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Journal of the Torrey Botanical Society 127(4), 2000, pp. 291-299 Population dynamics of Ceratozamia matudai Lundell (Zamiaceae) in el Triunfo Biosphere Reserve, Chiapas, Mexico1 Miguel Angel Perez Farrera, Pedro F. Quintana-Ascencio, and Benito Salvatierra Izaba El Colegio de la Frontera Sur, Apartado Postal 63, San Crist6bal de la Casas, 29200, Chiapas, M6xico, Andrew P. Vovides Apartado Postal 63, lnstituto de Ecologfa, 91000, Xalapa, Veracruz, Mexico. PEREZ-FARRERA M. A., P. F: QUINTANA-AscENCIO, E. B. SALVATIERRA lzABA (Colegio de la Froniera Sur, Apartado Postal63,San Crist6bal de la Casas, 29200, ClIiapas, Mexico) AND ANDREWP. VOVIDES (Apartado Postal 63, Instituto de Ecologfa, 91000, Xalapa, Veracruz, Mexico). Population dynamics of Ceratozamia matudai Lundell (Zarnaceae) in el Triunfo Biosphere Reserve, Chiapas, Mexico. J. Torrey Bot. Soc. 127:291-299. 2000.-We describe Ceratozamia matudai geographic distribution, its basic demographic parameiers, and the association of these parameiers with environmental factors. A species survey and a review of herbarium collections indicaled that C. matudai occurs only on the pacific slopes of the Sierra Madre of Chiapas, Mexico. ~o censuses (1998-1999) were performed in a PineCupressus forest in the core zone of the Triunfo Biosphere Reserve, and a Montane Rain Forest in its buffer zone. Neighboring floristic composition, soil depth, and slope around marked and mapped C. matudai individuals in each sire were described. This species showed a clumped local distribution on shallow soils on steep slopes. Individuals showed differences in amount of leaf production, trunk diameier, and height between sires. Neighboring species composition affecled seedling mortality. Because of its low numbers and limiled range we recommend a status change in its IUCN caiegory to endangered. As with other cycads, C. matudai can reach high market values. Ex-situ propagation of this and other species may provide incentives among local peasants for conservation of the natural populations and its habitat. Key words: Cycad, Ceratozamia matudai, population dynamics, persistence, endangered species. !., Cycads are a long-lived group of plants considered ancient and primitive (Crane 1988; Eckenwalder 1980a). About 240 species have been reported worldwide (Osborne et al. 1999). In Mexico there are over 40 speciesof cycads, making Mexico second world wide in cycad diversity (Vovides, in press). Among these species80% are endemic to this country (Vovides & Iglesias 1994) and 40% restricted to the southern state of Chiapas. In Chiapas most cycads inh~bit tropical 1The research was supported by Fauna and Flora lnternacional (96/64/15; MAPF), Fondo Mexicano para la Conservacion de la Naturaleza (B2-134; MAPF), U.S. Fish and Wildlife Service (G99-350; MAPF), MAB- Tropical Ecosystem Directorate (sin; MAPF), CONACYT to APV (1837P-N9507 and 29379N) and a fellowship to MAPF (114869) from El Colegio de la Frontera Sur. We thank Alejandro Hernandez Yanez and the staff at The Triunfo Biosphere Reserve, lnstituto Nacional de Ecologia. T. Milledge, J. De La Cruz Rodriguez, M. Evangelina L6pez Molina, R. Hernandez Jonapa, J. Zaragoza, C. O'Brien, R. Ornduff, N. Ramirez Marcial and D. B. Clark provided invaluable help. 2 Current address: Escuela de Biologia, Universidad de Ciencias y Artes del Estado de Chiapas, Calzada Samuel Le6n Brindis 151, Thxtla Guti~rrez, Chiapas, Mexico, 29000. Received for publication July 26, 1999, and in revised form July 20, 2000. rain forests and montane cloud forests where they are threatened due to habitat deterioration, and current expansion of agricultural fields and coffee plantations. Even populations in protected areas are disappearing becauseof escapedfires and illegal harvesting (Vovides 1990). Ceratozamia matudai Lundell is an endemic cycad of the Sierra Madre of Chiapas. Its conservation status is considered to be vulnerable according to International Union for the Conservation of Nature (Vovides et al. 1997a,Osborne 1995) and the species is protected by Mexican law (Diario Oficial de la Federaci6n 1994). Remnant populations of this ~ies are threateneddue to the replacement of forest by coffee plantations in the Soconusco region (Schutzman et al. 1988). Few studies have reported population parameters of cycads. Population studies of cycads have described some aspects of their life cycle, phenology, pollination and seed dispersal (Clark et al. 1992; Norstog et al. 1992; Vovides 1991a; Tang 1988). Negron & Breckon (1989) and Vovides (1990) described the population structure of Zamia debilis L.f. ex Aiton and Dioon edule Lindl. respectively. They found survivorship reverse "J" or Deevey type III curves associated with high seedling mortality. The study of Alejandre et al. (1990) of Ceratozamia mexicana 291 292 JOURNAL OF THE TORREY BOTANICAL Brongn.:described the effect of moisture and forest stand conditions on the survival of this species. They observed a positive association between cycad number, mostly seedlings and juveniles, and tree density. The knowledge of the life history and the influence of physical and biological factors on population growth of endangeredtaxa provide valuable information for their management and conservation (Shemske et al. 1994; Donalson 1995; Menges 1986; Henifin et al. 1981). The goals of this study were: (1) to describe Ceratozamia matudai distribution along the Sierra Madre, Chiapas; (2) to describe its demographic characteristics, such as local spatial distribution, and structure in two populations in El lliunfo Biosphere Reserve, Chiapas, Mexico; (3) to contrast population dynamics of C. matudai in an area without noticeable disturbance in a forest dominated by Cupressus lusitanica Carr. ("Bosque de Confferas'') with another with palm and wood harvesting in a Montane rain forest ("Bosque Mes6filo de Montana"; nomenclature follows Rzedowski 1978); and (4) to analyze C. matudai neighborhood composition and its demographic effect. Species Description. Ceratozamia matudai is a dioecious small palm-like plant 16-50 cm tall (Lundell, 1939) with a single aboveground trunk, pinnate leaves spirally arranged forming an open crown. The male cone is green when immature becoming light yellow to light brown at dehiscence. The female cone is decumbent, light green when immature, and yellow at maturity. The species is entomophilous with Langurid beetles transporting pollen between cones (Perez Farrera, personal observation). The seeds are consumed by rodents (Peromyscus sp.), and peccaries (Tayassu sp.) which may disperse them occasionally. Larvae of Eumaeus debora causesvariable damage to its leaves (Perez Farrera, pers. observ.). Materials and Methods. STUDYSITE. This study was conducted in two sites on the upper Pacific slope of the Sierra Madre de Chiapas, in Triunfo Biosphere Reserve, Chiapas, Mexico. These areasare characterizedby steep slopes and represent the habitat spectrum of Ceratozamia matudai in the region. A population in an open forest dominated by Cupressus lusitanica Carr. and Pinus maximinoi H. E. Moore ("Bosque de Coniferas") was located in the core of the reserve, about 30 kIn north of Mapastepec,Chiapas (15038'10" N, 92048'17 W; 1800 m of altitude). This site did not show any evidence of recent SOCIETY [VOL. 127 human disturbance. The prevailing weather is temperate with humid summers (2870 mm total mean annual precipitation; 21 °C mean annual temperature; 1992-1998 weather data from Finca Prusia; Garcia 1987). Another population was located in El Cerro Ovando at the buffer zone of El Triunfo, about 25 kIn northwest of Acacoyagua, Chiapas (15026'29" N, 920 38'15" W, 1400 m altitude). This area is covered by a mosaic of coffee plantations (shaded by native tree species) and Lower Montane Rain Forest (Bosque Mesofilo de Montafia). Local peasants harvest palms and wood for fuel from the forest remnants. GEOGRAPHICDISTRIBUTION. Vouchers of Ceratozamia were collected in eight sites to determine its distribution along the Sierra Madre de Chiapas, and deposited at Instituto de Historia Natural del Estado de Chiapas, El Colegio de la Frontera Sur, and Universidad de Ciencias y Artes del Estado de Chiapas. Herbarium vouchers and interchanged material (from California Academy of Sciences, Field Museum of Chicago) available at Universidad Aut6noma Metropolitana de Iztapalapa, Instituto de Ecologia, Instituto de Historia Natural, and Instituto de Biologi~', Universidad Nacional Aut6noma de Mexico were also examined. We recorded collection date, collector's name, geographic location and habitat for each plant examined. This information was summarized using CAMRIS 3.0. LocAL SPATIAL DISTRIBUTION,MICROHABrrAT, AND DEMOGRAPillCPARAMETERS.During C. matudai coning season in February of 1998 we established six 20 X 20 m permanent plots forming a 40 X 60 m transect (2400 m2) in areas with highest densities of C. matudai in each site. All plots were used at Ovando, but we selected three plots, randomly, at El Cipresal because of the large number of plants (ca. 800). Spatial distribution was determined by methods described by Greig-SInith (1983) and Kershaw & Looney (1985). We labeled, mapped (to the nearest decimeter), measured height and basal diameter, counted number of leaves and leaf bases, and recorded gender and reproductive condition for each plant within 5 X 5 m subplots. Plants were revisited during August and December of the same year at the time of leaf production. Gender was assigned to each adult individual based on the presence and shape of cones or their remains. Several physical and biological parameters were used to characterize C. matudai habitat. We measured soil depth with a metal rod by driving it into the soil until rock or stone was struck 2000] PEREZ-FARRERA ET AL.: POPULATION DYNAMICS OF CERATOZAMIA MATUDAI (Vovides 1990). The mean of three measurements for each plant was taken. A clinometer was used to determine slope in each subplot. We measured distance to the nearesttree (> 3 cm diameter) and recorded its diameter and identity. Number of conspecifics, herbs, shrubs, and ferns were counted within a 150 cm radius centered around each focal plant. The floristic composition in each site was described from a 30 m long random transect according to Garcia-Franco et al. (1989). A logistic regression model (Fienberg 1987) was applied to test for association of the proportion of dead plants with 11 variables describing C. matudai attributes and characteristics of its habitat. Data within each variable was grouped in categories. C. matudai, height (category boundaries: 2,3,4,5,6,7,8,9, 10-20, and 293 >20 cm) trunk diameter (1,2,3,4,5,6,7,8, ~ 9 cm) and leaf number (1,2,3,4,5, ~ 6 leaves) were Qivided in groups including at least 15 individuals each. Soil depth (median = 23 cm), diameter (20 cm), and distance to (137 cm) the nearest tree were classified in dicotornic categories divided by their median. We considered presence and absence of ferns, monocotyledoneae, and other shrubs and herbs. We used SPSS package for data analysis. Results. GEOGRAPHICDISTRIBUTION AND LoCAL SPATIAL PATfBRN ANALYSIS. Our collections and herbarium surveys indicated morphological differences between specimens previously identified as C. matudai from the Pacific and north- ern slopes suggesting that this species only oc- 294 JOURNAL OF THE TORREY BOTANICAL 0 Cipresal . Ovanda 300 ' 250 >! 200j , 150,I 100. u. - 50- 1.lr-Il,IlrL1~-'-I':""'1 1 . 0 0-39 4-79 8-11912-15.9 18-19920-23.9 24-27.9 28-~1.9 C.ma~.i DIAMETER CLASS(an) C Fig. 2. Frequency distribution of (A) soil depth classes, (B) neighboring tree diameter around C. matudai, and (C) C. matudai diameter classes. curs on the Pacific slopes of the Sierra Madre de Chiapas (Pijijiapan, Mapastepec and Acacoyagua) between 1100 and 1995 m.a.s.l. (Fig. 1). Specimens from the northern slope will be proposed as a new species. Living individuals of these two groups are easily distinguished. Ceratozamia matudai presents an aerial, unbranched trunk, yellowish leaflet articulations and decumbent female cones. Populations on the northern slopes of the Sierra Madre had hypogeal, branched trunks, green leaflet articulations joints and erect female cones; plants that do not fall within the C. matudai Lundell's species concept (Lundell 1939). Ceratozamia matudai distribution was aggregated with variation peaking at block size 5 and 20 m2 in Mt. Ovando and 10 and 80 m2 in Cipresal (X2 = 120.14 P < 0.001, 5 d. f.; X2 = 125.32 P < 0.001, 5 d. f. respectively). Most individuals at Mt. Ovando occurred near small [VOL. 127 Urban (68 % importance) were the most frequent tree species at Cipresal. The grassLysiacis sp. and small stature conspecifics dominated the herbaceous layer in C. matudai neighborhoods at this site. Ulmus mexicana Liebm., Clusia guatemalensis Hemsley and Senecio cobanensis J. Coulter (72%) were the most abundant trees within C. matudai neighborhoods at Ovando. Ferns and Aroids dominated the herbaceus layer in this location. POPULAll0N B SOCIETY STRUCTURE AND SURVIVAL. Indi- viduals of C. matudai had different allometric relationships between mean total number of leaves, leaf bases, trunk diameter and height between sites (Table 1). Plants with similar height in Cipresal had greater trunk diameter, more leaf-bases and more leaves than in Ovando (Table 2). C. matudai survivorship curves were reverse 'J' type curves or Deevey type ill (Deevey, 1947) with higher mortality among seedlings and juveniles (40 % for Cipresal and 32 % for Ovando; plants up to 20 cm tall, Fig. 3). These size classes accounted for more than 75% of total plant number in each site (Fig. 2). Mortality was higher in the presence of conspecifics (Fig. 3, 'fable 3). Greater distance to the nearest tree (> 137 cm dbh), and presence of neighboring monocotyledonous herbs were associated with lower survival (Fig. 3, Table 3). Presenceof other shrubs and herbs decreased mortality compared with isolated plants. FECUNDITY.We only found two female plants at Cipresa1 and one in Ovando within our sampling area during 1998. 1\\'0 more female plants occurred outside our sampling area in both sites during the same year. Nine female plants coned before this study at Cipresal and two at Ovando (based on cone remains). Female cones emerged between March and April and matured between November-December. Female cone weight ranged from 1-1.5 kg and included 32 to 56 well-developed seeds (n =2 cones). Seeds col- lected from ripe cones showed immature embryos that required 3 to 4 months or more to mature. We found three male plants with cones at Cipresal and only two at Ovando during 1998; another 18 male plants showed evidence of contrees« 22 cm dbh), while sizeof treeneighbors ing before this study at Cipresal and five at was more diverse at Cipresal (Fig. 2). In both Ovando. Male individuals had dehiscent cones sites they occupied shallow soils « 33 cm from July to September. We observed Langurid depth) on south slopes, ranging between 31- beetles (Pharaxonotha spp.) in the microsporan45% at Cipresal and 40-48 % at Ovando (Fig. giate scales, the male cone axis, and the pedun2). Ardisia compressa H.B.K, Cupressus /usi- cle. Leaves and cones with evidence of herbivtanica Carr., and Pithecel/obium arboreum (L.) ory (Eumaeus debora) and seeds with damage 2000] 295 PEREZ-FARRERA ET AL.: POPULATION DYNAMICS OF CERATOZ4MIA MATUDAI c Tabl~ I. Results of analysis of covariance of C. matudai trunk diameter, number of leaves. and number of basis among sites with trunk height as covariate. Source of v"N",inn d.f. Diameter Site Ln(Height) (covariate) Site*Ln(Height) Error 1 1 1 635 1 1 1 635 Number of leaves Site Height (covariate) Site*Height Error Number of bases Site Height (covariate) Site*Height Error 1 1 1 635 F p 107.804 8619.448 175.685 5.110 21.096 1686.701 34.379 <0.001 <0.001 <0.001 52.224 3548.779 820.394 14.084 3.708 251.974 58.250 >0.055 <0.001 <0.001 1.016 1258.739 9.578 >0.314 <0.001 <0.002 Mean square 3769.456 4,668,816.000 35526.96 3709.122 size (2-3 cm diameter) and their high concentrations of neurotoxins as cycacins, macrozamins, and BMAA (Whiting, 1963; Norstog et Discussion. REGIONAL AND LOCAL DISTRIBU- al., 1993; Duncan, 1993). However some rodents such as Peromiscus mexicanus feed on TION. Stevenson (1986) species account located C. matudai between the north of the Isthmus of s~edsof Dioon edule, among other species, and Tehuantepec, Oaxaca, and the Highlands of p;obably influence dispersal of this cycad (GonGuatemala. Our survey suggested a narrower \-ililez, 1990). Peccaries (Tayassu tajacu) also eat distribution for this species around the central and move seedsof other similar cycads and may portion of the Pacific slope of the Sierra Madre disperse C. matudai seeds (personal observade Chiapas. Collections from Oaxaca, the slope tion). The steep topography characteristic of C. towards the Gulf of Mexico of the Sierra Madre matudai habitat may also determine limited disof Chiapas, and Guatemala may belong to other persal distances influenced by gravity. by mammals were found on the ground (probably eaten by Peromyscus sp.). non-described species. The observed aggregated distribution pattern of C. matudai at our study sites may result from the interaction of several environmental factors. Our observations indicated that seedling recruitment mostly occurs around already established mother plants suggesting poor seed dispersal. C. matudai seeds may have low levels of interaction with predators/dispersers because their large SEEDLING ESTABLISHMENT AND SURVIVAL. " ~ " There is little information on mortality rates for §~ cycad seedlings. Zamia spp. had 1-30 % surviv- I al after two years (Omduff 1996; Tang 1989; Eckenwalder 1980b). Dioon spp. also had heavy mortality rates (Vovides 1990). Herbivory, drought, and predation were the main causes of death found in these studies. Our data suggests Table 2. Life table of Ceratozamia matudai populations at Cipresal and Ovando in the El Triunhfo Biosphere Reserve (February 1998-February 1999). Cipresal Ovando 296 JOURNAL OF THE TORREY BOTANICAL SOCIETY [VOL. 127 50, !fj c: ro "Q. "0 ro CD "0 "6 ~ 0 Diameter of C matudai (1) c: to "0.. u to Q) U ~ Distance to nearest tree Cover of C. matudai conspecifics 30. 25 .fj C tV 'Q.. u tV Q) U ~ 20, 15, 10, "I i 01 Absent Present Monocotvledonae Present Other shrubs and herbs Fig. 3. Proportion of c. matudai dead individuals sorted by classes of diameter, distance to nearest tree, cover of conspecifics. and presence or absence of monocotvlidonae and other shrubs and herbs. 2000] PEREZ-FARRERA ET At POPULATION DYNAMICS OF CERATOZ4MIA MATUDAI 297 Tabl~ 3. Logistic regression of mortality of C. matudai at Cipresal and Ovando in the Triunfo Biospher, Reserve (n = 639). Variable B s,e, W. X2 p Intercept Diameter of C. matudai Distance to nearest tree Cover of conspecifics 1-25% 25-100% Presence of Monocotyledonae Presence of other spp. Variables not in the equation Height Soil depth Leaf number Sex Diameter of nearest tree Fern presence 0.972 0.241 0.603 1.044 0.430 0.824 -1.209 0.317 0.051 0.243 0.308 0.325 0.290 0.547 9.42 22.14 6.14 12.18 11.50 1.75 8.06 4.89 0.002 <0.001 0.013 0.002 <0.001 0.186 0.004 0.027 that herbivory, weather, and neighboring floristic composition affected seedling establishment and survival of C. matudai. We found lower C. matudai mortality and lower number of seedlings at Ovando (12% percent dead after a year) than at Cipresal (20%) where many plants showed evidence of herbivory by caterpillars of Eumaeus debora. Although similar herbivory was described for other neotropical cycads we do not know enough about the importance of this interaction (De Vries 1976; Clark and Clark 1991; Vovides 1990). Slow litter decomposition rates in conifer forests (see Challenger, 1998) may provide shelter for C. matuadi seedsand explain the higher establishment in Cipresal. As many other shade tolerant cycads, C. matudai was associated with relatively undisturbed sites with poor soils and steep slopes (Vovides 1990; Alejandre et al. 1990). Bond (1989) suggested that these species are confined to relatively more inhospitable habitats because of their lower competitive ability in more mesic habitats but higher tolerance to frost, drought and other physical factors. We found coralloid roots on C. matudai roots. The symbiosis with versicular arbuscular fungus is widely distributed within the group. Endomycorrhiza may increase water and nitrogen uptake (Vovides 1990, 1991b; Grove et al. 1980; Guo-Fan et al. 1993) improving their survival and growth in shallow and poor soils characteristic of their habitat. Our results provide the first step towards understand the population biology and conservation status of C. matudai. The data are from less than one year and exceptional weather conditions associated with "El Nino" affected our results. While we observed manv dead plants after Exp (6) 1.2072 1.827 2.842 ,1.537 2.279 0.298 0.566 0.164 0.780 0.964 0.156 0.562 the long dry period that occurred during the first months of 1998, we also found frequent evidence of pathogenic fungi during the extremely wet months of the second half of the same year. An understanding of population variation along species range is important to suggest future management strategies. Management meth~s increasing seed production and seedling recruitment may increase chancesof persistence of C. matudai. Experimental studies considering seed predation, seedling establishment, plant competition and herbivory may help to design better management strategies. Because of its low numbers «1000 known individuals) and limited range (only three known populations) we recommend a status change in its IUCN category (IUCN, 1994; Osborne, 1995) to endangered in accordance with Mace and Lande (1991). As with other cycads, C. matudai can reach high market values. Ex-situ propagation and cultivation of this and other species may provide incentives among local peasants for conservation of the natural populations and its habitat. 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