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Key N2: herbaceous dicots with mainly basal, simple leaves

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1 Inflorescence an involucrate head subtended by phyllaries, the heads solitary or many and variously arrayed in secondary inflorescences, the ovary inferior, the corolla connate and tubular at least basally, the calyx absent, the stamens 5, the fruit a cypsela
1 Inflorescence, flower, and fruit structure various, but not with the combination of features as above (sometimes the flowers in a head subtended by bracts, e.g. Eryngium in APIACEAE, but then with other features differing, such as stamens 4, or green calyx present, or petals separate, or fruit a schizocarp of mericarps, etc.).
  2 Basal leaves 2-lobed, pinnately lobed, or palmately lobed (not considering cordate, hastate, or auriculate leaf bases as “lobed”).
    3 Basal leaves 2-lobed, hinged between the lobes, each lobe with stiff, marginal, eyelash-like bristles; [Coastal Plain of NC and SC, rarely planted and weakly naturalized elsewhere]
    3 Basal leaves 3-many-lobed, palmately or pinnately; [collectively widespread].
      4 Leaf lobing pinnate.
        5 Gynoecium of separate pistils (each with a single carpel); fruit an aggregate
        5 Gynoecium of a single pistil (with 2, rarely more, carpels); fruit simple.
          6 Stamens many; sepals 2, petals 4; fresh plants with yellow, orange, or white milky juice
          6 Stamens 4, 5, or 6; sepals 4 or 5; petals 4 or 5.
             7 Petals 4, distinct; stamens 6
             7 Petals 5, fused; stamens 2, 4, or 5.
               8 Corolla radially symmetrical; stamens 5
               8 Corolla 2-lipped, bilaterally symmetrical or asymmetrical; stamens 2 or 4.
                 9 Corolla lobes not twisted, the flower bilaterally symmetrical; stamens 2
                 9 Corolla lobes twisted so as to make the flower asymmetrical; stamens 4
      4 Leaf lobing palmate.
                          13 Petals 5; stamens 5; fruit a schizocarp of 2 mericarps.
                            14 Fruit smooth; leaves with 5 or more lobes
                              15 Gynoecium of separate pistils (each with a single carpel); fruit an aggregate.
                                  17 Carpels partly fused, arrayed in a ring of 10-20
                                16 Perianth of a single whorl of 3-12 petaloid sepals (the petals absent or small and rudimentary).
                                    18 Leaves 2, the single flower terminal and associated with the upper leaf; fruit an aggregate of berries
                                    18 Leaves normally > 2, flowers not as above; fruit an aggregate of achenes, utricles, or follicles
                                         20 Petals distinct; leaves with rounded lobes or teeth.
                                           21 Corolla radially symmetrical; petals 8-12; capsule fusiform, narrowed to both ends, > 5× as long as wide
  2 Basal leaves not lobed, at most serrate or crenate (and sometimes also cordate, hastate, auriculate, or peltate at the base).
                                                 24 Inflorescence either a terminal spike, or a 1-7-flowered terminal cyme, or of a solitary axillary or terminal flower; fruit various; perianth biseriate (of differentiated sepals and petals (except uniseriate, of 3 fused sepals in ARISTOLOCHIACEAE).
                                                      26 Flowers bilaterally symmetrical; inflorescence a terminal spike (with > 20 flowers); petals 4, usually scarious, transparent; sepals 4, green; stamens 4
                                                      26 Flowers radially symmetrical; inflorescence either of a solitary flower or of a 1-7-flowered terminal cyme; petals 5, 8-12, or 0; sepals 5 (green), 3 (brown), or 5-9 (yellow); stamens 5, 12, or many.
                                                        27 Gynoecium of separate pistils (each with a single carpel); fruit an aggregate of achenes or follicles; flowers bright yellow, either of 5-9 distinct petaloid sepals, or of 8-12 distinct petals subtended by 3-4 green distinct sepals
                                                        27 Gynoecium either of a single pistil with 6 carpels or of a single pistil with 4 carpels or of 2 nearly separate carpels; fruit a simple capsule (or deeply 2-lobed); flowers white, brown, or greenish, either of 5 fused or distinct white petals and 5 fused or distinct green sepals, or of 3 fused brown or greenish petaloid sepals.
                                                          28 Flowers brown or green, of 3 fused brown or greenish petaloid sepals (and 0 petals); carpels 6; stamens 12; leaves 4-10 cm wide
                                                          28 Flowers white, of 5 white or whitish petals and 5 green sepals; carpels 2; stamens 5; leaves 1-12 (-15) cm wide
                                                              30 Fruit a deeply 2-lobed capsule; sepals longer or ca. as long as petals; petals not undulate, fused at their bases or distal ½, the anthers maroon or brown-colored; [common, widespread in our area]
                                                                 31 Gynoecium of separate pistils (each with a single carpel); fruit an aggregate; perianth of 5 green sepals and 5 colored petals (or of 2 or 4 (-5) white-colored tepals in Begonia).
                                                                   32 Flowers typically with 2 or 4 (-5) white-colored tepals; leaf bases conspicuously oblique (sometimes variegated); fruit unequally or subequally 3-winged capsules; [ornamental waifs or uncommon non-natives]
                                                                   32 Flowers with 5 green sepals and 5 colored petals (not merged into tepals); leaf bases oblique or not; fruit various but not 3-winged capsules; [natives and non-natives].
                                                                              37 Inflorescence a terminal raceme; perianth of 4 green sepals and 4 white petals; fruit a silique/silicle; fresh foliage in spring and summer with a strong garlic odor; larger leaves < 10 cm in diameter
                                                                              37 Inflorescence a terminal panicle; perianth of 6 cream-colored petaloid sepals; fruit a winged achene; fresh foliage lacking a garlic odor; larger leaves typically > 30 cm in diameter
                                                                                    40 Leaves tubular, with a sutured ventral flange, erect or reclining, adapted as a pitfall for insects (flat, phyllodial leaves sometimes present as well, common in the winter in some species, such as S. oreophila)
                                                                                      41 Stem leaves opposite; perianth 5-merous, at least the corolla bilaterally symmetrical (barely so in VALERIANACEAE), or the parts curved so as to be asymmetrical (Pedicularis in OROBANCHACEAE); stamens 2, 3, or 4.
                                                                                           43 Corolla distinctly 2-lipped (with prominently large upper and lower corolla lobes) or hooded (the upper lip hood-like), distinctly bilaterally symmetrical, or the lobes twisted so as to make the corolla asymmetrical.
                                                                                      41 Stem leaves alternate; perianth radially symmetrical (less commonly bilaterally symmetrical); stamens 5, 6-8, 9, 10 (rarely 4).

Key P1: herbaceous dicots with alternate, simple, and unlobed leaves on the stem

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1 Inflorescence an involucrate head subtended by phyllaries, the heads solitary or many and variously arrayed in secondary inflorescences, the ovary inferior, the corolla connate and tubular at least basally, the calyx absent, the stamens 5, the fruit a cypsela
1 Inflorescence, flower, and fruit structure various, but not with the combination of features as above (sometimes the flowers in a head, e.g. Eryngium in APIACEAE, but then with other features differing, such as stamens 4, or green calyx present, or fruit a schizocarp of mericarps, etc.).
  2 Perianth uniseriate (represented only by undifferentiated tepals or sepals; look at the front and back of the flowers for two layers) or completely absent; flowers usually unisexual, less commonly bisexual).
    3 Inflorescence a cyathium, consisting of a single pistillate flower (reduced to a single 3-carpellate pistil) and 2 or more staminate flowers (each reduced to 1 stamen), borne in a cup-like involucre, the involucre bearing pointed or rounded glands, these sometimes brightly colored and petaloid, mimicking an individual flower (the cyathia then secondarily arranged in terminal cymes, or solitary and axillary, etc.); fresh plants with milky juice; fruit a 3-lobed, 3-locular capsule
    3 Inflorescence not a cyathium (and staminate or bisexual flowers with > 1 stamen; fresh plants lacking milky juice (except Stillingia in EUPHORBIACEAE); fruit various, not as above.
      4 Leaf margins toothed in some manner (serrate, dentate, crenate, etc.)
        5 Leaf teeth rounded to subacute, resembling shallow lobes, irregular, few (mostly < 6 per leaf side).
          6 Fruit a single-seeded achene or utricle; [plants of various disturbed or saline, usually sunny habitats]
          6 Fruit a 3-lobed, circumscissilely dehiscent capsule; [plants native of rich moist shaded forests or exotics in suburban woodlands]
        5 Leaf teeth sharp to crenate, not lobe-like, regular, many (mostly > 10 per leaf side).
             7 Leaf bases cuneate (or strongly oblique in Begonia, with one leaf base usually being cuneate, the other variously rounded or cordate).
               8 Flowers typically with 2 or 4 (-5) showy, white-colored tepals; leaves sometimes variegated; fruit unequally or subequally 3-winged capsules; [ornamental waifs or uncommon non-natives]
               8 Flowers cyathia, not merely bearing showy tepals; leaf not variegated but sometimes bearing darkened red or black splotches; fruit capsules, but these not conspicuously winged; [natives and non-natives, usually not ornamental]
             7 Leaf bases cordate to rounded.
                 9 Styles 3; fruit a 3-lobed, 3-carpellate capsule (1 carpel sometimes aborting); inflorescence either a terminal or leaf opposed raceme, or a dense axillary condensed cyme with conspicuous toothed bracts subtending the flowers
                 9 Styles 1 or 2; fruit either an achene or a multiple of achenes; inflorescence either an axillary dense cyme (almost a head), or an axillary spike with glomerules, or a terminal or axillary panicle.
                   10 Styles 2; inflorescence a dense axillary cyme (almost a head); fruit a multiple of achenes; plant lacking stinging hairs; [exotic plant of weedy situations]
                   10 Style 1; inflorescence an axillary spikes with glomerules, or a terminal or axillary panicle; plant either with stinging hairs or not; [plant a rare exotic (Boehmeria nivea) or a native of moist forests (Boehmeria cylindrica, Laportea)]
      4 Leaf margins entire.
                     11 Ovary inferior (flowers epigynous, the ovary sitting below the perianth and androecium) or half-inferior (perigynous, the ovary sitting level with the remaining floral parts).
                       12 Leaf base cordate; calyx 3-lobed, fused into a bilaterally symmetrical, curved brown or yellowish tube; fruit a capsule
                       12 Leaf base cuneate, rounded, or truncate; calyx of 3-4-5 distinct sepals, radially symmetrical, white or yellow; fruit a dry, nutlike drupe or an achene.
                          13 Leaves subsessile or very short petiolate, elliptic or narrowly elliptic, broadest near the middle; [native]
                          13 Leaves distinctly petiolate, rhombic, widest near the base; [rarely naturalized exotics].
                              15 Inflorescence a leaf-opposed spike or raceme, the inflorescence arising opposite of stem leaves (except Saururus, whose spikelike racemes are leaf-opposed and/or terminal); flowers visually white from white petaloid sepals, white bracts, or white stamens.
                                16 Sepals present, 4 or 5; petaloid, white; carpels 1 to many (-12); stamens 4 to many (-25); fruit a berry or an apically 2-lobed achene (as in Petiveria); leaf bases cuneate or rounded (but not cordate); [Eudicots].
                                16 Sepals absent; carpels 3-4; stamens 2-6 (-8); fruit a capsule, a 1-seeded drupe, or a schizocarp of 3-4 mericarps; leaf bases cordate or subcordate; [Basal Angiosperms].
                                    18 Fruit a capsule or schizocarp with 3-4 mericarps; stamens 3 or 6-8; plants terrestrial
                              15 Inflorescence not leaf opposed, instead arising with stem leaves (axillary) or terminal, the inflorescence not spikes nor racemes, instead either simpler (single axillary or glomerules of flowers) or more complexly branched (terminal or axilary panicles or terminal complex cymes); flowers white, reddish, scarious, or greenish.
                                       19 Stipules tubular, sheathing (= ocreae); flowers subtended by tubular, sheathing bracteoles (= ocreolae); nodes usually prominently swollen; perianth usually of 5-6 white to pink tepals
                                       19 Stipules not tubular or sheathing; flowers not subtended by ocreolae; nodes not swollen; perianth absent or of 3-5 sepals.
                                             22 Sepals petaloid, pink and relatively conspicuous (although the sepals ca. 1-3 mm in length); plants prostrate to somewhat ascending annuals; leaves opposite or nearly whorled; achenes muricate
                                             22 Sepals not petaloid, inconspicuous, green or greyish in color; plants prostrate or erect, annual or perennial; leaves alternate OR either alternate or opposite (Amaranthaceae); achenes variously textured (smooth or textured, sometimes reticulate or verrucose, but rarely muricate).
  2 Perianth biseriate (represented by differentiated whorls of sepals and petals, the sepals usually green or drab in color, the petals often brightly colored); flowers nearly always bisexual (there are exceptions).
                                                        27 Inflorescence not a dense, leaf-opposed spike, instead a terminal head or variously axillary or terminal (the flowers solitary or not, but not in a dense spike).
                                                          28 Flowers yellow; stamens numerous (15+), monomorphic or heteromorphic (inner and outer of differing length), conspicuously exerted from the flowers, often surpassing the ovary; leaves basally lobed or unlobed (often a mix in M. floridana and M. oligosperma)
                                                          28 Flowers blue or white; stamens fewer (usually < 10), monomorphic, if exerted, the ovary usually still apparent; leaves unlobed.
                                                                 31 Petals 4-7; stamens 1× or 2× as many as the petals, 4-7, 8, 10, 12, or14; leaves herbaceous in texture
                                                                 31 Petals 5 (or sometimes doubled in horticultural forms); stamens 6-40 (or more); leaves fleshy in texture
                                                                   32 Corolla bilaterally symmetrical (zygomorphic), petals connate, at least basally (except distinct in VIOLACEAE); fruit a capsule or legume (the capsule conspicuously spiny in Krameria).
                                                                     33 Petals connate (at least basally), 4, 5, 6, 7, or 8; carpels 1, 2, 4, 5, or 6 (rarely 3 in Reseda in RESEDACEAE); fruit a legume or 1-, 2-, or 5-loculed capsule (except a 1-seeded indehiscent pod in Krameria in KRAMERIACEAE).
                                                                       34 Stamens 6-10 (-25), more than the number (4 or 5) of petals and the number (4 or 5) of the sepals; fruit a legume or a 1-6-carpellate capsule.
                                                                                38 Pistil 2-carpellate; capsule 2 locular, opening gradually or not at all; inflorescence a terminal spike, raceme or panicle (or solitary, axillary flowers in Chaenorrhinum in PLANTAGINACEAE and Krameria in KRAMERIACEAE).
                                                                                    40 Stamens 4; corolla with a distinct spur or sac at the base between the the 2 lower calyx lobes (except not spurred in Digitalis and Schwalbea); capsule loculicidal (only at the summit in Antirrhinum and Chaenorrhinum, and septicidal in Schwalbea); pubescence of the stem and leaves neither gland-tipped (except in Antirrhinum and Chaenorrhinum) nor dendritically branched.
                                                                                        42 Plants herbaceous vines, fleshy and mucilaginous, the leaves variously orbicular, ovate, cordate or sometimes elliptic; fruit utricles (small sacs surrounding an achene), partly to completely enclosed in the persistent, dry to somewhat fleshy perianth; sepals 2
                                                                                             44 Pistils 4-10 (each 1-carpellate) in a ring, these sometimes fused basally, each with its own style/stigma; fruit either an aggregate of achenes or follicles or a 5 (-7) locular capsule.
                                                                                                 46 Fruit an aggregate of follicles; leaves fleshy in texture; inflorescence; leaves entire of sparsely and coarsely serrate, with < 12 points per leaf; [plants primarily of dry habitats]
                                                                                             44 Pistil 1, with 1-to many carpels (in many MALVACEAE, the carpels loosely united in a ring [of more than 5] around the single style/stigma); fruit either a 1-, 2-, 3-, 5-, 6-, or 10-locular capsule, or a silique/silicle, or a ring of mericarps.
                                                                                                        49 Stamens (4-) 5-many, distinct (not forming a staminal tube); carpels 2-5; fruit a capsule; leaves entire (serrate in Croton in EUPHORBIACEAE, distally serrate in Capraria in SCROPHULARIACEAE).
                                                                                                                  54 Leaf margins distally serrate, the surfaces punctate-glandular and also with internal oil-secreting cavities; corolla white (the inside sometimes with scattered purple spots); [s. FL and s. TX only in our flora area]
                                                                                                                                  61 Plants usually strongly gray or white-colored and villous, growing in short, suffrutescent mounds or mats; leaves densely pubescent (hairs densely appressed adaxially, tomentose abaxially); inflorescence of solitary flowers or extra-axillary, never scirpioid; corolla lavender or whitish-lavender, the lobes 1.8-3.0 (-4.5) mm long, broadly rounded; [s. TX, westward; primarily of the Trans-Pecos region]
                                                                                                                                  61 Plants variously glabrous or pubescent (sometimes villous), usually herbaceous, occasionally suffrutescent and mound or mat-forming; inflorescence variously elongate or racemose, often scirpioid (curved or coiled on one side of the inflorescence axis; e.g., Heliotropium), occasionally solitary (e.g., Euploca, in part; although in this case the leaves of the shrubby Euploca are significantly narrower); corolla variously colored (including lavender); [plants collectively widespread, including TX]

Key Q: herbaceous dicots with whorled leaves on the stem {add [Platycodon] CAMPANULACEAE}

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  2 Cauline leaves essentially sessile, and also palmately cleft to the base, and further lacerately divided into linear or oblanceolate segments
  2 Cauline leaves petiolate, with 3-5, sessile or petiolulate, ovate, elliptic, or obovate leaflets (these serrate and sometimes with additional lobes).
    3 Inflorescence a spherical umbel of many flowers; fruit a drupe with 2-3 seeds; stem leaves 3-5
      4 Leaflets 3 (-5), sessile or subsessile, the petiolules 0-3 mm long; larger leaflets 4-8 cm long, 0.5-2.5 cm wide, averaging about 2.5× as long as wide, the apex obtuse to acute; fruit yellow-green when ripe, longitudinally winged and ribbed in ×-section; petals white (rarely tinged with pink); inflorescence nodding in bud; underground storage organ a spherical tuber
      4 Leaflets (3-) 5, petiolulate, the petiolules (7-) 10-25 mm long; larger leaflets 6-15 cm long, 3.5-7 cm wide, averaging about 1.8× as long as wide, the apex acuminate; fruit bright red when ripe, smoothly elliptical in ×-section; petals light green; inflorescence erect in bud; underground storage organ an +/- elongate root, this vertical or horizontal, and sometimes branched
    3 Inflorescence of single terminal flowers on the 1-several branches; fruit an aggregate of achenes; stem leaves 3
1 Cauline leaves simple.
        5 Inflorescence an involucrate head subtended by phyllaries, heads solitary or many, variously arrayed in secondary inflorescences; fruit a cypsela
        5 Inflorescence various, but not as above; fruit various, not as above (sometimes the flowers tightly grouped, but then with other features differing, such as stamens 4, or green calyx present, or fruit a schizocarp of mericarps, etc.).
          6 Fruit a 3-lobed, 3-locular capsule; inflorescence a cyathium, consisting of a single pistillate flower (reduced to a single 3-carpellate pistil) and 2 or more staminate flowers (each reduced to 1 stamen), borne in a cup-like involucre, the involucre bearing pointed or rounded glands, these sometimes brightly colored and petaloid, mimicking an individual flower (the cyathia then secondarily arranged in terminal cymes, or solitary and axillary, etc.); fresh plants with milky juice
          6 Fruit various, not as above; inflorescence not a cyathium (and staminate or bisexual flowers almost always with > 1 stamen); fresh plants lacking milky juice.
             7 Leaves succulent, the terminal whorls closely juxtaposed; pistils 4-5; fruit an aggregate of follicles
             7 Leaves herbaceous, thin in texture, whorls separated; pistil 1, of 2-5 fused carpels; fruit a capsule, achene, or drupe.
               8 Larger whorled leaves on a plant < 10 mm wide [some taxa keyed here and under the second lead].
                   10 Leaves markedly variable in shape or size in each whorl; fruit a capsule; petals 5
                   10 Leaves similar in size and shape in each whorl; fruit dry or fleshy, indehiscent; petals (3-) 4
                     11 Corolla bilaterally symmetrical, the petals connate; carpels 2; stamens 4, 6, or 8.
                     11 Corolla radially symmetrical, the petals separate; carpels 2, 3, or 5; stamens 5, 10, or many.
                          13 Inflorescence an axillary umbel; leaves narrowly linear and more than 10× as long as wide, > 20 mm long and < 2 mm wide; whorls of 3-6 leaves
                          13 Inflorescence a terminal cyme, raceme, panicle, or umbel; leaves as above, or broader in shape, narrower, or shorter; whorls of 3-16 leaves.
               8 Larger whorled leaves on a plant > 10 mm wide.
                                    18 Inflorescence of terminal involucrate clusters; perianth of 6 tepals; fruit an achene; stamens 9; [plants of very dry habitats]
                                    18 Inflorescence various, but not as above; perianth of 2 whorls (the calyx often obsolete in Galium in RUBIACEAE), 3-, 4-, 5-, 6-, or 7-merous; stamens 2-7; [plants of dry-mesic to very wet habitats].
                                           21 Corolla pink-purple, 6-merous, the petals separate and borne on the edge of a hypanthium; stamens 8, 10, or 12; [plants of wetlands]
                                           21 Corolla white, yellow, or greenish, 4-, 5-, or 7-merous, the petals fused at least basally into a tube (falling as a unit), not on a hypanthium; stamens 2, 4, 5, or 7; [plants of mesic habitats].
                                               23 Petals yellowish-white, with prominent green streaks; biennial or monocarpic plant, 10-30 dm tall when fertile; leaves 15-35 cm long
                                               23 Petals white or yellow; perennial plants, 1-15 dm tall; leaves 1-15 cm long.