THE JOINT EVOLUTION OF DISPERSAL AND DORMANCY IN A METAPOPULATION WITH LOCAL EXTINCTIONS AND KIN COMPETITION

Dispersal and dormancy are two strategies that allow recolonization of empty patches and escape from kin competition. Because they presumably respond to similar evolutionary forces, it is tempting to consider that these strategies may substitute for each other. Yet in order to predict the outcome of the evolution of dispersal and dormancy, and to characterize the emerging covariation between both traits, it is necessary to consider models where dispersal and dormancy evolve jointly. Here, we analyze the evolution of dispersal and dormancy as a function of direct fitness costs, environmental variation, and competition among relatives. We consider two scenarios depending on whether the rates of dormancy for philopatric and dispersed individuals are constrained to be the same (unconditional dormancy) or allowed to be different (conditional dormancy). We show that only philopatric individuals should enter dormancy, at a rate increasing with increasing rates of local extinction and decreasing population sizes. When dormancy and dispersal evolve jointly, we observe a wide range of evolutionary outcomes. In particular, we find that the pattern of covariation between the evolutionarily stable rates of dispersal and dormancy is molded by the rate of extinction and the local population size.     

Kin Competition, the Cost of Inbreeding and the Evolution of Dispersal

Dispersal is often presented as a mechanism to avoid competition among relatives and inbreeding depression. However, the formal analysis of the effects of both these factors on the evolution of dispersal has only been conducted in few studies with strong restrictive assumptions. In this paper, I first derive the evolutionary stable dispersal rate as a function of three parameters: (1) the cost of dispersal, c, (2) the coefficient of relatedness among randomly chosen offspring, R, and (3) the cost of inbreeding, δ. In a second step, relatedness is used as a dynamical variable for the derivation of the evolutionarily stable dispersal rate. Finally, in a third step, relatedness and the cost of inbreeding are assumed to be dynamical variables. This allows to analyse the more realistic situation where dispersal, relatedness and the cost of inbreeding are coevolving simultaneously. Several subcases are considered depending on the genetic determinism (haploid or diploid), the control of the dispersal strategy (parent or offspring control of dispersal) and the plasticity of dispersal with sexes (with or without sex-specific dispersal rates). This analysis clarifies the role of the cost of inbreeding and kin competition on the evolution of dispersal (in particular on the evolution of sex-biased dispersal rates) and leads to quantitative and testable predictions.     

A simple evolutionary model of dormancy and dispersal in heterogeneous patches with special reference to phytophagous lady beetles: I. Stable environments

A simple evolutionary model of dormancy and dispersal is presented with special reference to phytophagous lady beetles. In order to investigate spatially heterogeneous environments, we assume the simplest patch structure, that is, there are only two patches, main and sub. Environments are also assumed to be temporally constant. The main patch is superior to the sub patch, but density effect at the main patch is higher than at the sub patch. Optimal dormancy and dispersal are obtained at the same time by the method of evolutionarily stable strategy (ESS). In the univoltine life cycle, dormancy strategy vanishes because dormant individuals do not reproduce at all but suffer from a certain mortality rate during winter hibernation. In the bivoltine life cycle, the dormancy and dispersal rates constitute a trade-off: the rates change together with a negative correlation when the mortality rate during dispersal or during winter hibernation changes. When suitability of the main patch gradually deteriorates, the optimal strategy changes as follows: neither dormancy nor dispersal is adopted at the most suitable condition, the dispersal rate is increased without dormancy in the intermediate condition, and then the dormancy rate is increased with a constant dispersal rate. We discuss the field observation data of lady beetles in the light of results of our model.     

Evolution of density- and patch-size-dependent dispersal rates

Based on a marginal value approach, we derive a nonlinear expression for evolutionarily stable (ES) dispersal rates in a metapopulation with global dispersal. For the general case of density-dependent population growth, our analysis shows that individual dispersal rates should decrease with patch capacity and-beyond a certain threshold-increase with population density. We performed a number of spatially explicit, individual-based simulation experiments to test these predictions and to explore further the relevance of variation in the rate of population increase, density dependence, environmental fluctuations and dispersal mortality on the evolution of dispersal rates. They confirm the predictions of our analytical approach. In addition, they show that dispersal rates in metapopulations mostly depend on dispersal mortality and inter-patch variation in population density. The latter is dominantly driven by environmental fluctuations and the rate of population increase. These conclusions are not altered by the introduction of neighbourhood dispersal. With patch capacities in the order of 100 individuals, kin competition seems to be of negligible importance for ES dispersal rates except when overall dispersal rates are low.     

Evolutionarily Stable Dispersal Rates Do Not Always Increase with Local Extinction Rates

Earlier models on the evolution of dispersal have suggested that evolutionarily stable dispersal rates should increase with the frequency of local extinctions. Most metapopulation models assume site saturation (i.e., no local population dynamics), yet the majority of species distributed as metapopulations rarely attain carrying capacity in all occupied patches. In this article, we relax this assumption and examine the evolutionarily stable dispersal rate under nonsaturated but still competitive demographic conditions. Contrary to previous predictions, we show that increasing local extinction rates may allow decreasing dispersal rates to evolve.     

Joint evolution of altruistic cooperation and dispersal in a metapopulation of small local populations

We investigate the joint evolution of public goods cooperation and dispersal in a metapopulation model with small local populations. Altruistic cooperation can evolve due to assortment and kin selection, and dispersal can evolve because of demographic stochasticity, catastrophes and kin selection. Metapopulation structures resulting in assortment have been shown to make selection for cooperation possible. But how does dispersal affect cooperation and vice versa, when both are allowed to evolve as continuous traits? We found four qualitatively different evolutionary outcomes. (1) Monomorphic evolution to full defection with positive dispersal. (2) Monomorphic evolution to an evolutionarily stable state with positive cooperation and dispersal. In this case, parameter changes selecting for increased cooperation typically also select for increased dispersal. (3) Evolutionary branching can result in the evolutionarily stable coexistence of defectors and cooperators. Although defectors could be expected to disperse more than cooperators, here we show that the opposite case is also possible: Defectors tend to disperse less than cooperators when the total amount of cooperation in the dimorphic population is low enough. (4) Selection for too low cooperation can cause the extinction of the evolving population. For moderate catastrophe rates dispersal needs to be initially very frequent for evolutionary suicide to occur. Although selection for less dispersal in principle could prevent such evolutionary suicide, in most cases this rescuing effect is not sufficient, because selection in the cooperation trait is typically much stronger. If the catastrophe rate is large enough, a part of the boundary of viability can be evolutionarily attracting with respect to both strategy components, in which case evolutionary suicide is expected from all initial conditions.     

The ideal free distribution as an evolutionarily stable strategy

We examine the evolutionary stability of strategies for dispersal in heterogeneous patchy environments or for switching between discrete states (e.g. defended and undefended) in the context of models for population dynamics or species interactions in either continuous or discrete time. There have been a number of theoretical studies that support the view that in spatially heterogeneous but temporally constant environments there will be selection against unconditional, i.e. random, dispersal, but there may be selection for certain types of dispersal that are conditional in the sense that dispersal rates depend on environmental factors. A particular type of dispersal strategy that has been shown to be evolutionarily stable in some settings is balanced dispersal, in which the equilibrium densities of organisms on each patch are the same whether there is dispersal or not. Balanced dispersal leads to a population distribution that is ideal free in the sense that at equilibrium all individuals have the same fitness and there is no net movement of individuals between patches or states. We find that under rather general assumptions about the underlying population dynamics or species interactions, only such ideal free strategies can be evolutionarily stable. Under somewhat more restrictive assumptions (but still in considerable generality), we show that ideal free strategies are indeed evolutionarily stable. Our main mathematical approach is invasibility analysis using methods from the theory of ordinary differential equations and nonnegative matrices. Our analysis unifies and extends previous results on the evolutionary stability of dispersal or state-switching strategies.     

Evolution of stepping-stone dispersal rates

We present a general model of the evolution of dispersal in a population with any distribution of dispersal distance. We use this model to analyse evolutionarily stable (ES) dispersal rates for the classical island model of dispersal and for three different stepping-stone models. Using general techniques to compute relatedness coefficients in the different dispersal models which we consider, we find that the distribution of dispersal distance may affect the ES dispersal rate when the cost of dispersal is low. In this case the ES dispersal rate increases with the number of demes that can be reached by one dispersal event. However, for increasing cost the ES dispersal rate converges to a value independent of the distribution of dispersal distance. These results are in contrast to previous analyses of similar models. The effects of the size (number of demes) and shape (ratio between the width and the length) of the population on the evolution of dispersal are also studied. We find that larger and more elongated populations lead generally to higher ES dispersal rates. However, both of these effects can only be observed for extreme parameter values (i.e. for very small and very elongated populations). The direct fitness method and the analytical techniques used here to compute relatedness coefficients provide an efficient way to analyse ES strategies in subdivided populations.     

The evolution of dispersal in a two-patch system: some consequences of differences between migrants and residents

We investigate how age-structure and differences in certain demographic traits between residents and immigrants of a single species act to determine the evolutionarily stable dispersal strategy in a two-patch environment that is heterogeneous in space but constant in time. These two factors have been neglected in previous models of the evolution of dispersal, which generally consider organisms with very simple life-cycles and assume that, whatever their origin, individuals in a given habitat have the same bio-demographic characteristics. However, there is increasing empirical evidence that dispersing individuals have different demographic properties from phylopatric ones. We develop a matrix model in which recruitment depends on local population densities. We assume that dispersal entails a proportional cost to immigrant fecundity, which can be compensated by differences in survival rates between immigrants and residents. The evolutionarily stable strategies (ESS) for dispersal are identified using a combination of analytical expressions and numerical simulations. Our results show that philopatry is selected (1) when dispersal rates do not vary in space, (2) when the metapopulation is a source-sink system and (3) when dispersal rates vary in space (asymmetric dispersal) and immigrants do not compensate for their reduced fecundity. We observe that non-zero asymmetric dispersal rates may be evolutionarily stable when (1) immigrants and residents are demographically alike and (2) immigrants compensate totally for their reduced fecundity through an increase in adult survival. Under these conditions, we find that the ESS occurs when the fitnesses at equilibrium in the two habitats, measured in our model by the realized reproductive rates, are each equal to unity. A comparison with previous studies suggests a unifying rule for the evolution of dispersal: the dispersal rates which permit the spatial homogenization of fitnesses are ESSs. This condition provides new insight into the evolutionary stability of source-sink systems. It also supports the hypothesis that immigrants have adapted demographic strategies, rather than the hypothesis that dispersal is costly and immigrants are at a disavantage compared with residents.     

Local extinction and the evolution of dispersal rates: causes and correlations

We present the results of individual-based simulation experiments on the evolution of dispersal rates of organisms living in metapopulations. We find conflicting results regarding the relationship between local extinction rate and evolutionarily stable (ES) dispersal rate depending on which principal mechanism causes extinction: if extinction is caused by environmental catastrophes eradicating local populations, we observe a positive correlation between extinction and ES dispersal rate; if extinction is a consequence of stochastic local dynamics and environmental fluctuations, the correlation becomes ambiguous; and in cases where extinction is caused by dispersal mortality, a negative correlation between local extinction rate and ES dispersal rate emerges. We conclude that extinction rate, which both affects and is affected by dispersal rates, is not an ideal predictor for optimal dispersal rates.     

Multiple risk reduction mechanisms: can dormancy substitute for dispersal?

In a spatiotemporally variable environment, plants use seed dispersal and dormancy to reduce risk. Intuition suggests that dormancy should be able to substitute for dispersal, so that dormancy will reduce the optimal mean dispersal distance, and previous theoretical studies using temporally uncorrelated environments have found this to be true. I show that in the presence of positive temporal correlations, dormancy instead increases dispersal: dormancy and dispersal are not interchangeable risk reduction mechanisms. Dispersal has both costs (seeds landing in unfavourable habitat) and benefits (seeds being in place to exploit newly favourable habitat). I discuss how the costs and benefits balance to determine optimal dispersal and how dormancy shifts this balance, causing dispersal to increase. I also find that an interaction between spatial and temporal correlations determines whether an evolutionarily stable dispersal distance exists at all and confirm the expectation that increasing the scale of spatial correlations causes dispersal to increase.     

Adaptation of timing of life history traits and population dynamic responses to climate change in spatially structured populations

Changes in the seasonal timing of life history events are documented effects of climate change. We used a general model to study how dispersal and competitive interactions affect eco-evolutionary responses to changes in the temporal distribution of resources over the season. Specifically, we modeled adaptation of the timing of reproduction and population dynamic responses in two competing populations that disperse between two habitats characterized by an early and late resource peak. We investigated three scenarios of environmental change: (1) food peaks advance in both habitats, (2) in the late habitat only and (3) in the early habitat only. At low dispersal rates the evolutionarily stable timing of reproduction closely matched the local resource peak and the environmental change typically caused population decline. Larger dispersal rates rendered less intuitive eco-evolutionary population responses. First, dispersal caused mismatch between evolutionarily stable timing of reproduction and local resource peaks and as a result, reproductive output for subpopulations could increase as well as decrease when resource availability underwent temporal shifts. Second, population responses were contingent on competition between populations. This could accelerate population declines and cause extinctions or even reverse population trends from negative to positive compared to the low dispersal case. When dispersal rate was large and the early resource peak was advanced available niche space was reduced. Hence, even when a population survived the environmental change and obtained positive equilibrium population density, subsequent adaptation of competing populations could drive it to extinction due to convergent evolution and competitive exclusion. These results shed new light on the role of competition and dispersal for the evolution of timing of life history events and provide guidelines for understanding short and long-term population response to climate change.     

Evolution of dispersal in metapopulations with local density dependence and demographic stochasticity

In this paper, we predict the outcome of dispersal evolution in metapopulations based on the following assumptions: (i) population dynamics within patches are density-regulated by realistic growth functions; (ii) demographic stochasticity resulting from finite population sizes within patches is accounted for; and (iii) the transition of individuals between patches is explicitly modelled by a disperser pool. We show, first, that evolutionarily stable dispersal rates do not necessarily increase with rates for the local extinction of populations due to external disturbances in habitable patches. Second, we describe how demographic stochasticity affects the evolution of dispersal rates: evolutionarily stable dispersal rates remain high even when disturbance-related rates of local extinction are low, and a variety of qualitatively different responses of adapted dispersal rates to varied levels of disturbance become possible. This paper shows, for the first time, that evolution of dispersal rates may give rise to monotonically increasing or decreasing responses, as well as to intermediate maxima or minima.     

DISPERSAL AND PLANT MATING SYSTEMS: THE EVOLUTION OF SELF-FERTILIZATION IN SUBDIVIDED POPULATIONS

Intermediate rates of self-fertilization can be evolutionarily stable when the progeny of self-fertilization events are less successful migrants than those of outcrossing events, unless self-fertilization reduces an individual's contribution to the pollen pool by an amount equal to the rate at which it self-fertilizes. This result holds regardless of whether pollen or diaspores are more widely dispersed. The differential migration of selfed and outcrossed progeny may be a result of differential establishment with comparable rates of dispersal, or it may be a result of differential dispersal rates. In the first case, detailed predictions concerning the evolutionarily stable selfing rate can be made. In the second case, only qualitative predictions are possible in the absence of specific assumptions about how the migration rate is affected by the average selfing rate in each subpopulation.     

Adaptive diversification of germination strategies.

Evolution of the germination rate (the proportion of newly produced and dormant seeds that germinates every year) of annual plants is investigated, when the environment is temporally stochastic and spatially heterogeneous. The environment consists of two habitats with synchronous stochastic variation in the annual yield and permanent difference in constant seed survival rates. Density dependence operates within the habitats, which are connected via restricted seed dispersal. We find that instead of a single common evolutionarily stable strategy the coexistence of several germination strategies is possible and that in an initially monomorphic population evolutionary branching may occur. During evolutionary branching the population undergoes disruptive selection and splits into two branches of different lineages that converge to the evolutionarily stable coalition of different germination strategies. It is shown that spatial heterogeneity and restricted dispersal are essential for evolutionary branching. Disruptive selection on the germination rate presents yet another possibility for parapatric speciation.     

Evolution of unconditional dispersal in periodic environments

Organisms modulate their fitness in heterogeneous environments by dispersing. Prior work shows that there is selection against 'unconditional' dispersal in spatially heterogeneous environments. 'Unconditional' means individuals disperse at a rate independent of their location. We prove that if within-patch fitness varies spatially and between two values temporally, then there is selection for unconditional dispersal: any evolutionarily stable strategy (ESS) or evolutionarily stable coalition (ESC) includes a dispersive phenotype. Moreover, at this ESS or ESC, there is at least one sink patch (i.e. geometric mean of fitness less than one) and no sources patches (i.e. geometric mean of fitness greater than one). These results coupled with simulations suggest that spatial-temporal heterogeneity is due to abiotic forcing result in either an ESS with a dispersive phenotype or an ESC with sedentary and dispersive phenotypes. In contrast, the spatial-temporal heterogeneity due to biotic interactions can select for higher dispersal rates that ultimately spatially synchronize population dynamics.     

A novel fitness proxy in structured locally finite metapopulations with diploid genetics, with an application to dispersal evolution

Many studies of evolutionarily stable strategies (ESS) for technical reasons make the simplification that reproduction is clonal. A post-hoc justification is that in the simplest eco-evolutionary models more realistic genetic assumptions, such as haploid sexual or diploid sexual cases, yield results compatible with the clonal ones. For metapopulations the technical reasons were even more poignant thanks to the lack of accessible fitness proxies for the diploid case. However, metapopulations are also precisely the sort of ecological backdrop for which one expect discrepancies between the evolutionary outcomes derived from clonal reproduction and diploid genetics, because substantially many mutant homozygotes appear locally even though the mutant is rare globally. In this paper we devise a fitness proxy applicable to the haploid sexual and diploid sexual case, in the style of Metz and Gyllenberg [Metz, J.A.J., Gyllenberg, M., 2001. How should we define fitness in structured metapopulation models? Including an application to the calculation of ES dispersal strategies. Proc. R. Soc. Lond. B 268, 499-508], that can cope with local population fluctuations due to environmental and demographic stochasticity. With the use of this fitness proxy we find that in dispersal evolution the studied clonal model is equivalent with the haploid sexual model, and that there are indeed many differences between clonal and diploid ESS dispersal rates. In a homogenous landscape the discrepancy is but minor (less than 2%), but the situation is different in a heterogeneous landscape: Not only is the quantitative discrepancy between the two types of ESSs appreciable (around 10%-20%), but more importantly, at the same parameter values, evolutionarily stability properties may differ. It is possible, that the singular strategy is evolutionarily stable in the clonal case but not in the diploid case, and vice versa.     

Environmentally induced dispersal under heterogeneous logistic growth

We consider a single-species model which is composed of several habitats connected by linear migration rates and having logistic growth. A spatially varying, temporally constant environment is introduced by the non-homogeneity of its carrying capacity. Under this condition any type of purely diffusive behavior, characterized in our model by symmetric migration rates, produces an unbalanced population distribution, i.e. some locations receive more individuals than can be supported by the environmental carrying capacity, while others receive less. Using an evolutionarily stable strategy (ESS) approach we show that an asymmetric migration mechanism, induced by the heterogeneous carrying capacity of the environment, will be selected. This strategy balances the inflow and outflow of individuals in each habitat (balanced dispersal), as well as 'balancing' the spatial distribution relative to variation in carrying capacity (the Ideal Free Distribution from habitat selection theory). We show that several quantities are maximized or minimized by the evolutionarily stable dispersal strategy.     

Can varying inbreeding depression select for intermediary selfing rates?

We study the evolution of the self-fertilization of an annual hermaphroditic plant under varying inbreeding depression. While classical population genetic models treat inbreeding depression as a constant parameter, recent empirical research has shown that changing environmental conditions can make inbreeding depression vary. Here, we create a simple phenotypic model, assuming variable inbreeding depression. We investigate how different types of variability (spatial, temporal, and spatiotemporal variability) affect the evolution of selfing rates in three models. Two main results, which differ from the classical predictions, emerge from this study. First, we find that fluctuating environments, which influence the magnitude of inbreeding depression, are able to select for evolutionarily stable intermediary selfing rates. Second, we show that spatiotemporal variation of inbreeding depression can lead to the development and the maintenance of polymorphic selfing rates within a population.     

The ideal free distribution as an evolutionarily stable strategy

We examine the evolutionary stability of strategies for dispersal in heterogeneous patchy environments or for switching between discrete states (e.g. defended and undefended) in the context of models for population dynamics or species interactions in either continuous or discrete time. There have been a number of theoretical studies that support the view that in spatially heterogeneous but temporally constant environments there will be selection against unconditional, i.e. random, dispersal, but there may be selection for certain types of dispersal that are conditional in the sense that dispersal rates depend on environmental factors. A particular type of dispersal strategy that has been shown to be evolutionarily stable in some settings is balanced dispersal, in which the equilibrium densities of organisms on each patch are the same whether there is dispersal or not. Balanced dispersal leads to a population distribution that is ideal free in the sense that at equilibrium all individuals have the same fitness and there is no net movement of individuals between patches or states. We find that under rather general assumptions about the underlying population dynamics or species interactions, only such ideal free strategies can be evolutionarily stable. Under somewhat more restrictive assumptions (but still in considerable generality), we show that ideal free strategies are indeed evolutionarily stable. Our main mathematical approach is invasibility analysis using methods from the theory of ordinary differential equations and nonnegative matrices. Our analysis unifies and extends previous results on the evolutionary stability of dispersal or state-switching strategies.