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a Instituto de Ecología, Universidad NacionalAutónoma de México, Apartado Postal 70275, UNAM,04510 México, D.F.; and b UBIPRO,ENEP-Iztacala, Universidad Nacional Autónoma de México,Apartado Postal 314, México, 54090, Tlalnepantla,México
| ABSTRACT |
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The Tehuacán mexical does not differ from the evergreensclerophyllous areas of Chile, California, Australia, and theMediterranean Basin, according to a correspondence analysis, whichordinated the Tehuacán mexical closer to the mediterranean areasthan to the external group.
All the vegetation and floristic characteristics of the mexical, aswell as its distribution along the rain-shadowed mountain parts ofMexico, support its origin in the Madrean-Tethyan hypothesis of Axelrod.Therefore, these results allow to expand the convergence paradigm of thechaparral under an integrative view, in which a general trend to ariditymight explain floristic and adaptive patterns detected in theseenvironments.
Key Words: chaparral convergence evergreen mexical Mexico sclerophyll TehuacanValley vegetation
| INTRODUCTION |
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Under the view of the "superorganism" or Clementsianparadigm, this ecological system has been analyzed extensively in acomparative manner for more than three decades. Originally, all thestudies were focused on testing plant community-level convergence,assuming that under a similar climate these communities will evolvetowards convergent solutions, including a maximum efficiency flow ofenergy and nutrients (Barbour and Minnich,1990). Since then, a significant number of studies testingconvergence have been published in the literature, including differentmediterranean-climate regions (Naveh,1967; Mooney and Dunn, 1972;Parsons, 1976; Pignatti and Pignatti, 1985; Cowling and Witkowski, 1994, among others).
Although the convergent viewpoint has played an important role inpromoting comparative studies among mediterranean-type ecosystemsfocused on plant physiology (Mabry and Difeo,1973), plant anatomy (Kummerow,1973), phenology (Kummerow,1983), floristics (Pignatti andPignatti, 1985; Arroyo et al.,1995), life history (Armesto, Vidiella,and Jiménez, 1995; Zedler,1995), seed dispersal (Milewski andBond, 1982: Hoffmann and Armesto,1995), and vegetation (Parsons andMoldenke, 1975; Parsons,1976; Naveh and Whittaker,1979; Cowling and Campbell,1980), this conceptual framework has limited the approach inwhich the sclerophyllous vegetation can be integrally viewed andunderstood. For example, paleobotanical evidence has beenunderestimated, although many studies of the paleobotanical developmentof the chaparral have been described in different publications byAxelrod (1950, 1958, 1973,1975, 1977, 1989),emphasizing that a significant number of chaparral genera arerepresented in Tertiary floras and in many cases the living species arevery similar to the fossils. These records provide reliable evidencethat sclerophyllous vegetation, which is distributed all over the world,constitutes a reminiscence of the Madrean-Tethyan sclerophyllousvegetation that occupied a subhumid belt across much of NorthAmerica-Eurasia region by the middle Eocene. This vegetation hadoriginated from alliances in older laurophyllous forests that adapted toa spreading dry climate (Axelrod,1977). In North America, the Madro-Tertiary Geoflora appearedon the drier borders of the North American tropics by the Middle Eoceneand probably occupied much of the southwestern United States andadjacent Mexico by the end of the Oligocene, and it expanded its rangenorth and southward, as well as east and westward in response toexpanding dry climate conditions during the Miocene epoch (Axelrod, 1958). Similar processes occurred inthe Northern Hemisphere and also explain many of the broad floristicchanges in the actual mediterranean-type ecosystems of the SouthernHemisphere (Rundel [1981] forChilean matorral, but see Arroyo et al.[1995] for a different hypothesis on the origin ofChilean sclerophyllous vegetation; Specht[1981] for Australian Mallee and Linder, Meadows, and Cowling [1992] forSouth African Fynbos).
Since the seminal model of Mooney and Dunn(1970), proposing that in the mediterranean-type climates,fire, drought, high temperatures, rainfall unpredictability, and mineraldeficiencies have selected resprouting evergreen sclerophyllous shrubsas the predominant growth form, most of the studies were designed totest for this evolutionary convergence. Therefore, the central idea ofthe model relating to the existence of an evergreen sclerophyllousvegetation with mediterranean climate has remained untouched, eventhough much evidence of its presence in nonmediterranean climates allover the world should also be considered to expand the model. Forexample, Muller (1939) described thewestern montane chaparral in the summer rain area of Nuevo Leon (Mexico)where the floristic composition and growth form are strongly similar tothe California chaparral. Axelrod(1975) reported the presence of sclerophyllous taxa in areasof summer and winter precipitation (Arizona-New Mexico, easternMediterranean), summer rain and winter drought (eastern Mexico,northwestern India), and well-distributed rainfall throughout the year(northern coast, Turkey). Accordingly, Vankat(1989) claimed for a revision of the Mooney and Dunn's (1970) long-standingparadigm, after finding different responses in seasonal patterns ofstem-water potentials between Arizona (with summer rainfall) andCalifornia chaparrals. Barbour and Minnich(1990) reviewed the IBP and post-IBP literature on chaparralto assess the degree of convergence among the five mediterranean-typeecosystems and found so many differences among vegetations that theyquestioned the convergence paradigm. In addition, phylogenetical andhistorical effects have also been accounted for the explanation of theevolution of plant traits of mediterranean plants (Blondel and Aronson, 1995). For example,Herrera (1992) found that the lifehistory traits such as flowering biology and seed dispersal of southernSpain are better explained by means of historical processes described bysome authors (i.e., Axelrod, 1975;Pignatti, 1978; Pons, 1981; and Palamarev,1989) than by similar (convergent) selection pressures under aMediterranean climate. Keeley (1995)supports this explanation due to the remarkable similarity in seedgermination, dispersal, and seedling recruitment patterns observed inCalifornia and Mediterranean species of Quercus,Rhamnus, and Prunus.
The presence of the evergreen sclerophyllous vegetation in Mexicounder a tropical climate of summer rains has been reported by differentauthors (Muller, 1939, 1947; Miranda andHernández, 1963; Axelrod,1975, 1989; Rzedowski, 1978). Taking into considerationthe information from these studies, it is possible to assume that thesclerophyllous vegetation in Mexico might be a relict of theMadro-Tertiary Geoflora that constitutes the principal element of theMexican chaparral (named here mexical) in nonmediterranean climates andthat its current patchy distribution probably responds to a gradualtrend toward increased dryness during the Tertiary and Quaternary(Axelrod, 1958). If thesclerophyllous vegetation in Mexico exhibits the same plant charactersassociated with the chaparral vegetation under mediterranean climates,this would allow analysis of what factors have contributed to similarplant traits dominating under different climates. At the same time, andconsidering that fire has not played an important ecological factor inthe Tehuacán mexical (only a 1-ha fire occurring in 1995 has beenreported in the study zone for >50 yr), the resprouting ability ofplants and characters in plants that have been referred as adaptationsto fire need to be reconsidered.
This paper is the first attempt to assess a comparison of theevergreen sclerophyllous vegetation located in south-central Mexico(Tehuacán Valley), with other mediterranean regions of the world.The aim of this study is to test whether the characters at the communityand population level that have been claimed to converge undermediterranean climates all over the world are the same as those in theplant communities and populations of the Tehuacán Valley undernonmediterranean climate. We try to determine common environmentalcharacteristics between mediterranean and nonmediterranean climates toexplain the patterns observed. We consider: (1) floristic compositionand the plant community; (2) plant characters that have been consideredas adaptations to mediterranean climates, including fire as anecological factor; and (3) distribution of the mexical undernonmediterranean climates and a general description of the vegetationincluding dominant woody genera, maximum height of vegetation, presenceof evergreen and sclerophyllous species, altitudinal range, and type ofclimate.
| MATERIALS AND METHODS |
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Vegetation sampling
At Cerro Viejo and Zotoltepec a total of 15 Canfield lines of 50 meach per locality (Mueller-Dombois andEllenberg, 1974) were used to describe the vegetation. Fromthese lines, the following data were obtained for each woody species: relative cover, maximum and minimum height, and frequency (%) asthe proportion of times each species was found in the 15 lines. Fromthese data the Relative Dominance Index (R.D.I) per species wasobtained, such that R.D.I. = relative cover (%) xfrequency (%) x relative density, where relative density= number of individuals/50 m. A total of three1000-m quadrats (50 x 20 m) were used to determine themean number of species in the Tehuacan mexical, in order to compare themwith other mediterranean regions reported by Cowling et al. (1996).
Structural comparison with Mediterranean-typevegetation
The characters of the dominant woody species from differentMediterranean-climate areas were collected from the Specht (1988) databook. The importance of thespecies within their communities studied was confirmed from thefollowing studies: Wilson and Vogl(1965), Hanes (1977), andMooney et al. (1977) for theCalifornian chaparral; Mooney et al.(1977) and Rundel (1981) forthe Chilean matorral; Beadle (1981) andSpecht (1981) for the Australian mallee;and Tomaselli (1981), Quezel (1981), and Romaneand Terradas (1992) for the Mediterranean Basin vegetationrepresented in France, Spain, and Greece. Data on South Africa fynbosare lacking. Fourteen characters regarding plant form, photosyntheticorgans, and leaf characteristics were used in the comparative analysis.These three main groups characterize typical mediterranean traits. Everycharacter was scored as binary to avoid the low frequency of rarecharacters. Characters and character states were scored as follows: (1)renewal buds {1 = microphanerophyte, 0 =nanophanerophyte}, (2) plant height {1 = 25100cm, 0 = 1001000 cm}, (3) crown diameter {1= <100 cm, 0 = >100 cm}, (4) photosyntheticorgans {1 = leaves, 0 = phyllodes, cladodes, bothleaves and stems absent}, (5) leaf size {1 =subleptophyll to nanomicrophyll (<0.1012.25 cm),0 = microphyll to mesophyll (>12.25180.3cm), (6) leaf length {1 = <12 cm, 0= 220 cm}, (7) leaf width {1 =<15 mm, 0 = 550 mm}, (8) leaf angle{1= mainly horizontal, <45° with respect to thehorizon, 0 = mainly vertical, >45° with respect to thehorizon}, (9) leaf margin {1 = entire, 0 =serrate/toothed, lobed/deeply dissected, rolled,recurved/revolute, grooved/incurved}, (10) leaf consistency{1 = malacophyll, 0 = semisclerophyll,sclerophyll}, (11) leaf tomentosity {1 = nonhairy, 0= lower side hairy, upper side hairy, both sides hairy},(12) leaf seasonality {1 = evergreen, 0 = summer andwinter deciduous}, (13) leaf color {1 = all green, 0= all glaucous, all white, green and white, glaucous andwhite}, (14) stem number {1 = single, 0 =several}.
The role of the characters was weighted by means of the number ofspecies scored in each area and then ordinated by a SimpleCorrespondence Analysis (Greenacre,1984). As a reference, the spiny shrubland vegetation adjacentto mexical was considered in the analysis, which is typical of aridclimates, located near the Tehuacán mexical, at18°20'N, 97°27'W, with an altitude ranging from 1380to 1800 m a.s.l. (Osorio et al., 1996)and an average annual rainfall around 425 mm (Dávila et al., 1993; Valiente, 1991). The inclusion of thisexternal group into the analysis was considered necessary to test thesimilarity with the Tehuacan mexical situated within the same regionjust below the altitudinal belt of the sclerophyllous vegetation. Atotal of 121 dominant species were included in the analysis: 28 for theTehuacán region, 18 for the Tehuacán spiny shrubland, 23for the Californian chaparral, 13 for the Chilean matorral, 24 for theMediterranean Basin, and 15 for the Australian mallee. The analysis wasrun in SAS version 6.03 (SAS Institute, Cary, NC).
In each of the localities, coal remnants were searched in soilprofiles (up to 10 m deep) in order to detect wildfire evidence in thepast. Resprouting ability was assessed by unearthing the roots andexamining for presence of lignotubers, burls, or rhizomes. In additionto this, field observations were made in order to ensure that disturbedplants resprouted. These included a record of the species thatresprouted after the 1-ha fire that occurred in1995.
The distribution of themexical
A distribution map of the mexical was undertaken, using bibliographicinformation published mostly in Mexico for the last 50 yr. In addition,the information contained in vegetation maps (scale1:1 000 000) published by INEGI(1981) was also used to construct a 1:4 000 000map showing the distribution of the mexical.
| RESULTS |
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Some of the genera of the mexical have the same species or closerelatives of those present in the mediterranean-type ecosystems ofCalifornia, i.e., Arbutus, Ceanothus, Garrya,Juniperus, and Rhus (Table 3). In addition, the mexicalhas some genera that are present in different mediterranean ecosystemsof Chile, the Mediterranean Basin, or Australia (i.e., Rhus,Juniperus, Arbutus, Comarostaphylis (=Arctostaphylos), Quercus, Salvia,Acacia, Stevia, Lithospermum, Linum,Aristida, etc. (Table4).
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Vegetation structure: comparison withmediterranean-climate areas
The first axis of the correspondence analysis carried out todiscriminate among the geographical areas studied explains 57.9%of the variance, whereas the second axis indicates 16% (Fig. 3). The main plant charactersexplaining the first axis are (1) leaf seasonality, (2) leafconsistency, and (3) leaf angle. Along this axis, the Tehuacánmexical is ordinated closer to the mediterranean-climate areas than tothe tropical external group or spiny shrubland. The character statesthat are common to the mexical and the mediterranean-climatic areas are(1) evergreen, (2) sclerophyllous or semisclerophyllous, (3) leaves withnearly vertical angles. The mediterranean-climatic areas that are moresimilar in this axis to the Tehuacán mexical are the Chileanmatorral and the Californian chaparral.
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Geographical patternsof the mexical
The distribution of the mexical is highly concentrated along thedifferent mountain chains of the country (Fig. 4), including the Mexican statesof Aguascalientes, Coahuila, Chihuahua, Durango, México,Guanajuato, Guerrero, Hidalgo, Jalisco, Nuevo León, Oaxaca,Puebla, Querétaro, San Luis Potosí, Tamaulipas, Tlaxcala,and Zacatecas. In all cases, the mexical is located along therain-shadowed (dry) aspects of the mountain chains, which include theSierra Madre Oriental, Sierra Madre Occidental, Neovolcanic belt, andOaxacan mountains. Altitudinally the mexical ranges between 1700 and2800 m a.s.l. (Fig. 4;Table 5). In all cases,the mexical occupies an intermediate position between oak and pineforests (above), and the xerophitic communities (below). The mexicalranges from arid to dry-temperate climates (Table 5), which corresponds to typesBs and Cw, respectively, according to García (1973). Thevegetation for all the states where descriptions are available(Table 5) is dominated byevergreen, sclerophyllous shrubs with few tree representatives. Finally, a significant number of genera are common among the differentmexical localities and with different mediterranean-type ecosystems ofthe world (Table5).
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| DISCUSSION |
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The correspondence analysis shows two different groups. The firstcorresponds to the areas of evergreen sclerophyllous vegetation (Chileanmatorral, Tehuacán mexical, Californian chaparral, Australianmallee, and Mediterranean Basin vegetation) and the second to theTehuacan spiny shrubland. Both groups have been differentiated on thebasis of leaf seasonality, consistency, and angle. In all fiveevergreen, sclerophyllous vegetation areas of the analysis, thecharacter states "evergreen" and"sclerophyllous" and "vertical leaf angles" weredominant. In contrast, in the Tehuacan spiny shrubland the characterstates "deciduous," "malacophyllous," and"horizontal leaf angles" were the dominant traits. Two ofthese discriminatory characteristics (evergreen and sclerophyllous)correspond to those found by Barbour and Minnich(1990) as consistently similar among the fivemediterranean-type ecosystems. The other factor, steep leaf angles, hasbeen reported as an adaptation of Mediterranean sclerophyllous plants toreduce radiation absorption during extended drought periods (Ehleringer and Comstock, 1989;Valiente-Banuet et al., unpublished data). Within chaparral ecosystems,limited water represents a major stress affecting plant performance andsince leaf temperatures usually increase plant water stress, steep leafangles contribute to a reduction in leaf solar radiation absorption(Smith and Ullberg, 1989). In the Tehuacan mexical, 93% of thespecies present leaf angles ranging between 45° and 90° withrespect to the horizontal axis, which suggests thatevergreen-sclerophyllous species are responding mainly to waterstress.
Considering the second axis in the correspondence analysis, thenumber of stems is a significant discrimination factor. This charactercan be considered as an architectural characteristic related toresprouting ability, and it is represented by a significant number ofspecies in the Chilean matorral not so frequently observed in othermediterranean regions. Mediterranean-type ecosystems have been matchedwith natural fires and therefore typical features of shrubs, such aslignotubers and burls at the root crown/stem base, have beenassociated with postfire resprouting ability (James, 1984; Kummerow andEllis, 1989). These woody structures and resprouting abilityare present in the shrubs of the Tehuacan mexical where there is noevidence of periodic fire, indicating that their presence can be betterconsidered as an ancient pre-adaptation to fire inherited from ancestorsbelonging to laurophyllous forests (Axelrod,1975). Actually, the fact that in the Tehuacán mexicala significant number of species resprouted after a fire in 1995 suggestsa similar response to fire when compared with mediterranean zones(Keeley, 1992). Particularly,Ceanothus gregii, a common species in the California chaparral,recruits seedlings after fire both in California (Keeley, 1992) and in the Tehuacánmexical. Therefore, resprouting ability has recently been considered notas an adaptation, but a pre-adaptation to fire with an evolutionaryorigin based on the response of the plants to herbivory (López-Soria and Castell, 1992). Forthis reason, resprouting ability has been associated with ancient woodygroups abundant in Chile, under a nonextreme climate (Arroyo et al., 1995). Mexical vegetation,developed probably under the mildest climate among all the studiedsites, maintains also many old woody tropical lineages (i.e.,Acacia, Amelanchier, Arbutus,Bursera, Ceanothus, Cercocarpus,Comarostaphylis, Garrya, Karwinskia,Leucaena, Litsea, Quercus, Rhus,Satureja, etc.), which are fossil representatives of thepre-Pliocene period. Mexical vegetation contains the highest percentageof resprouters (94.7%; present study), followed by Chile(75.6%; García-Fayos, unpublished data), whereas the moreextreme climate areas of California and Mediterranean Basin only contain50 and 64% of resprouter taxa, respectively (Hanes, 1971; García-Foyas, 1991). These datasupport the hypothesis that under less extreme climates, the maintenanceof older woody resprouter lineages takes place. This hypothesis isreinforced by the fact that in the other mediterranean-type ecosystems,belonging to the Mediterranean Basin, the older tropical woody lineagessuffered extinction processes, whereas the group of seeders diversified(Herrera, 1992).
An evolutionary convergence explanation can be claimed at this point,without invoking group selection. However, the results of this studyshow that the same traits that have been thought to converge undermediterranean climate are also developed among plants under tropical andnonmediterranean climate. Consequently, it seems that the presentclimate is not an important factor in the evolution of the plant traitsstudied, which is also supported by the fact that plants of the Tehuacanspiny shrubland living under the same tropical climate of theTehuacán mexical, but in drier areas and below the 1900 m ofaltitude, differ completely in these characteristics. In contrast, theTehuacan mexical plants are much more similar to mediterranean-typevegetation, even though they are established in a tropical climate.
The mexical vegetation can be considered as a relict of theMadro-Tertiary Geoflora, whose patchy distribution might be the resultof the expanding dry climate during the Miocene epoch (Axelrod, 1958). For example, Axelrod (1975) reports genera such asAcacia, Gochnatia, Baccharis,Satureja, Stevia, Lithospermum,Yucca, Rhus, Juniperus, Arbutus,Comarostaphylis, Quercus, Garrya,Salvia, Ceanothus, etc., which are present both inMexico and California, and some of them are also present in theMediterranean Basin and the Chilean matorral. The presence of thesegenera in both zones with summer-wet climates of Mexico and themediterranean regions of the world supports the origin of the mexical inthe Madrean-Tethyan sclerophyllous vegetation, which occupied a subhumidbelt across much of North-America-Eurasia by the middle Eocene andoriginated from alliances in older laurophyllous forests that adapted tospreading into dry climate (Axelrod,1977). Actually, the mexical is distributed entirely along thedry parts of the mountain chains produced by the rain shadow of theEastern and Western Sierras Madre and Neovolcanic belt, as well as theOaxacan mountains. In all the cases, below the altitudinal limit of themexical, different types of xerophitic shrublands are found, whereasabove the mexical, oak and pine forests are always present if thealtitude is above 2500 m. This patchy distribution of the mexical alongthe main mountains of Mexico perhaps had a wider distribution thantoday. Indeed, during the Pliocene, California chaparral had a widerdistribution than it does today, occupying areas now desert or coveredwith broadleaved evergreen forests (Axelrod,1973). The gradual development of regional differences in thedistribution of seasonal rainfall and in temperature relations as drierclimates developed (Axelrod, 1973)probably accounted for its actual patchy and relict distribution alongthe Mexican mountains. Undoubtedly, the recent formation of importantmountain chains such as the Sierra Madre Occidental, no more than 5million years B.P. (Cserna, 1989),provided areas for spread of mexical. Indeed, the fossil recordindicates that the summer rainfall regime from Arizona to Texas andsouthward into Mexico approximates the conditions under whichchaparral-type vegetation occurred during most of its recorded history,which can be traced back into the Oligocene (Axelrod, 1973). Therefore, the mediterraneanclimate is not old (Axelrod, 1973),and therefore sclerophyllous species that now typify the mediterraneanareas are survivors of a richer flora that persisted in Mexico undersummer-wet climates. This accounts for the phenological patternsreported for mediterranean regions. Plant phenology is one of theprocesses that have been thought to converge among themediterranean-climate areas. In response to hot and dry summers andmild and wet winters, plant communities around the mediterraneanecosystems show similar phenological patterns consisting of a markedflowering peak at the spring season (Arroyo,1988). This indicates that species responded to amediterranean climate that developed gradually since the late Cenozoic(Axelrod, 1973). In contrast, themexical community has shown a different phenological pattern. Data(unpublished) taken over one year revealed that a marked flowering peakis shown neither in the spring nor in any other season. In contrast tothe marked seasonality in mediterranean communities, mexical showed aconstant flowering percentage across the four seasons.
The prevalence of Tertiary genera in Mexico, which now are extinct insome mediterranean regions of the Mediterranean Basin (Herrera, 1992), probably is due to more benignand nonextreme climatic conditions in Mexico, such as has been suggestedfor Chile by Arroyo et al. (1995). Ifso, it might help to explain both the high and similar plant diversityencountered in 1000 min the Tehuacan mexical (90 ± 6species), with respect to the Chilean matorral (100 ± 15species), and the prevalence of resprouter species in both sites. AsHerrera (1992) pointed out, theextinction of these taxa allowed the diversification of seeders duringQuaternary. In Mexico, nothing is known about diversification of taxaduring the Quaternary, however, it is possible that if this phenomenonreally occurred, the high diversity shown in the Tehuacán mexicalcan be related to the presence of a mixture of Tertiary and Quaternaryspecies, with the predominance of species from the Tertiary.
In summary, the similarities found in this comparative study betweenthe mexical and the mediterranean regions indicate that the mexicalrepresents the same vegetation that traditionally has been consideredonly associated with mediterranean climates. In addition to classicalviews of evergreenness and sclerophylly as adaptations to environmentalconstraints, such as oligotrophy, water stress, and herbivory, thisstudy allows us to expand the convergence paradigm. Therefore, theseecological systems should be better understood under the integrativeview of the Madrean-Tethyan hypothesis proposed by Axelrod (1958, 1975) in which a paleoclimatical trend toaridity might explain many of the floristic and ecomorphologicalpatterns detected in these environments. At the same time, once themediterranean climate developed gradually after the late Cenozoic in thefive different mediterranean regions, taxa under a summer-wet climategradually adapted physiologically to the newconditions.
| FOOTNOTES |
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