Research methods in ecology

by Frederic E. Clements

Although habitats differ more or less with respect to all their factors, the study of polydemics needs to take into account only the direct factors, water-content, humidity, and light. Humidity as a highly variable factor plays a secondary part, and in consequence the search for ecads may be entirely confined to those habitats that show efficient differences in the amount of water-content or of light. Temperature, wind, etc., do not produce ecads, and may be ignored, except in so far as they affect the direct factors. Complexes of factors, such as altitude, slope, and exposure, are likewise effective only through the action of the component simple factors upon water and light. The influence of biotic factors is so remote as to be negligible, especially in view of the fact that ecads are necessarily favorable adaptations, and are in consequence little subject to selective agencies. The essential test of a habitat is the production of a distinguishable ecad, but a knowledge of the water-content and light values of the habitats under examination is a material aid, since a minute search of each formation is necessary to reveal all the ecads. It is evident that habitats or areas that do not show efficient differences of water or light will contain no ecads of their common species, and also that extreme differences in the amount of either of these two factors will preclude origin by adaptation to a large degree, on account of the need for profound readjustment. The general rule followed by most polydemics is that sun species will give rise to shade forms, and vice versa, and that xerophytes will produce forms of hydrophytic tendency, or the converse, when the areas concerned are not too remote, and the water or light differences are efficient, but not inhibitive. Some species are capable of developing naturally two series of ecads, one in response to light, the other to water-content, but they, unfortunately, have been found to be rare. Greatly diversified regions, such as the Rocky mountains, in which alternation is a peculiarly striking feature of the vegetation, are especially favorable to the production of ecads, and hence for the study of natural experiments in origin by adaptation.

189. Determination of factors. For the critical investigation of the origin of new forms, an exact knowledge of the factors of the habitat, both physical and biotic, is imperative. In the case of variable species, these factors determine what variations are of advantage, and thereby the direction in which the species can develop. They are the agents of selection. With mutants, the factors of the habitat are apparently neither causative nor selective, though it seems probable that further study of mutants will show an essential connection between mutant and factor. In any event, the persistence of a mutant in nature, and its corresponding ability to initiate new lines of development, is as much dependent upon the selection exerted by physical and biotic factors as is the origin of variants. Physical factors are causative agents in the production of ecads, as has been shown at length elsewhere. The form and structure of the ecad are the ultimate responses to the stimuli of light or water-content, and the quantitative determination of the latter is accordingly of the most fundamental importance. The measurement of factors has been treated so fully in the preceding chapters that it is only necessary to point out that the thorough investigation of habitats by instruments is as indispensable for the study of experimental evolution as for that of the development and structure of the formation. Furthermore, it is evident that a knowledge of physical factors is as imperative for habitat and control cultures as for the method of natural experiment. In the latter, however, the biotic factors demand unusual attention, since pollination, isolation, etc., are often decisive factors in origin by variation and in the persistence of mutants.

Measurements of adjustment, i. e., functional response to the direct factor concerned, are extremely valuable, but not altogether indispensable to research in experimental evolution. This is due to the fact that a knowledge of adjustment is important in tracing the origin of new forms only when adjustment is followed by adaptation, and in all such cases the ratio between the two processes seems to be more or less constant. In the present rudimentary development of the subject, however, it is very desirable to make use of all methods of measuring functional responses to water and light that are practicable in the field. Certain methods that are difficult of application in nature may be used to advantage in control cultures, and the results thus secured can be used to interpret those obtained from natural experiments and field cultures.

190. Method of record. As suggested elsewhere, there are four important kinds of records, which should be made for natural experiments, and likewise for habitat and control cultures. These are exsiccati, photographs, biometrical formulae and curves, and histological sections. These serve not merely as records of what has taken place, but they also make it possible to trace the course of evolution through a long period with an accuracy otherwise impossible, and even to foreshadow the changes which will occur in the future. The possibility of doing this depends primarily upon the completeness of the record, and for this reason the four methods indicated should be used conjointly. In the case of ecads and mutants, exsiccati, photographs, and sections are the most valuable, and in the majority of cases are sufficient, since both ecads and mutants bear a more distinctive impress than variants do. On the other hand, since variations are more minute, the determination of the mean and extreme of variation by biometrical methods is almost a prerequisite to the use of the other three methods, which must necessarily be applied to representative individuals.

Exsiccati and photographs are made in the usual way for plants, but it is an advantage to photograph each ancestral form alongside of its proper ecads, mutants, or variants, in addition to making detail pictures of each form and of the organs which show modification. In the collection of material for histological sections, which deal primarily with the leaf or with stems in the case of plants with reduced leaves, a few simple precautions have been found necessary. Whenever possible, material should be killed where it is collected, since in this way the chloroplasts are fixed in their normal position. In case leaves that can not be replaced easily have become wilted, an immersion of 5–6 hours in water will make it possible to kill them without shrinkage. In selecting leaves, great pains must be taken to collect only mature leaves. When the plants have a basal rosette, or distinct radical leaves, mature leaves are taken from both stem and base. In all cases where the two surfaces of the leaf can not be readily distinguished, the upper one is clearly marked.

METHOD OF HABITAT CULTURES

191. Scope and advantages. By means of experiments actually made in the field, practically every species that is capable of modification can be made to produce new forms, the origin of which can be traced in the manner already indicated. Field experiments of this sort are especially favorable to the production of ecads from adaptable species. No attempt has yet been made to apply it to mutable or variable species, but its ultimate application to these does not seem at all impossible. The chief advantage of the method of habitat cultures is seen in the great range of choice in selecting the plant for experiment, and the habitat or area in which the experiment is carried out. A polydemic species which already has one or more ecads can be extended to a number of different habitats of known value, and a complete series of ecads obtained, based either upon water-content, or light, or upon both. On the other hand, an endemic species, or one brought from a remote flora, can be placed in as many habitats as desired, and the appearance of ecads followed in each. Frequently, results of much value are obtained in a diversified habitat by growing its most plastic species in those areas which show the greatest differences in water-content or light intensity. Habitat cultures give results which are practically as perfect as those obtained from natural experiments, since the course of adaptation in no wise depends upon whether the agent by which the seed or propagule is carried into the new habitat is natural or artificial. Cultures of this kind further possess the distinct advantage of permitting more or less modification of the physical factors themselves. However, when it is desirable to have the factors under as complete control as possible, it is necessary to use the method of control cultures in the planthouse.

192. Methods. All field experiments in evolution are based upon a change of habitat. The latter is accomplished by the modification of the habitat itself, or by the transfer of the species to one or more different habitats, or to different areas of the same habitat. In both cases the choice of habitats is made upon the basis of efficient differences of water-content or light. Saline situations do not constitute an exception, since the chresard is really the effective stimulus. Cultures at different altitudes, which afford striking results, appear to concern several factors, but in the final analysis, water-content and humidity are alone found to be really formative. Cultures may furthermore be distinguished as simple or reciprocal. Simple cultures are those in which a species is transferred to one or more habitats, or in which a habitat is modified in one or more ways. Reciprocal cultures are possible only with polydemic species, or with endemics after ecads have been produced by experiment. Modification or transfer is made in the usual way, but reciprocally, i. e., the original form is transferred to the habitat of the ecad, and the latter to the habitat of the former; or the shade in which some individuals of the ecad are growing may be destroyed, and at the same time individuals of the type may be shaded. Both transfer and modification may be applied to the same species, but since the same measured change of factor can be obtained in either way, the use of both is undesirable, with the exception of the rare cases where they serve as checks upon each other. The transfer of a seed or plant is so much simpler and more convenient that this method is the one regularly used. It sometimes happens, however, that a change of water-content or light intensity is readily and conveniently made, and is desirable for other reasons.

It is evident that both transfer and modification require that the factor records of the various habitats or areas be as full as possible, at least so far as water-content, humidity, and light are concerned. In the case of the areas that are to be modified, these factors are determined before the change is made. Afterward they are read from time to time during the growing season, and are also checked by readings made near at hand in the unmodified formation. The readings made in the beginning should correspond closely to the check readings, but in case of disagreement the latter are to be taken as conclusive.

193. Transfer. After the species to be used for experiment has been chosen, the various habitats or areas selected, and the direct factors measured by instruments, the actual transfer of the individuals is made by means of seeds, preferably in autumn, though the results are practically the same if seeds are kept over the winter and planted at the opening of spring. The natural method is to scatter the seeds in the place selected, as though they had been carried by the usual agents of migration. The mortality is usually great in such case, however, and the chances of success are increased by actually planting the seeds. This is the method which has been used in making cultures of species of the European Alps on the summit of Mount Garfield in the Rocky mountains. The number of seeds used is recorded in order to obtain some estimate of germination and competition. While the use of the seed or disseminule possesses the great advantage of making the experiment essentially a natural one, the transfer of rosettes, seedlings, or young plants makes the results more certain, and consequently saves time, even though the actual transfer is somewhat more difficult. It is hardly necessary to point out that the removal of the plant should be made with the greatest care. The best success is obtained by making the transfer on cloudy or rainy days, and when shade plants are to be placed in sunny situations, they should be transplanted late in the afternoon. When the task of carrying them is not too great, it is a distinct advantage to move a number of individuals in the same block of earth. The transfer of mature plants is inadvisable, except for those perennials which can not readily be secured in an early stage. This naturally does not apply to woody plants, evergreen herbs, mosses and lichens; the last two may be transferred at any time with satisfactory results. Each culture is carefully marked with stakes, and definitely located by means of landmarks.