Mini-Symposium for the Subfamily Maloideae (Rosaceae) Convened at the Harvard University Herbaria


Studies of Rosaceae in China: History and Current Status

Lu Lingdi and Gu Cuizhi (presented by Lu Lingdi)

Professor Gu Cuizhi and I have come to the Harvard University Herbaria to work on the English edition of the Flora of China. Today, you have joined us for this meeting, thus beginning our collaboration on the Flora. I will speak informally about our experiences with the original Chinese edition of the Flora (Flora Reipublicae Popularis Sinica) with Professor T. T. Yü, and this should serve as a good beginning for our discussions.

First, please let me give a brief account of our teacher Professor T. T. Yü, a botanist and also a horticulturist, who unfortunately died in Beijing in July 1986 at the age of 78. Professor Yü was a senior researcher of the Institute of Botany, Chinese Academy of Sciences (CAS), and an Academician of the Division of Biological Sciences (CAS).

In his early youth, Professor Yü became interested in botany. After he graduated from the Biological Department of Beijing Normal University, he began his taxonomic work at the Fan Memorial Institute of Biology in Beijing. During the War, he worked in Kunming, Yunnan Province. While in Kunming and under extremely difficult conditions with poor equipment and poor medical service, Professor Yü was able to collect a great number of valuable plant specimens, seeds, and seedlings from Sichuan and Yunnan Provinces. These specimens are preserved at various herbaria and botanical gardens in China and in many herbaria in foreign countries, including the Harvard University Herbaria, the Missouri Botanical Garden, the Royal Botanical Garden, Kew, and the Royal Botanical Garden, Edinburgh. Many living plants cultivated from seeds collected by T. T. Yü were distributed to many botanical institutions in western countries so that botanists and taxonomists around the world have been able to study many valuable Chinese plants. Professor Yü's collections, including many novelties, have been, and continue to be, very important and useful for the compilation of the Flora of China.

From 1947 to 1950 Professor Yü continued his taxonomic and horticultural investigations at the Royal Botanical Garden Kew and the Royal Botanical Garden Edinburgh. After his return to China in 1950, together with other botanists and horticulturists, he established the Beijing Botanical Garden of the Institute of Botany and became the Garden's first director; he later became the deputy director of the Institute of Botany. To conduct research at the botanical garden, he continued his studies on horticultural plants including fruit trees and ornamental plants of the rose family and also camellias. Professor Yü's taxonomic research was wide in scope. He worked particularly on the Rosaceae, but also had an interest in Begoniaceae and Leguminosae (Fabaceae). His publications, including articles and monographs on Rosaceae, contributed greatly to both botany and horticulture.

Professor Yü was the chief editor of the editorial committee of the Flora Reipublicae Popularis Sinica. At about the beginning of 1970, Professor Yü began to compile the Rosaceae for the Flora. He worked in collaboration with Professors Gu Cuizhi, Li Chaoluan, Kuan Kechien, and myself. In the course of our studies, we worked very hard. We examined the extensive literature on the Rosaceae in Chinese and foreign publications. In addition, we examined all the specimens of Rosaceae housed in herbaria and botanical gardens in China and borrowed many plant specimens from other countries. We mainly studied herbarium materials, but we also observed living plants in the field. Using evidence from morphology, distribution, and ecology, we investigated the Rosaceae for a long time and finally published the account, treating more than 900 species belonging to the four subfamilies and 55 genera, in volumes 36, 37 and 38 of Flora Reipublicae Popularis Sinicae. The four subfamilies are the Spiraeoideae, Maloideae, Rosoideae, and Prunoideae (Amygdaloideae).

I would like to give a brief overview of the work that I have undertaken concerning the subfamily Maloideae and the other subfamilies of the Rosaceae for the Flora of China.

In Maloideae, I worked on five genera for the English edition of the Flora of China, i.e., Sorbus (63-65 spp.), Cotoneaster (ca. 60 spp.), Photinia (45 spp.), Stranvaesia (5 spp.), and Dichotomanthes (1 sp.). Some problems exist in the above-mentioned genera. For instance, in the genera Sorbus and Photinia, the generic limits recognized by different authors have varied greatly so it is has been difficult to deal with the plants in China without additional evidence. We have not divided the genus Sorbus into smaller genera in the Flora of China.

In the genus Cotoneaster, there is the difficult problem of apomicts. Dr. Klotz discovered and published many microspecies, some of which are purportedly distributed in SW Yunnan. Based on morphological disjunctions and distributions, we have dealt with some species but due to the lack of type specimens, a few species recognized by Klotz still remain to be addressed.

In the subfamily Spiraeoideae, I studied Spiraea with Professor T. T. Yü. There are more than 60 species in this genus. We published a new system for this genus.

In the subfamily Rosoideae, I studied the genus Rubus. It is one of the largest genera in the Rosaceae, consisting of more than 750 species worldwide, of which about 200 species have been recognized in China. The members of this genus are polymorphic, variable, and very complicated. After detailed analysis and investigation, we found that this genus evolved from shrubs to herbs. From a phylogenetic point-of-view, based upon the evolutionary tendency of morphological features, chromosome numbers of species recorded in the literature, and the distribution patterns of species, we revised Focke's system and suggested a new systematic arrangement of Chinese Rubus. The arrangement of sections is now presented in a reverse order from Focke's system. In addition, we discovered many new species and made new combinations.

In the subfamily Prunoideae (Amygdaloideae), the generic delimitation of the genus Prunus is also in dispute. The number of genera recognized by different authors has varied. In the Flora of China, we divided Prunus into six genera: Amygdalus, Armeniaca, Prunus, Cerasus, Padus, and Laurocerasus; I personally treated Amygdalus, Armeniaca, and Laurocerasus.

In recent years, with the assistance of graduate students, I studied the pollen morphology and leaf anatomy of the Photinia complex and have published some papers on these topics.

Now, please allow me to briefly introduce Professor Gu Cuizhi's work in the Flora of China. Professor Gu worked on Rosaceae also in collaboration with Professor Yü. She provided treatments of 22 genera for the Flora. She studies the genera Sibiraea, Aruncus, Sorbaria, Neillia, Exochorda, and so on in the subfamily Spiraeoideae. In the Maloideae, she treated Malus (about 25 spp.), Pyrus (14 spp.), Crataegus (17 spp.), Eriobotrya (13 spp.), Chaenomeles (5 spp.), Amelanchier (2 species), and others. These genera contain many important fruit trees and ornamental plants. Professor Gu also studies the genus Rosa in the subfamily Rosoideae. There are approximately 90 species in this genus, many of which are ornamental plants. Also, she works on the genera Prunus, Padus, Maddenia, and Prinsepia in the subfamily Prunoideae. In the course of compiling the Flora Reipublicae Popularis Sinica with Professor T. T. Yü, she discovered and published many new species, made new combinations, and revised the system of classification for the genus Rosa.

Finally, I think that the following two problems should be discussed regarding Rosaceae for the Flora of China.

1. With regard to the concept of species, we do not accept the splitter's point of view. For example, in the genus Cotoneaster Dr. Klotz recognized and published many new species, bringing the number of species in Cotoneaster to upwards of 200 "species" of which many represent agamic complexes. In the course of our taxonomic treatment of this genus, I found that it has been very difficult or impossible to detect the characteristics that distinguish the closely related species determined by Dr. Klotz. The members of the Rosaceae are highly diverse in morphology and include a great number of economically important species, including fruit trees and valuable ornamental plants. If we adopt the splitter's point of view (i.e., a narrow concept of species) many economically important species cannot be conveniently and practically used by the people who are involved in their production. In addition, it is very difficult or impossible to distinguish these microspecies. Therefore, we accept the concept of species in an inclusive sense.

2. There is another problem which presents itself in dealing with the Rosaceae. During the compilation of the Rosaceae for the Flora of China, our attention was drawn to the problem of generic delimitation. In the Rosaceae, the problems of generic limits are always present especially in the subfamily Maloideae. The genus Sorbus is usually treated by us in an inclusive sense, in which exist two large groups of plants, the one group is characterized by simple leaves, and the other group by compound leaves. Its generic limits have been treated differently at various times. Some authors (Focke 1888, 1892; Fernald 1950, and others) reduced the entire genus Sorbus to Pyrus, but many others have taken an opposing point of view. Koehne recognized the sister groups of Sorbus as separate genera, but these sister groups recognized by Koehne were recognized at subgeneric or sectional level by Kovanda, who divides the genus Sorbus into five subgenera: Sorbus, Aucuparia, Aria, Chamaemespilus, and Torminaria. Recently, some authors have divided Sorbus into three subgenera: Aria, Chamaemespilus, and Torminaria.

As mentioned above, the generic limits of Sorbus have been repeatedly disputed to the present. In China we have not found sufficient evidence to support dividing the entire genus into several genera, so we have continued to use the genus Sorbus in an inclusive sense in the Flora of China.

With regard to the genera Photinia and Stranvaesia, traditionally Stranvaesia has been separated from Photinia according to the number of carpels and by the dehiscence of the fruits. Some authors have reduced the genus Stranvaesia to Photinia. In the Flora of China, we treat them as two separate genera. The problem of generic limits also exists in the genus Photinia. Recently, some authors have separated the caducous-leaved section as a distinct genus; how to deal with it in the Flora of China remains to be solved.

11 January 1997