Guide to Liverworts of Oregon: Introduction

User Manual


HOME         SPECIES INDEX         GENUS INDEX         GLOSSARY


Format

Although this is an electronic document, it is not an eBook in the ordinary sense. Whereas eBook is usually defined as "an electronic version of a printed book", the Guide does not have a printed equivalent. It is a complete, portable website which can be operated on any modern computer. It is written in HTML, designed to be displayed in a web browser. HTML is the standard markup language for documents designed to be displayed in a web browser. Once loaded onto a computer's hard drive, it is available without an internet connection.

Objectives and Scope

The primary aim of the Guide is to provide illustrated dichotomous keys for identifying the species of liverworts growing naturally in the state of Oregon, U.S.A. The signal feature of the Guide is the use of photographic images, a majority color photomicrographs, to illustrate critical features defining the contrasting characters delineated in the pair of leads of each couplet. Photomicrographs have been emphasized over habit photos.

Each of the 174 species documented as found in Oregon is treated individually in the Guide. Each species page includes synonyms and a summary of the distribution and abundance of each species. Most have recognition hints with additional illustrations. Western Oregon is covered much more thoroughly than the eastern part of the state. With over 1,000 images, mostly color photomicrographs illustrating most of the 174 species, the Guide will be useful throughout the Pacific Northwest bioregion.

The style of this work has been developed with the intermediate to advanced student in mind. It is assumed that the user of this work has prior training in general botany but perhaps is not well versed in bryological lore. Most of technical terms used in the Guide are defined in an illustrated glossary.

Neither a textbook nor a manual, the Guide is intended to work as a companion to the California liverwort keys by Doyle and Stotler (2006), Field Guide to Liverwort Genera of Pacific North America (Schofield 2002), and the upcoming volume on liverworts in the Flora of North America (Volume 29). Further morphological, phylogenetic, ecological, or biological details of the species covered here can be found in more encyclopedic literature. My primary taxonomic guide has been the monumental six volume work by R.M. Schuster (1966, 1969, 1974, 1980, 1922, 1922a): Hepaticae and Anthocerotae of North America (East of the Hundredth Meridian). Books I consider especially valuable for consultation are those by Paton (1999, 2022), Damsholt (2002), Schumacker and Vana (2005), and Atherton et al. (2010).

How to use the Guide

Copy all files (or only the "Liverworts of Oregon" folder) from the flash drive to your computer hard drive. Select the folder "Liverworts of Oregon" and open the first file in that folder, "ahepkey.htm" with your browser. It is the home page of this work, the navigation hub of the Guide.

For ease of navigation, the home page ("ahepkey.htm") should be bookmarked in your browser tabs so it can be quickly found. There is a link to this page ("Home") on every page of the Guide.

There are eight links on the home page:

Introduction and Explanation.
General Key.
Shortcuts to distinctive groups.
Glossary.
Literature references.
Genus Index.
Species Index.
Classification.


General Key
From the "Home" page go to the main key by clicking on General Key. Each page in this key is a couplet with two contrasting leads. Decide which lead best fits the specimen being studied. Click on the highlighted part of the lead to go to the next couplet or to a species page. Every page has a link to the home page at the top. Links to a genus go to the key to species of the genus; links to a species go directly to a species page.

At the top of every page in the general key there are four links repeated from the "Home" page: HOME, SPECIES INDEX, GENUS INDEX, and GLOSSARY. At the bottom of each page is a "go back one step" link to the previous page which can be used in place of the browser's back arrow ("Show the previous page").

Immediately below the four major links at the top of the page there is a line of breadcrumbs. This is a series of links to the leads in each couplet taken to arrive at this page. It is a shorthand record of choices made. One can go back to any step in the keying process by clicking on the appropriate phrase in the breadcrumb trail. Clicking on the first breadcrumb will take you back to the start of the key. In most cases, only the first page of genus with a key to species has breadcrumbs that lead back through the general key to genera. Subsequent pages in a key to species have breadcrumbs starting with the first page of the species key to that genus.

All images in the Guide are thumbnails, both on the key pages and the species pages. Click on a thumbnail to see a large image. The larger images have been saved at 1000 pixels high to retain reasonably good resolution for viewing and printing. Use the browser back arrow ("Show the previous page") to return to the page on which the thumbnail was located.

Shortcuts to distinctive groups

Once a user is somewhat familiar with liverworts, the shortcuts page will allow quick access to groups that share a common set of traits.


These shortcuts are the closest this work comes to random access.

LEAFY LIVERWORTS [Couplet 3]

LEAF LOBES CILIATE [Couplet 4]

LEAVES COMPLICATE-BILOBED; SMALL DORSAL LOBE [Couplet 8]

OILBODIES ABSENT OR SOLITARY [Couplet 16]

LEAVES COMPLICATE-BILOBED; LOBULE VENTRAL [Couplet 21]

LEAVES INCUBOUS; NO LOBULE [Couplet 23]

ISOPHYLLOUS (THREE EQUAL ROWS OF LEAVES) [Couplet 25]

ROUND, SUCCUBOUS LEAVES [Couplet 28]

LOBED, SUCCUBOUS LEAVES [Couplet 37]

TINY SHOOTS (AVERAGE <0.5 mm WIDE) WITH BILOBED LEAVES [Couplet 47]

LOBED LEAVES, NO OBVIOUS UNDERLEAVES [Couplet 55]

THALLOSE LIVERWORTS [Couplet 62]

THALLOSE WITH HOMOGENEOUS TISSUE [Couplet 63]

THALLOSE WITH DIFFERENTIATED TISSUE [Couplet 70]


Glossary

The glossary may be accessed at any time from the link at the top of every page in the Guide. This provides a way to quickly navigate to the glossary and back when an unfamiliar term is encountered while using the keys. Beginners would do well to peruse the entire glossary, paying particular attention to unfamiliar terms and the nuance of hepaticological terminology.

Literature references

Literature citations are relatively sparse in this document, focused primarily on those which greatest relevance to the area. References which have been listed will serve as gateways to additional material.

Index to Genus

The Index to Genus is similar to the Index to Species. Its main function is to find the keys to genera quickly; few synonyms are included. Each genus name is a link to the first couplet in the key to species of that genus when there are two or more species in one genus found in our area. In the cases where only one species is presently known to occur regionally, the link goes directly to the species page.

Index to Species

From home page go to Index of Species to find a list of all names with authorities. Each name functions as a link to the page on which the species is discussed. The index includes significant synonyms; links on these names lead to the pages on which they appear. The link to this index is available on every page of this document because it is frequently used. I like to post this index on my browser bookmark bar because at any point I may want to go directly to a species page to check if a specimen in hand fits the species descriptions and to see additional pictures for comparison.

Classification

The Classification page is illustrated with an exemplar of every genus treated in this work. It is included as an educational tool aimed at students of the flora of the Pacific Northwest. A beginner would do well to look at each genus illustration systematically, from beginning to end, to develop a sense of the diversity of liverworts in the area. I encourage botany teachers to take advantage of the images used to illustrate the genera.

Special Status

The conservation ranking listed under Special Status on each species page is based on Rare, Threatened and Endangered species of Oregon. Oregon Biodiversity Information Center. July 2019. (ORBIC). There are 47 species on ORBIC Lists; most are on List 2 or 3.

Design Rationale

These keys are based on an earlier text manuscript which has been revised and formatted into a web document. Retaining the traditional algorithm of dichotomous keys was a conscious decision. Anybody who has used dichotomous keys before will find these keys easy to use. The web format should reduce errors that are common when following a thread—making a series of choices—through long keys.

An electronic, HTML version of a dichotomous key has significant advantages over a printed key. The web format assures that a user is always taken to the proper destination based on the choice of lead in a couplet. It allows step by step back tracking through the key, instant return to the beginning, thumbnail hot links to images, and rapid navigation to indices, shortcuts, and glossary. The structure of the work makes it an excellent learning tool as well as a way to identify liverworts.

This document is a work in progress. The present set of keys are constantly being revised and edited. These keys have their origin in drafts prepared for classes and workshops taught at the University of Oregon, University of Washington, USFS H.J. Andrews Experimental Forest and other places in the Pacific Northwest. The students in these classes have contributed significantly to their refinement and utility. The general key to genera was first published in Evansia (Wagner, 1984). Continuing feedback from current users of this version will be appreciated by future users. Please send comments to me at:

davidwagner@mac.com

Conditions and Restrictions

Suggested citation (be sure to include date of edition):
Wagner, D.H. 2014. Guide to the Liverworts of Oregon. ISBN 978-0-9906193-0-7. 10 May 2024 edition. Northwest Botanical Institute, P.O. Box 30064, Eugene, Oregon, USA.

This copy is licensed under Creative Commons CC BY-SA 3.0. This means it may be duplicated for educational purposes without limit. As it is being continuously updated to incorporate recent literature and add photographs, please feel free to ask for updated versions by email or write to me:

David H. Wagner
Northwest Botanical Institute
P.O. Box 30064
Eugene OR 97403
U.S.A.


 GO TO FIRST COUPLET OF GENERAL KEY