Branch direction in Carnegiea gigantea (Cactaceae): Regional patterns and the effect of nurse plants

Abstract. Branch direction in Carnegiea gigantea (saguaro) cacti affects PAR interception and CO₂ uptake, and may influence reception of photomorphogenic cues. Branch direction data were collected in 29 saguaro populations over Arizona to determine if the southerly bias observed in previous studies at two locales can be generalized to the American range of the saguaro, and to determine the effect of shading by nurse plants on branch direction. Locally observed S bias from previous studies can be extended and generalized to include the American saguaro range. Branches were statistically uniform across environmental variability regarding temperature and precipitation. The S bias was not found in saguaros shaded by large nurse plants, supporting the assertion that branch direction occurs, in part, to maximize receipt of insolation.     

A test of the relationship between seasonal rainfall and saguaro cacti branching patterns

Reproductive output, as well as photosynthetically active radiation interception and CO₂ uptake, increase as saguaro cacti Carnegiea gigantea (Engelm.) Britt. and Rose branch, and branching increases with increasing moisture. The Sonoran Desert experiences distinct summer and winter precipitation regimes that vary in both geography and scale. Many aspects of saguaro ecology are known to depend on the summer rains, which has resulted in an emphasis on summer rains in the literature. Similarly, branching studies have been limited geographically to areas that receive relatively high amounts of summer rainfall. These studies, therefore, attribute branching patterns to the summer (or possibly annual) rains, and conclusions reflect the summer precipitation bias.
Environmental variability in space was explored in the present study to investigate saguaro branching patterns. I collected height and branching data in thirty saguaro populations across their American range. Stepwise regression was used to determine which climate, vegetation and soil variables best predict branching. Contrary to the literature, this study found that winter precipitation, particularly from January to April, was the best predictor of branching, not summer or annual rain. Surprisingly, the relationship between the summer monsoons (July and August precipitation) and branching was negative. This is likely due to the fact that summer and winter rainfall patterns are geographically distinct. Winter precipitation appears to play a key role in branching, and thus in seed production. This suggests that saguaros benefit from moisture during the winter, possibly utilizing cold-season rains for increasing their reproductive output through branching, and challenging the view that the summer rains dominate virtually every aspect of the saguaro life-cycle, and creating a more balanced view of saguaro ecology.     

Subterranean rodents of the genus Ctenomys (Caviomorpha, Ctenomyidae) follow the converse to Bergmann's rule

Aim We analysed body‐size variation in relation to latitude, longitude, elevation and environmental variables in Ctenomys (tuco‐tucos), subterranean rodents in the Ctenomyidae (Caviomorpha). We tested the existence of inter‐ and intraspecific size clines to determine if these rodents follow Bergmann's rule, to compare intra‐ and interspecific size trends and to assess the relevance of the subterranean lifestyle on these trends. Location South America, south of 15° latitude. Methods This paper is based on 719 specimens of tuco‐tucos from 133 localities of Argentina, Bolivia, Chile, Paraguay, Peru and Uruguay, representing 47 named species and 32 undescribed forms. Intraspecific analyses were performed for Ctenomys talarum Thomas, 1898 and the Ctenomys perrensi Thomas, 1896 species complex. Head and body length and weight were used for estimating body size. Geographical independent variables included latitude, longitude and altitude. Environmental independent variables were mean minimal and maximal monthly temperature, mean annual temperature, mean minimal and maximal precipitation, and total annual precipitation. To estimate seasonality, the annual variability of the climatic factors was calculated as their coefficients of variation and the difference between maximum and minimum values. Mean annual actual evapotranspiration (AET), and mean annual, January (summer) and July (winter) potential evapotranspiration (PET) values were also calculated for each locality, as well as annual, summer and winter water balance (WB). Statistical analyses consisted of simple and multiple regression and nonparametric correlation. Results Body size of Ctenomys decreases interspecifically from 15°00′ S to 48°15′ S and from 56°33′ W to 71°46′ W, and is positively correlated with ambient temperature and precipitation. The best predictors of body size according to multiple regression analyses were mean annual temperature, the difference between mean maximum and minimum annual temperatures, annual PET, the difference between summer and winter PET, and annual and winter water balance. These patterns are repeated, but not identically, at a smaller geographical scale within the species C. talarum and the superspecies C. perrensi. Main conclusions Tuco‐tucos follow the converse to Bergmann's rule at the interspecific level. At the intraspecific level some parallel trends were observed, but the smaller scale of these analyses, involving a very reduced variation of environmental factors, necessitates caution in interpreting results. The subterranean lifestyle probably insulates these rodents from the external temperature. The observed latitudinal body‐size gradients are more probably related to seasonality, ambient energy, primary productivity and/or intensity of predation.     

Ecogeographical variation of body size in the newt Triturus carnifex: comparing the hypotheses using an information‐theoretic approach

Aim Ecogeographical variation of body size in vertebrates (e.g. Bergmann's rule) has long been recognized. However, the patterns and causes of intra‐specific ecogeographical variation of body size in ectotherms, and in amphibians in particular, are strongly debated. We identified the relationship between bioclimatic variables and body size predicted a priori by alternative hypotheses (heat balance, endurance, seasonality, starvation resistance, water availability, primary productivity, parental investment) proposed to explain ecogeographical patterns of body size in ectotherms, and we evaluated the relative support of these hypotheses in explaining variation in body size of the Italian crested newt, Triturus carnifex. Location Twenty‐three populations covering the whole range of T. carnifex (Austria, Croatia, Italy and Slovenia). Methods We obtained data on body size (snout–vent length, SVL) of 2639 adult newts from direct measurements and the literature; we obtained high‐resolution environmental data for the sampled localities. We used an information‐theoretic approach to evaluate the support of the data for the different hypotheses. We also integrated information on population genetics in our models. Results We observed strong geographical variation of body size. The best Akaike information criterion (AIC) models showed that populations with larger body size are associated with cold climates and secondarily with high primary productivity. Furthermore, sexual dimorphism increases in cold climates, as the increase in body size was stronger for females. When taking into account population genetics, we did not find support for relationships with the other variables. Main conclusion Our results are consistent with three hypotheses proposed to explain ecogeographical variation in amphibians: heat balance, increased parental investment of females and productivity. Information theory provides the framework for comparing hypotheses rather than looking for patterns. We suggest that evaluating the support for mechanisms can provide better insights than simply assessing whether ecogeographical variation is in agreement with some ‘rule’.     

Rule reversal: Ecogeographical patterns of body size variation in the common treeshrew (Mammalia,Scandentia)

There are a number of ecogeographical “rules” that describe patterns of geographical variation among organisms. The island rule predicts that populations of larger mammals on islands evolve smaller mean body size than their mainland counterparts, whereas smaller‐bodied mammals evolve larger size. Bergmann's rule predicts that populations of a species in colder climates (generally at higher latitudes) have larger mean body sizes than conspecifics in warmer climates (at lower latitudes). These two rules are rarely tested together and neither has been rigorously tested in treeshrews, a clade of small‐bodied mammals in their own order (Scandentia) broadly distributed in mainland Southeast Asia and on islands throughout much of the Sunda Shelf. The common treeshrew, Tupaia glis, is an excellent candidate for study and was used to test these two rules simultaneously for the first time in treeshrews. This species is distributed on the Malay Peninsula and several offshore islands east, west, and south of the mainland. Using craniodental dimensions as a proxy for body size, we investigated how island size, distance from the mainland, and maximum sea depth between the mainland and the islands relate to body size of 13 insular T. glis populations while also controlling for latitude and correlation among variables. We found a strong negative effect of latitude on body size in the common treeshrew, indicating the inverse of Bergmann's rule. We did not detect any overall difference in body size between the island and mainland populations. However, there was an effect of island area and maximum sea depth on body size among island populations. Although there is a strong latitudinal effect on body size, neither Bergmann's rule nor the island rule applies to the common treeshrew. The results of our analyses demonstrate the necessity of assessing multiple variables simultaneously in studies of ecogeographical rules.     

Multiple selection pressures generate adherence to Bergmann's rule in a Neotropical migratory songbird

Aim Bergmann's rule, the tendency for body size to be positively correlated with latitude, is widely accepted but the mechanisms behind the patterns are still debated. Bergmann's originally conceived mechanism was based on heat conservation; other proposed mechanisms invoke phylogeny, migration distance and resource seasonality. With the goal of examining these mechanisms, we quantified morphological variation across the breeding range of a Neotropical migratory songbird, the cerulean warbler (Dendroica cerulea). Location Deciduous forests of eastern North America. Methods We sampled nine cerulean warbler populations, spanning the species’ breeding range. We captured 156 males using targeted playback and model presentation, and included 127 adult males in our analyses of morphological variation. We used an information‐theoretical approach to identify climatic variables associated with geographical variation in body size. Results Cerulean warbler body size adheres to Bergmann's rule: individuals in northern populations are larger than those in southern populations. Variation in body size is best explained by variation in dry and wet‐bulb temperature and actual evapotranspiration. Main conclusions Adherence to Bergmann's rule by the cerulean warbler appears to be linked to thermodynamics (heat conservation in the north, evaporative cooling in the south) and resource seasonality. Multiple selection pressures can interact to generate a single axis of morphological geographical variation, and even subtle fluctuations in climatic variables can exert significant selection pressures. We suggest that the influence of selection pressures on migrants might be enhanced by migratory connectivity, providing further support for the important role played by this phenomenon in the ecology, evolution and population dynamics of migratory songbirds.     

Geographical variation in morphology and its environmental correlates in a widespread North American lizard,Anolis carolinensis (Squamata: Dactyloidae)

The green anole, Anolis carolinensis, has long been an important model organism for studies of physiology and behaviour, and recently became the first reptile to have its genome sequenced. With a large and environmentally heterogeneous distribution, especially in relation to well‐studied Antillean relatives, A. carolinensis is also emerging as an important organism for novel studies of geographical differentiation and adaptation. In the present study, we quantify the degree of morphological variation in this species and test for environmental correlates of this variation. We also examine adherence to Bergmann's and Allen's rule, two eco‐geographical principles that have been well studied over large species ranges. We sampled from 14 populations across the distribution of the species in North America and measured 28 distinct morphological traits. We also collected a suite of environmental variables for each site, including those related to temperature, precipitation, and vegetation. Ultimately, we found a large degree of geographical variation in morphology, with head traits contributing the most to differences among populations. Morphological variation was correlated with variation in temperature, precipitation, and latitude across sites. We found no support for reverse Bergmann's rule typical of squamates, although we did find a trend of reverse Allen's rule. Ultimately, the present study provides a novel look at A. carolinensis and establishes it as a strong candidate for further studies of variation and adaptation over a large range.     

Cold adaptation in the Asian tiger mosquito's native range precedes its invasion success in temperate regions

Adaptation to environmental conditions within the native range of exotic species can condition the invasion success of these species outside their range. The striking success of the Asian tiger mosquito, Aedes albopictus, to invade temperate regions has been attributed to the winter survival of diapause eggs in cold environments. In this study, we evaluate genetic polymorphisms (SNPs) and wing morphometric variation among three biogeographical regions of the native range of A. albopictus. Reconstructed demographic histories of populations show an initial expansion in Southeast Asia and suggest that marine regression during late Pleistocene and climate warming after the last glacial period favored expansion of populations in southern and northern regions, respectively. Searching for genomic signatures of selection, we identified significantly differentiated SNPs among which several are located in or within 20 kb distance from candidate genes for cold adaptation. These genes involve cellular and metabolic processes and several of them have been shown to be differentially expressed under diapausing conditions. The three biogeographical regions also differ for wing size and shape, and wing size increases with latitude supporting Bergmann's rule. Adaptive genetic and morphometric variation observed along the climatic gradient of A. albopictus native range suggests that colonization of northern latitudes promoted adaptation to cold environments prior to its worldwide invasion.     

The mating chances of small males of the cerambycid beetleTrachyderes mandibularis differ in different environments (Coleoptera: Cerambycidae)

Some males of the cerambycid beetle Trachyderes (Dendrobias) mandibularisgained access to mates by defending a patchily distributed food resource, the fruits of saguaro cactus (Cereus giganteus).Male beetles differed greatly in fighting ability because of extreme variation in body size and a striking dimorphism in mandibular weaponry. As is typical in resource defense mating systems, larger males had an advantage in combat. Major males with their large pincer jaws invariably defeated minor males with small cutting jaws, and larger majors usually defeated smaller majors. However, although minor males were at a competitive disadvantage on saguaro fruits, they did not suffer a great penalty in terms of mating probability. In contrast, minor males have a considerably lower probability of mating at desert broom (Baccharis sarothroides)where sap ooze sites are few in number and effectively monopolized by major males (Goldsmith, S. K., Behav. Ecol. Sociobiol.20,111–115, 1987). On saguaros, minor males successfully obtained mates through scramble competition while avoiding direct physical competition with larger, territorial major males. Smaller males of either morph may have succeeded in acquiring mates in part because there were many more ripe saguaro fruits than beetles, which made it impossible for larger major males to monopolize females effectively under these conditions.     

Geographic variation in body size and its relationship with environmental gradients in the Oriental Garden Lizard,Calotes versicolor

Patterns of geographic variation in body size are predicted to evolve as adaptations to local environmental gradients. However, many of these clinal patterns in body size, such as Bergmann's rule, are controversial and require further investigation into ectotherms such as reptiles on a regional scale. To examine the environmental variables (temperature, precipitation, topography and primary productivity) that shaped patterns of geographic variation in body size in the reptile Calotes versicolor, we sampled 180 adult specimens (91 males and 89 females) at 40 locations across the species range in China. The MANOVA results suggest significant sexual size dimorphism in C. versicolor (F_23,124 = 11.32, p < .001). Our results showed that C. versicolor failed to fit the Bergmann's rule. We found that the most important predictors of variation in body size of C. versicolor differed for males and females, but mechanisms related to heat balance and water availability hypotheses were involved in both sexes. Temperature seasonality, precipitation of the driest month, precipitation seasonality, and precipitation of the driest quarter were the most important predictors of variation in body size in males, whereas mean precipitation of the warmest quarter, mean temperature of the wettest quarter, precipitation seasonality, and precipitation of the wettest month were most important for body size variation in females. The discrepancy between patterns of association between the sexes suggested that different selection pressures may be acting in males and females.     

Saguaro (Carnegiea gigantea, Cactaceae) age-height relationships and growth: the development of a general growth curve

Because the growth rate of saguaros varies across different environments, past studies on saguaro population structure required extensive data collection (often over many decades) followed by site-specific analysis to estimate age at the sampled locale. However, when height-growth data from different populations are compared, the overall shape of the growth curves is similar. In this study, a formula was developed to establish saguaro age-height relationships (using stepwise regression) that can be applied to any saguaro population and only requires a site-specific factor to adjust the curve to the local growth rate. This adjustment factor can be established more efficiently and requires less data than the full analyses required for previous studies. Saguaro National Park East (SNP-E) was used as the baseline factor, set to 1.0. Results yielded a factor of 0.743 for SNP West. When the formula was applied to 10-yr interval data from Organ Pipe Cactus National Monument (OPCNM) in Arizona, USA, this location had a factor of 0.617 (relative to SNP-E). With this formula and relatively little field sampling, the age of any individual saguaro (whether the individual was sampled or not) in any population can be estimated.     

The regeneration of a protected Sonoran Desert cactus since 1800 A.D. over 50,000 km2 of its range

The tall, branched saguaro cactus (Carnegiea gigantea) is perhaps the best-recognized symbol of the desert. However, little is known about the regeneration and future of the species outside of a few well-studied populations. In 2000, data for 537 saguaros were collected in 30 populations throughout the northern Sonoran Desert. A recently developed technique now provides a mechanism by which to reconstruct individual age at multiple populations. This new technique is based on a general growth curve with a site-specific adjustment factor, which I calculate based on local growth data and a recognized relationship with summer rain. Thus, the year of establishment was estimated for all saguaros in each of the populations individually, followed by the merging of all individuals, to create a single regeneration and survivorship curve for the combined regional dataset. Unlike other studies that only look at regeneration at one site, this is the first study to look at the long-term regeneration of the species over an area of more than 50,000 km², nearly the US portion of its range. The results suggest that over the long term, the population is quite stable, with a favorable period of regeneration in the late 1800s and early 1900s. It is also encouraging that the frequency of individuals that established in the most recent time period is relatively high. However, whether these youngest individuals will persist over the long-term in the face of future extreme freezing events (which can substantially thin populations) is not clear.     

Bergmann's and Rensch's rules and the spur‐thighed tortoise (Testudo graeca)

Body size is an ecologically important variable in animals. The geographical size variation of most snakes and some lizards counters Bergmann's rule in that, among related taxa, the larger ones live at warmer latitudes. However, exceptions notwithstanding, and despite being ectothermic, turtles as a group tend to obey Bergmann's rule. We examined this idea in Testudo graeca, ranging from Morocco to Romania and to Iran with disputed systematics, both at the global scale (using literature) and within the focal area of Israel (using museum specimens). Both globally and locally, carapace length correlated with latitude, in accordance with Bergmann's rule. The scant data on reproduction fully support the hypothesis that Bergmann's rule enables larger clutches where the climate would limit repeated clutches. The sexual size dimorphism (SSD) was approached using two methodologies: (1) ‘conventional’, using globally literature data and locally museum samples and (2) ‘innovated’, using photographs of copulating tortoises from Israel and Turkey. By each methodology, SSD emerged as being male biased in the larger‐bodied populations and female biased in the smaller‐bodied populations, obeying Rensch's rule. Some observations support the hypothesis that the evolution of large males serves intermale combating. Finally, Rensch's rule was found to apply separately within Anatolia and within the Levant, possibly indicating that these populations are separate.     

A global assessment of Bergmann's rule in mammals and birds

Bergmann's rule states that endotherms have a large body size in high latitudes and cold climates. However, previous empirical studies have reported mixed evidence on the relationships between body size and latitude, raising the question of why some clades of endotherms follow Bergmann's rule, whereas others do not. Here, we synthesized the interspecific relationships between body size and latitude among 16,187 endothermic species (5422 mammals and 10,765 birds) using Bayesian phylogenetic generalized linear mixed models to examine the strength and magnitude of Bergmann's rule. We further assessed the effect of biological and ecological factors (i.e., body mass categories, dietary guild, winter activity, habitat openness, and climate zone) on the variations in the body mass–latitude relationships by adding an interaction term in the models. Our results revealed a generally weak but significant adherence to Bergmann's rule among all endotherms at the global scale. Despite taxonomic variation in the strength of Bergmann's rule, the body mass of species within most animal orders showed an increasing trend toward high latitudes. Generally, large-bodied, temperate species, non-hibernating mammals, and migratory and open-habitat birds tend to conform to Bergmann's rule more than their relatives do. Our results suggest that whether Bergmann's rule applies to a particular taxon is mediated by not only geographic and biological features, but also potential alternate strategies that species might have for thermoregulation. Future studies could explore the potential of integrating comprehensive trait data into phylogenetic comparative analysis to re-assess the classic ecogeographic rules on a global scale.     

Sex‐specific winter distribution in a sexually dimorphic shorebird is explained by resource partitioning

Sexual size dimorphism (SSD) implies correlated differences in energetic requirements and feeding opportunities, such that sexes will face different trade‐offs in habitat selection. In seasonal migrants, this could result in a differential spatial distribution across the wintering range. To identify the ecological causes of sexual spatial segregation, we studied a sexually dimorphic shorebird, the bar‐tailed godwit Limosa lapponica, in which females have a larger body and a longer bill than males. With respect to the trade‐offs that these migratory shorebirds experience in their choice of wintering area, northern and colder wintering sites have the benefit of being closer to the Arctic breeding grounds. According to Bergmann's rule, the larger females should incur lower energetic costs per unit of body mass over males, helping them to winter in the cold. However, as the sexes have rather different bill lengths, differences in sex‐specific wintering sites could also be due to the vertical distribution of their buried prey, that is, resource partitioning. Here, in a comparison between six main intertidal wintering areas across the entire winter range of the lapponica subspecies in northwest Europe, we show that the percentage of females between sites was not correlated with the cost of wintering, but was positively correlated with the biomass in the bottom layer and negatively with the biomass in the top layer. We conclude that resource partitioning, rather than relative expenditure advantages, best explains the differential spatial distribution of male and female bar‐tailed godwits across northwest Europe.     

Interrelations of global macroecological patterns in wing and thorax size,sexual size dimorphism,and range size of the Drosophilidae

Support for macroecological rules in insects is mixed, with potential confounding interrelations between patterns rarely studied. We here investigate global patterns in body and wing size, sexual size dimorphism and range size in common fruit flies (Diptera: Drosophilidae) and explore potential interrelations and the predictive power of Allen's, Bergmann's, Rensch's and Rapoport's rules. We found that thorax length (r² = 0.05) and wing size (r² = 0.09) increased with latitude, supporting Bergmann's rule. Contrary to patterns often found in endothermic vertebrates, relative wing size increased towards the poles (r² = 0.12), a pattern against Allen's rule, which we attribute to selection for increased flight capacity in the cold. Sexual size dimorphism decreased with size, evincing Rensch's rule across the family (r² = 0.14). Yet, this pattern was largely driven by the virilis–repleta radiation. Finally, range size did not correlate with latitude, although a positive relationship was present in a subset of the species investigated, providing no convincing evidence for Rapoport's rule. We further found little support for confounding interrelations between body size, wing loading and range size in this taxon. Nevertheless, we demonstrate that studying several traits simultaneously at minimum permits better interpretation in case of multiple, potentially conflicting trends or hypotheses concerning the macroecology of insects.     

Tolerance to multiple climate stressors: a case study of Douglas‐fir drought and cold hardiness

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Evolutionary and biogeographical implications of variation in skull morphology of raccoon dogs (Nyctereutes procyonoides,Mammalia: Carnivora)

Morphological characteristics reflect geographical variation resulting from adaptation to varying environmental conditions. Carnivore species distributed over a wide geographical range generally have highly polymorphic morphological variation. The raccoon dog (Nyctereutes procyonoides) has a longitudinal distribution restricted to East Asia and the northern Indochina Peninsula. Its unique geographical range makes it an appropriate model to examine how morphological differences are influenced by geography. To demonstrate morphological evolution of Russian, Chinese, Korean and Japanese raccoon dogs predicted by geographical differences, we tested the island rule and Bergmann's rule. We compared craniodental variation among populations and examined morphological implications for intraspecific taxonomic status. Insular raccoon dogs possessed substantially smaller body size than those from the mainland. Moreover, different island effects among Japanese islands were demonstrated by markedly larger occipital condyle breath in the Hokkaido population. Larger skull size in Russian and Hokkaido raccoon dogs could be explained by Bergmann's rule. Based on previous chromosomal and molecular studies and results of our morphological analyses, we suggest Japanese raccoon dogs are a distinct species from the mainland N. procyonoides.     

Weapon allometry varies with latitude in the New Zealand giraffe weevil

Animal body size commonly shows a relationship with latitude to the degree that this phenomenon is one of the few ‘rules’ discussed in evolutionary ecology: Bergmann's rule. Although exaggerated secondary sexual traits frequently exhibit interesting relationships with body size (allometries) and are expected to evolve rapidly in response to environmental variation, the way in which allometry might interact with latitude has not been addressed. We present data showing latitudinal variation in body size and weapon allometry for the New Zealand giraffe weevil (Lasiorhynchus barbicornis). Males display an extremely elongated rostrum used as a weapon during fights for access to females. Consistent with Bergmann's rule, mean body size increased with latitude. More interestingly, weapon allometry also varied with latitude, such that lower latitude populations exhibited steeper allometric slopes between weapon and body size. To our knowledge, this is the first study to document a latitudinal cline in weapon allometry and is therefore a novel contribution to the collective work on Bergmann's rule and secondary sexual trait variation.