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School of Biological Sciences, University of Kentucky, Lexington, Kentucky 40506-0225
Received for publication June 16, 1998. Accepted for publication November 5, 1998.
| ABSTRACT |
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Key Words: Asteraceae competition endemism growth analysis rare plant species Solidago altissima Solidago shortii
| INTRODUCTION |
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Understanding the causes of narrow endemism is accomplished best by comparing closely related species to "control" for dissimilar life history characteristics and evolutionary histories (Karron, 1987
). Several studies have investigated competitive abilities of narrow endemics, but in the majority of them the competitive ability of an endemic was tested against that of a noncongener: annual or perennial grass (Cotter and Platt, 1959
; Rollins, 1963
; Breeden, 1968
; Caudle, 1968
; Ware, 1991
) or of a mixture of garden/crop or weed species (Kruckeberg, 1954
; Wiggs and Platt, 1962
; Miller, 1977
). In only a relatively few cases (Gottlieb and Bennett, 1983
; Snyder, Baskin, and Baskin, 1994
; also see Hart, 1980
; Prober, 1992
) has the competitive ability of a narrow endemic been tested against that of a geographically widespread, closely related congener. The Oregon endemic Stephanomeria malheurensis and its geographically widespread parental taxon S. exigua subsp. coronaria, which co-occur on a sagebrush-covered hillside of volcanic tuff, had equal competitive abilities (Gottlieb and Bennett, 1983
). The middle Tennessee limestone cedar glade endemic Echinacea tennesseensis was a slightly better competitor than its closest extant relative E. angustifolia var. angustifolia, a geographically widespread North American prairie species (Snyder, Baskin, and Baskin, 1994
).
Although most rock outcrop endemics grow only in shallow soils of the rock outcrop, several of them may invade disturbed (early successional) habitats with deep soil, such as roadsides, pastures, and fields, adjacent to outcrops (Cotter and Platt, 1959
; Murdy, 1966
; Baskin and Baskin, 1986
). A case in point is the narrow endemic Solidago shortii T. & G. (Asteraceae). Plants of this species mostly grow in shallow (droughty), rocky limestone habitats, but they also have invaded relatively deep (moist) soil in old-field-like habitats at a few sites, near rock outcrops, that are maintained in an early-successional stage by anthropogenic disturbance (primarily mowing). Although the geographically widespread, weedy species S. altissima L. (S. canadensis L. var. scabra T. & G.) co-occurs with S. shortii in the old-field-like habitats, it is absent from, or occurs only sparingly with S. shortii, in the xeric, rocky sites (Buchele, Baskin, and Baskin, 1989
, 1992
; J.L. Walck, J.M. Baskin, and C.C. Baskin, personal observations). Therefore, we hypothesized that S. shortii is a poorer competitor relative to S. altissima, and thus S. shortii is restricted to rocky sites due to its relatively low competitive ability.
Solidago shortii is a federally endangered species with its present distribution limited to a 12.2 km2 area in Fleming, Nicholas, and Robertson Counties, Kentucky, centered around Blue Licks Battlefield State Park in Robertson County. It occurs primarily in rocky (limestone) habitats: glade-like areas, pastures, powerline right of ways, roadside ledges, and redcedar and/or hardwood thickets/woodlands. Solidago shortii grows best in full sun, and thus its vigor declines as succession progresses to the thicket and woodland stages. The species was extirpated from the type locality on Rock Island at the Falls of the Ohio River near Louisville, Jefferson County, Kentucky, apparently over 100 yr ago (Buchele, Baskin, and Baskin, 1989
). The type locality was a rocky (limestone) habitat maintained in a very early stage of primary succession by seasonal flooding (letter to Drs. J. Torrey and A. Gray from Dr. C. Short, 28 May 1842; Gray Herbarium Archives, Harvard University, Cambridge, Massachusetts).
Solidago altissima is native from Nova Scotia to northeastern Ontario and Montana south to Florida, eastern Texas, New Mexico, and Arizona, and from Nuevo León and Tamaulipas to Oaxaco, Mexico (Croat, 1972
; Scoggan, 1979
; Melville and Morton, 1982
; Nesom, 1989
). It is naturalized in Australia (Auld and Medd, 1987
), Europe (Weber, 1997
), Japan (Numata and Asano, 1969
), Taiwan (Li, 1978
), and western North America (Semple, 1993
). The species is a component of the vegetation of prairies and of sites undergoing secondary succession, such as old fields, abandoned pastures, and nonmanaged roadsides (Werner, Bradbury, and Gross, 1980
).
Solidago shortii and S. altissima are C3 herbaceous polycarpic hemicryptophytes with vegetative reproduction by rhizomes and sexual reproduction by achenes (Werner, Bradbury, and Gross, 1980
; Buchele, 1988
; Buchele, Baskin, and Baskin, 1991
). Both species are in the same subsection of Solidago (Nesom, 1993
).
One objective of this study was to test the hypothesis that S. shortii is a poorer competitor than S. altissima. Using a de Wit (1960)
replacement series (substitutive) design, S. shortii and S. altissima were grown in competition with each other, and in addition each species was grown in competition with a common competitor, Festuca arundinacea Schreb., a nonnative grass that occurs with both Solidago species in the Blue Licks area (Buchele, Baskin, and Baskin, 1992
).
Although replacement series experiments determine the relative severities of inter- and intraspecific competition (Goldberg and Scheiner, 1993
; Hamilton, 1994
), they do not provide information on the underlying cause(s) of differences in competitive abilities of species (Keddy and Shipley, 1989
). Therefore, a second objective of this study was to conduct a classical growth analysis in an attempt to identify morphological and/or physiological traits of the two Solidago species that may influence competitive ability. Although plant species often respond differently when grown together than when grown separately, a classical growth analysis on isolated individuals offers useful ecological information for understanding competitive interactions (Patterson, 1982
; Radosevich, Holt, and Ghersa, 1997
).
To our knowledge, this is the first study to compare the relative competitive abilities and/or growth characteristics of a narrow endemic of rocky habitats with a geographically widespread, co-occurring congener.
| MATERIALS AND METHODS |
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6 mol·m-2·d-1 on cloudy days to 25 mol·m-2·d-1 on clear days between March and October (Snyder, Baskin, and Baskin, 1994
50 mol·m-2·d-1 at summer solstice).
Soil used was a 3:1 (v/v) mixture of Ordovician-age Lexington Limestone-derived topsoil and river sand. Solidago shortii, S. altissima, and F. arundinacea grow on soil derived from the Lexington Limestone Formation in the Blue Licks area, as well as on soil derived from Ordovician-age Clays Ferry and Kope Formations (Buchele, 1988
; Buchele, Baskin, and Baskin, 1989
). Soil was kept at or near field capacity during the competition and growth studies. Plastic pots 14.5 cm (diameter) x 15 cm (depth) and 14.5 cm x 12 cm were used in the competition and growth studies, respectively. Pots in both studies were placed randomly on greenhouse benches.
Freshly matured achenes of both S. shortii (mean mass per achene = 0.370 mg) and S. altissima (0.070 mg) were collected on 10 November 1991 and 31 October 1993 in Fleming or Robertson Counties, Kentucky. The 1991 and 1993 achenes were sown on soil in 33 cm (width) x 49 cm (length) x 9 cm (depth) metal flats on 21 December 1991 and 12 December 1993, respectively, in the greenhouse. Caryopses of F. arundinacea (cv. KY-31) were obtained from Kentucky Garden Supply, Lexington, and sown on soil in metal flats on 4 May 1992 and on 26 March 1994. Soil was watered to field capacity each day, except if frozen in winter.
Seedlings of a species were about the same size when transplanted from the metal flats to pots filled with soil in both competition and growth studies. Leaf area for S. shortii, S. altissima, and F. arundinacea was about equal at the time when they were transplanted: Solidago species were
4 mm tall with 45 leaves, and F. arundinacea 5 cm tall with 23 leaves. Plants that died after transplanting were replaced with ones of comparable size for the first 2 wk of each study, after which no plants needed to be replaced. Banrot® and Di-syston® were applied once to all plants in both studies to control damping-off fungi and aphids, respectively.
Competition studies
In the de Wit (1960)
replacement series design, overall density is held constant, and proportions of each of two species grown together are varied from 0 to 100%. Further, experiments must be conducted at sufficiently high densities, and for time periods long enough, to be within the range of constant final yield (Connolly, 1986
). Within this range, qualitative interpretations of replacement series indices would not change (Cousens and O'Neill, 1993
).
To determine constant final yield of each species, monocultures of 1, 2, 4, 8, 12, and 16 plant(s) per pot were planted. Six replications were used per density. At a density of one, the seedling was placed at the center of the pot (Fig. 1A). At 216 seedlings per pot, seedlings were planted equally spaced from neighboring plants in a single ring, each seedling
4 cm from the center of the pot. Seedlings of both Solidago species were transplanted on 14 May 1992 and those of F. arundinacea on 16 May 1992. Plants were harvested on 1720 October 1992,
24 and 22 wk after transplanting Solidago species and F. arundinacea, respectively.
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0.2354). Five proportions of two species (i, j) were used in the replacement series: 0i:12j, 3i:9j, 6i:6j, 9i:3j, and 12i:0j. The three species were grown in three mixture combinations: S. shortii x S. altissima, S. shortii x F. arundinacea, and S. altissima x F. arundinacea. The planting design was similar to that in the monoculture planting density of 12 (Fig. 1B). Replications of six and ten pots per proportion were used in 1992 and 1994, respectively. Seedlings of all three species were transplanted on 2226 May 1992 and on 2428 April 1994. Plants were harvested on 15 November 1992 and on 2023 October 1994,
23 and 26 wk after transplanting, respectively. On the day plants were harvested, roots + rhizomes (washed free of soil) and shoots (including inflorescences) were dried separately at 80°C for 24 h and weighed. Height of the main shoot of each Solidago genet was recorded before they were dried in 1994.
Relative yield (RY) and relative yield total (RYT) were calculated for each species (Table 1). In replacement diagrams, actual RY of each species was plotted against the appropriate planting proportion. Expected RY for a species occurs when plants of this species grow equally well in mixture and in monoculture. Comparisons of actual RY of each species with their expected RY (diagonal dashed line in replacement diagrams) indicate (1) competition if the actual RY curve of one species is concave and that of the second convex, (2) niche differentiation if actual RY curves of both species are convex, or (3) mutual antagonism if actual RY curves of both species are concave. If actual RY curves are linear (i.e., do not differ from expected), the ability of one species to interfere with the other is equivalent. Values of RYT of 1.0 imply that there is competition, >1.0 imply niche differentiation, and <1.0 imply mutual antagonism (Harper, 1977
).
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Actual RYs were compared to their expected values [0.25 (or 0.75) for species i (or j) at 3i:9j proportion, 0.50 for species i and j at 6i:6j, and 0.75 (or 0.25) for species i (or j) at 9i:3j] and actual RYTs to their expected value (1.0) at each proportion by t tests. Mean aggressivity values among the species and mean height of genets for each Solidago species among proportions were compared by a one-way analysis of variance (ANOVA). Protected least significant difference tests (PLSDs, P = 0.05) were used as the multiple comparison procedure; t tests compared mean genet height of S. shortii and S. altissima when these two species were grown together at the same proportion. A two-way ANOVA was used to test for differences in actual RYs between the 1992 and 1994 growing seasons (SAS, 1985).
Growth study
Seedlings of S. shortii and S. altissima were transplanted individually into pots on 28 April 1992. Thirteen harvests were conducted over a 23-wk growth period (28 April6 October 1992). A harvest consisted of 12 randomly selected individuals of each Solidago species. Harvest 1 (i.e., 0 wk after transplanting) was obtained directly from the metal flats, and harvests 213 (123 wk after transplanting) from pots: harvests 26 at 1-wk-, 711 at 2-wk-, and 12 and 13 at 4-wk intervals. At each harvest, prints of fresh leaves were made using Diazo-type paper for ammonia developing, and leaf area (one side only) was determined by mass/area relationships. Plant material was separated into roots, rhizomes, stems, leaves (including cotyledons), and inflorescences, dried for 24 h at 80°C, and weighed.
To study growth in height, six seedlings each of S. shortii and S. altissima were transplanted individually into pots on 28 April 1992. Height of the main shoot of the same plant was measured (1) on the day of transplanting, (2) at weekly intervals for the first 4 wk after transplanting, and (3) at 23 wk intervals for the remainder of the growth period.
Total dry mass (W) and total leaf area (A) of individual plants were needed from each harvest to calculate growth parameters (Table 1). Parameters determined were relative growth rate (RGR), net assimilation rate (NAR), leaf area ratio (LAR), leaf weight ratio (LWR), specific leaf area (SLA), dry matter production (DMP), and leaf area duration (LAD). RGR measures the average efficiency of each unit of dry matter in the rate of production of new dry matter. Differences in RGR may result from NAR, a physiological component that approximates net photosynthesis, and/or LAR, a morphological component that measures leafiness of the plant. NAR and LAR are related to RGR by RGR = NAR x LAR. Differences in LAR may result from LWR, i.e., investment in leaf biomass, and/or SLA, which indicates thin leaves of relatively large area (high SLA) or thick leaves of small area (low SLA). LWR and SLA are related to LAR by LAR = LWR x SLA (Hunt, 1978
; Causton and Venus, 1981
; Lambers and Dijkstra, 1987
). DMP measures the amount of dry mass produced during a particular time interval, and differences in DMP may be explained by NAR and/or LAD. LAD is the photosynthetic potential of a plant, i.e., a measurement of the whole opportunity for assimilation a plant possesses during a growth period. NAR and LAD are related to DMP by DMP = NAR x LAD (Watson, 1952
; Kv
t et al., 1971
; Patterson, 1993
).
Differences in root, rhizome, and shoot dry masses, height, leaf area, number of leaves, and root/shoot and (root + rhizome)/shoot ratios between the two species were determined. Resource allocation patterns were calculated for each species as the percentage of total dry mass in each plant part.
The formula for calculating NAR varies depending on whether the relationship between W (dependent variable) and A (independent variable) is linear, quadratic, or exponential (Radford, 1967
). A regression and all-possible-regressions selection procedure determined that the most appropriate NAR formula to use in the study was for the case in which the relationship W vs. A was linear. That is, the linear relationship had the lowest Cp value (11.8) and highest R2 value (0.78), and all independent variables were significant (P =0.0001) (SAS, 1985
).
An ANOVA was used to test the effects and interaction of species and harvest date for each growth parameter: univariate repeated-measures ANOVA for height growth and two-way ANOVA for all other growth parameters. Data were plotted and t tests performed at each harvest to detect consistent differences between the two species during the growth period (SAS, 1985
). Significant harvest effect and/or species x harvest would be expected due to growth of plants and ontogenetic drift of parameters (cf. Kv
t et al., 1971
; Hunt, 1978
; Radosevich, Holt, and Ghersa, 1997
). Variances of some data were heteroscedastic, but ANOVA results are robust when sample sizes are equal (Neter, Wasserman, and Kutner, 1990
). Allocation data were arc-sine transformed before they were analyzed; they were back transformed for presentation. Greenhouse-Geisser corrected probabilities are reported for the repeated-measures ANOVA (SAS, 1985
).
| RESULTS |
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0.0537; year x proportion, P
0.3360); thus, values were pooled over years in all analyses. Actual RYs of S. shortii were significantly less than expected at each proportion when grown with S. altissima or with F. arundinacea (P = 0.0001), whereas those of S. altissima and F. arundinacea were significantly greater than expected (P
0.0075) (Fig. 2). On the other hand, actual RYs of S. altissima and F. arundinacea, when grown together, were not significantly different from expected values at each proportion (P
0.2157). RYT was not significantly different from 1.0 at all proportions in these three mixture combinations (P
0.1258).
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0.0301), but no consistent differences for these growth parameters were found between the two species (species effect, P
0.0893) (Fig. 5). On the other hand, consistent differences between S. shortii and S. altissima were found for DMP and LAD (species effect, P = 0.0001; harvest effect, P = 0.0001, species x harvest, P = 0.0001) (Fig. 6). Solidago altissima had higher DMP than S. shortii during weeks 219 of the growth period, significantly so for weeks 27 and 19 (P
0.0063). LAD was significantly greater for S. altissima than for S. shortii during weeks 323 of the growth period (P
0.0240).
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0.0221) and among harvests (P = 0.0001) (Fig. 7). Although root dry mass was similar between the two species over the growth period (species x harvest, P = 0.6700), rhizome and shoot dry masses, height, and leaf area were not (P
0.0061). Root dry mass of S. altissima was significantly greater than that of S. shortii only during weeks 27 of the growth period (P
0.0319). On the other hand, S. altissima had significantly greater rhizome dry mass, shoot dry mass, height, and leaf area than S. shortii during weeks 19 and 23, 223, 823, and 223, respectively, of the growth period (P
0.0427). Number of leaves did not differ significantly between S. shortii and S. altissima (P = 0.2537) and were similar between them over the growth period (species x harvest, P = 0.9635); however, they did differ significantly among harvests (P = 0.0001).
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0.0228), but not to leaves and inflorescences (P
0.3171) (Fig. 8). Harvest had a significant effect on root, rhizome, stem, leaf, and inflorescence allocation (P = 0.0001). Percentage allocation to roots, rhizomes, stems, and leaves varied between the two species over the growth period (species x harvest, P
0.0007; inflorescence, P = 0.8208). Both species allocated proportionately similar amounts of dry mass to roots during weeks 07 of the growth period (
34%; P
0.1135), but S. shortii allocated more than S. altissima during weeks 923 (45.2 vs. 34.6%; P
0.0213). Although S. shortii allocated proportionately more dry mass to stems than S. altissima during weeks 05 of the growth period (7.6 vs. 4.9%; P
0.0076), S. altissima allocated more than S. shortii during weeks 723 (16.8 vs. 11.4%; P
0.0457). Percentage allocation of dry mass to leaves was similar during the growth period for both species (
51%; P
0.1191). Solidago shortii and S. altissima allocated proportionately similar amounts of dry mass to sexual reproduction (
5%; P = 0.2434), but S. altissima allocated significantly more than S. shortii to vegetative reproduction (3.2 vs. 0.3%; P = 0.0003).
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0.58) and (root + rhizome)/shoot (
0.58) ratios during weeks 07 of the growth period (P
0.0994). However, S. shortii had significantly greater root/shoot (0.89) and (root + rhizome)/shoot (0.88) ratios than S. altissima (0.58 and 0.63) during weeks 923 (P
0.0211). | DISCUSSION |
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The superiority of S. altissima when grown with S. shortii is consistent with its large size (Figs. 6, 7), and not with RGR, NAR, LAR, LWR, or SLA (Fig. 5). Indeed, when S. shortii and S. altissima were grown together, S. altissima was significantly taller than S. shortii (Fig. 3). Among the many determinants of competitive ability, plant size has been found to be an important trait in other studies (Keddy and Shipley, 1989
; Hills and Murphy, 1996
; Rösch, Van Rooyen, and Theron, 1997
). Keddy (1989)
reasoned that since large plants can intercept more light and consequently allocate more resources for uptake of soil nutrients than small ones, large plants would have better competitive success than small plants.
NAR and leaf area, i.e., the "efficiency" and "capacity," respectively, of photosynthesis, are major determinants of yield in plants, and therefore of competitive ability. In particular, LAD has been suggested to be of relevance to studies of potential competitiveness (Watson, 1952
; Patterson, 1982
). Leaf area and LAD of S. altissima were significantly greater than those of S. shortii (Figs. 6, 7), but NAR and RGR did not differ significantly between the two species (Fig. 5). Other investigators also have found a poor correlation between yield and NAR (e.g., Patterson, 1993
) or between yield and RGR (e.g., Roush and Radosevich, 1985
).
Lack of difference in NAR between S. shortii and S. altissima is not too surprising since maximum net photosynthetic rates are similar among Solidago species: S. altissima and S. juncea (Potvin and Werner, 1983
), S. canadensis and S. missouriensis (Turner, Kneisler, and Knapp, 1995
), and S. altissima, S. canadensis, and S. gigantea (Schmid et al., 1988
). Mean NAR for S. shortii and S. altissima over the entire growth period (0.529 and 0.535 mg·cm-2·d-1, respectively) was within the range of values reported for other herbaceous dicotyledons (0.51.0 mg·cm-2·d-1; Larcher, 1995
).
Mean RGR for 130 herbaceous annuals and perennials and tree seedlings in the local flora of Sheffield, England, ranged from 0.031 to 0.314 g·g-1·d-1 (mean = 0.152) (Grime and Hunt, 1975
). In the present study, mean RGR of S. shortii and S. altissima seedlings (05 wk after transplanting) was 0.120 and 0.124 g·g-1·d-1, respectively (Fig. 5). Meyer (1993)
reported a mean RGR of 0.117 g·g-1·d-1 for plants of S. altissima without insects and 0.0970.118 g·g-1·d-1 for those with aphids, beetles, or spittlebugs. Thus, mean seedling RGR of both Solidago species was near the middle of the range of mean RGRs of the 130 species studied by Grime and Hunt (1975)
.
Percentage allocation of dry mass to plant parts (except stems) and root/shoot and (root + rhizome)/shoot ratios were similar for S. shortii and S. altissima during AprilJune (Fig. 8). In contrast, S. shortii allocated proportionately more dry mass to roots and less to stems and rhizomes than S. altissima during JulyOctober. Further, S. shortii had higher root/shoot and (root + rhizome)/shoot ratios than S. altissima during JulyOctober. For plants of S. altissima collected from the field,
5, 13, 44, 27, and 11% of dry mass were allocated to roots, rhizomes, stems, leaves, and inflorescences, respectively (Gross et al., 1983
; Abrahamson and McCrea, 1986
). In contrast, for rhizome-derived plants of S. altissima grown in a greenhouse
8, 37, 28, 22, and 5% of dry mass were allocated to roots, rhizomes, stems, leaves, and inflorescences, respectively (Abrahamson, Anderson, and McCrea, 1988
) and for seed-derived plants
37, 8, 19, 30, and 6%, respectively (present study). Schmid, Bazzaz, and Weiner (1995)
reported that for seed-derived plants of S. canadensis grown in an experimental garden, a comparatively large proportion of the dry mass was allocated to roots and leaves, whereas for rhizome-derived plants a particularly large proportion was allocated to new rhizomes. With respect to allocation to stems and inflorescences, there was little difference between seed- and rhizome-derived plants of S. canadensis. Thus, although allocation to various plant parts differs among experimental conditions, S. altissima allocates more dry mass to above- than to belowground plant parts.
Competitive abilities, physiological and morphological traits, and distribution along soil moisture gradients of the S. shortii/S. altissima species pair are similar to those reported for the S. juncea/S. altissima species pair. Using reciprocal transplants in an experimental field study, Werner (unpublished data, cited in Potvin and Werner, 1983
) found that S. juncea, a dry-site species, survived at the dry end of a soil moisture gradient with and without surrounding vegetation. At the wet end of the gradient, S. juncea grew large only in the absence of vegetation, and it grew poorly in its presence. In contrast, S. altissima, a wet-site species, grew best at the wet end of the gradient with and without neighboring plants and poorly at the dry end.
Morphological differences between S. juncea and S. altissima were more important in determining species distribution along the soil moisture gradient than was physiology. Assimilation rate, stomatal conductance, water-use efficiency, leaf water potential, and stomatal response to low water potential were similar for the two species. However, S. juncea survived better than S. altissima on dry sites due to (1) greater belowground allocation of biomass, (2) smaller leaf area, and (3) earlier completion of growth and flowering in the growing season (Potvin and Werner, 1983
, 1984
).
Solidago altissima is a better competitor than S. shortii due to its relatively larger size and, thus, greater light interception and photosynthate production. However, since plants of S. shortii have a smaller leaf area, higher percentage allocation to roots, and higher root/shoot ratio than S. altissima, S. shortii is more drought adapted than S. altissima. Indeed, we have observed that S. altissima wilts more easily than S. shortii in the field and in pots in the greenhouse. Buchele, Baskin, and Baskin (1989)
never observed S. shortii wilting in the field, even though soil moisture content frequently dropped below the permanent wilting percentage in the upper layer of soil. On the other hand, the small-sized growth form of S. shortii would be more easily overtopped and thus shaded out by neighboring plants on moist sites than would S. altissima. Thus, S. shortii survives within the geographic range of S. altissima since it apparently is the most drought tolerant of the two species. As such, S. shortii grows in rocky habitats where S. altissima does not become established. Low competitive ability appears to be one of the factors preventing S. shortii from maintaining its presence in mesic habitats in the Blue Licks area, and it may be one of several factors contributing to the narrow endemism of the species.
| FOOTNOTES |
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2 Author for correspondence, current address: Department of Evolution, Ecology, and Organismal Biology, The Ohio State University, 1735 Neil Avenue, Columbus, Ohio 43210-1293. ![]()
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