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Group 3: Plants reproducing by spores released directly from sporangia; flowers and seeds never formed (Lycophytes and Ferns)
1. Plant free-floating, raft-like, or stranded along shoreline or on drying mud2. Leaves 0.5–1.5 mm,alternate[each with a thick green or ± red-tinged floating1. Arranged singly, often spirally, along an axis - e.g., one leaf per node. 2. Occurring in different ranks, appearing to be between, not directly above or below, as 'stamens alternate petals'.
lobeand a thin, colorless submersed lobe]; upper surface of floating lobe1. A major expansion or bulge, such as on the margin of a leaf, sepal, or petal, or on the surface of an ovary. 2. The free tips of otherwise fused structures, such as sepals or petals; larger than teeth.
papillateor with short, inconspicuous hairs ..... AZOLLACEAE {G2}Pertaining to a surface (e.g., of a leaf, stigma, fruit) bearing small, rounded or conic protuberances (papillae).
2' Leaves 5–25 mm, appearingopposite[actually 2 floating leaves plus a 3rd submersed1. Arranged in pairs along an axis - e.g., two leaves per node. 2. Occurring in the same rank, directly above or below, as 'stamens opposite petals'. 3. Located directly across from.
leafdissected into root-like lobes]; upper surface of floating leaves conspicuously hairy ..... SALVINIACEAE {G2}Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
1' Plant anchored in soil or growing on another plant [if plant aquatic, rooted in bottom sediments]3. Leaveslinearor scale- or needle-like,Elongate, with nearly parallel sides; narrower than elliptic or oblong.
entireor toothed (sometimes divided into linearHaving margins that are continuous and smooth (i.e., without teeth, lobes, etc.).
lobesin Asplenium septentrionale); veins generally 0 or 1 (–few in Asplenium septentrionale)1. A major expansion or bulge, such as on the margin of a leaf, sepal, or petal, or on the surface of an ovary. 2. The free tips of otherwise fused structures, such as sepals or petals; larger than teeth.
4. Leavesbasal,At or near the base of a plant or plant part. Especially said of leaves clustered near the ground or of a placenta confined to the base of an ovary.
linearElongate, with nearly parallel sides; narrower than elliptic or oblong.
5. Sporangia in 1 or morelinearsori on abaxialElongate, with nearly parallel sides; narrower than elliptic or oblong.
leafface ..... ASPLENIACEAE (Asplenium septentrionale)Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
5' Sporangia underground, each embedded in adaxial face of widenedleafbase or several enclosed in hard, sphericOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
sporangiumcase near leaf baseIn non-seed plants, a case or sac in which spores are produced, and from which they are released.
6. Plant tufted, base corm-like; new leaveserect, never coiled;Upright; vertically oriented.
sporangiumsolitary, embedded in adaxial face of widenedIn non-seed plants, a case or sac in which spores are produced, and from which they are released.
leafbase, ± covered by a translucent membrane ..... ISOETACEAE {G2}Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
6' Plant creeping by rhizomes; new leaves ± coiled, unrolling as they develop; sporangia several, enclosed in short-stalked, hard case attached nearleafbase ..... MARSILEACEAE (Pilularia) {G2}Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
4' Leaves cauline, scale- or needle-like; sporangia in cone at tip of aerial shoot or in axils of distal leaves7. Stem hollow, jointed atnodes; leavesPosition on a stem from which one or more structures (especially leaves, buds, branches, or flowers) arise.
whorled, fused at base; sporangia several on undersides ofArranged in groups of three or more at nodes or positions along an axis (e.g., three leaves per node).
peltatestructures that are clustered in terminal cone ..... EQUISETACEAE {G2}With the stalk attached toward the middle, not at a margin, of a flat structure such as an indusium, scale, or leaf.
7' Stem solid, not jointed; leavesalternateor1. Arranged singly, often spirally, along an axis - e.g., one leaf per node. 2. Occurring in different ranks, appearing to be between, not directly above or below, as 'stamens alternate petals'.
opposite; sporangia in axils of distal scale-like leaves, the aggregation of fertile leaves sometimes cone-like1. Arranged in pairs along an axis - e.g., two leaves per node. 2. Occurring in the same rank, directly above or below, as 'stamens opposite petals'. 3. Located directly across from.
8. Fertile leaves not in well defined ranks, the aggregation appearing round when viewed along axis from tip; sporangia all of 1 kind, producing only 1 kind of spore ..... LYCOPODIACEAE8' Fertile leaves 4-ranked, the aggregation appearing square when viewed along axis from tip; sporangia of 2 kinds, some with 4 large spores and others with many small spores ..... SELAGINELLACEAE3' Leaves with well developed blades, notlinearor scale- or needle-like, often lobed or compound; veins manyElongate, with nearly parallel sides; narrower than elliptic or oblong.
9. Plant aquatic or in dried pools or creek beds;leafpalmately compound, leaflets 4; sporangia borne underground or underwater, enclosed in short-stalked, hard case attached nearOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
petiolebase ..... MARSILEACEAE (Marsilea) {G2}Leaf stalk, connecting leaf blade to stem; sometimes more or less indistinct.
9' Plant terrestrial or strongly emergent if in wet soil, or growing on another plant;leafOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
simpleor 1–4-pinnate, if compound, leaflets generally >> 4; sporangia borne on aerial portion of leafComposed of a single part; undivided; unbranched.
10. Leaf divided into dissimilar sterile (trophophore) and fertile (sporophore) parts; sterile part with anentireor 1–3-pinnateHaving margins that are continuous and smooth (i.e., without teeth, lobes, etc.).
blade; fertile part bladeless, sporangia borne in stalked cluster arising fromExpanded portion of a leaf, petal, or other structure, generally flat but sometimes rolled, cylindric, wavy, or cupped.
petioleor blade base; new leaves never coiled ..... OPHIOGLOSSACEAELeaf stalk, connecting leaf blade to stem; sometimes more or less indistinct.
10' Leaf not divided into dissimilar sterile and fertile parts; sporangia borne on underside ofleafOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
blade, sometimes near margin; new leaves generally coiled, unrolling as they developExpanded portion of a leaf, petal, or other structure, generally flat but sometimes rolled, cylindric, wavy, or cupped.
11. Leaves of 2 dissimilar kinds, the fertile (sporangium-bearing) blades with greatly narrowed segments12. Blade deeply pinnately lobed or 1-pinnate;leafgenerally > 30 cm ..... BLECHNACEAE (Struthiopteris)Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
12' Blade 2 or more ×pinnateor divided;Feather-like; pertaining to veins, lobes, leaflets, or other structures arranged in two dimensions (i.e., in one plane) along either side of an axis; a leaf is odd-pinnate if there is a terminal leaflet, even-pinnate if there is not, and either odd- or even-pinnate may be 1-pinnate (blade divided into primary leaflets), 2-pinnate (primary leaflets divided into secondary leaflets), 3-pinnate (secondary leaflets divided into tertiary leaflets), etc.
leaf<= 30 cm ..... PTERIDACEAE (4)Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
11' Leaves all alike or nearly so, the fertile [sporangium-bearing] blades very similar in size and shape to sterile blades13. Sori borne along or near margin ofleaf; indusia 0 or sori covered byOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
reflexedorAbruptly bent or curved downward or backward.
recurvedleaf margin or leaf margin segmentGradually curved downward or backward.
14. Pinnae allentireor minutely toothed ..... PTERIDACEAE (4)Having margins that are continuous and smooth (i.e., without teeth, lobes, etc.).
14' Pinnae [some or all of them] conspicuously toothed, lobed, or compound15. Rhizome and base ofpetiolecovered by hairs;Leaf stalk, connecting leaf blade to stem; sometimes more or less indistinct.
rhizomelong-creeping;1. In seed plants, stem that is often elongate, more or less horizontal, usually underground; distinguished from roots by bearing of leaves, leaf scars, axillary buds, etc. 2. In ferns, stem that is located underground, embedded in leaf litter, on rocks or in rock crevices, or on trees or tree branches, often scaly or hairy; distinguished from roots by bearing of fronds (roots rarely bear fronds), and their greater diameter.
leafoften > 80 cm, sometimes >= 2 m —Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
bladewidely triangular, 2–4-pinnate ..... DENNSTAEDTIACEAEExpanded portion of a leaf, petal, or other structure, generally flat but sometimes rolled, cylindric, wavy, or cupped.
15' Rhizome and base ofpetiolebearingLeaf stalk, connecting leaf blade to stem; sometimes more or less indistinct.
lineartoElongate, with nearly parallel sides; narrower than elliptic or oblong.
ovatescales;Egg-shaped (i.e., widest below the middle) in two dimensions (i.e., in one plane), as a leaf.
rhizomeshort and compact to long-creeping;1. In seed plants, stem that is often elongate, more or less horizontal, usually underground; distinguished from roots by bearing of leaves, leaf scars, axillary buds, etc. 2. In ferns, stem that is located underground, embedded in leaf litter, on rocks or in rock crevices, or on trees or tree branches, often scaly or hairy; distinguished from roots by bearing of fronds (roots rarely bear fronds), and their greater diameter.
leafgenerally < 80 cm, often much shorter ..... PTERIDACEAE (4)Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
13' Sori borne away from margin on underside ofleaforOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
leaflet, or sporangia scattered along veins and not clustered into sori; indusia present or 0A leaf-like unit of a compound leaf; distinguished from a leaf by the absence in its axil of a bud, branch, thorn, or flower; lacking lateral, basal appendages (stipules); either simple (leaf 1-compound, with primary leaflets) or compound (leaf 2-compound, with primary and secondary leaflets; 3-compound, with primary, secondary, and tertiary leaflets, etc).
16. Sporangia scattered along veins, not clustered into distinct sori; indusia 0 ..... PTERIDACEAE (4)16' Sporangia clustered in distinct sori; indusia sometimes present17. Indusia 0
18' Blade 2–3-pinnate19. Trunk present;leaf>= 1 m; stipe not easily crushed,Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
scalemargin with bristle-like teeth ..... CYATHEACEAE1. Wide, appressed, membranous, epidermal outgrowth (e.g., Cheilanthes covillei) 2. Structure partially or entirely covering an over-wintering bud (bud scale) (e.g., Salix goodingii bud). 3. In gymnosperms, a woody, seed-bearing structure attached to the cone axis (cone scale) (e.g., Abies magnifica). 4. In Asteraceae, a flat, membranous pappus element (e.g., Hymenoxys hoopesii). Leaves or bracts may be scale-like in one or more of the preceding ways.
19' Trunk 0;leaf< 1 m; stipe easily crushed,Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
scalemargin ±1. Wide, appressed, membranous, epidermal outgrowth (e.g., Cheilanthes covillei) 2. Structure partially or entirely covering an over-wintering bud (bud scale) (e.g., Salix goodingii bud). 3. In gymnosperms, a woody, seed-bearing structure attached to the cone axis (cone scale) (e.g., Abies magnifica). 4. In Asteraceae, a flat, membranous pappus element (e.g., Hymenoxys hoopesii). Leaves or bracts may be scale-like in one or more of the preceding ways.
entire, without bristle-like teeth ..... ATHYRIACEAE (Athyrium distentifolium var. americanum)Having margins that are continuous and smooth (i.e., without teeth, lobes, etc.).
17' Indusia present20. SorilineartoElongate, with nearly parallel sides; narrower than elliptic or oblong.
oblongor J-shapedLonger than wide, with nearly parallel sides; wider than linear.
21. Veins ofleafsegment forming a network; sori generally 2–4 mm, linear-oblong, end-to-end in rows parallel to midvein of leaf segment — leaves 1Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
pinnatewith deeply pinnately lobed pinnae ..... BLECHNACEAE (Woodwardia)Feather-like; pertaining to veins, lobes, leaflets, or other structures arranged in two dimensions (i.e., in one plane) along either side of an axis; a leaf is odd-pinnate if there is a terminal leaflet, even-pinnate if there is not, and either odd- or even-pinnate may be 1-pinnate (blade divided into primary leaflets), 2-pinnate (primary leaflets divided into secondary leaflets), 3-pinnate (secondary leaflets divided into tertiary leaflets), etc.
21' Veins ofleafsegment free, minor veins extending to segment margin without rejoining; sori 0.5–15 mm,Organ arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
linear,Elongate, with nearly parallel sides; narrower than elliptic or oblong.
oblong, J-shaped, orLonger than wide, with nearly parallel sides; wider than linear.
reniform, not end-to-end in rows parallel to midvein of leaf segmentKidney-shaped; often pertaining to a leaf in which the blade base on both sides of the petiole is rounded and concave.
22. Leaf 3–30 cm, 1-pinnate with pinnae < 1.5 cm orleafOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
simple,Composed of a single part; undivided; unbranched.
linear, undivided orElongate, with nearly parallel sides; narrower than elliptic or oblong.
forked..... ASPLENIACEAEPertaining to a hair or other structure that branches into two parts.
22' Leaf 20–200 cm, 1–2pinnatewith pinnae generally 5–25 cm, toothed or pinnately lobed ..... ATHYRIACEAE (Athyrium filix-femina var. cyclosorum)Feather-like; pertaining to veins, lobes, leaflets, or other structures arranged in two dimensions (i.e., in one plane) along either side of an axis; a leaf is odd-pinnate if there is a terminal leaflet, even-pinnate if there is not, and either odd- or even-pinnate may be 1-pinnate (blade divided into primary leaflets), 2-pinnate (primary leaflets divided into secondary leaflets), 3-pinnate (secondary leaflets divided into tertiary leaflets), etc.
20' Sori ± round
23' Blade without needle-like hairs24. Indusiumpeltateor round-reniform, attached ± in center ofWith the stalk attached toward the middle, not at a margin, of a flat structure such as an indusium, scale, or leaf.
sorus, generally present and readily observable in late-season specimens ..... DRYOPTERIDACEAEIn many ferns, a distinct cluster of sporangia.
24' Indusium attached to one side ofsorus(hood-like) or attached beneath sorus and often of hair- or scale-like fragments orIn many ferns, a distinct cluster of sporangia.
lobes, generally delicate, often difficult to observe in late-season specimens1. A major expansion or bulge, such as on the margin of a leaf, sepal, or petal, or on the surface of an ovary. 2. The free tips of otherwise fused structures, such as sepals or petals; larger than teeth.
25. Indusium attached to one side ofsorusand arching over it, hood-like; veins not expanded at tip, extending toIn many ferns, a distinct cluster of sporangia.
leafmargin ..... CYSTOPTERIDACEAEOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).
25' Indusium of hair- or strap-like segments reaching oversorusfrom below; veins expanded at tip, ending beforeIn many ferns, a distinct cluster of sporangia.
leafmargin ..... WOODSIACEAEOrgan arising from a stem, generally composed of a stalk (petiole) and a flat, expanded, green, photosynthetic area (blade); distinguished from a leaflet by the presence in its axil of a bud, branch, thorn, or flower; sometimes with lateral, basal appendages (stipules); either simple (toothed, lobed, or dissected but not divided into leaflets) or compound (divided into leaflets).