATE 6 *+ i 4 t 'ha L Parwslid yryludes kur^knwa (:s<''y; Ta-yi dn\ May l'-^A L'S, / 1), 2. Parmt Unearxluha kurnkawa ( h< ^ > pr, // ,■■.'/>, >rr ^47:% MSC, X2). A Parmriui rxp^rrfftd Kin-i- kaw.j (huf. ■:ypi*, HaU 20722. I S, I). 4. Parmclnt prohtuvata Kui'nkaua (lii.i|titypc\ li tl- tunMSC, X4). CONTR NAT. HERB. VOL. 36 HALE a KLJROKAWA PLATE 7 k J i i > * * v 2r i. P(irmt?l\a m.*-ifnliti Kinok:i\v;j. (del ail showing Mmlcs) (lit >]ui y\h*, 23430, MSC, *-.2), 2 kumkawa (is<>iyp<\ llara, May M), llW)} I >' [)- 3. /■/>£* Knp»ka\i';i (holni yfu\ t-f/mh(jrn V i 74, 1,1), /' 1). 4. Ptiruif/iii itifirtfwi Kurokawa (isinypc, Hard, Apr. 12. IVN), I S, ';■ 2). CONTR. NAT. HERB. VOL, 36 HALE 8c KUROKAWA PLATES / © I. Parmelia fiavovirens Kurokaua (huli>i.ypc, Sanies sou 5^1* S, X I1 *)■ 2. ParmeHa densirhiunata Kurokawa {Imluiype, S* inlander, Dec. 5 12. I S, / :/4). v ParmeUti %igds Kiintkawa (liol[)typof Jristr K70, I S, 1). CONTR. NAT. HERB, VOL, 3G HALE fit KUROKAWA PLATE 9 1. kunikawa (li< »li >1 ypi\ \I(i^dt'fraa nS 1, M, ■ I). 2. ^arftw/ia rTtrrt>pu '' u!ik t l V- 1L - j \vu (11> ■ I■■ ■' y 1i>;y< 2 2 2 / M SC, - I), \ i\tr>rtr!ia //\v, ph y/A; k in' a (i;. Jh>;h-rr f |J). ■ < 4). j !\irh:r!iii .uiid, ir.iirrti llnlr (■ ]-.*; \ ;v. Rapp M;n c!i 1^2% L S, ]).