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Population Biology |
Department of Ecology and Evolutionary Biology, University of CaliforniaIrvine, Irvine, California 92687 USA
Received for publication September 11, 2003. Accepted for publication January 8, 2004.
| ABSTRACT |
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Key Words: flowering phenology functional gender genetic correlations natural selection nonrandom mating pollination quantitative genetics
| INTRODUCTION |
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Genetic variation in flowering schedules creates temporal population structure similar to spatial structure (Fox, 2003
). In so doing, it inflates the additive genetic variance in phenological traits by bringing together alleles with similar phenotypic effect (Wright, 1921
; Breese, 1956
; Crow and Kimura, 1970
; Felsenstein, 1981
; Barton and Turelli, 1991; Lynch and Walsh, 1998
), a condition termed gametic phase disequilibrium. This variance inflation can make flowering timeand any traits genetically correlated to flowering timemore responsive to selection (Breese, 1956
; Lyons and Mulley, 1992
; Strauss et al., 2002
; Fox, 2003
).
Despite the potential importance of assortative mating for phenology, we know virtually nothing of its strength in natural populations. Assortment by flower color or inflorescence structure is well studied (e.g., Levin and Watkins, 1984
; Jones, 2001
; Jones and Reithel, 2001
), but we are aware of only three papers reporting tests for nonrandom mating by flowering phenology. Gutierrez and Sprague (1959)
planted several strains of maize, each with a distinctive visible recessive marker trait, and let them freely cross-pollinate. Segregation of markers in F2 progeny revealed that phenologically similar strains were more likely to cross. Ennos and Dodson (1987)
found similar results by analyzing the frequency of isozyme markers in the progeny from open-pollinated experimental plantings comprised of five clones of the self-incompatible grass Cynosurus cristatus. Stanton et al. (1997) found no evidence for phenological assortment from allele frequencies at three isozyme loci in a natural population of Ranunculus adoneus. The marker-based approach can be powerful in a small, genetically characterized population where paternity of each seed can be established. To achieve this level of resolution in natural populations, however, many pollen donors (thousands?) would have to be characterized at many loci, as would numerous offspring from each seed parent. Difficulties such as like these could be why phenological assortment remains unexplored. Clearly, less cumbersome methods to study assortative mating in natural populations are needed.
An alternative method is suggested by the work of Lyons and Mulley (1992)
who explored the potential for assortative mating in Nicotiana by measuring temporal overlap in their flowering schedules. Large plants flowered longer than small ones and so had more within-type mating opportunities. Fox (2003)
further explored this approach by showing that variation in any component of the flowering schedule (e.g., day for first flower, peak flowering, last flowering, and the skew and kurtosis of the schedule) could induce nonrandom mating.
The present paper takes the schedule-based approach to its logical conclusion by deriving a method to estimate the phenotypic correlation between matesthe standard quantitative genetic metric for assortative matingfrom individual flowering schedules. The method first calculates the mating probability between all possible mating pairs in a sample and then uses these probabilities to calculate a weighted correlation between the phenotypes of pollen recipients and the phenotypes of their potential pollen donors. The resulting correlation coefficient is symbolized by
. This is a prospective estimate of the correlation between mates because it is based on mating opportunities.
We then validate the schedule-based method by comparing its prediction to the results of a second method based on established quantitative genetic principles. This second method is retrospective because it calculates the phenotypic correlation between mates using information from the offspring generation. By standard theory (Falconer and Mackay, 1996
), for a polygenetic trait, the slope of the regression of offspring phenotype over maternal phenotype equals half the heritability, provided mating is random. When mating is assortative, however, the regression of offspring phenotype over maternal phenotype is inflated by a factor of 1 +
(Fisher, 1918
; Wright, 1969
; Lynch and Walsh, 1998
). Thus, deviation of the offspring-maternal regression from the random mating expectation measures the correlation between the mother and her mates. The prospective method is easily applied in natural populations, and so, if valid, it can become an important tool in plant population biology.
Flowering phenology, the shifting mating pool, and assortative mating
Variation in the flowering schedule causes a shift in the composition of the mating pool as the flowering season progresses (Ennos and Dodson, 1987
; Fox, 2003
). This shift is the fundamental cause of phenological assortative mating. Say, for instance, that individuals vary in flowering time (days from germination to first flowering). The mating pool can be characterized on day d of the flowering season by a weighted mean flowering time, zd, of the contributors to the pool on that day:

How can we test if the phenotypic shift in zd over the season reflects a genetic shift in the mating pool? Ennos and Dodson (1987)
argued that if flowering time is heritable, the flowers produced by a mother at the beginning of her flowering period receive pollen from "genetically earlier" fathers than those she produces at the end. Thus, a significant difference in the flowering times of first- and last-produced offspring by individual mothers demonstrates that the fundamental condition for phenological assortative mating pertains. In essence, flowering time itself is the genetic marker for paternal phenotype. However, the validity of this interpretation rests squarely on the assumption that maternal age at the time a flower is pollinated has no effect on flowering time of the resulting offspring. Later we present an experimental protocol to test this assumption.
Although we used the day of first flowering as our example, variation in other components of the flowering schedule can cause seasonal shifts in their means. When individuals vary in duration of the flowering period or the day within the period for peak flower production, components of schedule "shape," they will not contribute equally to the mating pool across the mating season, and their daily averages will shift (see Fox, 2003
). Correlations of the "temporal position" or "shape" components of the flowering schedule with flower production, the "size" component, will accentuate shifts in their daily means.
A prospective estimate for the intensity of phenological assortative mating
How strong is assortative mating? The potential for phenological assortative mating can be characterized by the phenotypic correlation between potential mates,
. For hermaphrodites,

mf is the proportion of all mating opportunities for which m is the mother and f is the expected father, estimated as 
md is the proportion of all the flowers produced by the population over the season that were open on mother m on day d. The
mf's sum to 1, m
f for self-incompatible species, and
ij need not equal
ji when individuals exchange roles as mother and father. When all
mf are equal, the numerator in Eq. 2 becomes zero.
When
2(z) is the same for both sexes,
is also the regression slope of the expected paternal phenotype over the observed maternal phenotype. The fathers contributing pollen to mother m will have the expected phenotype

. It is easy to estimate zf|m on a spreadsheet, making Eq. 4 more practical than Eq. 2.
Age-specific variation in fecundity can bias estimates of
. In a later section we show how
id can be adjusted to account for the lower rate of fruit set typically seen toward the end of the flowering period (e.g., Stephenson et al., 1988
).
Estimates of
by Eqs. 2, 3, and 4 are based on the contributions of individuals to the mating pool, rather than their representation in the population generally. Thus,
values are affected by selection (see Lewontin et al., 1968
). Suppose late-flowering plants produce more flowers (late flowering favored). The frequency of early x late mating will increase (as the early plants approach the end of their flowering period), which commensurately reduces the frequency of early x early. As a result,
is lower than if all individuals had equal flower production. It may be desirable for some purposes to know how selection, acting through variation in the "size" of the mating schedule, changes the potential for assortment, which acts through "temporal position" or "shape." We define
* as the correlation between mates assuming equal flower production. This statistic is calculated with Eqs. 2 and 3 or by Eq. 4, substituting
jd (proportion of father j's flowers on day d) for njd (number of flowers on day d).
A retrospective estimate for the intensity of assortative mating
Flowering schedules provide circumstantial evidence for the phenotype, and genotype, of the father for an offspring produced at a given time. Direct evidence can be gained from the phenotypic correlations between parents and offspring. Drawing on Wright (1921
, 1969)
, consider the path diagram in Fig. 1. The regression of phenotype, Z, over genetic value, H, has a coefficient of h. Under standard assumptions, this is true for both of the parents and for the offspring. The regression of an offspring's genetic value over the genetic value of one parent has a coefficient of one-half, assuming equilibrium (Li, 1975
; Lynch and Walsh, 1998
). Under random mating (
= 0), the regression of offspring over maternal phenotype is the product of the path coefficients directly connecting Zm to Zo (Fig. 1): bo,m = h x
x h =
h2. Assortative mating (
0) changes the regression by adding the path going through paternal phenotype:
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'. | MATERIALS AND METHODS |
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Plants descended from a naturalized population of B. rapa found along the Back Bay, Newport Beach, California. This species is a self-incompatible winter annual found in mesic or frequently disturbed sites. To ensure adequate genetic variation in flowering time (to avoid type II errors) we created a synthetic population by combining genetic lines provided by Dr. Gretchen LeBuhn (San Francisco State University). Seeds collected in 1999 from the Back Bay were divided into three selection lines: accelerated flowering, delayed flowering, and a nonselected control. Two generations of selection moved mean flowering times approximately 0.75 standard deviations below and above the control. To establish the parental generation for the two experiments we randomly drew seed from a pool comprised of equal proportions of the three lines.
The parental generations were planted in 12 x 12 x 14 cm pots filled with a 67 : 33 mixture of soil-less mix and coarse sand. Parents were fertilized every 2 wk with 20 : 20 : 20 soluble fertilizer. The offspring generations were planted in ConeTainer pots (Steuwe and Sons, Corvallis, Oregon, USA) with the same soil mix and fertilized every 2 wk until flowering.
Controlled pollination experiment
The retrospective method for estimating
requires that maternal effects be negligibly small (maternal effects also inflate the regression of offspring phenotype over maternal phenotype). It also requires an unbiased estimate of h2 for flowering time. This experiment addressed these points. It also established whether maternal age at pollination had an effect on offspring flowering time. The test for a maternal age effect was important: if siblings from a mother's first-produced flowers were different from those in the last-produced flowers because of maternal age, genetic differences among the pollen donors to those flowers would be obscured, and with them, the within-season shift in the pollen pool.
In the parental generation, 16 plants were assigned to eight monogamous pairs. Plants within a pair were reciprocally pollinated every 3 d during the flowering period. Maternal age at each pollination was calculated as days since first flowering. Seeds were collected at senescence. These crosses gave rise to eight reciprocal full-sibships (half the full sibs having one parent as mother and the reciprocal having the other parent as mother). All offspring within a cross had the same genetic relatedness, so maternal (or paternal) age effects could be attributed to environmental causes. We tested the effects of cross, reciprocal mothers within cross, and maternal age at pollination, plus the two interactions by analysis of covariance (ANCOVA). We approximated variance explained as the proportion of the type I sum of squares associated with each effect.
To ensure that each individual had early- and late-produced offspring sired by the same pollen donor, it was necessary to reciprocally mate the first-flowering plant with the second, the third with the fourth, and so on. Thus, the parents were assortatively mated. As stated earlier, assortative mating does not bias the regression of offspring on mid-parent (Falconer and Mackay, 1996
; Lynch and Walsh, 1998
). It also greatly increased statistical power for estimating the regression slope (Lynch and Walsh, 1998
). The significance of the heritability estimate was tested by the regression of sibship means over the mid-parent value (df = 7). However, when sibship sizes are unequal, the resulting regression slope can be biased (Lynch and Walsh, 1998
), and so we used the slope for the regression of individual offspring over their parents as our point estimate of heritability.
Open pollination experiment
Flowering schedules were recorded for 48 individuals in the parental generation. Here we define our terms to describe flowering schedules. We use "day" to denote the number of days since seed sowing. "Germination time" is the number of days from sowing to seedling emergence. "Flowering time" is the number of days between emergence and first flowering (a plant emerging on day 8 and flowering on day 50 had a flowering time of 42 d). "Flowering period" is the number of days from first flowering to last. We calculated "flowering period symmetry" by subtracting one-half of the flowering period (number of days) from the number of days into the flowering period that 50% of the eventual total flower production was reached and then divided by flowering period. The symmetry index is negative when a plant's flower production is concentrated near the end of its flowering period and positive when flowering is concentrated toward the beginning. Traits were defined to avoid artificial correlations (e.g., "flowering time" is potentially independent from "germination time," whereas "day of first flowering" is not). However some traits are composites, and so measurement errors can be correlated (e.g., "flowering time" = "day of first flowering" "germination time," and so if germination is mistakenly recorded a day late, flowering time will be mistakenly calculated a day shorter). Such errors are unlikely to be large.
The days of germination and of first flowering were recorded for each plant. We censused the number of open, pre-senescent flowers for each plant every third day. Plants were pollinated at random after each census. We followed a computer-generated, random path through the population, picking up and depositing pollen on every open flower on each plant (starting at the bottom of the inflorescence) with a camel hair brush. A new path was generated for each day. If a plant was not in flower, we moved to the next on the list.
Flowering schedules were used to calculate zd the mean flowering time of the plants contributing to the mating pool on day d (Eq. 1) and the prospective correlation between mates (Eqs. 2 and 3). The corresponding calculations were also performed for germination time, flowering period, flowering period symmetry, and total number of flowers produced. Confidence intervals (95%) were based on a sample size of 48.
To get the retrospective estimate of the correlation between mates,
', we examined offspring produced by 17 of the plants: the five earliest plants (rank order 15), five intermediates (ranks 2125), and the seven latest (ranks 42 48). On each census day we marked the two newest flowers on each plant and collected resulting fruits at the end of the season. Thus, for the offspring from each marked flower, we knew maternal phenotype and the day on which it was produced. Based on flowering schedules, we knew the expected paternal phenotype on that day.
In May of 2002, we planted 1371 offspring from the 17 maternal plants. We attempted to raise 15 offspring per mother per census day. The total number of offspring per maternal plant varied according to the length of her flowering period and her success on each pollination day. Germination and flowering times were recorded as described. It was not feasible to record the other elements of the flowering schedule for that many plants. The offspring were grown under longer photoperiods than the parents and this resulted in a compressed flowering season. When comparing parents to offspring, we standardized data to z = 0 and
2 = 1 to control for generational differences in environmental variance. Because of the environmental differences between generations, the estimated heritability may be lower than that under the natural photoperiod (Lynch and Walsh, 1998
), but this should not seriously affect our comparison of prospective and retrospective estimates of the correlation between mates.
In the next section we show how the open pollination experiment was analyzed to estimate the correlation between mates. We also analyzed the experiment to determine if the fundamental condition for assortative mating pertains, namely, that the genetic composition of the mating pool changes over the course of the season. We used ANCOVA to determine if offspring flowering time could be explained by maternal flowering group (early, intermediate, or late), and day of the season the offspring was produced (day of pollination), or their interaction. A significant "day of season" term would show that after holding maternal contributions constant (including genetic contributions), first-produced offspring flower earlier than last produced offspring and therefore must have had "genetically early" fathers. Maternal age at pollination was entered as a covariate. Not all mothers produced flowers on every census day, and so type IV sums of squares were calculated with PROC GLM of SAS (1990)
.
Prospective and retrospective estimates of 
Flowering schedules were used to construct prospective estimates of the correlation between mates,
, for all measured traits. All 2256
mf's, pair-wise mating probabilities, were calculated by Eq. 3 and inserted into Eq 2. We also calculated
as the regression of zf|m (Eq. 4) over maternal phenotype for each trait. Later-produced flowers on a mother are unlikely to set fruit, so we weighted the contribution of each flower to the ovule pool by the age-dependent probability of fruit-set seen among the 17-plant subset, which we determined by logistic regression of fruit-set on maternal age.
The retrospective estimate of
could be based only on the 17 marked maternal plants, thus we revised the prospective estimate accordingly. Only the two marked flowers per census day were included in the revised maternal flowering schedules.
Next, we combined information from both the controlled and open pollination experiments to estimate the retrospective correlation between mates,
'. Drawing on Eq. 5 for the slope of the regression of offspring over mother, we used the NLIN procedure of SAS (1990)
to fit the model
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' in the controlled pollination experiment. | RESULTS |
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based on flower counts could be biased if not all flowers are equally likely to set fruit. Figure 6A shows that flowers produced late in a mother's flowering period are much less likely to set seed than earlier flowers. As a result, flowering schedules for maternal function differ from those for paternal function (Fig. 6B). We used these adjusted schedules to calculate the correlation between mates.
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= 0.58 between flowering times of maternal plants and their potential mates (Fig. 7A). The area of the each symbol in the bivaraite plot is proportional to
mf, the probability of mating between the corresponding mother and father. For instance, the first plant to flower had a 4.28% chance of receiving pollen from the second plant to flower, but less than a 0.01% chance of receiving pollen from the 48th (Fig. 7A). The 48th plant to flower had a 0.02% chance of receiving pollen from the first, but a 3.47% chance of receiving it from the 47th. Under panmixia, all plants would have had a 2.12% chance of mating with any other plant. The regression of the expected father phenotype, zf|m, over maternal phenotype was also 0.58 (95% CI: 0.530.63) (Fig. 7B). Issues related to significance testing for
are raised in the Discussion.
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is affected by differences in flower production. To determine the correlation between mates based purely on assortment, we calculated
*, which substitutes
fd (the proportion of seasonal flower production for father f realized on day d) for nfd. The resulting correlation coefficient was 0.59 (95% CI: 0.540.64), which is indistinguishable from
. We expected the degree of assortment for the other measured traits to vary in proportion to their correlation with flowering time. Germination time was not correlated with flowering time (Table 3) and as expected, we observed no potential for assortative mating for this trait (Fig. 8A, B). Symmetry of the flowering schedule and total flower production were both positively correlated with flowering time (Table 3) and both showed significant potential for assortment (Fig. 8EH). Although duration of the flowering period was not correlated with flowering time (Table 3), duration did show a significant potential for assortment (Fig. 8C, D). This is a reasonable result; two plants that produce flowers over many days are likely to share more mating opportunities than two plants with short flowering periods. Some of the assortment in flower production may have been caused by its correlation to flowering period duration (Table 3). Assortment for schedule symmetry may have been reduced by its negative correlation with duration.
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Table 4 shows that the correlation between maternal and paternal plants in the controlled pollination experiment was
= 0.93. Recalling that the estimated heritability of flowering time was h2 = 0.71 and that no general maternal effects were detected, the regression of offspring over mother is expected to be bo,m = 0.355, assuming panmixia and equilibrium. Assortative mating inflates the regression of offspring over one parent by a factor of 1 +
, and so given the prospective estimate of
in this experiment, the expected offspringmother regression is bo,m = 0.355 x 1.93 = 0.685. This is close to the observed value, bo,m = 0.70 (Table 4). Fitting the observed maternal and offspring flowering times to Eq. 7 yields a retrospective estimate of
' = 0.97. The prospective and retrospective estimates lie within each other's 95% confidence intervals (Table 4).
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was 0.43 (Fig. 9). We note that the intercept for the regression of expected paternal over maternal flowering time was similar to that for the full data set, whereas the slope was 28% lower. In the discussion we will argue that this pattern indicates selection on flowering time through male function.
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' = 0.39 for this experiment (Table 4). The prospective and retrospective estimates lay within each other's 95% confidence intervals. | DISCUSSION |
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, indicated a strong potential for phenological assortative mating (Fig. 7). This was confirmed by the retrospective estimate of assortative mating,
', which we measured by the inflation in the offspringmother regression (Table 4).
Statistical issues
The method for prospectively estimating
can be easily applied to natural plant populations. However, testing the null hypothesis, that
is significantly different from zero, remains problematic. For each point in the regression of expected paternal phenotype, zf|m, on maternal phenotype (Fig. 7B), one of the plants is contrasted to its 47 potential mates. Thus each point relies on the information for the same 48 plants, and so confidence intervals associated with our prospective estimate of
will be artifactually narrow. This makes the test that
0 overly liberal. However, it also makes the test that
=
' conservativeconfidence intervals for prospective and retrospective estimates are less likely to overlap. We are developing resampling methods to derive unbiased confidence intervals.
A caveat: gametic phase disequilibrium in the synthetic population
We found close agreement between the prospective and retrospective estimates of
in both experiments. However, there was reason to expect that the retrospective estimate,
', would be larger that the prospective estimate. Our decision to construct the experimental population from selected lines increased both the potential for assortative mating and our ability to detect a seasonal genetic shift in the pollen pool. However, it may have biased our estimate of
'.
Lush (1937)
noted that additive genetic variance can be partitioned into two components. First is the genic variance, which is the variance expected under equilibrium, given observed allele frequencies. The remaining portion is caused by gametic phase disequilibrium, that is, the tendency of individual genotypes to contain an excess of alleles at different loci with similar phenotypic effect (e.g., AB and ab gametes occur more frequently than Ab and aB gametes). Gametic phase disequilibrium causes the variance inflation under assortative mating. Disruptive selection also induces gametic phase disequilibrium (Walsh and Lynch, in press
). Our synthetic population, composed of divergently selected lines, was unlikely to be in Hardy-Weinberg equilibrium. It is conceivable that even if we mated plants randomly, the regression of offspring over a single parent could have been greater than
h2 (Walsh and Lynch, in press
). However, if the inflated offspring-maternal regression is caused only by gametic phase disequilibrium in the parental generation, we would not have expected such close agreement between the prospective and retrospective estimates of
in both of the experiments (Table 4).
Assortative and selective mating
A considerable body of theory connects selection and assortative mating under various mate choice scenarios in animals (O'Donald, 1960
; Karlin and Scudo, 1968
; Scudo and Karlin, 1968
; Karlin, 1969
; Burley, 1983
; Gimmelfarb, 1988
). We will bypass the controversy over mate choice in plants (Wilson and Burley, 1983
; Charlesworth et al., 1987
; Marshall, 1998
) and focus on the interplay of assortative and selective mating caused by differences in male and female flowering schedules.
Our analysis of the open pollination experiment included three prospective estimates of
, each with different assumptions about male and female flowering schedules. The first of these estimates,
* = 0.59, assumed all individuals contributed equally, and with equal success, to the mating pool through both genders. Thus,
* reflects the potential for pure phenological assortative mating. The mean paternal phenotype in this regression (mean of zf|m) was the same as the population mean, 51.8 d, and this indicates no selection through male function.
The second calculation,
= 0.58, accounted for individual variation in flower production and for the reduced fruit set in last-produced flowers (Fig. 6). Flower production was positively correlated with flowering time, and because male success is often associated with flower production (e.g., Devlin and Ellstrand, 1990
; Broyles and Wyatt, 1995
), late flowering should be favored through male function. However, we found that the average paternal phenotype fell to 49.8 d; thus there was a selection differential on flowering time of 2.0 d through male function (0.19 standard deviation units). Fruit set declined as mothers reached the end of their flowering period (Fig. 6), and this imposed selection for earlier flowering time through male function. Consider the siring prospects of early- and late-flowering individuals, remembering that flowering time is approximately normally distributed. Over the season, high-quality flowers are most abundant when the plants with close-to-average flowering times approach the midpoint of their flowering periods (Figs. 3, 6). Pollen from an early-flowering plant will have access to other early plants, plus the most successful flowers on average plants. In contrast, when a late plant comes into flower its pollen has only brief access to the high-quality flowers on average plants. Its prospects deteriorate at the end of the flowering period when only the last flowers on late plants are available as recipients and these are almost sure to fail. Even if late plants make more pollen, low availability of high-quality recipients lowers male fitness.
When we restricted the analysis for female function to the marked flowers,
= 0.43, high-quality pollen recipients were even more limited. Because our design allowed only two flowers per maternal plant per census date to succeed, the female flowering schedule was more or less flat (cf. Fig. 6B). This damps the peak in abundance of high-quality flowers, and so late-flowering plants have even greater mate limitations on male function. This gave the regression for the revised estimate of
a lower slope, but similar intercept, than the first two estimates. The average paternal flowering time was lowered to 45.9 d, resulting in a selection differential of 5.9 d (0.55 standard deviations). These calculations also indicate that functional gender correlates with flowering time (Ennos and Dodson, 1987
; Campbell, 1989
).
Applications
The last 25 yr have seen great progress in understanding the many factors that can impose selection on the size, shape, and temporal position of the flowering schedule. The selective factors acting on phenology are diverse and include direct effects of seasonal change in physical resources (Torres et al., 2002
), seasonal change mediated by competition (Schemske, 1977
; Schmitt, 1983
), pollinator availability (Schemske, 1977
; Gross and Werner, 1983
; Torres et al., 2002
), and by flower or seed predation (English-Loeb and Karban, 1983
; Gross and Werner, 1983
; Biere and Honders, 1996
; Bishop and Schemske, 1998
; Pilson, 2000
; Mahoro, 2002
). Mate limitation may typically select on phenology through male function (Campbell, 1989
; Devlin and Ellstrand, 1990
) but Ollerton and Diaz (1999)
showed it can also act through female function. Of course, selection on phenology is variable (Ollerton and Lack, 1992
): in these cited studies, not all aspects of the flowering schedule were under selection in every population or generation. However, very few papers (e.g., Buide et al., 2002
) report no relationship between reproductive success and some feature of flowering phenology.
We find it surprising that in this wealth of information on flowering phenology, the role of assortative mating has been so seldom considered (e.g., Ennos and Dodson, 1987
; Lyons and Mulley, 1992
; Fox, 2003
). Studies cited in the Introduction indicate that flowering schedule components are often heritable, and in some cases the intensity of maternal or paternal environmental effects on offspring phenology may also vary genetically (Purrington, 1993
; Lacey, 1996
). We concur with Fox (2003)
that phenotypic assortative mating on flowering phenology should be ubiquitous, and because phenological traits are often heritable, genetic assortative mating should be common. Perhaps phenological assortative mating has not received more scrutiny because of the lack of a quantitative method. Augspurger (1981)
developed a synchrony index based on the overlap in individual flowering periods, but it does not account for the number of flowers produced across the period. Recently, others (Meagher and Delph, 2001
; Mallo, 2002
) have fitted flowering schedules to algebraic functions for descriptive purposes. However, these methods do not by themselves relate phenotype to mating probability.
More intensive studies of phenological assortative mating can contribute to our understanding of some long-standing questions in plant population biology. First among these is the contribution of nonrandom mating to speciation. Many plant species have parapatric, locally adapted subpopulations; frequently these subpopulations differ in phenology (e.g., Antonovics and Bradshaw, 1970
; Schmitt, 1983
; see also Mazur and LeBuhn, 1999
). Kirkpatrick and Ravigne (2002) emphasize the power of disruptive selection acting directly on assorting traits to create reproductive isolation among lineages and cite flowering time as a prime example. Bridle and Ritchie (2001) argue the importance of assortative mating in shaping the adaptive landscape, saying "An important challenge for the future is ... to understand the ecological and genetic changes that cause divergence in quantitative traits contributing to assortative mating." Our methods can be used to investigate the three-way balance among selection, gene-flow, and phenological assortative mating during the initial stages of speciation.
Our methods may be also useful in addressing a very different question: why do natural plant populations maintain genetic variance in resistance to insects and pathogens (Rausher, 1996
)? The fitness costs of resistance have been invoked as a constraint on defense evolution, but empirical evidence suggest that resistance costs are not often strong, compared to its benefits (Simms, 1992
; Bergelson and Purrington, 1996
). Recent work shows that highly defended plants flower late (Agrawal et al., 2002
; Traw, 2002
), suggesting that populations assortatively mate by defensive ability (Lyons and Mulley, 1992
; Strauss et al., 2002
), possibly inflating the genetic variance in resistance. This raises an interesting possibility. During periods of low herbivory, selection against resistance (through costs) acts on genetic variance inflated by assortative mating, which in turn drives resistance to lower levels. However, herbivore attack often delays flowering (Junger and Bergleson, 2000
; Krupnick et al., 1999
) which could bring susceptible (damaged) individuals into synchrony with resistant (undamaged) individuals. Several successive generations of attack would select for greater resistance, but the concomitant mating synchrony could reduce the genetic variance available for an evolutionary response. A model by Winterer and Weis (in press) suggests that the asymmetry in genetic variance between periods of no herbivory and high herbivory could allow susceptibility to persist even in resistance benefits exceed costs. Our methods could be useful to study damage-induced mating delays and the evolution of resistance.
Although our method to estimate potential phenological assortative mating is easy to apply to natural populations, results must be interpreted in light of underlying assumptions. The calculation for
assumes that on each day, every open flower has an equal chance of donating pollen to every other open flower (except self-flowers). Of course, close neighbors are more likely to mate than distant ones (Campbell, 1989
; Devlin and Ellstrand, 1990
). Low mate density in the neighborhood will cause "sampling error," such that the mean phenotype of the locally available pollen donors may deviate from the populations-wide expectation (the mean of zf|m).
We tailored our methods to deal with hermaphrodites that mate promiscuously and repeatedly. However, there should be no great difficulty adjusting them to other mating systems. Examination of mating schedules can yield estimates of the potential for phenological assortative mating in a variety of species to address a variety of questions.
| FOOTNOTES |
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| LITERATURE CITED |
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Antonovics J. A. D. Bradshaw 1970 Evolution in closely adjacent plant populations Part 8. Clinal patterns at a mine boundary. Heredity 25: 349-362[ISI]
Augspurger C. K. 1981 Phenology, flowering synchrony, and fruit set of six neotropical shrubs. Biotropica 15: 257-267[CrossRef]
Barton N. H. M. Turelli 1991 Natural and sexual selection on many loci. Genetics 127: 229-255[Abstract]
Bergelson J. C. B. Purrington 1996 Surveying patterns in the cost of resistance in plants. American Naturalist 148: 536-558[CrossRef][ISI]
Biere A. S. J. Honders 1996 Impact of flowering phenology of Silene alba and S. dioica on susceptibility to fungal infection and seed predation. Oecologia 77: 467-480
Bishop J. G. D. W. Schemske 1998 Variation in flowering phenology and its consequences for lupines colonizing Mount St. Helens. Ecology 79: 534-546[CrossRef][ISI]
Breese E. L. 1956 The genetical consequences of assortative mating. Heredity 10: 323-342
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