Tree Physiology 18, 259--264 © 1998 Heron Publishing----Victoria, Canada Differences in root longevity of some tree species K. E. BLACK,1 C. G. HARBRON,2 M. FRANKLIN,2 D. ATKINSON1 and J. E. HOOKER3 1 The Scottish Agricultural College, West Mains Road, Edinburgh EH9 3JG, U.K. 2 Biomathematics and Statistics Scotland (BioSS), Rowett Research Institute, Greenburn Road, Bucksburn, Aberdeen AB21 9SB, U.K. 3 Soil Biology Unit, Land Resources Department, SAC, Doig Scott Building, Craibstone Estate, Aberdeen AB21 9TQ, U.K. Received December 7, 1995 Summary Although the importance of root production and mortality to nutrient fluxes in ecosystems is widely recognized, the difficulties associated with root measurements have limited the availability of reliable data. We have used minirhizotrons and image analysis to measure root longevity of Prunus avium L., Picea sitchensis (Bong.) Carrière, Acer pseudoplatanus L. and Populus × canadensis cv. Beaupre directly in cohorts of roots. Major differences in the longevity of roots among species were identified. For example, 40% of Prunus avium roots but only 6% of Picea sitchensis roots survived for more than 14 days. Survival analysis of cohorts of roots of Prunus avium and Populus × canadensis revealed differences in the distribution of longevity among cohorts. Genetic, biotic and abiotic factors that may influence longevity are discussed. Keywords: Acer pseudoplatanus, minirhizotrons, nutrient cycling, Picea sitchensis, Populus × canadensis cv. Beaupre, Prunus avium, survival analysis. Introduction Both the production and longevity of fine roots are major factors affecting carbon and nutrient fluxes within terrestrial ecosystems. This is because roots are not only a sink for carbon and nutrients, but are also a source of nutrients for the plant. Although the importance of roots in nutrient cycling has been recognized for many years (e.g., Joslin and Henderson 1987), technical limitations have prevented accurate quantification of the importance of root mortality in nutrient cycling. The absence of these data has resulted in the development of nutrient cycling models (reviewed by Schimel et al. 1990) that do not take full account of the role of roots. In the past, the soil has presented the major obstacle in obtaining accurate measurements of roots because it limits accessibility. Traditional sampling methods, e.g., repeated soil coring, have been frequently employed (reviewed by Böhm 1979) and have produced data suggesting that roots can account for a significant input of carbon and nitrogen to soils. For example, Vogt et al. (1986) estimated that root mortality adds 18 to 58% more nitrogen to soils than litter fall. However, there is a major limitation to these methods that prevents reliable quantification. Because root production and mortality can occur simultaneously within a sampling interval, mortality rates are greatly underestimated (Kurz and Kimmins 1987, Hendrick and Pregitzer 1992a). Furthermore, in most ecosystems, the soil coring approach is subject to high sampling variability (Singh et al. 1984) and this drawback is especially evident in trees because of the asymmetric nonrandom distribution of tree root systems (Hendrick and Pregitzer 1992b). The only reliable method for quantifying root dynamics and longevity is to observe roots nondestructively in situ over time. This is now possible as a result of recent developments in video technology. Minirhizotrons (transparent plastic or glass tubes) are inserted in the soil and roots viewed at the soil--tube interface with a miniature television camera. The usefulness of this technique for measuring root longevity has recently been demonstrated by Hendrick and Pregitzer (1993) for sugar maple and Hooker et al. (1995) for poplar. The aim of the present study was to measure root longevity for a range of different tree species by using a similar approach. The data obtained were subjected to survival analysis (Lee 1992). Survival analysis is a powerful technique for studying data that are censored. Furthermore, it is more appropriate than the simpler techniques employed in other root longevity studies (e.g., Hendrick and Pregitzer 1993, Reid et al. 1993, Hooker et al. 1995), because it makes more complete use of the data and permits both comparisons of root longevity between tree species and a description of temporal change within species. Materials and methods Experimentation One-year-old seedlings of Prunus avium L. (cherry), Populus × canadensis cv. Beaupre (poplar), Picea sitchensis (Bong.) Carrière (Sitka spruce) and Acer pseudoplatanus L. (sycamore) were grown in nursery compost in 22.9-cm (6.2-liter) pots. There were five replicates per species. Plants were maintained in an unheated greenhouse in natural light and watered as necessary. A 250-mm long minirhizotron tube (a clear Perspex (Plexiglas) tube with an internal diameter of 50 mm and an external diameter of 60 mm) marked with guidelines was inserted vertically in each pot. The portion of the tube extending above the surface of the soil was covered to prevent light penetration. The inner wall of the minirhizotron tube was imaged every 7 days with a miniaturized color television 260 BLACK ET AL. camera (Bartz Technology, Santa Barbara, CA). Images were stored on videotape. To restore the camera each time to the same position in the soil, visual reference points were marked on the inner wall of the tube, enabling the observation of individual roots over time. Binary overlays of the roots in each frame were generated and labeled with an appropriate identifier, using the image analysis software ROOTS (Hendrick and Pregitzer 1992b, Hooker and Atkinson 1992). The longevity of roots was studied by the cohort analysis method (Hendrick and Pregitzer 1993). A cohort consists of those roots produced within a defined period, here usually 7 days. The progress of the roots in each cohort was followed for a defined period, here for 9 weeks. For example, Cohort One consists of the roots produced in the week between June 27 and July 4, and the progress of these roots was followed until September 5. For each species, the data presented were derived from 10 successive cohorts of roots produced in successive weeks between June 27 and September 5. Each cohort was followed for 9 weeks. Statistical analysis Comparisons were made both among species and among cohorts of the same species of the proportion of roots surviving until the end of the study, i.e., for at least 63 days, by fitting logistic models (McCullagh and Nelder 1989), which allowed for both pot effects and species or cohort effects. Allowance was also made for a dispersion factor greater than unity. Survival analysis t S(t) = exp −∫ h(u )du . 0 (3) Thus, the probability of an individual root surviving beyond time t is related to the accumulated hazard up to time t. Because we had no prior knowledge of the distribution of root longevities, we required a flexible distribution that permits modeling of a wide range of survival distributions. Various distributions fit the basic requirement that they cover the continuous scale for time. These include the Exponential, Weibull, Gamma and Lognormal distributions (see Appendix). The Exponential distribution is defined by a single parameter, whereas the others are each described by two parameters allowing them greater flexibility. It is useful to note that both the Weibull and Gamma distributions include the Exponential distribution as a special case. For the purposes of this study, we used the Weibull distribution. The Weibull distribution is a survival distribution described by two parameters, a scale parameter θ and a shape parameter γ. Its survival function can be expressed as: γ t S (t) = − , θ (4) and its hazard function as: The longevities of some roots were unknown; we only have the information that they survived for at least the duration of the study. Such data are said to be censored. Survival analysis is a powerful technique for studying censored data (Lee 1992). In this study, censoring took a simple form, namely that no observations were recorded after 63 days. However, survival analysis can also cover more complex patterns of censoring; for example, it can allow for the accidental destruction of some roots. A survival distribution is essentially a probability distribution of the lifetimes of the objects under examination. In our study, the distribution is of longevity of a population of roots. Two informative functions to observe when examining the properties of a particular survival distribution are the survivor function S(t), which defines the probability of an individual surviving until at least time t, and the hazard rate function h(t), which defines the instantaneous probability of death for an individual alive at time t. A survival distribution with probability density function for root lifetimes f(t) and cumulative probability density function F(t) can be expressed as: S (t) = P (T ≥ t) = 1 − F (t), h (t) = P(t + dt ≥ T > t | T > t) /dt = These two functions are related in the following manner: (1) f(t) , S (t) (2) where P is probability, T is a random variable describing a root’s longevity and dt is a sufficiently small time interval. γ t h (t) = θθ γ−1 . (5) The scale parameter θ is the main determinant of the degree of hazard and thus the average life span. Large values of θ correspond to low hazards, which is equivalent to a large proportion of individual roots surviving a long time, whereas small values of θ correspond to high hazards and a rapidly decaying survivor function with very few roots living for a long time. When γ = 1, which corresponds to the exponential distribution, θ is the mean survival time. The shape parameter γ determines the change in the degree of hazard over time. When γ = 1, the hazard is constant, i.e., the probability of an individual that is alive at the start of a fixed interval failing to survive until the end of that interval does not change. A value of γ greater than 1 corresponds to an increasing hazard rate, where older individuals are more likely to die within a given time period than younger individuals. A value of γ less than 1 corresponds to a decreasing hazard rate, for example, in situations where young individuals are vulnerable, but this risk declines with age. Increasing risk with time tends to result in survival time distributions with a low coefficient of variation (cv), because with low risks few roots die young and with high risks few roots survive to extreme old age. Conversely, decreasing risks tend to give distributions with a high cv. As is shown in the Appendix, there is a direct relationship between the cv and one of the parameters in the two-pa- TREE PHYSIOLOGY VOLUME 18, 1998 DIFFERENCES IN TREE ROOT LONGEVITY rameter distributions. For the Weibull distribution, there is a direct (inverse) relationship between the cv and γ. For each tree species, data for cohorts were grouped as necessary, and distributions were fitted to the data. The parameters of the distributions were estimated by maximum likelihood (e.g., Lee 1992) using the Genstat 5 statistical package (The Numerical Algorithms Group Ltd., Oxford, U.K.). Estimates obtained from each of these fitted distributions were treated as coordinates in a graph where estimates for the mean formed the x-axis and estimates for the coefficient of variation formed the y-axis. Successive cohorts are linked to show how the distribution of root longevities changed over time. Cohorts with similar distributions of root longevity appear close together, whereas those with different distributions are separated. The position where a cohort is plotted defines the two most important features of the pattern of root longevities within that cohort. The plot thus allows comparison between different species and also allows temporal changes in longevity within a species to be observed. Contours of equal values for θ have been included in the plot to allow changes in the parameter value to be monitored. Also, as shown in the Appendix, there is a direct relationship between the value of the coefficient of variation (cv) and γ, so γ is used to provide an alternative scale for the y-axis. Similar graphs can be drawn for each of the two-parameter distributions. However, in the presence of censoring, the various distributions will yield differing estimates of the mean and coefficient of variation because of the assumptions used about the survival times to be allocated to the censored observations. Results Figure 1 shows cumulative mortality curves for each species with all cohorts combined. On the logarithmic scale used, periods of constant risk are indicated by straight lines. A total of 235 cherry roots were monitored with 18 surviving for 63 days or more. The corresponding values for the other three species were poplar 219 and 80, Sitka spruce 32 and 17, and sycamore 29 and 7. Among the species, cherry roots were the most short-lived with over 40% surviving for less than 14 days and fewer than 8% surviving for longer than 63 days. Cherry had significantly fewer roots surviving in excess of 63 days than any of the other species (P < 0.05). In contrast, Sitka spruce roots survived for much longer periods, with over 53% living longer than 63 days and only 6% failing to survive for at least 14 days. All of the species differed significantly in the proportion of roots surviving for at least 63 days. There were insufficient Sitka spruce or sycamore roots to detect differences among cohorts in the proportion of roots surviving to 63 days. In cherry, no significant differences were detected among cohorts in the proportion of roots surviving to 63 days (Table 1). (A more sensitive test for cherry survival would be to use a shorter survival period.) In poplar, there were marked differences (P < 0.01) among cohorts----survival being higher for later cohorts than for earlier cohorts. This shows that temporal changes occurred in root longevity during the study, 261 Figure 1. Root survival curves for each species with all cohorts combined. which extended from the middle of the growing season until dormancy. Survival analysis provided further information about the temporal changes. Figure 2 shows the mean cv plot for cherry and poplar roots. The estimate for θ is given by the position of the plotted point with respect to the dashed contour lines. Figure 2 shows that, in the earlier cohorts, the mean longevities of cherry and poplar roots were similar. However, for later cohorts, the longevity decreased for cherry but increased for poplar. Estimates for the parameters θ and γ, together with their standard errors, are given for each of the cohort sets in Table 1. For Sitka spruce and sycamore, the data from all cohorts have been pooled. For cherry and poplar, estimates are given also for the cohort groups 1--4, 5--6, 7--8 and 9--10. For the overall pooled data (Cohorts 1--10), the two-parameter distributions showed no improvement over the simple exponential for cherry and sycamore. Therefore, for these two species it is reasonable to accept that the risks were constant over the survival period. For poplar, the risks were initially as high as for sycamore but then declined (see Figure 1). As a consequence, the ‘least good’ fit for poplar was provided by the exponential distribution (but even here the deviations from the distribution are not statistically significant, P > 0.05). There was a small but not statistically significant (P > 0.05) improvement from fitting the Gamma or Weibull distribution as opposed to the Exponential distribution; however, the best fit was given by the Lognormal distribution. For Sitka spruce, like poplar, the risks appear to decrease for older roots with other distributions giving slight but not statistically significant (P > 0.05) improvements in fits from the two-parameter distributions. Discussion In young trees, root life can be short. For example, in cherry, fewer than 60% of roots survived more than 14 days (Figure 1). TREE PHYSIOLOGY ON-LINE at http://www.heronpublishing.com 262 BLACK ET AL. Table 1. Estimated parameters θ and γ for the Weibull distribution for survival times (days) of roots from four tree species: cherry, poplar, Sitka spruce and sycamore, with the standard errors of the estimates plus the estimated mean and coefficient of variation (cv). Estimates are given for each species totalled over all cohorts (1--10) and, in cherry and poplar, for sets of cohorts. Also given is the percentage of roots surviving ≥ 63 days. Cohort θ (SE) γ (SE) Mean cv Proportion (%) surviving ≥ 63 days Cherry C1--4 C5--6 C7--8 C9--10 C1--10 36.8 (8.2) 32.2 (2.6) 24.9 (3.1) 15.8 (2.6) 26.4 (1.7) 1.04 (0.24) 1.53 (0.16) 0.89 (0.09) 1.05 (0.16) 1.05 (0.06) 36.2 29.0 26.4 15.5 25.9 0.96 0.67 1.13 0.95 0.95 11.7 (6.4) 5.3 (2.5) 11.1 (3.2) 2.6 (2.5) 7.7 (1.7) Poplar C1--4 C5--6 C7--8 C9--10 C1--10 35.2 (4.5) 21.6 (5.2) 47.8 (15.1) 102.0 (15.6) 61.7 (6.1) 1.25 (0.16) 0.68 (0.12) 0.83 (0.21) 1.26 (0.91) 0.88 (0.7) 32.8 28.1 52.8 94.8 65.7 0.80 1.51 1.21 0.80 1.14 18.1 (5.4) 16.2 (5.9) 31.1 (9.1) 53.7 (5.4) 35.8 (2.6) Sitka spruce C1--10 85.5 (18.3) 1.38 (0.33) 78.1 0.73 53.1 (10.3) Sycamore C1--10 45.0 (8.1) 1.19 (0.24) 42.4 0.84 24.1 (8.0) Figure 2. Mean cv plot for cherry and poplar roots showing changes with cohort group as detailed in Table 1. Furthermore, major differences exist in the longevity of roots of different species as indicated by the finding that 94% of Sitka spruce roots survived for more than 14 days. Survival analysis provided detailed information on temporal changes in the distribution of root longevities (Figure 2). Temporal changes were more complicated than a simple increase or decrease in average root longevity and occurred often, whereas the mean lifetimes remained approximately constant. These data provide the first evidence both for genetically determined differences in root longevity among species and also for significant changes in longevity over time. Survival analysis makes a more complete use of the data within each cohort by using the age at death of all the roots rather than a simple indicator of ‘‘survived longer than’’ where the arbitrary choice of the cut-off time may strongly affect the results. The summary obtained for each cohort, i.e., the shape and scale parameters, thus provides a more complete description of the pattern of root longevities within the cohort. From TREE PHYSIOLOGY VOLUME 18, 1998 DIFFERENCES IN TREE ROOT LONGEVITY the fitted parameters, θ and γ, estimates of other statistics describing the cohort can also be made. For example, the mean longevities and cv, used as axes in Figure 2, could be replaced by the median and inter-quartile ranges, respectively. The technique thus provides a comprehensive analysis of root data of this type. Other reports of tree root longevity measured by direct methods are rare. However, our values for poplar are similar to those obtained by Hooker et al. 1995 for the same species (using the same method, although growth conditions in the two studies were quite different). Hendrick and Pregitzer (1992a) also used a similar technique to measure root longevity in a sugar maple forest. They assumed most roots to be of Acer saccharum Marsh. and concluded that mean survival ranged from 5.5 to 10 months. Fahey and Hughes (1994) used in situ screens to estimate longevity of roots produced in early summer (mid-June to early July) in a northern hardwood forest and obtained average values of 8 to 10 months. Thus, both of these studies report root longevities significantly greater than the values we obtained. However, in a study using a root observation laboratory, Reid et al. (1993) determined that 40% of kiwi fruit roots survived for less than 28 days, a value that is comparable to the values we obtained with different species. The evidence indicates that large differences in root longevity exist among species. However, the differences we observed among species were not as large as the differences between our data and those of Hendrick and Pregitzer (1992a) and Fahey and Hughes (1994), which indicate lifetimes 10 to 20 times greater than we observed. The reasons for these large differences are likely to be complex and may include genetically determined factors, prevailing environmental conditions and the physiological status of the trees. Moreover, the temporal changes in longevity that we observed indicate that it is possible to measure large differences in root longevity at different points in time. There have also been suggestions that temperature may influence the longevity of roots (Hendrick and Pregitzer 1993). An alternative explanation is that root longevity is more closely linked to the physiological status of the rest of the tree than to direct effects of the environment on belowground processes and that, although there may be a link between temperature, day length and perhaps other environmental variables on belowground processes, root responses are indirectly mediated through the influences of aboveground processes. There is no information on whether root longevity changes with the age of the tree or its relationship with the age of the root. Moreover, recent data by Hooker et al. 1995 have shown that colonization by arbuscular mycorrhizal fungi can reduce root system longevity. Thus, given that temporal changes in colonization occur (McGonigle and Fitter 1990, Sanders and Fitter 1992), arbuscular mycorrhizal fungi may, at least in part, drive the temporal changes in root longevity. We conclude that, in young trees, roots can be relatively short-lived, longevity can change over time, and there are differences in longevity among species. Moreover, the short life spans observed suggest that the importance of root turnover has often been understated and can represent a major 263 nutrient and carbon flux. This conclusion should contribute to better understanding nutrient and carbon cycling within treebased ecosystems. Acknowledgments Both SAC and BioSS receive financial support from The Scottish Office Agriculture Environment and Fisheries Department. References Böhm, W. 1979. Methods of studying root systems. Springer-Verlag, Berlin, 188 p. Fahey, T.J. and J.W. Hughes. 1994. Fine root dynamics in a northern hardwood ecosystem, Hubbard Brook Experimental Forest, NH. J. Ecol. 82:533--548. Hendrick, R.L. and K.S. Pregitzer. 1992a. The demography of fine roots in a northern hardwood forest. Ecology 73:1094--1104. Hendrick, R.L. and K.S. Pregitzer. 1992b. Spatial variation in tree root distribution and growth associated with minirhizotrons. Plant Soil 143:283--288. Hendrick, R.L. and K.S. Pregitzer. 1993. Patterns of fine root mortality in two sugar maple forests. Nature 361:59--61. Hooker, J.E. and D. Atkinson. 1992. Application of computer-aided image analysis to studies of arbuscular endomycorrhizal fungi effects on plant root system morphology and dynamics. Agronomie 12:821--824. Hooker, J.E., K.E. Black, R.L. Perry and D. Atkinson. 1995. Arbuscular mycorrhizal fungi induced alteration to root longevity of poplar. Plant Soil 172:327--329. Joslin, J.D. and G.S. Henderson. 1987. Organic matter and nutrients associated with fine root turnover in a white oak stand. For. Sci. 33:330--346. Kurz, W.A. and J.P. Kimmins. 1987. Analysis of some sources of error in methods used to determine fine root production forest ecosystems: a simulation approach. Can. J. For. Res. 17:909--912. Lee, E.T. 1992. Statistical methods for survival data analysis. John Wiley and Sons, New York, 482 p. McCullagh, P. and J.A. Nelder. 1989. Generalised linear models. Chapman and Hall, London, 511 p. McGonigle, T.P. and A.H. Fitter. 1990. Ecological specificity of vesicular-arbuscular mycorrhizal associations. Mycol. Res. 94:120-122. Reid, J.B., I. Sorensen and R.A. Petrie. 1993. Root demography in kiwifruit (Actinidia deliciosa). Plant Cell Environ. 16:949--957. Sanders, I.R. and A.H. Fitter. 1992. The ecology and functioning of vesicular--arbuscular mycorrhizas in co-existing grassland species. I. Seasonal patterns of mycorrhizal occurrence and morphology. New Phytol. 120:517--524. Schimel, N.C., W.J. Parton, T.G.F. Kittel, D.S. Ojima and C.V. Cole. 1990. Grassland biogeochemistry: links to atmosphere processes. Clim. Change 17:13--25. Singh, J.S., W.K. Lauenroth, H.W. Hunt and D.M. Swift. 1984. Bias and random errors in estimators of net root production: a simulation approach. Ecology 65:1760--1764. Vogt, K.A., C.C. Grier and D.J. Vogt. 1986. Production, turnover and nutritional dynamics of above- and belowground detritus of world forests. Adv. Ecol. Res. 15:303--307. Appendix We briefly report some properties of four distributions that could prove useful in analyzing survival data. For the simplest TREE PHYSIOLOGY ON-LINE at http://www.heronpublishing.com 264 BLACK ET AL. distribution, the Exponential, the risk (or hazard) is constant at all times. The Weibull and the Gamma distributions allow the risk to increase or decrease monotonically, the latter having a nonzero asymptotic limit. Both can be seen as generalizations of the exponential. The Lognormal has differing properties and its usefulness is based on the logarithms of survival times being normally distributed. (b) The cv is not affected by θ. It decreases as γ increases. (c) When γ = 1, the Weibull distribution is equivalent to the Exponential distribution. Gamma distribution f(t) = Exponential distribution f(t) = 1 t exp − , θ θ h (t) = has 1 t Γ(γ) θ 1 t θΓ (γ) θ γ ∑ h (t) = 1 1 , θ t θ −t 1 exp , θ θ γ−1 r−1 , / Γ(r) mean = θγ , SD = θγ1/2 , cv = γ− 1/2. mean = θ, SD = θ, cv = 1. Weibull distribution γ t γ−1 γ−1 f(t) = θθ γ t h (t) = θ θ γ γ γ−1 t t t 1 exp − = γ exp − , θ θ θ θ γ−1 (a) The hazard function increases from 0 to 1/θ as t increases from 0 if γ > 1. It decreases from infinity to 1/θ if γ < 1. (b) The cv is not affected by θ. It decreases as γ increases. (c) When γ = 1, the Gamma distribution is equivalent to the exponential distribution. Lognormal distribution When transformed to natural logarithms the distribution has mean = log e(θ). The hazard function, which involves the normal integral is not given. , mean = θΓ(γ−1 + 1 ), SD = θ(Γ(2γ + 1) − (Γ (γ + 1)) ) , γ 2 γ 2 mean = θ exp , SD = θ exp (exp (γ 2) − 1)1/2 , 2 2 cv = (Γ(2γ−1 + 1) − (Γ(γ−1 + 1 ))2)1/2 /Γ(γ−1 + 1), cv = (exp (γ 2) − 1)1/2. −1 −1 2 1⁄ 2 where Γ(γ− 1 + 1) denotes the gamma function. (a) The hazard function increases from 0 to infinity if γ > 1. It decreases from infinity to 0 if γ < 1. (a) The hazard function increases from θ to infinity as t increases from zero. (b) The cv is not affected by θ. It increases as γ increases. TREE PHYSIOLOGY VOLUME 18, 1998
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