The morphological characters of lichens are of exceptional interest, conditioned as they are by the interaction of the two symbionts, and new structures have been evolved by the fungus which provides the general tissue system. Lichens are plants of physiological symbiotic origin, and that aspect of their life-history has been steadily kept in view in this work. There are many new requirements which have had to be met by the lichen hyphae, and the differences between them and the true fungal hyphae have been considered, as these are manifested in the internal economy of the compound plant, and in its reaction to external influences such as light, heat, moisture, etc.
The pioneers of botanical science were of necessity occupied almost exclusively with collecting and describing plants. As the number of known lichens gradually accumulated, affinities were recognized and more or less successful efforts were made to tabulate them in classes, orders, etc. It was a marvellous power of observation that enabled the early workers to arrange the first schemes of classification. Increasing knowledge aided by improved microscopes has necessitated changes, but the old fundamental “genus” Lichen is practically equivalent to the Class Lichenes.
The study of lichens has been a slow and gradual process, with a continual conflict of opinion as to the meaning of these puzzling plants—their structure, reproduction, manner of subsistence and classification as well as their relation to other plants. It has been found desirable to treat these different subjects from a historical aspect, as only thus can a true understanding be gained, or a true judgment formed as to the present condition of the science. It is the story of the evolution of lichenology as well as of lichens that has yielded so much of interest and importance.
The lichenologist may claim several advantages in the study of his subject: the abundant material almost everywhere to hand in country districts, the ease with which the plants are preserved, and, not least, the interest excited by the changes and variations induced by growth conditions; there are a whole series of problems and puzzles barely touched on as yet that are waiting to be solved.
In field work, it is important to note accurately and carefully the nature of the substratum as well as the locality. Crustaceous species should be gathered if possible along with part of the wood or rock to which they are attached; if they are scraped off, the pieces may be reassembled on gummed paper, but that is less satisfactory. The larger forms are more easily secured; they should be damped and then pressed before being laid away: the process flattens them, but it saves them from the risk of being crushed and broken, as when dry they are somewhat brittle. Moistening with water will largely restore their original form. All parts of the lichen, both thallus and fruit, can be examined with ease at any time as they do not sensibly alter in the herbarium, though they lose to some extent their colouring: the blue-grey forms, for instance, often become a uniform dingy brownish-grey.
Microscopic examination in the determination of species is necessary in many instances, but that disability—if it ranks as such—is shared by other cryptogams, and may possibly be considered an inducement rather than a deterrent to the study of lichens. For temporary examination of microscopic preparations, the normal condition is best observed by mounting them in water. If the plants are old and dry, the addition of a drop or two of potash—or ammonia—solution is often helpful in clearing the membranes of the cells and in restoring the shrivelled spores and paraphyses to their natural forms and dimensions.
If serial microtome sections are desired, more elaborate methods are required. For this purpose Peirce[21] has recommended that “when dealing with plants that are dry but still alive, the material should be thoroughly wetted and kept moist for two days, then killed and fixed in a saturated solution of corrosive sublimate in thirty-five per cent. alcohol.” The solution should be used hot: the usual methods of dehydrating and embedding in paraffin are then employed with extra precautions on account of the extremely brittle nature of lichens.
Another method that also gave good results has been proposed by French[22]: “first the lichen is put into 95 per cent. alcohol for 24 hours, then into thin celloidin and thick celloidin 24 hours each. After this the specimens are embedded in thick celloidin which is hardened in 70 per cent. alcohol for 24 hours and then cut.” French advises staining with borax carmine: it colours the fungal part pale carmine and the algal cells a greenish-red shade.
Modern research methods of work are generally described in full in the publications that are discussed in the following chapters. The student is referred to these original papers for information as to fixing, embedding, staining, etc.
Great use has been made of reagents in determining lichen species. They are extremely helpful and often give the clinching decision when morphological characters are obscure, especially if the plant has been much altered by the environment. It must be borne in mind, however, that a species is a morphological rather than a physiological unit, and it is not the structures but the cell-products that are affected by reagents. Those most commonly in use are saturated solutions of potash and of bleaching-powder (calcium hypochlorite). The former is cited in text-books as KOH or simply as K, the latter as CaCl or C. The C solution deteriorates quickly and must, therefore, be frequently renewed to produce the required reaction, i.e. some change of colour. These two reagents are used singly or, if conjointly, K followed by C. The significance of the colour changes has been considered in the discussion on lichen-acids.