Plant diversity and composition along páramo elevation and disturbance gradients within Podocarpus National Park, Ecuador AUTHOR: Eric Creeden, University of Idaho, Moscow, ID 83843 COMMITTEE/PI’s: David Tank, Alex Fremier, University of Idaho, Moscow, ID 83843 Abstract The Andean páramo ecosystem is a unique and valuable ecosystem in the Andean highlands of South America. Páramo ecosystems provide ecosystem services of carbon storage, water filtration and provision, and human use, while housing remarkably high levels of vegetative biodiversity. An assessment of plant community diversity and composition utilizing community ecology and phylogenetic approaches will be conducted along páramo elevation and disturbance gradients within Podocarpus National Park (PNP), Ecuador. Objectives of the study will be to: 1) assess how vegetative diversity, composition, and traits differ along elevation and disturbance gradients; 2) integrate community ecology and phylogenetic methods to address structure and adaptability of páramo ecosystems; and 3) determine if páramo vegetative communities in PNP have seen changes in the last 20 years. Potential insights into the survivability and adaptability of páramo ecosystems to modifications from anthropogenic disturbance and/or global climate change pressures are desired outcomes of the study. Keywords: páramo, Ecuador, biodiversity, gradient, community ecology, phylogenetics, disturbance, climate change PROBLEM STATEMENT: Ecuador’s páramo ecosystems are under a variety of threats. Ecological research in understudied ecosystems such as the Andean páramos may provide insight into how ecosystems are able to adapt or react to development and/or global climate change pressures. INTRODUCTION The Andean páramo ecosystem is a unique and valuable ecosystem in the Andean highlands of South America. Levels of endemic plant diversity and avifaunal diversity are remarkably high given the small land area of this particular ecosystem. In addition to supporting high levels of biodiversity, páramo ecosystems provide ecosystem services of carbon storage, water filtration and provision, and provide resources for indigenous and local human communities. The Andean páramo ecosystems have significant social and cultural importance as well as ecological importance to local communities. Human and resource development within the southern region of Ecuador threaten the survival and functioning of the páramo ecosystem, as well as the quality of resources it provides, notably water. Podocarpus National Park (PNP) houses many of southern Ecuador’s river headwaters, and supplies water to many local communities. Research will be conducted to assess the ecology and watershed management of the Andean páramo in southern Ecuador as part of a collaborative effort between the University of Idaho (UI) and the Universidad Técnica Particular de Loja (UTPL). Research concerning the ecology of the Andean páramo will focus around four topics: 1) plant species diversity and composition across an elevation gradient; 2) development of a plant reference collection for diet of the Andean bear (Tremarctos ornatus); 3) evaluation of Andean bear foraging on Bromeliads; and 4) social and cultural importance of the páramo ecosystem. This proposal focuses primarily on assessing plant diversity and composition of a páramo ecosystem across an elevation gradient within PNP, Ecuador. Assessment of plant community diversity and composition utilizing community ecology and phylogenetic approaches will be used, and may provide insight into survivability and adaptability of páramo ecosystems to modifications from anthropogenic disturbance and/or global climate change pressures. BACKGROUND LITERATURE REVIEW Community assemblages of plant organisms at a particular location are determined by a multitude of interacting processes that can be explained with both community ecology and evolutionary biology approaches. Linkages between the two approaches have recently emerged with advancements in DNA analysis. Plot-level studies collecting information on plant species traits and abundance estimates have been used frequently to characterize vegetative assemblages of areas and determine underlying processes of species and environmental interactions. The páramo of southern Ecuador is a tropical montane ecosystem that exists along gradients of elevation and disturbance. Gradients have frequently been used in scientific studies and the páramo may be an ideal place for such analyses (Malhi et al. 2010). Anthropogenic disturbance from grazing and fire are common practices at lower elevation páramo areas within the tropical Andes and near PNP, and have occurred for centuries (Luteyn 1999; Keating 2000; Niemann and Behling 2008). Global environmental change has emerged as a potential threat to páramo ecosystems, and predictions of future climate within the tropical Andes show significant warming trends (Intergovernmental Panel on Climate Change 2007; Urrutia and Vuille 2009). Community Ecology and Evolutionary Biology (Phylogenetics) The structure and function of plant communities in specific locations are dependent on many spatial and temporal processes. Plant communities can be defined as groups of interacting populations that coexist in space and time (Gurevitch et al. 2002). Much debate has occurred over the past century regarding the relative magnitude of influence that biotic (emergent properties), abiotic (environmental), and random (stochastic) factors play in determining community structure (Gurevitch et al. 2002). Emergent properties result through interactions such as competition or mutualism within a community (Gurevitch et al. 2002), while environmental factors may incorporate climate and soil properties. Relationships within plant communities show scale dependencies in both space and time (Webb et al. 2002; Johnson and Stinchcombe 2007; Cavenders-Bares et al. 2009). The evolution of dominant scientific paradigms and philosophies in plant ecology has progressed in time from more deterministic and reductionist (Clementsian) viewpoints to more holistic (Gleasonian) viewpoints that incorporate random processes governing plant community structure (Gurevitch et al. 2002). Current scientific ideologies of plant diversity and composition emphasize that plant communities are the result of many interacting processes and should not be classified by a single approach. The fields of community ecology and evolutionary biology provide differing and complimentary methodologies for investigating plant community structure and function. Community ecology attempts to describe and analyze the interactions of populations within a specific area with their environments. Johnson and Stinchcombe (2007) and CavendersBares et al. (2009) note that most community ecology studies ignore genetic variation and evolutionary change under the assumption that evolutionary processes do not act on the short time scales of community ecology studies. Niche-related processes (competitive exclusion), neutral processes (dispersal and disturbance), and historical factors (biogeography) are three dominant processes that determine community assembly, diversity, and composition (Cavenders et al. 2009). Plant herbivore and plant pathogen interactions may also impact community diversity by influencing coevolution of varying traits between plant species and their natural enemies (Herms and Mattson 1992; Cavenders-Bares et al. 2009). Trait based approaches of describing community assemblages and plant form and function also exist, and have shown applicability for use along ecological gradients (Ackerly and Cornwell 2007). Specific leaf area, leaf size, wood density, and maximum height were found to covary across a soil moisture availability gradient in California (Ackerly and Cornwell 2007). Evolutionary biology is the study of genetic variation and the methods of genetic and phenotypic change within populations (Johnson and Stinchcombe 2007). Phylogenetic studies can determine the relatedness and evolutionary history of species within a community. Cavenders-Bares et al. (2009) note that phylogenetics can help to resolve arguments and challenge classical ideas in community ecology, as well as predict future ecosystem properties. Phylogenetic clustering indicates that related species are located closer to each other than would be expected by random chance, and that environmental filters may drive community structure (Webb et al. 2002; Johnson and Stinchcombe 2007). Phylogenetic overdispersion implies that related species are located farther away from each other than would be expected by random chance, and that interspecific competition or convergent evolution may be the driving forces of community structure (Webb et al. 2002; Johnson and Stinchcombe 2007). Cavenders-Bares et al. (2009) stated the utility and promise of using phylogenetics to predict future community assemblages and for the potential use of phylogenetics for conservation related efforts. Methods of utilizing both approaches to address scientific inquiries are currently at the forefront of the scientific literature, but may be difficult to integrate (Webb et al. 2002; Johnson and Stinchcombe 2007; Cavenders-Bares et al. 2009). Processes of community ecology may shape evolutionary biology, and evolutionary biology in turn can influence community ecology dynamics (Johnson and Stinchcombe 2007; Cavenders-Bares et al. 2009). Understanding the direction and magnitude of these interacting processes may provide novel and complementary information regarding plant communities. The use of phylogenetics in association with community ecology, however, allows for the expansion of community ecology questions to larger spatial and temporal scales (Cavenders-Bares et al. 2009). This study attempts to integrate the two fields through field analysis of community ecology and trait data along an elevational gradient, and analysis of phylogenetic structure of species along that gradient. Webb et al. (2002) stated that understanding phylogenetic structures across gradients shows promise for work in community ecology. Ecology and Study of Mountainous Tropical Regions High altitude, tropical regions are less studied and have higher biodiversity than their temperate region counterparts, and can enhance understanding of ecosystem ecology (Malhi et al. 2010). Because of high biodiversity and species turnover, tropical montane regions have relatively narrower thermal plant niches than other areas, potentially making changes from temperature easier to detect (Malhi et al. 2010). Crimmins et al. (2011) showed that water balance, not temperature, was the principal factor defining plant species distributions in California. Heterogeneity of montane sites including microclimate, topography, disturbance history, soil diversity and different limitations to plant success such as water, energy, temperature, and light may all play a role in determining species distributions in a particular area Keating 2000; Korner 2007; Malhi et al. 2010; Crimmins et al. 2011). Mountainous regions generally show steep gradients in elevation and other biophysical characters such as precipitation and temperature. Malhi et al. (2010) listed five reasons for studying gradients in high elevation tropical regions including: 1) they are intrinsically interesting and understudied; 2) high species diversity exists along gradients; 3) elevation transects are good for testing environmental controls; 4) they provide information about past climates; and 5) they are good for monitoring ongoing and future impacts of atmospheric change in the tropics. Elevation gradients may be used to increase understanding regarding temperature’s role on biodiversity, ecology, ecosystem function, and global change response (Malhi et al. 2010). Korner (2007) showed the utility of using gradients for testing biotic responses to geophysical influences, but stressed the necessity of discerning geophysical phenomena such as temperature gradients, from coincidental local phenomena such as fire, land use, and drought, and from other gradients present. Korner (2007) stated that altitudinal gradients impacted little by moisture gradients, such as humid mountains, may be particularly important for gradient studies in ecology. Páramo ecosystems are located in humid, tropical areas, and provide ideal locations for gradient analyses. Páramo Ecosystems Páramo ecosystems are present in the tropical mountains of South and Central America, Africa, and Asia, and are found between timberline and snowline (Lauer 1981, Luteyn 1999). They are typically found at elevations between 3,000 and 4,000 m, but can extend upwards of 4,500 m (Lauer 1981; Keating 1999; Sklenář and Jørgenson 1999). Páramo ecosystems are distributed most extensively in Latin America in the countries of Ecuador, Columbia, and Venezuela (Lauer 1981). Sklenář and Jørgenson (1999) found that the distribution patterns of páramo plants in Ecuador were dependent on altitudinal range and distance between mountains. Species with broad altitudinal ranges that potentially facilitated migration were generally found on more mountains than species with narrow altitudinal distributions (Sklenář and Jørgenson 1999). Luteyn (1999) described Andean páramos as areas characterized by unique geographic, geologic, climatic, physiognomic, and floristic features. Soils are relatively young and may show high complexity in terms of rock composition, volcanic origin, structure and type (Luteyn 1999). Three main types of páramo can be distinguished based on elevation including subpáramo, páramo proper or grass páramo, and superpáramo, and may be dominated by shrubs or grasses (Lauer 1981; Keating 1999; Luteyn 1999; Sklenář and Jørgenson 1999). Shrub páramo are generally located in southern Ecuador and show some of the highest levels of endemism within the country (Keating 2008). Ecuadorian páramos are generally dominated by tussock grasses, but other growth forms include stem, basal, and acaulescent rosettes, cushions and mats, upright and prostrate shrubs, and erect, prostrate, and trailing herbs (Ramsay 1997). Vegetation show many morphological and physiological adaptations to tolerate harsh conditions including high elevation, low temperatures, high ultraviolet (UV) exposure, freeze-thaw cycles, and high winds (Luteyn 1999). Across an altitudinal gradient in southern Ecuador, Wilcke et al. (2008) found that organic material, root/shoot ratio, and C/N ratio increasing with increasing altitude, while pH and macronutrient (N, P, K, Ca, Mg) concentrations decreased with increasing altitude. Disturbance Processes and Climate Change in the Tropical Andes Numerous disturbance process, natural and anthropogenic, are at work within páramo areas. Landslides and erosional events are common on the steep and wet slopes of the tropical Andes, and are important sources of landscape heterogeneity and regeneration events. Shrub and grass páramos are not isolated from anthropogenic disturbance and may frequently be grazed, burned, or cut (Luteyn 1999; Sklenář and Jørgenson 1999; Keating 2000). Centuries of anthropogenic disturbance have influenced the boundaries between páramo and the upper altitudinal limit of timberline, and have also altered the vegetative composition of some páramo communities (Luteyn 1999). Current disturbance intervals of anthropogenic burning and grazing are thought to be too short for the maintenance of species diversity within the Andean páramos (Luteyn 1999). Upper montane forested areas in southern Ecuador near PNP that have undergone slash and burn forest clearing are often abandoned after bracken fern (Pteridium arachnoidem) and other bushes invade and make grazing and agriculture difficult (Beck et al. 2008). Threat of invasion by alien species may be higher following disturbance events. Tropical montane areas such as páramo are likely to see higher than average changes from climate change because warming may be more pronounced at higher elevations (Intergovernmental Panel on Climate Change 2007; Urrutia and Vuille 2009). Buytaert et al. (2011) described humid tropical alpine environments as ecosystems most vulnerable to environmental change. Feeley and Silman (2010) estimated a 900 m upslope migration of species within the Andes under a 5 °C increase in mean temperature, and noted the potential for barriers to species migration from human occupation and land use. A 3 ±1.5 °C increase in mean temperature was predicted by 2100 for the tropical Andes using IPCC 2007 data by Buytaert et al. (2011). An upslope migration of species may not be feasible in parts of the páramo because species may already occupy the full extent of the available habitat, or may be isolated from nearby páramo areas. Impacts to human and natural communities in the tropical Andes from climate and environmental change include reduced water supply and flow, losses in biodiversity, and decreases in soil carbon storage (Buytaert et al. 2010). This proposal will build upon knowledge gained from Keating (1999; 2008) by collecting additional data from more plots to assess plant community composition and structure along a páramo elevation gradient. Data from Keating (1999) was collected from 1991-1993, so data collected in 2011 by this proposal will provide a 20-year time step in sampling. Repeated sampling will provide opportunities to assess changes within the studied páramo ecosystem, and will complement community ecology and phylogenetic techniques used. Changes in sampled species occurrences, abundances, character traits, and spatial locations may indicate that local or global processes such as anthropogenic disturbance or climate change are influencing species assemblages within páramo ecosystems. OBJECTIVES 1) Assess vegetative diversity, composition, and traits along disturbance and elevational gradients 2) Integrate community ecology and phylogenetic methods to address structure and adaptability of páramo ecosystems 3) Determine if páramo vegetative communities in PNP have seen changes in the last 20 years QUESTIONS 1) How do species presence and abundance correlate with environmental factors across environmental and disturbance gradients? a. Hypothesis 1: Species presence and abundance will vary along an elevation gradient as environmental factors such as wind, water content, humidity, and temperatures change. b. Hypothesis 2: Along a disturbance gradient, species presence and abundance will vary depending on time since disturbance and type of disturbance in addition to environmental factors. 2) How does a phylogenetic understanding inform community assembly and evolution across environmental and disturbance gradients? a. Hypothesis 1: Phylogenetic clustering will be higher than expected at higher elevations of the gradients because of greater assumed environmental controls. b. Hypothesis 2: Less clustering, or phylogenetic over-dispersion, is expected at lower elevations of the gradients. c. Hypothesis 3: Phylogenetic patterns between the elevation and disturbance gradients will differ. 3) How do vegetative traits inform patterns of community assemblage? a. Hypothesis 1: Vegetative traits will vary along elevation transects as environmental factors such as wind, water content, humidity, and temperature change. 4) How does vegetative community ecology data compare between the two sampling periods (1991/2011)? a. Hypothesis: Community assemblages and traits will differ between the two time periods due to change processes occurring at the study site. 5) How do spatial patterns of vegetation characteristics vary across gradients? a. Hypothesis: Spatial patterns of vegetation characteristics such as clustering or dispersion will provide insight into community assemblage processes. METHODS Study Area: Podocarpus National Park, Ecuador The study area for this project lies within PNP in southern Ecuador, and encompasses both the Loja and Zamora-Chinchipe provinces. The páramo ecosystems of PNP are generally at lower elevations than other areas within Ecuador and the South American Andes. As noted by Luteyn (1999), most Andean páramo ecosystems show a complicated paleohistory of glacial and interglacial periods, have young and variable soils, cold and humid climates, and have vegetation that shows morphological and physiological adaptations to high altitude, low temperatures, and high UV exposure including leaf pubescence, retention of dead leaves, and other freeze tolerant mechanisms (Luteyn 1999). Local topography is complex, impacting microclimates of temperature and winds among other factors. A thorough documentation of floristic composition of the study site was completed by Keating (2008), with a total of 136 species documented within a 2.4 ha area. This site was unique because of its high percentage of woody species, low dominance of grasses, and high number of endemic plant species (Keating 2008). Physiographic features of surrounding areas that impact species migration, elevation, and disturbance regimes were noted to influence the community composition of PNP páramo ecosystems (Keating 2008). Study Design This study uses sampling methods similar to Keating (1999), which provided a preliminary reference study within PNP regarding how páramo vegetation changes along an elevation gradient in southern Ecuador. Objectives of Keating (1999) were to: 1) describe plant composition and diversity; 2) summarize plant community patterns; and 3) suggest how changes were related to environmental factors. Keating (1999) found distinct vegetation types within the páramo study area using ordination techniques, and noted that species diversity remained relatively constant across the gradient. This study will be build from Keating (1999) by including disturbance gradients, additional environmental factors of soil metrics, and incorporating spatial analysis and phylogenetic methodologies. Sampling Design A sampling design will be developed to account and test for variations such as slope, aspect, and topographic position within the gradient study areas. Small changes in these variants can show large differences in observed frequency and diversity of vegetation at a sampled location. A stratified sampling design will be used in this study with 3x2 m sample plots (quadrats) selected on gradients of elevation and disturbance (or both). First, a gradient will be stratified if significant differences exist in vegetation such as between shrub or grass/herbaceous dominated páramo. To account for local variation in slope, aspect, topographic variation, plots will be allocated to each category or combination of categories. The number of plots allocated to each stratified region will be proportional to each region’s area. The size and shape of a quadrat can influence the results of an analysis, and rectangular plots may be preferable over square plots when sampling on an elevation contour (Gurevitch et al. 2002). The longer side of the quadrat will be arranged perpendicular to the slope at a given location to maintain constant elevation, and a geospatial location will be recorded at the center of each plot. Sample plots will be subdivided in 1x1 m squares for ease of analysis and greater sampling efficiency. As many plots as possible from both elevation and disturbance gradients will be sampled given the short duration of the field season for which data will be collected. The two gradients will be paired so that they are as similar as possible except in terms of disturbance. This will allow for both within and between transect analysis. If field and time constraints exist, data collected in May-July 2011 may be collected for only one of the gradient types. Data Collection 1) Community Ecology Data Data will be collected for grass, herbaceous, woody/shrub, and moss species within each plot. Frequency and percent cover will be calculated for grass, herbaceous, and woody/shrub species. Height and percent cover will be documented for grasses and mosses. Species density will be derived from frequency data and plot area. In addition to vegetative data, microsite and microclimate information of elevation, slope, aspect, topographic position (rise, flat, depression/top, bottom of gradient), soil pH, soil depth, soil texture, and percent rock will be recorded at each plot location. Soil pH will be measured at 3 random locations within each plot. Soil depth will be measured at 3 random locations within each plot by measuring distance to rock. Soil texture will be measured at 3 random locations in each plot by hand texturing to provide inference about soil water holding capacity. Percent cover of rock within each plot will be estimated ocularly. Following the collection of plot data, community metrics will be calculated including species richness, diversity, evenness, and dominance. Alpha, beta, and gamma vegetative species diversity will also be calculated for all plots along both elevation and disturbance gradients. Lastly, plots will be photographed for future reference. 2) Trait Data Trait characteristics of leaf size, specific leaf area (SLA), and height will be collected within each plot for herbaceous and woody/shrub species encountered similar to the study by Cornwell et al. (2006). Height will be collected within each plot for grass species. Leaf size and specific leaf area will be calculated for 2 randomly selected individuals per plot of easily identifiable and common species within the gradient. Leaf area will be calculated in the lab by overlaying the leaf on a 1cm2 grid and counting the number of overlain squares. Specific leaf area will be calculated by dividing fresh leaf area by dry leaf mass. Leaves will be measured and dried in the lab facilities at UTPL. Species height will be measured in the field using a measurement tape and/or ruler. 3) Phylogenetic Data A composite phylogeny for the study site will be developed using a species list that is inclusive of all encountered plants within the sampled plots using. Phylogenetic trees will be developed for both elevational and disturbance gradients, as well as for the entire study area. Phylogenetic trees will also be developed separately for low and high regions of the gradients to examine similarities or differences. Data Analysis 1) Community Ecology Data A variety of community ecology metrics will be calculated with the collected plot data to assess vegetative diversity and abundance within the study area. Species richness is determined by the number of different species within an area and will be recorded. The greatest number of species within an area can determine the dominance of a particular species at a location, and may indicate the influence of environmental or competitive interactions within the vegetative community. Species diversity and evenness will be measured using a variety of metrics including the Shannon-Weiner Index, Simpson’s Index and Shannon evenness. A Gini coefficient will be estimated as a measure of species evenness (Gurevitch et al. 2002). The Shannon-Weiner index may be biased compared to Simpson’s index, but is more sensitive to proportions of rare species (Gurevitch et al. 2002). Because of its sensitivity to rare species, the Shannon-Weiner index may be a good measure with the high biodiversity found within páramo ecosystems. In addition to the afore mentioned indexes, the importance value (IV) is a weighted measure that sums the relative cover, relative density, and relative frequency of a given species in a particular area, and will be calculated in the study area. If a nested analysis is performed with the sampling of quadrats at multiple spatial scales, species area curves will be developed for the plots in the study area. 2) Trait Data Trait information of species height and stem density were collected by Keating (1999) for woody and grass species. Comparisons of species height and stem density will be conducted between this study and data collected by Keating (1999) to assess if any changes in vegetative traits have occurred at the study site between the two time periods of sampling. Alpha (within community) and beta (between community) values of species’ trait values will be calculated similar to methods developed and used by Cornwell et al. (2006) and Ackerly and Cornwell (2007). Four pieces of information are needed to conduct this analysis including: 1) list of plots or communities; 2) list of species sampled in each plot; 3) values of traits for each species in each plot; and 4) measure of relative abundance of each species (Ackerly and Cornwell 2007). R source code scripts are provided in the appendices of Ackerly and Cornwell (2007) for this analysis. 3) Phylogeny Data Phylogenetic trees will first be developed by using Phylomatic, a web-based tool for quick tree assembly (Webb and Donoghue 2005; The Phylomatic Project). Phylocom may also be run for analyzing phylogenetic community structure (Webb et al. 2008). Willis et al. (2008) successfully used these tools to show phylogenetic patterns and relationships with climate change. Analysis of phylogenies at both low and high regions of the sampled elevation and disturbance gradients will allow for comparisons between both region and gradient. Theoretically, higher phylogenetic conservatism and trait clustering should occur at higher elevations where environmental controls on species assemblages are predicted to be stronger. The opposite is predicted to be true at lower elevations. Along a disturbance gradient, higher disturbance severity should favor early seral or colonizing species (potentially invasive or nonnative species) that are better adapted to disturbed environments. Analysis of phylogenetic traits of colonizing species may show predictive power for future community assemblages. RESEARCH RELEVANCE Research concerning the ecology of the Andean páramo provides a novel way of integrating ecological and social science research. The páramo ecosystem is a hotspot of vegetative diversity with high levels of plant endemism. Keystone species of this ecosystem including the Andean bear are dependent on lower trophic levels for nutrition and habitat, and are impacted by land use decisions and changes to the páramo ecosystem. By assessing the social and cultural significance of the páramo ecosystem, management actions may be guided towards specific and targeted actions that maintain the ecological integrity of the region. Understanding how plant diversity and composition change across the area may help to inform feeding habits of local species. The development of a plant reference collection and use of DNA extraction techniques will advance the work of molecular ecology and conservation genetics at the UI and UTPL. By implementing a multi-disciplinary collaborative approach to ecological research, this project intends to extend the scope of traditional research and help to answer both basic and applied research questions. LITERATURE CITED Ackerly, D.D., and W.K. Cornwell. 2007. 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