In the further analysis of the connection between the habitat and the plant, it is evident that the causes or factors of the habitat act directly upon the plant as an individual, and at the same time upon plants as groups of individuals. The latter in no wise decreases the importance of the plant as the primary effect of the habitat, but it gives form to research by making it possible to consider two great natural groups of phenomena, each characterized by very different categories of effects. Ecology thus falls naturally into three great fundamental fields of inquiry: habitat, plant, and formation (or vegetation). To be sure, the last can be approached only through the plant, but as the latter is not an individual, but the unit of a complex from the formational standpoint, the formation itself may be regarded as a sort of multiple organism, which is in many ways at least a direct effect of the habitat. In emphasizing this fundamental relation of habitat and vegetation, it is imperative not to ignore the fact that neither plant nor formation is altogether the effect of its present habitat. A third element must always be considered, namely, the historical fact, by which is meant the ancestral structure. Upon analysis, however, this is in its turn found to be the product of antecedent habitats, and in consequence the essential connection between the habitat and the plant is seen to be absolute.
26. The place of function. In the foregoing it is understood that the immediate effect of the physical factors of the habitat is to be found in the functions of the plant, and that these determine the plant structure. Function has so long been the especial theme of plant physiology that methods of investigation are numerous and well known, and it is unnecessary here to consider it further than to indicate its general bearing. The essential sequence in ecological research, then, is the one already indicated, viz., habitat, plant, and formation, and this will constitute the order of treatment in the following pages. That portion of floristic which is not mere descriptive botany belongs to the consideration of the formation, and in consequence there will be no special treatment of floristic as a subdivision of ecology.
CHAPTER II. THE HABITAT
Concept and Analysis
27. Definition of the habitat. The habitat is the sum of all the forces or factors present in a given area. It is the exact equivalent of the term environment, though the latter is commonly used in a more general sense. As an ecological concept, the habitat refers to an area much more definite in character, and more sharply limited in extent than the habitat of species as indicated in the manuals. Since the careful study of habitats has scarcely begun, it is impossible to recognize and delimit them in an absolute sense. Visible topographic boundaries often exist, but in many cases, the limit, though actual, is not readily perceived. Contiguous habitats may be sharply limited, or they may pass into each other so gradually that no real line of demarcation can be drawn. Whatever variations they may show, however, all habitats agree in the possession of certain essential factors, which are universally present. On the other hand, a few factors are merely incidental and may be present or absent. The relative value and amount of these is probably similar for no two habitats, though the latter readily fall into groups with reference to the amount of some particular factor.
28. Factors. The factors of a habitat are water-content, humidity, light, temperature, soil, wind, precipitation, pressure, altitude, exposure, slope, surface (cover), and animals. To these should be added gravity and polarity, which are practically uniform for all habitats, and may, in consequence, be ignored in this treatise. Length of season, while it plays an important part in vegetation, is clearly a complex and is to be treated under its constituents. Of the factors given, all are regularly found in each habitat, though some are not constantly present. The first five, water-content, humidity, light, temperature, and soil are the most important, and any one may well serve as a basis for grouping habitats into particular classes with reference to quantity. As will be pointed out later, however, water-content and light furnish the most striking differences between habitats, and offer the best means of classification. As habitats are inseparable from the formations which they bear, the discussion of the kinds of habitats is reserved for chapter IV.
Classification of Factors
29. The nature of factors. The factors of a habitat are arranged in two groups according to their nature: (1) physical, (2) biotic. In the strict sense, the physical factors constitute the habitat proper, and are the real causative forces. No habitat escapes the influence of biotic factors, however, as the formation always reacts upon it, and the influence of animals is usually felt in some measure. Physical factors are further grouped into (1) climatic and (2) edaphic, with respect to source, or, better, the medium in which they are found. Climatic, or atmospheric factors are humidity, light, temperature, wind, pressure, and precipitation. Axiomatically, the stimuli which they produce are especially related to the leaf. Edaphic or soil factors are confined to the soil, as the term denotes, and are immediately concerned with the functions of the root. Water-content is by far the most important of these; the others are soil composition (nutrient-content), soil temperature, altitude, slope, exposure, and surface. The last four are of a more general character than the others, and are usually referred to as physiographic factors. Cover, when dead, might well be placed among these also, but as it is little different from the living cover in effect, it seems most logical to refer it to biotic factors.
30. The influence of factors. While the above classification is both obvious and convenient, a more logical and intimate grouping may be made upon the influence which the factor exerts. On this basis, factors are divided into (1) direct, (2) indirect, and (3) remote. Direct factors are those which act directly upon an important function of the plant and produce a formative effect: for example, an increase in humidity produces an immediate decrease in transpiration. They are water-content, humidity, and light. Other factors have a direct action: thus temperature has an immediate influence upon respiration and probably assimilation also, but it is not structurally formative. Wind has a direct mechanical effect upon woody plants, but it does not fall within our definition. Indirect factors are those that affect a formative function of the plant through another factor; thus a change in temperature causes a change in humidity and this in turn calls forth a change in transpiration; or, a change in soil texture increases the water-content, and this affects the imbibition of the root-hairs. Indirect factors, then, are temperature, wind, pressure, precipitation, and soil composition. Remote factors are, for the most part, physiographic and biotic: they require at least two other factors to act as middlemen. Altitude affects plants through pressure, which modifies humidity, and hence transpiration. Slope determines in large degree the run-off during a rainstorm, thus affecting water-content and the amount of water absorbed. Earthworms and plant parts change the texture of the soil, and thereby the water-content. Indirect factors often exert a remote influence also, as may be seen in the effect which temperature and wind have in increasing evaporation from the soil, and thus reducing the water-content. This distinction between factors may seem insufficiently grounded. In this event, it should be noted that it centers the effects of all factors upon the three direct ones, water-content, humidity, and light. If it further be recalled that these are the only factors which produce qualitative structural changes, and that the classification of ecads and formations is based upon them, the validity of the distinction is clear.