Shortcuts in biodiversity research: What determines the performance of higher taxa as surrogates for species?

Convergence in floodplain pond communities indicates different pathways to community assembly

Disturbance can strongly influence ecosystems, yet much remains unknown about the relative importance of key processes (selection, drift, and dispersal) in the recovery of ecological communities following disturbance. We combined field surveys with a field experiment to elucidate mechanisms governing the recovery of aquatic macroinvertebrates in habitats of an alluvial floodplain following flood disturbance. We monitored macroinvertebrates in 24 natural parafluvial habitats over 60 days after a major flood, as well as the colonization of 24 newly-built ponds by macroinvertebrates over 45 days in the same floodplain. We examined the sources of environmental variation and their relative effects on aquatic assemblages using a combination of null models and Mantel tests. We also used a joint species distribution model to investigate the importance of primary metacommunity structuring processes during recovery: selection, dispersal, and drift. Contrary to expectations, we found that beta diversity actually decreased among natural habitats over time after the flood or the creation of the ponds, instead of increasing. This result was despite environmental predictors showing contrasting patterns for explaining community variation over time in the natural habitats compared with the experimental ponds. Flood heterogeneity across the floodplain and spatial scale differences between the experimental ponds and the natural habitats seemingly constrained the balance between deterministic and stochastic processes driving the ecological convergence of assemblages over time. While environmental selection was the dominant structuring process in both groups, biotic interactions also had a prominent influence on community assembly. These findings have profound implications towards understanding metacommunity structuring in riverscapes that includes common linkages between disturbance heterogeneity, spatial scale properties, and community composition.

Supplementary Information

The online version contains supplementary material available at 10.1007/s00027-023-00957-9.

Progress in 'taxonomic sufficiency' in aquatic biological investigations

The 'taxonomic sufficiency' (TS) approach has been applied to algae, protists, invertebrates, and vertebrates, generally by aggregating species-level abundance data to a higher taxonomic level, where genus-level data are often highly correlated with species-level data and are a valid proxy level. The TS approach offers the possibility of a comparison of data from different geographical areas and highlights the effects of contaminants. The TS approach is stable in the face of different researchers and in the comparison of long-term biological survey data. The effectiveness of the TS approach may increase with increasing environmental gradients or spatial area. The TS approach should be avoided when the spatial area is small and small differences in species-level data are considered important, so as not to cancel out the distribution patterns specific to the local environment of the biological taxa.

Concordância entre plantas regenerantes, formigas e outros artrópodes na Mata Atlântica: a importância da identidade das árvores no dossel

RESUMO O monitoramento das práticas de restauração é um processo caro, mas essencial para verificar o seu sucesso. Uma forma de reduzir os custos amostrais é por meio da utilização de indicadores de biodiversidade, termo utilizado para um grupo funcional ou taxonômico que é concordante com outro grupo. O objetivo deste trabalho foi avaliar a concordância entre a riqueza e a composição de plantas regenerantes, formigas e outros artrópodes sob o dossel de quatro espécies arbóreas em uma área de restauração na Mata Atlântica, Brasil, bem como determinar a relação das comunidades biológicas com parâmetros ambientais e espaciais. Foi encontrado que as variáveis ambientais, muitas vezes ligadas a identidade da árvore, são preponderantes para determinar a relação entre formigas, outros artrópodes e plantas regenerantes. Além disso, as formigas demonstraram ser indicadores fracos da diversidade e composição de plantas regenerantes e outros artrópodes e essa relação não foi guiada pelas variáveis ambientais e espaciais. Assim, os resultados aqui encontrados recomendam cautela ao utilizar formigas como indicadores de biodiversidade de plantas e outros artrópodes em programas de monitoramento na Mata Atlântica.

Does taxonomic and numerical resolution affect the assessment of invertebrate community structure in New World freshwater wetlands?

The efficiency of biodiversity assessments and biomonitoring studies is commonly challenged by limitations in taxonomic identification and quantification approaches. In this study, we assessed the effects of different taxonomic and numerical resolutions on a range of community structure metrics in invertebrate compositional data sets from six regions distributed across North and South America. We specifically assessed the degree of similarity in the metrics (richness, equitability, beta diversity, heterogeneity in community composition and congruence) for data sets identified to a coarse resolution (usually family level) and the finest taxonomic resolution practical (usually genus level, sometimes species or morphospecies) and by presence-absence and relative abundance numerical resolutions. Spearman correlations showed highly significant and positive associations between univariate metrics (richness and equitability) calculated for coarse- and finest-resolution datasets. Procrustes analysis detected significant congruence between composition datasets. Higher correlation coefficients were found for datasets with the same numerical resolutions regardless of the taxonomic level (about 90%), while the correlations for comparisons across numerical resolutions were consistently lower. Our findings indicate that family-level resolution can be used as a surrogate of finer taxonomic resolutions to calculate a range of biodiversity metrics commonly used to describe invertebrate community structure patterns in New World freshwater wetlands without significant loss of information. However, conclusions on biodiversity patterns derived from datasets with different numerical resolutions should be critically considered in studies on wetland invertebrates.

Relationships between invertebrate benthos, environmental drivers and pollutants at a subcontinental scale

Marine ecosystems are structured by an array of natural and anthropogenic drivers, their diverse influences varying between different community types and across space. We assessed consistency in variation in composition and richness for three communities (macro- and meio-faunal communities associated with macroalgae, and soft-sediment infaunal communities) across natural and pollution gradients at the subcontinental scale of southeastern Australia. Community structure varied with natural environmental factors (temperature, wave exposure) and, to a lesser extent, pollutant loads (catchment effects, heavy metals, hydrocarbons and nutrients) across 43 sites spanning 2700 km. The community types showed differing sensitivities to pollutants: algal macrofauna was most strongly associated with hydrocarbon pollution and nutrient loading; algal meiofauna with heavy metals and nutrients; and infauna with catchment effects and nutrients. Different taxonomic resolutions were needed to detect significant pollution relationships for the three community types, indicating that monitoring programmes are most effective if pollutant- and fauna-specific.

Alternatives for the biomonitoring of fish and phytoplankton in tropical streams

Biomonitoring programs need to balance accurate responses in assessments of changes in biological communities with sampling that is fast and low cost. In this study, we evaluated the concordance among fish and phytoplankton communities of streams. We tested the cross-taxa surrogacy, taxonomic, numerical resolution and ecological substitute group (habitat use and trophic guilds) resolution with Procrustes analyses aim of simplifying the biomonitoring process. We collect a total fish abundance of 8,461 individuals, represented by the ecological classes of habitat, including benthic, nektonic, nektobenthic, marginal and trophic guilds by detritivore, terrestrial invertivore, aquatic invertivore, piscivore, algivore and herbivore. We sampled a phytoplankton total density of 1,466.68 individuals/ml, represented by four Morphology-Based Functional Groups and nine Reynolds Functional Groups. Our results don’t support the use of substitute groups among fish and phytoplankton. For fish, habitat use and trophic guild are good surrogates for species-level data. Additionally, our results don’t support the use of functional groups as surrogates for phytoplankton. We suggest the use of higher taxonomic levels (genus and family) and record only the occurrence of species and/or genus for fish and phytoplankton. Our findings contribute to decreasing the costs and time of biomonitoring programs assessments and/or conservation plans on fish and phytoplankton communities of headwater streams.

262 Voyages Beneath the Sea: a global assessment of macro- and megafaunal biodiversity and research effort at deep-sea hydrothermal vents

For over 40 years, hydrothermal vents and the communities that thrive on them have been a source of profound discovery for deep-sea ecologists. These ecosystems are found throughout the world on active plate margins as well as other geologically active features. In addition to their ecologic interest, hydrothermal vent fields are comprised of metallic ores, sparking a nascent industry that aims to mine these metal-rich deposits for their mineral wealth. Here, we provide the first systematic assessment of macrofaunal and megafaunal biodiversity at hydrothermal vents normalized against research effort. Cruise reports from scientific expeditions as well as other literature were used to characterize the extent of exploration, determine the relative biodiversity of different biogeographic provinces, identify knowledge gaps related to the distribution of research effort, and prioritize targets for additional sampling to establish biodiversity baselines ahead of potential commercial exploitation. The Northwest Pacific, Southwest Pacific, and Southern Ocean biogeographic provinces were identified as high biodiversity using rarefaction of family-level incidence data, whereas the North East Pacific Rise, Northern East Pacific, Mid-Atlantic Ridge, and Indian Ocean provinces had medium biodiversity, and the Mid-Cayman Spreading Center was identified as a province of relatively low biodiversity. A North/South divide in the extent of biological research and the targets of hydrothermal vent mining prospects was also identified. Finally, we provide an estimate of sampling completeness for each province to inform scientific and stewardship priorities.

The efficiency of Taxonomic Sufficiency for identification of spatial patterns at different scales in transitional waters

Taxonomic Sufficiency (TS), the use of coarser taxonomic resolution in monitoring plans, has been receiving increasing attention in last years. A comprehensive dataset of macrobenthos from 18 Italian lagoons in a range of different latitude, typology, salinity and surface area, was analysed in order to test the efficiency of TS, in terms of correlation between patterns at level of species and patterns resulting from different levels of taxonomic aggregation. First, TS was applied on a range of univariate indices, providing complementary information on macrobenthic community, in order to test the efficiency, in a contest of different taxonomic composition, and different number of lower taxa belonging to the same higher taxon in each lagoon. Then, TS was applied on multivariate analyses, in order to test whether the efficiency changes between two different scales: local (comparison of sites nested within each lagoon) and regional (comparison among lagoons), and with different data transformation. The patterns resulting from univariate indices and multivariate analyses, at both local and regional scales, were retained till family level, despite the different levels of taxonomic composition and different number of lower taxa belonging to the same higher taxon of different lagoons. Nevertheless, the correlation values among matrices and the effect of data transformation differed between regional and local scales. Our results support the efficiency of TS until family level, but at the same time underline the need of scale- and region-specific baseline knowledge prior application of TS in lagoons.

Assessing the effectiveness of surrogates for species over time: Evidence from decadal monitoring of a Mediterranean transitional water ecosystem

The use of higher taxa or alternative approach to species surrogacy, such as the BestAgg procedure, could represent cost-effective solutions to avoid expensive species-level identifications in monitoring activities, especially on the long term. However, whether a set of surrogates would be effective in subsequent reiteration of the same assessment remains largely unsolved. We used a long-term dataset on macro-benthic assemblages to test the hypothesis that family-level and BestAgg surrogates which are effective for a limited period of monitoring could be successfully applied to quantify community patterns also in subsequent monitoring programmes. The effectiveness of surrogates in detecting temporal variations in assemblage structure as at species level remained basically unaffected over a decade. Recognizing once and for all if species surrogacy may have a practical value for monitoring will strongly depend on future assessments of the potential of surrogates to reflect community changes and to retain this prerogative over time.

Taxonomic resolution and functional traits in the analysis of tropical oribatid mite assemblages

We analysed species-level datasets representing Oribatida assemblages along a gradient of old-growth primary tropical forests, secondary forests, and plantation forests in Dong Nai Biosphere Reserve, Vietnam. We identified patterns in abundance, species richness and species assemblages of Oribatida, then applied taxonomic sufficiency approach to the datasets. Using three levels of higher-taxon aggregation, we evaluated whether aggregated datasets are useful in identifying ecological patterns, in comparison to species-level data. Species-level data on Oribatida assemblages clearly separated plantation forests from other forest environments; there was no significant separation between primary and secondary forests. Geographical structuring of species-level assemblages was significant, separating sites from two regions of the reserve. There was a significant concordance between multivariate ordination plots produced for species-level and aggregated (families, suborders/superfamilies) datasets, with Oribatida assemblages of plantation forests consistently separated from two other forest types. Mycobatidae (at family level) and Ceratozetoidea (at suborder/superfamily level) were indicators of plantation forests. The coarsest taxonomic resolution dataset with only four aggregated groups produced no separation of Oribatida assemblages by forest type or region. Moderate level of taxonomic aggregation applied to Oribatida community data did not cause great differences in patterns revealed by multivariate analysis, and therefore could be a valid approach to analysing the structure of tropical Oribatida assemblages. The taxonomic level of suborders and Brachypylina superfamilies appears to be the best compromise for ecological information and ease of identification. Two traits-body size and reproductive mode-were recorded for collected Oribatida species. Community-weighted mean trait value, modified Mason's index of functional divergence, and Rao's index of functional diversity were calculated for each trait in each of the sampled Oribatida assemblages. Sexual reproduction was a dominant reproductive mode in soil Oribatida and did not vary across forest types, indicating similar levels of resource limitation for this trait. For body size, lower functional divergence in plantation forests suggests less scope for niche differentiation and higher competition among different body sizes in this forest type. Use of functional traits can enhance and complement the analysis of Oribatida communities, but more data are needed on feeding- and diet-related traits in tropical Oribatida.

Shortcuts in biodiversity research: What determines the performance of higher taxa as surrogates for species?

Biodiversity research is often impeded by the time and resources required to identify species. One possible solution is to use higher taxa to predict species richness and community composition. However, previous studies have shown that the performance of higher taxa as surrogates for species is highly variable, making it difficult to predict whether the method will be reliable for a particular objective. Using 8 independent datasets, I tested whether higher taxa accurately characterize the responses of beetle and ant communities to environmental drivers. For each dataset, ordinations were carried out using species and higher taxa, and the two compared using the Procrustes m² statistic (a scale‐independent variant of Procrustes sum of squares). I then modelled the relationship between five hypothesised explanatory variables and 1) Procrustes m², and 2) the coefficient of determination (R²) for the correlation between richness of species and higher taxa. The species to higher taxon ratio, community structure, beta diversity, completeness of sampling, and taxon (beetles or ants) were all significant predictors of m², together explaining 88% of the variance. The only significant predictor of R² was the species to higher taxon ratio, which explained 45% of the variance. When using higher taxa to predict community composition, better performance is expected when the ratio of species to higher taxa is low, in communities with high evenness and high species turnover, and when there is niche conservation within higher taxa. When using higher taxa to predict species richness, effective surrogacy can be expected when the species to higher taxon ratio is very low. When it is not, surrogacy performance may be strongly influenced by stochastic factors, making predictions of performance difficult.