Applied Vegetation Science 12: 23–31, & 2008 International Association for Vegetation Science 23 Savanna dynamics in central Texas: just succession? Fowler, Norma L.1 & Simmons, Mark T.2 1 Section of Integrative Biology, University of Texas at Austin, Austin, TX 78712, USA; Lady Bird Johnson Wildflower Center, University of Texas at Austin, 4801 Lacrosse Ave., Austin, TX 78739, USA; E-mail msimmons@wildflower.org; Corresponding author; Fax 11 512 471 3878; E-mail [email protected] 2 Abstract Question: What is the best way to model savanna dynamics? Specifically, under what conditions is a traditional succession model, i.e., a model of ordered, uni-directional change in the plant community, better than a state-and-transition model? Location: Central Texas savannas. Methods: We describe three examples of successional processes in central Texas savannas: (a) woody plant encroachment, (b) invasion by a non-native grass, and (c) establishment of different grass species in highly disturbed sites. Results and Conclusions: Savanna dynamics are now commonly conceptualized with state-and-transition models. However, in some situations a traditional succession model may be more appropriate or more useful. Succession models may better fit current ecological reality, as found in central Texas. Succession models emphasize transient dynamics rather than an (often unknown) endpoint, and direct us towards relevant literature from nonsavanna ecosystems. Succession models may be particularly useful for land management and restoration, and where woody plant encroachment and/or invasions by non-native species control vegetation dynamics. Keywords: Bothriochloa ischaemum; Invasive species; Juniperus ashei; Savanna; State-and-transition model; Succession model; Texas; Vegetation dynamics; Woody plant encroachment. Introduction Savannas, defined as spatial mosaics of herbaceous and woody plant-dominated patches, form 15-25% of the world’s terrestrial vegetation (Asner et al. 2004). Savanna research has focused on the coexistence of woody and herbaceous species, especially the ways in which fire, herbivory, and temporal and spatial differences in water uptake and use allow their coexistence (Sankaran et al. 2004 and references therein). Savanna dynamics are now usually conceptualized with state-and-transition models, where the states are different savanna, woodland, and grassland plant communities and the transitions between them may or may not involve direct human manipulation (Westoby et al. 1989; Bestelmeyer et al. 2004). Such models typically include two or more alternate stable states (Laycock 1991; Allen-Diaz & Bartolome 1998). In contrast, succession models conceptualize community dynamics as an ordered series of states that follow one another in time without direct human intervention. Using examples from central Texas savannas, particularly the savannas of the eastern Edwards Plateau, we argue that succession models can still be appropriate for savannas, especially in the context of land management. A stateand-transition model with alternate stable states and reversible transitions may be essential to understand the history of a savanna if, for example, it was once maintained by fire, but a succession model may better describe its present dynamics. At present, succession in central Texas savannas occurs at two different temporal and spatial scales. At the landscape/multi-decadal scale, savannas are being converted to woodlands, as discussed in the first section of this paper. At a smaller scale, succession occurs within herbaceous patches in savannas, as discussed in the next two sections. We then consider succession and state-and-transition models more generally, and conclude the paper with some management applications. Succession of Savannas to Woodlands Landscapes in central Texas are typically mosaics of savannas and oak/juniper-dominated woodlands. The savannas are usually dominated by species of oak (Quercus), juniper (Juniperus), and C4 grasses. Under present conditions, these savannas persist only if woody species are removed mechanically. Otherwise, woody species increase in abundance until the former savanna is converted to 24 FOWLER, N.L. & SIMMONS, M.T. woodland, a process known as woody plant encroachment. On the eastern Edwards Plateau of central Texas, Juniperus ashei, a native multi-stemmed small tree, converts Q. fusiformis savannas to woodlands (Smeins & Fuhlendorf 1997; Jessup et al. 2003). Individual J. ashei plants become established in the open and under existing woody plants, clusters of woody plants expand and coalesce, and eventually the remaining glades disappear and a closed-canopy stand of extremely low biodiversity forms. The process is often relatively rapid (Fig. 1). Thus the ranchers, conservation managers, and research ecologists in this region are confronted with a process that requires no direct human intervention and is ordered (more and more J. ashei over time), and therefore fits the definition of succession as used in most ecology textbooks and in this paper. The land manager trying to preserve or restore savannas is trying to slow, stop, or reverse succession. Similar landscapes and landscape dynamics are found elsewhere in Texas. On the western Edwards Plateau, J. pinchottii replaces J. ashei (McPherson et al. 1988; McPherson & Wright 1990). East of the Plateau, several woody species, including J. virginiana, convert Q. stellata savannas to woodlands (Kramer & Rykiel 1996). Savannas are not restricted to a narrow ecotone in central Texas: from the eastern edge of Q. stellata savannas to the western edge of the Edwards Plateau is 700 km. In south Texas, mesquite (Prosopis glandulosa) is often the dominant encroaching species (Archer et al. 1988; Archer 1995; Hamilton & Ueckert 2004), as it is in north-central Texas (Ansley et al. 2001). Woody plant encroachment is also important in many other savannas and (former) grasslands elsewhere in the USA and throughout the world (Van Auken 2000; Archer et al. 2001). Woody plant encroachment is often thought to be the result of a changed disturbance regime, especially changes in fire or herbivory. Examples of such encroachment-favoring changes include fire suppression in central US grasslands (Briggs et al. 2002a, b) and in many other parts of the world (Bond et al. 2005), overgrazing of desert grasslands of the southwestern US (Bahre 1991) and in many other arid regions (Asner et al. 2004), and elephant removal (Baxter & Getz 2005). Little evidence has been located about pre-settlement (or pre-1492) vegetation in central Texas, but it is likely that fires, some of them set by Native Americans, once controlled J. ashei and maintained savannas in central Texas, perhaps with woodland as an alternate stable state (Smeins 1980; Weniger 1984, 1988; Fuhlendorf & Smeins 1997; Smeins et al. 1997). Crown fires, which can kill even large J. ashei, are presently quite rare but can occur when conditions are suitable (Bryant et al. 1983), and the region is now considered to be at high risk of wildfires (Baum 2004; Anon. 2008a). The intensity of prescribed surface fires is usually low, in part because grazing reduces fine fuels in many sites, but also because there are countywide bans on prescribed burning when conditions are dry and windy and plant moisture content is low (Anon. 2008b). As a result, prescribed surface fires are often not intense enough to kill most J. ashei, even very small plants (Noel & Fowler 2007). Neither grazing nor protection from grazing prevents J. ashei encroachment (Fig. 1). The usual management practice is mechanical removal of J. ashei (Hamilton & Ueckert 2004). If woody plant encroachment is a form of succession, the rich literature on succession in other systems should be a good source of insights and hypotheses. For example, the classic paper by Connell & Slatyer (1977) and its many descendants ask Fig. 1. Sequential aerial photographs of a portion of Pedernales Falls State Park, Blanco County, Texas, from 1951 to 2004. During this 53-year period, the increase in woody cover in this site averaged 1.1% per year (Gonzalez & Fowler 2007), primarily due to an increase in the number and size of Juniperus ashei (Ashe juniper) plants. This site was grazed prior to 1970 and ungrazed thereafter. Aerial photographs provided by Texas Natural Resources Information System, Austin, TX. - SAVANNA DYNAMICS IN CENTRAL TEXAS whether the interactions between species during succession are inhibitory, facilitative, or neutral. Facilitation of J. ashei seedling survival by adult J. ashei has been documented (Batchelor 2004; Batchelor & Fowler 2004). This is likely to be because of a reduction in water stress through shading by adults. However, the effect is small, and the effect of adult J. ashei on seedling growth is negative. The effect of adult Q. fusiformis on seedling J. ashei was entirely negative, apparently because damage by falling branches negated any positive shading effect. Facilitation, therefore, is not the cause of the very common clustering of juvenile J. ashei around adult J. ashei and Q. fusiformis (Fowler 1988; Batchelor et al. 2002). Another topic addressed in the succession literature is the role of seed dispersal. It was found elsewhere that the establishment of bird-dispersed species is more frequent under perches (McClanahan & Wolfe 1993; Vieira et al. 1994). Fruit-eating birds disperse the seeds of J. ashei (Chavez-Ramirez & Slack 1994), and seed dispersal by perching birds is the most likely explanation for the clustering of J. ashei juveniles around adult Q. fusiformis and adult male J. ashei. The clustering of J. ashei juveniles around adult female J. ashei is augmented by J. ashei seeds that fall close to parent plants. In a classic succession model, succession terminates at a single end point, the ‘‘climax’’ community. It is not certain what the climax community would be on the eastern Edwards Plateau under present conditions. Due to white-tailed deer (Odocoileus virginicus) herbivory, oaks (Quercus spp.) are not successfully regenerating in either savannas or woodlands in this region at present (Russell & Fowler 1999, 2002, 2004). The same appears to be true for most other woody species, most of which are more palatable than oak (Armstrong et al. 1991; Armstrong & Young 2002). Similar effects of whitetailed deer have been reported from eastern US forests (McShea et al. 1997; Russell et al. 2001; Côté et al. 2004). Juniperus ashei, however, is highly unpalatable to deer. Because it can establish in woodlands as well as savannas (Van Auken et al. 2004), a nearly monospecific stand of J. ashei seems to be the likely climax community under present conditions. However, we do not know what will happen as stands of J. ashei age. If crown fires were to become more common, the landscape might become a mosaic of J. ashei stands of different ages. Changes in land use will also affect the future landscape. As the urban-rural interface moves west from Austin and San Antonio, former ranches are being converted 25 into 1-20 ha homesites. As a consequence, juniper removal and deer hunting both decrease, increasing the rate of succession from savanna (and from diverse woodland) to J. ashei stands. Bothriochloa ischaemum Invasion as Succession The vegetation dynamics of the eastern Edwards Plateau fit the definition of succession in another way. Savannas in this region are being invaded by Bothriochloa ischaemum var songarica, a non-native perennial C4 bunchgrass. While this grass does not live under the canopies of woody plants, it grows in almost every other type of upland site in the region (Gabbard & Fowler 2007). Neither grazing, protection from grazing, nor dormant-season fires control it, and in many sites it has formed single-species stands, with associated reductions in native plant diversity (Gabbard & Fowler 2007). There is no evidence to suggest that under present conditions this grass will not continue to spread throughout the region and to increase in abundance where it has not yet become dominant. The invasion of savannas by B. ischaemum thus fits the definition of succession: it requires no direct human intervention and is ordered in time (increasing B. ischaemum density over time). This successional sequence appears to terminate at a single end point (a nearly mono-specific stand of B. ischaemum) that persists indefinitely if J. ashei encroachment is controlled. A major goal of land managers who wish to preserve native herbaceous plant diversity in the region is to slow, stop, or reverse the succession of grasslands to B. ischaemum dominance. Two invaded grasslands in central Texas that were burned during the growing season of B. ischaemum showed significant reductions in the abundance of this species with little or no change in other native and nonnative species (Simmons et al. 2007), suggesting that growing-season fires may be a selective method of controlling this invasive grass. If so, then the reintroduction of occasional growing-season fires, which was probably the historic fire regime in the region (Fuhlendorf & Smeins 1997), might simultaneously control both B. ischaemum and J. ashei. Restoration of the Herbaceous Component of Savanna Communities as Succession A succession model may also be useful in the study and management of revegetation following disturbance. There is little direct information about 26 FOWLER, N.L. & SIMMONS, M.T. the development or dynamics of the native herbaceous component of savanna communities of the eastern Edwards Plateau. It is not even known whether succession actually occurs within the native herbaceous community, and successional sequences have not been described. The plant colonists of small soil disturbances created by ants or armadillos are the same species that occur in the surrounding herbaceous community (N.L. Fowler, unpubl.). The best information on succession within the herbaceous component of these savannas is indirect, and comes from a restoration study (Tinsley et al. 2006). The objective of this study was to develop seed mixtures of native species for roadside revegetation, with the larger goal of providing viable substitutes for the mixtures of non-native grasses commonly used for restoration. Native grasses have acquired the reputation of being difficult to establish. However, the native grass species whose seed is commercially available are mostly tall, slow-growing, long-lived species such as Schizachyrium scoparium. To identify native species that might have better establishment rates, Tinsley et al. used information from studies of the effects of grazing on the species composition of rangelands. The literature on grazing and rangeland ecology and management has generally used a rather different definition of succession from that used in ecology textbooks and in this paper. In the former literature, community composition has often been conceptualized as changing reversibly along a continuum, with grazing intensity the primary factor that shifts community composition between earlier successional states (higher grazing intensity) and later successional states (lower grazing intensity) (Stoddart et al. 1975). As grazing intensity increases, ‘‘increasers’’ are favored over ‘‘decreasers’’, and vice versa as grazing intensity decreases. Under this definition of succession, early successional species are increasers, and decreasers are later successional species; we will refer to them as increasers and decreasers to avoid using two different definitions of early and late successional species. Many of the grasses found in central Texas have been classified as increasers or decreasers (Fig. 2). Palatability can affect a species’ classification: highly palatable plants may decrease in abundance even under light grazing. However, among grasses, the difference between increasers and decreasers is usually height (Fig. 2). Taller grasses lose a larger proportion of their biomass when grazed to ‘‘bite height’’ than do shorter grasses, and therefore are decreasers. Where grazing is relatively heavy, the reduction in competition from taller species allows Fig. 2. Relationship between vegetative height and establishment success following (a) spring and (b) summer seed sowing. Establishment success rate data from Tinsley et al. (2006); vegetation height values from Coffey & Russell (2004). rs, Spearman’s correlation coefficient. ARPU 5 Aristida purpurea; BOCU 5 Bouteloua curtipendula; BOHI 5 Bouteloua hirsuta; BORI 5 Bouteloua rigdiseta; BOLA 5 Bothriochloa laguroides; BUDA 5 Buchlöe dactyloides; CYDA 5 Cynodon dactylon; ELCA 5 Elymus canadensis; ERPI 5 Erioneuron pilosum; HIBE 5 Hilaria belangeri; LECO 5 Leptoloma cognatum; LEDU 5 Leptochloa dubia; NALE 5 Nassella leucotricha; PAHA 5 Panicum hallii; SCSC 5 Schizachyrium scoparium; SEIT 5 Setaria italica; SONU 5 Sorghastrum nutans. Species are pooled (/) where their seedlings could not be distinguished. Of these species, ARPU, BOHI, BORI, BUDA, ERPI, HIBE, and NALE (circles) have been reported to be increasers, i.e., to increase in abundance when grazed, while BOCU, LECO, SCSC, and SONU (squares) have been reported to be decreasers (Dyksterhuis 1946; Launchbaugh 1955; Smeins et al. 1976). These authors disagree about the status of BOLA, and the others (triangles) have not been classified. shorter species to increase. Experiments using fenced and unfenced transplants of six common Texas grass species verified that height is correlated with the effects of grazing on relative growth rate - SAVANNA DYNAMICS IN CENTRAL TEXAS (Fowler 2002). Tinsley et al. (2006) deliberately included in their study a number of species that had been previously identified as increasers, or are of short stature, or both (Fig. 2), an example of the use of a succession model, together with the body of knowledge associated with that model, to discover a better strategy for restoration. The hypothesis that short stature, increaser species establish better in disturbed habitats than do taller decreaser species is supported by analysis of data from Table 5 of Tinsley et al. (2006). The six short grasses Aristida purpurea, Buchlöe dactyloides, Hilaria belangeri, Erioneuron pilosum, Leptochloa dubia, and Panicum hallii had an average seedling establishment of 14.6% (the ratio of live seedlings to viable seed); in contrast, four taller species, Bothriochloa laguroides, Elymus canadensis, Schizachyrium scoparium, and Sorghastrum nutans had an average of only 0.13% seedling establishment. The relationship between grass height (from Coffey & Russell 2004) and establishment success was significantly negative (Fig. 2). This suggests that there may be a successional sequence among the native herbaceous species of central Texas savannas, perhaps initiated by disturbances larger than those created by localized digging. A lack of seeds may delay succession. Seed may be lacking where a closed canopy stand of J. ashei has been removed or where overgrazing has been especially severe, as well as along severely disturbed roadsides (Kinucan & Smeins 1992). There appears to be little recruitment of herbaceous species from seed under mechanically cleared old stands of J. ashei (M.T. Simmons, pers. obs.). Greatly delayed succession due to lack of propagules of early successional species has also been documented in other systems (Reichhardt 1982; Turnbull et al. 2000). Some Advantages of Succession Models for Savannas The use of succession models in central Texas acknowledges the present reality confronting land managers. Describing woody plant encroachment and the invasion of Bothriochloa ischaemum as successional processes acknowledges their directionality and the difficulty of slowing, stopping, or reversing them. Land managers confront a situation where small modifications of fire, grazing, and browsing are not sufficient to stop these successional processes. Therefore, very high inputs of resources, such as repeated mechanical clearing, are necessary. In general, succession models encourage us to be realistic about the difficulties of reversing some 27 processes. Beginning with the seminal work of Westoby et al. (1989), users of state-and-transition models have noted that, for example, when grazing is removed the vegetation often does not revert to its pre-grazing composition; recognition of this fact was a motivation for abandoning the range definition of succession, with its assumption of reversible changes along a continuum. For example, overgrazing of south Texas savannas promotes an increase in Prosopis glandulosa (honey mesquite) and eventual conversion to woodland; cessation of grazing does not return such sites to savannas (Archer 1995). If the reality on the ground is a strong directional change in the vegetation, a succession model has the merit of realism. Succession models emphasize transient dynamics over stable states, the process of change over its endpoint(s). Transient dynamics, not stable states, best describe vegetation in central Texas, where communities are constantly changing rather than being stable or semi-stable. Transient dynamics characterize the vegetation of many parts of the world, including many savannas, because many plant communities have been greatly affected by historical factors, especially past land management practices. Worldwide, not only savannas are changing; forests that were once thought to represent climax vegetation are now known to be, in part, the product of past human land use, hurricanes, and other events in previous decades or centuries (Foster & Boose 1992; Foster & Aber 2004). Succession models are particularly appropriate where the stable states are unknown or uncertain, as is the case for the Edwards Plateau. Finally, succession models direct our attention towards a rich body of scientific literature and practical experience that may, at first glance, not seem relevant to understanding savannas. Information from other ecosystems may provide insights into the mechanisms underlying succession in savannas, as in the examples discussed above. Succession Models Versus State-and-Transition Models We have argued that, for the savannas of the eastern Edwards Plateau, and by extension some other savannas, succession models may be more useful, especially for land management and restoration, than state-and-transition models based on the concept of alternate stable states. Authors (e.g., Westoby et al. 1989; Allen-Diaz & Bartolome 1998) who have argued against using succession models 28 FOWLER, N.L. & SIMMONS, M.T. for savannas have usually been addressing the use of models that assume that succession is a reversible process driven by grazing, i.e., models that use the range literature definition of succession. The deficiencies in that form of succession model do not apply to models that use the definition of succession common in the non-savanna literature, i.e., a definition that does not assume reversibility or a controlling role for grazing (Pickett & White 1985). We do not argue that a state-and-transition model for these savannas would be inappropriate; indeed, developing such a model is a long-term goal of our research. Furthermore, we agree with other authors (Smeins 1980; Weniger 1988; Smeins et al. 1997) that savanna was probably a quasi-stable state in this region under pre-settlement fire regimes, at least in some sites. We simply argue that, given present vegetation, present land management practices and constraints, and our current level of scientific understanding of the vegetation of this region, succession models are both appropriate and useful. From a theoretical point of view, the two types of models can be seen as special cases of each other. Succession models can be viewed as state-and-transition models with a single stable state. Ecologists long ago incorporated fire-maintained stable states as ‘‘fire disclimaxes’’ within models of succession (Daubenmire 1968). However, the two types of models direct us towards different bodies of literature and practical experience, and emphasize different aspects of ecosystem dynamics. Savanna Management and Restoration Savannas are desirable in central Texas for many reasons. Where the native plant community has not been replaced by Bothriochloa ischaemum, savannas represent an important component of native plant biodiversity. In this region, the endangered black-capped vireo (Vireo atricapillus) requires savannas with a particular shrub structure and composition (Anon. 1991). Ranching has been, and continues to be, an important use of much of the Edwards Plateau; ranchers routinely remove J. ashei to increase forage for cattle. Recently, J. ashei removal has also been used to increase water runoff and aquifer recharge (Wu et al. 2001; Anon. 2008c). Land management on the eastern Edwards Plateau is, therefore, often directed towards stopping, slowing, or reversing succession towards B. ischaemum-dominated herbaceous stands and, on a somewhat longer time scale, stopping, slowing, or reversing succession towards J. ashei-dominated woodland. Where savannas have been lost, whether by conversion to woodland or by construction and road-building, the task becomes fostering succession in the desired direction while resisting its ‘‘natural’’ tendencies towards B. ischaemum and J. ashei dominance. Similar challenges confront managers of savannas in many areas (e.g., Peterson & Reich 2001; Brockway et al. 2002; Baker 2006). In labeling savanna dynamics as ‘‘just succession’’, we do not intend to minimize the challenges and difficulties of managing savannas in central Texas or elsewhere. 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