July 26, 2019
Identifying Asteraceae by using keys
I have been learning various Asteraceae using popular guides, but always had the feeling
that there should be some way to systematize this huge group of plants and somehow get
beyond just learning a bunch of unrelated individuals.
I had hoped that learning tribes and subfamilies would help, but it really hasn't.
Part of the problem is that the keys I have available are not set up in terms of
tribes. The other is that whatever you do with these plants, you are going to
have to start taking flowers (or inflorescences) apart and looking at little things
with a hand lens, or better yet with a binocular microscope.
I am fortunate to have a binocular microscope at hand.
This is a big improvement over a hand lens, not just for superior optics
and lighting, but because you have both hands free to use tweezers or
razor blades.
My approach to try to teach myself how to do this is to collect a number of plants
I already know well and then key them out. This is working quite well.
Things you need
- A binocular microscope or hand lens.
- A key (flora) i.e. "Arizona Flora" in my area.
- Some fine tip tweezers.
- Some new sharp single edge razor blades
- A ruler graduated in mm and cm.
- A book to explain plant terms.
My favorite book to learn the plant lingo is the book
"How to Identify Plants" by H.D. Harrington
I am happy to report, this is still available for under $20.
Asteraceae specific terms
- Head - a good word for a single inflorescence.
- Receptacle -- the thing the florets are "mounted" on -- is it bare or have scales, or bristles?
- Bracts on the Receptacle are palea, sometimes called "chaff scales"
(these may come off with the flower, their presence or absence is important).
- The involucre of bracts below the flowers are the phyllaries
- Ray flowers are called "ligulate".
- Heads may be liguliforous (all ray flowers), or radiate (with peripheral ray flowers).
- A zygomorphic floret is a ray flower, an actinomorphic floret is a disc flower.
- The tube is the part of the corolla proximal to the stamen insertion.
- The limb is the part of the corolla distal to the stamen insertion.
(proximal and distal are relative to the base of the flower.)
- What are commonly called achenes are actually cypselae.
- An achene is compressed if it has a long axis parallel to the head radius.
- An achene is dorsiventrally flattened if it has a short axis parallel to the head radius.
- Pappus -- bristles, hairs, or scales at the base of each floret, on top of the achene.
- Bristles and awns have near circular cross section.
- If it is flatter than 1:3 it is a scale.
- If it is less than 50 microns in diameter it is a fine bristle.
- If it is more than 100 microns in diameter it is an awn.
- A scale that ends in an awn is aristate.
- Pistil -- is it two forked, is it shaped like a baseball bat?
- Phyllaries -- how many rows are there?
It may be wise to collect some older flowers, since the keys sometimes ask if petals
are persistent when the flower dries or if they fall off. Also the keys inevitably
ask about the receptacle, so you may as well start by plucking at least part of it bare
to see what is going on with it.
Case studies
Artificial keys versus "Synoptical" keys
Some flora recognize some scheme for Asteraceae tribes and some do not.
Those that do not (such as "Arizona Flora") offer an artificial key.
Some of the major divisions may indeed correspond to tribal divisions,
such as is the case for the Chicory tribe.
The "Manual of the Plants of Colorado" provides both sorts of key for the Asteraceae!
That's the way to do things!
The California Jepson Manual uses an Artificial key, but a natural key has been
published elsewhere (by Strother).
This article is referenced as "Strother 1997, Madrono 44 (1):1-28".
Some searching gives the full title: "synoptical keys to genera of california composites".
Apparently "Madrono" is a journal! Recent issues describe it is a "West American journal of Botany".
Older issues call it the "Journal of the California Botanical Society".
Here is the article abstract:
Synoptical keys are sometimes preferred to artificial keys.
In the synoptical keys provided here, the 207 genera of composites recognized in The Jepson Manual represent 2 of the 3 subfamilies
and 13 of the 16 tribes used in a classification system differing only slightly from that proposed by Bremer in 1994.
Of the 207 genera treated in The Jepson Manual, Heliantheae (incl. Helenieae), as circumscribed here,
includes 78 (distributed among 17 subtribes) and Astereae and Lactuceae have 33 each.
The other ten tribes are represented in The Jepson Manual by 1 to 14 genera each.
The U of A only has full text access for volume 52 and on. The journal in text is available at the herbarium library.
It is interesting because it may be a link between the Asteraceae keys in the Jepson guide and the Asteraceae tribes.
Software driven keys
Interestingly, there are now computer driven keys that have certain advantages over
the usual binary keys in printed media. In particular, the printed keys can get "stuck"
if some attribute of the plant was not observed, whereas the software keys will
at least give a set of candidates that match the criteria that have been given so far.
There are two flavors of these keys, MEKA (multiple entry key algorithm) and
SLIKS. Actually SLIKS may simply be a public implementation of MEKA, but may
require that the data be prepared in a certain way.
Have any comments? Questions?
Drop me a line!
Tom's Plant pages / tom@mmto.org