Caterpillar movement mediates spatially local interactions and determines the relationship between population density and contact

BACKGROUND

While interactions in nature are inherently local, ecological models often assume homogeneity across space, allowing for generalization across systems and greater mathematical tractability. Density-dependent disease models are a prominent example of models that assume homogeneous interactions, leading to the prediction that disease transmission will scale linearly with population density. In this study, we examined how the scale of larval butterfly movement interacts with the resource landscape to influence the relationship between larval contact and population density in the Baltimore checkerspot (Euphydryas phaeton). Our study was inspired by the recent discovery of a viral pathogen that is transmitted horizontally among Baltimore checkerspot larvae.

METHODS

We used multi-year larvae location data across six Baltimore checkerspot populations in the eastern U.S. to test whether larval nests are spatially clustered. We then integrated these spatial data with larval movement data in different resource contexts to investigate whether heterogeneity in spatially local interactions alters the assumed linear relationship between larval nest density and contact. We used Correlated Random Walk (CRW) models and field observations of larval movement behavior to construct Probability Distribution Functions (PDFs) of larval dispersal, and calculated the overlap in these PDFs to estimate conspecific contact within each population.

RESULTS

We found that all populations exhibited significant spatial clustering in their habitat use. Subsequent larval movement rates were influenced by encounters with host plants and larval age, and under many movement scenarios, the scale of predicted larval movement was not sufficient to allow for the "homogeneous mixing" assumed in density dependent disease models. Therefore, relationships between population density and larval contact were typically non-linear. We also found that observed use of available habitat patches led to significantly greater contact than would occur if habitat use were spatially random.

CONCLUSIONS

These findings strongly suggest that incorporating larval movement and spatial variation in larval interactions is critical to modeling disease outcomes in E. phaeton. Epidemiological models that assume a linear relationship between population density and larval contact have the potential to underestimate transmission rates, especially in small populations that are already vulnerable to extinction.

Impact of chronic stylet-feeder infestation on folivore-induced signaling and defenses in a conifer

Our understanding of how conifers respond biochemically to multiple simultaneous herbivore attacks is lacking. Eastern hemlock (Tsuga canadensis; 'hemlock') is fed on by hemlock woolly adelgid (Adelges tsugae; 'adelgid') and by later-instar gypsy moth (Lymantria dispar; 'gypsy moth') caterpillars. The adelgid is a stylet-feeding insect that causes a salicylic acid (SA)-linked response in hemlock, and gypsy moth larvae are folivores that presumably cause a jasmonic acid (JA)-linked response. This system presents an opportunity to study how invasive herbivore-herbivore interactions mediated through host biochemical responses. We used a factorial field experiment to challenge chronically adelgid-infested hemlocks with gypsy moth caterpillars. We quantified 17 phytohormones, 26 phenolic and terpene metabolites, and proanthocyanidin, cell wall-bound (CW-bound) phenolic, and lignin contents. Foliage infested with adelgid only accumulated gibberellins and SA; foliage challenged by gypsy moth only accumulated JA phytohormones. Gypsy moth folivory on adelgid-infested foliage reduced the accumulation of JA phytohormones and increased the SA levels. Both herbivores increased CW-bound phenolics and gypsy moth increased lignin content when feeding alone but not when feeding on adelgid-infested foliage. Our study illustrates the importance of understanding the biochemical mechanisms and signaling antagonism underlying tree responses to multiple stresses and of disentangling local and systemic stress signaling in trees.

Changes in Tea Plant Secondary Metabolite Profiles as a Function of Leafhopper Density and Damage

Insect herbivores have dramatic effects on the chemical composition of plants. Many of these induced metabolites contribute to the quality (e.g., flavor, human health benefits) of specialty crops such as the tea plant (Camellia sinensis). Induced chemical changes are often studied by comparing plants damaged and undamaged by herbivores. However, when herbivory is quantitative, the relationship between herbivore pressure and induction can be linearly or non-linearly density dependent or density independent, and induction may only occur after some threshold of herbivory. The shape of this relationship can vary among metabolites within plants. The tea green leafhopper (Empoasca onukii) can be a widespread pest on tea, but some tea farmers take advantage of leafhopper-induced metabolites in order to produce high-quality "bug-bitten" teas such as Eastern Beauty oolong. To understand the effects of increasing leafhopper density on tea metabolites important for quality, we conducted a manipulative experiment exposing tea plants to feeding by a range of E. onukii densities. After E. onukii feeding, we measured volatile and non-volatile metabolites, and quantified percent damaged leaf area from scanned leaf images. E. onukii density had a highly significant effect on volatile production, while the effect of leaf damage was only marginally significant. The volatiles most responsive to leafhopper density were mainly terpenes that increased in concentration monotonically with density, while the volatiles most responsive to leaf damage were primarily fatty acid derivatives and volatile phenylpropanoids/benzenoids. In contrast, damage (percent leaf area damaged), but not leafhopper density, significantly reduced total polyphenols, epigallocatechin gallate (EGCG), and theobromine concentrations in a dose-dependent manner. The shape of induced responses varied among metabolites with some changing linearly with herbivore pressure and some responding only after a threshold in herbivore pressure with a threshold around 0.6 insects/leaf being common. This study illustrates the importance of measuring a diversity of metabolites over a range of herbivory to fully understand the effects of herbivores on induced metabolites. Our study also shows that any increases in leafhopper density associated with climate warming, could have dramatic effects on secondary metabolites and tea quality.

Plant-Climate Interaction Effects: Changes in the Relative Distribution and Concentration of the Volatile Tea Leaf Metabolome in 2014-2016

Climatic conditions affect the chemical composition of edible crops, which can impact flavor, nutrition and overall consumer preferences. To understand these effects, we sampled tea (Camellia sinensis (L.) Kuntze) grown in different environmental conditions. Using a target/nontarget data analysis approach, we detected 564 metabolites from tea grown at two elevations in spring and summer over 3 years in two major tea-producing areas of China. Principal component analysis and partial least squares-discriminant analysis show seasonal, elevational, and yearly differences in tea from Yunnan and Fujian provinces. Independent of location, higher concentrations of compounds with aromas characteristic of farmers' perceptions of high-quality tea were found in spring and high elevation teas. Yunnan teas were distinct from Fujian teas, but the effects of elevation and season were different for the two locations. Elevation was the largest source of metabolite variation in Yunnan yet had no effect in Fujian. In contrast seasonal differences were strong in both locations. Importantly, the year-to-year variation in chemistry at both locations emphasizes the importance of doing multi-year studies, and further highlights the challenge farmers face when trying to produce teas with specific flavor/health (metabolite) profiles.

Environmental Factors Variably Impact Tea Secondary Metabolites in the Context of Climate Change

Climate change is impacting food and beverage crops around the world with implications for environmental and human well-being. While numerous studies have examined climate change effects on crop yields, relatively few studies have examined effects on crop quality (concentrations of nutrients, minerals, and secondary metabolites). This review article employs a culturally relevant beverage crop, tea (Camelia sinensis), as a lens to examine environmental effects linked to climate change on the directionality of crop quality. Our systematic review identified 86 articles as relevant to the review question. Findings provide evidence that shifts in seasonality, water stress, geography, light factors, altitude, herbivory and microbes, temperature, and soil factors that are linked to climate change can result in both increases and decreases up to 50% in secondary metabolites. A gap was found regarding evidence on the direct effects of carbon dioxide on tea quality, highlighting a critical research area for future study. While this systematic review provides evidence that multiple environmental parameters are impacting tea quality, the directionality and magnitude of these impacts is not clear with contradictory evidence between studies likely due to confounding factors including variation in tea variety, cultivar, specific environmental and agricultural management conditions, and differences in research methods. The environmental factors with the most consistent evidence in this systematic review were seasonality and water stress with 14 out of 18 studies (78%) demonstrating a decrease in concentrations of phenolic compounds or their bioactivity with a seasonal shift from the spring and /or first tea harvest to other seasons and seven out of 10 studies (70%) showing an increase in levels of phenolic compounds or their bioactivity with drought stress. Herbivory and soil fertility were two of the variables that showed the greatest contradictory evidence on tea quality. Both herbivory and soil fertility are variables which farmers have the greatest control over, pointing to the importance of agricultural management for climate mitigation and adaptation. The development of evidence-based management strategies and crop breeding programs for resilient cultivars are called for to mitigate climate impacts on crop quality and overall risk in agricultural and food systems.

Combined impacts of prolonged drought and warming on plant size and foliar chemistry

BACKGROUND AND AIMS

Future shifts in precipitation regimes and temperature are expected to affect plant traits dramatically. To date, many studies have explored the effects of acute stresses, but few have investigated the consequences of prolonged shifts in climatic conditions on plant growth and chemistry.

METHODS

Plant size and metabolite profiles were assessed on naturally occurring Plantago lanceolata plants growing under different precipitation (ambient, 50 % less than ambient = drought) and temperature (ambient, +0.8, +2.4 and +4.0 °C above ambient) treatments at the Boston Area Climate Experiment (constructed in 2007).

KEY RESULTS

The analysis of primary and secondary metabolites revealed pronounced effects of drought, and a precipitation × temperature interaction. Strikingly, the effects of precipitation were minimal at the two lower temperatures but marked at the two higher temperatures. Compared with the ambient condition, plants in the drought plots had lower concentrations of foliar nitrogen, amino acids and most sugars, and higher concentrations of sorbitol, citrate and malate, common stress-induced metabolites. This pattern was especially evident at high temperatures. Moreover, drought-exposed plants showed lower concentrations of catalpol, an iridoid glycoside.

CONCLUSIONS

While the effect of warming on the metabolite profiles was less pronounced, differences were marked when combined with drought. Given the interactive effect of environmental variables on leaf chemistry, and the fact that woody and herbaceous plants seem to differ in their responses to temperature and precipitation, future studies should account for the direct and indirect effects of the community response to multifactorial field conditions.

2014-2016 seasonal rainfall effects on metals in tea (Camelia sinensis (L.) Kuntze)

Plant-climate interactions affect the edible crop composition, impacting flavor, nutrition, and overall consumer liking. In this study, principal components analysis was used to assess the macro- and micronutrient metal concentrations in pre-monsoon (spring), monsoon (summer), and post-monsoon (autumn) tea (Camelia sinensis (L.) Kuntze) from Yunnan Province, China in 2014-2016. Statistical differences were observed (p = 1.35E-24). Fe, Ca, Mg, Mn, Al, and Ba concentrations were higher in June (monsoon) than in March (pre-monsoon) and September (post-monsoon) compared to Pb, K, Cu, Zn, and Na, which were higher in March and September. Although Fe, Ca, Mg, Mn, Al, and Ba concentrations increased during the monsoon season, sensory analysis did not detect metallic taste in either minimally processed or farmer-processed (commercial) teas. This finding shows the seasonal differences in flavor were due to striking differences in organic chemical composition and concentration.

Striking changes in tea metabolites due to elevational effects

Climate effects on crop quality at the molecular level are not well-understood. Gas and liquid chromatography-mass spectrometry were used to measure changes of hundreds of compounds in tea at different elevations in Yunnan Province, China. Some increased in concentration while others decreased by 100's of percent. Orthogonal projection to latent structures-discriminant analysis revealed compounds exhibiting analgesic, antianxiety, antibacterial, anticancer, antidepressant, antifungal, anti-inflammatory, antioxidant, anti-stress, and cardioprotective properties statistically (p = 0.003) differentiated high from low elevation tea. Also, sweet, floral, honey-like notes were higher in concentration in the former while the latter displayed grassy, hay-like aroma. In addition, multivariate analysis of variance showed low elevation tea had statistically (p = 0.0062) higher concentrations of caffeine, epicatechin gallate, gallocatechin, and catechin; all bitter compounds. Although volatiles represent a small fraction of the total mass, this is the first comprehensive report illustrating how normal variations in temperature, 5 °C, due to elevational effects impact tea quality.

Asymmetric biotic interactions and abiotic niche differences revealed by a dynamic joint species distribution model

A species' distribution and abundance are determined by abiotic conditions and biotic interactions with other species in the community. Most species distribution models correlate the occurrence of a single species with environmental variables only, and leave out biotic interactions. To test the importance of biotic interactions on occurrence and abundance, we compared a multivariate spatiotemporal model of the joint abundance of two invasive insects that share a host plant, hemlock woolly adelgid (HWA; Adelges tsugae) and elongate hemlock scale (EHS; Fiorina externa), to independent models that do not account for dependence among co-occurring species. The joint model revealed that HWA responded more strongly to abiotic conditions than EHS. Additionally, HWA appeared to predispose stands to subsequent increase of EHS, but HWA abundance was not strongly dependent on EHS abundance. This study demonstrates how incorporating spatial and temporal dependence into a species distribution model can reveal the dependence of a species' abundance on other species in the community. Accounting for dependence among co-occurring species with a joint distribution model can also improve estimation of the abiotic niche for species affected by interspecific interactions.

Does mycorrhizal status alter herbivore-induced changes in whole-plant resource partitioning?

Both mycorrhizae and herbivore damage cause rapid changes in source-sink dynamics within a plant. Mycorrhizae create long-term sinks for carbon within the roots while damage by leaf-chewing herbivores causes temporary whole-plant shifts in carbon and nitrogen allocation. Thus, induced responses to herbivory might depend on the presence or absence of mycorrhizae. We examined the effects of mycorrhizal presence on induced resource partitioning in tomato (Solanum lycopersicon) in response to cues from a specialist herbivore Manduca sexta. Differences in plant size, growth and in the concentrations of carbon-based (soluble sugars and starch) and nitrogen-based (protein and total nitrogen) resources in three tissue types (apex, stem and roots) were quantified. Both mycorrhizae and simulated herbivory altered the concentrations of carbon- and nitrogen-based resources. Mycorrhizae promoted plant growth, altered sugar and starch levels. Simulated herbivory resulted in lower concentrations of most resources (sugar, starch and protein) in the rapidly growing apex tissue, while causing an increase in stem protein. There was only one interactive effect; the effects of simulated herbivory were much stronger on the sugar concentration in the apex of non-mycorrhizal plants. This clearly demonstrates that both mycorrhizal colonization and herbivore cues cause shifts in carbon- and nitrogen-based resources and further shows there is little interference by mycorrhizae on the direction and magnitude of plant responses to herbivory. Overall, our results suggest that herbivore cues, regardless of mycorrhizal status, reduce allocation to the growing apex while inducing protein storage in the stem, a possible mechanism that could increase the tolerance of plants to damage.

Two invasive herbivores on a shared host: patterns and consequences of phytohormone induction

Herbivore-induced changes in host quality mediate indirect interactions between herbivores. The nature of these indirect interactions can vary depending on the identity of herbivores involved, species-specific induction of defense-signaling pathways, and sequence of attack. However, our understanding of the role of these signaling pathways in the success of multiple exotic herbivores is less known. Eastern hemlock (Tsuga canadensis) is attacked by two invasive herbivores [elongate hemlock scale (EHS; Fiorinia externa) and hemlock woolly adelgid (HWA; Adelges tsugae)] throughout much of its range, but prior attack by EHS is known to deter HWA. The potential role of phytohormones in this interaction is poorly understood. We measured endogenous levels of phytohormones in eastern hemlock in response to attack by these invasive herbivores. We also used exogenous application of methyl jasmonate (MJ) and acibenzolar-S-methyl (ASM), a salicylic acid (SA) pathway elicitor, to test the hypothesis that defense-signaling phytohormones typically induced by herbivores could deter HWA. Resistance to adelgid attack was assessed using a behavioral assay. Adelgid feeding significantly elevated both abscisic acid (ABA) and SA in local tissues, while EHS feeding had no detectable effect on either phytohormone. HWA progrediens and sistens crawlers preferred to settle on ASM-treated foliage. In contrast, HWA crawlers actively avoided settlement on MJ-treated foliage. We suggest that induction of ABA- and SA-signaling pathways, in concert with defense-signaling interference, may aid HWA invasion success, and that defense-signaling interference, induced by exotic competitors, may mediate resistance of native hosts.

Seasonal variation in effects of herbivory on foliar nitrogen of a threatened conifer

Invasive herbivores can dramatically impact the nitrogen (N) economy of native hosts. In deciduous species, most N is stored in stem tissues, while in evergreen conifer species N is stored in needles, making them potentially more vulnerable to herbivory. In eastern forests of the USA, the long-lived, foundational conifer eastern hemlock (Tsuga canadensis) is under the threat of extirpation by the invasive hemlock woolly adelgid (HWA: Adelges tsugae). We assessed the impact of HWA infestation on the patterns of seasonal foliar N availability in hemlock planted in a deciduous forest understory. Over the course of a year, we sampled needles and twigs and measured N, carbon (C), C:N ratio, and total protein concentrations. Tissue sampling events were timed to coincide with key life-history transitions for HWA to determine the association between HWA development and feeding with these foliar nutrients. In uninfested trees, needle and twig N concentrations fluctuated across seasons, indicating the potential importance of N storage and remobilization for the N economy of eastern hemlock. Although N levels in HWA-infested trees also cycled annually, the degree to which N concentrations fluctuated seasonally in tissues was significantly affected by HWA feeding. These fluctuations exceeded N levels observed in control trees and coincided with HWA feeding. HWA feeding generally increased N concentrations but did not affect protein levels, suggesting that changes in N do not occur via adelgid-induced protein breakdown. Herbivore-induced mobilization of N to feeding sites and its rapid depletion may be a significant contributor to eastern hemlock mortality in US forests.

Failure under stress: the effect of the exotic herbivore Adelges tsugae on biomechanics of Tsuga canadensis

BACKGROUND AND AIMS

Exotic herbivores that lack a coevolutionary history with their host plants can benefit from poorly adapted host defences, potentially leading to rapid population growth of the herbivore and severe damage to its plant hosts. The hemlock woolly adelgid (Adelges tsugae) is an exotic hemipteran that feeds on the long-lived conifer eastern hemlock (Tsuga canadensis), causing rapid mortality of infested trees. While the mechanism of this mortality is unknown, evidence indicates that A. tsugae feeding causes a hypersensitive response and alters wood anatomy. This study investigated the effect of A. tsugae feeding on biomechanical properties at different spatial scales: needles, twigs and branches.

METHODS

Uninfested and A. tsugae-infested samples were collected from a common garden experiment as well as from naturally infested urban and rural field sites. Tension and flexure mechanical tests were used to quantify biomechanical properties of the different tissues. In tissues that showed a significant effect of herbivory, the potential contributions of lignin and tissue density on the results were quantified.

KEY RESULTS

Adelges tsugae infestation decreased the abscission strength, but not flexibility, of needles. A. tsugae feeding also decreased mechanical strength and flexibility in currently attacked twigs, but this effect disappeared in older, previously attacked branches. Lignin and twig tissue density contributed to differences in mechanical strength but were not affected by insect treatment.

CONCLUSIONS

Decreased strength and flexibility in twigs, along with decreased needle strength, suggest that infested trees experience resource stress. Altered growth patterns and cell wall chemistry probably contribute to these mechanical effects. Consistent site effects emphasize the role of environmental variation in mechanical traits. The mechanical changes measured here may increase susceptibility to abiotic physical stressors in hemlocks colonized by A. tsugae. Thus, the interaction between herbivore and physical stresses is probably accelerating the decline of eastern hemlock, as HWA continues to expand its range.

Effects of water availability and pest pressures on tea (Camellia sinensis) growth and functional quality

Extreme shifts in water availability linked to global climate change are impacting crops worldwide. The present study examines the direct and interactive effects of water availability and pest pressures on tea (Camellia sinensis; Theaceae) growth and functional quality. Manipulative greenhouse experiments were used to measure the effects of variable water availability and pest pressures simulated by jasmonic acid (JA) on tea leaf growth and secondary metabolites that determine tea quality. Water treatments were simulated to replicate ideal tea growing conditions and extreme precipitation events in tropical southwestern China, a major centre of tea production. Results show that higher water availability and JA significantly increased the growth of new leaves while their interactive effect was not significant. The effect of water availability and JA on tea quality varied with individual secondary metabolites. Higher water availability significantly increased total methylxanthine concentrations of tea leaves but there was no significant effect of JA treatments or the interaction of water and JA. Water availability, JA treatments or their interactive effects had no effect on the concentrations of epigallocatechin 3-gallate. In contrast, increased water availability resulted in significantly lower concentrations of epicatechin 3-gallate but the effect of JA and the interactive effects of water and JA were not significant. Lastly, higher water availability resulted in significantly higher total phenolic concentrations but there was no significant impact of JA and their interaction. These findings point to the fascinating dynamics of climate change effects on tea plants with offsetting interactions between precipitation and pest pressures within agro-ecosystems, and the need for future climate studies to examine interactive biotic and abiotic effects.

How slug herbivory of juvenile hybrid willows alters chemistry, growth and subsequent susceptibility to diverse plant enemies

BACKGROUND AND AIMS

Selective feeding by herbivores, especially at the seedling or juvenile phase, has the potential to change plant traits and ultimately the susceptibility of surviving plants to other enemies. Moreover, since hybridization is important to speciation and can lead to introgression of traits between plant species, differential feeding (herbivore-induced mortality) can influence the expression of resistance traits of hybrids and ultimately determine the consequences of hybridization. While it would be expected that herbivore-induced mortality would lead to greater resistance, there may be trade-offs whereby resistance to one herbivore increases susceptibility to others. The hypothesis was tested that the exotic slug, Arion subfuscus, causes non-random survival of hybrid willows and alters plant: (1) susceptibility to slugs; (2) secondary and nutritional chemistry, and growth; and (3) susceptibility to other phytophages.

METHODS

Two populations of plants, control and selected, were created by placing trays of juvenile willows in the field and allowing slugs access to only some. When ≤10 individuals/tray remained (approx. 85 % mortality), 'selected' and undamaged 'control' trays were returned to a common area. Traits of these populations were then examined in year 1 and in subsequent years.

KEY RESULTS

The selected population was less palatable to slugs. Surprisingly, foliar concentrations of putative defence traits (phenolic glycosides and tannins) did not differ between treatments, but the selected population had higher foliar nitrogen and protein, lower carbon to nitrogen ratio and greater above-ground biomass, indicating that vigorously growing plants were inherently more resistant to slugs. Interestingly, selected plants were more susceptible to three phytophages: an indigenous pathogen (Melampsora epitea), a native herbivorous beetle (Chrysomela knabi) and an exotic willow leaf beetle (Plagiodera versicolora).

CONCLUSIONS

This exotic slug changed the population structure of F2 hybrid willows in unanticipated ways. Defence expression remained unchanged, while nutritional and growth traits changed. These changes caused plants to be more susceptible to other plant enemies. Other exotic herbivore species are anticipated to have similar direct and indirect effects on native plant populations.

Constitutive and herbivore-induced systemic volatiles differentially attract an omnivorous biocontrol agent to contrasting Salix clones

While carnivores are known to be attracted to herbivore-induced plant volatiles, little is known about how such volatiles may affect the behaviour of omnivorous predators that may use both plants and herbivores as food. Here, we examine how systemically produced plant volatiles, in response to local herbivore damage, differentially attract a key omnivorous predator, Anthocoris nemorum (Heteroptera: Anthocoridae), to single clones of three species of Salix: S. viminalis, S. dasyclados and S. cinerea. The profiles of the plant volatiles produced were found to vary among Salix clones and between herbivore-damaged and intact plants. Anthocoris nemorum was attracted to the volatiles released from undamaged plants of all three species, but most strongly to a native S. cinerea clone. Plants damaged by the herbivorous leaf beetle Phratora vulgatissima (Coleoptera: Chrysomelidae) were generally more attractive than undamaged plants, with A. nemorum responding to systemic changes in the damaged plants where the experimental design specifically excluded volatiles released from the actual site of damage. When comparing damaged plants, the S. dasyclados clone was more attractive to A. nemorum than the S. viminalis clone-a somewhat surprising result since this Salix clone is considered relatively resistant to P. vulgatissima, and hence offers a limited amount of prey. Our experiments highlight that both constitutive and induced plant volatiles play a role in omnivore attraction, and this emphasizes the importance of considering odours of released volatiles when cropping and breeding Salix for increased resistance to herbivores.

Herbivore-induced changes in tomato (Solanum lycopersicum) primary metabolism: a whole plant perspective

Induced changes in primary metabolism are important plant responses to herbivory, providing energy and metabolic precursors for defense compounds. Metabolic shifts also can lead to reallocation of leaf resources to storage tissues, thus increasing a plant's tolerance. We characterized whole-plant metabolic responses of tomato (Solanum lycopersicum) 24 h after leaf herbivory by two caterpillars (the generalist Helicoverpa zea and the specialist Manduca sexta) by using GC-MS. We measured 56 primary metabolites across the leaves, stems, roots, and apex, comparing herbivore-attacked plants to undamaged plants and mechanically damaged plants. Induced metabolic change, in terms of magnitude and number of individual concentration changes, was stronger in the apex and root tissues than in undamaged leaflets of damaged leaves, indicating rapid and significant whole-plant responses to damage. Helicoverpa zea altered many more metabolites than M. sexta across most tissues, suggesting an enhanced plant response to H. zea herbivory. Helicoverpa zea herbivory strongly affected concentrations of defense-related metabolites (simple phenolics and precursor amino acids), while M. sexta altered metabolites associated with carbon and nitrogen transport. We conclude that herbivory induces many systemic primary metabolic changes in tomato, and that changes often are specific to a single tissue or type of herbivore. The potential implications of primary metabolic changes are discussed in relation to resistance and tolerance.

Patchy nitrate promotes inter-sector flow and 15N allocation in Ocimum basilicum: a model and an experiment

Root conductance increases under high nitrate conditions. This plasticity might increase water and nutrient transport between parallel xylem pathways, but restrictions to lateral flow - called sectoriality - are expected to limit this crossover. We simulated the effects of a high nitrate patch on root conductance, water uptake and inter-sector water transport, then empirically tested whether a high nitrate patch affects water uptake and nitrogen distribution (applied 15N as 14NH415NO3 to half the root system) within the crowns of split-root hydroponic basil (Ocimum basilicum L.). Simulations showed that at low sectoriality, the proportion of water taken up in a patch scales with the relative change in root resistance and that this fraction decreases with increasing tangential resistance. The effect of sectoriality decreased when a higher background root resistance was assumed. Empirically, water flow through excised basil roots was 1.4 times higher in the high nitrate than the no nitrate solution. In split-root basil, a nitrate patch resulted in a marginally significant increase in the proportion of water taken up from the patch and water uptake patterns significantly predicted the distribution of 15N. Our results suggest that root conductance can mediate nitrogen allocation between sectors, a previously unexplored benefit.

Partial defoliation and hydraulic integration in Ocimum basilicum (Lamiaceae): testing a model for sectored xylem flow using ¹⁵N labeling

PREMISE OF THE STUDY

Xylem sectoriality limits nutrient translocation throughout the plant, which may constrain growth following partial defoliation by herbivores. To date, the implications for nutrient allocation have not been assessed, and sectoriality studies lack a modeling framework for relating intersector transport to the hydraulic properties of the stem.

METHODS

We present an Ohm's law model for sectoriality of xylem transport in basil (Ocimum basilicum), which we parameterized and tested using hydroponically grown split-root basil, pruned to two branches. To evaluate xylem resistance, we forced KCl solution through excised stems along either direct or indirect pathways. To examine the effect of partial defoliation on nutrient allocation, we applied (15)N-NO₃ to one half of the root system after one of three defoliation treatments: uniform, orthostichous to label, or opposite the label.

KEY RESULTS

In support of our model, we found a tight correlation between total water uptake and total leaf area and between the actual and predicted proportions of water taken up from the labeled container. Significantly more ¹⁵N accumulated in orthostichous than in opposite sector leaves for the uniform and opposite defoliation treatments, but not for the orthostichous defoliation treatment. Across individuals, ¹⁵N distribution varied as predicted by the model, but there was generally 10% more ¹⁵N crossover than predicted.

CONCLUSIONS

These results support our model and suggest high potential integration for O. basilicum. The fact that our model consistently underestimated the rate of crossover suggests that other mechanisms are also in play. Future research should evaluate possible mechanisms for this mixing, including the role of transporters in specialized transfer cells.

Herbivore-induced resource sequestration in plants: why bother?

Herbivores can cause numerous changes in primary plant metabolism. Recent studies using radioisotopes, for example, have found that insect herbivores and related cues can induce faster export from leaves and roots and greater partitioning into tissues inaccessible to foraging herbivores. This process, termed induced resource sequestration, is being proposed as an important response of plants to cope with herbivory. Here, we review the evidence for resource sequestration and suggest that associated allocation and ecological costs may limit the benefit of this response because resources allocated to storage are not immediately available to other plant functions or may be consumed by other enemies. We then present a conceptual model that describes the conditions under which benefits might outweigh costs of induced resource sequestration. Benefits and costs are discussed in the context of differences in plant life-history traits and biotic and abiotic conditions, and new testable hypotheses are presented to guide future research. We predict that intrinsic factors related to life history, ontogeny and phenology will alter patterns of induced sequestration. We also predict that induced sequestration will depend on certain external factors: abiotic conditions, types of herbivores, and trophic interactions. We hope the concepts presented here will stimulate more focused research on the ecological and evolutionary costs and benefits of herbivore-induced resource sequestration.

Use of gaseous 13NH3 administered to intact leaves of Nicotiana tabacum to study changes in nitrogen utilization during defence induction

Nitrogen-13 (t(1/2) 9.97 m), a radioactive isotope of nitrogen, offers unique opportunities to explore plant nitrogen utilization over short time periods. Here we describe a method for administering (13)N as gaseous (13)NH(3) to intact leaves of Nicotiana tabacum L. (cv Samsun), and measuring the labelled amino acids using radio high-performance liquid chromatography (HPLC) on tissue extract. We used this method to study the effects of defence induction on plant nitrogen utilization by applying treatments of methyl jasmonate (MeJA), a potent defence elicitor. MeJA caused a significant increase relative to controls in key [(13)N]amino acids, including serine, glycine and alanine by 4 h post-treatment, yet had no effect on (13)NH(3) incorporation, a process that is primarily under the control of the glutamine synthatase/glutamate synthase pathway (GS/GOGAT) in cellular photorespiration. We suggest that the reconfiguration of nitrogen metabolism may reflect induction of non-photorespiratory sources of nitrogen to better serve the plant's defences.

Methyl jasmonate elicits rapid changes in carbon and nitrogen dynamics in tomato

• Evidence is emerging to support the notion that in response to herbivory, plants undergo changes in their primary metabolism and are able to fine-tune the allocation of new and existing resources and temporarily direct them to storage organs. • We hypothesized that simulated herbivory increases the export of resources out of the affected tissues and increases allocation to roots. We used short-lived radioisotopes to study in vivo the dynamics of newly incorporated (11)CO(2) and (13)NH(3). Methyl jasmonate (MeJA), a known defense elicitor, was applied to the foliage of tomato plants and 4 h later we monitored leaf uptake, export and whole-plant allocation of [(11)C]photosynthate and [(13)N]amino acids. • There was a marginally significant decrease in the fixation of (11)CO(2), and an increase in the export of newly acquired carbon and nitrogen out of MeJA-treated leaves. The proportion of nitrogen allocated to roots increased, whereas the proportion of carbon did not change. • These results are in agreement with our hypotheses, showing a change in the allocation of resources after treatment with MeJA; this may reduce the chance of resources being lost to herbivores and act as a buffer to biotic stress by increasing the potential for plant regrowth and survival after the attack.

Partitioning of new carbon as ¹¹C in Nicotiana tabacum reveals insight into methyl jasmonate induced changes in metabolism

We examined the timeline by which methyl jasmonate (MeJA) reprograms new carbon partitioning into key metabolite pools. The radioactive isotope ¹¹C (t(¹/₂) 20.4 min), administered to intact leaves of Nicotiana tabacum L. (cv Samsun) as ¹¹CO(2) gas enabled us to measure changes in new carbon partitioning into soluble sugar and amino acid pools of [¹¹C]photosynthate. A 500 μM MeJA treatment resulted in a decrease in the [¹¹C]soluble sugar pool and an increase in the [¹¹C]amino acid pool after 4 h. This pattern was more pronounced 15 h after treatment. We also examined the timeline for ¹¹C-partitioning into aromatic amino acid metabolites of the shikimate pathway. [¹¹C]Tyrosine, [C¹¹C]phenylalanine and [¹¹C]tryptophan were elevated 1.5-fold, 12-fold and 12-fold, respectively, relative to controls, 4 h after MeJA treatment, while endogeneous pools were unchanged. This suggests that only new carbon is utilized during early stages of defense induction. By 15 h, [C¹¹C]tyrosine and [¹¹C]phenylalanine returned to baseline while [¹¹C]tryptophan was elevated 30-fold, suggesting that MeJA exerts selective control over the shikimate pathway. Finally, we measured trans-cinnamic acid levels as a gauge of downstream phenolic metabolism. Levels were unchanged 4 h after MeJA treatment relative to controls, but were increased 2-fold by 15 h, indicating a lag in response of secondary metabolism.

Evolution of plant defenses in nonindigenous environments

Exotic plants provide a unique opportunity to explore the evolution of defense allocation in plants. Many studies have focused on whether enemy release leads to a change in defense allocation. Little research has focused on induced defenses and on how resource availability in the nonindigenous range might cause evolutionary shifts in defense trait allocation. We examine (a) the major evolutionary hypotheses predicting defense expression in plants, (b) the hypotheses explaining defense evolution of exotic species, and (c) the importance of geographic variation in ecological interactions to defense evolution (geographic mosaics). In addition, we review the strengths and weaknesses of experimental approaches, present case studies, and suggest areas that deserve further attention.

Contrasting below- and aboveground responses of two deciduous trees to patchy nitrate availability

We investigated how patchy nitrate availability influences growth and functioning of plant roots and generates, through vascular constraints on long-distance transport, aboveground heterogeneity in plant growth and chemistry. We examined two broadleaf tree species, Acer rubrum L. and Betula papyrifera Marsh. Plants were grown either in a split-root setup where a single root received full nutrient supply and the rest of the root system received all nutrients except nitrogen (patchy treatment), or in a single pot with full nutrient supply (homogeneous treatment). In both species, fine roots proliferated in the nitrogen patch, but B. papyrifera produced twice as much fine root biomass in response to patchy nitrate availability as did A. rubrum. There was no difference between treatments in nitrogen uptake rate in either species. In general, specific water uptake was higher in A. rubrum than in B. papyrifera, especially in the nitrogen-rich side pot. When nitrate availability was patchy, nitrate reductase activity in roots and leaves was unaffected in either species. In A. rubrum, but not in B. papyrifera, patchy nitrate supply resulted in aboveground heterogeneity, with leaves above the N-fertilized roots being larger and having a higher relative chlorophyll concentration than those inserted in the opposite quater of the stem.

Specificity of phenolic glycoside induction in willow seedlings (Salix sericea) in response to herbivory

Salix sericea (Marsh.) (Salicaceae) seedlings were used to investigate phytochemical induction of phenolic glycosides following beetle herbivory. Seven-week-old full-sibling seedlings were subjected to one of three damage treatments: Plagiodera versicolora adults, P. versicolora larvae, or Calligrapha multipunctata bigsbyana adults. Salicylate concentrations were measured locally (within damaged leaves) and systemically (above and below damaged leaves) 4 d later. Herbivory caused differential salicylate induction; 2'-cinnamoylsalicortin was induced, whereas salicortin was not. The induction of 2'-cinnamoylsalicortin was not specific with regard to the species or developmental stage of beetle tested but did vary with leaf age: induction occurred in the younger undamaged leaves but not in the damaged leaves or in the older undamaged leaves. The amount of leaf area consumed had no detectable effect on induction, indicating an "all-or-none" response triggered by even small amounts of herbivory. Locally, herbivory caused a decrease in salicortin concentrations, probably because of degradation within the damaged leaves. These results suggest a specific but generalized induced response to these leaf-feeding beetles.

Dynamic changes in root hydraulic properties in response to nitrate availability

Changes in root hydraulic resistance in response to alterations in nitrate supply were explored in detail as a potential mechanism that allows plants to respond rapidly to changes in their environment. Sunflower (Helianthus annuus cv. Holiday) plants grown hydroponically with limited nitrate availability (200 micromol l(-1)) served as our model system. Experimental plants were 6-9-weeks-old with total dry mass of 2-4 g. Root pressurization of intact plants and detached root systems was used to elucidate the temporal dynamics of root hydraulic properties in sunflower plants following changes in external nitrate availability. The response was rapid, with a 20% decrease in hydraulic resistance occurring within the first hour after the addition of 5 mM nitrate and the magnitude of the effect was dependent on nitrate concentration. The change in root hydraulic resistance was largely reversible, although the temporal dynamics of the response to nitrate addition versus nitrate withdrawal was not symmetric (a gradual decrease in resistance versus its fast increase), raising the possibility that the underlying mechanisms may also differ. Evidence is presented that the observed changes in root hydraulic properties require the assimilation of nitrate by root cells. The hydraulic resistance of roots, previously stimulated by the addition of nitrate, increased more than in control plants in low nitrate under anoxia and that suggests a key role of aquaporin activity in this response. It is proposed that a rapid decrease in root hydraulic resistance in the presence of increased nitrate availability is an important trait that could enhance a plant's ability to compete for nitrate in the soil.

Testing the growth-differentiation balance hypothesis: dynamic responses of willows to nutrient availability

Here, the growth-differentiation balance hypothesis (GDBH) was tested by quantifying temporal variation in the relative growth rate (RGR), net assimilation rate (NAR), and phenylpropanoid concentrations of two willow species (Salix sericea and Salix eriocephala) across five fertility levels. Initially, RGR increased and total phenylpropanoids declined (although every individual phenolic did not) as fertility increased, but NAR was unaffected. Subsequently, NAR and phenylpropanoids declined in the low fertility treatment, generating a quadratic response of secondary metabolism across the nutrient gradient. As above- and below-ground growth rates equilibrated, NAR and phenylpropanoids increased in the low fertility treatment, re-establishing a negative linear effect of fertility on secondary metabolism. A transient quadratic response of secondary metabolism is predicted when GDBH is integrated with models of optimal phenotypic plasticity, occurring when low NAR imposes carbon constraints on secondary metabolism in low nutrient environments. Once plants acclimate to nutrient limitation, the equilibrium allocation state is predicted to be a negative correlation between growth and secondary metabolism. Although both willow species generally responded according to GDBH, the complexity observed suggests that prediction of the effects of nutrient availability on secondary metabolism (and other plastic responses) in specific cases requires a priori knowledge of the physiological status of the plant and soil nutrient availability.

15N partitioning in tomato: vascular constraints versus tissue demand

Allocation of root-derived resources is influenced by tissue demand; however, vascular pathways mediate resource flow from roots to shoots. In vascularly constrained plants (i.e. sectored plants), effects of vascular connections likely limit homogenous resource delivery, especially when environmental resource distribution is patchy. Here, we quantify relative roles of vascular connections, demands by different leaves (i.e. by leaf age and size), and molecule size of transported N compounds (effective sectoriality: nitrate v. ammonium) on allocation of ¹⁵N in the sectored tomato (Solanum lycopersicum L.). Vascular connections were the strongest predictor of both accumulation (amount per leaf; P<0.0001) and δ (estimate of concentration; P<0.0001) ¹⁵N values in mature leaves, but young expanding leaves did not show such dramatically sectored uptake (accumulation: P=0.0685; δ: P=0.0455), suggesting that sectoriality is less strong in young expanding tissue, especially in the youngest leaf. In patchy environments sectoriality, then, should have large consequences for the ability of a plant to allocate resources in mature tissue; however, young leaves do not appear to experience such strong vascular constraints when building new tissue.

Geographic patterns of herbivory and resource allocation to defense, growth, and reproduction in an invasive biennial, Alliaria petiolata

We investigated geographic patterns of herbivory and resource allocation to defense, growth, and reproduction in an invasive biennial, Alliaria petiolata, to test the hypothesis that escape from herbivory in invasive species permits enhanced growth and lower production of defensive chemicals. We quantified herbivore damage, concentrations of sinigrin, and growth and reproduction inside and outside herbivore exclusion treatments, in field populations in the native and invasive ranges. As predicted, unmanipulated plants in the native range (Hungary, Europe) experienced greater herbivore damage than plants in the introduced range (Massachusetts and Connecticut, USA), providing evidence for enemy release, particularly in the first year of growth. Nevertheless, European populations had consistently larger individuals than US populations (rosettes were, for example, eightfold larger) and also had greater reproductive output, but US plants produced larger seeds at a given plant height. Moreover, flowering plants showed significant differences in concentrations of sinigrin in the invasive versus native range, although the direction of the difference was variable, suggesting the influence of environmental effects. Overall, we observed less herbivory, but not increased growth or decreased defense in the invasive range. Geographical differences in performance and leaf chemistry appear to be due to variation in the environment, which could have masked evolved differences in allocation.

How are leaves plumbed inside a branch? Differences in leaf-to-leaf hydraulic sectoriality among six temperate tree species

The transport of water, sugar, and nutrients in trees is restricted to specific vascular pathways, and thus organs may be relatively isolated from one another (i.e. sectored). Strongly sectored leaf-to-leaf pathways have been shown for the transport of sugar and signal molecules within a shoot, but not previously for water transport. The hydraulic sectoriality of leaf-to-leaf pathways was determined for current year shoots of six temperate deciduous tree species (three ring-porous: Castanea dentata, Fraxinus americana, and Quercus rubra, and three diffuse-porous: Acer saccharum, Betula papyrifera, and Liriodendron tulipifera). Hydraulic sectoriality was determined using dye staining and a hydraulic method. In the dye method, leaf blades were removed and dye was forced into the most proximal petiole. For each petiole the vascular traces that were shared with the proximal petiole were counted. For other shoots, measurements were made of the leaf-area-specific hydraulic conductivity for the leaf-to-leaf pathways (k(LL)). In five out of the six species, patterns of sectoriality reflected phyllotaxy; both the sharing of vascular bundles between leaves and k(LL) were higher for orthostichous than non-orthostichous leaf pairs. For each species, leaf-to-leaf sectoriality was determined as the proportional differences between non-orthostichous versus orthostichous leaf pairs in their staining of shared vascular bundles and in their k(LL); for the six species these two indices of sectoriality were strongly correlated (R2=0.94; P <0.002). Species varied 8-fold in their k(LL)-based sectoriality, and ring-porous species were more sectored than diffuse-porous species. Differential leaf-to-leaf sectoriality has implications for species-specific co-ordination of leaf gas exchange and water relations within a branch, especially during fluctuations in irradiance and water and nutrient availability.

Jasmonic acid induces rapid changes in carbon transport and partitioning in Populus

Here, we tested whether rapid changes in carbohydrate transport and partitioning to storage organs would be induced by jasmonic acid (JA), a plant-produced signal of herbivore attack known to induce resistance. Carbon-11, introduced as (11)CO(2), was used to track real-time carbohydrate transport and partitioning nondestructively in Populus species before and 12 h after application of JA to a single leaf. Jasmonic acid resulted in more rapid [(11)C]-photosynthate export from both local and systemic leaves, as well as greater partitioning of [(11)C]-photosynthate to the stem and roots. In Populus tremuloides, following JA treatment, leaf starch decreased, but there was no change in photosynthetic rates or leaf soluble sugar concentration, indicating that recent photosynthate was diverted from starch accumulation in the leaf to other plant organs. Increasing the supply of photosynthate to roots and stems may shield resources from folivorous predators, and may also facilitate both storage and nutrient uptake, and ultimately lead to greater tolerance, either by enhancing regrowth capacity or by replacing nutrients consumed by herbivores.

Responses of common and successional heathland species to manipulated salt spray and water availability

Coastal sandplain heathlands are a rare plant community in the northeastern United States. Salt spray and water availability are likely important factors determining heathland distribution. Field surveys and manipulative experiments were performed to examine heathland species' responses to salt spray and water availability. We surveyed field distributions of four typical heathland species: Solidago puberula, Solidago rugosa, Gaylussacia baccata, and Myrica pensylvanica. The distributions of two native tree species, Pinus rigida and Quercus ilicifolia, were also surveyed because they succeed into coastal heathlands with low disturbance frequency. We then manipulated salt spray and water in the field and measured species' water status, necrosis, and growth responses to the treatments. Predawn xylem pressure potential and necrosis were strongly affected by high salt spray and low water availability. Shoot elongation was also limited in S. puberula and S. rugosa grown in high salt, low water treatments. Gaylussacia baccata and Q. ilicifolia were particularly sensitive to high salt spray and low water, suggesting that they might excluded be from areas with those conditions. The interaction between salt spray and water availability could affect the landscape scale and should be incorporated into conservation management plans.

Preference and performance of a willow-feeding leaf beetle: soil nutrient and flooding effects on host quality

The distribution and abundance of herbivores on plants growing under different environmental conditions may depend upon preference and/or performance. Soil nutrients and water availability are key determinants of herbivore distribution, as both influence plant growth and tissue quality. However, the effects of water on plant quality may depend upon the availability of nutrients and vice versa. Surprisingly few studies have examined the interactions between the two. We investigated the effects of soil nutrient and water availability on (1) the growth and chemistry of the silky willow (Salix sericea Marshall), and (2) the preference and performance of the imported willow leaf beetle (Plagiodera versicolora Laichartig). We conducted two common garden experiments using a similar 2x2 fully factorial design with two levels of soil nutrients (low, high) and two levels of water availability (field capacity, flooded). In the first experiment (larval performance), larval development time and pupal weight were not influenced by nutrient or water availability to the plant. This occurred despite the fact that plants in the high nutrient treatments had higher protein concentration and lower foliar concentrations of the phenolic glycoside 2'-cinnamoylsalicortin. In the second experiment (adult preference), we caged four plants (one from each treatment) and released beetles into cages. We found that plant growth and leaf protein depended upon the interaction between nutrient and water availability. Plant growth was greatest in the high nutrient-field capacity treatment and leaf protein was greatest in the high nutrient-flooded treatment. In contrast, adults settled and oviposited preferentially on the high nutrient treatment under flooded conditions, but we found no evidence of interactions between nutrients and water on preference. Thus, at least under flooded conditions nutrients affect adult preference. We also found that foliar protein was correlated positively with adult oviposition preference and per capita egg production. Our results, then, suggest that soil nutrients can influence adult preference, and that adults choose high-quality hosts (high protein) that promote egg production.

Salt spray differentially affects water status, necrosis, and growth in coastal sandplain heathland species

Sandplain heathlands are disturbance-dependent plant communities that occur infrequently in coastal areas of the northeastern United States. We hypothesize that salt spray plays a role in maintaining the composition of the heathland community by excluding salt-intolerant species close to the ocean. We examined the distributions of Solidago nemoralis, Myrica pensylvanica, Pinus rigida, and Quercus spp. in heathlands and conducted greenhouse studies to determine whether different levels of salt spray tolerance explain patterns found in the field. We found that common heathland forb and shrub species grow closer to the ocean than successional woody species. In greenhouse experiments, these species differ in their water status, necrosis, and growth responses to salt spray. The tree species P. rigida and Q. rubra are more susceptible to salt spray than the common heathland species M. pensylvanica. Our results suggest that salt spray may prevent tree species in heathlands from growing close to the ocean and therefore might be an important factor in maintaining the characteristic community composition of these dwarf shrublands in coastal habitats.

Ionic control of the lateral exchange of water between vascular bundles in tomato

Ions can enhance water flow through the xylem via changes in the hydraulic resistance at border pit membranes. Because flow between adjacent xylem vessels occurs primarily via bordered pit fields, it is hypothesized that xylem sap ion concentrations would affect lateral movement of water more than longitudinal flow. Using tomato as a model system, evidence is presented for ion-mediated changes in xylem hydraulic resistance and the lateral transport of water. Water flow between adjacent xylem bundles increased by approximately 50% in the presence of ions while longitudinal flow only increased by approximately 20%. However, the enhancement of lateral exchange due to ions was magnified by the presence of a pressure difference between vascular bundles. These results indicate that the degree of nutrient-sharing among sectors of a plant may depend on both nutrient concentration and the availability of water in the root zone.

Vascular architecture and patchy nutrient availability generate within-plant heterogeneity in plant traits important to herbivores

Within-plant heterogeneity in growth, morphology, and chemistry is ubiquitous, and is commonly attributed to differences in tissue age, light availability, or previous damage by herbivores. Although these factors are important, we argue that plant vascular architecture is an underappreciated determinant of heterogeneity. Vascular architecture can restrict the transport of resources (nutrients, photosynthate, hormones, etc.) to within specific sectors of the plant: this is referred to as sectoriality. Although studies have documented sectoriality in the transport of isotopes and dyes from roots to shoots, the ecological consequences of this sectoriality remain poorly understood. We tested the hypothesis that spatial variation in belowground nutrient availability combined with sectorial transport results in localized "fertilization" of aboveground plant parts and generates heterogeneity in traits important to herbivores. Our split-root experiments with tomato (Lycopersicon esculentum Mill) clearly demonstrate that fertilization to isolated lateral roots generates heterogeneity in leaf morphology, phenolic chemistry, and side-shoot growth. Specifically, leaflets with direct connections to these lateral roots were larger and had lower levels of rutin and chlorogenic acid than did leaflets in other sectors lacking direct vascular connections. Moreover, side-shoot production was greater in the connected sectors. We discuss the implications of this heterogeneity for plant-herbivore interactions.

The effects of hybridization in plants on secondary chemistry: implications for the ecology and evolution of plant-herbivore interactions

Natural hybridization is a frequent phenomenon in plants. It can lead to the formation of new species, facilitate introgression of plant traits, and affect the interactions between plants and their biotic and abiotic environments. An important consequence of hybridization is the generation of qualitative and quantitative variation in secondary chemistry. Using the literature and my own results, I review the effects of hybridization on plant secondary chemistry, the mechanisms that generate patterns of chemical variation, and the possible consequences of this variation for plants and herbivores. Hybrids are immensely variable. Qualitatively, hybrids may express all of the secondary chemicals of the parental taxa, may fail to express certain parental chemicals, or may express novel chemicals that are absent in each parent. Quantitatively, concentrations of parental chemicals may vary markedly among hybrids. There are five primary factors that contribute to variation: parental taxa, hybrid class (F(1), F(2), etc.), ploidy level, chemical class, and the genetics of expression (dominance, recessive vs. additive inheritance). This variation is likely to affect the process of chemical diversification, the potential for introgression, the likelihood that hybrids will facilitate host shifts by herbivores, and the conditions that might lead to enhanced hybrid susceptibility and lower fitness.

Morphological and molecular evidence for hybridization and introgression in a willow (Salix) hybrid zone

Hybrid zones provide biologists with the opportunity to examine genetic and ecological interactions between differentiated populations. Accurate identification of hybrid genealogies is considered a necessary prerequisite to understanding observed patterns of hybridization-related phenomena. We analysed molecular and morphological data from individuals in a hybrid zone between two species of willows (Salix sericea Marshall and S. eriocephala Michaux) and report the use of randomly amplified polymorphic DNA (RAPD), chloroplast DNA (cpDNA), and ribosomal DNA (rDNA) markers, as well as vegetative morphology and foliar chemistry data to identify individuals in terms of hybrid genealogy and to infer the direction and extent of backcrossing and introgression within the hybrid zone. A novel version of a maximum likelihood estimate approach (developed for this study) was used to calculate hybrid index scores from RAPD marker data; this method produced results similar to those obtained using traditional arithmetic methods. Distribution of rDNA, cpDNA, and chemistry data were examined within the graphical context of RAPD-based hybrid index score histograms and principal component analyses (PCA) on RAPD and morphology data. Seven of the 21 plants classified as S. eriocephala in the field were possible introgressants. Another plant presented an unequivocal example of backcrossed S. sericea chemistry and RAPD markers. Inter- and intraspecific chloroplast diversity found within the hybrid zone suggests both historic introgression (perhaps in a glacial refugium), and contemporary hybridization. Patterns of inheritance and expression within the hybrid zone suggest that morphological characters are often not expressed in a simple additive fashion, and problems associated with both morphological and molecular data are considered.