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Received: 10 October 2022
|
Accepted: 29 May 2023
DOI: 10.1002/ajb2.16188
RESEARCH ARTICLE
Beyond the usual climate? Factors determining flowering
and fruiting phenology across a genus over 117 years
Kelsey B. Bartlett
1
|Matthew W. Austin
2
|James B. Beck
3
|Amy E. Zanne
4
|
Adam B. Smith
5
1
Department of Geography, George Washington
University, Washington, D.C., USA
2
Living Earth Collaborative, Washington
University, St. Louis, MO, USA
3
Department of Biological Sciences, Wichita State
University, Wichita, KS, USA
4
Department of Biology, University of Miami,
Coral Gables, FL, USA
5
Center for Conservation and Sustainable
Development, Missouri Botanical Garden,
St. Louis, MO, USA
Correspondence
Kelsey B. Bartlett, 2036 H St. NW, Department
of Geography, George Washington University,
Washington, D.C. 20052 USA.
Email: bartlett.kelseyb@gmail.com
Abstract
Premise: Although changes in plant phenology are largely attributed to changes
in climate, the roles of other factors such as genetic constraints, competition, and
self‐compatibility are underexplored.
Methods: We compiled >900 herbarium records spanning 117 years for all
eight nominal species of the winter‐annual genus Leavenworthia (Brassicaceae). We
used linear regression to determine the rate of phenological change across years and
phenological sensitivity to climate. Using a variance partitioning analysis, we assessed
the relative influence of climatic and nonclimatic factors (self‐compatibility, range
overlap, latitude, and year) on Leavenworthia reproductive phenology.
Results: Flowering advanced by ~2.0 days and fruiting by ~1.3 days per decade.
For every 1°C increase in spring temperature, flowering advanced ~2.3 days and
fruiting ~3.3 days. For every 100 mm decrease in spring precipitation, each advanced
~6–7 days. The best models explained 35.4% of flowering variance and 33.9% of
fruiting. Spring precipitation accounted for 51.3% of explained variance in flowering
date and 44.6% in fruiting. Mean spring temperature accounted for 10.6% and 19.3%,
respectively. Year accounted for 16.6% of flowering variance and 5.4% of fruiting, and
latitude for 2.3% and 15.1%, respectively. Nonclimatic variables combined accounted
for <11% of the variance across phenophases.
Conclusions: Spring precipitation and other climate‐related factors were dominant
predictors of phenological variance. Our results emphasize the strong effect of
precipitation on phenology, especially in the moisture‐limited habitats preferred by
Leavenworthia. Among the many factors that determine phenology, climate is the
dominant influence, indicating that the effects of climate change on phenology are
expected to increase.
KEYWORDS
Brassicaceae, gladecress, global change, Leavenworthia, phenological shift, precipitation, relative humidity,
temperature, variance partitioning, winter annual
Earlier plant reproduction has been well documented in
response to climate change (Menzel et al., 2006;
Parmesan, 2006; Miller‐Rushing and Primack, 2008;
Ganjurjav et al., 2020), with some species advancing
phenology by up to 2.5 days per °C over 30 years (Menzel
et al., 2006). Climate cues contribute significantly toward
phenological variance. For example, the accumulation of
days above or below certain temperature thresholds has a
strong effect on the timing of germination, leaf‐out,
flowering, and fruiting (Pemadasa and Lovell, 1974; Müller
and Schmitt, 2018; Meng et al., 2021). While advanced
phenology due to warming is the most commonly
Am J Bot. 2023;e16188. wileyonlinelibrary.com/journal/AJB
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https://doi.org/10.1002/ajb2.16188
This is an open access article under the terms of the Creative Commons Attribution License, which permits use, distribution and reproduction in any medium, provided the
original work is properly cited.
© 2023 The Authors. American Journal of Botany published by Wiley Periodicals LLC on behalf of Botanical Society of America.
Amy E. Zanne and Adam B. Smith co‐last authors whose labs contributed equally.
documented response (Menzel et al., 2006; Miller‐Rushing
and Primack, 2008; Suonan et al., 2017; Piao et al., 2019),
other studies found contradictory outcomes, including
delayed phenology due to an unmet chilling requirement
(Yu et al., 2010; Hart et al., 2014) and advanced phenology
following regional cooling (Banaszak et al., 2020). Changes
in precipitation also interact with shifting temperature to
influence phenology in varied ways (Ganjurjav et al., 2020;
Zettlemoyer et al., 2021; Currier and Sala, 2022),
especially in moisture‐limited environments (Lesica and
Kittelson, 2010; Shen et al., 2015). Factors such as latitude
and year of observation are highly correlated with climatic
variation and are statistically associated with plant phenol-
ogy (Munguía‐Rosas et al., 2011; Yue et al., 2015). Focusing
solely on the effect of climate, however, ignores the possible
influence of other variables. For example, the timing of leaf‐
out in the Northern Alps of Europe is best predicted when
latitudinal variation in photoperiod is incorporated along-
side temperature (Meng et al., 2021).
While climate change is a well‐known driver of
phenological shifts, we do not yet understand the relative
influence of climatic and non‐climatic factors on variance in
reproductive phenology. Phenological variation among
species is well documented (Harrison et al., 2015; Cole
and Sheldon, 2017), and this variation may reflect both
climatic and species‐, population‐, and community‐level
factors. For example, the degree of relatedness among
species can shape their reproductive timing (e.g., Rafferty
and Nabity, 2017; Mazer et al., 2021). Closely related species
may flower at similar times due to genetic constraints
(Brearley et al., 2007; Davis et al., 2015) or ecological and
environmental factors (Gavini et al., 2021). On the other
hand, related, co‐occurring taxa may avoid coflowering
to better access pollinators and avoid heterospecific
pollen transfer (e.g., Campbell, 1985a,b; Stone et al., 1998).
Finally, differing reproductive traits may also drive
phenological variation (Gorman et al., 2020). For example,
self‐incompatibility can affect reproductive timing because
the flowering time of individuals that rely on outcrossing
is constrained by the phenology of conspecifics and their
pollinators (Bartomeus et al., 2011).
Understanding phenological responses to different
environmental factors requires long‐term data on the
timing of plant reproductive events. Herbarium (Davis
et al., 2015; Willis et al., 2017; Meineke et al., 2018; Austin
et al., 2022) and citizen science records (Belitz et al., 2020;
Iwanycki Ahlstrand et al., 2022) can provide a valuable
source of such long‐term data. Many herbaria contain
records spanning decades, if not centuries, with each record
preserving a specimen's unique phenological phase at a
certain time and place. Citizen science records are typically
more recent but are the fastest growing in biodiversity
databases (Barve et al., 2020). Such herbarium and citizen
science records can also contain further information
relevant to phenological studies, such as the year, species,
or coordinates of the collection.
In this study, we used herbarium and citizen science
records to examine the relative contribution of climatic
and nonclimatic factors on shifts in phenology across
the entire taxonomic and spatial distribution of a single
genus. Leavenworthia (Brassicaceae), commonly known as
gladecress, is a genus of herbaceous annuals (Rollins, 1963;
Al‐Shehbaz and Beck, 2010) found across the southern and
southeastern United States (Figure 1). While previous
studies have explored the causes and consequences of the
unique mating systems of Leavenworthia (Solbrig and
Rollins, 1977; Busch et al., 2010; Busch and Werner, 2012),
less attention has been paid to the factors shaping the
reproductive phenology within the genus (Banaszak
et al., 2020). Given that four of the eight species in the
genus are imperiled or critically imperiled (NatureServe
ranks G1 or G2; NatureServe, 2022) and one is listed under
the U.S. Endangered Species Act (U.S. Fish and Wildlife
Service, 2020), understanding this taxon's reproductive
timing is key to its conservation. Changing phenology
affects the biotic and abiotic conditions under which plants
FIGURE 1 Leavenworthia occurrence records mapped by species. Each point corresponds to the centroid of the county of collection. Darker and/or
layered points indicate numerous records collected from a single county. Note the highly restricted range of most species in contrast to the broader
distribution of L. uniflora, the only species to span the Mississippi River.
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reproduce, affecting factors ranging from pollination to seed
success (Morellato et al., 2016). Discovering what shapes
Leavenworthia phenology can also help us better under-
stand phenological variation in other winter annuals.
In our study, we aimed to quantify changes over time
in Leavenworthia flowering and fruiting, determine the
climatic variables and periods to which phenology was most
sensitive, and examine the relative influence of climatic
and nonclimatic factors on Leavenworthia reproductive
phenology. By analyzing 924 records spanning 117 years,
we predicted that Leavenworthia flowering and fruiting have
advanced in response to warming temperatures. Given the
well‐documented but non‐uniform relationship between
climate and phenology, we also predicted that climatic
variation will have the strongest influence on flowering
and fruiting dates, but with substantial variation explained
by nonclimatic factors such as self‐compatibility and
Leavenworthia species richness. To assess these predictions,
we partitioned the variance in flowering and fruiting
phenology separately using a set of climatic variables
(temperature, relative humidity, precipitation, year, and
latitude) plus species‐(species, self‐compatibility) and
community‐level factors (species richness) that we expected
to influence phenology.
MATERIALS AND METHODS
Study system
Leavenworthia comprises eight nominal species that are
largely endemic to glade habitats across the southern and
southeastern United States (Figure 1). These habitats are
characterized by shallow rocky soil, limestone bedrock, and
extreme variation in local temperature and moisture
(Rollins, 1963). Individuals of the species are often found
in the areas with the shallowest soils in micro‐depressions
and seeps that retain moisture during the spring reproduc-
tive period (A. B. Smith, personal observations). Leaven-
worthia are winter annuals: seeds are dispersed during late
spring and early summer, then germinate in the fall, and
individuals overwinter as quiescent rosettes before flowering
begins in the early spring (Baskin and Baskin, 1971).
Among the eight Leavenworthia species, there is high
variation in the degree of sympatry: Species diversity and
co‐occurrence are concentrated in the Central Basin of
Tennessee, while one species, L. uniflora, encompasses
nearly the entire range of the genus and four species have
very restricted ranges (1–4 counties for each, <2000 km
2
;
Koelling and Mauricio, 2010).
A notable characteristic of Leavenworthia is the
variation in self compatibility among species. While most are
self‐compatible (SC), L. stylosa is self‐incompatible, requiring
outcrossing to reproduce (Rollins, 1963;Becketal.,2006).
In L. uniflora,L. alabamica,andL. crassa,self‐compatibility
varies by population (Lloyd, 1965; Busch, 2005; Busch and
Werner, 2012).
Data collection
Our initial data set to assess Leavenworthia phenology
consisted of 1214 Leavenworthia herbarium records col-
lected between 1877 and 2001. This data set comprised all
specimens at 10 herbaria, which were either geographically
relevant (BRIT, IND, LL, MO, SMU, UNA, VDB) and/or
large national collections known to archive large sets of
specimens cited in Leavenworthia studies (G, NY, US)
(Rollins, 1963). At the time of compilation, we estimated
that the data set contained ~80% of all Leavenworthia
herbarium specimens. A subset of this data set was
previously used to assess phenology change in L. stylosa
(Banaszak et al., 2020).
To increase sampling from the 21st century, we
supplemented these data with Leavenworthia occurrence
records downloaded from the Global Biodiversity Informa-
tion Facility (GBIF.org, 2021;https://doi.org/10.15468/dl.
v6zf9r), including both herbarium records and iNaturalist
observations made between 2001 and 2019 (the most recent
year for which climate data were available at the time of
analysis). In total, we obtained 212 new records from GBIF
and added them to the raw data set (N= 1426).
For a sizable portion of records, the precise coordinates
of collection could not be determined due to incomplete
locality descriptions or endangered species protections. To
ensure a uniform analysis, we obtained coordinates for our
records by georeferencing each record's coordinates to the
centroid of the county in which the record was collected,
which was the finest level of spatial resolution we could
achieve across all samples. Standardizing our record
coordinates to the county level sacrifices a degree of detail,
specifically in relating climate data to location. However,
counties in this region inhabited by Leavenworthia have low
topographic heterogeneity, and given the characteristic
distance of spatial autocorrelation in temperature and
precipitation (several 100 km; Fick and Hijmans, 2017),
we expected the spatial autocorrelation of climate condi-
tions within a county to be high enough to not bias
our results (Getis, 2010). We excluded any records for
which the species, phenophase, date or county of collection,
self‐compatibility, or monthly climate data could not be
determined. After filtering, we had 924 records.
Phenocoding
We assigned each Leavenworthia record a phenophase
based on its observed reproductive status: flowering,
fruiting, both, or neither. This categorical scoring method
has been used widely (Diez et al., 2014; Davis et al., 2015;
Banaszak et al., 2020) and accurately and efficiently
assesses phenophase for a large number of specimens
(Pearson, 2019). Flowering was defined by anthesis, or open
flowering. Fruiting included both immature and mature
fruits. In cases where multiple individuals were present on
one herbarium sheet or photo, phenophase was scored
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collectively for all present individuals. Of our 924 complete
records, 647 were scored as flowering, 849 were scored as
fruiting, and 1 was scored as neither. Flowering and fruiting
co‐occurred in most specimens.
Self‐compatibility
We assigned self‐compatibility based on each record's
species and/or population. All records of L. stylosa were
designated as self‐incompatible (SI), as defined by Beck
et al. (2006). All L. exigua,L. torulosa,L. aurea, and
L. texana records were designated as self‐compatible (SC),
as defined by Rollins (1963) and Beck et al. (2006). Three
Leavenworthia species are known to have both SI and
SC populations: L. alabamica,L. crassa, and L. uniflora.
For records of these species, we attempted to assign
self‐compatibility based on subspecies, locality information,
or precise collection coordinates. All records identified as
L. alabamica var. brachystyla or L. crassa var. elongata were
assigned SC status (Lloyd, 1965). For records not identified
to subspecies, we determined the population from which the
record was collected. Busch (2005) identified selfing and
nonselfing populations of L. alabamica, listed coordinates
for each population, and named them based on nearby
localities. Where possible, we matched locality description
and/or precise collection coordinates of our L. alabamica
records to the populations outlined by Busch (2005)to
determine self‐compatibility. We did the same for L. crassa
records, according to the population names and coordinates
listed by Lloyd (1965). If the locality description or
coordinates of a record did not exactly match those
provided for a specific population, we did not attempt to
assign self‐compatibility for that record.
L. uniflora
Leavenworthia uniflora is the most widespread Leaven-
worthia species, featuring notable geographic variation in its
reproductive habits. Populations of L. uniflora west of the
Mississippi River self‐fertilize almost exclusively, while
eastern populations have a mixed mating system (Busch
and Werner, 2012). We conducted a t‐test using base R
(version 4.2.0, R Core Team, 2022) to determine whether
the mean day of year of L. uniflora reproduction differed
based on population (east or west of the Mississippi
River; Appendix S1, Figure S1). However, given that both
eastern and western populations are self‐compatible and do
self‐fertilize (Beck et al., 2006; Busch and Werner, 2012), we
designated all L. uniflora records as SC.
Climatic data
Using the year and coordinates of each Leavenworthia
record, we obtained monthly climatic data for our records
using ClimateNA v6.40a (Wang et al., 2016), which provides
monthly‐resolution estimates of climate interpolated
across North America from 1901 to the present. Using
the coordinates for every county centroid in our data
set, we extracted monthly (1) mean temperatures, (2) total
precipitation, and (3) mean annual relative humidity (RH)
across all available and sampled years (1902–2019). We
chose these climatic variables due to their hypothesized or
empirical influence on germination and/or reproductive
phenology of Leavenworthia (Rollins, 1963; Baskin and
Baskin, 1971; Solbrig and Rollins, 1977). Keeping the
winter‐annual habit of this genus in mind, we defined fixed
seasonal periods in which we calculated relevant climatic
variables: the summer seed dormancy period (June–August,
in the year before collection), the fall germination
period (September–November, before collection), the win-
ter quiescent period (December of the year prior, plus
January–February of the year of collection), and the spring
reproductive period (March–May of the year of collection;
Baskin and Baskin, 1971; Banaszak et al., 2020). Mean
monthly temperature and RH were each averaged across
each climate period. Monthly precipitation was summed
across each period. Our final data set included 647 flowering
and 849 fruiting records between 1902 and 2019, each
matched with climate data corresponding to stages in the
plant's life history.
Climatic analysis
To identify the most predictive climatic variables for
inclusion in the final variance partitioning model, we ran
two separate sets of models—one for flowering and one for
fruiting with all species combined—using the lm linear
regression function in R to model the day of year (DOY) of
flowering and fruiting against every possible pairwise
combination of average temperature with total precipitation
or RH, each across all four of the fixed climatic periods.
Climatic variables were scaled and centered before analysis.
We compared the R
2
values across the resulting 32 models
in each set. The flowering and fruiting models with the
highest R
2
in each set were used in the final variance
partitioning analyses.
The climate variables from the most predictive models
were plotted against year to determine the change in
relevant climate over time. The most‐predictive climatic
variables were also plotted against the day of year of both
flowering and fruiting to assess phenological sensitivity or
against the change in phenophase timing per unit change in
each climate variable (Davis et al., 2015). We used the sma
function in the R package smatr (version 3.4‐8; Warton
et al., 2012) to conduct one‐sample tests for differences in
slopes with all species combined between flowering and
fruiting, determining whether the phenophases differed in
terms of phenological sensitivity to climate (DOY vs. unit
climate) or rate of phenological change across years (DOY
vs year). We also used the sma function to test for
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differences in phenological sensitivity or rate of change
among Leavenworthia species.
To test for collinearity between climatic and the
continuous non‐climatic variables, we used the cor function
in base R, generating a matrix displaying the Peason's
correlation coefficient between every possible climate
variable pair, plus year and latitude.
Variance partitioning
We conducted separate variance partitioning analyses for
flowering and fruiting dates. Our final models consisted
of a linear regression comparing the DOY of flowering or
fruiting against the two climatic variables found to be most
explanatory above (mean temperature and total precipitation
during the reproductive period) and our selection of relevant
species‐(species and self‐compatibility), population‐(year
and latitude), and community‐level variables (the number of
Leavenworthia species recorded in the county of collection:
species richness), year, and latitude. All continuous variables
were scaled and centered before analysis, but species and
self‐compatibility were categorical and were thus not
transformed. To account for variation in species responses
to climate, we also included interaction terms between
species and mean reproductive temperature and between
species and total reproductive precipitation. Preliminary
models also included identity of the phenology scorer (KBB
or JBB) as a covariable to test for bias between individuals
responsible for phenophase scoring. Because scorer had no
significant effect, we dropped it from the final models.
We ran a variance partitioning analysis on the flowering
and fruiting models in R (version 4.2.0, R Core Team, 2022)
using the calc.relimp function in the relaimpo package
(version 2.2‐6; Ulrike 2006). In this procedure, all possible
subsets of models are run, then differences in R
2
between
models with and without a focal variable are calculated,
resulting in the total amount of R
2
attributable to that
variable (Chevan and Sutherland, 1991). We divided
the R
2
attributable to each variable by the model's total
R
2
to determine the percentage of total variance explained
attributable to each variable. Finally, we used the boot.-
relimp function to calculate 95% confidence intervals
and test for significant differences between variables via
1000 bootstrapping replicates (Fox and Monette, 2002;
Ulrike, 2006).
RESULTS
Leavenworthia flowering and fruiting dates each advanced
significantly over 117 years (Figure 2). Flowering advanced by
approximately 2.0 days per decade (slope –0.20 ± 0.02 d/yr,
r
2
=0.12,df=645,P< 0.005), while fruiting advanced approx-
imately 1.3 days per decade (slope of –0.13 ± 0.02 d/yr,
r
2
=0.04, df=847, P<0.005). Flowering date advanced
significantly faster than fruiting (likelihood ratio = 6.46,
df = 2, P< 0.05). Species' rates of phenological change were
also significantly different (likelihood ratio = 54.57, df = 7,
P<0.005).
Climatic analysis
The climatic variables included in each model had
absolute values < 0.7 for Pearson's rproduct‐moment
pairwise correlations (Appendix S1, Figure S2;|r|≤0.10
for reproductive temperature and precipitation across
flowering [df = 645] and fruiting [df = 847], P< 0.005 for
both), and so were not expected to confound one another
due to collinearity (Murray and Conner, 2009; Dormann
et al., 2013). Pairwise Pearson's rcorrelations between the
climatic variables, year, and latitude also fell below 0.7
(Dormann et al., 2013).
Comparing the phenological responses to 32 combinations
of climatic variables across four periods of Leavenworthia's
FIGURE 2 Flowering and fruiting day of year over time. (A) Flowering and (B) fruiting date plotted against year of collection. Each point represents a
Leavenworthia record, color‐coded by species. Colored regression lines show phenological shifts by species. Dotted black line is the best fit across all records
within the genus, illustrating overall phenological change over time (flowering = –0.20 ± SE 0.02 (SE) days/year; fruiting = –0.13 ± 0.02 days/year).
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annual life history (Table 1; all 32 models ranked in
Appendix S1,TableS3), we found that average temperature
and total precipitation during the spring reproductive season
best predicted both flowering date (R
2
= 0.287, df = 645,
P< 0.005) and fruiting date (R
2
= 0.294, df = 847, P<0.005).
Based on these findings, reproductive temperature and
precipitation were included as climatic variables in our final
variance partitioning models.
We found that 1°C warming during the spring
reproductive period led to a 2.34 ± 0.35 (mean ± SE) day
advance in flowering (r
2
= 0.06, df = 645, P< 0.005) and a
3.33 ± 0.30 day advance in fruiting (r
2
= 0.12, df = 847,
P< 0.005) across the genus (Figure 3). Average reproductive
season temperature in counties inhabited by Leavenworthia
increased by 0.02°C ± 0.002 per year (r
2
= 0.08, df = 922,
P= 0.005), or approximately 2.09°C over 117 years
(Figure 4). For a 1‐mm increase in total precipitation
during the reproductive period, flowering was delayed
by 0.070 ± 0.005 days (r
2
= 0.23, df = 645, P< 0.005) and
fruiting by 0.060 ± 0.004 days (r
2
= 0.19, df = 847, P< 0.005)
(Figure 3). However, total precipitation during the repro-
ductive period decreased by ~83 mm over 117 years
(Figure 4; 0.71 mm ± 0.14 per year, r
2
= 0.03, df = 922,
P= 0.005).
Flowering date was significantly more sensitive to
changes in both reproductive temperature (likelihood
ratio = 11.05, df = 2, P< 0.005) and precipitation (likelihood
ratio = 30.59, df = 2, P< 0.005) than fruiting. Species
also varied in both the direction and magnitude of their
phenological sensitivity to reproductive warming (likeli-
hood ratio = 82.71, df = 7, P< 0.005) for both flowering and
fruiting (Figure 3A, B). Three species significantly advanced
phenology: L. uniflora (likelihood ratio = –8.45, P< 0.005),
L. stylosa (–16.57, P< 0.005), L. exigua (–9.83, P< 0.005).
The phenology for five species had no significant response
to spring warming—L. torulosa (–14.17, P= 0.73), L. texana
(–17.94, P= 0.32), L. alabamica (10.32, P= 0.58), L. aurea
(18.65, P= 0.51), L. crassa (16.03, P= 0.55). Species'
responses to reproductive period precipitation varied in
magnitude (likelihood ratio = 47.52, df = 7, P< 0.005), but
all advanced in response to decreasing precipitation
(Figure 3C, D).
Variance partitioning
The full models with the best climatic covariates and with all
nonclimatic covariates predicted 35.4% of total variance in
the day of year of flowering (df = 619, P< 0.005), and 33.9%
of total variance in fruiting (df = 821, P< 0.005). Reproduc-
tive season precipitation was the best predictor of both
flowering date and fruiting date (Figure 5). Precipitation
accounted for 51.3% of the total explained variance in
flowering date (R
2
attributable to reproductive precipitation =
0.196, bootstrap lower and upper 95% confidence intervals:
0.147, 0.246), and 44.6% of the total variance in fruiting
date (R
2
= 0.161, lower = 0.115 upper = 0.203). Year was the
second‐best predictor of flowering date, accounting for 16.6%
of explained variance (R
2
= 0.063, lower = 0.037, upper =
0.097). In contrast, year only explained 5.4% of fruiting date
variance (R
2
= 0.019, lower = 0.007, upper = 0.036). Repro-
ductive season temperature was the second‐best predictor
of fruiting date (R
2
= 0.070, lower = 0.046, upper = 0.098;
19.3% of explained variance) and the third‐best predictor of
flowering date (R
2
= 0.041, lower = 0.021, upper = 0.070;
10.6% of explained variance). Latitude was the third‐best
TABLE 1 Flowering and fruiting models ranked by R
2
. Flowering and fruiting dates were modeled against every two‐variable combination of mean
temperature, mean relative humidity, and total precipitation across four seasons (germination, September–November; quiescent, December–February;
reproductive, Mar–May; and dormancy, June–August). The five best‐predictive flowering models and the five best‐predictive fruiting models are listed
above, ranked from highest R
2
to lowest R
2
. The climate variables from the best‐predictive models were used with nonclimatic variables in the variance
partitioning analyses.
Model Temperature slope (±SE) Moisture slope (±SE) R
2
Flowering
Reproductive temperature + Reproductive precipitation –3.36 ± 0.46 6.49 ± 0.46 0.287
Quiescent temperature + Reproductive precipitation –2.48 ± 0.48 5.91 ± 0.48 0.258
Germination temperature + Reproductive precipitation –2.16 ± 0.47 6.55 ± 0.47 0.252
Dormancy temperature + Reproductive precipitation –1.42 ± 0.47 6.54 ± 0.47 0.238
Quiescent temperature + Germination relative humidity (RH) −4.27 ± 0.50 –3.22 ± 0.50 0.139
Fruiting
Reproductive temperature + Reproductive precipitation –4.62 ± 0.42 5.96 ± 0.42 0.294
Quiescent temperature + Reproductive precipitation –3.87 ± 0.45 5.25 ± 0.45 0.259
Germination temperature + Reproductive precipitation –3.53 ± 0.43 6.32 ± 0.43 0.252
Dormancy temperature + Reproductive precipitation –2.67 ± 0.44 6.31 ± 0.44 0.227
Quiescent temperature + Germination precipitation –5.41 ± 0.45 –2.46 ± 0.45 0.166
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predictor of fruiting date (R= 0.054, lower = 0.036, upper =
0.076; 15.1% of explained variance) but had nominal
influence on flowering. Interactions between species identity
and climate affected flowering more than fruiting (total R
2
from interactions = 0.05 or 13.8% of total explained flowering
variance vs. R
2
= 0.02 or 5.1% of fruiting).
According to our bootstrap analysis, reproductive precip-
itation explained significantly more flowering and fruiting
variance than any other variable. Nonclimatic factors (species,
richness, and self‐compatibility) combined were compara-
tively weak predictors, accounting for only 5.3% of explained
flowering variance and 10.5% of fruiting (Figure 5).
L. uniflora
We found significant phenological differences between
eastern and western populations of L. uniflora (t=–4.26,
df = 155.46, P< 0.005; Appendix S1, Figure S1). The eastern
population of L. uniflora had a mean reproductive day of
year of 102, while the mean day of year in the western
population was 111. However, given that both species
identity collectively explained comparatively little pheno-
logical variance, we chose not to incorporate eastern vs
western population as an additional variable in our variance
partitioning models.
DISCUSSION
In this study of phenological changes within the genus
Leavenworthia and the relative influence of climatic and
nonclimatic factors on flowering and fruiting dates, total
spring precipitation best predicted both flowering and
fruiting dates. Variables of secondary importance included
year, reproductive temperature, and interactions between
FIGURE 3 Sensitivity of Leavenworthia flowering and fruiting date to reproductive period climate. (A, C) Flowering and (B, D) fruiting date plotted
against mean temperature (A, B) and total precipitation (C, D) during the spring reproductive period (March–May). Each point represents a Leavenworthia
record, color‐coded by species. Colored regression lines demonstrate species phenological responses to changes in temperature and precipitation. Dotted
black line is the best fit across all Leavenworthia records, illustrating mean phenological sensitivity across the genus to spring warming (–2.3 ± 0.35 days/°C
for flowering; –3.3 ± 0.30 days/°C for fruiting) or drying (–0.07 ± 0.004 days/mm for flowering; –0.06 ± 0.004 days/mm for fruiting).
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species and precipitation for flowering and between
reproductive temperature and latitude for fruiting. These
results align with numerous studies that found that shifts in
climatic cues prompt changes in plant phenology (e.g.,
Miller‐Rushing and Primack, 2008; Wilczek et al., 2010;
Banaszak et al., 2020; Love and Mazer, 2021). We found that
a 100‐mm decrease in spring precipitation was correlated
with a 7‐day advance in flowering and 6‐day advance in
fruiting. For every 1°C of spring warming, Leavenworthia
flowering and fruiting advanced by more than 2 days,
although there was significant variation between species.
Over our 117‐year study period, springtime temperature in
areas inhabited by Leavenworthia increased by 2.09°C,
while spring precipitation declined by ~83 mm. As a result,
Leavenworthia reproduction has advanced by approximately
2 weeks. Nonclimatic factors (species, self‐compatibility,
and species richness) explained the lowest proportion of the
total phenological variance.
Phenological predictors and trends
This study is one of the few to assess differences in
phenological shifts across an entire genus (e.g., Debussche
et al., 2004). While phenological advances in a single
Leavenworthia species—L. stylosa—have been previously
reported (Banaszak et al., 2020), ours is the first to quantify
climatic sensitivity and the rate of phenological change
for all Leavenworthia. Our results somewhat contrast
with previous work on L. stylosa, which found advanced
phenology in response to local cooling and increased
precipitation using a subset of the same herbarium data
used here (Banaszak et al., 2020). We and Banaszak et al.
(2020) found a comparable rate of advancement (1–2 days
per decade); in our study, however, this phenological
advance is linked to spring warming and drying across
the range of the genus, rather than to year‐round cooling
within the restricted region examined by Banaszak et al.
(2020). We did find, however, that Leavenworthia species
varied significantly in their rates of phenological advance
and climate sensitivities, with three species (L. aurea,
L. alabamica, and L. crassa) not responsive to warming.
Additionally, differences in the spatial and temporal
resolution of climatic data may account for the differing
results between our study and Banaszak et al. (2020). We
found significant differences between flowering and fruiting
in terms of the rate of phenological shifts (days per year)
and phenological sensitivity to climate (days per unit
climate). Additionally, our variance partitioning revealed
notable differences in the factors best explaining variance in
flowering versus fruiting dates. Flowering and fruiting
are distinct phenophases, and shifts in their timing can
create distinct evolutionary and ecological consequences.
While shifts in flowering time may affect coflowering and
pollination dynamics (Elzinga et al., 2007; Sherry et al., 2007;
Kehrberger and Holzschuh, 2019; Rudolf, 2019), a change in
fruiting time affects the conditions to which seeds are
exposed, ultimately shaping dispersal, dormancy length, and
germination times (Lacey et al., 2003; Vergara‐Tabares
et al., 2016; Du et al., 2020). We found that temperature
and latitude explained a greater portion of fruiting variance
than flowering. Baskin and Baskin (1971) documented a
temperature‐sensitive seed dormancy that varies with seed
age in L. torulosa,L. stylosa, and L. uniflora. The sensitivity
of fruiting time to temperature could be a mechanism to
control the conditions to which seed is exposed, which in
turn shapes seed dormancy and affects the likelihood of
germination. Determining the specific factors that shape
FIGURE 4 Change in reproductive season climate over 117 years. Mean temperature (A) and total precipitation (B) during the spring reproductive
season (March–May) plotted against year. Each dot represents the calculated spring climate for a single Leavenworthia record. Blue lines are best fit across all
records, demonstrating change in temperature (0.02 ± 0.35°C/year, P< 0.005) and precipitation (–0.71 ± 0.14 mm/year, P< 0.005) over time. Gray shading
illustrates standard error.
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different reproductive events helps to better understand the
implications of phenology shifts going forward.
Influence of climate
Total precipitation during the spring reproductive period
(March–May) was the strongest predictor of both flowering
and fruiting times. This window of sensitivity coincides with
flowering and fruiting dates of the majority of specimens in
our data set (Appendix S1, Figure S4) and aligns with a
multitude of studies suggesting that spring climatic condi-
tions have an impact on the reproductive phenology of
plants (Miller‐Rushing and Primack, 2008; Lesica and
Kittelson, 2010; Cook et al., 2012a,b) including winter
annuals (Banaszak et al., 2020) and range‐limited species
(Zettlemoyer et al., 2021).
The outsized influence of spring precipitation com-
pared to temperature is of note. While flowering and
fruiting dates were positively correlated with reproductive
season precipitation, spring precipitation has actually
decreased over time. Accordingly, Leavenworthia phenol-
ogy has advanced. This sensitivity to spring moisture
could be at least partially attributed to the preference of
Leavenworthia for limestone prairies and barrens, or
glades. Moisture varies widely in the shallow glade soils,
ranging from extremely dry in the summers to fully
saturated by the early spring (Kucera and Martin, 1957;
Rollins, 1963). Given this high intra‐annual variability,
Leavenworthia is likely highly sensitive to moisture
changes during the reproductive period. The strong
influence of spring precipitation aligns with previous
Leavenworthia studies, which found that phenological
response to temperature and moisture throughout the
year depends specifically on reproductive season precipi-
tation (Banaszak et al., 2020). Banaszak et al. (2020) noted
that in years when fall and winter were wetter and spring
was warmer and drier, flowering of L. stylosa advanced.
Wedetectedthesesameclimatictrends—increased fall
and winter precipitation (Appendix S1,FigureS5),
decreased spring precipitation, and increased spring
temperature—across the range of the genus since 1902.
Our results add to the growing body of literature
highlighting the strong but complex effect of precipitation
on phenology, where changes in moisture interact with
temperature to produce varied and unexpected phenolog-
ical changes (Ganjurjav et al., 2020; Zettlemoyer
et al., 2021; Currier and Sala, 2022).
Spring temperature was also an important predictor of
Leavenworthia phenology, accounting for the second
highest proportion of fruiting variance and third
highest proportion of flowering variance. Rising spring
temperatures have been widely associated with advanced
phenology (Menzel et al., 2006; Miller‐Rushing and
Primack, 2008; Lesica and Kittelson, 2010;Yuetal.,2010;
Cook et al., 2012b), especially in spring‐flowering species.
However, Leavenworthia species varied significantly in
their responses to warming spring temperature, with three
species significantly advancing phenology (L. uniflora,
L. stylosa, L. exigua, L. torulosa,L. texana)andfive species
phenologically nonresponsive (L. aurea,L. alabamica,
L. crassa,L. torulosa,andL. texana). Earlier studies on the
genus (Baskin and Baskin, 1971)revealedthatL. aurea,
endemic to southeastern Oklahoma, varied from more
northern and eastern species in their seed dormancy and
temperature requirements for germination. The species
least responsive to warming are experiencing the same
climatic trends across seasons as those with advanced
phenology—spring warming and drying and winter
warming and wetting. However, with the exception of
L. torulosa, these species are some of the southernmost in
the genus. The warmer baseline temperatures may shape
the responses of these species to warming. Additionally,
these are some of the more range‐limited species in the
FIGURE 5 Variance partitioned in Leavenworthia (A) flowering and
(B) fruiting dates. The total variance explained by our flowering (A) and
fruiting (B) models, partitioned by variable. Bars indicate the proportion of
model variance explained by each variable. Asterisks indicate variables that
explain significant portions of variance. The flowering model explained
35.4% of phenological variance (df = 619, P< 0.005) and the fruiting model
explained 33.9% of variance (df = 821, P<0.005). Variables include the
temperature and moisture variables of the life stage with greatest
explanatory power, species identity, county‐level Leavenworthia species
richness, and latitude and year of each record.
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genus. When compared to widespread relatives, extirpated
plant species have been shown to have more variable
responses to spring warming than their extant counter-
parts (Zettlemoyer et al., 2021). Given the variation
detected between species' flowering and fruiting times,
future work could also explore whether seasonality (e.g.,
early‐vs. late‐flowering) affects phenological sensitivity
to changes in climate. Overall, our results illustrate
significant intrageneric variation in phenological sensitiv-
ity to climate and that phenological uniformity in related
species should not be assumed.
Factors correlated with climate
Year of collection was the second‐most explanatory
variable predicting flowering date, explaining marginally
more variation than spring temperature. The unique
influence of year on flowering date, as opposed to a
specific climatic variable, could be attributed to a variety
of factors. Year was not highly correlated with the climatic
variables used in our models (Appendix S1,FigureS2,
|r| < 0.26); yet, year could explain a high proportion of
phenological variance because it encompasses climatic
conditions across all seasons, rather than a single period.
Various studies indicate that climate during the fall and/or
winter period can also exert a strong influence on spring
flowering time (Miller‐Rushing and Primack, 2008;Cook
et al., 2012a; Zettlemoyer et al., 2021) including in winter
annuals (Wilczek et al., 2010)andLeavenworthia in
particular (Banaszak et al., 2020). In our analysis, the
combination of winter quiescent temperature and spring
reproductive precipitation was the second‐best model for
predicting flowering and fruiting date (Table 1). The
inclusion of winter climatic changes over time within
“year”could explain the variable's relatively high predic-
tive power. Other climatic cues, that were not included
here but which are correlated with year, could also shape
flowering time. In the preliminary analyses, we assessed
multiple climatic periods and variables beyond basic
measures of temperature and precipitation, specifically
relative humidity. While humidity did not outperform
total precipitation as a phenological predictor, other
environmental cues that act more directly yet are not
traditionally tested, such as soil temperature or moisture,
could have an impact on phenology. Year could also be
confounded with herbarium biases such as collection
effort (Daru et al., 2017), or other phenologically relevant
factors, such as community composition, competition, or
rates of disease and parasitism that may vary temporally.
Latitude of collection was the third‐most predictive
variable in our fruiting model, explaining significantly more
variance in fruiting date than year and nonclimatic factors.
Latitude was not highly correlated with the climatic variables
included here (|r| < 0.7; Appendix S1, Figure S2). The
stronger influence of latitude over year of collection could
indicate that, compared to flowering, changing climate over
time has had a smaller impact on Leavenworthia fruiting.
Instead, differences in temperature or photoperiod
across a latitudinal gradient may be stronger determinants
of fruiting date. Complex interactions between temperature,
precipitation, and photoperiod shape both vegetative and
reproductive phenology (Legros et al., 2009; Müller and
Schmidt, 2018; Du et al., 2020). For example, photoperiod
can moderate leaf‐out date in temperate trees to prevent
excessively early or late leaf‐out due to temperature
fluctuations (Meng et al., 2021). Photoperiod could exert a
similar effect on Leavenworthia fruiting.
Nonclimatic factors
We expected to find that nonclimatic factors—self‐
compatibility, species, and species richness in the county
of collection—would predict a significant amount of the
phenological variance in Leavenworthia. However, we found
that nonclimatic variables accounted for very little of the
total variance explained by our models. These result suggest
that climatic changes are eliciting a similar phenological
response across Leavenworthia, regardless of species,
self‐compatibility, or intrageneric competition—afinding
that suggests strong phylogenetic niche conservatism in
Leavenworthia phenology (Wiens, 2007; Wiens et al., 2010).
Evolutionary history may influence phenological variance,
but due to the number of species in the genus we were
unable to test for this here.
Conservation
While only one Leavenworthia species—L. crassa—is
federally listed under the U.S. Endangered Species Act
(U.S. Fish and Wildlife Service, 2020), four of the eight
species in the genus—L. crassa,L. alabamica,L. aurea, and
L texana—meet the NatureServe criteria for “imperiled”or
“critically imperiled”(NatureServe, 2022). These species are
habitat specialists on spatially restricted glades, which are
threatened by diverse factors such as agricultural develop-
ment, road maintenance, mining and oil extraction, and
invasive species (NatureServe, 2022).
Even barring complete habitat destruction, changes
in climate likely will create an uncertain future for the
genus. Because Leavenworthia and other glade specialists
already possess adaptations to extreme heat and aridity, it
is possible that the impact of climatic changes is negligible
(Miller‐Struttmann, 2011;Brandtetal.,2014). However,
our study demonstrates that Leavenworthia phenology is,
in fact, sensitive to changes in temperature—afinding in
line with other glade specialists (Miller‐Struttmann, 2011)
and range‐limited species (Zettlemoyer et al., 2021)being
more phenologically responsive to climate than their
generalist relatives. The limited seed dispersal ability and
specific habitat preferences of species in the genus
(Rollins, 1963) restrict their capacity for migration,
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meaning that Leavenworthia species will most likely have
to adapt in place to changing climate. The advanced
phenology could have an impact on the success of
Leavenworthia reproduction. For example, Baskin and
Baskin (1971) found that young seeds (0–1 month old) will
only germinate at or below 15°C; with age, however (3–5
months old), seeds will germinate at temperatures as high
as 25°C. This dynamic dormancy works well when seed
sets in May: optimal germination temperatures generally
do not match ambient temperatures until the early fall,
when seedlings are most likely to successfully establish. We
found, however, that the majority of Leavenworthia
fruiting now occurs in April. If fruiting continues to
advance, seeds could be 3–5monthsoldasearlyasJuneor
July, causing higher maximum germination temperatures
to coincide with high ambient temperatures, which could
increase the number of Leavenworthia germinating in the
summer and decrease seedling establishment (Baskin and
Baskin, 1971). Ultimately, if advanced phenology of
Leavenworthia in response to spring climate creates such
barriers to reproduction, this advancement, in combina-
tion with habitat destruction, could have serious
conservation implications for this imperiled genus
(Cartwright, 2019). However, the fitness and viability
impacts of changing phenology vary widely (Miller‐
Rushing et al., 2010; Willis et al., 2010; Iler et al., 2019),
and more research is required to determine the specific
implications of Leavenworthia phenology shifts within
glade habitats. More broadly, glade habitats are home to a
disproportionate number of the region's endemic species
(Ware, 2002; Zollner et al., 2005). Since these other species
experience the same general climate and threats as
Leavenworthia, our results suggest that they may also be
experiencing changes in reproductive phenology, with
similar consequences for their long‐term viability.
CONCLUSIONS
We demonstrated that Leavenworthia flowering and fruit-
ing dates advanced significantly across 117 years, largely
due to climatic factors including spring precipitation and
temperature. A notable portion of variance in flowering was
also explained by year and in fruiting by latitude. By
assessing phenological change at the genus level, we utilized
a unique approach for determining the factors affecting
plant reproductive phenology and demonstrated significant
interspecific phenological variance. This study contributes
to a narrow body of literature on phenological variation
with genera (e.g., Debussche et al., 2004) and supports
climate as the dominant factor influencing reproductive
timing. Our study also demonstrates the importance of
separating flowering and fruiting phenophases when testing
for factors influencing phenology. We found that flowering
and fruiting times changed at different rates, were primarily
determined by different climate‐associated factors, and
varied in their phenological sensitivity to spring warming.
We presented long‐term data on the reproductive habits
and sensitivities of a highly imperiled genus, with broad
implications for future phenological research under con-
tinuing climatic changes.
AUTHOR CONTRIBUTIONS
K.B.: Conceptualization (equal); investigation (lead); formal
analysis (equal); original draft preparation (lead).
M.A.: conceptualization (equal); investigation (supporting);
review and editing (equal). J.B.: investigation (supporting);
review and editing (equal). A.Z.: formal analysis (equal);
supervision (equal); review and editing (equal). A.S.:
conceptualization (equal); methodology (lead); supervision
(equal); review and editing (equal).
ACKNOWLEDGMENTS
We thank the Shirley A. Graham Fellowship and the Alan
Graham Fund in Global Change of the Missouri Botanical
Garden for funding to support this project. We thank our
reviewers for their helpful feedback shaping this manuscript.
We thank Ihsan Al‐Shehbaz of the Missouri Botanical
Garden for help with Leavenworthia taxonomy. We also
thank the Global Change & Conservation and Zanne Labs for
manuscript feedback and the hundreds of botanical collectors
and community scientists for documenting Leavenworthia.
DATA AVAILABILITY STATEMENT
All data and code used in our analysis are available at the Dryad
Digital Repository: https://doi.org/10.5061/dryad.70rxwdc3f.
The specificGBIFsearchusedtoacquireLeavenworthia records
is available at https://doi.org/10.15468/dl.v6zf9r.
ORCID
Kelsey B. Bartlett http://orcid.org/0000-0001-8154-5261
Matthew W. Austin http://orcid.org/0000-0002-
1231-9081
James B. Beck http://orcid.org/0000-0003-4052-6077
Amy E. Zanne https://orcid.org/0000-0001-6379-9452
Adam B. Smith https://orcid.org/0000-0002-6420-1659
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SUPPORTING INFORMATION
Additional supporting information can be found online in
the Supporting Information section at the end of this article.
APPENDIX S1. Ancillary analyses and results for Leaven-
worthia phenology.
How to cite this article: Bartlett, Kelsey B., Matthew
W. Austin, James B. Beck, Amy E. Zanne, and Adam
B. Smith. 2023. Beyond the usual climate? Factors
determining flowering and fruiting phenology across
a genus over 117 years. American Journal of Botany
e16188. https://doi.org/10.1002/ajb2.16188
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