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J. Great Lakes Res. 30 (Supplement 1):300–314 Internat. Assoc. Great Lakes Res., 2004 Fitting into Food Webs: Behavioral and Functional Response of Young Lake Trout (Salvelinus namaycush) to an Introduced Prey, the Spiny Cladoceran (Bythotrephes cederstroemi) D. Rae Barnhisel† and W. Charles Kerfoot* Lake Superior Ecosystem Research Center and Department Of Biological Sciences Michigan Technological University Houghton, Michigan 49931 ABSTRACT. Functional response experiments with alternative prey demonstrate how an exotic zooplankter co-exists with salmonid fish in Lake Superior. Young lake trout (Salvelinus namaycush) response to Daphnia, a typical prey genus, and to Bythotrephes, a spined invertebrate predator that invaded North America in the mid-1980s, is examined in a variety of laboratory experiments that span various prey densities, frequencies, experience, and consumer size. Bythotrephes’ caudal spine protects the animal from small fish predation. At intermediate densities, the spiny cladoceran also disrupts foraging behavior of young-of-year fish. Lake trout response to Bythotrephes is dependent on the length of the spine and fish size. The degree to which lake trout are able to discriminate between prey and resume their prior attack rate on Daphnia depends on the absolute density of Daphnia and the frequency with which fish encounter Bythotrephes. For both experienced and naïve fish, aversive behavior to Bythotrephes occurs after a certain threshold of encounters. Under conditions of high encounter rates, once aversive behavior is established in YOY fish, foraging efficiency on Daphnia improves because Bythotrephes is recognized and ignored. The density-dependent behavioral and functional responses resemble classical predator reactions to unpalatable prey. INDEX WORDS: Bythotrephes, functional response, lake trout, Lake Superior, Keweenaw Bay. 1966) influenced a predator’s functional response. The “disk” or functional response equation served as the basis for optimal foraging models (Charnov 1976), and is equivalent to the steady-state version of the Michaelis-Menten enzyme kinetics equation (Real 1977, DeAngelis 1992). When incorporated into Lotka-Volterra logistic models of population dynamics, the functional response equation produces stable solution trajectories (Canale 1970, Berryman 1992). Although the functional response equation describes short-term behavior, it is the primary ingredient in single-patch models that has the potential to stabilize prey populations (Murdoch 1969, Murdoch and Bence 1987). Murdoch (1973) expanded the “disk” equation to describe a multiple prey system for its application in pest management. The number of species i consumed by a predator, rj, is given by INTRODUCTION Understanding the effects of alternative prey on a predator’s foraging behavior gives insight into how generalist predators rank prey items, and whether a predator changes its behavior to accommodate a new prey item. In the case where exotic prey species invade a system such as the Great Lakes, functional response theory helps us understand how new species fit into lake food webs, and whether they will interact strongly or weakly with pre-existing species. Functional response theory is firmly grounded in ecology. Solomon (1949) introduced the concept of a consumer’s “functional” response to resources according to resource density. Holling (1959) described a predator’s response to prey density with the “disk” equation, and explored how mimicry, unpalatability (Holling 1965), and hunger (Holling ai ni T ri = *Corresponding author. E-mail: [email protected] †Current Address: Marine Studies Consortium, 900 Washington St., Wellesley, MA 02482-5725 m a jn jhj ∑ j =1 1 300 (1) Trout Functional Response to Bythotrephes where ai is predator attack rate on species i, hi is predator handling time on species i, ni is density of species i, T is the total time available for foraging, and m is the number of species available to the predator. Chesson (1989) developed alternative prey theory by suggesting that Eq. 1 could be used as a null model to test for qualitative changes in a predator’s behavior toward a target prey in the presence of an alternative prey. In alternative prey theory, the addition of any prey item into a predator’s diet is likely to decrease the predation risk of other prey and alter the foraging dynamics of the predator (e.g., Murdoch 1969, Chesson 1989). In its simplest form, an additional prey spreads predation risk through decreases in encounter probabilities, i.e., two prey have 1/2 the chance of being eaten first than when present alone. In terms of predator foraging dynamics, a predator can either choose its diet according to encounter probabilities or select prey according to taste, conspicuousness, size, etc. However, regardless of selectivity, the time spent encountering, capturing and handling an individual prey item will decrease the probability of encountering other prey. Thus, adding an alternative prey, n2, to a predator’s diet could result in a reduction in consumption of the initial or target prey, n1, due to density effects of the alternative prey and not necessarily due to a change in predator attack rate, ai. However, if density effects can be accounted for, the model can potentially highlight changes in attack rate due to the presence of the alternative prey (Chesson 1989). Barnhisel (1990) suggested that attack rate could be estimated by rearranging Eq. 1: ai = ri ni (T − hi ri ) (2) and solving the equation for the case where the target prey is offered singly. The resulting attack rate can then be used to set up the null case, i.e. that predator attack rate on species 1 will not change in the presence of species 2, a procedure useful in simple laboratory experiments. Attack rate is a complex parameter that encompasses search, encounter and capture time (Holling 1959, Murdoch 1973). Any changes in a predator’s attack rate independent of prey density might signal a fundamental change in a predator’s behavior because it is an indication that the predator’s perception of prey has been altered. The introduction of unpalatable prey species is likely to initiate transitory changes in interactions (Holling 1965). How- 301 ever, to what degree is the nature of the original interaction eventually altered by a third species, or does behavior allow accommodation (Abrams 1983, Miller and Kerfoot 1987)? Miller and Kerfoot (1987) emphasized the potential importance of “indirect” food web effects, but also opened the possibility of “higher order” interactions. Worthen and Moore (1991) suggested that the effect of a third species on the interaction between two species due to density be termed an “indirect effect,” whereas the term “higher order interaction” be limited to circumstances in which the effect is independent of any changes in density. Bythotrephes cederstroemi is a predaceous cladoceran native to European and Asian Palearctic freshwaters. The species was first reported from the Laurentian Great Lakes in the mid-1980s (Lake Huron 1984), then expanded to all Laurentian Great Lakes by 1987 (Bur et al. 1986, Lange and Cap 1986, Lehman 1987, Evans 1988). Bythotrephes was first recorded from Lake Superior waters in 1987 and from the Keweenaw Peninsula in 1988 (Cullis and Johnson 1988, Garton and Berg 1990). By 1990, the species was established in Keweenaw Bay and has persisted for over a decade. During May–June, overwintering diapause eggs hatch into a morphologically diminutive first generation (Table 1), that occurs at very low density during TABLE 1. Lengths of Bythotrephes cederstroemi around the Keweenaw Penninsula. Lengths are in millimeters (SD). First generation individuals were extermely scarce, as these totals for May/June came from 0.8-km horizontal tows with a 100 µm net. Later generation individuals were used in the laboratory experiments. Total Body Instar length length First generation Keweenaw Bay 5/20/95–6/1/95 1st (N = 37) 2.6(0.2) 1.1(0.1) 2nd (N = 13) 3.7(0.3) 1.2(0.1) Spine length 1.6(0.1) 2.6(0.2) Later generations Keweenaw Bay 8/12/91–9/5/91 1.8(0.3) 5.5(0.5) 7.3(0.6) 1st (N = 47) 2nd (N = 31) 8.6(0.5) 2.2(0.2) 6.4(0.4) 3rd (N = 26) 10.6(0.7) 2.6(0.3) 8.0(0.6) Later generations Keweenaw Waterway (Portage Lake) 9/12/91 1st (N = 32) 7.7(0.4) 2.0(0.2) 2nd (N = 21) 9.0(0.6) 2.4(0.3) 3rd (N = 9) 10.7(0.5) 2.8(0.4) 5.7(0.2) 6.6(0.5) 8.1(0.3) 302 Barnhisel and Kerfoot May and June. Subsequent parthenogenetic generations produce larger individuals with longer spines that become abundant by late summer. Epilimnetic temperatures and Bythotrephes densities for various Keweenaw Bay stations are given in Figure 1. Densities of spiny cladocerans seem to peak around 15°C. In the relatively shallow L’Anse Bay (KB1, 30 m) portion of Keweenaw Bay, Bythotrephes increased up to 100 individuals/m2 by late September, whereas densities were higher (200–300 individuals/m2) earlier at mid-bay (KB5, 102 m) and deeper (KB7, 111 m; KB8, 135 m) stations. Submersible studies documented that the spiny cladoceran is present throughout the warm epilimnion, but adults often concentrate deep within the thermocline region where Daphnia also congregate. To date, the highest abundance recorded for Bythotrephes in Lake Superior is 122 individuals/m 3 (Garton and Berg 1990), which seems exceptionally dense, emphasizing the spatial tendency to clump. Our 19901991 Keweenaw Bay samples averaged 18 individuals m–3, although sampling in subsequent years (1993–1994, 1998–2000) had some AugustSeptember values as high as 48–69 individuals/m 3 (Barnhisel and Harvey 1995, Compton and Kerfoot 2004). Fish sampling in Keweenaw Bay documented the incidence of Bythotrephes in fish gut contents. A total of eight bottom trawl tows were taken on 20 September 1991 from the U.S. Fish and Wildlife (now National Biological Survey) Bete Grise Station. Age-0 to age-1 rainbow smelt (Osmerus mordax) were caught in the first six tows. Age-1 rainbow smelt, age-0 lake herring (Coregonus artedii) and age-0 to age-2 lake whitefish (Coregonus clupeaformis) and lake trout (Salvelinus namaycush) were caught in remaining tows over greater depths. Stomach content results for rainbow smelt, lake herring, and lake whitefish were published in Barnhisel and Harvey (1995). All youngof-the-year (YOY) contained Bythotrephes, but not until fish had attained total lengths of 7–10 cm. Between 8–20 cm total length, the number of spiny cladocerans in guts increased linearly, although larger fish had a tendency to switch to bigger, alternative prey (Mysis, insects, fish). Daphnia mendotae concentrations ranged between 81–372 individuals/m3, and were most abundant in rainbow smelt and lake herring stomachs (Barnhisel and Harvey 1995), emphasizing that YOY fish in the range 3–7 cm total length were capable of ingesting items similar in size to Bythotrephes core body length (2–3 mm). Here we concentrate on FIG. 1. Abundance of Bythotrephes cederstroemi in Keweenaw Bay 1990. Epilimnion temperatures are plotted in top graph; number of individuals per m 2 is plotted in the bottom graph. Stations are: KB1, 46°46940 , 88°289100 W, middle of L’Anse Bay; KB5, 46°539100N, 88°239300W, NW Pequaming; KB7, 46°59900N, 88°14950W, W Point Abbaye; KB8, 47°49500N, 88°29100W, E Traverse Island. Bythotrephes interactions with lake trout, using this species as a generalized salmonid. To gain insight into the complex zooplanktonfish interactions in nature, Barnhisel and Kerfoot (1994) applied alternative prey models to laboratory experiments in which YOY yellow perch (Perca flavescens) were fed Daphnia pulicaria in the presence of Bythotrephes. All three species (perch, D. pulicaria, Bythotrephes) occurred in Lake Michigan in the mid-80s, although the dominant Daphnia was D. mendotae. Bythotrephes’ unpalatability was due to a long, barbed caudal spine that presented ingestion difficulties to fish < 10 cm in length (Barnhisel Trout Functional Response to Bythotrephes 1991a, 1991b). The null hypothesis was that although the consumption rate by perch (5–6 cm total length) would change in the presence of Bythotrephes, the perch attack rate on Daphnia would remain constant. The model’s prediction of the expected number of Daphnia consumed differed significantly from observed consumption. The model predicted a 13% decrease, whereas a 51% decrease was observed. Not only was the spine an effective defense for Bythotrephes, but we concluded that fish behavior toward Daphnia had fundamentally changed in the presence of Bythotrephes, reducing Daphnia consumption. Although consumption of a target prey can vary in the presence of an alternative prey independent of changes in prey density (Miller and Kerfoot 1987), responses are usually dependent upon prey density, prey frequency, and/or predator experience. At low densities of both palatable and unpalatable prey types, a predator’s attack rate on both types would be low because encounter rates are low. Here, the null model (Barnhisel and Kerfoot 1994) would be unlikely to detect changes in a predator’s foraging response because foraging time is not limiting. At higher densities, attack rates would increase as encounter rates and predator experience increase. However, at some threshold prey densities, attack rates on both prey types would begin to show differences because fish encounter the more conspicuous, yet unpalatable, item more often and spend increasing amounts of time trying to ingest it. Confusion by YOY fish could benefit Bythotrephes, which also prey on Daphnia. As density and encounter increases, contacts become frequent enough so that the predator (fish) may learn to discriminate between prey types, ignoring Bythotrephes, after which predator foraging efficiency (fish and Bythotrephes) might return to typical levels on Daphnia. The purpose of this investigation is to examine the changes in fish foraging behavior toward a target palatable prey in the presence of an alternative unpalatable prey according to prey density, prey frequency and predator experience. Here we examine in the laboratory the factors associated with fish consumption of Daphnia in the presence of Bythotrephes. The series of short-term and longterm foraging and functional response experiments involve lake trout, a laboratory surrogate for native salmonid responses in Lake Superior. The alternative prey model is used to determine to what extent the negative effect of Bythotrephes on fish foraging 303 (Daphnia removal) is sensitive to changes in prey density. MATERIALS AND METHODS For laboratory experiments, more than 200 age-0 lake trout (Isle Royale lean strain) were obtained from the Michigan Department of Natural Resources Hatchery, Marquette, MI, in June 1992. Fish were held in a large flow-through chamber maintained around 6.0°C by a 1 hp chilling unit for approximately two months and fed commercial food pellets (Biodry). In August 1992, twelve 40 L flow-through aquaria were set up under fluorescent lights in a 12 h light-dark cycle and divided in halves. Light levels were approximately 20 µEinsteins/m2/s. Each half received one fish and approximately 20 liters of chilled water from a large chamber. Water was replenished daily by a system that pumped water from the holding chamber to a large head tank above the aquaria. Chilled water was then distributed to each half through a pipe system at 5 min intervals. The amount distributed was controlled by valves to maintain similar temperatures between halves and among aquaria. Each half aquarium had its own overflow system to control water level. Water in each half was completely replaced at least once a day. All loose material (e.g., detritus, feces) was removed from aquaria prior to a trial. Although a control and an experimental fish were contained within the same aquarium, the division did not allow fish to view each other nor water to be exchanged between the two halves. During the total period of experimentation (7 August–20 October 1992; September 1993), the holding chamber temperature was ca. 7.6°C; the experimental aquaria were slightly warmer as each aquarium half ranged from 10.1 to 12.9°C, depending on its distance from the head tank, and thus the amount of chilled water it received. Four groups of 24 hatchery fish were used in the system described above. A second system consisted of two 120 L aquaria each chilled by an internal unit, divided in half, and lit by an overhead fluorescent light on a 12h light-dark cycle. Light levels were ca. 15 µEinsteins/m2/s. Twenty-four hatchery fish were distributed to each half, four at a time from 27 August to 19 September 1992 for 1 d feeding trials. The aquaria were cleaned and the water changed before adding fish. Although the division did not allow fish to view each other, water could be exchanged between halves. Fish were acclimated 304 Barnhisel and Kerfoot to aquaria at least 48 hours prior to trials. The temperature in this system ranged from 11.9 to 12.9°C. Two prey types were offered to fish: adult Daphnia pulicaria, ca. 2 mm in size, taken from Lancaster Lake, Cheboygan County, MI, and adult Bythotrephes cederstroemi, ca. 10 mm in size, taken from Portage Lake, Houghton, MI. Both prey were maintained at 5°C and brought slowly (12h) to at least 10°C before being offered to fish. Daphnia were maintained on hydrated broken cell Chlorella capsules; Bythotrephes were collected fresh as needed. Daphnia pulicaria was used instead of naturally occurring D. mendotae because 1) the species was easier to maintain in laboratory culture, and 2) D. pulicaria was used previously in Lake Michigan experiments at the UM Biological Station, allowing cross-comparisons with previous rainbow trout and yellow perch experiments. YOY lake trout were used as a surrogate for native Lake Superior salmonid behavior, because this species was easier to maintain in the laboratory than other resident species (e.g., lake herring) and provided a salmonid alternative to rainbow trout used in initial experiments (Barnhisel 1991a). Feeding trials were conducted at various times of the day whenever sufficient Bythotrephes could be collected, but all fish were fed within one hour of each other. Control and experimental fish were fed consecutively, but randomized as to which was fed first. Fish were distributed so that lengths and weights differed very little between control and experimental groups. To initiate a trial, prey were added simultaneously to the top of the aquarium. A trial began when a fish captured its first prey item and ended after 2 min unless otherwise specified. Identification of prey captured and various components of fish behavior were recorded using a video camera/recorder (Panasonic WV-3400 Color Video Camera, NV-8950 Video Cassette Recorder with variable speed playback) and microphone. The camera documented fish foraging responses and, upon playback, the video timer relayed the time at which each prey was captured and a behavior was observed. Statistical tests followed Sokal and Rohlf (1995). To ensure positive growth, three food pellets were given to each fish each day. Each pellet weighed ca. 0.013 g. Three pellets represented ca. 1.5% of the average fish wet weight. On days when trials were conducted, fish were fed the three pellets immediately following the trial to check for satiation, unless otherwise specified. Fish always ate the pellets offered. Details of specific experiments are treated below. Despined Bythotrephes Experiments Hatchery fish were distributed to the two large (120 L) self-contained aquaria, each divided in half, from 19 September to 27 October 1992. One-day trials were conducted with a total of twenty-four fish, four at a time. Fish ranged in size from 7.4 cm to 9.8 cm total length. Each fish was acclimated to its aquarium for at least 48 hours, and fed three food pellets each day. On the trial day, fish in one half of the aquaria received paired presentations of Daphnia and despined Bythotrephes, whereas fish on the other half received paired presentations of Daphnia and intact Bythotrephes. To despine Bythotrephes, forceps were used to cauterize and then sever the spine at the base anterior to the first pair of caudal barbs (Barnhisel 1991a, 1991b). Up to 50 presentations were attempted with each fish and paired prey type. Again, efforts were made to ensure that fish fed despined or intact Bythotrephes were similar in length and weight. Long-term Foraging Responses A complex long-term experiment assessed reaction of fish to various Bythotrephes densities and ratios of Bythotrephes to Daphnia. The design incorporated autocorrelated series, balanced by controls (Fig. 2). Results were compared with model-driven predictions. The long-term feeding trials were intended to simulate a seasonal scenario in which juvenile fish grew accustomed to feeding on Daphnia, and then encountered Bythotrephes in increasing densities and Bythotrephes/Daphnia ratios. Twenty-four hatchery fish (7.4 ± 0.5 SD cm total length; 2.9 ± 0.5 SD g) were distributed into twelve divided small (40 L) aquaria on 7 August 1992. Twelve fish in one half of each aquaria were designated as controls (Daphnia Only “Controls”) and fed 50 Daphnia each day as a 50 mL aliquot (ca. 50 individuals per aliquot; N = 18) and three food pellets per day for 21 days. In a separate series (Seasonal Sequence), beginning on 19 August, fish were fed various ratios of Bythotrephes and Daphnia in a single trial once a day, again for a total duration of 21 days (Fig. 2). On days 1–3, the twelve experimental fish were fed 0 Bythotrephes and 50 Daphnia each day. On days 4–9, experimental fish were fed 5 Bythotrephes and Trout Functional Response to Bythotrephes 305 FIG. 2. Diagrammatic representation of the 21-day experimental design in which 24 fish were fed various ratios of Daphnia and Bythotrephes. Twelve fish were in the control group (C); twelve fish were in the experimental group (B). 50 Daphnia each day. On day 10, experimental fish were split into two groups of 6 fish each. Average temperatures differed by no more than 0.3°C between aquarium halves and no more than 1.1°C among aquaria. Individual fish were measured and weighed to the nearest 0.1 g on day 1 and again on day 21. One group (first group, low) continued to be fed 5 Bythotrephes and 50 Daphnia a day for three additional days, and then on days 13–21, was fed 5 Bythotrephes and 25 Daphnia a day. The other group (first group, high) was fed 10 Bythotrephes and 50 Daphnia a day from day 10–18, and then fed Daphnia and Bythotrephes in a 1:1 ratio from day 19–21. In the 1:1 prey ratio trials, fish were presented with paired Daphnia and Bythotrephes (60 presentations a day). To examine the effect of experience with Bythotrephes on Bythotrephes consumption, both Daphnia control (naïve) and Seasonal Sequence (experienced) fish were fed 30 Bythotrephes on 3 October (N = 12 fish) and 10 Bythotrephes on 4 October (N = 6 fish). Behavioral probabilities of attack given encounter and ingestion given attack, and average time spent handling Bythotrephes were calculated and compared between the two groups (Three-day Experiment). To check for satiation, presentations were followed by three food pellets on days 1 and 2. To control for hunger, three food pellets preceded presentations on day 3. Fish consumed all pellets, Functional Response Experiments: Abundance and Ratio Considerations In a long-term experiment, a second group of hatchery fish (group 2, 8.3 ± 0.5 SD cm; 4.2 ± 0.5 SD g) was distributed to the twelve divided small (40 L) aquaria on 9 September. Twelve control fish were fed Daphnia once a day in increasing densities of 25, 50, and 75, respectively, over 3 days. From Barnhisel and Kerfoot 306 23 September to 2 October, controls were fed 20, 40, or 60 Daphnia in a trial, whereas experimental fish were fed 20, 40, or 60 Daphnia paired with 5, 10, or 15 Bythotrephes. The first two trials (5 and 10 Bythotrephes added) were run consecutively. Trial 3 (15 Bythotrephes) was conducted according to Bythotrephes availability. Control and experimental fish were always fed on the same day. Temperatures did not differ between trials nor between control and experimental halves. Two other groups of hatchery fish (groups 3 and 4, naïve fish) were fed various ratios of Daphnia (20, 40, 60) and Bythotrephes (5, 10, 15, 20) in a short-term, 3 × 4 design. Group 3 (8.3 ± 0.5 SD cm; 4.2 ± 0.5 SD g) was distributed to the 12 divided small (40 L) aquaria on 5 October and fed 8 October; Group 4 (8.7 ± 0.5 SE cm; 4.8 ± 0.5 SE g) was distributed to the small aquaria on 9 October and fed 14 October. For each group, 12 fish acted as controls and were fed 20, 40, or 60 Daphnia and 0 Bythotrephes (N = 4). Twelve fish were fed one of the twelve prey combinations. Since both groups were given the same experimental treatment, they were combined to replicate each combination (N = 2). Average temperatures differed by no more than 0.2°C between aquaria halves and no more than 2.2°C among aquaria for Group 3. For Group 4, average temperatures differed by no more than 0.6°C between aquaria halves and no more than 2.1°C among aquaria. RESULTS Despined Bythotrephes Experiment Fish responded differently to presentations of spined and unspined Bythotrephes. For fish fed intact Bythotrephes (N = 12), the spined prey was rejected on average at the 7th encounter (mean 7.4 ± 1.5SE), and avoided on average at the 20 th encounter (mean 19.9 ± 2.7SE). For fish fed despined Bythotrephes, only one fish rejected a Bythotrephes at the 48th encounter and two fish rejected a Daphnia at the 36th and 47th encounter. The probability that fish would attack a despined (0.50 ± 0.05SE) or an intact Bythotrephes (0.43 ± 0.06SE) before a Daphnia was arcsine transformed (Sokal and Rohlf 1995) and compared to each other and to the arcsine transformed value of 0.5. According to a onetail t-test, probabilities for Bythotrephes and Daphnia of comparable core body length did not differ from each other nor from 0.5 (e.g., intact vs. despined, d.f. = 10, t = 1.3, p = .19 N.S.). Behaviors seen in fish fed spined Bythotrephes but not in fish FIG. 3. Short-term experiments (1 day) in which 24 fish were fed either an intact or despined Bythotrephes paired with a Daphnia. The figure shows the number of encounters to A) rejection and B) aversion for fish fed intact Bythotrephes according to fish length. The number of encounters to rejection was significantly correlated with fish length according to a Spearman Rank Correlation analysis (see text). fed despined Bythotrephes included nudging, hesitation, multiple rejections of live and dead Bythotrephes, and opercular flaring. A Spearman rank correlation analysis indicated that the number of encounters to rejection (item spit out) for spined Bythotrephes was significantly correlated with fish length (rs = 0.59; d.f. = 11, p < 0.04*); although the number of encounters to aversion (ignoring item) was not (Fig. 3; rS = 0.35; d.f. = 11; p > 0.10 N.S.). This simple experiment demonstrated that reaction Trout Functional Response to Bythotrephes of fish to spined Bythotrephes versus Daphnia is related to the presence of the spine and its attributes, not to the bulk, visibility, palatability, or other characteristics of the alternative prey’s (Bythotrephes) body, per se. Long-term Foraging Responses In the complex, long-term feeding experiment (Fig. 2), trials were intended to simulate a seasonal scenario in which juvenile fish grew accustomed to feeding on Daphnia, and then encountered increased densities of Bythotrephes and Bythotrephes/ Daphnia ratios. Over the 21 days of the experiment, 100% of Daphnia attacked were ingested, whereas 96% of Bythotrephes attacked were ingested. In Figure 4a, the average number of Daphnia (± SE) attacked by fish in the “Daphnia Only Control” 307 series is graphed versus the “Seasonal Sequence Experimental” series. There was no significant difference (p > .05) between the 5 Bythotrephes and 10 Bythotrephes treatment groups, so these were combined for a simple paired comparison. Only those fish fed 50 Daphnia are shown (Daphnia Only “Control” series versus “Seasonal Sequence” series fish fed to day 18) and compared using a paired Student’s t-test (* p < .05; ** p < .01) on daily values. The conservative statistical procedure (paired Student’s t-test) was applied, rather than a more complex design (e.g., featuring time × treatment interactions), because of variable sample sizes, autocorrelation between treatments, and the complex sequential setup. Also, because of the numerous paired comparisons (> 18), only the twolevel outcome (* p < .05; ** p < .01) of the statistical test is shown, rather than the t-values. FIG. 4. Long-term feeding trials, comparing attacks on controls (Daphnia only) with observed and expected (model) results in the presence of alternative prey (Bythotrephes): (a) Average number of Daphnia and Bythotrephes (± SE) attacked by fish during the 21-day long-term experiment. All fish were fed 50 Daphnia and either 5 or 10 Bythotrephes per day. Open squares indicate the average number of Daphnia attacked in controls (Daphnia only, N = 12). Closed triangles indicate the number of Daphnia attacked in experimental trials (Bythotrephes present, N = 6–12). Average number of Daphnia attacked by fish in controls was compared to the number attacked by fish fed Daphnia in the presence of Bythotrephes using paired Student’s t-tests (**p < 0.01; *p <0.05). Fish fed 50 Daphnia and 5 Bythotrephes provide data for days 4–9 (N = 12). On days 10–12, 6 fish were fed 5 Bythotrephes and 6 fish were fed 10 Bythotrephes. A Student’s t-test indicated that Daphnia attack did not differ between the two Bythotrephes treatments, so they were combined to provide data for days 10-12 (N = 12). On days 13–18, fish fed 50 Daphnia and 10 Bythotrephes provided average Daphnia consumption data (N = 6). Fish fed 25 Daphnia and 5 Bythotrephes are excluded from the figure. Average number of Bythotrephes attacked (± SE) is shown for those fish fed 5 or 10 Bythotrephes combined. (b) Expected Daphnia consumption estimated using the alternative prey model (Eqns. 1&2) compared to observed Daphnia consumption for fish fed 50 Daphnia and either 0, 5, or 10 Bythotrephes. Comparisons were made using a one sample Student’s t-test (3 symbols: p < 0.001; two symbols: p < 0.01; one symbol: p < 0.05), with series distinguished by different symbols. 308 Barnhisel and Kerfoot Consumption of Daphnia did not differ between “Controls” and “Seasonal Sequence” groups on days 1–3 when both groups were fed only 50 Daphnia, merely illustrating that fish in both series had initially similar responses. However, on days 4–9, when 50 Daphnia were paired with Bythotrephes in the “Seasonal Sequence” series, Daphnia consumption declined significantly compared with the “Control” series; Fig. 4a). For reference, the number of Bythotrephes attacked is plotted at the bottom of the figure, and increased slightly throughout the experiment with increased Bythotrephes presentations. The low level of Daphnia consumption on day 16 can be attributed to the small size of Daphnia offered. Fresh collections from Lancaster Lake on that date contained a high proportion of young Daphnia < 2 mm in size. In summery, observed results clearly show that attacks on Daphnia were depressed in the presence of Bythotrephes, an alternative prey. Behavioral probabilities of attack given encounter (pAlE) of Bythotrephes were calculated to examine how relative and absolute densities of prey affect foraging behavior. Probabilities were arcsinetransformed to meet the assumption of normality. The probability of attack given encounter for Bythotrephes between fish fed 5 Bythotrephes and fish fed 10 Bythotrephes differed significantly on day 10 when the two groups split off from each other, and again on day 18, according to a paired Student’s t-test (**p < 0.01). Six fish fed equal ratios of Bythotrephes and Daphnia in the final 3 days of the experiment (Three-day Experiment) showed no difficulty ingesting Daphnia, but often extreme difficulty ingesting Bythotrephes (Fig. 5a). Behaviors observed in all fish at least one time included body convulsions when trying to ingest a Bythotrephes, rejecting both dead and alive Bythotrephes or only the spine, hoarding Bythotrephes in the mouth rather than ingesting them (one fish rejected up to 6 Bythotrephes at one time), capturing a Bythotrephes but having the spine protrude from the mouth, attacking or nudging a Bythotrephes but not capturing it, approaching a Bythotrephes but not attacking it, and hesitating to attack Daphnia. Rejection of Bythotrephes first occurred at the 7–10 th encounter over the three days. Aversion (approaching a Bythotrephes without capture) was apparent at ca. the 40th encounter on days 1 and 2, and at the 20th encounter on day 3 (Fig. 5a). The attack rate model (Daphnia + Bythotrephes alternative prey) was applied to the 21-day foraging response experiment (Fig. 4b). Fish attack rate on FIG. 5. Fish reaction (Three-day Experiment) to Bythotrephes when presented in a 1:1 ratio with Daphnia in the final 3 days of the long-term foraging experiment. Up to 60 paired presentations were made: a) The average number of encounters (± SE) at which fish (N = 6) begin to reject (open squares) and show aversion (closed squares) to Bythotrephes. b) The average behavioral probability of attack given encounter (pAlE ± SE) for fish preying on 5, 10, and 15 Bythotrephes plotted against Daphnia density. The probability of fish attacking Bythotrephes significantly decreased with increasing Daphnia density at densities of 10 and 15 Bythotrephes (*p < 0.05, ANOVA). Daphnia, aD, was estimated for each day using Eq. 2, and the average removal rate, rD , estimated from control fish for that day. Handling time, hD, was estimated using the average handling time of Daphnia by control and experimental fish during days 1-3 when both groups received Daphnia offered alone. Handling time was defined as the average capture Trout Functional Response to Bythotrephes interval between Daphnia and the next prey item. Daphnia density, nD, was the number of Daphnia offered to fish. Total time, T, was 160 s. Expected Daphnia consumption, rD, was calculated for each day using Eq. 1 and the same variables used in calculating Eq. 2, and compared to observed Daphnia consumption by experimental fish. As a check of the model and its assumptions, r D expected was compared to rD observed of experimental fish on days 1-3 using a Student’s one sample t-test. There were no significant differences. This indicated that the model had the potential to accurately predict lake trout consumption of Daphnia, attack rate of the controls and average handling time of both groups. Variables for Bythotrephes in Eq. 1 were estimated using data from the day in question averaged over all experimental fish. Attack rate, aB, was calculated for each day using Eq. 2. Handling time, hB, was estimated using the average capture interval between Bythotrephes capture and the next prey item. Density, nB, and T were calculated for various Daphnia numbers (Fig. 2). Variables a B, h B, n B, were then included in Eq. 1 to calculate expected consumption of Daphnia when both prey items were offered. Average handling time (capture interval) for Daphnia, hD, was 3.9 ± 0.3 seconds. All other variables except for T varied with the day. Expected Daphnia consumption, rD, was calculated for days 4-9 and compared to observed Daphnia consumption of experimental fish fed 50 Daphnia and 5 Bythotrephes (Fig. 4b). Expected rD was calculated for days 10–12 when 6 fish were fed 50 Daphnia and 5 Bythotrephes and 6 fish were fed 50 Daphnia and 10 Bythotrephes. There were significant differences between expected and observed Daphnia consumption for most days (Fig. 4b, ***p < 0.001; **p < 0.01; *p < 0.05). Expected rD calculated for 6 fish fed 50 Daphnia and 10 Bythotrephes on days 13–18 was significantly different from “observed” on all days except day 13. There were no significant differences in fish length or weight between control and experimental groups at the end of the experiment. For both groups combined, average ending length was 8.7(± 0.1 SE) cm, and average ending weight was 4.8(± 0.1 SE) g. That is, in both control versus experimental (Fig. 4a) and model (expected) versus observed comparisons (Fig. 4b), fish foraging on Daphnia was reduced relative to expectations. The alternative prey model (Daphnia + Bythotrephes) predicted attack levels at intermediate Bythotrephes densities and 309 frequencies, yet the observed attack levels were below the predictions. In other words, the observed risk to Daphnia was reduced below that expected from numeric risk-spreading (i.e. more prey items). In contrast, increasing density and frequency of Bythotrephes increased Bythotrephes rejection and promoted aversion conditioning on Bythotrephes and increased risk to Daphnia. Functional Response Experiments: Abundance, Ratio, and Experience Considerations Fish from the 21-day experiment (experienced fish) were used in further functional response experiments. Figure 6 illustrates the functional response of fish to various densities of Daphnia offered alone (25, 50, 75, N = 12; and 20, 40, 60; N = 4), and with increasing densities of Bythotrephes (5, 10, 15; N = 4). According to Student’s t-tests, Daphnia consumption was significantly different between control fish and fish fed 5 or 10 Bythotrephes in five of six paired comparisons (e.g., d.f. = 10; 5 Bytho, 60 Daphnia, t = 6.3, p < .001**; 10 Bytho, 20 Daphnia, t = 2.4, p = .04*; 40 Daphnia, t = 2.8, p = .02*; 20 Daphnia, t = 2.7, p = .02*). However, there were no significant differences between control fish and fish fed 15 Bythotrephes (d.f. = 10; 15 Bytho, 20 Daphnia, t = 1.0, p = 0.3 N.S.; 40 Daphnia, t = 0.5, p>0.5 N.S.; 60 Daphnia, t = 0.7, p = 0.5 N.S.). That is, relative Daphnia consumption was reduced at intermediate Bythotrephes densities, but the results suggest that experienced fish returned to typical foraging behavior at high densities of Bythotrephes when aversion conditioning occurred in fish. Behavioral probabilities of attack given encounter (pAlE, Fig. 5b) and ingestion given attack (pIlA) for fish preying on Bythotrephes at various Daphnia densities were inversely correlated with Bythotrephes densities (Barnhisel 1994). That is, experience with Bythotrephes decreased the probability of attack (e.g., at 40 Daphnia, 5 vs. 10, t = 3.0; 10 vs. 15, t = 2.4; 5 vs 15, t = 7.0; all p < .05*). The pAlE for Bythotrephes when 5 were offered was negatively related to Daphnia density, and this trend also was evident when 10 and 15 Bythotrephes were offered. The average time fish spent on Bythotrephes was measured as the interval between the capture of a Bythotrephes and the next prey item. Initially, for 12 fish fed intact Bythotrephes during a total of 96 observations, fish spent 8.5(± 1.0SE) seconds. By 310 Barnhisel and Kerfoot the end of the experiment, that interval had increased. Fish spent 10.0(± 2.0SE) seconds at densities of 10 Bythotrephes and 13.8 ± 1.4 seconds at densities of 30 Bythotrephes (d.f. = 10, t = 2.4, p = .04*). The interval at high Bythotrephes density was greater, although most Bythotrephes were bypassed between captures (aversion conditioning). Behav- iors observed for all Bythotrephes presentations included whole body convulsing after capturing an individual, nudging a Bythotrephes with the mouth but not capturing it, having the spine protrude from the mouth after capture, and looking at a Bythotrephes but not attacking or capturing it. In summary, functional response experiments with experienced fish showed a clear density dependent response. At low encounter rates (5,10 Bythotrephes), fish were confused and exhibited reduced removal rates of Daphnia. At high encounter levels (15 Bythotrephes), the fish ignored Bythotrephes and the Daphnia removal rates returned to normal. Groups 3 and 4 (naïve) fish responded differently to Daphnia offered alone versus in the presence of Bythotrephes. Groups 3 and 4 response to Daphnia offered alone were combined and compared to their combined response to Daphnia offered with Bythotrephes using an unpaired Student’s t-test. Daphnia consumption differed significantly between control and experimental groups at Daphnia densities of 20 (Fig. 7; d.f. = 10; t = 3.7, p, .004**), but was not significant at higher densities (d.f. = 10, 40: t = 0.2, p >.50 N.S.; 60: t = 0.3, p > .5 N.S.). Daphnia removal was modified at various Bythotrephes densities (d.f = 10; 5 Bytho: t = 2.7; p < 0.03*; 10 Bytho: t = 2.6, p < 0.03*; 15 Bytho: t = 3.3, p < 0.01**; 20 Bytho: t = 4.5, p < 0.003**). Group 3 and 4’s response as naïve fish also differed significantly from Group 2’s response as experienced fish (d.f. = 10; 20 Daphnia, t = 3.1, p < 0.01**; for 40 Daphnia, t = 7.1, p < 0.001**; for 60 Daphnia, t = 4.7, p < 0.001**). Naïve fish generally were more confused in the presence of FIG. 6. Functional response experiment (experienced fish) with alternative prey, in which 24 fish were fed various densities of Daphnia (20, 40, 60) with increasing densities of Bythotrephes (panel a = 5, B = 10, C = 15). Average number of prey consumed per predator (± SE) is plotted according to Daphnia density. Open symbols represent consumption of Daphnia in controls (Daphnia only); closed symbols represent consumption of Daphnia (squares) and Bythotrephes (triangles) in experimental (alternative prey) experiments. Control consumption is repeated for all three panels. Daphnia consumption densities of 25, 50, and 75 (controls) were determined prior to the experimental trials in 1-day series using control fish. Trout Functional Response to Bythotrephes 311 Bythotrephes and had lower removal rates of Daphnia (additional experiments, Barnhisel 1994). The Group 3 & 4 (naïve fish) functional response experiments underscore the importance of experience. Seasonal interactions are progressive and prolonged, as both Daphnia and Bythotrephes populations simultaneously increase during summer. Aversion conditioning is very sensitive to density and the fine details are not captured if only naïve fish are used in short-term experiments (Barnhisel and Kerfoot 1994). FIG. 7. Groups 3 and 4 fish (naïve fish) average per fish consumption of Daphnia (± SE; N = 4) over various Daphnia densities: a) Daphnia were offered alone to fish which had no prior experience; b) Group 3 (squares) and Group 4 (triangles) average per fish consumption (± SE; N = 4) of Daphnia (open symbols) and Bythotrephes (closed symbols) over various Daphnia densities. Consumption was averaged over 4 densities of Bythotrephes (5, 10, 15, 20); standard error bars indicate the variation of Daphnia consumption by fish at the different Bythotrephes densities. Consumption of Daphnia without Bythotrephes (panel a) differed significantly (p < .05, t-test) from consumption of Daphnia with Bythotrephes (panel b) only at Daphnia densities of 20. DISCUSSION Bythotrephes is a carnivorous crustacean that potentially competes with juvenile fish for zooplankton. The ecological function of Bythotrephes’ caudal spine appears to be protection, as emphasized by the spineless Bythotrephes experiments. Although despined Bythotrephes do not occur in nature (although there are smaller, spineless, and related species, such as Polyphemus), the experiments in which both intact and despined Bythotrephes were offered to fish highlighted the importance of the spine in defense. The adverse reaction of fish emphasized the difficulty of swallowing spines. For this reason, application of traditional terrestrial model-mimic relationships to the fish-Bythotrephes interaction seems appropriate, especially with small YOY fish (Barnhisel and Kerfoot 1994). The interaction between small YOY fish and Bythotrephes is qualitatively similar to a bluejay reacting to a distasteful monarch butterfly (Holling 1965, Huheey 1984). As the density of Bythotrephes increased in paired-prey (Bythotrephes and Daphnia) feeding trials, fish encountered the unpalatable prey more often and spent increasing amounts of time trying to ingest it. At higher prey densities and frequencies, contacts become frequent enough so that the predator (fish) learned to discriminate between prey types. Fish would ignore Bythotrephes and subsequently predator foraging efficiency returned to typical levels on Daphnia. Does the presence of Bythotrephes alter fish reaction to Daphnia and hence constitute a higher order interaction? Our results indicate that the spine has the potential to disrupt fish foraging behavior when encounters with Bythotrephes are at intermediate densities. The experiments were designed to simulate certain ecological scenarios among young fish, Bythotrephes, and a shared resource such as Daphnia. The ratio of Daphnia: Bythotrephes offered to fish was similar to invertebrate predator:prey ratios 312 Barnhisel and Kerfoot observed during August-October, when Bythotrephes was most abundant (Barnhisel and Harvey 1995). The second group of experiments, the long-term feeding trials, were intended to simulate a seasonal scenario in which juvenile fish grew accustomed to feeding on Daphnia, and then encountered Bythotrephes in increasing densities. In these experiments, interference at intermediate Bythotrephes densities was demonstrated. However, the functional response experiments, run at different densities of Bythotrephes, suggest that the interference with fish feeding on Daphnia is a transitory effect related to density. Once fish encounter Bythotrephes at high densities, they develop “aversion conditioning” and subsequently ignore the invertebrate predator, returning to more typical consumption rates of Daphnia. This transitory response differs from what is expected from higherorder interactions, where the nature of the interaction is changed (Case and Bender 1981, Abrams 1983, Worthan and Moore 1991, Werner 1992). Results from the long-term experiment indicate that fewer Daphnia were consumed in the presence of Bythotrephes, but beg the question of whether the decrease is what one would expect given the time fish spent on Bythotrephes. The alternative prey null model predicted that Bythotrephes should have only reduced fish consumption of Daphnia by 2%. However, observations indicate that fish decreased Daphnia consumption by 25%. This decrease is similar to, but not as great as, that observed in yellow perch experiments (54-112% by the 3-4th days; Barnhisel and Kerfoot 1994). Both studies indicate that foraging time and absolute Daphnia density play important roles in the degree to which consumption is decreased in the presence of Bythotrephes. Moreover, both absolute density and relative frequency of Bythotrephes influence fish responses to that taxon. Rather than increase, fish tended to retain or lower consumption rates of Bythotrephes under increased density of Bythotrephes or prolonged exposure. Prolonged summer exposure and runs of Bythotrephes encounters in nature (clumped distribution) probably reinforce aversion conditioning, although laboratory video sequences were not scored to capture this kind of information. One would predict that vertebrate predators require certain thresholds of prey density and frequency before they are able to discriminate between prey items. The short-term foraging response experiments conducted over a range of fish size indicate that the number of encounters to rejection was significantly correlated with fish length, but that the number of encounters to aversion was not (Fig. 2). This suggests that rejection of prey is more likely a physical constraint related to gape size whereas aversion is a more complex behavioral decision related to prior experience. Once aversion kicks in, there are dual consequences. Both fish and Bythotrephes return to normal feeding behavior on Daphnia and smaller cladocerans. Long-term observations suggest that the smaller Daphnia species (D. retrocurva) in Keweenaw Bay is being replaced by D. mendotae (Kerfoot et al. 2004), a larger-bodied species, as observed in southern Lake Michigan when Bythotrephes became abundant (Lehman and Cáceres 1993). Other studies have attempted to use the multispecies functional response equation to predict predator consumption using variables from only single prey experiments (e.g., Colton 1987, Abrams 1990, Krylov 1992). These studies estimated alternative prey attack rate from single prey experiments and assumed that attack rates on both prey would remain constant in multiple prey experiments. Our results suggest that attack rate should be estimated from experiments in which the alternative prey is offered in combination with the target prey, as expected and observed rates were significantly different. For time- and density-dependent responses, Holling (1959) varied attack rates by adding an additional time-consuming component, c, to handling time (Barnhisel and Kerfoot 1994). For Bythotrephes, hB could represent some minimum time required to mechanically process the animal, whereas c could represent the time involved in other behaviors such as rejection and recapture, hesitation or other aspects of indecision. The degree to which Daphnia consumption is decreased in the presence of Bythotrephes is related to density and frequency factors, specifically Daphnia density and Bythotrephes frequency (ratio Bythorephes:Daphnia). It appears that the density of Daphnia affects Daphnia consumption according to classical functional response theory, and it may affect Bythotrephes consumption in that a certain absolute density of Daphnia must be reached before fish can distinguish between the two prey items. The core bodies of both Daphnia and Bythotrephes appear inherently equally conspicuous, although the presence of the spine and the vigorous swimming behavior of Bythotrephes make it more conspicuous in nature (Jarnagin et al. 2004). Contrary to the prediction of Barnhisel and Kerfoot (1994) that Daph- Trout Functional Response to Bythotrephes nia removal would remain depressed at all prey densities, these results indicate that fish can resume their previous attack rate on Daphnia given sufficient encounters (experience) with both prey. Unfortunately, Bythotrephes foraging on Daphnia was altered by laboratory confinement, so the complete three-way interaction could not be evaluated. The experiments here involved modest-sized YOY (7–10 cm SL). The ability of larger size classes (or older age classes) of several fish species (late YOY or age-1) to consume numerous Bythotrephes presents intriguing ramifications that go beyond these experiments. Certainly, older classes are much less abundant than YOY fish and this aspect can be incorporated into risk modeling. However, recently we discovered that another life history stage of Bythotrephes is as well protected as the free-swimming (pelagic) parthenogeneic generation, i.e., overwintering eggs were found to pass through fish guts intact (Jarnagin 1998; Kerfoot et al. 2000, Jarnagin et al. 2000, 2004). This revelation suggests that effects of heavy fish predation in the fall may be muted. Moreover, fish-mediated diapause egg dispersal may be an evolved, intriguing adaptation in native European or Black Sea/Caspian waters that contain Bythotrephes and the related genus Cercopagus (Kerfoot et al. 2000). Our findings do not mean that higher order interactions cannot result from the presence of predators. Studies by Werner and colleagues (mentioned in Miller and Kerfoot 1987; reviewed in Werner 1992, Anholt and Werner 1999) show that large fish predators, by virtue of their presence (chemical scent or pheromone) in lakes and not necessarily their density, can 1) alter the foraging behavior of smaller fish prey which spatially avoid encounter and 2) induce morphological alterations in different co-existing prey species. Some of these responses meet the status of a higher order interaction because they satisfy the criterion of a density-independent indirect interaction put forth by Worthen and Moore (1991). As we mentioned earlier, the Bythotrephesfish interaction seems more like a density-dependent analog of Mullerian mimicry, where distasteful experience mediates avoidance. Rather than spatial avoidance, the adaptations of Bythotrephes permit spatial co-existence of a potential prey (invertebrate predator) with a potential predator (fish). ACKNOWLEDGMENTS We thank Kevin Kirk, Heather Harvey, and John Bauchat for help in field collections and laboratory 313 experiments. Thanks to the Michigan DNR Hatchery in Marquette for lake trout; Dr. Stephen Bowen, David Wiitanen and the MTU facilities and grounds crew for providing and maintaining Lakeside Laboratory facilities; James Selgeby, Charles Bronte, and Timothy Edwards of the National Biological Survey for specimens and expertise; Tony Sutterley at the University of Michigan Biological Station for canoe access to Lancaster Lake; and David Kimar of Pirates Cove Marina for boat maintenance. DRB also thanks other members of her thesis committee, Drs. Stephen Bowen, Gopi Podila and Martin Auer, for numerous suggestions. 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Submitted: 7 July 2002 Accepted: 10 June 2004 Editorial handling: Martin T. Auer