Shade tolerance within the context of the successional process in tropical rain forests

Shade tolerance (the capacity to survive and grow over long periods under shade) is a key component of plant fitness and the foundation of current theories of forest succession in tropical rain forests. It serves as a paradigm to understand the optimal allocation of limited resources under dynamic light regimes. I analyze how tropical rain forest succession influences the expression of ecophysiological mechanisms leading to shade tolerance, and identify future areas that will increase our understanding of the ecological and evolutionary consequences of this phenomenon. Shade tolerance is a multivariate, continuous functional trait reflecting the growth-mortality trade-off of investing resources under limited light vs. exploiting high light conditions. I propose the life cycle successional trajectory model of Gómez-Pompa & Vázquez-Yanes as an integrative tool to understand tropical rain forest succession. This model shows how species distribute along the successional environmental gradient based on their degree of shade tolerance and represents a more integrative paradigm to understand the interface between different aspects of species diversity (ontogenetic variation and functional diversity) throughout succession. It proposes that different trait combinations determining shade tolerance are expressed at different stages of the life cycle, which affects how and when plants enter the successional trajectory. Models explaining the expression of shade tolerance (resource availability, carbon gain, CSR, resource competition) are based on whole-plant economics and are not mutually exclusive. The analysis of shade tolerance is biased towards tree seedlings in the understory of mature forests. Other life stages (juvenile and adult trees), life forms, and microhabitats throughout the forest profile are almost always excluded from these analyses. More integrative explanations based on the distribution of functional traits among species, ontogenetic stages, and the nature of the environmental gradient are being developed based on long-term data and chronosequence comparisons. In summary, shade-tolerance is a complex phenomenon, is determined by multiple characters that change ontogenetically over space and time and entails considerable plasticity. Current methods do not account for this plasticity. Understanding the nature of shade tolerance and its functional basis is critical to comprehending plant performance and improving the management, restoration and conservation of tropical rain forests given the combined threats of global warming and habitat loss.

La tolerancia a la sombra (la capacidad de sobrevivir y crecer durante largos períodos bajo sombra profunda) es un componente clave del valor adaptativo de la planta y la base de las teorías actuales de la sucesión forestal de la selva tropical. Sirve como un paradigma para entender la asignación óptima de recursos limitados bajo regímenes dinámicos de luz. En esta revisión analizo cómo la sucesión de los bosques tropicales lluviosos influye en la expresión de los mecanismos ecofisiológicos que conducen a la tolerancia a la sombra, e identifico áreas futuras que pueden aumentar nuestra comprensión de las consecuencias ecológicas y evolutivas de este fenómeno. La tolerancia a la sombra es un rasgo funcional continuo y multivariable que refleja el balance de invertir recursos bajo condiciones de luz limitada versus crecer más rápidamente en condiciones de luz intensa. Propongo el modelo de ciclo de vida a lo largo de la trayectoria de sucesión de Gómez-Pompa y Vázquez-Yanes como una herramienta integradora para entender la sucesión de la selva tropical. Este modelo muestra cómo las especies se distribuyen a lo largo del gradiente ambiental en función de su grado de tolerancia a la sombra, y representa un paradigma más integrador para comprender la interacción entre los diferentes componentes de la diversidad de especies (diversidad taxonómica y funcional y variación ontogenética) a lo largo de la sucesión. El modelo propone que las diferentes combinaciones de caracteres funcionales que determinan la tolerancia a la sombra se expresan en diferentes etapas del ciclo de vida, y afectan cómo y cuándo las plantas ingresan en el proceso de sucesión. Los modelos que explican la expresión de tolerancia a la sombra (disponibilidad de recursos, ganancia de carbono, CSR, competencia de recursos) se basan en la economía de toda la planta y no son mutuamente excluyentes. Se están desarrollando explicaciones más integradoras basadas en la distribución de caracteres funcionales entre especies, etapas ontogenéticas, y micrositios, mediante el uso de estudios de cronosecuencia y metadatos colectados a largo plazo. El análisis de la tolerancia a la sombra está sesgado hacia las plántulas de árboles y el sotobosque. Otras formas de vida y microhábitats dentro del perfil del bosque están casi excluidas de estos análisis. En resumen, la tolerancia a la sombra es un fenómeno complejo, está determinada por múltiples caracteres funcionales que cambian ontogenéticamente en el espacio y el tiempo, e implica una considerable plasticidad. Los métodos actuales no toman en cuenta esta plasticidad. Comprender la naturaleza de la tolerancia a la sombra y su base funcional es fundamental para entender el crecimiento de la planta y mejorar la gestión, restauración, y conservación de los bosques tropicales, los cuales enfrentan las amenazas combinadas del calentamiento global y la pérdida de hábitat.

Phylogenetic structure is determined by patch size in rock outcrop vegetation on an inselberg in the northern Amazon region / Estrutura filogenética é determinada pelo tamanho de manchas de vegetação sobre afloramento rochoso em um inselberg na região norte da Amazônia

Although inselbergs from around the world are iconic ecosystems, little is known on the underlying mechanisms of community assembly, especially in their characteristic patchy outcrop vegetation. Environmental constraints are expected to cause phylogenetic clustering when ecological niches are conserved within evolutionary lineages. We tested whether vegetation patches from rock outcrops of the Piedra La Tortuga Natural Monument, in the northern Amazon region, are phylogenetically clustered, indicating that environmental filtering is the dominant driver of community assemblage therein. We classified all patches according to their size as very small (< 1 m2), small (1-4 m2), medium-sized (4-8 m2), and large patches (8-15 m2). From each class, we randomly selected 10 patches, totalizing 40 patches covering 226 m2. All individuals found in the 40 isolated patches were identified to the species level. We also correlated measurements of phylogenetic community structure with patch size. We found that species from patches are restricted to the clades monocots, fabids, malvids, and lamiids. We conclude that vegetation in this rock outcrop is phylogenetically clustered. Furthermore, we found that phylogenetic turnover between pairs of patches increases with patch size, which is consistent with a scenario of higher environmental stress in smaller patches. Further research is necessary to identify nurse species in inselberg vegetation, which is pivotal for conservation and restoration of this particular ecosystem.

Ainda que os inselbergs ao redor do mundo sejam ecossistemas icônicos, pouco se sabe sobre os mecanismos subjacentes que estruturam suas comunidades vegetais, especialmente nas manchas de vegetação sobre afloramentos rochosos. Espera-se que as restrições ambientais causem agrupamento filogenético quando os nichos ecológicos são conservados dentro das linhagens evolutivas. Nós testamos se as manchas de vegetação dos afloramentos rochosos do Monumento Natural Piedra La Tortuga, no norte da região amazônica, apresentam indicadores filogenéticos de que a filtragem ambiental é o principal direcionador da estruturação da comunidade. Classificamos todas as manchas de acordo com seu tamanho como muito pequenas (<1 m2), pequenas (1-4 m2), médias (4-8 m2) e grandes (8-15 m2). Selecionamos aleatoriamente 10 manchas em cada classe de tamanho, totalizando 40 manchas cobrindo 226 m2. Todos os indivíduos encontrados nas 40 manchas foram identificados ao nível de espécie. Correlacionamos as medidas da estrutura filogenética da comunidade com o tamanho das manchas e encontramos que as espécies das manchas são restritas aos clados das monocotiledôneas, fabídeas, malvídeas e lamiídeas. Concluímos que a vegetação neste afloramento rochoso é agrupada filogeneticamente. Além disso, encontramos que o turnover filogenético entre pares de manchas aumenta com o tamanho da mancha, o que é consistente com um cenário de alto estresse ambiental nas manchas menores. São necessárias mais pesquisas para identificar espécies facilitadoras, que são fundamentais para a conservação e restauração destes ecossistemas.

Fish functional groups in a tropical wetland of the Yucatan Peninsula, Mexico

La caracterización de los rasgos funcionales de las especies es un paso importante en la comprensión y descripción de las comunidades en hábitats naturales. La clasificación de especies en grupos funcionales es una herramienta útil para identificar la redundancia y la especialización. Se estudió la comunidad de peces de un humedal prístino de agua dulce en la Reserva de la Biosfera de Sian Ka'an, analizando dos funciones multidimensionales: adquisición de alimento y la locomoción. Analizamos los cambios en la estructura de los grupos funcional entre hábitats (permanentes y temporales) y temporadas (lluvias y secas). Seis grupos funcionales con características ecológicas distintas fueron detectados, dos de los cuales presentaron una alta redundancia funcional y tres de ellos están representados únicamente por una especie con una función ecológica particular. En las pozas permanentes durante la temporada de secas, la riqueza y diversidad de grupos funcionales fueron menores; mientras que la equitatividad de grupos funcionales fue mayor. Durante la temporada de lluvias se detectaron todos los grupos funcionales y la estructura de los grupos fue similar entre los hábitat. Estos resultados sugieren que los filtros ambientales tienen un efecto durante la temporada de secas y la complementariedad de nicho durante la temporada de lluvias.

The characterization of species' functional traits is a major step in the understanding and description of communities in natural habitats. The classification of species into functional groups is a useful tool to identify redundancy and uniqueness. We studied the fish community of a pristine freshwater wetland in the Sian Ka'an Biosphere Reserve by analysing two multidimensional functions: food acquisition and locomotion. We investigated changes in the functional group structure between habitats (permanent and temporary pools) and seasons (dry and wet). Six functional groups with different ecological characteristics were detected, two of which had high functional redundancy and three of them were represented by single species with unique ecological functions. In permanent pools during the dry season, functional group richness and diversity were lower, while evenness was higher. During the wet season, all functional groups were detected and similar functional group structure was found between habitats. These results suggest an effect of environmental filtering during the dry season and niche complementarity during the wet season.

Large-scale patterns in morphological diversity and species assemblages in Neotropical Triatominae (Heteroptera: Reduviidae)

We analysed the spatial variation in morphological diversity (MDiv) and species richness (SR) for 91 species of Neotropical Triatominae to determine the ecological relationships between SR and MDiv and to explore the roles that climate, productivity, environmental heterogeneity and the presence of biomes and rivers may play in the structuring of species assemblages. For each 110 km x 110 km-cell on a grid map of America, we determined the number of species (SR) and estimated the mean Gower index (MDiv) based on 12 morphological attributes. We performed bootstrapping analyses of species assemblages to identify whether those assemblages were more similar or dissimilar in their morphology than expected by chance. We applied a multi-model selection procedure and spatial explicit analyses to account for the association of diversity-environment relationships. MDiv and SR both showed a latitudinal gradient, although each peaked at different locations and were thus not strictly spatially congruent. SR decreased with temperature variability and MDiv increased with mean temperature, suggesting a predominant role for ambient energy in determining Triatominae diversity. Species that were more similar than expected by chance co-occurred near the limits of the Triatominae distribution in association with changes in environmental variables. Environmental filtering may underlie the structuring of species assemblages near their distributional limits.