Frequent but asymmetric niche shifts in Bulbophyllum orchids support environmental and climatic instability in Madagascar over Quaternary time scales
© Gamisch et al. 2016
Received: 20 July 2015
Accepted: 12 January 2016
Published: 19 January 2016
Species or clades may retain or shift their environmental niche space over evolutionary time. Understanding these processes offers insights into the environmental processes fuelling lineage diversification and might also provide information on past range dynamics of ecosystems. However, little is known about the relative contributions of niche conservatism versus niche divergence to species diversification in the tropics. Here, we examined broad-scale patterns of niche evolution within a Pliocene–Pleistocene clade of epiphytic Bulbophyllum orchids (30 spp.) whose collective distribution covers the northwest and eastern forest ecosystems of Madagascar.
Using species occurrence data, ecological niche models, and multivariate analyses of contributing variables, we identified a three-state niche distribution character for the entire clade, coinciding with three major forest biomes viz. phytogeographical provinces in Madagascar: A, Northwest ‘Sambirano’; B, ‘Eastern Lowlands’; and C, ‘Central Highlands’. A time-calibrated phylogeny and Bayesian models of niche evolution were then used to detect general trends in the direction of niche change over the clade’s history (≤5.3 Ma). We found highest transitions rates between lowlands (A and B) and (mostly from B) into the highland (C), with extremely low rates out of the latter. Lowland-to-highland transitions occurred frequently during the Quaternary, suggesting that climate-induced vegetational shifts promoted niche transitions and ecological speciation at this time.
Our results reveal that niche transitions occurred frequently and asymmetrically within this Madagascan orchid clade, and in particular over Quaternary time scales. Intrinsic features germane to Bulbophyllum (e.g., high dispersal ability, drought tolerance, multiple photosynthetic pathways) as well as extrinsic factors (ecological, historical) likely interacted to generate the niche transition patterns observed. In sum, our results support the emerging idea of dramatic environmental and climatic fluctuations in Madagascar during the recent geological past, which overturns the long-held paradigm of long-term stability in tropical forest settings. The generality of the patterns and timings reported here awaits the availability of additional comparative studies in other Madagascan endemics.
Whether species or clades retain or shift their environmental niche space over time is a key question relevant to our understanding of speciation and large-scale patterns of diversification [1–7]. At the species level, the ability of populations to colonize and spread into new (e.g., climatic) niches supports a role for ecological speciation in which divergent natural selection on ecologically important traits promotes population isolation through adaptation to new environments [1, 8–10]. By contrast, niche conservatism is the inability of populations to adapt to new environmental conditions and but nonetheless may facilitate allopatric speciation by maintaining ancestral niches and niche-related traits over time [1, 2, 7]. Moreover, at the phylogenetic level, geographical patterns of niche shifts versus niche conservatism can offer insights into the environmental processes fuelling lineage diversification and may also provide important information on the range dynamics of species and ecosystems over geological time (e.g., [7, 9, 11–13]). However, few phylogenetic-dating studies have explicitly addressed this latter issue in tropical biota, and those that did, mainly focussed on animals (e.g., [13, 14] but see [15–17] for plant examples).
Madagascar is one of the world’s richest biodiversity hotspots , with about 3.2 % and 2.8 % of the estimated global total for number of species of vascular plants and vertebrates, respectively [19, 20]. This rich tropical species diversity is commonly attributed to the island’s long-term geological isolation from Africa (<150 million years ago, Ma) and India (<90 Ma), a high geological and topographical complexity, and regionally pronounced and locally steep environmental (e.g., climatic, elevational) gradients [21–23]. Originally, the forest ecosystems and climates of Madagascar, like elsewhere in the tropics, were believed to have been relatively stable through most of their Cenozoic history, thus allowing the built-up of high species diversity (e.g., [24–26]; but see [7, 27–29]). However, Madagascar’s pollen and vertebrate subfossil record is scarce (e.g., [30, 31]), which makes it difficult to formulate a priori hypotheses about the impact of past vegetation-climate changes on the niche evolution of local biota. Nonetheless, in agreement with the few palaeo-data available (e.g., [32–35]), there is growing evidence from phylogeographical studies of forest-dwelling plants and animals (e.g., [36–38]) that dramatic vegetational shifts took place in Madagascar during the climatic fluctuations of the Quaternary (≤2.6 Ma). Furthermore, using palaeoclimatic modelling, Rakotoarinivo et al.  have shown that Quaternary changes in vegetation-precipitation relationships in Madagascar exerted a strong influence on plant species richness, as exemplified by palms (Arecaceae) of the island’s eastern rainforest biomes. It is feasible, therefore, that Madagascan forest ecosystems underwent repeated range expansion/contraction cycles due to Quaternary palaeoclimatic change, which in turn promoted phylogenetic niche shifts along steep environmental gradients [21–23, 39–42]. An alternative, mutually non-exclusive hypothesis is that niche conservatism had likewise a role in facilitating speciation and lineage divergence through the maintenance of long-term allopatry in proposed glacial refuge locations , notably habitat isolation caused by aridification of low-elevation/montane river catchments [23, 29].
Molecular phylogenetic tools are increasingly used to examine patterns and processes of diversification in plant and animal groups from Madagascar [23, 38, 43–47]. However, to our knowledge, no study to date has specifically examined niche evolution within a Madagascan clade using phylogenetic reconstruction and ecological modelling as integrative tools of the emergent field of ‘phyloclimatic analysis’ (e.g., [11, 13, 48] and references therein; but see ). For example, if niche shifts play an important role in phylogenetic history, we would expect that species niches have non-overlapping geographical distributions and are phylogenetically over-dispersed (i.e., mixed among clades); conversely, under phylogenetic niche conservatism, species sharing the same niche will be phylogenetically clustered [1, 4, 5, 10, 47, 49, 50]. Another prediction of the niche shift hypothesis is that the distribution of niche variables across a phylogenetic tree is not significantly different from a random distribution, while under niche conservatism one would expect a strong tendency of related species to resemble each other in such variables more than if taken at random from the tree [3, 15, 51, 52].
In this study, we used a time-calibrated species-level phylogeny of Madagascan Bulbophyllum ‘clade C’ (30 spp.), previously constructed from plastid and nuclear markers , as a framework to examine patterns and processes of niche evolution during the clade’s Plio-/Pleistocene diversification (c. ≤ 5.3 Ma). In general, we used a broad-scale, macroecological perspective at the clade-level rather than looking at the niche space of individual species, as the majority of Bulbophyllum species have small to very small ranges, so that sample sizes would be too low to implement such an approach for most species (e.g., [62, 63]). Accordingly, based on georeferenced occurrence data and bioclimatic/elevation variables of the entire clade, we first identified and characterized the major partitions of the dataset in terms of their (supposedly) realized niche space (sensu Soberón [64, 65] using, respectively, fuzzy clustering/ordination analyses in conjunction with ecological niche models (ENMs)  and predicted niche occupancy (PNO) profiles . Second, we traced transitions between these realized niches across the tree and used a Bayesian modelling framework to test for a general trend in the direction of niche change through time. Finally, we assessed the extent of phylogenetic signal in variables of the clade’s niches. Together, our results reveal that niche transitions occurred frequently and asymmetrically within this Madagascan orchid clade, and in particular over Quaternary time scales. This supports the emerging idea that climate-induced vegetational shifts in the recent geological past gave rise to current eco-geographical patterns of biota in this tropical biodiversity hotspot.
Study system and phylogenetic framework
Niche-cluster membership of 604 data point localities itemized per species of Bulbophyllum clade C (sects. Bifalcula, Calamaria, Humblotiorchis), and outgroups, used as tip-states for the reconstruction of ancestral niche states A, B, and C (see Fig. 4). Note, two clade C species are not included in the present study (i.e., B. cryptostachium Schltr., B. sp. nov. ‘F’)
B. capuronii Bosser
B. complanatum a H.Perrier
B. implexum Jum. & H.Perrier
B. minutum Thouars
B. sp. nov. A
B. sp. nov. B
B. bicoloratum a Schltr.
B. cirrhoglossum H.Perrier
B. elliotii Rolfe
B. erectum a Thouars
B. hildebrandtii Rchb.f.
B. histrionicum G.A.Fischer & P.J.Cribb
B. incurvum Thouars
B. lecouflei Bosser
B. luteobracteatum Jum. & H.Perrier
B. malawiense B.Morris
B. obtusatum a (Jum. & H.Perrier) Schltr.
B. occultum a Thouars
B. pervillei Rolfe
B. pusillum a (H.Perrier) G.A.Fischer & P.J.Cribb
B. quadrifarium a Rolfe
B. rubrum Jum. & H.Perrier
B. ruginosum H.Perrier
B. senghasii G.A.Fischer & A.Sieder
B. sp. nov. C
B. sp. nov. D
B. sp. nov. E1
B. sp. nov. E2
B. trifarium Rolfe
B. humblotii a Rolfe
B. variegatum Thouars
B. cardiobulbum Bosser
B. horizontale Bosser
The present study capitalizes on a nearly complete molecular phylogeny of clade C (comprised of 30 spp. plus one outgroup species each of related sects. Alcistachys, Kainochilus, and Inversiflorum; Table 1) as previously reconstructed from an eight-gene dataset of five plastid and three nuclear markers . Phylogenetic analyses, using maximum parsimony (MP) (Paup* v. 4.0b10, ) and Bayesian inference (BI) (Mrbayes v. 3.1.2, ), were conducted on the combined plastid/nuclear dataset (6505 bp in total). Bayesian posterior probability (PP > 0.95) and parsimony bootstrap percentage (BP ≥ 85) were used as estimates of strong clade support. The trees retrieved identified sects. Bifalcula (6 spp.) and Humblotiorchis (1 sp.) as successive sister taxa to sect. Calamaria (23 spp.). An estimate of absolute age for each node was obtained from a relaxed molecular clock analysis in Beast v. 1.6.1  using multiple fossils and geological events for calibration (for details see ). The resulting maximum clade credibility (MCC) chronogram is used here to represent the clade C phylogeny and to trace the history of niche shifts across this phylogeny (see below).
Identification and characterization of macroecological niches
The fundamental niche space of species or higher taxa can be separated into variables of biotic interactions and resource-consumer dynamics (‘Eltonian niche’) or into variables of broad-scale environmental conditions (‘Grinnellian niche’) . The interplay between ‘Eltonian’ processes (e.g., competitive exclusion), ‘Grinnellian’ factors (e.g., climate) and others (e.g., dispersal limitation, demographic constraints), defines the realized niche . For the purpose of this study we rely on a reasonable approximation of the realized niche based on climatic and elevation variables of a comprehensive locality dataset for all 30 clade C species (plus outgroups) [65, 75]. This database was assembled from two main sources: (1) own field data gathered during expeditions in Madagascar (G.A.F. and A. Sieder, Vienna) and La Réunion (A.G.); and (2) voucher specimen data (from the period 1850–2010) obtained from herbaria (G, K, MO, NEU, P, TAN, W, WU). Specimen localities without coordinates were geotagged using an internal Gazetteer of Kew Royal Botanic Gardens, topographical maps of Madagascar (1:100.000), and GoogleEarth™. We discarded duplicate presence records per species as well as implausible locality data (e.g., outside a 1 km radius of the Gazetteer locality and/or those of likely misidentified species accessions). In total, the final dataset comprised 604 georeferenced point localities (coordinates available on request), with the number per species ranging from 1 to 148 (mean ± SD, 18.84 ± 28.71).
For each locality in the database, we extracted altitude and 19 bioclimatic (‘bioclim’) data layers for current conditions (~1950–2000) at 30 arc-seconds resolution from the WorldClim database v. 1.4 (; http://www.worldclim.org), using the R-package Raster v. 1.9-70 . To investigate how these 604 data points group in multi-dimensional environmental space into a specific number of different clusters, we used fuzzy C-means (FCM) clustering [78–81]. Compared to conventional (‘hard’) clustering methods, FCM clustering has the advantage that it allows gradual memberships to clusters measured as degrees (0, 1) . This ‘degree of belonging (or fuzziness)’ is defined by a membership coefficient (m), which quantifies a data point’s membership to all the given clusters. FCM clustering is usually regarded more ‘natural’ than ‘hard’ clustering, especially when based on continuous (e.g., environmental, climatic) variables as used here [79, 81, 82].
The 604 data points were fuzzy clustered on the basis of their Euclidian distances calculated from the environmental variables (altitude, bioclim 1–19) using the vegdist function of the R package Vegan v. 2.0-3 . The resultant distance matrix was multi-dimensionally scaled using the cmdscale command in R (i.e., the matrix was scaled such that the distances between the data points were approximately equal to their Euclidian distance). We employed seven different fuzzy validity indices (detailed in [Additional file 1]) to determine the number of clusters existing in the dataset using the functions cmeans and fclustIndex of the R package e1071 v. 1.6 . The number of clusters (K) was set to vary from 2 to 15, each combined with a fuzziness scheme at ten steps (m = 1.1, 1.2 … 2.0), resulting in a total of 140 combinations. Each cmeans run converged before the maximum of 200 iterations was reached. Overall, this FCM analysis identified three clusters (hereafter termed ‘A’, ‘B’, and ‘C’) to which samples were assigned according to their maximum m value (see Results).
We compared the environmental space between the three FCM clusters using principal component analysis (PCA) in R (prcomp command). The PCA was performed on the matrix of variables (altitude, bioclim 1–19) and the component scores of each data point were projected in two dimensions. For each cluster pair, we assessed significance between the first two components (PC1, PC2) using Mann–Whitney U tests. This non-parametric approach was used because PC1 did not fulfil the parametric assumption of normal distribution based on Kolmogorov-Smirnov tests (data not shown).
ENMs were built independently for each FCM cluster using Maxent v. 3.3.3e , a maximum entropy method frequently employed for species distribution modelling (SDM) (e.g., [85, 86]). Based on the locality data assigned to each cluster, ENMs were developed using the 19 bioclim data layers plus altitude (see above) to visualize the geographic space and overlap of these clusters, and to compare their ranges with known phytogeographical zones in Madagascar. For each cluster, model performance was assessed using 100 bootstrap replicates (70 % training, 30 % testing). The area under the ‘Receiver Operating Characteristic (ROC) Curve’ (AUC; [87, 88]) was averaged across replicates to determine if models should be removed (AUC < 0.7). Maxent outputs of continuous probabilities for habitat suitability were converted to presence/absence predictions using a logistic threshold maximizing the absolute value of training sensitivity plus specificity (e.g., ).
Using the approach of Evans et al. , we further characterized each FCM cluster by predicted niche occupancy (PNO) profiles for particular environmental variables using the R package Phyloclim v. 0.8.1 . As input, this program uses Maxent raw data (i.e., cumulative probabilities of habitat suitability) for creating ‘unit area histograms of suitability’, which illustrate the predicted occupancy of an environmental variable by a given set of locality data (in this case of clusters A, B, and C). As predictive variables we selected six that received relatively high loadings in the PCA (see Results).
Ancestral niche reconstructions and testing alternative models of niche transition
We used the submodule Multistate of BayesTraits v. 1.0 (; http://www.evolution.rdg.ac.uk/BayesTraits.html) to reconstruct ancestral niche states under a continuous-time Markov model of discrete character evolution. For each clade C (and outgroup) species, we coded niche state according to the majority of localities per species falling within a certain FCM cluster (hereafter referred to as ‘niche’), and as’polymorphic‘if at least one third of those localities fell into a different niche (see Table 1, showing near-equal species frequencies across niches: A: 9.5, B: 11.5, C: 12). Probabilities of transitions were calculated together with the probabilities of niche states for all internal nodes of the last 5000 post-burn-in trees from the BI analysis of clade C (with outgroup taxa pruned prior to analysis; ), which thus accounts for uncertainty in the phylogeny’s branch lengths and topology. The Markov chain Monte Carlo (MCMC) analyses were run for 5,050,000 generations, with a ratedev parameter of 250 (obtained from initial test runs), a reversible-jump hyperprior with an exponential prior (mean seeded from a uniform distribution on the interval 0 to 30), and a burn-in of 50,000 generations. The reconstructed ancestral niche states were plotted onto the Beast-derived (MCC) chronogram of clade C. Phylogenetic niche shifts were quantified by comparing the most probable states between ancestral and descendant nodes [16, 17, 92].
Results of testing alternative models of niche transition in BayesTraits using logarithmic Bayes Factor (BF) comparisons
q AB = 0
q AC = 0
q BA = 0
q BC = 0
q CA = 0
q CB = 0
q CB = 0, qCA = 0
Phylogenetic signal in environmental variables
To provide a complementary perspective on the clade’s niche evolution, we used Blomberg’s K  to test for correlations between environmental variables and phylogenetic relatedness. In general, this test statistic is used to assess phylogenetic signal by asking whether a given phylogeny (topology and branch lengths) better fits a set of quantitative tip data than expected for data randomly permuted across the tips of the tree [15, 51, 96]. Values of K range from zero to infinity, where K < 1 indicates weak phylogenetic signal, and K > 1 strong signal, implying that close relatives are, respectively, more or less divergent for traits than expected under a Brownian model (K = 1; ). First, based on the locality data, we calculated the centroid value of each principal component (PC1, PC2) per FCM cluster, and also the median values of environmental variables (altitude, bioclim 1–19) for each clade C species. Those ‘trait’ values were then used as input data of the R package Picante v. 1.5-2  for calculating values of K for each trait over 100 trees from the BI analysis (derived from ). Significance of K was assessed by comparing observed patterns of the variance of independent contrasts of the trait to a null model by shuffling taxa across the tips of the phylogeny (999 randomized data sets).
Macroecological niche identification and characterization
Our results of the FCM cluster analysis offered more than one optimal solution for partitioning the 604 occurrence data of Madagascan Bulbophyllum clade C (plus outgroups) in environmental space (Additional file 1). In detail, of the seven validity measures employed, two (i.e., Dunn’s separation and Xie-Beni indices) suggested clustering of the samples into three groups (K = 3, with m = 1.1 or 2.0), while two others (Bezdek’s partition coefficient and Bezdek’s partition entropy) favoured K = 4 with m = 1.1. By contrast, the remaining indices suggested K = 12, 13, or 14 as best partitions (bold and underlined in [Additional file 1]). However, we favoured K = 3 (with m = 1.1) as suggested by the majority of validity indices (four out of seven) when considering their next to optimal values (bold in [Additional file 1]). Accordingly, the 604 locality data were assigned to three clusters depending on the maximum m value per sample (i.e., A: 125, B: 249, C: 229).
Spatial-climatic niche characterisation
Ancestral niche reconstructions and patterns of niche transition
Tests for phylogenetic signal of Blomberg’s K for the centroid values of principal environmental components (PC1, PC2) per cluster (A, B, C), and the median values of contributing variables (altitude, bioclim 1–19) per species, over 100 Bayesian trees of Bulbophyllum clade C (derived from )
% of trees not rejecting H0 (P > 0.05)a
Bio1 = Annual Mean Temperature
Bio2 = Mean Diurnal Range
Bio3 = Isothermality
Bio4 = Temperature Seasonality
Bio5 = Max Temperature of Warmest Month
Bio6 = Min Temperature of Coldest Month
Bio7 = Temperature Annual Range
Bio8 = Mean Temperature of Wettest Quarter
Bio9 = Mean Temperature of Driest Quarter
Bio10 = Mean Temperature of Warmest Quarter
Bio11 = Mean Temperature of Coldest Quarter
Bio12 = Annual Precipitation
Bio13 = Precipitation of Wettest Month
Bio14 = Precipitation of Driest Month
Bio15 = Precipitation Seasonality
Bio16 = Precipitation of Wettest Quarter
Bio17 = Precipitation of Driest Quarter
Bio18 = Precipitation of Warmest Quarter
Bio19 = Precipitation of Coldest Quarter
Although tropical environments comprise numerous biodiversity hotspots , it is precisely in such environments where least is known about the patterns and processes that drive lineage diversification and niche evolution (e.g., [23, 102]). This is the first study to integrate time-calibrated phylogeny, ancestral niche reconstructions, and hypothesis testing of niche transitions to explore the relative importance of niche conservatism versus niche divergence in the evolutionary history of a plant lineage from the tropical biodiversity hotspot of Madagascar. Based on the evidence from Bulbophyllum orchids, our results reveal an exceptionally high number of broad-scale macroecological niche shifts during the Plio-Pleistocene diversification of ‘clade C’ (30 spp.) in general, and over Quaternary time scales, in particular. Furthermore, this pattern is accentuated by partly asymmetrical niche transitions with little evidence for reversals from highland to lowland areas. Although there are limitations to the methods used (e.g., niche classification based on macroenvironmental conditions only  and at the clade level rather than for individual species; equivocal character states at several nodes of the phylogeny), our broad-scale patterns and estimates provide novel insights that can be used for more explicit hypothesis testing to understand historical and ecological factors driving plant diversification in Madagascar.
Niche differentiation and lability within Madagascan Bulbophyllum clade C
Although all clade C species occur in tropical forest biomes, our FCM clustering in conjunction with the PCA (Fig. 2a) and our ENM results (Fig. 2b) revealed the presence of three macroecological niches (A, Northwest ‘Sambirano’; B, ‘Eastern Lowlands’; and C, ‘Central Highlands’), with ‘parapatric’ but de facto non-overlapping ranges (Fig. 2c) thereby largely coinciding with major provinces for the phytogeography of Madagascar [20, 98–101]. Interestingly, 26 of the 30 species included in this study can be assigned unequivocally to one of these three niches (Table 1, Fig. 4), suggesting that (broad-scale) niche conservatism prevails at the intra-specific level. Conversely, those species featuring multiple niche states (i.e., B. erectum, B. hildebrandtii, B. lecouflei, B. occultum) should be ideal candidates for fine-scale studies of incipient ecological speciation.
Our ancestral state reconstructions (Fig. 4) revealed significant evolutionary lability of niches (A, B, C) within clade C. Nonetheless, in several cases, niche conservatism has possibly been important in facilitating species divergence through the maintenance of long-term allopatry (e.g., regarding the sister-species B. occultum/B. bicoloratum; A. Gamisch and U. Jaros, unpubl. data; see also Fig. 4). However, across the entire clade, bioclimatic niche conservatism outweighs respective niche shifts by a ratio of only 2:1, which is considerably lower than the ratio previously reported (25:1) for vascular plants at a global scale . In fact, the total number of 21 transitions inferred for clade C is exceptionally high when compared to other, similar-sized plant lineages that have been identified as undergoing bioclimatic niche shifts over Late Tertiary/Quaternary time scales. As for two examples, six biome shifts were reconstructed within a clade of African Coccinia , and just only two within a clade of South American Leucocoryne . Clearly, these inferences about the number of independent transitions and reversals in Bulbophyllum clade C have to be treated with some caution due to the ambiguity in ancestral character reconstruction. In general, this difficulty to estimate ancestral states with confidence can have many different causes (e.g., taxonomic misclassification, incomplete taxon sampling, phylogenetic uncertainty, inappropriate state categorization, high transition rates among states; [104–106]). In the present case, we suspect this uncertainty is most likely caused by the high rates of transition among niche states ([107–109], M. Pagel, pers. comm.), as also inferred from the results of our BayesTraits analyses (Fig. 5, Table 2; see below). However, the statistical nature of this inference needs to be explored in more detail using simulations.
In view of the high number of niche shifts within Madagascan Bulbophyllum clade C, it is not unexpected that we found no phylogenetic signal of Blomberg’s K for principal environmental components (PC1, PC2) and all their contributing variables (Table 3). Such lack of phylogenetic signal in ecological traits is generally interpreted as being indicative of high rates of niche evolution (viz. niche-related trait lability) among closely related species that rapidly diversified to fill new and/or empty niches [51, 110]. This also accords with altogether ten niche transitions associated with tip branches of the clade C phylogeny (Fig. 4), suggesting that niche shifts had a significant role in recent species diversification (see below).
But what factors then could have promoted these frequent niche transitions? One possible explanation is that these tropical orchids possess a suite of characteristics that make them better suited for such transitions than other plant groups. For instance, Bulbophyllum species, like other orchids, possess dust-like and wind dispersed seeds [111–113]. This high dispersal ability may facilitate both habitat selection and stabilizing selection on phenotypic (e.g., niche-related) traits [52, 114, 115]. Additionally, Bulbophyllum produces pseudobulbs with water-storage tissue, which indicates tolerance to drought stress [67, 116, 117]. Notably, too, this genus is highly variable in photosynthetic assimilation pathways, with species exhibiting C3, CAM (Crassulacean Acid Metabolism), and/or C3-CAM intermediate pathways [118–120]. Although little is known about this physiological variation in Madagascan Bulbophyllum (for which only C3 photosynthesis has been reported so far ), CAM is generally believed to assist species in occupying a wider range of habitats, including both semiarid and (sub) tropical environments [117, 120, 122, 123]. Together, these general characteristics may help explain the evolutionary versatility of clade C species to exploit new environmental niches and adapt to novel selective regimes (e.g., ). Although the species-specific (intrinsic) traits involved remain unknown, they likely interacted in a complex way with both ecological (abiotic and/or biotic) as well as historical (extrinsic) factors to generate the remarkable pattern of niche shifts exhibited by this group (see below).
Directionality of niche transitions
Given the high number of niche shifts and the lack of a phylogenetic signal for environmental variables within Bulbophyllum clade C, one may conjecture that niches varied at random along the phylogeny [7, 16]. This, however, was not observed as we detected several trends in the direction, frequency, and timing of particular niche shifts in this orchid group. Both ancestral niche reconstructions (Fig. 4) and BayesTraits analyses (Fig. 5, Table 2) concurred in that niche shifts within clade C mainly took place from niche A to B, and in the opposite direction, with either niche or, as observed, predominantly B acting as ancestral source for transitions into C. Remarkably, however, reversals back from the dryer and colder high-elevation niche C to the warmer lowlands (A or B) were hardly observed (Fig. 4), and also deemed improbable by the hypothesis testing framework (Fig. 5, Table 2).
The PCA results (Fig. 2a) offer some tentative explanation for the above transition patterns in suggesting differential constraints along the major environmental trajectories (PC1, PC2) linking the three niches. Accordingly, shifts between the lowland niches A and B would need to overcome constraints only along PC2, which may have required adaptive responses to differences in seasonality (temperature, precipitation) and isothermality. By contrast, shifts from B to C mainly proceed along PC1, implying adaptations to overall temperature regime, precipitation, as well as higher elevation. Finally, shifts between A and C would require adaptations along both trajectories (PC1, PC2), and likely therefore are the most severely constrained. In fact, transitions from A to C are rarely observed across the phylogeny (Fig. 4), despite being rendered highly probable by BayesTraits (Fig. 5, Table 2).
However, apart from these different ecological constraints, historical factors may have had a role in shaping the direction and frequency of niche transitions. For instance, Madagascan pollen fossil records, even though scarce, suggest that the primary forest vegetation of the ‘Central Highlands’ was more widespread at lower elevation during the colder (glacial) periods of the Late Quaternary, while receding towards the upper slopes of mountains during warmer inter-/postglacials [32–35]. More recently, this ‘Quaternary vegetational shift’ hypothesis has gained support from population genetic studies of forest-dependent rodent species from northern Madagascar [37, 38]. For Bulbophyllum, there is likewise preliminary evidence from species-specific ENMs for the Last Glacial Maximum (LGM; c. 21,000 year BP) that suitable habitat of high-elevation forest-dwellers (e.g., B. occultum) expanded downwards at that time (A. Gamisch, unpubl. data). It is feasible, therefore, that during the Quaternary climate-induced vegetational shifts (in both elevation and latitude) promoted niche shifts in Bulbophyllum not only between lowlands (A and B) but also from lowland (B) to highland (C) areas. In addition, our results show that 90 % of all speciation events within clade C (27/30) fall into the Quaternary, and when associated with niche shifts, they mostly occur from B to C (five out of ten; Fig. 4). This trend in the timing and frequency of low-to-highland transitions further supports the hypothesis that Quaternary vegetational shifts had an influential role not only in promoting niche shifts per se but also in driving ecological speciation in Madagascan Bulbophyllum.
An outstanding question is why reversals back to lowland niches, i.e., from C to A or B, were hardly observed (Fig. 4) and modelled with zero probability (Table 2). Given the high frequency of B to C transitions, and lesser abiotic (i.e., climatic) constraints along this trajectory relative to those from A to C (see above), one would have expected C to B reversals to occur at least to some extent. Of course, this asymmetry might simply reflect insufficient time elapsed for relevant physiological traits to (re-)evolve in response to warmer and wetter lowland (B) conditions. On the other hand, we may exclude the possibility that reversals are limited by higher extinction rates in niche C, because the time-calibrated phylogeny of the entire clade (Fig. 4) best fits a constant-rates model of diversification without extinction . In other words, niche C is probably not a mere biogeographical ‘sink’ where extinction exceeds colonization. However, with recourse to the ‘Quaternary vegetational shift’ hypothesis, a viable historical scenario is that, associated with inter-/postglacial change to a warmer climate, the upward retreat of the lower limits of the Central Highland forest vegetation severed habitat connections to the Eastern Lowland forest [32, 35, 38]. In the case of Bulbophyllum, this hypothesis implies that, in addition to climate and topography, historical factors likewise imposed constraints on niche shifts from C to B. However, it is also possible that any asymmetry in niche shifts in this plant group from highland to lowland forests may have more to do with biotic interactions (e.g., competition with well-adapted residents; lack of suitable pollinators) than it does with physiological adaptation to lowland climates and/or the fragmentation of past migration routes (see also ).
Clearly, a full understanding why clade C species exhibit frequent yet irreversible transitions to higher elevation habitats (niche C) over geologically recent (Quaternary) time scales would require fine-scaled analyses. This, for instance, may involve sister-species or species populations distributed on either side of the B–C niche boundary (e.g., B. pervillei/B. ruginosum), and including genetic, phenotypic, ecological, and distributional (ENM) data for present and past (LGM) climate conditions to test for asymmetric migration and dispersal rates. It also needs to be explored in more ecological detail which biotic factors may have a major role in disconnecting the fundamental and realized niches of these tropical orchids, especially due to the role of competitors and/or pollinators. Nevertheless, the present results concur with phylogenetic reconstructions in other plant and animal taxa from tropical and extra-tropical regions, showing a general trend of niche transitions from lower to higher elevation habitats (e.g., [52, 86, 126–130]), whereas well-supported cases of reverse shifts seem to be rare (but see ). Whether this reflects actual patterns or bias in data collection remains unclear, and is worth addressing in greater depth (see  for the reminiscent case of mainland-island transitions).
On this broad macroecological scale, our findings highlight an unusually high incidence of niche transitions in an epiphytic orchid lineage from Madagascar, which seems to overturn the long-held paradigm of long-term stability in tropical forest ecosystems [24–26]; but see [7, 27–29]. Over the entire Plio-/Pleistocene history of Bulbophyllum clade C, the highest transitions rates were between the two lowland rainforest niches, Northwest ‘Sambirano’ (A) and ‘Eastern Lowlands’ (B), and into the mixed-forest/scrubland niche of the ‘Central Highlands’ (C), with extremely low rates out of the latter. Intrinsic features germane to this orchid group (e.g., high dispersal ability, drought tolerance, multiple photosynthetic pathways) as well as extrinsic factors (ecological, historical) likely interacted to generate this partly asymmetrical niche transition pattern. Our results also tend to suggest that Quaternary vegetational shifts had an important role in promoting niche transitions in general, and shaping recent speciation via Eastern Lowland-to-Central Highland shifts in particular. The generality of these patterns and timings awaits the availability of additional comparative studies in other Madagascan plant endemics, which might also shed light on the Central Highland biome as a possible ‘end of the colonization road’. Finally, this work clearly demonstrates the need for species-level sampling and molecular ecological analyses of Bulbophyllum clade C to better understand the relative importance of historical and contemporary factors driving speciation in this orchid group.
Availability of supporting data
The data sets supporting the results of this article are included within the article (and its Additional files 1 and 2). The phylogenetic data sets  supporting the results of this article are available in the Dryad Digital Repository [doi:10.5061/dryad.35935].
We like to thank members of the Botanical Garden of Vienna University (Michael Kiehn, Anton Sieder), the Parc Botanique et Zoologique de Tsimbazaza (Solo Rapanarivo, Jacky Andriantiana), and the Université de la Réunion (Thierry Pailler) for general support and help with fieldwork in Madagascar and La Réunion; the Département des Eaux et Fôrets (Madagascar) and the Parc National de La Réunion for issuing collecting permits; the curators of herbaria (G, K, MO, NEU, P, TAN, W, and WU) for the loan of specimens; and Elisabeth Egger and her team for cultivation of Bulbophyllum at Salzburg Botanical Garden (HBS). We extend special thanks to H. Peter Linder (University of Zürich) and Hanno Schäfer (Technical University Munich) for stimulating discussions on this research topic, to Mark Pagel (University of Reading) for help in interpreting the niche transition rates, and two anonymous reviewers for very insightful comments on earlier versions of this manuscript. This study was funded by the FWF (Austrian Science Fund) grants P20726-B03 (H.P.C.) and P17124-B0 (G.A.F.) and by the Stiftungs- und Förderungsgesellschaft der Paris-Lodron-Universität Salzburg.
Open AccessThis article is distributed under the terms of the Creative Commons Attribution 4.0 International License (http://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license, and indicate if changes were made. The Creative Commons Public Domain Dedication waiver (http://creativecommons.org/publicdomain/zero/1.0/) applies to the data made available in this article, unless otherwise stated.
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