Testing the island rule: primates as a case study

The island rule states that after island colonization, larger animals tend to evolve reduced body sizes and smaller animals increased sizes. Recently, there has been disagreement about how often, if ever, this rule applies in nature, and much of this disagreement stems from differences in the statistical tests employed. This study shows, how different tests of the island rule assume different null hypotheses, and that these rely on quite different biological assumptions. Analysis and simulation are then used to quantify the biases in the tests. Many widely used tests are shown to yield false support for the island rule when island and mainland evolution are indistinguishable, and so a Monte Carlo permutation test is introduced that avoids this problem. It is further shown that tests based on independent contrasts lack power to detect the island rule under certain conditions. Finally, a complete reanalysis is presented of recent data from primates. When head-body length is used as the measure of body size, reports of the island rule are shown to stem from methodological artefacts. But when skull length or body mass are used, all tests agree that the island rule does hold in primates.     

The island rule: made to be broken?

The island rule is a hypothesis whereby small mammals evolve larger size on islands while large insular mammals dwarf. The rule is believed to emanate from small mammals growing larger to control more resources and enhance metabolic efficiency, while large mammals evolve smaller size to reduce resource requirements and increase reproductive output. We show that there is no evidence for the existence of the island rule when phylogenetic comparative methods are applied to a large, high-quality dataset. Rather, there are just a few clade-specific patterns: carnivores; heteromyid rodents; and artiodactyls typically evolve smaller size on islands whereas murid rodents usually grow larger. The island rule is probably an artefact of comparing distantly related groups showing clade-specific responses to insularity. Instead of a rule, size evolution on islands is likely to be governed by the biotic and abiotic characteristics of different islands, the biology of the species in question and contingency.     

Slaying dragons: limited evidence for unusual body size evolution on islands

Aim Island taxa often attain forms outside the range achieved by mainland relatives. Body size evolution of vertebrates on islands has therefore received much attention, with two seemingly conflicting patterns thought to prevail: (1) islands harbour animals of extreme size, and (2) islands promote evolution towards medium body size (‘the island rule’). We test both hypotheses using body size distributions of mammal, lizard and bird species. Location World‐wide. Methods We assembled body size and insularity datasets for the world’s lizards, birds and mammals. We compared the frequencies with which the largest or smallest member of a group is insular with the frequencies expected if insularity is randomly assigned within groups. We tested whether size extremes on islands considered across mammalian phylogeny depart from a null expectation under a Brownian motion model. We tested the island rule by comparing insular and mainland members of (1) a taxonomic level and (2) mammalian sister species, to determine if large insular animals tend to evolve smaller body sizes while small ones evolve larger sizes. Results The smallest species in a taxon (order, family or genus) are insular no more often than would be expected by chance in all groups. The largest species within lizard families and bird genera (but no other taxonomic levels) are insular more often than expected. The incidence of extreme sizes in insular mammals never departs from the null, except among extant genera, where gigantism is marginally less common than expected under a Brownian motion null. Mammals follow the island rule at the genus level and when comparing sister species and clades. This appears to be driven mainly by insular dwarfing in large‐bodied lineages. A similar pattern in birds is apparent for species within orders. However, lizards follow the converse pattern. Main conclusions The popular misconception that islands have more than their fair share of size extremes may stem from a greater tendency to notice gigantism and dwarfism when they occur on islands. There is compelling evidence for insular dwarfing in large mammals, but not in other taxa, and little evidence for the second component of the island rule – gigantism in small‐bodied taxa.     

The ‘Island Rule’ Acting on Anuran Populations (Bufonidae: Rhinella ornata) of the Southern Hemisphere

Darwin and Wallace, in the mid‐nineteenth century, were the first to document examples of natural selection acting on island dwellers. A century later a pattern of morphological differences among organisms on islands was coined the ‘island rule’, which states that on islands species with small individuals tend toward gigantism and large individuals tend toward dwarfism. Selective pressures such as limited resources and increased intraspecific competition modulate the size of organisms in these environments. Of the several works that have tested vertebrates for adherence to the island rule only two have addressed amphibians. This work is the third record of body size variation of island amphibian populations, and the first for the Southern Hemisphere. The islands investigated were once continuous with mainland, and now are isolated as a result of sea level fluctuations that took place in the Pleistocene and Holocene. This study compared morphometric variation in populations of Rhinella ornata (Bufonidae) occurring on three islands of the Costa Verde to populations on five continental areas in Rio de Janeiro, Brazil. We measured 18 morphometric variables of 177 individuals. There was a shift toward smaller body size (dwarfism) in two of the three island populations studied. We attribute this general pattern to geographic factors, verifying the expression of the island rule in tropical frogs populations (insular dwarfism) operating inversely in relation to those of temperate environments (island gigantism).     

Size evolution in island lizards

Aim  The island rule, small animal gigantism and large animal dwarfism on islands, is a topic of much recent debate. While size evolution of insular lizards has been widely studied, whether or not they follow the island rule has never been investigated. I examined whether lizards show patterns consistent with the island rule.
Location  Islands worldwide.
Methods  I used literature data on the sizes of island–mainland population pairs in 59 species of lizards, spanning the entire size range of the group, and tested whether small insular lizards are larger than their mainland conspecifics and large insular lizards are smaller. I examined the influence of island area, island isolation, and dietary preferences on lizard size evolution.
Results  Using mean snout–vent length as an index of body size, I found that small lizards on islands become smaller than their mainland conspecifics, while large ones become larger still, opposite to predictions of the island rule. This was especially strong in carnivorous lizards; omnivorous and herbivorous species showed a pattern consistent with the island rule but this result was not statistically significant. No trends consistent with the island rule were found when maximum snout–vent length was used. Island area had, at best, a weak effect on body size. Using maximum snout–vent length as an index of body size resulted in most lizard populations appearing to be dwarfed on islands, but no such pattern was revealed when mean snout–vent length was used as a size index.
Main conclusions  I suggest that lizard body size is mostly influenced by resource availability, with large size allowing some lizard populations to exploit resources that are unavailable on the mainland. Lizards do not follow the island rule. Maximum snout–vent length may be biased by sampling effort, which should be taken into account when one uses this size index.     

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.     

Biogeography of body size in Pacific island birds

Many insular vertebrates have undergone rapid and dramatic changes in body size compared to their mainland counterparts. Here we explore the relationship between two well known patterns of island body size – the tendency for large‐bodied species to dwarf and small‐bodied species to get larger on islands, known as the “island rule”, and the scaling of maximum and minimum body size of island assemblages with island area. Drawing on both fossil and modern data, we examined the relationship between body size and island area in Pacific island birds, both within clades and at the island assemblage level. We found that the size of the smallest bird on each island decreased with island area while the maximum body size increased with island area. Similarly, within clades the body size of small‐bodied groups decreased and large‐bodied groups increased from small to large islands, consistent with the island rule. However, the magnitude of size change within clades was not sufficient to explain the overall scaling of maximum size with island area. Instead, the pattern was driven primarily by the evolution of very large, flightless birds on large islands. Human‐mediated extinctions on islands over the past few millennia severely impacted large, flightless birds, to the effect that this macroecological pattern has been virtually erased. After controlling for effects of biogeographic region and island area, we found island productivity to be the best predictor of maximum size in flightless birds. This result, and the striking similarities in maximum body size between flightless birds and island mammals, suggests a common energetic mechanism linking body size and landmass area in both the island rule and the scaling of island body size extremes.     

The effect of island area on body size in a primate species from the Sunda Shelf Islands

Aim  We examine the effect of island area on body dimensions in a single species of primate endemic to Southeast Asia, the long-tailed macaque ( Macaca fascicularis ). In addition, we test Allen's rule and a within-species or intraspecific equivalent of Bergmann's rule (i.e. Rensch's rule) to evaluate body size and shape evolution in this sample of insular macaques.
Location  The Sunda Shelf islands of Southeast Asia.
Methods  Body size measurements of insular macaques gathered from the literature were analysed relative to island area, latitude, maximum altitude, isolation from the mainland and other islands, and various climatic variables using linear regression.
Results  We found no statistically significant relationship between island area and body length or head length in our sample of insular long-tailed macaques. Tail length correlated negatively with island area. Head length and body length exhibited increases corresponding to increasing latitude, a finding seemingly consistent with the expression of Bergmann's rule within a single species. These variables, however, were not correlated with temperature, indicating that Bergmann's rule is not in effect. Tail length was not correlated with either temperature or increasing latitude, contrary to that predicted by Allen's rule.
Main conclusions  The island rule dictating that body size will covary with island area does not apply to this particular species of primate. Our study is consistent with results presented in the literature by demonstrating that skull and body length in insular long-tailed macaques do not, strictly speaking, conform to Rensch's rule. Unlike previous studies, however, our findings suggest that tail-length variation in insular macaques does not support Allen's rule.     

Climate change and size evolution in an island rodent species: new perspectives on the island rule

As stated by the island rule, small mammals evolve toward gigantism on islands. In addition they are known to evolve faster than their mainland counterparts. Body size in island mammals may also be influenced by geographical climatic gradients or climatic change through time. We tested the relative effects of climate change and isolation on the size of the Japanese rodent Apodemus speciosus and calculated evolutionary rates of body size change since the last glacial maximum (LGM). Currently A. speciosus populations conform both to Bergmann's rule, with an increase in body size with latitude, and to the island rule, with larger body sizes on small islands. We also found that fossil representatives of A. speciosus are larger than their extant relatives. Our estimated evolutionary rates since the LGM show that body size evolution on the smaller islands has been less than half as rapid as on Honshu, the mainland-type large island of Japan. We conclude that island populations exhibit larger body sizes today not because they have evolved toward gigantism, but because their evolution toward a smaller size, due to climate warming since the LGM, has been decelerated by the island effect. These combined results suggest that evolution in Quaternary island small mammals may not have been as fast as expected by the island effect because of the counteracting effect of climate change during this period.     

Evidence of the island rule and microevolution in white-footed mice (<Emphasis Type="Italic">Peromyscus leucopus</Emphasis>) in an urban harbor archipelago

The island rule generally states that larger species are dwarfed on islands while smaller species exhibit gigantism. Among the smaller species in which this pattern has been observed, rodents have been a focus of numerous studies. Through our long-term trapping on the Boston Harbor Islands, USA, we have revealed that the white-footed mice on Bumpkin and Peddocks Islands exhibit a significantly larger body size than their mainland counterparts. On Bumpkin Island, adult mice averaged 28.2 g (n = 187, SE ± 0.35) and on Peddocks Island adult animals averaged 31.2 g (n = 85, SE ± 0.42). Published average masses for this species range from 15 to 25 g for adults. Additionally, the mice on Bumpkin Island have shown an increase in mass over the course of our study and this increase was significant between 2011 and 2014 when no trapping occurred on that island. The large size suggests that these animals have been isolated on these islands for a sufficient amount of time for divergence to occur. Additionally, the changes in mass over time, in a population with annual turnover, suggests that microevolution in response to environmental factors may be taking place.     

Body size of insular carnivores: little support for the island rule

Large mammals are thought to evolve to be smaller on islands, whereas small mammals grow larger. A negative correlation between relative size of island individuals and body mass is termed the "island rule." Several mechanisms--mainly competitive release, resource limitation, dispersal ability, and lighter predation pressure on islands, as well as a general physiological advantage of modal size--have been advanced to explain this pattern. We measured skulls and teeth of terrestrial members of the order Carnivora in order to analyze patterns of body size evolution between insular populations and their near mainland conspecifics. No correlations were found between the size ratios of insular/mainland carnivore species and body mass. Only little support for the island rule is found when individual populations rather than species are considered. Our data are at odds with those advanced in support of theories of optimal body size. Carnivore size is subjected to a host of selective pressures that do not vary uniformly from place to place. Mass alone cannot account for the patterns in body size of insular carnivores.     

Biogeographic relationships of primates on South-East Asian islands

The number of primate species and genera on thirty-one south-east Asian islands west of the Wallace Line, including Sulawesi, is highly significantly related to surface area of the islands, as expected, but the z value (slope) of each relationship is low (0.21 for species). No association exists between number of taxa and distance to nearest mainland, or to nearest larger island. Excluding the non-Sunda Shelf islands only negligibly changes the relationships. A significant correlation exists between island size and median taxon's body mass, with taxa of 10 kg or more occurring on only the two largest islands. Hence, the primate community changes greatly with island size. The existence of several genera, but no congeners, on small islands, and a checkerboard distribution of the two nocturnal genera (Nycticebus and Tarsius), hints at interspecific competition as a cause of extinction. It is suggested that for comparative purposes, genera/area analyses might be more useful than species/area analyses, because genera are more taxonomically stable, perhaps more comparable across deeper taxa, and might be a better indication of degree of variability.     

Body size evolution in insular vertebrates: generality of the island rule

Aim My goals here are to (1) assess the generality of the island rule – the graded trend from gigantism in small species to dwarfism in larger species – for mammals and other terrestrial vertebrates on islands and island‐like ecosystems; (2) explore some related patterns of body size variation in insular vertebrates, in particular variation in body size as a function of island area and isolation; (3) offer causal explanations for these patterns; and (4) identify promising areas for future studies on body size evolution in insular vertebrates. Location Oceanic and near‐shore archipelagos, and island‐like ecosystems world‐wide. Methods Body size measurements of insular vertebrates (non‐volant mammals, bats, birds, snakes and turtles) were obtained from the literature, and then regression analyses were conducted to test whether body size of insular populations varies as a function of body size of the species on the mainland (the island rule) and with characteristics of the islands (i.e. island isolation and area). Results The island rule appears to be a general phenomenon both with mammalian orders (and to some degree within families and particular subfamilies) as well as across the species groups studied, including non‐volant mammals, bats, passerine birds, snakes and turtles. In addition, body size of numerous species in these classes of vertebrates varies significantly with island isolation and island area. Main conclusions The patterns observed here – the island rule and the tendency for body size among populations of particular species to vary with characteristics of the islands – are actually distinct and scale‐dependent phenomena. Patterns within archipelagos reflect the influence of island isolation and area on selective pressures (immigration filters, resource limitation, and intra‐ and interspecific interactions) within particular species. These patterns contribute to variation about the general trend referred to as the island rule, not the signal for that more general, large‐scale pattern. The island rule itself is an emergent pattern resulting from a combination of selective forces whose importance and influence on insular populations vary in a predictable manner along a gradient from relatively small to large species. As a result, body size of insular species tends to converge on a size that is optimal, or fundamental, for a particular bau plan and ecological strategy.     

The evolution of island gigantism and body size variation in tortoises and turtles

Extant chelonians (turtles and tortoises) span almost four orders of magnitude of body size, including the startling examples of gigantism seen in the tortoises of the Galapagos and Seychelles islands. However, the evolutionary determinants of size diversity in chelonians are poorly understood. We present a comparative analysis of body size evolution in turtles and tortoises within a phylogenetic framework. Our results reveal a pronounced relationship between habitat and optimal body size in chelonians. We found strong evidence for separate, larger optimal body sizes for sea turtles and island tortoises, the latter showing support for the rule of island gigantism in non-mammalian amniotes. Optimal sizes for freshwater and mainland terrestrial turtles are similar and smaller, although the range of body size variation in these forms is qualitatively greater. The greater number of potential niches in freshwater and terrestrial environments may mean that body size relationships are more complicated in these habitats.     

Distributional patterning of terrestrial herpetofauna on the Wessel and English Company Island groups,northeastern Arnhem Land,Northern Territory,Australia

Forty-four species of terrestrial reptiles and eight species of frogs were recorded from 60 continental islands of the Wessel and English Company groups off northeastern Arnhem Land, Northern Territory. Two gecko species, Oedura rhombifer and Heteronotia binoei, were present on the most islands (34 and 31, respectively), and occurred on islands < 5 ha. In contrast, agamids, pygopodids and varanids were absent from islands < 18 ha, and snakes and frogs were not reported from islands < 240 ha. Island size explained 82% of the variation in species richness for terrestrial reptiles, and 84% of that for lizards. The relationship was less good for (i) groups with generally uncommon species (notably snakes), for which sampling effort explained more variation, and (ii) groups with species which had relatively specific habitat requirements (notably frogs), for which island size and isolation factors were not especially relevant. For most taxonomic groups considered, isolation factors added little to the relationship between species richness and island size. Across all reptiles, larger species were found on fewer islands, and had larger island size thresholds. This relationship broke down with analysis restricted to the single most species-rich family, Scincidae. Only 6 of the 20 most frequently recorded species showed significant variation in abundance among 8 vegetation types sampled by 226 quadrats across 40 islands. The number of species (alpha-diversity) and total abundance of herpetofauna within quadrats was generally unrelated to island size; however, (with analysis restricted to islands on which they occurred) six individual species were significantly more abundant on smaller islands than on larger islands, with no species showing the opposite pattern. The islands’ herpetofauna is largely a relatively depauperate subset of that of the far more complex sandstone massif and escarpment of western Arnhem Land, especially missing species associated with rugged sandstone gorges, riparian areas, open forests, swamps and clay soils. Patterns in species richness and composition are explained by greater range of environments on larger islands allowing better retention of species since isolation and/or richer tallies at the time of isolation. The evidence suggests that there has been relatively little colonization, although at least two gecko species and one varanid may have moved reasonably frequently.     

The generality of the island rule reexamined

Aim  M.V. Lomolino and colleagues have recently reviewed the island rule in mammals and other vertebrates, claiming it is a general pattern. They have portrayed our recent analysis as weakly supporting the island rule, seeing weakness in our use of what they considered to be inadequate size indices (skulls and teeth, rather than mass or body length) and in our use of large islands. They argue that size evolution on islands points to a bauplan-specific fundamental size. We aim to test the generality of the rule and the adequacy of some of the data used to support it.
Location  Insular environments world-wide.
Methods  We collate and analyse data on skull sizes of carnivores and body masses of mammals in general to see whether there is a graded trend from dwarfism in large species to gigantism in smaller ones.
Results  The island rule is not supported with either the carnivore or the mammal data sets. Island area does not influence size change.
Main conclusions  Our results suggest that data recently advanced in support of the island rule are inadequate and that the island rule is not a general pattern for all mammals.     

Introduced species as moving targets: changes in body sizes of introduced lizards following experimental introductions and historical invasions

Introduced species usually fail to establish, but when they succeed, may undergo character release and rapid evolutionary divergence in novel environments. We collected brown anoles (Anolis sagrei: Lacertilia: Iguanidae) from a single Florida population and released them onto two ecologically different dredge-spoil islands in central Florida (forested and non-forested) and measured differences in population growth, individual growth, body size, and condition over four years. The population on the non-forested island expanded twice as fast as the forested island population and reached a density of ca. 12,000 lizards ha^–1 and a biomass of ca. 43.3 kg ha^–1, among the largest values recorded for non-aggregated terrestrial vertebrates. First-year progeny grew larger than their surviving parents on both islands, indicating character release occurred in early stages of both invasions. However, in subsequent years, lizards became larger on the forested island, but smaller on the non-forested island. Body condition declined over time on both islands, but the effect was most dramatic on the non-forested island. Lizards on the forested island had the lowest survival rates and highest tail autotomy frequencies. These results were attributed to differences in abiotic and biotic conditions on the two islands. Brown anoles are generally larger on islands where they have been introduced than on their native Caribbean islands, and are much larger on mainlands than on islands, indicating character release occurred at larger geographic scales as well. Habitat influences the morphology of introduced species possessing the ability to rapidly adapt to local conditions, presenting invasive species managers with moving targets.     

The island rule and the evolution of body size in the deep sea

Aim  Our goal is to test the generality of the island rule – a graded trend from gigantism in small-bodied species to dwarfism in large-bodied species – in the deep sea, a non-insular but potentially analogous system.
Location  Shallow-water and deep-sea benthic habitats in the western Atlantic Ocean from the North to South Poles.
Methods  We conducted regression analyses of body size of deep-sea gastropods species relative to their shallow-water congeners using measurements from the Malacolog ver. 3.3.3 database.
Results  Our results indicate that, consistent with the island rule, gastropod genera with small-bodied, shallow-water species have significantly larger deep-sea representatives, while the opposite is true for genera that are large-bodied in shallow water. Bathymetric body size clines within the deep sea are also consistent with predictions based on the island rule.
Main conclusions  Like islands, the deep sea is characterized by low absolute food availability, leading us to hypothesize that the island rule is a result of selection on body size in a resource-constrained environment. The body size of deep-sea species tends to converge on an optimal size for their particular ecological strategy and habitat.     

Interspecific Interactions between Primates,Birds, Bats,and Squirrels May Affect Community Composition on Borneo

For several decades, primatologists have been interested in understanding how sympatric primate species are able to coexist. Most of our understanding of primate community ecology derives from the assumption that these animals interact predominantly with other primates. In this study, we investigate to what extent multiple community assembly hypotheses consistent with this assumption are supported when tested with communities of primates in isolation versus with communities of primates, birds, bats, and squirrels together. We focus on vertebrate communities on the island of Borneo, where we examine the determinants of presence or absence of species, and how these communities are structured. We test for checkerboard distributions, guild proportionality, and Fox's assembly rule for favored states, and predict that statistical signals reflecting interactions between ecologically similar species will be stronger when nonprimate taxa are included in analyses. We found strong support for checkerboard distributions in several communities, particularly when taxonomic groups were combined, and after controlling for habitat effects. We found evidence of guild proportionality in some communities, but did not find significant support for Fox's assembly rule in any of the communities examined. These results demonstrate the presence of vertebrate community structure that is ecologically determined rather than randomly generated, which is a finding consistent with the interpretation that interactions within and between these taxonomic groups may have shaped species composition in these communities. This research highlights the importance of considering the broader vertebrate communities with which primates co‐occur, and so we urge primatologists to explicitly consider nonprimate taxa in the study of primate ecology. Am. J. Primatol. 75:170‐185, 2013. © 2012 Wiley Periodicals, Inc.     

Competition, coexistence, and adaptation amongst rodent invaders to Pacific and New Zealand islands

Variation in skull size was investigated for three species of rats (kiore –Rattus exulans Peale; ship rat –R. rattus L.; Norway rat –R. norvegicus Berkenhout) which were introduced by humans to various islands in New Zealand and other Pacific islands. Data from seventy-one islands and 882 specimens are examined for evidence of the effects of latitude, island size and interspecific competition among rats and the house mouse (Mus musculus L.) on skull size, using multiple regressions. For R. exulans, skull size increases with latitude as predicted by Bergmann's rule, but no such effect occurs for the other two rats. There was a positive relationship between island size and the number of species inhabiting it, and some species combinations were more likely to occur than others. For example, R. exulans and R. norvegicus were more likely to occur together, while R. rattus and R. exulans were rarely sympatric. R. exulans and R. rattus skull size was negatively correlated with the number of other rodents on the same island. R. exulans skull size increased on smaller islands in some island groups, perhaps because increased density and consequent increased intraspecific competition on smaller islands favours increased body size. This effect is more pronounced in tropical islands (Solomon islands), than in subtropical ones (Hawaiian islands) and less so in temperate New Zealand. Collectively the data demonstrate that rapid evolution of body size in predictable directions can follow within 150 years of the introduction of species to new receiving communities.