Summary
In aggregate, past discussions of heterospory and its role in the alternation of generations are riddled with ambiguities that reflect overlap of terms and concepts. Heterospory sensu lato can be analyzed more effectively if it is fragmented into a series of more readily defined evolutionary innovations: heterospory sensu stricto (bimodality of spore size), dioicy, heterosporangy, endospory, monomegaspory, endomegasporangy, integumentation, lagenostomy, in situ pollination, in situ fertilization, pollen tube formation, and siphonogamy (Tables 1, 2, Figs 1, 13). Current evidence suggests that the last five characters are confined to the seed‐plants.
The fossil record documents repeated evolution of heterosporous lineages from anisomorphic homosporous ancestors. However, interpretation is hindered by disarticulation of fossil sporophytes, the difficulty of relating conspecific but physically independent sporophyte and gametophyte generations in free‐sporing pteridophytes, the inability to directly observe ontogeny, and the rarity of preservation of transient and/or microscopic reproductive phenomena such as syngamy and siphonogamy. Unfortunately, the rarely preserved phenomena are often of far greater biological significance than corresponding readily preserved phenomena (e.g. heterospory versus dioicy, heterosporangy versus endospory).
In most fossils gametophyte gender can only be inferred by extrapolation from the morphology of the sporophyte and especially of the spores. This is readily achieved for species possessing high‐level heterospory, when the two spore genders have diverged greatly in size, morphology, ultrastructure and developmental behaviour. However, the earliest stages in the evolution of heterospory, which are most likely to be elucidated in the early fossil record of land‐plants, also show least sporogenetic divergence. It is particularly difficult to distinguish large microspores and small megaspores from the large isospores of some contemporaneous homosporous species (Figs 3–6 a, g). Heterospory is best identified in fossils by quantitative analysis of intrasporangial spore populations.
The spatial scale of the differential expression of megaspores and microspores varies from co‐occurrence in a single sporangium (anisospory) to different sporophytes (dioecy) (Figs 6–8). Studies of the relative positions of the two spore morphs on the sporophyte, and of developmentally anomalous terata (Fig. 9), demonstrate that gender is expressed epigenetically in both the sporophyte and gametophyte. Hormonal control operates via nutrient clines, with nutrient‐rich microenvironments favouring femaleness; megaspores and microspores compete for sporophytic resources. External environments can also influence gender, particularly in free‐living exosporic gametophytes.
The evolution of heterospory was highly iterative. The number of origins is best assessed via cladograms, but no current phylogeny includes sufficient relevant tracheophyte species. Also, several extant heterosporous species differ greatly ...