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Ecology |
2Louisiana State University, Department of Biological Sciences, 202 Life Sciences Building, Baton Rouge, Louisiana 70803 USA; 3Archbold Biological Station; P. O. Box 2057, Lake Placid, Florida 33862 USA; 4Institute of Pacific Islands Forestry, USDA Forest Service, 23 East Kawili Street, Hilo, Hawaii 96720 USA
Received for publication February 5, 2004. Accepted for publication October 26, 2004.
| ABSTRACT |
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Key Words: congeneric species-pairs Florida scrub habitat specialization Lechea microhabitat Polygonella rarity rosemary scrub
| INTRODUCTION |
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The key to understanding ecological phenomena such as habitat specialization depends on the clarification of mechanisms behind observed distributions and identification of the scale at which these mechanisms function (Levin, 1992
). The definition of commonness and rarity is scale dependent (Schoener, 1987
); there are several different types of rarity defined by geographic regional abundance, local abundance, and habitat specificity (Rabinowitz, 1981
). Seemingly contradictory models describing patterns of abundance are compatible when the scales referred to in each model are considered (Collins and Glenn, 1991
). In certain cases, studies that focus on large spatial scales may be hampered by neglecting smaller scales, which often may be more relevant to mechanisms causing observed distributional patterns (Huston, 1999
).
The difference between habitat and microhabitat is a difference of scale, and we argue that this distinction is critical to the elucidation of the mechanisms underlying the restriction of rare, habitat-specialist plants. Habitat generally refers to strong environmental discontinuities at large scales, greater than 103 m (Svenning, 1999
) and is usually characterized by the dominant plant forms or physical characteristics of the habitat (Ricklefs, 1990
). Microhabitat refers to environmental conditions that vary at small scales (Svenning, 1999
) and can be defined as the environmental conditions surrounding an individual (Menges et al., 1999
).
Habitat generalists and habitat specialists are expected to differ in their response to variation in microhabitat. Generalists that can occupy several habitat types are predicted to exhibit little difference in performance among habitat types (Seamon and Adler, 1996
) and little specificity for particular microhabitats within a single habitat type (Brown and Pavlovic, 1992
). Conversely, the performance of specialists that are restricted to a single habitat may be dependent on particular microhabitat conditions that are characteristic of their preferred habitat (Rosenzweig, 1981
). Thus, the performance of habitat specialists may be differentially affected by contrasting microhabitat types within a habitat (Griffith, 1996
; Hilton and Boyd, 1996
; Menges and Kimmich, 1996
; Kephart and Paladino, 1997
; Dinsdale et al., 2000
; Wolf, 2001
; Bruno, 2002
; Colling et al., 2002
).
A variety of mechanisms have been proposed as causes of habitat specialization. Regeneration niche specialization (Hubbell and Foster, 1986
), narrow physiological tolerance (Robson and Maze, 1995
), and poor competitive ability (Griggs, 1940
) are among the leading causes suggested for habitat specialization. Each instance of specialization may be caused by any of these factors alone or in combination; however, specialization should be measured relative to other related species (Futuyma and Moreno, 1988
).
Comparison of congeneric rare and common species can be a useful approach to understanding rarity (Bevill and Louda, 1999
) and ecological specialization (Futuyma and Moreno, 1988
). Such comparisons may provide insights into the relative importance of various ecological factors that affect population persistence (Fiedler, 1987
; Prober, 1992
; Byers and Meagher, 1997
; Menges et al., 1999
). The comparison of close relatives minimizes the chance that observed differences may be artifacts of phylogenetic inertia. However, consideration of ecological criteria, such as preferred habitat types of each species, is also important in selecting appropriate species-pairs for comparison because it minimizes the potentially misleading effects of contrasting ecological forces on differences in life history (Bevill and Louda, 1999
). In this study, we compare congeners that occur sympatrically, in at least some of the same habitat patches. Specifically, we compare the microhabitat utilization of two habitat-specialist species with their habitat-generalist congeners, in the habitat where they co-occur.
We tested the hypothesis that habitat specialists occur in a narrower range of microhabitat conditions within a habitat than species that occur in a larger number of habitats. We compared microhabitats of two rare species that are restricted predominantly to Florida rosemary scrub habitat with congeners that co-occur in rosemary scrub but also commonly occur in other habitats. We also analyzed microhabitats of all species in comparison to random points in rosemary scrub habitat to evaluate the importance of various microhabitat variables to the distribution of both specialist and generalist species in rosemary scrub habitat. In addition, we investigated the potential mechanisms behind differences in microhabitat utilization of habitat specialists and generalists with a series of experimental and observational studies. We compared seedling survival and growth of habitat specialists and generalists in contrasting microhabitats, testing the hypothesis that habitat specialists may have a narrower regeneration niche than habitat generalists. We also characterized the abiotic properties of microhabitats, to determine if soil temperature, soil nutrients, and soil moisture differed consistently across contrasting microhabitats in a way that could explain narrower physiological tolerance of habitat specialists to particular microhabitat conditions than habitat generalists.
| MATERIALS AND METHODS |
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Study site
This study was conducted at Archbold Biological Station (ABS), a 2000-ha private biological station in Highlands County, Florida. Annual rainfall exceeds 1200 mm, with the majority falling in June through September due to convective thunderstorms and tropical storm systems (Abrahamson et al., 1984
; Menges, 1999
). A variety of habitats are found at ABS, including approximately 36 ha of rosemary-phase sand pine scrub, or "Florida rosemary scrub," the preferred habitat of the habitat-specialist species in our study (Abrahamson et al., 1984
). Florida rosemary scrub is dominated by the shrub Florida rosemary, Ceratiola ericoides Michx, which occurs in pure stands or intermixed with scrub oaks (Quercus inopina Ashe, Q. chapmannii Sarg., and Q. geminata Small) and sand pines [Pinus clausa (Chapm. ex Engelm.) Vasey ex Sarg.] (Abrahamson et al., 1984
). This low-productivity ecosystem is located on nutrient-poor, excessively drained, xeric white sandsentisols of the St. Lucie or Archbold series (Abrahamson et al., 1984
; Carter, 1999). Fire-return intervals in rosemary scrub average between 1560 yr (Menges, 1999
). Ceratiola ericoides is killed by fire and recovers via seedling establishment (Johnson and Abrahamson, 1990
). Most other shrubs in rosemary scrub, predominantly Quercus spp., recover rapidly from fire by resprouting (Abrahamson, 1984b
; Schmalzer, 2003
). Ceratiola ericoides and Quercus spp. form the boundaries of bare sand gaps in rosemary scrub (Menges, 1999
). Periodic fires aid in maintaining open-structured habitat with large bare sand gaps that are distinguished from the surrounding shrub matrix by the lack of large Ceratiola shrubs, and lower levels of leaf litter and ground lichens (Menges, 1999
). Several herbaceous plants are specialized on these bare sand gaps (Menges and Kimmich, 1996
; Quintana-Ascencio and Morales-Hernandez, 1997
; Menges and Hawkes, 1998
; Petru and Menges, 2003
).
Microhabitat characterization
We characterized the microhabitats surrounding individual plants of each species relative to randomly chosen points within rosemary scrub. We measured microhabitat variables for randomly selected plants from each of six populations of L. cernua (N = 551), L. deckertii (N = 536), and P. basiramia (N = 523), and each of five populations of P. robusta (N = 369). For L. cernua, L. deckertii, and P. basiramia, two populations were selected from rosemary scrub patches in each of three time-since-fire classes: recently burned (<5 yr), intermediate-aged (1215 yr), and long-unburned (>25 yr). For P. robusta, two populations were selected in each of the intermediate-aged and long-unburned time-since-fire classes, but only one population in the recently burned class was included in this study. In most cases the same rosemary scrub patch contained all or most of the study species. Nine sites were used in this studythree sites in each of the three time-since-fire classes. At each of these nine sites, we also randomly selected 50 points within regions of the rosemary scrub patch that contained plants of at least one of the study species. We compared the microhabitats of random points in rosemary scrub habitat of the three time-since-fire classes to determine how microhabitat characteristics change with duration after fire.
Microhabitat was defined as the area within a circular quadrat of 27 cm radius (area of 0.229 m2) centered on the randomly selected plant or point. For each plant or point, we visually estimated the percentage cover of open sand to the nearest 10% and measured the maximum height to the nearest 10 cm of the nearest shrub greater than 50 cm in height. We also measured the distance to the nearest 10 cm from the nearest Ceratiola and Quercus spp. greater than 50 cm in height.
Seedling experiment
We manipulated the lichen and litter microhabitats of naturally established seedlings of all four study species in two rosemary scrub habitat patches; L. cernua and L. deckertii seedlings were together in one patch, and P. basiramia and P. robusta were together in the other. In the first week of June 2002, we randomly selected 50 seedlings of each species and measured initial height for each seedling. Initial heights of seedlings ranged from 25 cm. We then randomly assigned 25 seedlings of each species to each of two different microhabitat treatments. A bare sand treatment was applied by removing all lichens and litter in a 25-cm radius around a target seedling, and a lichen and litter treatment was applied by adding lichens and litter to attain 100% coverage and 12 cm depth in a 25-cm radius around a target seedling. At the beginning of November 2002, we measured final height, crown diameter, and crown width (the horizontal distance perpendicular to crown diameter). We estimated final size by calculating volume of an inverted cone (tapering from maximum diameter at the top of plant to a point) using these measured variables.
Physical characterization of microhabitats
We characterized the physical properties of contrasting microhabitats with a series of both experimental and observational studies. We conducted a soil temperature experiment to determine the effect of lichen and litter cover and distance from nearest Ceratiola on soil temperature. We also conducted soil nutrient and soil moisture studies to determine how levels of carbon, nitrogen, and moisture in the soil differed with respect to microhabitat and time-since-fire.
During a 7-d period at the end of October 2002, we measured soil temperature at 15-min intervals in four different microhabitat treatments within rosemary scrub habitat using portable HOBO dataloggers with internal temperature sensors (ONSET Computer Corporation, Pocasset, Massachusetts, USA). We designed microhabitat treatments as a factorial combination of the lichen and litter treatment and distance from Ceratiola. We created two levels of the lichen and litter treatment (lichens and litter added in 100% coverage and 12 cm depth vs. lichens and litter removed to expose 100% bare sand), and two levels of distance to nearest Ceratiola (under the dripline on the N side of a Ceratiola >50 cm tall vs. > 2 m from any Ceratiola >50 cm tall). For each of the four different microhabitat treatments, we used one datalogger in each of five replicate microhabitat treatment locations to measure soil temperatures. We placed sensors 0.5 cm below the soil surface and replaced lichens and litter to 100% cover on top of the buried sensors for those treatments with lichen and litter cover. To determine the effects of each treatment on soil temperature, we compared means of the absolute maximum temperature and absolute minimum temperature for each treatment during the 7-d period.
In February 2003, we collected soil samples from four different microhabitats and two different times since fire and sent subsamples to Oregon State University's (OSU) Central Analytical Laboratory to be measured for total C and N using a Leco CNS-2000 Macro Analyzer (Leco Corp., St. Joseph, Michigan, USA). We collected samples from two sites each in two different time-since-fire categories: long-unburned (>30 yr since last fire) and recently burned (<2 yr since last fire). At long-unburned sites, we sampled three replicates each of four different microhabitat types. We defined four microhabitat types: (1) >90% bare sand, >2 m from any Ceratiola >50 cm, and >1 m from any Quercus >50 cm; (2) >90% lichen and litter cover, >2 m from any Ceratiola >50 cm, and >1 m from any Quercus >50 cm; (3) under the dripline of a Ceratiola >50 cm tall; and (4) under the dripline of a Quercus >50 cm tall. At the recently burned sites, we only were able to locate and sample microhabitat types 1 and 4. At each site, we randomly sampled three replicates for each microhabitat type. For each microhabitat sampling location, we removed two soil samples 7 cm in diameter by 5 cm deep which were then combined and homogenized. One 5-g subsample was removed from each sample, and subsamples were packaged in Ziploc bags and sent to OSU for analysis within 24 h of collection.
In May 2003, we measured soil moisture gravimetrically with soil samples collected from four different microhabitats and two different levels of time-since-fire. We collected samples from the same sites, in the same time-since-fire categories, and using the same microhabitat type definitions described above. At each site, we randomly sampled five replicates for each microhabitat type. For each microhabitat sampling location, we removed and combined two soil samples 7 cm in diameter by 5 cm deep. We weighed the samples immediately after collection, then dried them for 24 h at 37°C and weighed them again. We calculated soil moisture as percentage of dry mass.
Data analysis
All data were analyzed using The SAS System for Windows, version 8.02 (SAS Institute Inc., Cary, North Carolina, USA). Microhabitat data were not normally distributed and could not be transformed to normality. We summarized the frequencies of plants and random points for each level of each microhabitat variable and generated cumulative percentage frequency distributions. We conducted Kolmogorov-Smirnov two-sample tests (Sokal and Rohlf, 1995
) of pairs of distributions of each microhabitat variable. For each congeneric pair, we compared the distributions of each species and compared each species with random points. For the random point data only, we conducted Kruskal-Wallis tests (PROC NPAR1WAY) for mean differences between each pair of the three time-since-fire categories. In both the Kolmogorov-Smirnov and the Kruskal-Wallis tests, we adjusted
for the three comparisons made by using the Bonferroni correction, resulting in
= 0.017. Seedling survival data were analyzed by species using logistic regression (PROC LOGISTIC) with microhabitat treatment and initial height as explanatory variables. Seedling size data were normally distributed, and we compared treatment means of final seedling size by species with ANOVA using general linear models (PROC GLM). Soil temperature, soil carbon, and soil moisture data were also normally distributed; therefore, we compared means with ANOVA using general linear models (PROC GLM) and tested for differences between multiple means using the Tukey-Kramer adjustment.
| RESULTS |
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80% bare sand (73% for L. cernua and 80% for P. basiramia), whereas only 36% of L. deckertii individuals and 29% of P. robusta individuals occurred with
80% bare sand (Fig. 1A and 1B). The distributions of the generalist congeners are not as skewed towards the highest levels of bare sand as are those of the rosemary scrub specialists (Fig. 1A and 1B, Table 1). The striking restriction of the rosemary scrub specialists predominantly to microhabitats with
80% bare sand can also be illustrated by their relatively small coefficients of variation (CV) for percentage bare sand (CV = 27.9 for L. cernua; CV = 24.7 for P. basiramia). The coefficients of variation for percentage bare sand of the habitat-generalist congeners are much higher (CV = 59.8 for L. deckertii; CV = 72.6 for P. robusta).
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Three of four species (L. cernua, P. basiramia, and P. robusta) occurred less frequently near Quercus than random points, but the rosemary scrub specialists were not consistently farther from Quercus than the habitat generalists. Lechea cernua was less likely than random points to occur within 180 cm of Quercus, followed by P. robusta (less likely within 170 cm), and P. basiramia (less likely within 130 cm) (Fig. 1E and 1F). Fewer plants of L. cernua occurred near Quercus than plants of L. deckertii (Fig. 1E), but distance from Quercus did not differentially affect the distributions of P. basiramia and its generalist congener (Fig. 1F).
The nearest shrub height was not correlated with the distributions of any of the four species. The nearest neighboring shrubs of the rosemary scrub specialist, Lechea cernua, were slightly shorter than those of its generalist congener (mean = 82 cm for L. cernua, 86 cm for L. deckertii), but neighboring shrub height did not differentially affect the distributions of P. basiramia and its generalist congener (Table 1). Lechea cernua, L. deckertii, and P. basiramia, did not occur near shorter shrubs than those near random points; however, nearest neighboring shrubs of the habitat generalist, P. robusta, were somewhat shorter than those near random points (mean = 84 cm for P. basiramia, 76 cm for P. robusta, 87 cm for random points) (Table 1).
Microhabitat effects on seedlings
Although bare sand was an important determinant of the distributions of the rosemary scrub specialists, and the habitat generalists to a lesser degree, seedlings were not consistently affected by soil surface microhabitat treatments. Seedling survival was not affected by the soil surface microhabitat treatment for three out of four species (Fig. 2, Table 2); however, for P. basiramia, seedling survival was higher in lichen and litter covered microhabitats than bare sand microhabitats (Fig. 2C, Table 2). Final seedling size was not affected by the soil surface microhabitat treatment for L. deckertii and P. robusta; however, final seedling size was greater in bare sand microhabitats than in lichen and litter covered microhabitats for the two specialists, L. cernua and P. basiramia (Fig. 3, Table 3). This difference was significant at the P < 0.05 level for L. cernua (Fig. 3A, Table 3), and marginally significant (P < 0.1) for P. basiramia (Fig. 3C, Table 3).
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Soil moisture levels were lower near Ceratiola than the other microhabitats, which were similar (Fig. 5E, Table 4). Time-since-fire did not affect soil moisture levels (Fig. 5F, Table 4). We found no significant interactions between microhabitat and time-since-fire; therefore, we present models with main effects only (Table 4).
| DISCUSSION |
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Plants of both rosemary scrub specialists and habitat generalists occurred less frequently near neighboring shrubs, Ceratiola and Quercus spp., than random points. Our results, and those of Menges and Kimmich (1996)
and Quintana-Ascencio and Morales-Hernandez (1997)
, suggest that Ceratiola ericoides has an inhibitory effect on both rosemary scrub specialist species and habitat generalists. Ceratiola ericoides has been shown to have allelopathic effects on pines and grasses of sandhills (Richardson and Williamson, 1988
) as well as on several perennial herb species that occur in rosemary scrub, including rosemary scrub specialists and habitat generalists (Hunter and Menges, 2002
). Our results suggest that the same may be true for all four species included in our study. We also found that soil moisture was significantly lower in microhabitats near Ceratiola shrubs, in comparison to other microhabitats. The combined effects of allelopathy and reduced soil moisture may make microhabitats near Ceratiola difficult to colonize for many perennial herbs that occur in rosemary scrub. With the exception of the habitat generalist, L. deckertii, plants occurred less frequently near Quercus shrubs than random points. Competition from Quercus spp. did not substantially affect survival and growth of transplanted seedlings of three rosemary scrub specialists in a field experiment (Quintana-Ascencio and Menges, 2000
); however the favorable growing conditions during that study due to high rainfall associated with El Niño may have reduced differences between microsites near to and far from Quercus spp. Our study occurred during a drought year; competitive effects of Quercus on perennial herbs are likely to be most noticeable during low rainfall years.
Bare sand microhabitats may be critical to seed and seedling life history stages of rosemary scrub specialist species, which would support the narrower regeneration niche hypothesized as the mechanism of specialization. In contrast to Quintana-Ascencio and Menges (2000)
, we found that seedling survival was higher in the presence of ground lichens and litter for P. basiramia. They monitored both germination and seedling establishment of P. basiramia in microsites with and without the presence of ground lichens; we measured the effects of ground lichens and litter on seedling survival after seedlings had already established. Ground lichens and litter may have negative effects on seedling germination and establishment (Hawkes and Menges, 2003
), but not survival after seedlings reach a critical size. We also found that seedlings of the two rosemary scrub specialist species grew larger in the absence of lichens and litter, although these differences in growth were not dramatic. Seedling growth is one of the most important life history parameters for population growth of another rosemary scrub specialist species, Eryngium cuneifolium (Menges and Quintana-Ascencio, 2004
) and is expected to be a critical life history parameter for L. cernua and P. basiramia, in part because these species are short-lived (Maliakal-Witt, unpublished data). Thus, greater germination rates, seedling establishment, and seedling growth of these rosemary scrub specialists in bare sand may be significant in determining their strong tendency to occur in these types of microhabitats.
As time-since-fire increases, microhabitat characteristics in rosemary scrub habitat become less suitable for rosemary scrub specialist species. Ceratiola shrubs become denser and all shrubs become taller as time-since-fire increases (Abrahamson, 1984a
; Quintana-Ascencio and Morales-Hernandez, 1997
; Schmalzer, 2003
; this study). Fires eliminate adult Ceratiola shrubs, and new individuals establish slowly from seed (Menges and Kohfeldt, 1995
). However, Quercus species resprout quickly following fire (Abrahamson, 1984b
; Menges and Kohfeldt, 1995
) and recruitment events are not associated with fires, but rather annual precipitation and masting years (Abrahamson and Layne, 2002
; Abrahamson and Layne, 2003
). Therefore, it is not surprising that Quercus density did not change with time since fire. Percentage cover of bare sand decreases with time since fire, as ground lichens and leaf litter increase in cover (Menges and Kohfeldt, 1995
; Hawkes and Menges, 1996
; and this study). Thus fires can help maintain suitable microhabitats for rosemary scrub specialist herbs by reducing competition from Ceratiola ericoides and exposing bare sand microsites for seedling establishment. Frequent fires increase the population viability of Hypericum cumulicola and Eryngium cuneifolium, two rosemary scrub specialist herbs (Quintana-Ascencio et al., 2003
; Menges and Quintana-Ascencio, 2004
). Management agencies can assess the benefits of prescribed fires for rosemary scrub specialist species by post-fire monitoring of the availability of bare sand microhabitats that are free from competition from neighboring Ceratiola.
The differences in physical characteristics of microhabitats we measured do not fully account for the tendency of rosemary scrub specialists to occur in bare sand microhabitats. Although soils near Ceratiola had lower soil moisture levels than other types of microhabitats, soils near Quercus do not have lower soil moisture levels than microhabitats greater than 2 m from any neighboring shrub, which suggests that Quercus may have less of a competitive effect than Ceratiola. D. Gagnon et al. (University of Quebec at Montreal, unpublished manuscript) also found that Ceratiola has a much greater effect on soil moisture availability than Quercus species. Among the variables we measured, bare sand microhabitats can be distinguished from the other types of microhabitats only by lower minimum temperatures and total soil carbon. The magnitude of the temperature difference is small, about 1°C, which is unlikely to produce ecologically meaningful differences in metabolic rate (Criddle et al., 1994
). Soil carbon content generally is positively correlated with nutrient supply (Madsen and Larsen, 1997
). Greater seedling growth in bare sand microhabitats occurs despite lower levels of soil carbon and nitrogen. Other biotic characteristics also may affect seedling establishment and growth, such as cryptogamic soil crusts (Hawkes and Flechtner, 2002
).
In conclusion, our results support the hypothesis that habitat specialists occur in a narrower range of microhabitat conditions than species that occur in a broader range of habitats. Previous studies have demonstrated the importance of microhabitat for the persistence of individual geographically restricted, rare species (Griffith, 1996
; Hilton and Boyd, 1996
; Menges and Kimmich, 1996
; Kephart and Paladino, 1997
; Dinsdale et al., 2000
; Wolf, 2001
; Colling et al., 2002
). Other studies have shown that the local distributions of geographically widespread, but locally rare species are determined by availability of suitable microhabitat (Platt, 1975
; Gross and Werner, 1982
; Bruno, 2002
). Our comparison of two sympatric pairs of habitat-specialist and habitat-generalist congeners suggests that microhabitat specialization may underlie habitat specificity. In this case, the limited amount of rosemary scrub habitat that also contains sufficiently high levels of bare sand appears to directly restrict the distributions of L. cernua and P. basiramia. Rosemary scrub habitat is characterized by large gaps lacking shrubs, and a high percentage of bare sand (Menges, 1999
). In neighboring scrubby flatwoods and sandhill habitats, gaps are less common, smaller, less persistent, and contain less percentage bare sand than gaps in rosemary scrub (Abrahamson et al., 1984
; Menges and Hawkes, 1998
). These differences in microhabitat availability among habitat types may preclude the occurrence of rosemary scrub specialists in other habitats because they can only persist in a narrow range of microhabitat conditions with high levels of bare sand. Conversely, the generalist species can tolerate a wider range of variation in lichen and litter cover, including and exceeding the range of microhabitats preferred by rosemary scrub specialists. As a result, the generalist species can occur in multiple habitat types, and thus over a larger geographic area. Consideration of habitat specificity, microhabitat requirements, and microhabitat distribution is needed for appropriate management of rare species. If habitat-specialist species are also specialized on particular microhabitat features within their preferred habitat, they may be more vulnerable to extinction than can be predicted by their degree of habitat specificity alone.
| FOOTNOTES |
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5 Author for correspondence (smaliak{at}lsu.edu
) ![]()
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