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Relation of Molecular Pharmacognosy to Other Disciplines

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1.3 Relation of Molecular Pharmacognosy to Other Disciplines


As a new and pioneering branch in pharmacognosy being developed, molecular pharmacognosy combines pharmacognosy and molecular biology. With its birth, pharmacognosy develops into its intensive micro-study inevitably. Pharmacognosy itself is a basic multidisciplinary science for applications, and molecular biology is based on modern sciences like life medicine, so molecular pharmacognosy is sure compatible and open cross-disciplinary, interdisciplinary, and multidisciplinary with a rich connotation and denotation.
Molecular pharmacognosy is closely related to the following fields of study: Identification of Traditional Chinese Medicine – With a purpose to identify the genuine from the fake and the good from the bad and to guarantee safety and efficacy, molecular pharmacognosy differs from the traditional identification methods like original plant identi fi cation, character identification, microscopic identification, and physical and chemical identi fi cation in using DNA molecular genetic technology to directly analyze the polymorphism of the genetic materials so as to determine differences in intrinsic and external performance between different varieties of traditional
Chinese medicine, thus providing identification of traditional Chinese medicine with a new convenient and accurate method.
Resource Science of Traditional Chinese Medicine – It is a science to study traditional Chinese medicine in varieties, quantities, geographical location, temporal and spatial variation, rational exploitation, and scienti fi c management. Based on the study of distribution of traditional Chinese medicine resources, resource science of traditional Chinese medicine is aimed to use cost-effective optimization techniques to make a reasonable arrangement for traditional Chinese medicine resources to be harvested, processed, and utilized, so that the society, economy, and ecology can all achieve a coordinated and balanced program of development and thus provide sufficient high-quality raw materials to people’s health care and pharmaceutical industries. Therefore, resource science of traditional Chinese medicine is a comprehensive natural science or an emerging multidisciplinary, cross-disciplinary, interdisciplinary science with a management nature. The concept originated in early 1980s and worked as an independent discipline in late 1980s. Resource Science of TraditionalChinese Medicine , the fi rst book used for teaching, was compiled and published in
May 1993 by Zhou Ronghan, a professor in College of Traditional Chinese Medicine of China Pharmaceutical University in Nanjing. Resource science and molecular pharmacognosy have a close relation for the latter lays a new theoretical basis for resource identification, germplasm diversity detection, searching and expanding new varieties, and new resources of traditional Chinese medicine, thus promoting the development of resource science of traditional Chinese medicine.
Pharmaceutical Botany – As a science that deals with study of pharmaceutical plants by use of morphology, structure, and taxonomic knowledge and methods in botany, pharmaceutical botany shows a major concern for systematic study of botanical knowledge to research the identification and classification of pharmaceutical plants, to investigate their resources, to sort out the types of Chinese herbal medicine, and to ensure accurate and effective medication. Molecular pharmacognosy will provide genetic evidence to pharmaceutical plants in their systemic evolution, the search for new drug source, and the cultivation of new varieties.

Methodology Ideas and Principles

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2.2 Ideas and Principles


2.2.1 Identi fication [ 1 ]

Identification is one of the important study contents of pharmacognosy. The main work of it is to discriminate the genuine and false crude drugs and to evaluate the excellent and inferior in quality of crude drugs. The crude drugs mainly originate from plants, and partly originate from creatures and minerals. It is very important to identify and evaluate the crude drugs because the crude drugs from various species will lead to the difference both in contents and categories of active ingredients. The identification is often based on the following characters of crude drugs: the morphology (character identi fi cation), the tissue structure (microscopic identi fi cation), the secondary metabolites (physical and chemical identi fi cation), the genetic information (molecular identification), and other aspects of characters. With the development of science and technology, the research area of the identification technology is constantly evolving. The methods of pharmacognosy study mainly include (1) identification of botanical origin, (2) trait identification, (3) microscopic identification, (4) physical and chemical identification, and (5) molecular identification. The current identification scope of pharmacognosy includes:

Related Species Identification: 

Many crude drugs and Chinese herbal medicines are multisource species. This part of crude drugs needs to be identi fi ed. At present, the closely related species identi fi cation and quality evaluation of crude drugs are mainly made by using the traditional identi fi cation methods. Because of the similarities in closely related species on morphology, tissue structure, and chemical composition, their identi fi cation is very dif fi cult. As technology advances, the traditional identification methods combined with molecular biology techniques such as the popular DNA bar coding technology will be an effective means to identify the closely related species.

Identification for Analogs of Valuable Chinese Materia Medica: 

The rare and valuable Chinese materia medica (CMM) is one of treasures of traditional Chinese medicine; meanwhile, it is also the object of counterfeit medicines easily produced. The resources of many rare CMM such as Cordyceps sinensis, antler, agallochum, saffron, Dendrobium candidum , musk, etc. are limited, and they are more expensive. Identi fi cation of these herbs is often difficult. Take herbs of agallochums for example. Most of them are imported from the Southeast Asian countries. Both inferior and counterfeit varieties are frequently found in the market.
Because the shapes between the spurious and genuine are very similar, in addition that the spurious’ 95% ethanol extract is higher than that of the genuine one, the common identi fi cation method is sometimes dif fi cult to entirely ensure the identi fi cation results. Recently, with the DNA bar coding technology, E-bionic technology, and GC-MS technology widely used, the authenticity of identi fi cation for valuable CMM has been greatly improved.

Identi fi cation for the Genuineness of CMM: 

The genuineness refers to the study of Chinese materia medica which is produced from specific areas and recognized as the authentic and famous in clinic effects. Genuine herb is the medicine of the original species with long-term breeding in specific environmental conditions and specific production process and eventually becomes a certain crude drug in good quality. The formation of genuine medicine can be summarized as genetic model oriented, eco-oriented, and so on. From a species perspective, authentic herbs can originate from both single varieties and multi-varieties. But even if the single varieties of herbs are considered, their original genetic characteristics of species will continue to divide and form a local special variation of the base of gene. As a result, it is the formation of a genuine herb because of this genetic diversity and variability. Since authentic species of medicinal herbs and non-genuine ones are often very similar in morphology, properties, and chemical composition of crude drugs, their identi fi cation is often very difficult. As an important means of modern molecular biology techniques, the DNA molecular markers and DNA bar coding will play a key role in explaining the biological mechanism in the formation of the genuineness of CMM.

2.2.2 Pharmaphylogeny [ 2 ]

When it comes to the field of study in pharmacognosy, there is a very important part
that aims at exploring the relations among the distribution of biologically active substances, efficacy and plant evolution. Xiao Pei-gen fi rstly put forward the theory of pharmaphylogeny which was concluded from the theory of certain links among plant genetic relationship, chemical composition, and ef fi cacy. It provides a theoretical guidance for the development of medicinal plant resources. Pharmaphylogeny is the study of the correlations among genetic relationships, chemical components, and ef fi cacies of medicinal plants. It is a new interdisciplinary subject in the field of medical plants study, which involves plant taxonomy, plant phylogenetics, phytochemistry, pharmacology, numerical taxonomy, genomics, information science, and other computer technology-related disciplines (Fig. 2.1).
Pharmaphylogeny is characterized by multidisciplinary and infiltration and the scope of their research must be the combination of multidisciplines. Therefore, the study also involves multidisciplinary content:
The framework of pharmaphylogeny

 Fig. 2.1 The framework of pharmaphylogeny

2.2.2.1 Information Science and Intelligence Science Research

With thousands of years of experience in using traditional Chinese medicine, in combination with a large number of international research data on active ingredients, pharmacological effects, and clinical ef fi cacy of medicinal plants, the key task that pharmaphylogeny tries to fulfill is how to use these valuable documents and resources of medicinal plants. Medicinal plants research information system is about the use of modern computer technology, information processing technology, and especially the “Knowledge Discovery in Database, KDD” technology, combination with the research results of chemistry, mathematics, biology, and Chinese medicine to establish and improve the database of medicinal plants, database of natural chemistry, and knowledge base of Chinese medicine. The goal is to dig the information of efficacy and related components in medicinal plants, combined with knowledge of plant systems to explore the law of distribution of active components in medicinal plants.

2.2.2.2 Distribution Law of Chemical Components in Plants

It is the basis to develop new drugs that find the distribution law of chemical components in plant system. Biological diversity leads to the variety of secondary metabolites, which makes it possible to provide human a variety of drugs. However, there is no theory to introduce the new drugs creation, which is bound to do less effectively. Therefore, the main task of pharmaphylogeny is to explore the distribution law of chemical components in plants and guide the screen and development of new drugs.

2.2.2.3 Chemosystematics

As the plant secondary metabolites of medicinal plants, active components in plants subject to gene regulation. It also has the genetic characteristics of the plants. The components’ accumulation in plants is closely related to species of plants and their phylogenesis. Therefore, the chemical components of plant can be thought as a strong evidence of plant systematics. So another task of pharmaphylogeny is to study the chemical evidence of plant systematics and enrich and improve the chemical taxonomy of plants.

2.2.3 Ingredient Phenotype [ 3 ]

As to the study of pharmacognosy, it is the focus of the quality formation in herbs. And the quality of herbs is based on the content of effective component (mainly the secondary metabolites) of herbs, whose production is closely related to secondary metabolism in medicinal plants. The secondary metabolism is controlled by enzymes in some related secondary metabolism pathway. Therefore, the core of the molecular pharmacognosy study is to disclose the relationship between genes encoding enzymes in the secondary metabolism pathway and secondary metabolites.
When it comes to the use of molecular biology techniques, such as gene cloning, transgenic technology to study the quality of tradition Chinese medicine, the greatest dif fi culty encountered, compared with the crop, is unknown or little known about the genetic information of medicinal plants. In another word, the unclear genetic information especially about genes in secondary pathway in medicinal plants has become a serious constraint of genetic engineering about secondary metabolism in medicinal plants. Because of the cloning of unknown functional genes in the unknown downstream of secondary pathway related to active components biosynthesis, it will become a dif fi cult job but an important task that has to be completed. Although the structure of active components is clear, their biosynthesized secondary metabolic pathways in medicinal plants are not clear, which brings the most dif fi culties in the related functional gene cloning and genetic engineering study. Currently, the rice and Arabidopsis genome sequencing have been completed. As the same with the human genome plan coming into post-genomic era focused on functional genomics, the post-genomic era of plant is also focused on the function of genes. With the reference to Arabidopsis genetic information, many important plant functional genes will be found. However, because of the big difference between the active components of medicinal plants and the structure of secondary metabolites in Arabidopsis, added with the unknown secondary metabolic pathway, it is dif fi cult to design and synthesize primers to clone functional genes related to the secondary metabolisms based on the reference genome information of Arabidopsis. Since most of secondary metabolic pathways for active ingredients biosynthesis in medicinal plant are not clear, it will be extremely dif fi cult to clone genes according to similar information of sequence of genes from other plants.
The classic study of plant secondary metabolic pathways is isotopic tracer method. Because this method has some dif fi culties in operation, along with isotopes of radioactive pollution and other unforeseen factors, the isotopic tracer method is limited to be widely used to some extent. To this point, we introduce a new idea and method, the “ingredient difference phenotypic cloning,” for secondary metabolic pathway of active ingredient and its related functional genes cloning.
This method does not require clear information of pathway for active ingredients biosynthesis and sequence information of homologous genes. It has lots of advantages, such as high-speed and high-flux cloning, without clear information about gene sequence of secondary metabolism-related enzymes and the pathways. This will undoubtedly provide new ideas and effective means to solve the bottleneck problem of active related ingredients. Its concepts, mechanism, and methods are introduced as follows:

2.2.3.1 Concept

“Ingredient difference phenotypic cloning,” a sort of phenotype cloning, is an effective strategy and method for the cloning of genes encoding key enzymes that regulate the secondary metabolisms. It is based on the phenotype of differences in ingredients (secondary metabolites) to clone functional genes that belong to some unknown secondary metabolic pathways by the technology of gene differential expression. The phenotypes of differences in ingredients include the difference in the content of them and the presence or absence of certain ingredients. This method has advantages of high fl ux, fast, and high ef fi ciency in gene cloning, and the most predominance of it is to clone the unknown functional genes in unclear secondary metabolic pathway.

2.2.3.2 Postulate

Under external stimulation, such as a variety of environmental stresses and elicitors’ stimulation, levels of gene expression in plant cells often abnormally increase, and it may lead to dramatic increase in secondary metabolites’ accumulation.
Since ingredients (secondary metabolites) in medical plants are easily tested, We can regard it as the phenotype of differential expression of genes and clone some objective genes in a certain secondary metabolic pathway by some technologies, such as differential display, suppression subtractive hybridization, and cDNA microarray.

2.2.3.3 Method

When it comes to the design of ingredient difference phenotypic cloning, the most important factor that has to be considered is how to make the biggest difference of active ingredients in plant cells between dealt groups of plants and the control ones. The operation in details is as follows: Firstly, add elicitors like heavy metals and other biological elicitors into the culture medium to make the biggest difference of active ingredients in the dealt groups of plant cells compared with that of control ones. After dealing with elicitors, the activity of secondary metabolism in plant cells will be stimulated and enhanced quickly, and the production of secondary

Steps of ingredient difference phenotypic cloning

 Fig. 2.2 Steps of ingredient difference phenotypic cloning
of metabolism, the active ingredients will be accumulated rapidly at the same time. Secondly, determine the content and categories of ingredients in different groups of cultured plant cells with HPLC or LC-MS and select pair groups with the biggest different content of ingredients for the study of “ingredient difference phenotypic cloning.” Finally, screen the objective fragment of genes with differential expression, clone the full length of cDNA, analyze the sequence, and verify the function. The steps of the method can be shown in Fig. 2.2 .
In this study, the first to do is to acquire the biggest variability of ingredients. Several methods can be used in ingredients analysis. For determination of the most active ingredients, HPLC method is usually used, but for some of volatile ingredients, GC method can be used, and for the unknown structure of ingredients, LC-MS is an ideal determination method. As to gene cloning method in the study of “ingredient difference phenotypic cloning,” the mRNA differential display reverse transcription PCR (DDRT-PCR), the suppression subtractive hybridization (SSH), cDNA microarray, and so on will be good methods available.
Advantages: Firstly, it has the advantages of high fl ux, fast and high ef fi ciency in gene cloning. Secondly, it will effectively clone the functional genes without necessity to know the exact homologous sequence information for multi-gene cloning and the ingredient-related biosynthesis pathway.
 Table 2.1 Genes of key enzymes, precursors, and production of secondary metabolism in Salvia miltiorrhiza
Genes of key enzymes, precursors, and production of secondary metabolism in Salvia miltiorrhiza

2.2.3.4 Applications

Clone of Genes Encoding Key Enzymes of Secondary Metabolic Pathways With the introduction of “ingredient difference phenotypic cloning” strategy, we have cloned six cDNA fragments of genes encoding key enzymes involved in secondary metabolism of Salvia miltiorrhiza hairy roots dealt with elicitors of yeast extract by cDNA microarray analysis (Table 2.1). Among these six functional genes, five of them (SmAACT, SmCMK, SmIPPI, SmFPPS, SmKSL) encoded the enzymes of tanshinone biosynthesis and one (Sm4CL) was involved in the biosynthesis of salvianolic acid by blastx analysis, which involved secondary metabolic pathway analysis with online software of KEGG. After the analysis, full-length cDNA of these 5 genes were cloned by 3’race-PCR and 5’race-PCR method. The five genes involved in tanshinone biosynthesis were registered in GenBank online database.
Their GenBank code was shown to be in the order: F635969, EF534309, EF635967, EF635967, EF635968, EF635966. Help to Systemically Reveal Between the Biological Network of External Stimulating Factor and Secondary Metabolism and Elucidate the Mechanism of Gene Expression Regulation of Secondary Metabolisms
Here we elucidate the effects of elicitors on secondary metabolism as an example; to begin with, the elicitors bind with membrane receptors and introduced changes in membranes of which lead to changes of membrane’s permeability and internal ion distribution in membranes. At the same time, G-proteins may be coupled to receptors and mediate elicitor-induced ion channel activation. Ion fl uxes, especially Ca2+influx, cause cytosolic free Ca2+ spiking which causes activation of protein kinases, peroxidases, NADPH oxidases, and phospholipases, which further generate other signaling messengers, such as reactive oxygen species, DAG, IP3, cAMP, lysoPC, JA, ethylene, NO, cADP ribose, and SA. All these messengers compose paralleling or cross-linking pathways to integrate these signals into regulation of transcription factors (TFs) [ 4 ]. Various transcription factors integrate these signals to activate gene expression by transcription machinery. Most genes for secondary metabolite synthesis are late response genes. The response genes’ expression levels then affect their encoding enzymes in regulating secondary metabolite synthesis. That is the theory to explain the biological network relations between external stimulating factor and secondary metabolism.
With the development of functional genomics, proteomics, and metabolomics, many new and powerful tools could be applied to plant secondary metabolism study and improve overall understanding and practical manipulation of plant secondary metabolite production. The ingredient difference phenotypic cloning is a useful and powerful method mainly involved in transcript-profi ling differential analysis and secondary metabolites related genes cloning in medical plants. This method helps to identify more genes involved in biosynthesis of secondary metabolites but also facilitates isolation of some possible signal transduction components such as transcription factor and other regulation genes.
Taking advantages of “ingredient difference phenotypic cloning” methods, we have at the same time acquired signal transduction proteins, sulfate transporter, DNA binding/transcription factor, and other secondary metabolism-related genes.
The results and established methods lay a useful groundwork for future study of regulation mechanism of genes for ingredients biosynthesis (Table 2.2). The ingredient difference phenotypic cloning method makes people’s attention once again focus on the close relations between phenotype of secondary metabolites and genetic information in medicinal plants. To minimize the impact of external uncontrollable factors and make the maximum differential of secondary metabolites, the ideal strategy of the study system is to culture the tissue and cells of medicinal plants under the controlled condition and stimulate plant cells to produce the utmost differential phenotype by adding the elicitors into the culture medium. According to the phenotype difference, a great body of differentialexpressed objective genes would be efficiently cloned with high-throughput techniques of microarray.
Since secondary metabolism of plant is often affected by external environmental factors, profiling a group of secondary metabolites from plants under various environmental conditions helps to understand metabolic fl ux and the related regulatory mechanisms. Because of the close relationship between geographyrelated environmental condition and biosynthesis of secondary metabolites for defense, plant cells have various strategies to control metabolic flow directions.
This regulation is mainly controlled at enzyme and gene expression levels. Thus, the “ingredient difference phenotypic cloning” method can be widely used in the study on the formation mechanism of geo-authentic medical material at molecular level.

The cloned partial regulation genes related to secondary metabolism of Salvia miltiorrhiza by “ingredient difference phenotypic cloning” method
Combining the approaches of transcription profiling proteomics and secondary metabolite profiling, the method of “ingredient difference phenotypic cloning” offers the most powerful tool ever in studying all aspects of plant secondary metabolism as a whole.

2.2.4 Systems Biology

Secondary metabolite is a kind of micromolecular organic compound produced during the growth and development of plants along with the adaptation of outer environment. It has been estimated that the amount of secondary metabolites in plants is more than 100,000, including terpenoids, phenols, alkaloids, polyacetylenes, etc. [5] . So far, the studies on medicinal plant secondary metabolites have concentrated on such aspects as separation of chemical composition, structure determination, bioactivity, pharmacological actions, etc. However, the content of secondary metabolites in medicinal plants is relatively low, and the resources of natural medicinal plants are limited, which affect the quality control of medicinal plants and the exploitation of active ingredients. So it is obviously important to study the biological formation of secondary metabolites; to unearth genes of relevant enzymes, signal factors, or enviromental factors; and to systematically illustrate biosynthetic pathway, signal transduction pathway, and biological formation mechanism as well as the interaction of them.
Systems biology is a new fi eld that aims at system-level understanding of biological systems, and it is the fi rst time that we may be able to understand biological systems grounded in the molecular level as a consistent framework of knowledge after genomics, proteomics were put forward [ 6 ] . Different from molecular biology focusing on the individual ingredient, systems biology concentrates on constitution of all the compositions (such as gene, RNA, protein, etc.) in a biological system and the correlations of these compositions under specific condition [ 7 ] . It is a powerful tool to explore biology fully, and the thought and approach applying to secondary metabolites in medicinal plants is an effective way to fully proclaim the process from genes to secondary metabolites [ 8 ] .

2.2.4.1 Biological Process of the Formation of Secondary Metabolites in Medicinal Plants

Biological process of the formation of secondary metabolites in medicinal plants, which are regulated by various biotic and abiotic factors either from gene or environments, is very complex. Now, there are various hypotheses existing in induced mechanism of the production and accumulation of secondary metabolites, including growth/differentiation balance (GDB), carbon/nutrient balance (CNB), optimum defense(OD), resource availability(RA), etc. [ 9– 12 ] . From the angle of systems biology, the formation of secondary metabolites is a systematic biological process,

The possible biological processes of secondary metabolites formation in medicinal plants
 Fig. 2.3 The possible biological processes of secondary metabolites formation in medicinal plants
which consists of three portions, the stimulation of environmental factors (inner and outer environments), signal transduction, and the biological process catalyzed by gene expression and protease translation. The speci fi c process is as follows: environmental factors stimulate receptors out of plant cells, making receptors activated. These receptors activate intracellular signaling cascade and then transcription factors to start the expression of specific genes. Afterward, genes are transcribed and translated into relevant proteases, in order to catalyze the production of secondary metabolites (Fig. 2.3 ).

2.2.4.2 Technology Platform and Basic Methods of Systems Biology

Compared with the method of reduction theory that molecular biology adopts, systems biology applies the method of systems science to quantitative studies on organisms as an entire system instead of isolated parts [ 13 ] . Classic molecular biology research is a vertical research to study a single gene or protein by various approaches. First, fi nding speci fi c genes on the DNA level and then studying the function of genes by methods of gene mutation or gene knockout; on this basis, studying the space structures, modi fi cation of proteins, or protein-protein interaction. Genomics, proteomics, and the others are horizontal researches to study thousands of genes or proteins simultaneously by a single method. But the method of systems biology integrates both of them to be a three-dimensional study [ 14 ] . It can take full advantage of omics technologies to study the molecular difference among biosystems, infer the mechanism of environmental chemistry in biosystems, establish mathematical models to assess the modification or diversity of mRNA, protein, illustrate the holistic biological effects, and describe biological functions, phenotypes, and behaviors.
The major technology and platform of systems biology consist of genomics, transcriptomics, proteomics, metabonomics, interactomics, and phenomics [ 15 ]. Genomics is about genome mapping (including genetic map, physical map, and transcription map), nucleotide sequences analysis, gene mapping, and gene function analysis to all genes of a species. And the common analysis methods of transcriptomics are differential display, gene chip, EST, MPSS, cDNA-AFLP, etc. [ 16, 17 ] .
Recently, the German scientist Marc Sultan [ 18 ] utilized deep sequencing to get a brand-new view of the human transcriptome, and it is expected to apply to transcriptomics of other species. The major approaches of proteomics analysis are DEP, MS, etc. Metabonomics is a very important way to study medicinal plants and achieve modernization of traditional Chinese medicine [ 19– 21 ] , with common analysis methods of NMR, GC-MS, LC-MS, FTMS, CE-MS, etc. Genomics, transcriptomics, proteomics, and metabonomics detect and identify various molecules to study their functions on the level of DNA, mRNA, protein, and metabolin, respectively, forming multiple levels of biological information transfer. Interactomics studies interaction of molecules to discover and identify molecular pathways and networks, and to draw interaction maps systematically. Phenomics is regarded as a link between genotype and phenotype.

2.2.4.3 The Application of Systems Biology in Secondary Metabolites Study

Biosynthetic Genes and Pathways of Secondary Metabolites Biosynthetic pathway is the core of study on secondary metabolites in medicinal plants, an extremely complicated process from the genes to biological phenotypes (secondary metabolites). People have had a basic understanding of the main part of secondary metabolic pathway through long-term studies, such as shikimic acid pathway of phenols and IPP pathway of terpenoids [ 5 ]. Because of a variety of metabolites, end products are often generated by structural modification after the formation of basic framework. Currently, except taxol, arteannuin, indole alkaloids in Catharanthus roseus , etc., the majority of secondary metabolic pathways are not yet fully elucidated, waiting to be further illustrated.
Our research group has adopted the thought and approach of systems biology to acquire systemic studies results on biosynthetic pathway of tanshinone as diterpene secondary metabolite in S. miltiorrhiza [ 22– 25 ] (Fig. 2.4 ). Using elicitors to stimulate S. miltiorrhiza hairy root can lead to diverse phenotypes of the tanshinone content. And we analyze the metabolome, proteome, transcriptome of multiple materials with diverse phenotypes. The next step is to obtain full-length genes from the screened gene fragments which are closely related to tanshinone secondary metabolites, by multivariable analysis. SmCPS from clone is the fi rst (+)-CPP synthetase in angiosperm; SmKSL is identi fi ed as a new diterpene synthetase, and it

Systems biology approach to explore tanshinone biosynthesis
 Fig. 2.4 Systems biology approach to explore tanshinone biosynthesis
can catalyze (+)-CPP into miltiradiene. This is a new and speci fi c branch of tanshinone diterpene biosynthetic pathway, which puts tanshinone diterpene biosynthetic pathway two steps forward.
Excavation of Signal Factors and Study of Signal Transduction Pathways Cells for the intercellular communication and the process of cellular compression reactions receive signals from outside. And these signals are converted into intracellular signals or cascades. The typical signals include hormone, pheromone, heat, cold, light, osmotic pressure, and some other materials, like the appearance or the concentration changes of glucose, potassium ion, calcium ion, and cAMP.
And the significant difference between signal transduction and metabolic process is metabolic process provides the transmission of quality, determined by a series of catalyze reactions but signal transduction undertakes information processing and transferring.
The biosynthesis of secondary metabolites in plants is a series of complex biochemical reactions controlled by correlative intracellular genes. But the environmental factors do not participate in secondary metabolites directly like outside stimulating factors, so there must be relevant intracellular signal molecules and corresponding signal transduction mechanisms to receive and conduct stimuli of external factors. Study has discussed that the correlative signal molecules and signal transduction mechanisms, regulated by secondary metabolites biosynthesis in plant molecules, can contribute to the understanding of the regulation laws of secondary metabolites biosynthesis in molecules, as well as can provide a rationale for improving secondary metabolites output of cultured cells in production practice [ 26 ]. Since there have been in-depth signal transduction researches on plant disease resistance and defense responses, studies on the mechanism of secondary metabolism signal transduction in medicinal plants are still in the initial exploration stage. Xu Maojun research group has made progress on the study on the signal factors and signal transduction mechanism of mediating Forsythia suspense seeds into hypericin and accumulating Ginkgo fl avonoid glycoside in Ginkgo cells [ 27 ]. Additionally, at the foundation of optimizing the cell culture conditions, it fi nds that UV-B is an external environment stress factor, which can induce the synthesis and accumulation of flavonoids in the cells from 5 to 30 h, using the established Hypericum chinense cells as materials, then, it can explore the signal transduction mechanism deeply induced by UV-B. It also considers that this process is in fl uenced by NO and H2O2 signal molecules, and these molecules will have synergetic effects on the process, which is regarded as a new signal interaction phenomenon. Furthermore, the study deems NO mediating UV-B to induce the synthesis and accumulation of flavonoids and is related to the CHS genes expression, but H2O2 is not [ 28 ]. The most feasible application of systems biology is conducting detailed models of cell regulation and focusing on specific signal transductions and molecules at all levels, in order to have a deep understanding of drug discoveries on the basis of mechanism [ 29 ] .
Obviously, these are beneficial explorations via the thought and methods of systems biology to study the secondary metabolite signal transduction pathway. And secondary metabolite signal regulation in plant cells is a quite complex system.
Recently, there have been some defi nite progresses in the relevant researches, but now it is still far from completely knowing the mechanism of secondary metabolite signal transduction pathway. By fi nding signal molecules that can make the phenotype of secondary metabolites different, the application of systems biology methods is ultimate to make high-throughput isolation of mutants related to plant secondary metabolites, to clone the relevant genes of secondary metabolism regulation with studying the functions as well as to discuss about activating transcription factors to start specific genes expressing signal transduction pathways so that it can establish the interaction and network of signal factors, genes, and metabolites to illustrate signal transduction pathways based on the formation and accumulation of secondary metabolites.
Ecology of Medicinal Plant Secondary Metabolism Plants in the growth progress will be influenced or even coerced by various environmental factors, including abiotic factors (such as light, temperature, soil, moisture, atmosphere, etc.) and biotic factors (damage by diseases and insects, herbivores, microorganisms, arti fi cial inferences, etc.). Plants make adaptive responses to these factors at the foundation of morphological structure, physiology, biochemistry, and gene expression. And secondary metabolite is one of significant biochemical regulators, for example, concentration of fl avonoids, terpenes, alkaloids, and organic acids in plant tissues will definitely rise under water deficit conditions [ 30– 33 ] . As a result of coupling with environment for a long period, plant secondary metabolism is playing an important role in enhancing plants self-protection ability and recording more environmental information than primary metabolism. Some scholars [ 34 ] proposed the concept of ecology of plant secondary metabolism. Compared with chemical ecology and plant physiological ecology, ecology of plant secondary metabolism pays much attention to both secondary metabolism itself and the way environmental factors induce the generation of these compounds. Therefore, it is an important task for ecology of plant secondary metabolism to illustrate how to induce activation of relevant acceptors, express genes, and conduct secondary metabolism.
Owing to the fact that secondary metabolism is complicated and plants are usually affected by different environmental factors at the same time, like drought and high temperature often coexist, the work of studying the relationship between ecological factors and secondary metabolism is full of challenge. Recently, there have been more and more related researches on the way to quantitative researches, because qualitative description cannot state the relationship fundamentally.
In terms of signal transduction, gene expression, or metabolites, we can adopt the methods of controlled experiment and systems biology to reveal how different outside stimuli induce and regulate secondary metabolism by receptors and mechanism of intracellular signal transduction. We can also establish a network of enviromental factors-genes-metabolites, and try to find out the pathway of enviromental factors activate related receptors, and the receptors initiate gene expression and regulation for producing the metabolites, which cloud clarify the physiological mechanism of the generation and accumulation of secondary metabolites in medical plants as well.
Here we could utilize two strategies to achieve the goal: initially, using controlled experiments which control investigated environmental factors (like temperature factor) strictly, tracking and analyzing the key enzymatic genes expression in secondary metabolism and protein (enzyme) synthesis, detecting the content variation of secondary metabolites, thus positively proclaiming the relationship between environmental factors and secondary metabolism; then, analyzing the content of secondary metabolites with different phenotypes and the environmental factors that may affect the accumulation of secondary metabolites and detecting relevant genes expression. Therefore, through repeated con firmation, we read the relationship between plants and environment via secondary metabolism, cognizing plant secondary metabolism via ecology.
Metabolic Engineering of Medicinal Plant Secondary Metabolites Metabolic engineering is mainly about altering metabolic fl ow, expanding metabolic pathway, or establishing new metabolic pathway to reach the expected target by genetic engineering. And the study has made great development. The group of Professor Kexuan Tang converts genes of PMT (rate-limiting upstream enzyme putrescine N -methyltransferase) and H6H (the downstream enzyme hyoscyamine 6-hydroxylase) into henbane and produces 411 mg/L scopolamine in transgenic henbane hairy root which is over nine times more than that in the wild type (43 mg/L), improving the accumulation of tropane alkaloids greatly [ 35 ] . American Professor Jay D. Keasling et al. produced the antimalarial drug precursor artemisinic acid in engineered yeast by a series of methods of gene regulation [ 36 ] . This introduced single, multiple target genes or an integrated metabolic pathway to produce new target materials or increase the content of target metabolites in organisms.
Moreover, antisense RNA and technologies like RNA interference can reduce the expression level of target genes and thereby restrict competitive metabolism pathway, alter metabolic fl ow, and increase the content of target materials. The study of Allen et al. [ 37 ] shows that blocking the metabolism pathway of morphine production in opium poppy will lead to the accumulation of reticuline and its methylated derivatives.
A new strategy of metabolic engineering is treating signal pathway and transcription factor as regulating targets [ 5 ] . Modifying the transcription factors that control multiple biosynthesis genes will regulate plant secondary metabolism effectively and improve the accumulation of specific compounds. For example, in the biosynthetic pathway of diterpenoid indole alkaloids in Catharanthus roseus, high expression of the transcription factor ORCA3 with AP2/ERF functional domain will result in the overexpression of several relevant genes and accumulation of
diterpenoid indole alkaloids [ 38 ] .
Medicinal plant metabolic engineering aims at improving the content of some important secondary metabolite and its precursor to solve the problem of medicine sources. If the content can be enhanced by the method of gene engineering, there will be enormous economic and social bene fi ts. So far, scientists have paid much attention to developing predictive metabolic engineering, and it utilizes the way of systems biology to integrate the data from metabolomics, proteomics, and transcriptomics and then to carry out repeated systematic simulation on the level of metabolic network, finally to get the result that is closer to true state. The existing database and instrumental analytical methods have made such system analysis possible to some extent.

2.2.4.4 Prospect

Systems biology is a collaborative study on the interaction of components in cellular network and other components in biosystem, the application of highthroughput genome-wide experimental techniques, and the integration of calculation methods and experiment results. Study on the production of secondary metabolites in medicinal plants by the thought and approach adopted in systems biology includes the matriculate way of secondary metabolites and signal transduction of signal factors. The most obvious feature of interactive relationship between generation and accumulation of metabolites and external environment is the holistic study from the reductionism perspective, which can adequately explore genes, transcription factors, signal factors, and environmental factors related to secondary metabolite biosynthesis. Establishing the system model of genes expression and regulation in secondary metabolite biosynthesis provides rationale for fully interpreting molecular mechanism of the production of secondary and the metabolic engineering. And it is of great signi fi cance to explain the cause of active ingredients in traditional Chinese medicine, the formation mechanism of famous-region drug, or the reasonable development and utilization of medicinal plant resources systematically.

Methodology Study Objects

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2.3 Study Objects

2.3.1 “Dao di” Medicinal Materials

Generally speaking, “dao di” medicinal materials are the genuine articles, the “real McCoy,” and the “geo-authentic” medicinal materials with Chinese characteristic and good quality in clinical effect. The concept of “dao di” has a long history of significance in Chinese medicine, and it is essential to preserve this rich, clinically relevant information. A good diagnosis is nearly useless if one uses poor quality herbs. The biological meaning of “Dao di” medicinal materials refers to the same species of medicinal plants from differences areas. That is to say, a certain subunit of a species of medicinal plants with similar ecological structure character from different region forms the populations. Among the populations, if one of them yields good quality of medicinal material with superior clinical effects, we call them as “dao di” herbs or “dao di” medicinal materials and the correct geographic region is called as “dao di” (geo-authentic) region. Therefore, “dao” means the botanical species of a particular population. It should be the formation of the interaction between genotype and environmental factors and can be expressed as: phenotype = genotype + environmental modification.
An investigation found that when a species has a wider distribution area, its subunit of population from different regions often display different genotypes, or called local specialized genotype, and these genotypes are due to different ecological or geographical conditions shaped by long-term section. That is the genetic nature of “dao.” So to speak, the connotation of molecular pharmacognosy is to study the difference of genetic material of DNA in similar medicinal materials and identify the genuine and false term, the superior and inferior term of them [ 1 ] .

2.3.2 Tissue Culture

Use of genetically modified organisms (microorganisms, plant tissue culture) as a bioreactor to produce the exogenous gene-encoding products is one of the most attractive areas in genetic engineering, which is called “new generation of pharmaceutical factory.” It also has challenges and dif fi culties for the study of molecular pharmacognosy to produce drugs by application of transgenic plants.
Hairy root culture technology developed in the last century has opened up a new way for the study of secondary metabolites biosynthesis, functional gene cloning, and regulation of secondary metabolism and R&D of new active pharmaceutical ingredients. So it has become a hot spot for pharmaceutical ingredients production through enhancement of secondary metabolites’ accumulation by genetically modifying and regulating methods [ 1 ] .

2.3.3 Animal Medicinal Materials

A great majority of Chinese medicinal materials originate from either plant or animal sources. Animal medicinal materials mainly include the animal’s fur, skin, horns, and bones and insects’ body. The challenge of correct identification for animal medicinal materials is compounded by substitutions and unscrupulous adulterations. The traditional phenotypic identi fi cation often encounters difficulties in animal materials. The recently developed DNA analysis becomes an important tool to complement organoleptic, morphological, anatomical, and chemical parameters.
With the development of molecular markers, like the wide array of sequences and patterns in the genomic, chloroplast, and mitochondrial DNA, especially for the COI gene widely used in animal material marking, the animal material identification problem will be more and more easy to be solved [ 39 ]. The molecular markers for snake identification written into Chinese State Pharmacopeia (2010 edition) is thought to be a milestone in the development history of identification of pharmacognosy.

Therefore, it is the major advantage of molecular pharmacognosy to solve the problem of animal identification.

Methodology Technology

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2.4 Technology


The goal of molecular pharmacognosy is to solve the problems about medicinal materials to ensure safety, efficacy, and quality of traditional medicines. There are a number of methods involved in molecular pharmacognosy study.
Identification is the first task of molecular pharmacognosy. In the past, identi fication of Chinese medicinal material was mainly based on morphological features. The identification of morphological features is simple and inexpensive but heavily depends on the experience and judgment of the inspector. Then the method of microscopic features identi fi cation has been developed. This method is based on microscopic features, such as texture, tissue arrangement, and cell components.
Other identi fi cation methods also have been developed by physical and chemical ways. These methods provide a more objective, standard, and accurate way for Chinese herbs’ identification than the subjective judgment of inspector based on morphological features of medicinal materials.
One of the most reliable methods for identi fi cation of Chinese medicinal materials is by analyzing DNA. In terms of the mechanisms involved, DNA methods can be classi fi ed into three types, namely, polymerase chain reaction (PCR)-based, hybridization-based, and sequencing-based methods.

2.4.1 PCR-Based Method

PCR-based methods use ampli fi cation of the region(s) of interest in the genome; subsequent gel electrophoresis is performed to size and/or score the amplification products. PCR-based methods include PCR-restriction fragment length polymorphism (PCR-RFLP), random-primed PCR (RP-PCR), direct amplification of length polymorphism (DALP), inter-simple sequence repeat (ISSR), ampli fi ed fragment length polymorphism (AFLP), and directed ampli fi cation of minisatellite-region DNA (DAMD). Except PCR-RFLP and DAMD, these methods are suitable for Chinese medicinal materials which lack DNA sequence information, as they do not require prior sequence knowledge [ 40 ] .

2.4.2 Hybridization-Based Methods

Nucleic acid hybridization is a process in which two complementary single-stranded nucleic acids anneal into a double-stranded nucleic acid through the formation of hydrogen bonds. The most obvious advantage is that if the probes are oligonucleotides shorter than 100 bases, hybridization is possible even after a considerable level of DNA degradation [ 41 ]. However, a relatively large amount of DNA is required and the process is time-consuming (because the hybridization step typically requires overnight incubation) [ 41 ] .

2.4.3 Sequencing-Based Methods


DNA sequences can be used for studying phylogenetic relationships among different species [ 42 ]. Another advantage of using sequencing for species identi fi cation is that the identities of adulterants can be identified by performing sequence searches on public sequence databases such as GenBank. However, prior sequence knowledge is required for designing primers for amplifi cation of the region of interest [ 41 ] .

Methodology Case Study (I)

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2.5 Case Study (I)

Candidate genes involved in tanshinone and salvianolic acid biosynthesis acquired by “ingredient difference phenotypic cloning” method.
This example is desired to concretely introduce how to use the new method or strategy for cloning of functional genes involved in secondary metabolism. The advantages of high speed, high flux, and without need for clear genetic information of the method in gene cloning will be shown in details in this chapter.

2.5.1 Materials and Methods

2.5.1.1 Plant Material and Preparation of mRNA

The S. miltiorrhiza used for cDNA library construction was collected from Shangluo, Shanxi province. Hairy roots were grown in MS medium, and on day 18, postinoculation was dealt with YE and Ag + according to the reference [ 43 ] and harvested after 24 h. For RNA extraction, 5–10 g of hairy root material was frozen and stored in liquid nitrogen immediately after harvest.

2.5.1.2 Microarray Production

Microarray production was performed as described previously [ 22 ] . Briefl y, the source of the clones arrayed was an S. miltiorrhiza root tissue cDNA library. The library was constructed in ZAP Express vector (Stratagene, La Jolla, CA). Eight thousand seven hundred and thirty-six individual phage clones were picked randomly and amplified by polymerase chain reaction (PCR) using the M13 and BK universal primers with the GeneAmp PCR system 9700 (Perkin Elmer, Foster City, CA). PCR products were purified using MultiScreen filter plates (Millipore) and eluted in 100 m L of 0.1 × TE (pH 8.0). After analysis by agarose gel electrophoresis, 4,354 samples were dried to completion, resuspended in 15 mL 50% DMSO (approximately 1g/L) , and then transferred to a 384-format plate to be subsequently used for spotting. Amplified cDNAs were spotted in duplicate onto silylated microscope slides (CEL Associates, Houston, TX) using a 16-pin print head and a custom-built arraying robot. After arraying, the slides were air-dried and stored in the dark. Each of the microarray experiments was performed in duplicate with the dyes reversed.

2.5.1.3 Preparation of Fluorescent Dye-Labeled DNA, Hybridization, Scanning, and Data Acquisition

cDNA labeled with a cyanine fl uorescent dye (Cy5 or Cy3-dCTP) was produced by Eberwine’s linear RNA amplification method and subsequent enzymatic reaction [ 44 ]. Specifically, double-stranded cDNAs (containing the T7 RNA polymerase promoter sequence) were synthesized from 101g total RNA using the cDNA synthesis system according to the manufacturer’s protocol (Takara). A T7-oligo (dT) primer (50-AAACGACGGCCAGTGATTGTAATACACTCACTATAGGCGCTTTTTTTTTTTTTTTTT3) was used instead of the polyT primer provided in the kit.
After completion of double-stranded cDNA synthesis, cDNA products were puri fied using a PCR purification kit (Qiagen) and eluted with 60 m L elution buffer. One-half of the eluted double-stranded cDNA products was vacuum evaporated to 8 mL and used as a template in 20 m L in vitro transcription reactions at 37 °C for 3 h using the T7 RiboMAX Express large-scale RNA production system (Promega). The amplified RNA was purified using an RNeasy minikit (Qiagen). Klenow enzyme labeling strategy was adopted after reverse transcription. Briefly, 2mg amplified RNA was mixed with 2 lg random hexamers, denatured at 70 °C for 5 min, and cooled on ice.
Then, 4 mL of first-strand buffer, 2 mL of 0.1 M DTT, 1 m L 10 mM dNTP, and 1.5 mL SuperScript II (Invitrogen) were added. The mixtures were incubated at 25 °C for 10 min, then at 42 °C for 60 min. The cDNA products were purified using a PCR purification kit (Qiagen) and vacuum evaporated to 10 m L. The cDNA was mixed with 2 lg random hexamers, heated to 95°C for 3 min, and snap cooled on ice. Then, 10 mL buffer, dNTP, and Cy5-dCTP or Cy3-dCTP (Amersham Pharmacia Biotech) were added to final concentrations of 120 mM dATP, 120 mM dGTP, 120 mM dTTP, 60 mM dCTP, and 40 mM Cy-dye. Klenow enzyme (1m L; Takara) was then added, and the reaction was performed at 37 °C for 60 min. Labeled cDNA was purified using a PCR purification kit (Qiagen) and resuspended in elution buffer. Labeled controls and test samples were quantitatively adjusted based on the efficiency of Cy-dye incorporation and mixed with 30 m L hybridization solution (50% formamide, 19 hybridization buffer; Amersham Biosciences). DNA in the hybridization solution was denatured at 95 °C for 3 min prior to loading onto a microarray. Arrays were hybridized at 42°C overnight and then washed twice (0.2% SDS, 29 SSC at 42°C for 5 min, then 0.29 SSC for 5 min at room temperature). Microarray data were analyzed using GenePix Pro 5.0 (Axon Instruments, Union City, CA). The scanned data were normalized by the global normalization method [ 45 ], which normalizes the image data between Cy3 and Cy5 channels by adjusting the total signal intensities of two images and removing unreliable spots. The unreliable spots were discarded based on the following screening. Spots containing clones that had poorly amplified or multiple bands, as well as those that were flagged because of a false intensity caused by dust or background on the array, were removed. Spots with <65 % of the spot intensity at >1.5-fold that of the background in both channels were ignored. Clones in one sample that had an average induction greater than two fold in another were determined as up- or downregulated. Data management and analyses were carried out using Microsoft Excel and Microsoft Access database. After normalization, we calculated the means and coefficients of variation for the observed signal intensities in each channel and the ratio of signals from two replicates.

2.5.1.4 Sequence Analysis

cDNA clones with different expression in the microarray experiments were sequenced using the Applied Biosystems dye terminator cycle sequencing Read Reaction kit and a 3130 DNA sequencer. Vectors or imprecise nucleotides, such as polyT and polyA, and double peaks were removed. EST assembly was performed to obtain unigenes using Staden Package (gap4) software ( http://staden.sourceforge*net ). The sequences were fi rst compared with the GenBank database using BLASTX(http://www.ncbi.nlm.nih*gov/BLAST/). Genes with score values higher than 80 and identity values higher than 35 % were designated as significant homologous genes. Unigenes with E-values [ 5 ] were designated as unknown. The undesignated genes were then identified by comparison with sequences in the nonredundant nucleotide and EST databases of GenBank using the BLASTn algorithm. Gene ontology (GO) (http://www.geneontology*org ) was used to describe gene and gene product attributes. All genes were classi fi ed in terms of biological process, cell component, and molecular function. Kyoto Encyclopedia of Genes and Genomes (KEGG) (http://www.genome*jp/keg) [ 46 ] was used to identify biochemical pathways associated with hairy root development stages.

2.5.2 Results

2.5.2.1 Microarray Experiments

Microarrays were used to examine gene expressions quantitatively after hairy root dealt with YE + Ag + . Previous research has shown that after dealt with YE + Ag + , the secondary metabolite of tanshinone’s accumulation increased dramatically [ 47 ] . In total, 4,354 unsequenced ESTs were picked from a cDNA library constructed from S. miltiorrhiza root tissue, ampli fi ed by PCR, and arrayed in duplicate on chemically modified microscope slides by using a robotic printing device. Experiments of comparing gene expression difference in two groups of hairy root YE + Ag + and control were performed. In each experiment, one mRNA population (target) was labeled with Cy3 and the other with Cy5. The labeled targets were then mixed and hybridized simultaneously to a microarray. To exclude artifacts, the researchers performed a reciprocal labeling experiment with each pair of targets, using the same techniques used in the first experiment except that the labels were exchanged.
Statistically, only genes for which we had 8 data points (two duplicates per slide, two replications, and dye-swap experiments) were considered, and approximately 201 cDNA clones were selected for further analyses.
2.5.2.2 Detection of Differentially Expressed Genes
Analysis of the microarray data revealed significant changes in transcript levels of those genes for which the expression varied by more than two fold were considered to exhibit significant changes in expression. A total of 201 genes (significant at single test, P < 0.05) were differentially expressed in hairy roots after 24 h’ dealt with YE + Ag + compared with that of control. After sequencing and correction for redundancy (performed by sequence alignment), 196 unique differentially expressed cDNA clones were identified. Sequence alignment of the cDNA clones identi fi ed as differentially expressed by microarray analysis revealed that several shared a high degree of sequence similarity. A total of 181 cDNA clones were successfully sequenced and acquired 130 unique genes. Among the 130 unique differentially expressed genes, 107 were categorized as genes of known function, 3 were homologues with low similarity.

2.5.2.3 Expression Profile of Genes Involved in Tanshinone and Salvianolic Acid Biosynthesis

The genes differentially expressed after dealt with YE + Ag + were then further analyzed using GO and KEGG pathways. On the basis of GO and KEGG analysis, candidate differentially expressed gene out of 130 unique genes were analyzed and notated. The researchers identi fi ed five genes involved in tanshinone biosynthesis: acetoacetyl-CoA thiolase (SmAACT, GenBank accession no. EF635969), 4-diphosphocytidyl-2-C-methyl-d-erythritol kinase (SmCMK, GenBank accession no. EF534309), isopentenyl diphosphate isomerase 2 (SmIPPI, GenBank accession no. EF635967), farnesyl diphosphate synthase (SmFPS, GenBank accession no. EF635968), and ent-kaurene synthase (SmKSL, GenBank accession no. EF635966); one gene involved in salvianolic acid biosynthesis. These genes were upregulated after dealt with YE + Ag + (Table 2.3 ).

2.5.3 Discussion

The “ingredient difference phenotypic cloning” being a useful and powerful method mainly involved transcript-profiling analysis of S. miltiorrhiza hairy root under the YE + Ag + treatment could display differential regulation of secondary metabolism-related genes in S. miltiorrhiza . This method helps to identify more genes involved in biosynthesis of secondary metabolites of tanshinone and salvianolic acid if conditions satisfied. At the same time, the power of microarrays as a useful tool for novel gene discovery in “ingredient difference phenotypic cloning” method has been demonstrated in this study. In addition, because the cDNA clones were obtained from a recombinant cDNA library originating from the root of S. miltiorrhiza , the arrays are not representative of the entire transcriptome.
Nevertheless, the data obtained provide an important and novel description of the expression of a large number of S. miltiorrhiza genes.

Methodology Case Study (II)

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2.6 Case Study (II)

A new molecular identification method: anchored primer amplification polymorphism DNA
Since the inception of PCR technology, researches on the molecularidentification of Panax ginseng and P. quinquefolius have attracted particular concern.
In 1994, AP-PCR was used for the identification of P. ginseng and P. quinquefolius for the first time [ 48 ] , and there have been 24 related reports presently,including RAPD [ 49 53 ] , DNA sequence analysis [ 54 56 ] , PCR-RFLP [ 50 , 57 ],AFLP [ 58 ], SCAR [ 59 ], MARMS [ 60 ], repetitive sequence, DALP, minisatellite,and so on [ 56, 61 ]. Constant innovation of these methods lies in the gradual understandingof genomic information of P. ginseng and P. quinquefolius in which,MARMS is highly specific, fast, and accurate, but the primer design must be builton the basis of a large number of known sequences. RAPD is the most widelyused method because there is no need to predict genome sequence, and the operationis simple and quick, but RAPD has defects including poor reproducibility,vulnerable to origin, and storage time of medicinal materials, thus restricting itsapplication in the field of molecular identifcation. Therefore, it is important anddifficult to explore molecular marker methods which are simple and easy to operateas well as have a good stability and strong operability in the molecularidentification of Chinese materia medica. A new method reported in this chapteris based on RAPD method. And innovations were conducted on its two main factorsincluding primers and annealing temperature. The method was named asanchored primer amplification polymorphism DNA (APAPD). First, APAPDmethod was established taking P. ginseng and P. quinquefolius as examples. Then,a wide range of review was conducted on the stability of its reaction system, andthe stability of amplification results of different material. Meanwhile, validationand comparison were conducted combining with MARMS method reported in theliterature. On this basis, APAPD method was applied to the identification of Tianhua-fen (Trichosanthes Radix) and Bai-zhi (Angelica Radix), achieving desiredresults. This indicates that APAPD method is a very promising new method formolecular identi fi cation of Chinese materia medica.

2.6.1 Materials and Methods

Thirty-four samples of P. ginseng , P. quinquefolius , and their adulterants; 28 samples of Tian-hua-fen; and 8 samples of Bai-zhi were collected from different areas of China. All samples were identi fied by the researcher Huang Luqi et al. in the Institute of Chinese Materia Medica, China Academy of Chinese Medical Sciences, and they were placed in the herbarium of the institute.
Total DNA of Chinese materia medica was extracted using the modified CTAB method [ 62 ]. Primers were designed according to the existing ITS sequences of P. ginseng, P. quinquefolius (GenBank accession number: AJ786235, AY548192, U41680, U41689, U41688, U41687), Tianhua-fen [ 63 ], and Bai-zhi [ 64 ]. Primers were about 20 bp in length. Following the general principles of primer design, areas which had large differences with adulterant sequences to be identified should be selected. MARMS primers used for the identification of P. ginseng by Shu Zhu et al. were applied for the verification of P. ginseng and P. quinquefolius [ 60 ]. Primers were synthesized by Sangon Biological (Shanghai) Co., Ltd.
The PCR reaction system (25 m L) was as follows: 10 mmol · L −1 Tris–HCl (pH 9.0), 50 mmol · L −1 KCl, Mg 2+ 1.5 mmol · L −1 , dNTP 0.15 mmol · L −1 , Taq E 1U (Invitrogen, Promega, etc.), primer 0.15 m mol · L −1 , and template DNA 50–200 ng. PCR amplification was conducted on AB I9700 ampli fi cation instrument. Primer screening and optimization of PCR conditions were conducted on all APAPD primers first using typical materia medica (usually four samples) to be identified.
Preliminary screening was conducted following RAPD general procedures: predenaturation at 94 °C for 5 min, followed by 40 cycles: denaturation at 94 °C for 45 s, annealing at 37 °C for 1 min, and extension at 72 °C for 1 min 30 s, with a final extension at 72 °C for 5 min after 40 cycles. Annealing temperature was gradually increased in primers which could produce polymorphic bands in quality products and adulterants to eliminate nonspecific bands to determine the optimal reaction PCR parameters. Amplification products were electrophoresed on a 2.0% agarose gel containing EB in 1 × TAE buffer. And observation and photographing were conducted under SYNGENE gel imaging system.

2.6.2 Results

2.6.2.1 Establishment of APAPD Method of P. ginseng and P. quinquefolius

When PCR annealing temperature was 37 °C, the primer Pg-q36F showed good effects on the amplification of P. ginseng and P. quinquefolius, presenting clear bands and significant polymorphic bands. Gradual increase in annealing temperature displayed that primers could amplify at 37–60 °C, but when at 40–50 °C, PCR amplification results were stable, single 849-bp band was amplified from P. ginseng, and 864-bp and 792-bp bands were amplified from P. quinquefolius; the bands gradually blurred at 55–60 °C. To ensure that all sources of materia medica and adulterants could be effectively amplified, PCR conditions were determined as follows: predenaturation at 94 °C for 5 min, followed by 40 cycles: 94 °C 45 s, 40 °C 1 min, and 72 °C 1.5 min, with a final extension at 72 °C for 5 min after 40 cycles.

2.6.2.2 Study on Accuracy of APAPD Method

To test the accuracy of primer Pg-q36F identifying P. ginseng and P. quinquefolius, 11 kinds of adulterants which have been presented on the market wereamplified using primer Pg-q36F, respectively. Meanwhile, all P. ginseng and P. quinquefolius samples were verified using MARMS primers PgjqtK1966R,PqtK896F, PgS481F, and P-S712R. Results showed that in primer Pg-q36F, therewere only 849-bp band amplified from P. ginseng , 864-bp and 792-bp bandsamplified from P. quinquefolius, while no corresponding band presented in alladulterants. In MARMS primers, all P. ginseng presented 649-bp and 249-bpbands, and all P. quinquefolius presented 649-bp band. It indicated that theidentification result of primer Pg-q36F was consistent with that of primers in theliterature, and quality products could be distinguished from all kinds of adulterants,indicating that primer Pg-q36F could be used as identification primer of P. ginseng and P. quinquefolius .

2.6.2.3 Study on Stability of APAPD Method

In the PCR reaction system, the quality of Taq enzyme was the main factor to affect identifcation results. In the MARMS identi fi cation of P. ginseng and P. quinquefolius, 249-bp band was amplified from both P. ginseng and P. quinquefolius using ordinary Taq polymerase, so they could not be identi fi ed, and correct results could be obtained only using the high-fi delity Taq polymerase. Using primer Pg-q36F, ordinary Taq polymerase of Invitrogen, Promega, and fi ve domestic companies were selected for amplification respectively, and the results obtained from all Taq polymerase were consistent. It indicated that the primer is undemanding in PCR reaction system and ordinary Taq polymerase could meet the requirements, being easy to be reproduced in laboratories.
In the long-term cultivation process of P. ginseng, different farm species such as Da-maya, Er-maya, Huangguo, and changbo were presented [ 63 ]. P. quinquefolius is native to the USA and Canada. Since the successful introduction into China, largescale cultivation has been started in many areas. The prices of P. quinquefolius showed great differences according to its different qualities, for example, 3.80 yuan/g, 1.80 yuan/g, and 0.98 yuan/g of P. quinquefolius were sold in Tong Ren Tang Pharmacy. In addition, a lot of P. quinquefolius were processed into decoction pieces, thereby increasing the difficulty in the identification of P. ginseng and P. quinquefolius .
Therefore, the correct identification of different sources of herbs, such as different areas, different prices, different processing methods, and different storage time, is the first step to ensure the safety of clinical pharmacy. Therefore, in this chapter, four farm species of P. ginseng, medicinal materials, samples and powder of P. ginseng sold in different pharmacies as well as medicinal materials, decoction pieces, and samples of different areas and different prices of P. quinquefolius were selected as experimental materials, with broad representation. PCR amplification was conducted on all samples using primer Pg-q36F. The results showed P. ginseng of different sources steadily amplified 849-bp band, and P. quinquefolius of different sources steadily ampli fi ed 864-bp and 792-bp bands. It indicated that P. ginseng and P. quinquefolius could be identified steadily using the primer.

2.6.2.4 Study on Applicability of APAPD Method in Chinese Material Medica of Tian-hua-fen and Bai-zhi

Among Tian-hua-fen primers TkS1-64 F, TkS2-112 F, and TkS2-130R, TkS1-64 F showed the best amplification effect, manifesting that the polymorphism of quality products and adulterants was obvious, so quality products and adulterants could be accurately identified. PCR cycles were identi fi ed as follows: predenaturation at 94 °C for 5 min, followed by 40 cycles: 94 °C 30 s, 50 °C 45 s, and 72 °C 1 min, with a final extension at 72 °C for 5 min after 40 cycles. By detecting 19 batches of Chinese material medica of Tian-hua-fen of different sources, the 560-bp and 960-bp bands were determined as characteristic identification bands of Tian-hua-fen, while other bands such as 1,930-bp, 1,400-bp, 839-bp, and 715-bp bands could be used as secondary identification bands because they could not steadily reproduce among different PCR reaction systems or material medica from different areas.
Characteristic identification bands of each adulterant were the following:
Trichosanthes hupehensis 686 bp, 800 bp, 938 bp, 1,260 bp; Trichosanthes laueribractea Hayata 686 bp, 800 bp, 938 bp, 1,260 bp; Guizhou Trichosanthes 760 bp, 1,259 bp; Trichosanthes pedata Merr. et Chun 900 bp; Trichosanthes truncata C. B. Clarke 760 bp; Momordica cochinchinensis 770 bp, 1,373 bp; Melothria heterophylla (Lour.) Cogn. 673 bp, 786 bp, 919bp, 1,189 bp; Trichosanthes cucumeroides Maxim 865 bp, 1,296, 2,118 bp, 2,669 bp; and Trichosanthes lepiniana (Naud.) Cogn had no amplification bands.
In Bai-zhi primers AfS1-100 F and AfS1-120R, AfS1-100 F showed obvious amplification polymorphism, Bai-zhi could be clearly distinguished from Angelica porphyrocaulisNakai et Kitagawa, Angelica dahurica(Fisch. ex. Hoffm.) Benth. ex. Franch. dt. Sav, and Angelica amurensis Schischk. PCR cycles were determined as: predenaturation at 94 °C for 5 min, followed by 40 cycles: 94 °C 30 s, 40 °C 45 s, and 72 °C 1 min, with a final extension at 72 °C for 5 min after 40 cycles. By detecting 17 batches of Chinese material medica of Bai-zhi of different sources, 740-bp band was determined as characteristic identification bands of Bai-zhi; 740-bp, 917-bp, and 1 032-bp bands as those of Angelica porphyrocaulis Nakai et Kitagawa; 740-bp and 1 032-bp bands as those of Angelica dahurica(Fisch. ex. Hoffm.) Benth. ex. Franch. et. Sav; and 500-bp and 1 032-bp bands as those of Angelica amurensis Schischk. Being different from polymorphic bands of P. ginseng, P. quinquefolius, and Tian-hua-fen, characteristic bands of quality products of Bai-zhi also presented in Angelica porphyrocaulis Nakai et Kitagawa and A. dahurica (Fisch. ex. Hoffm.) Benth. ex. Franch. dt. Sav, but A. porphyrocaulis Nakai et Kitagawa increased 740-bp and 917-bp bands compared with Bai-zhi; A. dahurica (Fisch. ex. Hoffm.) Benth. ex. Franch. dt. Sav increased 740-bp bands compared with Bai-zhi; the combination of their bands formed characteristic fingerprints that could be used for accurate identification.

2.6.3 Discussion

Tian-hua-fen is an important class of Chinese materia medica. Trichosanthin which can terminate pregnancy and has anti-HIV activity is extracted from the root of Trichosanthes kirilowii Maxim. Studies on Trichosanthes serving as a composite species are known as “the most intractable taxonomic problem in eastern Asia Cucurbitaceae center.” There are up to 28 kinds of commercial herbs of Tian-hua-fen, including 19 species of congeneric plants; some of them are highly toxic [ 63 ]. This study group has identified Tian-hua-fen, Trichosanthes hupehensis, and Momordica cochinchinensis using RAPD technique and protein immunoassay technique [ 65 ],but the results using RAPD method are affected by storage time. Certain difficultiesexist in the identification of Tian-hua-fen by applying the method [ 66 ], while primerTkS1-64F can amplify samples from different sources, and DNA fingerprint can beobtained from quality products and eight kinds of adulterants of Tian-hua-fen onlyusing one primer, providing a guarantee for the application of materia medica ofTian-hua-fen.
Existing commercial herbs of Bai-zhi are cultivated and divided into A. anomala (Radix angelicae dahuricae) and A. dahurica (Radix angelicae dahuricae). Becausethe original source of wild plants has not been really figured out, the specific nameof traditional Chinese medicine Bai-zhi has been changed for many times inidentification, and there has been no unifiedfinal conclusion. This study group conductedexhaustive research on germplasm resources of Bai-zhi from morphology,chemical composition, ITS sequence analysis, and RAPD to prove that the sourceof wild germplasm of the traditional Chinese medicine Bai-zhi (including Angelica anomala, Radix angelicae dahuricae, Angelica dahurica, and Radix angelicae dahuricae)is Angelica formosana H. Boiss. only distributed in the southeast region ofChina (Taiwan Province based) currently. While Angelica formosana H. Boiss., A. dahurica (Fisch. ex. Hoffm.) Benth. ex. Franch. et. Sav, and A. porphyrocaulis show a close genetic relationship. Angelica amurensisSchischk is an outgroup inthe study. Results of the polymorphism of primer AfS1-100F used in this chapteralso support the above conclusion; characteristic identification bands of Angelica formosana de Bioss are consistent with those of 4 kinds of commercial Bai-zhi, both A. dahurica (Fisch. ex. Hoffm.) Benth. ex. Franch. et. Sav and A. porphyrocaulis contain identification bands of Bai-zhi but increase 1–2 bands compared with Bai-zhi,while Angelica am urensis Schischk has no characteristic bands which Bai-zhi, A. dahurica (Fisch. ex. Hoffm.) Benth. ex. Franch. dt. Sav and A. porphyrocaulis commonlyhave, suggesting APAPD method can also be used for the study of geneticrelationship among plants.
The identi fi cation of P. ginseng , P. quinquefolius , Tian-hua-fen, and Bai-zhi indicates that APAPD method has the following advantages:
* Simple and easy to operate. Although the primer design is more difficult, ideal identification primers can be obtained by designing 2 or 3 primers, thus avoiding the trouble of screening a large number of random primers
* Good stability and reproducibility. Due to the increased primer length and specificity, there are only 1–5 ampli fi cation bands generally; the origin and storage time of medicinal materials have no effect on PCR results; moreover, APAPD primers are undemanding in PCR reaction conditions, so they are easy to be promoted and reproduced in laboratories
* Large amount of information provided. Both quality products and most of adulterants can be amplified using the method; therefore, standard identification electrophoretogram of quality products and adulterants can be established, respectively, to achieve an accurate identification of quality products and adulterants.

The increasing of APAPD primers will provide standard DNA identification fingerprint for more materia medica and provide a powerful tool for the quality control of Chinese materia medica.

Introduction Molecular Identification of Traditional Medicinal Materials

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3.1 Introduction

Traditional medicines have been used worldwide for centuries, and over 80% of the world population use traditional medicines to maintain health and cure diseases [ 1 ]. A fundamental prerequisite for the proper delivery of healthcare with traditional medicines is the use of authentic herbal materials. When adulterants or erroneous substitutes are dispensed instead, they could compromise treatments or even cause adverse reactions. In the early 1990s in Belgium, rapidly progressive interstitial fibrosis and end-stage renal failure were observed in some 80 women taking a slimming regimen of herbal medicinal product made from various herbs including Fangji (Stephaniae Tetrandrae Radix) and Houpo (Magnoliae officinalis Cortex) [ 2 ] . It was later revealed that the herb Fangji was adulterated by another herb Guangfangji derived from Aristolochia fangchi which contains the carcinogenic aristolochic acids [ 3 ]. Many more cases of aristolochic acid nephropathy have subsequently been reported in many Western and Asian countries [ 4– 8 ]. In addition, substitution of the traditional medicinal herb Lingxiaohua (Campsis Flos) derived from Campsis grandiflora by a toxic herb Yangjinhua (Daturae Flos) derived from Datura metel caused four cases of herbal poisoning in Hong Kong [ 4 ]. In 1996, the herb Weilingxian (Clematidis Radix et Rhizoma) derived from Clematis species was substituted by a herb derived from Podophyllumhexandrum [ 9 ]. Subsequently, several poisoning cases were reported worldwide, drawing global attention to the severe side effects and life-threatening consequences of adulteration of medicinal materials and their products [ 10, 11 ]. Adulteration is due to: (1) erroneous adulteration caused by sharing of similar features or absence of distinguishable characters, (2) intentional substitution of high-value materials by inexpensive substances, (3) misuse caused by sharing of similar common names, and (4) historical use of local substitutes. In order to ensure safety, efficacy and quality of traditional medicines and their products, identification of medicinal materials is necessary.
There are a number of effective identification methods which evolve with the improvement of technologies. In the past, identification of medicinal materials is based on the description of morphological features as stated in ShengnongBencaojing (~200 ad ). In a later record, Bencao Gangmu (1,593 ad), morphological features were graphically illustrated. Nowadays, morphological and microscopic features provide first-line identification of medicinal materials. These methods complemented with chemical profiles obtained from thin-layer chromatography (TLC), high-pressure liquid chromatography (HPLC), or liquid chromatography/mass spectrometry (LC/MS) are applied to increase the accuracy of identification.
In 1990s, the introduction of molecular techniques was a major breakthrough in the history of identification of traditional medicines. Recently, identification of living organisms, including medicinal materials, by DNA barcodes has been proposed [ 12– 15 ]. The DNA barcode initiative provides an international standard reference for organism identification. In the Pharmacopoeia of the People’s Republic of China (2010 edition), molecular techniques have been added as standard means of identification for three medicinal materials including Beimu (Fritillariae Cirrhosae Bulbus), Wushaoshe (Zaocys) and Qishe (Agkistrodon). It is foreseeable that molecular protocols will be included for more medicinal materials in future editions.
This chapter reviews and comments on the commonly used molecular authentication techniques. An account on the strategies and examples for identifying plant and animal medicinal materials at different taxonomic levels is also included.

Methodologies of Identifying Medicinal Materials

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3.2 Methodologies of Identifying Medicinal Materials


Assurance of the correct use of medicinal materials is fundamental for the development of traditional medicine industry. The traditional identification methods based on organoleptic and microscopic features, such as shape, color, texture, odor, tissue arrangement and cell components, are simple and inexpensive.
However, these methods are subjective and depend heavily on the experience and judgment of the inspector. Also, insufficient informative characters in processed materials may lead to low accuracy and limited resolution. Alternatively, chemical profiling has become a standard practice for species identification and quality control. However, chemical components vary with a number of factors including growing stage, harvest time, locality, storage condition, processing method and manufacturing procedure. The presence of large amounts of proteins, polysaccharides, resins, tannins and thousands of secondary metabolites makes chemical analyses difficult [ 16 ] .
Molecular authentication based on the variation of DNA sequences in different organisms provides an alternative approach. In principle, the genetic makeup is unique to a species independent to body parts, growing stage, and environment.
Therefore, DNA-based identification methods are less sensitive to biological, physiological, physical and environmental factors. In addition, benefited from the development of polymerase chain reaction (PCR), a small amount of sample is sufficient for carrying out the authentication process. These advantages are particularly important in identifying shredded materials or powder, not to mention expensive materials with limited supply [ 17 ]. Furthermore, DNA is relatively stable and may be extractable from herbarium specimens, processed food and commercial products. Therefore, DNA technique is applicable to a wide range of forensic issues.
Our group has pioneered in using molecular techniques to identify medicinal materials. In the mid-1990s, we applied arbitrarily primed polymerase chain reaction (AP-PCR) DNA fi ngerprinting to distinguish Oriental ginseng roots (Panax ginseng) from American ginseng (P. quinquefolius) [ 18, 19 ]. Thereafter, the application of molecular techniques has become popular. Various strategies, such as forensically informative nucleotide sequencing (FINS), DNA barcoding and isothermal amplification, have now been introduced to increase accuracy and efficiency [ 13,20, 21 ] . There are three main molecular techniques being used, namely, DNA fingerprinting, DNA sequencing and DNA microarray. A general evaluation of the various identification methods is shown in Table 3.1.
Comparison of various identi fi cation methods

3.2.1 DNA Fingerprinting

DNA fingerprinting explores the DNA polymorphism in the whole genome or in a specific region of the sample. The polymorphic patterns are usually visualized by agarose or polyacrylamide gel electrophoresis or capillary electrophoresis. Unlike fresh materials, the quantity and quality of DNA in a medicinal material may be poorly preserved due to post-harvest processing and storage. DNA fi ngerprints without DNA amplification, such as restriction fragment length polymorphism (RFLP), are less applicable because of the low yield of extracted DNA and poor integrity of genomic DNA. Consequently, PCR-based DNA fingerprinting is the preferred practice. These fingerprints include arbitrarily primed PCR (AP-PCR), random amplified polymorphic DNA (RAPD), amplified fragment length polymorphism (AFLP), direct ampli fi cation of length polymorphism (DALP), inter-simple sequence repeat (ISSR), PCR restriction fragment length polymorphism (PCRRFLP) and sequence-characterized ampli fi cation region (SCAR).

3.2.1.1 Arbitrarily Primed PCR (AP-PCR)

Arbitrarily primed PCR (AP-PCR), or arbitrarily chosen primer PCR (ACP-PCR), is a whole-genome fingerprint approach fi rst reported in 1990 [ 22 ] . Multiple loci are amplified using a single primer of approximately 20 nucleotides which anneals to the genomic DNA template at a number of sites and acts as both the forward and reverse primers. When two annealing sites are close enough, such as within two kilobases or less, the DNA in between can be successfully ampli fi ed under normal PCR conditions. The number of primer sites and the match of primers with the primer sites contribute to the polymorphic DNA fi ngerprints among samples. Since the primer anneals to the genomic DNA arbitrarily, AP-PCR does not require prior knowledge of the target genome, and multiple loci can be examined simultaneously.
There have been many publications using this approach to identify medicinal materials. For example, our group found that all the AP-PCR fi ngerprints generated using three primers (M13 forward, M13 reverse, and Gal-K primer) successfully differentiated the dried roots of Oriental ginseng (Panax ginseng) from American ginseng (P. quinquefolius) [ 18 ] . Similar approach was subsequently applied to the identification of other medicinal species, including Kudidan (Elephantopi Herba), Pugongying (Taraxaci Herba), and Dangshen (Codonopsis Radix) [ 19, 23– 25 ] .
3.2.1.2 Random Amplified Polymorphic DNA (RAPD)
Random amplified polymorphic DNA (RAPD) is another whole-genome fingerprint [ 26 ] . The principle of RAPD is quite similar to AP-PCR and differs only from the use of a single primer of 10 nucleotides under reduced stringent conditions. The polymorphic fingerprints are due to the number of primer sites, nucleotide polymorphism in the primer sites, and the distance between adjacent primer sites. RAPD also does not require prior knowledge of the genome and can be used to examine multiple loci simultaneously. In AP-PCR and RAPD, the quality and integrity of genomic DNA remain major concerns. Besides, AP-PCR and RAPD markers are dominant markers and are usually unable to distinguish homozygous loci fro heterozygous loci. Our group applied both RAPD and AP-PCR to differentiate medicinal Panax species from their adulterants [ 19 ] . It was shown that polymorphic fingerprints of Panax ginseng , P. quinquefolius, and P. notoginseng can be generated with appropriate RAPD and AP-PCR primers, and these fingerprints can differentiate Panax species from the adulterants derived from Mirabilis jalapa,Phytolacca acinosa , Platycodon grandi fl orum and Talinum paniculatum .
Furthermore, the degree of similarity among the RAPD and AP-PCR fingerprint suggested that P. ginseng is more closely related to P. quinquefolius than to P. notoginseng. Similar approach of RAPD fingerprinting was applied to identify Kudidan, Dangshen, and five medicinal Dysosma species [ 23, 25, 27 ] . Apart from the identification of medicinal materials, RAPD was also used to assess the genetic diversity of wild populations and cultivars [ 28– 30 ] .

3.2.1.3 Amplified Fragment Length Polymorphism (AFLP)

The principle of ampli fi ed fragment length polymorphism (AFLP) is to amplify a subset of DNA restriction fragments from the genomic DNA by restriction enzymes [ 31 ] . The genomic DNA is fi rst digested with restriction enzymes (e.g., Eco RI and Mse I) at various restriction sites in multiple loci to generate restriction fragments with sticky ends. Synthetic adaptors are then ligated to these ends which act as the annealing sites of specific primer for subsequent amplification by PCR under stringent conditions. The amplified fragments are separated by highly resolving polyacrylamide gel and visualized using autoradiography, fluorescence or silverstaining techniques. Similar to AP-PCR and RAPD, AFLP screens multiple loci of the whole genome randomly and simultaneously and does not require prior knowledge of the sequence information. AFLP can detect more loci and generate more polymorphic fragments than RAPD and can be used to differentiate closely related species [ 32 ] . However, DNA degradation in medicinal materials may affect the reproducibility of the polymorphic patterns. Our group used AFLP to differentiate closely related medicinal species such as the Oriental ginseng ( P. ginseng ) and American ginseng (P. quinquefolius) from various localities [ 33, 34 ]. Other examples of using AFLP include the identification of P. japonicus, medicinal Plectranthus species, and Cannabis sativa [ 35– 37 ] .

3.2.1.4 Direct Amplified Length Polymorphism (DALP)

Direct amplified length polymorphism (DALP) is a modi fied AP-PCR fi ngerprinting in which the 5’-end of the forward primer contains the core sequence of a universal primer (e.g., M13 sequencing primer), and thus the resultant fragments can be sequenced directly using the universal primer. DALP is an advanced fingerprinting method which allows simultaneous detection of a large number of polymorphic loci and simpli fi es the recovery and analysis of polymorphic fragments. Our group adopted this method to distinguish Oriental ginseng ( P. ginseng ) and American ginseng (P. quinquefolius) [ 38 ]. A 636 bp polymorphic DALP fragment ampli fi ed using primers DALP001 and DALPR1 was present in P. ginseng but absent in P. quinquefolius. This fragment was sequenced and specific primers were designed to allow rapid identification by amplifying this P. ginseng -specific fragment.

3.2.1.5 Inter-simple Sequence Repeats (ISSR)

Simple sequence repeats (SSR), also known as microsatellites, are tandem repeats of a few base pairs distributed throughout the genome. ISSR fingerprinting is a whole-genome scanning fi ngerprint which uses PCR primers designed based on the repeats found in other species [ 39 ] . As the PCR primers are based on the sequence repeats, such as (CA) n , or with a degenerate 3’-anchor, such as (CA) 8 RG or (AGC) 6 TY, this method does not require prior knowledge of sequence information to generate a large number of resultant fragments. ISSR fingerprinting is easy to use. It is useful to construct genetic maps and to study generic variation within populations of a species. Our group has recently employed ISSR to differentiate Huajuhong (Citri Grandis Exocarpium) derived from Citrus grandis “Tomentosa” from other Citrus varieties and cultivars [ 40 ] . A total of six ISSR primers ((CA) 8 G, (GT) 8 A, (AC) 8 G, (CA) 8 RG, (AC) 8 YT, and BHB(GA) 7 ) were used to reveal the relationship of 23 Citrus samples. The six primers generated 57 bands in which 52 (91.2%) of them were polymorphic across the 23 Citrus samples. Cladistic analysis based on the band polymorphism of the ISSR fi ngerprints showed that the cultivar Citrus grandis “Tomentosa” was clearly distinguished from C. grandis and other Citrus species. ISSR fi ngerprint was also applied to identify Cannabis sativa and Cistanche species [ 41, 42 ]. It was also used to study the genetic diversity of Salvia miltiorrhiza and Vitex rotundifolia [ 43, 44 ] .

3.2.1.6 PCR Restriction Fragment Length Polymorphism (PCR-RFLP)

PCR restriction fragment length polymorphism (PCR-RFLP) amplifies a specific region of the genome followed by restriction digestion to produce restriction polymorphic profiles. The specific region should be readily amplified using universal or specific primers. Standard DNA barcodes with high sequence variation, such as the internal transcribed spacer (ITS), are good candidate regions to start with. Restriction digestion of the ampli fi ed fragment (e.g., H inf I, T aq I and Sau 3A1) generates restriction fragments of different sizes. Mutations creating or disrupting a restriction site are the key to produce polymorphic fingerprints for sample discrimination. Although data interpretation of PCR-RFLP is simple, the discriminating ability of DNA polymorphism is less than that of ISSR and AFLP. Our laboratory successfully applied PCR-RFLP to discriminate various Panax species from the adulterants by amplifying the ITS region followed by restriction digestion using H inf I, T aq I, and Sau 3A1 [4 5 ] .
We also differentiated Dangshen derived from Codonopsis pilosula, C. tangshen , C. modesta, and C. nervosa var. macrantha from their adulterants by digesting the ITS region using Hinf 1 and Hha I [ 46 ] . Similar approach was applied to identify Alisma orientale , Sinopodophyllum hexandrum, and Artemisia species [ 47– 49 ] .

3.2.1.7 Sequence-Characterized Ampli fi cation Region (SCAR)

Sequence-characterized amplification region (SCAR) is a specific region fingerprinting based on the DNA sequences of polymorphic fragments obtained from a whole-genome fingerprint, such as RAPD or ISSR. The polymorphic fragment is cloned and sequenced for designing a pair of specific PCR primers to amplify the concerned polymorphic fragment. The amplification of the polymorphic fragment or the size difference of the fragments in different samples provides a means for differentiating the samples. This technique focuses on a single locus and is usually reproducible under high stringent PCR conditions. To increase the accuracy of differentiation, several SCAR of a sample are analyzed. SCAR requires prior information of the sequence of the polymorphic fragment for specific primer design. Degradation within the DNA fragment and the presence of PCR inhibitors may lead to false-negative results. We found a 25 bp insertion in a RAPD fragment of P. ginseng converted to a SCAR marker for differentiating P. ginseng and P. quinquefolius [ 50 ]. We also applied similar approach to identify medicinal snakes and crocodiles [ 51, 52 ] . Other similar work included the differentiation of Artemisia species, Phyllanthus emblica, and Lycium barbarum [ 53– 55 ] .

3.2.1.8 Isothermal Amplification

Conventional PCR ampli fi es DNA fragments through thermocycles for denaturing of double-strand DNA, annealing of primers, and synthesizing of new strand. Isothermal amplification is a technique allowing DNA amplification without thermocycling, and thus, DNA ampli fi cation can be achieved without PCR machines.
These techniques are mostly applied for on-site detection of viral and bacterial infections in undeveloped regions where laboratory equipment is limited. There are several ways to perform isothermal amplification. For example, strand displacement amplification (SDA) technique starts with an initial step of denaturing DNA template at 95 °C for 4 min followed by a 2 h incubation at 37 °C for primer annealing and DNA ampli fi cation [ 56, 57 ] . The ability of exonuclease-deficient Klenow DNA polymerase to extend the 3’-end and displace the downstream DNA strand leads to exponential amplification as the displaced single-strand DNA serves as the template for the synthesis of complementary strands. Double-strand DNA is digested with restriction enzymes Hinc II at the recognition site in the SDA primers to create nicks, and Klenow DNA polymerase extends the 3’-end and displaces the downstream strand, and therefore, single-strand DNA templates are continuously produced by strand displacement.
Loop-mediated isothermal amplification (LAMP) is another isothermal amplification technique with impressive specificity, efficiency, and rapidity [ 58 ]. Four special primers designed from six alleles (two alleles for the forward and reverse outer primers, respectively, and two alleles for the forward inner primer and two alleles for the reverse inner primer) are used to create “loops” at the end of DNA strands which significantly speed up the process of LAMP, and the whole process can befinished in 1 h. Ampli fi cation progress can be accelerated by additional loop primers to achieve amplification in 30 min [ 21 ]. Recently, LAMP was applied to identify herbal medicinal materials such as differentiating Curcuma longa from C. aromatica based on the trnK gene [ 59 ]. LAMP was also used to discriminate Panax ginseng from P. japonicus based on the 18S rRNA gene [ 21 ] . LAMP is efficient and sensitive when all the primers match the target DNA. However, primer design is dif fi cult because many combinations of primers are needed. The primer sites should be conserved regions with minimum intraspeci fi c variations. DNA degradation in dried or processed materials may give false-negative results. Integrity control of the amplifi ed region may be necessary to prove that negative amplification is independent to DNA degradation.
Helicase-dependent amplification (HDA) is an isothermal amplification technique that unwinds double-strand DNA by helicase in the presence of single-strand DNA-binding proteins [ 60 ]. HDA can be performed with or without an initial denaturation step at 95 °C. Helicase unwinds DNA duplex, and primers anneal to binding sites followed by amplification of complementary strand by DNA polymerase.
The double-strand DNA is separated by helicase, and the chain reaction repeats itself. HDA is relatively easy to set up because primer design is not as complicated as LAMP. This technique has been widely applied to detect virus and bacterial strains, but it has not yet been applied to identify medicinal species. The size of amplicon in HDA is restricted to around 100 bp, which is ideal for samples with degraded DNA content such as the processed medicinal materials. However, validation of DNA integrity of the studying region should be carried out to avoid false-negative results.

3.2.2 DNA Microarray

DNA microarray is a hybridization-based technology using labeled nucleotide probes to hybridize single or multiple loci in a target genome. The probes are short nucleotide fragments obtained either from restriction digestion or synthetic oligonucleotides.
They are fixed on a supporting matrix where hybridization of probes and tested DNA samples takes place. Our group amplified the internal transcribed spacer (ITS) of 16 Dendrobium species and used them as probes to identify medicinal Dendrobium species in a prescription with multiple herbs [ 61 ]. The ITS2 region of the tested samples were labeled with Cy3 fluorescent dye and allowed to hybridize to the ITS probes. Species-speci fi c fl uorescent signal was obtained to clearly identify the five medicinal Dendrobium species. We have also applied similar approach using 5S rDNA intergenic spacer as probes to differentiate D. officinale from other closely related Dendrobium species [ 62 ] .

3.2.3 DNA Sequencing

DNA sequencing is one of the most definitive means for identification as this technique can directly assess sequence variations on a defined locus. It also provides informative characters to reveal phylogenetic relationship. With the decrease of sequencing cost, identi fi cation of medicinal materials using DNA sequencing has become a routine practice. The commonly used DNA regions for medicinal materials identification include nuclear internal transcribed spacer (ITS) and 5S rDNA intergenic spacer (5S), chloroplast trnH-psbA intergenic spacer (trnHpsbA), large subunit of the ribulose-bisphosphate carboxylase (rbcL), maturase K gene (matK), trnL intron (trnL), trnL-trnF intergenic spacer (trnL-F), mitochondrial control region (CR), cytochrome c oxidase subunit 1 (COI), and cytochrome b gene (Cyt b). These regions have different evolutionary rates and therefore possess different variability. For example, the mitochondrial COI region is slowly devolved, and only a few variations were observed in the 1.4 kb COI sequences in fl owering plants [ 63 ] . However, this region evolve rapidly and is varied enough to discriminate most animal species. To differentiate medicinal materials from adulterants derived from closely related species, it is essential to search for DNA regions with high discriminative power. In 2003, the concept of barcoding global species by selected DNA regions was first proposed [ 14 ], and substantial effects have been put on the screening of appropriate DNA barcodes. Until recently, it is generally agreed that the chloroplast rbcL and matK regions are the standard DNA barcodes for higher plants, and the chloroplast trnH-psbA region and nuclear ITS region are the complementary DNA barcodes. For animals and fungi, the mitochondrial COI and nuclear ITS regions are the appropriate DNA barcodes, respectively [ 12, 14, 15 ] . These DNA barcodes have been proven to be useful not only in biodiversity and conservation studies but also in the identification of medicinal materials. For example, our group sequenced the ITS region to differentiate six Panax species from their adulterants derived from Mirabilis jalapa and Phytolaccaacinosa [ 45 ] . We also used the ITS region to identify medicinal Dendrobium species [ 64 ], Muxiang (Aucklandiae Radix, Vladimiriae Radix, and Inulae Radix) [ 65 ], Baihuasheshecao (Hedyotii Herba) [ 66 ], Huajuhong (Citri Grandis Exocarpium) [ 40 ], and Leigongteng (Tripterygii Radix et Rhizoma) [ 67 ]. Chloroplast trnH-psbA region is another highly varied DNA barcode for identifying Madouling (Aristolochiae Fructus) [ 20 ] and Wutou (Aconiti Radix and Aconiti Kusnezoffii Radix) [ 68 ]. Apart from the standard DNA barcodes, a few regions are also useful for identifying medicinal materials. For example, the nuclear 5S region was used to identify Dangshen [ 69 ] , medicinal Swertia species [ 70 ], Muxiang [ 65 ] and Leigongteng [ 67 ]. Furthermore, the chloroplast trnL region was used to identify Baibu (Stemonae Radix) [ 71 ], and the trnL-F region was used to identify Madouling [ 20 ] .

3.2.3.1 Forensically Informative Nucleotide Sequencing

DNA sequencing is useful for differentiating groups of materials, but their identities are not known unless their DNA sequences are compared with reference sequences, and this kind of work is called forensically informative nucleotide sequencing (FINS) [ 72 ]. FINS was first applied to trace the origin of animals and their products, but its application has now been extended to the identifi cation of unknown medicinal samples [ 20, 66, 73 ]. To identify an unknown sample, a selected DNA region was ampli fi ed from the DNA extract and sequenced. The FINS approach emphasizes the comparison of the unknown sequence with the sequences of suitable reference species for revealing the identity of a sample. The resolution depends on the discrimination ability of the selected DNA region and the phylogenetic distance between the reference and the unknown sample. With the DNA barcode initiative, many DNA sequences of medicinal materials have now been deposited in public databases. Our group has recently constructed a freely access online database, Medicinal Materials DNA Barcoding Database, which contains approximately 20,000 DNA sequences from 1,300 medicinal materials [ 74 ]. Although the accuracy of many of these sequences has not been substantiated, these sequences are nevertheless valuable reference resources for FINS analysis. Our group applied FINS based on ITS region successfully revealed that four samples of Baihuasheshecao retailed in Hong Kong (PR China) and Boston (USA) were adulterants derived from Hedyotis corymbosa (Rubiaceae), and the three samples from Guangzhou (PR China) are genuine and derived from H. diffusa [ 66 ] . Similar approach was used to reveal the identities of the retailed samples of snake meat, Madouling and Leigongteng [ 20, 67, 75 ].

Molecular Identification of Botanical Medicinal Materials

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3.3 Molecular Identification of Botanical Medicinal Materials

Approximately 90% of medicinal materials recorded in the Pharmacopoeia of the People’s Republic of China (2010 edition) are derived from botanical sources. Thehuge international market of herbal medicinal materials suggests the importance oftheir correct identification. The pharmacological effects of herbal medicinal materialsmay vary among closely related species, subspecies, varieties, cultivars, and localities,not to mention the adulterants derived from distantly related species. Apart fromconventional organoleptic and chemical methods, molecular approach provides analternative and de fi nite method to identify these samples.

3.3.1 Discrimination at Inter-family and Inter-genus Levels

Adulteration of herbal materials by distantly related species from different families or genera is common. Molecular identification of these adulterants is relatively easy as their genetic makeups are quite different from the genuine species. DNA fingerprinting techniques usually show clear-cut results. For example, AP-PCR, RAPD and RFLP fi ngerprints of medicinal Panax species in family Araliaceae showed different patterns from the adulterants in families Nyctaginaceae, Phytolaccaceae, Campanulaceae, and Talinaceae [ 19, 45 ]. DNA sequencing is also useful to discriminate distantly related species. For example, trnL region is able to distinguish medicinal Stemona species in family Stemonaceae from adulterants in family Asparagaceae [ 71 ]. Similarly, trnL-F and trnH-psbA regions were used to distinguish Madouling derived from Aristolochia species (Aristolochiaceae) from the substitute derived from Cardiocrinum species (Liliceae) [ 20 ] . Identi fi cation of materials of different genera can also be achieved by DNA techniques. AP-PCR and RAPD were able to discriminate materials belonging to eight genera in family Asteraceae and identify the herbs Kudidan and Pugongying [ 23, 24 ]. Similarly, PCR-RFLP may be applied to differentiate four Codonopsis species (Campanulaceae) from two adulterants derived from Campanumoea and Platycodon species in family Campanulaceae [ 46 ]. DNA sequencing of ITS region was applied to distinguish 16 medicinal Dendrobium species from Pholidota species in the same family Orchidaceae [ 64 ] . Although DNA sequencing is useful to differentiate samples derived from distantly related species, such as at the family and genus levels, choosing a suitable DNA region is crucial. Some DNA regions, such as ITS and 5S, evolve rapidly and their sequence similarities at species level in some families are low. For example, the sequence similarity of ITS and 5S regions among Muxiang species (Asteraceae) and the toxic adulterants in Aristolochiaceae were only 56–58% and 20–30%, respectively [ 65 ]. Although such low similarity does not affect the differentiation of samples in different families, it may make sequence alignment and phylogenetic tree construction dif fi cult.

3.3.2 Discrimination at Inter- and Intra-species Levels

One of the major advantages of molecular identi fi cation is its high resolutio which allows differentiation samples at inter- or intra-species level. DNA fingerprinting, such as AP-PCR, RAPD, SCAR, DALP, and AFLP, readily differentiated closely related species of P. ginseng from P. notoginseng [ 18, 34, 38, 50 ]. DNA microarray with hybridization probes designed based on ITS and 5S sequences successfully detected several medicinal Dendrobium species [ 61, 62 ].
Choosing an appropriate DNA region with high variability and discrimination power is crucial for differentiation of closely related species by DNA sequencing.
For example, trnL is a relatively conserved region which could differentiate medicinal Stemona species (Stemonaceae) from adulterants derived from Asparagus species (Asparagaceae) but failed to discriminate the medicinal species (S. japonica , S. sessilifolia and S. tuberosa) and another closely related species S. parvi fl ora [ 71 ]. On the contrary, the ITS, 5S and trnH-psbA regions are highly varied regions which are commonly used for identification at species level. The ITS region is varied enough to discriminate all 16 medicinal Dendrobium species with inter-specific divergences ranging from 2 to 17% [ 64 ]. This region was also used to authenticate Baihuasheshecao derived from Hedyotis diffusa (Rubiaceae) and resolved all the 14 Hedyotis species studied [ 66 ] . In fact, the ITS-2 region is highly varied and found useful for discriminating most medicinal species and therefore has recently been proposed to be a DNA barcode for medicinal plants [ 13 ]. Although ITS shows high sequence variability among species and is the most frequently used region for species identi fi cation of herbal medicinal materials, the presence of multiple copies, which may be non-homogeneous, and the problem of secondary structure resulting in poor-quality sequence data are major drawbacks [ 76, 77 ]. Molecular cloning prior to DNA sequencing is necessary to solve these problems. Besides, fungal contamination is common in herbal medicinal materials and would interfere proper ampli fi cation of target ITS sequences by universal primers. Specially designed plant-speci fi c primers should be used in such conditions. The 5S region is a highly varied region and frequently used for species and subspecies differentiation. It readily discriminated Swertia mussotii from S. chirayita , S. franchetiana, and S. wolfgangiana with interspecific divergences ranged from 31 to 65% [ 70 ]. It also differentiated Dangshen derived from Codonopsis pilosula and C. pilosula var. modesta with intra-speci fi c similarity of 95–98%, respectively, and interspecific similarity ranged from 70 to 73% [ 69 ] .
In our experience, however, the sequence of 5S region is sometimes too varied, making it dif fi cult for sequence alignment. Moreover, this region has multiple copies and molecular cloning prior to sequencing is essential. TrnH-psbA region is a complementary DNA barcoding region showing the highest amplification successful rate and discrimination rate among 9 tested loci [ 15, 78 ]. It is used to identify 19 Aconitum species with an average inter-specific similarity of 85% [ 68 ]. The two closely related medicinal species, A. carmichaeli and A. kusnezoffii, were clearly distinguished by a 56 bp sequence inversion in their trnH-psbA sequences. A disadvantage of the trnH-psbA region is the presence of poly-A structure which reduces the successful rate of DNA sequencing. Besides, sequence alignment may be dif fi cult due to the frequent presence of nucleotide insertion and deletion. In spite of the highly discriminative ability at species level, trnHpsbA could not resolve the relationship between Cardiocrinum giganteum and its variety C. giganteum var. yunnanense , but the trnL-F region could [ 20 ] . This example demonstrated that there is no single universal locus suitable for differentiating all taxa at different levels. Searching for a suitable region that suits the purpose is not avoidable.

3.3.3 Discrimination among Cultivars and Geographical Culture Origins

Herbal medicinal materials derived from various cultivars or collected from different geographical origins may be traced using molecular techniques. For example, the herb Huajuhong is derived from Citrus grandis or its cultivar C. grandis“Tomentosa.” ISSR fi ngerprinting using six primers generated 57 DNA fragments which readily differentiated four samples of Citrus grandis from 15 samples of C. grandis “Tomentosa.” Although there were a few nucleotide substitutions in their ITS sequences, cladistic analysis showed that ITS was unable to differentiate these cultivars as they could not form distinct clusters [ 40 ] . AP-PCR fingerprints of Dangshen collected from different geographical origins in China showed that samples from Sichuan and Hubei generated a characteristic fragment of 0.8 kb using the primer OPC-02. Specific fragments of 1.15, 0.63, and 1.15 kb were obtained in samples from Shanxi, Sichuan, and Gansu, respectively, using the primer OPC-04. The AP-PCR primer OPC-05 ampli fied specific fragments of 1.25 and 1.6 kb for samples from Gansu, while a 0.9 kb fragment is characteristic in Hubei samples [ 25 ] .

Lichens-CLADONIACEAE-Cladonia chlorophaea

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Lichens

CLADONIACEAE Cladonia chlorophaea (Floerke ex Sommerfeldt) Sprengel,

in the broad sense
chalice-moss, cup-moss, Our Lady’s chalice
northern and southern temperate, alpine and polar regions
An old whooping-cough remedy, recommended in some of the herbals and still in John Quincy’s day ‘mightily in vogue among the good wives’ though largely ignored by official medicine,19Cladonia chlorophaea has continued into more or less contemporary folk medicine in Britain in two Welsh counties (Merionethshire and Denbighshire) under the name cwpanau pas.20 In Ireland, this lichen, boiled in new milk, has had the same role in Waterford.21

PARMELIACEAE-Parmelia Acharius-crotal

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PARMELIACEAE

Parmelia Acharius

crotal

northern and southern temperate zones
Parmelia omphalodes (Linnaeus) Acharius, abundant in the upland and rockier regions of the British Isles, is the species most commonly used for the brown dyes colloquially known by their English spelling as ‘crottle’. Familiar though that use is, lichens of this genus have also attracted some applications in folk medicine as well. In the Highlands they were traditionally sprinkled on stockings at the start of a journey to prevent the feet becoming inflamed.22
The fiasgag nan creag, a name translating as ‘rock lichen’ but not further identified, was probably one of these; it was used for healing sores.23
In Ireland it was as a cure for a bad sore under the chin that crotal found one of its uses in Donegal,24 where it has also been valued for burns and cuts.25In Kerry, on the other hand, crotal has been one of several herbs put into a carragheen-like (referring to Chondrus crispus or Mastocarpus stellatus) soup given to invalids to drink.26

Abelmosichi Corolla (Huangshukuihua) Sunset Abelmoschus Flower

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Abelmosichi Corolla

(Huangshukuihua)

Sunset Abelmoschus Flower


Sunset Abelmoschus Flower is the dried corolla of Abelmoschus manihot (L ) Medic. (Fam Malvaceae). The drug is collected at flowering in summer and autumn, and dried in time.

Description:

Mostly crum'pled arid broken, when whole, petal triangular broad-obovate, 7-19 cm long, 7-12 cm wide, externally with longitudinal winkles, radial, pale green, margin slightly sinuous; the inner surface base purpish-brown, stameus numerous, aggregated to a tube, 1.5-2. 5 cm long, anther almost sessible, stigma purplish- black, whorl-orbiculate 5-lobed. Odour, slightly aromatic; taste, sweet and weak.

Identification:

(1) Powders: Pale yellow to brownish- yellow, epidermal cells of corolla subrectangular or irregular, anticlinal walls slightly sinuous. Pollen grains subrounded, about 170 µm in diameter, scattered with 3240 germinal pores, externally with spines, whole glandular hairs long-conical, 510-770 pm long, head of glandular hair somewhat long clavate, 6-14 cellular, glandular stalk 3 cellular, containing purplish-red secretion; non-glandular hairs unicellular, 140-180 pm long, walls smooth. Cells of inner walls of pollen sac subrectangular in facture surface, walls stripe-like thickened, subpolygonal in surface view, anticlinal walls bead-like thickened. Clusters of calcium oxalate minute, 9-19 pm in diameter, angular acute.
(2) To 1 g of the powder add 20 ml of 0.18% solution of hydrochloric acid in ethanol, heat under reflux for 1 hour, filter, concentrate the filtrate to 5 ml and use as the test solution. Dissolve quercetin CRS in ethanol to produce a solution containing 0.5 mg per ml as the reference solution. Carry out the method for thin layer chromatography (Appendix VI B), using silica gel G mixed with 0.5% solution of sodium hydroxide as the coating substance and a mixture of toluene, ethyl acetate arid formic acid (5 : 4 : 1) as the mobile phase. Apply separately 1 pi of each of the above two solutions to the plate. After developing and removal of the plate, dry it in air, spray with aluminum chloride TS, and examine under ultraviolet light at 365 nm. The fluorescent spot in the chromatogram obtained with the test solution corresponds in position and colour to the spot in the chromatogram obtained with the reference solution.

Water:

Not more than 12.0 per cent (Appendix IX H, method 1).

Total ash:

Not more than 8.0 per cent (Appendix IX K). Acid-insoluble ash Not more than 2.0 per cent (Appendix IX K).
Extractives Carry out the method for determination of ethanol-soluble extractives (Appendix X A, the cold maceration extraction method), not less than 18.0 per cent, using ethanol as the solvent.

Assay:

 Carry out the method for high performance liquid chromatography (Appendix VI D).
Chromatographic system and system suitability Use octadecylsilane bonded silica gel as the stationary phase and a mixture of acetonitrile and 0.1% phosphoric acid solution (15:85) as the mobile phase. As detector a spectrophotometer set at 360 nm. The number of theoretical plates of the column is not less than 10 000, calculated with reference to the peak of hyperoside.
Reference solution Dissolve a quantity of garlicin CRS in methanol, accurately weighed, to produce a solution containing 0.1 mg per ml as the reference solution.
Test solution Weigh accurately 0.2 g of the powder (through No. 4 sieve) in a 25 ml measuring flask, add 15 ml of methanol, ultrasonicate (power, 250 W; frequency, 30 kHz) for 30 minutes, cool and replenish the loss of weight with methanol, mix well, filter and use the successive filtrate as the test solution.
Procedure Inject accurately 10 µl of each of the reference solution and the test solution, into the column, and calculate the content.
It contains not less than 0.50 per cent of hyperoside (C21H20O12) , calculated with reference to the dried drug.

Prepared slices

Processing:

Eliminate foreign matter as well as dust and scrap.

Description and Identification:

As required for the crude drug.

Water, Total Ash, Acid-insoluble ash, and Extractives:

As required for the crude drug.

Assay:

As required for the crude drug.

Property and Flavor:

Cold; sweet.

Meridian tropism:

Kidney and bladder meridians.

Actions:

To clear and drain dampness-heat, disperse swelling and remove toxin.

Indications:

Obstruction of dampness-heat, turbid stranguria, edema; Topical application, abscesses and cellulitis, swelling and toxin, scald and bum.

Administration and dosage:

10-30 g; Ground into powder for oral administration, 3-5 g; Appropriate amount for topical application, ground into powder for applyment.

Contraindication:

Used cautiously for pregnant woman. Storage Preserve in a dry place.

Abri Herba (Jigucao) Canton Love-pea Vine

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Abri Herba

(Jigucao)

Canton Love-pea Vine


Canton Love-pea Vine is the dried herb of Ahrus cantoniensis Hance (Fam. Leguminosae). The drug is collected all the year round, removed from soil, and dried.

Description:

Roots mostly conical, the upper part thick and the lower part thin, branched, varying in length, 0.5-1.5 cm in diameter. Externally greyish-brown, rough, with fine, longitudinal striations, rootlets extremely slender, some fallen off or with remaining texture hard. Stems caespitose, 50-100 cm long, about 0.2 cm in diameter; greyish-brown to purplish-brown, branchlets slender, sparsely pubescent. Leaves pinnately compound, alternate, leaflets in 8-11 pairs, mostly fallen off, oblong, 0.81.2 cm long, apex truncate, mucronulate, the lower surface with pronated hairs. Odour, slightly aromatic; taste, slightly bitter.

Identification:

(1) Powder: Greyish-green. Non glandular hairs unicellular> acute or acuminate at the apex, 60-970 pm long, 12-22 pm in diameter, walls 3-6 pm thick, with distinct striations and warty prominences. Stomata paracytic. Fibre bundles surrounded by cells containing prisms of calcium oxalate, forming crystal fibres, walls of crystal cells irregularly thickened. Stone cells subrounded, subsquare or oblong, 16-40 pm in diameter, some with slightly thickened walls. Cork cells yellowish-brown. Prisms of calcium oxalate 5-11 pm in diameter.
(2) To 2 g of the powder add 50 ml of methanol, ultrasonicate for 1 hour, and filter. Evaporate the filtrate to dryness, dissolve the residue in 10 ml of n-butanol, extract by shaking with three 10-ml quantities of 2% solution of hydrochloric acid, combine the hydrochloric acid extracts, and adjust pH to 7 with 5% solution of sodium hydroxide Extract by shaking with three 5-ml quantities of n-butanol, combine the n-butanol extracts, evaporate to dryness, and dissolve the residue in 1 ml of methanol as the test solution. Dissolve abrine CRS in 80% methanol to produce a solution containing 0. 1 mg per ml as the reference solution. Carry out the method for thin layer chromatography (Appendix VI B), using silica gel G as the coating substance and the upper layer of a mixture of n-butanol, acetic acid and water (4 : 1 : 5) as the mobile phase. Apply separately to the plate 5-10 pi of the test solution and 2 pi of the reference solution. After developing and removal of the plate, dry in air. Spray with ninhydrin solution TS, heat at 105oC to the spots clear. The spot in the chromatogram obtained with the test solution corresponds in position and colour to the spot in the chromatogram obtained with the reference solution.

Water:

Not more than 15.0 per cent (Appendix K H, method 1).

Total ash:

Not more than 7. 5 per cent (Appendix IX K).

Extractives:

Carry out the method for determination of ethanol-soluble extractives (Appendix X A, the hot extraction method), using dilute ethanol as the solvent, not less than 6. 0 per cent

Processing:

Eliminate foreign matter and legumes, and cut into sections.

Property and Flavor

Cool; sweet and mild bitter.

Meridian tropism

Liver and stomach meridians.

Actions:

To drain dampness to abate jaundice, clear heat and remove toxin, soothe the liver to relieve paia

Indications:

Dampness-heat jaundice, discomfort in the rib- sides, distending pain in the stomach duct, acute mastitis with swelling and pain.

Administration and dosage:

15-30 g.

Storage:

Preserve in a dryplace.

Abutili Semen (Qingmazi)

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Abutili Semen (Qingmazi)

Chingma Abutilon Seed

Chingma Abutilon Seed is the dried ripe seed of Abutilon theophrastii Medic. (Fam. Malvaceae). The fruit is collected in autumn when ripe, dried in the sun, and the seed is trapped out, removed from foreign matter.

Description:

Triangular reniform, 3. 5-6 mm long, 2. 54. 5 mm wide, 1-2 mm thick. Externally greyish-black or dark brown, bearing sparse white tomenta, a subelliptical hilum at the dented part, pale brown, radially striated around the edges. Testa hard, cotyledons 2, folded, oily. Odour, slight; taste, weak.

Identification:

(1) Transverse section: Epidermal cells 1 layer, flattened-rectangular, sometimes differentiated to unicellu-lar non-glandular hairs; hypodermal cells 1 layer, slightly radially prolated. Palisade cells 1 row, cylindrical, up to about 88 µm long, heavily thick-walled, linear lumina visible at the upper part, the terminal end expended, containing small globular crystals. Pigment cells 4-5 layers, containing yellowish-brown or reddish-brown contents. Cells of endosperm and cotyledons, containing fatty oil droplets and aleurone grains, cells of cotyledons also containing a few of fine clusters of calcium oxalate. :
(2) Add 2 g of the powder to a Soxhlet’s extractor, and add appropriate quantity of petroleum ether (60-90oC), heat under reflux to the extract colourless, cool, discard the petroleum ether. Evaporate the residue to dryness, add 30 ml of ethanol, ultrasonicate for 30 minutes, cool, filter, concentrate the filtrate to 2 ml as the test solution. Prepare a solution of 2 g of Abutili Semen in the same manner as the reference drug solution Carry out the method for thin layer chromatography (Appendix VI B ) , using silica gel G as the coating substance and a mixture of chloroform, acetone, methanol and formic acid (3 : 1 : 0. 5 : 0.1) as the mobile phase. Apply separately 5 µl of each of the above two solutions to the plate. After developing and removal of the plate, dry it in air, spray with a 10% solution of sulfuric acid in ethanol, heat at 110°C to the spots clear. Examine under ultraviolet light at 365 nm, the fluorescent spots in the chromatogram obtained with the test solution correspond in position and colour to the fluorescent spots in the chromatogram obtained with the reference drug solution.

Foreign matter:

Not more than 1 percent (Appendix IX A).

Water:

Not more than 10.0 percent (Appendix IX H, method 2).

Total ash :

Not more than 7. 0 percent (Appendix IX K).

Extractives:

Carry out the hot extraction method for determination of ethanol-soluble extractives (Appendix X A), using anhydrous ethanol as solvent, not less than 17. 0 percent

Property and Flavor:

Neutral; bitter.

Meridian tropism:

Large intestine, small intestine and bladder meridians.

Actions:

To clear heat and remove toxin, drain dampness, relieve nebula.

Indications:

Red or white dysentery, stranguria with slow pain, swelling abscess, sore and toxin, nebula.

Administration and dosage:

3-9 g.

Storage:

Preserve in a cool and dry place.

Acanthopanacis Cortex (Wujiapi)

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Acanthopanacis Cortex (Wujiapi)

Slenderstyle Acanthopanax Bark


Slenderstyle Acanthopanax Bark is the dried root bark of Acanthopanax gracilistylus W. W. Smith ( Fam. Araliaceae). The root is collected in summer and autumn, washed clean, the bark is stripped off, and dried in the sun.

Description:

Irregular quills, 5-15 cm long, 0. 4-1. 4 cm in diameter, about 2 mm thick. Outer surface greyish-brown, with slightly twisted longitudinal wrinkles and transverse lenticel-like scars; inner surface pale yellow or greyish- yellow, with fine longitudinal striations. Texture light, fragile, easily broken, fracture irregular, greyish-white Odour, slightly aromatic; taste, slightly pungent and bitter.

Identification:

Transverse- section: Cork cells several layers. Phellem narrow, scattered with a few secretory canals. Phloem broad, with clefts in the outer part, rays 15 cells wide; secretory canals fairly frequent, so;rounded with 4-11 secretory cells. Parenchymatous cells containing clusters of calcium oxalate and small starch granules.

Powder:

Greyish-white. Clusters of calcium oxalate 8-64 µm in diameter, sometimes the crystal cells linked together, with clusters arranged in rows. Cork cells rectangular or polygonal, thin-walled; sometimes the walls of cork cells of older root barks unevenly thickened, less pitted. Fragments of secretory canals containing colourless or pale yellow secretion. Starch granules abundant, simple granules polygonal or subspherical, 2-8 µm in diameter; compound granules consisting of 2 to tens of components.

Water:

Not more than 13.0 per cent (Appendix K H, method 1).

Total ash:

Not more than 12. 0 per cent (Appendix IX K).

Prepared slices:

Processing Eliminate foreign matter, wash clean, soften thoroughly, cut into thick slices, and dry in the sun.

Property and Flavor:

Warm; pungent and bitter.

Meridian tropism:

Liver and kidney meridians.

Actions:

To dispel wind and remove dampness, tonify and replenish the liver and kidney, strengthen sinew and bone, promote urination to alleviate edema.

Indications:

Wind-dampness impediment disease, limp wilting sinew and bone, infantile walk retardation, weak constitution and lack of strength, edema, tinea pedis.

Administration and dosage:

5-10 g.

Storage:

Preserve in a dry place, protected from mould and moth.

Introduction GINGERS of Thailand

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Gingers are classified as the plant family Zingiberaceae, while the commercial Ginger is the cultivated species Zingiber officinale. During the last decades there has been a growing interest in studying these plants among botanists, amateurs and commercial growers of tropical plants, not least in Thailand. Gingers have an attraction like that of the Orchids, even if most of them, as opposed to the orchids, have very ephemeral flowers but, instead, often conspicuously coloured floral bracts. It is the hope that with this book interest in these unique tropical flowers may be further stimulated and that a better understanding of conserving the unique and endangered Zingiberaceous flora of Thailand may spread.
Thailand has one of the richest Ginger floras in the world. About 50 genera of Zingiberaceae are at present known to science, 26 of these are found as native within the borders of the Kingdom. Today we know c. 1400 species of Gingers worldwide, about 300 have so far been found in Thailand, both numbers will most certainly rise. The six-times-larger Malesian area, including Malaysia, Singapore, Indonesia, Brunei, The Philippines and Papua New Guinea, has less than three times as many species. This is due to Thailand being situated at the crossroads of distributional zones. From north to south the country ranges from c. 19° to 5° N or over 1500 km. In the north of Thailand the southern Himalayan element, with subtropical species, finds niches at high altitudes. Also in the North, a Chinese element is represented with species from Yunnan, the southern tropical province of China. Towards the northeast, in the Nan Province, the northern Indochinese flora becomes evident and towards the West the Burmese flora “flows” over the border. The northeastern part of the country is a dry plateau over which several old plateau mountains, consisting of sandstone, rise to over 1000 m altitude. These table mountains harbour a very special flora with numerous endemic species. Finally, Thailand is crossed by one of the significant plant geographic dividing lines in Southeast Asia, the border between the deciduous forests of the seasonal monsoon climate and the evergreen, humid forests of the Malay Peninsula. This line runs across the Peninsula at the Isthmus of Kra from Ranong to Chumphon. The land south of this line harbours a flora related to the peninsular Malaysia.
It is astonishing how many new species, even undescribed genera, of Gingers, that have been collected in recent years, particularly in the areas bordering Myanmar, Laos and Malaysia. On the other hand it is understandable as these regions, up to recently, have beetl almost inaccessible partly because of political situations and partly on account of the lack of roads. 

History of exploration of the Thai ginger flora

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Thailand was one of the last regions of Southeast Asia to be explored. As Thailand has always been an independent country, never colonized by any Western power, botanical exploration, in the tradition of the West, came late. The first who collected plant specimens scientifically was a German medical doctor Engelbert Kaempfer (1651-1716) who, on his journey to the Far East on board a ship belonging to the Dutch East India Company, first arrived in Siam, as the country was called in those days, in 1690. He stayed for about one month and collected information on language, architecture and natural phenomena. He also collected plants, the specimens of which unfortunately have vanished. One of his collections was a medicinal herb of which he sent a drawing and description to Linnaeus, who named it in honour of its collector: Kaempferia galanga. Looking into the famous Linnaean work of 1753, the Species Plantarum, which enumerates all the plant species known to Linnaeus, it is seen that he only was aware of nine species of Gingers, three of Canna, one Marantaceae and one Costus. Among the Gingers are Kaempferia rotunda and K. galanga, Zingiber zerumbet (referred to as Amomum) and Elettaria cardamomum (also referred to Amomum), Curcuma longa, and C. rotunda.
After Kaempfer, a century passed before a new scientific collector, J.G. Koenig (1728-85) arrived. In the 18th century, many students came to Uppsala in Sweden to study with Linnaeus, while others came to the famous old university of Copenhagen founded in 1475. Koenig came as a young student from Latvia to study, first in Copenhagen later he spent two years studying with Linnaeus. He soon became an ardent botanist and plant collector in Denmark, Norway and Iceland for the most prestigious project of those days: Flora Danica. In 1779, however, he travelled to Siam and two years later to Ceylon. Koenig was one of the most prolific plant collectors of the 18th century. In Thailand, he collected particularly on Phuket and in the Chantaburi Province. Among his collections were many orchids (see Seidenfaden 1995) but also a large number of Zingiberaceae and related plants, of which several were described as new species: Amomum uliginosum Koenig and A. scyphiferum Koenig (now Hornstedtia scyphifera), A. montanum Koenig (now Zingiber montanum), Banksea speciosa Koenig (now Costus speciosus), Costus malaccensis Koenig (now Alpinia malaccensis), Hedychium coronarium Koenig, Hornstedtia leonurus Koenig, Languas chinenpis Koenig (now Alpinia nigra), Languas vulgare Koenig (now Alpinia galanga). These name changes also reflect changes in our taxonomic understanding with the growing knowledge of ginger plants since the late 18th century.
Koenig’s name is commemorated in numerous genera and species, for instance, among the Zingiberaceae in Amomum koenigii. His collections from Thailand were long regarded lost, until many were rediscovered in the Botanical Museum, Copenhagen some years ago.
Again a century passed before a new expedition arrived in Thailand for scientific botanical collecting. Again it was a Danish expedition 1899-1900 in which a young Danish botanist, E. Johannes Schmidt (1877-1933) participated. Schmidt collected during four months on the Island of Koh Chang in the Gulf of Siam near the Cambodian border. His collections amounted to a number of 550, not a big total, but many members of his collections were new to science. After returning to Denmark he wrote his thesis on the morphology of trees in the mangrove and edited what became the first floristic work in Thailand: Flora of Koh Chang. His material was worked on by the greatest botanists of his time, those of the Engler School in Berlin. K. Schumann, who also contributed other basic works on Zingiberaceae treated Schmidt’s collection of Gingers. He described several new species, e.g., Elettariopsis schmidtii K. Schum. (nowAmomum biflorum), AlpiniaoxymitraK. Schum., Alpinia macrouraK. Schum., and Amomum hirticalyx K. Schum. Schmidt, however, did not follow up with his success as a tropical botanist, but became interested in marine science. His most important contribution to science is the discovery of the transmigration of the eel larvae across the Altantic.
It was a British medical doctor, however, who became the first large scale collector of Thai plant species in the beginning of the 20th century and founder of the first herbarium in Thailand, now the Bangkok Herbarium.
A.F.G. Kerr (1877-1942) came to Thailand in 1902 to serve as medical cousultant to the British community in Chiang Mai. During his spare time he made small excursions to the nearby mountain Doi Suthep, his primary interest being the rich orchid flora of which he began to make sketches. In 1908, when he went on leave to England, he had made 215 line drawings which he carried with him and showed to the orchidologist at Kew, R.A. Rolfe. Rolfe became very enthusiastic and talked with the director of the herbarium, who urged Kerr to continue collecting and provided him with the necessary equipment to collect plants, including those other than orchids.
This was the beginning of a career that was to take Kerr all over Thailand. Eventually his medical duties became more irregular, as he was away collecting for long periods. In 1920 he became appointed Government Botanist in Bangkok and the Botanical Section was established as a part of the Ministry of Commerce. This was the first botanical institution in Thailand and Kerr became its Director. In 1932, after 25 years of government service, Kerr retired and went back to England. At that time he had collected more that 23,000 samples of flowering plants and ferns from all over the country. His material had over the years been worked on by W.G. Craib (1885— 1933) at the Kew Herbarium, who also initiated a series of descriptions of new species from Thailand, and the Flora Siamensis Enumeratio, an annotated checklist of the Thai flora. Soon after Kerr’s return to England Craib passed away. Kerr spend muchof his time in the herbarium and some more families of the “Enumeratio” were published. The series was, however, eventually discontinued. The Monocotyledones, including the Zingiberaceae, were never treated. Most of these collections were still in big parcels when the first author visited Kew in 1959, after the first Thai-Danish expedition in 1958.
Hundreds of species have been described on the basis of Kerr’s collections and in numerous of these we find the famous collector’s name. Among the Zingiberaceae can be mentioned Geostachys kerrii K. Larsen, Globba kerrii Craib and Zingiber kerrii Craib.
In the second half of the 20th century, numerous Thai and foreign botanists have been collecting Zingiberaceae in Thailand. The author, who began his botanical work in Thailand in 1958, took from the very begining interest in the group. As leader of many Thai-Danish botanical expeditions, from then, up to the present day, more that 30,000 numbers of all groups of plants and fungi have been collected. This material is partly in the Botanical Museum, University of Copenhagen (from the years 1958— 62), and partly in the Herbarium, University of Aarhus (expeditions after 1962), with a set in The Forest Herbarium in Bangkok. It is beyond the scope of this book to enumerate the many recent expeditions and collectors, mainly from Denmark, Japan and the Netherlands working in collaboration with botanists from the Royal Forest Department. However, our knowledge of the Thai flora, including the Zingiberaceae, is growing every year. Hopefully, within the first decade of the 21st century it will be possible to finish the treatment of the family for the prestigious work, Flora of Thailand published by the Forest Herbarium, Bangkok.

Systematics and nomenclature

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Systematics and nomenclature


The Ginger family, or Zingiberaceae, belongs to the order Zingiberales (previously called Scitamineae). It is a very natural order, which today is divided into eight families falling into two groups, the Banana group and the Ginger group, the latter being the more advanced.

Key to the families


1. Stamens 5 or 6 (Banana group)..................................................................................2
Stamen 1 (Ginger group)...............................................................................................5
2. Flowers unisexual, plant monoecious, with latex....................................Musaceae
Flowers bisexual, without latex.............................. 3
3. Stem woody, 2 lateral petals joined, enclosing the anthers...........Strelitziaceae*
Stem not woody, 2 lateral petals not joined...............................................................4
4. Median petal free, forming a labellum; leaves finely reticulately veined
....................................................................................................................Lowiaceae
Median petal not forming a labellum...............................................Heliconiaceae*

5. Flowers symmetrical along the median axis (zygomorphic), sepals joined at base

........................................................................................................................................6
Flowers asymmetrical, sepals free.............................................................................7
6. Leaves distichous, sheaths open.........................................................Zingiberaceae
Leaves spirally arranged, sheaths closed..................................................Costaceae
7. Leaves with a pulvinus below the leaf blade.......................................Marantaceae
Leaves without pulvinus...........................................................................Cannaceae*

The families with an asterisk are not native to Thailand, but they are all represented as ornamentals: Strelitzia reginae, the Bird-of-Paradise flower, Ravenala madagascariensis, the Travellers Tree, Heliconia rostrata and other Heliconia species, as wdl I as Canna hybrids are very popular and sometimes naturalized around villages.
The relationship among the families have been studied from many points of view. Besides the traditional morphological analysis and description, anatomy, chemistry, cytology, palynology and most recently through molecular analysis combined with a cladistic treatment of the data. Even the most refined methods of today have not been able to change much in the division into eight families.
In this book the Ginger family, the Zingiberaceae, is in focus. This was by Schumann (1904) divided into four tribes, all of which occurs in Thailand. A tribe is a group of genera that have a number of characters in common and thus deviates from the other tribes. Still a tribe is not so clearly defined, that it deserves a higher rank of family. The Schumann system was used in the “Gingers of Peninsular Malaysia and Singapore” by Larsen & al. (1999).
A very recent phylogenetic analysis, based on molecular studies by Kress & al. (2002), suggests several changes to this current system. It is here proposed to divide the family into 4 subfamilies of which only the two first are native to Thailand.
1. Zingiberoideae
    Tribe Zingibereae
       Globbeae
2. Alpinioideae
    Tribe Alpinieae
        Riedelieae
3. Tamijioideae, only one species, Tamijia flagellaris in N. Borneo
4. Siphnochiloideae, one genus, Siphonochilus, withe. 15 species in Africa

Key to the tribes native to Thailand


1. Lateral staminodes well developed, free from the labellum, the plane of distichy
of the leaves parallel to the rhizome.......................................................................2
Lateral staminodes reduced to small teeth at base of labellum or wanting........3
2. Ovary unilocular with parietal placentation..............................................Globbeae
Ovary 3-locular (very rarely unilocular) with central placentation. Zingibereae
3. Fruit a long, thin capsule.........................................................................Riedelieae
Fruit various, usually more or less spherical, never a long, thin capsule ... Alpinieae

Characters used for distinguishing the tribes are mainly floral. One diagnostic vegatative character, however, was discovered rather late: The importance of the plane of distichy of the leaves. In all Zingiberaceae the leaves are arranged in two rows, distichous, whereas in the Costaceae they are spirally arranged. In the three of the four tribes the plane of distichy is parallel to the rhizome while in one, the Alpinieae, it is transverse to the rhizome. It is usually easy to see if the plant is dug from the ground and the rhizome is of a certain length, but in some small species with poorly developed underground stem it may be less obvious. Among the floral characters the development of the lateral staminodes is highly rated. In the Globbeae and most Hedychieae they are large and free, while in the Zingiber they form part of the labellum (lip); in the Alpinieae they are strongly reduced. The anther crest is a most diverse structure. It is an outgrowth from the connective, the sterile tissue between the pollen sacs. The ovary in the Monocotyledones are formed of 3 carpels and therefore basically 3-locular with the ovules placed centrally in the axils between the carpels. This is called central or axile placentation. In the Globbeae the carpels are joined only along the margins and the placentation therefore becomes parietal, i. e. the ovules are placed on the wall along the sutures. In very few species in the Zingibereae the division of the ovary is dissolved during the development of the capsule, in this case the placenta becomes central in an unilocular capsule as in some species of Boesenbergia.
The determination of a Ginger plant begins with a careful analysis of the flower. This is very del icate in most species and short-lived. Therefore observation of the structures should be done when the flower is fresh or, if this is not possible, then it should be preserved in 70% alcohol. For further instructions in collecting and preserving Gingers see chapter 11.
In chapter 6 the genera found in Thailand are enumerated. It has been necessary here to use a number of taxonomic and nomenclatorial terms that may need a further explanation. Please check any unknown term in the glossary (page 169).
The names of the genera in this book are followed by the name of the author and the year of publication. This is often regarded as an unnecessary burden in literature that is not strictly for scientific use. It is, however, a very infonnative addition that we have chosen to bring. It gives the reader instant infonnation about who described the genus and when. In an appendix all known species in Thailand are enumerated with full literature reference.
Many species’ names change over time. This may be quite confusing, but it is inevitable as we gain more knowledge on the Gingers. Therefore synonyms occur. Synonyms are different names given to the same species. If more names are available for a species, the oldest name is the valid one according to the International Code of Botanical Nomenclature. Still no name can be older than 1753, referring to Linnaeus’ work: Species Plantarum published that year and regarded the starting point of botanical nomenclature. Only valid names are used throughout and very rarely we have added here what the taxonomists call full synonymy, meaning listing all names used for a species since the starting point of nomenclature in 1753. Only in cases where a synonym has been in common use in literature referring to Thai plants, we have added them in parenthesis. 

Plant Geography of Gingers

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Plant Geography of Gingers


The Zingiberaceae are found throughout the tropics, very few reach the subtropical zone. In Japan a few species of Alpinia and one of Zingiber are native. In the southern Himalaya the genus Roscoea, the most cold tolerant of all Gingers, is found. By far the majority of genera and species are found in tropical Asia. In the table below the distribution of genera is summarized.
Table 1. Approximate number of genera and species of Zingiberaceae worldwide.
region
genera
species
Trop. America
1
55
Trop. Africa
4
90
Asia
45
1300
Thailand
26
300

None of the 45 genera found in Asia are indigenous in Africa or the Americas. The genus Kaempferia in its former circumcription was occurring in both Asia and Africa. The African group, however, has now been segregated as the genus Siphonochilus in no way related to Kaempferia as recently shown by molecular studies. The genus Renealmia is distributed from tropical America to tropical Africa. In northern, tropical Australia some of the Asiatic genera are found.
For further information on the plant geography of gingers see also Larsen (2005) and Kress & Specht (2005).

Structure of the Ginger plant

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Structure of the Ginger plant


All Gingers are herbaceous plants. Even if some of them reach above 10 m height as the giant Alpinia boia from the Fiji Islands, others, such as some species of Kaempferia, are hardly raised more than a few cm above the ground. The Gingers are all perennials with a rhizome, an usually underground, leafless stem. From the base of the stem or from the rhizome roots are produced. In some species, mainly from the dryer regions, the roots are terminated by ellipsoid or spherical tubers with starch- filled cells. The rhizome may be long and straight as in most species ofHedychium, it may also be branched as in Zingiber. In species of e.g. Boesenbergia, Kaempferia, Globba and other low herbs the rhizome is mostly short. The terminal part of the rhizome or a branch of it turns upwards and becomes the leafy shoot. In some species of Amomum, Geostachys and Hornstedtia the rhizome is raised above the ground on stilt roots. In some species the rhizome is raised more than 1 m above the litter of the forest floor.
A real stem is present in most species but usually it is very short and higher up replaced by a pseudostem (“false stem”) formed by the leaf sheaths. In this book the term leafy shoot is used. The leaves are distichous (arranged in two rows) in all species. The leaves consists of a leaf sheath which is open to the base. In most species the lower leaves consists of this part only or with a diminuative lamina. The leaf sheath is terminated by the ligule, a membranous structure on the inner side of the sheath, it varies in length from less than 1 mm in Cornukaempferia to nearly 5 cm in some Zingiber species, mostly it is entire, but in Boesenbergia it is bilobed; very rarely the ligule is wanting. Above the sheath follows the petiole, a short or long stalk-like part after which follows the lamina or leaf blade. In the genus Zingiber the petiole has a part immediately below the lamina that is swollen, this is called a pulvinus, similar to a structure characterizing the Marantaceae. The lamina varies from few cm in some species of the Zingibereae to more than 1 nr in some Alpinia species. The base of the lamina vary from cordate to rounded or tapering towards the petiole, the tip from rounded to acute or acuminate. The vegetative parts may be glabrous or hairy in various degree or in some species of Zingiber covered by a glaucous, waxy layer.
The inflorescence is either terminal on the leafy shoot or borne on a separate shoot from the rhizome near to the leafy shoot or in some distance from it and then also called radical. In the genus Plagiostachys the inflorescence is terminal but breaks through the leaf sheaths in the lower part of the pseudostem. The inflorescence of all Zingiberaceae is in principle composed of partial inflorescences, these are of the cymose type and called cincinnae. In some genera, e.g. Hornstedtia and Etlingera, the inflorescence is sourrounded by sterile, leafy bracts called involucral bracts.
The cincinnae are subtended by bracts (sometimes, mainly in older literature, called “primary bracts”). In rare cases the cincinnae are reduced to single, sessile flowers (Alpinia oxymitra), in that case the inflorescence becomes a spike. Small leaf structures are often present on the pedicel (flower stalk) on the side opposite the main axis, these are the bracteoles (“secondary bracts”). The bracts may be free or joined at the base to pouches as in Curcuma, they may be spaced or densely overlapping as in Hedychium coronarium and in most Zingiber species giving the whole inflorescence a cone-like appearance. In many Curcuma species and in Smithatris the bracts, terminating the inflorescence, are sterile and of an other colour than the floriferous bracts, this structure is called acoma.
The ginger flower is highly specialized. It is always bisexual, i. e. having a stamen as well as a pistil. The flower is always superior, meaning that the ovary is situated below the perianth. Belonging to the Monocotyledones, the Zingiberaceae have basically 3-merous flowers consisting of 5 whorls, the two outer ones, the perianth, each with 3 leaves, then two inner ones, the stamens also with 3 each, and finally the ovary composed of 3 carpels. But that is not so easy to interpret in gingers (see page 24-26).
The outer whorl of the perianth is formed as a calyx tube, mostly split down one side and with 3 short teeth representing the 3 original sepals. It is a very delicate, filmy structure. The inner whorl, the corolla, consists of the corolla tube ending in the 3 corolla lobes (sometimes called petals). The dorsal lobe (the one placed closest to the axis) in usually slightly different from the lateral ones. Inside the perianth the stamens should be found. The Monocotyledones all have basically 6 stamens. In the Zingiberaceae only one is functioning as a reproductive organ. Two stamens are transformed to lateral staminodes; these may be free, petaloid as in Zingibereae and Globbeae or joined to the labellum in Zingiber as sidelobes or reduced to small dentate appendages to the labellum in Alpinieae. Of the remaining 3 stamens, one is reduced while 2 form the labellum (or lip). There is thus a big difference between the lip of an orchid where it is a true petal, while the lip of a ginger is staminodial. The only functioning stamen has a long or short filament terminated by the anther. The anther may be terminally fixed on the filament or it may be versatile. It consists of two pollen sacs connected by sterile tissue called the connective. In some genera e.g. Camptandra, Roscoea and many species of Curcuma the pollen sacs are provided with basal spurs, in others, like Kaempferia and Caulokaempferia, the connective is produced beyond the thecae into an anther crest. In Globba the anther is usually provided with lateral appendages of great importance for determination of the species. Innermost in the flower we find the pistil formed of 3 carpels as clearly is seen from the fruit. There is, however only one style and stigma. The two “missing” branches of the style is found on top of the ovary as stylodial glands producing nectar. The ovary is either 3-locular with the ovules placed on a central placenta or unilocular with the ovules placed on 3 placentas on the inside of the ovary wall (parietal placentation). The style is extremely thin and placed in a cavity on the backside of the filament, leaving only the stigma, usually funnel shaped, to be seen on top of the anther. In many species, and even some genera, the fruit is still unknown. Where known it is a dry or fleshy capsule, dehiscing in various ways or, in some species of Alpinia it is indehiscent. The sculpture of the fruit varies greatly and is of great taxonomic importance. In many species of Etlingera the fruits fuse to form a so-called syncarp, a large fleshy body reminding of a small pineapple or pandan syncarp. There is also a big variation in the size and form of the seeds. With only few exceptions the seed is provided with an aril (or arillus), a succulent tissue originating from the base of the seed. In some genera the aril is only partially covering the seed in others it covers the seed fully and may even join with the other arils in the locule of the fruit as seen in Hedychium where the aril is bright red. In most Gingers the aril, however, is whitish or almost translucent.
Diagram of a Curcuma flower
Diagram of a Curcuma flower - Del. B. Johnsen
Zingiber sp
Zingiber sp. - a. rhizome; b. leafy shoot; c. flowering shoot; d. flower; e. an infructescence. of Hedychium (see also page 41) - Del. B. Johnsen
Floral structure of Globba obscura
Floral structure of Globba obscura - a. flower; b. inflorescence. - Del. B. Johnsen
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