Sulcorebutia, food for taxonomists?
Sulcorebutia, food for taxonomists?
Sulcorebutia, food for taxonomists?
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<strong>Sulcorebutia</strong>, <strong>food</strong> <strong>for</strong> <strong>taxonomists</strong>?<br />
Summary<br />
Many cactus lovers seem to have an opinion about the nomenclature of their plants. But do<br />
they really know the right name? Who will determine this and in particular, how is it done?<br />
We haven’t heard the last word on this subject.<br />
Creation of the image<br />
My cactus hobby was scarcely born, when I met Karel. He presented himself as a very<br />
experienced collector. He invited me emphatically to visit him. And not to hesitate in asking<br />
any question. As I was eager to learn, I accepted the invitation gladly. Within a week I had<br />
entered his sanctum. It was indeed a paradise. Many plants were in bloom. In every flowerpot<br />
there was a label with a name on it. This was quite a different experience to “120 cacti in<br />
colour”. 1<br />
Shortly be<strong>for</strong>e the visit somebody asked me, if I already had the “hand of the negro”<br />
(Maihuenopsis clavarioides). I hadn’t a clue, but Karel showed me the plant immediately. He<br />
was definitely an expert. “But”, he said, “my great love are the jonias.” These I also knew<br />
nothing of but Karel showed me them and he was entranced as he described the beautiful<br />
flowers. At that very moment Jaap and Gijs dropped in by chance.<br />
“These are not jonias”, Jaap corrected. “These are lobivias. To be more precise Lobivia<br />
jajoiana from Bolivia.” Karel looked bewildered but kept silent but Gijs raised his eyebrows:<br />
“Actually they are echinopsis from Argentina.” As if stung by a wasp Jaap turned. “They do<br />
come <strong>for</strong> sure from Bolivia. After all you can derive this from the name. And I heard it<br />
personally from Backeberg. He cannot be wrong, as he found them himself. You say<br />
Echinopsis? You mean Echinocactus? But these plants are lobivias and there is an end to it!”<br />
I didn’t understand much of it. Had Jaap really had contact with the famous Backeberg ? On<br />
the other hand Gijs didn’t look stupid. I chose to keep silent as I didn’t want to be thought a<br />
dummy. A few minutes later the guests left. Karel muttered to me in offended tones “This<br />
Jaap, he must always know better! The only thing that really matters is that you understand<br />
me. Isn’t that right?”<br />
Not lobivias, but sulcorebutias took up all my attention during the next years. But during my<br />
search <strong>for</strong> possible correct names I have heard such conversations over and over again.<br />
Apparently we cactus lovers feel a deep satisfaction in such talks, in which expertise is not<br />
really required. I believe that German-speaking people use the word “Bierernst” in such cases.<br />
I was struck by the fact that many statements made no reference to supporting in<strong>for</strong>mation.<br />
Observations were hardly done, but this was no obstacle to having a firm opinion.<br />
For the record I should say that names used in this article correspond to what hobbyists on the<br />
continent use to say. This does not mean<br />
that the original authors will always still<br />
support these names. There<strong>for</strong>e author-<br />
citations are omitted in this paper.<br />
Rebutia<br />
A small plant with the name Echinopsis<br />
minuscula was brought onto the market<br />
by Pierre Rebut. It probably came<br />
originally from Argentina. Later on such<br />
1 A booklet <strong>for</strong> beginners<br />
Fig. 1 Rebutia minuscula
plants were indeed found in the province of Tucuman.<br />
In 1895 the genus Rebutia was defined by K. Schumann. (Fig 1) Schumann had observed that<br />
the new plant did not bloom from the areole, so it could not be an echinopsis. The plant itself<br />
resembled an echinocactus or malacocarpus, but as the flower originated from outside the<br />
areole, it had to be related to Mamillaria “without any doubt”. The shape of the corolla and<br />
the pericarp however prevented classifying it here. Some years later Schumann withdrew<br />
Rebutia.<br />
28 years later on Spegazzini (1923) defined the genus Aylostera. The decisive feature was a<br />
partial fusion of the style and the tube. Using this characteristic one could clearly distinguish<br />
Aylostera from Rebutia. (Fig 2 and Fig 3)<br />
Fig. 2 Flowersection Rebutia minuscula Fig. 3 Flowersection Aylostera schatzliana JK423<br />
Have the observations of Schumann been checked? I suppose so. Though I was never able to<br />
confirm that Rebutia did not bloom from the areole. But I have heard amateurs discussing<br />
seriously about pistils which had grown together to the tube opposite free pistils.<br />
Berger (1929) did not mention a genus Aylostera. He recognized only one genus Rebutia. He<br />
wrote: “Small pants, roughly globular, reminiscent of mamillaria, with tubercles in spiral rows<br />
and small spines. Flowers from the older areoles, often originating close to the base, small,<br />
funnel-shaped, with slender tube, open by day. These small plants from the mountains are<br />
not to be classified in Echinocactus nor in Echinopsis.”<br />
I have some problems with this statement. Schumann used the observation that the plant did<br />
not bloom from the areole to distinguish the genus. The same characteristic was denied by<br />
Berger. What did he observe instead to be still able to recognize a genus Rebutia,<br />
distinguishable from other genera? We never will know.<br />
Berger mentioned 6 species: Rebutia minuscula, R. deminuta, R. pseudominuscula, R.<br />
pygmaea, R. fiebrigii and R. steinmannii, of these the first four species came from Argentina<br />
and the others from Bolivia.<br />
Does the characteristic, that pistil and tube are partially grown together, make any sense? One<br />
taxonomist will find it important, the other will dismiss it. It was Ritters opinion (1980), that<br />
the fusion hardly had taxonomical meaning, as it would have developed simultaneously in<br />
different separated lines.<br />
Often the characteristic is ignored. How would early <strong>taxonomists</strong> have decided whether a<br />
plant belonged to Rebutia or not? I suspect that plants have been thought to be related after a<br />
rough observation without a real check. Is this strange? No, because such things still happen.<br />
It would be really strange, if one used a <strong>for</strong>mal checklist of characteristics <strong>for</strong> every new plant<br />
to decide to what genus it belongs. The rough and ready approach is a natural way of acting,<br />
but of course it contains the risk of overlooking a significant characteristic.
In the same way relationship between plants<br />
will not only be accepted, but denied as well.<br />
Many people do accept Rebutia minuscula and<br />
Aylostera pseudominuscula to belong to the<br />
same genus. But who will <strong>for</strong> example expect<br />
a closer relationship between Rebutia<br />
minuscula of only a few centimetres diameter<br />
and height and a 5 meters high Browningia<br />
candelaris? (Fig. 4) Nobody, don’t you think?<br />
More about this later.<br />
During the winter of 1929-1930 the plant<br />
collector José Steinbach sent Werdermann a<br />
plant, which “probably had been discovered<br />
in the wider surroundings of Cochabamba<br />
Fig. 4 Browningia candelaris (Foto: Craig Howe,<br />
(http://cactiguide.com/cactus)<br />
(Bolivia) at an altitude of 2500 m”. Un<strong>for</strong>tunately Steinbach died shortly afterwards.<br />
Werdermann identified the plant as “doubtless” being related to Echinocactus minusculus.<br />
“Schumann had defined, based on its special flowering characteristics, the genus Rebutia,<br />
which he withdrew later on, and classified this plant as Echinopsis.” But Werdermann himself<br />
argued to reintroduce the genus Rebutia <strong>for</strong> this “well characterized” group.<br />
It may be just me, but I have no idea what Werdermann meant with “well characterized”. Did<br />
he possibly understand Rebutia in the same way as Berger?<br />
Werdermann (1931) described the “interesting” plant, which strongly resembled Lobivia<br />
boliviensis qua habitus, but nevertheless was called Rebutia steinbachii based upon one single<br />
flower. A second opinion was impossible, as the plant had died when the publication was<br />
made.<br />
By the way, to my mind a plant can be called interesting if it is little known and in the mean<br />
time is or will be desirable. It must be more than just a study-object. The possession of<br />
interesting plants works as a lure <strong>for</strong> collectors by the way. Thinking back, I guess, that in this<br />
sense Karel did not have many interesting plants. Who indeed wants a “jonia”?<br />
Weingartia<br />
As far as I know all authors mentioned above were professional botanists. But amateurs also<br />
made their contributions heard. Very well known was Curt Backeberg. According to<br />
Wikipedia he met the Czech plant collector Alberto Vojtěch Frič by chance in 1927. His<br />
stories stimulated a desire <strong>for</strong> adventure in Backeberg who decided to import cacti himself.<br />
He was so strongly fascinated by these plants that he published a lot, <strong>for</strong> example the standard<br />
work of six parts „Die Cactaceae“.<br />
Fig. 5 Weingartia fidana Fig. 6 Weingartia neumanniana
minuscula? Albert Hofman (personal statement) assumes that the first description of the<br />
species fidaiana (fidana Hunt 2006) has to be taken as a first description of the genus also.<br />
Well, I have seen quite some cacti with this label, but with many of them I really had doubts<br />
that these were the plants meant by Backeberg. Are experts more flexible than me? Or is there<br />
insufficient quality of reference data (incomplete, inaccurate), as a result of which<br />
classifications are also unreliable.<br />
Another genus Spegazzinia already existed at the time. There<strong>for</strong>e Werdermann changed the<br />
name of the genus into Weingartia (1937) without supplying extra in<strong>for</strong>mation. Later on<br />
Echinocactus cummingii, which had been described already in 1849, was also classified in<br />
this genus. The result of this remarkable sequence of events was nevertheless correct. Not<br />
only was the genus Weingartia poorly defined by the summary description of Backeberg, the<br />
plant description also was not clear, as the name had been used twice, <strong>for</strong> completely different<br />
plants, which had died long ago.<br />
Boom (1962) dedicated a very worthwhile article to the correct name of the plant. He ended<br />
his account with the remark “Look at what the consequences may be if the international Rules<br />
<strong>for</strong> Botanical Nomenclature are not employed in the right way; it is definitely necessary, that<br />
everybody, who is occupied with the taxonomy of cacti (and of course of all other plants)<br />
acquaint themselves with the proper use of these rules. Especially in the case of cacti much<br />
incompetent work has been done in this area.“ Then a list of names followed. In case of<br />
ambiguous names was added „quoad descr.“.<br />
Echinocactus cumingii Salm Cat. Hort. Dyck. 1849, 174 (1850) non Hopffer, Allg. Gartenz.<br />
11, 225 (1843)<br />
Lobivia cumingii (Hopff.) Br. & R., The Cact., 5, (1922). quoad descr.<br />
Oroya cumingii Kreuz., Syst., 1935<br />
Spegazzinia cumingii (Hopff.) Back., Kakt. ABC, 298 (1935), quoad descr.<br />
Weingartia cumingii (Hopff.) Werd. ex van Oosten in Succ. 21, 129 (1939), quoad descr.<br />
Weingartia neocumingii Back. in Kakt. u.a. Sukk., 1, 2 (1950).<br />
Fig. 6 Weingartia neumanniana<br />
Gymnantha cumingii (Hopff.) Ito, Expl. Diagr. 53, 1957, quoad descr.<br />
Gymnocalycium neocumingii (Back.) Hutch. in Cact. & Succ. J. (U.S.), 29, 1957<br />
Gymnocalycium cumingii (Br. & R.) Hutch. in Nat. Cact. & Succ J., 14, 1959.<br />
I can imagine that not only the interested amateur will be lost here, the professional<br />
taxonomist will also perhaps do a double-take. How could the name of a species be connected<br />
to different genera so often in only 35 years? Searching <strong>for</strong> explanations, one is reminded of<br />
the speed with which Jaap solved taxonomical problems.<br />
Personally I would guess that the poor quality of in<strong>for</strong>mation is the cause of this chaos.<br />
<strong>Sulcorebutia</strong><br />
Backeberg defined the genus <strong>Sulcorebutia</strong> (1951). Here is an attempt to interpret the Latin<br />
text: „Plants caespitose, with rather small offsets, ribs tuberculous; tubercles lobivoid,<br />
axeshaped (!), with crack (!); flower funnel <strong>for</strong>m, originating from the circle round expanded<br />
crack, with the colour of the morning sun, with scales, hairless (!) fruit still unknown –<br />
Bolivia, near Colomi (Cochabamba) in an altitude of 3400m (Cardenas). Typus: Rebutia<br />
Steinbachii Werd.”<br />
The characters followed by “(!)” will have been the main criteria. It is nice to conclude, that<br />
this text differs from the one in “Die Cactaceae” (1959).<br />
Werdermann described the colour of the flower to be red, Backeberg mentioned “the colour of<br />
the morning sun” like the one of Rebutia violaciflora. (Fig. 7) Previously I had heard the<br />
explanation, that some <strong>taxonomists</strong> were rather flexible in their interpretation of the colour<br />
red. Later on Pip Smart told me, that Martin Cárdenas from Cochabamba had looked <strong>for</strong> years
<strong>for</strong> a plant like the one of Werdermann,<br />
with positively real red flowers. He never<br />
found one.<br />
Obviously his quest brought him to the area<br />
east of Cochabamba. Backeberg got his<br />
plants from Cárdenas. It seems plausible,<br />
that the type-plant defining the genus<br />
comes from a population different to the<br />
one described by Backeberg. Is this really<br />
important?<br />
Because herbarium material of the typeplant<br />
of Werdermann no longer existed, in<br />
1999 a neotype was deposited in the<br />
herbarium of the Städtische<br />
Fig. 7 <strong>Sulcorebutia</strong> steinbachii JK 94<br />
Sukkulentensammlung in Zürich. This suggests it should be a plant from the original<br />
population. Would this plant completely correspond with the description of Werdermann?<br />
David Hunt (2006) explained: “The type (which does not have to be an average or ‘typical’<br />
specimen of the species or other taxon concerned) gives the botanist an absolutely fixed point<br />
of reference from which to judge whether other specimens to which the name has been<br />
applied are correctly identified or not.” Then the neotype was superfluous, if it was identified,<br />
based on the plant of Werdermann, to<br />
belong to the same species. However if the<br />
identification was different, the deposit<br />
would lead to a paradox.<br />
To Backeberg the crack (sulco) at the upper<br />
side of the tubercle was a distinguishing<br />
characteristic of the genus, there<strong>for</strong>e the<br />
name <strong>Sulcorebutia</strong>. Moreover he mentioned<br />
the lobivoid appearance of the plant and the<br />
hairless flower. The totally free pistel was<br />
mentioned in the English language<br />
comment. (Fig. 8)<br />
Although Cárdenas sent Backeberg a<br />
couple of plants, he rejected this genus.<br />
There was a rumour that he objected in the first place to the amateurish procedure of<br />
Fig. 8. Flowersection <strong>Sulcorebutia</strong> steinbachii G123<br />
Backeberg. Anyway, he rejected <strong>Sulcorebutia</strong> and described <strong>for</strong> example Rebutia arenacea<br />
and R. glomeriseta in 1951, R. tiraquensis, R. totorensis and Aylostera Krugerii in 1957 and<br />
even Weingartia torotorensis in 1971, all of which were recombined to <strong>Sulcorebutia</strong>. I never<br />
understood why Cárdenas believed to recognize in this plant an aylostera (with fused pistil<br />
and scales on the tube covered by hairs).<br />
John Donald (1971) made a stand against the opinion of Cárdenas. First he mentioned that<br />
deliberate hybridization between <strong>Sulcorebutia</strong> and Rebutia had brought no descendants. One<br />
can pollinate <strong>Sulcorebutia</strong> and Lobivia with Chamaecereus, but not with Rebutia. Also one<br />
can pollinate Weingartia and <strong>Sulcorebutia</strong> with each others, but again not with Rebutia. Also<br />
hybridization between Rebutia and Lobivia is not possible.<br />
Cárdenas had criticized the European <strong>taxonomists</strong> because of the lack of field experience with<br />
Rebutia, as a result of which they were not in a position to develop a proper classification.<br />
Such remarks are rather familiar to me in circles of current day specialists. Donald however<br />
had observed hundreds of plants transported directly from their natural surroundings, so he<br />
had a right to speak. In his opinion the separations between species was blurred and he
ecognized clines, <strong>for</strong> example <strong>Sulcorebutia</strong> candiae, S. menesesii, and S. xanthoantha and<br />
<strong>Sulcorebutia</strong> kruegeri, S. arenacea, S. caineana and S. breviflora (brachyantha).<br />
At last Donald compared sulcorebutias, rebutias, weingartias and lobivias with each others<br />
based on 9 main characteristics, divided into 30 sub characteristics. The presence of these sub<br />
characteristics was measured. It resulted in the following table:<br />
L 15 10 10 1<br />
W 10 15 13 4<br />
S 10 13 15 4<br />
R 1 4 4 15<br />
L W S R<br />
The main characteristics were (i) structure of the rib, (ii) tubercle, (iii) position of the areole,<br />
(iv) structure of the areole, (v) appearance of the flower, (vi) structure of the receptacle, (vii)<br />
insertion of the filaments, (viii) fruit and (ix) seed.<br />
I’m afraid I do not understand this explanation of Donald very well.<br />
Fig. 9. Cladogram according to Buxbaum
Franz Buxbaum (1967) did recognize the genus <strong>Sulcorebutia</strong>. He believed he was able to map<br />
the connections of taxonomical units as determined by ancestry. Of course these units had to<br />
be monophyletic. He intended that a group of taxonomical units should have a common<br />
ancestor, from which all the members of subgroups - but no other groups - are descended.<br />
Buxbaum compiled the following clad gram – in this case a phylogenetic tree. (Fig. 9)<br />
Shifting insight<br />
It is not clear to me how Ritter recognized that <strong>for</strong> example Aylostera Krugerii was a<br />
sulcorebutia, if he only used the characteristics of the genus <strong>Sulcorebutia</strong> mentioned by<br />
Backeberg. Maybe he did something like this: B looks like A, C looks like B, D looks like C,<br />
and so D looks like A? Ergo D is related to A? Donald also accepted a considerable list of<br />
sulcorebutias, doubtless by a process of shifting insight. This led automatically to an<br />
extension of interpretation, which was followed by an amendment to the genus (1972). In this<br />
the crack on the tubercle, what gave the genus its name, was still mentioned.<br />
Fred H. Brandt (1977) surprised friend and foe alike by the joining of Weingartia and<br />
<strong>Sulcorebutia</strong>. He wrote: “As a result of observations spanning many years as well as<br />
investigations of the plants and seeds of these two genera I have come to the conclusion that<br />
these genera are one closed unit and thus have to be joined.“ Consequently all sulcorebutias<br />
were recombined.<br />
It is a pity that I could not recover details of his observations. Nor do I know what he<br />
investigated. When I was introduced shortly afterwards to well-known sulk-specialists I was<br />
pressed emphatically to <strong>for</strong>get Brandt. Had he committed a heresy? Inquiry brought no more<br />
than a recurrence of the statement.<br />
Donald and Brederoo studied <strong>for</strong> a<br />
considerable time to decide if or how to<br />
separate the genera. It was not very easy to<br />
obtain an unambiguous judgement.<br />
Perhaps one had to think of three strongly<br />
related groups: (I) the group of the<br />
southern weingartias with Weingartia<br />
fidaiana as a species of reference, (ii) the<br />
group of the northern weingartias W.<br />
neocumingii as a species of reference (Fig.<br />
10) and (iii) the group of the sulcorebutias<br />
with <strong>Sulcorebutia</strong> steinbachii as a species<br />
of reference. Actually I did not find any<br />
clear motivations <strong>for</strong> these suggestions.<br />
Fig. 10. Weingartia neocumingii HS 93<br />
By the way, according to Donald Weingartia neumanniana was found in the area of the<br />
Bolivian-Argentinian border, though Backeberg himself stated the area near Humahuaca, 125<br />
km more southward.<br />
Friedrich Ritter (1980) concluded that the observation of Backeberg concerning the tubercle<br />
was based on an illusion. There was no crack at all, only a fold. This phenomenon was found<br />
in other genera as well, <strong>for</strong> example in Weingartia. But Ritter did recognize the genus<br />
<strong>Sulcorebutia</strong> because “the short, light edged scales of the flower are not these of Rebutia“.<br />
Moreover he had observed, that the areoles (?) on the flowers of Rebutia (as far they were not<br />
hairless) except wool, almost always bear several to many bristles. Ritter believed Rebutia to<br />
be a genus on its own, to which also Aylostera with its hairy scales belonged. In spite of this<br />
remark I cannot build on the considerations of Ritter. Nevertheless they were good enough <strong>for</strong><br />
a series of recombinations, like <strong>Sulcorebutia</strong> arenacea, krugerii, tiraquensis, totorensis,<br />
which obviously were accepted by everybody. Of course it was annoying, that this seemed to
e overruled by the activities of Brandt. Were the arguments of Ritter more convincing?<br />
Fortunately Nol Bredero and John Donald (1981) were able to make the final pronouncement.<br />
They wrote enthusiastically: „Ein Problem ist gelöst!“ Brederoo had discovered that in case of<br />
sulcorebutias, tiny hairs are found behind the scales on the pericarp, which never occur in<br />
weingartias. The consequence was a recombining of Weingartia purpurea and torotorensis to<br />
<strong>Sulcorebutia</strong>. The sulco-collectors were satisfied because now it had been concluded<br />
unambiguously, that Brandt was wrong.<br />
I was so naive as to check this characteristic and offer my findings to a group of specialists. I<br />
narrowly escaped excommunication but they advised me to visit a reliable optician urgently.<br />
The characteristic was cherished <strong>for</strong> years in circles of sulco-friends. But these days even the<br />
most fervent adherents will have recognized that most of the sulcos don’t have hairs behind<br />
the scales on the pericarp, while some weingartias, <strong>for</strong> example HS 164, do.<br />
Günter Hentzschel (1999) also emended the genus <strong>Sulcorebutia</strong>. He thought the shape of the<br />
scales on the pericarp to be of major concern. Only the scales of the genera Weingartia and<br />
Gymnocalycium were similar to those of <strong>Sulcorebutia</strong>.<br />
A second characteristic was the non-branching funicles of <strong>Sulcorebutia</strong> as opposed to the<br />
plural branching of the two other genera. This suggested a close relationship between<br />
Weingartia and Gymnocalycium.<br />
Alas the observation of the plural branching of funicles in fruits of weingartias turned out to<br />
be an illusion, as was later confirmed by Hentzschel.<br />
Consensus classification<br />
Donald worked on his concept of clines. That’s why he took all plants in the wider<br />
surroundings of Cochabamba to belong to S. steinbachii. It was also part of the spirit of the<br />
times to reduce the number of names. In 1984 Donald participated with the Huntington<br />
Botanical Expedition Bolivia. In his list of fieldnumbers of 1989 still seven varieties of S.<br />
steinbachii were mentioned, namely steinbachii, glomerispina, tuberculato-chrysantha,<br />
gracilior, kimnachii (n.n.), horrida and polymorpha.<br />
According to the Cites Cactaceae Checklist of Hunt (1999) all these names of varieties should<br />
be allowed to expire and in the mean time the name of the genus was changed to Rebutia. A<br />
workgroup of the International Organization <strong>for</strong> Succulent Plant Study (IUBS-IOS) was<br />
established in 1984 in order to obtain consensus in the classification of the Cactaceae. Some<br />
years later the CITES Plants Committee proposed that the IOS should be supervisor of the<br />
compilation of what was going to be the first edition of the checklist.<br />
Amateurs were confused. How to interpret this list? Some believed, it was only meant <strong>for</strong> the<br />
use of government customs and excise organisations. Or was it a list with obligatory names<br />
superseding all earlier work? The editors of Succulenta seem to have supported this opinion<br />
<strong>for</strong> a while.<br />
With unbelieving astonishment circles of amateurs heard that the members of the workgroup<br />
looked <strong>for</strong> consensus and found it by the raising of hands. Was this science or some pragmatic<br />
acting in which a majority prescribed what names everyone else was allowed to use?<br />
Would somebody dare to doubt the expertise of the members of the work group? The latter<br />
had indeed all won their spurs. It was said about Backeberg that he recognized a not-yet<br />
described plant in an unfamiliar collection immediately. Would all members of the workgroup<br />
have such knowledge at their disposal? Or did they have other skills by which they could<br />
create an acceptable project together?<br />
This question had been answered be<strong>for</strong>e, <strong>for</strong> example by Reto Nyffeler and Urs Eggli (1994).<br />
„The classification of the cacti has been determined during the last decennia to a large extent<br />
by amateurs (persons without basic knowledge of systematic botany) “. This has left deep<br />
traces as a result of which cacti now are in the bad books of scientific botany.
“However many interested amateurs have enlarged the body of knowledge about cacti by their<br />
detailed specific knowledge of <strong>for</strong>ms and by their fieldwork, equally often they have caused<br />
confusion by their lack of knowledge of important biological concepts (evolution, variability,<br />
biology of populations, and so on) and of rigorous working methods.“ 2<br />
Nyffeler and Eggli argued further: “It is the task of systematic botany, to bring about<br />
organisation, in the huge number of plant <strong>for</strong>ms according to the postulated phylogenesis.“<br />
The IOS-workgroup had started with a list of „undisputedly“ accepted genera. For other<br />
genera there was a vote following a discussion. I gladly accept that all members had<br />
significant observations and conclusions at their disposal, which meant their opinions were<br />
valuable. But we do not know these observations and conclusions. Is my question justified, is<br />
a sulcorebutia-specialist automatically qualified to vote about mamillaria? By the way who<br />
supplied the (hypothetical) history of descent? Which method did this person use to collect his<br />
data? Perhaps he used only morphological data.<br />
David Hunt (2006) published the New Cactus Lexicon as a kind of honour to Backeberg. I<br />
can imagine that the „splitter“ Backeberg would have felt somewhat displeased if he had seen<br />
the book. The genera <strong>Sulcorebutia</strong> and Weingartia had been merged into Rebutia. Hunt<br />
argued, that Rebutia could be seen as a genus of “convenience“. It could possibly be<br />
biphyletic or polyphyletic. I have not the faintest idea what is meant by these two sentences.<br />
The list of names of species was not synonymous with the Cites Checklist. I did not find any<br />
explanation.<br />
In summary dogmas seem to be circulated and have to be followed blindly by allegedly<br />
incompetent people like me. Even if they have real doubts about the postulated relationships.<br />
Sometimes I wondered if Jaap might have been a member of the workgroup.<br />
Also on the level of species we have come across a similar situation. Willi Gertel (1996) <strong>for</strong><br />
example mentioned <strong>Sulcorebutia</strong> steinbachii ssp. tiraquensis var. totorensis subvar.<br />
totorensis. We might hope that this was based on a profound investigation so that this<br />
combination of names would con<strong>for</strong>m to the phylogenesis. But I could not find any<br />
in<strong>for</strong>mation about what exactly was investigated.<br />
Fig. 11. <strong>Sulcorebutia</strong> totorensis JK152 Fig. 12. <strong>Sulcorebutia</strong> jolantana HS 68a<br />
Would it be an argument to see <strong>for</strong> example S. frankiana as a subspecies of S. steinbachii? I<br />
do not expect much enthusiasm <strong>for</strong> amateurs putting <strong>for</strong>ward such ideas. But they are inspired<br />
by objective data.<br />
Interesting are comments of L. Ratz in this context. (2005) Can a layman have an opinion<br />
about the method of the botanist? “Botany is a natural science and from this perspective one<br />
can judge when scientific statements are justified according to scientific criteria.“ and further<br />
on: “The basis of all natural scientific investigations are only objective data.“ Obviously Ratz<br />
was not very convinced about the basis <strong>for</strong> all sorts of comments, concerning the (cactus)<br />
taxonomy.<br />
2 Note: 3 times “knowledge” in one sentence! This must be science.
Some projects<br />
Data, immediately apparent from observing the plant, turned out to lead to shaky conclusions<br />
as you can see from the above remarks. This may be made even clearer by the next example.<br />
A plant in the greenhouse of Karel became 15 cm high. A cutting of this plant which I<br />
received got to only 10 cm. Circumstances and care influence the outward appearance.<br />
Buxbaum had restricted himself to characteristics of flower and seed as these would always<br />
represent „primitive“ characteristics, meaning that the pressure of the environment would<br />
have less effect on them.<br />
A further clarification: if a certain characteristic is found on several plants of the whole group,<br />
it can be interpreted to be „primitive“. It is unlikely that such a characteristic came into being<br />
many times at different places independently of each other.<br />
One can wonder if a characteristic easily changes from one manifestation into another and<br />
afterwards back into the original, creating a kind of blinking light situation. Let us start with a<br />
population, of which all plants have brownish black spines. By a favourable mutation this<br />
population will obtain only white spined plants. But after some generations a next mutation<br />
causes only brownish black spines again.<br />
Nobody will take such a story to be probable but<br />
rather assume that the brownish black spine of<br />
the first population, <strong>for</strong> example <strong>Sulcorebutia</strong><br />
mentosa (Fig. 13), is a primitive characteristic.<br />
Likewise the white spine in the other<br />
population, <strong>for</strong> example <strong>Sulcorebutia</strong> albissima<br />
(Fig. 14) will be a primitive characteristic.<br />
There is no known report of a population in<br />
which both <strong>for</strong>ms appear, next to each other. In<br />
the Cites Checklist is S. albissima taken as a<br />
synonym of S. mentosa. By the text above I do<br />
not intend to deny a relationship. I simply cannot<br />
understand the decision to avoid the name<br />
„albissima“. Was this choice purely subjective?<br />
All statements about relationships are based on<br />
probability. There<strong>for</strong>e all of them are<br />
hypotheses. One can wonder how to evaluate a<br />
hypothesis when faced with evidence that in<br />
view of the hypothesis is improbable.<br />
Meanwhile the magic word seemed to be DNA,<br />
but this was not a realistic approach <strong>for</strong> the<br />
common amateur.<br />
In 2004 I was a member of a group of<br />
enthusiastic amateurs who tried to investigate<br />
relationships, using selected isoenzymes. One<br />
can take the characters of these isoenzymes to<br />
Fig. 13. <strong>Sulcorebutia</strong> mentosa JD175b<br />
Fig. 14. <strong>Sulcorebutia</strong> albissima JK 39<br />
be primitive. After all, if a mutation is not favourable, there is serious chance, that the<br />
individual with such a mutation will have died because of a failing digestion, be<strong>for</strong>e it got<br />
descendants.<br />
The result of comparing of isoenzymes showed that <strong>Sulcorebutia</strong> is less similar with Rebutia,<br />
but it was not really possible to separate it from Weingartia. Would Brandt be declared right<br />
after all?<br />
Some participants did not appreciate the results of the project very much, perhaps because it<br />
often did not confirm their postulated relationships. Of course one can question the
supposition of actually knowing the correct outcomes in advance. If that were the cases the<br />
interpretation of results may well be biased to confirm such supposition.<br />
Detlev Metzing rejected the results of the project stating that the database was too small.<br />
When I asked him too small <strong>for</strong> what, he answered with an amiable smile. No, he did not<br />
know the aim, nor had he read the report (Pot 2006).<br />
Afterwards this group of amateurs happened to be able to initiate dna-research. Christiane<br />
Ritz and others (2007) published results based on chloroplast markers: indeed it was not<br />
possible to separate Weingartia and <strong>Sulcorebutia</strong>. The original group of rebutias from<br />
Argentina and Browningia could be seen as a satelite group of the weingartias. The<br />
relationship with Aylostera, Mediolobivia and Gymnocalycium was shown to be significantly<br />
less strong. There<strong>for</strong>e Rebutia minucula and Aylostera pseudominuscula could not belong to<br />
the same genus, contrary to what had been believed <strong>for</strong> many years. (Fig. 15) Note, that I put<br />
Fig. 15. Cladogram according to Ritz<br />
alternative names, used by amateurs, into the clad gram behind the ones used by Ritz.<br />
Again some people were not fully satisfied with this result. For example how can one<br />
reconcile, that Browningia and Rebutia are that close in the clad gram? Did they suspect a too<br />
small database in this case as well? Or were the browningia samples not very reliable on<br />
further consideration? Or would it have been better to use different markers, assuming that<br />
this was possible?<br />
Gordon Rowley (2009) proposed a genus Rebutia, in which he included the original rebutias,
the weingartias and the sulcorebutias, but not the aylosteras and mediolobivias. It struck me<br />
that he showed only a part of the clad gram of Dr.Ritz, from which the browningias had been<br />
removed.<br />
I don’t know the algorithm behind this clad gram. But in the cladograms prepared by me the<br />
position of every individual is determined by the presence of all other individuals. If a plant is<br />
removed, different arithmetical averages will be found and there<strong>for</strong>e the position of some of<br />
the plants may change. For the record: the vertical distances in these cladograms have no<br />
other purpose than to keep the diagram legible. Thus they have nothing to do with the<br />
closeness of the relationship.<br />
Ritz stated, that her project confirmed the observation of the branched funicles by Hentzschel.<br />
The same goes <strong>for</strong> the hairless pericarps of Weingartia, <strong>Sulcorebutia</strong> and Rebutia. Obviously<br />
the error of Hentzschel had not been discovered and Brederoo and Donald seemed to have<br />
done careless observations.<br />
In my opinion a spicy detail is the names used <strong>for</strong> species, which would correspond to those<br />
in „Das große Kakteenlexikon“ of Anderson in the case of the rebutias and the sulcorebutias<br />
and to „Die Gattung Weingartia“ of Augustin and Hentzschel in the case of weingartias.<br />
It is reassuring to see that in the clad gram<br />
all canigueralii’s, all neocumingii’s and all<br />
steinbachii’s are close together. The<br />
position of S. cardenasiana did surprise<br />
me.<br />
In the upper part you find a S. spec. (Fig.<br />
16). This might be a very interesting plant,<br />
not only because it is not well known and<br />
wanted. Though it has been discovered at<br />
the same latitude as S. tarijensis, it reminds<br />
one very much of S. cardenasiana. (Fig.<br />
17) Suppose – which I do not suspect of<br />
course – that some error did creep in. In<br />
that case S. cardenasiana would occur<br />
in two different clades. This I would<br />
consider very questionable.<br />
West European amateurs of the continent<br />
prefer to keep old, established names, even<br />
if they are not quite correct. It was a relief<br />
that the „cardenasiana“ mentioned in the<br />
clad gram is called S. langeri every time in<br />
the known collections.<br />
Some amateurs wondered why Ritz did not<br />
immediately recombine all sulcorebutias to<br />
Weingartia. I imagine it was not her<br />
intention at all. Ritz is a geneticist. A<br />
geneticist is not by definition a taxonomist.<br />
Fig. 16. <strong>Sulcorebutia</strong> spec.<br />
Fig. 17. <strong>Sulcorebutia</strong> cardenasiana HS 41<br />
By the way, it is not known to me if taxonomist is a recognized profession with a protected<br />
status. Possibly everybody is allowed to call him- or herself a taxonomist.<br />
Günter Hentzschel and Karl Augustin (2008) published the second part of „Die Gattung<br />
Weingartia“. They concluded that morphologically no fundamental differences existed<br />
between Weingartia, <strong>Sulcorebutia</strong> and Cynthia concerning body, flower and fruit. Also they<br />
had made several attempts to hybridise, between these genera, the results of which could be
considered rather successful, while they had hardly any successful results with other genera.<br />
The consequence of these observations was the recombining of all sulcorebutias to<br />
Weingartia, which had partially been done already by Brandt, about 30 years be<strong>for</strong>e.<br />
However some oddities struck me. At page 771 hybrids are shown of S. canigueralii and W.<br />
neocumingii (fa. sucrensis). 14 km from Sucre, along the road to Aiquile, sulcorebutias and<br />
weingartias, usually called canigueralii and neocumingii (fa. sucrensis) as well, grow next to<br />
each other. A natural hybrid was never reported from that place. Should I believe now, that<br />
these plants somehow got the wrong names? Or have canigueralii-populations different<br />
characteristics, by which some will yet hybridise easily with W. neocumingii and others will<br />
not at all?<br />
Hybridising of different species of Weingartia with each other or <strong>Sulcorebutia</strong> with each other<br />
was not tested by Hentzschel, because „sufficient hybrids by chance already existed in the<br />
collections“. Pip Smart showed me years ago with pride a few hybrids, caused by pollination<br />
on purpose. This had not been an easy result. Johan de Vries and I have the same experience.<br />
(Fig. 18)<br />
I assume the remark about hybrids by chance can easily mislead us. The presence of fruits is<br />
not necessarily evidence of hybridization. This is also well explained by non hybridized<br />
pollination, which is very likely to occur as can be seen by the following. Let us accept that<br />
on a table in the garden there are 100 plants, which all have one and only one partner <strong>for</strong><br />
fertilization. Thus on this table exist 50 possible matches. Suppose all plants bloom at the<br />
same time with only one flower, and every flower is equally attractive to a bumblebee. The<br />
insect has landed on a flower. After some time it will ascend and land again. For every flower<br />
the chance that it will land on it is 1 of 100, or 1%. So there is a chance of 99% = 0,99 that the<br />
flower of the match plant is not visited. After a second landing this chance will be 0,99 × 0,99<br />
= 0,99 2 . After a number n landings the chance has become 0,99 n . If n = 459, the chance of no<br />
visit has become less than 1%.<br />
So while it may be true that all sulcorebutias are strongly related, this suggestion has not been<br />
confirmed by observations of fertilization by chance.<br />
Fig. 18. Hybrid of Weingartia fidana (fig. 5) with <strong>Sulcorebutia</strong> tarijensis JK242
There is still another consideration. If hybridization in nature were that easy, one would not<br />
expect so many strongly differing populations so close together.<br />
The question of relationships motivated me to create a database, which at the moment<br />
contains almost 50 characteristics of 1700 individual plants of the genus Weingartia. Which<br />
characteristics are indeed significant and which are not? From the above we’ve learned that<br />
experts often disagree.<br />
Perhaps the following leads to a sensible choice. A characteristic which is fairly constant <strong>for</strong><br />
the whole population can be used <strong>for</strong> this population, but perhaps not <strong>for</strong> another one.<br />
<strong>Sulcorebutia</strong> mentosa <strong>for</strong> example has magenta flowers, never red or yellow. Thus the colour<br />
of the flower is a significant characteristic in this case. In different populations, which usually<br />
called S. losenickyana all sorts of colours occur. For such populations this characteristic will<br />
not be of much value.<br />
Now I selected plants, similar to the plants in the clad gram of Ritz. I selected characteristics<br />
which can be interpreted as significant <strong>for</strong> all these plants. In case of the rebutias it was not<br />
possible to check this, as there was only one plant of each species available.<br />
The following characteristics underlie the cladogram (Fig. 19):<br />
position of radial spines distance lower filaments to<br />
pericarp / length pistil<br />
shape of scales on the tube<br />
colour of radial spines length of filament colour perianth in top<br />
structure of surface of radials distance anther to edge colour perianth above upper<br />
perianth<br />
insertions<br />
length radials distance stigma to perianth colour stigma<br />
position central spines diameter of stigma colour filament<br />
shape of the plant body angle tube below insertions colour throat<br />
length of the pistil shape of perianth colour scales on the tube<br />
area of the insertions of<br />
filaments<br />
edge of perianth colour scales on the pericarp<br />
Fig. 19. Cladogram compiled by CactusData<br />
In my estimation both cladograms show a fair<br />
amount of similarity. Of course we should not<br />
<strong>for</strong>get that the method of Ritz did not<br />
investigate relationships at the level of species,<br />
while my own method is not really meant <strong>for</strong><br />
judgements at the level of genera. But after the<br />
critical words of Eggli/Nyffeler and Hunt I take<br />
this result as encouraging.<br />
The key to recognition (Pot 2009) was based on<br />
this database. Last year somebody discovered,<br />
that in this key <strong>Sulcorebutia</strong> steinbachii was<br />
recognized in different ways, in which<br />
moreover the appearance of the populations<br />
were different. Actually he had chosen to look<br />
<strong>for</strong> all steinbachii’s in one search operation,<br />
like in the New Cactus Lexicon <strong>for</strong> example.<br />
According to the NGL a steinbachii is<br />
recognized by: „Body very variable, clustering;<br />
stems depressed-globose; tubercles in circa 13<br />
spirals; central spines 1-3,
almost black; flower c. 3.5 × 3.5 cm; hypanthium well-developed; perianth scarlet to magenta,<br />
rarely yellow, musty-cented; stigma lobes white. “ How many steinbachii’s would be<br />
recognized by Hunt in my collection with these data? How many plants of different species<br />
would he recognize to be steinbachii? Can a steinbachii have yellow spines as well, or an<br />
orange flower, or a lack of central spines? Under which conditions will a sulcorebutia not<br />
correspond to the image of steinbachii? Obviously I do not understand the standards of Hunt.<br />
Nor do I know on what they are based.<br />
How to continue?<br />
Last summer I was visited by a very serious amateur. He confided to me with a serious look,<br />
that he would accept a classification in future only if it had been fully based on dna-research.<br />
Of course I appreciate this very much. But in the meantime I’m a little worried. Until now I<br />
have not heard of any research that will give solutions at the level of species. But suppose it<br />
does happen. Will we, amateurs, be able to do something with it? Will relationships be<br />
confirmed by easily observable characteristics?<br />
Basically they are trying to construct a system based on relationships. But at the same time we<br />
want to know what we are speaking about. DNA-research will be a „black box“ to most of the<br />
cactus amateurs. A solid system, which however is not understood because of obscure<br />
backgrounds has little sense in amateur circles. The same goes <strong>for</strong> a classification based on<br />
carefully hidden morphological observations.<br />
Maybe Karel was close to the truth when he said: „The only thing that really matters is that<br />
you understand me. Isn’t that right?” Suppose somebody speaks about <strong>for</strong> example<br />
<strong>Sulcorebutia</strong> tarabucoensis, which has according to the first description few brown radial<br />
spines, about 8 ribs and red-yellow flowers. But he means a plant with many white radial<br />
spines, about 13 ribs and a magenta flower, from a very different population. My reaction<br />
would be, this person does not know <strong>Sulcorebutia</strong> tarabucoensis. He <strong>for</strong> his part perhaps<br />
believes that I do not understand the range of variability of this species. Thus we will not<br />
understand each other.<br />
Professionals have not succeeded in constructing an unequivocal, generally accepted<br />
definition of the concept „species“. How will somebody be able to draw conclusions about the<br />
range of variability of these undefined units? Who will be able to draw conclusions about<br />
strong relationships between such units without defined ranges of variability? Who will be<br />
able to understand that nevertheless, numerous relationships are conjured out of a hat?<br />
I am not a taxonomist. But it is my impression, that empirical experts of the previous century<br />
could not have suspected <strong>for</strong> a moment the variety of <strong>for</strong>ms of some plant families. People<br />
have found during the last decennia unexpectedly many populations of Weingartia, of which<br />
the majority is well distinguishable from all other populations. Nobody – with or without a<br />
definition of the concept „species“– will expect to recognize a thousand species. But also<br />
nobody is able at the moment to create an understandable and acceptable survey of<br />
relationships in this genus.<br />
Of course one can ignore this multitude of <strong>for</strong>ms. But it does not make any sense to dispose of<br />
all unknown populations as „flowerpot species“. The same goes <strong>for</strong> accepting all relationships<br />
blindly without supporting data.<br />
Moreover now we are dealing with new modern technology, which may put postulated<br />
relationships in a very different light.<br />
I can easily imagine a Gordian cactus knot, which we will not be able to untangle by<br />
continuing as we have in the past. Yet I keep hoping <strong>for</strong> new approaches, which will lead us<br />
out of the dilemma. Maybe one day the knot will be untangled in a more sophisticated way<br />
than used by the legendary Alexander. But some splitting may be not avoidable.<br />
People like Nyffeler and Eggli may find my considerations anarchistic. This however is not
my aim. I would welcome an explanation by an expert about the whole area in clear and<br />
workable terms. Maybe this paper will give the initial impetus.<br />
I like to thank Jim Gras <strong>for</strong> proofreading the English text.<br />
Literature:<br />
Augustin K, Hentzschel G.(2008): Die Gattung Weingartia, Gymnocalycium 21(2):767-782.<br />
Backeberg C.(1959): <strong>Sulcorebutia</strong>, Die Cactaceae, Band 3: 1555, VEB Gustav Fischer Verlag.<br />
Backeberg C.(1933): Echinocactus Fidaianus, Der Kakteenfreund: 90.<br />
Backberg C.(1951): <strong>Sulcorebutia</strong>, novum genus Backbg. The Cact. & S. J. Gr. Brit.,13(4):96,103.<br />
Berger A.(1929): Kakteen, Ulmer Verlag Stuttgart:196-197.<br />
Boom K.(1962): De correcte naam van Echinocactus cumingii Salm, Succulenta 41(9):115-118.<br />
Brandt F. (1977): Weingartia oder <strong>Sulcorebutia</strong>!, Kakteen- und Orchideenrundschau -5, 15.11.1977: 68-70.<br />
Brederoo A.J., Donald J.D., (1972): <strong>Sulcorebutia</strong> Bckbg emend Brederoo et Donald, Succulenta 51(9): 169-174.<br />
Brederoo A.J., Donald J.D., (1981): Blütenuntersuchungen bei Weingartia und <strong>Sulcorebutia</strong>, KuaS 32(11):270-<br />
273.<br />
Buxbaum F. (1967): Der gegenwärtige Stand der stammesgeschichtlichen Er<strong>for</strong>schung der Kakteen, KuaS 18(1):<br />
3-9, 18(2): 22-27.<br />
Donald J.D.(1971):In Defense of <strong>Sulcorebutia</strong>, Cact.Succ.J.Amer.43(1):36-40<br />
Donald J.D. (1980) Probleme bei der Trennung von <strong>Sulcorebutia</strong> und Weingartia, KuaS 31(11): 321-327.<br />
Eggli U., Nyffeler R.(1994): Die Konsensusklassifikation der Kakteen, KuaS 45(7) :142-149.<br />
Gertel W.(1996): <strong>Sulcorebutia</strong> tiraquensis, KuaS 47 (6): 132-139.<br />
Hentzschel G.(1999): Het geslacht <strong>Sulcorebutia</strong> Backeberg emend. Hentzschel, Succulenta 78(3):131-142.<br />
Hunt D.(1999): Cites Cactaceae Checklist, Kew Publishing: 136-137, 143-145.<br />
Hunt D.(2006): The New Cactus Lexicon, dh books, 248, Compiling the New Cactus Lexicon.<br />
Pot J. (2006): The use of isoenzyme analysis to study the dispersal of <strong>Sulcorebutia</strong>, Cactus&Co 4(10):235-250.<br />
Pot J. (2009): Sleutel voor planten van het geslacht Weingartia (<strong>Sulcorebutia</strong>), Succulenta 88(3):132-138.<br />
Ratz L. (2005): Betrachtung zum Problem Rebutia pygmaea-Rebutia haagei, Echinopseen 2(1):1-5.<br />
Ritter F.(1980): Kakteen in Südamerika, Band 2, Selbstverlag: 591, 641-642.<br />
Ritz C. et al (2007) The molecular phylogeny of Rebutia (Cactaceae) and its allies demonstrates the influence of<br />
paleography on the evolution of South American Mountain cacti, American Journal of Botany 94(8):<br />
1321-1332.<br />
Rowley G.(2009): Rebutia reappraised, Cactus World 27(2): 88-90.<br />
Salm (1849): Echinocactus cummingii Cat. Hort. Dyck, 174<br />
Schumann K.(1895): Rebutia minuscula K. Sch. Eine neue Gattung der Kakteen , MfK. Nr. 5: 102-105.<br />
Spegazzini C.(1923): Breves Not. Cactol., An. Soc. Cient. Argent., XCVI: 75.<br />
Werdermann E.(1931): Neue Kakteen im Botanischen Garten Berlin-Dahlem, Notizblatt des Botanischen<br />
Gartens und Museums zu Berlin-Dahlem, Nr. 104. Bd XI.<br />
Werdermann E.(1937): Beiträge zur Nomenklatur. 4. Weingartia Werd., (Spegazzinia Bckbg. non Saccardo<br />
1886!) Kakteenkunde (2): 17-24 pp.:20-21<br />
This article originally written in Dutch by Johan Pot was published in the journal<br />
Succulenta 90:4 (2011) (p. 190 -196) and 90:5 (2011) (p. 227 - 237).<br />
Until today, this English version (translation by Johan Pot) was unpublished.<br />
Published with the permission of the author.