Dina M. Fonseca proposes proximal mechanisms that help explain, unify, and expand the predictions of widely accepted empirical models of settlement in streams. He separated the process that leads to settlement of a drifting particle into three stages: (1) initial contact with a substrate, (2) attachment, and (3) settlement sensu stricto. Compared these predictions with empirical measurements of settlement of individual black fly larvae (Simulium vittatum) in a laboratory flume.
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Dina M. Fonseca proposes proximal mechanisms that help explain, unify, and expand the predictions of widely accepted empirical models of settlement in streams. He separated the process that leads to settlement of a drifting particle into three stages: (1) initial contact with a substrate, (2) attachment, and (3) settlement sensu stricto. Compared these predictions with empirical measurements of settlement of individual black fly larvae (Simulium vittatum) in a laboratory flume.
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International Association for Ecology
Fluid-Mediated Dispersal in Streams: Models of Settlement from the Drift
Author(s): Dina M. Fonseca Source: Oecologia, Vol. 121, No. 2 (1999), pp. 212-223 Published by: Springer in cooperation with International Association for Ecology Stable URL: http://www.jstor.org/stable/4222459 . Accessed: 14/06/2014 14:05 Your use of the JSTOR archive indicates your acceptance of the Terms & Conditions of Use, available at . http://www.jstor.org/page/info/about/policies/terms.jsp . JSTOR is a not-for-profit service that helps scholars, researchers, and students discover, use, and build upon a wide range of content in a trusted digital archive. We use information technology and tools to increase productivity and facilitate new forms of scholarship. For more information about JSTOR, please contact [email protected]. . Springer and International Association for Ecology are collaborating with JSTOR to digitize, preserve and extend access to Oecologia. http://www.jstor.org This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions Oecologia (1999) 121:212 223 Springer-Verlag 1999 Dina M. Fonseca Fluid-mediated dispersal in streams: models of settlement from the drift Received: 9 January 1999 /Accepted: 8 June 1999 Abstract I propose proximal mechanisms that help explain, unify, and expand the predictions of widely accepted empirical models of settlement in streams. I separated the process that leads to settlement of a drifting particle into three stages: (1) initial contact with a substrate, (2) attachment, and (3) settlement sensu stricto. I used physical principles (height above the bed, sinking rate, current speed profile) to predict time until contact (stage 1). I compared these predictions with empirical measurements of settlement of individual black fly larvae (Simulium vittatum) in a laboratory flume. I developed models from empirical data for stages 2 and 3. Each of these models is individual-based and predicts the fate of a single individual. To obtain a population level prediction, models for the three stages were combined and used to simulate the settlement of a group of black fly larvae. The predictions of this simu- lation were qualitatively similar to population level data from the literature particularly after the incorporation of channel-wide spatial heterogeneity in current speed. The effect of flow heterogeneity on the model agrees with previous work on the lateral transport of stream inver- tebrates during drift events showing that many organ- isms settle preferentially in slower areas. By using D.M. Fonseca Department of Biology, University of Pennsylvania, Philadelphia, PA 19104, USA D.M. Fonseca (E))' Walter Reed Biosystematics Unit, Museum Support Center (MRC 534), Smithsonian Institution, 4210 Silver Hill Rd., Suitland, MD 20746, USA e-mail: dfonseca( erols.com, Tel.: + 1-301-2383165, Fax: + 1-301-2383168 Present address: 'Department of Entomology, Division of Communicable Diseases and Immunology, Walter Reed Army Institute of Research, Washington DC 20307, USA proximal principles, the approach used in this study brings into focus basic parameters and processes that influence settlement at the scale of the organisms. It also provides a null hypothesis against which to study the effect of local flow heterogeneity on the settlement of stream invertebrates and the capacity of organisms to actively influence settlement. Water currents in streams and rivers commonly transport large numbers of organ- isms. Consequently, hydrodynamic factors that favor or hamper the settlement of these organisms can potentially influence distributions and abundance. Moreover, if settlement probabilities vary with flow characteristics, this can in turn influence foraging strategies that rely on fluid-mediated dispersal. Key words Stream drift Settlement constraints Predictive models Current speed Simuliidae Intruwluction Theoretical and empirical work has shown that spatial patchiness and the degree to which organisms are able to move between different patches can have strong effects on the dynamics of populations (Kareiva 1990, 1994; Palmer and Poff 1997). To produce a coherent popula- tion level model it is therefore important to characterize habitat heterogeneity at scales relevant to the organisms, and to ascertain what factors influence movement (i.e., dispersal) at these scales. Many organisms reach new areas after being trans- ported by air or water currents. These include a large number of aquatic invertebrate species, both freshwater and marine, as well as terrestrial invertebrates. Popula- tion models of marine intertidal and soft-bottom sys- tems have emphasized the influence of recruits from other areas to the dynamics of local populations. This theoretical approach, known as "supply-side" ecology (Roughgarden et al. 1985; Lewin 1986; reviewed in Grosberg and Levitan 1992), emphasizes large-scale movement of organisms, and has led to the development Oecologia (1999) 121:212-223 Springer-Verlag 1999 This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 213 of coastal or ocean-wide population models (review in Fevre and Bourget 1992). Although these large-scale models provide valuable information, they fail to explain variations in abundance at local scales, for example between adjacent areas within the same bay (Commito et al. 1995). Local hy- drodynamic conditions can, however, be important de- terminants of settlement rates (Butman 1987; Palmer 1988; Butman et al. 1988; Mullineaux and Butman 1991). Studies of marine larvae and meiofauna have shown that in species that have distinct habitat prefer- ences, current speed can affect their ability to reach preferred habitats (Butman et al. 1988; Gross et al. 1992). Except for Palmer (1992) much less is known about such settlement constraints in freshwater inverte- brates (see comparison of marine and stream literature in Downes and Keough 1998). Organisms that are transported by water currents constitute an important proportion of new colonists to areas in a stream (Townsend and Hildrew 1976). Al- though the factors that influence the initiation of such fluid-mediated dispersal (the so-called stream drift) have been studied extensively (review in Brittain and Eikeland 1988), less is known about the factors that determine when and where a drifting organism will return to the substrate. This is an important question: the fate of drifters may influence the decision of foragers to disperse via water currents (Fonseca 1996), and may affect dis- tribution and abundance patterns (Palmer et al. 1996). There is clearly a need to ascertain the relative impor- tance of pre- and post-settlement processes to the dis- tribution of stream organisms. Although this question has been examined by marine biologists, the information gathered about settlement of marine organisms may not be applicable to settlement in running freshwater systems. Marine larvae are quite small and settle in relatively slow flows (most work has been done exposing organisms smaller than 1 mm to current speeds below 10 cm s-~, e.g., Pawlik and But- man 1993; Turner et al. 1994). Much of the work with marine larvae has emphasized chemical clues used by organisms prior to settlement (Butman et al. 1988). In contrast, many stream invertebrates are larger and are commonly exposed to flows faster than 20 cm s-1 (Hart et al. 1996). Although it is not known how important settlement cues may be in streams, the fast flows expe- rienced by most lotic macroinvertebrates may require them to settle before being able to recognize the quality of a site (Fonseca 1996). Only a small number of studies have examined the factors that affect settlement in streams (Walton 1978; Ciborowski and Corkum 1979; Otto and Sj6str6m 1986; Allan and Feifarek 1989; Palmer 1992). In the early 1970s, however, two empirical models were published that predict the distance traveled downstream by drifting organisms (McLay 1970; Elliott 1971). These models have been used as a benchmark for the calculation of settlement rates in streams (Larkin and McKone 1985). McLay (1970) showed that the number of organisms remaining in suspension decreases exponentially with distance from the area in which drift was initiated. El- liott (1971) confirmed this relationship, and proposed that the distances traveled by organisms increased with the power of current speed. Both these models were developed empirically by making measurements at the scale of a stream channel. Measurements of current speed were made at mid-water depth in the channel. These channel-wide speed measurements can only be very weakly related to the current speed experienced by organisms settling on a substrate in the field (Hart et al. 1996). To ascertain whether the coarse-scale relationships found by Elliott (1971) and McLay (1970) hold at finer spatial scales, and to understand the processes respon- sible for settlement patterns, I examined the proximal factors that must underlie the empirical results. I de- veloped a simple model from first principles and tested its predictions using black fly larvae (Simulium vittatum Zetterstedt, Diptera: Simuliidae). Black fly larvae have no functional legs and anchor themselves to silk pads they attach to hard substrates (Barr 1984). They insert an abdominal circlet of hooks into the silk pad and can remain in the same place for long periods of time. They can, however, move across hard surfaces in a stepwise fashion (looping), producing a new silk pad for each step (Reidelbach and Kiel 1990). Black fly larvae are com- monly transported by water currents (Adler et al. 1983; Brittain and Eikeland 1988, and references therein), and while drifting they trail a silk thread that may aid set- tlement by adhering to substrates (Reidelbach and Kiel 1990). Previous work with S. vittatum suggested that set- tlement constraints could affect the distribution of this species. The larvae of this strongly food-limited species (Charpentier and Morin 1994), should prefer to reside in sites with faster flows, due to the positive relationship between ingestion rate (an important component of fit- ness) and current speed (Hart and Latta 1986). Strong positive relationships between larval abundance and current speed are commonly observed within individual stones, on which larvae can move via looping (Hart et al. 1996; D.D. Hart and D.M. Fonseca, personal observations). Between stones, however, where larval dispersal often occurs via drifting rather than looping, variations in abundance are weakly and negatively re- lated to current speed (D.D. Hart and D.M. Fonseca, personal observations). Experiments in which larvae were transplanted between areas have also shown that local densities do not correlate with habitat quality, in- dicating that pre-settlement processes may constrain field distributions (Fonseca 1996). In my field and laboratory observations of black fly larvae, I noticed that the process leading to larval settlement separates naturally into three stages that are affected by different factors. Interestingly, these stages are similar to those proposed by Stevenson (1983; personal communication) for the settlement of diatoms in streams. The first stage (contact) ends when some This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 214 part of the larva touches the substrate. The second stage (attachment) ends once the larva grabs firm hold of the substrate by using its mouthparts, thoracic proleg or a silk thread. Finally, the third stage, settle- ment sensu stricto, occurs when the larva makes the first silk pad on the substrate. At this point it can grasp the silk pad with its abdominal hooks and is able to start feeding. The physical model I describe here predicts the dis- tances traveled by black fly larvae until contact with the substrate (stage 1). Furthermore, I examine empirically the effect of current speed on attachment (stage 2) and settlement (stage 3) of individual larvae. By combining theoretical and empirical information I generate a de- terministic, individual-based model, for settlement of black fly larvae in smooth flows. The models proposed by McLay (1970) and Elliott (1971) are population models, however. That is, they describe what happens when several organisms are released at the same time at a range of heights above the bed. McLay disturbed the streambed to force animals to drift, while Elliott released groups of organisms at heights ranging from 0 to 7 cm above the streambed. To allow comparisons between the proposed model and the empirical patterns that led to the models of McLay (1970) and Elliott (1971), I simu- lated the settlement of a group of larvae released at different heights above the bed and exposed to different flow conditions. I restricted the analysis to larvae of only one size because Allan and Feifarek (1989) using only one species and one size class per trial obtained results equivalent to those of McLay (1970) and Elliott (1971). Taking into consideration the observed effect of current speed on larval settlement I also discuss the possibility of local constraints on settlement in streams and how they may affect foraging behaviors and the distribution of stream invertebrates. to the substrate if no other explanation existed for the removal of organisms from the drift. Because predation by invertebrates and fish is also possible, however, in McLay's experiments R refers only to "the rate of dis- appearance from the drift". The reciprocal of R (i.e., 1/R) estimates the mean distance traveled X by organisms (McLay 1970). Instead of distance one can also express R as a function of time from release (number of indi- viduals individual-' s-'). In that case its reciprocal es- timates the mean time traveled until settlement, since release. Effect of current speed on drift distance (Elliott 1971) Elliott (1971) made similar measurements to those of McLay (1970), but instead of simply disturbing the benthos, he released a known number of organisms at set distances upstream from drift nets. His results were equivalent to McLay's. The numbers of organisms caught at increasing distances from the release point decreased from the original number following a negative exponential curve (Eq. 1). Elliott (1971) repeated these same experiments in areas of the stream with different current speeds. Those data showed that the rate of dis- appearance of organisms from the drift (R, obtained using Eq. 1 to fit the data) could be related to a point measure of current speed (V, measured at mid channel) by, R = al V-b1 (2) where a, and bl are least square fitted constants. The relationship between mean drift distance (X = 1/R) and current speed is given by: X= (1/al)Vb' (3) A physical model Drift distance model (McLay 1970) McLay (1970) performed field experiments in which he disturbed the streambed in a selected area to induce organisms to drift. He then made collections with drift nets at a series of distances downstream. By curve fitting the results, McLay came upon an expression that pre- dicts the number of organisms caught in drift nets (Nx), with increasing distance from the disturbance (X). That expression has become known as the "drift" or "drift distance" model. It describes a negative exponential re- lationship between number of individuals remaining in the drift and distance from the disturbance: N = Noe-RX (1) where No is the number of organisms that originally entered the water column, and R is the decay rate (number of individuals individual-' cm-'), which would reflect the rate at which drifting organisms were settling Assume an organism is in suspension in a moving fluid (air or water, Fig. 1). Assume the only direction of flow is downstream, parallel to a substrate. That is, there are V Ih p . ; 1 - [---- - X, Fig. 1 Schematic depiction of the variables included in the physical model that predicts distances traveled downstream until contact with the bed (Xc the distance an organism will travel until making contact with a substrate, h the height of the organism above the substrate, i' its sinking rate, V current speed) Models This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 215 no other directional flows present, like water eddies or upward or downward wind gusts. Also assume the or- ganism cannot swim or fly. Under these conditions there are three parameters that will affect the distance an or- ganism will travel until making contact with a substrate (Xc): the height of the organism above the substrate, h; its sinking rate, w; and the current speed, V. The sinking rate summarizes the effects of a variety of physical fac- tors like gravity, the viscosity and density of the water, and the particle's size, density, and shape. The amount of time the organism is in suspension (s) is the height above the substrate (cm) divided by the sinking rate (cm s-l). The distance traveled downstream (cm) is de- termined by the time in suspension (s) multiplied by the current speed (cm s-1): Xc = (h/w) x V (4) This equation will predict the distances traveled by drifting organisms that meet the conditions listed above, until they contact the substrate as a function of their sinking rate, their height, and current speed. As it settles, the organism will experience different current speeds, however. Therefore, V should be interpreted as the mean current speed experienced by an organism until it reaches a substrate. Taking that into consideration Eq. 4 becomes: V(x)dx f '=o V(x)dx Xc = (h/w)* (5) h w V(x) is the function that describes the change in current speed with height (h) above the substrate. In simplified flow conditions like those that can be created in a lab- oratory flume, V(x) will have a logarithmic shape as flow slows progressively closer to a surface (boundary layer, Vogel 1994). Methods Experimental subjects Sinking rate I calculated sinking rates empirically because the shape of drifting black fly larvae cannot be represented perfectly by a regular geo- metric shape for which there are known formulas. I measured sinking rate by releasing larvae in still water. I used a glass 500-ml graduated cylinder and released larvae, one at a time. In pilot ex- periments, when larvae were released just beneath the air-water interface it was common for some larvae to become suspended in mid-water indicating that a silk thread may have become caught in the surface tension. For this reason, I released all larvae 1 cm below the air-water interface and watched them sinking for 53 mm (the distance between the water surface and the 400 ml mark), before timing started. I then timed their fall for the next 134 mm (until the 100 ml mark). I used 22 active larvae, collected less than 5 h earlier from the field, and 20 larvae that had been placed in club soda (the carbon dioxide renders the larvae inert). Although bubbles some- times adhere to larvae that have been placed in club soda, the brief exposure to air just before releasing the larvae into the experi- mental cylinder eliminates them. I used least squares regression analysis (JMP 3.1, SAS Institute 1995) to obtain an equation that predicts the average sinking rate of larvae of different sizes. I tested the residuals for normality using the Shapiro-Wilks W-test (Sne- decor and Cochran 1989). I also compared the sinking rates of active and inert larvae with a parametric ANCOVA, using total length as the covariate, after testing for the normality of the dis- tributions (JMP 3.1, SAS Institute 1995). Laboratory flume I performed experiments in a laboratory flume (Fig. 2) constructed following the design criteria of Nowell and Jumars (1987) and Denny (1988). The acrylic flume was 240 cm long and 25.4 cm wide. Fresh stream water was circulated by a propeller (14 cm di- ameter) powered by a 125-W motor (1/6 hp, Dayton 4Z528) con- nected to a speed controller (Dayton SCR Control). The working section was 171.5 cm long with water to a depth of 5 cm. The flume was built to minimize flow unsteadiness: large vortices were broken down by a fine-mesh collimator at the base of the water tower, and the water ascended slowly in the water tower (40 x 25.4 cm, 90 cm height) before gradually accelerating into the working section. To minimize flow disturbances, the transition between the water tower and the working section was done over one-third of a 30.5-cm- diameter, 25.4-cm-wide, acrylic cylinder. Current speed Black fly larvae (S. vittatum) were collected in Taylor Run near Route 322 in Chester County, Pennsylvania. They were placed in stream water in a thermally insulated container and taken to the laboratory within 1 h of collection; 200 1 of stream water were also brought from the field in each occasion. In the laboratory, larvae were kept in a circular container full of stream water re-circulated by a 7-cm-wide paddle connected to a 50-W (1/16 hp) motor controlled by a speed modulator, and were used in experiments on the same day they were collected. During the experiments, larvae were carefully and gently held by the narrowest area of their abdomen using a pair of size 5 forceps and released under water, with their long axis parallel to the direction of water flow and their head facing downstream. The larvae can extrude sticky silk through their mouthparts very quickly. This silk acted as glue even underwater and sometimes prevented larval release. When this happened (about once in every three or four attempts) the larvae were not used. Each larva was only used once. Throughout the experiments and other measure- ments involving active larvae, a cooling unit kept the water tem- perature within 1C of the field water temperatures (16-19C). Light levels were kept constant during the experiments with fluo- rescent lights. Current speed was measured with flow visualization (Merzkirch 1974) at different points along the working section of the flume. In this technique, naturally occurring neutrally buoyant particles, like 1/6 hp fI 2.4 m Fig. 2 Diagram of the main parts of the laboratory flume used, seen in lateral view. The arrows represent the main direction of water flow. The working section starts 10 cm after the beginning of the flat upper acrylic column. The acrylic upper channel has a rectangular cross- section. The lower channel is a PVC 15-cm-inner-diameter pipe. The water column on the left is also acrylic. Drawing does not include either the angle-iron frame or the cooling unit This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 216 algal and colloidal clumps commonly present in stream water, were videotaped to measure the horizontal distances they moved in a known time. I used a Panasonic WV 3240 video camera equipped with a 105 mm Nikkor lens, connected to a Panasonic NV 8950 VCR. A digital stroboscope flashing at 1800 strobes per minute was used so that each particle was seen once per video field (each 1/30 of a second). The depth of field was specifically chosen to be the shallowest possible (f-stop = 2.8) to ensure that only particles passing in the center of the flume were in focus. The videotapes were analyzed using a Sony Trinitron Color PVM-1342Q video monitor. I chose particles at enough heights above the bed to quantify the entire boundary layer profile. Particles with upward or downward paths or those out of focus were disregarded. A cor- rection factor for the video magnification was calculated by mea- suring a ruler videotaped immediately before the flow visualization run. Using the correction value and the stroboscope frequency, the speed of each particle was calculated (cm s-'). I plotted the speed of particles versus their height above the bed and reconstructed the boundary layer profile for the free stream speed used. To be able to predict current speed at any height, following the guidelines of Schlichting (1979), I fit a logarithmic regression line to the data within the first 6 mm height from the bed. Visual inspection of the boundary layer profile showed that free stream speeds had been reached at this height. Effect of height of release on distances traveled until contact (stage I) - experimental validation of the physical model In May 1995, I performed a series of experiments in which black fly larvae ranging from 4.8 to 7 mm in length were released at a known height above the bed and the distances they traveled until con- tacting the flume bed were measured. The free stream current speed was 21.1 cm s-1. I used three heights (2, 3, and 4 cm) and released 20 larvae, one at a time, from each height. I performed two trials of ten larvae for each height, randomizing the order of the height treatments. After release, the point at which each larva first made contact with the bed was marked and the larva was collected using a miniature dip net. The distance traveled until contact was mea- sured with a ruler to the nearest 1 mm. In these experiments, the moment of first contact with the bed was easy to recognize because at that point larvae stopped their vertical descent and started moving downstream in contact with the bed. The larvae were preserved in 80% ethanol, and their body length measured to the nearest 0.1 mm under a dissecting microscope. Using Eq. 5, I generated the expected distances traveled by larvae of the sizes used in the experiments released at each height. After testing the normality of each distribution, I used two-tailed paired t-tests (JMP 3.1, SAS Institute 1995), blocking for body size, to compare the observed and predicted results. The variance in the predicted data is created by differences in size of the larvae used. Effect of current speed on distances traveled after contact (stages 2 and 3) To assess the effect of current speed on larval attachment and settlement, I performed an experiment in which larvae were low- ered in the flume until their bodies just contacted the bed, after which they were released. The larvae were released facing down- stream with their longitudinal axes parallel to the flow because in the previous experiment after the initial contact with the bed they would almost invariably adopt this position until they were able to attach and ultimately settle. I chose six current speed settings (free stream current speed: 12.5, 14.6, 17.5, 21.1, 23, and 27 cm s-1), based on the capacity of the larvae to settle within the working section of the flume. I released 20 larvae in each speed treatment, one at a time, and the release was broken into two series of ten larvae per current speed treatment. Between the two series, the order of the treatments was randomized. Only larvae ranging be- tween 5.5 and 6.5 mm were used. To examine the effect of active versus passive mechanisms of attachment and settlement, six larvae that had been placed in club soda were released one at a time after the end of each active larva trial (size range: 5.7-6.5 mm). After each release, the larvae were observed until they attached to the bed. The distance from the release point (always the same) until attachment was measured with a ruler to the nearest mm. All larvae were collected, preserved in 80% ethanol and their total length measured under a dissecting microscope. Larvae that failed to attach between the release point and the end of the working section of the flume (171.5 cm) were not included in the least squares regression analysis (JMP 3.1, SAS Institute 1995). Numerical simulations The total distance traveled by a drifting larva before settlement is the sum of the distances traveled downstream during the three stages: Distance until settlement = Distance until contact + Dis- tance from contact until attachment + Distance from attachment until settlement. Under all the conditions examined, larvae were able to settle once they had attached. Under these conditions, therefore, distance until settlement is equivalent to distance until attachment. Incorporating the factors that affect contact (Eq. 5) and the effect of current speed on attachment and settlement (ob- tained empirically), the distance traveled until settlement can then be predicted by: X = (h/w)V+ cl V2 (6) where h is the height above the bed at which drift was initiated, and w is the sinking rate of the larvae. The variables c( and c2 were determined empirically. V is the mean current speed experienced by a larva until making contact with the substrate (equivalent to fh= V(x)dx/h in Eq. 5), and V is free stream current speed. To simulate the behavior of a group of black fly larvae I fit Eq. 6 with the empirical constants appropriate for 5.6 mm long S. vittatum settling in the laboratory flume. I then simulated the relationship between the number of larvae still in suspension and distance from the release point under several free stream current speeds for a group of 70 larvae released at each mm from a height of 70 to 1 mm. I calculated the number of larvae still in suspension every 10 cm starting at 10 cm from the release point and ending when all larvae had settled. I repeated the calculations under five different free stream current speed treatments (12.5, 17.5, 21.1, 23, and 27 cm s-'). I made the same calculations for 70 larvae released at each 1 mm from a height of 20 to 1 mm. A very conspicuous feature of stream channels is that free- stream current speed varies laterally, being lowest near the margins (Ciborowski 1983, 1987). I included this feature in the simulation by assuming that after being released, larvae in the group experi- enced different flow regimes. As a simple approximation to ana- lyzing the effects of this added complexity, each larva is assumed to experience a single mean flow regime from the time it was released until settling. I explored the effects of more or less heterogeneity by contracting or expanding the range of available current speeds and placing different proportions of the group of larvae in different flow regimes. Results Relationship between sinking rate and larval length Sinking rate is tightly and linearly related to total body length (r2 = 0.955, n = 22, F = 1213.51, P < 0.0001, for active larva). The longer a larva is, the faster it sinks. The larvae cannot swim and while they are sinking their bodies tend to maintain a U-shape, with the concave side facing up. Both active larvae and larvae rendered inert by carbon dioxide sank in the same position. Very often, however, active larvae were observed making This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 217 "pumping" movements with their upper body: they moved their head and thoracic proleg back and forth, towards and away from each other. I have observed larvae making the same movements just before drifting from areas of low current speed. I suspect that larvae are extruding silk through their mouthparts and using their thoracic proleg to extend and form a silk thread. Be- cause the silk is very thin (averaging 80 gm, Barr 1982) and virtually invisible underwater, however, I was un- able to confirm this although I tried several different lighting conditions. The production of silk threads would explain the common occurrence of larvae released too close to the water surface becoming suspended in mid-water. Inert larvae did not move while sinking and never became suspended in mid-water. A comparison of sinking rates between active and inert larvae revealed no significant differences (Table 1), indicating no obvious behavioral control of sinking rate. In the interest of minimizing sources of error, however, I only used data from active larvae in the least squares linear regression equation relating sinking rate to larval length (w = 3.362 x length - 1.996). The residuals of this linear regression were normally distributed (Sha- piro-Wilks W = 0.95, P = 0.25). Distances traveled downstream until contact: comparison of empirical and predicted values The empirical and predicted distances traveled down- stream until initial contact with the bed did not differ significantly (Table 2). The range of larval sizes was narrow (4.8-7.0 mm), which accounts for the small Table I To address the possibility of behavioral modification of sinking rate, sinking rates of active and inert larvae in still water were compared with a one-way ANCOVA. The covariate is total larval length. Treatment is active or inert larvae. The adjusted means for the two treatments are: 7.25 0.20 and 7.44 0.21 mm s ', for active and inert larvae, respectively r2 = 0.97 Terms Estimates SE t-ratio P Intercept -1.4472 0.2944 -4.93 < 0.0001 Total length 3.2108 0.0940 34.17 <0.0001 Treatment -0.0947 0.1473 -0.64 0.5244 Table 2 Comparison of observed (Obs. X) and predicted (Pred. X) distance traveled downstream from a release point, mean (cm) 1 SE, until contact with the bed. Larvae were released at three heights: 2, 3, and 4 cm above the flume bed. The free stream current speed was 21.1 cm s-1. The P-values reported are from two-tailed paired i-tests; n = 20 for both observed and predicted in each height treatment Height Size Obs. X Pred. X P 2 0.57 0.009 29.8 1.3 27.1 0.4 0.08 3 0.56 0.011 45.1 3.8 41.3 + 0.8 0.32 4 0.57 0.007 53.2 2.4 54.9 + 1.2 0.87 scatter around the mean. I was unable to use smaller larvae because they were difficult to handle without damage. The average size of larvae used in this exper- iment did not differ between treatment heights (Table 2). Effect of current speed on attachment and settlement The distance from release to attachment for active larvae increased significantly with increasing current speed [distance (cm) = 1.16 x 10-6 V57, r2 = 0.83, n = 76, F = 377.82, P < 0.0001]. I use free stream current speed as the independent variable in this analysis al- though the correct variable would be the current speeds within the first millimeters above the flume bed. This practice is warranted in these experiments because in these smooth flow fields there was a strong correlation between free stream current speeds and current speeds at specific heights above the bed. Because no larvae were able to attach within the working section at the highest current speed treatment (free stream speed = 27 cm s-~), no data from this treatment were included in the regression analysis. Inert larvae were unable to settle within the working section of the flume in all current speed treatments. At the current speeds tested, larvae were usually un- able to attach to the bed immediately after release (Fig. 3) although they were consistently capable of do- ing so at 12.5 cm s-. At higher current speeds, larvae slid for a while in contact with the bed, usually with their head facing downstream. As they slid, they twisted and turned, probably attempting to grab onto the bed with their mouthparts. At the lowest free stream speeds (12.5 cm s-l and 14.6 cm s-'), they were able to do so E! 1 -1 I 160- 140- 120- 100- 80- 60- 40- 20- n 0 T 0 T 1L 0 0 % 0 12 14 16 18 20 22 24 26 28 Free stream current speed (cm s-l) Fig. 3 Relationship between distance traveled until attachment (cm) and free stream current speed. In each free stream current-speed treatment, n = 20. The distances traveled after releases at 27 cm s-' (cross) were 170 cm and were not included in the statistical analysis because no larvae were able to attach within the working section. The error bars represent I SE u- I I I w This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 218 within less than 10 cm. This type of attachment also occurred often in the 17.5 cm s-1 treatment. Occasion- ally at 17.5 cm s-1 and exclusively at higher current speeds, however, larvae were incapable of attaching se- curely to the bed with their mouthparts. Rather, silk thread attachment, or the attachment of silk as the mouthparts contacted the bed, was required for attach- ment. The evidence for this comes from the fact that larvae would perform a somersault (i.e., turning sud- denly with their head facing upstream), and dangle more or less briefly in the current. Then they would either pull themselves in using a technique called "prussiking" in rope-climbing (see description in Reidelbach and Kiel 1990), or the vortices generated by their body across the boundary layer would bring their mouthparts or thor- acic proleg in contact with the bed. If they were able to touch the bed with those body parts they were eventually able to attach. Under the current speed treatments tested, after at- tachment of the mouthparts, proleg or a silk thread, all larvae were able to make a silk pad and insert their abdominal hooks in it, after which they started feeding. Therefore, under the conditions examined in these ex- periments attachment invariably led to settlement. Population level predictions Distance traveled until settlement with McLay (1970) model comparison By combining the physical and empirical information I obtained a function that predicts the distance traveled downstream until settlement (X, cm) for black fly larvae under the conditions tested: X (h/(3.36L- 1.996))V + 1.16 x 10-6V57 where h is height at which drift was initiated, L is larval total length, V is mean current speed experienced until settlement, and V is the free stream current speed. The simulation of the behavior of a group of larvae released at different heights above the bed using this Fig. 4A,B Hypothetical num- bers of larvae in suspension with increasing distance from a release point after 70 larvae, all 5.6 mm in length (sinking rate = 16.8 mm s- ), were re- leased at 1 mm increments be- tween 1 and 70 mm above the bed. A Predicted curves for 5 different free stream current- speed treatments. B Predicted curve if a group of 70 larvae is released in an area where there are equal frequencies of 5 dif- ferent free stream speed regimes expression shows that the number of larvae in suspen- sion under each of the free stream treatments decreases linearly with distance from the release point (Fig. 4A). Most curves are truncated because under the conditions tested, there is usually a minimum distance that larvae must drift before settling (Fig. 4A), even those that started 1 mm away from the bed. When larvae are released in an area with heteroge- neous current speed regimes the relationship between number of larvae in suspension and distance from the release point takes on the negative exponential form predicted by McLay (1970, Fig. 4B). To simplify I only present the curve generated when five different free stream speed regimes were present with equal frequency and therefore one-fifth of the larvae were exposed to each current speed regime. The relationship is expo- nential, however, irrespective of the actual number of larvae exposed to each free stream speed. The effect is strongly exponential when speeds within the channel differ substantially, particularly if there is a high pro- portion of slow flow areas. Effect of current speed on settlement - comparison with Elliott (1971) The average distance traveled downstream increases with free stream current speed. Figure 5 assumes that in each free stream treatment all larvae were exposed to identical flow conditions. The range of current speeds experienced reflects only the height at which the larvae were released. In Fig. 5 I compare the curves generated for larvae released between 1 and 70 mm above the bed and between 1 and 20 mm. The relationships between average distance traveled and current speed were fit to a power function following the procedure of Elliott (1971). In both cases distances traveled downstream (D) in- crease markedly with free stream speed (V) but this effect is stronger when larvae are released closer to the bed. The shape of the curve for a 5.6 mm larva released 1 mm above the bed is D = 1.5 x 10-64'9, and released 5 mm above the bed is D = 2 x 10-3V28. Free stream (cm/s) 0 I- CA 0 zo =1 rA 4) Cd 4- .r. 0 0, z 4) Ili 0 rA . - 0 Lt 70- 60- 50- 40- 30- 20- 10- n B. 0 20 40 60 80 100 120 0 20 40 20 40 0 8 1 10 140 60 80 100 120 140 Distance from release point (cm) I _ _X v I I 1 Distance from release point (cm) This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 219 I i l 80 1 - 1 80 i I 60- 0 0 40- 0 ~0~ ~0 20- 0 0 0 0 I I I 0 Ill O o O 10 15 20 25 Free stream current speed (cm s-l) 30 Fig. 5 Hypothetical mean distance traveled until settlement (X) vs. free stream current speed (V). Closed circles are for larvae released between 1 and 70 mm height (X = 0.8V1'3). Open circles are for larvae released between 1 and 20 mm height (X = 0.04V2) Discussion The first stage of settlement (contact) The agreement between the predictions generated by Eq. 5 and the observed distances traveled downstream until contact with the bed for larvae released at varying heights suggests that black fly larvae exerted no control over that stage of the settlement process. For larvae in suspension under known physical conditions of current speed and height above the bed, knowledge of their sinking rate was enough to predict the distance traveled downstream until contact. When measuring sinking rate I chose to exclude conditions under which silk threads were caught in the surface tension because this was probably an artifact of the experimental technique. I have never observed this phenomenon in drift events initiated by the larvae. Larvae may be able to reduce their sinking rate in flowing water, however, by releasing a long silk thread and using the drag on the silk to carry them down- stream. I have observed larvae being transported by water currents in current speeds under which inert larvae remain immobile on the bed. Because the silk is virtually invisible under water, I have not been able to confirm this. If confirmed, this behavior would be akin to that used by ballooning spiders (Suter 1991; Weyman 1993), Lepidoptera larvae (Leonard 1971; McManus and Ma- son 1983; Cox and Potter 1986) and some marine bi- valves (Beukema and Vlas 1989; Martel 1993; Martel and Diefenbach 1993). Larval behavior during attachment and settlement Although larvae acted as passive particles until making contact with a substrate (stage 1), they exerted control over the second and third stages (attachment and set- tlement, respectively). Larvae were able to attach to the bed and subsequently settle under flow regimes where inert larvae were swept away. Attachment was strongly influenced by current speed, however. High current speed increased the distances traveled in contact with the bed before attachment. As mentioned, I used free stream current speed as a proxy for the current speeds experienced by larvae while drifting in contact with the flume bed. I was able to do so, because the flow fields used in these experiments were smooth and the boundary layer was well developed. However, this may not be true over natural substrates in the field (Hart et al. 1996) which is one of the reasons why teasing apart some of the processes behind settlement from the drift may be more feasible in laboratory flumes. During this study in which water turbulence was minimized and current speeds were relatively slow, suc- cessful attachment always led to settlement. Under faster current speeds or very intense turbulence conditions, however, this may not always be the case. A particularly sensitive time is when larvae have just attached a silk thread to the bed but have not been able to attach a silk pad. Particularly at the highest current speeds tested there were occasions in which larvae dangled in the current like a kite. In the field, I have observed larvae reaching this stage and not settling (so have Reidelbach and Kiel 1990). It is possible the larvae may have de- cided not to settle, but it is also conceivable that the silk thread may break due to the sudden accelerations as- sociated with the turbulent flow regimes that are com- mon in streams (Hart et al. 1996). Local current speed decreases probability of settlement The results of this study predict that drifting may not always be a good strategy for reaching areas with high current speeds, at least for organisms with limited ability to swim. The distances traveled before settlement in- crease exponentially with current speed so the proba- bility of settlement on a substrate of finite size decreases rapidly with increasing current speed above that sub- strate. Despite the negative effect of current speed on set- tlement, however, black fly larvae occur at high densities in fast-flowing areas in streams (riffles) and are almost absent from very slow areas (pools). The positive cor- relation between larval abundance and flow at this "riffle-pool" scale (D.D. Hart and D.M. Fonseca, per- sonal observations) can be explained by the fact that black fly larvae will drift readily from slow flow areas (Fonseca and Hart 1996). Leaving an area by drift in search of a better feeding site may be advantageous for larvae in pools because larvae drifting from pools into riffles may have a high probability of settling in a faster area than the one they just left. Once the organism ex- periences a current speed above a possibly species spe- cific threshold, however, the organism may be unwilling to drift because of the expected diminishing returns This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 220 (Fonseca 1996). This would lead to the acceptance of sub-optimal feeding areas and to a lack of correlation between larval density and current speed. Such lack of correlation has been interpreted as showing that current speed is unimportant to black fly larval survival (Eym- ann 1993). The fact that larval distributions are tightly and positively correlated with current speed when mea- surements are made within a single substrate (Hart et al. 1996; D.D. Hart and D.M. Fonseca, personal observa- tions) clearly underscores the need to ascertain the im- portance of settlement constraints in generating patterns of distribution. It is then at intermediate scales, mainly across sub- strates within areas of moderate to high current speeds, that the negative effect of current speed on settlement may affect foraging decisions, distributions and abun- dance. At that scale, oviposition by adult females may be an important source of larvae to areas in fast flows. In S. vittatum, egg mass density is highly and positively correlated to current speed (D.D. Hart and D.M. Fon- seca, personal observations) and first instars will remain on or near the oviposition site unless flows are slow and/ or conspecific densities are too high (Fonseca and Hart 1996). There are also some indications (Fonseca 1996) that features of the stream bed, like rocks breaking the water surface, may create high settlement conditions either by generating slow flow areas downstream from them, or by producing flow patterns that increase the probability of contact by drifting organisms. It is im- portant to emphasize that although they are legless, black fly larvae can loop over hard substrates relatively fast (Reidelbach and Kiel 1990). Due to the high het- erogeneity of flows over a single substrate (Hart et al. 1996), larvae can conceivably settle from the drift in slower flows if those are present, and then loop to faster flows within the same substrate. The importance of these and possibly other factors for distributions in streams needs to be addressed before a full predictive model can be designed. From the laboratory to the field The work described in this paper constitutes a first step towards understanding the processes influencing the settlement of stream macroinvertebrates. It should be emphasized that the flow regimes to which black fly larvae were exposed in these laboratory experiments represent a limited subset of the conditions commonly experienced by settling larvae. In these experiments flow unsteadiness was kept to a minimum. Some preliminary results demonstrate that turbulence increases settlement, however under all the conditions tested turbulent flows did not cancel the negative effect of current speed (D.M. Fonseca, personal observations). Although the ultimate aim is to predict the fate of drifting organisms in the field, there is a clear need to initially divide the process into its various physical and behavioral elements, and then test each of these in sim- plified conditions. Subsequently, different types of com- plexity can be added and its effects examined. The goal is ultimately to replicate field conditions. At this point, however, there are already some predictions that appear robust. For example: (1) local current speed has a neg- ative effect on the probability of contact; (2) larval size correlates with probability of contact with the substrate through its effect on sinking rate; (3) height of release affects the distance traveled until settlement. Further work needs to be done to examine how flow unsteadiness and behavioral control affect these and other predic- tions. In particular, the processes influencing attachment and settlement sensu stricto need to be elucidated. Comparison of predictive models of settlement After a threshold distance below which no larvae is capable of settling (a phenomenon also observed by Elliott 1971), the numerical simulation predicts that the relationship between number of larvae in suspension and distance from the release point is linear (Fig. 4A). This differs from the negative exponential relationship ob- served by McLay (1970). This prediction will only hold, however, if all larvae are released in identical flow con- ditions. A simulation that includes spatial variation in current speed predicts that the relationship between number of larvae remaining in the water column and distance from the release point will have the familiar exponential shape (Eq. 1, Fig. 4B). It is conceivable that other processes may lead to the same results. Never- theless, it is well known that vertical speed profiles vary laterally across stream channels (Ciborowski 1983) and it is certain that all-channel experiments expose organ- isms to a variety of flow regimes. Therefore, incorpo- rating spatial variance in current speed is not unrealistic and it is heartening that it was sufficient to match em- pirical data. Analysis of this simulation reveals that the expo- nential shape results from the initial settling of organ- isms in areas of slow flow, while those experiencing higher flows continue in suspension. This not only agrees with reports that drifting organisms are commonly car- ried to areas of slow flow near the margins (Ciborowski 1983), but also underlines the need to measure flow at local scales, and the importance of current speed as a deterrent to settlement. When compared with the findings of Elliott (1971) the predictions of the model are also revealing. The re- lationship between mean distance and current speed can be described by a power function (Eq. 3, Fig. 5). But while in the experiments of Elliott (1971) b1 = 1.3 for Simulium spp., in the simulation the exponent bl varies with the height at which larvae were released. The higher the average height-of-release the smaller the exponent. This result makes intuitive sense: if organisms are re- leased high in the water column, the distances traveled until contact (which increase linearly with current speed, bl = 1, Eq. 5), will be so large they mask, in a statistical This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 221 sense, the effect of current speed during the next stages of settlement. This may be the reason the relationship between distance and current speed is often linear in conventional, all-channel experiments (Elliott 1971; Ciborowski and Corkum 1979; Allan and Feifarek 1989; Larkin and McKone 1985). The value of the exponent, therefore, provides no information about the probability of settlement in different local flow conditions. This finding again underscores the inability of experiments performed at large scales to capture all the processes that affect settlement of organisms in heterogeneous envi- ronments. In conclusion, simulations using the model presented in this paper can match empirical data from the litera- ture. The conditions under which the model fits empir- ical data are quite parsimonious and may pinpoint mechanisms that underlie the patterns found in nature. The model presented highlights the shortcomings and also provides a mechanistic bridge between the two pre- existing models. Although it was obvious that the models of both McLay (1970) and Elliott (1971) had to stem from the same group of processes the connections had not yet been formally proposed. Do local current speeds influence distributions in streams? Although current speed decreases the probability of settlement of an individual larva on a substrate, at the population level the number of organisms drifting over a substrate per unit time increases with current speed. The flux of organisms (number of individuals cm-1 x cm s-1 = number of individuals s-1, F) should increase linearly with current speed (F = aV, Fig. 6A). Fig. 6A-E The number of col- onists is influenced both by the A. rate of delivery of organisms and by the rate of settlement. If A flux (number of individu- als s-') increases linearly with current speed, and B settlement / rate (number of individu- als individual-' s-1) increases with the inverse of current speed, then C the number of colonists (number of individu- als) will be independent of Current speed current speed. However, if D the relationship between set- tlement and current speed has an exponent smaller than -1, for example -1.5, then E num- ber of colonists will decrease with current speed Therefore current speed has two opposite effects at the population level: decreased settlement but increased availability of organisms. Because Elliott (1971), and more recently Allan and Feifarek (1989), report several cases in which rates of settlement (number of individu- als individual-' s-~) increased with the inverse of cur- rent speed (R = b ', Fig. 6B), it has been argued that the two effects of current speed cancel each other. In that case the final number of colonists (number of individu- als), is independent of the local current speed (Fig. 6D). Hinging on a strictly linear inverse relationship be- tween settlement rate and current speed, this argument is weak for several reasons. First, the fact that organisms are encountering a variety of local flow regimes upon reaching the streambed adds variance to the data. That variance decreases the statistical power of the curve-fit- ting tests. There are several studies in which exponents smaller than -1 were found in the relationship between settlement rate and free stream current speed (Elliott 1971; Ciborowski and Corkum 1979; Allan and Feifarek 1989). Those exponents are, however, not statistically different from -1 due to high variance (D.M. Fonseca, personal observations). Second, as I have mentioned before, when organisms are released away from the streambed, the resulting rate of settlement reflect over- whelmingly the distances traveled by drifting organisms until making contact with a substrate. These distances increase linearly with current speed, as is clear from analysis of the physical model (Eq. 5). The magnitude of the effects of current speed at this scale therefore de- creases the probability of detection of constraints on settlement at local scales. Finally, it is also possible the relationship between flux of organisms and current speed may not be linear at local scales. This could occur for example, if organisms have a higher tendency to exit B. C. z Z Current speed Current speed D. E. a Current speed Current speed This content downloaded from 165.123.34.86 on Sat, 14 Jun 2014 14:05:17 PM All use subject to JSTOR Terms and Conditions 222 slow than fast areas (Corkum et al. 1977; Fonseca and Hart 1996), providing a high number of colonists to other slow areas close by. In the laboratory experiments reported in this paper the rate of settlement of black fly larvae decreases with the power of current speed with exponents smaller than -1 (Fig. 6D). In this case, the putative linear increase in flux of organisms with current speed does not cancel the negative effect of current speed (Fig. 6E). Although one may argue that black fly larvae are particularly vulner- able to settlement constraints because they cannot swim, they have a sophisticated anchoring system that allows them to attach to substrates even in very fast flows (Reidelbach and Kiel 1990). In contrast, Elliott (1971), for example, reported seeing nymphs of Rhithrogena semicolorata, a mayfly usually found in fast-flowing waters, touching the substratum several times, while traveling downstream, before being able to settle. Also, Ciborowski (1987) found that mayfly nymphs that usu- ally occur in fast flows are transported laterally to slow flow areas in the margins of the stream after drifting. It is possible, therefore, that although swimming organ- isms may contact the substrate faster than predicted by the physical model, they may have difficulty attaching and settling. Fast-flowing areas have high rates of food delivery that favor suspension-feeders, and high algal production (Pfeiffer and McDiffett 1975) that favors grazers. Al- though in streams it is estimated that up to 80% of the organisms colonizing new substrates are transported by water currents (Brittain and Eikeland 1988 and refer- ences therein; Mackay 1992), the possibility of the ex- istence of constraints to the settlement of lotic organisms has received almost no attention. I propose that con- straints to settlement from the drift onto fast flowing areas may impact the foraging behavior and distribu- tions of stream organisms and ultimately population dynamics in streams. Acknowledgements I thank Warren Ewens, Erik Silldorff, and Leo Shapiro for very fruitful discussions. 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