Ecology, 85(5), 2004, pp. 1203–1216 q 2004 by the Ecological Society of America ORGANISMAL STOICHIOMETRY: QUANTIFYING NON-INDEPENDENCE AMONG FOOD COMPONENTS DAVID RAUBENHEIMER1,3 AND STEPHEN J. SIMPSON1,2 1Department of Zoology, University of Oxford, South Parks Road, Oxford OX1 3PS, UK University Museum of Natural History, University of Oxford, South Parks Road, Oxford OX1 3PS, UK 2 Abstract. Ecological stoichiometry represents an important innovation in ecological modeling, both in its recognition of the causal role of species-specific regulatory physiology in high-level ecological processes and in its adoption of multiple-substance models. In this paper we provide an overview of a geometrical approach for studying the exchange of nutrients between individual organisms and their environment that, although developed independently, shares much in common with ecological stoichiometry and might, we believe, contribute to its further development. In particular, the framework focuses on identifying food components that interact in their effects on organismal nutrition, and quantifying the consequences of these interactions for ingestive regulation, post-ingestive processing, and animal performance. We illustrate our approach using data for terrestrial herbivores (insects) and discuss the potential relevance of these data for models of ecological processes. Key words: ecological stoichiometry; locust feeding; macronutrient excess; nutrient balance; nutrient budgets. INTRODUCTION Manuscript received 26 April 2002; revised 4 June 2003; accepted 27 July 2003; final version received 27 August 2003. Corresponding Editor: R. M. Nisbet. For reprints of this Special Feature, see footnote 1, p. 1177. 3 Present address: School of Biological Sciences and Psychology Department, University of Auckland, Private Bag 92019, Auckland, New Zealand. E-mail: d.raubenheimer@ auckland.ac.nz inance over the past several decades in terrestrial foraging theory of behavioral ecology and its emphasis on normative models concerned with fitness outcomes for individual organisms (Stephens and Krebs 1986), in contrast with the more proximal, mass-balance considerations of energy and nutrient flow. Further, normative models of foraging have tended to assume as a proxy for fitness the gains achieved by animals of a single resource (usually energy or nitrogen), considering others only insofar as they impose constraints on the levels of these gains. In this they have mirrored conventional ecological models in their preoccupation with energy flow (Reiners 1986), and provided little incentive to measure nutritional processes in the broader context of multiple nutritional components. Since Koehl’s (1989:49) exhortation that more studies are done of terrestrial organisms that deal with ‘‘detailed questions of nutrition . . . .. rather than simple caloric intake,’’ several studies have demonstrated the importance of the interactions among different nutrient groups in influencing food selection and/or performance in terrestrial organisms (e.g., Waldbauer and Friedman 1991, Ackroff 1992, Dearing and Schall 1992, Uetz et al. 1992, de Vries and Schippers 1994, Joern and Behmer 1997, Eubanks and Denno 1999, Evans et al. 1999, Cook et al. 2000). The phenomenological and mechanistic details of these interactions have, by contrast, been systematically studied in very few organisms. In an attempt to better understand the interactive effects of food components on animals, we have over the past decade developed a geometrical framework (henceforth ‘‘GF’’) for conceptualizing in more than one dimension nutrient exchanges between organisms and their environment (Raubenheimer and Simpson 1203 Special Feature There is growing recognition that models of highlevel ecological processes, such as ecosystems, communities, and populations, may benefit from incorporating information about the behavior and physiology of individual organisms (e.g., Roughgarden et al. 1989, Hunter et al. 1992, Cappuccino and Price 1995, Jones and Lawton 1995, Sutherland 1996). In this regard, an important advance represented by ecological stoichiometry (henceforth ‘‘ES’’) is its overt recognition that the basic causal unit in ecological processes is speciesspecific regulatory physiology, in contrast with the coarser-grained trophic-level analyses. Added to this emphasis on the mechanisms of ecological processes, a second key innovation provided by ES is its replacement of the conventional univariate (mainly energy) models of ecosystem exchanges with a multivariate approach that recognizes several nutrient dimensions as well as energy (Reiners 1986, Sterner and Hessen 1994). The mechanistic, multidimensional approach of ES has been successfully applied to aquatic plankton communities (e.g., Sterner 1990, Makulla and Sommer 1993, Sterner and Hessen 1994, Hassett et al. 1997, Elser et al. 1998, Anderson and Pond 2000), but has received far less attention among terrestrial biologists (Elser 2000). This is partly a consequence of the dom- Special Feature 1204 DAVID RAUBENHEIMER AND STEPHEN J. SIMPSON 1993, 1994, 1997, 1998, 1999, Simpson and Raubenheimer 1993, 1995, 1996, 2000). Although independently derived, and developed primarily to explore within an evolutionary context the relationships between individuals and their environment rather than the high-level ecological consequences of this, GF has several key elements in common with ES. First, a keystone concept is the nutrient budget (Raubenheimer and Simpson 1994, 1995), which, like ES, applies the constraints of mass balance to understand the flow of matter and energy between organisms and their environment. Second, in common with ES our approach is concerned both with individual food components and the interactions that take place among these. Third, we emphasize the importance of mechanism as well as outcome (Simpson et al. 1995a, Simpson and Raubenheimer 2000), and in this find a close parallel with the emphasis in ES on individual-level regulation of ecological processes. Our approach differs from ES, however, in placing greater emphasis on the absolute amounts of nutrients consumed, retained, and excreted by animals, as opposed to their proportional concentrations in foods (supply ratios) and consumers (demand ratios). Here we present a selective review of GF. One aim in doing so is to suggest a formal means for studying the nutrient–organism interactions with which ES is concerned, particularly as regards the overall theme of this volume, the manner in which food components impose constraints on the mass-balance dynamics of other food components. We illustrate the approach using data on the relationships among intake, retention, and recycling of carbon- and nitrogen-based nutrients for two species of terrestrial herbivores, which we hope will complement the studies of mass-balance analyses of aquatic consumers presented elsewhere in this special feature (e.g., Anderson et al. 2004). Whereas ES has to date been concerned mainly with elements and micronutrients (Anderson and Pond 2000), our interest in the evolution of behavioral and physiological regulatory phenomena has led us to think primarily in terms of higher-level molecular complexes such as amino acids and carbohydrates, because it is most frequently to these that evolved regulatory mechanisms have access. GF is, however, equally applicable to elemental analyses, but we have chosen in the present paper to express our data in terms of macronutrients, thereby (together with Anderson et al. 2004) introducing another level of organization towards Elser et al.’s (2000) goal of a generalized ‘‘biological stoichiometry.’’ FROM NUTRIENT BUDGETS TO GEOMETRICAL ANALYSIS Quantitative investigations of the exchange of compounds between individual organisms and their environment involve, implicitly or explicitly, the derivation of nutrient (and/or energy) budgets. The use of these Ecology, Vol. 85, No. 5 is very widespread in the literature on the nutritional ecology of terrestrial organisms. Our geometrical framework (GF) is, at base, an elaboration of nutrient budgets; here we reflect briefly on the relationships between conventional nutrient budgets, GF, and ecological stoichiometry (ES). At their simplest, nutrient/energy budgets comprise an equation that relates intake to the post-ingestive fate of the ingesta, the latter usually partitioned into two or more compartments (Raubenheimer and Simpson 1995). The variables of interest in nutrient budgets might be either food as a whole (‘‘unitary budgets’’) or, more usefully, individual components of foods (‘‘discriminatory budgets’’). In common with ES, GF models unify unitary and discriminatory approaches, through representing foods by their nutrient composition. Also in common with ES, GF does so with reference to two or more nutrients simultaneously. A useful device for tracking multiple food components in this way is the ‘‘nutritional matrix,’’ in which relevant nutrients appear as row headings and compartments as column headings (Raubenheimer and Simpson 1995). In contrast with constructing an independent nutrient budget for each component, a nutritional matrix enables the interactions among food components (e.g., interconversions among nutrient groups) to be quantified. The quantitative study of nutrition is essentially concerned with the relationships among different compartments in nutrient budgets (for example, between ingested nutrient and that allocated to growth, nutrient absorbed vs. excreted, etc.). Most commonly, these are expressed in the form of ratio indices where quantities in one compartment (e.g., growth) are standardized for those in another (e.g., consumption) (Waldbauer 1968). A major problem with these indices is that they conceal (or distort) many of the interesting biological details that should be the goal of such studies (Raubenheimer and Simpson 1992, Raubenheimer 1995). As an alternative, GF uses graphical analysis to quantify the relationships among (1) different food components and (2) various budgetary compartments (intake, growth, excretion, etc.) (Raubenheimer and Simpson 1994, 1995). While ES does not use ratios to express relationships among budgetary compartments, the elemental composition of foods and consumers are expressed as proportions. This has some potential limitations, to which we will return in the final section. Nutrient budgets are most usually constructed as simple mass-balance equations, where intake is partitioned into ‘‘retained’’ (as growth, storage etc.) and ‘‘dissociated’’ (respired, lost in the feces, etc.) components. This approach finds a very close parallel in ES, which views the act of consumption as a ‘‘complex chemical reaction involving reactants (resources) and products (consumer biomass and wastes)’’ (Sterner 1995:241). GF, by contrast, emphasizes evolutionary considerations, and so attempts to partition intake into that which is ‘‘utilized’’ (for fitness gains) and that May 2004 STOICHIOMETRIC ECOLOGY BRIEF OVERVIEW OF THE GEOMETRICAL FRAMEWORK In our geometrical framework (GF) an organism’s nutritional relations are modeled as an n-dimensional nutrient space, where each dimension represents a nutrient. An animal’s current nutritional state with respect to the ingestion of relevant nutrients can be described as a point within the nutrient space, as can the state that would maximize fitness (this ideal state being termed the ‘‘intake target’’). Intake targets are not static but move with, inter alia, levels of activity, growth, and the reproductive status of an individual (Raubenheimer and Simpson 1997). Foods are represented as linear trajectories that pass from the origin through nutrient space at an angle determined by the balance of the nutrients they contain (‘‘nutritional rails’’). By eating, the animal changes its current nutritional state along a vector coincident with the rail representing the chosen food. One behavioral challenge for a consumer is to select a food whose rail passes through the intake target (i.e., a nutritionally balanced food), so enabling it to reduce to zero any discrepancy between current state and optimal state. A nutritionally imbalanced food, by contrast, does not enable the animal to satisfy its optimal requirements for all nutrients simultaneously, but forces it into a compromise between over-ingesting some nutrients and under-ingesting others. The animal can nonetheless benefit from a nutritionally imbalanced food by mixing its intake from this with a food containing a complementary imbalance of nutrients (i.e., one whose rail falls on the opposite side in nutrient space of the intake target). In this case, the excess nutrient ingested from the one food can be used to redress the deficits incurred on the other and vice versa. When neither nutritionally balanced nor complementary foods are available the animal cannot balance its nutrient intake, but can nonetheless utilize the imbalanced food by selectively excreting ingested excesses. However, if the degree of imbalance exceeds the capacity of the animal to void the excesses, then it is constrained to accept surpluses of some nutrients and/or deficits of others. The challenge in this case is to arrive at a balance between over- and under-ingestion that minimizes the costs of this predicament. To the extent that imbalanced foods are a feature of the nutritional environments of animals, it might be expected that the balance of excesses and deficits aimed at is a variable that is itself subject to natural selection and therefore deserves attention in attempts to understand the manner in which evolution shapes nutritional regulatory systems. GF thus provides a means of analyzing, and comparing among organisms, multi-factor metrics of nutrient requirements, of the relative values of foods in relation to these requirements, and of higher-order responses of animals when ecologically constrained from feeding on nutritionally optimal foods. In the sections that follow we present data illustrating the application of this approach. UNCONSTRAINED REGULATION: THE I NTAKE TARGET In common with ecological stoichiometry (ES), the geometrical framework (GF) places strong emphasis on active (homeostatic) regulation. A starting point is usually to establish in the relevant nutrient space the equilibrium point towards which the unconstrained regulatory mechanisms will tend, this providing an estimate of the position of the intake target. One way of identifying this point is to present to the animal two complementary foods from which it can self-compose the preferred diet. While suggestive, the outcome of such an experiment does not necessarily represent homeostatic regulation. For example, in a protein–carbohydrate nutrient space, if an animal distributed its feeding randomly between a food containing 14% protein 1 28% digestible carbohydrate (food 14:28) and Special Feature which is ingested in excess of requirements, and so ‘‘wasted’’ (Raubenheimer and Simpson 1994, 1995). This distinction between mass-balance and evolutionary categorizations in constructing nutrient budgets is not merely semantic, but draws on fundamentally different ways of viewing nutrition. Specifically, in mass-balance budgets it is usually straightforward to decide whether an ingested component belongs in the ‘‘retained’’ or the ‘‘dissociated’’ compartments. The evolutionary approach introduces an additional reference point that is needed to determine whether a given quantum of ingested nutrient is ‘‘utilized’’ (enhances fitness) or is excessive and thus costly—this being a measure of the animal’s optimal requirements for the nutrient in question. A central component of GF is thus the explicit consideration within a model of the nutritionally optimal state an animal can achieve with respect to one or more nutrients. In this, GF shares common ground with the normative models of behavioral ecology. It differs, however, in characterizing nutritional requirements as an optimum, which is a more general case than the usual practice in normative models where the ‘‘goal function’’ of animals is taken to be the maximization of intake of one component or another (subject to stipulated constraints imposed by, inter-alia, other food components) (Stephens and Krebs 1986). While maximization might well in some circumstances correspond with optimization, there are no a priori grounds for assuming that this should always (or even mostly) be the case. Indeed, there is strong evidence that within ecologically relevant ranges vertebrates and invertebrates alike regulate intake so as to avoid deficits and excesses of macronutrients (Raubenheimer and Simpson 1997), and that animals forced to do otherwise incur performance costs (S. J. Simpson, R. M. Sibly, K.-P. Lee, and D. Raubenheimer, unpublished manuscript; see also Fig. 2). 1205 Special Feature 1206 DAVID RAUBENHEIMER AND STEPHEN J. SIMPSON Ecology, Vol. 85, No. 5 FIG. 1. Two experiments demonstrating defense by Locusta migratoria of a point of food intake in a protein–carbohydrate nutrient space. In each case the open squares indicate the expected outcome if there were no homeostatic regulation. Error bars represent 6 1 SE around bivariate means. (a) Locusts given one of four food combinations (%protein : %carbohydrate 5 14:28 or 7:14 and 28:14 or 14:7) reached the same point in nutrient space by altering the relative amounts eaten of the two foods (data from Chambers et al. [1995]). (b) Locusts were provided with a single food containing a 1:1 mix of protein : carbohydrate, but diluted over a fivefold range using cellulose (foods were 7:7, 14:14, 21:21, 28:28, or 35:35 [%protein : %carbohydrate]). They adjusted the amounts of food eaten in order to achieve the same point of nutrient intake. (Data are from Raubenheimer and Simpson [1993].) a second food 28:14, it would on average end up midway between the rails representing the two foods, giving the false impression that it had regulated homeostatically. To definitively identify active regulation, animals are therefore challenged to ‘‘defend’’ the selected point (Simpson and Raubenheimer 1995). This is achieved by comparing the outcomes for two or more experimental groups of animals given different food treatments, so that failure to regulate would result in a different average intake point for each group. If, despite the different food treatments, all groups converge on a single point in nutrient space, this suggests that the animals altered their feeding behavior in order to defend a nutritional outcome—i.e., that active regulation occurred. Results of such an experiment are presented in Fig. 1a. Here four groups of 10 African migratory locusts (Locusta migratoria) were each given a pair of protein : carbohydrate complementary foods over the first five days of the fifth larval stadium. One, the other, both, or neither of the foods in each pairing was diluted by 50% using indigestible cellulose. The squares represent the outcome for each group if there was no homeostatic regulation. That all groups ended up at statistically the same point indicates that this point is the target of the regulatory mechanisms, providing strong evidence that the selected ratio represents a balanced diet with respect to these nutrients (see also discussion of performance consequences, below). Fig. 1b demonstrates another context in which locusts defend a point in pro- tein–carbohydrate nutrient space. Each group of insects was given a single food containing a near-balanced proportion of protein and carbohydrate, but diluted over a fivefold range. That all groups reached statistically the same point in the nutrient space again demonstrates defense of that point. In this case, the strength of homeostatic regulation is vividly illustrated by the fact that in order to converge in this way, animals given food 7:7 ingested five times as much food as those given food 35:35. Other illustrations of target defense include regulation in the face of different frequencies (Behmer et al. 2001) or spacing (Behmer et al. 2003) of complementary foods in the environment, as well as compensation for a prior period of nutritional imbalance (D. Raubenheimer and S. A. Jones, unpublished manuscript). Experiments such as these provide a quantitative description of regulatory targets in animal nutrition. From an evolutionary viewpoint, these descriptions give rise to interesting questions about the functional significance of the selected point: Why should locusts work so hard (e.g., increase fivefold the volume of food processed) to defend a particular point in nutrient space, rather than some other point to which they also had access? Such questions can be addressed by comparing the performance of animals allowed to reach the preferred point with those given foods or food combinations that confine them to other areas in the nutrient space. Fig. 2, for example, compares survival, development rate, and resistance to starvation of locusts al- May 2004 STOICHIOMETRIC ECOLOGY 1207 CONSTRAINED REGULATION: BALANCING NUTRITIONAL EXCESSES AND DEFICITS FIG. 2. Relationship between performance and the protein : carbohydrate ratio of synthetic foods (food rail) fed to Locusta migratoria throughout the fifth larval stadium. The solid vertical line represents the self-selected diet, and the dashed horizontal line the value for performance measures achieved by animals on that diet. (a) The proportion of locusts surviving through the stadium. (b) The rate of development from the beginning of the fifth stadium to the subsequent molt (i.e., into adults). (c) The time to death by starvation for adults that had been raised on one of the experimental foods and then deprived of food from the molt into adulthood. (Modified from Raubenheimer and Simpson [1997].) lowed to select an intake point with those confined to nutritionally imbalanced foods. Survival was low on excess-protein foods, peaked at the target food, then decreased as carbohydrates became excessive. Interestingly, development rate was highest on excess-protein foods, and decreased with increasing carbohydrate, suggesting that the self-selecting animals could have achieved more rapid development had they composed a diet richer in protein. A probable reason that they did not is that faster development would come at the cost of increased mortality (Fig. 2a) and decreased resistance to starvation (Fig. 2c). FIG. 3. Intake arrays for the first three days of the fifth larval stadium of Locusta migratoria and Schistocerca gregaria. Dashed lines radiating from the origin are food rails, depicting the protein : carbohydrate ratio of the foods. Data are means 6 1 SE. The two points with bi-directional error bars represent the self-selected intake point of animals given complementary foods of 7:35 and 35:7 (%protein : %carbohydrate). Error bars for animals given a single food type are not bidirectional, as these were constrained to vary along the food rails. (Modified from Raubenheimer and Simpson [2003].) Special Feature As illustrated above, locusts show an impressive capacity to regulate intake so as to achieve an adaptive nutritional outcome when feeding on nutritionally balanced (Fig. 1b) or complementary (Fig. 1a) foods. Knowing the position of this target point provides a basis for making predictions about consumption in ecological circumstances where balanced and/or complementary foods are available, but suggests little about how a consumer will behave where there is a mismatch between the composition of available foods and intake requirements. The intake target is not accessible to an animal in this predicament, and its regulatory challenge is to achieve a balance of nutritional excesses and deficits that maximizes the fitness gains from available foods. In this and the following section we illustrate how the geometrical framework (GF) explores this aspect of homeostatic regulation, a subject that has hitherto received very little empirical or theoretical attention. Fig. 3 shows the outcome of an experiment in which two species of locusts were provided over the first three days of the fifth larval stadium either with complementary foods (and so able to compose a balanced diet) or one of a range of foods imbalanced with respect to protein and carbohydrate (Raubenheimer and Simpson Special Feature 1208 DAVID RAUBENHEIMER AND STEPHEN J. SIMPSON 2003). The one species (Locusta migratoria) is a grassfeeding specialist, and the other (Schistocerca gregaria) a generalist that feeds on both grasses and forbs. The position of the intake targets for the two species was statistically indistinguishable, but the shapes of the intake arrays on imbalanced foods differed, with that for the grass specialist being more arc shaped and the generalist more linear. These data show that although the two species of locusts have similar intake requirements over the measurement period, they responded differently to the excesses and deficits of nutrients (i.e., nutritional ‘‘errors’’) incurred when confined to imbalanced foods. Specifically, on the excess-protein foods the generalist ingested a greater surplus of protein (relative to the intake target) compared with the grass-feeding species. An interesting possibility is that the tendency of generalist feeders to ingest greater excesses of surplus nutrient compared with specialists is more widespread. One reason for expecting so is that their broader host range compared with specialists means that there is a relatively higher probability that a generalist who has ingested an excess of a nutrient will subsequently encounter a complementary food, so enabling it to redress the imbalance (Raubenheimer and Simpson 1999, 2003, Simpson et al. 2002). This would render useable the initial excess, and also supplement the deficient nutrient in the second food. Ideally, this hypothesis would be tested in a formal comparative analysis (Harvey and Pagel 1991), seeking statistical association between generalist vs. specialist feeding and linear vs. arc-shaped intake arrays. Unfortunately relevant data have not been collected for nearly enough species to perform such an analysis. Nonetheless, a recent comparison of a generalist- and a specialist-feeding species of caterpillar yielded the same outcome as observed in the two species of locusts (Lee et al. 2002, 2003). We have also tested this in another context, by capitalizing on an interesting peculiarity of locust biology. If S. gregaria is reared at high population densities they develop into form gregaria, which are generalist feeders (and from which the data in Fig. 3 were collected). By contrast, those reared at low population densities have a very different developmental trajectory, producing locusts that are less mobile and so likely in the field to encounter a narrower range of host plants (Simpson et al. 1999). This provides a comparison of two groups that are genetically the same, but differ in the likelihood of encountering a broad range of plants upon which to feed. As predicted, the specialist-feeding solitarious form produced an arc-shaped intake array, compared with the more-linear array of the generalist morph (Simpson et al. 2002). FILTERING NUTRIENT GAINS: SELECTIVE RETENTION OF INGESTA The foregoing demonstrates that locusts are not passive recipients of nutrient supply ratios, but active par- Ecology, Vol. 85, No. 5 ticipants in minimizing the discrepancy between the composition of available foods in the environment and preferred intake. Ingestive gains are, however, not an end in their own right, but a means of satisfying the tissue-level demands for growth, energy metabolism, reproduction, etc. In the present context there are two potentially important implications of this distinction between ingestive requirements and tissue-level demand. First, limitations on the maximum efficiency of nutrient processing might impose the requirement on animals that they ingest more of a nutrient than is required by the tissues; ultimately, the ingested excess will appear as recycled nutrient in the environment (see also Anderson et al. 2004). Second, where the nutrient content of available foods is not optimal, the physiological processes intervening between intake and allocation of nutrients to the tissues (digestion, absorption, excretion, etc.) provide a second node of control, which supplements the role of ingestive regulation in minimizing the discrepancy between nutrient supply ratios and tissue-level demand. These variables, maximal processing efficiency and regulated processing efficiency, are both key individual-level parameters that influence the quantitative dynamics of element flow through ecosystems. In this section we present some data illustrating how they have been investigated within our system. By representing together with intake in a single plot the various post-ingestive compartments to which ingested nutrients are allocated, direct links can be made between such interrelated components as optimal intake, realized intake, tissue-level demands, and nutrient excretion. In Fig. 4, for example, growth derived from protein and carbohydrate is plotted together with intake across the fifth stadium for Locusta migratoria given either complementary foods or 1 of 19 foods differing in the protein : carbohydrate balance. The arc-shaped array seen for this species over the first three days of the fifth stadium (Fig. 3) is still visible for the more central foods, but intake points on the more-extreme foods have moved out of the arc as a consequence of the animals on these foods having extended stadium duration and so continuing to feed for several days longer than those on more-balanced foods (Raubenheimer and Simpson 1993). The intake and growth points achieved by locusts that were allowed to compose their own, balanced diet (represented in the figure by squares with standard errors) provide estimates of the targets for intake and growth, respectively. A notable aspect of these data is the extent to which growth points of animals fed imbalanced foods clustered tightly around the growth target (excepting the extreme imbalanced foods, which are further discussed below), despite the wide range of nutrient intakes. This demonstrates that these animals have a well-developed capacity to eliminate excess ingested nutrient. Gravimetric and physiological studies have established that for proteins this is achieved by de-amination of amino May 2004 STOICHIOMETRIC ECOLOGY acids and excretion in the feces of the nitrogen residues (Zanotto et al. 1993), while excess carbohydrates are metabolized and the carbon skeletons voided as carbon dioxide in respiration (Zanotto et al. 1997). The parameters of such post-ingestive regulation can be investigated directly using bivariate plots relating the intake of a nutrient to the quantity excreted (Raubenheimer and Simpson 1994). Fig. 5, for example, shows this relationship for nitrogen in the experiment with Locusta. Also represented is the N-coordinate of the intake target (i.e., the amount ingested by animals given free reign to compose a diet of their choice). There are two clear phases in the relationship, with the transition point coinciding with the target level of intake: at sub-target intakes the retention efficiency was high, but incomplete (slope 5 0.46, 95% CI: 0.25– 0.69), while any excess ingested over and above the target level was excreted with near 100% efficiency (slope 5 0.92, 95% CI: 0.86–0.98). In Fig. 4, the effectiveness of this regulation can be seen in the extent to which the growth points aligned on the x-axis. By comparison with nitrogen, body composition was more sensitive to excesses and deficits of carbohydrate in the diet, as can be seen by the spread of growth points along the y-axis of Fig. 4. Assuming that this represents a limitation in the physiological regulatory capability of the specialist-feeding L. migratoria, we postulated that generalist feeders, which have an evolutionary history of dealing with heterogeneous foods, might more effectively maintain body composition in these circumstances. To test this we performed a separate experiment in which the body composition of L. migratoria was compared with the generalist Schistocerca gregaria across a range of foods differing in protein : carbohydrate balance (Raubenheimer and Simpson 2003). Results were as predicted, with the generalist maintaining body composition more effectively in the face of nutritional imbalance than the grass specialist (Fig. 6). On excess-carbohydrate foods, both species accumulated high levels of body lipids, but on carbohydrate-deficient foods the generalist maintained body composition much more effectively than did the grass specialist. Data for the most extreme food (42:0) suggest that this was achieved by extracting carbon from excess ingested protein, since animals fed this food had no dietary source of carbohydrate and only trace levels of essential fatty acids, and yet maintained body lipid content. This comparison provides an interesting link with the difference in the shapes of the intake arrays for the two species (Fig. 3). Above we suggested an ecological explanation for this difference: generalists are more likely than specialists to encounter complementary foods that redress any imbalance in current nutritional state. The ability of the generalist S. gregaria to channel excess ingested amino acids into carbohydrate metabolism provides an additional, physiological, explanation. By de-aminating the excess of these molecules, FIG. 5. Relationship between N ingested and N excreted by locusts fed one of a range of foods differing in the ratio by protein : digestible carbohydrate. Data for animals allowed to self-select their diet are presented as an open square. Separate lines are fitted using least-squares regression separately for intakes less than and greater than the self-selected value. Special Feature FIG. 4. Intake and growth points across the fifth stadium of Locusta migratoria fed one of a range of foods differing in the protein : digestible-carbohydrate ratio. Open squares with bi-directional error bars represent intake and growth (mean 6 1 SE) for locusts allowed to self-select a diet from foods at 35:7 and 7:35 (%protein : %carbohydrate). Three groups of animals that differed in their growth response (a central cluster of points, and unusually high and unusually low carbohydrate-derived growth) are matched to intake points using solid ovals, open triangles, and open inverted triangles, respectively. (Data are from Raubenheimer and Simpson [1993].) 1209 DAVID RAUBENHEIMER AND STEPHEN J. SIMPSON 1210 Ecology, Vol. 85, No. 5 Special Feature HIGHER-LEVEL TROPHIC INTERACTIONS FIG. 6. Lipid content (means and 1 SE ) of the carcasses of Locusta migratoria and Schistocerca gregaria fed one of a range of foods differing in the ratio of protein : digestible carbohydrate, or allowed to self-select a diet from foods 7:35 and 35:7 (Target). Data are from Raubenheimer and Simpson (2003). the animals reduce the surplus in the blood and at the same time produce carbon residues that ameliorate the deficit of carbohydrate incurred by feeding on imbalanced foods (Raubenheimer and Simpson 2003). INTERACTIONS WITH NON-NUTRIENTS The geometrical framework (GF) has been used not only to study interactive effects of nutrients on animals, but also other compounds that are known to exert a strong influence on food ingestion and utilization, including plant-produced allelochemicals. These non-nutrient substances are relevant to an important distinction in trophic ecology—that between resource abundance and resource availability (Schultz 1992). The failure to make this distinction between ‘‘apparent’’ and ‘‘available’’ resources has, according to Schultz (1992:175), ‘‘handicapped the development of powerful generalizations in population biology and community ecology for a long time.’’ Effects of allelochemicals on resource availability may, however, be complex. We have found, for example, that the levels per se of allelochemicals in foods may have relatively little bearing on the foods’ ‘‘availability’’ to locusts, since the effects of allelochemicals on ingestion and utilization can be strongly dependent on the balance of macronutrients in the foods (Raubenheimer 1992, Simpson and Raubenheimer 2001a, Behmer et al. 2002). Similarly, indigestible bulk in the foods of caterpillars has been found to exert complex effects on nutrient utilization, by interfering with post-ingestive processes (Lee et al. 2003). The data we have presented here are for primary consumers. Our geometrical framework (GF) can, however, equally be used to investigate nutritional interactions across higher trophic levels—in which case the body composition of herbivores is expressed as food rails, and carnivores are the focus of nutritional experiments. While relevant experiments on carnivores are presently underway, existing data do allow us to model the nutritional environment in which a carnivore feeding exclusively on the locusts in our experiment would exist. Fig. 7 shows a range of nutritional rails representing the composition of synthetic foods fed to Locusta migratoria and Schistocerca gregaria through the fifth larval stadium, and the carcass composition of animals reared on these foods. This is a remarkably wide range of body compositions, considering that it encompasses only a single life stage in only two insect species. Furthermore, it probably underrepresents the range of carcass compositions that would be available to a predator, because the y-axis of the second plot is expressed as milligrams of lipid (which is both the main form of energy storage by insects, and also the primary energy nutrient of insect predators), and, per unit of mass lipids are approximately twice as energy rich as carbohydrates. Expressing both locust foods and carcass compositions as a relationship between protein and the caloric content of carbohydrates and lipid would increase the spread of the rails in the second plot relative to the first. Although similar data for field-collected prey species are needed, these results suggest the possibility that it is not only herbivores that face the problem of obtaining a balanced intake of nutrients from chemically diverse foods (Chivers and Langer 1994), and possibly explain reports of carnivores performing better on mixed diets (Krebs and Avery 1984, Uetz et al. 1992) and possessing the ability to select a nutritionally balanced diet (Greenstone 1979). Such data are potentially relevant to an interesting anomaly in terrestrial ecological research. Experimentally altering the nutritional status of plants using, for example, fertilizers often results in altered performance of individual insect herbivores. Effects on herbivore populations are, however, much more varied, and sometimes even go in the opposite direction to what would be expected given the individual-level effects (Kytö et al. 1996). Our data suggest that in addition to influencing herbivore performance (Fig. 2), altering the composition of their foods can affect their body composition. If this in turn had an impact on the performance of their predators, then any bottom-up effect due to altered herbivore nutrition could be counterbalanced, or even outweighed, by top-down effects resulting from altered carnivore nutrition. A decrease in plant nitrogen, for example, might impair the performance of individual herbivores, but also reduce the STOICHIOMETRIC ECOLOGY May 2004 1211 nutritional quality of their carcasses for carnivores and hence reduce predator populations. AMOUNTS AND PROPORTIONS—COMPARISON MODELS OF As discussed in the Introduction, ecological stoichiometry (ES) and the geometrical-framework (GF) share much in common. They differ, however, in some important respects. In ES, foods and consumers alike are represented primarily by their proportional composition of two elements (the demand and supply ratios) and the discrepancy between these provides the basis for identifying limiting elements and predicting recycling rates. In GF, foods are also represented as proportions (the slope of nutritional rails), and body composition can be similarly represented (e.g., Fig. 7). However, GF also explicitly includes representation of the animal consuming a food (moving along a nutritional rail), and in so doing it shifts from a proportion (food composition) to amounts of the various nutrients consumed. In addition, the optimal requirement of the animal (the intake target) is included as a moving point, which is likewise a bivariate amount. The relationship between ingested amounts and required amounts is the key variable in GF, which provides a powerful predictive basis for the animal’s behavioral and physiological responses. In Fig. 8a, for example, a hypothetical situation is modeled in which an animal has access to a nutrition- ally balanced food, i.e., one whose rail passes through its carbon–phosphorus (C and P, respectively) intake target. We would predict that, all else being equal, the animal would select the food and feed until it reached the target (point T), hence incurring neither a deficit nor a surplus of either element. However, if it was only able to reach point A (e.g., if the food was in short supply), then it would suffer a P deficit of A P2 and a C deficit of AC2. In contrast, if it increased its consumption beyond the target level to point B, then it would suffer a carbon excess of BC1 and simultaneously a phosphorus surplus of BP1. We would predict higher rates of P and C recycling at point B, compared with points A and T. Although in most circumstances it seems unrealistic to postulate that an animal would voluntarily exceed its optimal intake of both nutrients (as at point B in Fig. 8a), GF enables us to identify circumstances where this might be expected. For example, if a third substance, say nitrogen (N), was present in the food at suboptimal levels in relation to the other two, then regulation for the limiting element might cause the animal to over-ingest the other two—in much the same manner that locusts in our experiments over-ingested carbohydrate in N-deficient foods (Fig. 3). This could be shown schematically in a three-dimensional P–C– N plot, or as a series of three two-dimensional plots (P vs. C, P vs. N, N vs. C). Alternatively, where two nutrients are present in a food in balanced proportions, Special Feature FIG. 7. Comparison of nutritional rails representing (a) the proportional composition of locust synthetic foods and (b) the carcass composition of Locusta migratoria and Schistocerca gregaria locusts reared through the fifth larval stadium on these foods. The y-axis variables differ for the two plots, because the primary dietary energy source for locusts is carbohydrates (hence the y variables in panel a) while the energy storage product (and also the primary energy nutrient for many predators) is lipid (b). In (a) the heavy solid line represents the composition of the self-selected diet for L. migratoria, while the dashed line represents that for S. gregaria. In (b) the body compositions of L. migratoria and S. gregaria that self-selected their diets are represented by the heavy solid and dashed lines, respectively. In (a) the thin solid lines represent the composition of the nutritionally imbalanced food fed to both L. migratoria and S. gregaria, while in (b) the thin solid and dotted lines represent the carcass compositions of L. migratoria and S. gregaria, respectively, fed these foods. Special Feature 1212 DAVID RAUBENHEIMER AND STEPHEN J. SIMPSON Ecology, Vol. 85, No. 5 FIG. 8. Hypothetical nutrient spaces including intake target (T), food rails, and realized ingestion (points A and B) of nutrients by animals feeding on these foods. Nutrients (C, N, and P) are set as subscripts on points A and B, with ‘‘1’’ indicating excess consumption beyond the target level and ‘‘2’’ indicating a deficit. For further explanation see Amounts and proportions—comparison of models. they effectively constitute a single resource, since once the animal has eaten enough of one so too has it eaten enough of the other (Raubenheimer and Simpson 1999). In this case, the three-dimensional relationship can be viewed in two dimensions, as a plot of P 1 C vs. N (Fig. 8b). The figure shows that the food contains excess P 1 C relative to N, and so its rail passes to the left of the (P 1 C; N) intake target. If the animal fed to point B, it would have a smaller N deficit (BN2) relative to point A, but in so doing it would have ingested an excess of P 1 C (BPC1). Note that the predictions derived from a simple comparison of demand and supply ratios need not necessarily accord with predictions based on analysis of amounts ingested. In Fig. 8a, for example, points A and B represent the same demand ratio–supply ratio relationship, so a comparison on this basis would not distinguish between them; by contrast, as stated above, GF predicts different recycling rates at the two points. Conversely, there are instances where a comparison of demand and supply ratios might predict different degrees of recycling (different demand ratio–supply ratio relationships), but GF would predict similar outcomes. In Fig. 8c, for instance, point A is reached by feeding on an optimal food where P/C supply ratio ø demand ratio, and point B is reached by feeding on an imbalanced food where P/C supply ratio k demand ratio. Here a comparison of demand and supply ratios would predict greater recycling of P on the imbalanced food, which contains a surplus of this element (although see Boersma and Kreutzer [2002] for a discussion of the complexities involved in this situation). However, this is only a ‘‘surplus’’ in relation to the proportional balance of the optimal food, not in relation to the amounts of the nutrients actually eaten. Consideration of amounts eaten would lead to a different expectation: there would be minimal recycling of both nutrients at points A and B, because at neither point would the animals have reached the required intake for the respective nutrients (AC2, AP2, BC2 and BP2 are all ,0). DISCUSSION Models of complex phenomena such as organisms and ecosystems necessarily entail simplifications. A common simplification in ecosystem analysis is to consider organisms to comprise a single substance such as biomass or energy (Sterner 1995), and in behavioral ecology the equivalent simplification is that patterns of behavior and physiology can be understood primarily with reference to a single resource. Although such single-substance simplifications are in some contexts useful, they are not warranted when the details of the composition of animals and their foods affect how they locate, ingest, and process foods (Sterner 1995). In this case models of multiple substances are preferable, such as those developed in ES (ecological stoichiometry) and GF. One motivation in the development of GF has been to determine the extent to which multiple resources influence the nutritional biology and life histories of consumers, and to explore the parameters of such effects. Data presented in this paper demonstrate that for May 2004 STOICHIOMETRIC ECOLOGY portant topic in their own right, and one of considerable relevance to models of elemental flow through ecosystems. In addition to differences in utilization efficiencies, the two species of locusts differed in their ingestive responses to nutritional imbalance, with the generalist ingesting a larger surplus (relative to the intake target) of protein than the specialist (Fig. 3). Other studies indicate that this association between the levels of nutrient over-ingestion on imbalanced foods and breadth of host range might be more general (Raubenheimer and Simpson 2003), a prediction that accords with Chapin’s (1980) hypothesis that plasticity in nutrient use is itself a trait that is selected for or against in different ecological circumstances. Whether or not this particular instance stands up to further testing, it is nonetheless relevant to ES that important parameters of nutrient regulation might be predictable for groups of species belonging to different ecological guilds, such as generalists vs. specialists. It would add resolution to existing generalizations, including the related observation that autotrophs tend to be more plastic in their biochemical and elemental composition than are heterotrophs (Sterner and Hessen 1994). One consequence of using as a starting point in our models the optimal requirements for nutrients (the intake target) is that we can objectively distinguish the regulatory responses of animals when ingesting excesses, optimal amounts, and deficits of the various nutrients. Fig. 5, for example, clearly distinguished three phases of nitrogen regulation by L. migratoria. Where intake exceeded requirements, excretion of the excess occurred with near-complete efficiency, with the consequence that body N remained relatively constant across a wide range of food compositions (Fig. 4). While this accords with the general assumption in ES that animals recycle ingested excesses into the environment, the same was not true for ingested excesses of carbohydrate, which was stored in the body as fat (Fig. 6). Interestingly, even at the target level of protein ingestion the utilization efficiency of N was ,100%, indicating that these animals ingest N at levels in excess of their immediate requirements. At sub-target intakes, although efficiency was generally higher than that beyond the target level, there was nonetheless a loss of N in the feces, suggesting some constraint on the efficiency with which N can be retained. This has implications for structuring ES models, which generally assume that limiting elemental nutrients can be used with a maximum growth efficiency of 1.0 (Olsen et al. 1986, Anderson 1992, Anderson et al. 2004). Unlike ES where elements are usually the focus, throughout this paper we have expressed intake in terms of the macronutrients protein and carbohydrates. The emphasis on these molecular complexes makes sense where the primary aim of a study is to investigate the mechanistic and evolutionary basis of the association between foods and consumers, since it is to these Special Feature two species of locusts the macronutrients protein and digestible carbohydrates exert a strong interactive influence on the ingestive behavior, nutrient processing, body composition, and the demographic variables survival, development rate and starvation resistance—to the extent that the observed effects could not be explained by the levels in the foods of one or other of the macronutrients, but only by the levels of both. There are comparable data for other organisms including insects (Simpson et al. 1995b, Jones and Raubenheimer 2001; D. Raubenheimer and S. A. Jones, unpublished manuscript), fish (Simpson and Raubenheimer 2001b), birds (Raubenheimer and Simpson 1997), rats (Simpson and Raubenheimer 1997), and humans (Simpson et al. 2003). Further, a large number of studies representing diverse taxa have demonstrated in other contexts that food selection and/or performance are influenced by the interactions among different nutrient groups (Greenstone 1979, Krebs and Avery 1984, Bjorndal 1991, Waldbauer and Friedman 1991, Ackroff 1992, Dearing and Schall 1992, Gallego et al. 1993, Uetz et al. 1992, de Vries and Schippers 1994, Bowen et al. 1995, Eubanks and Denno 1999, Evans et al. 1999, Cook et al. 2000). Together these observations suggest that such interactions are widespread, if not ubiquitous, and must surely vindicate ecological models that consider multiple substances, and call into question the generality of single-substance models. The patterns of interrelationships we have observed between proteins and carbohydrates have a bearing on two phenomena central to ES: the regulation of rates of elemental transfer within ecosystems, and the constraints on the composition of organisms (Sterner 1995). As a first example, the protein : carbohydrate ratio of the foods of Locusta migratoria markedly influenced their development rate and mortality (Fig. 2), both of which strongly influence population dynamics (Stearns 1992) and hence the rates of flow of materials through ecosystems (Schachak and Jones 1995). Second, the nutrient balance of their foods also influenced the body composition both of L. migratoria and Schistocerca gregaria (Fig. 7), despite counterbalancing homeostatic responses in intake and utilization efficiencies. The data also demonstrate that the parameters of the influence of foods on body composition might differ even between species that are taxonomically closely related, since the generalist feeding S. gregaria was better able to maintain body composition in the face of nutritional imbalance than the grass specialist L. migratoria (Fig. 6). Such variation in the carcass composition of primary consumers suggests that predators, like herbivores, might encounter appreciable variance in the composition of their foods (Fig. 7). The spread in herbivorecarcass compositions was nonetheless compressed relative to their foods, as a consequence of the homeostatic responses of the animals. The parameters of such ‘‘damping’’ across successive trophic levels are an im- 1213 Special Feature 1214 DAVID RAUBENHEIMER AND STEPHEN J. SIMPSON or their immediate components (e.g., amino acids) that the sensory systems of heterotrophs usually have access, rather than directly to carbon or nitrogen. This is not always the case, however: some nutrients, notably minerals, are tasted in elemental form (Schulkin 1991), in which case we express the data accordingly (Trumper and Simpson 1993). This general issue of the units and scaling of axes in geometrical plots of nutrition is not arbitrary, and can be decided using objective tests of which molecular complexes are most directly of physiological relevance to animals (Simpson and Raubenheimer 1993, 1995). There is, similarly, flexibility in the units in which post-ingestive processes are investigated. Locusts, for example, do not excrete protein and excrete only very low levels of amino acids, their major nitrogenous excretory product being uric acid (Zanotto et al. 1993). For this reason the y-axis of Fig. 5 is expressed as units of nitrogen, and, to make the measures readily comparable, intake is expressed in the same units. Similar considerations arise in ES. Here the emphasis on elements is convenient because they provide a common currency for expressing the flow of matter across organisms with diverse physiological and behavioral characteristics. However, exceptions are to be found where molecular complexes have proved more appropriate, as is the case when the limiting factor in the flow of matter in ecosystems is fatty acids rather than carbon (Anderson and Pond 2000, Muller-Nevara et al. 2000); further cases are given by Anderson et al. (2004). In conclusion, there are similarities and differences in the aims and structure of GF and ES models. Both stress the importance of interactions among multiple substances, and also of accessing underlying mechanistic details in exploring higher-level phenomena. They differ, however, in emphasizing different scales and, consequently, different levels of biological resolution. ES is motivated primarily by considerations of high-level ecosystem processes, for which the homeostatic responses of organisms provide the underlying mechanisms. These homeostatic responses are the primary target of GF. 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