Based on known data sets and maximum entropy distribution data of fern and lycopod species registered in the Yucatán Peninsula, track and parsimony analyses were undertaken to evaluate the contribution of these groups to the establishment of biogeographical relationships of the peninsula with other areas. The resulting generalized tracks clearly agree with the geological origin of the peninsula and the previously recognized relationship with the Greater Antilles is not supported for ferns and lycopods. Instead, a Central American generalized track connects the Yucatán Peninsula with south‐eastern México and Central America. Floristically, the peninsula harbours 66 species of ferns and lycopods. Seven are registered for the first time in the Yucatán Peninsula and one is a new species for México. These species do not follow the latitudinal pattern expected if ecological factors, such as humidity and rainfall, were the most important in determining their distributions. Groups of areas recognized with parsimony analysis of endemicity could not be defined as provinces as a result of the lack of endemic species. Nevertheless, a regionalization scheme based on maximum entropy distribution data and supported by track analyses is proposed. Two separate districts are recognized within the Yucatán Peninsula: arid/dry Yucatán in the north and El Petén (humid) in the south. © 2009 The Linnean Society of London, Biological Journal of the Linnean Society, 2009, 98, 775–786.

An area of endemism is defined by the spatial congruence among two or more species with distributions that are limited by barriers. In this study, we explored and discussed the use of the network analysis method (NAM) and neighbor-joining (NJ) to analyze the areas of endemism of Quercus sect. Lobatae (red oak species) in Mexico and Central America. We compared the NAM and NJ with other methods commonly used in biogeographic studies to show the advantages of these new approaches and to identify the shortcomings of other approaches. The NAM used in this study is based on notions of centrality measures, such as betweenness. We incorporated the strength of the ties within the internal networks through p-cores and aggregate constraints in iterative analyses. The NAM based on betweenness is ideal for recognizing completely allopatric areas of endemism. The iterative NAMs increase the number of possible areas of endemism because they minimize the effect of minimal overlap, and the p-core is efficient at identifying the closest relationships among species in the cases in which betweenness is not informative. The number of areas of endemism increases when the sympatry matrix minimizes the dispersal effect and the sample effort is maximized, allowing the identification of the greatest number of these areas. The NJ method supports the idea that areas diverge among themselves in a differential way; the long branches correspond to zones with high speciation rates and complex histories (biotic and tectonic), and the short branches correspond to zones with low speciation rates and simple histories. In a classification scheme, NJ was capable of identifying the areas that are considered biotically complex because of their high speciation rates. The results obtained with the NAM and NJ showed that the physiographic regions of Mexico are not natural units and that many of them are composed of at least two different biotic components.

Red oaks are a useful model to identify areas for conservation based on species richness and endemism as a result of their wide geographic distribution and a high number of species. We evaluated and reformulated new reserves for red oaks that are also useful for the conservation of ecosystems associated with them.

Background: Analyzing interactions between vegetation and environmental factors at regional scales provide information for the understanding of species assemblages. Hypotheses: Environmental restrictions at higher elevations produce a decreasing species richness pattern along an elevational gradient and the climatic variables related to temperature and precipitation are the main filters of species distribution. Objectives: (1) To identify the different assemblages of tree species occurring in a biodiversity hotspot; (2) to analyze the pattern of tree species richness along an elevational gradient; and (3) to analyze the environmental filters that determine the species distribution. Study site: Serranías Meridionales of Jalisco in western Mexico. Period of study: 2016-2018. Methods: Thirty-three rectangular 0.1 ha plots were established for vegetation and environmental characterization. Cluster and canonical correspondence analyses were conducted to analyze tree species composition. We defined three groups of variables (climatic, relief and soil) to evaluate the influence of environmental filters. We used generalized linear models to assess the contribution of each group to the spatial variation in species richness. Results: A total of 63 tree species were recorded. The cluster analysis defined eight groups within three forest types. The species richness showed a hump-shaped pattern along the elevational gradient and the climatic and soil variables explained a considerable amount of variation in the species richness. Conclusions: The tree species richness in the Serranías Meridionales de Jalisco is dominated by a striking number of Pinus and Quercus species. This biodiversity hotspot is an important site for the understanding of tree ecological diversification in Mexico.

Oaks are a dominant woody plant genus in the northern hemisphere that occupy a wide range of habitats and are ecologically diverse. We implemented a functional trait approach that included nine functional traits related to leaves and stems in order to explain the species coexistence of 21 oak species along a water availability gradient in a temperate forest in Mexico. This particular forest is characterized as a biodiversity hotspot, with many oak species including some endemics. Our main aim was to investigate whether the different oak species had specific trait associations that allow them to coexist along an environmental gradient at regional scale. First, we explored trait covariation and determined the main functional dimensions in which oaks were segregated. Second, we explored how environmental variation has selected for restricted functional dimensions that shape oak distributions along the gradient, regardless of their leaf life span or phylogeny (section level). Third, we quantified the niche overlap between the oak functional spaces at different levels. The analyzed species showed three functional dimensions of trait variation: a primary axis related to the leaf economic spectrum, which corresponds to the segregation of the species according to leaf habit; a second axis that reflects the stem hydraulic properties and corresponds to species segregation followed by phylogenetic segregation, reflecting some degree of trait conservatism, and a third axis, represented mainly by leaf area and plant height, that corresponds to species segregation. Finally, our findings indicated that the functional space measured with leaf traits and stem traits such as hydraulic capacity was integrally linked to niche differentiation. This linkage suggests that the earliest mechanism of species segregation was related to habitat suitability and that the stem hydraulic trade-off reflects differences between phylogenetic sections; these traits may promote coexistence between distantly related oak species.