Summary
Plants are hubs of a wide range of biotic interactions with mutualist and antagonist animals, microbes and neighboring plants. Because the quality and intensity of those relationships can change over time, a fast and reversible response to stress is required. Here, we review recent studies on the role of epigenetic factors such as DNA methylation and histone modifications in modulating plant biotic interactions, and discuss the state of knowledge regarding their potential role in memory and priming. Moreover, we provide an overview of strategies to investigate the contribution of epigenetics to environmentally induced phenotypic changes in an ecological context, highlighting possible transitions from whole‐genome high‐resolution analyses in plant model organisms to informative reduced representation analyses in genomically less accessible species.
Keywords: biotic stress, DNA methylation, epigenetic, plant–animal interactions, plant–microbe interactions, priming
I. Biotic interactions in the context of genetic, epigenetic and environmental diversity
Plants are a highly diversified group of sessile organisms, and as such cannot flee from changing environments. Their local persistence requires strategies that allow mitigating short‐term negative impacts without compromising future fitness (Douma et al., 2017). Besides numerous abiotic factors such as temperature, light, nutrient and water availability, the plants’ complex biotic environment substantially affects plant performance. While some biotic interactors are beneficial or even essential for the plant (e.g. pollinators, rhizobia, mycorrhiza), others such as herbivores, pathogens or strong competitors are detrimental. Fitness effects caused by biotic interactions vary in magnitude and impact within and among plant species and are modulated by genetic components as well as by the co‐occurrence of abiotic and biotic factors (Lucas‐Barbosa, 2016; Zust & Agrawal, 2017). For example, plant–pathogen interactions and perception of neighboring plants via light‐quality receptors influence the cross‐talk between key signaling molecules and pathways involved in defense and growth, including jasmonic acid (JA), salicylic acid (SA) and reactive oxygen species. This affects the profile of plant secondary metabolites and emitted volatile organic compounds (VOCs), which in turn has an impact on plant–herbivore and plant–pollinator interactions and, hence, on fitness (Holeski et al., 2012; Austin & Ballare, 2014; Lucas‐Barbosa, 2016).
Besides genetic diversity and environmental components, epigenetic factors such as DNA methylation, small RNAs and post‐translational histone modifications have emerged as relevant modulators of plants’ responses to the environment (Law & Jacobsen, 2010; Lamke & Baurle, 2017) (Fig. 1). The majority of studies have focused on abiotic stress and its immediate and long‐lasting footprint on DNA methylation and histone modifications (reviewed by Kim et al., 2015; Pandey et al., 2016; Bej & Basak, 2017). By contrast, studies of biotic interactions and the links between epigenetic and phenotypic variation in that context remain sparse, probably because the scientific community still needs to define suitable strategies. Most studies have focused on the epigenetic consequences of biotic interactions; however, a more explicit trait‐oriented approach is required to further address the potential role of the plant epigenetic configuration in determining the quality and amplitude of those responses (Box 1). Although challenging, especially because nonmodel species are highly diverse in epigenomic features (Springer et al., 2016) and have limited genome information, uncovering potential associations between epigenomic configuration and phenotypic response is essential for a comprehensive understanding of evolutionary processes and for accurate predictions for crop breeding in the context of rapidly changing climate conditions (Gallusci et al., 2017; Richards et al., 2017). In the following, we will first summarize recent findings on the two‐way relationship between biotic interactions and the plant epigenome, before discussing what is and is not currently known about epigenetically regulated memory of such interactions and adaptation to them.
Figure 1.

Plant phenotype is affected by abiotic conditions and diverse biotic interactions that can range from mutualistic to neutral to antagonistic. Analysis of functional phenotypic traits can help to better understand how epigenetic features contribute to plant fitness and response to biotic stress. While biotic interactions can impact the plant's epigenetic configuration (1), epigenetic features in turn influence biotic interactions (2) by modulating the plant's response. Gaining insights into functional relationships requires concurrent analysis of epigenetic variation and phenotypic trait variation between individuals exposed to contrasted biotic interactions. In addition, a better understanding of epigenetic molecular mechanisms and the epigenetic regulation of specific loci and physiological pathways is necessary to clarify epigenetic contribution to the stabilization of environmentally induced phenotypes across generations.
Box 1. Suitable approaches to detect links between epigenetic variation and plant functional phenotypic traits.
1.
Direct phenotypic characterization of epigenetic mutants. Useful to characterize whole‐plant traits (i.e. individual size, architecture) and organ traits (e.g. leaf size, flower shape, fruit color) affected by loss‐of‐function of enzymes involved in DNA methylation and histone modification. Available almost exclusively for model plant species, the establishment of epigenetic recombinant inbred lines (epiRILs) in Arabidopsis thaliana has been particularly fruitful (see main text).
Somatic relationship after stress exposure. Experimental manipulation of biotic interactions (exclosure/addition of herbivores, pollinators, competitors, etc.; hand‐pollination; artificial herbivory), combined with phenotypic and epigenetic analyses of treated vs control plants. Unfortunately, similar epigenetic studies focused on abiotic stress do not usually report phenotypic analyses (Kim et al., 2015; but see e.g. Rendina González et al., 2017).
Transgenerational relationship after stress exposure. Experimental manipulation of biotic environment and phenotypic and epigenetic analysis of the offspring of treated vs control parents; this should also include genetic analyses. Again, epiRILs offer outstanding opportunities for this approach.
The use of inhibitors of DNA methyltransferases (e.g. 5‐azacytidine, zebularine) or histone deacetylases (e.g. Trichostatin A) in combination with biotic factors. Specific protocols have been successfully applied to different plant species (Alonso et al., 2017; Puy et al., 2018).
Ecological (or evolutionary) relationship. Phenotypic and epigenetic analysis of wild populations across environmental gradients, including substantial changes in biotic interactions (e.g. permanent exclosures, insect outbreaks). Concurrent analysis of spatial genetic and epigenetic structure would clarify their respective contribution to plant population differentiation (Herrera et al., 2016).
In all cases, measured phenotypic traits should include plant fitness (e.g. biomass, seed mass or number) and other traits more relevant for specific biotic interactions (e.g. leaf water content, specific leaf area, spinescence and secondary compounds for herbivory; floral pigmentation, shape and volatiles for pollination; fruit size, pigmentation and nutrient value for seed dispersal). Concurrent analyses of changes in the selection pressure imposed by biotic interactors on phenotypes of individuals with contrasted epigenetic features (1, 4) and epigenetic divergence on individuals experiencing contrasted levels of specific biotic interactions (2, 3, 5) on the same study system will certainly contribute to a more realistic understanding of the role of epigenetic variation in plant adaptation.
II. Biotic interactions affect epigenetic configuration
Among studies of epigenetic alterations following biotic interactions, the analysis of plant–pathogen interactions prevails (Zogli & Libault, 2017). Because it would exceed the scope of the present article, we cannot discuss the plethora of plant–pathogen interactions involving noncoding RNAs, even though small RNAs have been associated with immunity in various plant species and have even recently been shown to modulate pathogen virulence in cross‐kingdom interference (Cai et al., 2018). Instead, we will here focus on chromatin configuration changes related to biotic interactions, and point readers interested in the role of noncoding RNAs to recent reviews on the topic (Wang et al., 2017; Ramirez‐Prado et al., 2018).
Most of what we know about the epigenetic consequences of plant pathogen attack originates from studies of the bacterial pathogen Pseudomonas syringae (Pst). In the first whole‐epigenome single‐nucleotide‐resolution analysis of a plant–microbe interaction, virulent Pst induced DNA methylation changes in Arabidopsis thaliana across all sequence contexts (CG, CHG and CHH, where H can be any base but G), whereas an avirulent strain or the defense hormone SA elicited changes only in CG and CHG methylation (Dowen et al., 2012). Methylation changes were frequent proximal to defense‐related genes and correlated with their transcriptional activation upon treatment, suggesting a role in the response to the pathogen. Complementary to these findings, treatment with the bacterial elicitor FLG22 resulted in a REPRESSOR OF SILENCING1 (ROS1)‐dependent demethylation of transposable elements (TEs) in proximity to defense‐related genes (Yu et al., 2013). Much less is known about the effects of fungal pathogens or oomycetes on the plant epigenome. Upon infection with the necrotrophic pathogen Botrytis cinerea, A. thaliana and tomato plants showed local changes in the activating histone marks H3K4me3 and H3K9ac (acetylation of lysine 9), as well as for repressive H3K27me3, although the cause–consequence relationship between epigenetic and transcriptional changes in the proximal genes remained unresolved (Crespo‐Salvador et al., 2018).
Epigenetic changes are not exclusively related to plant–microbe interactions. A. thaliana roots infected by the cyst nematode Heterodera schachtii showed large‐scale changes in DNA methylation and small RNA populations, with dynamic shifts across the infection stages. Although DNA methylation changes were probably over‐estimated due to lenient calling of differentially methylated regions, epigenetic changes appeared to be associated with transcriptional changes of defense‐related genes in the root (Hewezi et al., 2017).
In nonmodel species, for which genomic information is often lacking, changes in the patterns of DNA methylation at anonymous loci have been found to correlate with abundance of trichomes and spines (Scoville et al., 2011; Herrera & Bazaga, 2013), leaf palatability (Verhoeven et al., 2010) and long‐term differential browsing in wild‐growing individuals (Herrera & Bazaga, 2011). In Brassica rapa, DNA methylation changes were associated with variation in floral scent bouquet and reduced pollinator attraction induced by herbivory (Kellenberger et al., 2016). In future, pinpointing herbivore‐induced epigenetic changes to specific genomic loci, linking them to defensive and attractive molecular signaling networks, and investigating their potential role in priming and transgenerational transmission will require high‐resolution analyses and detailed knowledge of the genetic diversity (Holeski et al., 2012; Richards et al., 2017).
Ultimately, also plant–plant interactions mediated by plant‐derived allelochemicals or the root‐associated microbiota can leave a footprint in the chromatin configuration. For instance, breakdown products of benzoxazinoids, which are produced by many Poaceae species, upon uptake by neighbor plant roots inhibit histone deacetylase activity, resulted in hyper‐acetylation of histone lysine residues, mis‐regulation of gene expression and inhibition of root growth (Venturelli et al., 2015).
III. Plant epigenetic configuration influences biotic interactions
While microbes, herbivores and neighboring plants can affect the plant's epigenome, the epigenome can in turn influence plant phenotype (e.g. Latzel et al., 2013), and hence can influence biotic interactions. Since the first characterization of the epigenetic basis of Linaria vulgaris floral mutants (Cubas et al., 1999) and the discovery of a defense‐promoting epiallelic locus in A. thaliana (Stokes et al., 2002), the recurring finding of epigenetic components underlying striking flower, fruit or defense phenotypes suggests a more general role of the epigenetic machinery in modulating biotic interactions in plants. In Solanum ruiz‐lealii, a species of hybrid origin, distinctive methylation profiles were associated with abnormal floral phenotypes, a trait with evolutionary consequences, as bumblebees do not visit plants with aberrant flowers (Marfil et al., 2009). In A. thaliana, mutants deficient in methylation maintenance were less susceptible to Pst (Dowen et al., 2012). This is in contrast to mutants deficient in the H3K36 di‐ and tri‐methyltransferase SET DOMAIN GROUP 8 (SDG8), which are more susceptible to the same pathogen because of failing epigenetic regulation of an essential defense gene upon pathogen attack (De‐La‐Pena et al., 2012). In rice, increased resistance to blight (Xanthomonas oryzae) could be induced by overexpression of a histone lysine demethylase known to target defense‐related genes (Li et al., 2013).
Interactions with fungal pathogens and oomycetes also seem intricately connected to the epigenetic machinery: while hypermethylated A. thaliana mutants were less resistant towards Hyaloperonospora arabidopsidis (Hpa) and Fusarium oxysporum, mutants impaired in DNA methylation establishment were less susceptible towards Hpa (Le et al., 2014; Lopez Sanchez et al., 2016). Defense against these pathogens also involves post‐translational histone modifications: mutants of the histone lysine methyltransferase ARABIDOPSIS TRITHORAX‐RELATED 7 (ATXR7) were more susceptible to Hpa, presumably because of the ATXR7‐dependent regulation of H3K4me3 at promoters of key defense genes (Xia et al., 2013).
Compelling evidence for the contribution of epialleles to biotic interactions comes from A. thaliana epigenetic recombinant inbred lines (epiRILs), originally derived from crosses of a methylation‐deficient mutant (either met1 or ddm1) and the reference Col‐0 wild‐type strain (Johannes et al., 2009; Reinders et al., 2009). In the F2 generation, these isogenic lines carry mosaic epigenetic patterns that are unique for each line; epiRILs can therefore be used to identify epigenetic quantitative trait loci (epiQTLs) of associations between epigenetic and phenotypic variation. For example, epiRILs revealed considerable variation in their response to the defense‐related hormones SA and JA, often correlated for both hormone treatments (Latzel et al., 2012). The same authors were able to show variation among epiRILs for growth under competitive pressure by weeds and for resistance to Pst (Latzel et al., 2013), the latter being in line with the original report on pathogen resistance in met1‐derived epiRILs (Reinders et al., 2009). Together, these results suggest that epigenetic variation might contribute to variation in plant phenotypic traits observed also in natural populations. Very often, this epigenetic variation resides at transposable elements (TEs) or TE residuals. Environment‐induced epigenetic changes at these TE loci can influence gene expression and thus mediate phenotypic variation (Dubin et al., 2018). Studies into the environmental responsiveness of TEs have so far dealt exclusively with abiotic stress, and the role of TE‐mediated epigenetic regulation during biotic interactions awaits investigation.
IV. Epigenetic memory in the context of biotic interactions
A continuously debated question is whether environment‐induced epigenetic effects, including those arising from biotic interactions, play a role in memory and acclimation to changing environments. In this context, one has to differentiate between somatic memory (within the life cycle of a plant), parental or intergenerational effects (in the direct offspring), and true transgenerational effects (stable for at least two generations) (Lamke & Baurle, 2017). Although priming and somatic memory to pathogens has been repeatedly reported, only very few studies have investigated the epigenetic contribution to this phenomenon (reviewed by Crisp et al., 2016; Lamke & Baurle, 2017). Eliciting a defense response using acibenzolar S‐methyl (BTH) caused changes in H3K4me2 and H3K4me3 as well as in H3 and H4 acetylation in several promoters of WRKY transcription factors; these chromatin changes in turn primed the plant for a subsequent water infiltration stress (Jaskiewicz et al., 2011). A recent study has highlighted a molecular player in the inverse scenario, the prevention of priming: in A. thaliana, the histone chaperone CHROMATIN ASSEMBLY FACTOR 1 (CAF1) prevents the establishment of a primed defense state and a loss of plant vigor by regulating nucleosome occupancy and deposition of H3K4me3 at transcription start sites of defense response genes (Mozgova et al., 2015).
In the context of inter‐ or transgenerational memory, the offspring of A. thaliana plants that had been exposed to Pst showed increased resistance to Hpa, indicating a broad‐spectrum transgenerational defence priming. Interestingly, this phenotype was mimicked by the drm1drm2cmt3 (ddc) mutant impaired in RNA‐directed DNA methylation (RdDM), implicating DNA methylation in memory establishment (Luna et al., 2012). The priming to Pst/Hpa as well as intergenerational memory of herbivory by caterpillars in A. thaliana and tomato (Rasmann et al., 2012) persisted only for a single stress‐free generation, indicating transcriptional plasticity in response to stress and the presence of a tightly regulated and robust resetting mechanism to prevent chromatin changes from being stably inherited.
In contrast to mammals, no major resetting events of the epigenetic landscape have been observed in the plant germline (Kawashima & Berger, 2014). However, in A. thaliana, hyperosmosis‐induced stress priming was found to be erased in the male germ line dependent upon the DNA glycosylase DEMETER (Wibowo et al., 2016). This is in line with recent findings that vegetative propagation of plants, either via cell culture or somatic embryogenesis, leads to severely altered epigenetic states, indicating that accurate reconfiguration of the epigenome occurs in the process of sexual reproduction (Stroud et al., 2013; Han et al., 2018; Wibowo et al., 2018). Finally, two elegant forward genetics screens in A. thaliana for suppressors of transgenerational epigenetic inheritance of heat‐ and cold‐induced effects, respectively, uncovered major components of the DNA methylation machinery (DDM1, MOM1) and the H3K27me3 demethylase ELF6 (Crevillen et al., 2014; Iwasaki & Paszkowski, 2014).
V. Conclusions and future research
Research into the relationship between epigenetics and biotic interactions has major potential to deliver answers to urgent questions regarding rapid plant adaptation, phenotypic plasticity and crop improvement. Contrary to abiotic stress treatments, biotic interactions are highly context‐dependent and, thus, more difficult to standardize, which makes comparisons of experiments across species and laboratories more challenging. A more explicit trait‐oriented approach (Box 1), similar to what had been proposed in the past for the study of interferences in the selective roles of multiple biotic interactions (Strauss et al., 2005), and concurrent analyses of spatial genetic and epigenetic structure (Herrera et al., 2016), could be instrumental to understanding the epigenetic component behind plant responses to complex natural environments.
Because complex biotic interactions must be studied in an ecological context, genetic and genomic information on the species involved is often sparse. In future, molecular biologists, genomicists and ecologists should join forces to place the molecular mechanisms involved in such interactions (e.g. induced plant defenses) in an ecological perspective. In the process, interdisciplinary research can make use of the recent technological leaps in genome sequencing and assembly to develop genomic tools and resources suitable to analyze epigenetic responses in nonmodel organisms. Moving away from the methylation analysis at anonymous markers, widely used in ecology, has been more challenging than expected, due to both technological limitations and costs (Schrey et al., 2013). At this point, there are several paths to move forward, always having in mind that concurrent analysis of genetic variation in the studied populations is indispensable to disentangle epigenetic from genetic effects. The first route is to study ‘classical’ or more recently established model species and their close relatives in the field (e.g. Liston et al., 2014; Kawakatsu et al., 2016). While this has the disadvantage of limiting the ecological questions that can be addressed, it offers a realistic chance of understanding epigenetic regulation of specific biotic interactions at a mechanistic level. The second option is the semi‐informed analysis of a large random set of epigenomic markers, making use of the (further) development of novel tools for analysing epigenetic markers in nonreference genomes (e.g. van Gurp et al., 2016; Trucchi et al., 2016). Although detailed functional analyses will probably not be possible using these approaches, they hold the potential to deliver a whole‐genome view of environment‐dependent epigenetic patterns and to assess epigenome–environment correlations with statistical rigor and in large populations. The third path involves the identification – in a limited number of species and using high‐resolution analyses – of key loci associated with a particular biotic interaction. After establishing that these loci undergo epigenetic changes in response to biotic stress, subsequent analyses can be limited to these loci, e.g. using target enrichment strategies, allowing for large sample numbers and analysis of correlation with phenotypic analyses. Two recent studies on epigenetic associations with glucosinolate production illustrated the potential of such an approach (Xue et al., 2015; Aller et al., 2018). Ideally, all of these approaches can be applied in species with contrasting life histories (e.g. annual vs perennial; sexual vs asexual) and/or ecological features. Progress along the above pathways can extend ecological epigenetics to studying the full spectrum of plant–animal, plant–microbe and plant–plant interaction scenarios, to contribute to a more comprehensive understanding of how plants will deal with a changing environment.
Author contributions
C.A. and C.B. defined the scope; C.A., D.R‐C. and C.B. contributed to literature analysis and writing.
Acknowledgements
C.A. thanks Anupoma Troyee, Mónica Medrano and Carlos M. Herrera for discussion. The present work has been supported by the ERC Starting Grant ‘FEAR‐SAP’ (C.B.; grant ID 716823), the Marie Sklodowska‐Curie ETN ‘EpiDiverse’ (C.A., C.B. and D.R‐C.; grant ID 764965), the Austrian Academy of Sciences (C.B.), and the Spanish Ministerio de Economía y Competitividad (C.A.; grant ‘EPIENDEM’ CGL2016‐76605‐P). The authors declare that there are no conflicts of interest.
Contributor Information
Conchita Alonso, Email: conalo@ebd.csic.es.
Claude Becker, Email: claude.becker@gmi.oeaw.ac.at.
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