Botanical journal of the Linnean Sociedy (1990), 104: 175-186. With 4 figures Bryophytes and plant strategy theory J. P. GRIME, E. R. RINCON AND B. E. WICKERSON Unit of Comparative Plant Ecology (N.E.R.C.),Department of Plant Sciences, The University, Shefield SIO 2TN GRIME, J . P., RINCON, E. R. & WICKERSON, E. B., 1990. Bryophytes and plant strategy theory. In this paper reference will be made to three widely recurrent types of functional specialization. These correspond to (1) .strategies* apparent in the established (adult) phase of the life history, (2) strategies of the regenerative (juvenile) phase and (3) strategies ofgrowth response to seasonal variation in temperature and moisture supply. In each case a comparison will be drawn between the range af strategies displayed by bryophytes and that already described for vascular plants. Reference will be made also to some of the implications of these strategy theories for the role of bryophytes in the structure and dynamics of plant communities. ADDITIONAL KEY WORDS:-Life ~ history - regeneration strategies. CONTENIS Introduction . . . . . . . . . . . . . . . . . . Established strategies . . . . . . . . . . . . . . . . Regenerative strategies. . . . . . . . . . . . . . . . Strategies of growth response to seasonal variation in temperature and moisture supply Conclusions . . . . . . . . . . . . . . . . . . References . . . . . . . . . . . . . . . . . . . . . . . . 175 176 181 182 184 184 INTRODUCI‘ION As the science of ecology matures, two rather different sets of activities and objectives have captured the attention of research workers. The first, motivated primarily by the curiosity and ingenuity of specialists, consists of the attempt to identify the processes (demographic, genetic and biochemical) which influence the behaviour of individual populations; two recent symposia (Dirzo & Sarukhan, 1984; Gottlieb & Jain, 1988) reveal the extent to which this line of enquiry is now committed to paths of increasingly refined analysis and narrowed perspective. Some have argued strongly (e.g. Woolhouse, 1981; Harper, 1982) that this very detailed research agenda represents the only reliable way to achieve a satisfying explanation for ecological phenomena. It is doubtful whether the time scale of this type of scholarship is compatible with the pressing demands upon ecology for enlightened management of the biosphere. The second set of activities and objectives, now evident within ecological research, refers to the same sources of information as the first but seeks to *In this paper stratrgies are defined (Grime, 1979) as ‘‘groupings of similar or analogous genrtic characteristics which recur widely among species or populations and cause thrm t o rxhihit similaritirs i n ecology”. 0024-4074/90/090175 + 12 SOS.OO/O 175 01990 The Linnean Society of London J. P. GRIME ET AL. 176 preserve a broader perspective. Crucial to this philosophy is the assertion that we can introduce priorities into ecological thinking by recognizing that, at a fundamental level, patterns of evolutionary and ecological specialization are constrained such that organisms can be classified within a common framework of basic functional types. Where this approach proves to be valid, it will provide opportunities for extrapolation from the few intensively studied organisms and habitats to the much larger number which have been neglected. In addition, the ability to classify organisms into functional types has major applications in community ecology and ecosystem theory. ESTABLISHED STRATEGIES With respect to both autotrophs and heterotrophs, a general functional classification has been proposed which coincides with variation in the quality and durational stability of the habitat or niche to which the organism has been attuned by natural selection (Ramenskii, 1938; Grime, 1974; Southwood, 1977; Greenslade, 1983; Pugh, 1980; Cooke & Rayner, 1984; Reynolds, 1987). According to this theory there are three extremes of evolutionary specialization (ruderals, competitors and stress-tolerators) which recur widely in many taxa and in all major biomes and correspond to particular conditions of resource supply (Table 1). The extreme conditions favouring either ruderals, competitors or stress-tolerators form only part of the range of available environments. The full spectrum of conditions occurring in nature and their associated strategies can be described as an equilateral triangle in which the relative importance of competition, stress and disturbance is represented by three sets of contours (Fig. IA). This model recognizes not only the three categories of Table 1, but also a range of intermediate strategies capable of exploiting less extreme equilibria between stress, disturbance and competition. A detailed description of this model, its implications and the measures necessary to test it, is available elsewhere (Grime, 1979, 1988), and discussions of its applicability to bryophytes are included in During (1979) and Longton (1988). Here attention will be confined to aspects of plant strategy theory of particular relevance to bryophytes. In Table 2, plant attributes associated with the three primary strategies are summarized and those which appear to be especially relevant to the classification of bryophytes are indicated in bold type. From this table it is immediately apparent that numerous bryophytes can be found which conform either to the ruderal (e.g. Pleuridium acuminatum, Leptobyum pyriforme, Pottia truncata) or to the stress-tolerant (e.g. Grimmia puluinata, Andreaea rupestris, Racomitrium lanuginosum) categories, but none corresponds to the competitive strategy. On first inspection this may seem anomalous since it is well known that some bryophyte genera (Sphagnum, Polytrichum, Pleurocium, Brachthecium, Pseudoscleropodium) are capable of TABLE 1 . Conditions of resource supply associated with three primary strategies I . Ruderal (ephemeral) 2. Competitor 3. Stress-tolerator Temporarily abundant Continuously abundant but subject to local and/or progressive depletion as resources are exploited Continuously scarce BRYOPHYTES AND PLANT STRATEGY I77 Figure 1. A. Model describing the various equilibria between competition, stress and disturbance in vegetation and the location of primary and secondary strategies. C, competitor; S, stress tolerator; R, ruderal; C-R, competitive-ruderal; S-R, stress tolerant ruderal; C-S, stress tolerant competitor; C-S-R, ‘C-S-R-strategist’. I,, intensity of competition ( ); intensity of stress ( . -); I,, intensity of disturbance ( - -- ). B-E. The strategic range of four life forms: B, herbs; C, trees and shrubs; D, bryophytes; E lichens. dominating the plant biomass in various habitats and, at least on a local scale, are often able to suppress the establishment and growth of vascular plants. Here it is of vital importance to draw a distinction between the ability of a plant to compete for resources and its capacity for dominance. Thus, many of the bryophytes (and small herbs and shrubs) which eventually dominate unproductive habitats of low biomass, have achieved their status not through any exceptional ability to monopolize resource capture in competition with neighbours; rather they have assumed dominance slowly through the capacity to retain and protect captured resources in conditions where stronger competitors suffer greater losses through higher rates of tissue turnover and ineffective defences against herbivory (Grime, 1979; Chapin, 1980; Coley, 1983; Coley, Bryant & Chapin, 1985). Although competitors s m u strict0 are not represented among bryophytes (Grime, 1977; Longton, 1988), certain species such as Brachythecium rutabulum, have growth characteristics which allow them to be classified as stronger competitors for resources relative to bryophytes of more oligotrophic conditions. Support for this conclusion is provided in Fig. 2, which compares the light ‘foraging ability’ of six bryophytes. Essentially, the experiment measures the capacity of each species to exploit beams of spatially predictable, unfiltered light projected into shaded containers over a period of 3 months. The results are expressed as a concentration index (dry weight of thallus per unit area in unfiltered light divided by dry weight of thallus per unit area in adjacent shade light) which for each species is plotted against the mean relative growth rate of control plants grown in uniformly unfiltered light of low intensity over the experimental period. Marked differences in concentration index are apparent and it is evident that the four species of higher potential relative growth rate and characteristic of mesic habitats (Brachythecium rutabulum, Eurynchium praelongum, Pseodoscleropodium purum and Thuidium tamariscinum) were more effective colonists J. P. G R I M E E l AL. I78 TABLE 2. Some characteristics of competitive, stress-tolerant and ruderal plants (i) Morphology 1. Life forms 2. Morphology of shoot 3. Leaf form 4. Canopy structure (ii) Life-history 5. Longevity of established phase 6. Longevity of leaves and roots 7. Leaf phenology Competitive Stress-tolerant Ruderal Herbs, shrubs and trees Lichens, bryophytes, herbs, shrubs and trees Extremely wide range of growth forms Herbs, bryophytes High dense canopy of leaves. Extensive lateral spread above and below ground Robust, often mesomorphic Rapidly-elevating monolayer 12. Regenerative strategies* Often small or Various, often leathery, or needlelike mesomorphic Often multilayered. If Various monolayer, not rapidlyelevating Long or relatively short Long-very long Very short Relatively short Long Short Well-defined peaks of leaf production coinciding with periods of maximum potential productivity Produced after (or, more 8. Phenology of seed or spore production rarely, before) periods of maximum potential productivity 9. Frequency of seed Established plants usually or spore production reproduce earh year 10. Proportion of annual production devoted to seeds or spores 11. Perennation Small stature, shoot limited lateral spread Small Dormant buds and sceds or spores Evergreens, with various Short phase of leaf patterns of leaf production in period of production high potential productivity No general relationship Reproduction occurs between time of flowering early in the lifeand season history Intermittent reproduction over a long life-history Small Stress-tolerant leaves Large Dormant seeds or spores s, w, B, V, S, W, B, (iii) Physiology 13. Maximum potential Rapid relative gowthrate 14. Response to stress Rapid morphogenetic responses (root-shoot ratio, leaf area, root surface area) maximizing vegetative growth 15. Photosynthesis and Strongly seasonal, uptake of mineral coinciding with long nutrients continuous period of vegetative growth 16. Acclimation of Weakly developed photosynthesis, mineral nutrition and tissue hardiness to seasonal change in High frequency of reproduction Slow Rapid Morphogenetic responses slow and small in magnitude Opportunistic, often uncoupled from vegetative growth Rapid curtailment of vegetative growth, diversion of resources into seed or spore production Opportunistic, coinciding with vegetative growth Strongly developed Weakly developed BRYOPHYTES AND PLANT STRATEGY 179 TABLE 2.-continued Competitive temperature, light and moisture eupplY 17. Storage of photosynthate and minerd nutrients (iv) Miscellaneous 18. Litter 19. Palatability to Ruderal Stress-tolerant confinrd to d Most photosynthate and Storage systems in mineral nutrients are leaves, stems and/or rapidly incorporated into roots vegetative structure but a proportion is stored and forms the capital for expansion of growth in the following growing season s or spores Copious, not usually persistent Various Sparse, often persistent LOW Sparse, not usually persistent various, ofcen high Usually small Various Small - very small WASpcd.lized herbivorer, 20. Genome size *Key to regenerative strategies: V, vegetative expansion; S, seasonal regeneration in vegetation gaps; W, numerous small wind-dispersed seeds or spores; B,, persistent seed or spore bank; B,,, persistent seedling or sporeling bank. 6-0 I Erochvthecium rulobulufl 5-0 Thuidium tomariscinum 4-a 0 8 .- --e c .-0 3-c c 0 c 0 0 2.0 ofopecururn 1 0 0.02 1 I I 0-04 0.06 0-08 I 0.10 I 0-12 C 4 Relatlve growth rate (mg rng-' day-') Figure 2. Comparison of the ability of six bryophytes of contrasted ecology grown in a constant mosaic of high (48W m-Y)and low (9 W m-Y)irradiance for 110 days to concentrate their biomass in the areas of high irradiance. The concentration indices are plotted against the relative growth rate of individuals of the same species grown concurrently at a uniformly high irradiance (49 W m-') in the same environmental conditions (temperatures 18°C (day), 12°C (night), photoperiod 12 h). 95% confidence limits are indicated by the horizontal and vertical lines. Thc regression equation for the fitted line i s j = 0.057 3 9 . 2 2 ~(P< 0.05). + J. P. GRIME E l AL. I80 1I L S i Brochylhecium rufabulum Eurynchium proelongum Thuidium lamariscinum 4 Pseudoscleropodium purum H L S H L S fissidens crisf af us Thamnium ohpecwum Figure 3. Comparison of the ability of six bryophytes of contrasted ecology to exploit artificial sunflecks of 20 min duration and randomly distributed in space and time. The histograms describe the mean relative growth rate (&95%confidence limits) over a period of 110 days exposure to high irradiance (H) (48 W m-*), low irradiance (L) (9 W m-') and low irradiance+sunflecks (S). Temperatures: 18°C (day), 12°C (night); photoperiod: 12 h. of the local patches of unfiltered light than the two slow-growing species of shaded limestone outcrops ( Thamnium alopecurum, Fissidens cristutus) , These data are clearly consistent with the strategy predictions outlined in Table 2 in that greater morphological plasticity was evident in the four species normally found growing in closed herbaceous vegetation, whereas the two bryophytes associated with deeply shaded conditions were relatively unresponsive. In the same experiment the six bryophytes were compared with respect to their capacity to exploit spatially unpredictable irradiance in the form of artificial sunflecks each approximately 20 mm in diameter and of 20 minutes duration and located at random by intermittent rotation of a perforated disc filter over a honeycomb of short vertical reflective tubes (Rincon, 1985). The histograms in Fig. 3 compare the relative growth rates of the bryophytes in the sunfleck treatment and in two uniform levels of irradiance comparable respectively with the shade and sunfleck components of the sunfleck treatment. The data confirm the greater ability of the four grassland bryophytes to grow more rapidly at both high and continuously low irradiance. In only one of these species, Thuidium tamariscinum, is there any appreciable benefit from the introduction of sunflecks. I n the two slow-growing bryophytes, however, there is clear evidence that sunflecks provided a major stimulus to dry matter production, These results support the hypothesis (Table 2) that morphological plasticity is of reduced importance in the mechanisms of resource acquisition of bryophytes exploiting chronically unproductive habitats. In the slow-growing, long-lived bryophytes or unproductive biomes, habitats or niches, growth is intermittent and the life span of individual vegetative parts is long. The slow turnover of tissues and cells dictates that for most of the time differentiating tissue forms a small proportion of the plant's biomass, severely BRYOPHYTES AND PLANT STRATEGY 181 limiting the capacity to adjust to environmental fluctuations through morphogenetic plasticity. During their long functional life, tissues are often exposed to severe and widely different environmental conditions. It is hardly surprising, therefore, to find that there is an extensive literature supporting the assertion (Table 2) that plasticity in stress-tolerant bryophytes is usually expressed physiologically and is often both rapid and reversible. Examples of this phenomenon are available from pioneer studies of modifications in carboxylating capacity and in the temperature optimum of photosynthesis in relation to varying light intensity and season (Miyata 8z Hosakawa, 1961; Hicklenton & Oechel, 1976; Oechel, 1976; Proctor, 1982). REGENERATIVE STRATEGIES Through the work of several ecologists and evolutionary biologists (Stebbins, 1951, 1971, 1974; Wilbur, Tinkle & Collins, 1974; Grubb, 1977; Gill, 1978; Grime, 1979), there has been gradual recognition of the need for separate consideration of the strategies exhibited by organisms during the regenerative (juvenile) phase of their life histories. For plants this has resulted in the proposal (Table 3) that there are five major types of regenerative strategies characterized by differences in features such as parental investment, mobility and dormancy. Each of these strategies recurs widely and appears to confer predictable capacities and limitations upon the ecology of the organism. Moreover, as recognized for bryophytes by During (1979), the same genotypes may be capable of regenerating by several mechanisms; this has prompted the suggestion (Grime, 1979) that ecological amplitude is determined not only by genetic variability and phenotypic plasticity, but also by regenerative flexibility, which is a function of the number of’regenerative strategies exhibited by the genotype, population or species. A review of the regenerative strategies listed in Table 3 is provided in Grime (1979), which contains also a discussion of their role in successional and cyclical vegetation changes. Both for vascular plants and bryophytes there is now an urgent need for data collection and objective analysis to seek evidence for or against the co-occurrence of regenerative attributes in the sets corresponding to the strategies defined in Table 3. Preliminary cluster analyses applied to a data base for 273 common vascular plant species of the British flora (Grime, Hunt & Krzanowski, 1987) have confirmed the existence of recurring syndromes of morphological and physiological traits. There appear to be excellent opportunities to apply this approach to bryophytes although, as in the case of vascular plants, data sources remain somewhat unbalanced, with morphological criteria (e.g. seta length, peristome structure, spore dimensions) ‘swamping’ those relating to spore longevity, germination requirements and sporeling requirements for establishment. A particular limitation is apparent with respect to knowledge of spore persistence in the soil. In comparison with the voluminous literature on seed banks (Thompson, 1987), we are comparatively ignorant of the distribution and role of bryophyte spore banks. The pioneer studies of Furness & Hall (1981) and During & Ter Horst (1983) provide excellent models for future investigations. J. P. GRIME E T AL. I82 TABLE 3. Five regenerative strategies of widespread occurrence in terrestrial vegetation Strategy Functional characteristics Conditions under which strategy appears to enjoy a selective advantage Examples Vascular plants Bryophytes Vegetative expansion (V) New shoots vegetative in origin and remaining attached to parent plant until well established Productive or Reynoutria unproductive habitats juponica subject to low intensities of disturbance Pseudoscleropodium purum Seasonal regeneration (S) Independent offspring (seeds or vegetative propagules) produced in a single cohort ? Persistent seed or spore bank (B,) Viable but dormant seeds or spores present throughout the year; some persisting more than 12 months Offspring numerous and exceedingly buoyant in air; widely dispersed and often of limited persistence Habitats subjected to Impaliens seasonally predictable glandulifera disturbance by climate or biotic factors Habitats subjected to Calluna vulguris temporally unpredictable disturbance Numerous widely dispersed seeds or spores (W) Persistent juveniles Offspring derived from an independent (B,) propagule but seedling or sporeling capable of long-term persistence in a juvenile state Physcomitrium sphaericum Funaria hygrometrica Habitats subjected to Salix caprea spatially unpredictable disturbance or relatively inaccessible (cliffs, walls, tree trunks, etc.) Sanicula europaea ? Unproductive habitats subjected to low intensities of disturbance STRATEGIES OF GROWTH RESPONSE T O SEASONAL VARIATION IN TEMPERATURE AND MOISTURE SUPPLY Although the majority of bryophytes are relatively tolerant of desiccation, growth is usually confined to seasons which maintain the tissues in a fully hydrated state for significant periods of time. In grasslands and tall herb communities of the British Isles, a consequence of this restriction is the tendency for the biomass of the bryophyte component to show a pronounced bimodal fluctuation each year, with peaks occurring in the spring and autumn (Fig. 4). This pattern has been confirmed by seasonal sampling of natural bryophyte assemblages (Al-Mufti et al., 1977; Furness, 1980) and by growth analyses using implanted cuttings of selected species maintained in small chambers in chemical and climatic equilibrium with the turf environment (Rincon & Grime, 1988a). These studies, in conjunction with laboratory experiments in which various species were grown in temperature-gradient incubators (Furness & Grime, 1982a, b) confirm the widespread capacity of British bryophytes to grow relatively rapidly at low temperatures. BRYOPHYTES AND PLANT STRATEGY 183 Figure 4. Seasonal changes in the shoot biomass of the main vegetation components in a stand of Filipmdula ulmaria (Meadowsweet) situated on a damp, calcareous north-facing terrace in Northern England: A, Filipenduala ulmaria; B, Mercurialis perennis; C, Bryophytes; D, Anemone nemorosa (Al-Mufti el al., 1977). It is well documented (Proctor, 1982) that many bryophytes are able to maintain photosynthesis at low temperatures. Further research seems necessary, however, to explain how growth itself (i.e. the expansion of new tissues) is achieved under cold conditions. In particular it may be instructive to test for the existence in bryophytes of the strategy which appears to facilitate growth at low temperatures in many vernal vascular plants. This proposed mechanism rests on the suggestion (Grime & Mowforth, 1982; Grime, 1983), first, that the major limiting factor upon spring growth is the inhibitory effect of low temperatures upon cell division, and second, that this limitation is circumvented by plants which confine cell division to warmer periods, store unexpanded cells in the meristems and subsequently achieve growth at low temperatures, mainly by cell enlargement. This hypothesis is supported by controlled environment studies (e.g. Hartsema, 1961) which have shown the dependence of spring growth upon preceding exposure to warm summer temperatures. Perhaps, more relevant still to the behaviour of bryophytes, is the phenomenon of ‘stored growth’ (Salter & Goode, 1967) whereby an acceleration of shoot growth after drought is achieved in many cereals and grasses by rapid inflation of cells which have continued to accumulate in an unexpanded state during periods of desiccation. The water relations of bryophytes dictate that many species exist for considerable periods in I84 J. P. GRIME E T AL. a semi-dehydrated condition. There is need to determine the extent to which cell divisions continue in desiccated bryophytes and to assess the relevance of this process to the unusual capacities of many species to expand new shoots under low temperatures. CONCLUSIONS Patterns of ecological specialization in bryophytes exhibit strong parallels with those recognized in vascular plants. However, as in the case of pteridophytes (Grime, 1985) and individual families of angiosperms (Grime, 1984; Hodgson, 1986), phylogenetic constraints have restricted the ability to adopt certain strategies. The unsophisticated transport systems and water relations of bryophytes have limited their capacity to monopolize resource capture and dominate vegetation in productive, undisturbed habitats. Failure to achieve the competitor strategy has relegated bryophytes to a surbordinate role in perennial vegetation of high productivity. Despite this limitation, some bryophytes are capable of vegetation dominance. Robust species frequently occur as the major contributors to the plant biomass in bogs, moist grasslands and on the floor of boreal forests, and they are also conspicuous during the early stages of primary succession of skeletal habitats where they may facilitate (Connell & Slatyer, 1977) the establishment of vascular plants. In these circumstances, however, dominance is related to efficient retention and conservative utilization of captured resources rather than superior competitive ability. Further research is required to characterize the regenerative strategies of bryophytes. It is already evident, however, that regeneration involving the production of numerous widely dispersed spores (W in Table 3) is of widespread importance in epiphytic species and in bryophytes exploiting other relatively inaccessible sites (e.g. cliffs, walls and forest clearings), Persistent spore banks in the soil are important in the exploitation of intermittent habitats by certain ephemerals; we suspect that this regenerative strategy is of wider ecological significance in bryophytes than is currently appreciated. 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