Abstract
Somatic embryogenesis (SE) is a fascinating developmental program that was first described for carrot 60 years ago. In 2015, the first report of SE in the Monilophyta was published for Cyathea delgadii Sternb. Using the data obtained for somatic embryo induction and development in this tree fern, we presented a new model system for studying early events in SE. Here, we summarize what is known of that model system, which requires a hormone-free medium to induce embryogenic competence. Special emphasis is placed on hormonal regulation of somatic-to-embryogenic transition and on the cytomorphological and proteomic changes that occur during early SE. Our research also reveals that SE is able to improve fern productivity to a much greater extent than can current conventional in vitro propagation methods for cryptogamic plants.
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1 Introduction
Somatic embryogenesis (SE) is a process by which bipolar structures called somatic embryos develop from non-zygotic cells. It was first described for carrot callus cells 60 years ago (Reinert 1958; Steward et al. 1958). By 2015, this unique developmental process had already been recognized for many spermatophytes, but for only two cryptogamic species, i.e. Lycopodiella inundata (L.) Holub and Huperzia selago (L.) Bernh. ex Schrank. (Atmane et al. 2000; Szypuła et al. 2005). In 2015, the first report of SE in a fern was published for Cyathea delgadii Sternb., a plant species belonging to Monilophyta, a clade that contains the closest living relatives of spermatophytes (Mikuła et al. 2015b). Although the life cycle of ferns is completely different from that of spermatophytes, the ability to switch the developmental program of mature cells to that of somatic embryo formation seems to be universal and needs to be explained (Kennedy and Norman 2005). The switch in cell fate, both in seed plants and cryptogamic plants , is characterized by changes in phytohormone content and abundance of protein, by patterns of gene expression, as well as structural rearrangement of explant cells. Determining the changes by which somatic cells are able to reset a new developmental pathway is important if we are to understand the capacity of plant cells for asexual embryogenesis. Our recent work shows that the use of C. delgadii is useful in understanding somatic-to-embryogenic transition.
2 Story of Somatic Embryogenesis in the Tree Fern Cyathea delgadii
The sequence of events leading to termination of zygotic embryogenesis under in vitro culture conditions (Fig. 6.1) provides not only information about sexual reproduction in C. delgadii but is also a source of experimental material for SE. It is worth emphasizing that maintaining cultures in darkness inhibits the development of gametophytes, and the latter are prevented from reaching sexual maturity. Under 16/8 h photoperiod conditions, gametophytes achieve maturity within 6 months following spore sowing on 1/2 strength Murashige and Skoog (MS) medium supplemented with 1% sucrose. Details of sex organ formation in this species were described by Rybczyński and Mikuła (2011). Following fertilization, early development of the zygotic embryo takes place inside an archegonium. Following rupture of the archegonial envelope by the first leaf (Fig. 6.1a), subsequent embryonic growth is rapid. Within 4–5 weeks, the main organographic regions are determined, and the leaf-root axis is visible (Fig. 6.1b). Subsequently, the first leaf elongates, and the development of the second follows shortly thereafter (Fig. 6.1c, d). The lamina of the first leaf, grown under photoperiod conditions, is entirely different from that of mature adult leaves (Fig. 6.1e, f). The first leaf shows dichotomous venation, whereas the second is more complex and pinnate (Fig. 6.1f). Zygotic embryo-derived sporophytes were readily induced on gametophytes growing on culture medium lacking ammonium nitrate (NH4NO3) and with the mineral salt concentration of the medium reduced to 1/8 MS (Fig. 6.1e).
These findings confirm that requirements for nutrients for zygotic embryo initiation in the tree fern C. delgadii are low. Indeed, starvation has previously been used for the initiation of fern sporophytes in Pteris ensiformis Burm. f., Adiantum reniforme var. sinense Y. X. Lin., and Osmunda regalis L. (Fernández et al. 1999; Wu et al. 2010; Makowski et al. 2016). Parts of very young zygotic embryos and zygotic embryo-derived sporophytes that were allowed to develop under reduced light conditions (3.5 μE m−2 s−1) were capable of producing somatic embryos (19% efficient) (Mikuła et al. 2015b). Ultimately, the capacity of C. delgadii explants to undergo SE depends on the light conditions that prevail during the development of source plantlets. No embryogenic induction was observed in stipes excised from sporophytes cultured at a light intensity of 50 μM m−2 s−1 (Mikuła et al. 2015a). Long-term etiolation of somatic embryo-derived sporophytes has proved to be the main factor controlling induction of SE on hormone-free medium. Later studies revealed that the course of SE is dependent on the type of explant used for culture initiation. Stipe explant is important for inducing a single-celled source of somatic embryos (Fig. 6.2a–d) (Mikuła et al. 2015b), whereas an internodal explant is required to induce a multicellular SE pathway (Fig. 6.2e–g). When stipe explants were used for culture initiation, the first cell divisions typically commenced at 10 days of culture (Fig. 6.2a). During the next 4–6 days, the epidermal cells divided several times (Fig. 6.2b). Early (Fig. 6.2c) and late embryonic leaf stages (Fig. 6.2d), with numerous trichomes on the embryo surface, were clearly visible at about 21–28 days following culture initiation. Numerous divided cells were visible on the surface of internodal explants after 7 days of culture. These divisions led to the formation of compact, nodular structures of multicellular origin (Fig. 6.2e), and these subsequently developed very quickly. Differentiation of the leaf primordium was observed at about day 16 of culture (Fig. 6.2f). Elongation of both embryo body and root then occurred (Fig. 6.2g). This method of somatic embryo formation in fern species is shown here for the first time. Sporophyte cultures maintained in darkness without any subculture for more than 5 months became an additional source of somatic embryos (Mikuła et al. 2015b). These embryos were spontaneously formed on various parts of donor plantlets by direct (Fig. 6.2h) or indirect SE (Fig. 6.2i, j). Both processes have been observed to occur simultaneously under the same tissue culture conditions. The course of SE in C. delgadii, commencing with spores followed by the culturing of gametophytes and formation of zygotic embryo-derived sporophytes, to the formation of somatic embryos and, ultimately, the derivation of mature plantlets from these, is summarized in Fig. 6.3.
Somatic embryo-derived sporophytes that have developed three leaves are the best source of initial explants. The process of SE from stipe explants of sporophytes (Fig. 6.3; in gray) continue in a cyclic manner, thus providing a continuous supply of embryogenic material. As an experimental system, it has certain advantages compared to those systems of SE described for the majority of spermatophytes. The system is induced (1) on hormone-free medium, (2) from a single cell of the stipe epidermis or from several cells of internodal segments, (3) during a short-time period, and (4) with very high multiplication and replication rate. Additionally, embryogenicity can be maintained for prolonged periods independent of a primary explant source. There are a few examples of species for which SE is driven by growth regulator-free medium (Raemakers et al. 1995). Although progress has undeniably been made in characterizing the underlying mechanisms of SE, thanks to the use of model plants such as Arabidopsis and Daucus carota (Raghavan 2006), the unique system that occurs in C. delgadii is extremely helpful in advancing this research.
3 Insight into Early Somatic Embryogenesis Using the C. delgadii Model System
The acquisition of embryogenic capacity occurs with greater or lesser ease depending on the plant species and the in vitro regeneration system employed. For most, the response of explant cells and the method of somatic embryo formation are modified by the interaction of natural hormones and synthetic plant growth regulators (PGR) (Gaj 2004). Exogenously applied PGRs alter the synthesis, activation, transport, and destruction of endogenous hormones and regulate the morphogenetic response of explant cells (Gaspar et al. 1996). Conversely, SE can be induced in the absence of PGRs by using different stress treatments, such as osmotic stress, high or low temperature, or salinity (Nic-Can et al. 2016). Research on C. delgadii showed that the ability of explants to undergo somatic embryo production can also be controlled by the light conditions under which the donor plantlets are grown (Mikuła et al. 2015a). This occurs by the regulation of both endogenous hormone contents and hormonal balance (Grzyb et al. 2017). A summary of hormonal changes resulting from the 5-month-long culture of donor plantlets in constant darkness and during early SE is shown in Fig. 6.4.
Etiolation reduces by almost 12-fold the concentration of the phytohormone abscisic acid (ABA), and it is this PGR that is considered to be the main factor involved in inhibiting the explant to undergo SE (Ivanova et al. 1994; Jiménez and Bangerth 2001). It also reduces the ABA/cytokinin (CK) and ABA/ indole-3-acetic acid (IAA) ratios by as much as 107-fold and 29-fold, respectively (Fig. 6.4). In the absence of photosynthesis, there is also a clear reduction in sugar content. However, light per se does not appear to be associated with the acquisition of embryogenic totipotency by cells of etiolated explants since both dark- and light-cultured explants are highly efficient in producing somatic embryos (Mikuła et al. 2015a). However, light is nevertheless one of the most important external factors in that it affects both the type of morphogenetic response and also fern sporophyte development. In C. delgadii, stipe explants cultured under photoperiod conditions are able to form both somatic embryos and gametophytes next to each other (Mikuła et al. 2015a).
Although there has been considerable progress in the identification of genes implicated in SE, our understanding of the mechanisms by which stresses influence the acquisition of embryogenic capacity still remains unclear (Elhiti et al. 2013). In C. delgadii, the events that lead to single-cell somatic embryogenesis have been analyzed at the level of hormonal and cytomorphological responses. These results enable one to speculate on how SE started (Table 6.1). It is proposed that the excision of a stipe explant from an etiolated donor plantlet of C. delgadii leads to the loss of the resources required for hormone biosynthesis, resulting in a dramatic reduction in the concentration of all phytohormones, yet the hormonal balance remains almost unchanged (Fig. 6.4; Grzyb et al. 2017). The leakage of cytoplasm from mechanically disrupted cells probably results in a fall in turgor pressure (Nonami and Schulze 1989). One of the earliest responses to excision is the production of reactive oxygen species (ROS) that promote redifferentiation (Rose et al. 2010). Studies in cotton have indicated the involvement of ROS homeostasis in the initiation of SE by modifying auxin signaling (Zhou et al. 2016). Alternatively, a shortage of water activates the osmoregulation process (Pelleschi et al. 1997) that functions in accordance with acid growth theory (Wang and Ruan 2013). As a result, fructose and glucose accumulate over the 4 days of C. delgadii stipe explant culture (Grzyb et al. 2017). The influx of glucose and fructose into the cells, followed by an almost 12-fold increase in sucrose concentration, may represent a short-term osmotic signal required for the somatic-to-embryogenic transition. Associations between acid invertase activity, sucrose metabolism, and the cell water status, as shown for carrot suspension cultures (Ikeda et al. 1999), support our hypothesis. Sucrose also appears to be involved in the morphogenetic response of juvenile leaves of the fern Microgramma vacciniifolia (Langsd. & Fisch.) Copel. (Hirsch 1976). In the presence of low level of sucrose (1%) in the induction medium, both embryo-like structures and gametophytes were produced. On the higher sucrose levels (3–4%), the development of aposporous gametophytes was inhibited and the sporophytes developed on a large number of excised leaves.
The significance of auxin as the main controlling factor in SE induction was recognized by Fehér (2015). The role of endogenous cytokinins, however, is still poorly understood. Using the C. delgadii model system, it has been shown that establishing an equilibrium between endogenous IAA and cytokinin content is essential both for the acquisition of embryogenic competence and the expression phase of SE (Grzyb et al. 2017). The embryogenic process may be completely arrested by disrupting this balance (Grzyb et al. 2018). A thorough examination of the effect of transport and hormone biosynthesis inhibitors on SE in C. delgadii showed that the role of phytohormones in somatic embryo induction is a highly complex process. Under the influence of different inhibitor substances (such as the auxin polar transport inhibitor 2, 3, 5-triiodobenzoic acid, the ABA biosynthesis inhibitor fluridone, or ethylene biosynthesis inhibitor salicylic acid), the concentrations of both indole-3-acetic acid (IAA) and cytokinins became strongly modified. Moreover, imbalances in phytohormone levels are responsible for the modification of soluble sugar concentrations, including that of sucrose – the main factor for triggering embryogenesis in C. delgadii. A survey of the literature has shown that a synthetic auxin is initially required to induce SE, but that its withdrawal drives embryo formation (Halperin 1966). Similar relationships were also found for changes in phytohormone concentrations in the C. delgadii model system. More endogenous auxin than cytokinin was specifically related to the acquisition of embryogenic competence, whereas cytokinins favored SE expression during which frequent cell divisions occur resulting in the formation and appearance of somatic embryos (Grzyb et al. 2017). Of the different cytokinins, the trans-zeatin riboside was clearly associated with this phase of SE (Fig. 6.4). This agrees with results obtained by Centeno et al. (1997), who observed an increase in the level of Z-type cytokinin during the maturation of Corylus avellana L. zygotic embryos.
With reference to cytomorphological studies, only two differences were found to occur between initial explants and those cultured on hormone-free 1/2 MS medium for about 16 days (Domżalska et al. 2017). These were a massive accumulation of starch grains in amyloplasts and an accumulation of electron-dense intravacuolar granules, both of which appear to be necessary for the early SE of C. delgadii. Increased levels of starch have been reported at the onset of several in vitro development processes, including the induction of SE (Ho and Vasil 1983; Stamp 1987; Barciela and Vieitez 1993; Canhoto et al. 1996; Pinto et al. 2010). By contrast, a dramatic reduction in the amount of starch has been documented at the commencement of SE and organogenesis (Martin et al. 2000; Fortes and Pais 2000; Puigderrajols 2001; Mikuła et al. 2004). Starch is considered a primary source of energy and carbon for cell proliferation during plant morphogenetic events (Martin et al. 2000). Research conducted on C. delgadii suggests that the starch accumulation in early SE may play a role in the osmoregulatory response to a sudden increase in endogenous sucrose level. The importance of starch was emphasized by Fortes and Pais (2000) for Humulus lupulus var. Nugget. By means of the cyclic process of starch accumulation/mobilization, they demonstrated the potential role of this carbohydrate in the initiation of organs and later in their development. The accumulation of starch in C. delgadii stipe explants was reflected in the proteomic analysis. Comparative analysis performed by Domżalska et al. (2017) showed that many proteins were involved in carbohydrate metabolism (33%). The results of this study are in accordance with the data obtained for Picea glauca, Zea mays, and Medicago truncatula (Lippert et al. 2005; Almeida et al. 2012; Varhaníková et al. 2014). Changes in this protein category, represented by enolase and 6-phosphogluconate dehydrogenase, and decarboxylation of 6PGDH, can be directly related to starch accumulation.
4 Molecular Aspects of Fern Somatic Embryogenesis
Acquisition of embryogenic capacity and the process of somatic embryo differentiation are a consequence of physiological changes induced by stress treatment (Fehér 2015; Grzyb et al. 2017). It promotes changes in molecular regulation and the proteomic response, especially in proteins that play integral roles in hormone perception and signaling (Elhiti et al. 2013). Evaluation of proteomic changes allows the characterization of different events that occur during SE, and these can be used as markers for monitoring the process (Rosas et al. 2016). In C. delgadii, the protein expression patterns associated with early SE were investigated using two-dimensional gel electrophoresis (2-DE) and mass spectrometry (Domżalska et al. 2017). The study revealed the presence of several proteins that are triggered by induction of SE and the embryo-forming process. Of the 114 differentially regulated proteins identified in C. delgadii stipe explants at day 16 of culture, it is thought that 16 and 20 are markers of the induction and expression phase of SE, respectively.
Proteins associated with the induction phase play an essential role in the protection of plant cells against oxidative stress (chalcone synthase, chaperone protein ClpB3, HSP70, chaperonin GroEL, MED37), in the interruption of cell communication (RHM1, RGP1, ACC, ACS), and in cellular reprogramming (GST, APX, DAHPS1, DHQ synthase, GDH). These proteins have been found to be associated with the early SE of many seed plants (Moriguchi et al. 1999; Tchorbadjieva 2005; Almeida et al. 2012; Gallego et al. 2014; Heringer et al. 2015; Zhou et al. 2016). Moreover, the activities of two enzymes involved in malate metabolism, i.e., malate dehydrogenase (MDH) and NADP-dependent malic enzyme (NADP-ME), increased more than fourfold. According to Crecelius et al. (2003), malate serves not only as an additional carbon sink but may also function as a vacuolar osmolyte balancing increased concentrations of soluble sugars.
Nine of the proteins characterized for the expression phase of SE in C. delgadii are involved in the conversion of sugars and the production of metabolically usable energy. Next, 11 proteins are associated with the high growth rate of embryogenic cells, protein synthesis, and degradation. It is worth noting that enolase is thought to be a molecular marker of late embryogenesis in spermatophytes (Andriotis et al. 2010; Tonietto et al. 2012; Vale et al. 2014), whereas in the tree fern C. delgadii, it accumulates during early SE (Domżalska et al. 2017). The study provided a list of early SE-related proteins that are potential biomarker candidates for future investigations of somatic embryogenic development in this species of tree fern.
5 Application of Somatic Embryogenesis for the Propagation of Ferns
Ferns (around 12,000 species) are a very ancient group of plants that are distributed worldwide, from Greenland to the Antarctic and from sea level to high altitudes. Of these, tree ferns are the second most diverse group with 600–660 species, distributed mainly throughout the tropics (Large and Braggins 2004). Most fern species are habitat- and niche- specific because of their sensitivity to wet or cold conditions. In recent years, ferns have become increasingly popular in horticulture. Many fern species are grown for their ornamental value, both for indoor and garden culture (Fernández and Revilla 2003). Ferns are used for food (Liu et al. 2012), medicine (Ho et al. 2011), and phytoremediation (Rathinasabapathi 2011). Tree ferns are also used for the production of handicrafts (Eleutério and Pérez-Salicrup 2006). Edible ferns are some of the most common wild food plants collected by people around the world (Liu et al. 2012). Habitat destruction and fragmentation, deforestation, and overexploitation of fern fronds, stipes, rhizomes/trunks, and scales are the main factors related to the reduction in fern populations. Nearly 70% of fern species are threatened with extinction (Barnicoat et al. 2011).
The conventional methods of fern propagation by spores or vegetative propagules (such as bulbils, aerial growths, stolons, tubers, offsets, stipules, and root buds) are time-consuming procedures that are comparatively slow and inefficient. Furthermore, most tree ferns cannot be multiplied vegetatively, as they do not produce offsets from their trunk or roots (Large and Braggins 2004). Therefore, in vitro propagation and collecting systems have been developed for many ferns (Fernández and Revilla 2003; Rybczyński and Mikuła 2011; Bharati et al. 2013). These systems are primarily based on the vegetative reproduction of gametophytes from which the formation of sporophytes occurs through sexual (Rybczyński and Mikuła 2011; Makowski et al. 2016) or asexual mechanisms (Kuriyama et al. 2004; Camloh and Ambrožič-Dolinšek 2011; Cordle et al. 2011). During in vitro culture , the time required for the development of the sporophyte from spore varies from 1 (Woodwardia virginica) to 8 months (Asplenium nidus) depending on the species of fern and the length of its life cycle (Fernández et al. 1999). Favorable conditions for in vitro culture can both increase the number of plants produced and shorten the time required for sexual sporophyte production to occur, as documented for O. regalis (Makowski et al. 2016), Cyathea cooperi, C. cunninghamii, and Dicksonia antarctica (Moura et al. 2012). However, this method of sporophyte production can also result in failure, as was shown for Platycerium andinum and P. wandae (Pérez-García et al. 2010). Other effective in vitro propagation methods are based on the culture of homogenized gametophytic (Fernández et al. 1999) and sporophytic tissue (Teng and Teng 1997; Somer et al. 2010; Camloh and Ambrožič-Dolinšek 2011). Homogenization of gametophytes can be considered an excellent method for the propagation of fern species, one that is currently not available for the in vitro culture of seed plants. This system is most effective for species with a short life cycle, such as Woodwardia virginica and Dryopteris affinis sp. affinis, but not for O. regalis (Fernández et al. 1999). Numerous reports also document the propagation of sporophytes by apogamy, the use of globular green bodies, and direct or indirect shoot organogenesis (Fernández and Revilla 2003; Camloh and Ambrožič-Dolinšek 2011). However, although these systems work successfully for herbaceous ferns, our knowledge of the in vitro propagation of tree ferns is still in its infancy. Researchers working on this group of ferns have mainly focused on spore germination and gametophyte development (Huang et al. 2001; Hiendlmayer and Randi 2007; Du et al. 2009; Rechenmacher et al. 2010; Moura et al. 2012; Das et al. 2013; Vargas and Droste 2014). Progress in the production of tree fern sporophytes was made by Goller and Rybczyński (2007) and Rybczyński and Mikuła (2011). In their studies, 12 of 16 tree fern species reached sporophyte stage and were successfully acclimatized to ex vitro conditions (Goller and Rybczyński 2007). Recently, Yu et al. (2017) reported the successful induction of globular green bodies in Cyathea barometz (L.) J.Sm . by culturing juvenile sporophytes in the presence of thidiazuron (TDZ) and α-naphthaleneacetic acid (NAA). This is the first species of tree fern for which this rapid regeneration pathway has been described. Another quite efficient system of sporophyte production has also been shown for the tree fern Cyathea spinulosa Wall. ex Hook (Shukla and Khare 2013). Here, media supplemented with plant growth regulators promoted indirect shoot production, each having as many as 12.5 shoots per leaf primordium callus.
The excellent multiplication system by direct somatic embryogenesis recently developed for C. delgadii (Mikuła et al. 2015a, b) contrasts markedly with the low numbers of sporophytes obtained by the methods described above. To date, it is the fastest and most economically efficient system for the in vitro propagation of ferns. Following 2 months of culture, each responding explant measuring 2.5 mm in length produced as many as 42 somatic embryos (Mikuła et al. 2015a). The efficiency of this process can be improved upon even further by the spontaneous formation of somatic embryos in aging cultures (Mikuła et al. 2015b). This system allows more rapid propagation and may be extended to other fern species, in particular tree ferns. Large-scale propagation of C. delgadii plants is one practical application of the process described here, and this may prove beneficial for the conservation of threatened ferns, as well as for the commercial production of ornamental fern species.
6 Future Prospects
The tree fern C. delgadii is a good experimental model for studying SE at both basic and applied levels. It is still not clear, however, how embryogenic cells differentiate inside explants and what mechanisms control this process. Somatic embryogenesis of C. delgadii offers a model system for understanding the physiological and biochemical events that occur during the somatic-to-embryogenic transition. Moreover, the superficial and unicellular origin of somatic embryos makes this process easy to observe in terms of changes to intercellular communication. Symplasmic isolation between neighboring cells is considered an important factor in determining cell fate.
In recent years, substantial progress has been made in the field of SE in seed plants and in various aspects of this process. However, C. delgadii is the first fern species for which this process has been described. Consequently, our studies open the door for comparing developmental biology, especially with respect to embryogenesis, in spermatophytes and cryptogamic plants.
Abbreviations
- ABA:
-
Abscisic acid
- ACC:
-
Subunit acetyl-CoA carboxylase
- ACS:
-
Acetyl-coenzyme A synthetase
- APX:
-
L-ascorbate peroxidase
- CKs:
-
Cytokinins
- DAHPS1:
-
Phospho-2-dehydro-3-deoxyheptonate aldolase 1
- DHQ synthase:
-
3-dehydroquinate synthase
- GDH:
-
Glutamate dehydrogenase
- GST:
-
Glutathione S-transferase
- IAA:
-
Indole-3-acetic acid
- MED37:
-
The mediator of RNA polymerase II transcription subunit 37
- RGP1:
-
UDP-arabinose mutase
- RHM1:
-
UDP-4-keto-L-rhamnose-reductase RHM1
- SE:
-
Somatic embryogenesis
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Mikuła, A., Grzyb, M., Tomiczak, K., Rybczyński, J.J. (2018). Experimental and Practical Application of Fern Somatic Embryogenesis. In: Fernández, H. (eds) Current Advances in Fern Research. Springer, Cham. https://doi.org/10.1007/978-3-319-75103-0_6
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