espinhos e variegacao
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Journal of Theoretical Biology 224 (2003) 483489
Why do some thorny plants resemble green zebras?
Simcha Lev-Yadun*
Department of Biology, Faculty of Science and Science Education, University of Haifa, Oranim, Tivon 36006, Israel
Received 28 April 2002; received in revised form 1 May 2003; accepted 7 May 2003
Abstract
The rosette and cauline leaves of the highly thorny winter annual plant species of the Asteraceae in Israel ( Silybum marianum)
resemble green zebras. The widths of typical variegation bands were measured and found to be highly correlated with leaf length,
length of the longest spines at leaf margins and the number of spines along leaf circumference. Thus, there is a significant correlationbetween the spinyness and strength of variegation. I propose that this is a special case of aposematic (warning) coloration.
r 2003 Elsevier Ltd. All rights reserved.
Keywords: Aposematic coloration; Herbivory; Silybum marianum; Thorns; Zebra
1. Introduction
Aposematic coloration in animals is well known.
Until recently (Lev-Yadun, 2001), aposematic colora-
tion in plants has received only marginal, scant
attention, and only a handful of studies have discussedit (Hinton, 1973;Harper, 1977;Wiens, 1978;Rothschild,
1980; Williamson, 1982; Knight and Siegfried, 1983;
Smith, 1986; Lee et al., 1987; Givnish, 1990; Archetti,
2000). Several of these authors (Knight and Siegfried,
1983; Smith, 1986; Lee et al., 1987; Archetti, 2000)
rejected the idea that this phenomenon could occur in
plants. Hinton (1973) briefly proposed that the bright
colors of flowers are aposematic. Because flowers of
some species are known to be poisonous to animals, the
poisonous species are probably aposematic, whereas the
others perform Batesian mimicry (Hinton, 1973).
Flowers, however, are usually colored as advertisements
for pollinators, and it is difficult to distinguish between
two cooccurring functions of the same coloration.
Harper (1977)in his seminal essay proposed in a single
sentence that the association of unpalatability with
visual signals might have selected much of the large
variation in leaf form, variegation, and other characters.
Harper (1977)also indicated that what we know about
warning coloration comes from predatorprey inter-
actions in which the prey are animals and that botanists
have been reluctant to accept adaptations that are
commonplace for zoologists.Wiens (1978)briefly raised
the question of whether the variegated or mottled
patterns of coloration that characterize plants, particu-
larly leaves, are aposematic, and gave several examplesof poisonous plant parts with bright colors. Moreover,
Wiens (1978) proposed that unprotected plants might
mimic the variegated patterns. Rothschild (1980) pro-
posed that in certain poisonous plant species carote-
noids might serve in aposematic coloration.Williamson
(1982) proposed that brightly colored (red or red and
black) seeds lacking an arillate or fleshy reward (e.g.
Erythrina, Ormosiaand Abrus) might be aposematically
colored to warn seed eaters of their toxicity.Knight and
Siegfried (1983) raised the question of whether green
fruit signals unpalatability and proposed that green does
not provide enough contrast to be aposematic. Smith
(1986) hypothesized that leaf variegation may be
aposematic but concluded that, for the vine species
(Byttneria aculeata) he studied, the variegation was
related to herbivory, mimicking leaf mining damage.
AlthoughSmith (1986) rejected the aposematic hypoth-
esis, he gave a clear and detailed formulation of the
aposematic hypothesis for plants: The benefits to
the plant of chemical defense against herbivores would
be greater if herbivores avoided such plants altogether,
rather than testing leaves for palatability, and so causing
some damage. A distinct leaf color pattern linked
with chemical defense might function in this way.
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*Corresponding author. Tel.: +972-4-983-8827; fax: +972-4-983-
2167.
E-mail address: [email protected] (S. Lev-Yadun).
0022-5193/03/$ - see front matter r 2003 Elsevier Ltd. All rights reserved.
doi:10.1016/S0022-5193(03)00196-6
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Polymorphism for leaf color should then coincide with
polymorphisms for chemical defense. M.ullerian and
Batesian mimicry could result in evolution of similar
patterns of variegation, with or without associated
toxicity, among other species which have herbivore
species in common with the model species (Smith,
1986, p. 284).Givnish (1990)noted thatSmiths (1986)rejected hypothesis regarding the aposematic value of
leaf variegation should also be considered. Lee et al.
(1987)concluded that anthocyanins in developing leaves
of mango and cacao are not aposematic. Olfactory
aposematism in poisonous plants was also proposed
(Eisner and Grant, 1981; Launchbaugh and Provenza,
1993).
White variegation is known in many plant species. It
was proposed that variegation has several functions that
can compensate for the reduced photosynthetic ability
of white tissues (Allen and Knill, 1991).Morgan (1971)
showed that variegated leaves appeared in Hydro-
phyllum appendiculatum under open spring canopy,
whereas under closed canopy, when light is low, solid-
colored leaves are formed. Cahn and Harper (1976a)
showed that the frequency of variegated leaves in
Trifolium repens decreased with increasing grass length
and concluded that this was related to grazing. More-
over, in a field experiment with rumen fistulated sheep
that enabled sampling of what was grazed, they found
that unmarked leaves were clearly preferred over
marked ones (Cahn and Harper, 1976b). Smith (1977)
gave evidence that albino seedlings of Phyllostachys
bambusoides can confer a competitive advantage to
green siblings over inter-specific competitors. Niemelet al. (1984) showed that in variegated leaves of Acer
pseudoplatanus insect herbivores had favored white
areas over mixed and green areas. This preference
correlated well with the chemical properties of white
areas that contained more nutrients and less phenolics.
Smith (1986)showed that in B. aculeata the variegated
morph is more common in open habitats. Givnish
(1990), who has published the most comprehensive
study on the possible benefits of leaf mottling, proposed
that camouflage from color-blind vertebrate herbivores
was the major selective agent for variegated leaves in
short forest herbs that grow as understory in the flora of
the north-eastern USA
Recently,Lev-Yadun (2001)showed that two types of
conspicuousness of thorns are typical of many plant
species originating from several continents and belong-
ing to various families: (1) colorful thorns and (2) white
spots and stripes associated with thorns in leaves and
stems. Both phenomena predominate the spine system
of the spiniest taxonthe Cactaceae in which about
90% of the species have white markings associated with
the colorful thorns. Similarly, most spines in Agave are
colored and in about 25% of the species there are stripes
along the margins that mark the spines. Dozens ofAloe
species also have colorful thorns and many Aloespecies
have both colorful thorns and white markings. In the
genus Euphorbia, colorful thorns and white or whitish
variegation or white markings associated with thorns
also predominate. It was also proposed that multi-
colored spines have a specific value as they provide more
possibilities that some will be visible to herbivores thatare color blind to a certain sector of the spectrum. A
white signal has a distinct advantage over a colorful one:
color-blind animals can see it, and it is more visible to all
under low illumination. Thus, vegetal aposematic
coloration that communicates between plants and
herbivores about being thorny has been proposed
(Lev-Yadun, 2001).
Here, I show that a very thorny annual rosette species
of the Asteraceae in Israel have white markings that
resemble a zebra. Such a unique and conspicuous
appearance should have a function, which I tried to
determine. The significant correlation between the
conspicuousness of the white variegation and spinyness
enabled the proposition that this is a special case of
vegetal aposematic (warning) coloration that commu-
nicates between plants and herbivores about being
spiny.
2. Materials and methods
Silybum marianum (L.) Gaertner (=Carduus maria-
nus) is a medicinal plant widely used in traditional
European medicine. The information concerning this
plant has recently been reviewed (Morazzoni andBombardelli, 1995) and summarized as follows. The
plant grows in the Mediterranean region, Central
Europe, Central and East Asia, North and South
America and Southern Australia. It is a typical ruderal
plant. Many of the plants form a large rosette in the
early winter, and later, slender stems 20250 cm high
grow from the apex of the rosette. All parts of the plant
are very thorny and the inflorescences have a crown of
thick, strong, ca. 46 cm long and very sharp thorns. Its
name comes from the conspicuous zebra-like appear-
ance of its leaves. According to an old legend, the white
marks on its leaves were formed when Mary nursed
baby Jesus while sitting under this plant and some of her
milk dripped on the leaves and since then the plant has
been variegated. The genus name Silybum derives from
the ancient Greek word sillybon (a pendant) that was
used by Dioscorides almost 2000 years ago. The species
S. marianum is also known as Holy thistle, Marys
thistle or milk thistle (Morazzoni and Bombardelli,
1995). In Israel, the plant grows all over the humid
Mediterranean district and parts of the Negev desert
(Feinbrun-Dothan, 1978) and is eaten by Arab villagers.
The inner parts of young stems and young leaves are
used as green salad. Roots, young leaves and stems are
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eaten cooked after they have been immersed in water for
several hours, the young inflorescence is cooked like
artichoke and eaten, tea substitution is made of dry
leaves and roasted seeds are also eaten (Dafni, 1984).
However, its uses as a food plant are limited, and its
major importance is its uses as a medicinal plant. A
purified extract of the fruits (silymarin) and its majorconstituent (silybin) are used to treat liver diseases
(Morazzoni and Bombardelli, 1995).
The typical width of the white stripes, the length of
zebra-like rosette leaves, the total number of marginal
thorns in a leaf and the length of the largest thorns were
measured in the most common zebra-like plant S.
marianum (L.) Gaertner. Many fully developed cotyle-
dons and 100 fully developed rosette leaves ranging in
length from 2.8 cm (the first rosette leaves in young
rosettes) to 92 cm, each one from a different rosette,
were collected from plants of all sizes from young
seedlings to rosettes that were more than a meter in
diameter. In each leaf, its length, the width of a typical
variegation band and the length of the longest spine
were measured and the total number of spines along its
margins was counted. The continuity of the majority of
variegation was also determined. For statistical analysis
a non-parametric Spearmans correlation (StatMost for
Windows) was used.
3. Results
In the field, the white, large and zebra-like marking
on the upper surface of the rosette leaves (Fig. 1) isconspicuous from several up to dozens of meters
according to leaf size and number of rosettes in a group.
In S. marianum, a very common zebra-like plant, the
ontogeny of the leaves shows a clear positive correlation
between the number and length of thorns along the
margins and the extent of white variegation. The
well-developed green cotyledons have no spines and no
variegation (Fig. 2). The young rosette leaves are flat
and form a two-dimensional thorn system (Figs. 2 and3). When the rosettes grow, the leaves become wavy,
forming a three-dimensional spine system, with a much
more developed variegation (Fig. 4). The wavy large
leaves are much better protected because there are spines
that capture a space, in contrast to the flat spine layer of
the small rosettes. In small, 2.84.0 cm long, rosette
leaves, the white stripes are ca. 1 mm wide and a
considerable proportion of the zebra-like variegation is
not continuous (Fig. 3). There is considerable variability
in the thickness of the white stripes (Figs. 4 and 5), but
in most large, mature plants the white stripes are wider
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Fig. 1. A typical rosette ofS. marianum at mid season, two months
before flowering about 60 cm in diameter, ca. half of its final size. The
white network of stripes on the upper surface gives it a zebra-like
appearance. The larger rosette leaves are not flat and form a three-
dimensional thorn system. Such appearance characterizes three highly
thorny annual rosette species of the Asteraceae common in Israel:
Silybum marianum, N. syriaca and Seolymus maculatus.
Fig. 2. Well-developed green cotyledons that have no spines and no
variegation. The first pair of young rosette leaves, with their typical
thin and non-continuous variegation are also seen. They are flat and
form a two-dimensional thorn system.
Fig. 3. In the first whorls of rosette leaves, when the plants are small,
the white stripes are usually only about 1 mm wide and a considerable
proportion of the variegation is not continuous.
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than 4mm (Fig. 5). In the small rosette leaves, the
longest marginal spines are not longer than 1 mm and
their number per leaf ranges between ca. 25 and 40
(Table 1). These values gradually increase and in the
large rosette leaves of mature plants their length ranges
between ca. 70 and 92 cm, the white stripes are usually
about 56 mm (range 37 mm) wide, and the zebra-like
variegation is continuous (Table 1). The marginal spines
in rosette leaves of all sizes are of various lengths. The
shorter ones are about 1 mm long, whereas the longestmarginal spines are 37 mm long and their length
correlates with the width of the white stripes (Table 1).
The total number of marginal spines in a large leaf
ranges between ca. 1060 and 2225. Although the white
markings are wider when plants are larger, the size of
the leaves increases more than the size of the white
stripes. Still, large variegated rosettes are conspicuous
from a distance of over 10m and are much more
conspicuous than small ones.
There was a strong correlation between rosette leaf
lengths and the widths of the stripes of white variegation
(r 0:81; n 100 p50:001), rosette leaf lengths and
maximal lengths of the spines along the margins
(r 0:83; n 100 p50:001) and rosette leaf lengths
and the number of spines along the margins (r 0:97;
n 100 p50:001). Similarly, the signal (widths of the
stripes of white variegation) and the maximal lengths of
the spines along the margins (r 0:80; n 100
p50:001) and the number of spines along the margins
(r 0:81;n 100p50:001) were also highly correlated.
4. Discussion
Here, I show that thorny leaves in a rosette plantspecies of the Asteraceae are conspicuous because they
have zebra-like white markings. The regular appearance
of white variegation on the rosette leaves of this species
and two other common rosette species of the Asteraceae
(Notobasis syriaca (L.) Cass. and Scolymus maculatus
L.) indicates that such morphology should have an
advantage.
The white marking should have some cost in
resources, in addition to the burden of being conspic-
uous to herbivores. The large white areas on the leaves
should reduce their photosynthetic potential. As the
plants are winter annuals, reducing heat load or excess
solar radiation does not seem to be the selective
advantage for this phenomenon. We must therefore
look for another explanation for this phenomenon.
The fact that in the field, the zebra-like marking of the
annual rosettes is conspicuous from several up to dozens
of meters according to leaf size and number of rosettes
in a group seems on first view to opposeGivnishs (1990)
conclusion that white leaf mottling serves as camouflage.
Givnish (1990), however, studied understory species that
grow in a habitat characterized by a mixture of dark and
light spots, and here, I studied a species of open, well-
illuminated areas, thus there is no contradiction.
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Fig. 4. Wavy, lobed leaves, forming a three-dimensional thorn system
develop when the rosettes continue to grow. The white variegation is
gradually becoming more conspicuous and continuous. Length of leaf
part in figure is 16 cm.
Fig. 5. The typical, several millimeter wide white stripes in a large
rosette leaf of a large plant. Length of leaf part in figure is 16 cm.
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I propose that concerning this issue, white mottling
may act as camouflage in undergrowth in the forest as
proposed by Givnish (1990) and as conspicuous apo-
sematic coloration in open, well-illuminated areas.
Recently, it has been proposed (Lev-Yadun, 2001)
that aposematic (warning) coloration is common in four
thorny taxa (cacti,Agave,AloeandEuphorbia) that have
colorful thorns and white or other marking that
highlights them. I propose that such white markings
have a specific value. When a certain herbivore is color
blind to a certain sector of the spectrum, is color blind
altogether, or when illumination is not strong, white
marking increases the possibility that the aposematic
signal will still be visible. There are good indications that
although many mammalian herbivores have only
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Table 1
Thorns and variegation in the rosette leaves ofS. marianum(each leaf
originated from a different plant
Leaf
number
Length
(mm)
Width (mm) of
typical
variegation line
Length of
largest spines
(mm)
Total number of
spines in leaf
margins
1 28 1* 1 322 28 1* 1 33
3 32 1* 1 37
4 32 1* 1 42
5 37 1* 1 30
6 37 1* 2 34
7 41 1* 2 26
8 42 1* 1 24
9 42 1* 1 42
10 43 1* 2 32
11 43 1* 1 41
12 46 1* 2 33
13 46 1* 1 36
14 47 1* 2 51
15 48 1* 2 36
16 50 1* 2 4617 51 1* 2 35
18 54 1* 2 45
19 62 1* 1 93
20 67 1* 3 59
21 68 2* 2 48
22 70 1* 1 51
23 70 2* 2 65
24 71 1* 1 43
25 74 1* 2 84
26 75 1* 2 40
27 76 2* 2 70
28 84 1* 2 86
29 86 2* 2 80
30 88 2* 2 129
31 90 1* 2 7532 92 2 2 74
33 100 1* 2 90
34 102 1* 2 111
35 103 1* 2 87
36 107 1* 2 111
37 111 1* 3 95
38 115 1* 3 94
39 117 2* 2 117
40 144 3* 2 131
41 152 2* 3 127
42 183 3* 3 149
43 192 3 3 262
44 196 3 3 170
45 200 3 3 146
46 210 2 3 22547 210 4 3 286
48 223 4 3 226
49 230 2* 4 491
50 265 4 4 580
51 266 3 4 310
52 287 5 4 406
53 300 5 3 624
54 317 6 4 557
55 345 3 3 600
56 350 4 2 927
57 360 5 3 574
58 360 3 3 580
59 367 3 3 764
60 370 3 3 840
Table 1 (continued)
Leaf
number
Length
(mm)
Width (mm) of
typical
variegation line
Length of
largest spines
(mm)
Total number of
spines in leaf
margins
61 380 5 3 461
62 391 3* 3 549
63 396 3 3 67264 398 5 3 646
65 403 5 3 715
66 410 3 3 778
67 420 3 3 705
68 434 3* 3 565
69 436 4 3 592
70 446 3 3 526
71 455 3 4 720
72 460 3 3 946
73 480 3 3 770
74 485 2* 2 610
75 510 6 4 869
76 522 3* 4 935
77 523 4 3 704
78 535 4 3 111179 547 4 3 985
80 560 2* 3 855
81 564 3 3 783
82 570 5 5 1051
83 574 2 3 1333
84 604 4 3 886
85 610 5 4 775
86 620 3 3 1175
87 625 2 3 862
88 657 4 3 870
89 660 4 4 926
90 673 3 4 1360
91 675 6 4 1360
92 690 4 3 937
93 710 5 5 144594 755 5 3 1062
95 760 5 4 1685
96 815 5 5 1300
97 853 6 4 1218
98 865 3 4 1890
99 885 7 7 2140
100 920 4 4 2225
*Non-continuous line.
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dichromatic vision, which is a much weaker color vision
ability than human color vision, they can see colors to a
certain extent (Jacobs, 1993;Kelber et al., 2003). In the
last several millennia, the vegetation of the Near East
suffered a continuous impact of grazing. Under such
conditions, thorny plants, which were grazed less than
non-thorny ones became very common (Zohary, 1962,1983). Sheep, goats and cattle are the major grazers,
while horses, donkeys and camels were of secondary
importance (Sasson, 1998). In the past, before the
spread of agriculture and massive human-related im-
pact, wild grazers, such as gazelles, deer, goats, rabbits
and cattle, were probably the common grazers.
The question of honest signaling is important for the
evaluation of the evolutionary consequences of the
conspicuous spines, but determining honesty in biologi-
cal signaling is difficult. The honesty is maintained by
the herbivores that taste the plants. The strong
association of the size of white marking with the size
and number of thorns in the species examined makes it
clear that this plant species is so thorny that it can afford
its consciousness, i.e. the strong signal is honest. My
painful field experience clearly showed me the honesty of
the signal. Every time I sampled large wavy leaves for
measurements I was wounded. Only an insect or a snail
that can move between the spines (or a very hungry large
herbivore) would eat them, but when and where they
grow there are enough non-spiny plants to graze on.
When the rosette leaves dry up in the summer and the
markings are not seen any more, some of the dry
rosettes are eaten by the herds. I propose that grazers
learn to identify these plants. As the season progresses,they become larger, spinier, more conspicuous and
probably suffer less damage if at all. Since most of the
poisonous materials in the plants accumulate in the
seeds, at the end of the life cycle, there seems to be no
chemical aposematism in this case.
When in a certain habitat there is an increase in the
proportion of conspicuous thorny plants, because they
are associated with white marking, for a period long
enough for an evolutionary change, M .ullerian mimicry
may lead to the establishment of defense guilds (see
Waldbauer, 1988). Because there are three zebra-like
plant species in the East Mediterranean region, I
propose that such a defense guild evolved in these
winter annual thorny rosette plants of the Asteraceae
that have white markings that give them the appearance
of green zebras.
The last issue that I wish to discuss is the possibility
that the variegation evolved as a protective mechanism
against insect herbivores. There are two related relevant
hypotheses concerning this issue. The first hypothesis is
that the variegation serves as mimicry of tunnels of flies
belonging to the Agromyzidae. The larvae of flies of
this group eat the photosynthetic tissues in the leaves,
which results in white variegation resembling that of
S. marianum. Thus, the variegation might serve as
mimicry of an already infected leaf to deter female
Agromyzidae flies from laying eggs. The second, related
hypothesis is that such stripes reduce insect landing on
the leaves in general, as was proposed for the evolution
of zebra stripes as defense against tsetse flies (Waage,
1981;Brady and Shereni, 1988;Doku and Brady, 1989;Gibson, 1992). Although the significant correlations of
variegation with thorn number and length presented
here seem to be the major explanation for the evolution
of variegation, some role of protection against insects of
the white variegation should not be ruled out. If the
insect protection hypothesis is also true, the evolution-
ary advantage of zebra-resembling leaf variegation was
two-fold and selected for by both vertebrate and
invertebrate herbivores.
Acknowledgements
I thank Gidi Neeman, Gadi Katzir, Moshe Inbar,
John R.G. Turner and an anonymous reviewer for their
helpful comments on the manuscript.
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