Behavioral Ecology Vol. 11 No. 6: 670–675 Competitor-to-resource ratio, a general formulation of operational sex ratio, as a predictor of competitive aggression in Japanese medaka (Pisces: Oryziidae) James W. A. Grant, Chantal L. Gaboury, and Howard L. Levitt Department of Biology, Concordia University, 1455 de Maisonneuve Blvd. West, Montréal, Québec, H3G 1M8, Canada Operational sex ratio (OSR), the number of potentially mating males divided by the number of fertilizable females, plays a central role in the theory of mating systems by predicting the intensity of intra-sexual competition and sexual selection. We introduce a general version of OSR, competitor-to-resource ratio (CRR, the number of potential competitors divided by the number of resource units), as a potential way of predicting the intensity of competition for any resource. We manipulated CRR over a broad range (0.5–8) by varying both the number of competing male Japanese medaka fish (Oryzias latipes) and the number of resources, either females or food items. We tested whether the rate of male–male aggression differed depending on resource type and whether it increased monotonically or followed a dome-shaped relationship with increasing CRR. The patterns of competitive aggression in relation to CRR did not differ significantly between resource types. In addition, the per capita rate of aggression followed a dome-shaped curve; it was low when CRR was less than one, initially increased as CRR increased, was highest at a CRR of about two, and then decreased when CRR was greater than two. However, competitor number, independent of CRR, had a significant and negative effect on rate of aggression. We suggest that CRR is a valuable predictor of the rate of competitive aggression and may be a useful concept for synthesizing ideas about resource competition and monopolization that are currently dispersed in the separate bodies of literature on mating systems, social foraging and territoriality. Key words: aggression, competitor-to-resource ratio, Japanese medaka, mating systems, operational sex ratio, Oryzias latipes, resource competition, territoriality. [Behav Ecol 11:670–675 (2000)] S eparate bodies of literature currently exist concerning the competition for food (e.g., Giraldeau and Caraco, 2000) and mates (e.g., Andersson, 1994). Although there are important differences between mates and other types of resources (see Stamps, 1994), the use of aggression during competition may be influenced by both the benefits and costs of defense, regardless of resource type (e.g., Brown, 1964; Emlen and Oring, 1977; Huntingford and Turner, 1987). Hence, deliberate comparisons of how animals compete for food and mates may help promote a general theory of resource competition and monopolization (e.g., Blanckenhorn et al., 1998; Kokko et al., 1999). The dispersion of resources in space and time plays a central role in whether resources are economically defendable (Brown, 1964; Grant, 1993; Warner, 1980). Nevertheless, few studies have provided strong links between the dispersion of resources and quantitative measures of competitive interactions, perhaps because of the difficulty of measuring or manipulating the dispersion of resources in the wild (Davies, 1991; but see Davies and Hartley, 1996; Ims, 1988; Monaghan and Metcalfe, 1985). Perhaps anticipating this difficulty for mating systems, Emlen (1976) introduced the concept of operational sex ratio (OSR, hereafter defined as the number of potentially mating males divided by the number of fertilizable females in a population at one time) as an empirical predictor of the intensity of intra-sexual competition and the resulting Address correspondence to J. W. A. Grant. E-mail: grant@vax2. concordia.ca. Received 23 August 1999; revised 1 March 2000; accepted 15 May 2000. 2000 International Society for Behavioral Ecology monopolization of mating opportunities (Emlen and Oring, 1977). OSR has two attractive characteristics: it is easier to measure than the dispersion of resources or mates and it integrates the often complex ways that members of a breeding population map on to the dispersion of resources, mates, and predators in the wild. The recent recognition that OSR is also directly influenced by sexual differences in potential reproductive rate (Clutton-Brock and Parker, 1992) has only increased the predictive power of OSR as part of a modern theory of mating systems (Kvarnemo and Ahnesjö, 1996; Reynolds, 1996). OSR potentially predicts the form of intra-sexual competition. By definition, as OSR increases the relative scarcity of females increases, so the intensity of competition by males for access to females also increases (and vice versa for females). Of more interest is the prediction that the frequency and intensity of male aggression (i.e., the interference component of competition) will increase, while the frequency and intensity of female aggression will decrease, as OSR increases (see Kvarnemo and Ahnesjö, 1996: Figure 2). Growing evidence now supports this prediction for both males (Enders, 1993; Grant et al., 1995; Kodric-Brown, 1988; Souroukis and Cade, 1993; Ward and FitzGerald, 1988) and females (Kvarnemo et al., 1995). However, this directional prediction about how OSR affects the rate of competitive aggression should only hold for a narrow range of OSRs. At extremely high values of OSR, resource defense theory predicts that aggression will become uneconomical as many males compete for each available female (Brown, 1964; Grant, 1993; Warner, 1980). Hence, a dome-shaped relationship between the rate of competitive aggression and OSR is predicted. The heuristic value of OSR is how it scales the abundance Grant et al. • Competitor-to-resource ratio as a predictor of aggression 671 Table 1 Levels of competitor-to-resource ratio (CRR), the numbers of competitors (males) and resources (females or shrimp), and duration of trials for experiments 1 and 2 of one sex to the other. We suggest that a similar approach may be useful in the foraging competition literature. Competitor-to-resource ratio (CRR, hereafter defined as the number of potentially competing individuals divided by the number of resource units in a patch at a time), a more general formulation of OSR, might be a useful way to scale the abundance of competitors to resource units within a patch. Such a general approach may aid in exploring similarities, or differences, between the competition for mates and other resources. At a larger spatial scale, the ideal free distribution (Fretwell and Lucas, 1970) predicts that CRR will be equal across patches (i.e., the input matching rule; Milinski and Parker, 1991). Our study has two primary objectives. First, we tested whether the rate of competitive aggression in relation to CRR differed either qualitatively or quantitatively depending on whether males competed for mates or food. Second, we used a broad range of CRR (0.5–8) to test whether the rate of competitive aggression increased monotonically with increasing CRR or followed a dome-shaped relationship as predicted by resource defense theory. We used Japanese medaka as our test animal because males compete aggressively for access to females (Grant et al., 1995; Hamilton et al., 1969; Howard et al., 1998) and both sexes compete aggressively for food (Bryant and Grant, 1995; Robb and Grant, 1998). Individuals shoal and mate daily and synchronously at dawn (Grant et al., 1995; Howard et al., 1998). Hence, OSR likely varies widely in nature, depending on the sex ratio of a shoal at a particular time and place. CRR a METHODS No. of males No. of females Trial per trial or duration shrimp every 30 s (min) Manipulating CRR via resource number 0.5 4 8 0.67 4 6 1 4 4 1.33 4 3 2 4 2 4 4 1 2 2.5 4 5 8 16 Manipulating CRR via competitor number 2a 2 1 4 4 1 6 6 1 8 8 1 8 16 24 32 Manipulating competitor number independent of CRR 1 2 2 1 4 4 1 6 6 1 8 8 a 2 2 1 2 4 2 2 6 3 2 8 4 4 4 4 4 8 8 8 8 Because these trials were identical, the data were collected once and used in both analyses. General The Japanese medaka were purchased from a biological supply company. Fish were kept in mixed-sex stock tanks (60 ⫻ 30 ⫻ 30 cm) maintained at 30⬚C on a 13:11 day:night photoperiod (lights on at 0800 h). The tanks each contained dechlorinated Montréal tap water, approximately 40 fish, an undergravel filter, gravel to a depth of 3 cm, an aquarium heater and were covered by a glass lid. The fish were fed to satiation several times per day to promote egg production by females. Experimental tanks were similar to stock tanks except the top of each was covered by an aquarium light and a piece of black Plexiglas. An 8 mm hole was drilled through the Plexiglas lid to allow the introduction of food via an eye dropper. During experiments, we also established a tank containing 20 actively reproducing females. Females with eggs attached to their abdomens (i.e., that had spawned earlier that day) were transferred from the stock tanks to the female tank. To ensure that these females continued reproducing, we introduced five males into the female tank daily from 1130 to 1630 h. Experiment 1: manipulating CRR via resource number An experimental group comprised four males competing for food or mates at six different levels of CRR (0.5, 0.67, 1, 1.33, 2, and 4) in a repeated-measures design. The food consisted of 32 previously frozen (defrosted) brine shrimp (Artemia sp.). To achieve the desired levels of CRR, eight, six, four, three, two, or one shrimp, respectively, were dropped simultaneously into the tank every 30 s. Hence, as CRR increased, the duration of the feeding trial also increased (Table 1). To achieve the desired levels of CRR for mates, eight, six, four, three, two, or one female were captured from the female tank and transferred to the experimental tank. The duration of the mating trials was matched to the duration of the feeding trial for the same level of CRR. To ensure that CRR remained constant throughout a mating trial, females that had spawned (those with a clutch of eggs attached to the abdomen) were replaced by an unspawned individual from the female tank. At least one female spawned in 59 out of 90 trials. Videotaping began 30 s after the females were added to the tank at the beginning of a trial, ceased during the replacement of spawned females, and resumed 30 s after the replacement female was added. A series of trials with each particular group of males lasted 6 days. On day one, four males were captured from a single stock tank and transferred to an experimental tank. The objective of day one was to ensure that all males were feeding comfortably in the tank; fish were fed once in the morning and once in the afternoon. To cue the males that a trial was about to begin, the air was shut off and the aquarium light turned on. The 32 shrimp were added from above, suspended in drops of water containing one to eight shrimp. A new drop was added only after all the previous shrimp were eaten. Four females were introduced after the morning feeding, but were removed during the afternoon feeding and at night. On days two and three, males were given experience with the two extreme levels of CRR (i.e., 0.5 and 4). In the morning, the fish were subjected to one of the two levels, chosen at random, first for mates then for food. The fish were then exposed to the other level for mates. Trials involving mates were always conducted between 0900–1130 h, because Japanese medaka typically spawn in the morning (Hamilton et al., 1969; Howard et al., 1998). The other food treatment was given 3–5.5 h after the first to ensure that fish were hungry. On day four, we randomly selected two of the six levels of CRR and repeated the general procedure of days two and three. These trials were videotaped for later analysis. We repeated this procedure on days five and six, until each group of males had received all levels of CRR once, for both food and mates. At the end of day six, the four males were trans- Behavioral Ecology Vol. 11 No. 6 672 air shut off and lights turned on), and (2) a wide range of CRR for both food and mates. On day one, the males were exposed to a CRR of one, by transferring the required number of females to the experimental tank for 8 min. Immediately following the removal of the females, the males were fed the appropriate number of shrimp every 30 s to create a CRR of one. Each feeding trial lasted as long as needed to ensure that the group of males were given a total of eight shrimp/ male (Table 1). After the feeding trial, one female was added to the experimental tank for 8 min to create the highest CRR for that group size (Table 1). In the afternoon, the males were fed one shrimp every 30 s (i.e., the highest CRR for that group size) until a total of eight shrimp/male were delivered. On day two, the procedure was repeated except males received the highest level of CRR first. Day three was identical to day one. Data were collected on days four and five. On day four, the groups received two randomly selected levels of CRR. The procedures were identical to training except females were removed after spawning and replaced by a new female, as in the first experiment, and the trials were videotaped. For group sizes four, six, and eight, the males received the final level of CRR on the morning of day five. H.L.L. completed five replicates for group sizes two, four, and six and six replicates for group size eight, between July and September 1997. Data analysis Figure 1 Per capita rate (mean ⫾ SE, n ⫽ 15) of (a) aggression when competing for access to either mates or food for the first 2 min of each trial, and (b) courtship by four male Japanese medaka in relation to CRR. ferred to a tank for used fish and were not used again. A total of 15 groups of four males were used. Experiment 1 was conducted by C.L.G. from June to October 1995. Experiment 2: manipulating CRR via competitor number and competitor number independent of CRR To extend the upper range of CRR, we also manipulated the number of males (two, four, six, or eight) competing for food or mates that arrived one at a time (i.e., CRR ⫽ two, four, six, or eight) while monitoring the aggressive behavior of the competitors (Table 1). In addition, we tested whether there was an effect of competitor number, independent of CRR, on the rate of competitive aggression by allowing groups of two, four, six, or eight males to compete for food and mates at two levels of CRR: one and two (Table 1). To minimize the number of fish used in experiment 2, the CRR manipulation trial and the competitor number manipulation trials listed in Table 1 were conducted together as one experiment. For example, a group size of four fish would receive a CRR of one, two, and four in random order. Group size two received only two levels of CRR, one and two, because the data for two males competing at a CRR of two were used in both analyses (see below). Experimental tanks and general procedures were as described for experiment 1. On day one, males were selected from a stock tank to form a group of two, four, six, or eight and transferred to an experimental tank. During the first 3 days, each group of fish was trained to expect: (1) food and mates to arrive shortly after the presentation of the cues (i.e., The behavior of interest was scored from the video recordings. The most common agonistic behavior was ‘‘chasing,’’ defined as a short unidirectional burst of increased swimming directed at another individual (Grant et al., 1995). We did not record the rare occasions when males chased females. In experiment 1, we also recorded the number of quick circles (Hamilton et al., 1969), a courtship display characterized by the male swimming in a distinct, rapid, circular movement beside the female. This behavior either precedes another quick circle or an attempt to spawn (Grant et al., 1995). Because trial duration varied directly with level of CRR in the first experiment, we tested for any temporal effects by analyzing both the first 2 min of every trial and the complete trial. Because both analyses gave very similar results, we present only the data for the first 2 min of each trial. In the second experiment, we analyzed the first 4 min of each trial; that is, we analyzed and presented data for the longest period that was common to all treatments within an experiment (2 min for experiment 1 and 4 min for experiment 2). We used a repeated measures analysis of variance (ANOVAR) to compare rates of aggression across levels of CRR within groups of males in experiments 1 and 2. The Huynh-Feldt correction was used for all tests of within-subjects effects because the assumption of compound symmetry was not always met (Potvin et al., 1990). We used a two-way analysis of variance (ANOVA) to analyze the effects of CRR via changes in competitor number. The use of the same data (two males at a CRR of two) in two different analyses (see Table 1) is potentially problematic. Because neither analysis was qualitatively changed by the inclusion of these data, we used the data in both analyses. RESULTS Effect of CRR via resource number Level of CRR had a significant effect on the rate of male aggression independently of competitor number for both mates (ANOVAR: F5,70 ⫽ 4.36, p ⫽ .002) and food (F5,70 ⫽ 2.70, p ⫽ .028). As expected, the rate of aggression was low when CRR was less than one, initially increased as CRR increased, and Grant et al. • Competitor-to-resource ratio as a predictor of aggression 673 Figure 2 Per capita rate of aggression (mean ⫾ SE, n ⫽ 5 or 6) of male Japanese medaka in relation to CRR when competing for access to either one female or one food item at a time. then appeared to decrease when CRR was greater than 1.33 for food and two for mates (Figure 1a). When competing for mates, the apparent decline in aggression at high levels of CRR was supported by a significant linear (F1,14 ⫽ 16.78, p ⬍ .0001) and quadratic (F1,14 ⫽ 5.24, p ⫽ .038) contrast (Wilkinson, 1990). When competing for food, the apparent decline in aggression at high levels of CRR was supported by a significant quadratic contrast (F1,14 ⫽ 11.98, p ⫽ .004). When we included the effect of mates and food in a twoway ANOVAR, there was a significant effect of CRR on the rate of competitive aggression (F5,140 ⫽ 8.15, p ⬍ .0001). However, the effect of resource type (i.e., mates vs. food) on rate of aggression was not significant (F1,28 ⫽ 0.64, p ⫽ .43), nor was the interaction between the effects of resource type and CRR (F5,140 ⫽ 0.79, p ⫽ .56). In contrast to the rate of aggression, the per capita rate of courtship declined with increasing CRR (male-to-female ratio; Figure 1b; F5,70 ⫽ 3.89, p ⫽ .004). This result was not surprising because the number of females in the tank decreased as CRR increased. The rate of courtship per female, however, increased slightly but significantly (F5,70 ⫽ 2.47, p ⫽ .041) as CRR increased (Figure 1b). Effect of CRR via competitor number When competing for one resource unit at a time, the rate of competitive aggression decreased as CRR increased (Figure 2; ANOVA: F3,34 ⫽ 13.81, p ⬍ .0001). Although the rate of aggression tended to be higher for food than for mates, the effect of resource type was not significant (F1,34 ⫽ 2.83, p ⫽ .10), nor was the interaction between resource type and CRR (F3,34 ⫽ 0.48, p ⫽ .70). Effect of competitor number independent of CRR The rate of competitive aggression decreased with increasing competitor number independent of CRR for values of CRR equal to one and two (Figure 3; ANOVAR: F3,34 ⫽ 13.54, p ⬍ .0001). The effect of resource type was not significant (F1,34 ⫽ 1.73, p ⫽ .20), nor was the interaction between number of competitors and resource type (F3,34 ⫽ 0.10, p ⫽ .96). For all group sizes and both resource types, the rate of aggression was higher for a CRR of two than for a CRR of one (Figure 3; ANOVAR: F1,34 ⫽ 21.48, p ⬍ .0001). There was no significant interaction between CRR and type of resource Figure 3 Per capita rate of aggression (mean ⫾ SE, n ⫽ 5 or 6) in relation to the number of male Japanese medaka when competing for either (a) mates or (b) food, at two levels of CRR. Open triangles indicate data that were also included in Figure 2. (F1,34 ⫽ 0.59, p ⫽ .45) or between CRR and number of males (F3,34 ⫽ 2.56, p ⫽ .071). Comparison of experiments 1 and 2 To facilitate quantitative comparisons, the data for both experiments was plotted together in Figure 4. The most noticeable difference between the data sets was the higher rate of aggression in experiment 1 compared to experiment 2. For example, for a CRR of four (i.e., four males competing for a single food item or mate at a time), the only treatment common to both experiments, the per capita rate of aggression was 1.75 and 0.75 chases per min for experiments 1 and 2, respectively. While not expected, this difference was probably related to different observers scoring the behavior of different fish in different years. Despite these differences, the combined data (means for treatments from Figures 1a and 2) were well described by a single quadratic curve [log10 chases/male/min ⫽ 0.217 ⫹ 0.657 log10 CRR ⫺ 1.771 (log10 CRR)2, r2 ⫽ .834, F2,17 ⫽ 42.78, p ⬍ .00001], providing strong support for the dome-shaped relation predicted by resource defense theory. The peak in the quadratic curve was at a CRR of 1.53. DISCUSSION The quantitative patterns of aggression in relation to CRR were remarkably similar regardless of whether males competed for access to females or food. Although a similar pattern 674 Figure 4 Comparison of per capita rate of aggression of male Japanese medaka from experiments 1 and 2; both axes are logarithmically transformed. in aggression versus CRR was expected for both resource types, the similarities in the absolute levels of aggression were not necessarily expected, and were likely the result of the particular experimental conditions. Like previous studies that have manipulated OSR (Enders, 1993; Grant et al., 1995; Kodric-Brown, 1988; Kvarnemo et al., 1995; Souroukis and Cade, 1993; Ward and FitzGerald, 1988), our data showed an increase in aggression as CRR increased from 0.5 to two. When the resource was females and CRR was less than one, each male courted a separate female, so the rate of courtship was high and the rate of aggression was low. Aggression was presumably uneconomical because any time spent chasing other males was time away from courting females or searching for food. As CRR increased towards two, multiple males increasingly competed for the same female or food item, resulting in higher per capita rates of aggression and lower per capita rates of courtship. While male competition intensified, by definition, as CRR increased beyond two, the form of competition shifted from contest to scramble as reflected by the lower rate of aggression. Once again, the use of aggression was presumably uneconomical because of the high cost or ineffectiveness of chasing away so many potential competitors. At low and high levels of CRR, the behavior of male medaka is aptly described by Nicholson’s (1954) original description of scramble competition: ‘‘the kind of competition exhibited by a crowd of boys striving to secure broadcast sweets.’’ A decrease in aggression at high population densities has been widely documented for fish defending territories in the wild (e.g., Jones, 1983; Kawanabe, 1969; Warner and Hoffman, 1980) and the laboratory (e.g., Chapman and Kramer, 1996). Nonterritorial fish seem to take advantage of this effect by intruding on territories in schools to gain access to food (Barlow, 1974; Robertson et al., 1976). Our data provided strong support for a dome-shaped relationship between rate of aggression and CRR. Emlen and Oring (1977: Figure 2) recognized that resource defense might decline at extreme values of OSR, when females arrive asynchronously on the breeding ground. Nevertheless, Emlen and Oring are often misquoted as predicting a monotonic increase in aggression with ever-increasing OSR. Hence, any decline in aggression with increasing OSR is often taken as a contradiction of their theory (e.g., Davis and Murie, 1985; Michener and McLean, 1996; Tejedo, 1988). In all three cases, however, aggression declined at extremely high values of OSR (12.3, 46.3, and 250, respectively), that would appear to fall on the ‘‘right-side’’ of our dome-shaped curve. These apparent ‘‘con- Behavioral Ecology Vol. 11 No. 6 tradictions’’ emphasize the need for quantitative descriptions of how OSR influences competitive aggression across a broad range of OSRs and taxonomic groups. The per capita rate of aggression was highest at a CRR of about two when, on average, two males competed for each female or food item. Two individuals competing for one resource unit is well described by animal contest theory (e.g., Parker, 1984). The hawk-dove model predicts that hawk will be an ESS for a CRR of two if the value of the resource is greater than the cost of injury (Parker, 1984). In general, therefore, one might expect to see contest competition whenever CRR equals two and the resource is valuable. However, there appear to be no models predicting the use of aggression when three of more individuals are competing (i.e., an n-person game; Parker, 1984). The actual CRR where aggression is most intense or frequent will likely vary and depend on the value of the resource, the relative competitive abilities of the contestants, and characteristics of the species, such as mobility and degree of weaponry. For example, aggression by giant danios (Danio aequipinnatus) defending a localized food source peaked at the relatively high CRR of six (Chapman and Kramer, 1996), presumably because the intruding zebrafish (D. rerio) were considerably smaller than the defender. Like OSR, CRR is a ratio and suffers from the same statistical limitations of other ratio variables (Green, 1979; Sokal and Rohlf, 1995). Perhaps the most serious problem is that CRR is derived from two separate and important variables: the numerator, number of competitors, and the denominator, number of resource units. The effect of resource number and competitor number are illustrated in Figures 1a and 2, respectively. However, the rate of aggression also decreased with increasing competitor density independent of CRR. In contrast, population density had no independent effect of OSR on competitive interactions in sand gobies, Pomatoschistus minutus (Kvarnemo et al., 1995). Further study will be needed to determine whether population density is simply used as a cue to assess CRR or if the optimal level of aggression decreases with population density independent of CRR. The potential complications of disentangling the independent causal effects of competitor density and CRR, however, should not detract from the predictive power of CRR. As with OSR, measuring CRR in the field will not always be easy. While it is relatively straightforward to measure the number of eagles fighting for access to a salmon carcass or the number of hermit crabs competing for an available shell, it is less obvious how one would calculate the CRR of ungulates grazing on a prairie. To paraphrase Emlen and Oring (1977), while the practical problem of measuring CRR is important, it is a separate issue that should not detract from its heuristic value in understanding or predicting the degree of competitive aggression. Our study suggests that CRR may have considerable heuristic value as a predictor of the form of animal competition, regardless of resource type. Just as OSR is a better predictor of the intensity of sexual selection than the overall population sex ratio (Emlen and Oring, 1977), CRR should be a better predictor of the intensity of competitive aggression than the overall abundance of competitors and resources. For example, the rate of aggression varied markedly among levels of CRR in experiment 1, despite a constant overall abundance of competitors and food. When measured at a small spatial and temporal scale, CRR appears to be a useful predictor of the rate of competitive aggression (also see Grant et al., 1995; Lawrence, 1986). Perhaps the simplest way to estimate CRR is to measure the average number of individuals competing for each resource unit in a patch. Just as OSR has been a valuable concept for structuring thinking about mating systems and sexual selection, CRR may Grant et al. • Competitor-to-resource ratio as a predictor of aggression be a useful tool for synthesizing ideas about resource defense and monopolization (e.g., see Blanckenhorn et al., 1998) that are currently dispersed in the separate bodies of literature on social foraging (e.g., Giraldeau and Caraco, 2000), mating systems and sexual selection (Emlen and Oring, 1977; Kvarnemo and Ahnesjö, 1996; Reynolds, 1996), and territoriality and social systems (Brown, 1964; Lott, 1991). The ideal free distribution has already been used in this way to predict the distribution of individuals across patches, whether competing for food, mates, or shelter (Milinski and Parker, 1991). While the ideal free distribution predicts the CRR across patches, CRR predicts the form of competition, and perhaps the degree of resource monopolization, within a patch. 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