ORIGINALARTICLE
Biogeographical evidence for commonvicariance and rare dispersal in asouthern Appalachian harvestman(Sabaconidae Sabacon cavicolens)Marshal Hedin1 and Maureen McCormack12
1Department of Biology San Diego State
University San Diego CA 92182-4614 USA2Wisconsin State Lab of Hygiene University
of Wisconsin-Madison Madison WI 53706
USA
Correspondence Marshal Hedin Department
of Biology San Diego State University San
Diego CA 92182-4614 USA
E-mail mhedinmailsdsuedu
ABSTRACT
Aim Species or higher taxa that are obviously dispersal-limited but which
occupy large geographical distributions represent a biogeographical paradox
Dispersal must have happened likely under special and infrequent environ-
mental conditions but details have been lost to history The overarching goal
of our research is to understand the details of a lsquocommon vicariance rare dis-
persalrsquo biogeographical history in a widespread but habitat-specialized harvest-
man species (Sabacon cavicolens) with a southern Appalachian centre of
distribution
Location Eastern North America southern Appalachians
Methods We assessed cryptic speciation using mitochondrial and nuclear gene
DNA sequence data testing alternative delimitation hypotheses using multi-
species coalescent analyses We also tested whether riverine barriers are associ-
ated with mitochondrial genealogical structuring focusing on multiple rivers in
the southern Blue Ridge physiographical province Finally we conducted popu-
lation genetic analyses to assess female-based range expansion out of the south-
ern Blue Ridge
Results Genetic analyses suggest a large number of species-level lineages
within S cavicolens although we prefer a more conservative three-species
hypothesis These putative species are geographically cohesive and allopatric
(Ozarks Cumberland Plateau southern Blue Ridge) with the Blue Ridge spe-
cies including multiple divergent mitochondrial haplogroups Several genealogi-
cal breaks in the Blue Ridge species coincide with riverine barriers separating
mostly allopatric mitochondrial lineages Contrasting with evidence for con-
strained gene flow and vicariance two Blue Ridge haplogroups reveal extensive
range expansion both northwards and westwards resulting in the widespread
distribution of closely related haplotypes and occasional sympatry of dispersive
haplotypes
Main Conclusions Hidden beneath the apparently widespread distribution of
a single species is a history of old vicariance separating geographically disjunct
cryptic species How these lineages came to occupy such disparate geographies
is illustrated by dynamics within the Blue Ridge species where both in situ
vicariance and long-distance dispersal have shaped a lsquocommon vicariance rare
dispersalrsquo biogeographical history
Keywords
competitive exclusion cryptic species glacial refugia long-distance dispersal
riverine barrier short-range endemism
ordf 2017 John Wiley amp Sons Ltd httpwileyonlinelibrarycomjournaljbi 1665doi101111jbi12973
Journal of Biogeography (J Biogeogr) (2017) 44 1665ndash1678
INTRODUCTION
Short-range endemic (SRE) taxa defined as species or
higher taxa with naturally small geographical distributions
(Harvey 2002 Harvey et al 2011 Keith amp Hedin 2012)
present a biogeographical paradox SRE taxa are often dis-
tributed as arrays of parapatric or allopatric taxa consis-
tent with a biogeographical history dominated by low
dispersal and vicariance However the larger encompassing
geographical distribution of such allo- or parapatric arrays
implies some level of dispersal during the history of the
lineage (eg Garcıa-Vazquez amp Ribera 2016) An illustra-
tive example is the North American spider genus Hypochi-
lus with five species in the southern Appalachians two
species in the southern Rockies and three species in mon-
tane California All Hypochilus species are habitat-specia-
lized short-range endemics where allopatry prevails even
within montane regions (Hedin 2001) Moreover available
genetic data for individual species suggests extreme popula-
tion genetic fragmentation (Hedin amp Wood 2002 Keith amp
Hedin 2012) Overall vicariance clearly dominates the his-
tory of this SRE taxon But how do we explain the overall
larger geographical distribution in California or in Appala-
chia or in North America Biogeographers are left to infer
historical dispersal based on indirect evidence sometimes
despite a complete lack of evidence for modern-day dis-
persal abilities in such taxa This is a problem with
ancient and rare dispersal ndash dispersal must have happened
likely under special environmental conditions but details
have been lost to history
Biogeographical patterns observed in the harvestman
genus Sabacon seem consistent with a history dominated by
vicariance with occasional rare dispersal Sabacon includes
over 50 described species known from disjunct geographical
centres in the Northern Hemisphere (North America west-
ern Europe eastern Siberia Nepal Korea and Japan see
Scheuroonhofer et al 2013 Martens 2015) Sabacon prefer
moist cool microhabitats in habitats such as caves upland
forests under rocks or woody debris and under rocks near
streams (summarized in Scheuroonhofer et al 2013) It appears
that physiological constraints to cryophilic microhabitats
restrict gene flow and higher level phylogenetic results are
consistent with this assertion Larger phylogenetic clades
correspond to geographical centres of endemism on differ-
ent continents each of these centres with arrays of closely
related SRE taxa occurring in allopatry or parapatry How-
ever interwoven in this vicariance-dominated history is evi-
dence for rare long-distance dispersal Because harvestmen
are not known to be phoretic (Giribet amp Sharma 2015)
this dispersal must have occurred via intrinsic short-range
movements over hundreds or thousands of generations In
Sabacon an apparent pulse of trans-continental dispersal
events is temporally coincident with special environmental
conditions of the lsquoicehousersquo Eocene-Oligocene transition
(Ivany et al 2000 Scheuroonhofer et al 2013) These ancient
dispersal events occurred in multiple lineages and are
inferred based on the combination of geographical distribu-
tion time-calibrated phylogenies and algorithmic biogeo-
graphical analyses that indirectly imply dispersal
(Scheuroonhofer et al 2013)
This paper focuses on a single wide-ranging Sabacon
species (S cavicolens Packard 1884) from the eastern Uni-
ted States This taxon is related to species from southern
Europe with the lineage that ultimately led to S cavicolens
hypothesized to have dispersed to eastern North America
near the Eocene-Oligocene transition (Scheuroonhofer et al
2013) Sabacon cavicolens occurs most commonly in moist
rocky habitats in the richly forested mountains of the
southern Appalachians but also includes more northern
populations in previously glaciated regions (eg Wisconsin
Michigan Maine etc) and disjunct populations in the
Ozark highlands (Fig 1 Shear 1975) We hypothesize that
S cavicolens displays a lsquocommon vicariance rare dispersalrsquo
biogeographical history and as such represents a micro-
cosm of biogeographical patterns observed more broadly
within Sabacon However because the timeframe is more
recent inferred patterns provide more direct and thus
more powerful evidence for biogeographical processes For
example intraspecific phylogeographic data can be used to
more directly infer demographic expansion events such
demographic information is lost in comparisons at deeper
phylogenetic levels
Geographical fragmentation has promoted SRE specia-
tion in many terrestrial lineages that occupy the mountains
of the southern Appalachians Vertebrate examples are
numerous in salamanders (eg Weisrock amp Larson 2006
Kozak amp Wiens 2010 Herman amp Bouzat 2016) whereas
arthropod examples include other harvestmen (Thomas amp
Hedin 2008 Hedin amp Thomas 2010) spiders (Hedin
1997 2001 Hendrixson amp Bond 2005 Keith amp Hedin
2012 Hedin et al 2015) and others Also intraspecific
phylogeographical fragmentation is evident within more
wide-ranging species with many taxa including divergent
populations on distinct massifs separated by lowland river-
ine barriers For example a conspicuous lowland riverine
barrier is the Asheville Basin which includes the French
Broad River This relatively dry lowland is unsuitable for
habitat-specialized upland species and many phylogenetic
and phylogeographic studies have implicated this barrier
(eg Thomas amp Hedin 2008 Kozak amp Wiens 2010 Hedin
et al 2015) More generally Thomas amp Hedin (2008)
hypothesized that multiple riverine barriers in the southern
Blue Ridge physiographical province may act to promote
divergence a pattern also seen in salamanders (Herman amp
Bouzat 2016)
Climatic stability through time and in particular a lack of
glaciation in the southernmost mountains during the Pleis-
tocene has also promoted high diversity in the southern
Blue Ridge However many lineages have ultimately
expanded out of these refugial mountains (reviewed in Soltis
et al 2006 Herman amp Bouzat 2016) with genetic studies
revealing patterns consistent with post-glacial range
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1666
M Hedin and M McCormack
expansion from a southern Appalachian centre of distribu-
tion These expansion events involve lineages that have
rapidly dispersed northwards to previously glaciated regions
but there is also evidence for expansion westwards and even
southwards (Walker et al 2009 Emerson et al 2010
Herman amp Bouzat 2016)
The research presented here addresses three primary
questions Based on a three-gene concatenated analysis for
a limited sample Scheuroonhofer et al (2013) suggested that S
cavicolens includes multiple cryptic species We use a larger
specimen sample with mitochondrial and five nuclear genes
to formally assess cryptic speciation testing alternative
delimitation hypotheses using multispecies coalescent
(MSC) analyses Finding cryptic species would indicate
more regional endemism than the current single-species
taxonomy implies Second we use a dense geographical
sample from the southern Blue Ridge to explicitly test
whether riverine barriers have resulted in phylogeographical
fragmentation in Sabacon Finally we seek evidence for
range expansion from the southern Blue Ridge Overall our
goal is to understand the details of a lsquocommon vicariance
rare dispersalrsquo biogeographical history at relatively shallow
time-scales
MATERIALS AND METHODS
Taxon sampling and sequence data collection
Specimens were hand-collected or collected with an aspira-
tor from under rocks and woody debris typically along
streams Specimens destined for molecular work were pre-
served in 100 EtOH and stored at 80 degC Genomic
DNA was extracted from leg tissues using the Qiagen
DNeasy kit per manufacturerrsquos instructions the remaining
specimen was retained as a voucher in the SDSU Terres-
trial Arthropods collection The complete sample includes
168 specimens from 88 locations with denser sampling in
the southern Blue Ridge (Fig 1 see Appendix S1 in Sup-
porting Information) The sample covers the known south-
ern western and north-eastern distributional limits of S
cavicolens but lacks north-western samples (eg Michigan
Wisconsin etc Shear 1975)
Figure 1 Map of sampled locations for Sabacon cavicolens Upper left inset shows overall geographical sample highlighting distributionsfor Ozarks Cumberland and southern Blue Ridge genetic clades Main map shows sample locations for mitochondrial subclades within
southern Blue Ridge Sabacon Numbers correspond to geographical locations as in Appendix S1 Circled numbers correspond to siteswith Clinch Mountain-Bullpen syntopy site 74 (square box) includes Clinch Mountain-Cumberland syntopy Approximate location of
relevant regional rivers shown [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1667
Biogeographical history of Appalachian Sabacon
Mitochondrial gene tree and species discovery
analyses
Mitochondrial cytochrome oxidase I (COI) sequences were
generated for the complete specimen sample using PCR pri-
mers and conditions summarized in Appendix S2 A single
COI sequence was also extracted from a transcriptome (see
Appendix S2) Twelve ingroup COI sequences were previ-
ously reported (Scheuroonhofer et al 2013) PCR products were
purified via polyethylene glycol (PEG) precipitation and
Sanger sequenced at the SDSU Microchemical Core Facility
Sequence contigs were assembled and edited using
Sequencher 45 (Gene Codes Corporation Ann Arbor MI
USA) and manually aligned using Geneious Pro 717
(httpwwwgeneiouscom Kearse et al 2012)
A mitochondrial gene tree was reconstructed using maxi-
mum likelihood implemented in the RAxML_GUI
(Stamatakis 2006 2014 Silvestro amp Michalak 2012) Analy-
ses included a thorough bootstrap analysis (1000 bootstrap
replicates) followed by multiple inferences (100) on align-
ments Sequences were partitioned by codon with a
GTR_Gamma model applied to each partition Mitochon-
drial trees were rooted using sequences from the Ozarks lin-
eage following the root placement of Scheuroonhofer et al
(2013) based on Bayesian analyses of concatenated nuclear
and mitochondrial data The mitochondrial RAxML gene
tree was used as input in bPTP species delimitation analyses
implemented on the bPTP server (httpspeciesh-itsorgptp
Zhang et al 2013) PTP implements a model assuming
gene tree branch lengths generated by two independent Pois-
son process classes (within- and among-species substitution
events) to delimit putative species bPTP analyses were run
for 100000 Markov chain Monte Carlo (MCMC) genera-
tions with a thinning of 100 and burn-in of 01
Nuclear species validation analyses
RAxML and bPTP analyses reveal multiple highly divergent
COI lineages perhaps corresponding to cryptic species (see
Results also Scheuroonhofer et al 2013) To further assess this
possibility we subsampled 20 individuals from 19 locations
generating Sanger sequence data for five nuclear genes (see
Appendix S1) These data were supplemented with transcrip-
tome data from a single sample (see Appendix S2) Nuclear
genes included ribosomal 28S and elongation factor one-
alpha (EF1-a) exon used previously in species-level harvest-
man studies (eg Derkarabetian et al 2011 Scheuroonhofer
et al 2013) plus three novel nuclear genes generated from
comparisons of Sabacon transcriptomes (Table 1 see
Appendix S2) PCR conditions and primers are summarized
in Appendix S2 PCR products were purified via PEG precip-
itation or Millipore plates and Sanger sequenced at SDSU or
Macrogen USA All matrices were assembled edited and
aligned manually in Geneious EF1-a data from four indi-
viduals included a single heterozygous site per sequence
which were phased manually Heterozygous nuclear
sequences for the three novel nuclear genes were bioinfor-
matically phased to alleles using the software program Phase
211 (Stephens et al 2001 Stephens amp Donnelly 2003)
SeqPhase (Flot 2010) was first used to convert matrices for
input into Phase with Phase analyses then conducted using
default settings (phase threshold = 90 100 iterations thin-
ning interval = 1 burn-in = 100)
To summarize overall patterns of nuclear gene divergence
a NeighborNet network was constructed in SplitsTree4
(Huson amp Bryant 2006) This network was based on multi-
genic nuclear genetic distances among individuals calculated
using Pofad 105 (Joly amp Bruneau 2006) Pofad analyses
were conducted using both standardized (all individual
matrices given the same weight) and non-standardized matri-
ces (more variable matrices with greater weight) individual
gene distance matrices were calculated using Kimura 2-para-
meter (K2P) distances in mega 606 (Tamura et al 2013)
Bayes factor delimitation (BFD Grummer et al 2014)
was used to statistically distinguish among alternative species
delimitation models This method compares the marginal
likelihoods of competing hypotheses (eg species tree models
with sequences assigned to differing numbers of lineages)
and chooses the model that best explains the data based on
calculation of BFs (Grummer et al 2014) Following COI
bPTP and nuclear Pofad results Sabacon lineages were split
or combined to represent three alternative species
Table 1 Eastern Sabacon gene data
Primer combo
name
Aligned lengthno
sequences
Substitution
model PI sites Nucleotide diversity Annotation
COI 954168 266 0081
28S 114917 HKY+I+G 17 0006
EF1-a 66621 K80+I 18 0010
SAB A1_A2 55131 K80+I 18 0008 Homologous to Ixodes protein ISCW001223
Mid1-interacting protein
SAB A9_A10 77729 K80+I 26 0008 Homologous to Ixodes protein ISCW005133
Zinc finger protein
SAB B5_B6 50427 K80+I 47 0028 Homologous to Ixodes protein ISCW010225
Conserved hypothetical protein
Note Parsimony informative sites and nucleotide diversity values calculated using mega (Tamura et al 2013)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1668
M Hedin and M McCormack
delimitation hypotheses (Table 2) A beast species tree (in-
ferred using beast 182 Drummond et al 2012) was esti-
mated for each alternative hypothesis using nuclear only
matrices without outgroups beast analyses were per-
formed using 10 million generations with data saved every
1000 generations the first 20 of each run was discarded as
burn-in For each hypothesis three beast replicates were
conducted to ensure convergence further assessed using
effective sample size (ESS) values with Tracer 16 (Rambaut
et al 2014) Substitution models were chosen with Parti-
tionFinder 111 (Lanfear et al 2012) using linked branch
lengths beast models of molecular evolution BIC model
selection and greedy searches (Table 1) Because almost all
nucleotide variation occurred at third positions for nuclear
protein coding genes a single model was applied to each
gene Marginal likelihoods were estimated using path-sam-
pling (PS Lartillot amp Philippe 2006) and stepping-stone (SS
Xie et al 2011) methods with 100 path steps a chain length
of 100000 generations and likelihoods saved every 100 gen-
erations Marginal likelihood estimates (MLE) were averaged
across replicate runs to generate a single PS and SS value for
each hypothesis Bayes factors were calculated by taking the
difference between the log of the best MLE and the log of
other MLEs and multiplying each result by two [ie
2 9 (lnHypA lnHypB)] Following Kass amp Raftery
(1995) BF values exceeding 10 were considered as lsquodecisiversquo
support for a hypothesis
Test for riverine barriers
The significance of mitochondrial phylogeographical breaks
across modern-day riverine barriers was tested using partial
Mantel tests (eg Kozak et al 2006 Lemmon et al 2007)
Based on COI gene tree patterns four analyses were con-
ducted to examine the relationship between genetic (patris-
tic) distance and putative barriers (Little Tennessee
Tuckaseegee French Broad Table 3) while controlling for
geographical distance Using a randomly sampled single hap-
lotype per geographical location phylogenetic patristic dis-
tances were calculated from a COI RAxML tree using the
lsquoadephylorsquopackage (Jombart amp Dray 2008) in R (2014) For
each test a binary river barrier response matrix was assem-
bled with locations on the same versus opposite sides of a
potential barrier scored as 0 versus 1 respectively (see
Table 3) Geographical distance matrices were calculated
using the Geographic Distance Matrix Generator (http
biodiversityinformaticsamnhorgopen_sourcegdmg) Partial
mantel tests were calculated using the lsquoveganrsquo package (Oksa-
nen et al 2015) in R using 10000 permutations to evaluate
significance
Range expansion of mitochondrial subclades
Standard nucleotide summary statistics were calculated for
southern Blue Ridge COI subclades (see Results) including
intra- and intergroup K2P distances number of haplotypes
(h) number of segregating sites (S) and nucleotide diversity
(p) All values were calculated in mega (Tamura et al
2013) Tajimarsquos D (Tajima 1989) and Fursquos Fs (Fu 1997)
were used to detect deviations from demographic equilib-
rium where an excess of low-frequency polymorphisms (cor-
responding to negative values) indicates demographic
expansion (or non-neutral molecular evolution) Significance
was assessed in Arlequin 3522 (Excoffier amp Lischer 2010)
using 50000 coalescent simulations Mismatch distributions
were used to test for spatial expansion (Excoffier 2004
Table 2 Alternative species delimitation hypotheses tested using BFD
Hypothesis Distinct species (total in parentheses)
Average marginal likelihoods
(path samplingstepping stone) Motivation
H1 Ozarks Cumberland Chunky Gal_1
Chunky Gal_2 Joyce Kilmer
northern Georgia Bullpen
Clinch Mountain (8)
70176970191 COI RaxML clades + conservative
interpretation of bPTP
H2 Ozarks Cumberland southern Montane (3) 703605703737 Conservative COI RaxML nuclear POFAD
H3 Ozarks Appalachians (2) 708749708915 Conservative biogeographical hypothesis
Table 3 Results of partial Mantel tests for riverine barriers
CladeBarrier R P-value Details
Within Joyce Kilmer ndash role of little Tennessee 01937 00278 Populations 8ndash20 vs 21ndash25 on opposite sides of barrier
Within Bullpen ndash role of Tuckaseegee 09237 00001 Populations (26 27 31 32) vs (28ndash30 33ndash43) on opposite sides of barrier
BullpenJoyce Kilmer ndash role of little Tennessee 03044 00001 Populations 8ndash20 vs 21ndash43 on opposite sides of barrier
BullpenClinch ndash role of French Broad 08208 00001 Populations (26ndash28 31ndash43) vs (29 30 46ndash80) on opposite sides of barrier
Notes See Fig 1 for map of locations All tests involving Bullpen Clade excluded populations 44ndash50 part of lsquoBullpen expansion cladersquo (ie not
found in southern Blue Ridge)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1669
Biogeographical history of Appalachian Sabacon
Excoffier amp Lischer 2010) considering both sum of
squared deviations (SSD) statistics and the raggedness
index (Harpending 1994) with statistical significance
assessed in Arlequin based on parametric bootstraps
(99000 replicates)
Bayesian skyline plots (BSPs) were also used to detect
changes in effective population size potentially associated
with range expansion (Ho amp Shapiro 2011) These analyses
were conducted using beast 183 (Drummond et al 2012)
focusing on three well-sampled Blue Ridge COI subclades
(see Results) Models of molecular evolution were chosen
using PartitionFinder beast analyses were conducted
using a lognormal uncorrelated relaxed clock model piece-
wise-constant Coalescent Bayesian Skyline tree prior (Drum-
mond et al 2005) with MCMC chain lengths (gt 20
million) set to achieve high ESS values A COI clock rate was
specified based on a well calibrated arthropod rate using a
normal prior with a ucldmean of 00178 00019 (Papado-
poulou et al 2010 Table 4) This mitochondrial rate has
provided realistic divergence time estimates in other harvest-
men (DiDomenico amp Hedin 2016) but we acknowledge the
caveats involved in applying a universal rate in this particular
system All beast analyses were replicated to insure consis-
tent results
RESULTS
Unique mitochondrial sequences and unphased nuclear DNA
sequences have been submitted to GenBank (see
Appendix S1) Sequence lengths number of parsimony infor-
mative sites sequence evolution models and diversity statis-
tics are summarized in Table 1
Mitochondrial clades
Three primary geographical clades are recovered in COI
RAxML analyses (Figs 1 amp 2) These include an Ozarks
clade a Cumberland Plateau clade (including a location near
the type locality of S cavicolens) and a broadly distributed
southern Blue Ridge clade with an apparent centre of diversi-
fication in the Blue Ridge of the southern Appalachians
Four subclades are found within the southern Blue Ridge
clade informally named Clinch Mountain northern Georgia
Joyce Kilmer and Bullpen (Figs 1ndash3) pairwise average K2P
distances among these subclades are relatively high ranging
from 6 to 13 (Table 4) Sequences from two additional
southern populations form a grade that we refer to as
Chunky Gal Within the southern Blue Ridge clade geo-
graphically adjacent Joyce Kilmer and Bullpen are COI sister
clades occupying the intermediate geographical region
between disjunct northern Georgia and Clinch Mountain
clades (Fig 1)
Nuclear evidence for cryptic species
Mitochondrial bPTP analyses suggest up to twelve putative
cryptic species within S cavicolens (Figs 2 amp 3) These corre-
spond to the primary clades and subclades outlined above
some of which are further split in bPTP analyses (eg each
Chunky Gal branch corresponds to a putative species etc
Figs 2 amp 3) This high number of distinct mitochondrial lin-
eages is not reflected in the nuclear standardized-distances
Pofad results which more conservatively indicate three
groups congruent with three primary mitochondrial clades
(Ozarks Cumberland Plateau southern Blue Ridge Fig 4a)
Pofad results using non-standardized distances are similar
(not shown) Individuals from different southern Blue Ridge
mitochondrial subclades do not form distinct clusters in
nuclear Pofad networks (Fig 4a)
Three alternative hypotheses were tested with nuclear-only
matrices using BFD (Table 2) Average marginal likelihood
values are highest for the eight species model using both PS
and SS methods with BF values indicating lsquodecisiversquo support
over alternative three-species and two-species hypotheses
(Table 2) Likewise BF values indicate lsquodecisiversquo support for a
three-species hypothesis over the two-species hypothesis
Because the three-species hypothesis is clearly supported by
independent analyses (Figs 2 amp 4a) we prefer this more con-
servative hypothesis the beast tree corresponding to this
result is shown in Fig 4b An argument as to why BFD might
potentially over-split lineages is presented in the Discussion
Riverine barriers
Several genealogical breaks both within and among southern
Blue Ridge COI subclades suggest a possible role for rivers as
Table 4 Nucleotide summary statistics for Blue Ridge COI subclades
COI subclade noGA CG JK CM BP n S p
Northern Georgia 0005 ndash ndash ndash ndash 10 12 00045
Chunky Gal 0112 003 ndash ndash ndash 4 47 00288
Joyce Kilmer 0131 006 0015 ndash ndash 32 57 00144
Clinch Mountain 0082 0117 0128 0028 ndash 61 120 00269
Bullpen 0134 0069 0076 0125 0018 54 91 00177
Bullpen expansion ndash ndash ndash ndash ndash 9 33 00115
Notes Number of base substitutions per site averaged over all sequence pairs within groups (on diagonal italics) and between groups (lower tri-
angle) conducted using K2P model Chunky Gal populations treated as a clade n = Number of sequences S = segregating sites p = nucleotide
diversity All values calculated in mega
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1670
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
INTRODUCTION
Short-range endemic (SRE) taxa defined as species or
higher taxa with naturally small geographical distributions
(Harvey 2002 Harvey et al 2011 Keith amp Hedin 2012)
present a biogeographical paradox SRE taxa are often dis-
tributed as arrays of parapatric or allopatric taxa consis-
tent with a biogeographical history dominated by low
dispersal and vicariance However the larger encompassing
geographical distribution of such allo- or parapatric arrays
implies some level of dispersal during the history of the
lineage (eg Garcıa-Vazquez amp Ribera 2016) An illustra-
tive example is the North American spider genus Hypochi-
lus with five species in the southern Appalachians two
species in the southern Rockies and three species in mon-
tane California All Hypochilus species are habitat-specia-
lized short-range endemics where allopatry prevails even
within montane regions (Hedin 2001) Moreover available
genetic data for individual species suggests extreme popula-
tion genetic fragmentation (Hedin amp Wood 2002 Keith amp
Hedin 2012) Overall vicariance clearly dominates the his-
tory of this SRE taxon But how do we explain the overall
larger geographical distribution in California or in Appala-
chia or in North America Biogeographers are left to infer
historical dispersal based on indirect evidence sometimes
despite a complete lack of evidence for modern-day dis-
persal abilities in such taxa This is a problem with
ancient and rare dispersal ndash dispersal must have happened
likely under special environmental conditions but details
have been lost to history
Biogeographical patterns observed in the harvestman
genus Sabacon seem consistent with a history dominated by
vicariance with occasional rare dispersal Sabacon includes
over 50 described species known from disjunct geographical
centres in the Northern Hemisphere (North America west-
ern Europe eastern Siberia Nepal Korea and Japan see
Scheuroonhofer et al 2013 Martens 2015) Sabacon prefer
moist cool microhabitats in habitats such as caves upland
forests under rocks or woody debris and under rocks near
streams (summarized in Scheuroonhofer et al 2013) It appears
that physiological constraints to cryophilic microhabitats
restrict gene flow and higher level phylogenetic results are
consistent with this assertion Larger phylogenetic clades
correspond to geographical centres of endemism on differ-
ent continents each of these centres with arrays of closely
related SRE taxa occurring in allopatry or parapatry How-
ever interwoven in this vicariance-dominated history is evi-
dence for rare long-distance dispersal Because harvestmen
are not known to be phoretic (Giribet amp Sharma 2015)
this dispersal must have occurred via intrinsic short-range
movements over hundreds or thousands of generations In
Sabacon an apparent pulse of trans-continental dispersal
events is temporally coincident with special environmental
conditions of the lsquoicehousersquo Eocene-Oligocene transition
(Ivany et al 2000 Scheuroonhofer et al 2013) These ancient
dispersal events occurred in multiple lineages and are
inferred based on the combination of geographical distribu-
tion time-calibrated phylogenies and algorithmic biogeo-
graphical analyses that indirectly imply dispersal
(Scheuroonhofer et al 2013)
This paper focuses on a single wide-ranging Sabacon
species (S cavicolens Packard 1884) from the eastern Uni-
ted States This taxon is related to species from southern
Europe with the lineage that ultimately led to S cavicolens
hypothesized to have dispersed to eastern North America
near the Eocene-Oligocene transition (Scheuroonhofer et al
2013) Sabacon cavicolens occurs most commonly in moist
rocky habitats in the richly forested mountains of the
southern Appalachians but also includes more northern
populations in previously glaciated regions (eg Wisconsin
Michigan Maine etc) and disjunct populations in the
Ozark highlands (Fig 1 Shear 1975) We hypothesize that
S cavicolens displays a lsquocommon vicariance rare dispersalrsquo
biogeographical history and as such represents a micro-
cosm of biogeographical patterns observed more broadly
within Sabacon However because the timeframe is more
recent inferred patterns provide more direct and thus
more powerful evidence for biogeographical processes For
example intraspecific phylogeographic data can be used to
more directly infer demographic expansion events such
demographic information is lost in comparisons at deeper
phylogenetic levels
Geographical fragmentation has promoted SRE specia-
tion in many terrestrial lineages that occupy the mountains
of the southern Appalachians Vertebrate examples are
numerous in salamanders (eg Weisrock amp Larson 2006
Kozak amp Wiens 2010 Herman amp Bouzat 2016) whereas
arthropod examples include other harvestmen (Thomas amp
Hedin 2008 Hedin amp Thomas 2010) spiders (Hedin
1997 2001 Hendrixson amp Bond 2005 Keith amp Hedin
2012 Hedin et al 2015) and others Also intraspecific
phylogeographical fragmentation is evident within more
wide-ranging species with many taxa including divergent
populations on distinct massifs separated by lowland river-
ine barriers For example a conspicuous lowland riverine
barrier is the Asheville Basin which includes the French
Broad River This relatively dry lowland is unsuitable for
habitat-specialized upland species and many phylogenetic
and phylogeographic studies have implicated this barrier
(eg Thomas amp Hedin 2008 Kozak amp Wiens 2010 Hedin
et al 2015) More generally Thomas amp Hedin (2008)
hypothesized that multiple riverine barriers in the southern
Blue Ridge physiographical province may act to promote
divergence a pattern also seen in salamanders (Herman amp
Bouzat 2016)
Climatic stability through time and in particular a lack of
glaciation in the southernmost mountains during the Pleis-
tocene has also promoted high diversity in the southern
Blue Ridge However many lineages have ultimately
expanded out of these refugial mountains (reviewed in Soltis
et al 2006 Herman amp Bouzat 2016) with genetic studies
revealing patterns consistent with post-glacial range
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1666
M Hedin and M McCormack
expansion from a southern Appalachian centre of distribu-
tion These expansion events involve lineages that have
rapidly dispersed northwards to previously glaciated regions
but there is also evidence for expansion westwards and even
southwards (Walker et al 2009 Emerson et al 2010
Herman amp Bouzat 2016)
The research presented here addresses three primary
questions Based on a three-gene concatenated analysis for
a limited sample Scheuroonhofer et al (2013) suggested that S
cavicolens includes multiple cryptic species We use a larger
specimen sample with mitochondrial and five nuclear genes
to formally assess cryptic speciation testing alternative
delimitation hypotheses using multispecies coalescent
(MSC) analyses Finding cryptic species would indicate
more regional endemism than the current single-species
taxonomy implies Second we use a dense geographical
sample from the southern Blue Ridge to explicitly test
whether riverine barriers have resulted in phylogeographical
fragmentation in Sabacon Finally we seek evidence for
range expansion from the southern Blue Ridge Overall our
goal is to understand the details of a lsquocommon vicariance
rare dispersalrsquo biogeographical history at relatively shallow
time-scales
MATERIALS AND METHODS
Taxon sampling and sequence data collection
Specimens were hand-collected or collected with an aspira-
tor from under rocks and woody debris typically along
streams Specimens destined for molecular work were pre-
served in 100 EtOH and stored at 80 degC Genomic
DNA was extracted from leg tissues using the Qiagen
DNeasy kit per manufacturerrsquos instructions the remaining
specimen was retained as a voucher in the SDSU Terres-
trial Arthropods collection The complete sample includes
168 specimens from 88 locations with denser sampling in
the southern Blue Ridge (Fig 1 see Appendix S1 in Sup-
porting Information) The sample covers the known south-
ern western and north-eastern distributional limits of S
cavicolens but lacks north-western samples (eg Michigan
Wisconsin etc Shear 1975)
Figure 1 Map of sampled locations for Sabacon cavicolens Upper left inset shows overall geographical sample highlighting distributionsfor Ozarks Cumberland and southern Blue Ridge genetic clades Main map shows sample locations for mitochondrial subclades within
southern Blue Ridge Sabacon Numbers correspond to geographical locations as in Appendix S1 Circled numbers correspond to siteswith Clinch Mountain-Bullpen syntopy site 74 (square box) includes Clinch Mountain-Cumberland syntopy Approximate location of
relevant regional rivers shown [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1667
Biogeographical history of Appalachian Sabacon
Mitochondrial gene tree and species discovery
analyses
Mitochondrial cytochrome oxidase I (COI) sequences were
generated for the complete specimen sample using PCR pri-
mers and conditions summarized in Appendix S2 A single
COI sequence was also extracted from a transcriptome (see
Appendix S2) Twelve ingroup COI sequences were previ-
ously reported (Scheuroonhofer et al 2013) PCR products were
purified via polyethylene glycol (PEG) precipitation and
Sanger sequenced at the SDSU Microchemical Core Facility
Sequence contigs were assembled and edited using
Sequencher 45 (Gene Codes Corporation Ann Arbor MI
USA) and manually aligned using Geneious Pro 717
(httpwwwgeneiouscom Kearse et al 2012)
A mitochondrial gene tree was reconstructed using maxi-
mum likelihood implemented in the RAxML_GUI
(Stamatakis 2006 2014 Silvestro amp Michalak 2012) Analy-
ses included a thorough bootstrap analysis (1000 bootstrap
replicates) followed by multiple inferences (100) on align-
ments Sequences were partitioned by codon with a
GTR_Gamma model applied to each partition Mitochon-
drial trees were rooted using sequences from the Ozarks lin-
eage following the root placement of Scheuroonhofer et al
(2013) based on Bayesian analyses of concatenated nuclear
and mitochondrial data The mitochondrial RAxML gene
tree was used as input in bPTP species delimitation analyses
implemented on the bPTP server (httpspeciesh-itsorgptp
Zhang et al 2013) PTP implements a model assuming
gene tree branch lengths generated by two independent Pois-
son process classes (within- and among-species substitution
events) to delimit putative species bPTP analyses were run
for 100000 Markov chain Monte Carlo (MCMC) genera-
tions with a thinning of 100 and burn-in of 01
Nuclear species validation analyses
RAxML and bPTP analyses reveal multiple highly divergent
COI lineages perhaps corresponding to cryptic species (see
Results also Scheuroonhofer et al 2013) To further assess this
possibility we subsampled 20 individuals from 19 locations
generating Sanger sequence data for five nuclear genes (see
Appendix S1) These data were supplemented with transcrip-
tome data from a single sample (see Appendix S2) Nuclear
genes included ribosomal 28S and elongation factor one-
alpha (EF1-a) exon used previously in species-level harvest-
man studies (eg Derkarabetian et al 2011 Scheuroonhofer
et al 2013) plus three novel nuclear genes generated from
comparisons of Sabacon transcriptomes (Table 1 see
Appendix S2) PCR conditions and primers are summarized
in Appendix S2 PCR products were purified via PEG precip-
itation or Millipore plates and Sanger sequenced at SDSU or
Macrogen USA All matrices were assembled edited and
aligned manually in Geneious EF1-a data from four indi-
viduals included a single heterozygous site per sequence
which were phased manually Heterozygous nuclear
sequences for the three novel nuclear genes were bioinfor-
matically phased to alleles using the software program Phase
211 (Stephens et al 2001 Stephens amp Donnelly 2003)
SeqPhase (Flot 2010) was first used to convert matrices for
input into Phase with Phase analyses then conducted using
default settings (phase threshold = 90 100 iterations thin-
ning interval = 1 burn-in = 100)
To summarize overall patterns of nuclear gene divergence
a NeighborNet network was constructed in SplitsTree4
(Huson amp Bryant 2006) This network was based on multi-
genic nuclear genetic distances among individuals calculated
using Pofad 105 (Joly amp Bruneau 2006) Pofad analyses
were conducted using both standardized (all individual
matrices given the same weight) and non-standardized matri-
ces (more variable matrices with greater weight) individual
gene distance matrices were calculated using Kimura 2-para-
meter (K2P) distances in mega 606 (Tamura et al 2013)
Bayes factor delimitation (BFD Grummer et al 2014)
was used to statistically distinguish among alternative species
delimitation models This method compares the marginal
likelihoods of competing hypotheses (eg species tree models
with sequences assigned to differing numbers of lineages)
and chooses the model that best explains the data based on
calculation of BFs (Grummer et al 2014) Following COI
bPTP and nuclear Pofad results Sabacon lineages were split
or combined to represent three alternative species
Table 1 Eastern Sabacon gene data
Primer combo
name
Aligned lengthno
sequences
Substitution
model PI sites Nucleotide diversity Annotation
COI 954168 266 0081
28S 114917 HKY+I+G 17 0006
EF1-a 66621 K80+I 18 0010
SAB A1_A2 55131 K80+I 18 0008 Homologous to Ixodes protein ISCW001223
Mid1-interacting protein
SAB A9_A10 77729 K80+I 26 0008 Homologous to Ixodes protein ISCW005133
Zinc finger protein
SAB B5_B6 50427 K80+I 47 0028 Homologous to Ixodes protein ISCW010225
Conserved hypothetical protein
Note Parsimony informative sites and nucleotide diversity values calculated using mega (Tamura et al 2013)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1668
M Hedin and M McCormack
delimitation hypotheses (Table 2) A beast species tree (in-
ferred using beast 182 Drummond et al 2012) was esti-
mated for each alternative hypothesis using nuclear only
matrices without outgroups beast analyses were per-
formed using 10 million generations with data saved every
1000 generations the first 20 of each run was discarded as
burn-in For each hypothesis three beast replicates were
conducted to ensure convergence further assessed using
effective sample size (ESS) values with Tracer 16 (Rambaut
et al 2014) Substitution models were chosen with Parti-
tionFinder 111 (Lanfear et al 2012) using linked branch
lengths beast models of molecular evolution BIC model
selection and greedy searches (Table 1) Because almost all
nucleotide variation occurred at third positions for nuclear
protein coding genes a single model was applied to each
gene Marginal likelihoods were estimated using path-sam-
pling (PS Lartillot amp Philippe 2006) and stepping-stone (SS
Xie et al 2011) methods with 100 path steps a chain length
of 100000 generations and likelihoods saved every 100 gen-
erations Marginal likelihood estimates (MLE) were averaged
across replicate runs to generate a single PS and SS value for
each hypothesis Bayes factors were calculated by taking the
difference between the log of the best MLE and the log of
other MLEs and multiplying each result by two [ie
2 9 (lnHypA lnHypB)] Following Kass amp Raftery
(1995) BF values exceeding 10 were considered as lsquodecisiversquo
support for a hypothesis
Test for riverine barriers
The significance of mitochondrial phylogeographical breaks
across modern-day riverine barriers was tested using partial
Mantel tests (eg Kozak et al 2006 Lemmon et al 2007)
Based on COI gene tree patterns four analyses were con-
ducted to examine the relationship between genetic (patris-
tic) distance and putative barriers (Little Tennessee
Tuckaseegee French Broad Table 3) while controlling for
geographical distance Using a randomly sampled single hap-
lotype per geographical location phylogenetic patristic dis-
tances were calculated from a COI RAxML tree using the
lsquoadephylorsquopackage (Jombart amp Dray 2008) in R (2014) For
each test a binary river barrier response matrix was assem-
bled with locations on the same versus opposite sides of a
potential barrier scored as 0 versus 1 respectively (see
Table 3) Geographical distance matrices were calculated
using the Geographic Distance Matrix Generator (http
biodiversityinformaticsamnhorgopen_sourcegdmg) Partial
mantel tests were calculated using the lsquoveganrsquo package (Oksa-
nen et al 2015) in R using 10000 permutations to evaluate
significance
Range expansion of mitochondrial subclades
Standard nucleotide summary statistics were calculated for
southern Blue Ridge COI subclades (see Results) including
intra- and intergroup K2P distances number of haplotypes
(h) number of segregating sites (S) and nucleotide diversity
(p) All values were calculated in mega (Tamura et al
2013) Tajimarsquos D (Tajima 1989) and Fursquos Fs (Fu 1997)
were used to detect deviations from demographic equilib-
rium where an excess of low-frequency polymorphisms (cor-
responding to negative values) indicates demographic
expansion (or non-neutral molecular evolution) Significance
was assessed in Arlequin 3522 (Excoffier amp Lischer 2010)
using 50000 coalescent simulations Mismatch distributions
were used to test for spatial expansion (Excoffier 2004
Table 2 Alternative species delimitation hypotheses tested using BFD
Hypothesis Distinct species (total in parentheses)
Average marginal likelihoods
(path samplingstepping stone) Motivation
H1 Ozarks Cumberland Chunky Gal_1
Chunky Gal_2 Joyce Kilmer
northern Georgia Bullpen
Clinch Mountain (8)
70176970191 COI RaxML clades + conservative
interpretation of bPTP
H2 Ozarks Cumberland southern Montane (3) 703605703737 Conservative COI RaxML nuclear POFAD
H3 Ozarks Appalachians (2) 708749708915 Conservative biogeographical hypothesis
Table 3 Results of partial Mantel tests for riverine barriers
CladeBarrier R P-value Details
Within Joyce Kilmer ndash role of little Tennessee 01937 00278 Populations 8ndash20 vs 21ndash25 on opposite sides of barrier
Within Bullpen ndash role of Tuckaseegee 09237 00001 Populations (26 27 31 32) vs (28ndash30 33ndash43) on opposite sides of barrier
BullpenJoyce Kilmer ndash role of little Tennessee 03044 00001 Populations 8ndash20 vs 21ndash43 on opposite sides of barrier
BullpenClinch ndash role of French Broad 08208 00001 Populations (26ndash28 31ndash43) vs (29 30 46ndash80) on opposite sides of barrier
Notes See Fig 1 for map of locations All tests involving Bullpen Clade excluded populations 44ndash50 part of lsquoBullpen expansion cladersquo (ie not
found in southern Blue Ridge)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1669
Biogeographical history of Appalachian Sabacon
Excoffier amp Lischer 2010) considering both sum of
squared deviations (SSD) statistics and the raggedness
index (Harpending 1994) with statistical significance
assessed in Arlequin based on parametric bootstraps
(99000 replicates)
Bayesian skyline plots (BSPs) were also used to detect
changes in effective population size potentially associated
with range expansion (Ho amp Shapiro 2011) These analyses
were conducted using beast 183 (Drummond et al 2012)
focusing on three well-sampled Blue Ridge COI subclades
(see Results) Models of molecular evolution were chosen
using PartitionFinder beast analyses were conducted
using a lognormal uncorrelated relaxed clock model piece-
wise-constant Coalescent Bayesian Skyline tree prior (Drum-
mond et al 2005) with MCMC chain lengths (gt 20
million) set to achieve high ESS values A COI clock rate was
specified based on a well calibrated arthropod rate using a
normal prior with a ucldmean of 00178 00019 (Papado-
poulou et al 2010 Table 4) This mitochondrial rate has
provided realistic divergence time estimates in other harvest-
men (DiDomenico amp Hedin 2016) but we acknowledge the
caveats involved in applying a universal rate in this particular
system All beast analyses were replicated to insure consis-
tent results
RESULTS
Unique mitochondrial sequences and unphased nuclear DNA
sequences have been submitted to GenBank (see
Appendix S1) Sequence lengths number of parsimony infor-
mative sites sequence evolution models and diversity statis-
tics are summarized in Table 1
Mitochondrial clades
Three primary geographical clades are recovered in COI
RAxML analyses (Figs 1 amp 2) These include an Ozarks
clade a Cumberland Plateau clade (including a location near
the type locality of S cavicolens) and a broadly distributed
southern Blue Ridge clade with an apparent centre of diversi-
fication in the Blue Ridge of the southern Appalachians
Four subclades are found within the southern Blue Ridge
clade informally named Clinch Mountain northern Georgia
Joyce Kilmer and Bullpen (Figs 1ndash3) pairwise average K2P
distances among these subclades are relatively high ranging
from 6 to 13 (Table 4) Sequences from two additional
southern populations form a grade that we refer to as
Chunky Gal Within the southern Blue Ridge clade geo-
graphically adjacent Joyce Kilmer and Bullpen are COI sister
clades occupying the intermediate geographical region
between disjunct northern Georgia and Clinch Mountain
clades (Fig 1)
Nuclear evidence for cryptic species
Mitochondrial bPTP analyses suggest up to twelve putative
cryptic species within S cavicolens (Figs 2 amp 3) These corre-
spond to the primary clades and subclades outlined above
some of which are further split in bPTP analyses (eg each
Chunky Gal branch corresponds to a putative species etc
Figs 2 amp 3) This high number of distinct mitochondrial lin-
eages is not reflected in the nuclear standardized-distances
Pofad results which more conservatively indicate three
groups congruent with three primary mitochondrial clades
(Ozarks Cumberland Plateau southern Blue Ridge Fig 4a)
Pofad results using non-standardized distances are similar
(not shown) Individuals from different southern Blue Ridge
mitochondrial subclades do not form distinct clusters in
nuclear Pofad networks (Fig 4a)
Three alternative hypotheses were tested with nuclear-only
matrices using BFD (Table 2) Average marginal likelihood
values are highest for the eight species model using both PS
and SS methods with BF values indicating lsquodecisiversquo support
over alternative three-species and two-species hypotheses
(Table 2) Likewise BF values indicate lsquodecisiversquo support for a
three-species hypothesis over the two-species hypothesis
Because the three-species hypothesis is clearly supported by
independent analyses (Figs 2 amp 4a) we prefer this more con-
servative hypothesis the beast tree corresponding to this
result is shown in Fig 4b An argument as to why BFD might
potentially over-split lineages is presented in the Discussion
Riverine barriers
Several genealogical breaks both within and among southern
Blue Ridge COI subclades suggest a possible role for rivers as
Table 4 Nucleotide summary statistics for Blue Ridge COI subclades
COI subclade noGA CG JK CM BP n S p
Northern Georgia 0005 ndash ndash ndash ndash 10 12 00045
Chunky Gal 0112 003 ndash ndash ndash 4 47 00288
Joyce Kilmer 0131 006 0015 ndash ndash 32 57 00144
Clinch Mountain 0082 0117 0128 0028 ndash 61 120 00269
Bullpen 0134 0069 0076 0125 0018 54 91 00177
Bullpen expansion ndash ndash ndash ndash ndash 9 33 00115
Notes Number of base substitutions per site averaged over all sequence pairs within groups (on diagonal italics) and between groups (lower tri-
angle) conducted using K2P model Chunky Gal populations treated as a clade n = Number of sequences S = segregating sites p = nucleotide
diversity All values calculated in mega
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1670
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
expansion from a southern Appalachian centre of distribu-
tion These expansion events involve lineages that have
rapidly dispersed northwards to previously glaciated regions
but there is also evidence for expansion westwards and even
southwards (Walker et al 2009 Emerson et al 2010
Herman amp Bouzat 2016)
The research presented here addresses three primary
questions Based on a three-gene concatenated analysis for
a limited sample Scheuroonhofer et al (2013) suggested that S
cavicolens includes multiple cryptic species We use a larger
specimen sample with mitochondrial and five nuclear genes
to formally assess cryptic speciation testing alternative
delimitation hypotheses using multispecies coalescent
(MSC) analyses Finding cryptic species would indicate
more regional endemism than the current single-species
taxonomy implies Second we use a dense geographical
sample from the southern Blue Ridge to explicitly test
whether riverine barriers have resulted in phylogeographical
fragmentation in Sabacon Finally we seek evidence for
range expansion from the southern Blue Ridge Overall our
goal is to understand the details of a lsquocommon vicariance
rare dispersalrsquo biogeographical history at relatively shallow
time-scales
MATERIALS AND METHODS
Taxon sampling and sequence data collection
Specimens were hand-collected or collected with an aspira-
tor from under rocks and woody debris typically along
streams Specimens destined for molecular work were pre-
served in 100 EtOH and stored at 80 degC Genomic
DNA was extracted from leg tissues using the Qiagen
DNeasy kit per manufacturerrsquos instructions the remaining
specimen was retained as a voucher in the SDSU Terres-
trial Arthropods collection The complete sample includes
168 specimens from 88 locations with denser sampling in
the southern Blue Ridge (Fig 1 see Appendix S1 in Sup-
porting Information) The sample covers the known south-
ern western and north-eastern distributional limits of S
cavicolens but lacks north-western samples (eg Michigan
Wisconsin etc Shear 1975)
Figure 1 Map of sampled locations for Sabacon cavicolens Upper left inset shows overall geographical sample highlighting distributionsfor Ozarks Cumberland and southern Blue Ridge genetic clades Main map shows sample locations for mitochondrial subclades within
southern Blue Ridge Sabacon Numbers correspond to geographical locations as in Appendix S1 Circled numbers correspond to siteswith Clinch Mountain-Bullpen syntopy site 74 (square box) includes Clinch Mountain-Cumberland syntopy Approximate location of
relevant regional rivers shown [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1667
Biogeographical history of Appalachian Sabacon
Mitochondrial gene tree and species discovery
analyses
Mitochondrial cytochrome oxidase I (COI) sequences were
generated for the complete specimen sample using PCR pri-
mers and conditions summarized in Appendix S2 A single
COI sequence was also extracted from a transcriptome (see
Appendix S2) Twelve ingroup COI sequences were previ-
ously reported (Scheuroonhofer et al 2013) PCR products were
purified via polyethylene glycol (PEG) precipitation and
Sanger sequenced at the SDSU Microchemical Core Facility
Sequence contigs were assembled and edited using
Sequencher 45 (Gene Codes Corporation Ann Arbor MI
USA) and manually aligned using Geneious Pro 717
(httpwwwgeneiouscom Kearse et al 2012)
A mitochondrial gene tree was reconstructed using maxi-
mum likelihood implemented in the RAxML_GUI
(Stamatakis 2006 2014 Silvestro amp Michalak 2012) Analy-
ses included a thorough bootstrap analysis (1000 bootstrap
replicates) followed by multiple inferences (100) on align-
ments Sequences were partitioned by codon with a
GTR_Gamma model applied to each partition Mitochon-
drial trees were rooted using sequences from the Ozarks lin-
eage following the root placement of Scheuroonhofer et al
(2013) based on Bayesian analyses of concatenated nuclear
and mitochondrial data The mitochondrial RAxML gene
tree was used as input in bPTP species delimitation analyses
implemented on the bPTP server (httpspeciesh-itsorgptp
Zhang et al 2013) PTP implements a model assuming
gene tree branch lengths generated by two independent Pois-
son process classes (within- and among-species substitution
events) to delimit putative species bPTP analyses were run
for 100000 Markov chain Monte Carlo (MCMC) genera-
tions with a thinning of 100 and burn-in of 01
Nuclear species validation analyses
RAxML and bPTP analyses reveal multiple highly divergent
COI lineages perhaps corresponding to cryptic species (see
Results also Scheuroonhofer et al 2013) To further assess this
possibility we subsampled 20 individuals from 19 locations
generating Sanger sequence data for five nuclear genes (see
Appendix S1) These data were supplemented with transcrip-
tome data from a single sample (see Appendix S2) Nuclear
genes included ribosomal 28S and elongation factor one-
alpha (EF1-a) exon used previously in species-level harvest-
man studies (eg Derkarabetian et al 2011 Scheuroonhofer
et al 2013) plus three novel nuclear genes generated from
comparisons of Sabacon transcriptomes (Table 1 see
Appendix S2) PCR conditions and primers are summarized
in Appendix S2 PCR products were purified via PEG precip-
itation or Millipore plates and Sanger sequenced at SDSU or
Macrogen USA All matrices were assembled edited and
aligned manually in Geneious EF1-a data from four indi-
viduals included a single heterozygous site per sequence
which were phased manually Heterozygous nuclear
sequences for the three novel nuclear genes were bioinfor-
matically phased to alleles using the software program Phase
211 (Stephens et al 2001 Stephens amp Donnelly 2003)
SeqPhase (Flot 2010) was first used to convert matrices for
input into Phase with Phase analyses then conducted using
default settings (phase threshold = 90 100 iterations thin-
ning interval = 1 burn-in = 100)
To summarize overall patterns of nuclear gene divergence
a NeighborNet network was constructed in SplitsTree4
(Huson amp Bryant 2006) This network was based on multi-
genic nuclear genetic distances among individuals calculated
using Pofad 105 (Joly amp Bruneau 2006) Pofad analyses
were conducted using both standardized (all individual
matrices given the same weight) and non-standardized matri-
ces (more variable matrices with greater weight) individual
gene distance matrices were calculated using Kimura 2-para-
meter (K2P) distances in mega 606 (Tamura et al 2013)
Bayes factor delimitation (BFD Grummer et al 2014)
was used to statistically distinguish among alternative species
delimitation models This method compares the marginal
likelihoods of competing hypotheses (eg species tree models
with sequences assigned to differing numbers of lineages)
and chooses the model that best explains the data based on
calculation of BFs (Grummer et al 2014) Following COI
bPTP and nuclear Pofad results Sabacon lineages were split
or combined to represent three alternative species
Table 1 Eastern Sabacon gene data
Primer combo
name
Aligned lengthno
sequences
Substitution
model PI sites Nucleotide diversity Annotation
COI 954168 266 0081
28S 114917 HKY+I+G 17 0006
EF1-a 66621 K80+I 18 0010
SAB A1_A2 55131 K80+I 18 0008 Homologous to Ixodes protein ISCW001223
Mid1-interacting protein
SAB A9_A10 77729 K80+I 26 0008 Homologous to Ixodes protein ISCW005133
Zinc finger protein
SAB B5_B6 50427 K80+I 47 0028 Homologous to Ixodes protein ISCW010225
Conserved hypothetical protein
Note Parsimony informative sites and nucleotide diversity values calculated using mega (Tamura et al 2013)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1668
M Hedin and M McCormack
delimitation hypotheses (Table 2) A beast species tree (in-
ferred using beast 182 Drummond et al 2012) was esti-
mated for each alternative hypothesis using nuclear only
matrices without outgroups beast analyses were per-
formed using 10 million generations with data saved every
1000 generations the first 20 of each run was discarded as
burn-in For each hypothesis three beast replicates were
conducted to ensure convergence further assessed using
effective sample size (ESS) values with Tracer 16 (Rambaut
et al 2014) Substitution models were chosen with Parti-
tionFinder 111 (Lanfear et al 2012) using linked branch
lengths beast models of molecular evolution BIC model
selection and greedy searches (Table 1) Because almost all
nucleotide variation occurred at third positions for nuclear
protein coding genes a single model was applied to each
gene Marginal likelihoods were estimated using path-sam-
pling (PS Lartillot amp Philippe 2006) and stepping-stone (SS
Xie et al 2011) methods with 100 path steps a chain length
of 100000 generations and likelihoods saved every 100 gen-
erations Marginal likelihood estimates (MLE) were averaged
across replicate runs to generate a single PS and SS value for
each hypothesis Bayes factors were calculated by taking the
difference between the log of the best MLE and the log of
other MLEs and multiplying each result by two [ie
2 9 (lnHypA lnHypB)] Following Kass amp Raftery
(1995) BF values exceeding 10 were considered as lsquodecisiversquo
support for a hypothesis
Test for riverine barriers
The significance of mitochondrial phylogeographical breaks
across modern-day riverine barriers was tested using partial
Mantel tests (eg Kozak et al 2006 Lemmon et al 2007)
Based on COI gene tree patterns four analyses were con-
ducted to examine the relationship between genetic (patris-
tic) distance and putative barriers (Little Tennessee
Tuckaseegee French Broad Table 3) while controlling for
geographical distance Using a randomly sampled single hap-
lotype per geographical location phylogenetic patristic dis-
tances were calculated from a COI RAxML tree using the
lsquoadephylorsquopackage (Jombart amp Dray 2008) in R (2014) For
each test a binary river barrier response matrix was assem-
bled with locations on the same versus opposite sides of a
potential barrier scored as 0 versus 1 respectively (see
Table 3) Geographical distance matrices were calculated
using the Geographic Distance Matrix Generator (http
biodiversityinformaticsamnhorgopen_sourcegdmg) Partial
mantel tests were calculated using the lsquoveganrsquo package (Oksa-
nen et al 2015) in R using 10000 permutations to evaluate
significance
Range expansion of mitochondrial subclades
Standard nucleotide summary statistics were calculated for
southern Blue Ridge COI subclades (see Results) including
intra- and intergroup K2P distances number of haplotypes
(h) number of segregating sites (S) and nucleotide diversity
(p) All values were calculated in mega (Tamura et al
2013) Tajimarsquos D (Tajima 1989) and Fursquos Fs (Fu 1997)
were used to detect deviations from demographic equilib-
rium where an excess of low-frequency polymorphisms (cor-
responding to negative values) indicates demographic
expansion (or non-neutral molecular evolution) Significance
was assessed in Arlequin 3522 (Excoffier amp Lischer 2010)
using 50000 coalescent simulations Mismatch distributions
were used to test for spatial expansion (Excoffier 2004
Table 2 Alternative species delimitation hypotheses tested using BFD
Hypothesis Distinct species (total in parentheses)
Average marginal likelihoods
(path samplingstepping stone) Motivation
H1 Ozarks Cumberland Chunky Gal_1
Chunky Gal_2 Joyce Kilmer
northern Georgia Bullpen
Clinch Mountain (8)
70176970191 COI RaxML clades + conservative
interpretation of bPTP
H2 Ozarks Cumberland southern Montane (3) 703605703737 Conservative COI RaxML nuclear POFAD
H3 Ozarks Appalachians (2) 708749708915 Conservative biogeographical hypothesis
Table 3 Results of partial Mantel tests for riverine barriers
CladeBarrier R P-value Details
Within Joyce Kilmer ndash role of little Tennessee 01937 00278 Populations 8ndash20 vs 21ndash25 on opposite sides of barrier
Within Bullpen ndash role of Tuckaseegee 09237 00001 Populations (26 27 31 32) vs (28ndash30 33ndash43) on opposite sides of barrier
BullpenJoyce Kilmer ndash role of little Tennessee 03044 00001 Populations 8ndash20 vs 21ndash43 on opposite sides of barrier
BullpenClinch ndash role of French Broad 08208 00001 Populations (26ndash28 31ndash43) vs (29 30 46ndash80) on opposite sides of barrier
Notes See Fig 1 for map of locations All tests involving Bullpen Clade excluded populations 44ndash50 part of lsquoBullpen expansion cladersquo (ie not
found in southern Blue Ridge)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1669
Biogeographical history of Appalachian Sabacon
Excoffier amp Lischer 2010) considering both sum of
squared deviations (SSD) statistics and the raggedness
index (Harpending 1994) with statistical significance
assessed in Arlequin based on parametric bootstraps
(99000 replicates)
Bayesian skyline plots (BSPs) were also used to detect
changes in effective population size potentially associated
with range expansion (Ho amp Shapiro 2011) These analyses
were conducted using beast 183 (Drummond et al 2012)
focusing on three well-sampled Blue Ridge COI subclades
(see Results) Models of molecular evolution were chosen
using PartitionFinder beast analyses were conducted
using a lognormal uncorrelated relaxed clock model piece-
wise-constant Coalescent Bayesian Skyline tree prior (Drum-
mond et al 2005) with MCMC chain lengths (gt 20
million) set to achieve high ESS values A COI clock rate was
specified based on a well calibrated arthropod rate using a
normal prior with a ucldmean of 00178 00019 (Papado-
poulou et al 2010 Table 4) This mitochondrial rate has
provided realistic divergence time estimates in other harvest-
men (DiDomenico amp Hedin 2016) but we acknowledge the
caveats involved in applying a universal rate in this particular
system All beast analyses were replicated to insure consis-
tent results
RESULTS
Unique mitochondrial sequences and unphased nuclear DNA
sequences have been submitted to GenBank (see
Appendix S1) Sequence lengths number of parsimony infor-
mative sites sequence evolution models and diversity statis-
tics are summarized in Table 1
Mitochondrial clades
Three primary geographical clades are recovered in COI
RAxML analyses (Figs 1 amp 2) These include an Ozarks
clade a Cumberland Plateau clade (including a location near
the type locality of S cavicolens) and a broadly distributed
southern Blue Ridge clade with an apparent centre of diversi-
fication in the Blue Ridge of the southern Appalachians
Four subclades are found within the southern Blue Ridge
clade informally named Clinch Mountain northern Georgia
Joyce Kilmer and Bullpen (Figs 1ndash3) pairwise average K2P
distances among these subclades are relatively high ranging
from 6 to 13 (Table 4) Sequences from two additional
southern populations form a grade that we refer to as
Chunky Gal Within the southern Blue Ridge clade geo-
graphically adjacent Joyce Kilmer and Bullpen are COI sister
clades occupying the intermediate geographical region
between disjunct northern Georgia and Clinch Mountain
clades (Fig 1)
Nuclear evidence for cryptic species
Mitochondrial bPTP analyses suggest up to twelve putative
cryptic species within S cavicolens (Figs 2 amp 3) These corre-
spond to the primary clades and subclades outlined above
some of which are further split in bPTP analyses (eg each
Chunky Gal branch corresponds to a putative species etc
Figs 2 amp 3) This high number of distinct mitochondrial lin-
eages is not reflected in the nuclear standardized-distances
Pofad results which more conservatively indicate three
groups congruent with three primary mitochondrial clades
(Ozarks Cumberland Plateau southern Blue Ridge Fig 4a)
Pofad results using non-standardized distances are similar
(not shown) Individuals from different southern Blue Ridge
mitochondrial subclades do not form distinct clusters in
nuclear Pofad networks (Fig 4a)
Three alternative hypotheses were tested with nuclear-only
matrices using BFD (Table 2) Average marginal likelihood
values are highest for the eight species model using both PS
and SS methods with BF values indicating lsquodecisiversquo support
over alternative three-species and two-species hypotheses
(Table 2) Likewise BF values indicate lsquodecisiversquo support for a
three-species hypothesis over the two-species hypothesis
Because the three-species hypothesis is clearly supported by
independent analyses (Figs 2 amp 4a) we prefer this more con-
servative hypothesis the beast tree corresponding to this
result is shown in Fig 4b An argument as to why BFD might
potentially over-split lineages is presented in the Discussion
Riverine barriers
Several genealogical breaks both within and among southern
Blue Ridge COI subclades suggest a possible role for rivers as
Table 4 Nucleotide summary statistics for Blue Ridge COI subclades
COI subclade noGA CG JK CM BP n S p
Northern Georgia 0005 ndash ndash ndash ndash 10 12 00045
Chunky Gal 0112 003 ndash ndash ndash 4 47 00288
Joyce Kilmer 0131 006 0015 ndash ndash 32 57 00144
Clinch Mountain 0082 0117 0128 0028 ndash 61 120 00269
Bullpen 0134 0069 0076 0125 0018 54 91 00177
Bullpen expansion ndash ndash ndash ndash ndash 9 33 00115
Notes Number of base substitutions per site averaged over all sequence pairs within groups (on diagonal italics) and between groups (lower tri-
angle) conducted using K2P model Chunky Gal populations treated as a clade n = Number of sequences S = segregating sites p = nucleotide
diversity All values calculated in mega
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1670
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
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The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
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habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
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M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
Mitochondrial gene tree and species discovery
analyses
Mitochondrial cytochrome oxidase I (COI) sequences were
generated for the complete specimen sample using PCR pri-
mers and conditions summarized in Appendix S2 A single
COI sequence was also extracted from a transcriptome (see
Appendix S2) Twelve ingroup COI sequences were previ-
ously reported (Scheuroonhofer et al 2013) PCR products were
purified via polyethylene glycol (PEG) precipitation and
Sanger sequenced at the SDSU Microchemical Core Facility
Sequence contigs were assembled and edited using
Sequencher 45 (Gene Codes Corporation Ann Arbor MI
USA) and manually aligned using Geneious Pro 717
(httpwwwgeneiouscom Kearse et al 2012)
A mitochondrial gene tree was reconstructed using maxi-
mum likelihood implemented in the RAxML_GUI
(Stamatakis 2006 2014 Silvestro amp Michalak 2012) Analy-
ses included a thorough bootstrap analysis (1000 bootstrap
replicates) followed by multiple inferences (100) on align-
ments Sequences were partitioned by codon with a
GTR_Gamma model applied to each partition Mitochon-
drial trees were rooted using sequences from the Ozarks lin-
eage following the root placement of Scheuroonhofer et al
(2013) based on Bayesian analyses of concatenated nuclear
and mitochondrial data The mitochondrial RAxML gene
tree was used as input in bPTP species delimitation analyses
implemented on the bPTP server (httpspeciesh-itsorgptp
Zhang et al 2013) PTP implements a model assuming
gene tree branch lengths generated by two independent Pois-
son process classes (within- and among-species substitution
events) to delimit putative species bPTP analyses were run
for 100000 Markov chain Monte Carlo (MCMC) genera-
tions with a thinning of 100 and burn-in of 01
Nuclear species validation analyses
RAxML and bPTP analyses reveal multiple highly divergent
COI lineages perhaps corresponding to cryptic species (see
Results also Scheuroonhofer et al 2013) To further assess this
possibility we subsampled 20 individuals from 19 locations
generating Sanger sequence data for five nuclear genes (see
Appendix S1) These data were supplemented with transcrip-
tome data from a single sample (see Appendix S2) Nuclear
genes included ribosomal 28S and elongation factor one-
alpha (EF1-a) exon used previously in species-level harvest-
man studies (eg Derkarabetian et al 2011 Scheuroonhofer
et al 2013) plus three novel nuclear genes generated from
comparisons of Sabacon transcriptomes (Table 1 see
Appendix S2) PCR conditions and primers are summarized
in Appendix S2 PCR products were purified via PEG precip-
itation or Millipore plates and Sanger sequenced at SDSU or
Macrogen USA All matrices were assembled edited and
aligned manually in Geneious EF1-a data from four indi-
viduals included a single heterozygous site per sequence
which were phased manually Heterozygous nuclear
sequences for the three novel nuclear genes were bioinfor-
matically phased to alleles using the software program Phase
211 (Stephens et al 2001 Stephens amp Donnelly 2003)
SeqPhase (Flot 2010) was first used to convert matrices for
input into Phase with Phase analyses then conducted using
default settings (phase threshold = 90 100 iterations thin-
ning interval = 1 burn-in = 100)
To summarize overall patterns of nuclear gene divergence
a NeighborNet network was constructed in SplitsTree4
(Huson amp Bryant 2006) This network was based on multi-
genic nuclear genetic distances among individuals calculated
using Pofad 105 (Joly amp Bruneau 2006) Pofad analyses
were conducted using both standardized (all individual
matrices given the same weight) and non-standardized matri-
ces (more variable matrices with greater weight) individual
gene distance matrices were calculated using Kimura 2-para-
meter (K2P) distances in mega 606 (Tamura et al 2013)
Bayes factor delimitation (BFD Grummer et al 2014)
was used to statistically distinguish among alternative species
delimitation models This method compares the marginal
likelihoods of competing hypotheses (eg species tree models
with sequences assigned to differing numbers of lineages)
and chooses the model that best explains the data based on
calculation of BFs (Grummer et al 2014) Following COI
bPTP and nuclear Pofad results Sabacon lineages were split
or combined to represent three alternative species
Table 1 Eastern Sabacon gene data
Primer combo
name
Aligned lengthno
sequences
Substitution
model PI sites Nucleotide diversity Annotation
COI 954168 266 0081
28S 114917 HKY+I+G 17 0006
EF1-a 66621 K80+I 18 0010
SAB A1_A2 55131 K80+I 18 0008 Homologous to Ixodes protein ISCW001223
Mid1-interacting protein
SAB A9_A10 77729 K80+I 26 0008 Homologous to Ixodes protein ISCW005133
Zinc finger protein
SAB B5_B6 50427 K80+I 47 0028 Homologous to Ixodes protein ISCW010225
Conserved hypothetical protein
Note Parsimony informative sites and nucleotide diversity values calculated using mega (Tamura et al 2013)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1668
M Hedin and M McCormack
delimitation hypotheses (Table 2) A beast species tree (in-
ferred using beast 182 Drummond et al 2012) was esti-
mated for each alternative hypothesis using nuclear only
matrices without outgroups beast analyses were per-
formed using 10 million generations with data saved every
1000 generations the first 20 of each run was discarded as
burn-in For each hypothesis three beast replicates were
conducted to ensure convergence further assessed using
effective sample size (ESS) values with Tracer 16 (Rambaut
et al 2014) Substitution models were chosen with Parti-
tionFinder 111 (Lanfear et al 2012) using linked branch
lengths beast models of molecular evolution BIC model
selection and greedy searches (Table 1) Because almost all
nucleotide variation occurred at third positions for nuclear
protein coding genes a single model was applied to each
gene Marginal likelihoods were estimated using path-sam-
pling (PS Lartillot amp Philippe 2006) and stepping-stone (SS
Xie et al 2011) methods with 100 path steps a chain length
of 100000 generations and likelihoods saved every 100 gen-
erations Marginal likelihood estimates (MLE) were averaged
across replicate runs to generate a single PS and SS value for
each hypothesis Bayes factors were calculated by taking the
difference between the log of the best MLE and the log of
other MLEs and multiplying each result by two [ie
2 9 (lnHypA lnHypB)] Following Kass amp Raftery
(1995) BF values exceeding 10 were considered as lsquodecisiversquo
support for a hypothesis
Test for riverine barriers
The significance of mitochondrial phylogeographical breaks
across modern-day riverine barriers was tested using partial
Mantel tests (eg Kozak et al 2006 Lemmon et al 2007)
Based on COI gene tree patterns four analyses were con-
ducted to examine the relationship between genetic (patris-
tic) distance and putative barriers (Little Tennessee
Tuckaseegee French Broad Table 3) while controlling for
geographical distance Using a randomly sampled single hap-
lotype per geographical location phylogenetic patristic dis-
tances were calculated from a COI RAxML tree using the
lsquoadephylorsquopackage (Jombart amp Dray 2008) in R (2014) For
each test a binary river barrier response matrix was assem-
bled with locations on the same versus opposite sides of a
potential barrier scored as 0 versus 1 respectively (see
Table 3) Geographical distance matrices were calculated
using the Geographic Distance Matrix Generator (http
biodiversityinformaticsamnhorgopen_sourcegdmg) Partial
mantel tests were calculated using the lsquoveganrsquo package (Oksa-
nen et al 2015) in R using 10000 permutations to evaluate
significance
Range expansion of mitochondrial subclades
Standard nucleotide summary statistics were calculated for
southern Blue Ridge COI subclades (see Results) including
intra- and intergroup K2P distances number of haplotypes
(h) number of segregating sites (S) and nucleotide diversity
(p) All values were calculated in mega (Tamura et al
2013) Tajimarsquos D (Tajima 1989) and Fursquos Fs (Fu 1997)
were used to detect deviations from demographic equilib-
rium where an excess of low-frequency polymorphisms (cor-
responding to negative values) indicates demographic
expansion (or non-neutral molecular evolution) Significance
was assessed in Arlequin 3522 (Excoffier amp Lischer 2010)
using 50000 coalescent simulations Mismatch distributions
were used to test for spatial expansion (Excoffier 2004
Table 2 Alternative species delimitation hypotheses tested using BFD
Hypothesis Distinct species (total in parentheses)
Average marginal likelihoods
(path samplingstepping stone) Motivation
H1 Ozarks Cumberland Chunky Gal_1
Chunky Gal_2 Joyce Kilmer
northern Georgia Bullpen
Clinch Mountain (8)
70176970191 COI RaxML clades + conservative
interpretation of bPTP
H2 Ozarks Cumberland southern Montane (3) 703605703737 Conservative COI RaxML nuclear POFAD
H3 Ozarks Appalachians (2) 708749708915 Conservative biogeographical hypothesis
Table 3 Results of partial Mantel tests for riverine barriers
CladeBarrier R P-value Details
Within Joyce Kilmer ndash role of little Tennessee 01937 00278 Populations 8ndash20 vs 21ndash25 on opposite sides of barrier
Within Bullpen ndash role of Tuckaseegee 09237 00001 Populations (26 27 31 32) vs (28ndash30 33ndash43) on opposite sides of barrier
BullpenJoyce Kilmer ndash role of little Tennessee 03044 00001 Populations 8ndash20 vs 21ndash43 on opposite sides of barrier
BullpenClinch ndash role of French Broad 08208 00001 Populations (26ndash28 31ndash43) vs (29 30 46ndash80) on opposite sides of barrier
Notes See Fig 1 for map of locations All tests involving Bullpen Clade excluded populations 44ndash50 part of lsquoBullpen expansion cladersquo (ie not
found in southern Blue Ridge)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1669
Biogeographical history of Appalachian Sabacon
Excoffier amp Lischer 2010) considering both sum of
squared deviations (SSD) statistics and the raggedness
index (Harpending 1994) with statistical significance
assessed in Arlequin based on parametric bootstraps
(99000 replicates)
Bayesian skyline plots (BSPs) were also used to detect
changes in effective population size potentially associated
with range expansion (Ho amp Shapiro 2011) These analyses
were conducted using beast 183 (Drummond et al 2012)
focusing on three well-sampled Blue Ridge COI subclades
(see Results) Models of molecular evolution were chosen
using PartitionFinder beast analyses were conducted
using a lognormal uncorrelated relaxed clock model piece-
wise-constant Coalescent Bayesian Skyline tree prior (Drum-
mond et al 2005) with MCMC chain lengths (gt 20
million) set to achieve high ESS values A COI clock rate was
specified based on a well calibrated arthropod rate using a
normal prior with a ucldmean of 00178 00019 (Papado-
poulou et al 2010 Table 4) This mitochondrial rate has
provided realistic divergence time estimates in other harvest-
men (DiDomenico amp Hedin 2016) but we acknowledge the
caveats involved in applying a universal rate in this particular
system All beast analyses were replicated to insure consis-
tent results
RESULTS
Unique mitochondrial sequences and unphased nuclear DNA
sequences have been submitted to GenBank (see
Appendix S1) Sequence lengths number of parsimony infor-
mative sites sequence evolution models and diversity statis-
tics are summarized in Table 1
Mitochondrial clades
Three primary geographical clades are recovered in COI
RAxML analyses (Figs 1 amp 2) These include an Ozarks
clade a Cumberland Plateau clade (including a location near
the type locality of S cavicolens) and a broadly distributed
southern Blue Ridge clade with an apparent centre of diversi-
fication in the Blue Ridge of the southern Appalachians
Four subclades are found within the southern Blue Ridge
clade informally named Clinch Mountain northern Georgia
Joyce Kilmer and Bullpen (Figs 1ndash3) pairwise average K2P
distances among these subclades are relatively high ranging
from 6 to 13 (Table 4) Sequences from two additional
southern populations form a grade that we refer to as
Chunky Gal Within the southern Blue Ridge clade geo-
graphically adjacent Joyce Kilmer and Bullpen are COI sister
clades occupying the intermediate geographical region
between disjunct northern Georgia and Clinch Mountain
clades (Fig 1)
Nuclear evidence for cryptic species
Mitochondrial bPTP analyses suggest up to twelve putative
cryptic species within S cavicolens (Figs 2 amp 3) These corre-
spond to the primary clades and subclades outlined above
some of which are further split in bPTP analyses (eg each
Chunky Gal branch corresponds to a putative species etc
Figs 2 amp 3) This high number of distinct mitochondrial lin-
eages is not reflected in the nuclear standardized-distances
Pofad results which more conservatively indicate three
groups congruent with three primary mitochondrial clades
(Ozarks Cumberland Plateau southern Blue Ridge Fig 4a)
Pofad results using non-standardized distances are similar
(not shown) Individuals from different southern Blue Ridge
mitochondrial subclades do not form distinct clusters in
nuclear Pofad networks (Fig 4a)
Three alternative hypotheses were tested with nuclear-only
matrices using BFD (Table 2) Average marginal likelihood
values are highest for the eight species model using both PS
and SS methods with BF values indicating lsquodecisiversquo support
over alternative three-species and two-species hypotheses
(Table 2) Likewise BF values indicate lsquodecisiversquo support for a
three-species hypothesis over the two-species hypothesis
Because the three-species hypothesis is clearly supported by
independent analyses (Figs 2 amp 4a) we prefer this more con-
servative hypothesis the beast tree corresponding to this
result is shown in Fig 4b An argument as to why BFD might
potentially over-split lineages is presented in the Discussion
Riverine barriers
Several genealogical breaks both within and among southern
Blue Ridge COI subclades suggest a possible role for rivers as
Table 4 Nucleotide summary statistics for Blue Ridge COI subclades
COI subclade noGA CG JK CM BP n S p
Northern Georgia 0005 ndash ndash ndash ndash 10 12 00045
Chunky Gal 0112 003 ndash ndash ndash 4 47 00288
Joyce Kilmer 0131 006 0015 ndash ndash 32 57 00144
Clinch Mountain 0082 0117 0128 0028 ndash 61 120 00269
Bullpen 0134 0069 0076 0125 0018 54 91 00177
Bullpen expansion ndash ndash ndash ndash ndash 9 33 00115
Notes Number of base substitutions per site averaged over all sequence pairs within groups (on diagonal italics) and between groups (lower tri-
angle) conducted using K2P model Chunky Gal populations treated as a clade n = Number of sequences S = segregating sites p = nucleotide
diversity All values calculated in mega
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1670
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
delimitation hypotheses (Table 2) A beast species tree (in-
ferred using beast 182 Drummond et al 2012) was esti-
mated for each alternative hypothesis using nuclear only
matrices without outgroups beast analyses were per-
formed using 10 million generations with data saved every
1000 generations the first 20 of each run was discarded as
burn-in For each hypothesis three beast replicates were
conducted to ensure convergence further assessed using
effective sample size (ESS) values with Tracer 16 (Rambaut
et al 2014) Substitution models were chosen with Parti-
tionFinder 111 (Lanfear et al 2012) using linked branch
lengths beast models of molecular evolution BIC model
selection and greedy searches (Table 1) Because almost all
nucleotide variation occurred at third positions for nuclear
protein coding genes a single model was applied to each
gene Marginal likelihoods were estimated using path-sam-
pling (PS Lartillot amp Philippe 2006) and stepping-stone (SS
Xie et al 2011) methods with 100 path steps a chain length
of 100000 generations and likelihoods saved every 100 gen-
erations Marginal likelihood estimates (MLE) were averaged
across replicate runs to generate a single PS and SS value for
each hypothesis Bayes factors were calculated by taking the
difference between the log of the best MLE and the log of
other MLEs and multiplying each result by two [ie
2 9 (lnHypA lnHypB)] Following Kass amp Raftery
(1995) BF values exceeding 10 were considered as lsquodecisiversquo
support for a hypothesis
Test for riverine barriers
The significance of mitochondrial phylogeographical breaks
across modern-day riverine barriers was tested using partial
Mantel tests (eg Kozak et al 2006 Lemmon et al 2007)
Based on COI gene tree patterns four analyses were con-
ducted to examine the relationship between genetic (patris-
tic) distance and putative barriers (Little Tennessee
Tuckaseegee French Broad Table 3) while controlling for
geographical distance Using a randomly sampled single hap-
lotype per geographical location phylogenetic patristic dis-
tances were calculated from a COI RAxML tree using the
lsquoadephylorsquopackage (Jombart amp Dray 2008) in R (2014) For
each test a binary river barrier response matrix was assem-
bled with locations on the same versus opposite sides of a
potential barrier scored as 0 versus 1 respectively (see
Table 3) Geographical distance matrices were calculated
using the Geographic Distance Matrix Generator (http
biodiversityinformaticsamnhorgopen_sourcegdmg) Partial
mantel tests were calculated using the lsquoveganrsquo package (Oksa-
nen et al 2015) in R using 10000 permutations to evaluate
significance
Range expansion of mitochondrial subclades
Standard nucleotide summary statistics were calculated for
southern Blue Ridge COI subclades (see Results) including
intra- and intergroup K2P distances number of haplotypes
(h) number of segregating sites (S) and nucleotide diversity
(p) All values were calculated in mega (Tamura et al
2013) Tajimarsquos D (Tajima 1989) and Fursquos Fs (Fu 1997)
were used to detect deviations from demographic equilib-
rium where an excess of low-frequency polymorphisms (cor-
responding to negative values) indicates demographic
expansion (or non-neutral molecular evolution) Significance
was assessed in Arlequin 3522 (Excoffier amp Lischer 2010)
using 50000 coalescent simulations Mismatch distributions
were used to test for spatial expansion (Excoffier 2004
Table 2 Alternative species delimitation hypotheses tested using BFD
Hypothesis Distinct species (total in parentheses)
Average marginal likelihoods
(path samplingstepping stone) Motivation
H1 Ozarks Cumberland Chunky Gal_1
Chunky Gal_2 Joyce Kilmer
northern Georgia Bullpen
Clinch Mountain (8)
70176970191 COI RaxML clades + conservative
interpretation of bPTP
H2 Ozarks Cumberland southern Montane (3) 703605703737 Conservative COI RaxML nuclear POFAD
H3 Ozarks Appalachians (2) 708749708915 Conservative biogeographical hypothesis
Table 3 Results of partial Mantel tests for riverine barriers
CladeBarrier R P-value Details
Within Joyce Kilmer ndash role of little Tennessee 01937 00278 Populations 8ndash20 vs 21ndash25 on opposite sides of barrier
Within Bullpen ndash role of Tuckaseegee 09237 00001 Populations (26 27 31 32) vs (28ndash30 33ndash43) on opposite sides of barrier
BullpenJoyce Kilmer ndash role of little Tennessee 03044 00001 Populations 8ndash20 vs 21ndash43 on opposite sides of barrier
BullpenClinch ndash role of French Broad 08208 00001 Populations (26ndash28 31ndash43) vs (29 30 46ndash80) on opposite sides of barrier
Notes See Fig 1 for map of locations All tests involving Bullpen Clade excluded populations 44ndash50 part of lsquoBullpen expansion cladersquo (ie not
found in southern Blue Ridge)
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1669
Biogeographical history of Appalachian Sabacon
Excoffier amp Lischer 2010) considering both sum of
squared deviations (SSD) statistics and the raggedness
index (Harpending 1994) with statistical significance
assessed in Arlequin based on parametric bootstraps
(99000 replicates)
Bayesian skyline plots (BSPs) were also used to detect
changes in effective population size potentially associated
with range expansion (Ho amp Shapiro 2011) These analyses
were conducted using beast 183 (Drummond et al 2012)
focusing on three well-sampled Blue Ridge COI subclades
(see Results) Models of molecular evolution were chosen
using PartitionFinder beast analyses were conducted
using a lognormal uncorrelated relaxed clock model piece-
wise-constant Coalescent Bayesian Skyline tree prior (Drum-
mond et al 2005) with MCMC chain lengths (gt 20
million) set to achieve high ESS values A COI clock rate was
specified based on a well calibrated arthropod rate using a
normal prior with a ucldmean of 00178 00019 (Papado-
poulou et al 2010 Table 4) This mitochondrial rate has
provided realistic divergence time estimates in other harvest-
men (DiDomenico amp Hedin 2016) but we acknowledge the
caveats involved in applying a universal rate in this particular
system All beast analyses were replicated to insure consis-
tent results
RESULTS
Unique mitochondrial sequences and unphased nuclear DNA
sequences have been submitted to GenBank (see
Appendix S1) Sequence lengths number of parsimony infor-
mative sites sequence evolution models and diversity statis-
tics are summarized in Table 1
Mitochondrial clades
Three primary geographical clades are recovered in COI
RAxML analyses (Figs 1 amp 2) These include an Ozarks
clade a Cumberland Plateau clade (including a location near
the type locality of S cavicolens) and a broadly distributed
southern Blue Ridge clade with an apparent centre of diversi-
fication in the Blue Ridge of the southern Appalachians
Four subclades are found within the southern Blue Ridge
clade informally named Clinch Mountain northern Georgia
Joyce Kilmer and Bullpen (Figs 1ndash3) pairwise average K2P
distances among these subclades are relatively high ranging
from 6 to 13 (Table 4) Sequences from two additional
southern populations form a grade that we refer to as
Chunky Gal Within the southern Blue Ridge clade geo-
graphically adjacent Joyce Kilmer and Bullpen are COI sister
clades occupying the intermediate geographical region
between disjunct northern Georgia and Clinch Mountain
clades (Fig 1)
Nuclear evidence for cryptic species
Mitochondrial bPTP analyses suggest up to twelve putative
cryptic species within S cavicolens (Figs 2 amp 3) These corre-
spond to the primary clades and subclades outlined above
some of which are further split in bPTP analyses (eg each
Chunky Gal branch corresponds to a putative species etc
Figs 2 amp 3) This high number of distinct mitochondrial lin-
eages is not reflected in the nuclear standardized-distances
Pofad results which more conservatively indicate three
groups congruent with three primary mitochondrial clades
(Ozarks Cumberland Plateau southern Blue Ridge Fig 4a)
Pofad results using non-standardized distances are similar
(not shown) Individuals from different southern Blue Ridge
mitochondrial subclades do not form distinct clusters in
nuclear Pofad networks (Fig 4a)
Three alternative hypotheses were tested with nuclear-only
matrices using BFD (Table 2) Average marginal likelihood
values are highest for the eight species model using both PS
and SS methods with BF values indicating lsquodecisiversquo support
over alternative three-species and two-species hypotheses
(Table 2) Likewise BF values indicate lsquodecisiversquo support for a
three-species hypothesis over the two-species hypothesis
Because the three-species hypothesis is clearly supported by
independent analyses (Figs 2 amp 4a) we prefer this more con-
servative hypothesis the beast tree corresponding to this
result is shown in Fig 4b An argument as to why BFD might
potentially over-split lineages is presented in the Discussion
Riverine barriers
Several genealogical breaks both within and among southern
Blue Ridge COI subclades suggest a possible role for rivers as
Table 4 Nucleotide summary statistics for Blue Ridge COI subclades
COI subclade noGA CG JK CM BP n S p
Northern Georgia 0005 ndash ndash ndash ndash 10 12 00045
Chunky Gal 0112 003 ndash ndash ndash 4 47 00288
Joyce Kilmer 0131 006 0015 ndash ndash 32 57 00144
Clinch Mountain 0082 0117 0128 0028 ndash 61 120 00269
Bullpen 0134 0069 0076 0125 0018 54 91 00177
Bullpen expansion ndash ndash ndash ndash ndash 9 33 00115
Notes Number of base substitutions per site averaged over all sequence pairs within groups (on diagonal italics) and between groups (lower tri-
angle) conducted using K2P model Chunky Gal populations treated as a clade n = Number of sequences S = segregating sites p = nucleotide
diversity All values calculated in mega
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1670
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
Excoffier amp Lischer 2010) considering both sum of
squared deviations (SSD) statistics and the raggedness
index (Harpending 1994) with statistical significance
assessed in Arlequin based on parametric bootstraps
(99000 replicates)
Bayesian skyline plots (BSPs) were also used to detect
changes in effective population size potentially associated
with range expansion (Ho amp Shapiro 2011) These analyses
were conducted using beast 183 (Drummond et al 2012)
focusing on three well-sampled Blue Ridge COI subclades
(see Results) Models of molecular evolution were chosen
using PartitionFinder beast analyses were conducted
using a lognormal uncorrelated relaxed clock model piece-
wise-constant Coalescent Bayesian Skyline tree prior (Drum-
mond et al 2005) with MCMC chain lengths (gt 20
million) set to achieve high ESS values A COI clock rate was
specified based on a well calibrated arthropod rate using a
normal prior with a ucldmean of 00178 00019 (Papado-
poulou et al 2010 Table 4) This mitochondrial rate has
provided realistic divergence time estimates in other harvest-
men (DiDomenico amp Hedin 2016) but we acknowledge the
caveats involved in applying a universal rate in this particular
system All beast analyses were replicated to insure consis-
tent results
RESULTS
Unique mitochondrial sequences and unphased nuclear DNA
sequences have been submitted to GenBank (see
Appendix S1) Sequence lengths number of parsimony infor-
mative sites sequence evolution models and diversity statis-
tics are summarized in Table 1
Mitochondrial clades
Three primary geographical clades are recovered in COI
RAxML analyses (Figs 1 amp 2) These include an Ozarks
clade a Cumberland Plateau clade (including a location near
the type locality of S cavicolens) and a broadly distributed
southern Blue Ridge clade with an apparent centre of diversi-
fication in the Blue Ridge of the southern Appalachians
Four subclades are found within the southern Blue Ridge
clade informally named Clinch Mountain northern Georgia
Joyce Kilmer and Bullpen (Figs 1ndash3) pairwise average K2P
distances among these subclades are relatively high ranging
from 6 to 13 (Table 4) Sequences from two additional
southern populations form a grade that we refer to as
Chunky Gal Within the southern Blue Ridge clade geo-
graphically adjacent Joyce Kilmer and Bullpen are COI sister
clades occupying the intermediate geographical region
between disjunct northern Georgia and Clinch Mountain
clades (Fig 1)
Nuclear evidence for cryptic species
Mitochondrial bPTP analyses suggest up to twelve putative
cryptic species within S cavicolens (Figs 2 amp 3) These corre-
spond to the primary clades and subclades outlined above
some of which are further split in bPTP analyses (eg each
Chunky Gal branch corresponds to a putative species etc
Figs 2 amp 3) This high number of distinct mitochondrial lin-
eages is not reflected in the nuclear standardized-distances
Pofad results which more conservatively indicate three
groups congruent with three primary mitochondrial clades
(Ozarks Cumberland Plateau southern Blue Ridge Fig 4a)
Pofad results using non-standardized distances are similar
(not shown) Individuals from different southern Blue Ridge
mitochondrial subclades do not form distinct clusters in
nuclear Pofad networks (Fig 4a)
Three alternative hypotheses were tested with nuclear-only
matrices using BFD (Table 2) Average marginal likelihood
values are highest for the eight species model using both PS
and SS methods with BF values indicating lsquodecisiversquo support
over alternative three-species and two-species hypotheses
(Table 2) Likewise BF values indicate lsquodecisiversquo support for a
three-species hypothesis over the two-species hypothesis
Because the three-species hypothesis is clearly supported by
independent analyses (Figs 2 amp 4a) we prefer this more con-
servative hypothesis the beast tree corresponding to this
result is shown in Fig 4b An argument as to why BFD might
potentially over-split lineages is presented in the Discussion
Riverine barriers
Several genealogical breaks both within and among southern
Blue Ridge COI subclades suggest a possible role for rivers as
Table 4 Nucleotide summary statistics for Blue Ridge COI subclades
COI subclade noGA CG JK CM BP n S p
Northern Georgia 0005 ndash ndash ndash ndash 10 12 00045
Chunky Gal 0112 003 ndash ndash ndash 4 47 00288
Joyce Kilmer 0131 006 0015 ndash ndash 32 57 00144
Clinch Mountain 0082 0117 0128 0028 ndash 61 120 00269
Bullpen 0134 0069 0076 0125 0018 54 91 00177
Bullpen expansion ndash ndash ndash ndash ndash 9 33 00115
Notes Number of base substitutions per site averaged over all sequence pairs within groups (on diagonal italics) and between groups (lower tri-
angle) conducted using K2P model Chunky Gal populations treated as a clade n = Number of sequences S = segregating sites p = nucleotide
diversity All values calculated in mega
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1670
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
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Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
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habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
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1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
barriers to female-based gene flow The Little Tennessee plays
a potential role within the Joyce Kilmer subclade and
between the Joyce Kilmer and Bullpen subclades the Tuck-
aseegee plays a potential role within the Bullpen subclade
the French Broad plays a role between Clinch and Bullpen
subclades (Figs 1ndash3) The influence of all of these potential
barriers is statistically significant using partial Mantel tests
(Table 3)
Syntopy and expansion of mitochondrial lineages
Although allopatry of mitochondrial clades or subclades is
the rule there were five instances where multiple specimens
sampled from a locality carry haplotypes belonging to two
separate COI lineages (Figs 1ndash3) In four instances haplo-
types belonging to Bullpen and Clinch Mountain subclades
are syntopic (Fig 3) Most of these locations are in the
Appalachian Valley and Ridge physiographical province
north-east of the French Broad River with one exception in
south-central Tennessee (Fig 1 site 46) At the remaining
locality (site 74 ndash Cave Springs Recreation Area) members
of Clinch Mountain and Cumberland Plateau clades are syn-
topic It is notable that all instances of syntopy are outside
of the southern Blue Ridge
Qualitative patterns of low genetic divergence over large
geographical distances are consistent with spatial expansion
for Bullpen and Clinch Mountain populations found outside
of the southern Blue Ridge Closely related haplotypes in a
weakly supported Bullpen lsquoexpansionrsquo subclade (Fig 3) are
disjunct from remaining Bullpen locations included in this
geographically dispersed lineage are samples from northern
Alabama and southern Tennessee (sites 45 46) northeastern
Tennessee (sites 47 48 50) and southern Illinois (site 44
Fig 1) Illinois sequences are ~1 divergent from other Bull-
pen sequences whereas the Bullpen subclade is on average
gt 7 divergent from samples in the neighbouring Joyce Kil-
mer subclade (Table 4) This pattern of highly dispersed
samples showing minimal genetic divergence is also found in
the Clinch Mountain subclade although disparate samples
here do not form a cohesive mitochondrial lineage (Fig 3)
A sample from New Hampshire (site 80) is approximately
880 km from related populations but NH haplotypes are
lt 1 divergent from related Clinch Mountain haplotypes
Tajimarsquos D values are not statistically significant whereas
values for three subclades are significant for Fursquos Fs(Table 5) This pattern is potentially consistent with a higher
sensitivity of Fursquos Fs to population expansion (Fu 1997
Ramırez-Soriano et al 2008) Mismatch distributional analy-
ses for the Clinch subclade did not converge Mismatch dis-
tributions for three other subclades are unimodal with non-
significant SSD values indicating observed data consistent
with the spatial expansion model of Arlequin (Table 5)
Figure 2 COI RAxML gene tree rooted
using Ozarks clade Clades or groups namedas in text phylogenetic detail for Bullpen
and Clinch Mountain subclades shown inFig 3 Bootstrap values shown only for
primary clades Arrowhead designates sitewith syntopy black ovals indicate clades or
sequences supported as putative species inbPTP analyses Clades impacted by potential
riverine barriers named Location numbersas in Appendix S1 [Colour figure can be
viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1671
Biogeographical history of Appalachian Sabacon
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
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Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
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1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
these subclades show small raggedness values also consistent
with expansion Bayesian Skyline Plots for Clinch Bullpen
and Joyce Kilmer all indicate increases in population effective
sizes (see Appendix S3) with temporally older demographic
increases in Clinch and Bullpen consistent with hypothesized
range expansion
DISCUSSION
Cryptic species
The possibility of cryptic species in S cavicolens was argued
in Scheuroonhofer et al (2013) based on concatenated analyses
of three genes We further examined this possibility using
MSC analyses and formal hypothesis testing and these analy-
ses conservatively support the existence of three distinct spe-
cies in this complex We hypothesize that the Cumberland
clade corresponds to S cavicolens as our sampled Red River
Gorge population is geographically close to the type locality
This implies that both the Ozarks and southern Blue Ridge
lineages need to be described as new taxa which is planned
for a separate manuscript Whether these three separate lin-
eages exhibit morphological divergence remains unclear In
Sabacon male characters are most diagnostic but males for
the S cavicolens complex are rare in collections Shear (1975)
illustrated minor differences in male chelicerae and pedipal-
pal patellas for specimens from Ferne Clyffe IL (Bullpen sub-
clade) Mt Mitchell NC (Clinch Mountain subclade) and
Figure 3 COI RAxML gene tree forBullpen and Clinch Mountain subclades
Bootstrap values shown only for primarylineages Arrowheads designate locations
with syntopy black ovals indicate clades orsequences supported as species in bPTP
analyses Clades impacted by potentialriverine barriers named Location numbers
as in Appendix S1 [Colour figure can beviewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1672
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
Vermont (Clinch Mountain subclade) Adult males are cur-
rently unknown for the Ozarks and Cumberland clades
(holotype S cavicolens specimen is a female) but given the
differences observed in males within the southern Blue Ridge
clade we predict that more substantive diagnostic differences
will exist in males from these obvious lsquocrypticrsquo species
Nuclear-only BFD results actually support more than
three species consistent with the mitochondrial gene tree
and bPTP results However nuclear Pofad results do not
clearly indicate more than three lineages Although it is
possible that genome-scale (eg RADSeq) or more rapidly
evolving nuclear genes will help resolve additional taxa
within the southern Blue Ridge radiation it may also be
that BFD is over-splitting the complex This potential
over-splitting occurs because of the panmixia assumption
of the MSC model which unrealistically assumes that
Figure 4 (a) NeighborNet network reconstructed using standardized Pofad nuclear distances Colours for specimens from southernBlue Ridge mitochondrial subclades as in Figs 2 amp 3 (b) Nuclear-only beast species tree estimated for three-species hypothesis with
posterior probability values at nodes Tree files from three separate beast runs were combined using LogCombiner and a maximumclade credibility tree (burnin = 3000) was produced using TreeAnnotator [Colour figure can be viewed at wileyonlinelibrarycom]
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1673
Biogeographical history of Appalachian Sabacon
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
population genetic structure does not exist within species
(Hedin et al 2015)
The conservative three-species hypothesis implies older
vicariance and mostly exclusive allopatry of geographically
disparate taxa found in the Ozarks on the Cumberland Pla-
teau and in the southern Blue Ridge Many potential barri-
ers to gene flow separate these regions including large rivers
(eg Mississippi and Tennessee Rivers) and landscape barri-
ers (eg low elevation habitats of the Appalachian Valley and
Ridge Province) If we accept the Ozarks root placement as
hypothesized in Scheuroonhofer et al (2013) then the overall
biogeographical pattern in eastern Sabacon is similar to the
WgtEgtW pattern observed in phalangodid harvestmen
(Hedin amp Thomas 2010) where in this case eastern Blue
Ridge lineages have lsquoescapedrsquo the mountains and dispersed
back westwards (and northwards)
Riverine barriers in southern Appalachia
Clear evidence for phylogeographical fragmentation is
observed in the southern Blue Ridge species which is parti-
tioned into divergent mostly allopatric mitochondrial sub-
clades Based on phylogeographical patterns found in the
harvestman Fumontana deprehendor Thomas amp Hedin
(2008) proposed that major rivers and intermontane basins
in the southern Blue Ridge act as barriers to gene flow Riv-
ers as barriers to gene flow have been hypothesized in other
cryophilic harvestman taxa (Richart amp Hedin 2013) The
French Broad Little Tennessee and Tuckaseegee Rivers have
been identified as potential barriers in several harvestmen
(Fumontana Bishopella) beetle (Trechus) and salamander
taxa (Desmosgnathus Plethodon) (Kane et al 1990 Weisrock
amp Larson 2006 Thomas amp Hedin 2008 Kozak amp Wiens
2010) in the southern Blue Ridge In most of these prior
studies barriers were inferred qualitatively with phylogenetic
breaks in gene trees coinciding with proposed barriers Here
we took a quantitative approach and identified the Tuck-
aseegee Little Tennessee and French Broad rivers as signifi-
cant barriers The Hiwassee may also play a vicariance role
for the Northern Georgia subclade although we did not for-
mally test this hypothesis because of sparse geographical
sampling adjacent to the Hiwassee (Fig 1)
Exactly how rivers constrain gene flow both historically
and currently remains unclear This is particularly so given
that Sabacon appear to prefer moist habitats and can
frequently be found living at the edge of smaller order
streams higher in drainage basins It is also clear that speci-
mens in spatially expanding lineages can disperse across very
large rivers (eg Tennessee River) In the southern Blue
Ridge where multiple allopatric lineages show breaks coinci-
dent with riverine barriers rivers may not act as absolute
physical barriers per se but rather may reduce or filter levels
of gene flow We hypothesize that the interaction of compet-
itive exclusion (priority effects Case et al 2005) reflecting
ecological niche conservatism with close congeners on oppo-
sites sides of barriers plus reduced gene flow largely main-
tains lineage boundaries If the southern Blue Ridge
subclades actually represent cryptic species then reproductive
interference (low hybrid fitness) might also play a role in
maintaining lineage boundaries (Case et al 2005)
Expansion out of the Blue Ridge
Multiple analyses provide congruent evidence for demo-
graphic and spatial expansion for several Blue Ridge lineages
although both quantitative and spatial qualitative patterns
are most compelling for Bullpen and Clinch Mountain sub-
clades Both lineages have apparent centres of distribution in
the southern Blue Ridge with expansions westwards and
northwards (Fig 1) Informally our field experience suggests
that population densities are lower outside of the Blue Ridge
with populations more scattered in scarcer suitable micro-
habitats We hypothesize that these lower densities implying
less congeneric competition may have played a role in facili-
tating lineage expansion
Northern distributional limits for eastern Sabacon remain
unknown and future geographical sampling in the far north
is needed to determine if these populations represent the
Clinch andor Bullpen subclades versus the Cumberland
clade or perhaps a novel lineage We hypothesize that Pleis-
tocene glacial cycles have impacted spatial expansion dynam-
ics consistent with an lsquoout of Appalachiarsquo refugial model
observed in other taxa (Church et al 2003 Soltis et al
2006 Walker et al 2009 Emerson et al 2010 Herman amp
Bouzat 2016) Some of our sampled Sabacon populations
come from locations covered by Laurentide ice sheets at Last
Glacial Maximum (LGM) (eg southern New Hampshire)
and many species records from northern states (Wisconsin
Michigan Maine Shear 1975) are from locations covered by
LGM ice Our BSP time estimates for population size
Table 5 Neutrality and mismatch results for Blue Ridge COI subclades
COI subclade D P-value Fs P-value Spatial SSD P-value Raggedness index P-value
Northern Georgia 0121 0583 2377 0069 0009 0867 0022 0968
Joyce Kilmer 0215 0557 11304 0002 0007 0271 0006 0901
Clinch Mountain 0137 0520 14455 0003 ndash ndashBullpen 0507 0352 15248 0001 0004 0800 0006 0745
Bullpen expansion 0268 0409 1096 0223 0034 0474 0086 0595
Notes D = Tajimarsquos D F = Fursquos F All values calculated in Arlequin
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1674
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
increase in Bullpen and Clinch post-date the LGM (see
Appendix S3) but we emphasize that these time estimates
rely upon a COI clock rate that may not strictly apply in
Sabacon
Expansion out of the southern Blue Ridge westwards and
northwards has also been found in the harvestmen genus
Bishopella (Hedin amp Thomas 2010) In Bishopella two
mitochondrial clades that bound the Asheville Basin appear
to have diversified within the southern Blue Ridge and sub-
sequently expanded out onto the Cumberland Plateau Spa-
tial patterns in wood-feeding roaches are also strikingly
similar to Sabacon ndash a chromosomal race distributed mostly
east of the French Broad in montane NC also extends
northeastwards into northern Virginia and a chromosomal
race from the central southern Blue Ridge includes disjunct
populations in northern Alabama and Kentucky (Nalepa
et al 2002) Generally these spatial expansions demonstrate
that habitat-specialized cryophilic arthropods can sometimes
cross large river basins perhaps in the context of competi-
tive release
Range expansion in Sabacon has resulted in the secondary
contact and sympatry of previously allopatric lineages always
outside of the southern Blue Ridge (Fig 1) This sympatry is
almost certainly more common than our limited geographic
and specimen sample indicates Without morphological dif-
ferences to diagnose sympatric lineages both nuclear and
mitochondrial data are needed to understand the nature of
interactions associated with this secondary contact Thus far
we have not sampled sufficient nuclear data at enough syn-
topic sites to understand such interactions Our results reveal
one instance of mitonuclear discordance from south-western
VA (Sample OP658 site 74 Fig 1) placed in the mitochon-
drial Clinch Mountain clade but in the nuclear Cumberland
clade (Figs 3 amp 4) We hypothesize that this discordance
results from mitochondrial introgression of Clinch haplo-
types into the Cumberland species This hypothesis is consis-
tent with the easier movement of organellar genes across
lineage boundaries but inconsistent with theory and empiri-
cal data showing that introgression is typically asymmetrical
in directionality from resident to invading lineages (Currat
et al 2008 Toews amp Brelsford 2012) Future research to
understand nuclear gene flow dynamics for additional cases
of sympatry will provide robust tests of cryptic speciation
hypotheses
We discovered a single lineage of closely related mitochon-
drial haplotypes corresponding to the weakly supported Bull-
pen lsquoexpansionrsquo subclade (sites 44 45 46 47 48 50 Fig 3)
disjunct from remaining Bullpen locations outside of the
southern Blue Ridge (Fig 1) This apparently non-random
pattern might be consistent with a lsquofounder take allrsquo dynamic
including the rapid expansion of founder alleles in a low
competition environment followed by high-density blocking
which precludes other alleles (Fig 1 Waters et al 2013)
Again population densities and congeneric competitive inter-
actions are expected to play important roles in this process
Common vicariance rare dispersal
Eastern Sabacon might well be characterized as lsquofragilersquo ndashspecimens collected from suitable microhabitats and placed
in dry vials at room temperature die within minutes (pers
obs MH MM) How such moisture- and temperature-sen-
sitive organisms can achieve larger geographical distribu-
tions even on different continents seems paradoxical Our
data and analyses for the Sabacon cavicolens complex sheds
light on this paradox We view dynamics uncovered within
the southern Blue Ridge lineage as a microcosm of those
seen more broadly in eastern North America and the
northern Hemisphere where cycles of common vicariance
and uncommon long-distance dispersal interact to shape
biogeographical histories
ACKNOWLEDGEMENTS
We thank Fred Coyle Shahan Derkarabetian Ryan Fawcett
Dalton Hedin Lars Hedin Robin Keith Michael Lowder
Jordan Satler Jeff Shultz Jim Starrett and Steven Thomas
for their help with specimen collection Bill Shear provided
specimens for morphological study Jim Starrett helped with
RNA extractions and Dave Carlson assisted with transcrip-
tome assembly We gratefully thank Steve Perlaky for allow-
ing us to borrow a vehicle while in the field and thank
Fred Coyle and the Abbott family for providing excellent
field accommodations Research was funded by grants to
MM from the American Arachnological Society (Vincent
Roth Fund for Systematic Research) and grants to MH
from the US Fish and Wildlife Service (agreement
401814G013) California State University Program for Edu-
cation and Research in Biotechnology (CSUPERB) and the
NSF (DEB 1354558) Shahan Derkarabetian Casey Richart
and two anonymous reviewers provided comments that
improved the manuscript
REFERENCES
Case TJ Holt RD McPeek MA amp Keitt TH (2005)
The community context of speciesrsquo borders ecological and
evolutionary perspectives Oikos 108 28ndash46Church S Kraus J Mitchell J Church D amp Taylor D
(2003) Evidence for multiple Pleistocene refugia in the
postglacial expansion of the Eastern Tiger Salamander
Ambystoma tigrinum tigrinum Evolution 57 372ndash383Currat M Ruedi M Petit R amp Excoffier L (2008) The
hidden side of invasions massive introgression by local
genes Evolution 62 1908ndash1920Derkarabetian S Ledford J amp Hedin M (2011) Genetic
diversification without obvious genitalic morphological
divergence in harvestmen (Opiliones Laniatores Scler-
obunus robustus) from montane sky islands of western
North America Molecular Phylogenetics and Evolution 61
844ndash853
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1675
Biogeographical history of Appalachian Sabacon
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
DiDomenico A amp Hedin M (2016) New species in the
Sitalcina sura species group (Opiliones Laniatores Phalan-
godidae) with evidence for a biogeographic link between
California desert canyons and Arizona sky islands Zoo-
Keys 586 1ndash36Drummond AJ Rambaut A Shapiro B amp Pybus OG
(2005) Bayesian coalescent inference of past population
dynamics from molecular sequences Molecular Biology and
Evolution 22 1185ndash1192Drummond AJ Suchard MA Xie D amp Rambaut A
(2012) Bayesian phylogenetics with BEAUti and the
BEAST 17 Molecular Biology and Evolution 29 1969ndash1973
Emerson KJ Merz CR Catchen JM Hohenlohe PA
Cresko WA Bradshaw WE amp Holzapfel CM (2010)
Resolving postglacial phylogeography using high-through-
put sequencing Proceedings of the National Academy of
Sciences USA 107 16196ndash16200Excoffier L (2004) Patterns of DNA sequence diversity and
genetic structure after a range expansion lessons from the
infinite-island model Molecular Ecology 13 853ndash864Excoffier L amp Lischer HEL (2010) Arlequin suite ver 35
a new series of programs to perform population genetics
analyses under Linux and Windows Molecular Ecology
Resources 10 564ndash567Flot JF (2010) SeqPHASE a web tool for interconverting
PHASE inputoutput files and FASTA sequence align-
ments Molecular Ecology Resources 10 162ndash166Fu YX (1997) Statistical tests of neutrality of mutations
against population growth hitchhiking and background
selection Genetics 147 915ndash925Garcıa-Vazquez D amp Ribera I (2016) The origin of wide-
spread species in a poor dispersing lineage (diving beetle
genus Deronectes) Peer J 4e2514
Giribet G amp Sharma PP (2015) Evolutionary biology of
harvestmen (Arachnida Opiliones) Annual Review of
Entomology 60 157ndash175Grummer JA Bryson RW Jr amp Reeder TW (2014) Spe-
cies delimitation using Bayes factors simulations and
application to the Sceloporus scalaris species group (Squa-
mata Phrynosomatidae) Systematic Biology 63 119ndash133Harpending HC (1994) Signature of ancient population
growth in a low-resolution mitochondrial DNA mismatch
distribution Human Biology 66 591ndash600Harvey MS (2002) Short-range endemism among the Aus-
tralian fauna some examples from non-marine environ-
ments Invertebrate Systematics 16 555ndash570Harvey MS Rix MG Framenau VW Hamilton ZR
Johnson MS Teale RJ Humphreys G amp Humphreys
WF (2011) Protecting the innocent studying short range
endemic taxa enhances conservation outcomes Inverte-
brate Systematics 25 1ndash10Hedin M (1997) Speciational history in a diverse clade of
habitat-specialized spiders (Araneae Nesticidae Nesticus)
inferences from geographic-based sampling Evolution 51
1929ndash1945
Hedin M (2001) Molecular insights into species phylogeny
biogeography and morphological stasis in the ancient spi-
der genus Hypochilus (Araneae Hypochilidae) Molecular
Phylogenetics and Evolution 18 238ndash251Hedin M amp Thomas SM (2010) Molecular systematics of
eastern North American Phalangodidae (Arachnida Opil-
iones Laniatores) demonstrating convergent morphologi-
cal evolution in caves Molecular Phylogenetics and
Evolution 54 107ndash121Hedin M amp Wood DL (2002) Genealogical exclusivity in
geographically proximate populations of Hypochilus thor-
elli Marx (Araneae Hypochilidae) on the Cumberland
Plateau of North America Molecular Ecology 11 1975ndash1988
Hedin M Carlson D amp Coyle F (2015) Sky island diversi-
fication meets the multispecies coalescent ndash divergence in
the spruce-fir moss spider (Microhexura montivaga Ara-
neae Mygalomorphae) on the highest peaks in southern
Appalachia Molecular Ecology 24 3467ndash3484Hendrixson BE amp Bond JE (2005) Testing species bound-
aries in the Antrodiaetus unicolor complex (Araneae Myga-
lomorphae Antrodiaetidae) ldquoparaphylyrdquo and cryptic
diversity Molecular Phylogenetics and Evolution 36 405ndash416
Herman TA amp Bouzat JL (2016) Range-wide phylogeog-
raphy of the four-toed salamander out of Appalachia and
into the glacial aftermath Journal of Biogeography 43
666ndash678Ho SWY amp Shapiro B (2011) Skyline-plot methods for
estimating demographic history from nucleotide
sequences Molecular Ecology Resources 11 423ndash434Huson DH amp Bryant D (2006) Application of phyloge-
netic networks in evolutionary studies Molecular Biology
amp Evolution 23 254ndash267Ivany LC Patterson WP amp Kyger CL (2000) Cooler
winters as a possible cause of mass extinctions at the
EoceneOligocene boundary Nature 407 887ndash890Joly S amp Bruneau A (2006) Incorporating allelic variation
for reconstructing the evolutionary history of organisms
from multiple genes an example from Rosa in North
America Systematic Biology 55 623ndash636Jombart T amp Dray S (2008) Package lsquoadephylorsquo exploratory
analyses for the phylogenetic comparative method Version
11-6 Available at httpscranr-projectorgpackage=ade
phylo
Kane TC Barr TC Jr amp Stratton GE (1990) Genetic
patterns and population structure in Appalachian Trechus
of the vandykei group (Coleoptera Carabidae) Brim-
leyana 16 133ndash150Kass RE amp Raftery AE (1995) Bayes factors Journal of the
American Statistical Association 90 773ndash795Kearse M Moir R Wilson A Stones-Havas S Cheung
M Sturrock S Buxton S Cooper A Markowitz S
Duran C Thierer T Ashton B Mentjies P amp Drum-
mond A (2012) Geneious Basic an integrated and
extendable desktop software platform for the organization
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1676
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
and analysis of sequence data Bioinformatics 28 1647ndash1649
Keith R amp Hedin M (2012) Extreme mitochondrial popu-
lation subdivision in southern Appalachian paleoendemic
spiders (Araneae Hypochilidae Hypochilus) with implica-
tions for species delimitation Journal of Arachnology 40
167ndash181Kozak KH amp Wiens JJ (2010) Niche conservatism drives
elevational diversity patterns in Appalachian salamanders
The American Naturalist 176 40ndash54Kozak KH Blaine RA amp Larson A (2006) Gene lineages
and eastern North American palaeodrainage basins phylo-
geography and speciation in salamanders of the Eurycea
bislineata species complex Molecular Ecology 15 191ndash207Lanfear R Calcott B Ho SY amp Guindon S (2012) Parti-
tionFinder combined selection of partitioning schemes
and substitution models for phylogenetic analyses Molecu-
lar Biology and Evolution 29 1695ndash1701Lartillot N amp Philippe H (2006) Computing Bayes factors
using thermodynamic integration Systematic Biology 55
195ndash207Lemmon EM Lemmon AR amp Cannatella DC (2007)
Geological and climatic forces driving speciation in the
continentally distributed trilling chorus frogs (Pseudacris)
Evolution 61 2086ndash2103Martens J (2015) Sabacon Simon 1879 in the Palaearctic a
survey of new and known species from France Nepal
India China Russia and Japan (Arachnida Opiliones
Sabaconidae) In Hartmann M amp Weipert J (Eds) Bio-
diversitat und Naturaustattung im Himalaya V Erfurt pp
167ndash210Nalepa CA Luykx P Klass K-D amp Deitz LL (2002)
Distribution of karyotypes of the Cryptocercus punctulatus
species complex (Dictyoptera Cryptocercide) in the south-
ern Appalachians relation to habitat and history Annals
Entomological Society of America 95 276ndash287Oksanen J Blanchet FG Kindt R Legendre P Minchin
PR OrsquoHara RB Simpson GL Solymos P Stevens
MHH amp Wagner H (2015) Package lsquoveganrsquo Community
ecology package Version 2-2 Available at httpscranr-
projectorgpackage=vegan
Papadopoulou A Anastasiou I amp Vogler AP (2010)
Revisiting the insect mitochondrial molecular clock the
mid-Aegean trench calibration Molecular Biology and Evo-
lution 27 1659ndash1672R Core Team (2014) R A language and environment for sta-
tistical computing R Foundation for Statistical Computing
Vienna Austria Available at httpwwwR-projectorg
(last accessed Dec 15 2016)
Rambaut A Suchard MA Xie D amp Drummond AJ
(2014) Tracer v1 6 Computer program and documenta-
tion distributed by the author Available at httpbeast
bio ed ac ukTracer
Ramırez-Soriano A Ramos-Onsins SE Rozas J Calafell
F amp Navarro A (2008) Statistical power analysis of neu-
trality tests under demographic expansions contractions
and bottlenecks with recombination Genetics 179 555ndash567
Richart C amp Hedin M (2013) Three new species in the
harvestmen genus Acuclavella (Opiliones Dyspnoi Ischy-
ropsalidoidea) including description of male Acuclavella
quattuor Shear 1986 ZooKeys 311 19ndash68Scheuroonhofer AL McCormack M Tsurusaki N Martens J
amp Hedin M (2013) Molecular phylogeny of the harvest-
men genus Sabacon (Arachnida Opiliones Dyspnoi)
reveals multiple Eocene-Oligocene intercontinental disper-
sal events in the Holarctic Molecular Phylogenetics and
Evolution 66 303ndash315Shear WA (1975) The opilionid genera Sabacon and Tomi-
comerus in America (Opiliones Troguloidea Ischyropsali-
dae) Journal of Arachnology 3 5ndash29Silvestro D amp Michalak I (2012) raxmlGUI a graphical
front-end for RAxML Organisms Diversity amp Evolution
12 335ndash337Soltis DE Morris AB McLachlan S Manos PS amp Sol-
tis PS (2006) Comparative phylogeography of ungla-
ciated eastern North America Molecular Ecology 15
4261ndash4293Stamatakis A (2006) RAxML-VI-HPC maximum likeli-
hood-based phylogenetic analyses with thousands of taxa
and mixed models Bioinformatics 22 2688ndash2690Stamatakis A (2014) RAxML version 8 a tool for phyloge-
netic analysis and post-analysis of large phylogenies Bioin-
formatics 30 1312ndash1313Stephens M amp Donnelly P (2003) A comparison of Baye-
sian methods for haplotype reconstruction from popula-
tion genotype data American Journal of Human Genetics
73 1162ndash1169Stephens M Smith N amp Donnelly P (2001) A new statis-
tical method for haplotype reconstruction from popula-
tion data American Journal of Human Genetics 68 978ndash989
Tajima F (1989) Statistical method for testing the neutral
mutation hypothesis by DNA polymorphism Genetics
123 585ndash595Tamura K Stecher G Peterson D Filipski A amp Kumar
S (2013) MEGA6 molecular evolutionary genetics analy-
sis version 60 Molecular Biology amp Evolution 30 2725ndash2729
Thomas SM amp Hedin M (2008) Multigenic phylogeo-
graphic divergence in the paleoendemic southern Appala-
chian opilionids Fumontana deprehendor Shear (Opiliones
Laniatores Triaenonychidae) Molecular Phylogenetics and
Evolution 46 645ndash658Toews DP amp Brelsford A (2012) The biogeography of
mitochondrial and nuclear discordance in animals Molec-
ular Ecology 21 3907ndash3930Walker MJ Stockman AK Marek PE amp Bond JE
(2009) Pleistocene glacial refugia in the Appalachian
Mountains and coastal plain evidence from a unique
mitochondrial phylogeographic pattern in the millipede
genus Narceus BMC Evolutionary Biology 9 25
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1677
Biogeographical history of Appalachian Sabacon
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack
Waters JM Fraser CI amp Hewitt GM (2013) Founder
takes all density-dependent processes structure biodiver-
sity Trends in Ecology and Evolution 28 78ndash85Weisrock DW amp Larson A (2006) Testing hypotheses of
speciation in the Plethodon jordani species complex with
allozymes and mitochondrial DNA sequence Biological
Journal of the Linnaean Society 89 20ndash51Xie WG Lewis PO Fan Y Kuo L amp Chen MH
(2011) Improving marginal likelihood estimation for Baye-
sian phylogenetic model selection Systematic Biology 60
150ndash160Zhang J Kapli P Pavlidis P amp Stamatakis A (2013) A
general species delimitation method with applications to
phylogenetic placements Bioinformatics 29 2869ndash2876
SUPPORTING INFORMATION
Additional Supporting Information may be found in the
online version of this article
Appendix S1 Sample information including GenBank
numbers
Appendix S2 PCR conditions and marker development
Appendix S3 COI Bayesian skyline plots
DATA ACCESSIBILITY
Aligned matrices have been deposited at Dryad (doi105061
dryadmk32s)
BIOSKETCHES
The Hedin lab studies the evolution and diversity of arach-
nids including spiders and harvestmen with a biogeographi-
cal emphasis in the southern Appalachians
Author contributions MH implemented the study design
directed data collection conducted analyses and wrote the
manuscript MM implemented the study design collected
specimens and DNA sequence data
Editor Brent Emerson
Journal of Biogeography 44 1665ndash1678ordf 2017 John Wiley amp Sons Ltd
1678
M Hedin and M McCormack