Polypodiopsida Cronquist, Takht. & Zimmerm
Next to the flowering plants, the leptosporangiate ferns are the most diverse group of living land plants. Recent estimates place their diversity at about 12,000 species in 300 genera. The earliest known occurrence of leptosporangiate ferns is in the Lower Carboniferous. The five or more fern families recognized from this time were extinct by the Permian. Subsequent major filicalean evolutionary radiations during the Early Mesozoic yielded several families with extant representatives, but it was not until the Upper Cretaceous, after flowering plants had become dominant over much of the land surface, that much of extant fern diversity seems to have appeared.
(Extracted in large part from Wagner and Smith 1993)
The fern life cycle is characterized by having two separate free-living plants, gametophytes and sporophytes, interconnected by stages of the sexual process. This phenomenon is referred to as an alternation of phases of a single generation. Ordinarily, the more conspicuous and dominant plant is the sporophyte (diploid and 2n), which is usually perennial and lives for an indefinite period. The gametophytes (haploid and n) tend to be inconspicuous and short-lived.
Organs - Roots, Stems, and Leaves
Roots of ferns tend to arise along the stem, commonly near leaf bases. They have been poorly surveyed, and our knowledge of them is limited, though recent work by Schneider (1996) has done much to improve this.
The stems of pteridophytes are mainly true rhizomes, i.e., stems that run horizontally at or just beneath the surface of the ground. Some ferns have upright stems like tiny tree trunks and are unable to form colonies except for occasional upright branchings. Rarely, a pteridophyte may have both upright stems and horizontal rhizomes. The rhizomatous habit of many ferns results in extensive vegetative reproduction. Anatomically the stems of pteridophytes are simpler than in most seed plants because they are made up only of primary tissues.
Fern leaves are often referred to as fronds. These develop in a distinctive manner with the soft growing tip (meristem) rolled up in the center of the crozier (fiddlehead). The crozier is produced by a process of growth and unfolding, and the characteristic pattern thus formed is known as circinate vernation. Leaf development that is initiated at the tip is called acropetal, and this development is characteristic of most modern ferns. Leaves of seed plants, in contrast, tend to develop by overall growth and expansion, i.e., by intercalary differentiation and enlargement.
The parts of a leaf include the petiole (stipe) and the blade (lamina). Petioles of ferns are diverse and offer many taxonomically valuable characteristics. The patterns are characteristic of genera and sometimes families. The main axis of the blade is called the midrib (rachis). If the blade of a fern is divided into leaflets, these are called pinnae, and if the leaflets are divided again into subleaflets, the subdivisions are called pinnules. If a blade has no subdivision it is termed simple; if it is once-divided only, it is regarded as 1-pinnate. If the pinnae are divided further into pinnules, the blade is 2-pinnate. A very finely divided blade may be 3 (or more)-pinnate (decompound).
Indument - Hairs, Scales, and Glands
In ferns, outgrowths of the epidermis of stems and leaves are common and varied, and these features are very important in description and identification. Simple outgrowths made up of a single cell or a chain of several cells are generally called hairs or trichomes. Trichomes that have two or three parallel rows of cells at the base and a single file of cells at the tip that are called bristles (setae). More elaborate outgrowths that form flat plates of 3-20 or more rows of cells are scales (paleae). Scales may be attached basally or centrally on a small stalk. One of the more distinctive features of many hairs and scales is the presence of enlarged and rounded terminal secretory cells. Glandular hairs, sometimes called glands, may characterize particular species. Such glands are not to be confused with nectaries, which are also secretory structures. Nectaries are rare in ferns and have been found in bracken fern and certain polypodies. Gametophytes of most ferns tend to have distinctive brownish or colorless hairs (rhizoids) that apparently serve to collect water and to anchor the plant.
Veins - Free, Dichotomous, or Reticulate
Many ferns have pinnately arranged free veins, with the major veins running out from the rachis laterally and the minor veins repeating the pattern. In leaves in which the veins come together to form a network of loops or meshes (veins anastomosing; venation reticulate), the area within a loop is an areole. Rarely, the venation of a pinna or pinnule may be entirely dichotomous with the veinlets repeatedly forked from the base to the tip of the segments. One of the special features of truly dichotomous venation is that there is no midrib. The small, juvenile leaves of many ferns have dichotomous venation, but distinct midribs are generally found in more adult, larger leaves.
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Sporangia grouped together in roundish sori and covered by protective kidney-shaped indusium
The spore-producing organ of ferns is the sporangium. With few exceptions, sporangia are borne on leaves or modified leaves. When the leaves that bear sporangia are like those that are only photosynthetic, the leaves are called monomorphic. If, however, the sporangia are borne on leaves or leaflets that are strongly modified and different from the photosynthetic leaves, the leaves are said to be dimorphic. Sporangia of all "fern allies" and eusporangiate ferns are basically like those of the pollen-producing microsporangia of gymnosperms or the anthers of angiosperms in having thick walls with a number of cell layers. The sporangia open usually by a transverse split and produce hundreds or thousands of spores. Most ferns, however, have drastically modified and reduced sporangia that are so simple, they appear to be little more than elaborate trichomes bearing a tiny round spore case at the top. This distinctive type is called the leptosporangium. The spore case itself is few-celled, and the outer wall is only one cell thick at maturity. The number of spores produced in leptosporangia is usually only 128, 64, or 32, most commonly 64. Most leptosporangia have a bow or annulus made up of strongly modified, thickened cells. The position and extent of the annulus are important characteristics that define a number of fern families. In ferns, sporangia are on leaves or leaf parts, in various arrangements, solitary to many, often in clusters (sori) that are linear, oval, or round. Sori are often protected by flaps formed by the leaf margin (false indusia) or specialized scales or cuplike coverings (true indusia) that are separately produced from the area on which the sorus is borne (receptacle).
Spores of most modern ferns are all of one type, and the taxa are said to be homosporous. Individual spores are mostly 20–60 micrometers in length or diameter. Spores may be tetrahedral or nearly globose, and the scar (laesura) on the inner (proximal) surface may be triradiate; or the spores may be more or less reniform or bean-shaped and bilateral, with a single straight laesura. The type with the triradiate laesura is called trilete, and the one with the linear laesura, monolete. Some ferns have evolved the condition known as heterospory, in which two types of spores are produced by a given species: small spores mostly 20–30 micrometers long (called male) and large spores 200–700 micrometers in diameter (called female).
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Fern gametophyte with young developing sporophyte in notch
Sexual fusion in ferns occurs on inconspicuous, free-living plants known as gametophytes. Most gametophytes are green and surficial (surface borne), but some are nongreen and subterranean. Both surficial and subterranean gametophytes depend on free water through which the sperm must swim to reach the egg and achieve fertilization. The male gametes (sperms) are provided with special organelles equipped with cilia that propel the gametes by their motion. Sperms are produced in specialized cases (antheridia) that are either sunken in the gametophyte or protrude from it. The antheridia release the sperms through a pore. Release depends on maturity of the sperms and the presence of water. The female gamete (egg) is located in a bottlelike organ, the archegonium. Sperms swim to the opening at the top of the neck of the archegonium. The neck provides a passageway to the enlarged base (venter), where the egg is located and where fertilization takes place. It is believed that most fern gametophytes pass sequentially through all-archegonial or all-antheridial stages before becoming bisexual. Female gametophytes release soluble substances (antheridiogens) that stimulate nearby gametophytes to develop antheridia only. This tends to promote cross-fertilization between gametophytes of the same or closely related taxa.
Spore mother cells, located inside the developing sporangia, are often used to study the chromosomes of ferns. Homosporous ferns have high chromosome base numbers (i.e., the lowest haploid multiple) ranging from about x=20 to x=110. These are among the highest base numbers known in vascular plants. Heterosporous ferns have low chromosome base numbers like those of most seed plants, i.e., x=7-11. This generalization applies across all divisions of pteridophytes. Polyploidy may be superimposed on the base numbers and, at least among homosporous taxa, very high numbers are sometimes attained. By observing meiotic chromosomes, one can usually determine whether a given plant is a hybrid or not. Meiosis in hybrids is generally very irregular, and the spores that result are malformed.