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CSIRO PUBLISHING www.publish.csiro.au/journals/trj The Rangeland Journal, 2008, 30, 15–27 Managing arid zone natural resources in Australia for spatial and temporal variability – an approach from first principles Mark Stafford SmithA,C and Ryan R. J. McAllisterB A CSIRO Sustainable Ecosystems, PO Box 284, Canberra, ACT 2601, Australia. CSIRO Sustainable Ecosystems, 306 Carmody Road, St Lucia, Qld 4067, Australia. C Corresponding author. Email: [email protected] B Abstract. Outback Australia is characterised by variability in its resource drivers, particularly and most fundamentally, rainfall. Its biota has adapted to cope with this variability. The key strategies taken by desert organisms (and their weaknesses) help to identify the likely impacts of natural resource management by pastoralists and others, and potential remedies for these impacts. The key strategies can be summarised as five individual species’ responses (ephemerals, in-situ persistents, refuging persistents, nomads and exploiters), plus four key emergent modes of organisation involving multiple species that contribute to species diversity (facilitation, self-organising communities, asynchronous and micro-allopatric co-existence). A key feature of the difference between the strategies is the form of a reserve, whether roots and social networks for Persistents, or propagules or movement networks for Ephemerals and Nomads. With temporally and spatially varying drivers of soil moisture inputs, many of these strategies and their variants can co-exist. While these basic strategies are well known, a systematic analysis from first principles helps to generalise our understanding of likely impacts of management, if this changes the pattern of variability or interrupts the process of allocation to reserves. Nine resulting ‘weak points’ are identified in the system, and the implications of these are discussed for natural resource management and policy aimed at production or conservation locally, or the regional integration of the two. Additional keywords: biodiversity management, deserts, drylands, grazing management, life-history strategy, rangelands. Introduction Natural environments of outback Australia are characterised by a series of features that demand explicit attention in designing management and policy (Stafford Smith 2003). At the foundation of these features is the high degree of climatic variability at all time scales from intra- and inter-annual through inter-decadal to longer, and the ways in which this temporal variability changes in expression spatially at scales from metres to thousands of km across the continent (Stafford Smith 2008, this issue). Contention around drought policy (Botterill and Fisher 2003) is but one example of how the impacts of this temporal and spatial variability strain conventional approaches to management and policy in Australia. Past episodes of degradation in Australian rangelands show that many mistakes have been made in coping with these drivers, although there has also been a great deal of collective learning (Stafford Smith et al. 2007). Since many enterprises for which desert Australia holds some comparative advantage are based on natural (and cultural) resources (Jones and James 2006), understanding their sustainable management is critical. Grazing production systems remain the most extensive land use on rangelands and alliances between science, industry and land management agencies have developed many management guidelines for these systems © Australian Rangeland Society 2008 (reviewed below). Examples for other production systems or conservation are few. The purpose of this paper is thus to review the general principles for rangelands management that emerge from our current understanding of how desert organisms respond to spatial and temporal variability in key drivers of production. To do so, we undertake a review of the evolution of this understanding since the landmark works by Noy-Meir (1973, 1974), who articulated the implications of seeing these environments as pulse-and-reserve systems. From this, we synthesise several general response strategies for organisms and communities, and analyse the weak points of each. In conjunction with a brief review of best-practice management guidelines, this allows us to provide a systematic framework for ensuring the comprehensiveness of such guidelines in the future. Our focus is on arid and semi-arid rangelands in Australia, although we draw on data from other arid regions. There are of course many other elements of holistic good management of rangelands, including economic, human, social and institutional issues, but the present paper focuses specifically on those elements related to the influence of variability on natural resources. 10.1071/RJ07052 1036-9872/08/010015 16 The Rangeland Journal M. Stafford Smith et al. Elements of arid ecosystem functioning Plants, animals and environments interact in a multitude of ways, some straightforward (e.g. more production if there is more of a limiting resource, like rain), others more profound. Climatic variability is often said to be a dominant driver in arid Australia (e.g. Friedel et al. 1990). This contrasts with a stronger emphasis on nutrients (especially micronutrients) and fire in another recent review that is not so oriented towards management (Orians and Milewski 2007). This difference may reflect Orians and Milewski’s (2007) greater emphasis on the semi-arid end of the continuum, where the present analysis emphasises the arid end. Thus, while acknowledging that many other factors (e.g. soils, nutrients, fire, etc.) complicate the picture, we take spatial and temporal variability of limiting resources as our core analytical focus in arid systems. Drivers In both natural and managed states, arid systems are subject to a syndrome of causally related drivers (Stafford Smith 2008, this issue). Here, we focus on the biophysical drivers, particularly climate and nutrients. Table 1 introduces the main sources of inputs for different organisms (and for human use of these). As the ultimate source of soil moisture, rainfall is relatively low on average, but with high variability over time in pulse events; it also has high unpredictability in terms of combinations of these events, and in relation to other weather elements like temperature. As a result, it exhibits extremes and long return times for particular combinations of events, with a complex set of cycles apparently driving this unpredictability, up to and including multi-decadal patterns (White et al. 2003). There is also spatial heterogeneity in precipitation at various scales, between regions, in storm patchiness, and in local redistribution. Table 1. Limited and variable amounts of soil moisture are coupled with generally low levels of a second resource, nutrients, for which soils are mostly poor on a world scale (Orians and Milewski 2007). However, some soil types are more fertile over large areas, and redistribution processes (Pickup 1985; Tongway and Ludwig 1994) also create spatial patchiness in this resource. For Australian arid zones, rainfall, soil moisture and soil nutrients are all highly variable in space and time. The focus of the following analysis is on the implications of this variability for organisms. Heterogeneity in time: multiple, diverse pulse-and-reserve cycles Organism responses in environments where rainfall is intermittent, and where the amplitude and longevity of soil moisture pulses are more important than the mean soil water levels, have long been characterised as a pulse–reserve systems (Noy-Meir 1973; Westoby 1980; Schwinning et al. 2004). Importantly, each pulse is recognised as unique (Noy-Meir 1973; Westoby 1980; Stafford Smith and Morton 1990), as more recently elaborated by Schwinning and Sala (2004) and in a simulation context by Reynolds et al. (2004). While much literature conceptualises the responses of arid plants to single pulses as ephemeral or perennial, in reality organisms face a probability distribution of pulse sizes and periods between pulses, and consequent histories of resource storage. Further, both animal and plant responses may act to buffer both temporal and spatial variation (see below). These pulse distributions may be reasonably predictable, as with most Mediterranean-type or monsoonal climates where rain is more-or-less guaranteed in a particular season even though its amount may not be. They may also be highly unpredictable, as is characteristic of central Drivers of variability for different ecosystem elements (upper section) and a selection of key targets for production (lower section) in arid lands Entity/output Variable input Comments Soil moisture Plant biomass Rainfall Soil moisture (Modulated through run-off/run-on, infiltration rates, soil texture and previous conditions) Strategies may increase (ephemerals) or decrease (perennials) the variability as expressed by the plants’ production. Often but imperfectly correlated with nutrient inputs Tends to be naturally pulsed due to native grazers’ (insects, kangaroos) responses to variability in forage supply and water (this variability is reduced in watered pastoral systems) Green growth – highly variable, drives ephemeral (including mobile) response. Other active growth resources of perennials such as sap – more constant permitting persistent strategies, Dead material – very constant, especially if stored, permitting remarkably stable detritivore populations Variable/mobile if prey depends on green growth (e.g. locusts or moorhens) but quite stable in certain habitats if prey dependent on perennial resources (e.g. sap-suckers for insectivorous birds) or detritivore pathway (e.g. termites for lizards, gryllacridids) Grazing pressure ‘Herbivore’ biomassA Food: plant material Carnivore biomassA Food: other animals Sheep/cattle productivity Nutritious food Free water ∼daily Bush tomato production Acacia seed production Specialist timber AA Soil moisture (nutrients/fire) Soil moisture Soil moisture Depends largely on green growth (though can persist poorly with dry matter) hence variable/mobile; for stability, pastoralist can manage for persistent species, primarily palatable perennial grasses or shrubs Pastoralist can implement infrastructure to provide water, most easily where there is ground water (else earth tank dams are ephemeral) Short-lived perennial hence very variable between years (though fire is an additional factor that can be managed). ‘Enhanced natural harvest’ (applying fire, water, nutrients at critical times) could reduce variability From longer-lived perennials so less variable annually (depends on flowering strategy), though peaks of production come from shorter-lived species; could focus on the longer-lived species? Long-lived perennials, so buffered and stable (but slow growing) if harvest rate is sustainable few larger animals only are also directly affected by water availability (Stafford Smith and Morton 1990, Proposition 9). Managing for variability in arid natural resources Australia for example, where the size distributions both of soil moisture pulses and of intervening dry periods are very skewed (Stafford Smith and Morton 1990). The fundamental nature of this distribution has long been recognised as explaining the lack of stem succulents in Australia, for example. The stem succulent strategy can cope with very dry conditions but depends on reliable re-charge every year, a condition that is safe in the north and central American deserts but not met in central Australia (Stafford Smith and Morton 1990). That is, succulents can cope with great variability, but not great unpredictability. As climatic unpredictability increases, so does the diversity of pulse and reserve patterns. As this diversity of niches increases, there is a corresponding expansion in the suite of plant lifehistory strategies that may be able to persist in response to different events and combinations of events, providing these combinations occur sufficiently often. Reynolds et al. (2004) modelled a specified set of strategies and showed how they would perform differentially in different climates, but did not reverse the question and ask what strategies in general could succeed and co-exist in these different probability distributions. This was the challenge raised long ago by Noy-Meir (1973): ‘An interesting aspect is the analysis of the different pulse-reserve strategies as optimised strategies in different environments.’ Animals are similarly exposed to variability (though often lagged and attenuated) through their use of plant or other animal resources (Table 1). Furthermore, rainfall is spatially heterogeneous at scales from individual local storm cells up to continental patterns. Consequently, many animals have the option of mobility, using pulses (similar or otherwise) that occur at different times at different places, essentially escaping in space (Noy-Meir 1974). Animals may practice local mobility by expanding their home range to encompass more of a sparse resource. For example, there is good evidence that hills provide sparse but reliable resources to dasyurids that live there, so that hill-dwelling species (e.g. Pseudantechinus macdonnellensis) survive in bigger home ranges but with less larger-scale movement than related sandplains-dwelling species (e.g. Sminthopsis youngsoni) (Gilfillan 2001; Pavey et al. 2003; Haythornthwaite and Dickman 2006). It is similarly known that other animals such as dingos, eagles, red kangaroos and camels have larger home ranges in drier areas or dry times (e.g. Norbury et al. 1994; Edwards et al. 2001). True mobility, as defined here, is when animals go well beyond a normal home range in order to find another location with higher resource levels. Such movements may be regular migration (effective where there are strong seasonal correlates with resource supply; e.g. rainbow bee-eaters [Higgins 1999]), opportunistic invasion (coming in from outside the arid zone in good times to exploit the temporary supply of resources, e.g. many water birds [Roshier et al. 2001; Kingsford and Norman 2002]), or true nomadism (moving around within the arid zone, given the scale and lack of spatial correlation in climatic conditions across the whole continent, as reviewed by Woinarski [2006]). Again, there is a series of trade-offs between the investment in travelling reserves for movement (and the rate of use of resources in making the move), and the probability of finding another location with active resources, all compared to the hardship of a low resource availability from staying put. Different organisms make different trade-offs in relation to the The Rangeland Journal 17 same resource pulse probabilities in space in a way that is analogous to their trade-offs in time. Various animal taxa such as rodents (e.g. Dickman et al. 1999) and locusts (e.g. Clissold et al. 2006) exhibit an additional strategy, which is to irrupt in plagues in response to good conditions (modulated by migration and predation; Dickman et al. 1999). The key to this strategy is survival between irruptions. Notwithstanding the difficulty of monitoring the low population phase, survival seems to depend on a continuum of alternatives between a retreat to better refugial habitat (e.g. Brandle and Moseby 1999) through to persistence as a sparse but widespread population (e.g. for locusts). Heterogeneity in space: landscape redistribution creates resource flows Even if rainfall were spatially homogeneous over homogeneous soils, actual soil moisture in different elements of a landscape would evolve differently, depending on water movement (NoyMeir 1973; Pickup 1985; Stafford Smith and Morton 1990; Ludwig et al. 1997; Reynolds et al. 2004). Thus, the probability distribution of soil moisture events on a run-on area is different to that of a neighbouring run-off area, adding to the diversity of niches that might be exploited within a locale; in practice, the differences are accentuated by (partially correlated) changes in soil texture and chemistry. Consequently, the vegetation of an arid-zone floodplain encompasses plants with a different balance of strategies to the vegetation of the nearby hills (e.g. Jurado 1990; Kratz et al. 1991; Pantastico-Caldas and Venable 1993). The degree to which these environments are differentiated depends on the scale of the run-off/run-on pattern, with permanent water tables and even semi-permanent desert wetlands occurring downstream at the largest scales. These patterns are often accentuated by the frequent correlation of resource concentrations such as those of nutrients with moving water, and of soil types with landscape position (Pickup 1985; Stafford Smith and Morton 1990). These forms of redistribution happen at many scales from metres through to whole catchments, but a particular outcome in arid environments is vegetation patterning at the characteristic scale of groups of local perennial plants, whether these are grasses or shrubs (Ludwig et al. 2005). Although a variety of more complex models have been proposed (Lejeune et al. 1999; Esteban and Fairen 2006), HilleRisLambers et al. (2001) show that the existence of spatial redistribution and a positive feedback between local plant density and water infiltration are the only theoretical requirements for self-organising pattern formation. However, the mechanisms for both redistribution and the feedback may vary in detail (e.g. local effects around groups of perennial grass clumps [Anderson and Hodgkinson 1997] or individual mulga stems [Dunkerley 2002] may be as important hydraulically as the overall grove structure). There are several other aspects of spatial resource distributions that may interact with water re-distribution at local (run-on/run-off patches) and regional (river floodplains, water tables and wetlands) scales. These include spatial patterning in rainfall inputs at local (chance storm patterns) and regional (bigger orographic effects, etc.) scales (e.g. Noy-Meir 1973), transport of dust and nutrients by wind (Hesse and McTainsh 2003), and fire patterns (e.g. Turner et al. 2008, this issue). 18 The Rangeland Journal While there are some geomorphic controls on aspects of spatial heterogeneity, all these factors mean that even the spatial pattern of heterogeneity varies over time. Heterogeneity modulated by other organisms Lastly, some emergent relationships among organisms arise as a result of the sum of all the above (particularly the scale issues). In particular, some organisms create niches for others, incidentally or mutualistically, and it seems that this occurs with respect to protection from resource limitations more frequently in arid biomes than other ecosystems. For example, Flores and Jurado (2003) show that records of nurse/protégé plant associations (where the presence of one plant facilitates the establishment or growth of another, of the same or, usually, different species) are far more common in arid environments than any other. These are strictly commensalisms in which seedlings benefit from the microenvironment created by adult plants with no apparent effect for the latter. However, Facelli and Temby (2002) show mixed facilitatory and inhibitory interactions according to the net effects of shade and root competition for annuals and shrubs in South Australia. Anthelme et al. (2007) show that nurse plant benefits are obtained from living plants in less arid areas but from dead plants at their most arid sites in Niger. Both of these studies suggest that once water becomes limiting, there is a trade-off between microclimate protection and water competition. Effects are not limited to plant interactions – Robinson et al. (2002) discuss the higher densities of protozoa found in plant generated ‘resource islands’; hydraulic lift by large trees has been shown to support microclimates for other organisms (Caldwell et al. 1998); and zebra finches have been seen to concentrate nest building under active kite and eagle nests, apparently to reduce predation pressures on themselves (Zann 1996). Some interactions may be true mutualisms, such as the presence of invertebrates around shrubs creating macropores that enhance infiltration (Ludwig et al. 2005) and larger mammals using trees for shade and thereby concentrating nutrients near them (Eldridge and Rath 2002). At larger landscape-engineering scales, the resource-capturing vegetation patterning noted above permits greatly increased diversity within the vegetation patches in many taxa including lichens and mosses (Eldridge 1999), plants and animals (Ludwig et al. 2004). Indeed the concept of deliberately supporting natural ecosystem engineers to reconstruct systems is gaining force with practical applications in arid zones (Ludwig and Tongway 1996; Byers et al. 2006). A variety of other interactions appears to be more common in arid zones than other systems, but these seem to be driven more by nutrients than variability in climatic conditions (Orians and Milewski 2007). These include ant-plant seed harvesting mutualisms (Giladi 2006); other ant interactions (e.g. Morton and Christian 1994); nutrient-rich micro-sites for germination of large-seeded species thanks to passage through a bird’s gut (e.g. Noble 1991); and higher incidence of nitrogen-fixing nodules on species that do not normally form these, e.g. in the Simpson Desert (O’Connor et al. 2001). It is likely that there are many other complex relationships awaiting discovery in arid lands, e.g. recent uncovering of the rich thrip fauna (Mound 2004). M. Stafford Smith et al. Finally one may note that plants and animals that persist through finding a mesic niche that is based on taking resources from other organisms that are themselves persistent (as in mistletoes on many arid zone trees, or sap-sucking lerps on river red gums and mulga, or lizards preying on termites) represent non-mutualistic interactions which are deleterious to the prey, but nonetheless contribute to dampening down the variability signal for many organisms (Stafford Smith and Morton 1990). Animals also graze or otherwise prey upon plants, so patterns of variability in this predation also matter. For most of the Australian landscape, grazing pressure historically would have lagged plant growth except in richer niches (even when large marsupials were around they were probably confined to the richer parts of the landscape, leaving a legacy of thorny responses only in plants like Acacia victoriae and Capparis spp. that inhabit such niches). Cingolani et al. (2005) show that plant life-history strategies are likely to interact with large grazers in different ways in Australia compared to continents with long histories of ungulate grazing. Responses to variability The ecological processes discussed above drive a series of well documented but not recently re-synthesised basic life-history strategies and multi-species interactions (Ross 1969; Westoby 1980; Barker and Greenslade 1982; Morton and James 1988; Stafford Smith and Morton 1990; HilleRisLambers et al. 2001), which we now re-visit in order to seek generalities. Strategies of individual species Individuals trade off the rate of use of the resource pulse while they are active against their rate of use of the resource while inactive, in such a way as to maximise the chance of genetic survival over a series of variable pulses. Classically, the extreme strategies are characterised by (i) a perennial plant which grows relatively slowly during a pulse because it is investing substantially in roots to ensure its supply continues between pulses; and (ii) an ephemeral that invests mostly in leaf rather than roots so that it grows rapidly but then dies, after seeding heavily as soon as the limited volume of soil that its roots can access begins to dry. In reality, there is much greater diversity in responses than implied by the perennialephemeral dichotomy. Perhaps the best exposition of the individual species strategies (though self-admittedly biased to the view of a plant ecologist) was provided by Imanuel Noy-Meir, who distinguished annuals, perennial ephemeroids, fluctuating persistents and stationary persistents among plants (Noy-Meir 1973, pp. 42–44), and annuals, ephemeroids, opportunistic migrators, refuging persistents and non-refuging persistents among animals (NoyMeir 1974, pp. 197–199) (as well poikilohydrics among both). The discussion above shows that there are essentially two functional elements in the responses of individual organisms: (i) how to respond to a particular frequency distribution of resource inputs over time (primarily soil moisture for plants, but various foods that are themselves influenced by these factors for animals); and (ii) how that temporal frequency distribution varies spatially at various scales and whether this creates additional strategy options. We summarise these into five key Managing for variability in arid natural resources functional strategies (Table 2), noting that organisms can adopt a variety of combinations and intermediates. We omit NoyMeir’s separation of ‘ephemeroids’ and ‘fluctuating persistents’ (which really occupy intermediates between ephemerals and insitu persistents functionally, more inactive in dry times than leafed perennials but able to respond faster and more often than true ephemerals in small pulses). We distinguish the functional difference between nomads, that operate only in the desert, and exploiters, that come in from outside, again noting that this is a continuum from deep desert nomadism, through regular use of the semi-arid margins, to short incursions altogether from outside. We also observe that plants can be refuging persistents, but we do not include a separate irruptive strategy for animals, since its functional attributes are captured on the continua between ephemerals and persistents, and between refuging and in-situ persistents during the non-irruptive phase for different taxa. Table 2. The Rangeland Journal 19 It is worth noting that the scale of response of strategies in time and space is potentially continuous, and also interacts with the scale of the organism. Small organisms with fast turnover can exploit more (smaller) niches than large organisms, and have more opportunities to find a mesic site as a refuge than a large organism. Since organisms that persist locally need to invest in extensive resource harvesting structures (e.g. trees, termite colonies) or home ranges (e.g. dingos), these are usually larger organisms (including the size of colonies for termites or ants). So the strategies become confounded with size. This observation is important, because smaller organisms usually have shorter life spans and are therefore exposed to variability on a different characteristic temporal scale to larger organisms. Multi-species and community-level responses Beyond the individual strategies, there are two general functional ways in which individuals of the same or different species Summary of key response strategies to variability in time and space in desert organisms, emergent multi-species relationships, and their key weak points Response to variability In-situ persistents Persist by harvesting sparse resources widely, plants through extensive root systems, animals through large home ranges or social networks or low metabolism Refuging persistents Avoid variability by specialising into (usually small) richer niches, plants by preferentially occupying watercourses and run-on areas, animals by becoming very small or occupying home ranges with or in waterholes Weak points • Interruption to investment in reserve or harvesting network (especially in small pulses) • Decline in density of sparse resources • Extreme events (beyond ‘insurance’) when propagules or re-colonisation still needed • Competition from ‘less expensive’ strategies if variability is lessened • Damage to niche resources • Competition from exploiters Ephemerals Build reserves to survive poor times in an inactive form, but compensate by growing fast in larger resource pulses • Interruption to investment in dormant phase (seeds, etc.) • Interval between pulses becomes too long for reserve survival Nomads Be nomadic within the desert among potentially shifting and widely spread resource-rich (pulse) locations • Connectivity or asynchrony between pulse locations disrupted • Competition from exploiters (e.g. weeds) in pulse locations Exploiters Be exploitative of resource–rich locations or times in desert regions from a base outside the desert • Must survive between events in competitive environment outside desert Emergent multi-species modes of organisation Facilitation Benefit from effects of (or by harvesting resources from) other persistent organisms Self-organising communities Self-organise to build a greater local concentration of resources – many individuals of one or (usually) more species structured to trap resources, particularly through interrupting overland flow of water • Damage to facilitatory organism • Disruption to ability to regulate resource flow • Loss of (usually one) dominant structuring species • Reduction in resources to point where benefits of flow control become marginal • Increase in resources to point that other organisms compete without flow regulation Asynchronous co-existence Species co-existing in the same place at different times due to different pulse patterns through time • Reduction in temporal variability Micro-allopatric co-existence Species co-existing nearby in different places at the same or different times due to different pulse patterns in space • Reduction in variability across space 20 The Rangeland Journal M. Stafford Smith et al. may interact to handle variability. These are not evolutionary strategies but are multi-species modes of organisation from which additional options emerge for the strategies already mentioned. First, one individual may facilitate the existence of the other; this facilitation may be an incidental commensalism as where a perennial provides shelter which assists another seedling to establish with no evident impact on the nurse plant; it may be a parasitic or predatory interaction, where one organism benefits from the other; or it may be a true mutualism. A successful persistent essentially provides a less-variable niche for another organism; Stafford Smith and Morton (1990) argue that this results in greater stability than might be expected for some elements of higher trophic levels, at least at the scales that permit this, but this is also true for some plants (such as mistletoes, most obviously). Functionally, whether the interaction is mutualistic, parasitic, predatory or neutral for the facilitator, in all cases of facilitation, the facilitated organism depends on the successful establishment of another, usually a persistent. The second type of interaction is more complex, where a set of individuals self-organise (initially by chance but with positive feedback) to concentrate the limiting resource in the environment. This engineering of the environment again results in the organisms experiencing less variability than would otherwise be expected, but this time multiple individuals and usually multiple species (often both plants and animals) are involved. Although the classic examples of this such as mulga groves or perennial plant patches involve plants, animals obviously benefit from these community-scale interactions (e.g. Schlesinger [2000] found skinks [Ctenotus spp] to do better in the higher cover provided in mulga groves). Indeed, animals are often an important part of the community feedback mechanism, as with macro-pores created by macro-invertebrates enhancing infiltration around chenopod patches (Ludwig et al. 2005). In a more explicit example, mistletoe birds act as an agent of under-dispersal for mistletoes, which then creates a resource rich clump for the birds in a self-reinforcing feedback, which in turn affects a wider community of mistletoe species, hosts, and frugivores (Reid and Stafford Smith 2000). It is harder to think of a purely animal-mediated mechanism with positive feedback, but this certainly occurs in the realms of human enterprise in arid regions. The key functional characteristic of self-organising communities is that there must be some positive feedback mechanism concentrating (and usually reducing the variability of) an otherwise sparse resource. one or more of the following ways, in which the second and third are the important emergent modes of organisation not yet discussed: • Penecontemporaneous exploitation – coexistence on the same resource pulse. Chesson et al. (2004) have shown the narrow outcome that more than one strategy can exploit a single pulse stably; of course, if this were the only mechanism, it would still result in very low diversity (omitted from Table 2). • Asynchronous co-existence, where strategies in the same location benefit differentially from different types of pulses (with ancillary effects from temperature, nutrients, etc.) for active growth, such that no type of pulse is absent for so long that the reserve phase (seed, root, absent nomad, etc) of each species is actually destroyed. • Micro-allopatric co-existence, where different parts of the landscape favour different strategies because the resource pulses are expressed differently (though note that this effect may be more on the relative abundances of strategies than their absolute presence and absence because most event types likewise change in frequency rather than absolute occurrence; hence there will often be more effects on compositional rather than structural diversity of vegetation). • Facilitation and self-organised communities, because these provide support for organisms that would be less successful if the variability of the resource pulses was not moderated by the ‘engineering’ effects of the facilitating organism or self-organised structure (see above); this is the source of biological (as opposed to physical) niches for refuging persistents (as well as nomads and exploiters). Thus, the diversity of pulses over time maintains asynchronous co-existence, while it is the fine-scale processes of landscape re-distribution over space that maintain micro-allopatric coexistence. In terms of species interactions, an extensive international literature (with which Australia was never greatly involved) argued that variability meant that these systems were non-equilibrial, so that there were no biotic feedbacks between predators or grazers and their ‘prey’ (see Behnke and Scoones 1993). However, this was clearly not true in some places at some times, and the debate has now been resolved in favour of a view of the systems as dis-equilibrial – that is, continually buffeted away from an equilibrium but nonetheless with significant biotic controls (Vetter 2005). This is in line with the view taken here, where the different strategies, furthermore, are differentially likely to be subject to such controls over time and space. Co-existence of strategies The five individual strategies may be summarised as tolerating or avoiding resource shortages, in time or space, while the two multi-individual responses provide ways in which individual strategies may cascade to affect others. The diversity of these with respect to the categories of spatial and temporal heterogeneity in drivers then largely determines landscape-scale diversity. The ways in which each strategy is made viable translate readily in to an analogous analysis of the ways in which each strategy is most easily threatened (Table 2, column 2). This then provides an indication of the different ways in which management is likely to disrupt the system. The five individual strategies (Table 2) represent the extremes of alternative responses to variability on various continua, with well defined trade-offs that determine their relative successes in the face of different driving (resource inputs, Table 1) and contextual (landscape structure, other organisms, etc) conditions. Coexistence, and consequent landscape-scale genetic diversity, results from facilitation and self-organising communities, but is additionally determined by the diversity of these driving and contextual conditions over space and time. Hence, co-existence at a landscape scale occurs in Weak points in the system Managing for variability in arid natural resources Five actions create weak points (WP) at landscape scales for organisms adapted to variable environments: WP1. Disrupt investment in reserves – if persistents and ephemerals do not invest sufficiently in reserves (root systems for perennial plants, fat or food storage systems and social networks for persistent animals, and propagules for ephemerals) this reduces their ability to survive through a dry time. More subtly, the competitive advantage of in-situ persistents is partly built on their ability to be active in small pulses during otherwise dry times, and harvesting them at this time can damage this competitive advantage. WP2. Damage niche resources – for refuging persistents, the maintenance of their refuge is crucial; in the longer term, some degree of connectivity between refugia (in space for animals, in time for plants and their seeds) is required for the species to persist through inevitable local extinctions. WP3. Destroy key species – facilitation and self-organising communities depend on the maintenance of one or a few key species (usually persistent plants). WP4. Direct damage to resource flow management – the resource flow controls can themselves be damaged in the case of the self-organising community, for example where animal tracks cut channels through mulga groves. WP5. Increase mean resources or reduce their variability – an increase in resources or a stabilisation in their variability can remove the competitive advantage of the investments of most strategies (also undermining selforganising communities, and asynchronous and microallopatric co-existence), particularly favouring exploiters such as weeds and pests. The effects of increased anthropogenic CO2 may already be changing the effective availability of water. These landscape-scale impacts are embedded within larger scale processes that create four additional weak points. WP6. Degrade ‘pulse network’ – nomads depend upon the maintenance of a network of locations where resource pulses may be occurring; if that network is thinned by the loss of individual scattered locations, or the connectivity between locations is degraded, at some point this network quite suddenly becomes dysfunctional. To a lesser extent, exploiters also depend on this, although the coherence of the network is less crucial to them as long as they can fall back outside the desert regions. WP7. Reduce mean resources – in-situ persistents obtain their competitive advantage by living mostly ‘close to the edge’ in terms of investing in harvesting sparse resources that others cannot. Hence, relatively small declines in the availability of these resources can strain their resource harvesting capabilities too far, whether the decline is caused by climate change (e.g. slight drying) or management (e.g. moderate but uniform grazing). WP8. Extend periods of low resources – both ephemeral and insitu perennials are susceptible to an extension in the return times of pulses, either through climate change or through management that alters the return time of pulses (e.g. water extraction on ephemeral rivers). WP9. Change spatial asynchrony – nomads must not only have a network of locations where pulses occur, but these pulses must The Rangeland Journal 21 also be occurring reasonably asynchronously so that there are always some resource-rich sites available. Large-scale climate patterns over arid Australia mean that when eastern Australia is experiencing drought the west tends to be wetter and vice versa at present; however, there is some evidence that this asynchrony has not always occurred (Allan 1991). At least in principle, this could affect the survival of a pure nomad strategy. How do these weak points derived from first principles intersect with management practices? Management and policy for desert natural resources subject to variability There are two main types of management goals in arid zone environments, which may be paraphrased as ‘maximising’ production from a small set of products, or ‘maximising’ diversity of (usually) species. In practice, the main example of the former is pastoral production and the products are beef or wool, but there is a range of other products to be considered similarly, including the outputs of specific bush-products industries and visitor experiences in the tourism industry. Likewise, the main example of the latter is conservation management, although one might argue that traditional management of country by Aboriginal people similarly aimed (deliberately or otherwise) at maintaining a diversity of resources. These goals are generally incompatible on a single small block of country, though Morton et al. (1995b) have argued that they can be resolved at a regional scale (see below). Here, we will first consider them locally. The goal of maximising the (long-term) production of specific products means deliberately trying to reduce the variability experienced by one set of organisms in order to focus on their production. Whether these are sheep and cattle, or bush foods or even tourism (Table 1), the key issue is to understand what effects management is likely to have on system function and identify which effects are likely to be deleterious to the production goal. Management to maximise sustainable pastoral production Sheep and cattle depend on forage and water. Provision of water has of course been one key to pastoral industry development right across Australia (James et al. 1999), but is not the focus of this paper; however, it has resulted in a much more homogeneous grazing pressure for plants over time, thereby reducing the variability that they experience (Stokes et al. 2006). In fact the effects of unmanaged stock persisting on country and seeking out the best production in space and time can be caricatured as eating off the perennial plants’ reserves (weak point WP1), grazing out the refuges (WP2), in some cases eating out key species (WP3), and removing cover from or trampling channels through self-organised resource flow systems (WP4). If these effects happen over wide areas, they will trigger WP5, WP6 and WP7 as well. The saving grace in the past was that the lack of surface water meant that this only occurred over some of the country. Given drinking water, a stable forage supply is a key influence on the level and consistency of beef or wool production. The variability of the forage value of natural pastures is minimised if palatable perennials are their main component (invoking 22 The Rangeland Journal M. Stafford Smith et al. facilitation by these perennials in favour of the livestock). The alternative of ephemeral pastures is more variable and necessitates external subsidy (e.g. supplementary feeding) to obtain the same production consistency (or impracticably rapid changes in stock numbers to track the forage availability). Thus, a crucial long-term goal for grazing enterprises is to manage for the best levels of reasonably palatable perennial pasture (e.g. Partridge 1999). The major issue with this is that the perennials grow relatively slowly and need to invest a significant proportion of their carbon assimilation in roots to maintain their water harvesting safety net for dry times. The shorter-lived ones (most forage species) also need to be able to direct significant resources to their seed reserve. Thus, overgrazing them while they are making these investments will run down the system in the long-term (e.g. chenopods [Hunt 2001]; grasses [Hacker et al. 2006]); indeed it often helps to have a modest proportion of fast-growing ephemerals mixed with them to take some grazing pressure during the main growing season. In terms of long-term pasture composition, even moderate grazing of palatable perennials also clearly risks disadvantaging them in comparison to other similar but unpalatable strategists, whether grasses, shrubs or trees (‘woody weeds’). To balance this effect, fire management is an important consideration not extensively covered in this paper. Finally, various introduced weeds and feral animals are notably successful in rangelands, for two qualitatively different reasons that point to different approaches to their management. Some succeed by handling the existing variability, being competitive because of release from predators or diseases, or because they have claimed a niche unoccupied by native species (cats, rabbits, couch grass [Cynodon dactylon] may be examples of these). Others succeed because of management and disturbance that upsets the natural variability, for example because of the availability of persistent artificial waters or homogeneous grazing pressures around these waterpoints (e.g. Ward’s weed [Carichtera annua], Arabian grass [Schismus barbatus]; Landsberg et al. [2003]). This category parallels native species that have expanded in the arid zone, such as galahs and various ‘woody weeds’. Many regional best-practice approaches to grazing management have implicitly identified such risks – some examples driven by practitioners are summarised in Table 3. There are also scientific studies (e.g. Foran et al. 1990; Partridge 1999; Ash et al. 2001; Fisher et al. 2004; Sullivan et al. 2006), examples embedded in plans for specific regions (e.g. Marree SCB District Plan 1997), and recent individual property case studies (e.g. LWA 2006). Some of these are very early – as long ago as 1896, Peter Waite (cited in Lange et al. 1984) made the need for spelling clear: ‘the intelligent lessees find it necessary to spell country after it has been stocked for a time’. There are also many short treatments in the popular literature – for example, Cole (1994) sets out the essence of sustainable grazing: ‘The challenge in the [Riverina] rangelands is to match pasture production with a stocking rate that will ensure long-term survival of the important perennial grasses’. The best-practice publications provide recommendations in four broad categories, as noted in Table 3. Categories (iii) and (iv) have important implications for how grazing affects the resource base, which can be summarised as delivering an improved ability to control the timing and regularity of grazing pressure in space and time. In particular, larger sheep and more resilient breeds of cattle allow these animals to survive dry Table 3. Key recommendations about (i) managing the temporal and spatial distribution of grazing pressure, and (ii) direct management of the natural resource, from a series of sources based mainly on pastoralists’ experiences in different regions of the Australian rangelands Note: most also had recommendations on (iii) whole property management and planning, financial management and marketing, and (iv) animal husbandry, breeding and genetics, which are not included in this table. See also Partridge (1999) and related volumes, Campbell and Hacker (2000), Quirk and O’Reagain (2003), LWA (2006) as more scientific or generalised products that tend to highlight specific elements above Source (i) Plant-animal management (ii) Plant-soil management Atartinga, southern NT (Purvis 1986) • Light grazing • Spelling (12 months on 5-year cycle) • Good water distribution • Ponding and cover to retain water on landscape • Fire to manage dense shrubs Middleback, SA (Lange et al. 1984) • Conservative stocking rates • Sub-division, reticulation and controlled access to water Goldfields, WA (NEGKLCD 1993) • Manage total grazing pressure • Conservative stocking rates • Strategic spelling for natural regeneration • Water-harvesting to restore degraded country • Fence to land systems Annean, WA (Morrissey and O’Connor 1989) • Conservative stocking rates • Rotational grazing (spell chenopods in summer, grasses in winter, occasional 12-month spell) • Fence on land system boundaries • Cultivate for water infiltration and plant establishment Merino Downs Qld (McCormack 1989) • Low stocking rates for more wool & lambs/head • Hay forage stored as a reserve to allow spelling in summer growing season • Sheep and cattle rotated (for their different impacts) • Control run-off with grass cover Beef-Up Forum, Biloela, Qld (Schulke 2007) • Safe utilisation rates (match stocking rates to feed) • Early growing season spelling • Manage when and where animals graze • • • • Monitor land condition Fire to manage tree-grass balance Fence riparian/sensitive areas Weed prevention Managing for variability in arid natural resources and hot times better and to graze over larger areas. Categories (i) and (ii) relate more directly to the natural resources; the recommended types of actions in these categories may be summarised as: • Maintain conservative stocking rates (with various guidelines for what this means, especially in terms of appropriate long-term utilisation rates [Johnston et al. 1996; Hall et al. 1998]), taking care to count total grazing pressure including uncontrolled grazers – this particularly addresses WP1, but also WP2, WP3, and WP4; however steady stocking rates may trigger WP5 by homogenising grazing over time. • Apply spelling and rotational grazing to paddocks (especially in the early growing season/pulse) – this action particularly addresses WP1, but must be tailored to the species involved (see Müller et al. 2007). • Spread grazing evenly in space, with small herds or flocks per water point – this helps with WP1 and 2 but triggers WP5 (and possibly WP7). • Fence on land system boundaries, and fence off riparian and other sensitive areas – this addresses WP2, but can exacerbate WP5. • Control run-off with adequate levels of grass cover – this addresses WP4 before damage has been done. • Cultivate soil or build ponding banks for water harvesting and restoration – this addresses WP4 in particular, especially after damage has been done. • Use fire to manage the shrub-grass balance – this helps to counteract the impacts of WP5. Many other factors affect the exact ways in which these practices should be applied locally. Such factors include soil type, landscape heterogeneity, nitrogen content, and the tradeoff among available perennial species. However, it can be seen that pastoral best practice should address all weak points (and codes that do not do this should be suspect), even though some cannot be resolved solely at a property scale. Management to maximise other sustainable production systems Although other production systems (Jones and James 2006) are very much in the minority in desert Australia at present, it is worth asking what lessons might be drawn for them, particularly the nascent bush-products industry (Salvin et al. 2004; Morse 2005) (Table 1). First, it is apparent that longerlived perennials are a better base for any industry looking for stability in production over time – an attribute met by acacia seeds, Quandong and speciality timbers. Such industries must be aware of the same weak points as for palatable perennials under grazing – sustainable production will depend on not disrupting the growth and reserve replenishment cycles (although in the case of seeds, artificial propagation could substitute, and indeed sandalwood production is moving to plantations). Second, in the absence of horticulture of some sort, industries based on wild harvest of shorter-lived species such as bush tomatoes will be more variable. These industries need to be wary of managing the seed supply, or replenishment of root stocks (evident to Aboriginal wild harvesters as shown by their practices). Logically one might look to exploit other sources of less variable production such as termites, lizards, The Rangeland Journal 23 and parasitic fruits such as those of mistletoes, as indeed Aboriginal people traditionally did; however these have not caught on today (other than chocolate-coated honey ants in small quantities!). There are few best-practice guidelines for these other systems (however, see Jones [2001] and the Sandalwood Research Newsletter [2007] for sandalwood; there is also much active research on bush foods). As these are developed, the weak points should be considered, in order that their management may emerge more rapidly for these uses than the century or so that it has taken in grazing guides. Lastly, there are various intensive-production systems such as irrigation horticulture and mining. These are small in geographic scale and outside the scope of this paper, but it is notable and appropriate that restoring natural flow management to the environment (WP4) has been adopted as a key approach to assessing best-practice management in mining rehabilitation, using Landscape Function Analysis (Tongway and Hindley 2004). Management to maximise diversity for conservation Management for conservation has (or should have) very different goals to that of sustainable production. The idealised goal for conservation is to maintain the full diversity of organisms and hence life-history strategies, as well as their emergent multispecies modes of organisation. Arid zone conservation must thus aim to maintain the temporal and spatial variability of drivers such as rain, fire and grazing, while accounting for the degree to which the effects of fragmentation and other land uses reduce this variability, in parallel with recommendations for forests (e.g. Lindenmayer et al. 2006). Stafford Smith and Ash (2006) distinguish broad categories of selective forces maintaining biodiversity regionally, some of which cannot be maintained on protected areas by themselves. They therefore identify four complementary approaches to regional conservation management in rangelands, as: 1. Protecting focal areas, which account for substantial background biodiversity, and particularly take care of (in our terminology here) refuging persistents. 2. Maintaining connectivity between focal areas, which allows nomads (and exploiters) to move to and between reserves, and on a longer timeframe allows any persistents (or ephemerals, although these are usually more vagile) that occasionally become locally extinct to re-invade. 3. Maintaining diffuse selection processes based on landscape structure; this refers mainly to the factors that allow selforganising communities to establish widely, and supports a key driver of micro-allopatric co-existence. 4. Maintaining diffuse selection processes based on driver heterogeneity; this refers to landscape-scale spatial and temporal diversity in the drivers, particularly rainfall and fire, but also herbivory and predation; this addresses the hardest weak point to conceptualise, WP5, and supports asynchronous co-existence. The facilitation strategy is not greatly in evidence, perhaps because it occurs at a scale that is fine enough that general reserve management is sufficient. Surprisingly, there seem to be no general operational bestpractice manuals for arid zone conservation comparable to the 24 The Rangeland Journal grazing manuals. Best practice for conservation reserves is mostly expressed through the medium of park strategic plans (e.g. NSW NPWS 1996; DEH 2006, among many others) which tend to specify actions and goals without often articulating any underlying principles about how landscapes function. The key features that these have in common are: more or less adequate zoning of different land uses; controlling feral animals and weeds; usually managing fire and erosion; sometimes management of specific endangered species; as well as a major emphasis on visitor experience and management, and increasingly joint management with Aboriginal custodians. In terms of impacts on organisms’ weak points, these goals on dedicated reserves translate to: • Maintaining the diversity of selection pressures, particularly with regard to variability over time and space (i.e. avoiding WP5, WP6, WP9) – thus for example, it is undesirable to regulate flows on river systems such as those of the Lake Eyre Basin (Jenkins et al. 2005) or permit invasion by buffel grass (Clarke et al. 2005) or irrigate (large) patches of environment to support an individual species. • Avoiding the pressures that occur on pastoral lands (thus addressing WP1–WP5) – grazing which debilitates the ability of palatable perennials to establish their reserves, particularly the very palatable species (necessarily lost on pastoral lands). This generally means removing feral grazers, and ensuring that native grazers are subject to natural variability in their populations. This may not be the case for kangaroos in the absence of predators such as dingos, and also requires the closure of most artificial waters. • Looking after local refugia that are critical to those organisms retreating to these (WP2); these are generally already a focus for conservation activity (Morton et al. 1995a), although an added priority is to focus on organisms (most obviously longlived trees) that provide stabilised environments for many others. • Managing the competitive effects of weeds (Grice 2006) and feral animals for their grazing pressure and predation (Edwards et al. 2004) (again addressing WP1–WP5); the difficult issue of setting priorities for these could be assisted by considering how much they are upsetting the natural variability of driving forces. In practice, most conservation reserves contain land management activities related to Aboriginal traditional owners and tourists, and anyway are too small to ignore the effects of surrounding off-reserve land uses. The necessary close engagement of human use with conservation is beyond this paper (e.g. see Tremblay 2008, this issue), but must play out at multiple scales. Within parks, the involvement of land managers (particularly in joint management with Aboriginal custodians) as well as land users (particularly tourists) is a rapidly evolving arena that should take note of principles by which the environment operates. Tourism as a land use has characteristics in common with other production systems – generally seeking a consistent visitor experience that, in its lowest common denominator form, involves homogenising impacts just as much as grazing production. As noted above, the usual solution to this within parks is thoughtful zoning, based on understanding the weak points. M. Stafford Smith et al. Scaling up to link humans and the environment Zoning is also recommended by Morton et al. (1995b) and Biograze (2000) in order to integrate production and conservation at the regional scale. In terms of the present analysis, these recommendations aim to: • Maintain sufficient areas without heavy production pressure (harvesting, grazing or trampling) so that in-situ persistents can invest in their reserves; • Avoid damage to self-organising communities everywhere; • Protect refugia for refuging persistents; and • Support connectivity and the maintenance of diffuse processes at the landscape scale over large areas. This requires a hierarchical approach to zoning, with guidelines that are nested and increasingly specific as one moves from the scale of the region to the ‘property’ (or park, etc.) to the local management unit (e.g. paddock) scale. The question of how many resources to invest in the different types of actions remains a poorly analysed trade-off; Stafford Smith and Ash (2006) propose an approach to this. Conclusions The purpose of this paper has been to systematise what we already know about the role of variability in arid environments, with a focus on what variability means for the management of these environments in Australia. The discussion has perforce still been in generalities since there has been no successful systematic effort to model how the responses of specific detailed strategies to specific temporal distribution patterns of drivers lead to different optimal strategies in different environments, an effort that is now underway (McAllister and Stafford Smith 2006). However, we have seen why certain types of recommendations are universally important for management of variable arid environments. Best-practice guidelines already usually encompass all of these; to be comprehensive in the future, all these factors should be critically assessed as to their significance for any given environment, and only omitted after due consideration. The basic types of grazing management recommendations have been around for more than a century and are based on the fundamental ways in which these environments function. Yet, there is plenty of evidence that we do not manage these environments perfectly, whether for production or conservation. The issue of why some recommendations may be harder to follow consistently than others is discussed elsewhere [e.g. long return times, difficulties in monitoring and attributing changes in variable environments, slow social learning, the effects of discount rates (Stafford Smith et al. 2000, 2007)]. However, understanding the functional significance of the recommendation is part of the raised awareness needed to counter these difficulties and to identify the slow variables that are most significant to rangeland management. The thesis of this paper has been that highly variable resource inputs result in particular biotic response strategies; and that these responses must be understood for successful management of natural resources in arid lands. In fact, the same diversity of responses and weak points is likely to be relevant to other entities dealing with variable inputs, common in dryland environments Managing for variability in arid natural resources (Stafford Smith 2008, this issue) whether it is the livelihoods of small businesses, or the settlements that depend on these, or many other arid zone institutions. Hence, we may expect similar approaches to coping with variability by such entities. This will be the topic of other papers. 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