Botrychium simplex E. Hitchcock (little grapefern) - Colorado Natural ...
Botrychium simplex E. Hitchcock (little grapefern) - Colorado Natural ...
Botrychium simplex E. Hitchcock (little grapefern) - Colorado Natural ...
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<strong>Botrychium</strong> <strong>simplex</strong> E. <strong>Hitchcock</strong><br />
(<strong>little</strong> <strong>grapefern</strong>)<br />
A Technical Conservation Assessment<br />
Prepared for the USDA Forest Service,<br />
Rocky Mountain Region,<br />
Species Conservation Project<br />
May 22, 2006<br />
David G. Anderson<br />
<strong>Colorado</strong> <strong>Natural</strong> Heritage Program<br />
<strong>Colorado</strong> State University<br />
Fort Collins, CO<br />
Peer Review Administered by<br />
Center for Plant Conservation
Anderson, D.G. (2006, May 22). <strong>Botrychium</strong> <strong>simplex</strong> E. <strong>Hitchcock</strong> (<strong>little</strong> <strong>grapefern</strong>): a technical conservation<br />
assessment. [Online]. USDA Forest Service, Rocky Mountain Region. Available: http://www.fs.fed.us/r2/<br />
projects/scp/assessments/botrychium<strong>simplex</strong>.pdf [date of access].<br />
ACKNOWLEDGMENTS<br />
The helpfulness and generosity of many experts, particularly Beth Burkhart, Reed Crook, Don Farrar, Cindy<br />
Johnson-Groh, Annette Miller, Peter Root, Dave Steinmann, Florence Wagner, Jennifer Whipple, and Jennifer<br />
Winther, are gratefully acknowledged. Their interest in the project, valuable insight, depth of experience, and time<br />
spent answering questions were extremely valuable and crucial to the project. Herbarium specimen label data were<br />
provided by Margaret Bolick (NEB); Aleisha Cordell (SJNM); Nan Lederer (COLO); Ron Hartman, Ernie Nelson,<br />
and Joy Handley (RM); Deborah Lewis (ISC); Steve Rolfsmeier (High Plains Herbarium); Sylvia Kelso (COCO);<br />
and Catherine Kleier. Jason McNees at NatureServe assisted with heritage data acquisition. Thanks also to Janet<br />
Coles, Greg Hayward, Greg Karow, Gary Patton, Jim Maxwell, Andy Kratz, Beth Burkhart, Steve Popovich, John<br />
Proctor, and Joy Bartlett for assisting with questions and project management. Beth Burkhart provided photographs<br />
by Katherine Zacharkevics and others with the Black Hills National Forest for this assessment. Mary Olivas, Jane<br />
Nusbaum, Carmen Morales, and Barbara Brayfield provided crucial financial oversight. Shannon Gilpin and Ryan<br />
Neeper assisted with literature acquisition. Thanks also to my family (Jen, Cleome, and Melia) for their support during<br />
the synthesis of this document, and to my mother for contributing the <strong>Botrychium</strong> <strong>simplex</strong> haiku.<br />
AUTHOR’S BIOGRAPHY<br />
David G. Anderson is a botanist with the <strong>Colorado</strong> <strong>Natural</strong> Heritage Program (CNHP). Mr. Anderson’s work at<br />
CNHP includes inventory and mapping of rare plants throughout <strong>Colorado</strong>, mapping weeds, maintaining and updating<br />
CNHP’s database, and writing reports on the rare plants of <strong>Colorado</strong>. He has worked with CNHP since 1999. Much of<br />
Mr. Anderson’s prior experience comes from five years of fieldwork studying the flora and ecosystem processes of the<br />
Alaskan and Canadian Arctic. Mr. Anderson also served in the Peace Corps as a science teacher in the Solomon Islands<br />
from 1996 to 1998. Mr. Anderson received his B.A. in Environmental, Populational, and Organismic Biology from the<br />
University of <strong>Colorado</strong>, Boulder (1991) and his M.S. in Botany from the University of Washington, Seattle (1996).<br />
COVER PHOTO CREDIT<br />
<strong>Botrychium</strong> <strong>simplex</strong> (<strong>little</strong> <strong>grapefern</strong>). (Left) photo of the first illustration of B. <strong>simplex</strong>, published with the<br />
description of the species (<strong>Hitchcock</strong> 1823). Photo by the author. (Right) photo by Katherine Zacharkevics, Black<br />
Hills National Forest Botanist, North Hills District of a plant collected at Dugout Gulch, Wyoming in 2005.<br />
One reluctant leaf,<br />
A moonwort sprouts in the fen<br />
Risking its secrets<br />
—Jean Anderson<br />
2
SUMMARY OF KEY COMPONENTS FOR CONSERVATION OF<br />
BOTRYCHIUM SIMPLEX<br />
Status<br />
<strong>Botrychium</strong> <strong>simplex</strong> E. <strong>Hitchcock</strong> (<strong>little</strong> <strong>grapefern</strong>) is known from 50 locations in Region 2, 17 of which have<br />
not been seen within the last 20 years. The population size in Region 2 is unknown, but the estimated total population<br />
from locations where plant counts have been made is 500 to 600 plants. Other occurrences are known to support<br />
significant populations of this species, but these have not been counted. <strong>Botrychium</strong> <strong>simplex</strong> is not designated as a<br />
sensitive species in USDA Forest Service (USFS) Region 2, but it is considered a sensitive species in USFS Region<br />
1 and in the Washington portion of USFS Region 6, and it is considered important for biodiversity analysis in USFS<br />
Region 4. NatureServe ranks B. <strong>simplex</strong> as globally secure (G5). Within Region 2, it is ranked imperiled (S2) in<br />
<strong>Colorado</strong> and Wyoming, and unrankable (SU) in South Dakota. It has no rank in Nebraska, but it probably warrants a<br />
rank of critically imperiled (S1) based on the one known occurrence in that state. <strong>Botrychium</strong> <strong>simplex</strong> is not listed as<br />
threatened or endangered under the Federal Endangered Species Act.<br />
Primary Threats<br />
Observations and quantitative data suggest several threats to the persistence of <strong>Botrychium</strong> <strong>simplex</strong>. The primary<br />
threats are ski area development and maintenance, road construction and maintenance, timber harvest, recreation,<br />
fire, grazing, effects of small population size, woody plant encroachment, exotic species invasion, succession, global<br />
climate change, and pollution.<br />
Primary Conservation Elements, Management Implications and Considerations<br />
The responsibility of maintaining viable populations of <strong>Botrychium</strong> <strong>simplex</strong> within Region 2 falls largely<br />
on the USFS because most occurrences and suitable habitat are on National Forest System land. Forty-one of the<br />
50 known occurrences of this species in Region 2 are on National Forest System land, and 24 of these have been<br />
observed since 1999. Eight occurrences are known from national parks in the states of Region 2: two occurrences are<br />
in Rocky Mountain National Park within Region 2 and six are in Yellowstone National Park outside Region 2. Two<br />
additional occurrences are under unknown management, and two are on public lands managed by the Bureau of Land<br />
Management. The City of Denver, State of <strong>Colorado</strong>, and The Nature Conservancy also each have one occurrence.<br />
Seventeen occurrences have not been seen in more than 20 years, and it is important to determine if B. <strong>simplex</strong> is<br />
extant at these locations. Additional inventories are needed to better understand the full range and distribution of<br />
this species.<br />
Restoring populations of <strong>Botrychium</strong> <strong>simplex</strong> is probably precluded by the difficulty in propagating this<br />
species. Research is needed to investigate the underground life history, ecology, reproductive biology, the role of<br />
mycorrhizae, and the role of disturbance in the autecology of B. <strong>simplex</strong> so that conservation efforts on its behalf<br />
can be most effective.<br />
The major conservation element essential to ensuring viable populations of <strong>Botrychium</strong> <strong>simplex</strong> in Region 2<br />
is promoting the processes that create and maintain the early- to mid-seral or other suitable habitats required by B.<br />
<strong>simplex</strong>. Unfortunately, these processes are poorly understood. Because new data are just now becoming available and<br />
our current knowledge of B. <strong>simplex</strong> in Region 2 is incomplete, it is difficult to formulate conservation strategies at<br />
present. More complete knowledge of the species’ distribution will permit the identification of areas most suitable for<br />
conservation management in Region 2. New surveys are needed to better understand how the subspecies of B. <strong>simplex</strong><br />
differ in habitat affinities and autecology in Region 2. Demographic studies designed to determine the impacts of<br />
grazing, succession, fire, and exotic species on population viability are also high priorities for research on B. <strong>simplex</strong><br />
in Region 2.<br />
3
TABLE OF CONTENTS<br />
ACKNOWLEDGMENTS ..............................................................................................................................................2<br />
AUTHOR’S BIOGRAPHY............................................................................................................................................2<br />
COVER PHOTO CREDIT .............................................................................................................................................2<br />
SUMMARY OF KEY COMPONENTS FOR CONSERVATION OF BOTRYCHIUM SIMPLEX ...............................3<br />
Status..........................................................................................................................................................................3<br />
Primary Threats..........................................................................................................................................................3<br />
Primary Conservation Elements, Management Implications and Considerations.....................................................3<br />
LIST OF TABLES AND FIGURES ...............................................................................................................................6<br />
INTRODUCTION ..........................................................................................................................................................7<br />
Goal of Assessment....................................................................................................................................................7<br />
Scope of Assessment..................................................................................................................................................7<br />
Treatment of Uncertainty in Assessment ...................................................................................................................7<br />
Treatment of This Document as a Web Publication...................................................................................................8<br />
Peer Review of This Document .................................................................................................................................8<br />
MANAGEMENT STATUS AND NATURAL HISTORY .............................................................................................8<br />
Management Status ....................................................................................................................................................8<br />
Existing Regulatory Mechanisms, Management Plans, and Conservation Strategies...............................................8<br />
Adequacy of current laws and regulations ............................................................................................................8<br />
Adequacy of current enforcement of laws and regulations...................................................................................9<br />
Biology and Ecology..................................................................................................................................................9<br />
Classification and description................................................................................................................................9<br />
Taxonomic status ..............................................................................................................................................9<br />
Description .....................................................................................................................................................13<br />
Sources for keys photographs, illustrations, and descriptions........................................................................16<br />
Distribution and abundance.................................................................................................................................19<br />
Population trend ..................................................................................................................................................34<br />
Habitat .................................................................................................................................................................35<br />
Habitat descriptions and characterization.......................................................................................................35<br />
Region 2 habitat descriptions .........................................................................................................................35<br />
Varietal differences in habitat.........................................................................................................................36<br />
Elevation, slope, and aspect............................................................................................................................37<br />
Soil..................................................................................................................................................................37<br />
Moisture..........................................................................................................................................................37<br />
Disturbance as a habitat attribute ...................................................................................................................38<br />
Fire..................................................................................................................................................................38<br />
Meadows.........................................................................................................................................................38<br />
Mycorrhizae as a habitat attribute ..................................................................................................................39<br />
Reproductive biology and autecology.................................................................................................................39<br />
Reproduction ..................................................................................................................................................39<br />
Phenology.......................................................................................................................................................40<br />
Fertility ...........................................................................................................................................................40<br />
Dispersal.........................................................................................................................................................41<br />
Cryptic phases ................................................................................................................................................41<br />
Mycorrhizae....................................................................................................................................................41<br />
Hybridization..................................................................................................................................................42<br />
Demography ........................................................................................................................................................43<br />
Community ecology ............................................................................................................................................45<br />
CONSERVATION.........................................................................................................................................................50<br />
Threats......................................................................................................................................................................50<br />
Influence of management activities and natural disturbances on individuals and habitat ..................................51<br />
Ski area development and maintenance .........................................................................................................51<br />
Road and trail construction and maintenance.................................................................................................51<br />
4
Timber harvest................................................................................................................................................51<br />
Recreation.......................................................................................................................................................52<br />
Fire..................................................................................................................................................................52<br />
Grazing ...........................................................................................................................................................52<br />
Effects of small population size......................................................................................................................52<br />
Woody plant encroachment ............................................................................................................................53<br />
Exotic species .................................................................................................................................................53<br />
Global climate change ....................................................................................................................................53<br />
Pollution .........................................................................................................................................................54<br />
Over-utilization...............................................................................................................................................54<br />
Conservation Status of <strong>Botrychium</strong> <strong>simplex</strong> in Region 2.........................................................................................54<br />
Is distribution or abundance declining in all or part of its range in Region 2? ...................................................54<br />
Do habitats vary in their capacity to support this species? .................................................................................54<br />
Vulnerability due to life history and ecology ......................................................................................................55<br />
Evidence of populations in Region 2 at risk .......................................................................................................55<br />
Management of <strong>Botrychium</strong> <strong>simplex</strong> in Region 2....................................................................................................55<br />
Implications and potential conservation elements ..............................................................................................55<br />
Tools and practices ..............................................................................................................................................56<br />
Species inventory............................................................................................................................................56<br />
Habitat inventory.................................................................................................................................................57<br />
Population monitoring.........................................................................................................................................58<br />
Beneficial management actions...........................................................................................................................59<br />
Restoration ..........................................................................................................................................................60<br />
Information Needs and Research Priorities .............................................................................................................60<br />
Additional research and data resources...............................................................................................................62<br />
DEFINITIONS..............................................................................................................................................................63<br />
REFERENCES .............................................................................................................................................................65<br />
EDITORS: Janet Coles, Beth Burkhart, and Kathy Roche, USDA Forest Service, Rocky Mountain Region<br />
5
Tables:<br />
LIST OF TABLES AND FIGURES<br />
Table 1. Classification of <strong>Botrychium</strong> <strong>simplex</strong> after USDA <strong>Natural</strong> Resources Conservation Service........... 9<br />
Table 2. A partial list of synonyms for <strong>Botrychium</strong> <strong>simplex</strong>. ......................................................................... 11<br />
Table 3. Summary information for the varieties of <strong>Botrychium</strong> <strong>simplex</strong>....................................................... 12<br />
Table 4. Genetic variability in eastern diploid species of <strong>Botrychium</strong> subgenus <strong>Botrychium</strong>....................... 12<br />
Table 5. Hypothetical parents for polyploid species of <strong>Botrychium</strong> subgenus <strong>Botrychium</strong>. ......................... 13<br />
Table 6. Diagnostic characteristics for the determination of the “eastern” and “western” types of<br />
<strong>Botrychium</strong> <strong>simplex</strong>........................................................................................................................................ 15<br />
Table 7. Known distribution of <strong>Botrychium</strong> <strong>simplex</strong> in the western hemisphere. ......................................... 21<br />
Table 8. Land ownership / management status summary for the 50 known occurrences of <strong>Botrychium</strong><br />
<strong>simplex</strong> within the administrative boundary of USDA Forest Service Region 2........................................... 23<br />
Table 9. Land ownership / management status summary for the 50 known occurrences of <strong>Botrychium</strong><br />
<strong>simplex</strong> within the administrative boundary of USDA Forest Service Region 2. ......................................... 32<br />
Table 10. Wetland Indicator Status for <strong>Botrychium</strong> <strong>simplex</strong>.......................................................................... 38<br />
Table 11. Associated species reported with <strong>Botrychium</strong> <strong>simplex</strong> in USDA Forest Service Region 2. .......... 46<br />
Figures:<br />
Figure 1. The first illustration of <strong>Botrychium</strong> <strong>simplex</strong>. .................................................................................. 10<br />
Figure 2. <strong>Botrychium</strong> <strong>simplex</strong> sporophytes at Dugout Gulch, Wyoming, Black Hills National Forest after<br />
emergence, and before separation of the trophophore and sporophore. ........................................................ 15<br />
Figure 3. <strong>Botrychium</strong> <strong>simplex</strong> var. compositum (“western” <strong>simplex</strong>) collected on Boreas Pass, <strong>Colorado</strong>... 16<br />
Figure 4. <strong>Botrychium</strong> <strong>simplex</strong> var. tenebrosum from Park County, Wyoming. ............................................. 17<br />
Figure 5. <strong>Botrychium</strong> <strong>simplex</strong> var. <strong>simplex</strong> (“eastern” <strong>simplex</strong>) from East Inlet, Rocky Mountain National<br />
Park, <strong>Colorado</strong>. .............................................................................................................................................. 17<br />
Figure 6. Illustration of <strong>Botrychium</strong> <strong>simplex</strong>. ................................................................................................ 18<br />
Figure 7. Illustration of <strong>Botrychium</strong> tenebrosum........................................................................................... 19<br />
Figure 8. Global distribution map of <strong>Botrychium</strong> <strong>simplex</strong>............................................................................. 20<br />
Figure 9. Distribution of <strong>Botrychium</strong> <strong>simplex</strong> in North America, color-coded by S rank. ............................ 21<br />
Figure 10. The distribution of <strong>Botrychium</strong> <strong>simplex</strong> in the states of USDA Forest Service Region 2............ 33<br />
Figure 11. Habitat of <strong>Botrychium</strong> <strong>simplex</strong> at Redbank Spring, South Dakota on the Black Hills National<br />
Forest.............................................................................................................................................................. 36<br />
Figure 12. Lifecycle diagram for <strong>Botrychium</strong> <strong>simplex</strong>, illustrating the alternation of generations. .............. 44<br />
Figure 13. Hypothetical life cycle graph for <strong>Botrychium</strong> <strong>simplex</strong>................................................................. 45<br />
6
INTRODUCTION<br />
This assessment is one of many being produced<br />
to support the Species Conservation Project for the<br />
Rocky Mountain Region (Region 2), USDA Forest<br />
Service (USFS). <strong>Botrychium</strong> <strong>simplex</strong> is the focus<br />
of an assessment because of its rarity, degree of<br />
imperilment, and concern for its viability in Region 2.<br />
It is not currently listed as sensitive by Region 2 or by<br />
the Bureau of Land Management (BLM) in <strong>Colorado</strong> or<br />
Wyoming. <strong>Botrychium</strong> species have been the focus of<br />
increasing interest by the USFS and other federal and<br />
state agencies due to their rarity, difficulty in detection,<br />
and highly variable populations (Johnson-Groh and<br />
Farrar 2003).<br />
This assessment addresses the biology, ecology,<br />
conservation status, and management of <strong>Botrychium</strong><br />
<strong>simplex</strong> throughout its range in Region 2. The broad<br />
nature of the assessment leads to some constraints on<br />
the specificity of information for particular locales.<br />
This introduction defines the goal of the assessment,<br />
outlines its scope, and describes the process used in<br />
its production.<br />
Goal of Assessment<br />
Species conservation assessments produced as<br />
part of the Species Conservation Project are designed<br />
to provide forest managers, research biologists, and<br />
the public with a thorough discussion of the biology,<br />
ecology, conservation status, and management of<br />
certain species based on available scientific knowledge.<br />
The assessment goals limit the scope of the work to<br />
critical summaries of scientific knowledge, discussion<br />
of broad implications of that knowledge, and outlines<br />
of information needs. The assessment does not seek<br />
to develop specific management recommendations.<br />
Rather, it provides the ecological backgrounds upon<br />
which management must be based and focuses on the<br />
consequences of changes in the environment that result<br />
from management (i.e., management implications).<br />
Furthermore, it cites management recommendations<br />
proposed elsewhere and examines the success of those<br />
recommendations that have been implemented.<br />
Scope of Assessment<br />
This assessment examines the biology, ecology,<br />
conservation status, and management of <strong>Botrychium</strong><br />
<strong>simplex</strong> with specific reference to the geographic and<br />
ecological characteristics of Region 2. Although some<br />
of the literature on the species may originate from field<br />
investigations outside the region, this document places<br />
7<br />
that literature in the ecological and social context of the<br />
central Rocky Mountains. Similarly, this assessment<br />
is concerned with reproductive behavior, population<br />
dynamics, and other characteristics of B. <strong>simplex</strong> in the<br />
context of the current environment rather than under<br />
historical conditions. The evolutionary environment of<br />
the species is considered in conducting the synthesis,<br />
but placed in a current context.<br />
In producing the assessment, I reviewed refereed<br />
literature, non-refereed publications, research reports,<br />
and data accumulated by resource management<br />
agencies and other investigators. Because basic research<br />
has not been conducted on many facets of the biology<br />
of <strong>Botrychium</strong> <strong>simplex</strong>, literature on its congeners was<br />
used to make inferences in many cases. The refereed<br />
and non-refereed literature on the genus <strong>Botrychium</strong><br />
and its included species is more extensive and includes<br />
other endemic or rare species. All known publications<br />
on B. <strong>simplex</strong> are referenced in this assessment, and<br />
many of the experts on this species were consulted<br />
during its synthesis. All available specimens of B.<br />
<strong>simplex</strong> in Region 2 were viewed to verify occurrences<br />
and to incorporate specimen label data. Specimens<br />
were searched for at COLO (University of <strong>Colorado</strong><br />
Herbarium), CS (CSU Herbarium), RM (Rocky<br />
Mountain Herbarium), KHD (Kalmbach Herbarium,<br />
Denver Botanic Gardens), SJNM (San Juan College<br />
Herbarium), CC (Carter Herbarium), GREE (University<br />
of Northern <strong>Colorado</strong> Herbarium), NMCR (New Mexico<br />
State University Range Science Herbarium), and UNM<br />
(University of New Mexico Herbarium). The assessment<br />
emphasizes peer-reviewed literature because this is the<br />
accepted standard in science. Non-refereed publications<br />
or reports were regarded with greater skepticism, but<br />
they were used in the assessment because there is<br />
very <strong>little</strong> refereed literature that specifically treats B.<br />
<strong>simplex</strong> in Region 2. Unpublished data (e.g., <strong>Natural</strong><br />
Heritage Program records, reports to state and federal<br />
agencies, specimen labels) were important in estimating<br />
the geographic distribution of this species. These data<br />
required special attention because of the diversity of<br />
persons and methods used in collection.<br />
Treatment of Uncertainty in<br />
Assessment<br />
Science is a rigorous, systematic approach to<br />
obtaining knowledge. Competing ideas regarding how<br />
the world works are measured against observations.<br />
Because our descriptions of the world are always<br />
incomplete and our observations are limited, science<br />
focuses on approaches for dealing with uncertainty.<br />
A commonly accepted approach to science is based
on a progression of critical experiments to develop<br />
strong inference (Platt 1964). It is difficult to conduct<br />
experiments that produce clean results in the ecological<br />
sciences. Often, observations, inference, good thinking,<br />
and models must be relied on to guide our understanding<br />
of ecological relations. Confronting uncertainty then is<br />
not prescriptive. In this assessment, the strength of<br />
evidence for particular ideas is noted, and alternative<br />
explanations are described when appropriate.<br />
Treatment of This Document as a Web<br />
Publication<br />
To facilitate use of species assessments in the<br />
Species Conservation Project, assessments are being<br />
published on the Region 2 World Wide Web site. Placing<br />
the documents on the Web makes them available to<br />
agency biologists and the public more rapidly than<br />
publishing them as reports. More important, Web<br />
publication will facilitate revision of the assessments,<br />
which will be accomplished based on guidelines<br />
established by Region 2.<br />
Peer Review of This Document<br />
Assessments developed for the Species<br />
Conservation Project have been peer reviewed before<br />
their release on the Web. This assessment was reviewed<br />
through a process administered by the Center for Plant<br />
Conservation, employing two recognized experts<br />
on this or related taxa. Peer review was designed to<br />
improve the quality of communication and to increase<br />
the rigor of the assessment.<br />
MANAGEMENT STATUS AND<br />
NATURAL HISTORY<br />
Management Status<br />
<strong>Botrychium</strong> <strong>simplex</strong> is not currently listed as a<br />
sensitive species in Region 2 (USDA Forest Service<br />
2003). Its merits as a sensitive species were evaluated in<br />
2001 (Ode 2001) and 2002 (Burkhart 2002), but it was<br />
determined that insufficient information is available to<br />
determine whether B. <strong>simplex</strong> meets the requirements<br />
for sensitive status (Warren 2003). <strong>Botrychium</strong> <strong>simplex</strong><br />
is considered a sensitive species in Region 1 and in the<br />
Washington portion of Region 6, and it is considered<br />
important for biodiversity analysis in Region 4 (Zika et<br />
al. 1995).<br />
<strong>Botrychium</strong> <strong>simplex</strong> is not included on the BLM<br />
State Sensitive Species lists in <strong>Colorado</strong> (Bureau<br />
8<br />
of Land Management <strong>Colorado</strong> 2000) or Wyoming<br />
(Bureau of Land Management Wyoming 2002), nor is it<br />
listed as threatened, endangered, or candidate under the<br />
federal Endangered Species Act (16 USC 1531-1536,<br />
1538-1540). This species is not listed as endangered or<br />
vulnerable by the International Union for Conservation<br />
of Nature and <strong>Natural</strong> Resources (1978). NatureServe<br />
considers B. <strong>simplex</strong> to be globally secure (G5).<br />
<strong>Botrychium</strong> <strong>simplex</strong> is a widely distributed,<br />
circumboreal species, but there are concerns for its<br />
viability in many portions of its range. It is classified<br />
as endangered in Sweden (Nilsson 1981), and it is<br />
considered endangered in Illinois, Indiana, Maryland,<br />
and Ohio (USDA <strong>Natural</strong> Resources Conservation<br />
Service 2002). In North America, it has been<br />
documented from 35 states and 10 provinces as well<br />
as from Greenland. <strong>Botrychium</strong> <strong>simplex</strong> has been<br />
extirpated in three states. For detailed information<br />
regarding its range-wide status, see the Distribution and<br />
abundance section.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is known from 50 locations<br />
in Region 2; 17 of these have not been revisited in more<br />
than 20 years, and five have not been revisited for at<br />
least 50 years. In the states of Region 2, B. <strong>simplex</strong> is<br />
ranked imperiled (S2) in <strong>Colorado</strong> and in Wyoming,<br />
where it has not been tracked by the Wyoming <strong>Natural</strong><br />
Diversity Database since 1986. This species has been<br />
reported from Nebraska, and while it has not yet been<br />
assigned a state rank, it will probably receive a rank of<br />
S1. <strong>Botrychium</strong> <strong>simplex</strong> is considered unrankable (SU)<br />
in South Dakota and it is not known from Kansas. For<br />
explanations of NatureServe’s ranking system, see the<br />
Definitions section.<br />
Existing Regulatory Mechanisms,<br />
Management Plans, and Conservation<br />
Strategies<br />
Adequacy of current laws and regulations<br />
<strong>Botrychium</strong> <strong>simplex</strong> has no legal protection that<br />
would prevent the destruction of habitat or individuals<br />
on state and private land in Region 2, or on federal land<br />
not managed by the USFS. Because it is not listed as<br />
a sensitive species in Region 2, the USFS does not<br />
explicitly consider it for special management. As a<br />
<strong>Botrychium</strong> species, however, it is documented during<br />
Biological Evaluations where it may receive some<br />
special consideration.
Adequacy of current enforcement of laws and<br />
regulations<br />
There are no known cases in which an occurrence<br />
of <strong>Botrychium</strong> <strong>simplex</strong> was extirpated due to human<br />
activities or due to the failure to enforce existing<br />
regulations in Region 2. It is not known if federal, state,<br />
or other laws could have prevented the extirpation of<br />
B. <strong>simplex</strong> in Connecticut, Maryland, Virginia, and<br />
possibly Ohio. Thus, it cannot be determined if current<br />
regulations or their enforcement are adequate for the<br />
species’ protection.<br />
Biology and Ecology<br />
Classification and description<br />
<strong>Botrychium</strong> <strong>simplex</strong> is a member of the adder’s<br />
tongue family (Ophioglossaceae). Members of the<br />
Ophioglossaceae are eusporangiate and share a suite<br />
of characters that are less derived than those of most<br />
other Pteridophytes (Gifford and Foster 1989). In<br />
North America, the Ophioglossaceae as circumscribed<br />
by Wagner and Wagner (1993) is composed of three<br />
genera: Ophioglossum, Cheiroglossa, and <strong>Botrychium</strong>.<br />
<strong>Botrychium</strong> (<strong>grapefern</strong>s) is the most diverse of these<br />
genera with 50 to 60 species worldwide (Wagner and<br />
Wagner 1993).<br />
The genus <strong>Botrychium</strong> contains three subgenera:<br />
Osmundopteris, Sceptridium, and <strong>Botrychium</strong><br />
(Wagner and Wagner 1993). Subgenus <strong>Botrychium</strong><br />
(the moonworts) is the most diverse of the three,<br />
with approximately 25 to 30 species. Members of<br />
this subgenus share many morphological traits, and<br />
9<br />
subtle morphological differences make it difficult to<br />
identify species in the field. Based on nuclear and<br />
chloroplast DNA, recent phylogenetic research on<br />
the Ophioglossaceae has shown that the members<br />
of subgenus <strong>Botrychium</strong> comprise a monophyletic<br />
group (Hauk et al. 2003). The diversity of subgenus<br />
<strong>Botrychium</strong> in North America was not recognized until<br />
the 1980s when Drs. Herb and Florence Wagner began<br />
work in earnest on <strong>Botrychium</strong>. Table 1 is a summary of<br />
the classification of B. <strong>simplex</strong>.<br />
Taxonomic status<br />
The taxonomic status of <strong>Botrychium</strong> <strong>simplex</strong><br />
has been in turmoil for more than 100 years, and there<br />
remains much uncertainty regarding the appropriate<br />
circumscription of this taxon. Reverend Edward<br />
<strong>Hitchcock</strong> first described B. <strong>simplex</strong> from plants found<br />
in Massachusetts (<strong>Hitchcock</strong> 1823). <strong>Botrychium</strong> <strong>simplex</strong><br />
was the second species after B. lunaria to be described<br />
in subgenus <strong>Botrychium</strong>. <strong>Hitchcock</strong>’s description<br />
includes a hand-painted plate of B. <strong>simplex</strong> (Figure 1)<br />
and the following introduction: “This species grows, not<br />
very abundantly, in Conway, Massachusetts. It was first<br />
noticed, two years since, and with some doubt, referred<br />
to B. lunaria of Swartz and Wildenow. But upon a<br />
suggestion of Dr. Torrey that it might be a new species,<br />
I have several times re-examined it during the two past<br />
summers, and feel so confident that it is specifically<br />
distinct from any described <strong>Botrychium</strong>, that I take the<br />
liberty to propose for it the name ‘B. <strong>simplex</strong>.’”<br />
At least seven varieties of <strong>Botrychium</strong> <strong>simplex</strong><br />
have been described (Table 2). The description of<br />
varietal taxa began with A.A. Eaton’s (1899) account<br />
Table 1. Classification of <strong>Botrychium</strong> <strong>simplex</strong> after USDA <strong>Natural</strong> Resources Conservation Service (2002), with<br />
sources (not necessarily the original source) of particular portions cited below.<br />
Kingdom Plantae (Plants)<br />
Subkingdom Tracheobionta (Vascular Plants)<br />
Division Pteridophyta (Ferns)<br />
Class Filicopsida<br />
1 Wagner and Wagner 1993<br />
2 Clausen 1938<br />
3 Hauk 1995<br />
Order Ophioglossales<br />
Family Ophioglossaceae (Adder’s Tongue Family)<br />
Genus <strong>Botrychium</strong> (Grapeferns)<br />
Subgenus <strong>Botrychium</strong> (Moonworts) 1<br />
Section Lunariae 2 , Simplex 3<br />
Species <strong>Botrychium</strong> <strong>simplex</strong> E. <strong>Hitchcock</strong> 1
Figure 1. The first illustration of <strong>Botrychium</strong> <strong>simplex</strong> (from <strong>Hitchcock</strong> 1823).<br />
of B. tenebrosum. Clute (1901) demoted this taxon to<br />
varietal status under B. matricariifolium. Clausen (1938)<br />
recognized the similarity of this taxon to B. <strong>simplex</strong> and<br />
included tenebrosum as a variety of B. <strong>simplex</strong>. Other<br />
varieties that have been described for B. <strong>simplex</strong> include<br />
var. cordatum (Wherry 1937), var. compositum and var.<br />
typicum (Clausen 1938), and var. laxifolium (Clausen<br />
1938, Fernald 1949). The plants from <strong>Colorado</strong> and<br />
Wyoming observed by Clausen 1938 were placed in var.<br />
typicum (including unnamed specimens from Gilpin<br />
and El Paso counties, where the former is probably the<br />
10<br />
1919 collection of Hazel Schmoll) and var. compositum<br />
(I.M. Johnson #2415 on Pikes Peak, <strong>Colorado</strong> and C.C.<br />
Parry #306 from Yellowstone Lake, Wyoming). Plants<br />
not falling into one of the other varieties are referred to<br />
as var. <strong>simplex</strong>.<br />
The varieties of <strong>Botrychium</strong> <strong>simplex</strong> are often<br />
morphologically distinct. During the second half of<br />
the 20 th century, Drs. Herb and Florence Wagner began<br />
to question the taxonomic validity of these varieties.<br />
Wagner and Wagner (1983) noted that “low, dark,
Table 2. A partial list of synonyms for <strong>Botrychium</strong> <strong>simplex</strong>.<br />
Source Taxon<br />
1 = Kartesz (1999)<br />
2 <strong>Botrychium</strong> <strong>simplex</strong> E. <strong>Hitchcock</strong><br />
2 <strong>Botrychium</strong> <strong>simplex</strong> var. cordatum (Fr.) Wherry<br />
2,3 <strong>Botrychium</strong> <strong>simplex</strong> var. laxifolium (R.T. Clausen) Fernald<br />
2 <strong>Botrychium</strong> <strong>simplex</strong> var. laxifolium R.T. Clausen<br />
2,3 <strong>Botrychium</strong> <strong>simplex</strong> var. tenebrosum (A.A. Eaton) R.T. Clausen<br />
2,3 <strong>Botrychium</strong> <strong>simplex</strong> var. typicum R.T. Clausen<br />
1,3 <strong>Botrychium</strong> <strong>simplex</strong> var. compositum (Lasch) Milde<br />
1,3 <strong>Botrychium</strong> tenebrosum A.A. Eaton<br />
1 <strong>Botrychium</strong> <strong>simplex</strong> ssp. typicum R.T. Clausen<br />
2 <strong>Botrychium</strong> virginicum var. <strong>simplex</strong> (Hitchc.) A.Gray<br />
2 <strong>Botrychium</strong> lunaria var. <strong>simplex</strong> (Hitchc.) Watt<br />
2 <strong>Botrychium</strong> kannenbergii forma compositum Lasch<br />
2 = The Plant Names Project (1999)<br />
3 = USDA-<strong>Natural</strong> Resources Conservation Service (2002)<br />
acidic forest floors yield var. laxifolium, shaded bog<br />
edges var. tenebrosum, dry upland fields var. typicum,<br />
and moist low meadows var. compositum. All of these<br />
are connected with the others in intermediate habitats<br />
and there is <strong>little</strong> consistency.” Thus they suggested that<br />
B. <strong>simplex</strong> is an extremely plastic species that exhibits<br />
a phenotypic response to different habitats, as Paris<br />
et al. (1989) also suggested. Wagner and Wagner’s<br />
deconstruction of varietal concepts in B. <strong>simplex</strong> is<br />
culminated in their treatment in the Flora of North<br />
America, where they write “The many environmental<br />
forms and juvenile stages of B. <strong>simplex</strong> have resulted<br />
in the naming of numerous, mostly taxonomically<br />
worthless, infraspecific taxa” (Wagner and Wagner<br />
1993, p. 101). Instead, they offer an alternate concept<br />
of B. <strong>simplex</strong> in which “eastern” and “western” forms<br />
are described. The Wagner’s’ western plants conform<br />
roughly to var. compositum while their eastern plants<br />
fall into var. <strong>simplex</strong>. However, var. compositum<br />
may not properly apply to populations of the Rocky<br />
Mountain Cordillera where a varietal name was<br />
not applied (Cronquist et al. 1972). The following<br />
paragraphs provide detailed descriptions of these<br />
taxa. Lellinger (1985, p. 112) noted that “eastern,<br />
western, and <strong>Colorado</strong> forms exist in this species, [and]<br />
additional study is needed.” The “<strong>Colorado</strong>” form of B.<br />
<strong>simplex</strong> noted by Lellinger is probably B. minganense,<br />
which can be mistaken for B. <strong>simplex</strong> (Root personal<br />
communication 2003).<br />
Ongoing genetic research by Dr. Don Farrar and<br />
Dr. Warren Hauk suggests another concept of <strong>Botrychium</strong><br />
<strong>simplex</strong>. Significant intraspecific variation in plastid<br />
11<br />
DNA sequences occurs in B. <strong>simplex</strong>, indicating the<br />
need for more study to evaluate the possibility that B.<br />
<strong>simplex</strong> (as currently circumscribed) includes multiple<br />
taxa (Hauk 1995, Farrar 1998). Current taxonomy<br />
recognizes four varieties of B. <strong>simplex</strong>: var. <strong>simplex</strong>,<br />
var. tenebrosum, var. compositum, and var. fontanum<br />
(Table 3; Farrar personal communication 2003, Farrar<br />
2005). Var. compositum includes plants from Minnesota<br />
west to Oregon and Washington (Farrar 2001, Farrar<br />
personal communication 2003). Most plants found in<br />
<strong>Colorado</strong> appear to be var. compositum. Var. <strong>simplex</strong> is<br />
found in the Black Hills of South Dakota and has been<br />
found once in <strong>Colorado</strong> (Farrar personal communication<br />
2003, Farrar 2005). At least five Wyoming specimens<br />
are labeled var. tenebrosum; this taxon is recognized by<br />
Hartman and Nelson (2001) for Wyoming plants. Thus<br />
it appears that three of the currently recognized varieties<br />
(var. compositum, var. <strong>simplex</strong>, and var. tenebrosum)<br />
may occur in Region 2. However, most <strong>Colorado</strong><br />
and Wyoming specimens have not been evaluated by<br />
Farrar to assess their taxonomic status (Farrar personal<br />
communication 2003).<br />
Farrar (personal communication 2003, 2005)<br />
described the fourth variety, var. fontanum, for<br />
genetically distinct plants from southern California,<br />
southern Nevada, northeastern Oregon, and<br />
southeastern Washington. Var. fontanum is typically<br />
found in calcareous fens and seeps (Farrar 2005). The<br />
presence of this variety in <strong>Colorado</strong> or elsewhere in<br />
Region 2 has not been confirmed, but calcareous fens<br />
and seeps in Region 2 need to be searched for this taxon<br />
(Farrar personal communication 2003).
Table 3. Summary information for the varieties of <strong>Botrychium</strong> <strong>simplex</strong> recognized by Farrar (2005).<br />
Variety Diagnostics Range Habitat and notes<br />
<strong>simplex</strong> Plants with mostly undivided basal pinnae<br />
and trophophore stalk equal to or exceeding<br />
length of the common stalk. Larger plants<br />
have pinnae that become progressively<br />
more dissected, with lower pinnae more<br />
elongated.<br />
tenebrosum Slender plants with undivided basal pinnae<br />
and very short trophophore and sporophore<br />
stalks but relatively long common stalks.<br />
compositum Plants with secondarily divided basal<br />
pinnae and trophophore stalk equal to or<br />
exceeding length of the common stalk.<br />
fontanum Robust plants with basal pinnae divided<br />
or not, thick and fleshy with broad, bluish<br />
green pinnae and terminal pinnae with<br />
broadly rounded apices.<br />
Isozyme analysis demonstrates a close relationship<br />
of most western plants to var. compositum (Farrar<br />
2001). Although Farrar and Wendel (1996) and Farrar<br />
(1998) note that the genetic distance between three<br />
varieties of <strong>Botrychium</strong> <strong>simplex</strong> approaches that of full<br />
species, current genetic evidence suggests that the range<br />
of variability in B. <strong>simplex</strong> falls within that of a single<br />
species (Table 4). As noted by Wagner and Wagner<br />
(1983), plants in different ecological situations (e.g.,<br />
seasonally dry meadows, saturated fens) have marked<br />
morphological differences, but they also have marked<br />
Northeastern US, west through the<br />
Great Lakes Region, with disjunct<br />
reports in Nebraska and the Black Hills,<br />
apparently also in <strong>Colorado</strong> (Douglass<br />
#62-25)<br />
Northeastern US and Great Lakes<br />
Region west to Iowa and Minnesota;<br />
reported in Wyoming (Hartman and<br />
Nelson 2001)<br />
Mountains of the western US<br />
(including <strong>Colorado</strong>) and Canada<br />
California, Nevada, NE Oregon, SE<br />
Washington<br />
12<br />
meadow, woodland<br />
forest, swamp margin,<br />
dune<br />
meadow, roadside<br />
Calcareous fens and<br />
hardwater seeps.<br />
Possibly in CO; further<br />
surveys are needed.<br />
genetic differences (Farrar 2001). Given the current<br />
uncertainties regarding the proper circumscription of B.<br />
<strong>simplex</strong>, it is likely that future investigation will result<br />
in further changes and refinements that may include the<br />
description of other varietal taxa or even new species.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is closely related to two rare<br />
and narrowly endemic moonworts, B. mormo and B.<br />
pumicola (Hauk 1995, Hauk et al. 2003). <strong>Botrychium</strong><br />
mormo was described in 1981 after three decades of<br />
study (Wagner and Wagner 1981). It is a tiny moonwort<br />
Table 4. Genetic variability in eastern diploid species of <strong>Botrychium</strong> subgenus <strong>Botrychium</strong> from Farrar (1998). These<br />
results support the genetic and taxonomic uniqueness of the varieties <strong>simplex</strong>, tenebrosum, and compositum. Most<br />
moonworts show <strong>little</strong> heterozygosity (number of alleles per locus), and do not have a high percentage of polymorphic<br />
loci. However, B. <strong>simplex</strong> sensu lato shows very high percentage of polymorphic loci relative to other eastern<br />
moonworts. When the varieties are analyzed separately they fall into a more normal range, suggesting that they may<br />
even warrant treatment as full species.<br />
Species<br />
Mean sample size<br />
per locus<br />
Mean number of alleles<br />
per locus Percentage of loci polymorphic<br />
B. lunaria 41.1 1.1 11.1<br />
B. campestre 96.9 1.2 16.7<br />
B. pallidum 20.6 1.1 5.6<br />
B. <strong>simplex</strong> sensu lato 96.2 1.7 61.1<br />
var. <strong>simplex</strong> 27 1.1 5.6<br />
var. tenebrosum 27.8 1.1 11.1<br />
var. compositum 15.8 1.1 5.6<br />
B. mormo 48.8 1.1 5.6<br />
B. lanceolatum ssp. lanceolatum 24.6 1 0<br />
B. lanceolatum ssp. angustifolium 29.2 1.1 5.6
that is found in rich woods of Michigan, Wisconsin, and<br />
Minnesota (Wagner and Wagner 1981). <strong>Botrychium</strong><br />
<strong>simplex</strong> is the most similar species to B. mormo, and the<br />
two can be difficult to distinguish (Chadde and Kudray<br />
2001a). These species do not occur together in Region<br />
2. <strong>Botrychium</strong> mormo is genetically distinct from all<br />
varieties of B. <strong>simplex</strong> (Farrar and Wendel 1996).<br />
<strong>Botrychium</strong> pumicola is known only from volcanic<br />
substrates and frost pockets in Oregon (Hopkins et al.<br />
2001). The morphological distinctness of B. pumicola<br />
from B. <strong>simplex</strong> has been long recognized. <strong>Botrychium</strong><br />
pumicola was described in 1900 (Coville 1900) and has<br />
now been shown to be clearly genetically distinct from<br />
B. <strong>simplex</strong> (Farrar 2000). Using isozyme data (Hauk<br />
and Haufler 1999) and rbcL data (Hauk et al. 2003), B.<br />
pumicola appears to be the most closely related to B.<br />
<strong>simplex</strong> of the species analyzed. <strong>Botrychium</strong> pumicola<br />
was also the closest relative in a combined analysis of<br />
rbcL, trnL-F and morphological data, with B. montanum<br />
the next closest relative (Hauk et al. 2003). <strong>Botrychium</strong><br />
mormo was not included in this phylogenetic study.<br />
<strong>Botrychium</strong> pumicola is one of a handful of<br />
moonwort species that have been observed to produce<br />
gemmae (Camacho 1996, Camacho and Liston 2001),<br />
which are minute vegetative propagules abscised at<br />
maturity from the parent plant (Farrar and Johnson-<br />
Groh 1990). Camacho (1996) found 0 to 10 gemmae<br />
per plant in B. pumicola.<br />
<strong>Botrychium</strong> campestre also produces gemmae<br />
and was the first moonwort species in which they<br />
were documented (Farrar and Johnson-Groh 1986,<br />
Farrar and Johnson-Groh 1990, Johnson-Groh et al.<br />
2002). Subsequent research has found them on other<br />
diploid species, including B. pumicola. <strong>Botrychium</strong><br />
gallicomontanum, a rare allotetraploid species for<br />
which B. campestre and B. <strong>simplex</strong> are the putative<br />
parent species, is also known to reproduce with gemmae<br />
(Farrar and Johnson-Groh 1991). The production<br />
of gemmae as vegetative propagules by these three<br />
species, all of which are found in relatively xeric sites,<br />
suggests that it is an adaptation for reproduction in dry<br />
sites (Camacho 1996). Farrar and Johnson-Groh (1986)<br />
13<br />
examined B. <strong>simplex</strong> for gemmae, but none were found.<br />
Gemmae may confer a lesser advantage to B. <strong>simplex</strong>,<br />
which is typically found in habitats that are at least<br />
seasonally wet.<br />
<strong>Botrychium</strong> pumicola is unusual in that its spores<br />
are dispersed in loose groups of four spores also called<br />
tetrads (Wagner 1998). Despite the close relationship<br />
between B. <strong>simplex</strong> and B. pumicola, this phenomenon<br />
has not been documented in B. <strong>simplex</strong>.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is a putative parent species for<br />
several polyploid nothospecies in subgenus <strong>Botrychium</strong><br />
(Table 5; Wagner 1993, Farrar and Wendel 1996).<br />
Description<br />
<strong>Botrychium</strong> subgenus <strong>Botrychium</strong> sporophytes<br />
are simple plants recognized by their small size and<br />
distinctive leaf and spore structures. Members of this<br />
subgenus are usually less than 15 cm in height. They<br />
possess a trophophore, or sterile leaf-like structure<br />
that is often heavily lobed or segmented, but rarely<br />
truly pinnate (Wagner and Wagner 1993). Members<br />
of the subgenus <strong>Botrychium</strong> usually only produce one<br />
leaf each year and in some years produce no leaves<br />
(Johnson-Groh 1998). On the same stalk sits a fertile<br />
sporophore that is often taller than the trophophore. The<br />
sporophore contains 20 to 100 grape-like sporangia,<br />
each containing possibly thousands of spores (Farrar<br />
and Johnson-Groh 1986, Wagner 1998).<br />
<strong>Botrychium</strong> species can be difficult to identify due<br />
to their subtle diagnostic characters, frequent occurrence<br />
with other <strong>Botrychium</strong> species, and morphological<br />
variability (Paris et al. 1989). Because they are such<br />
simple plants, there are few morphological characters<br />
that can be used to distinguish species; identification<br />
is often based on very subtle characters (Hauk and<br />
Haufler 1999). Identification is facilitated by the use<br />
of dichotomous keys (see Weber and Wittmann 2001a<br />
and Weber and Wittmann 2001b); however, these do<br />
not guarantee a positive identification, and it is often<br />
necessary to get verification by a <strong>Botrychium</strong> expert.<br />
Table 5. Hypothetical parents for polyploid species of <strong>Botrychium</strong> subgenus <strong>Botrychium</strong> (after Hauk 1995, from<br />
Wagner 1993 and Farrar and Wendel 1996).<br />
Polyploid species Hypothetical parents<br />
B. hesperium B. lanceolatum x B. <strong>simplex</strong><br />
B. pseudopinnatum B. pinnatum x B. <strong>simplex</strong><br />
B. gallicomontanum B. campestre x B. <strong>simplex</strong>
<strong>Botrychium</strong> <strong>simplex</strong> is challenging to identify<br />
with confidence since it is highly variable, small, and<br />
cryptic. Farrar (2001) notes that “B. <strong>simplex</strong> is by far<br />
the most variable of diploid moonworts,” and Wagner<br />
and Wagner (1983) wrote that “Only a few botrychiums<br />
have such astonishing variability as B. <strong>simplex</strong>.” They<br />
also noted that “no species approaches B. <strong>simplex</strong> in the<br />
extent of its variability. Var. compositum stands in vivid<br />
contrast to var. tenebrosum.”<br />
Within Region 2, both the eastern and western<br />
forms described by Wagner and Wagner (1993) are<br />
present, and it appears that all three of the varieties<br />
recognized by Wagner and Wagner (1993) occur here.<br />
Wagner and Wagner (1993) provide a summary of the<br />
diagnostic characters of <strong>Botrychium</strong> <strong>simplex</strong>; these are<br />
summarized in Table 6. A comparison of the varieties<br />
recognized by Farrar (2005) is included in Table 3.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is a small perennial fern,<br />
seldom exceeding 8 cm tall (Lorain 1990). It has<br />
small roots (0.5 to 1 mm in diameter) and a highly<br />
variable trophophore, which is 1 to 7 cm long, oblong<br />
to long-elliptic, 0.3 to 2 cm wide, truncate to round<br />
at the base, round at the apex, pinnate or sometimes<br />
nearly simple, entire, round pinna apices, and entire<br />
or crenulate margins (Lellinger 1985, Farrar 2005).<br />
Useful field marks for B. <strong>simplex</strong> include its diminutive<br />
size, succulent stem, single compound leaf that is often<br />
clasping the sporophore, its unbranched fertile frond,<br />
and the tendency for the trophophore and sporophore<br />
to connect at ground level (Figure 2; Farrar 2005). It<br />
is highly variable and only distinguished absolutely<br />
from other <strong>grapefern</strong>s by its larger spores, which<br />
are unusually large for a diploid species, ranging in<br />
diameter from 0.035 to 0.050 mm (Rook 2002, Farrar<br />
2005). Occasional plants are found that have sporangia<br />
dotting the margins of the trophophore (Figure 3).<br />
These are called supernumerary sporangia and are seen<br />
infrequently in all moonwort species (Farrar 2005).<br />
<strong>Botrychium</strong> <strong>simplex</strong> is diploid with 45 chromosomes<br />
(2n = 90) (Wagner 1993, Wagner and Wagner 1993).<br />
Detailed descriptions for both “eastern” and<br />
“western” <strong>Botrychium</strong> <strong>simplex</strong> appear in Wagner and<br />
Wagner 1993. Several field characteristics are useful for<br />
distinguishing these two types of B. <strong>simplex</strong>. Western B.<br />
<strong>simplex</strong> has a sporophore that is longer relative to the<br />
trophophore, lacks a common stalk, and has fan-shaped<br />
pinnae. See Table 6 for a comparison of diagnostic<br />
characteristics between these types, and Figure 3,<br />
Figure 4, and Figure 5 for specimens representing<br />
these types.<br />
14<br />
<strong>Botrychium</strong> <strong>simplex</strong> var. compositum is roughly<br />
equivalent to the “western” B. <strong>simplex</strong> of Wagner and<br />
Wagner 1993 (Figure 3). It is usually has a three-parted<br />
leaf as shown in Gray (1908), <strong>Hitchcock</strong> and Cronquist<br />
(1969), and Cronquist et al. (1972). The shape of<br />
the trophophore is distinctive in having three main<br />
branches (Lorain 1990). The sporophore diverges at or<br />
just above ground level (Welsh et al. 1993, Farrar 2005)<br />
or sometimes below ground level (as noted on some<br />
specimens collected by Peter Root).<br />
<strong>Botrychium</strong> <strong>simplex</strong> var. tenebrosum occurs in<br />
eastern North America (Wagner and Wagner 1993) and<br />
elsewhere, including Wyoming (Figure 4; Hartman and<br />
Nelson 2001). It was thought by Wagner and Wagner<br />
(1993) and others to be a persistent juvenile, but current<br />
genetic evidence suggests otherwise. Var. tenebrosum is<br />
distinguished from var. <strong>simplex</strong> (Figure 5) by its smaller<br />
size, slender stature, and its simple and rudimentary<br />
trophophore attached near the top of an exaggerated<br />
common stalk. Wagner and Wagner (1993) describe<br />
a western equivalent to B. <strong>simplex</strong> var. tenebrosum,<br />
with a lower attachment of the trophophore, which is<br />
longer and more herbaceous in texture. The spores of<br />
var. tenebrosum are larger than those of var. <strong>simplex</strong><br />
(Eaton 1899). Clausen (1938) includes photographs<br />
of specimens of B. <strong>simplex</strong> var. tenebrosum. Var.<br />
tenebrosum has been mistaken for B. <strong>simplex</strong> var.<br />
<strong>simplex</strong> and B. matricariifolium.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is frequently confused with<br />
other species of <strong>Botrychium</strong> in Region 2 and elsewhere.<br />
Within Region 2, B. <strong>simplex</strong> specimens have been<br />
misidentified as B. lunaria and B. hesperium. In several<br />
cases, one plant on an herbarium sheet containing<br />
several plants has been annotated as B. lunaria or in one<br />
case B. paradoxum. Many medium or large specimens<br />
of B. <strong>simplex</strong> have flabellate pinnae that strongly<br />
resemble B. lunaria (Wagner and Wagner 1981). In<br />
Oregon, well-formed plants can be mistaken for B.<br />
pumicola, and immature plants are easily confused<br />
with B. minganense and B. lunaria (Zika et al. 1995).<br />
A key point in separating B. <strong>simplex</strong> from <strong>simplex</strong>-like<br />
minganense (B. “colorado”) is that in B. <strong>simplex</strong>, the<br />
sporophore separates from the stipe at or just below the<br />
soil surface (Figure 2; Root personal communication<br />
2003). Before its circumscription, B. montanum was<br />
known as B. <strong>simplex</strong> in Montana (Vanderhorst 1997).<br />
<strong>Botrychium</strong> <strong>simplex</strong> also looks like B. mormo (Wagner<br />
1998). In Iowa, Michigan, and Nebraska, B. <strong>simplex</strong> has<br />
been found associated with B. campestre, with which<br />
it is the putative parent species of B. gallicomontanum<br />
(Farrar and Johnson-Groh 1991, Farrar personal<br />
communication 2003).
Table 6. Diagnostic characteristics presented in Wagner and Wagner (1993) for the determination of the “eastern” and “western” types<br />
of <strong>Botrychium</strong> <strong>simplex</strong>.<br />
Characteristic B. <strong>simplex</strong> sensu lato “eastern” B. <strong>simplex</strong> “western” B. <strong>simplex</strong><br />
Sporophore 1-pinnate; one to eight times the length of the<br />
trophophore<br />
Figure 2. <strong>Botrychium</strong> <strong>simplex</strong> sporophytes at Dugout Gulch, Wyoming, Black Hills National Forest (BOSI-12) after emergence, and<br />
before separation of the trophophore and sporophore. Over 200 individuals were seen at this location in 2004. Photo by Katherine<br />
Zacharkevics, provided by Beth Burkhart.<br />
15<br />
One to four times the length of the<br />
trophophore; arises from common<br />
stalk below middle to near the top,<br />
well above the leaf sheath<br />
Three to eight times the length<br />
of the trophophore, arises<br />
directly from the top of the leaf<br />
sheath<br />
Common stalk Absent or well developed Well developed Much reduced or absent<br />
Trophophore Stalk 0 to 3cm, 0 to 1.5 times the length of the<br />
trophophore rachis, blade dull to bright green,<br />
linear to ovate-oblong to fully triangular with<br />
ternately arranged pinnae<br />
Pinnae Up to seven pairs of pinnae or well-developed<br />
lobes, spreading to ascending, closely or widely<br />
separated, distance between 1st and 2nd pinnae<br />
pairs is frequently greater than between 2nd<br />
and 3rd pairs, basal pinna pair larger and more<br />
complex than adjacent pair, cuneate to fanshaped,<br />
strongly asymmetric, venation pinnate<br />
or like ribs of fan, with midrib<br />
Habitat Dry fields, marshes, bogs, swamps, roadside<br />
ditches<br />
Nonternate or if subternate, the<br />
lateral pinnae are smaller than<br />
the central pinnae and simple<br />
to merely lobed, tip undivided,<br />
texture papery to herbaceous<br />
Lateral pinnae are smaller than<br />
central pinnae, simple to merely<br />
lobed or rarely pinnate, pinnae<br />
adnate to rachis, rounded and<br />
ovate to spatulate, segment sides at<br />
angles mostly less than 90 degrees<br />
Ternate with three equal<br />
segments, or rarely non-ternate<br />
but resembling a single segment<br />
of a ternate blade, tip divided<br />
usually into three parts, texture<br />
thin and herbaceous<br />
Pinnae usually strongly<br />
contracted at the base to stalked,<br />
angular to fan-shaped, segment<br />
sides at angles mostly more than<br />
90 degrees as in <strong>Botrychium</strong><br />
lunaria<br />
Often upland fields Along marshy margins and in<br />
meadows
Figure 3. <strong>Botrychium</strong> <strong>simplex</strong> var. compositum (“western” <strong>simplex</strong>) collected on Boreas Pass, <strong>Colorado</strong>.<br />
The gametophytes of <strong>Botrychium</strong> species remain<br />
poorly understood. They are achlorophyllous and<br />
are wholly dependent on mycorrhizal fungi for their<br />
water, mineral nutrients, and carbohydrates (Campbell<br />
1922, Bower 1926, Scagel et al. 1966, Gifford and<br />
Foster 1989, Schmid and Oberwinkler 1994). The<br />
gametophytes of other <strong>Botrychium</strong> species have been<br />
cultured and studied (Campbell 1911, Whittier 1972,<br />
Whittier 1973, Whittier 1981, Whittier 1984, Melan<br />
and Whittier 1989, Thomas and Whittier 1993).<br />
The gametophyte of <strong>Botrychium</strong> <strong>simplex</strong> was<br />
studied in detail by Campbell (1922). Like all other<br />
<strong>Botrychium</strong> species studied, the gametophyte of B.<br />
<strong>simplex</strong> has a dorsal ridge that bears the gameteproducing<br />
structures. Antheridia are borne at the top<br />
of the dorsal ridge and archegonia on either side of<br />
the dorsal ridge. The gametophytes of B. <strong>simplex</strong><br />
are monoecious, with both male and female gameteproducing<br />
structures. The gametophyte is up to 5<br />
mm long and is usually obovoid or club-shaped. The<br />
rhizoids (root-like structures) form on the lower surface.<br />
<strong>Botrychium</strong> <strong>simplex</strong> gametophytes have been found<br />
with young sporophytes attached (Clausen 1938).<br />
16<br />
Sources for keys photographs, illustrations, and<br />
descriptions<br />
There are numerous sources of keys, photographs,<br />
illustrations, and descriptions that are of great value in<br />
identification of <strong>Botrychium</strong> <strong>simplex</strong>. The best source<br />
currently available for use in Region 2 is Farrar (2005),<br />
which includes keys, descriptions, photographs, and a<br />
discussion of the diagnosis, distribution, and habitats<br />
of all western North American moonworts. This source<br />
includes details for each of the currently recognized<br />
varieties of B. <strong>simplex</strong> (vars. <strong>simplex</strong>, tenebrosum,<br />
compositum, and fontanum), but unfortunately it is<br />
unpublished and is not yet widely available. Root<br />
(2003) is another useful but unpublished source of<br />
information on moonworts in <strong>Colorado</strong> that includes<br />
keys, silhouettes, and diagnostic information. Wagner<br />
and Wagner (1993) include a description of B. <strong>simplex</strong>.<br />
Lellinger (1985) includes a good description, key,<br />
and photograph. Internet sources including Wisconsin<br />
State Herbarium (2003) and Rook (2002) contain<br />
photographs, habitat information, and links to other<br />
sources. Wagner and Wagner (1983) include a figure<br />
showing the varieties of B. <strong>simplex</strong>.
Figure 4. <strong>Botrychium</strong> <strong>simplex</strong> var. tenebrosum from Park County, Wyoming (Kirkpatrick #5317).<br />
Figure 5. <strong>Botrychium</strong> <strong>simplex</strong> var. <strong>simplex</strong> (“eastern” <strong>simplex</strong>) from East Inlet, Rocky Mountain National Park,<br />
<strong>Colorado</strong> (Douglass #62-25).<br />
17
There are also several sources of illustrations<br />
of <strong>Botrychium</strong> <strong>simplex</strong>. <strong>Hitchcock</strong> (1823) includes<br />
the first illustration of B. <strong>simplex</strong> (Figure 1). Huxley<br />
(1972) contains an illustration of B. <strong>simplex</strong> in Europe.<br />
<strong>Hitchcock</strong> et al. (1969) and Cronquist et al. (1972)<br />
include an illustration of “western” B. <strong>simplex</strong> (var.<br />
compositum). This illustration is also included in<br />
Lackschewitz (1991). Another illustration of “western”<br />
B. <strong>simplex</strong> is found in Dorn and Dorn (1972). Gray (1908)<br />
includes an illustration of var. compositum. Chadde and<br />
Kudray (2001a) provide an illustration of “eastern<br />
<strong>simplex</strong>.” A description and illustration are included in<br />
Britton and Brown (1913) for both B. <strong>simplex</strong> (Figure<br />
6) and B. tenebrosum (Figure 7). Polunin (1959)<br />
includes an illustration of var. tenebrosum. Weber and<br />
Wittmann (2001a, 2001b) provide a brief description,<br />
an illustration, and a key for <strong>Botrychium</strong> in <strong>Colorado</strong>.<br />
Campbell (1922) includes detailed descriptions and<br />
numerous detailed illustrations of the gametophyte and<br />
embryo of B. <strong>simplex</strong>.<br />
Figure 6. Illustration of <strong>Botrychium</strong> <strong>simplex</strong> (Britton and Brown 1913).<br />
18<br />
Silhouettes can be helpful in identifying<br />
moonworts. Farrar (2001) includes the silhouettes<br />
of many moonwort species, including <strong>Botrychium</strong><br />
<strong>simplex</strong>. Mantas and Wirt (1995) also include<br />
silhouettes, illustrations, and a description of B. <strong>simplex</strong><br />
in Montana.<br />
Because of its wide distribution, many floras<br />
and field guides describe <strong>Botrychium</strong> <strong>simplex</strong> (e.g.,<br />
Coulter and Nelson 1909, Rydberg 1922, Davis 1952,<br />
Harrington 1954, Peck 1961, Gleason and Cronquist<br />
1963, Munz and Keck 1968, Huxley 1972, Great Plains<br />
Flora Association 1986, Lackschewitz 1991, Welsh et<br />
al. 1993). Lorain (1990) includes a key for moonworts<br />
found in the Idaho Panhandle and a description of B.<br />
<strong>simplex</strong> (var. compositum). Full technical descriptions<br />
for B. <strong>simplex</strong> and its varieties are in Clausen (1938).<br />
Kolb and Spribille (2000) and Farrar (2005) include<br />
useful tables comparing the diagnostic characteristics of<br />
western moonwort species including B. <strong>simplex</strong>. There<br />
is no type specimen for B. <strong>simplex</strong> (Zika et al. 1995).
Figure 7. Illustration of <strong>Botrychium</strong> tenebrosum (Britton and Brown 1913).<br />
Distribution and abundance<br />
Members of subgenus <strong>Botrychium</strong> are distributed<br />
worldwide, predominantly in temperate and northern<br />
temperate habitats, but there are also representatives in<br />
temperate South America, New Zealand, and Australia<br />
(Clausen 1938, Wagner and Wagner 1993). In general,<br />
western North America and the Great Lakes region are<br />
recognized as centers of diversity and abundance for<br />
this subgenus.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is a circumboreal species,<br />
known from North America, Greenland, Iceland,<br />
Europe, Scandinavia, Corsica, and Japan (Figure<br />
\8; Clausen 1938, Wagner and Wagner 1986, Ollgaard<br />
1971, Farrar 2001, Anderberg 2003). In the western<br />
hemisphere, it is known from Greenland across the<br />
Canadian arctic and subarctic to Alaska, south to<br />
California, <strong>Colorado</strong>, Mississippi, and North Carolina<br />
(Figure 9; Kartesz 1999, Farrar 2005). It is known from<br />
10 provinces in Canada, 36 U.S. states and the District<br />
of Columbia. In some parts of its range, B. <strong>simplex</strong> is<br />
more common than other <strong>Botrychium</strong> species, and it is<br />
ranked G5 (globally secure) accordingly. Along with<br />
19<br />
B. matricariifolium, B. <strong>simplex</strong> is the most common<br />
moonwort in eastern North America. However, in<br />
many parts of its range, including Region 2, B. <strong>simplex</strong><br />
is locally quite rare. It has apparently been extirpated<br />
in Connecticut, Maryland, Virginia, and possibly<br />
Ohio (Kartesz 1999). See Table 7 for a list of states<br />
and provinces where B. <strong>simplex</strong> is found, including<br />
subnational (S) ranks and special state designations.<br />
It appears that three of the four currently<br />
recognized varieties of <strong>Botrychium</strong> <strong>simplex</strong><br />
(compositum, <strong>simplex</strong>, and tenebrosum) occur in<br />
Region 2. Dr. H. Wagner annotated many <strong>Colorado</strong><br />
specimens housed at the University of <strong>Colorado</strong><br />
Herbarium and noted whether they were “western”<br />
or “eastern” <strong>simplex</strong>. From Wagner’s annotations, it<br />
appears that both “eastern” (either var. <strong>simplex</strong> or an<br />
undescribed variety) and “western” (probably mostly<br />
var. compositum) B. <strong>simplex</strong> have been documented in<br />
<strong>Colorado</strong> (Farrar personal communication 2003, Root<br />
personal communication 2003). However, Wagner<br />
noted only one specimen (Douglass #62-25; from<br />
Grand County, <strong>Colorado</strong>) to be “eastern” <strong>simplex</strong>,<br />
and from photographs, Farrar has confirmed that this
Figure 8. Global distribution map of <strong>Botrychium</strong> <strong>simplex</strong> (Anderberg 2003).<br />
is either “eastern” <strong>simplex</strong> (var. <strong>simplex</strong>) or the new<br />
undescribed variety from the Southwest. Farrar may<br />
employ molecular techniques to confirm the taxonomic<br />
status of these plants (Farrar personal communication<br />
2003). This occurrence has not been seen since<br />
1962, despite attempts by Peter Root to find it (Root<br />
personal communication 2003). At least five Wyoming<br />
specimens housed at the Rocky Mountain Herbarium<br />
are labeled var. tenebrosum, and Wyoming material<br />
falls into this variety, according to Hartman and Nelson<br />
(2001). Most <strong>Colorado</strong> and Wyoming specimens<br />
have not been re-examined by Farrar in light of the<br />
contemporary species concept.<br />
Two erroneous sources of distribution information<br />
were found in the literature. The distribution map in<br />
Wagner and Wagner (1993) does not show occurrences<br />
in the Black Hills, which contain one occurrence in<br />
Lawrence County, South Dakota and several, newly<br />
discovered occurrences in Crook County, Wyoming.<br />
These occurrences are important to note since they add<br />
continuity to the distribution of <strong>Botrychium</strong> <strong>simplex</strong><br />
across North America. Wherry (1938) noted that<br />
20<br />
Rydberg had misleadingly attributed this species to<br />
the prairies of <strong>Colorado</strong>, but the source of Rydberg’s<br />
erroneous report was not found. Rydberg (1906) and<br />
Rydberg (1922) do not include the plains of <strong>Colorado</strong><br />
within the distribution of B. <strong>simplex</strong>.<br />
Many surveys for <strong>Botrychium</strong> <strong>simplex</strong> and other<br />
moonwort species have been completed in the past<br />
two decades (e.g., Lorain 1990, Vanderhorst 1997).<br />
Recent surveys in Region 2 have led to the discovery<br />
of new moonwort occurrences (e.g., Fertig 2000, Kolb<br />
and Spribille 2000, Thompson 2000, Buell 2001,<br />
Steinmann 2001a, Steinmann 2001b, Thompson 2001,<br />
Abbott 2003, Crook personal communication 2003,<br />
Farrar personal communication 2003, Fertig 2003,<br />
Root personal communication 2003, Farrar 2005,<br />
Burkhart personal communication 2006). The known<br />
distribution of this species in the states of Region 2<br />
consists of disjunct clusters of occurrences (Figure<br />
10, Table 8). This apparent pattern may be an artifact<br />
of the intensity of searching that has been conducted in<br />
particular areas rather than an ecologically meaningful<br />
pattern. For example, extensive searches in Yellowstone
21<br />
State/Province<br />
Conservation<br />
Status<br />
SX: Presumed<br />
Extirpated<br />
SH: Possibly<br />
Extirpated<br />
S1: Critically<br />
Imperiled<br />
S2: Imperiled<br />
S3:<br />
S4: Apparently<br />
Secure<br />
S5:<br />
Vulnerable<br />
Secure<br />
Not Ranked/<br />
Under Review<br />
(SNR/SU<br />
Figure 9. Distribution of <strong>Botrychium</strong> <strong>simplex</strong> in North America, color-coded by S rank (from NatureServe 2005).<br />
<strong>Botrychium</strong> <strong>simplex</strong> is now ranked S2 in <strong>Colorado</strong>.<br />
Table 7. Known distribution of <strong>Botrychium</strong> <strong>simplex</strong> in the western hemisphere (from Ollgaard 1971, Kartesz 1999,<br />
USDA <strong>Natural</strong> Resources Conservation Service 2002, and NatureServe 2005). USDA Forest Service Region 2 states<br />
are in bold.<br />
Nation State/Province/District S rank State Designation Status<br />
Canada Alberta S2<br />
Canada British Columbia S2S3<br />
Canada New Brunswick S4<br />
Canada Newfoundland S2<br />
Canada Northwest Territories SNR<br />
Canada Nova Scotia S2S3<br />
Canada Ontario S4?<br />
Canada Prince Edward Island S1<br />
Canada Quebec S3S4<br />
Canada Saskatchewan S1<br />
Greenland Julianehaab none<br />
USA California SNR<br />
USA <strong>Colorado</strong> S2<br />
USA Connecticut SH Special Concern Extirpated<br />
USA Delaware SNR
Table 7 (concluded).<br />
Nation State/Province/District S rank State Designation Status<br />
USA District of Columbia SNR<br />
USA Idaho S2<br />
USA Illinois S1 Endangered<br />
USA Indiana S1 Endangered<br />
USA Iowa S1 Threatened<br />
USA Maine SNR<br />
USA Maryland SH Endangered Extirpated<br />
USA Massachusetts SNR<br />
USA Michigan SNR<br />
USA Minnesota S3 Special Concern<br />
USA Mississippi SNR<br />
USA Montana SU<br />
USA Nebraska none<br />
USA Nevada SNR<br />
USA New Hampshire SNR<br />
USA New Jersey SNR<br />
USA New York SNR Exploitably Vulnerable<br />
USA North Carolina S1<br />
USA North Dakota SU<br />
USA Ohio S1 Endangered Possibly Extirpated<br />
USA Oregon S4<br />
USA Pennsylvania S5<br />
USA Rhode Island S1<br />
USA South Dakota SNR<br />
USA Utah S1<br />
USA Vermont SNR<br />
USA Virginia S1 Extirpated<br />
USA Washington S3 Sensitive<br />
USA West Virginia SNR<br />
USA Wisconsin unknown<br />
USA Wyoming S2<br />
National Park (outside of Region 2) have located<br />
numerous occurrences, but adjacent areas within<br />
Region 2 have been less intensively searched. Intensive<br />
searches on the Black Hills National Forest occurred<br />
in 2004 and 2005 and resulted in the discovery of 14<br />
new occurrences, whereas it was previously known<br />
from only three occurrences. In fact, B. <strong>simplex</strong> was<br />
the most commonly encountered moonwort species<br />
(Burkhart personal communication 2006). On the other<br />
hand, Hollis Marriott and Walter Fertig conducted<br />
<strong>Botrychium</strong> surveys in Wyoming in 1989, 1993, and<br />
1999 (Fertig 2000). While many occurrences of other<br />
species were found, these surveys resulted in relatively<br />
22<br />
few discoveries of B. <strong>simplex</strong> plants. Forested habitats<br />
have not been extensively searched for B. <strong>simplex</strong> in<br />
Region 2 (Root personal communication 2003). Also,<br />
because of the tendency to find B. <strong>simplex</strong> in wetter,<br />
shadier habitats than other moonworts in Region 2, this<br />
species may not be encountered as often and therefore<br />
be underreported.<br />
The majority of the known occurrences of<br />
<strong>Botrychium</strong> <strong>simplex</strong> in Region 2 are on National Forest<br />
System land (Table 9). These are distributed across 11<br />
national forests, with most occurrences reported from<br />
the Black Hills, Shoshone, and White River national
Table 8. Summary information for the known occurrences of <strong>Botrychium</strong> <strong>simplex</strong> in the states of USDA Forest Service Region 2, including occurrences in Wyoming that are outside<br />
of the Region 2 administrative boundary.<br />
Collector /<br />
Observer Herbarium Notes Habitat<br />
Unknown Prettyman COLO Wagner 1989: Wet soil of peat bog<br />
(s.n.)<br />
“western <strong>simplex</strong>”<br />
management Abundance<br />
Elevation Date first Date last Land ownership/<br />
State County Location (ft.) observed observed<br />
1 <strong>Colorado</strong> Boulder Caribou Flats 9,750 7/28/1949 7/28/1949 USDA Forest<br />
Service (USFS)<br />
Roosevelt<br />
National Forest<br />
COLO Verified by Peter Root In the open hillside meadow on the<br />
south facing slope to the east of the<br />
trailhead and on the north side of<br />
the road, along the edges of willows<br />
and near rocks.<br />
Unknown David<br />
Steinmann<br />
(s.n.)<br />
10,100 7/27/2001 7/27/2001 USFS<br />
Roosevelt<br />
National Forest<br />
2 <strong>Colorado</strong> Boulder 4th of July<br />
Trailhead<br />
Not reported<br />
N/A Root personal<br />
communication 2003;<br />
note in CNHP files<br />
from unknown source<br />
1 Florence<br />
Wagner<br />
City of Denver<br />
Echo Lake Park<br />
8/4 or<br />
8/5/1984<br />
10,600 8/4 or<br />
8/5/1984<br />
South of Echo<br />
Lake<br />
3 <strong>Colorado</strong> Clear<br />
Creek<br />
On flat, southeast facing, dry, open<br />
area in bottom of canyon; with<br />
COLO Originally identified as<br />
<strong>Botrychium</strong> hesperium<br />
“Abundant” M. Aitken and<br />
E. Vanwie<br />
(RG30)<br />
9,020 7/1/1995 7/1/1995 USFS<br />
Rio Grande<br />
National Forest<br />
4 <strong>Colorado</strong> Conejos Terrace<br />
Reservoir<br />
Antennaria spp. Sporulating<br />
SJNM Rolling tundra with tree islands of<br />
Picea with many ponds; bare spots<br />
in grassy matrix on south-facing<br />
slope<br />
Unknown S. O’Kane<br />
(5872), Arnold<br />
Clifford, Dave<br />
Jamieson<br />
11,490 8/8/2001 8/8/2001 USFS<br />
San Juan National<br />
Forest<br />
5 <strong>Colorado</strong> Conejos Between Fish<br />
Lake and Blue<br />
Lake<br />
Not reported<br />
GH Wherry (1938),<br />
Clausen (1938)<br />
Unknown I.M. Johnston<br />
(2415)<br />
Probably USFS<br />
Pike National<br />
before<br />
1937<br />
6 <strong>Colorado</strong> El Paso Pikes Peak ~10,940 before<br />
1937<br />
Forest<br />
Near border of lake<br />
COLO Wagner 1989:<br />
“western <strong>simplex</strong>”<br />
(orig. labeled<br />
<strong>Botrychium</strong> lunaria)<br />
Unknown H.M. Schmoll<br />
(11)<br />
7 <strong>Colorado</strong> Gilpin Teller Lake 9,600 8/1/1919 8/1/1919 USFS<br />
Roosevelt<br />
National Forest<br />
Not reported<br />
COLO T. Spribille: one plant<br />
may be <strong>Botrychium</strong><br />
paradoxum - sent to<br />
F. Wagner. Specimen<br />
originally ident. as B.<br />
lunaria. Annotated by<br />
P. Root.<br />
Unknown MM. Douglass<br />
(62-31)<br />
8,700 6/29/1962 6/29/1962 National Park<br />
Service (NPS):<br />
Rocky Mountain<br />
National Park<br />
8 <strong>Colorado</strong> Grand North Inlet<br />
Trail
Table 8 (cont.).<br />
Elevation Date first Date last Land ownership/<br />
Collector /<br />
State County Location (ft.) observed observed management Abundance Observer Herbarium Notes Habitat<br />
9 <strong>Colorado</strong> Grand East Inlet 8,500 6/27/1962 6/27/1962 NPS<br />
Unknown M.M. COLO Annotated as<br />
Near the falls, in wet marshy area of<br />
Rocky Mountain<br />
Douglass<br />
<strong>Botrychium</strong> <strong>simplex</strong> spruce-fir forest right beside stream<br />
National Park<br />
(62-25)<br />
by W. Wagner (1989);<br />
originally ident. as B.<br />
lunaria; P. Root noted<br />
that Wagner considers<br />
this specimen to be<br />
“eastern <strong>simplex</strong>.”<br />
This was confirmed<br />
by Farrar (personal<br />
communication 2003)<br />
Spruce/fir forest and/or subalpine<br />
meadow<br />
10 <strong>Colorado</strong> Gunnison No information 9,200? No data No data No data No data Arnett (2002) RM? Mentioned in Arnett<br />
(2002), no specimen<br />
at RM<br />
RM Sporulating Avalanche meadow<br />
Unknown M. Arnett<br />
(7417)<br />
10,600 8/24/1999 8/24/1999 Bureau of Land<br />
Management<br />
(BLM)<br />
11 <strong>Colorado</strong> Hinsdale Northeast<br />
of Gravel<br />
Mountain<br />
RM Sporulating Spruce forest to krummholz; along<br />
gulch<br />
12,200 8/30/1999 8/30/1999 BLM Unknown M. Arnett<br />
(7902)<br />
12 <strong>Colorado</strong> Hinsdale East fork of<br />
Alpine Gulch<br />
RM Sporulating Alpine tundra; basin of an unnamed<br />
lake<br />
Unknown M. Arnett<br />
(6836)<br />
12,680 8/11/1999 8/11/1999 USFS<br />
Gunnison<br />
National Forest<br />
13 <strong>Colorado</strong> Hinsdale Upper West<br />
Fork of<br />
Mineral Creek<br />
COLO Sporulating On dry, open northwest slope of tuff<br />
12 M. Aitken and<br />
E. Vanwie (RG<br />
174 & 175)<br />
9,000 7/27/1995 7/27/1995 USFS<br />
Rio Grande<br />
National Forest<br />
14 <strong>Colorado</strong> Hinsdale Thirty Mile<br />
Campground<br />
Along railroad tracks; open, dry site<br />
N/A Late in season; many<br />
dried-up plants<br />
5 to 10 A. Kolb & T.<br />
Spribille<br />
15 <strong>Colorado</strong> Lake Fremont Pass 11,100 9/12/2000 9/12/2000 USFS<br />
San Isabel<br />
National Forest<br />
COLO? Not reported<br />
16 <strong>Colorado</strong> Saguache No information No data No data No data No data No data University<br />
of <strong>Colorado</strong><br />
Herbarium<br />
(2003)<br />
COLO Open, clearcut, subalpine forest<br />
A. Kolb & T.<br />
Spribille (8)<br />
more than<br />
10<br />
11,155 809/2000 8/9/2000 USFS<br />
White River<br />
National Forest<br />
17 <strong>Colorado</strong> Summit Breckenridge<br />
Ski Area
Table 8 (cont.).<br />
Elevation Date first Date last Land ownership/<br />
Collector /<br />
State County Location (ft.) observed observed management Abundance Observer Herbarium Notes Habitat<br />
18 <strong>Colorado</strong> Summit Boreas Pass 11,483 8/9/2000 8/9/2000 USFS<br />
20 to 50 A. Kolb & T. COLO Open, eroded, grassy slopes at<br />
White River<br />
Spribille (11)<br />
timberline; area of historical burn;<br />
National Forest<br />
on gravelly soil among young<br />
spruce trees; also on roadbeds;<br />
aspect: west; moisture: dry<br />
~50 or more Nancy Redner KH Subalpine meadow; downslope<br />
of subalpine forest of lodgepole<br />
and spruce-fir, on a 15 to 35<br />
percent slope; organic and granite<br />
soils, cobbly, seasonally wet but<br />
becoming dry; hillside is used by<br />
elk<br />
11,400 7/22/1999 7/22/1999 USFS<br />
White River<br />
National Forest<br />
19 <strong>Colorado</strong> Summit Vail Pass Rest<br />
Area<br />
In a narrow road between ski trails,<br />
in shade<br />
1 P. Root (1258) KH Three-part trophophore<br />
partly eaten away, with<br />
vehicle tracks on the<br />
plant<br />
~10,500 7/14/2000 7/14/2000 USFS<br />
White River<br />
National Forest<br />
20 <strong>Colorado</strong> Summit Copper<br />
Mountain<br />
N/A Not reported<br />
less than 10 A. Kolb &<br />
T. Spribille<br />
(2000)<br />
21 <strong>Colorado</strong> Summit Keystone ~10,500 2000 2000 USFS<br />
White River<br />
National Forest<br />
COLO Open, eroded, grassy slopes,<br />
subalpine; area of historical burn;<br />
red sandstone; west-facing slope<br />
5 A. Kolb & T.<br />
Spribille (22)<br />
Shrine Pass 11,155 8/15/2000 8/15/2000 USFS<br />
White River<br />
National Forest<br />
22 <strong>Colorado</strong> Summit/<br />
Eagle<br />
Marshy ground; in a marshy area<br />
among Carex aquatilis<br />
COCO Baker and Kuntz<br />
(1983). COCO<br />
Specimen was verified<br />
by D. Farrar<br />
Unknown Darrow and<br />
Sigstedt (9340)<br />
(1980); W.L.<br />
Baker and D.<br />
Kuntz (1983)<br />
~9,000 7/02/1980 9/28/1983 State of <strong>Colorado</strong><br />
Dome Rock State<br />
Wildlife Area<br />
23 <strong>Colorado</strong> Teller Mueller Ranch,<br />
Reservoir #1<br />
Not reported<br />
KH Wagner considers all<br />
but one of the plants<br />
on this sheet to be<br />
“western <strong>simplex</strong>”<br />
Unknown J.B. Hartwell,<br />
C.W.T.<br />
Penland, and<br />
G.R. Marriage<br />
(1251)<br />
24 <strong>Colorado</strong> Teller Mount Baldy 10,300 6/28/1942 6/28/1942 USFS<br />
Pike National<br />
Forest<br />
In the sandy floodplain in swales<br />
under cottonwood and juniper<br />
along the Niobrara River below<br />
the narrow canyon area; on river<br />
floodplain in shaded opening<br />
between large Juniperus virginiana<br />
ISC Not found at this<br />
location in attempts<br />
to find it in 2004<br />
by Farrar (personal<br />
communication 2006)<br />
Farrar and<br />
Johnson-Groh<br />
(1986), D.R.<br />
Farrar (86-6-<br />
“fairly<br />
common”<br />
~2,400 Unknown ~6/2/1986 The Nature<br />
Conservancy<br />
25 Nebraska Brown Niobrara<br />
Valley Preserve<br />
2-2)
Table 8 (cont.).<br />
Collector /<br />
Observer Herbarium Notes Habitat<br />
management Abundance<br />
Elevation Date first Date last Land ownership/<br />
(ft.) observed observed<br />
5,630 6/18/2004 7/8/2004 USFS<br />
Black Hills<br />
National Forest<br />
State County Location<br />
In thick moss cover, near a faint<br />
game trail (which has caused<br />
disturbance on the slope) and a<br />
young downed spruce; in partial<br />
shade near a drainage bottom, in<br />
dry-mesic soil<br />
N/A Nearing sporulation on<br />
July 8<br />
1 C. Skelton, D.<br />
King, and T.<br />
Price (BOSI-<br />
10)<br />
Custer Lightning<br />
Creek<br />
26 South<br />
Dakota<br />
Unknown Unknown Unknown from SDNHP In grass with Agoseris glauca<br />
~4,500 6/20/1953 6/20/1953 USFS<br />
Black Hills<br />
National Forest<br />
Lawrence Steamboat<br />
Rock<br />
27 South<br />
Dakota<br />
In a large open meadow with high<br />
forb cover at the edge of an old<br />
stock pond and near a small stand<br />
of young aspen and an old roadbed;<br />
N/A Not yet sporulating<br />
on June 22, yellowing<br />
stalk and brown<br />
sporangia on July<br />
9; <strong>Botrychium</strong><br />
minganense is also<br />
found at this location<br />
14 C. Skelton,<br />
D. Farrar, T.<br />
Price, and D.<br />
King (BOSI-8,<br />
BOTR-11)<br />
Lawrence Tinton Road 6,426 6/12/2004 7/9/2004 USFS<br />
Black Hills<br />
National Forest<br />
28 South<br />
Dakota<br />
moisture: dry/mesic<br />
N/A On the toe of a north-northeast<br />
facing slope above a southeast<br />
facing draw, with high cover of<br />
moss and forbs. In partial shade in<br />
lower slope of the draw. Moisture:<br />
mesic. The edges of the draw have<br />
scattered spruce and aspen growing<br />
in patches.<br />
1 C. Skelton, D.<br />
King, and T.<br />
Price (BOSI-9)<br />
Lawrence Long Draw 6,160 6/17/2004 6/17/2004 USFS<br />
Black Hills<br />
National Forest<br />
29 South<br />
Dakota<br />
In an open grass/forb area on the<br />
edge of a shallow depression; near a<br />
small ponderosa pine in an area with<br />
other small ponderosa pine saplings;<br />
area is grazed; moisture: dry-mesic<br />
N/A All individuals had<br />
already sporulated<br />
8 C. Skelton, D.<br />
King, and T.<br />
Price (BOSI-<br />
13)<br />
Lawrence Meadow Creek 4,600 6/23/2004 6/23/2004 USFS<br />
Black Hills<br />
National Forest<br />
30 South<br />
Dakota<br />
At the base of an open slope in a<br />
grass/forb dominated area; there<br />
was a skid trail on the slope above<br />
this occurrence; the slope is fairly<br />
steep with small shrubs starting to<br />
emerge<br />
N/A Possibly two varieties<br />
of <strong>Botrychium</strong> <strong>simplex</strong><br />
present; B. pallidum<br />
also occurs at this<br />
location<br />
13 B. Burkhart,<br />
C. Mayer,<br />
C. Skelton,<br />
D. Reyher,<br />
D. Farrar,<br />
D. King, R.<br />
Crook, S.<br />
Popovich,<br />
and T. Price<br />
(BOTR-4)<br />
6/9/2004 7/13/2004 USFS<br />
Black Hills<br />
National Forest<br />
Lawrence Higgens Gulch 5,480 to<br />
5,520<br />
31 South<br />
Dakota
Date first Date last Land ownership/<br />
Collector /<br />
observed observed management Abundance Observer Herbarium Notes Habitat<br />
6/10/2004 6/22/2004 USFS<br />
1 C. Mayer, N/A Sporangia were still In partial shade in an open grassy<br />
Black Hills<br />
C. Skelton,<br />
green on June 10, but meadow; an open old road bed<br />
National Forest<br />
D. Farrar, D.<br />
were yellowing by passes through the meadow where<br />
King, and T.<br />
June 22; <strong>Botrychium</strong> some weeds (Taraxacum sp.,<br />
Price (BOTR-<br />
pallidum and B. Trifolium) occur<br />
5)<br />
michiganense are also<br />
found at this location<br />
5/26/2005 6/7/2005 USFS<br />
26 B. Burkhart, N/A Other <strong>Botrychium</strong> Open meadow of Black Hills<br />
Black Hills<br />
C. Mayer,<br />
species were seen at Montane Grassland with native<br />
National Forest<br />
S. Corey,<br />
this location but the species composition; area is<br />
I. Drieling,<br />
identification is not yet very flat; minor landforms seem<br />
C. Buckert,<br />
verified<br />
important; area has been heavily<br />
and K.<br />
grazed; limestone parent material<br />
Zacharkevics<br />
(BOTR-31)<br />
Table 8 (cont.).<br />
Elevation<br />
(ft.)<br />
State County Location<br />
Lawrence Citadel Rock 5,200 to<br />
5,240<br />
32 South<br />
Dakota<br />
Pennington Four Corners 6,560 to<br />
6,600<br />
33 South<br />
Dakota<br />
Open rolling grassland with<br />
fairly heavy grazing. High forb<br />
N/A Likely that many<br />
more individuals<br />
are in the vicinity.<br />
Other <strong>Botrychium</strong><br />
species are present at<br />
this site but isozyme<br />
analysis is required<br />
to identify them. This<br />
is a very rich site for<br />
<strong>Botrychium</strong> species.<br />
~75 B. Burkhart,<br />
C. Mayer,<br />
S. Corey,<br />
I. Drieling,<br />
C. Buckert,<br />
and K.<br />
Zacharkevics<br />
(BOTR-30)<br />
6,600 6/8/2005 6/8/2005 USFS<br />
Black Hills<br />
National Forest<br />
Pennington Redbank<br />
Spring<br />
34 South<br />
Dakota<br />
diversity. Shrubby cinquefoil<br />
scattered frequently on the hillside.<br />
Limestone parent material.<br />
Moisture: mesic. Topographic<br />
position: lower slope.<br />
N/A Not yet sporulating On an old mossy skid trail at the<br />
base of a northeast facing slope;<br />
spruce dominate the edges of the<br />
skid trail; in partial shade of a young<br />
spruce tree upslope of the plant<br />
1 D. King<br />
(BOTR-19)<br />
6,600 7/21/2004 7/21/2004 USFS<br />
Black Hills<br />
National Forest<br />
Pennington Coulsen<br />
Hughes Draw<br />
35 South<br />
Dakota<br />
In Sibbaldia clumps and bare soil<br />
between road and willow carr edge<br />
Unknown P. Root (90-70) KH Western type.<br />
Trophophores slightly<br />
concave but basal<br />
segments strongly<br />
folded; two parts of<br />
leaf separated at or just<br />
below soil surface<br />
36 Wyoming Carbon Slash Ridge ~9,600 8/4/1990 8/4/1990 USFS<br />
Medicine Bow<br />
National Forest
Table 8 (cont.).<br />
Date first Date last Land ownership/<br />
Collector /<br />
observed observed management Abundance Observer Herbarium Notes Habitat<br />
6/30/2003 7/2/2004 USFS<br />
3 C. Mayer, N/A <strong>Botrychium</strong> <strong>simplex</strong> Mossy, grassy area under a thin<br />
Black Hills<br />
R. Crook,<br />
has been found in three cover of bur oak and Pinus<br />
National Forest<br />
D. King, D.<br />
areas at this location; ponderosa; moist to dry-mesic,<br />
Farrar, M.<br />
B. michiganense is sandy soil; plants are found among a<br />
Gabel, K.<br />
also present at this stand of 1 to 3 foot tall aspen trees;<br />
Zacharkevics,<br />
location<br />
forbs are scattered, grasses small but<br />
S. Corey,<br />
nearly continuous in places; bare<br />
A. Kratz,<br />
ground is covered occasionally by<br />
C. Skelton,<br />
pine needles<br />
D. Rarrar,<br />
D. King, S.<br />
Popovich,<br />
and T. Price<br />
(BOTR-1,<br />
BOTR-2)<br />
N/A Open sunny roadside meadow with<br />
Pinus ponderosa at margins<br />
Elevation<br />
(ft.)<br />
State County Location<br />
4,670 to<br />
4,680<br />
37 Wyoming Crook Bearlodge<br />
Campground<br />
1 R. Crook,<br />
D. Farrar, C.<br />
Mayer, and D.<br />
King<br />
38 Wyoming Crook FS Road 830 4,730 6/2/2003 6/2/2003 USFS<br />
Black Hills<br />
National Forest<br />
Near and on the remnants of an<br />
old road bed; in an open site in<br />
grass/forb vegetation near a stand<br />
of medium sized ponderosa pines;<br />
in a flatter area on the upper slope<br />
of a north-facing hill; the site is<br />
N/A In early sporulation<br />
on June 11; one plant<br />
sporulating on July 2;<br />
<strong>Botrychium</strong> pallidum<br />
is also found at this<br />
location<br />
60 B. Burkhart,<br />
C. Skelton,<br />
D. Rarrar,<br />
D. King, R.<br />
Crook, and T.<br />
Price (BOTR-<br />
6)<br />
6/11/2004 7/2/2004 USFS<br />
Black Hills<br />
National Forest<br />
39 Wyoming Crook Beaver Creek 4,900 to<br />
4,940<br />
currently grazed<br />
On a steep, north-facing slope<br />
dominated by native forbs; the<br />
ground is covered in moss and rocks<br />
N/A Sporangia are<br />
immature<br />
7 D. King, C.<br />
Skelton, and T.<br />
Price (BOSI-<br />
14)<br />
6/25/2004 6/25/2004 USFS<br />
Black Hills<br />
National Forest<br />
40 Wyoming Crook Warren Peak 6,500 to<br />
6,600<br />
where vegetation cover is sparse;<br />
plants are in an open area with a<br />
<strong>little</strong> shade provided by a large<br />
ponderosa pine; area is grazed
Date first Date last Land ownership/<br />
Collector /<br />
observed observed management Abundance Observer Herbarium Notes Habitat<br />
6/21/2004 7/8/2004 USFS<br />
207 C. Skelton, D. N/A Large variety in stage On a toe slope between two<br />
Black Hills<br />
King, T. Price,<br />
of maturation seen on different drainages; there is a<br />
National Forest<br />
and P. Sweanor<br />
June 21; plants had vague native surface old road bed<br />
(BOSI-12)<br />
sporulated on July 8; (currently unused) going along<br />
both “eastern” and the toe slope where the plants are<br />
“western” varieties growing; with grasses and small<br />
were seen; specimens ponderosa pines; area is grazed.<br />
are being verified by<br />
D. Farrar<br />
Table 8 (cont.).<br />
Elevation<br />
State County Location (ft.)<br />
41 Wyoming Crook Dugout Gulch 4,400 to<br />
4,500<br />
In an old open unused road bed<br />
with very <strong>little</strong> tree cover; plant<br />
N/A Plant could not be<br />
found again on July 2<br />
1 B. Burkhart,<br />
C. Skelton,<br />
D. Farrar,<br />
D. King, R.<br />
Crook, and T.<br />
Price (BOSI-6)<br />
42 Wyoming Crook Fawn Creek 4,920 6/11/2004 7/2/2004 USFS<br />
Black Hills<br />
National Forest<br />
is growing in an area covered by<br />
needle litter; area is grazed<br />
Coniferous forest, grassy ridge, and<br />
high basin with internal drainage;<br />
RM Var. tenebrosum;<br />
sporulating<br />
Unknown R.L. Hartman<br />
(18845)<br />
8/17/1984 8/17/1984 USFS<br />
Shoshone National<br />
Forest<br />
9,400 to<br />
10,000<br />
43 Wyoming Fremont Vicinity of<br />
Deacon Lake<br />
grassy slopes<br />
Grass and moss-rich hummocks<br />
along banks of small stream in<br />
marsh at edge of Pinus contorta/<br />
Picea engelmannii woods<br />
RM Var. tenebrosum;<br />
sporulating<br />
Unknown W.Fertig<br />
(19618)<br />
8,100 6/25/2001 6/25/2001 USFS<br />
Bighorn National<br />
Forest<br />
44 Wyoming Johnson French Creek<br />
Swamp<br />
Among talus boulders with Arnica<br />
and Carex<br />
RM Var. tenebrosum;<br />
sporulating<br />
“Rare” R.W. Lichvar<br />
(3923)<br />
45 Wyoming Lincoln Corral Creek 9,400 9/17/1980 9/17/1980 USFS<br />
Bridger-Teton NF<br />
Mouth of creek<br />
Cited in Clausen<br />
(1938)<br />
GH, UC,<br />
NY, PH,<br />
RM, MO<br />
Unknown C.C. Parry<br />
(306)<br />
~7,740 1873 1873 NPS<br />
Yellowstone<br />
National Park<br />
46 Wyoming Park Yellowstone<br />
Lake, Mouth of<br />
Pelican Creek<br />
Riparian areas adjacent to Picea<br />
engelmannii and Abies lasiocarpa<br />
RM Var. tenebrosum;<br />
sporulating<br />
forest; moist creek banks<br />
Unknown R.S.<br />
Kirkpatrick<br />
(5317a)<br />
and R.E.B.<br />
Kirkpatrick<br />
47 Wyoming Park Kirwin 9,300 8/13/1984 8/13/1984 USFS<br />
Shoshone National<br />
Forest<br />
RM Rocky outcrops<br />
Unknown R.L. Hartman<br />
and B.E.<br />
Nelson<br />
(20707)<br />
7/14/1985 7/14/1985 USFS<br />
Shoshone National<br />
Forest<br />
48 Wyoming Park Hayden Creek 8,600 to<br />
9,400
Table 8 (cont.).<br />
Date first Date last Land ownership/<br />
Collector /<br />
observed observed management Abundance Observer Herbarium Notes Habitat<br />
7/18/1985 7/18/1985 USFS<br />
Unknown R.L. Hartman RM Moist north exposure at edge of<br />
Shoshone National<br />
(21051)<br />
Douglas-fir forest<br />
Forest<br />
Elevation<br />
(ft.)<br />
State County Location<br />
6,900 to<br />
7,800<br />
49 Wyoming Park Little Bald<br />
Ridge<br />
RM Limestone outcrops and adjacent<br />
slopes<br />
Unknown R.L. Hartman<br />
(21880)<br />
8/17/1985 8/17/1985 USFS<br />
Shoshone National<br />
Forest<br />
8,600 to<br />
9,600<br />
50 Wyoming Park Ridge<br />
Northeast<br />
of Windy<br />
Mountain<br />
In moss in montane forest<br />
RM Determined as<br />
<strong>Botrychium</strong> lunaria<br />
Unknown E.F. Evert<br />
(4619)<br />
7,600 8/3/1982 8/3/1982 USFS<br />
Shoshone National<br />
Forest<br />
51 Wyoming Park Along West<br />
Blackwater<br />
Creek Trail<br />
Not reported<br />
RM Determined as<br />
<strong>Botrychium</strong> lunaria<br />
Unknown E.F. Evert<br />
(4594)<br />
52 Wyoming Park Kitty Creek 7,200 8/1/1982 8/1/1982 USFS<br />
Shoshone National<br />
Forest<br />
YELLO About 30 meters above Columbia<br />
Pool; east aspect; 10 percent slope;<br />
adjacent to hot ground that is too<br />
hot to support vascular plants; also<br />
on north aspect; 5 percent slope<br />
on edge of barren sinter sheet and<br />
<strong>Botrychium</strong> lunariawetland west of<br />
Rustic Geyser<br />
125 J.J. Whipple<br />
(4474, 4478)<br />
7,480 6/27/1995 6/27/1995 NPS<br />
Yellowstone<br />
National Park<br />
53 Wyoming Teton Heart Lake<br />
Geyser Basin<br />
YELLO In a meadow near “bobby sox trees”<br />
(see Definitions for explanation)<br />
in areas that are less saturated than<br />
other areas in the meadow<br />
J.J. Whipple<br />
(4263, 4264)<br />
Several<br />
hundred<br />
7,240 6/24/1994 6/5/2003 NPS<br />
Yellowstone<br />
National Park<br />
54 Wyoming Teton Lower Geyser<br />
Basin<br />
Wetland<br />
ID is dubious;<br />
annotated by Don<br />
Unknown W. Gernon (7) RM,<br />
YELLO<br />
~8,000 8/10/1978 8/10/1978 NPS Yellowstone<br />
National Park<br />
55 Wyoming Teton Madison<br />
Plateau<br />
Despain in 1978<br />
but consists of one<br />
misshapen lamina<br />
(Whipple personal<br />
communication 2003)
Table 8 (concluded).<br />
Elevation Date first Date last Land ownership/<br />
Collector /<br />
(ft.) observed observed management Abundance Observer Herbarium Notes Habitat<br />
~8,950 8/20/1979 8/20/1979 NPS<br />
Unknown T. Caprio (s.n.) YELLO At least one of Not reported<br />
Yellowstone<br />
the three plants<br />
National Park<br />
on this sheet is<br />
<strong>Botrychium</strong> <strong>simplex</strong><br />
(Whipple personal<br />
communication 2003)<br />
State County Location<br />
56 Wyoming Teton Northwest side<br />
of Mariposa<br />
Lake on Two<br />
Ocean Plat<br />
Along abandoned road in roadbed<br />
where asphalt has been removed<br />
3 J.J. Whipple N/A No collection<br />
made due to small<br />
population size; not<br />
seen again at this site<br />
despite repeated visits<br />
7,300 6/7/1994 6/7/1994 NPS<br />
Yellowstone<br />
National Park<br />
57 Wyoming Teton Upper Geyser<br />
Basin near Old<br />
Faithful<br />
RM Var. tenebrosum Open, moist clay soil below white<br />
limestone boulders at timberline;<br />
community of Antennaria media/<br />
Phlox pulvinata with 60 percent<br />
vegetative cover; sporulating<br />
10,000 8/7/1997 8/7/1997 Unknown Unknown W.Fertig<br />
(17953)<br />
58 Wyoming Teton West slope<br />
of Corner<br />
Mountain<br />
Herbarium acronyms:<br />
COCO: Carter Herbarium, <strong>Colorado</strong> College<br />
COLO: University of <strong>Colorado</strong> Museum Herbarium<br />
GH: Gray Herbarium, New York<br />
ISC: Ada Hayden Herbarium<br />
KHD: Kalmbach Herbarium, Denver Botanic Gardens<br />
MO: Missouri Botanical Garden<br />
PH: Academy of <strong>Natural</strong> Sciences, Philadelphia<br />
RM: Rocky Mountain Herbarium<br />
SJNM: San Juan College Herbarium, Farmington, NM<br />
UC: University of California Berkeley<br />
YELLO: Yellowstone National Park Herbarium
Table 9. Land ownership / management status summary for the 50 known occurrences of <strong>Botrychium</strong> <strong>simplex</strong> within<br />
the administrative boundary of USDA Forest Service Region 2.<br />
Land Ownership Status Number of Populations Subtotals<br />
USDA Forest Service 41<br />
Bighorn National Forest 1<br />
Black Hills National Forest 16<br />
Gunnison National Forest 1<br />
Medicine Bow National Forest 1<br />
Pike National Forest 2<br />
Rio Grande National Forest 2<br />
Roosevelt National Forest 3<br />
San Isabel National Forest 1<br />
San Juan National Forest 1<br />
Shoshone National Forest 7<br />
White River National Forest 6<br />
National Park Service 2<br />
Rocky Mountain National Park 2<br />
Bureau of Land Management 2<br />
State of <strong>Colorado</strong> 1<br />
Dome Rock State Wildlife Area 1<br />
City of Denver 1<br />
Echo Lake Park 1<br />
The Nature Conservancy 1<br />
Niobrara Valley Preserve 1<br />
Unknown 2<br />
forests. Yellowstone National Park (outside Region 2)<br />
and Rocky Mountain National Park include six and two<br />
occurrences, respectively.<br />
In <strong>Colorado</strong>, <strong>Botrychium</strong> <strong>simplex</strong> is known<br />
from 24 locations in 14 counties, but data are sparse<br />
for most occurrences. Almost no data are available<br />
for occurrences in Gunnison, Jackson, and Saguache<br />
counties; these locations have not been verified.<br />
Arnett (2002) reported a collection of B. <strong>simplex</strong> from<br />
Gunnison County, but a specimen or other confirmation<br />
has not been found. A report from Jackson County (“on<br />
the west side of Cameron Pass”) is mentioned in a<br />
species abstract draft for B. <strong>simplex</strong> (Schwab 1992), but<br />
no specimen or other ancillary information exists for<br />
this report. Popovich (personal communication 2006)<br />
and Proctor (personal communication 2006) searched<br />
suitable habitats near Cameron Pass but did not find<br />
B. <strong>simplex</strong>. It now appears that this report arose from a<br />
1986 observation initially identified as B. <strong>simplex</strong>, but<br />
later determined to be B. hesperium (Farrar personal<br />
communication 2006). Saguache County is included in<br />
the range for B. <strong>simplex</strong> by the University of <strong>Colorado</strong><br />
Herbarium (2002), but a corresponding specimen<br />
32<br />
for this occurrence has not been found. Two other<br />
occurrences lacking vouchers are in Clear Creek and<br />
Lake counties.<br />
Occurrences in <strong>Colorado</strong> are patchy, with clusters<br />
in the vicinity of Pikes Peak, Breckenridge, and<br />
Granby. Two clusters are in the San Juan Mountains.<br />
The patchy nature of the <strong>Colorado</strong> distribution of<br />
<strong>Botrychium</strong> <strong>simplex</strong> is likely to be the result of survey<br />
intensity because in two cases (around Breckenridge<br />
(#17 in Table 8) and Granby (#8 and 9 in Table 8))<br />
the occurrences were documented during one survey or<br />
by one person. In areas such as Pikes Peak, numerous<br />
collectors were involved, but most used known locations<br />
as the start of their search.<br />
Three occurrences of <strong>Botrychium</strong> <strong>simplex</strong> have<br />
been documented in the Pikes Peak area in El Paso<br />
and Teller counties (#6, 23, and 24 in Table 8). The<br />
occurrence on Pikes Peak that is documented in<br />
Wherry (1937) was found on the south side of the peak<br />
(Root personal communication 2003). A moonwort<br />
survey was conducted on the north side of Pikes<br />
Peak in 2001; numerous moonworts were found, but
Figure 10. The distribution of <strong>Botrychium</strong> <strong>simplex</strong> in the states of USDA Forest Service Region 2. Table 8 is a<br />
complete summary of the known occurrences in Region 2.<br />
no B. <strong>simplex</strong> (Steinmann 2001a, Steinmann personal<br />
communication 2003).<br />
Recent work by Dave Steinmann and Peter Root<br />
(Steinmann 2001b, Root personal communication<br />
2003, Steinmann personal communication 2003)<br />
identified numerous moonwort occurrences in the<br />
subalpine zone in the Indian Peaks Wilderness Area<br />
of <strong>Colorado</strong>. Two occurrences of <strong>Botrychium</strong> <strong>simplex</strong><br />
are known from Boulder County, one of which was<br />
discovered in 2001 as a result of this work (#2 in Table<br />
8). <strong>Botrychium</strong> <strong>simplex</strong> was much less commonly<br />
found than other species including B. lunaria, B. echo,<br />
B. hesperium, and B. minganense (Steinmann personal<br />
communication 2003).<br />
Annette Kolb, Nancy Redner, Peter Root, Tony<br />
Spribille, and others conducted extensive surveys for<br />
<strong>Botrychium</strong> species at Copper Mountain, Breckenridge,<br />
33<br />
and Keystone ski resorts in Summit County, <strong>Colorado</strong>.<br />
Their work identified five new occurrences of B. <strong>simplex</strong><br />
in which Kolb and Spribille (2000) estimate a total of 85<br />
stems (#15, 17, 18, 21, and 22 in Table 8). Thompson<br />
(2001) presents data on moonwort aggregations in<br />
Summit County. Aggregations were observed to range<br />
in size from a single plant to 1.43 acres, with up to 590<br />
individuals in single species aggregations and as many<br />
as 1,717 individuals in aggregations containing multiple<br />
moonwort species. <strong>Botrychium</strong> <strong>simplex</strong> was the rarest<br />
moonwort observed in these surveys relative to B.<br />
lanceolatum, B. echo, B. minganense, B. hesperium, B.<br />
lunaria, B. pallidum, and B. pinnatum.<br />
No population estimates exist for 14 of the<br />
24 occurrences in <strong>Colorado</strong>, and based on the 10<br />
occurrences where there is some indication of<br />
abundance, the total population for <strong>Colorado</strong> is between<br />
100 and 200 individuals (Table 8).
In Wyoming, <strong>Botrychium</strong> <strong>simplex</strong> is known from<br />
23 occurrences in seven counties (Table 8). Wyoming<br />
<strong>Natural</strong> Diversity Database has not tracked B. <strong>simplex</strong><br />
since 1986, so they have not maintained information<br />
for this species (Heidel personal communication<br />
2003). Six of the Wyoming occurrences are from<br />
Yellowstone National Park, and another is on the<br />
Bridger-Teton National Forest in Region 4. The<br />
other 16 occurrences fall within the administrative<br />
boundaries of USFS Region 2. Seven occurrences<br />
are located on the Shoshone National Forest, east of<br />
Yellowstone National Park; these combined with the<br />
six on Yellowstone National Park represent the largest<br />
concentration of occurrences in Wyoming. Walt Fertig<br />
(2003) discovered B. <strong>simplex</strong> at French Creek Swamp<br />
on the Bighorn National Forest in 2001. One occurrence<br />
is also known from the Medicine Bow National Forest<br />
(#36 in Table 8).<br />
In the Black Hills National Forest in Wyoming,<br />
two occurrences (#37 and 38 in Table 8) of <strong>Botrychium</strong><br />
<strong>simplex</strong> were discovered in the Bearlodge Mountains<br />
of Crook County in 2003. Only one plant was found<br />
at each site. One of these locations, the Bearlodge<br />
Campground, also contained B. campestre and B.<br />
“michiganese” and has become notorious for moonwort<br />
species (Crook personal communication 2003). In 2004<br />
and 2005, Farrar, his graduate students, and USFS<br />
botanists conducted intensive surveys of the Black Hills<br />
National Forest in Wyoming and discovered four more<br />
occurrences (Burkhart personal communication 2006).<br />
The largest occurrence of <strong>Botrychium</strong> <strong>simplex</strong> in<br />
Region 2 was one of those discovered in 2004. Located<br />
at Dugout Gulch in Crook County, this population was<br />
estimated to contain 207 individuals (Burkhart personal<br />
communication 2006). Of the 15 Wyoming occurrences<br />
in Region 2, populations have been estimated for only 6<br />
and these total 279 individuals.<br />
Before 2004 <strong>Botrychium</strong> <strong>simplex</strong> was known from<br />
only a single occurrence in South Dakota, a population<br />
in Lawrence County that had not been seen since 1953<br />
(#27 in Table 8). This is probably the population<br />
that is reported for the Black Hills of South Dakota<br />
by Dorn and Dorn (1972). Ode (2001) mentions the<br />
existence of another historic occurrence in northeastern<br />
South Dakota, but no detailed information is available<br />
regarding this occurrence. As in Wyoming, intensive<br />
surveys of the Black Hills National Forest in 2004 and<br />
2005 resulted in the discovery of nine new occurrences<br />
of B. <strong>simplex</strong> in South Dakota. The estimated abundance<br />
for occurrences in South Dakota is 140 individuals.<br />
34<br />
In Nebraska, <strong>Botrychium</strong> <strong>simplex</strong> is known from a<br />
single report from Brown County at the Niobrara Valley<br />
Preserve owned by The Nature Conservancy (Farrar and<br />
Johnson-Groh 1986, Farrar personal communication<br />
2003; #25 in Table 8). Here it is described as being<br />
“fairly common” (Farrar personal communication 2003),<br />
but there are no data on the size of this occurrence. The<br />
Ada Hayden Herbarium (ISC) houses a collection from<br />
this occurrence, but no other reports of B. <strong>simplex</strong> are<br />
known from Nebraska (Bolick personal communication<br />
2003, Farrar personal communication 2003, Lewis<br />
personal communication 2003, Rolfsmeier personal<br />
communication 2003). There are no specimens of B.<br />
<strong>simplex</strong> at the University of Nebraska State Museum<br />
Herbarium (NEB) (Bolick personal communication<br />
2003). Farrar attempted unsuccessfully to find B.<br />
<strong>simplex</strong> in the Niobrara Valley Preserve in 2004 (Farrar<br />
personal communication 2006).<br />
<strong>Botrychium</strong> <strong>simplex</strong> has not been documented<br />
in Kansas, and it is doubtful that it will be found there<br />
(Farrar personal communication 2003).<br />
Population trend<br />
There are no rigorous quantitative data on<br />
population trend for <strong>Botrychium</strong> <strong>simplex</strong> in Region<br />
2, and the available data are too sparse to determine<br />
whether populations have increased or decreased.<br />
For species such as B. <strong>simplex</strong> where the proportion<br />
of dormant plants varies among years, it is difficult<br />
to accurately monitor population trends (Lesica and<br />
Steele 1994).<br />
The recent discovery of many occurrences in<br />
Region 2 is probably the result of an increase in interest<br />
in this species and its congeners rather than an increase<br />
in population. Moonworts are now known to be much<br />
more widespread and abundant on the Black Hills<br />
National Forest (Burkhart personal communication<br />
2006) and in Summit County, <strong>Colorado</strong> (Thompson<br />
2001) than previously thought. Additional searches are<br />
likely to discover more occurrences.<br />
Many locations of <strong>Botrychium</strong> <strong>simplex</strong> in Region<br />
2 are known only from very old herbarium specimens.<br />
Because of the uncertain location of these collections,<br />
it is difficult to determine whether they are extant or<br />
whether protective management should be implemented<br />
on their behalf. Seventeen of the 50 known occurrences<br />
were last visited more than 20 years ago. The failure<br />
to observe any occurrence in Region 2 more than once<br />
may herald a decline of this species, but it is probably<br />
more indicative of the difficulties in finding it.
It is not known how <strong>Botrychium</strong> <strong>simplex</strong> responds<br />
to and recovers from drought. A severe regional drought<br />
beginning in 2001 and extending into 2003 may have<br />
reduced populations of B. <strong>simplex</strong> in Region 2. The<br />
degree to which B. <strong>simplex</strong> depends on years that<br />
are particularly favorable (perhaps with respect to<br />
precipitation) for successful reproduction is not known.<br />
There is evidence to suggest that <strong>Botrychium</strong><br />
<strong>simplex</strong> has declined elsewhere in its range.<br />
<strong>Botrychium</strong> <strong>simplex</strong> is believed to have been extirpated<br />
from Connecticut, Virginia, Maryland, and possibly<br />
Ohio (Kartesz 1999, USDA <strong>Natural</strong> Resources<br />
Conservation Service 2002). <strong>Botrychium</strong> <strong>simplex</strong> is<br />
apparently increasing within Region 9 (Chadde and<br />
Kudray 2001b).<br />
The quality and amount of wetland habitat for<br />
<strong>Botrychium</strong> <strong>simplex</strong> has certainly decreased in portions<br />
of the states of Region 2, but this decline in habitat<br />
has been less severe at higher elevations where most<br />
Region 2 B. <strong>simplex</strong> occurrences are found. Since<br />
1986, wetlands have been lost at a rate of 58,500 acres<br />
per year in the continental United States (Dahl 2000).<br />
In <strong>Colorado</strong> alone, an estimated one million acres of<br />
wetlands (50 percent of the total for the state) were<br />
lost before 1980 (Dahl 1990). In total, estimated losses<br />
from all Region 2 states is approximately 39 percent of<br />
the original wetland acreage (Dahl 1990). Not included<br />
in these numbers is the loss and degradation of nonjurisdictional<br />
wetlands (i.e., those wetlands not regulated<br />
by Section 404 of the Clean Water Act), such as riparian<br />
areas. It is unknown what percentage of the wetlands<br />
lost in Region 2 would be considered B. <strong>simplex</strong> habitat.<br />
In some cases, anthropogenic disturbance may have<br />
even created habitat for B. <strong>simplex</strong> (Thompson 2001).<br />
This does not, however, suggest that human disturbance<br />
can be relied upon for the conservation of this species.<br />
See the following Habitat section for information on<br />
wetland and other habitats where B. <strong>simplex</strong> occurs.<br />
Habitat<br />
Habitat descriptions and characterization<br />
<strong>Botrychium</strong> <strong>simplex</strong> grows in a variety of<br />
habitats and conditions and has been noted for its broad<br />
ecological amplitude (Chadde and Kudray 2001b).<br />
<strong>Hitchcock</strong> (1823) originally described B. <strong>simplex</strong> from<br />
plants found in “dry hilly pastures,” but it has since<br />
been found in a wide range of other habitats. Lellinger<br />
(1985) describes its habitat as “Terrestrial in meadows,<br />
barrens, and woods, usually in subacid soil.” Wagner<br />
and Wagner (1993) describe the habitat as “dry fields,<br />
35<br />
marshes, bogs, swamps, and roadside ditches.” Rydberg<br />
(1922) broadly defines the habitat as grassy places and<br />
open woods. In general, moonworts tend to grow in<br />
places that are unpromising to botanists (Wagner and<br />
Wagner 1983, Root personal communication 2003).<br />
In Michigan, Minnesota, and Wisconsin,<br />
<strong>Botrychium</strong> <strong>simplex</strong> has been reported from both open<br />
and closed canopy settings. These include rich black<br />
ash (Fraxinus nigra) and cedar (Thuja occidentalis)<br />
swamps, jack pine (Pinus banksiana) woods, prairies,<br />
an open area dominated by reed canary grass (Phalaris<br />
arundinacea), an open field with non-native grasses,<br />
stands of northern hardwood forest, and on glacial<br />
till and outwash. It is also reported from sites that<br />
have been disturbed by humans, including borrow<br />
pits, tailings ponds, road shoulders, and old roadbeds<br />
(Chadde and Kudray 2001b, Burkhart personal<br />
communication 2006). <strong>Botrychium</strong> <strong>simplex</strong> is known<br />
from prairie habitats in Iowa and Michigan (Johnson-<br />
Groh 1999). Only three species of moonworts (B.<br />
<strong>simplex</strong>, B. campestre, and B. gallicomontanum) are<br />
restricted to prairie habitats. In Idaho, Davis (1952)<br />
reports B. <strong>simplex</strong> from dry woods and meadows<br />
while Lorain (1990) describes its habitat as the shaded<br />
understory of western redcedar/oakfern forests. In<br />
California, it is known from open meadows and damp<br />
places (Munz and Keck 1968), and it is “always in open<br />
grassy areas, often more or less marshy” and “in damp<br />
meadows with sedges (including Carex aurea), grasses,<br />
and Mimulus primuloides” (Wagner and Devine 1989).<br />
In Utah, it is known from “moist to somewhat dry<br />
woods and open slopes at 2,300 to 3,500 m” (Welsh<br />
et al. 1993). In Montana, B. <strong>simplex</strong> is known from<br />
disturbed seral lodgepole pine forests (Mantas and<br />
Wirt 1995). In Ohio, B. <strong>simplex</strong> has been documented<br />
from moist, shaded situations including weedy thickets<br />
and mesophytic woods (Ohio Department of <strong>Natural</strong><br />
Resources 2003). Herbarium specimens describe other<br />
habitats, including cold barren knolls in old pastures<br />
(Vermont); upper lake beach in shade (Ontario);<br />
cold, damp woods (Maine); and alpine meadows and<br />
meadow-forest edge (Oregon).<br />
Region 2 habitat descriptions<br />
The variability of habitat for <strong>Botrychium</strong> <strong>simplex</strong><br />
in Region 2 is as great as its morphological variability,<br />
making it very difficult to characterize its habitat. It is<br />
found not only in typical moonwort habitat, but also in<br />
shaded sites and in wetlands, where no other moonworts<br />
that have been documented in Region 2 are found. Thus,<br />
the ecological amplitude of B. <strong>simplex</strong> is probably<br />
broader than any other moonwort in Region 2. Habitats
documented in herbarium specimens range from “dry,<br />
open northwest slope of tuff” to “wet soil of peat<br />
bog” to railroad right-of-way. Farrar (2005) describes<br />
B. <strong>simplex</strong> as “a plant of open habitats, occurring in<br />
pastures, meadows, orchards, prairies, wetlands, fens,<br />
sand dunes, and in lake and stream edge vegetation,”<br />
and further states that “most of its habitats are at least<br />
temporarily wet and some (fens) are permanently<br />
saturated.” Harrington (1954) reports B. <strong>simplex</strong> from<br />
pastures, meadows, and gravelly slopes of open places.<br />
Schwab (1992) notes that it is usually found in moist<br />
meadows, gravel slopes, marshy areas, streamsides,<br />
and open places. Arnett (2002) reports finding B.<br />
<strong>simplex</strong> in spruce fir forest and subalpine meadows.<br />
Cronquist et al. (1972) report it from “moist to rather<br />
dry meadows in the mountains, apparently not above<br />
timberline.” <strong>Botrychium</strong> <strong>simplex</strong> was found in 2005 in<br />
open shrublands dominated by Dasiphora floribunda<br />
(shrubby cinquefoil) in South Dakota (Figure 11). Table<br />
8 has a summary of habitat descriptions documented for<br />
Region 2 occurrences.<br />
Recent surveys have shed light on local variation<br />
in the kinds of habitats where <strong>Botrychium</strong> <strong>simplex</strong><br />
is found. In the Black Hills, it was most often found<br />
on toeslopes adjacent to riparian greenbelts in deep<br />
36<br />
soils, and also on abandoned roadbeds (Burkhart<br />
personal communication 2006, Popovich personal<br />
communication 2006). In <strong>Colorado</strong>, it is more often<br />
reported from wetter sites near streams, but it has also<br />
been found in seasonally dry sites. Popovich (personal<br />
communication 2006) speculates that the greater annual<br />
precipitation in the Black Hills permits B. <strong>simplex</strong><br />
to persist in upland settings (though still typically in<br />
swales or proximal to a riparian area or floodplain)<br />
while it is more tightly constrained by water availability<br />
in <strong>Colorado</strong>.<br />
Varietal differences in habitat<br />
The varieties described for <strong>Botrychium</strong> <strong>simplex</strong><br />
have significant differences in their habitat affinities.<br />
The distribution of these varieties in Region 2 may<br />
account for the diversity of habitats reported for B.<br />
<strong>simplex</strong>. For example, B. tenebrosum was described<br />
from plants growing in deep shade in maple swamps<br />
(Eaton 1899). Similarly, Wagner and Wagner (1983)<br />
characterize the habitat for var. tenebrosum as “shaded<br />
bog edges.” This habitat description does not fit plants<br />
in Wyoming that fit the physical description of var.<br />
tenebrosum. Var. typicum (reported in <strong>Colorado</strong> by<br />
Harrington (1954)) is known from dry upland fields<br />
Figure 11. Habitat of <strong>Botrychium</strong> <strong>simplex</strong> at Redbank Spring, South Dakota on the Black Hills National Forest<br />
(BOTR-30). This area was a rich site for <strong>Botrychium</strong> species in 2005. The shrubs are Dasiphora floribunda. Photo by<br />
Black Hills National Forest, provided by Beth Burkhart.
(Wagner and Wagner 1983). Wagner and Wagner<br />
(1983) characterize the habitat for var. compositum as<br />
moist low meadows.<br />
Farrar (2005) notes that varietal habitat<br />
segregation exists and describes general habitat affinities<br />
for the four varieties he circumscribed. Var. compositum<br />
is frequently found in meadow and roadside habitats in<br />
<strong>Colorado</strong> and is “often the most common, and frequently<br />
the only species of moonwort present in mountain<br />
meadow sites throughout the western mountains”<br />
(Farrar 2005). Farrar (2005) notes that var. compositum<br />
may become especially common in alluvial meadows<br />
derived from granitic substrates. Var. <strong>simplex</strong> is known<br />
from “meadow woodlands” throughout its range. Var.<br />
tenebrosum is found in forests, swamp margins, and in<br />
dune complexes of the northeastern U.S., Greenland,<br />
and Canada. In northeastern North America it is most<br />
commonly present in permanently wet, often deeply<br />
shaded habitats. Var. fontanum occurs in fens and in<br />
calcareous seeps, but it is not yet known from within<br />
Region 2. Table 3 is a summary of the distinguishing<br />
characteristics of these varieties.<br />
Elevation, slope, and aspect<br />
Wagner and Wagner (1993) reported a maximum<br />
elevation of 7,200 ft. for <strong>Botrychium</strong> <strong>simplex</strong>. However,<br />
most occurrences within Region 2 are found at higher<br />
altitudes. The elevation of the known occurrences of<br />
B. <strong>simplex</strong> in Region 2 ranges from approximately<br />
2,400 ft. along the Niobrara River, where it occurs in a<br />
floodplain with cottonwood (Populus c.f. deltoides ssp.<br />
monilifera) and red cedar (Juniperus virginiana) (Farrar<br />
and Johnson-Groh 1986, Farrar personal communication<br />
2003), to 12,680 ft. in tundra. Occurrences in <strong>Colorado</strong><br />
are found at higher elevations (8,500 to 12,680 ft.)<br />
than those in Wyoming (4,670 to 10,000 ft.) and South<br />
Dakota (approximately 4,500 ft.).<br />
<strong>Botrychium</strong> <strong>simplex</strong> has been documented from<br />
flat sites as well as from slopes as steep as 35 percent in<br />
Region 2. It has been found on wasting scree and talus<br />
slopes and sloping open soil in the alpine (<strong>Colorado</strong><br />
<strong>Natural</strong> Heritage Program 2006). Most alpine species<br />
cannot tolerate the chronic disturbance regime in these<br />
sites. <strong>Botrychium</strong> <strong>simplex</strong> is also commonly found on<br />
flat sites that may or may not be disturbed.<br />
<strong>Botrychium</strong> <strong>simplex</strong> does not appear to favor<br />
any particular aspect. In two instances, B. <strong>simplex</strong><br />
occurs on south-facing exposures in both alpine and<br />
arctic habitats. One site is in the alpine of <strong>Colorado</strong> in<br />
37<br />
Conejos County. It has also been found on south-facing<br />
slopes in Greenland (Ollgaard 1971). The warming<br />
effects of greater insolation on south-facing slopes are<br />
well studied (Barbour et al. 1987) and these may allow<br />
B. <strong>simplex</strong> to persist at elevations and latitudes outside<br />
its normal range. This phenomenon has often been<br />
observed in the alpine and arctic (e.g., Bliss 1987).<br />
Soil<br />
<strong>Botrychium</strong> species are often found in alkaline,<br />
calcium-rich soils (Root personal communication<br />
2003). Occurrences of B. <strong>simplex</strong> within Region 2<br />
have been reported in calcareous soils at a variety of<br />
elevations. <strong>Botrychium</strong> <strong>simplex</strong> is also known from<br />
subacid or acid soils that are high in organic matter in<br />
Region 2 and elsewhere (Lellinger 1985, Steinmann<br />
personal communication 2003, <strong>Colorado</strong> <strong>Natural</strong><br />
Heritage Program 2006). <strong>Botrychium</strong> <strong>simplex</strong> has been<br />
found in acidic soils associated with mines outside<br />
Region 2 (Chadde and Kudray 2001b).<br />
<strong>Botrychium</strong> <strong>simplex</strong> also occurs on a range of soil<br />
textures in Region 2, including cobbly, gravelly, sandy,<br />
and clay loam. It is documented from riparian and<br />
wetland sites where soils tend to be silty (e.g., marshy<br />
areas, willow carr edge). In Montana, plants occur<br />
in open areas with shallow soils, which apparently<br />
caused stunted growth (Mantas and Wirt 1995). The<br />
suitability of germination sites varies with microscale<br />
heterogeneity of soil conditions, which probably causes<br />
the patchy distribution of <strong>Botrychium</strong> species (Johnson-<br />
Groh et al. 2002).<br />
Moisture<br />
Habitat descriptions for Region 2 occurrences<br />
range from “dry slope” and “along railroad tracks<br />
in dry site” to “in marshy area” and “wetland.” This<br />
suggests that while habitat for <strong>Botrychium</strong> <strong>simplex</strong><br />
in Region 2 might be constrained to some extent by<br />
water availability, the species has a broad tolerance<br />
of soil moisture conditions. <strong>Botrychium</strong> <strong>simplex</strong> is<br />
often found in wetlands and is a wetland indicator<br />
species in Region 2 (Table 10; U.S. Fish and Wildlife<br />
Service 1988), but its fidelity to wetland habitats is<br />
much lower than that of B. multifidum, with which it<br />
often grows. <strong>Botrychium</strong> <strong>simplex</strong> is more common in<br />
eastern North America where soils tend to be wetter.<br />
Although numerous herbarium specimen labels and<br />
other reports note dry soil conditions, most sites are at<br />
least seasonally wet. Kolb and Spribille (2000) report<br />
that sites in Summit County where B. <strong>simplex</strong> was
Table 10. Wetland Indicator Status for <strong>Botrychium</strong> <strong>simplex</strong> (U.S. Fish and Wildlife Service 1988).<br />
Region Geographic Areas in Region Wetland Indicator Status<br />
North Plains MT (Eastern), ND, SD, WY (Eastern) FAC<br />
Central Plains CO(Eastern), NE, KS FAC<br />
Intermountain CO (Western), NV, UT FACU<br />
Northwest ID, OR, MT (Western), WA, WY (Western) FACU<br />
Facultative (FAC): Equally likely to occur in wetlands or non-wetlands (estimated probability 34 to 66 percent).<br />
Facultative Upland (FACU): Usually occurs in non-wetlands (estimated probability 67 to 99 percent), but occasionally found on wetlands<br />
(estimated probability 1 to 33 percent).<br />
found were dry at the time. There are no soil moisture<br />
data available from which the physiological tolerances<br />
of B. <strong>simplex</strong> to desiccation could be determined.<br />
Disturbance as a habitat attribute<br />
Although information on the disturbance regime<br />
in Region 2 occurrences of <strong>Botrychium</strong> <strong>simplex</strong> is<br />
sparse, some observations (within and outside of<br />
Region 2) suggest that disturbance assists in the creation<br />
and maintenance of suitable habitat. Some disturbed<br />
sites in which B. <strong>simplex</strong> has been found in Region 2<br />
include scree slopes, subalpine forest clearcuts, “Open<br />
eroded grassy slopes at timberline in historic burn,”<br />
ski slopes, roads, abandoned roadbeds, floodplains<br />
and riparian areas, and railroad right-of-ways (Table<br />
8). Five of the sites where it was found on the Black<br />
Hills National Forest in 2004 and 2005 are abandoned,<br />
unused roadbeds (Burkhart personal communication<br />
2006). It has also been reported from disturbed sites<br />
outside of Region 2, including pastures, tailings ponds,<br />
borrow pits, and road shoulders (Chadde and Kudray<br />
2001b). There is a general tendency to find <strong>Botrychium</strong><br />
species in sites that were disturbed approximately 10<br />
years previously (Johnson-Groh and Farrar 2003).<br />
Buell (2001) noted that <strong>Botrychium</strong> species were most<br />
commonly found in Summit County on ski runs that had<br />
been created more than 30 years previously, and seldom<br />
on newer ski runs.<br />
In Yellowstone National Park, <strong>Botrychium</strong> <strong>simplex</strong><br />
appears to be strongly associated with geothermallyinfluenced<br />
meadows (Whipple personal communication<br />
2003). These meadows usually support interesting<br />
and atypical plant assemblages. They are probably<br />
maintained by a mild disturbance regime imposed by<br />
geothermal activity (Whipple personal communication<br />
2003). They tend to be slightly disturbed but not recently<br />
disturbed, and competitive species are not common. It is<br />
interesting to note that B. <strong>simplex</strong> also shows an affinity<br />
for hot springs in Greenland, where it was documented<br />
from a site where the soil is warmed by the spring<br />
(Ollgaard 1971). This suggests a general affinity for<br />
38<br />
geothermal features. The Reproductive biology and<br />
autecology section of this document provides a more<br />
detailed treatment of the ecological role of disturbance<br />
for B. <strong>simplex</strong>.<br />
Fire<br />
<strong>Botrychium</strong> <strong>simplex</strong> was documented in forests<br />
dominated by Pinus contorta (lodgepole pine) and<br />
P. ponderosa (ponderosa pine) in Region 2. Both are<br />
fire-adapted species, and fire is a natural and relatively<br />
frequent part of forests dominated by these species.<br />
Stand ages of subalpine lodgepole forests south of<br />
Yellowstone suggest a 200 to 400 year fire interval, but<br />
at lower elevations the interval may be as short as 50 to<br />
150 years (Peet 2000). The role of fire in the ecology<br />
B. <strong>simplex</strong> is unclear, but there is no evidence that it<br />
has an affinity for newly burned areas. Although B.<br />
<strong>simplex</strong> is associated generally with these forest types, it<br />
typically grows in streamsides or meadow edge habitats<br />
where burning may be less frequent or intense. Most<br />
occurrences of B. <strong>simplex</strong> known from Region 2 are<br />
found in or near subalpine forest dominated by Picea<br />
engelmannii (Engelmann spruce) and Abies lasiocarpa<br />
(subalpine fir), which have much longer fire-return<br />
intervals than the aforementioned forest types (Veblen<br />
personal communication 2003). The Community<br />
ecology section contains more details on the vegetation<br />
associated with B. <strong>simplex</strong>.<br />
Meadows<br />
<strong>Botrychium</strong> <strong>simplex</strong> is often documented in<br />
meadows and forest openings in Region 2 and elsewhere.<br />
Meadows are treeless areas dominated by grasses,<br />
sedges, and forbs and occur throughout the forested<br />
zones of the Rocky Mountains (Peet 2000). There is <strong>little</strong><br />
agreement on what ecological processes are responsible<br />
for the creation and maintenance of meadows. Some<br />
wet meadows in Rocky Mountain National Park are<br />
maintained by a combination of saturated soils, high<br />
snow accumulation, cold air drainage, and fine-textured<br />
soils (Peet 2000). Wet meadows are extremely variable
in their species composition depending on water<br />
chemistry and water availability. Subtle hydrologic<br />
gradients result in varying species dominance in wet<br />
meadows (Wilson 1969).<br />
Three occurrences of <strong>Botrychium</strong> <strong>simplex</strong> are<br />
in geothermally influenced meadows in Yellowstone<br />
National Park. These meadows are maintained by<br />
a mild disturbance regime imposed by geothermal<br />
activity (Whipple personal communication 2003).<br />
Like B. multifidum (subgenus Sceptridium), B. <strong>simplex</strong><br />
shows an affinity for these habitats, but it is absent from<br />
many B. multifidum locations. The Community ecology<br />
section of this document describes the plants associated<br />
with B. <strong>simplex</strong>.<br />
Mycorrhizae as a habitat attribute<br />
Most of the life cycle of <strong>Botrychium</strong> species<br />
occurs underground, and scientists understand very<br />
<strong>little</strong> about this part of its life cycle. <strong>Botrychium</strong><br />
species rely on mycorrhizal interactions in each of<br />
their life stages (Campbell 1922, Bower 1926, Scagel<br />
et al. 1966, Gifford and Foster 1989, Schmid and<br />
Oberwinkler 1994). Johnson-Groh (1999) hypothesizes<br />
that mycorrhizae are the most important factor in<br />
the establishment and persistence of <strong>Botrychium</strong><br />
occurrences. Almost nothing is known about which<br />
species of mycorrhizal fungi interact with <strong>Botrychium</strong><br />
species, what factors affect the mycorrhizal fungi,<br />
and what factors affect the interaction between the<br />
mycorrhizal fungi and <strong>Botrychium</strong>. The Reproductive<br />
biology and autecology section of this document<br />
contains a discussion of mycorrhizal interactions<br />
with <strong>Botrychium</strong>.<br />
Reproductive biology and autecology<br />
In the Competitive/Stress-Tolerant/Ruderal<br />
(CSR) model of Grime (2001), characteristics of<br />
<strong>Botrychium</strong> species most closely approximate those of<br />
stress-tolerant ruderals. Like many epiphytes, lichens,<br />
and bryophytes, they are characterized by small stature,<br />
slow relative growth rates, and small propagules. A<br />
distinguishing characteristic of plants in this category is<br />
that stressful conditions are experienced during growth.<br />
<strong>Botrychium</strong> species have high reproductive outputs<br />
(Wagner 1998), which likens them to other “r” selected<br />
species using the classification scheme of MacArthur<br />
and Wilson (1967), equivalent to ruderal species in the<br />
CSR model. The perennial life history and slow growth<br />
exhibited by <strong>Botrychium</strong> species are characteristic of<br />
stress-tolerant species in the CSR model (Grime 2001).<br />
39<br />
Moderate to light disturbance may be a critical<br />
part of the autecology of <strong>Botrychium</strong> species, including<br />
B. <strong>simplex</strong> (Clausen 1938, Lellinger 1985, Wagner and<br />
Wagner 1993, Barker and Hauk 2003, Johnson-Groh<br />
and Farrar 2003). The disturbance regime required by B.<br />
<strong>simplex</strong> has not been studied and is not well understood.<br />
Habitat attributes for most moonwort species suggest<br />
that they depend on a natural disturbance regime<br />
imposed by wildfires, floods, landslides, or avalanches<br />
(Alverson and Zika 1996). While these forces are<br />
clearly at work in most occurrences of B. <strong>simplex</strong>, some<br />
occurrences grow in relatively undisturbed sites (e.g.,<br />
“in moss in montane forest”). The role of disturbance in<br />
the autecology of B. <strong>simplex</strong> is less clear than for other<br />
members of subgenus <strong>Botrychium</strong>.<br />
In at least three locations in Region 2,<br />
<strong>Botrychium</strong> <strong>simplex</strong> has been documented from sites<br />
that burned historically. Reed Crook’s speculations<br />
(personal communication 2003) on the role of fire<br />
in the reproductive biology of B. multifidum may<br />
be relevant for B. <strong>simplex</strong> as well. There are many<br />
similarities between the life histories of <strong>Botrychium</strong><br />
species and the club mosses (Lycopodium). Both have<br />
subterranean, mycoparasitic gametophytes that persist<br />
for years underground before the sporophytes emerge.<br />
Lycopodium species have been observed to establish<br />
after fire, possibly due to the presence of mineral soil at<br />
the surface into which the spores can fall and establish<br />
underground. Because the gametophytes require<br />
years to mature, sporophytes are not observed until<br />
years after the fire and require about 80 years before<br />
population levels return to normal (Crook personal<br />
communication 2003).<br />
The wetter habitats where <strong>Botrychium</strong> <strong>simplex</strong> is<br />
found are often dominated by competitive species such<br />
as Carex aquatilis. Observations suggest that B. <strong>simplex</strong><br />
is not particularly competitive. Whipple (personal<br />
communication 2003) has noted that it is often found<br />
with typical competitive wetland species, but that it is<br />
usually found in disturbed sites where these species<br />
are not dominant. As noted in the CSR model, highly<br />
competitive species are not successful in stressed or<br />
disturbed habitats because they allocate much of their<br />
available resources to growth, and this is maladaptive in<br />
stressed or disturbed habitats (Grime 2001).<br />
Reproduction<br />
The reproductive biology of ferns is very<br />
different in many respects from that of the flowering<br />
plants. Like all Pteridophytes, but unlike angiosperms
and gymnosperms, <strong>Botrychium</strong> spores develop<br />
into gametophytes that live independently of the<br />
sporophyte, and the two often have different ecological<br />
requirements. The gametophyte is haploid and produces<br />
male and female sex cells in the antheridia and<br />
archegonia respectively. Male sex cells are motile and<br />
must move through a fluid environment to fertilize a<br />
female egg cell. The subterranean nature of <strong>Botrychium</strong><br />
gametophytes probably restricts many <strong>Botrychium</strong><br />
species to self-fertilization (McCauley et al. 1985,<br />
Soltis and Soltis 1986).<br />
Upon fertilization, the diploid phase of the life<br />
cycle begins, and this produces the sporophyte that<br />
is the life stage most familiar and visible in ferns,<br />
particularly in <strong>Botrychium</strong> since the gametophyte is<br />
subterranean and difficult to observe. In B. <strong>simplex</strong>,<br />
several archegonia may be fertilized at the same time,<br />
but only one embryo develops per gametophyte.<br />
Several species of <strong>Botrychium</strong> reproduce<br />
asexually via gemmae, which are vegetative propagules<br />
produced by the sporophyte. These bud-like structures<br />
are borne on the underground portion of the sporophyte<br />
among its roots and are abscised at maturity (Farrar<br />
and Johnson-Groh 1990). Reproduction via gemmae<br />
omits the haploid phase of the life cycle, and it may be<br />
an adaptation to dry environments, where it is difficult<br />
for the male gamete to move through the soil (Farrar<br />
and Johnson-Groh 1990). Reproduction via gemmae<br />
has been documented in B. pumicola, a close relative<br />
of B. <strong>simplex</strong> (Camacho 1996, Camacho and Liston<br />
2001), and in B. gallicomontanum, for which B. <strong>simplex</strong><br />
is a putative parent species (Farrar and Johnson-Groh<br />
1991), but it apparently does not occur in B. <strong>simplex</strong><br />
(Farrar and Johnson-Groh 1986).<br />
<strong>Botrychium</strong> <strong>simplex</strong> typically takes approximately<br />
five years to produce its first emergent leaf, but it may<br />
be capable of producing a small, aboveground, fertile<br />
frond in one year (Campbell 1922). This is in contrast<br />
to B. matricariifolium, which takes 10 years to develop<br />
an adult sporophyte (Muller 1993, Zika et al. 1995), and<br />
B. lunaria, which has a relatively small cotyledon and<br />
may require up to seven years to produce a sporophore<br />
(Campbell 1922). When given sucrose supplements, B.<br />
dissectum plants in culture were observed to sporulate<br />
in one year, but it is doubtful if this ever occurs in nature<br />
(Farrar and Johnson-Groh 1990, Whittier 1996). The<br />
gametophyte and its mycobiont are thought to nourish<br />
the embryonic sporophyte (Camacho 1996).<br />
40<br />
Spores are produced by the sporophyte in<br />
sporangia that are borne on the sporophore. Members<br />
of subgenus Sceptridium and Osmundopteris are<br />
capable of producing a trophophore but no sporophore.<br />
Moonworts, on the other hand, always produce both<br />
structures when emergent (Vanderhorst 1997). Spores<br />
are produced by reduction division (meiosis) and are<br />
capable of producing a gametophyte. They provide<br />
the only plausible means of long-distance dispersal for<br />
<strong>Botrychium</strong> species.<br />
Phenology<br />
Johnson-Groh and Lee (2002) divide the<br />
aboveground portion of the moonwort life cycle<br />
into four stages: emergence; separation, when the<br />
trophophore and sporophore separate from each other<br />
and open; spore release, or sporulation; and senescence.<br />
The emergence of <strong>Botrychium</strong> <strong>simplex</strong> occurs in the<br />
first week of June in Yellowstone National Park<br />
(Whipple personal communication 2003) and in the<br />
Black Hills (Burkhart personal communication 2006)<br />
(Figure 2). Separation probably occurs shortly after<br />
emergence, as all herbarium specimens had already<br />
separated. As observed by Johnson-Groh and Lee<br />
(2002) for B. gallicomontanum, the separation stage<br />
is brief in B. <strong>simplex</strong> while that of B. mormo is more<br />
protracted. Herbarium specimens from <strong>Colorado</strong> and<br />
Wyoming suggest that B. <strong>simplex</strong> typically sporulates<br />
from late June (as noted by <strong>Hitchcock</strong> 1823) through<br />
July and August, and sometimes into mid-September.<br />
<strong>Botrychium</strong> <strong>simplex</strong> sporulates as early as late May in<br />
Ohio (Ohio Department of <strong>Natural</strong> Resources 2003).<br />
Most plants have senesced by September to early<br />
October (Whipple personal communication 2003), but<br />
some may senesce as early as July (Burkhart personal<br />
communication 2006). Observations of Black Hills<br />
National Forest occurrences suggest that phenological<br />
stages vary considerably in their timing even within<br />
an occurrence.<br />
Fertility<br />
<strong>Botrychium</strong> species produce as many as 20 to 100<br />
or more sporangia per sporophore, and each sporophyte<br />
may produce thousands of spores, possibly the highest<br />
number of spores per case of all vascular plants<br />
(Wagner 1998). There has been no rigorous assessment<br />
of the viability of the spores of B. <strong>simplex</strong>. Spores of B.<br />
virginianum germinated on agar showed a 90 percent<br />
germination rate (Peck et al. 1990).
Dispersal<br />
Dispersal frequency and distance are not<br />
known for <strong>Botrychium</strong> <strong>simplex</strong>, but some inferences<br />
can be drawn from studies of <strong>Botrychium</strong> and other<br />
fern genera. Researchers have hypothesized that the<br />
dispersal distances for some <strong>Botrychium</strong> spores range<br />
from a few centimeters (Casson et al. 1998, Hoefferle<br />
1999) up to 3 m (Peck et al. 1990). Dyer (1994) found<br />
that spore banks were largest in soil samples taken<br />
immediately below ferns and were considerably smaller<br />
only 2 m away from spore sources. While most spores<br />
land close to the parent plant, they occasionally are a<br />
means of long-distance dispersal because some are<br />
carried considerable distances by the wind (Briggs and<br />
Walters 1997).<br />
In addition to wind dispersal, animals may<br />
disperse <strong>Botrychium</strong> spores (Wagner and Wagner 1993,<br />
Wagner personal communication 2002). The spores<br />
have thick walls that may help to retain their viability as<br />
they pass through an animal’s digestive tract (Johnson-<br />
Groh 1998, Wagner personal communication 2002). It<br />
has been thought that deer and small mammals may<br />
disperse the spores of forest species such as B. dissectum<br />
along trails and roads. After feeding the spores of B.<br />
virginianum to a vole, J.D. Montgomery was able to<br />
recover them intact from the vole’s droppings (Root<br />
personal communication 2003). Elk and other ungulates<br />
that eat the sporophores of B. <strong>simplex</strong> could act as<br />
effective dispersal vectors that would selectively move<br />
spores to other potentially suitable habitats. Gifford<br />
and Brandon (1978) suggested that soil movement by<br />
soil insects, worms, or larger animals may break up<br />
and disperse gametophytes. Buell (2001) observed that<br />
distribution patterns of <strong>Botrychium</strong> in Summit County,<br />
<strong>Colorado</strong> often followed swales, heavy equipment<br />
tracks, and erosion rills, suggesting that surface runoff<br />
may play a role in the dispersal of spores.<br />
Recent genetic studies of <strong>Botrychium</strong> <strong>simplex</strong><br />
suggest, as seen in studies of other ferns cited above,<br />
that its migration is extremely limited (Farrar 2005).<br />
Populations of B. <strong>simplex</strong> in the Sierra Nevada range<br />
of California showed great variability in allelic<br />
composition, even among samples taken from single<br />
2 by 0.5 mile meadow. Differentiation was observed<br />
even between occurrences 100 m apart that would not<br />
be possible if unrestricted inter-occurrence migration<br />
was occurring. Thus, Farrar (2005) concludes that<br />
occurrences more than a few miles apart are effectively<br />
isolated and that suitable, uncolonized habitats at these<br />
distances have a low probability of receiving a sufficient<br />
number of spores to assure colonization.<br />
41<br />
Cryptic phases<br />
Like other species of <strong>Botrychium</strong>, B. <strong>simplex</strong><br />
is probably capable of remaining dormant for at least<br />
one year and perhaps more. Long periods of dormancy<br />
are well documented for many species in subgenus<br />
<strong>Botrychium</strong> (Muller 1993, Kelly 1994, Lesica and<br />
Ahlenslager 1995, Johnson-Groh 1998, Johnson-Groh<br />
1999, Johnson-Groh and Farrar 2003). Dormancy is<br />
relatively brief for B. mormo. Only 24 percent of B.<br />
mormo plants remaining dormant one year return in the<br />
following year, and only 4 percent return after a second<br />
year of dormancy (Johnson-Groh 1998).<br />
The dominance of subterranean life stages of<br />
<strong>Botrychium</strong> species was highlighted by the recent<br />
work of Johnson-Groh et al. (2002) who observed very<br />
high ratios of underground (gametophytes and juvenile<br />
sporophytes) to aboveground structures.<br />
The importance of spore banks for <strong>Botrychium</strong><br />
<strong>simplex</strong> is unknown, but recent studies suggest that<br />
they play a vital role in the survival strategies of some<br />
ferns (Dyer and Lindsay 1992). Because of the limited<br />
ability to grow <strong>Botrychium</strong> spores in culture, it has been<br />
difficult to observe and quantify spore banks (Johnson-<br />
Groh and Farrar 2003), but studies of other ferns have<br />
found diverse spore banks that persist for many years<br />
(Milberg 1991, Dyer 1994).<br />
The longevity of the spores of <strong>Botrychium</strong> <strong>simplex</strong><br />
is unknown. Measurements of non-chlorophyll-bearing<br />
spores of other fern families have an average viability<br />
length of 1045 days (Lloyd and Klekowski 1970), and<br />
the spores of some fern genera may remain viable for<br />
long periods of time (Miller 1968, Lloyd and Klekowski<br />
1970, Windham et al. 1986). Spores of other fern genera<br />
(not <strong>Botrychium</strong>) have been germinated from 50-yearold<br />
herbarium specimens (Dyer and Lindsay 1992).<br />
Mycorrhizae<br />
<strong>Botrychium</strong> species rely upon mycorrhizae in<br />
both the sporophytic (Bower 1926, Gifford and Foster<br />
1989) and gametophytic (Campbell 1922, Bower<br />
1926, Scagel et al. 1966, Gifford and Foster 1989,<br />
Schmid and Oberwinkler 1994) stages. Germination<br />
can occur without mycorrhizal infection; however, the<br />
gametophyte will not mature without an arbuscular<br />
mycorrhizal symbiont (Campbell 1911, Whittier 1972,<br />
Whittier 1973). Many observations suggest that the<br />
fungi forming symbioses with <strong>Botrychium</strong> species are<br />
zygomycetes that provide resources to gametophytes<br />
via a “Paris-type” arbuscular mycorrhizal association
(Read et al. 2000). The subterranean, achlorophyllous<br />
gametophyte of B. lunaria (subgenus <strong>Botrychium</strong>)<br />
may live under ground for up to five years (Winther<br />
personal communication 2002) using carbohydrates<br />
and minerals gained from the mycorrhizal interaction<br />
(Schmid and Oberwinkler 1994). Daigobo (1979)<br />
observed infection of the gametophyte of B. multifidum<br />
(subgenus Sceptridium) with an endophytic (arbuscular<br />
mycorrhizal) fungus in all gametophytes examined at all<br />
developmental stages. Dormancy in <strong>Botrychium</strong> species<br />
appears to be related to the health of mycorrhizae<br />
(Johnson-Groh 1998).<br />
It is unknown how or if the mycorrhizal<br />
interaction changes when the gametophyte develops<br />
into a sporophyte, but it certainly shifts from a parasitic<br />
relationship to a more mutualistic relationship since the<br />
sporophyte is chlorophyllous and not wholly dependent<br />
on a mycobiont for carbohydrates. <strong>Botrychium</strong><br />
sporophytes have reduced, non-proliferous roots that<br />
lack hairs (Wagner and Wagner 1993), and they depend<br />
upon mycorrhizae (Bower 1926, Foster and Gifford<br />
1989). Observations of root samples of B. multifidum<br />
and B. virginianum showed 100 percent infection, with<br />
all roots having the same degree of infection (Kempema<br />
et al. 2003).<br />
Arbuscular (also referred to in the literature as<br />
vesicular-arbuscular) mycorrhizae are a known fungal<br />
symbiont with <strong>Botrychium</strong> species (Berch and Kendrick<br />
1982, Schmid and Oberwinkler 1994). Johnson-Groh<br />
(1999) hypothesizes that the most important factor<br />
in the establishment and persistence of <strong>Botrychium</strong><br />
occurrences is the presence of mycorrhizae. Little<br />
is known about the nature of this interaction. Farrar<br />
(1998) noted that mycorrhizal fungi are low in species<br />
diversity, ubiquitous in disturbed and undisturbed<br />
sites, and generalists in what plant species they infect<br />
(Smith and Read 1997). Recent studies have measured<br />
high species diversity of arbuscular mycorrhizal (AM)<br />
fungi in a single hectare (Bever et al. 2001). A single<br />
plant root was observed to host up to 49 species of<br />
AM fungi (Vandenkoornhuyse et al. 2002). These<br />
observations, coupled with the ubiquity and low host<br />
specificity of AM fungi, suggest that mycorrhizae may<br />
not be a limiting factor in the distribution of B. <strong>simplex</strong>.<br />
Future studies will be able to identify fungal symbionts<br />
of <strong>Botrychium</strong> species through experimentation with<br />
gametophytes in axenic culture (Read et al. 2000).<br />
Mycorrhizae can affect the composition of a plant<br />
community by shifting the intensity of competitive<br />
interactions (Read 1998, Van Der Heijden et al. 1998).<br />
Marler et al. (1999) found that the exotic spotted<br />
42<br />
knapweed (Centaurea maculosa) had more intense<br />
competitive effects on Festuca idahoensis (Idaho<br />
fescue) when grown together in the presence of<br />
mycorrhizal fungi. With their tight association with<br />
mycorrhizae, similar work with <strong>Botrychium</strong> species is<br />
needed to understand the potential for mycorrhizaemediated<br />
interspecific competition.<br />
Hybridization<br />
Hybrids between <strong>Botrychium</strong> species are rare<br />
(Wagner and Wagner 1993, Wagner 1998). At least<br />
10 records of sterile hybrid combinations have been<br />
documented (Wagner 1980, Wagner et al. 1984, Wagner<br />
et al. 1985, Wagner and Wagner 1988, Wagner 1991,<br />
Wagner 1993, Ahlenslager and Lesica 1996). There<br />
are no records of hybrids in Region 2, but it is possible<br />
that hybrids may exist where B. <strong>simplex</strong> occurs with B.<br />
lunaria in several locations in Region 2. Two sterile<br />
hybrids have been documented between B. <strong>simplex</strong><br />
and other <strong>Botrychium</strong> species. <strong>Botrychium</strong> lunaria<br />
(Wagner and Wagner 1988) and B. matricariifolium<br />
(Wagner 1980, Wagner 1991) are both capable of<br />
hybridizing with B. <strong>simplex</strong>. The resulting offspring<br />
have intermediate characteristics and sterile, abortive<br />
spores (Wagner 1993).<br />
Evidence from cytological and molecular<br />
research on many moonwort species strongly suggests<br />
an allopolyploid origin through historic hybridization<br />
events (Wagner 1993, Hauk and Haufler 1999,<br />
Wagner and Grant 2002). Three polyploid moonworts,<br />
<strong>Botrychium</strong> hesperium, B. pseudopinnatum, and B.<br />
gallicomontanum, are believed to have arisen through<br />
ancient hybridization events involving B. <strong>simplex</strong>. As<br />
such, these species are referred to as “nothospecies.”<br />
Table 5 describes the purported parentage of these<br />
nothospecies. Other moonworts also have a suspected<br />
hybrid parentage, including the recently described B.<br />
alaskense, which is an allotetraploid of B. lunaria and<br />
B. lanceolatum (Wagner and Grant 2002).<br />
The anatomy of the gametophyte (Bower 1926)<br />
and the difficulty that gametes encounter when traveling<br />
through dry soil (McCauley et al. 1985, Soltis and Soltis<br />
1986) serve to limit outcrossing and hybridization.<br />
Morphological and genetic analyses of genus<br />
communities have demonstrated that hybridization<br />
rarely occurs, and most hybrids have abortive spores<br />
(Wagner and Wagner 1983, Wagner et al. 1984, Wagner<br />
and Wagner 1986). This demonstrates the presence of<br />
multiple species in these genus communities rather than<br />
intraspecific variants.
Demography<br />
Members of the genus <strong>Botrychium</strong> appear to<br />
have naturally low rates of outcrossing, resulting in low<br />
levels of genetic variability (Farrar 1998, Farrar 2005).<br />
<strong>Botrychium</strong> species have coped with this for thousands,<br />
if not millions, of years, and it is therefore not a concern<br />
in assessing species or population viability. They are not<br />
subject to inbreeding depression because they do not<br />
carry a genetic load of deleterious alleles typical among<br />
outcrossing species (Farrar 2005).<br />
As in other <strong>Botrychium</strong> species, the gametophyte<br />
of B. <strong>simplex</strong> appears to be designed for self-fertilization<br />
since the antheridia are positioned just above the<br />
archegonia (Campbell 1922). Water moving through the<br />
soil is likely to bring the male sex cells to the archegonia<br />
on the same plant (Bower 1926). Hauk and Haufler<br />
(1999) found genetic evidence confirming that there<br />
are extremely high levels of inbreeding in B. <strong>simplex</strong>,<br />
and this has been observed in other <strong>Botrychium</strong> species<br />
(Soltis and Soltis 1986, Swartz and Brunsfeld 2002,<br />
Farrar 2005). Moonwort species consistently show very<br />
low intraspecific allelic variability when compared with<br />
other ferns and seed plants (Farrar 1998). Watano and<br />
Sahashi (1992) observed that heterozygous genotypes<br />
were very rare in four species in subgenus Sceptridium<br />
due to high rates of inbreeding. McCauley et al. (1985)<br />
found B. dissectum (subgenus Sceptridium) to have<br />
an outcrossing rate of less than 5 percent. Camacho<br />
and Liston (2001) found high genetic diversity in B.<br />
pumicola, suggesting that outcrossing is occurring<br />
or that B. pumicola has some other mechanism for<br />
maintaining high genetic diversity. The rare presence<br />
of interspecific hybrids in natural settings indicates<br />
the ability for cross-fertilization hybridization to occur<br />
(Wagner 1980, Wagner et al. 1984, Wagner et al. 1985,<br />
Wagner and Wagner 1988, Wagner 1991, Ahlenslager<br />
and Lesica 1996).<br />
Given the breeding biology of <strong>Botrychium</strong><br />
<strong>simplex</strong>, it is possible that they may not be sensitive to the<br />
effects of inbreeding depression since opportunities for<br />
sexual recombination are rare. The spatial distribution<br />
of B. <strong>simplex</strong> occurrences suggests that gene flow (via<br />
spore or, less frequently, gamete movement) between<br />
occurrences is probably very low.<br />
The life span of the <strong>Botrychium</strong> <strong>simplex</strong><br />
sporophyte has not been measured. Johnson-Groh<br />
and Farrar (2003) estimate that moonworts live<br />
approximately 10 years. The aboveground longevity<br />
of B. campestre is approximately four years while B.<br />
43<br />
mormo rarely live longer than two years (Johnson-Groh<br />
1998). <strong>Botrychium</strong> australe plants live an average of<br />
11.2 years (Kelly 1994), but B. dissectum (subgenus<br />
Sceptridium) individuals can live at least a few decades<br />
(Montgomery 1990, Kelly 1994), and B. multifidum<br />
(subgenus Sceptridium) may live for as long as 100<br />
years (Stevenson 1975).<br />
<strong>Botrychium</strong> gametophytes are reported to persist<br />
underground for up to five years (Winther personal<br />
communication 2002) and grow very slowly from<br />
an embryo into an adult gametophyte that produces<br />
gametes (Wagner 1998). The longevity and the<br />
fate of the gametophyte after the production of a<br />
sporophyte have not been reported (Vanderhorst 1997).<br />
Sporophytes also may live heterotrophically under<br />
ground for several years before producing aboveground<br />
structures (Kelly 1994). Upon emergence above ground,<br />
the sporophytes begin spore production on their fertile<br />
lamina (sporophore). Figure 12 is a diagrammatic<br />
representation of the life cycle of B. <strong>simplex</strong>, and<br />
Figure 13 presents a lifecycle graph (after Caswell<br />
2001). The Reproductive biology and autecology<br />
section of this document provides a discussion of the<br />
life cycle of B. <strong>simplex</strong>.<br />
No population habitat viability analysis (PHVA)<br />
has been done for <strong>Botrychium</strong> <strong>simplex</strong>. The only<br />
<strong>Botrychium</strong> species for which a PHVA has been<br />
conducted is B. mormo (Berlin et al. 1998). Although<br />
genetic studies confirm its close relationship with B.<br />
<strong>simplex</strong>, B. mormo differs in many significant ways<br />
from B. <strong>simplex</strong> and most other moonworts as well.<br />
Nonetheless, some of the conclusions drawn from<br />
the model are relevant to most members of the genus.<br />
Three factors have the most influence in the model: the<br />
number of viable spores set per sporophyte, the nature<br />
and extent of a spore bank, and spore germination rate.<br />
Unfortunately, these are the factors about which the<br />
least is known.<br />
Impacts to <strong>Botrychium</strong> <strong>simplex</strong> occurrences<br />
resulting from environmental stochasticity are possible<br />
(Johnson-Groh et al. 1998). Environmental stochasticity<br />
includes variation in fecundity and survival as<br />
a consequence of environmental conditions and<br />
catastrophic local events. It may lead to local extinction<br />
(Lande 1998, Oostermeijer et al. 2003). Environmental<br />
stochasticity can operate at many scales and may affect<br />
a species across part or all of its range. Maintaining the<br />
largest occurrences possible is most likely to reduce<br />
potential negative consequences. Extinction probability<br />
models show that belowground stages buffer local
Zygote<br />
Sexual<br />
reproduction<br />
RECOMBINATION<br />
Antheridum<br />
Egg<br />
<br />
<br />
SPOROPHYTE<br />
SPOROPHYTE<br />
GENERATION (2N)<br />
GAMETOPHYTE<br />
GENERATION (1N)<br />
Archegonium<br />
Antherizoid<br />
44<br />
Asexual<br />
reproduction<br />
Archesporial cells in<br />
sporangium<br />
Spore mother cell<br />
SEGREGATION<br />
(MEIOSIS)<br />
GAMETOPHYTE<br />
Meiospores<br />
Figure 12. Lifecycle diagram for <strong>Botrychium</strong> <strong>simplex</strong> (after Lellinger 1985), illustrating the alternation of<br />
generations.<br />
<strong>Botrychium</strong> occurrences against extinction (Johnson-<br />
Groh et al. 1998), but recovery may not be possible<br />
after major disturbances.<br />
<strong>Botrychium</strong> occurrences appear to have a<br />
metapopulation structure that may be an important<br />
component of their viability. Johnson-Groh and Farrar<br />
(2003) provide an overview of the metapopulation<br />
structure of subgenus <strong>Botrychium</strong>. Using metapopulation<br />
classes defined by Hanski and Simberloff (1997), they<br />
note that <strong>Botrychium</strong> populations do not conform<br />
to a single metapopulation class. Rather, complex<br />
spatial interactions in multiple metapopulation classes<br />
probably best characterize the structure of <strong>Botrychium</strong><br />
populations. <strong>Botrychium</strong> <strong>simplex</strong> and other species of<br />
<strong>Botrychium</strong> may depend on a shifting mosaic of suitable<br />
habitats for their long-term persistence (Clausen 1938,<br />
Chadde and Kudray 2001b), as does Pedicularis<br />
furbishiae (Pickett and Thompson 1978, Menges and<br />
Gawler 1986). If this is the case, then spores are the<br />
only means by which B. <strong>simplex</strong> could migrate to new<br />
locations. Because most <strong>Botrychium</strong> species are early to<br />
mid-seral species, they may be expected to drop out as<br />
succession proceeds to conditions unsuitable to them.<br />
Succession is of particular concern for meadow species,<br />
including B. <strong>simplex</strong> (Johnson-Groh and Farrar 2003).<br />
Evidence of limited dispersal of B. <strong>simplex</strong> suggests that<br />
the probability of successful long-distance dispersal is<br />
low (Farrar 2005).<br />
Demographic studies of <strong>Botrychium</strong> <strong>simplex</strong><br />
are lacking, and basic parameters circumscribing its<br />
life-history characteristics are unknown. Sporophytes<br />
of <strong>Botrychium</strong> species can remain dormant for one
spore<br />
C<br />
A<br />
gametophyte<br />
D<br />
100,000<br />
spores/<br />
sporophyte<br />
B<br />
45<br />
juvenile/<br />
dormant<br />
sporophyte<br />
E<br />
F<br />
G<br />
adult<br />
sporophyte<br />
Figure 13. Hypothetical life cycle graph (after Caswell 2001) for <strong>Botrychium</strong> <strong>simplex</strong>. Transition probabilities are not<br />
known and are difficult to quantify since important stages of the lifecycle occur underground (A-G). See Johnson-<br />
Groh et al. (1998) for the best information currently available regarding these parameters for subgenus <strong>Botrychium</strong>.<br />
The number of years needed for a juvenile sporophyte to reach adulthood and emerge from the ground is not known.<br />
Spore production is estimated from Wagner (1998). No transition probabilities are known for B. <strong>simplex</strong>.<br />
or more years, and most of the population at a given<br />
site probably resides underground (Johnson-Groh et<br />
al. 2002). Johnson-Groh et al. (2002) found that the<br />
average ratio of belowground to aboveground plants<br />
for moonwort species was 332:1. <strong>Botrychium</strong> mormo,<br />
the closest relative of B. <strong>simplex</strong> studied, had among<br />
the lowest ratios observed, at 65:1. An average of 728<br />
gametophytes per square meter was documented for B.<br />
mormo. In an earlier study, Bierhorst (1958) found 20<br />
to 50 gametophytes of B. dissectum per square foot,<br />
with relatively few mature gametophytes with attached<br />
juvenile sporophytes. These observations indicate<br />
that long-term studies are needed to assess the true<br />
population size (Johnson-Groh and Farrar 2003), and<br />
that the observation of a single emergent sporophyte<br />
may indicate the presence of a viable occurrence<br />
(Casson et al. 1998), or an early stage of colonization.<br />
Studying how plants become established is<br />
problematic because important events in the life cycle<br />
of <strong>Botrychium</strong> occur underground. The requirement of<br />
darkness for spore germination (Whittier 1973) is not<br />
surprising, given the gametophyte’s need to establish<br />
a mycorrhizal symbiosis within a few cell divisions<br />
(Campbell 1911). The mechanism by which spores get<br />
under ground is not known, but they somehow get from<br />
the soil surface to a depth of 1 to 2 inches. Water and<br />
frost action (freezing and thawing), and possibly fire,<br />
are probably involved (Crook personal communication<br />
2003, Root personal communication 2003). From<br />
predictions based on observations of survivorship,<br />
Johnson-Groh et al. (2002) estimate that 95 percent of<br />
<strong>Botrychium</strong> spores are unsuccessful.<br />
Community ecology<br />
<strong>Botrychium</strong> <strong>simplex</strong> is known from a range of<br />
plant communities in Region 2, and the list of associated<br />
species documented with it is long (Table 11). Kolb and<br />
Spribille (2000) present associated species in plot data<br />
from Shrine Pass (White River National Forest) and<br />
Boreas Pass (White River and Pike national forests),<br />
both in <strong>Colorado</strong>.
Table 11. Associated species reported with <strong>Botrychium</strong> <strong>simplex</strong> in USDA Forest Service Region 2.<br />
Associated Species <strong>Colorado</strong> Nebraska South Dakota Wyoming Exotic?<br />
Abies lasiocarpa X X<br />
Achillea millefolium X X<br />
Aconitum columbianum X<br />
Agoseris glauca X<br />
Agrestis thurberiana X<br />
Agrimonia sp. X<br />
Allium sp. X<br />
Amelanchier alnifolia X<br />
Amelanchier sp. X<br />
Androsace septentrionalis X<br />
Anemone sp. X<br />
Antennaria media X<br />
Antennaria neglecta X<br />
Antennaria sp. X X X<br />
Aquilegia sp. X<br />
Arctostaphylos uva-ursi X X<br />
Arnica c.f. fulgens X<br />
Arnica cordifolia X<br />
Arnica sp. X<br />
Artemisia ludoviciana X<br />
Artemisia sp. X<br />
Astragalus sp. X<br />
Betula papyrifera X<br />
<strong>Botrychium</strong> campestre X X<br />
<strong>Botrychium</strong> echo X<br />
<strong>Botrychium</strong> hesperium X<br />
<strong>Botrychium</strong> lanceolatum X<br />
<strong>Botrychium</strong> lunaria X X<br />
<strong>Botrychium</strong> michiganense X<br />
<strong>Botrychium</strong> minganense X X<br />
<strong>Botrychium</strong> multifidum X X<br />
<strong>Botrychium</strong> pinnatum X X<br />
Campanula rotundifolia X X<br />
Carex aquatilis X X<br />
Carex aurea X<br />
Carex parryana X<br />
Carex rossii X<br />
Carex sp. X X<br />
Castilleja sulphurea X<br />
Cerastium arvense X X<br />
Cirsium eatonii X<br />
Cirsium sp. X<br />
Clematis tenuiloba X<br />
46
Table 11 (cont.).<br />
Associated Species <strong>Colorado</strong> Nebraska South Dakota Wyoming Exotic?<br />
Collinsia parviflora X<br />
Collomia linearis X<br />
Comandra umbellata X<br />
Corylus cornuta X X<br />
Crataegus chrysocarpa X<br />
Crepis runcinata X<br />
Cryptogramma sp. X<br />
Cynoglossum officinale X X X<br />
Dasiphora floribunda X<br />
Delphinium bicolor X X<br />
Deschampsia caespitosa X X<br />
Dodecatheon pulchellum X X<br />
Elymus trachycaulus X<br />
Erigeron spp. X<br />
Festuca spp. X<br />
Fragaria sp. X X<br />
Fragaria virginiana X X<br />
Gallium boreale X X<br />
Gallium sp. X<br />
Geranium richardsonii X X<br />
Geum sp. X<br />
Geum triflorum X X<br />
Halenia deflexa X<br />
Heterotheca depressa X<br />
Heterotheca pumila X<br />
Hieracium umbellatum X<br />
Iris missouriensis X<br />
Juncus balticus X<br />
Juniperus communis X X<br />
Juniperus virginiana X<br />
Koeleria macrantha X<br />
Leucanthemum vulgare X X<br />
Lewisia pygmaea X<br />
Linum perenne X X<br />
Lithophragma parviflora X X<br />
Lupinus sp. X<br />
Mahonia repens X X<br />
Maianthemum stellatum X X<br />
Mertensia lanceolata X X<br />
Mimulus guttatus X<br />
Monarda fistulosa X X<br />
Muhlenbergia cuspidata X<br />
Myosotis verna X<br />
47
Table 11 (cont.).<br />
Associated Species <strong>Colorado</strong> Nebraska South Dakota Wyoming Exotic?<br />
Orthilia secunda X<br />
Oxalis dillenii X<br />
Oxalis sp. X<br />
Oxytropis campestris X<br />
Panicum acuminatum X<br />
Pentaphylloides floribunda X<br />
Phleum pratense X X<br />
Phlox hoodii X<br />
Phlox pulvinata X<br />
Picea engelmannii X X<br />
Picea glauca X<br />
Pinus contorta X X<br />
Pinus ponderosa X X<br />
Poa bulbosa X<br />
Poa compressa X<br />
Poa nemoralis X<br />
Poa pratensis X X<br />
Poa sp. X X<br />
Polygala senega X<br />
Polygonum viviparum X<br />
Polytrichum piliferum X<br />
Populus c.f. deltoides ssp. monilifera X<br />
Populus tremuloides X<br />
Potentilla sp. X X<br />
Prunella vulgaris X<br />
Pseudotsuga menziesii X<br />
Pyrola chlorantha X<br />
Quercus macrocarpa X<br />
Ranunculus sp. X<br />
Rhacomitrium canescens X<br />
Ribes sp. X<br />
Rosa sp. X<br />
Rubus idaeus X<br />
Salix bebbiana X<br />
Salix planifolia X<br />
Sanicula marilandica X<br />
Sedum lanceolatum X<br />
Sedum sp. X<br />
Selaginella densa X X<br />
Senecio canus X<br />
Senecio sp. X<br />
Shepherdia argentea X<br />
Shepherdia canadensis X<br />
48
Table 11 (concluded).<br />
Associated Species <strong>Colorado</strong> Nebraska South Dakota Wyoming Exotic?<br />
Sisyrinchium idahoense X<br />
Solidago multiradiata var. scopulorum X<br />
Solidago sp. X X<br />
Spiraea betulifolia X<br />
Sporobolus heterolepis X<br />
Stipa richardsonii X<br />
Symphoricarpos albus X<br />
Symphoricarpos sp. X X<br />
Taraxacum officinale X X<br />
Taraxacum sp. X X<br />
Thalictrum alpinum X<br />
Thalictrum dasycarpum X<br />
Thalictrum sp. X<br />
Thermopsis rhombifolia X<br />
Trifolium repens X X X<br />
Urtica dioica X<br />
Vaccinium caespitosum X<br />
Vaccinium myrtillus X<br />
Vaccinium sp. X X<br />
Viola adunca X<br />
Viola sp. X<br />
Zigadenus sp. X<br />
Zigadenus venosus X<br />
Some species and species groups commonly<br />
associated with <strong>Botrychium</strong> <strong>simplex</strong> in Region 2 reflect<br />
its habitat affinities. Coniferous trees are common<br />
associates with B. <strong>simplex</strong>, particularly in Region<br />
2. Conifers reported with B. <strong>simplex</strong> include Picea<br />
engelmannii, (Engelmann Spruce) Picea glauca (white<br />
spruce), Pseudotsuga menziesii (Douglas fir), Pinus<br />
ponderosa (ponderosa pine), P. contorta (lodgepole<br />
pine), and Abies lasiocarpa (subalpine fir). Sedges<br />
(Carex species) are also frequently documented with<br />
B. <strong>simplex</strong> range-wide and with many occurrences in<br />
Region 2. The sedge most commonly associated with<br />
B. <strong>simplex</strong> in Region 2 is C. aquatilis. Strawberry<br />
species (Fragaria vesca and F. virginiana) are common<br />
associates of many <strong>Botrychium</strong> species including B.<br />
<strong>simplex</strong> (Root personal communication 2003).<br />
Rigorous work on the community ecology of<br />
<strong>Botrychium</strong> <strong>simplex</strong> is lacking. Using phytosociological<br />
methods, Kolb and Spribille (2000) described the<br />
community in which <strong>Botrychium</strong> species were<br />
found in Summit County, <strong>Colorado</strong> as “Festuco<br />
– Heterothecetum pumilae,” (the Fescue- Dwarf<br />
Aster Community), named for the dominant plants<br />
49<br />
(Festuca brachyphylla and Heterotheca pumila) in the<br />
community. This community is characterized by ruderal<br />
taxa, including Fragaria virginiana. <strong>Botrychium</strong><br />
<strong>simplex</strong> is not noted as a characteristic species of this<br />
community type, but occurrences of B. <strong>simplex</strong> were<br />
found in this community type at Shrine Pass and Boreas<br />
Pass. Detailed community description and plot data can<br />
be found in Kolb and Spribille (2000).<br />
Species in subgenus <strong>Botrychium</strong> often occur<br />
together in genus communities (Wagner and Wagner<br />
1983). “Genus community” is a term coined by Wagner<br />
and Wagner (1983) to describe the peculiar tendency<br />
for two or more <strong>Botrychium</strong> species to be found<br />
in close association with one another. <strong>Botrychium</strong><br />
<strong>simplex</strong> has been documented with numerous other<br />
moonwort species in Region 2 and elsewhere. Wagner<br />
and Wagner (1983) document the co-occurrence<br />
of B. <strong>simplex</strong> with nine other moonwort species in<br />
genus communities (B. minganense, B. crenulatum,<br />
B. lunaria, B. pinnatum, B. lanceolatum, B. echo, B.<br />
hesperium, B. matricariifolium, and B. paradoxum).<br />
<strong>Botrychium</strong> <strong>simplex</strong> has also been documented with<br />
B. ascendens (Wagner and Wagner 1986, Vanderhorst
1997), B. pedunculosum (Wagner and Wagner 1986),<br />
B. mormo (Wagner and Wagner 1981, Chadde and<br />
Kudray 2001a), B. multifidum (Wagner and Devine<br />
1989), and B. campestre and B. gallicomontanum<br />
(Farrar and Johnson-Groh 1986). Ollgaard (1971)<br />
reports the presence of B. lanceolatum, B. lunaria, and<br />
B. multifidum with B. <strong>simplex</strong> in Greenland.<br />
Within Region 2, <strong>Botrychium</strong> <strong>simplex</strong> is also<br />
frequently documented in genus communities.<br />
<strong>Colorado</strong> element occurrence records note the presence<br />
of B. echo, B. hesperium, B. lanceolatum, B. lunaria,<br />
and B. minganense with B. <strong>simplex</strong> (<strong>Colorado</strong> <strong>Natural</strong><br />
Heritage Program 2006). <strong>Botrychium</strong> <strong>simplex</strong> has<br />
been found with B. campestre in Brown County,<br />
Nebraska (Farrar and Johnson-Groh 1986, Farrar<br />
personal communication 2003). Both B. campestre<br />
and B. ‘michiganense’ have been documented from the<br />
Bearlodge Campground in Crook County, Wyoming,<br />
but they have not been found in close association with<br />
B. <strong>simplex</strong> at this location. <strong>Botrychium</strong> <strong>simplex</strong> has<br />
been found with B. pallidum at three locations on the<br />
Black Hills National Forest, and with other unidentified<br />
taxa at one location (Burkhart personal communication<br />
2006). Outside Region 2, B. <strong>simplex</strong> has been found<br />
with B. multifidum at two sites in Yellowstone National<br />
Park (Whipple personal communication 2003), and<br />
these species are often found together (Crook personal<br />
communication 2003, Farrar 2005).<br />
The coexistence of species of <strong>Botrychium</strong> in genus<br />
communities is interesting from a community ecology<br />
standpoint. If the members of genus communities<br />
occupy the same niche, then they coexist in violation<br />
of Gause’s competitive exclusion principle (Krebs<br />
1972). Because water, nutrient, and some carbohydrate<br />
uptake are mediated by mycorrhizae, it is possible that<br />
even if genus community members depend on the<br />
same resources, coexisting plants are not engaged in<br />
direct interspecific competition. Competition may be<br />
for access to the mycorrhizae if it is occurring at all.<br />
No research has been done on <strong>Botrychium</strong> species with<br />
respect to these issues. Wagner and Wagner (1983) offer<br />
an interesting discussion of this issue from a population<br />
biology standpoint.<br />
Moonworts clearly tolerate some degree of<br />
grazing, but there is <strong>little</strong> information on which to base<br />
management decisions regarding livestock and wildlife<br />
grazing (Johnson-Groh and Farrar 2003). Montgomery<br />
(1990) found that even repeated removal of the leaf<br />
of <strong>Botrychium</strong> dissectum (subgenus Sceptridium)<br />
for three years did not kill the plants, and on this he<br />
commented (p. 178) “It is certainly remarkable that<br />
50<br />
these plants persist.” Observations of B. minganense<br />
and B. montanum by George Wooten on the Okanogan<br />
National Forest in Oregon may offer some insights<br />
into possible impacts of grazing on B. <strong>simplex</strong>. These<br />
two species were monitored in a trampled spring area,<br />
and while they appeared to benefit from disturbance<br />
in lightly trampled areas, they were destroyed in<br />
heavily trampled areas. Moderately trampled areas<br />
were not affected (Roche 2004). The sensitivity of B.<br />
<strong>simplex</strong> to grazing is not known, but some observations<br />
suggest that it tolerates a moderate level of grazing. It<br />
is documented from pastures in numerous locations<br />
outside of Region 2.<br />
There is some speculation that spores of at least<br />
some <strong>Botrychium</strong> species are dispersed by mammals,<br />
based primarily on observations of herbivory on the<br />
sporophores of B. mormo (Casson et al. 1998, Wagner<br />
personal communication 2002). Although dispersal by<br />
animals has not been demonstrated for B. <strong>simplex</strong>, it is<br />
possible that elk, deer, and other grazing ungulates act<br />
as dispersal agents by eating the ripe sporophores in the<br />
fall. This would be advantageous to B. <strong>simplex</strong>, since<br />
elk and deer use B. <strong>simplex</strong> habitats and would tend<br />
to deposit the spores in sites suitable for germination.<br />
Small mammals may also function as short-distance<br />
spore dispersal agents. The large, thick walled spores<br />
of <strong>Botrychium</strong> species may be an adaptation to dispersal<br />
by herbivores (Wagner 1998).<br />
Plants on Vail Pass in the White River National<br />
Forest have been subjected to small mammal predation<br />
(<strong>Colorado</strong> <strong>Natural</strong> Heritage Program 2006). The plant<br />
found at Copper Mountain also appeared to have been<br />
partially eaten or damaged, but it also had been driven<br />
over by a vehicle (Root personal communication 2003).<br />
There are no reports of parasitism or disease in the<br />
literature for any <strong>Botrychium</strong> species in Region 2.<br />
CONSERVATION<br />
Threats<br />
Observations suggest that there are several threats<br />
to the persistence of <strong>Botrychium</strong> <strong>simplex</strong>. In Ohio,<br />
soil compaction, drying of habitat, and removal of<br />
vegetation are threats to B. <strong>simplex</strong> (Ohio Department<br />
of <strong>Natural</strong> Resources 2003). Chadde and Kudray<br />
(2001b) noted that major threats to B. <strong>simplex</strong> in<br />
Wisconsin, Michigan, and Minnesota include exotic<br />
earthworms, exotic plants, succession to closed<br />
canopy forest, major disturbance (ranked medium for<br />
degree of impact), and canopy thinning and minor<br />
disturbance (ranked low for degree of impact). Lorain
(1990) noted no anthropogenic threats to B. <strong>simplex</strong> in<br />
Idaho but included windthrow or trampling by large<br />
game animals as potential natural threats. Threats to<br />
<strong>Botrychium</strong> occurrences in the Wallowa Mountains<br />
of Oregon include natural succession, recreational<br />
use, and impacts from pack animals and domestic<br />
livestock (Alverson and Zika 1996). Berlin et al. (1998)<br />
described and ranked numerous threats to B. mormo.<br />
These were sorted into four general categories: exotics,<br />
forestry practices, development and land use, and other.<br />
While many of these threats are specific to B. mormo,<br />
some are relevant for B. <strong>simplex</strong> as well: earthworms,<br />
clearcutting, salvage sales, road right-of-way<br />
management, lakeshore development, recreation site<br />
development, anthropogenic alteration of hydrology,<br />
human population increase, natural windthrow, and<br />
flooding. While these factors pose potential threats for<br />
B. <strong>simplex</strong>, the nature and magnitude of the threat is<br />
different for B. <strong>simplex</strong> due to ecological and geographic<br />
differences between these species.<br />
In approximate order of decreasing priority,<br />
threats to <strong>Botrychium</strong> <strong>simplex</strong> in Region 2 include ski<br />
area development and maintenance, road construction<br />
and maintenance, timber harvest, recreation, fire,<br />
grazing, effects of small population size, woody plant<br />
encroachment, exotic species invasion, succession,<br />
global climate change, and pollution. More complete<br />
information on the biology and ecology of this species<br />
may elucidate other threats specific to Region 2.<br />
Assessment of threats to this species will be an important<br />
component of future inventory and monitoring work.<br />
See the sections below for specific discussion of the<br />
known threats to B. <strong>simplex</strong>.<br />
Influence of management activities and natural<br />
disturbances on individuals and habitat<br />
Ski area development and maintenance<br />
Construction of facilities to support recreational<br />
skiing presents potential threats to specific moonwort<br />
occurrence, primarily those on the White River National<br />
Forest. Because of a lack of baseline data, it is not know<br />
to what extent the creation of ski runs and ski areas<br />
has benefited or negatively impacted occurrences of<br />
<strong>Botrychium</strong> species, including B. <strong>simplex</strong>. For species<br />
that can occur in forested sites such as B. <strong>simplex</strong> and<br />
B. multifidum, the potential negative impacts from ski<br />
run creation are greater than for most other moonwort<br />
species that are found almost exclusively in open sites.<br />
Creation of ski runs and facilities for recreational<br />
skiers has altered habitats in the mountains of Region<br />
51<br />
2, and it is not known if occurrences in ski runs remain<br />
viable for long periods. Their viability could easily<br />
be compromised by management activities needed to<br />
maintain ski runs. Snow-making activities can change<br />
the hydrology of an area by increasing surface runoff and<br />
snow depth. The impacts of these factors to <strong>Botrychium</strong><br />
<strong>simplex</strong>, if any, are not known. Construction of a ski<br />
hut near the Vail Pass occurrences presents a potential<br />
threat due to disturbance associated with construction<br />
and increased use of the hut. Because the presence of<br />
B. <strong>simplex</strong> was known before construction, the hut was<br />
located in a site where impacts to the occurrence would<br />
be reduced. Summer use of the hut could still result in<br />
trampling of individuals.<br />
Road and trail construction and maintenance<br />
Road construction and maintenance threaten<br />
known occurrences of <strong>Botrychium</strong> <strong>simplex</strong> in Region<br />
2. New road construction and road widening or<br />
modification can directly impact occurrences of B.<br />
<strong>simplex</strong> in the area. Potential secondary effects of roads<br />
include changes in hydrology, an increase in erosion,<br />
and the introduction of weed species.<br />
One occurrence at Copper Mountain in <strong>Colorado</strong><br />
was reported in an infrequently used road where renewed<br />
use, repair, and/or maintenance may compromise its<br />
viability. Four other occurrences in Region 2 are known<br />
to be within or adjacent to active roads in Region 2, and<br />
others may be as well. In 2004 and 2005, five additional<br />
occurrences were discovered within or adjacent to old<br />
unused roadbeds in the Black Hills National Forest. The<br />
threats to these occurrences appear minimal at present,<br />
but they could increase if the roads were reopened. One<br />
<strong>Botrychium</strong> <strong>simplex</strong> occurrence is located along active<br />
railroad tracks where similar threats may exist.<br />
Timber harvest<br />
Direct impacts to <strong>Botrychium</strong> species from<br />
timber harvest include soil compaction, disruption<br />
of the organic surface horizon, changes in light, and<br />
loss of soil nutrients and moisture (Johnson-Groh and<br />
Farrar 2003). Sedimentation is another documented<br />
threat. Secondary impacts of timber harvest such as<br />
road building or other activities may also represent<br />
potential threats to B. <strong>simplex</strong> occurrences. It might be<br />
expected that occurrences of B. <strong>simplex</strong> within a timber<br />
harvest area would be negatively impacted. Outside of<br />
ski areas on the White River National Forest, there are<br />
no occurrences of B. <strong>simplex</strong> in Region 2 known to be<br />
currently or historically impacted by timber harvest.
Recreation<br />
Recreational use of <strong>Botrychium</strong> <strong>simplex</strong> habitat<br />
presents a direct threat to individuals, which may<br />
be killed or damaged. Off-road vehicle use (both<br />
motorized and non-motorized) represents the greatest<br />
recreational threat to B. <strong>simplex</strong>. Off-road vehicle<br />
use has the potential to be highly detrimental to B.<br />
<strong>simplex</strong> habitat by disturbing soil and plant community<br />
integrity, altering hydrology and hydrologic processes,<br />
increasing erosion, and enhancing the spread of<br />
invasive plant species. Off-road use of motorized<br />
vehicles has affected the Caribou Flats area of Boulder<br />
County, <strong>Colorado</strong> where one occurrence has been<br />
documented. Off-road vehicle use could threaten<br />
occurrences in unused roadbeds on the Black Hills<br />
National Forest if these areas begin to be used as trails.<br />
Use of mountain bikes and “mountainboards” (similar<br />
to snowboards but equipped with wheels for use on<br />
ski slopes in the summer) has the potential to impact<br />
individuals on ski slopes.<br />
Fire<br />
Fire affects individual plants directly by burning<br />
their aerial portions, but <strong>Botrychium</strong> species, including<br />
B. <strong>simplex</strong>, appear to suffer no ill consequences from<br />
this (Johnson-Groh and Farrar 2003). Particularly hot<br />
fires or fires when the soil is desiccated could result<br />
in plant mortality, but due to the strong dependence<br />
of the species on mycorrhizae, removal of leaf tissue<br />
via burning or other means is probably inconsequential<br />
to the plant’s survival (Montgomery 1990, Wagner<br />
and Wagner 1993, Johnson-Groh and Farrar 1996a,<br />
Johnson-Groh and Farrar 1996b, Johnson-Groh 1999).<br />
Fires that occur in the summer or fall (when forest fires<br />
are most common) would preclude any reproductive<br />
output for that year and might kill spores lying near the<br />
surface (Root personal communication 2003).<br />
While fire itself may not have much effect on<br />
<strong>Botrychium</strong> <strong>simplex</strong>, the secondary effects of fire<br />
can threaten individuals. Sedimentation is one such<br />
secondary threat. Burial by sediment has resulted in<br />
the apparent mortality of buried individuals of other<br />
<strong>Botrychium</strong> species (Johnson-Groh and Farrar 2003).<br />
Part of a permanent plot at Frenchman’s Bluff, Minnesota<br />
was buried by soil excavated by gophers. While this<br />
resulted in the temporary loss of B. gallicomontanum<br />
individuals, after 11 years of monitoring at this site<br />
the population had rebounded (Johnson-Groh 1999,<br />
Johnson-Groh and Farrar 2003).<br />
52<br />
Grazing<br />
Grazing offers both potential benefits and<br />
detriments with regard to <strong>Botrychium</strong> <strong>simplex</strong>. This<br />
species is found in pastures outside of Region 2,<br />
suggesting that it is tolerant of some level of grazing.<br />
However, it is most often reported from “old pastures,”<br />
suggesting that B. <strong>simplex</strong> is less compatible with an<br />
intensive grazing regime. Elk and other ungulates<br />
frequent the meadow habitats of B. <strong>simplex</strong> and may<br />
occasionally graze it. Grazing can eliminate a season’s<br />
contribution to the spore bank (Johnson-Groh and Farrar<br />
2003). Livestock tend to prefer grasses, permitting the<br />
competitive release of broad-leaved plants, which<br />
may benefit B. <strong>simplex</strong> in some situations. However,<br />
disturbance of the surface by cattle may injure some<br />
individuals (potentially above and below ground).<br />
Livestock grazing may indirectly affect B. <strong>simplex</strong><br />
by increasing erosion, altering the plant community<br />
composition, damaging the soil structure (particularly<br />
in wet conditions), and introducing invasive plants.<br />
Therefore, the use of cattle grazing as a management<br />
tool for the enhancement of habitat is risky for a plant<br />
as rare as B. <strong>simplex</strong>.<br />
Effects of small population size<br />
Demographic stochasticity is the variation over<br />
time in vital rates such as recruitment and survival, and<br />
it is generally only a concern for very small occurrences.<br />
Because there are limited data on occurrence sizes in<br />
Region 2, the degree to which many occurrences are<br />
threatened by the effects of demographic stochasticity<br />
is unknown. Reported numbers of individuals at most<br />
occurrences of <strong>Botrychium</strong> <strong>simplex</strong> in Region 2 fall<br />
below the generally accepted minimum effective<br />
population size of 50 reproductive individuals (Soulé<br />
1980) needed to buffer against the probability that a<br />
fluctuation in vital rates will take the occurrence to the<br />
extinction threshold. <strong>Botrychium</strong> species have extremely<br />
low levels of heterozygosity because unmasked<br />
deleterious alleles have been purged from populations.<br />
This has led Farrar (2005) to suggest that the lack of<br />
genetic variability in <strong>Botrychium</strong> species should not be<br />
a concern in assessing species or population viability.<br />
Environmental stochasticity refers to random<br />
variations in the physical and biological environment.<br />
For a single occurrence, this includes natural events<br />
happening at random intervals that cause the deaths of a<br />
large proportion of individuals in the occurrence. Such<br />
events may occur very rarely, yet still have a significant
impact on the occurrence (Menges 1991). Maintaining<br />
multiple occurrences well-distributed throughout<br />
Region 2 can mitigate the effects of environmental<br />
stochasticity. Studies of <strong>Botrychium</strong> <strong>simplex</strong> and<br />
other species of <strong>Botrychium</strong> suggest that there is <strong>little</strong><br />
genetic connectivity among occurrences of B. <strong>simplex</strong><br />
in Region 2, so these occurrences are more vulnerable<br />
to extirpation by catastrophic events such as fires,<br />
landslides, and disease.<br />
Woody plant encroachment<br />
Encroachment of trees and other woody plants<br />
is considered a threat to many <strong>Botrychium</strong> species,<br />
which are not typically found in shaded or heavily<br />
forested sites; it is a particular threat to meadow species<br />
(Johnson-Groh and Farrar 2003). The degree to which<br />
B. <strong>simplex</strong> is threatened by succession is less clear since<br />
it is often documented in forested sites in the shade.<br />
Exotic species<br />
Six exotic species have been documented<br />
with <strong>Botrychium</strong> <strong>simplex</strong> in Region 2 (Table 11):<br />
houndstongue (Cynoglossum officinale), oxeye daisy<br />
(Leucanthemum vulgare), timothy (Phleum pratense),<br />
Kentucky bluegrass (Poa pratensis), dandelion<br />
(Taraxacum officinale), and white clover (Trifolium<br />
repens). Of these species, it is likely that Kentucky<br />
bluegrass represents the greatest threat since it can be<br />
highly invasive and competitive in riparian areas and<br />
meadows. Its presence in wet sites in Rocky Mountain<br />
National Park is a concern for land managers (Connor<br />
personal communication 2003). Oxeye daisy is known<br />
to occur near B. <strong>simplex</strong> at one location in South<br />
Dakota, but it is also spreading in the mountains of<br />
<strong>Colorado</strong>. There are no data suggesting a direct impact<br />
of noxious weeds on <strong>Botrychium</strong> species (Johnson-<br />
Groh and Farrar 2003), but their mutual affinity for<br />
disturbance may cause <strong>Botrychium</strong> species and their<br />
habitat to be vulnerable.<br />
The management of weed species may also be a<br />
cause for concern with respect to <strong>Botrychium</strong> species.<br />
Johnson-Groh (1999) observed the effects of herbicide<br />
and fire on prairie moonworts (B. <strong>simplex</strong>, B. campestre,<br />
and B. gallicomontanum). Plants that had been hit<br />
directly with the herbicide Roundup were apparently<br />
killed (Johnson-Groh 1999, Johnson-Groh and Farrar<br />
2003). Efforts to control noxious weeds will probably<br />
affect moonwort occurrences in right-of-ways or other<br />
sites targeted for weed management. At the time this<br />
report was written, it was not possible to determine if B.<br />
53<br />
<strong>simplex</strong> was more or less affected by herbicide than the<br />
other moonwort species.<br />
In the deciduous, hardwood forest habitats<br />
of <strong>Botrychium</strong> mormo, which is a close relative of<br />
B. <strong>simplex</strong>, invasion of non-native earthworms has<br />
resulted in dramatic decreases in mycorrhizal fungi<br />
(Nielsen and Hole 1963, Cothrel et al. 1997, Berlin<br />
et al. 1998, Gundale 2002). Because B. mormo is an<br />
obligate mycorrhizal symbiont, this poses a significant<br />
threat. Most earthworm activity takes place in the O<br />
horizon (Langmaid 1964) while mycorrhizal activity<br />
is greatest at the interface of the O and A horizons<br />
(Smith and Read 1997). The activity of earthworms has<br />
resulted in the elimination of the duff layer and a shift<br />
in species composition in B. mormo habitat (Berlin<br />
et al. 1998, Gundale 2002). Although earthworms<br />
present a possible threat to B. <strong>simplex</strong>, no research has<br />
shown that they are affecting species of <strong>Botrychium</strong><br />
other than B. mormo. Earthworms are a diverse group<br />
of over 3,500 species worldwide, and the expansion<br />
of global commerce may be increasing the likelihood<br />
of exotic earthworm invasions with potential adverse<br />
effects on soil processes and plant species (Hendrix<br />
and Bohlen 2002).<br />
Global climate change<br />
Global climate change is likely to have wideranging<br />
effects in the near future for all habitats.<br />
However, the direction of projected trends is yet<br />
to be determined, and predictions vary based<br />
on environmental parameters used in predictive<br />
models. For example, Manabe and Wetherald (1986)<br />
demonstrate projections based on current atmospheric<br />
CO 2 trends that suggest average temperatures will<br />
increase while precipitation will decrease in the West.<br />
Decreased precipitation could have dire consequences<br />
for occurrences of <strong>Botrychium</strong> <strong>simplex</strong> in Region 2<br />
if it results in drying of its moist habitats. Giorgi et<br />
al. (1998) showed that temperature and precipitation<br />
increased under simulated doubling of atmospheric<br />
carbon dioxide levels. Either scenario could affect<br />
the distribution of montane grasslands in Region 2.<br />
Temperature increase, predicted by both models, could<br />
cause vegetation zones to climb 350 ft. in elevation<br />
for every degree F of warming (U.S. Environmental<br />
Protection Agency 1997). Global climate change can<br />
be expected to affect occurrences at the southern edge<br />
of their natural range, pushing them northward and<br />
upward. With extensive habitat disturbance in the path<br />
of potential migration, many organisms will not be able<br />
to move. Preserves may provide short-term protection,
ut these may be ineffectual if organisms are trapped<br />
without suitable routes for migration.<br />
Pollution<br />
Atmospheric nitrogen deposition has become one<br />
of the most important agents of vegetation change in<br />
densely populated regions (Köchy and Wilson 2001).<br />
Nitrogen loading and the associated vegetation change<br />
have been observed to be greatest near large metropolitan<br />
areas (Schwartz and Brigham 2003). Thus, measurable<br />
impacts from nitrogen pollution might be expected in<br />
many locations in Region 2, especially in <strong>Colorado</strong>.<br />
Nitrogen enrichment experiments show universally that<br />
nitrogen is limited (Gross et al. 2000). This is likely<br />
to cause a few species to increase in abundance while<br />
many others decline (Schwartz and Brigham 2003).<br />
Acid deposition, which has increased markedly in<br />
<strong>Colorado</strong> through the 20 th century, may have already<br />
caused changes to the soil chemistry that threaten<br />
the viability of <strong>Botrychium</strong> <strong>simplex</strong>. High elevation<br />
watersheds of the Front Range have already reached an<br />
advanced stage of nitrogen saturation (Burns 2002).<br />
Over-utilization<br />
Voucher specimens do assist with taxonomic<br />
research on <strong>Botrychium</strong> <strong>simplex</strong>. However, caution<br />
should be exercised in collection. Weber and Wittmann<br />
(2001a, 2001b) recommend not collecting the roots<br />
because they contain no diagnostic characteristics, and<br />
collecting them kills the plant. To minimize the risks of<br />
infection and of removing the apical bud, Johnson-Groh<br />
and Farrar (2003) recommend cutting the leaf with a<br />
knife near ground level rather than pinching or pulling<br />
it with the fingers. Although evidence suggests that leaf<br />
removal does not have a significant, long-term effect on<br />
<strong>Botrychium</strong> species (Johnson-Groh and Farrar 1996a),<br />
collection of the species in Region 2 is only advisable<br />
in larger occurrences. Johnson-Groh and Farrar (2003)<br />
suggest that no collections be made in occurrences of<br />
fewer than 20 plants. Instead, they recommend that<br />
photographs be taken and deposited at an herbarium<br />
in lieu of a specimen. If collections are made of B.<br />
<strong>simplex</strong>, Johnson-Groh and Farrar (2003) recommend<br />
that no more than 10 percent of an occurrence be<br />
collected. Also, it is important to collect mature<br />
specimens since immature sporophytes are difficult<br />
to identify (Ohio Department of <strong>Natural</strong> Resources<br />
2003). Where occurrences are already of questionable<br />
viability, collection of material from them, even if the<br />
plants survive, is a risky endeavor. For example, in an<br />
occurrence of three sporophytes, there is almost no<br />
margin of error, and accidentally removing the apical<br />
54<br />
bud could easily contribute to the extirpation of the<br />
species at this site. This is a difficult issue for some<br />
<strong>Botrychium</strong> species, and particularly for B. <strong>simplex</strong>,<br />
since collection and verification by an expert is the only<br />
way to be absolutely sure of proper identification.<br />
There are no known commercial uses for<br />
<strong>Botrychium</strong> <strong>simplex</strong>. According to Gerard in his 1633<br />
herbal (p. 407), “moonewort” (referring to B. lunaria)<br />
“is singular to heale greene and fresh wounds: it staieth<br />
the bloudy flix. It hath beene used among the alchymistes<br />
and witches to doe wonders withall.” <strong>Botrychium</strong><br />
species are not widely sold in the herb trade, but they<br />
are mentioned as ingredients in tinctures and poultices<br />
for the treatment of external or internal injuries. There<br />
is potential for over-utilization of <strong>Botrychium</strong> species<br />
if their popularity increases in the herb trade. Because<br />
they cannot be readily cultivated, any commercial use<br />
would require the harvest of wild plants.<br />
Conservation Status of <strong>Botrychium</strong><br />
<strong>simplex</strong> in Region 2<br />
Is distribution or abundance declining in all or<br />
part of its range in Region 2?<br />
There are no data available from which meaningful<br />
inferences can be made regarding population trend<br />
or changes in distribution of <strong>Botrychium</strong> <strong>simplex</strong> in<br />
Region 2. Some occurrences that were last documented<br />
20 or more years ago have been searched for and not<br />
relocated, but this does not necessarily indicate that they<br />
are extirpated. Vague locations of older collections and<br />
the difficulty of <strong>Botrychium</strong> hunting create uncertainty<br />
as to whether some occurrences can ever be relocated.<br />
A precise location was known for the occurrence at Old<br />
Faithful in Yellowstone National Park; however, this<br />
occurrence has not been seen since 1994 despite several<br />
searches at the right time of year (Whipple personal<br />
communication 2003). Apparently, the only occurrence<br />
in the states of Region 2 that has been successfully<br />
revisited is at Lower Geyser Basin in Yellowstone<br />
National Park, but this occurrences falls outside the<br />
administrative boundary of Region 2. The Population<br />
trend section has more information on population status<br />
in Region 2.<br />
Do habitats vary in their capacity to support<br />
this species?<br />
In the absence of a disturbance regime, ecological<br />
succession may lead to unsuitable conditions for<br />
<strong>Botrychium</strong> species. This may be less of a concern,<br />
however, for B. <strong>simplex</strong> than for other moonwort
species in Region 2 since it is often found in shaded,<br />
forested areas. Variables such as fire regime, amount of<br />
litter, soil moisture variation, and soil texture may affect<br />
habitat suitability. Some habitats may be suitable for<br />
one variety of B. <strong>simplex</strong> but unsuitable for others.<br />
Vulnerability due to life history and ecology<br />
The vulnerability of <strong>Botrychium</strong> <strong>simplex</strong> due to<br />
its life history and ecology remains uncertain since<br />
these factors are poorly understood. Chadde and<br />
Kudray (2001b) note that the intrinsic vulnerability<br />
of B. <strong>simplex</strong> is low; occurrences are generally<br />
resilient and/or resistant to change. However, the<br />
reliance of most <strong>Botrychium</strong> species on disturbance<br />
to create and maintain appropriate habitat may make<br />
them vulnerable to woody plant encroachment and<br />
interspecific competition.<br />
The wetland and riparian habitats of <strong>Botrychium</strong><br />
<strong>simplex</strong> are the most critically threatened habitats in the<br />
semi-arid West. These sites are often sought after for<br />
human uses, and some are heavily used. Consequently,<br />
they are subject to hydrologic alterations that could<br />
render them unsuitable for B. <strong>simplex</strong>.<br />
Evidence of populations in Region 2 at risk<br />
The rarity and small occurrence sizes of<br />
<strong>Botrychium</strong> <strong>simplex</strong> in Region 2 suggest that it is<br />
vulnerable to extirpation locally or even regionally,<br />
and that all of the Region 2 occurrences are at risk. The<br />
number of individuals documented thus far from the<br />
50 occurrences in Region 2 falls between 500 and 600<br />
plants. Of these 50 occurrences, 17 have not been seen<br />
again in more than 20 years (Table 8), and the current<br />
status of these occurrences is uncertain. Stochastic<br />
events and normal environmental variation could<br />
result in extirpation of many of the small and localized<br />
occurrences in Region 2. The quality and availability<br />
of habitat in Region 2 has probably declined due to<br />
fragmentation, exotic species invasion, hydrologic<br />
alteration, and edge effects that decrease the quality<br />
of small patches of natural vegetation. The majority<br />
of occurrences and potential habitat are known from<br />
public lands managed by the USFS and the National<br />
Park Service, where they receive some degree of<br />
protection. Chadde and Kudray (2001b) note that the<br />
habitat integrity is good in Region 9, with most habitats<br />
and sites protected and not commonly impacted by<br />
management. This may be true in much of Region 2<br />
as well, but the creation of ski runs on USFS land in<br />
Region 2 has resulted in extensive habitat modification<br />
in areas known to be occupied by B. <strong>simplex</strong>. Because<br />
55<br />
the ecology of this species is poorly understood, current<br />
management may be placing unsustainable demands on<br />
the species despite good intentions.<br />
Current data suggest a high degree of imperilment<br />
for this species in Region 2, due largely to small<br />
occurrences, but these data are sparse. More occurrences<br />
are likely to be found in Region 2 by targeted surveys,<br />
but the known patterns of distribution and abundance<br />
in Region 2 suggest that large, robust occurrences<br />
are unlikely to be found. This underscores the need<br />
to conduct additional surveys for this species and to<br />
monitor known occurrences rigorously.<br />
Management of <strong>Botrychium</strong> <strong>simplex</strong> in<br />
Region 2<br />
Implications and potential conservation<br />
elements<br />
The most current data available suggest that<br />
<strong>Botrychium</strong> <strong>simplex</strong> is imperiled in most of Region 2<br />
due to the low number of small, isolated occurrences.<br />
The loss of any occurrence is significant and may<br />
result in the loss of important components of the<br />
genetic diversity of the species. Within Region 2, most<br />
reports of B. <strong>simplex</strong>, as well as most areas of suitable<br />
habitat, are on National Forest System land. Thus the<br />
responsibility of maintaining viable populations within<br />
the administrative boundary of Region 2 falls largely<br />
on the USFS. Further research is needed, however,<br />
before meaningful inference can be offered regarding<br />
restoration policy.<br />
Desired environmental conditions for <strong>Botrychium</strong><br />
<strong>simplex</strong> include sufficiently large areas where the<br />
natural processes on which the species depends can<br />
occur, permitting it to persist unimpeded by human<br />
activities and their secondary effects, such as weeds.<br />
This includes a satisfactory degree of ecological<br />
connectivity between occurrences and apparently<br />
suitable but unoccupied habitat. Given the current<br />
paucity of detailed information on this species in<br />
Region 2, it is unknown how far this ideal is from<br />
being achieved. It is possible that most or all of the<br />
ecosystem processes on which B. <strong>simplex</strong> depends are<br />
functioning properly at many or most of the occurrences<br />
of this species. Again, further research on this species’<br />
ecology and distribution will help to develop effective<br />
approaches to its management and conservation. Until<br />
a more complete picture of the distribution and ecology<br />
of this species is obtained, however, priorities lie<br />
with conserving the known occurrences and locating<br />
additional occurrences.
Conservation elements essential to maintaining<br />
viable occurrences of <strong>Botrychium</strong> <strong>simplex</strong> in Region<br />
2 include early- to mid-seral stage or other suitable<br />
habitats and the maintenance of processes that create<br />
and support these habitats. Unfortunately, these are<br />
poorly understood at present. Given the rate at which<br />
new data are becoming available and the incompleteness<br />
of our current knowledge of B. <strong>simplex</strong> in Region 2,<br />
it is difficult to formulate conservation strategies at<br />
present. More complete knowledge of its distribution<br />
will permit the identification of the occurrence in<br />
Region 2 that are the most suitable for conservation<br />
management. Surveys are needed to better understand<br />
how the recognized subspecies of B. <strong>simplex</strong> differ in<br />
habitat affinities, distribution, and autecology in Region<br />
2. Demographic studies designed to determine the<br />
impacts of grazing, succession, fire, and exotic species<br />
on population viability are also high priorities for<br />
research on B. <strong>simplex</strong> in Region 2. Research is needed<br />
to investigate the subterranean life history, ecology,<br />
reproductive biology, role of mycorrhizae, and role<br />
of disturbance in the autecology of B. <strong>simplex</strong> so that<br />
conservation efforts can be most effective. Restoration<br />
of occurrences of members of <strong>Botrychium</strong> subgenus<br />
<strong>Botrychium</strong> is probably precluded by the difficulties in<br />
propagating them.<br />
Tools and practices<br />
Species inventory<br />
<strong>Botrychium</strong> <strong>simplex</strong> is seldom seen because it<br />
often grows in wetter sites than other moonworts (Root<br />
personal communication 2003), and it is cryptic and<br />
small. This species can be found from approximately<br />
mid-June through August and possibly into September,<br />
but it may remain dormant in less favorable (dry) years.<br />
Given the difficulty in finding moonworts, inventory<br />
and monitoring studies are difficult, and dormant<br />
occurrences have been reported to be extirpated<br />
(Lesica and Steele 1994). Success in finding B. <strong>simplex</strong><br />
requires training, time, and persistence (Wagner 1946,<br />
Wagner and Wagner 1976). New occurrences continue<br />
to be found within Region 2 (e.g., Kolb and Spribille<br />
2000, Fertig 2003) and elsewhere Repeated surveys<br />
may be needed to identify all the <strong>Botrychium</strong> species<br />
present. The Bearlodge Campground in Crook County,<br />
Wyoming, where three moonwort species have been<br />
found over 30 years, is a classic example of the need to<br />
revisit a location to understand its moonwort flora.<br />
Johnson-Groh and Farrar (2003) offer<br />
suggestions for conducting surveys for <strong>Botrychium</strong><br />
species. Suggested techniques include systematic<br />
56<br />
search methods, marking plants, collection protocols,<br />
documentation, and other concerns. The protocols they<br />
defined are based on the assumption that one week can<br />
be spent searching approximately 25 high priority sites<br />
per year, for about one hour each. Four or five people<br />
are recommended to walk transects at each area selected<br />
so that better coverage is achieved in the time of the<br />
visit. When plants are discovered, they are marked with<br />
pin flags and the surrounding area searched intensively<br />
but carefully on hands and knees.<br />
These methods have certain limitations that need<br />
to be considered. Johnson-Groh and Farrar (2003) note<br />
four limitations:<br />
v low confidence in distribution and abundance<br />
due to population variability<br />
v difficulty in finding the plants<br />
v predominance of the belowground lifecycle<br />
stages<br />
v the occurrence of many species in genus<br />
communities that complicates identification.<br />
Popovich (personal communication 2003) implemented<br />
this protocol and noted that the area searched appeared to<br />
have been heavily impacted by the intensiveness of the<br />
search efforts. It can also be cost-prohibitive to have four<br />
or five surveyors on site to implement these protocols.<br />
Johnson-Groh and Farrar (2003) also recommend using<br />
the “timed meander search procedure” described by<br />
Goff et al. (1982) for <strong>Botrychium</strong> searches.<br />
Due to limitations in time and funding, attempts to<br />
search for rare plants often involve looking for multiple<br />
species over large areas. While this approach has been<br />
effective in finding occurrences of many rare plant<br />
species, it may not be effective for <strong>Botrychium</strong> <strong>simplex</strong><br />
since it is difficult to find and identify. Searching for<br />
B. <strong>simplex</strong> requires one’s full attention, so attempts to<br />
search for this species are more likely to be successful<br />
if it is being sought along with other <strong>Botrychium</strong><br />
species rather than during a general sensitive species<br />
inventory. Having experts (e.g., contractors, agency<br />
botanists, or others trained and experienced with<br />
searching for <strong>Botrychium</strong> species) conduct searches in<br />
appropriate habitat may be the most effective approach<br />
to expanding our knowledge of the distribution of this<br />
species in Region 2.<br />
Given the broad range of habitats that <strong>Botrychium</strong><br />
<strong>simplex</strong> occupies, it is difficult to recommend specific
areas where searches are likely to locate new<br />
occurrences. <strong>Botrychium</strong> <strong>simplex</strong> is found over a wide<br />
elevation range and is erratically distributed, with less<br />
habitat fidelity than any other <strong>Botrychium</strong> species in<br />
Region 2. Searches that focus on areas that contain<br />
habitat types in which B. <strong>simplex</strong> has been previously<br />
found are most likely to yield new discoveries. Given<br />
its tendency to occur with other moonwort species, sites<br />
where other moonwort species have been documented<br />
should also be searched for B. <strong>simplex</strong>. Known<br />
locations for B. multifidum, in particular, warrant<br />
searching for B. <strong>simplex</strong> since these species are often<br />
found together (Crook personal communication 2003).<br />
This can be difficult, however, because B. multifidum is<br />
best seen in the fall after the leaves of B. <strong>simplex</strong> have<br />
already senesced.<br />
Recent surveys in Region 2 have been successful<br />
in locating new moonwort occurrences. Searches in the<br />
Bearlodge Ranger District of Wyoming and neighboring<br />
South Dakota identified numerous occurrences of<br />
<strong>Botrychium</strong> species (Crook personal communication<br />
2003, Burkhart personal communication 2006, Farrar<br />
personal communication 2006). The White River and<br />
Shoshone national forests are now known to support<br />
many occurrences of B. <strong>simplex</strong>, but additional surveys<br />
will likely find more. Despite recent discoveries of<br />
moonwort occurrences in Summit County, <strong>Colorado</strong>,<br />
more inventories are needed to document the<br />
distribution of B. <strong>simplex</strong> there since all potential habitat<br />
was not visited (Kolb and Spribille 2000). Zimmerman<br />
Lake and other sites in the Cameron Pass area are high<br />
priority search areas on the Arapaho-Roosevelt National<br />
Forest (Schwab 1992).<br />
Searches in apparently suitable habitats in<br />
<strong>Colorado</strong> have failed to identify new discoveries of<br />
<strong>Botrychium</strong> <strong>simplex</strong> (Popovich personal communication<br />
2006). Near the toll booth along the road to Mount<br />
Evans at least seven species of moonworts have been<br />
found, and there is abundant riparian habitat in the<br />
area that appears suitable for B. <strong>simplex</strong>; however, in<br />
repeated searches of this area by experts, no B. <strong>simplex</strong><br />
has yet been found. Near the east portal of the Moffat<br />
Tunnel, there is also suitable habitat that has been<br />
searched without finding any B. <strong>simplex</strong> (Popovich<br />
personal communication 2006). These observations<br />
contrast sharply with moonwort survey efforts on the<br />
Black Hills National Forest in 2004 and 2005, where<br />
B. <strong>simplex</strong> was the most commonly found <strong>Botrychium</strong><br />
species (Burkhart personal communication 2006).<br />
<strong>Botrychium</strong> <strong>simplex</strong> has a known affinity for<br />
plains habitats, and it is probably more abundant<br />
57<br />
in plains riparian areas than we realize. Given the<br />
difficulty in finding this species, it has likely just<br />
evaded discovery. Portions of major rivers on the plains<br />
of Region 2 that still have an active floodplain (e.g.,<br />
Platte, Republican, Arikaree) should be included in<br />
inventory plans for B. <strong>simplex</strong>.<br />
Habitat inventory<br />
Aerial photographs, topographic maps, soil maps,<br />
and geology maps can be used to refine surveys of large<br />
areas. Use of these tools is most effective for species<br />
for which we have basic knowledge of its substrate and<br />
habitat specificity, such as <strong>Botrychium</strong> <strong>simplex</strong>, and<br />
from which distribution patterns and potential search<br />
areas can be deduced.<br />
The use of deductive and inductive techniques<br />
to model the distribution of <strong>Botrychium</strong> <strong>simplex</strong> would<br />
also aid in refining areas targeted in survey efforts in<br />
Region 2. Species distribution modeling is an effective<br />
means of determining the extent of suitable habitat<br />
on USFS lands. Classification and Regression Tree<br />
(CART) has been used to model the distribution of<br />
other sensitive plant species in Wyoming (e.g., Fertig<br />
and Thurston 2003) and <strong>Colorado</strong> (Decker et al. 2005).<br />
Combining CART with envelope models such as<br />
DOMAIN, BIOCLIM, or MaxEnt can help to refine a<br />
potential distribution map further by adding inference<br />
on the likelihood of the presence of B. <strong>simplex</strong> (Thuiller<br />
et al. 2003, Beauvais et al. 2004). CART Techniques<br />
for predicting species distributions are reviewed<br />
extensively by Scott et al. (2002). A problem with the<br />
models described above is that they do not account<br />
for ecologically relevant events that occurred in the<br />
past. Historic land use practices may have extirpated<br />
occurrences of B. <strong>simplex</strong> in Region 2, but without<br />
a geospatially explicit dataset of these practices, this<br />
possibility cannot be accounted for in the model.<br />
In general, the best search areas for all <strong>Botrychium</strong><br />
species are places that have been disturbed in the past one<br />
to three decades (Wagner and Wagner 1976, Buell 2001,<br />
Johnson-Groh personal communication 2003, Johnson-<br />
Groh and Farrar 2003, Root personal communication<br />
2003, Whipple personal communication 2003). Wagner<br />
and Wagner (1976) included old pastures, pasturewoods,<br />
second-growth fields, edges of paths, old apple<br />
orchards, fencerows, floodplains subject to immersion,<br />
young pine woods, deserted homesteads, and natural<br />
deer pastures on a list of good areas to search. Wagner<br />
and Wagner (1976) noted that areas within 10 to 20 feet<br />
of the edges of woods are particularly lucrative sites<br />
to search, and specimen label data from Region 2 and
elsewhere support this statement. Wetlands, riparian<br />
areas, floodplains, hot springs, streamsides, peaty<br />
sites, wet slopes, avalanche meadows, wet meadows,<br />
colluvial slopes, and sparsely vegetated sites above<br />
treeline are all potential search areas for B. <strong>simplex</strong>.<br />
The Community ecology and Habitat sections of this<br />
document contain discussions of other environmental<br />
correlates and commonly associated species.<br />
Soil moisture and texture are not useful for<br />
identifying potential habitat for <strong>Botrychium</strong> <strong>simplex</strong>.<br />
However, soil nutrient levels may be a useful filter<br />
tool in the selection of potential search areas. In four<br />
states outside of Region 2, soils that support moonwort<br />
communities averaged 916 ppm of calcium and 140<br />
ppm of magnesium (Hansen and Johnson-Groh 2003).<br />
The potential value of these and other edaphic factors<br />
in identifying habitat for B. <strong>simplex</strong> in Region 2 has not<br />
been assessed.<br />
Population monitoring<br />
There are several monitoring studies of<br />
<strong>Botrychium</strong> <strong>simplex</strong> from which a monitoring protocol<br />
could be developed for Region 2. Permanent plot<br />
monitoring of B. <strong>simplex</strong> in Iowa and Minnesota is<br />
described in Johnson-Groh and Farrar (1996b) and<br />
Johnson-Groh (1999). Many techniques that have been<br />
used to monitor occurrences of other <strong>Botrychium</strong> species<br />
(e.g., Montgomery 1990, Muller 1992, Kelly 1994,<br />
Johnson-Groh and Lee 2002) could also be suitable<br />
for monitoring B. <strong>simplex</strong>, depending on the situation<br />
and the question to be answered by monitoring. The<br />
Pike-San Isabel National Forest (Carpenter 1996) has<br />
drafted protocols for monitoring B. lineare, and these<br />
may be useful for B. <strong>simplex</strong>. Johnson-Groh and Lee<br />
(2002) have studied the phenology and demography<br />
of B. gallicomontanum and B. mormo, using methods<br />
that could be applied to B. <strong>simplex</strong>. These methods are<br />
presented in the <strong>Botrychium</strong> Inventory and Monitoring<br />
Technical Guide (Johnson-Groh and Farrar 2003),<br />
which has been designed for members of subgenus<br />
<strong>Botrychium</strong>. Using the protocols described by Johnson-<br />
Groh and Farrar (2003) would facilitate the comparison<br />
of monitoring data from sites across the United States.<br />
The sampling strategy recommended by Johnson-<br />
Groh and Farrar (2003) involves the deployment of<br />
permanently-marked 1 square meter plots within a<br />
moonwort occurrence. The number of plots needed will<br />
depend on a power analysis completed after at least<br />
two years’ of data have been recorded. These plots are<br />
established non-randomly to capture the variation in<br />
aspect, drainage, canopy cover, and other environmental<br />
58<br />
variation present at the site, and they are oriented northsouth.<br />
The plots may contain one or numerous species<br />
of moonworts. Within each plot, a numbered tag is<br />
installed 2.5 cm north of each moonwort. Searching<br />
for plants within the plot may require litter removal<br />
because small plants are often unable to emerge through<br />
litter. All plants are measured from the base of the plant<br />
to the top of the tropophore. The developmental stage<br />
of each sporophyte is recorded (e.g., just emerging,<br />
releasing spores). Disturbances such as herbivory are<br />
also documented for each plant or plot. Johnson-Groh<br />
(1999) notes that it can be difficult to be assured that an<br />
individual that had been marked in a previous year is the<br />
same individual in subsequent years. See Johnson-Groh<br />
and Farrar (2003) for details regarding these protocols.<br />
For species such as <strong>Botrychium</strong> <strong>simplex</strong> where<br />
the proportion of dormant plants may vary among<br />
years, it is difficult to monitor population trends (Lesica<br />
and Steele 1994). However, recent advances have<br />
been made in mark-recapture methods for species that<br />
exhibit prolonged dormancy or are difficult to find in<br />
concealing vegetation (Alexander et al. 1997). These<br />
methods, which have been applied to plants, may be<br />
useful for estimating B. <strong>simplex</strong> populations.<br />
Annual monitoring of selected occurrences of<br />
<strong>Botrychium</strong> <strong>simplex</strong> in Region 2 could provide data<br />
that will improve our understanding of its ecology<br />
and population trends. Population trend monitoring<br />
protocols pertaining to members of subgenus<br />
<strong>Botrychium</strong> are defined in Johnson-Groh and Farrar<br />
(2003). Counting the emergent sporophytes at each<br />
occurrence every year would provide valuable data on<br />
the status of the species. In small occurrences, the entire<br />
population should be counted; in large occurrences, a<br />
randomized permanent plot technique could be used<br />
to monitor a representative sample of the occurrence<br />
(Chadde and Kudray 2001b). Tracking individuals by<br />
marking or mapping them within each sampling unit<br />
could provide information on the life span, dormancy,<br />
recruitment success, and population trends of this<br />
species (Kolb and Spribille 2000). It is important to note<br />
that monitoring <strong>Botrychium</strong> occurrences is difficult due<br />
to their curious life history attributes and small size, and<br />
tens of years of data will be needed to draw meaningful<br />
inferences (Johnson-Groh and Farrar 2003). Monitoring<br />
occurrences in Region 2, with return intervals of not<br />
more than 10 years, is a high conservation priority<br />
(Kolb and Spribille 2000).<br />
Adding a photopoint and photoplot component<br />
to this work, following recommendations presented in<br />
Elzinga et al. (1998) and Hall (2002), will facilitate the
tracking of individuals and add valuable qualitative<br />
information. These techniques can be done quickly<br />
in the field, and although they do not provide detailed<br />
cover or abundance data, they can help to elucidate<br />
patterns observed in quantitative data.<br />
Presence/absence monitoring is not suitable<br />
for <strong>Botrychium</strong> <strong>simplex</strong> due to the small occurrence<br />
sizes in Region 2. Gathering occurrence data can be<br />
done rapidly and may require only a small amount of<br />
additional time and effort (Elzinga et al. 1998).<br />
Beneficial management actions<br />
Because many additional occurrences of<br />
<strong>Botrychium</strong> <strong>simplex</strong> have likely not been found in<br />
Region 2, surveys prior to management actions within<br />
potential habitat will help to identify new occurrences<br />
and to alleviate anthropogenic threats to this species<br />
(Lorain 1990). The value of surveys before construction<br />
is evinced by the discovery of B. <strong>simplex</strong> on Vail Pass<br />
at a site where a ski hut was to be built. The pre-project<br />
survey probably reduced the impacts to this occurrence.<br />
Identifying large, high quality occurrences through<br />
surveys and monitoring will also help managers to<br />
prioritize conservation actions. Developing a better<br />
understanding of the species’ centers of distribution will<br />
assist with the development of regional management<br />
protocols that favor the persistence of B. <strong>simplex</strong>.<br />
There is no evidence of any direct impacts to<br />
occurrences of <strong>Botrychium</strong> <strong>simplex</strong> from recreation,<br />
but impacts on this species are difficult to document,<br />
as shown by the fact that no occurrence of B. <strong>simplex</strong> in<br />
Region 2 has been seen more than once. Occurrences in<br />
ski areas are most likely to incur the loss of individuals<br />
due to summer recreational use of ski slopes. Off-road<br />
motorized vehicle use also has the potential to affect<br />
B. <strong>simplex</strong>. Hiking may result in trampling where B.<br />
<strong>simplex</strong> occurs near trails or backcountry huts. Signage<br />
or temporary fences that could be removed in the<br />
winter could help dissuade recreational use in known<br />
occurrences of B. <strong>simplex</strong>. Mitigating recreation impacts<br />
to B. <strong>simplex</strong> may be important at some occurrences.<br />
Preventing the alteration of the hydrology in<br />
<strong>Botrychium</strong> <strong>simplex</strong> occurrences is an important<br />
management consideration. This is probably most<br />
important in wetland sites such as seepy or wet<br />
meadows, streamsides, floodplains, and wet slopes<br />
(e.g., #1, 9, 13, 23, 25, 29, and 49 in Table 8).<br />
The observations of Muller (1999) suggest<br />
that maintaining occasional perturbations by humans<br />
59<br />
or animals recreates pioneer habitats that benefit<br />
<strong>Botrychium</strong> matricariifolium. Thompson (2001) noted<br />
that the clearing of ski runs created a great deal of<br />
suitable habitat for moonworts, which are not found<br />
under tree canopies. While this may be true, ski runs<br />
cannot be depended upon for the long-term conservation<br />
of moonworts since they are managed for the benefit<br />
of skiers, not moonworts. For example, installing<br />
pipelines in ski runs for the production of artificial snow<br />
will have negative impacts on plants in the ski runs. It<br />
is not known if the autecological parameters needed<br />
by moonworts (e.g., appropriate mycorrhizal hosts,<br />
suitable disturbance regime) can persist indefinitely in<br />
ski runs. Kolb and Spribille (2000) recommend that B.<br />
<strong>simplex</strong> occurrences should be protected from grounddisturbing<br />
activities. More research is needed on the<br />
practical application of management protocols for the<br />
maintenance of moonwort occurrences.<br />
The utility of fire as a habitat management<br />
tool for <strong>Botrychium</strong> <strong>simplex</strong> is not known. Evidence<br />
suggests that the direct impacts of fire are not<br />
detrimental to <strong>Botrychium</strong> (Johnson-Groh and Farrar<br />
2003). Fire can slow succession to closed canopy and<br />
create open habitats for B. <strong>simplex</strong>. It can also alter<br />
soil characteristics in ways that may favor B. <strong>simplex</strong>.<br />
Burning actually appears to have had positive effects<br />
on B. campestre, B. gallicomontanum, and B. <strong>simplex</strong><br />
occurrences in Iowa, but fire combined with erosion<br />
and desiccation, both natural results of fire, may be<br />
deleterious. There were no significant differences<br />
in plant size in burned and unburned plots at these<br />
locations, but fires occurring after drought have resulted<br />
in population decline (Johnson-Groh and Farrar 1996b,<br />
Johnson-Groh 1999). The role of fire in the autecology<br />
of Lycopodium suggests that it might also play a role<br />
in the autecology of B. <strong>simplex</strong> since they have similar<br />
life histories.<br />
Beneficial management actions regarding<br />
grazing are unclear, but there is evidence to suggest<br />
that <strong>Botrychium</strong> <strong>simplex</strong> may tolerate some grazing.<br />
Johnson-Groh and Farrar (2003) wrote: “Managers<br />
must not arbitrarily increase or decrease grazing because<br />
of the moonworts. Understanding the history of land<br />
management, including frequency of grazing, number<br />
of grazing animals, and timing of grazing will allow<br />
managers to determine appropriate levels of grazing to<br />
maintain populations. Removing grazing or increasing<br />
grazing cannot be expected to maintain populations.”<br />
The Community ecology and Threats sections of this<br />
document have more information on grazing.
Any management strategies that protect<br />
occurrences of <strong>Botrychium</strong> <strong>simplex</strong> from invasion by<br />
exotic species will confer the greatest benefits. Because<br />
herbicides are known to kill this species, their use<br />
within occurrences of B. <strong>simplex</strong> should be limited<br />
to direct application to the target species. Aggressive<br />
management of noxious weeds before they become<br />
dominant in B. <strong>simplex</strong> occurrences could avert costly<br />
and risky eradication efforts. Where possible, handpulling<br />
should be the favored method of managing<br />
weeds within B. <strong>simplex</strong> occurrences.<br />
Mitigating threats to occurrences of <strong>Botrychium</strong><br />
<strong>simplex</strong> from intensive land use practices (i.e., offroad<br />
vehicle use) will confer benefits to the species.<br />
Controlling motorized access to habitat and providing<br />
appropriate signage at access points may decrease<br />
impacts to B. <strong>simplex</strong>.<br />
Populations of <strong>Botrychium</strong> are inherently<br />
variable (Johnson-Groh 1999). Many occurrences are<br />
small, increasing the likelihood of local extirpation.<br />
<strong>Botrychium</strong> <strong>simplex</strong> may depend on a shifting mosaic<br />
of suitable habitats in appropriate successional<br />
stages that can be colonized (as described by Pickett<br />
and Thompson 1978). If this is the case, then the<br />
metapopulation dynamics of B. <strong>simplex</strong> become crucial<br />
to its management and conservation, and underscore the<br />
need to conserve nearby areas of suitable habitat that<br />
are not currently inhabited by B. <strong>simplex</strong> (Chadde and<br />
Kudray 2001b).<br />
Restoration<br />
Growing any <strong>Botrychium</strong> species in the greenhouse<br />
or lab is extremely difficult (Whittier 1972, Gifford and<br />
Brandon 1978). <strong>Botrychium</strong> <strong>simplex</strong> is hardy to USDA<br />
Zone 3 (average minimum annual temperature –40 ºF)<br />
and it can be propagated from spores with difficulty, but<br />
it is not generally cultivated (Rook 2002). No spores of<br />
B. <strong>simplex</strong> are currently in storage at the National Center<br />
for Genetic Resource Preservation (Miller personal<br />
communication 2003). Collection of spores for longterm<br />
storage may be useful for future restoration work.<br />
Herbarium specimens and wild populations (within<br />
limits) may also provide propagules for restoration.<br />
While <strong>Botrychium</strong> species are generally very difficult<br />
to transplant, B. virginianum transplants were relatively<br />
successful (Wagner and Wagner 1976). Moonworts<br />
have been transplanted in Summit County, <strong>Colorado</strong> in<br />
sites where pipelines passed through occurrences, but<br />
it is not known if these efforts were successful (Kolb<br />
60<br />
and Spribille 2000, Buell 2001). Buell (2001) details<br />
moonwort transplant protocols that may be useful for<br />
B. <strong>simplex</strong>.<br />
Information Needs and Research<br />
Priorities<br />
Kolb and Spribille (2000) offer suggestions for<br />
research on <strong>Botrychium</strong> <strong>simplex</strong>. Vanderhorst (1997)<br />
also offers suggestions for research and management<br />
for occurrences on the Kootenai National Forest.<br />
Research needs for other moonworts are cited by Farrar<br />
and Johnson-Groh (1986), Berlin et al. (1998), and<br />
Johnson-Groh (1999), and because of similarities in the<br />
life history and ecological needs of <strong>Botrychium</strong> species,<br />
many of these apply to B. <strong>simplex</strong> as well.<br />
Surveys are among the greatest research needs<br />
for <strong>Botrychium</strong> <strong>simplex</strong> in Region 2. As concern and<br />
awareness of <strong>Botrychium</strong> species has increased, more<br />
inventories have focused on finding these species.<br />
Consequently, there are many recent discoveries of B.<br />
<strong>simplex</strong> and other <strong>Botrychium</strong> species in Region 2. It<br />
is likely that occurrences of this and other moonwort<br />
species remain to be discovered, and many are likely<br />
to be on USFS land. Better habitat data may help to<br />
evaluate the environmental tolerances of B. <strong>simplex</strong><br />
(Farrar 2001). While current data portray the range of<br />
habitats in which <strong>Botrychium</strong> <strong>simplex</strong> is found in Region<br />
2, research is needed to develop an understanding of the<br />
ecosystem processes on which it depends. Some habitat<br />
attributes are commonly seen in Region 2 occurrences,<br />
but the relative importance of these attributes to the<br />
establishment and persistence of B. <strong>simplex</strong> is unknown.<br />
Habitat data will also support the development of<br />
potential habitat maps, which would be a valuable tool<br />
in locating new occurrences (Kolb and Spribille 2000).<br />
The occurrence of <strong>Botrychium</strong> <strong>simplex</strong> in<br />
saturated fen habitats is not well documented, and<br />
research is needed to assess the importance of this<br />
habitat (Farrar 2001, Root personal communication<br />
2003). Saturated fen habitats also need to be searched<br />
for other moonworts, including B. montanum, B.<br />
minganense, B. crenulatum, and B. pinnatum (Farrar<br />
2001, Root personal communication 2003). <strong>Botrychium</strong><br />
crenulatum has not been found in <strong>Colorado</strong> but it may<br />
grow in fens (Root personal communication 2003).<br />
Searches of calcareous fens and seeps for var. fontanum<br />
within Region 2 are also needed. Other potential habitats<br />
for B. <strong>simplex</strong> such as avalanche chutes (ecologically<br />
similar to ski runs) have not been adequately searched.
A replicated demographic monitoring study<br />
that compares vital rates of <strong>Botrychium</strong> <strong>simplex</strong> in<br />
burned vs. unburned, grazed vs. ungrazed, shaded<br />
vs. unshaded, and weedy vs. unweedy sites would<br />
answer many questions about this species. This is a<br />
high priority for determining appropriate management<br />
practices with respect to B. <strong>simplex</strong>. Monitoring of<br />
occurrences is needed to better understand life history<br />
characteristics including age, dormancy, growth rates,<br />
and reproductive rates in Region 2. In particular,<br />
the subterranean portion of this species’ life cycle<br />
remains poorly understood, despite the fact that much<br />
of its lifespan occurs underground. More information<br />
regarding this species’ reproductive rates and its ability<br />
to colonize new sites would improve our understanding<br />
of this species’ response to change, but these remain<br />
highly speculative.<br />
There are no data in Region 2 from which<br />
population trend can be determined. Johnson-Groh<br />
and Farrar (2003) have developed and successfully<br />
used standard population trend monitoring protocols<br />
for <strong>Botrychium</strong> species. Other sampling designs have<br />
been used in the study of <strong>Botrychium</strong> species as well<br />
(e.g., Lesica and Steele 1994, Berlin et al. 1998,<br />
Johnson-Groh 1999). The problem with any of these<br />
methodologies is that it is very difficult to determine the<br />
total number of plants in any <strong>Botrychium</strong> occurrence<br />
due to the high proportion of plants residing under<br />
ground as gametophytes and juvenile sporophytes,<br />
and due to the annual variation in the aboveground<br />
sporophyte population (Lesica and Steele 1994). There<br />
are apparently no published data on the prevalence of<br />
dormancy in B. <strong>simplex</strong>. Due to the inherent difficulties<br />
in monitoring <strong>Botrychium</strong> occurrences, determination<br />
of population trend requires decades of study (Johnson-<br />
Groh and Farrar 2003). Periodic monitoring is needed<br />
to assess population trends at significant moonwort<br />
occurrences (Kolb and Spribille 2000).<br />
Although current research suggests that<br />
<strong>Botrychium</strong> <strong>simplex</strong> sensu lato is a valid taxon,<br />
better circumscription of the varietal taxa in Region<br />
2 is needed to understand their distribution, relative<br />
abundance, and habitat affinities (Farrar 1998, Farrar<br />
2001, Farrar personal communication 2003). Recent<br />
and ongoing research has resulted in a clearer picture<br />
of the taxonomically relevant variability within B.<br />
<strong>simplex</strong>. Analyzing isozymes, as in Farrar (1998) and<br />
Farrar (2001), and using DNA sequences, as employed<br />
by Hauk (1995) and Hauk et al. (2003), is one approach<br />
to sorting out the distribution and habitat affinities of the<br />
varieties in Region 2. The distribution of varieties of B.<br />
61<br />
<strong>simplex</strong> is very poorly understood but is important from<br />
a management and conservation perspective.<br />
Developing a better understanding of the<br />
ecological requirements of <strong>Botrychium</strong> <strong>simplex</strong> is<br />
important for its conservation and management.<br />
Research on the autecology of B. <strong>simplex</strong>, particularly<br />
its responses to fire, grazing, disturbance, and<br />
succession, is needed. The species’ response to<br />
water table fluctuation, inundation, and drought are<br />
particularly relevant throughout Region 2. The effects<br />
of herbivores and exotic species on the viability of B.<br />
<strong>simplex</strong> occurrences have not been investigated. More<br />
research is needed to determine the types, intensities,<br />
and periodicity of disturbance that create and maintain<br />
suitable habitat for <strong>Botrychium</strong> species, including B.<br />
<strong>simplex</strong>. Habitat manipulation studies (i.e., addition<br />
of artificial snow to plots, soil scarification) in robust<br />
moonwort occurrences could help to identify those<br />
ecological factors with the greatest influence on the<br />
distribution and persistence of B. <strong>simplex</strong> (Kolb and<br />
Spribille 2000). The amount of disturbance that B.<br />
<strong>simplex</strong> can tolerate is not known but is important to<br />
managers. Current observations of its response to both<br />
natural and anthropogenic disturbance in Region 2 are<br />
informal, and quantitative data are needed to understand<br />
the role of disturbance in the life history, establishment,<br />
and persistence of B. <strong>simplex</strong>.<br />
A clearer understanding of the relationship<br />
between <strong>Botrychium</strong> <strong>simplex</strong> and its mycorrhizal<br />
symbionts is important. An assessment of the effects<br />
of disturbance type and periodicity, especially for fire,<br />
and grazing, on B. <strong>simplex</strong>’s mycorrhizal symbionts will<br />
assist managers in developing appropriate management<br />
protocols. Research is also needed to assess the effect<br />
of different mycorrhizal species and infection levels<br />
on spore output. Studies of the role of mammals and<br />
other potential spore dispersal agents will assist with the<br />
management of B. <strong>simplex</strong>.<br />
Metapopulation studies are very difficult to<br />
conduct for <strong>Botrychium</strong> species, but it is likely that the<br />
metapopulation structure is important (Johnson-Groh<br />
and Farrar 2003). Investigation of migration, extinction,<br />
and colonization rates could yield valuable data for<br />
the conservation of B. <strong>simplex</strong> and other <strong>Botrychium</strong><br />
species. Gene flow among and within populations<br />
of B. <strong>simplex</strong> could be investigated by analyzing the<br />
frequency of molecular-genetic markers.<br />
Identifying habitat characteristics through<br />
vegetation plot sampling would add analytical power
to the assessment of <strong>Botrychium</strong> <strong>simplex</strong> habitat. Kolb<br />
and Spribille (2000) used releves, but other quantitative<br />
methods would apply as well. Estimating cover and/or<br />
abundance of associated species is needed to begin<br />
the investigation of interspecific relationships through<br />
ordination or other statistical techniques.<br />
Understanding environmental constraints on<br />
<strong>Botrychium</strong> <strong>simplex</strong> could facilitate the conservation of<br />
this species. Gathering data on edaphic characteristics<br />
(e.g., moisture, texture, chemistry, particularly pH)<br />
from the vegetation or demographic monitoring plots<br />
described above would permit the canonical analysis<br />
of species-environment relationships. These data would<br />
facilitate hypothesis generation for further studies of the<br />
ecology of this species.<br />
There are many barriers to habitat and population<br />
restoration for <strong>Botrychium</strong> <strong>simplex</strong>. <strong>Botrychium</strong><br />
species are extremely difficult to propagate (Whittier<br />
1972, Gifford and Brandon 1978, Wagner and Wagner<br />
1983), and propagating them for reintroduction to<br />
the wild is probably not feasible. The subterranean<br />
ecology of these species is crucial to understanding<br />
their dynamics, yet it is very poorly understood. As<br />
obligate mycorrhizal hosts, they cannot survive without<br />
fungal partners, but very <strong>little</strong> is known about the<br />
specifics of this relationship. The difficulties in growing<br />
<strong>Botrychium</strong> species are presumably the result of their<br />
delicately attuned mycorrhizal relationships (Wagner<br />
and Wagner 1983). The mycobionts of B. <strong>simplex</strong> have<br />
not been identified. Restoration or maintenance of<br />
native vegetation will be a crucial part of any restoration<br />
of B. <strong>simplex</strong>.<br />
Buell (2001, page 11) describes a method for<br />
transplanting <strong>Botrychium</strong> species that was used by<br />
Nancy Redner of the USFS. This method was used<br />
to mitigate pipeline and road construction impacts on<br />
<strong>Botrychium</strong> occurrences at the Copper Mountain Ski<br />
62<br />
Resort in <strong>Colorado</strong>. No data on survivorship of the<br />
transplanted plants are available, but Buell (2001)<br />
described this method as “reasonably successful.”<br />
Several moonwort species, including B. echo, were<br />
transplanted in 2003 to mitigate construction impacts<br />
along the Guanella Pass Road (ERO Resources<br />
Corporation 2003). Their methods involved excavating<br />
a large area of soil around each plant or cluster of plants<br />
and not allowing the soil clump to break. Plants and<br />
their soil were transported using spring-form baking<br />
pans with removable bottoms. Popovich (personal<br />
communication 2005) estimated that up to 50 percent<br />
of the transplants survived into 2004. Cody and Britton<br />
(1989) note that transplanting <strong>Botrychium</strong> species is<br />
usually fatal. Because there has not been any longterm<br />
assessment of the success of transplants, the value<br />
of this practice for conservation is questionable and<br />
cannot be relied upon as a mitigation tool. Monitoring<br />
transplants could determine whether these techniques<br />
can be successful (Kolb and Spribille 2000).<br />
Additional research and data resources<br />
Farrar, Ahlenslager, and Johnson-Groh are<br />
currently assessing a suite of <strong>Botrychium</strong> species for<br />
Washington and Oregon. Johnson-Groh and Farrar<br />
(2003) are drafting monitoring protocols for <strong>Botrychium</strong><br />
species. Dr. Reed Crook is planning to conduct habitat<br />
modeling for B. multifidum in the Black Hills (Crook<br />
personal communication 2003); this will apply to B.<br />
<strong>simplex</strong> since they are often found together.<br />
Dr. Farrar plans to assess specimens from Region<br />
2 using molecular phylogenetic techniques. This<br />
will result in a clearer picture of the distribution of<br />
<strong>Botrychium</strong> <strong>simplex</strong> varieties in Region 2. It will also<br />
determine whether the undescribed variety collected<br />
in the southwestern United States is also found in<br />
<strong>Colorado</strong>. The habitat differences among the varieties<br />
in Region 2 will be apparent with more inventories.
DEFINITIONS<br />
Achlorophyllous – A plant lacking chlorophyll and thus dependent on obtaining carbon from a host or symbiont.<br />
Allopolyploid – A polyploid formed from the union of genetically distinct chromosome sets, usually two different<br />
species (Allaby 1998).<br />
Antheridium – The male sex organ of the gametophyte, where male sex cells are produced by mitosis (Allaby<br />
1998).<br />
Archegonium – The female sex organ of the gametophyte, where female sex cells are produced by mitosis (Allaby<br />
1998).<br />
Bobby sox trees – Lodgepole pine trees that, having died due to flooding, act as wicks that absorb geothermal water.<br />
As this water evaporates, it leaves silicon dioxide behind, which colors the base of the trunks white (hence the moniker<br />
“bobby sox trees”) (Whipple personal communication 2003).<br />
Congener – A member of the same genus. <strong>Botrychium</strong> <strong>simplex</strong> is a congener of B. multifidum.<br />
Conservation Status Rank – The Global (G) Conservation Status (Rank) of a species or ecological community<br />
is based on the range-wide status of that species or community. The rank is regularly reviewed and updated by<br />
experts, and takes into account such factors as number and quality/condition of occurrences, population size, range of<br />
distribution, population trends, protection status, and fragility. A subnational (S) rank is determined based on the same<br />
criteria applied within a subnation (state or province). The definitions of these ranks, which are not to be interpreted<br />
as legal designations, are as follows:<br />
GX Presumed Extinct – Not located despite intensive searches and virtually no likelihood of<br />
rediscovery<br />
GH Possibly Extinct – Missing; known only from historical occurrences but still some hope of<br />
rediscovery<br />
G1 Critically Imperiled – At high risk of extinction due to extreme rarity (often five or fewer occurrences),<br />
very steep declines, or other factors.<br />
G2 Imperiled – At high risk of extinction due to very restricted range, very few populations (often 20 or<br />
fewer), steep declines, or other factors.<br />
G3 Vulnerable – At moderate risk of extinction due to a restricted range, relatively few populations (often<br />
80 or fewer), recent and widespread declines, or other factors.<br />
G4 Apparently Secure – Uncommon but not rare; some cause for long-term concern due to declines or<br />
other factors.<br />
G5 Secure – Common; widespread and abundant.<br />
Competitive/Stress-tolerant/Ruderal (CSR) model – A model developed by J.P. Grime in 1977 in which plants are<br />
characterized as Competitive, Stress-tolerant, or Ruderal, based on their allocation of resources. Competitive species<br />
allocate resources primarily to growth; stress-tolerant species allocate resources primarily to maintenance; ruderal<br />
species allocate resources primarily to reproduction. A suite of other adaptive patterns also characterize species under<br />
this model (Barbour et al. 1987). Some species, including <strong>Botrychium</strong> <strong>simplex</strong>, show characteristics of more than one<br />
strategy.<br />
Ectomycorrhiza – A type of mycorrhiza where the fungal hyphae do not penetrate the cells of the root, but instead<br />
form a sheath around the root (Allaby 1998).<br />
Endomycorrhiza – A type of mycorrhiza where the fungal hyphae do penetrate the cells of the root. Arbuscular<br />
mycorrhizae are a type of endomycorrhizae (Allaby 1998).<br />
Eusporangiate – A primitive condition in which the cells that give rise to the sporangia are superficial (lie at the<br />
surface) (Gifford and Foster 1989).<br />
Gametophyte – The haploid stage in the life cycle of a plant. This stage lives independently of the sporophyte in ferns.<br />
In <strong>Botrychium</strong> the gametophyte is subterranean and is parasitic on mycorrhizal fungi (Gifford and Foster 1989).<br />
63
Gemma – A minute vegetative propagule abscised at maturity from the parent plant (Farrar and Johnson-Groh<br />
1990).<br />
Genus community – Several <strong>Botrychium</strong> species are commonly found growing together in close proximity. This is<br />
unusual in the plant world, since members of the same plant genus often do not occur together, probably because of<br />
competitive interactions that would occur between them. The Wagners coined the term “genus community” to describe<br />
these peculiar assemblages of <strong>Botrychium</strong>s (Wagner and Wagner 1983).<br />
Lamina – The leaf blade of a fern. In <strong>Botrychium</strong>, the lamina is divided into a fertile segment (the sporophore) and a<br />
sterile segment (the trophophore) (Lellinger 1985).<br />
Monoecious – Gametophytes with both male and female gamete producing structures.<br />
Mycobiont – The fungal partner in a mycorrhizal symbiosis.<br />
Nothospecies – A species of hybrid origin (International Association for Plant Systematics 2001).<br />
Ruderal – Plants with an adaptive suite of characteristics, including high reproductive rate, that makes them effective<br />
colonists and well-suited to disturbed habitats (Barbour et al. 1987).<br />
Sporophore – The fertile, spore-bearing portion of the leaf of <strong>Botrychium</strong> species (Foster and Gifford 1989).<br />
Sporophyte – The diploid portion of the life cycle of plants. Haploid spores are produced by meiosis that gives rise<br />
to gametophytes (Allaby 1998).<br />
Sympatry – The occurrence of species (or varieties in the case of <strong>Botrychium</strong> <strong>simplex</strong>) together in the same area<br />
(Allaby 1998).<br />
Trophophore – The vegetative portion of the leaf of <strong>Botrychium</strong> species (Foster and Gifford 1989).<br />
64
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