Ecological Archives E085-100-A1

Mark Vellend. 2004. Parallel effects of land-use history on species diversity and genetic diversity of forest herbs. Ecology VOL: pp-pp.

Appendix A. Additional details on the study system and methods.

Trillium grandiflorum biology

T. grandiflorum has a widespread distribution in eastern North America, extending from Minnesota, Ontario and Québec in the north, to Georgia and Alabama in the south (Gleason and Cronquist 1991).  On each plant, typically one shoot (occasionally two) emerges from a rhizome in early spring, and each shoot may (or may not) bear a single flower.  Pollination is mainly by bees (Irwin 2000), and individuals are largely self-incompatible, though the mechanism of self-incompatibility is considered "leaky" in that some seeds can be produced by self-pollination (Sage et al. 2001).  Each flower produces a single capsule usually with about 15–30 seeds; each seed bears a lipid-rich appendage called an elaiosome to which ants are attracted, and ants are the primary agent of seed dispersal, though occasional seeds can be moved long distances (several km) via ingestion and defecation by white-tailed deer (Vellend et al. 2003).  There is no long-term seed bank (Hanzawa and Kalisz 1993).

Forest stand characteristics

During an initial survey of potential study sites, I found 10 isolated secondary forests with T. grandiflorum present, all of which were included in this study.  These stands all occurred on former agricultural fields abandoned sometime before 1938 (the time of the earliest aerial photographs – see Smith et al. 1993), and evidence of pit-and-mound microtopography in some parts of all secondary stands suggested an agricultural history of pasturing, or at least a history that did not include plowing (Marks and Gardescu 2001).  Secondary stands represent a relatively narrow range of areas (1.5–4.4 ha) because larger secondary stands tend to have at least one side adjacent to primary forest.  Stands were chosen so that primary and secondary forests occurred on the same range of soil associations, and a multivariate analysis of variance on three principal components axes extracted from the soil nutrient data showed no significant differences between primary and secondary stands (P > 0.5).  Primary stands were also selected to represent a wide range of areas (0.1–33 ha), encompassing those of secondary stands.  The three smallest primary stands were hedgerows, which function in this landscape as very small elements of primary forest with respect to forest-herb distributions (Corbit et al. 1999).

Surveys of vegetation and Trillium populations

For the surveys of forest-herb presence within subplots in each stand, larger stands contained six parallel transects; smaller stands (<2 ha) contained 1–5 transects depending on the area and shape of the stand (e.g., plots were placed along one transect down the middle of the hedgerows).

During surveys conducted to estimate T. grandiflorum population size, I counted only three-leaved plants (young seedlings have only one leaf and can be difficult to locate amidst other vegetation), and I distinguished reproductive from non-reproductive individuals.  Because estimates of the total number of individuals and the number of reproductives were highly correlated (r = 0.92), in this paper I report only the total population size estimates.  I aimed to count 100 individuals, with overall population size calculated as the mean density within the plots multiplied by the area over which T. grandiflorum was distributed.  When T. grandiflorum was more-or-less evenly distributed throughout larger stands, three 2 × 100 m belt transects were positioned at random along evenly-spaced lines traversing the stand.  If density was high, 8–10 random positions were chosen along each transect, and all individuals were counted in 0.5–2 m2 plots at these positions.  If density was low, all individuals were counted in the entire 2 × 100 m area of each belt transect.  Shorter transects were used in stands where linear dimensions were <100 m.  For stands in which T. grandiflorum was present in only a small area (or areas) of the stand, these areas were delimited, and random 1-m2 plots sampled until at least 100 individuals had been counted.  In the two smallest populations, I counted all the individuals I could find.

Allozyme analysis

Following field collection, leaf samples were stored at 4oC for no more than 4 days prior to processing for genetic analysis.  Half of each sample was ground with mortar and pestle in an extraction buffer with 0.2 M Tris HCl, 0.7 mM Borax, 4 mM sodium metabisulfite, 40 mM sodium diethyldithiocarbonate, 50 mM sodium ascorbate, 11 mM DTT, and 3 mM PVP-40 (Griffin and Barrett 2004).  The resulting extract was absorbed onto filter paper wicks, and frozen at -80oC prior to electrophoresis.  Allozyme variation was assayed at four loci in all 40 individuals per population using standard methods of starch gel electrophoresis and specific enzyme activity staining (Wendel and Weeden 1989).  Malate dehydrogenase (MDH), phosphogluconate dehydrogenase (PGD), and phosphoglucoseisomerase (PGI) were run on a morpholine citrate gel system at pH 6.1 (Wendel and Weeden system no. 2), and menadione reductase (MNR) was run on lithium borate – tris citrate gel system (Wendel and Weeden system no. 6; see also Broyles et al. 1997).

Chloroplast DNA analysis

One region of the T. grandiflorum cpDNA genome (~2.4 kbp) was amplified using the trnH-trnK primer pair from Demesure et al. (1995).  The PCR product for each individual was digested separately with two restriction enzymes, AluI and MspI (New England BioLabs, Inc., Beverly, Massachusetts, USA), and the resulting fragments were run out on 1.5% agarose gels.  DNA fragments revealing one length polymorphism (best seen with AluI-created fragments), and one restriction site polymorphism (MspI), were visualized by staining the gels with Ethidium Bromide, and viewing under UV radiation (see also Griffin and Barrett 2004).

Soil nutrient analysis

The sensitivity of the soil NO3- and NH4+ analyses was insufficient for detection in the forests sampled in this study, though a previous, more sensitive analysis indicated that NO3- and NH4+ were strongly correlated with the first principal component axis describing variation in the same soil variables across a range of forest sites in Tompkins County (|r| > 0.7; K. M. Flinn, M. Vellend, and P. L. Marks, unpublished data).  NO3- and NH4+ were not included in the principal components analysis of soil data in this study.

The degree of soil drainage at each site was scored on a scale from 1–4: very poor, poor, moderate, and well-drained, respectively, using a digital map (Tompkins County Planning Department 2000) and descriptions (Neeley 1965) of soil associations in Tompkins County.  When more than one soil association occurred at a given site, a weighted average (based on area) was calculated as the site level drainage value.

Prior to the PCA of soil data, all variables except pH, loss-on-ignition and drainage were either log- or square root-transformed to reduce skew in their distributions.  The first two PCA axes were rotated using the VARIMAX method (SAS PROC FACTOR) to maximally align variables with PCA axes.  Axis I was strongly correlated with pH (r = 0.96), Ca (0.89), Mg (0.83), Cu (0.75), Al (-0.97), Fe (-0.87), and Zn (-0.77).  Axis II had moderate to strong correlations with drainage (-0.59) and LOI (0.82). 

LITERATURE CITED

Broyles, S. B., S. L. Sherman-Broyles, and P. Rogati. 1997. Evidence of outcrossing in Trillium erectum and Trillium grandiflorum (Liliaceae). Journal of Heredity 88:325–359.

Corbit, M., P. L. Marks, and S. Gardescu. 1999. Hedgerows as habitat corridors for forest herbs in central New York, USA. Journal of Ecology 87:220–232.

Gleason, H. A., and A. Cronquist. 1991. Manual of vascular plants of northeastern United States and adjacent Canada, Second edition. New York Botanical Garden, New York, New York, USA.

Griffin, S. R., and S. C. H. Barrett. 2004. Post-glacial history of Trillium grandiflorum (Melianthiaceae) in eastern North America: inferences from phylogeography. American Journal of Botany, in press.

Hanzawa, F. M., and S. Kalisz 1993. The relationship between age, size and reproduction in Trillium grandiflorum (Liliaceae). American Journal of Botany 80:405–410.

Irwin, R. E. 2000. Morphological variation and female reproductive success in two sympatric Trillium species: evidence for phenotypic selection in Trillium erectum and Trillium grandiflorum (Liliaceae). American Journal of Botany 87:205–214.

Marks, P.L., and S. Gardescu. 2001. Inferring forest stand history from observational field evidence. Pages 177–198 in D. Egan, and E. A. Howell, editors. The historical ecology handbook: a restorationist’s guide to reference ecosystems. Island Press, Washington, DC, USA.

Neeley, J. A. 1965. Soil survey, Tompkins County, New York.  Series 1961, No. 25. USDA Soil Conservation Service, Government Printing Office, Washington, DC, USA.

Sage, T. L., S. R. Griffin, V. Pontieri, P. Drobac, W. W. Cole, and S. C. H. Barrett. 2001. Stigmatic self-incompatibility and mating patterns in Trillium grandiflorum and Trillium erectum (Melianthiaceae). Annals of Botany 88:829–841.

Smith, B. E., P. L. Marks, and S. Gardescu. 1993. Two hundred years of forest cover changes in Tompkins County, New York. Bulletin of the Torrey Botanical Club 120:223–247.

Tompkins County Planning Department. 2000. Soil Associations (ARC Export 1965). Tompkins County ITS GIS Division, Tompkins County Planning Department, Ithaca, New York, USA.

Vellend, M., J. A. Myers, S. Gardescu, and P. L. Marks. 2003. Dispersal of Trillium seeds by deer: implications for long distance migration of forest herbs. Ecology 84:1067–1072.

Wendel, J. F., and N. F. Weeden. 1989. Visualisation and interpretation of plant isozymes. Pages 46–72 in D. E. Soltis, and P. S. Soltis, editors. Isozymes in plant biology. Dioscorides Press, Portland, Oregon, USA.


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