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Competition and Coexistence First, think back to introductory ecology. “Competition occurs between or among species iff (if and only if) some needed resource is available only in limited supply.” What are the resources that may be limiting? The list includes water, mineral nutrients, light, space, and (only a remote possibility) CO2. Plant ecologists view competition from two perspectives: mechanistic – how the resources are partitioned and effect species growth and reproduction, or based on outcome – what is the effect of interaction on population dynamics and R0? Considering outcomes, another carryover from ecology is the way to categorize the variety of interactions: Competition -- Predation +(or parasitism or herbivory) Mutualism ++ Commensalism +0 Amensalism -0 Within competition Deborah Goldberg (U. Michigan) subdivides ‘the interaction’ by, in effect, separating mechanism and outcome through the intermediate (the common factor among competing species - resource, pollinator, herbivore, or microorganism) that ‘controls’ the interaction. As an example if the intermediary is nitrogen, a nitrogendependent grass population may deplete nitrogen (- effect), but increase in response to nitrogen (+ response), with a net negative result (-ve X +ve = -ve). The negative net result indicates that if 2 species have nitrogen dependence in common, the result will be resource competition between these species. Here’s the table that describes the forms of competitive interaction that Goldberg identified: What is new and different about Goldberg’s treatment is the occurrence of ‘apparent competition’ and ‘apparent facilitation’. Examples of experimental studies demonstrating apparent competition are rare. One is a study (Reader, 1992) in an abandoned pasture near Guelph. 3 herb species were planted (two shown), and two treatments (and their Interaction) were tested: herbivore exclusion and neighbor removal. With herbivore access, seedling survival was strongly affected by competition. Within cages (no herbivore access) seedling survival was not affected by neighbors. So, did ‘traditional’ competition occur? The apparent competition may really have been mediated by herbivores as natural enemies. In apparent facilitation natural enemies are once more the explanation. A common natural enemy that is reduced by the presence of both species in the presence of an increase of both species would appear as cooperation between species. Within the framework of ‘normal’ competition, one of the key ideas is that the interaction is frequently asymmetric. Are some occurrences of asymmetry really occurrences of apparent competition? Examples of apparent competition and facilitation: The small cactus Opuntia fragilis grew better in the open than when shaded with grass. This sounds like competition for light. However, the competition was really apparent, because attacks by larvae of a cactus moth were less frequent in the open. Plant species may appear to interact with each other due to similar habitat requirements. Annuals Minuartia uniflora and Sedum smallii are found together in shallow depressions in granite outcrops in North Carolina and Georgia. They segregate according to soil depth within these depressions. They show positive association, but are, in fact, competitors within their specialized habitat. Minuarta uniflora Sedum smalii Positive associations may also result from the occurrence of nurse plants. Sometimes the nurse plants benefit the early stages of the ‘nursed plant’, but its growth reverses the apparent facilitation. The columnar cactus Neobuxbaumia tetetzo is nursed by a shrub Mimosa when juvenile. With further growth the cactus inhibits and replaces its nurse. Neobuxbaumia tetetzo Juncus gerardi In the middle zones of salt marshes at Rhode Island the rush Juncus gerardi (blackgrass) reduces soil salinity and increases soil aeration, and promotes growth of other species. However, other species have either negative or neutral effects upon the rush. Plants such as the sugar maple, with roots that span a large vertical water gradient, move water from depths to the surface where neighboring species benefit from leakage of water from upper roots. This process is called hydraulic lift. Two species competition experiments There are a number of basic designs used in competition experiments to test different aspects of interaction: 1. Partial additive designs – used to test competition effects on a target species. Its density is held fixed, while the density of the competitor is varied. This, and other designs, can be described by two species abundance diagrams. This design is commonly used to test the impact of weeds on a crop species. This graph presents the effect of sicklepod (Cassia obtusifolia) and redroot pigweed (Amaranthus retroflexus) on cotton yield. Cassia obtusifolia Amaranthus retroflexus It is also used to assess effects of one species on another under greenhouse conditions. For example, I used this design to test effects of competition among fugitive species Mirabilis hirsuta, Verbena stricta, and Solidago rigida. My experiments were run at competitor densities of 1, 3 and 6 competitors surrounding the target plant. The general pattern observed is of a hyperbolic response in biomass (or other parameters of the test plant) with increasing density of competitors. Performance of test plant 10 8 6 4 2 0 0 2 4 6 8 Density of competitors 10 Note that this form of response is just an expansion from looking at density effects on the growth of a single species to an almost identical equation describing two-species interaction. The intraspecific density response, usually used to assess yield in a crop, in general fits an equation of the form: w = wm (1 + aN)-1 With two species, the effect of density of the second species on the first requires conversion of species 2 density into species 1 equivalents: wi = wmi (1+aiNj )-1 Another important design is the replacement series. Diagrammed as a joint abundance diagram… To measure the separate influences that each species has on the other, DeWit developed this design. There is a constant total density of the mixture, while the abundance of the species vary (and thus the ratio of the species). What is typically measured in replacement series is the relative yields of the species in mixtures compared to those in monoculture at the same density… Relative yield of species i = (yield per unit area of i in mix) yield per unit area of i in monoculture Relative yield of species j = (yield per unit area of j in mix) yield per unit area of j in monoculture If the species differ in their density responses, the combined measure is used… Relative yield total (RYT) = of relative yields for species i and j As long as both species in the comparison are growing at densities within the range that generates a constant final yield, an RYT > 1 indicates two things about the species: 1. At least at the density tested, one of the two species has an advantage; it is a superior competitor. 2. At least at the density tested, the RYT can be taken as evidence of some niche separation. And 3. It is evidence of greater yield than an equivalent area planted in two monocultures; this is of agricultural interest. Other indices have been proposed to avoid some of the problems with RYT, but require knowledge of the full density responses of both crops used in the mixture. The third design is the additive series. And the last, very similar, design is the complete additive design In these two designs the densities Ni and Nj can be varied independently. This makes it possible to determine/fit the isoclines of the theoretical graphical models with real data. The usual method is to use input-output measures, i.e. seed planted and seed production by plants. Recall the equation for density-dependence in a single species: Nt+1 = smNt(1+aNt)-1 where sm is the maximum seed production of individuals planted at very low density. To generalize this equation to competition among 2 or more species, the equation for one of the species, i, has a sum (taken over j = 1 to n) of self and other species effects… Ni,t+1 = smiNi,t(1+ αijNj,t)-1 To normalize the interaction coefficients to ‘equivalence’ with the competition coefficients as slopes of isoclines in basic plots, each must be divided by ii. In an experiment using this approach for the competition among 3 species – Lolium rigidum, Vulpia bromoides and Trifolium subterraneum – phase plane diagrams and directions of population growth indicated: 1. Competition between the clover (Trifolium) and either of the grasses leads to a stable equilibrium, but 2. An apparently stable interaction between clover and Lolium becomes unstable when invaded by Vulpia. Under typical Australian drought conditions, it appears that Vulpia will eventually displace Lolium. The species: Lolium rigidum Trifolium subterraneum Vulpia bromoides The phase plane diagrams: Zero isoclines for Trifolium with either grass are almost perpendicular. That means they only marginally influence each other’s densities. This probably indicates niche separation in the use of nitrogen as a resource. Trifolium is a legume (fixes nitrogen), while the grasses require it. However, the phase plane diagram of the two grasses in competition indicates eventual replacement and loss of one. Multi-species competition Equations attempting to incorporate all species in a system into models become prohibitively complex. The standard method for exploring complex systems is use of removal experiments. One species is removed, and its effects on other species studied by comparison with results in its presence. The results of removal experiments is not always intuitive. There are ‘hidden’ interactions that affect observed results. Norma Fowler’s experiments in North Carolina looked at two particular species in the context of a grassland community: Rumex acetosella and Plantago lanceolata. The effect of removal of plantain (Plantago) was conditional on the presence/absence of the sheep’s sorrel (Rumex). When sorrel was absent, a whole suite of winter annuals increased in abundance. However, … When sorrel was present, it increased in abundance, and the winter annuals did not. There are also 3rd party effects: when one species is removed, another may decrease, rather than increasing. It’s the result of both interacting with a 3rd species. Again the example considers two species and the community of other grasses present, here in Washington subalpine meadows. The monocots directly assessed were Carex spectabilis, which was the species removed, and Festuca idahoensis. Removal of the Carex in plots where it was a dominant species resulted in increased abundance of the Festuca, but decreased abundance in 4 other grasses. The explanation: Festuca was the important competitor for the other grasses, and once the effect of Carex on it was removed, it depressed the other grasses. Spatial factors are frequently important in removal experiments…In the short term, responses may be strongest in those individuals close to the gaps created by removal. When studying multiple species competition relationships, when species’ positions in the hierarchy of competitive dominance are consistent (i.e. A > B > C…) the relationship among species is described as transitive. That is not always the case. There are many instances where A > B and B > C, but C > A, for example. The other aspect that is important in determining the result of competition is spatial. Effects on an individual plant occur when competitors are located within its neighborhood area (or area of influence). Plants beyond that zone can be disregarded. The spatial dimension includes height in addition to lateral distance. When Douglas fir (Pseudtsuga menziessi) seedlings compete with shrubs, regression models indicated little influence of shrubs with a relative height less than 1.25 (relative to the target (fir) height being taken as 1). In the same set of experiments, the distance between the fir seedling and its competitor(s) is also important… The effects of competitors increase as the distance from the seedling stem decreases. Effects of other organisms on plant compeititon Among the types of organisms that can affect competition are: herbivores, pathogens, and symbiotic microorganisms (particularly mycorrhizae). It should be apparent that herbivory can alter the competitive balance. While studying competition on prairie grasslands, I ran a ‘cafeteria’ experiment on the preferences of prairie voles for C3 versus C4 grasses. Voles preferentially consume C3 species, probably because of the anatomical structure and distribution of nutrients in C4 species. How important that preference is in determining the dominance of C4 grasses on northwest Iowa prairies is difficult to determine. Herbivore Effects The beetle Gastrophysa viridula significantly reduced leaf area and weight of Rumex obtusifolius when the plant was growing with grass but not when it was growing without competition. Herbivore activity and effect may be conditional. Pathogen Effects Pathogens may exert their effects directly, e.g. by affecting the fitness of infected plants, but may also have influence by shifting the burden of herbivory. Many endophytic fungi produce toxins (alkaloids, cyanogenic glycosides) that affect herbivore preferences, and therefore shift the competitive balance. Endomycorrizal fungi can act as mutualists, aiding particularly in nitrogen and phosphorus acquisition, but can also move nutrients from one plant to another. There is a huge variety of mycorrhizal species. It seems, experimentally, that plants are best adapted to their local species… Clover biomass is plotted against different species of grass from a Canadian pasture (each with their own fungal flora). Clovers were different genotypes from areas with each of the grasses. In each case the best growth occurred with the ‘home’ fungal flora. There are a number of newer models for competition that take a different view for competition. Going back to the basic Lotka-Volterra model, the older views are equilibrium models; the newer views are various forms of nonequilibrium models. The first of these models, developed by Alexander Watt, was a wave regeneration model. Watt studied cyclic regeneration in Calluna heath in uplands of Scotland. The cycle: Calluna (heather) is initially competitively dominant, excluding lichens. As it ages, it can be invaded by lichens (Cladonia). Its mats are broken by winds, leaving patches of bare soil. Arctostaphylos (bearberry) invades the bare patches. Bearberry patches are invaded from the edges by Calluna, more-or-less slowly replacing the bearberry, completing the cycle. Diagrammatically: A second type of model, collectively called lottery models with a name coming from Peter Sale, suggests that it is chance (stochastic) events that determines the composition of the community. Usually this ‘chance’ is the result of the recruitment process. The diagram in the text is slightly different than the situation on the prairie… When time, as well as spatial factors, influence who ‘wins’ so that species coexistence is based on varying environmental conditions, the effect of variation is described as a storage effect. The species coexist because each has the advantage under one set of conditions. There is a completely different class of models, first proposed by Steve Hubbell, that have their origin in the genetic models of Moto Kimura. They are called neutral models. In these models species and individuals are considered equivalent. The structure and composition of the community, in the end, is the result of random events, long-term speciation processes, and the balance between local colonizations and extinctions. Hubbell developed the model from his experience in detailed study of the structure of tropical forest communities in Costa Rica. Hubbell’s neutral model fits his data from the tropical rainforest quite well (as do other relative abundance models). However, the basic assumption that species are essentially exactly equivalent has been considered a severe problem. Experimental evidence, as well as the competitive exclusion principle, suggest that equivalent species don’t coexist. But Hubbell’s model is also based on random events, and is a non-equilibrium model. Is the competitive exclusion principle limited to the equilibrium situation?