Fern

Fern stems are often referred to as rhizomes, even though they grow underground only in some of the species. Epiphytic species and many of the terrestrial ones have above-ground creeping stolons (e.g., Polypodiaceae), and many groups have above-ground erect semi-woody trunks (e.g., Cyatheaceae). These can reach up to 20 meters (66 ft) tall in a few species (e.g., Cyathea brownii on Norfolk Island and Cyathea medullaris in New Zealand).[7]

The green, photosynthetic part of the plant is technically a megaphyll and in ferns, it is often referred to as a frond. New leaves typically expand by the unrolling of a tight spiral called a crozier or fiddlehead into fronds.[8] This uncurling of the leaf is termed circinate vernation. Leaves are divided into two types: sporophylls and tropophylls. Sporophylls produce spores; tropophylls do not. Fern spores are borne in sporangia which are usually clustered to form sori. In monomorphic ferns, the fertile and sterile leaves looks morphologically the same, and are photosynthesizing in the same way. In hemidimorphic ferns, just a portion of the fertile leaf is different from the sterile leaves. And in dimorphic ferns, also called holomorphic ferns, the two types of leaves are morphologically distinct (frond dimorphism).[9] The fertile leaves are much narrower than the sterile leaves, and may even have no green tissue at all (e.g., Blechnaceae, Lomariopsidaceae). The anatomy of fern leaves can be anywhere from simple to highly divided, or even indeterminate (e.g. Gleicheniaceae, Lygodiaceae). The divided forms are pinnate, where the leaf segments are completely separated from one other, or pinnatifid (partially pinnate), where the leaf segments are still partially connected. When the fronds are branched more than once, it can also be a combination of the pinnatifid are pinnate shapes. If the leaf blades are divided twice, the plant has bipinnate fronds, and tripinnate fronds if they branch three times, and all the way to tetra- and pentapinnate fronds.[10][11] In tree ferns, the main stalk that connects the leaf to the stem (known as the stipe), often has multiple leaflets. The leafy structures that grow from the stipe are known as pinnae and are often again divided into smaller pinnules.[12]

The underground non-photosynthetic structures that take up water and nutrients from soil. They are always fibrous and structurally are very similar to the roots of seed plants.

As in all other vascular plants, the sporophyte is the dominant phase or generation in the life cycle. The gametophytes of ferns, however, are very different from those of seed plants. They are free-living and resemble liverworts, whereas those of seed plants develop within the spore wall and are dependent on the parent sporophyte for their nutrition. A fern gametophyte typically consists of:

• Prothallus: A green, photosynthetic structure that is one cell thick, usually heart or kidney shaped, 3–10 mm long and 2–8 mm broad. The prothallus produces gametes by means of:
  • Antheridia: Small spherical structures that produce flagellate sperm.
  • Archegonia: A flask-shaped structure that produces a single egg at the bottom, reached by the sperm by swimming down the neck.
• Rhizoids: root-like structures (not true roots) that consist of single greatly elongated cells, that absorb water and mineral salts over the whole structure. Rhizoids anchor the prothallus to the soil.

Smith et al. (2006) carried out the first higher-level pteridophyte classification published in the molecular phylogenetic era, and considered the ferns as monilophytes, as follows:[18]

• Division Tracheophyta (tracheophytes) - vascular plants
  • Sub division Euphyllophytina (euphyllophytes)
    • Infradivision Moniliformopses (monilophytes)
    • Infradivision Spermatophyta - seed plants, ~260,000 species
  • Subdivision Lycopodiophyta (lycophytes) - less than 1% of extant vascular plants

Molecular data, which remain poorly constrained for many parts of the plants' phylogeny, have been supplemented by morphological observations supporting the inclusion of Equisetaceae in the ferns, notably relating to the construction of their sperm and peculiarities of their roots.[18] However, there remained differences of opinion about the placement of the genus Equisetum (see Equisetopsida for further discussion). One possible solution was to denominate only the leptosporangiate ferns as "true ferns" while denominating the other three groups as fern allies. In practice, numerous classification schemes have been proposed for ferns and fern allies, and there has been little consensus among them.

The leptosporangiate ferns are sometimes called "true ferns".[19] This group includes most plants familiarly known as ferns. Modern research supports older ideas based on morphology that the Osmundaceae diverged early in the evolutionary history of the leptosporangiate ferns; in certain ways this family is intermediate between the eusporangiate ferns and the leptosporangiate ferns. Rai and Graham (2010) broadly supported the primary groups, but queried their relationships, concluding that "at present perhaps the best that can be said about all relationships among the major lineages of monilophytes in current studies is that we do not understand them very well".[20] Grewe et al. (2013) confirmed the inclusion of horsetails within ferns sensu lato, but also suggested that uncertainties remained in their precise placement.[21] Other classifications have raised Ophioglossales to the rank of a fifth class, separating the whisk ferns and ophioglossoid ferns.[21]

One problem with the classification of ferns is that of cryptic species. A cryptic species is a species that is morphologically similar to another species, but differs genetically in ways that prevent fertile interbreeding. A good example of this is the currently designated species Asplenium trichomanes (maidenhair spleenwort). This is actually a species complex that includes distinct diploid and tetraploid races. There are minor but unclear morphological differences between the two groups, which prefer distinctly differing habitats. In many cases such as this, the species complexes have been separated into separate species, thus raising the total number of species of ferns. Many more cryptic species may be yet to be discovered and designated.

The ferns are related to other higher order taxa as shown in the following cladogram:[17][22][23][3]

The classification of Smith et al. (2006) treated ferns as four classes:[18][24]

• Equisetopsida (Sphenopsida) 1 order, Equisetales (Horsetails) ~ 15 species
• Psilotopsida 2 orders (whisk ferns and ophioglossoid ferns) ~92 species
• Marattiopsida 1 order, Marattiales ~ 150 species
• Polypodiopsida (Filicopsida) 7 orders (leptosporangiate ferns) ~ 9,000 species

In addition they defined 11 orders and 37 families.[18] That system was a consensus of a number of studies, and was further refined.[21][25] The phylogenetic relationships are shown in the following cladogram (to the level of orders).[18][26][21] This division into four major clades was then confirmed using morphology alone.[27]

Subsequently, Chase and Reveal considered both lycopods and ferns as subclasses of a class Equisetopsida (Embryophyta) encompassing all land plants. This is referred to as Equisetopsida sensu lato to distinguish it from the narrower use to refer to horsetails alone, Equisetopsida sensu stricto. They placed the lycopods into subclass Lycopodiidae and the ferns, keeping the term monilophytes, into five subclasses, Equisetidae, Ophioglossidae, Psilotidae, Marattiidae and Polypodiidae, by dividing Smith's Psilotopsida into its two orders and elevating them to subclass (Ophioglossidae and Psilotidae).[23] Christenhusz et al.[lower-alpha 1] (2011) followed this use of subclasses but recombined Smith's Psilotopsida as Ophioglossidae, giving four subclasses of ferns again.[28]

Christenhusz and Chase (2014) developed a new classification of ferns and lycopods. They used the term Polypodiophyta for the ferns, subdivided like Smith et al. into four groups (shown with equivalents in the Smith system), with 21 families, approximately 212 genera and 10,535 species;[17]

• Equisetidae (=Equisetopsida) - monotypic (Equisetales, Equisetaceae, Equisetum) horsetails ~ 20 species)
• Ophioglossidae (=Psilotopsida) - 2 monotypic orders ~ 92 species
• Marattiidae (=Marattiopsida) - 1 monotypic order (Marattiales, Marattiaceae, 2 subfamilies) ~ 130 species
• Polypodiidae (=Polypodiopsida) - 7 orders

This was a considerable reduction in the number of families from the 37 in the system of Smith et al., since the approach was more that of lumping rather than splitting. For instance a number of families were reduced to subfamilies. Subsequently, a consensus group was formed, the Pteridophyte Phylogeny Group (PPG), analogous to the Angiosperm Phylogeny Group, publishing their first complete classification in November 2016. They recognise ferns as a class, the Polypodiopsida, with four subclasses as described by Christenhusz and Chase, and which are phylogenetically related as in this cladogram:[3]

In the Pteridophyte Phylogeny Group classification of 2016 (PPG I), the Polypodiopsida consist of four subclasses, 11 orders, 48 families, 319 genera, and an estimated 10,578 species.[29] Thus Polypodiopsida in the broad sense (sensu lato) as used by the PPG (Polypodiopsida sensu PPG I) needs to be distinguished from the narrower usage (sensu stricto) of Smith et al. (Polypodiopsida sensu Smith et al.)[3] Classification of ferns remains unresolved and controversial with competing viewpoints (splitting vs lumping) between the systems of the PPG on the one hand and Christenhusz and Chase on the other, respectively. In 2018, Christenhusz and Chase explicitly argued against recognizing as many genera as PPG I.[15][30]

Fern-like taxa (Wattieza) first appear in the fossil record in the middle Devonian period, ca. 390 Mya. By the Triassic, the first evidence of ferns related to several modern families appeared. The great fern radiation occurred in the late Cretaceous, when many modern families of ferns first appeared.[32][1][33][34] Ferns evolved to cope with low-light conditions present under the canopy of angiosperms.

Remarkably, the photoreceptor neochrome in the two orders Cyatheales and Polypodiales, integral to their adaptation to low-light conditions, was obtained via horizontal gene transfer from hornworts, a bryophyte lineage.[35]

Due to the very large genome seen in most ferns, it was suspected they might had gone through whole genome duplications, but DNA sequencing has shown that their genome size is caused by the accumulation of mobile DNA like transposons and other genetic elements that infect genomes and get copied over and over again.[36]

Close-up of a monarch fern sorus, showing its sporangium

Gametophyte (thalloid green mass) and sporophyte (ascendent frond) of Onoclea sensibilis

Ferns are vascular plants differing from lycophytes by having true leaves (megaphylls), which are often pinnate. They differ from seed plants (gymnosperms and angiosperms) in reproducing by means of spores and lacking flowers and seeds. Like all land plants, they have a life cycle referred to as alternation of generations, characterized by alternating diploid sporophytic and haploid gametophytic phases. The diploid sporophyte has 2n paired chromosomes, where n varies from species to species. The haploid gametophyte has n unpaired chromosomes, i.e. half the number of the sporophyte. The gametophyte of ferns is a free-living organism, whereas the gametophyte of the gymnosperms and angiosperms is dependent on the sporophyte.

The life cycle of a typical fern proceeds as follows:

1. A diploid sporophyte phase produces haploid spores by meiosis (a process of cell division which reduces the number of chromosomes by a half).
2. A spore grows into a free-living haploid gametophyte by mitosis (a process of cell division which maintains the number of chromosomes). The gametophyte typically consists of a photosynthetic prothallus.
3. The gametophyte produces gametes (often both sperm and eggs on the same prothallus) by mitosis.
4. A mobile, flagellate sperm fertilizes an egg that remains attached to the prothallus.
5. The fertilized egg is now a diploid zygote and grows by mitosis into a diploid sporophyte (the typical fern plant).

The study of ferns and other pteridophytes is called pteridology. A pteridologist is a specialist in the study of pteridophytes in a broader sense that includes the more distantly related lycophytes.

Pteridomania is a term for the Victorian era craze of fern collecting and fern motifs in decorative art including pottery, glass, metals, textiles, wood, printed paper, and sculpture "appearing on everything from christening presents to gravestones and memorials." The fashion for growing ferns indoors led to the development of the Wardian case, a glazed cabinet that would exclude air pollutants and maintain the necessary humidity.[51]

Barnsley fern created using a chaos game, through an Iterated function system (IFS).

The dried form of ferns was also used in other arts, being used as a stencil or directly inked for use in a design. The botanical work, The Ferns of Great Britain and Ireland, is a notable example of this type of nature printing. The process, patented by the artist and publisher Henry Bradbury, impressed a specimen on to a soft lead plate. The first publication to demonstrate this was Alois Auer's The Discovery of the Nature Printing-Process.

Fern bars were popular in America in the 1970s and 80s.

Ferns figure in folklore, for example in legends about mythical flowers or seeds.[52] In Slavic folklore, ferns are believed to bloom once a year, during the Ivan Kupala night. Although alleged to be exceedingly difficult to find, anyone who sees a fern flower is thought to be guaranteed to be happy and rich for the rest of their life. Similarly, Finnish tradition holds that one who finds the seed of a fern in bloom on Midsummer night will, by possession of it, be guided and be able to travel invisibly to the locations where eternally blazing Will o' the wisps called aarnivalkea mark the spot of hidden treasure. These spots are protected by a spell that prevents anyone but the fern-seed holder from ever knowing their locations.[53] In the US, ferns are thought to have magical properties such as a dried fern can be thrown into hot coals of a fire to exorcise evil spirits, or smoke from a burning fern is thought to drive away snakes and such creatures.[54]

Ferns are the national emblem of New Zealand and feature on its passport and in the design of its national airline, Air New Zealand, and its rugby team, the All Blacks.

Several non-fern plants (and even animals) are called ferns and are sometimes confused with ferns. These include:

• Asparagus fern—This may apply to one of several species of the monocot genus Asparagus, which are flowering plants.
• Sweetfern—A flowering shrub of the genus Comptonia.
• Air fern—A group of animals called hydrozoan that are distantly related to jellyfish and corals. They are harvested, dried, dyed green, and then sold as a plant that can live on air. While it may look like a fern, it is merely the skeleton of this colonial animal.
• Fern bush—Chamaebatiaria millefolium—a rose family shrub with fern-like leaves.
• Fern tree—Jacaranda mimosifolia—an ornamental tree of the order Lamiales.
• Fern leaf tree—Filicium decipiens—an ornamental tree of the order Sapindales.

Some flowering plants such as palms and members of the carrot family have pinnate leaves that somewhat resemble fern fronds. However, these plants have fully developed seeds contained in fruits, rather than the microscopic spores of ferns.