1. Introduction
The number of declining or threatened plant species is increasing at an alarming rate worldwide [
1,
2]. Although considerable knowledge has been accumulated on some of the factors, such as habitat destruction, that drive species decline [
3,
4,
5], there are still gaps in understanding the complex processes in plant populations related to climate change [
6,
7,
8,
9]. Demographic changes in plant populations, fecundity of individuals and population recruitment are the main factors determining the stability and longevity of populations [
9,
10,
11,
12]. It is, therefore, essential to accurately determine the efficiency of generative reproduction in populations of endangered species and which plant traits and biotic and abiotic factors contribute to reproductive success [
9,
13,
14].
The family Orchidaceae Juss. is a diverse group of flowering plants comprising more than 700 genera and about 25,000 species, most of which are rare, declining or threatened with extinction in a changing environment [
15,
16,
17]. Even the smallest alteration in an intricate system of species relationships with other organisms and the environment can disrupt the delicate equilibrium in their populations and cause a gradual decline [
17,
18]. Some changes, such as the time and duration of flowering, the peak of pollinator activity and its synchronisation with flowering, are anticipated under climate change but are difficult to assess even with rigorous research [
19,
20,
21]. The study of reproduction in Orchidaceae has received considerable attention in recent decades [
22,
23,
24]. Due to the extraordinary diversity of orchid species, their specific adaptations to environmental conditions, their diverse reproductive strategies and their complex evolutionary relationships with pollinators [
25], only a fraction of terrestrial species have been studied for their fruit set rate. Furthermore, the results of some studies are inconclusive or even contradict the regularities found in different geographical regions.
Studies of natural fruit set in different species of the Orchidaceae family have shown that temperate species are significantly more successful than tropical species [
26,
27,
28]. In addition, fruit set success is strongly influenced by the plant’s strategy for attracting pollinators. In general, species that reward pollinators with nectar have significantly higher fruit set rates (37.1%) than deceptive species (20.7%) that do not reward pollinators [
27,
29,
30]. An analysis of the results of several studies showed that the mean fruit set of deceptive terrestrial Orchidaceae species in Europe was 27.7%, whereas the fruit set of rewarding species was significantly higher, reaching 63.1% [
26]. Studies in Italy on the fruit set of the deceptive
Orchis italica Poir,
O. anthropophora (L.) All. and
Anacamptis papilionacea (L.) R.M. Bateman, Pridgeon et M.W. Chase showed that their fruit set ranged from 13.9% to 16.5%, whereas the natural fruit set of the nectariferous
Anacamptis coriophora (L.) R.M. Bateman, Pridgeon et M.W. Chase reached 94.2% [
23,
31]. A similar fruit set rate (92.0%) was found in a large population of rewarding
Gymnadenia conopsea (L.) R.Br. in Belgium [
32].
There are relatively few studies that have attempted to determine the relationship between Orchidaceae traits, such as plant height, number of leaves, inflorescence length or number of flowers in the inflorescence, and fruit set success. The results of the published studies are rather contradictory [
33]. Calvo [
34] found a negative correlation between the fruit set of
Epidendrum exasperatum Rchb.f. and the number of flowers in the inflorescence. Other studies have shown a positive relationship between inflorescence size and fruit set. It was found that the larger the inflorescence of
Rhyncholaelia glauca (Lindl.) Schltr. and
Peristylus constrictus (Lindl.) Lindl., the more fruit the plant produced [
35,
36]. The same trend was found when the fruit set of
Cephalanthera falcata (Thunb.) Blume was examined [
37]. However, the significance of other plant traits for fruit set remains rather unclear. A study in Hungary found that the number of flowers in the inflorescence of
C. rubra (L.) Rich. depended on plant height, leaf area and number of leaves, but these traits were not related to the number of fruits produced by an individual [
38].
Species in the genus
Cephalanthera Rich. are nectarless, and their flowers are, therefore, deceptive to pollinating insects [
39,
40,
41,
42]. Some species in this genus have cleistogamous flowers (e.g.,
C. damasonium (Mill.) Druce) and are considered autogamous, while other species are allogamous or have a mixed mating system [
39,
43,
44]. Being autogamous,
C. damasonium has a high fruit set rate of up to 95% [
43]. The natural fruit set of deceptive
C. exigua Seidenf. in Thailand has been reported to range from 4.4% to 7.7% [
28]. A similar natural fruit set of
C. falcata was found in Japan, reaching 7.5% [
45].
Data on fruit set in
C. longifolia (L.) Fritsch and
C. rubra are scarce and partly contradictory [
43,
46,
47,
48]. In a small population of
C. rubra studied in England, the fruit set was negligible during a decade of observation, with only one developed fruit recorded [
49]. In a population of
C. longifolia studied in Scotland between 1999 and 2020, developed fruits were only recorded during six years of observation and a maximum of four individuals with fruits were recorded in a single year [
48]. Studies in northeastern Poland showed that in one population of
C. rubra, 6.1% of all flowers set fruit, whereas in the other populations studied, no fruit set occurred during the study period [
50]. Exceptionally low fruit set rates of
C. rubra were found in four populations studied in Hungary, although exact values were not reported [
38]. However, another report on fruit set of
C. longifolia and
C. rubra in Hungary, based on an examination of herbarium specimens, contrasts with data from other studies. The study reported that 45.4% of
C. longifolia and 30.5% of
C. rubra flowers developed into fruits [
47]. Even higher fruit set rates, ranging from 51.5% to 62.4% in sunny habitats and from 26.4% to 31.9% in shady habitats, were reported for
C. longifolia growing in the eastern Mediterranean [
46].
In most countries in the temperate and boreal regions of Europe,
C. longifolia and
C. rubra are rare and legally protected species [
51,
52,
53,
54]. Habitat loss and alteration due to anthropogenic impacts are usually considered the main threats to both species. In addition, their slow reproduction, influenced by their life cycle and low fruit set, resulting in low seed production, contributes to the reduction of their population size and rarity [
50,
51,
52,
55,
56]. Considering the scarce and conflicting information on the generative reproduction of
C. longifolia and
C. rubra from different parts of their range, we aimed to study the natural fruit set of these species during three consecutive years in Lithuania in the northern part of the temperate region of Europe. This study was designed to answer the following questions: (a) What is the natural fruit set rate of the study species within and between populations in different years? (b) What are the relationships between fruit set and plant characteristics? (c) How does flower position in the inflorescence contribute to the fruit set? (d) What is the effect of habitat characteristics and meteorological conditions on fruit set rate?
2. Materials and Methods
2.1. Study Sites
The study of natural fruit set of
C. longifolia was carried out in six selected coenopopulations (hereafter referred to as populations), while
C. rubra was studied in three populations in the southern part of Lithuania (
Figure 1). Although there are several other
C. rubra populations in Lithuania, it was not possible to conduct studies on them due to very low number or absence of generative individuals [
53]. The study area ranged from 0.06 ha to 1.78 ha, depending on the density of individuals in the population (
Table 1). The study sites were chosen in the most homogeneous part of the habitat. The composition of the plant communities in which the study species grew was described using the Braun-Blanquet [
57] approach, and the cover of each vegetation layer (in percent) was estimated.
A brief description of each population studied is given below. The administrative location of the site, the total area occupied by the population of the species studied, the size of the study area, vegetation characteristics and habitat conditions are described. Detailed information on habitats and community structure can be found in
Appendix A (
Table A1).
Mikališkės. This population of
C. longifolia is in Šalčininkai district, Dieveniškės Historical Regional Park, within the territory of Stakai Landscape Reserve, in the vicinity of Mikališkės village (
Table 1) in a young
Salix caprea stand. The stand was formed on former agricultural land, which was abandoned in the 1990s and subsequently overgrown with trees.
Katkuškės. This population of
C. longifolia is in Šalčininkai district, Dieveniškės Historical Regional Park, within the territory of Stakai Landscape Reserve, near the village of Katkuškės (
Table 1) in a secondary mixed forest. The species composition of the plant community is like that of the western taiga habitat.
Stakų Ūta. This population of
C. longifolia is in Šalčininkai district, Dieveniškės Historical Regional Park, within the territory of Stakai Landscape Reserve, near the village of Stakų Ūta (
Table 1) in a mature spruce forest. The species composition of the stand was like that of the Fennoscandian herb-rich forests with
Picea abies habitat. Part of the mature trees (about 20% of the stand) were felled in 2019.
Raisteliai. This population of
C. longifolia is in Vilnius city, Paneriai forest, near the settlement of Raisteliai (
Table 1) in a young birch forest. The population occupies a large area and has a high density of individuals. The birch stand was formed on the site of a former arable field, which was used until about the end of the 1990s.
Paneriai. This population of
C. longifolia is in Vilnius city, Paneriai forest, within the Geomorphological Reserve of the Old Valley Slopes of the River Vokė (
Table 1) in a mature mixed forest. The population occupied a relatively large area, although the density of individuals was moderate. There were no visible signs of recent human activity in the stand.
Aukštieji Paneriai. This population of
C. longifolia is in Vilnius city, in the Paneriai forest, near the settlement of Aukštieji Paneriai (
Table 1) in a mixed forest. The population had a low density of individuals and occupied a narrow and elongated strip of forest along a forest road. There was clear evidence of anthropogenic pollution of the habitat and a considerable presence of alien and invasive species (
Cytisus scoparius,
Amelanchier spicata,
Lupinus polyphyllus,
Impatiens parviflora).
Kapiniškiai. This population of
Cephalanthera rubra is in Varėna district, in the Kapiniškiai Landscape Reserve of Dzūkija National Park (
Table 1) on the lower and middle parts of the south-western slope of the hill. The population occurred in a dry grassland habitat (6210*) with many protected plant species [
58]. The grassland is particularly rich in species diversity and plants flowering from spring to late summer, especially during the flowering period of
C. rubra. The habitat has been managed regularly, with the grassland being mown every few years in autumn. The number of flowering
C. rubra individuals decreased slightly in 2023 because of a severe drought in late spring.
Liūnelis. This population of
C. rubra is in Lazdijai district, in the Liūnelis Strict Nature Reserve of Veisiejai Regional Park and (
Table 1) in a sparse mixed forest. The community is notable for its richness in rare and endangered species, including
Cypripedium calceolus,
Laserpitium latifolium,
Laserpitium prutenicum and
Tofieldia calyculata. In the 2010s, most of the shrubs and about half of the trees in the stand were cleared to meet the requirements for the conservation of rare species, but during the study years, the shrub cover increased significantly again (from 40% to 70%). The number of flowering
Cephalanthera rubra individuals on the site decreased significantly from 2021 to 2023 (
Table 2).
Spindžius. This population of
C. rubra is in Trakai district, in the Spindžius Landscape Reserve of Aukštadvaris Regional Park (
Table 1), in a sparse xerothermic forest. In the 2000s, the habitat of
C. rubra was managed by clearing about half of the trees in the stand to improve habitat conditions for
Cypripedium calceolus. However, the population of
Cephalanthera rubra was small, and the number of flowering individuals decreased significantly during the study period (
Table 2).
2.2. Study Design
A study on the natural fruit set of
C. longifolia and
C. rubra was performed in 2021, 2022 and 2023. Each year, this study was conducted in the same part of the site of the target species. This study was conducted in two phases each year. In the initial phase of the study, 50 generative individuals exhibiting no obvious signs of damage were selected and evaluated in each population. In the case of small populations, all generative individuals were evaluated (
Table 2). Individuals were selected with a minimum distance of one metre between them to avoid sampling different shoots grown from the rhizome of the same individual. However, in small populations of
C. rubra, this rule was not applied.
The initial assessment of individuals of C. longifolia was conducted during the first decade of June, while the assessment of C. rubra was performed during the third decade of June, during the period of intensive flowering. The height (from the ground to the top of the inflorescence) and the length of the inflorescence (from the lower flower to the top of the inflorescence) of individuals were measured. The number of leaves (excluding leaf-like bracts) and flowers (including unopened ones) was recorded. All the flowers of the individual were recorded in the survey form and numbered consecutively from the bottom to the apex of the inflorescence. The individuals selected for this study were marked at the base of the stem at ground level with a transparent silicone tag, the diameter of which was 1 cm, on which the individual number was written with a permanent marker. The research data were recorded on pre-designed forms.
In the second assessment phase, the number of developed fruits of each tagged individual in the population was assessed. The second assessment of C. longifolia individuals was performed in the first decade of July, and the assessment of C. rubra individuals was performed in the third decade of July. By this time, the fruits had grown to their normal size, and the flowers that had not set fruit had fallen off. Normally developed fruits were counted, giving the number of the flower in the inflorescence that produced them. Yellowed, wrinkled or abnormally developed fruits were not counted. The tags used to identify individuals were collected and reused the following year.
2.3. Soil Sampling and Analysis
Soil samples, consisting of three subsamples, were collected in each habitat of the studied C. longifolia and C. rubra populations for soil agrochemical analysis. Soil samples were collected in 2021, the first year of this study. The top 2 cm of soil containing plant debris, live plants and mosses was removed. Soil samples were taken with a small shovel from the top to a depth of about 15 cm. All subsamples (about 350 g each) were thoroughly mixed and transferred to labelled cloth bags to obtain about 1 kg of sample and taken to the laboratory. At the laboratory, the soil samples were lightly crushed to prevent clumping and left to dry in the open bags at room temperature (22 °C). The dried soil samples were stored in cloth bags until analysis.
Agrochemical analyses of the soil samples were performed at the Laboratory of Agrochemical Analyses of the Lithuanian Research Centre for Agriculture and Forestry (Kaunas, Lithuania). The amount of humus (%) and the content of soluble phosphorus (P
2O
5; mg/kg) were determined by the photometric method; the content of exchange potassium (K
2O; mg/kg) was determined by the Chirikov method using a flame photometer. The pH of the soil in water solution (in potassium chloride (KCl) suspension; mol/L) was determined by instrumental methods. Total soil nitrogen (N) concentration (mg/kg) was determined by the Kjeldahl method [
59]. The agrochemical characteristics of the soils in each habitat are presented in
Appendix A (
Table A2).
2.4. Meteorological Conditions
Mean monthly temperatures (°C) and sum of precipitation (mm) for the months of May and June for all years of this study (2021–2023) were used for the analysis (
Table A3). These months were chosen because
C. longifolia and
C. rubra plants emerge, grow intensively, flower and set fruit during these months. Meteorological data were provided by the Lithuanian Hydrometeorological Service under the Ministry of Environment. Meteorological data for each habitat during the study years are presented in
Appendix A (
Table A3).
2.5. Statistical Analyses
The normality of the collected data sets was assessed using the Shapiro–Wilk test. As some of the data from individual populations were not normally distributed, non-parametric data analysis methods were used. Although the pooled data were normally distributed, non-parametric methods were also used to analyse the data because of uneven sample sizes in some years of this study due to a decline in the number of generative individuals. The Kruskal–Wallis H test was used to compare all populations, and the Mann–Whitney post hoc test was used for pairwise comparisons between populations. Due to the presence of null values in the data set for the number of fruits developed, the pairwise comparison of populations was performed using Dunn’s post hoc test.
The effect of studied population, study year and habitat on fruit set of both species was assessed using a two-way permutational multivariate analysis of variance (9999 permutations) based on the Bray–Curtis dissimilarity matrix. Relationships between fruit set and plant characteristics, cover of vegetation layers, soil agrochemical characteristics and meteorological conditions were analysed using linear correlation tests.
The percentage of fruit set in individual populations, in study years or in total during this study (pooled data), was calculated from the sum of the total number of flowers examined and the sum of fruits developed. The percentage of fruit set of each plant studied was calculated from the total number of flowers of that individual. The effect of most factors on fruit set was tested using the number of flowers that produced fruit and the percentage of flowers in the inflorescence that produced fruit.
The results of the descriptive statistics are presented as mean and standard deviation (mean ± SD). The significance level of the results was set at
p < 0.05. All calculations were performed, and graphs were drawn using PAST 4.16 software [
60].
5. Conclusions
The mean fruit set rate over the three years of this study in Lithuania was 11.8% for C. longifolia and 15.2% for C. rubra, and the fruit set was higher than in other temperate regions of Europe but lower than in the Mediterranean region. The results showed that the fruit set was similar in the same populations in different years but varied significantly between populations. At the level of individual populations, the lowest mean fruit set in C. longifolia over the three years was 5.2%, and the highest was 19.5%, while in C. rubra populations, it ranged from 4.1% to 18.8%. During the study period, 49.3% to 54.4% of C. longifolia and 40.0% to 54.3% of C. rubra individuals did not produce any fruit, and the proportion of such individuals was higher in smaller populations and in populations with a low density of individuals.
No correlation was found between the number of leaves per individual and the number of fruits produced, while plant height, inflorescence length and the number of flowers were weakly correlated with fruit set in C. longifolia and moderately correlated with fruit set in C. rubra. The lower flowers, i.e., the earliest to open, produced fruit significantly more often than the flowers higher in the inflorescence. Although habitat had a significant effect on the fruit set, individual habitat characteristics, soil composition and the meteorological conditions analysed were only weakly correlated with the fruit set. We, therefore, conclude that the relatively low fruit set of C. longifolia and C. rubra is due to inefficient pollination of flowers by pollinators, but this can be confirmed by an artificial pollination experiment.