Introduction

In many plant species, inbreeding is associated with reduced performance of selfed progeny relative to those produced by outcrossing (see Husband & Schemske, 1996 for a review). The magnitude of inbreeding depression can vary within and among closely related species in relation to the inbreeding history of the population studied (Husband & Schemske, 1996; Affre & Thompson, 1999) and the environmental conditions in which inbreeding depression is studied (Charlesworth & Charlesworth, 1987; Dudash, 1990; Carr & Dudash, 1995). Inbreeding depression may be low or absent in populations or species with a history of inbreeding if reduced performance is due to homozygosity for deleterious recessive alleles (reviewed by Husband & Schemske, 1996; Byers & Waller, 2000).

Comparison of the effects of inbreeding vs. outbreeding requires that the genetic relatedness of outcrossed individuals be considered, since, beyond a certain degree of relatedness outcrossing may itself be associated with a decline in fitness, either due to local adaptation to environmental conditions or the coadaptation of different genes. Of particular interest is the spatial scale at which problems arise when genetically different lineages are crossed. Reduced fitness after crossing is often observed as hybrid inviability in crosses among related species or subspecies (reviewed in Templeton, 1986; Waser, 1993) and as outbreeding depression in crosses among geographically isolated populations of a single species (Templeton, 1986; Waser & Price, 1994; Trame et al., 1995; Fischer & Matthies, 1997; Affre & Thompson, 1999). Such outbreeding depression may also occur on a highly localized scale within or between adjacent plant populations. In Delphinium nelsonii, an optimal outcrossing distance exists below and above which seed set per flower is reduced (Price & Waser, 1979; Waser & Price, 1991). In the highly inbred annual legume, Amphicarpaea bracteata, hybridization between closely related and spatially adjacent biotypes is restricted due to negative effects of crossing on progeny fitness (Parker, 1992).

The number of studies demonstrating that outbreeding may have negative effects on plant fitness on a local scale nevertheless remains too few for a proper evaluation of the significance of outbreeding depression on a localized scale (Schierup & Christiansen, 1996). Anchusa crispa Viv. (Boraginaceae) is a short-lived perennial herb, endemic to sandy seashores on the Mediterranean islands of Corsica (France) and Sardinia (Italy) where it occurs in a relatively homogeneous environment (in open herbaceous vegetation on low-lying dunes). On Corsica, populations are small (<400 individuals) and consist of distinct patches of 10–15 plants (Quilichini, 1999). Anchusa crispa has small blue tubular flowers (7–10 mm in diameter) with the stigma adjacent to the anthers, and lacks any spatial or temporal floral mechanism to facilitate outcrossing. Isozyme analysis indicates that populations are completely homozygous and fixed for single (sometimes different) alleles at several loci (Quilichini, 1999). This species thus appears to be highly inbred, although founder effects may also have been the initial cause of such gene fixation.

The purpose of this paper is to quantify the relative performance of progeny derived from selfing and outcrossing within populations over two generations of the life cycle of A. crispa grown in glasshouse conditions. We ask the following questions. (1) Is this species self-fertile and capable of setting seeds in the absence of pollinators (a characteristic which would increase inbreeding and local differentiation)? (2) Is there any evidence for inbreeding depression in this species? (3) Alternatively, does this species show evidence for a decline in performance after outcrossing between patches in a single population?

Materials and methods

Study species

Populations of Anchusa crispa occur in three geographically separate areas: two bays on Corsica, one on the west coast (Salis-Marschlins, 1834; Paradis & Piazza, 1988; Thiébaud, 1988; Paradis & Piazza, 1989) and one on the east coast (Salis-Marschlins, 1834; Conrad et al., 1989); and a third on the north-west coast of Sardinia (Valsecchi, 1976; Selvi & Bigazzi, 1998). It occurs at seven sites on Corsica and 10 sites on Sardinia. Each site contains from fewer than 10 to a few hundred individuals, with individuals distributed in small patches containing 10–15 plants. Patches are spaced 1 m to several metres apart. Populations are frequently disturbed by human activities. This species is considered endangered and is protected by French law. Flowering occurs from March to July. In natural conditions, the number of fruits per cyme is generally from 10 to 200, depending on cyme length (Quilichini, 1999).

Experimental procedure

Controlled pollinations were carried out on 20 flowering individuals during the 1997 flowering season (the full experimental procedure is outlined in Fig. 1) in the Capu Laurosu population on the west coast of Corsica. On each individual, 40 flower buds were randomly selected and 10 flowers allocated to each of four treatments:

Fig. 1
figure 1

Diagrammatic presentation of the pollination experiment used to produce selfed (S) and outcrossed (C) F1 and F2 Anchusa crispa.

  1. 1

    Control: 10 flowers were left for open-pollination.

  2. 2

    Spontaneous self-pollination: 10 flowers were enclosed in a paper bag while the flowers were still in bud and left untouched.

  3. 3

    Experimental self-pollination (selfed): 10 flowers in bud were enclosed as in treatment (2). As flowers opened, they were emasculated by removal of the corolla and hand-pollinated using self-pollen from the same flower. Pollen was applied with a separate tooth-pick for each flower.

  4. 4

    Cross-pollination (outcrossed): 10 flowers were enclosed as above. As flowers opened, they were emasculated as above and then pollinated with pollen from a plant in a different patch, 5–10 m away from the target plant. Four crosses were carried out with a pollen donor 5–10 m away, six with a pollen donor 10–20 m away, the remainder with a donor 20–30 m away.

For each treatment, the 10 flowers were on a single cyme, and marked with coloured fingernail polish. Achenes from each flower were collected as they matured. Fruit per flower and achene number per fruit were then determined.

In October 1997, 30 achenes produced from treatments 3 and 4 on each maternal plant were germinated in 100 × 15 mm Petri dishes, containing three 9 cm filter paper disks placed on cotton-wool moistened with distilled water. The dishes were placed in a single randomised block in a glasshouse in the CEFE–CNRS experimental gardens (Montpellier, France). Seeds were germinated at 18–20°C, under day–night conditions, and distilled water was added as needed. Percentage germination was measured in November 1997, after which no further germination occurred. Plants were transplanted to plastic pots with a 2:1 garden soil: sand mix and grown to flowering in a glasshouse throughout winter and spring 1997–98 in a single randomised block. During the 1998 flowering season, the number of cymes and the number of flowers per cyme (all flowers on three cymes) were quantified on all individuals.

Pollination of F1 individuals was conducted in April 1998 in glasshouse conditions. One F1 plant from each family of selfed and outcrossed individuals from the 20 original F0 plants (Fig. 1) was randomly selected and placed in a single randomised block. Two types of pollination were carried out on each plant: (1) self-pollination; or (2) outcross-pollination with a pollen donor from the outcrossed offspring of a different F0 maternal parent. Each treatment was performed on 10 flowers of a single cyme. In this way, we achieved a gradient of cumulative inbreeding: two generations of successive selfing (S + S), one generation of selfing followed by one generation of outcrossing (S + C) and vice versa (C + S), and two generations of outcrossing (C + C).

Data analysis

Relative performances after selfing and outcrossing were estimated for: (1) the number of achenes per fruit; (2) percentage germination; (3) percentage survival; (4) the number of cymes per plant; and (5) the number of flowers per cyme, using the formula (WoWs)/Wmaximum. Wo is the performance of outcrossed progeny, Ws is the performance of selfed progeny and Wmaximum = Wo when the performance on outcrossing is greater than or equal to that on selfing and Wmaximum = Ws when the performance on selfing is greater than on outcrossing (e.g. Agren & Schemske, 1993; Affre & Thompson, 1999). This estimate varies from −1 to + 1.

For the F2 generation, three levels of relative performance were analysed, depending on the F1 treatment from which individuals were derived. First, the performance of selfed (S) and outcrossed (C) F2 produced from the selfed F1 plants (S + S compared with S + C) was compared. Second, the performance of selfed and outcrossed F2 progeny derived from the offspring of outcrossed F1 (S + C compared with C + C) was compared. Third, the performance after two generations of self-pollination was compared with that after two generations of outcross-pollination (S + S compared with C + C). Variation in performance after selfing and outcrossing at the different life cycle stages was analysed by ANOVA using the GLM procedure of SAS (SAS, 1990). Percentage germination and survival for each progeny were analysed using a binomial error in GLIM (Crawley, 1993). Several F2 families produced no offspring on either selfing or outcrossing. The offspring for comparisons in the F2 families involved paired selfed and outcrossed progeny in the same maternal lineages in order to avoid any maternal effects. Unfortunately by restricting our comparisons in this way we were forced to reduce sample sizes in the analyses of the F2. We thus interpret our results in the light of small sample sizes for the F2 generation.

Results

There was no significant difference between pollination treatments on F0 maternal plants in the field for either mean fruit number per plant (d.f.=3, F=0.23, P=0.87), which ranged from 85 to 90% for the four treatments or the mean number of achenes per fruit (d.f.=3, F=0.53, P=0.66), which ranged from 3.2 to 3.6. Anchusa crispa is thus both highly self-fertile (capable of autonomous self-pollination) and self-compatible. The presence of the paper bag also had no effect on fertilization, since open-pollinated plants and all three treatments on bagged plants had similarly high levels of fruit set.

The only significant difference between selfed and outcrossed progeny in the F1 generation occurred late in the life cycle, where we observed a significantly greater number of cymes on plants produced by selfing than on plants produced by outcrossing (Table 1; Fig. 2). Outbreeding depression (δ=−0.17) was thus observed at this stage. Following selfing in the F1, significant outbreeding depression was observed for percentage survival and significant inbreeding depression was observed for the number of flowers per cyme (Table 2; Fig. 3). Following outcrossing in the F1, we observed significant inbreeding depression on seed number per fruit, but significant outbreeding depression in the production of cymes and the number of flowers per cyme (Table 2; Fig. 3). The comparison of selfed F2 from a selfed F1 with outcrossed F2 from an outcrossed F1 showed significant outbreeding depression in percentage survival and number of cymes (Table 2; Fig. 3).

Table 1 Mean performance values (±SE) and values of inbreeding depression (δ) for each life cycle stage in the F1 generation of Anchusa crispa. Sample sizes (number of families) used to calculate mean values are given in parentheses
Fig. 2
figure 2

Mean (± SE) values per family of relative performance across the F1 generation of Anchusa crispa grown under glasshouse conditions, after selfing (S) and outcrossing (C).

Table 2 Comparison of mean (± SE) performance on selfing and outcrossing for each life stage in the F2 generation of Anchusa crispa, for (a) two generations of either selfing or outcrossing (b) after selfing in the F1 and (c) after outcrossing in the F1. The value of inbreeding depression (δ) is given for each stage, and the sample size (No. of families) are given in parentheses
Fig. 3
figure 3

Mean (±SE) values per family of relative performance across the F2 generation of Anchusa crispa grown under glasshouse conditions, after two generations of selfing (S + S), one generation of selfing and one generation of outcrossing (S + C), one generation of outcrossing and one generation of selfing (C + S) and two generations of outcrossing (C + C).

Discussion

The lack of inbreeding depression in the F1 generation, and the outbreeding depression expressed in both the F1 and F2 generations suggests that Anchusa crispa has not only purged deleterious alleles, but also may have undergone some form of selection for inbreeding either due to coadaptation between loci or local adaptation.

Waser (1993) reviewed 25 studies in which the effects of selfing and outcrossing on seed production had been quantified and found evidence for outbreeding depression in more than 70% of these, at different spatial scales, mainly on seed-set in the F1. Evidence of outbreeding depression has frequently been reported for progeny from crosses between related species or in a single species at different scales (Sobrevilla, 1988; Waser & Price, 1989, 1994; Waser, 1993). Some studies have shown that outbreeding depression may occur in crosses between geographically separated populations of a single species (Levin, 1983; Sobrevilla, 1988; Fischer & Matthies, 1997; Affre & Thompson, 1999). On a finer scale, crosses between hybrids of Amphicarpaea bracteata, growing in the same population and sometimes at distances of less than 20 cm, resulted in progeny with reduced fitness (Parker, 1992). In fact, for a single species, the relative performance on selfing and outcrossing may vary with the distance between parents in a way that suggests the existence of an optimal outcrossing distance (Price & Waser, 1979; Waser & Price, 1989, 1994). Our results provide further evidence for the occurrence of negative outbreeding effects on a highly localized scale between patches of individuals several metres apart in a population of A. crispa.

Outbreeding depression may stem from two principal causes, local adaptation to environmental variation or the coadaptation of genes at different loci (Ritland & Ganders, 1987; Lynch, 1991; Waser, 1993). First, the evolution of adaptation to local conditions may cause outcrossing among individuals adapted to different parental environments to produce offspring not adapted to either parental environment. Inbreeding can be favoured if a recessive homozygote is favoured in particular environments, as reported for genes responsible for heavy metal tolerance (Antonovics, 1968). Local adaptation could thus be a cause of outbreeding depression in plants due to spatial heterogeneity in environmental conditions and frequently observed population substructure within plant populations (e.g. Bonnin et al., 1996; Tarayre et al., 1997). It would thus be most worthwhile to study the potential role of adaptation to environmental microsites in A. crispa in order to examine its potential role of the generation of the outbreeding depression we observe.

Second, favourable epistatic interactions among genes at different loci may cause the coadaptation of genes, such that unrelated individuals do not have similar gene combinations. Crosses among individuals with differentially coadapted genomes may break up coadaptation between homologous chromosomes (in the F1) and between coadapted parts of particular chromosomes (mostly in the F2 after recombination). Genetic drift may allow the development of allelic differences for loci which influence fitness, followed by selection favouring alleles at other loci which show favourable epistatic interactions with fitness loci. The more such loci are affected, the greater the outbreeding depression (Ritland & Ganders, 1987). Burton (1987, 1990) has shown how parental marker combinations outperform hybrids among local populations in a marine copepod, suggesting genome integration and potential coadaptation among different genes.

A particularly interesting feature of our results is that in the F2 significant outbreeding depression was mostly detected where progeny from outcrossing in the F1 were used for comparisons, i.e. after two generations of outcrossing. When selfed and outcrossed F2 produced from selfed F1 were compared, no outbreeding depression was observed. This result illustrates the importance of studying more than one generation for outbreeding effects to be fully observed (Bertin, 1982; Burton, 1987, 1990; Svensson, 1988). Our F1 and F2 were grown in subsequent years. Environmental differences could thus have contributed to the greater outbreeding depression expressed by the F2 (see Waser et al., 2000 for a discussion of this issue) and so we do not interpret the difference between the two generations.

Another important result of our study is that outbreeding depression is expressed after seedlings have germinated, during growth and reproduction, but not on viable seed set by maternal parents. The effects detected for cyme and flower production are not affected by differences in fruit set per cyme which was similar in all plants. Seed set data apply not just to the ancestry of the zygotes in the fruits (which may have abortion rates that reflect inbreeding or outbreeding depression) but are also part of the genetic and environmental (via maternal effects) ancestry of the maternal plant. This life-cycle stage thus contains different ancestral components of performance, and effects may be attenuated. Waser & Price (1989, 1994) also found that outcrossing affected seedling emergence and subsequent offspring survival more strongly than seed set on the maternal plants, especially for crosses between parents more than 1 m apart. These results underline the importance of studying the full life cycle, and also examining F2 performance. It would now be most worthwhile to estimate whether the outbreeding depression we observed also occurs in natura for A. crispa.

In A. crispa, the existence of outbreeding depression following crosses between individuals in different patches of the same population suggests that the study population is composed of spatially segregated subpopulations each composed of closely related individuals. Several biological characters of A. crispa may have facilitated the development of high levels of inbreeding and highly localized subpopulation differentiation. First, the floral morphology of this A. crispa population is characterized by the close proximity of stigma and anthers (less than 0.1 mm), which are enclosed together in the corolla tube. This proximity of stigmas to anthers can permit autonomous selfing in this species. Second, pollinators fly short distances between individuals and as a result, pollen transfer is most likely to occur between flowers of a single plant or plants within patches (Quilichini, personal observation). Third, achenes are dispersed by ants, mostly over relatively short distances (Quilichini & Debussche, 2000). These three factors will cause pollen and seed dispersal to be highly localized within populations, allowing the development of highly inbred groups of related individuals. A combination of small effective population size, limited seed and pollen dispersal, inbreeding and localized environmental heterogeneity may have facilitated the evolution of locally adapted gene complexes in this species (see Levin, 1983). The application of molecular tools to quantify population structure in A. crispa would now be most worthwhile.

Furthermore, A. crispa appears to have been rare for a long time. It is known that this species has occurred in small populations, with few individuals, in localized sites for at least 200 years (Viviani, 1825). Maire (1904) considered this species to be rare on Corsica, where plants from several localities described in the 19th century have disappeared. Throughout the 20th century, the search for new sites for A. crispa has revealed three new localities on Corsica, all of which are close to those already known (Piazza & Paradis, 1988; Thiébaud, 1988) and contain few individuals (from eight to less than one hundred). So, at least since its first description in 1825, the populations of A. crispa have been small and patchy.

Knowledge of population differentiation is of critical importance for the conservation of endemic and rare species, particularly in the Mediterranean flora where many endemic species have disjunct and fragmented distributions (Thompson, 1999). When population sizes are drastically reduced and highly disturbed by human activities, one would predict that such populations may be sensitive to extinction due to inbreeding depression (Barrett & Kohn, 1991; Tanaka, 1997). In contrast, our results show that, in species such as A. crispa which may have a long history of small population size and localized mating, reduced performance on outcrossing may occur. The sampling of plants for in situ and ex situ conservation of genetic diversity of A. crispa should thus involve seeds from several patches of a given population.