California sword fern

Aspidium californicum D. C. Eaton, Proc. Amer. Acad. Arts 6: 555. 1865; Polystichum aculeatum (Linnaeus) Roth var. californicum (D. C. Eaton) Jepson

Stems erect or ascending. Leaves monomorphic, arching or erect, 2--8 dm; bulblets absent. Petiole 1/5--1/3 length of leaf; scales light brown, abruptly diminishing in size distally, falling off early distally. Blade lanceolate to linear-lanceolate, 1-pinnate-pinnatifid, base slightly narrowed. Pinnae oblong to lanceolate to falcate, shallowly to deeply divided, pinnae overlapping or not, in 1 plane, 2--10 cm; base oblique, acroscopic auricle lobed; margins not incised to costae, serrulate-spiny with teeth ascending; apex acute-attenuate, subapical and apical teeth same size (southern form) or obtuse and cuspidate with subapical teeth smaller than apical teeth (northern form); microscales filiform, dense abaxially, sparse adaxially. Indusia ciliate. Spores brown. 2 n = 164.

On forest floor in southern part of range and in rock crevices at cliff bottoms (most commonly andesite) to north; 100--850 m; B.C.; Calif., Oreg., Wash.

Polystichum californicum is restricted to the Coast Ranges and the Sierra-Cascade axis. It is most abundant in the Coast Range north of San Francisco.

Polystichum californicum is an allopolyploid, the evolutionary roots of which include P . dudleyi as the 2-pinnate ancestor. Morphologic and ecological data indicate P . imbricans is ancestor to the northern forms and P . munitum is ancestor to southern forms, suggesting P . californicum is an amalgam of interfertile tetraploids with polyphyletic origins (D. H. Wagner 1979). Cytological analysis corroborates this (A. D. Callan 1972; W. H. Wagner Jr. 1973), but chloroplast DNA studies have detected only the involvement of P . imbricans in the ancestry of P . californicum (P. S. Soltis et al. 1991).

The more xeric, rock-inhabiting members of the complex (showing the parental influence of P . imbricans ) occupy the northern half of the range whereas plants of more mesic habitats are found to the south. Hybrids with both P . dudleyi and P . munitum are found frequently, because these three species are often sympatric (W. H. Wagner 1973). The hybrid with P . dudleyi (a triploid) will key to that species. The hybrid with P . munitum resembles a less-incised form of P . californicum with aborted sporangia. Polystichum californicum × imbricans has been found only once, in Oregon (A. D. Callan 1972). Another hybrid that will key here, based on its overall appearance, is P . munitum × scopulinum . It lacks filiform microscales and also has malformed sporangia. Such a specimen was the basis of the report of Polystichum californicum in eastern Washington (C. L. Hitchcock et al. 1955--1969, vol. 1). The sterile diploid hybrid between P . dudleyi and P . munitum is indistinguishable from P . californicum except for aborted sporangia and chromosome number (W. H. Wagner Jr. 1973).