academic

🚂 Importance of Transportation Funding: Framing the Issues

Discussions about transit often end up about funding. To help make these discussions productive, I was pleased to co-author a paper through the Transportation Association of Canada titled Importance of Transportation Funding: Framing the Issues.

Working on this with David Kriger, Nick Lovett, Yonghai Xiao, Vahid Ayan, Andrew Devlin, Tamim Raad, and Haytham Sadeq was delightful.

Here’s the abstract:

Transportation funding is becoming an important topic of discussion at all levels of Transportation Association of Canada (TAC) councils and committees, reflecting discussions that are taking place throughout the Canadian transportation community. The fundamental needs are to maintain and upgrade the country’s aging transportation system while adding new infrastructure to meet the demands of a growing population and economy. These needs are evolving in the face of new challenges, notably changing funding sources and priorities, climate change impacts on infrastructure resiliency, changes to how the system is used, and accommodating new transportation and communications technologies. These challenges have become sharper with the COVID-19 pandemic-induced disruptions in how people and goods move and in shifts in revenues and funding priorities. These needs and challenges cover a broad range. They vary across the country, by mode, ownership, responsibility and more. All told, these complexities mean that the needs and challenges are not fully understood. This briefing describes and categorizes these key challenges and opportunities and provides an initial, high-level assessment of the broader range of potential funding sources, approaches and needs. From this review, the briefing identifies knowledge gaps and potential research directions for consideration by the TAC Transportation Finance Committee and other committees and councils to address these gaps.

Plantae's continued development

Prior to general release, plantae is moving web hosts. This seems like a good time to point out that all of plantae’s code is hosted at Google Code. The project has great potential and deserves consistent attention. Unfortunately, I can’t continue to develop the code. So, if you have an interest in collaborative software, particularly in the scientific context, I encourage you to take a look.

Plantae resurrected

Some technical issues coupled with my road-trip-without-a-laptop conspired to keep Plantae from working correctly. I’ve repaired the damage and isolated Plantae from such problems in the future. My apologies for the downtime.

Sexual interference within flowers of Chamerion angustifolium

Hermaphroditism is prevalent in plants but may allow interference between male function (pollen removal and dispersal) and female function (pollen receipt and seed production) within a flower. Temporal or spatial segregation of gender within a hermaphroditic flower may evolve to reduce this interference and enhance male and female reproductive success. We tested this hypothesis using Chamerion angustifolium (Onagraceae), in which pollen removal (male) and pollen deposition (female) were measured directly on hermaphroditic and experimentally produced unisexual flowers. During a single flower visit in the field, bees deposited 159±24 (SE) pollen grains on a stigma and removed 1058±198 grains from each flower. Anther removal did not alter deposition rates. In the laboratory, bees removed 2669±273 pollen grains and deposited 209±72.3 cross-pollen and 120±28.4 facilitated self-pollen grains per visit. The presence of anthers significantly reduced cross-pollen deposition on the stigma. In contrast, pollen removal was not affected by presence of the pistil. These results suggest that within-flower interference affects female function and represents a fitness cost that can be reduced through temporal segregation of gender within the flower.

Citation ~ Download SegregationInterference.pdf

Plant breeding systems and pollen dispersal

This book of about 600 pages is written to provide practitioners of pollination biology with a broadly based source of methodologies as well as the basic conceptual background to aid in understanding. Thus, the book reflects the expertise of the assembled a team of internationally acclaimed scientists. Pollination biology enjoys over 200 years of scientific tradition. In recent years, the interdisciplinarity of pollination biology has become a model for integrating physics, chemistry, and biology into natural history, evolutionary and applied ecology. Pollination biology has developed its own techniques and approaches while incorporating ideas, methods, and technology from many facets of pure and applied science.

Citation

The effect of protandry on siring success in Chamerion angustifolium (Onagraceae) with different inflorescence sizes

Protandry, a form of temporal separation of gender within hermaphroditic flowers, may reduce the magnitude of pollen lost to selfing (pollen discounting) and also serve to enhance pollen export and outcross siring success. Because pollen discounting is strongest when selfing occurs between flowers on the same plant, the advantage of protandry may be greatest in plants with large floral displays. We tested this hypothesis with enclosed, artificial populations of Chamerion angustifolium (Onagraceae) by experimentally manipulating protandry (producing uniformly adichogamous or mixed protandrous and adichogamous populations) and inflorescence size (two-, six-, or 10-flowered inflorescences) and measuring pollinator visitation, seed set, female outcrossing rate, and outcross siring success. Bees spent more time foraging on and visited more flowers of larger inflorescences than small. Female outcrossing rates did not vary among inflorescence size treatments. However, seed set per fruit decreased with increasing inflorescence size, likely as a result of increased abortion of selfed embryos, perhaps obscuring the magnitude of geitonogamous selfing. Protandrous plants had a marginally higher female outcrossing rate than adichogamous plants, but similar seed set. More importantly, protandrous plants had, on average, a twofold siring advantage relative to adichogamous plants. However, this siring advantage did not increase linearly with inflorescence size, suggesting that protandry acts to enhance siring success, but not exclusively by reducing between-flower interference.

Citation ~ Download ProtandryDiscounting.pdf

Effect of population size on the mating system in a self-compatible, autogamous plant, Aquilegia canadensis (Ranunculaceae)

In self-compatible plants, small populations may experience reduced outcrossing owing to decreased pollinator visitation and mate availability. We examined the relation between outcrossing and population size in eastern Ontario populations of Aquilegia canadensis. Experimental pollinations showed that the species is highly self-compatible, and can achieve full seed-set in the absence of pollinators via automatic self-pollination. We estimated levels of outcrossing (t) and parental inbreeding coefficients (F) from allozyme variation in naturally pollinated seed families for 10 populations ranging in size from 32 to 750 reproductive individuals. The proportion of seeds produced through outcrossing was generally low (mean = 0.29 +/- 0.02 SE) and varied widely among populations (range = 0.00-0.83). Accordingly, estimates of F were large (mean = 0.26 +/- 0.05) and significantly greater than zero in seven populations. As expected, four small populations (N < 40) outcrossed less (0.17 +/- 0.03) than six large populations (N > 90; 0.38 +/- 0. 03). However, parental plants were not significantly more inbred in small than large populations (P = 0.18). There was no difference in the germination of seeds from hand self- and cross-pollinations. However, population genetic estimates of inbreeding depression for survival expressed from seed to reproductive maturity were very high (mean delta = 1 - relative fitness of selfed seed = 0.88 +/- 0.14). The combination of self-compatibility and automatic self-pollination makes the mating system of A. canadensis sensitive to variation in ecological factors that affect the likelihood of cross-pollination.

Citation ~ Download

Correlated evolution of dichogamy and self-incompatibility-- a phylogenetic perspective

Historically, dichogamy (the temporal separation of gender in flowering plants) has been interpreted as a mechanism for avoiding inbreeding. However, a comparative survey found that many dichogamous species are self-incompatible (SI), suggesting dichogamy evolved for other reasons, particularly reducing interference between male and female function. Here we re-examined the association between dichogamy and SI in a phylogenetic framework, and tested the hypothesis that dichogamy evolved to reduce interference between male and female function. Using paired comparisons and maximum-likelihood correlation analyses, we find that protandry (male function first) is positively correlated with the presence of SI and protogyny (female function first) with self-compatibility (SC). In addition, estimates of transition-rate parameters suggest strong selection for the evolution of SC in protogynous taxa and a constraint against transitions from protandry to protogyny in SC taxa. We interpret these results as support for protandry evolving to reduce interference and protogyny to reduce inbreeding.

Citation ~ SIandDichogamy.pdf

The consequences of clone size for paternal and maternal success in domestic apple (Malus x domestica)

Clonal growth in plants can increase pollen and ovule production per genet. However, paternal and maternal reproductive success may not increase because within-clone pollination (geitonogamy) can reduce pollen export to adjacent clones (pollen discounting) and pollen import to the central ramets (pollen limitation). We investigated the relationship between clone size and mating success using clones of Malus x domestica at four orchards (blocks of 1–5 rows of trees). For each block, we measured maternal function as fruit and seed set in all rows and paternal function as siring rate in the first row of the adjacent block. Expected relations between reproductive success and clone size were generated from simulations and data on pollen dispersal in this species. Siring rate per clone averaged 70\% and did not increase significantly with block size, consistent with simulations of pollen dispersal under pollen discounting. Simulations also indicated that the ratio of compatible to incompatible pollen received by a tree should decline with increased block size and from the periphery to the centre of blocks. However, no significant reductions in female function were detected among block sizes or within blocks. Our results suggest that paternal function may be more sensitive to the effects of clonality than female function.

Citation ~ Download AppleCloneSize.pdf

Responses to selection on male-phase duration in Chamerion angustifolium

Protandry (when male function precedes female) can enhance fitness by reducing selfing and increasing pollen export and outcrossed siring success. However, responses to selection on protandry may be constrained by genetic variation and correlations among floral traits. We examined these potential constraints in protandrous Chamerion angustifolium (Onagraceae) by estimating genetic variation in male-phase duration and associated floral traits using a paternal half-sib design and selection experiment. Narrow-sense heritability of male-phase duration was estimated as 0.23 (SE +- 0.04) and was positively correlated with floral display. The selection experiment shortened male-phase duration 0.8 SD from the parental average of 17.0 h and lengthened it by 2.0 SD. Furthermore, fixed floral longevity caused a negative association between male- and female-phase durations. These results suggest that selection on male-phase duration is not limited by genetic variation. However, changes in male-phase duration may influence pollinators through correlated changes in floral display and reduced opportunities for pollen receipt during female phase.

Citation ~ Download protandryHeritability.pdf

Beyond floricentrism -- the pollination function of inflorescences

Mating by outcrossing plants depends on the frequency and quality of interaction between pollen vectors and individual flowers. However, the historical focus of pollination biology on individual flowers (floricentrism) cannot produce a complete understanding of the role of pollination in plant mating, because mating is an aggregate process, which depends on the reproductive outcomes of all of a plant’s flowers. Simultaneous display of multiple flowers in an inflorescence increases a plant’s attractiveness to pollinators, which should generally enhance mating opportunities. However, whenever pollinators visit multiple flowers on an inflorescence, self-pollination among flowers can reduce the pollen available for export to other plants (pollen discounting) and increase the incidence of inbreeding depression for embryos and offspring. Therefore, the size of floral displays that maximizes mating frequency and quality generally balances the benefits of attractiveness against the costs of self-pollination. This balance can shift considerably if different flowers serve female and male functions at one time (sexual segregation) and flowers are arranged in inflorescences so that pollinators visit female flowers before male flowers. However, the effectiveness of sexual segregation depends on the extent to which a particular inflorescence architecture induces consistent movement patterns by pollinators. In general, the consistency of pollinator movement patterns varies with inflorescence architecture and differs between pollinator types. Such variation creates many options for the evolution of the diverse inflorescence characteristics within angiosperms, which can be appreciated only by moving beyond a floricentric perspective of the role of pollination in plant mating.

Citation Download

Pollen and ovule fates and reproductive performance by flowering plants

Pollen and ovules experience diverse fates during pollination, pollen-tube growth, fertilization, and seed development, which govern the male and female potential of flowering plants. This chapter identifies these fates and many of their interactions, and considers their theoretical implications for the evolution of pollen export and the production of selfed and outcrossed seeds. This analysis clarifies the importance of pollen quantity and quality for seed production, including the opportunity for poor pollen quality to cause misidentification of pollen limitation. Our analysis emphasizes the asymmetry of pollen and ovule fates and considers its consequences for reproductive evolution. We also identify ovule limitation as a constraint on seed production, which has paradoxically not been recognized before, but is an implicit assumption of previous theoretical analysis of mating-system evolution. Ovule limitation increases the diversity of possible reproductive policies. In addition to ovule limitation, we consider the implications of pollen and resource limitation for the evolution of self- and cross-fertilization. Resource limitation occurs only if plants produce more ovules than they can mature into seeds, which allows a mixture of selfing and outcrossing to be an optimal mating system in some circumstances. The chance of mixed mating being optimal is eroded by trade-offs between self- and cross-pollination, but they do not alter the optimal combination of selfing and outcrossing, should mixed mating be favoured. Our analysis illustrates the key role played by interactions between genetic and ecological influences on reproductive performance in the evolution of plant reproduction.

Citation

Evolutionary Theory

Sean Rice’s Evolutionary Theory is an excellent journey through the mathematical foundations of evolutionary biology. The book covers a wide array of theory, including single locus models, drift, Price’s Theorem, game theory, and multilevel selection. Despite the often intense content, the book is written with a great, economical style that is easy to read. More importantly, the consistent presentation of such a broad collection of theory highlights the unifying principles of evolution.

This book serves as a great primer on evolutionary theory and, no doubt, I will be refering to it often as a reference text. Evolutionary biology has benefited greatly from a strong theoretical basis. Rice’s book continues that tradition.

Plantae

In collaboration with Jana and Steve Vamosi, I have started a new project called Plantae. The goal of this project is to create a community website for the collection of evolutionary and ecological data for plant species. An early prototype of the project is available and we welcome feedback on all aspects of the project.

Although the current implementation is rather rough. I hope to make some rapid progress on the design and function of the site in the new year.

Update: plantae has a new home at plantae.info.

Inflorescence architecture

Mating by outcrossing plants depends on the frequency and quality of interaction between pollen vectors and individual flowers. However, the historical focus of pollination biology on individual flowers (floricentrism) cannot produce a complete understanding of the role of pollination in plant mating, because mating is an aggregate process, which depends on the reproductive outcomes of all of a plant’s flowers. Simultaneous display of multiple flowers in an inflorescence increases a plant’s attractiveness to pollinators, which should generally enhance mating opportunities. However, whenever pollinators visit multiple flowers on an inflorescence, self-pollination among flowers can reduce the pollen available for export to other plants (pollen discounting) and increase the incidence of inbreeding depression for embryos and offspring. Therefore, the size of floral displays that maximizes mating frequency and quality generally balances the benefits of attractiveness against the costs of self-pollination. This balance can shift considerably if different flowers serve female and male functions at one time (sexual segregation) and flowers are arranged in inflorescences so that pollinators visit female flowers before male flowers. However, the effectiveness of sexual segregation depends on the extent to which a particular inflorescence architecture induces consistent movement patterns by pollinators. In general, the consistency of pollinator movement patterns varies with inflorescence architecture and differs between pollinator types. Such variation creates many options for the evolution of the diverse inflorescence characteristics within angiosperms, which can be appreciated only by moving beyond a floricentric perspective of the role of pollination in plant mating.

displaySize

Collaborator(s):

Lawrence Harder

Publication(s):

Trade-offs between clonal & sexual reproduction

Clonality is very common in flowering plants, but its consequences for sexual reproduction have rarely been explored. While clonal growth can increase the number of flowers a plant produces it may also limit reproductive success through pollen discounting (reduction in pollen exported to adjacent clones) and pollen limitation (failure of outside pollen to reach the centre of a clone). Using clones of domestic apple (Malus x domestica) that ranged from 1 to 5 orchard rows wide, we found that the patterns of siring success were consistent with the presence of pollen discounting, but we failed to detect evidence for pollen limitation. The results suggest that paternal function may be more sensitive to the effects of clonality than female function.

appleCloneSize

Collaborator(s):

Publication(s):

Temporal separation of gender

Dichogamy, the temporal separation of gender within a flower, is widespread throughout the angiosperms, occurring in over 250 families. There are two forms of dichogamy: protandry, in which male function precedes female function, and protogyny, the converse. Dichogamy has traditionally been interpreted as a mechanism to avoid inbreeding. However, recent evidence indicates that this inbreeding-avoidance hypothesis cannot completely explain the evolution of dichogamy. An alternate hypothesis is that dichogamy acts to reduce interference between gender functions. Interference can occur within a flower or between flowers on an inflorescence and result in substantial reductions in male and female reproductive success. To date there are very few tests of this interference-avoidance hypothesis or, in fact, investigations of the evolution of dichogamy in general. My Ph.D. thesis was a comprehensive evaluation of the evolutionary significance of dichogamy, including functional, genetic, comparative, and theoretical analyses of this important floral character.

clint

This Claytonia species is protandrous. The flower on the left is in male phase with its anthers shedding pollen and the stigma closed and unreceptive. The flower on the right is approximately one day older and is in female phase. The stigma is open and receptive and the anthers have moved away to the side and are empty of pollen.

Functional analyses

As an evaluation of the fitness consequences of protandry, we tested the interference-avoidance hypothesis with enclosed, artificial populations of Chamerion angustifolium (Onagraceae) by experimentally manipulating protandry and inflorescence size and measuring pollinator visitation, seed set, female outcrossing-rate, and outcross siring-success. Protandrous plants had a marginally higher female outcrossing rate than adichogamous plants, but similar seed set and visitation rates. More importantly, protandrous plants (blue points) had, on average, a twofold siring advantage relative to adichogamous plants (red points). However, this siring advantage did not increase linearly with inflorescence size, suggesting that protandry acts to enhance siring success, but not exclusively by reducing between-flower interference.

siring

To better understand the function of protandry, we analyzed single bee visits to pairs of C. angustifolium flowers in the field and the lab. The patterns of pollen removal and deposition revealed two major consequences of simultaneous hermaphroditism. First, the presence of anthers impeded pollinator’s access to the stigma. Second, pollinators spent more time foraging on hermaphroditic flowers, relative to female flowers. Protandry allows pollen to be exported in the absence of this within-flower interference and can enhance both male and female reproductive success through reductions in pollen discounting and facilitated selfing, respectively.

beevisit

Genetic analysis

The genetic basis of dichogamy may have important implications for its evolution. Consequently, we conducted genetic analyses of protandry in C. angustifolium using a paternal half-sib design and an artificial selection experiment. We found moderate heritability (h^2^=0.27) for the duration of male phase. An analysis of plants from the artificial selection experiment showed no genetic correlation between male-phase duration and aspects of floral size. However, we estimated a positive genetic correlation between male-phase duration and floral display size. In addition, we detected a negative correlation between male- and female-phase durations which creates the opportunity for fitness trade-offs between male and female function.

sel

Phylogenetic analysis

To gain a broader perspective on the evolution of dichogamy, we used a current, well resolved phylogeny of the angiosperms to conduct a comparative analysis of dichogamy and self-incompatibility. Using paired-comparisons and maximum-likelihood correlation analyses, we found that protandry is positively correlated with self-incompatibility and protogyny with self-compatibility. These results support a role for interference avoidance in the evolution of protandry and inbreeding avoidance in the evolution of protogyny, suggesting that the two forms of dichogamy provide different functions. In addition, dichogamy changes character states throughout the phylogeny, allowing rapid responses to changing ecological circumstance.

phylo

Theoretical analysis

We developed a conceptual model to synthesize the effects of male-phase duration, inflorescence size, and inbreeding depression on pollen import and export. The relative fitness of protandry is strongly affected by the combination of floral display size and inbreeding depression. Furthermore, the trade-off between male- and female-phase durations produced a fitness landscape much more favourable to the evolution of protandry.

relfitness

Conclusions

Collectively, this research suggest that protandry enhances male fitness through reductions in both within- and between-flower interference, while protogyny reduces inbreeding. This work has revealed unexpected fitness benefits to protandry and helps to explain the wide taxonomic and ecological distribution of this trait in flowering plants.

Collaborator(s):

Publication(s):

Population size

The outcrossing rate is a fundamental attribute of plant populations that determines population genetic structure, individual plant fitness, and ultimately speciation rates. The outcrossing rate can be influenced by population size through reductions in both mate availability and pollinator service. We investigated the effect of population size on the outcrossing rate in 10 populations of Aquilegia canadensis in Southern Ontario, Canada.

Across a range of sizes from 32 to 750 reproductive individuals, we found that small populations (n < 35, red line) had a significantly lower outcrossing rate than large populations (n > 90, blue line).

nXt

Given the high estimate for inbreeding depression in this species (0.88 ± 0.14), small populations may experience a rapid decline in population-level fitness that can lead to local extirpation. The consequences of human-induced habitat fragmentation suggest that such local extinctions are common due to this demographic effect.

Collaborator(s):

Publication(s):

Heritability of male-phase duration

Format:

Citation:

Google Scholar

Yet another useful site from Google: Google Scholar. The site provides an interface for searching the scientific literature with typical Google ease. Some preliminary tests suggest that it is quite effective at finding relevant literature.

JSTOR import script

I’ve written a script that imports a JSTOR citation page into BibDesk. To use the script, I suggest adding it to your script menu. Then, with the JSTOR citation page as the active web page in Safari, run the script and the citation will be added to the active BibDesk file. I use the first author’s last name and last two digits of the year as a cite key (e.g. Darwin59), you may want to change this to suit your style.

The script is written in perl and bracketed by two Applescript commands: one to extract the html source from the JSTOR page and the other to add the citation to BibDesk. Unfortunately, JSTOR citation pages contain almost no semantic markup, so I am not convinced that the approach is entirely robust. However, so far it has worked well for me and might be useful to you. Any feedback is welcome.

Download the script. JSTORImport.pl.txt

Ecology Retreat, University of Calgary

Routley, M.B. Measuring the male gain curve. Ecology Retreat, University of Calgary

Download

Pollinator networks

Plants are sessile and, consequently, many species rely on pollinators for mating opportunities. However, pollinators do not necessarily visit every individual in a population with equal frequency. Plant attributes, such as floral display and reward provisioning, can influence the frequency of pollinator visitation. Furthermore, aspects of population density and structure may also influence visitation patterns. One effect of this unequal distribution of pollinator activity is that pollinators create networks of connections between plants in which a few plant receive many visits and many plants receive few visits. Such networks are termed ‘scale-free’ and can be contrasted with random networks. Random networks follow a Poisson distribution of connection frequency and have the familiar bell shape characteristic of many biological patterns. Scale-free networks have power-law distributions with no peak, just a steady decline in the frequency of nodes with increasing number of connections. Technically, in a scale-free network the probability that any node is connected to k other nodes is proportional to 1/k^n^, where n is usually around 2.

Measuring networks

The hallmark of a scale-free network is a hub or node with a high number of connections. A relatively simple test for hubs is to plot a histogram of the number of connections between plants. This is illustrated in the following figures. On the left, many plants have a low frequency of connections, while a few plants have many connections. Those plants with many connections could be hubs. Contrast this with the right. The distribution of connections follows a bell shape with no plants having an excessive number of connections. There are no hub plants in this population.

Example network

Importance of scale-free networks

The analysis of scale-free networks has provided insights into fields as diverse as scientific-citation patterns, disease epidemics, world-wide-web structure, and cellular metabolism. Such power suggests that applying network thinking to pollination biology may be useful. These networks are produced through a process of growth and unequal creation of connections. Clearly plant populations experience changes in population size and pollinator behaviour often leads to 'traplining’ or enhanced visitation to particular phenotypes. Consequently, plant populations have some of the prerequisites for scale-free networks. Scale-free networks are very resilient to the random loss of nodes, because the vast majority of network function is provided by the hubs. In a plant population context, if a population can be characterised by a power-law distribution, population growth rates and persistence are likely driven by a small subset of the plants. Such an asymmetry would have important implications for evolutionary ecology and conservation questions.

An important first step is to determine if pollinator-visitation patterns follow a power-law distribution. Hub plants could then be identified and the mechanisms producing the pattern investigated. Are hubs spatially clustered? Do they have larger-than-average floral displays or brighter floral pigments? What are the demographic consequences of removing hubs from a plant population? All we need is data on pollinator visits to plant populations. The data I have access to are inconclusive, mostly because they have insufficient visit frequencies. Any other data sets would be appreciated.

For more information on networks visit www.nd.edu/~networks.

Society for the Study of Evolution meetings 2004

Routley, M.B., L.D. Harder, & S.A. Richards. Ovule fates. Colorado State University

Download SSE2004.pdf

Dynamic State Variable Models in Ecology

There’s a powerful approach to modelling called dynamic state variable programming, covered in Dynamic State Variable Models In Ecology by Clark & Mangel. I’ll post more about the approach sometime, but for now I wanted to make an example from the book available. The first chapter of the book includes a guide through the creation of a patch foraging model. A fully implemented version is available in True BASIC, but I’ve decided to use R for all of my modelling and analyses. Consequently, I’ve implemented the patch selection model from Clark & Mangel in R. It is available from http://public.me.com/mroutley/patchSelection.txt for anyone interested.

Journal abbreviations

Until recently, I was able to use journal abbreviations in all of my manuscripts. Consequently, my .bib file contains only abbreviations in the journal field. Now I need to produce some bibliographies with full journal names. With a .bib file you can use macros to handle changing abbreviated names to full names. However, BibDesk cannot use macros. Instead I wrote a perl script that searches through a .bib file and creates a new file with journal abbreviations changed to full names.

This script has been quite useful to me, so I decided to make it generally available here as longJournals. Feel free to modify it to suit your database. The important sections are near the top where the input and output files are declared and the substitution rules are listed. There are two types of substitution rules to handle some abbreviation conflicts (for example, Ecol. could be Ecology or Ecological). The first set of rules takes precedence over the second.

Rather than maintain two .bib files, I decided to use the abbreviated file as the main file and then periodically replace the long-journals file. The script could be improved to make it more flexible, but I only maintain one .bib file so it made sense to hardcode the file names and replacement arrays in the script. The copy linked to above has most of the substitution rules removed, since I assume they are not generally useful.

Suggestions are appreciated. Be sure to test out the script with a backup database first. Changes are not undoable.

Seed size

I have been investigating issues of ovule and seed development recently. One question that has come up is: How much variation is there in seed size? I had analysed some seed set data for some earlier work with some image analysis software. Consequently I have a large data set of seed area and perimeter for Chamerion angustifolium. A rough look at the data is:

seedSize

The data set is available as seedSizeData.txt.zip. Bewarned, the file contains over 100,000 lines – be sure to use an efficient text editor or stats package. All dimensions are in cm. The seed? column contains a 1 for seeds and 2 for objects smaller than seeds. See this for details.

Confronting models with data

The Ecological Detective by Ray Hilborn and Marc Mangel is an excellent source for learning how to analyse ecological data with sophistication. Traditionally, ecological data is analysed from the binary perspective of hypothesis testing. The goal of such testing is to either accept or reject a null hypothesis. Although it is well entrenched in ecological training and publication, this hypothesis testing has repeatedly been attacked by statisticians and many ecologists.

Without entering into this debate now, Hilborn and Mangel present an alternative of constructing models of the biological system of interest and then testing the model with collected data. This approach offers a much more nuanced and powerful way of understanding ecological processes. No longer is the ecology simply used to accept or reject a null hypothesis. Rather, a deeper understanding is required that leads to greater insights into the process.

As part of reading through the Ecological Detective, I worked through the pseudo-code examples provided and implemented them in Mathematica. I’’ve decided to make these files available: EcologicalDetective.zip. My hope is that someone else will find them useful. I would be particularly interested in discussing these files and the book with anyone interested. I should point out that this was my first use of Mathematica, so I would appreciate any feedback on how to use it more effectively.

Character assignments in phylogenetic analyses

In some recent research (http://public.me.com/mroutley/SIandDichogamy.pdf) I had to make inferences about families based on character states of the species within the family. One approach is to use a simple majority rule. For example, if more than half of the species possess character state x rather than y, then the family can be described as x. However, this approach seemed rather liberal, which led to a 2/3 majority criterion: if more than 2/3 of the species are x, the family is x; If less than 1/3 is x the family is y; otherwise the family is ambiguous.

A significant drawback to arbitrarily creating such criteria is that I had no idea what the consequences were for making Type I and Type II errors. Presumably, as the criterion becomes more stringent, Type I errors are less likely, but such uncertainty is not comforting. I decided a better approach would be to attempt a simulation study using different criteria coupled with a more sophisticated character state reconstruction algorithm.

The general approach was to create a family of twenty species and randomly assign a fixed proportion of each species one of two possible character states. The fixed probability chosen represented the decision criteria to be evaluated. For example, a 51% proportion is equivalent to the simple majority criterion. I then randomly generated 5,000 phylogenetic tree topologies for the family. To evaluate any given decision criterion, I compared the family characterization from the decision criterion to the ancestral-state reconstruction from Schluter et al’s maximum-likelihood analysis. The idea is that the maximum-likelihood reconstruction should be reasonably accurate, since it incorporates tree topology into its calculations. If the decision criterion and maximum-likelihood approaches yield similar answers, the decision criterion may be a good choice for describing families in the absence of species-level phylogenetic resolution.

I tested three decision criteria. Their results are: an 80% criterion was 98.1% accurate, 65% was 91.6%, and 55% was 60.8%. Clearly more stringent criteria are most similar to the more sophisticated maximum-likelihood analyses. However, stringency does exclude more data from the analysis as more families become ambiguously coded. A proper trade-off between stringency and sample size is required to make the best use of data.

I conducted these simulations with Mesquite and the data file is available(http://public.me.com/mroutley/simulations.nex).

Reference management

I have been working through my references and papers trying to regain some control over the literature. Being reintroduced to the tedium of reference management, it seems like there must be a better way to catalogue and organize this important component of research. Ideally, with the Internet and some good citation support from publishers, I would never have to type a citation – just automagically download whatever I need. Obviously this is not currently available.

I use BibDesk for my reference management and the author has some interesting ideas about sharing reference databases easily among colleagues. In this spirit of sharing, I’’ve decided to make my reference database available here. It is in BibTeX format, which most useful reference management software should recognize. As BibDesk matures I hope to make this database accessible in a more useful format (i.e., automatic synchronization). Until then I will update the publicly available database as often as possible. Ideally the database will become a group effort, maintained and expanded by whoever uses it. If you are interested in participating, let me know. There are some fields in the database that may not be useful. In particular, there is a link to the PDF location on my harddrive. I considered transfering these links and associated files to the Internet as well. However, there are copyright concerns with such a setup that need to be considered.