Ecology Biology 3500
                                                                                                                                 Dr. Adams
INTERACTIONS UNIT

Chapter 13: Competition
             Intra-, interspecific; resource, interference competition
        Damsel (and other) fish example
        Pine forest root trenching experiment
    Intraspecific Competition -- the logistic growth curve has the assumption with it that intraspecific
        competition for limited resources largely determines K.
      Examples:       PLANTS
            Sorghastrum nutans (competing for N in soil); Medicago sativa (Alfalfa)
        Two important results can occur as plants are grown in increasing density:
            1.  Low density -- plants of same species may be larger than when grown under higher
                density.  WHY?
           
2.  Self-thinning -- exhibited by many plants; the idea being that as a patch of one species
                grows, more and more of the biomass is in fewer and fewer large individuals.  WHY?
      Examples:       ANIMALS
            Homopterans -- aphids, planthoppers, leafhoppers.  All share a feeding habit almost unique
                in the insect world -- can tap into flowing "sap" with a very flexible "beak"
                At higher densities, these insects experience reduced survivorship, slower growth and
                development, resulting from reduced protein, water content and photosynthetic capability
                of host plants.
            Isopods (Grosholz) -- supplementing food APPEARED to have little effect on survivorship
                (though Grosholz used what turned out to be rather low densities of isopods), but higher
                density decreased survivorship, apparently because of cannibalism.  Is there a possible
                paradox here?  Should Grosholz have done further experiments to clarify food limitation?

    Niches -- a niche consists of all the necessary factors to allow a species to subsist in a particular
        place and time.  Another way of looking at the word niche would be that the niche represents the
        role the species plays in the ecosystem -- all it's interactions, including what it eats and, in turn,
        acting as food for other predators.  One important result of this definition is that the niche does
        not exist
without the species.  Although you may see the discussion of empty "niches" in various
        ecosystems, technically this is strictly an incorrect usage of the term as there IS no niche without
        the species, as indicated, and there may be no single species that can "fill" the "niche" that is
        being considered empty -- instead, IF species "fill" the niche, it could be many species that divide
        up the "empty niche".
      Fundamental vs. Realized Niche -- realized niche breadth necessarily narrower than fundamental
            niche breadth
      The Competitive Exclusion Principle -- extinction versus resource partitioning resulting from
            character displacement (remember MacArthur's warbler study from Chapter 1?)
      Examples:        ANIMALS
            the warbler example mentioned above
            the classic: Galapagos (Darwin's) Finches -- Beak width and seed size.  Different species
        feed on different sized seeds based on beak width and length.  During drought times (remember
        from Chapter 11), smaller & softer seeds eaten first, leaving larger & harder seeds.  So drought
        may impact the smaller species more severely, and within species, it may be the larger, stronger
        individuals that survive through the drought.  So, food and water availability largely shape the
        niche of the finches (of course, many, many organisms are largely influenced by food/water)
 
Interspecific Competition -- Mathematical Models.  (Lotka/Volterra models)
                  This involves modifying the logistic growth curve to include competitive effects.
        dN1/dt = rmax1 N1 ((K1 - N1- α12N2)/K1)    This represents growth of species 1 with affects
                                                                               on numbers from competition with species 2.
        dN2/dt = rmax2 N2 ((K2 - N2- α21N1)/K2)    This represents growth of species 2 with affects
                                                                               on numbers from competition with species 1.
        α12  &  α21 are competition coefficients, where the first represents competitive effects of species
            2 on species 1, and the second represents competitive effects of species 1 on species 2.
        If α12 > 1, then competitive effects of species 2 on 1 are greater than intraspecific effects.
        If α12 < 1, then competitive effects of species 2 on 1 are less than intraspecific effects.
        Zero population growth will occur for each species when:
            N1 = K1 - α12N2    (for species 1)          and            N2 = K2 - α21N (for species 2)
        Hopefully, it is obvious that with the added competition from another species, the ACTUAL
            value for K COULD go down for both species.  Also, needless to say, if you added yet other
            competitive species, the equation becomes more complex, but K COULD "decline"  for
            EACH species involved.  However, depending on competitive capabilities of the species,
            one could exclude the other, or they could partition the resources and coexist (see pg. 290)
        Laboratory Examples:
            Paramecium species: aurelia and caudatum
                Grown separately, both species quickly reached a K based on intraspecific competition
                Grown together, aurelia outcompetes caudatum
            Tribolium (flour) beetles:  confusum and castaneum
                Grown separately, the species both did approximately equally as well.
                Grown together, castaneum outcompetes confusum when conditions were warm and
                    humid, but confusum outcompetes castaneum when conditions were cool and drier.

Clearly, competition can have a very strong influence on shaping niches (in the lab).  What
            about in nature?
    Competition and Niches
        Natural examples:          PLANTS 
            Bedstraw (Galium) species on acidic (saxatile "wins") vs. basic (sylvestre "wins") soils
                Both establish healthy populations on a variety of soils when grown separately
        Natural examples:          ANIMALS
            Barnacles:  Chthamalus and Balanus (mentioned before in Chap 9, pg. 203)
                Competition critically important in middle intertidal, but desiccation-resistance becomes
                more important in upper intertidal, and predation becomes more important lower.
            Desert Rodents:  Dipodomys (Kangaroo rats; large granivores); Perognathus (Pocket
                mice; small granivores); and Onychomys (insectivorous rodents)
                    very ambitious study in SE AZ with large plots and removal strategies; we'll discuss
                    this example at some length (make sure to read pages 295 and 296 carefully, and
                    understand figs on page 296 & 297).
        Character Displacement -- will expand further on our previous discussion of Geospiza
            finches and then other organisms.  A definitive example of character displacement must meet
            several criteria (page 298).

Chapter 14:  Exploitative Interactions -- Predation, Herbivory, Parasitism, Disease
  Trophic levels in the ecosystem:
    Plants (the producers), herbivores (first order consumers; depending on plant consumed,
        may or may not eat entire plant), predators (second and higher level consumers; DO kill
        food), parasites (feed on, but do not usually kill, host), parasitoids (larva consumes host,
        often from inside; functionally equivalent to predators), pathogens (induce disease; for the
        most part, functionally equivalent to . . . ?).  All consumers are exploitative, i.e., make their
        living at the expense of others.

    Complex Interactions -- There are far more interactions than numbers of species.  WHY?
        Pathogens/Parasites that alter Host Behavior
            Examples:   ANIMALS
                Starling (Sturnus vulgaris), Isopod (Armadillidium vulgare), and a parasite (a spiny-
                    headed worm [acanthocephalan], Plagiorhynchus cylindraceus).  The parasite
                    changes the phototactic behavior (- to +) in the isopod.  WHY?  (See Fig. 14.2).
                Fungal parasites of moth caterpillars.  Near maturation of the fungus inside the host, the
                    caterpillar crawls to top of a plant, becomes stiff and dies.   WHY?
            Examples:   PLANTS
                Mustard (Arabis sp.) host and a rust fungus (Puccinia monoica).  Puccinia alters life
                    history of infected individual, causing plant to form a pseudoflower, with sweet sticky
                    hyphae that attract "pollinators" to move spermatia from one fungus to another.  Flies
                    are the most common and effective rust fertilizers, but bees and butterflies also can.
                    Infected plants may be killed, though some survive . . . however, those that do never
                    flower, so fitness of infected plants is zero.
        Competition/Predation/Parasitism overlap
                Obviously, it will be difficult to untangle the different interactions and their individual
                    effects on organisms; some experiments, however, show clear alterations in numbers
                    and success due to competitive and exploitative interactions.
            Examples:    Tribolium castaneum/confusum
                Besides being affected by humidity/temperature, a parasite (Adelina tribollii) also
                    influences the competitive balance.  Both species of Tribolium a bit cannibalistic on
                    eggs, but T. castaneum strongly prefers T. confusum eggs when present (explains a
                    LOT about the competition experiments).  The Adelina parasite strongly affects
                    castaneum but not confusum, largely shifting the competition in favor of confusum.

    Exploitation and Abundance -- Predator and prey abundance intimately tied together
        Already talked about several examples (like the Canadian Lynx, Snowshoe Hare, Dwarf
            Willow example -- see below); more examples presented here in Chapter 14:
      Examples
            1.  Bats and birds and arthropod densities on plants (in Panama).
            2.  Cactoblastis cactorum and Opuntia stricta in Australia; the moth was introduced
        from South America as a biocontrol agent.  Larval feeding introduces both fungal and
        bacterial pathogens into the Opuntia.  Extremely effective -- reduced pops from 12,000 per
        hectare to 27, and from area of infestation of 24 million hectares to a few thousand. This same
        moth, however, has turned out to be a potential threat to North American Opuntia, as the
        moth is now spreading out from Florida north and westward.
            Similarly, rabbits overran parts of Australia as well early in the last century, but were largely
        brought under control by introduction of the rabbit papilloma virus.
            Both rabbits and Opuntia are now in low abundance in Australia, where much lower density
        allows them to escape the moth/virus for a while (probably similar to where they naturally occur).
            3.  Foxes, Hares and Mange Mites (Sarcoptes scabiei) in Sweden; as mange spread across
        Sweden, reduction of fox populations resulted in increased hare populations, as well as other
        prey species of the fox (grouse, deer fawns).
   
    Dynamics -- Virtually all interactions are dynamic; as indicated previously, parasites may reduce
        host populations which may increase populations of prey (what would happen to a predator
        whose prey was affected by a parasite/pathogen?).  However, very few of these interactions
        result in some sort of continuously stable population levels for all species involved; instead, the
        populations are temporally dynamic.
      Example:  Again, the classic example of the Canadian Lynx/Snowshoe Hare/Dwarf Willow (and
        other shrubs) shows how abundances of each species are tied to each other, and may change
        through time. An added interactive effect we had not discussed before is that the shoots of the
        Dwarf Willow (and others) that the Snowshoe hares browse on increase their terpenoids and
        phenolic resins in response to high rates of feeding, making the plants less tolerable to hares,
        effects which can persist for up to two years.
            On the predator side of the story, there are other predators which feed on Snowshoe Hares,
        such as foxes, coyotes, goshawks, owls, and mink/weasel.  It appears as though these predators
        experience some population cycling as well.  Coyote diet may be 2/3 Snowshoe hares at peak
        hare density, suggesting a predatory functional and numerical response to hare density.  Both
        coyote and lynx numbers increase 6 - 7 fold during high hare densities, though the functional
        responses were a bit different.  Both killed more than they could eat at the highest hare densities,
        with coyotes in particular caching for later, though coyotes kill the most during hare increases
        (and apparently would kill more if they could as their predatory response showed no sign of
        levelling off), while lynx killed the more when hare pops were declining already (probably
        attacking already weakened individuals).  Experimental manipulation of food abundance and
        predator abundance led to expected results (see Fig. 14.15).

      Mathematical Modelling of population cycles:  (more Lotka/Volterra "stuff")
        dNh/dt = rhNh - pNhNp where "h" refers to host & "p" refers to predators/parasites/pathogens
                                                 "p" is the  RATE of predation/parasitism, which means that "pNhNp"
                                                 is the rate at which exploiters destroy hosts in the whole population.
        Similarly for the predator/parasite/pathogen population numbers:
         dNp/dt = cpNhNp  - dpNp where "c" is a conversion factor representing rate at which exploiters
                                                    convert hosts to offspring; "d" represents death rate
            SEE Figs. 14.17 & 14.18.  These equations tie numbers of hosts to numbers of exploiters --
        indeed, as Nh increases, so, too, does exploitation rate (pNhNp), which, in turn, declines Nh and, 
        in turn, Np.  So, increasing host and exploiter population numbers in this model lead to significant
        decrease in numbers later -- a cycle that is repeated.  Though this model has some obvious utility,
        remember again, however, that NO system in nature is so simple as to be ONE prey item with
        just ONE predator or parasite/pathogen.
            Laboratory attempts to produce cyclic fluctuations in exploiter/host populations have proved
        extremely difficult, though Utida was able to show remarkable cyclic fluctuations between prey
        bean weevils (Callosobruchus chinensis) and it's parasitoid wasp (Heterospilus prosopidis) for
        up to 112 generations in very small, simple, environmentally controlled, petri dish habitats.

    Refuges -- to persist in the face of exploitation, prey/hosts need refuges
      Examples:
            1.  Didinium nasutum (predators) and their prey Paramecium aurelia (see Fig. 14.19)
        Gause was able to produce oscillations, but only if there was a refuge for the Paramecium, and
        an immigration source (lab cultures) for the Didinium.
            2.  Huffaker and the ballooning/crawling herbivorous mite (Eotetranychus sexmaculatus) and its
        crawling predatory mite (Typhlodromus occidentalis).  The ballooning capability of the herbivore
        allowed it to get to at least temporary refuges on other fruits ahead of the predator, and resulted in
        oscillations of predator-prey populations (see Fig. 14.20)
      Spatial Refuges -- typically what we think of in terms of refuges; Opuntia has not been driven
          extinct in Australia as a result of the introduction of the moth Cactoblastis cactorum.  Why?  It 
          has spatial refuges where, at least momentarily, it has escaped the moth.
      Numerical Refuges -- "safety in numbers".  Hosts/prey can overwhelm exploiters, resulting in
            predator satiation.
          Examples:  1. The thirteen and seventeen year periodical Cicadas
              2.  Masting by plants (synchronous seed/fruit production), often after disturbance (eg., fire)
      Size as a refuge -- Elephants; Pisaster starfish and their mussel prey (Mylitus)
        Though young may fall prey to predators, many species reach an ultimate adult size that puts them
            outside the range of prey that can be handled by the predator.
        This has led to "appear big" behaviors -- cat defensive posture; ephemerellid mayfly nymph posture

Chapter 15: Mutualism -- Interactions where both benefit
        OBVIOUS examples:  You and your E. coli; pollinators and flowers; fruits and seed dispersers;
            many plant (cellulose) eaters and their digestive microorganisms
    Facultative vs. Obligate
        Margulis (and others) and the endosymbiont theory (now "proven" by DNA analysis)       

   
Plant Mutualisms -- (some already mentioned above)
      Plants and Mycorrhizal Fungi -- a 400 million year relationship         [a facultative mutualism]
                    Some plants grow root "chambers" for the fungi, other types form network around roots
            These fungi help plants with water extraction; nitrogen and phosphorus/copper/zinc sequestration;
        access to more phosphorus allows plants to grow more roots, which allow them to claim more
        water.  The fungi, in turn, get carbohydrates produced by the plant. 
            Conflict of interest?  The balance sheet is not always nice and equal.  Different mycorrhizal
        species and even different strains within the same species may not "treat" their hosts the same, and
        may parasitize the host plant.  Fungi may be more likely to act parasitically in more fertile soils,
        as plants release less soluble carbs in root exudates in more fertile soils, which apparently has
        selected for more aggressively carbohydrate sequestering mycorrhizae.  In Andropogon (bunch-
        grass), both shoot growth and inflorescence production are maximized when grown with associated
        mycorrhizae from unfertilized soils rather than fertilized.
      Bullhorn Acacias and ant (Pseudomyrmex) symbiotes               [an obligate mutualism for ant]
            Hollow thorns for ant abodes.  The ants are fast, aggressive, agile climbers, that vigorously attack
        growing vines/epiphytes or other animals (caterpillars) that grow/eat the tree, which is already well
        protected by nasty spines!  Additionally, the Acacias provide foliar nectaries and Beltian bodies
        to "keep" ants fed and on the host tree.  Acacias without ants both grow slower (leaves, shoots,
        thorns, etc.) and show higher infestation (by other insects) and lower propagation.

            Conflict of interest?  The ants may be at odds with pollinators, both in competition for nectar and
        driving them away.  However, inflorescences offer scant nectar, and have an ant repellant chemical.
      Aspen Sunflowers (Helianthella) and Formica (and other) ants in the temperate zone
            Ants are attracted to this Rocky Mtn. sunflower because of extrafloral nectaries, with nectar
        rich in sucrose and numerous amino acids, sufficient to keep the ants attention.  During times when
        the flowers are budding and just opening, ants rigorously patrol the flowers and help deter potential
        bud/seed predators, but once flowers are open, the rays form a "shield" between the nectaries and the
        open face of the flower, so the ants do not generally interfere with pollinators.
            There are several species of ants involved here, and NONE have an obligate relationship with
        Helianthella.  The reason probably has to do with, at least in some populations, late frosts which
        kill the flowers (including the nectaries) -- if ants were obligate, the ants would die at that point.  This
        event actually helps the sunflower, as it kills any and all seed predators in that year.  Clearly, the
        TEMPERATE climate plays a significant role in the nature of this mutualism.

    Coral Mutualisms -- a mutualism between the coral and algae (zooxanthellae)
            Coral reefs have exceptional diversity, and among the highest productivity of any ecosystem, even
                though surrounded by the nutrient poor ocean.  How?
      The mutualism:  dinoflagellates that are photoautotropic, and therefore productive.  They live within
        coral tissues, and receive nutrients from the coral animal, while the coral receives organics from the
        zooxanthellae produce during PS.  Corals induce release of nutrients from zooxanthellae when
        needed by coral with chemicals that change zooxanthellae cell memb permeability, whereby they 
        release large amounts of fixed carbon.  The corals also keep growth of the zooxanthellae at 1/10 to 
        1/100 that of individuals cultured separately, because of higher levels of carbon fixation.  Doesn't
        sound like a mutualism so far, but . . .
              The zooxanthellae appear to get access to higher levels of nutrients, especially nitrogen (in
        ammonia waste).  Corals with zooxanthellae partners, don't APPEAR to release ammonia, as it is
        metabolized by the zooxanthellae. 
      Crab/Shrimp mutualism with coral:
              The coral gain protection, and the crab/shrimp mutualists get food (extra fat bodies produced)
         and shelter.

Other examples of mutualisms:  Orchids and orchid bees (obligate, see video), Yucca and Yucca Moths
    (obligate), Mullerian mimicry (facultative), the honeyguide and humans (see the "Applications" section
    of chapter 15).

    Evolution of Mutualism -- in general, we would expect mutualism to evolve and persist in a population
        when and where mutualistic individuals have a higher fitness than non-mutualistic individuals.  This
        will happen when the benefits to the two organisms exceeds the costs of the relationship.