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Elad Ben-Ezra
October 2009
© Elad Ben-Ezra
2009
Abstract
variation in metabolic rate, body size, and population density of eight red squirrel
positive trend between body mass and latitude along the gradient, consistent with
annual temperature along the gradient, and all else being equal, squirrels present
in high abundance were larger than squirrels present at low abundance. Resting
metabolic rate increased with latitude, but there was no relationship between
maximum metabolic rate and latitude. Overall, this suggests that the metabolic
squirrels at high latitudes are operating much closer to their physiological limits
i
Resumé
moyenne annuelle, et toutes choses étant égales par ailleurs, les écureuils des
populations denses étaient plus gros que les écureuils des populations moins
denses. Le taux métabolique au repos augmentait avec la latitude, mais il n’y avait
trait physiologique plus pertinent à l’écologie les écureuils. De plus, les écureuils
des latitudes élevées vivent beaucoup plus proches de leurs limites physiologiques
ii
Contribution of Authors
This thesis consists of two manuscripts intended for publication, both co-authored
contributed the initial experimental design and methodology, and provided critical
Acknowledgements
the essential framework, guidance, and freedom to embark on an almost year long
field season that would test my limits as a field biologist and provide me with the
specific results and science in general helped me grow as a scientist, for which I
the Humphries lab accompanied me during the first half of my winter field season
and taught me how to drive the trailer. Jean-François and I endured many trials
and challenges in establishing the routine that I would continue to use in the latter
half of my winter field season. I would also like to thank my other field assistants
Connie O’Connor and Catherine Henry, who were with me during the summer
and winter, respectively. Quinn Fletcher introduced me to squirrel camp and the
student in the Humphries lab. Thanks to all my labmates in the Humphries lab
who helped improve both of my manuscripts with their very thorough and
iii
thoughtful comments. I would also like to thank Judy Buchanan-Mappin and the
and the Canfor Peace Liard Woodlands, Troy Pretzlaw, Matthew Wheatley,
Chiara Feder, and the Kluane Red Squirrel Project for their help in finding
suitable study sites. Special thanks to the many Yukon First Nations who allowed
Foundation for Innovation New Opportunities Fund and the NSERC Northern
Research Chair and Discovery Grant programs for providing funding to Murray
Humphries. And thanks to the NSERC CGS program and the Northern Scientific
Greg and Marie-Andrée always treated me as an equal and I learned a great deal
Finally, I would like to thank Ruby, our 2005 Chevy Silverado, for being a
trooper during the 32,000 km I put her through in just over 9 months. She endured
nothing but fumes. I became very attached to that truck. We did it Ruby!
iv
Table of Contents
Abstract .................................................................................................................... i
Resumé.................................................................................................................... ii
Contribution of Authors ......................................................................................... iii
Acknowledgements ................................................................................................ iii
Table of Contents .................................................................................................... v
General Introduction ............................................................................................... 1
Literature Review ............................................................................................... 1
Introduction ....................................................................................................... 14
Methods ............................................................................................................ 16
Results ............................................................................................................... 19
Discussion ......................................................................................................... 20
Introduction ....................................................................................................... 40
Methods ............................................................................................................ 44
v
Results ............................................................................................................... 49
Discussion ......................................................................................................... 51
vi
General Introduction
metabolism at the inter-specific level, very little is known about how energetic
traits vary within a species’ range. The objective of this thesis is to determine how
resting metabolic rate, maximum metabolic rate, body size, and population
density vary within a small mammal’s geographic distribution from near the core
Literature Review
metabolic rate can largely be explained by two factors: body size and body
the assertion of “universal” scaling factors (McNab 2008), it has also highlighted
the typical scaling with body mass to evaluate the considerable residual variation
1
present in allometric relationships. Several relevant biotic and environmental
factors such as diet (Bozinovic et al. 2007), activity level (Bryant 1997), climate
(Lovegrove 2003), season (Hayes 1989), and habitat (McNab 2009) have been
shown to affect metabolism. Latitude can serve as a reliable proxy for most, if not
metabolic rate at the inter-specific level in birds (Anderson & Jetz 2005) and
examined four populations of degus (Octodon degus) in Chili and found that basal
metabolic rate (BMR) increased with the net primary productivity of the
populations’ habitat. BMR, but not maximum metabolic rate (MMR), was found
Chile (Novoa et al. 2005). Aalto et al. (1993) performed the most intensive intra-
specific study to date, as they measured the metabolic rates of four populations of
metabolism using altitude (Hayes 1989), life-history traits (Wikelski et al. 2003)
intra-specific studies are rather inconclusive, and more thorough studies that
2
capture a significant range of the environmental conditions individuals experience
energy budget is body size. Any study on the energetics of multiple populations of
a species over a large geographic scale must consider the role that body size
predicts that body size should increase with latitude. Bergmann’s rule has been
(Wigginton & Dobson 1999), with most studies generally favouring the rule but
often with many exceptions. However, there is still much debate as to the possible
increasing body size with latitude may exist. The heat conservation hypothesis
suggests that larger animals, by reducing their surface area/volume ratio and
supporting thicker pelage, are better able to occupy higher latitudes and the
corresponding colder climates (Gaston & Blackburn 1999). A related idea was
advantageous to be small bodied to speed the rate of heat loss. The dispersal
3
(Blackburn & Hawkins 2004). Finally, the scarcity of resources hypothesis notes
that animals living at high latitudes must often deal with fewer and less
predictable food resources, and can mitigate this situation by increasing their
starvation time with a larger body mass (McNab 1999). However, despite the
many hypotheses and lack of clear mechanism, the extent and pattern of
animals.
In terms of metabolic rate, there are two important energetic set-points for
all homeotherms – basal metabolic rate (BMR), which represents the lower limit
rate (MMR), which represents the upper limit of energy an animal can expend
when its metabolic machinery (i.e. primarily locomotor muscles, but also brown
(Weibel et al. 2004). The various metabolic traits and terms studied in this thesis
are listed in Table 1 for reference. The functional relationship between BMR and
MMR has been vigorously debated. The aerobic capacity model, for example,
to MMR (Hayes & Garland 1995). A common explanation for this type of link
between BMR and MMR is that animals that have the metabolic machinery that
allow for high levels of energy processing and expenditure when active, in turn,
4
have a higher cost of maintaining that machinery when at rest, analogous to an
engine with high horse power having higher fuel requirements when idling.
Indeed, Rezende et al. (2004) found a strong positive correlation between BMR
However, several authors have suggested that the selective forces acting
on BMR and MMR may differ (Rezende et al. 2004; Weibel et al. 2004). It has
been shown that animals of similar size and BMR can have substantially different
MMR, with “athletic species” having much greater metabolic scope – defined as
BMR and MMR are quite distinct. When an animal is functioning at their BMR,
oxygen is consumed in all cells primarily for maintenance of cellular function and
blood flow is distributed evenly to all organs (Weibel et al. 2004). When
system, the locomotor muscles, for ATP re-synthesis and consequently over 90%
energy demand (Weibel et al. 2004). These differences have supported the
contention that BMR and MMR are functionally distinct and serve different
steeply with mass than does BMR, possibly due to greater changes in muscle
temperature for larger mammals working at maximum capacity (Gillooly & Allen
2007 but see White et al. 2008). Nonetheless, one consequence of the differential
scaling relationship is that metabolic scope generally increases with body size.
5
In this thesis, I explore the relationship between metabolic rate (BMR and
MMR), body mass, and population density in eight populations of red squirrels
along a latitudinal gradient that spans over 3000 km in western Canada. Red
midden of hoarded conifer cones (Steele 1998). Among various coniferous forest
types, red squirrels can be found throughout the western boreal region in white
spruce habitat – a mast-seeding tree that results in a large annual variation in food
This study will be the first to examine, within one season, the metabolic
this study will add to a growing body of literature on ecophysiology, but also
provide new data and questions in the field of what we term “metabolic
geography”.
6
Literature Cited
Aalto, M., Gorecki, A., Meczeva, R., Wallgren, H., and Weiner, J. 1993
Bozinovic, F., Rojas, J. M., Broitman, B. R., and Vasquez, R. A. 2009 Basal
Brown, J. H., Gillooly, J. F., Allen, A. P., Savage, V. M., and West, G. B. 2004
7
Gaston, K. J. and Blackburn, T. M. 1999 A critique for macroecology. Oikos 84,
353-368.
102.
Mathias, M. L., Nunes, A. C., Marques, C. C., Sousa, I., Ramalhinho, M. G.,
8
Biochemistry and Physiology A-Molecular & Integrative Physiology 137,
703-709.
McNab, B. K. 2008 An analysis of the factors that influence the level and scaling
McNab, B. K. 2009 Ecological factors affect the level and scaling of avian BMR.
Medina, A., Marti, D. A., and Bidau, C. J. 2007 Subterranean rodents of the genus
9
(Rodentia : Muridae): the effect of thermal acclimation in arid and mesic
Rezende, E. L., Bozinovic, F., and Garland, T. 2004 Climatic adaptation and the
58, 1361-1374.
Weibel, E. R., Bacigalupe, L. D., Schmitt, B., and Hoppeler, H. 2004 Allometric
Weibel, E. R., Taylor, C. R., Hoppeler, H., and Karas, R. H. 1987 Adaptive
69, 1-6.
White, C. R., Terblanche, J. S., Kabat, A. P., Blackburn, T. M., Chown, S. L., and
10
Wikelski, M., Spinney, L., Schelsky, W., Scheuerlein, A., and Gwinner, E. 2003
11
Tables and Figures
applicable.
12
Chapter 1: Geographic variation in body size and abundance in the
Abstract
The factors that are traditionally hypothesized to drive body size variation
according to Bergmann’s rule are typically strongly correlated with latitude. One
notable but rarely studied factor that may also contribute to intra-specific body
size variation is the local abundance of a population. We document the body size
rule, mean body mass increased with latitude and decreased with temperature and
However, local abundance was also a significant predictor of body mass, with
squirrels from high-abundance sites having a larger body mass than expected
of habitat and climatic suitability on abundance and body size may conceal or
even reverse underlying associations between climate and body size, which may
help to explain the extensive variation in the degree to which different taxa
13
Introduction
Body size is one of the most important life-history traits of an organism. Variation
in body size can affect the behaviour (Labonne et al. 2009) and physiology
body size has long been studied in the context of Bergmann’s rule. Originally
formulated from the observation that large-bodied animals tend to occur at high
relationship between body size and latitude within endotherms. Numerous studies
& Hawkins 2004; Blois et al. 2008) or in contradiction (Medina et al. 2007; Yom-
Tov & Yom-Tov 2005) to Bergmann’s rule. However, while many hypotheses
Blackburn and Hawkins 2004), for the most part they remain controversial (see
mechanism has led biologists to consider other ecologically relevant factors that
may help drive variation in body size, such as food availability (Meiri et al.
2007), species richness (Olson et al. 2009), and population dynamics (Yom-Tov
et al. 2007).
One notable, but rarely studied factor that has the potential to affect body
population density, has been shown to affect many life-history traits in mammals
(LeBlanc et al. 2001; Pettorelli et al. 2001), birds (Bretagnolle et al. 2008; Wilkin
et al. 2006), and fish (Martinson et al. 2008). However, the vast majority of such
14
studies have examined temporal variation in abundance of a single population,
how body size and local abundance vary between multiple populations of a wide-
spread mammal.
variation in body size (Ashton et al. 2000), few have been able to incorporate a
vary in body size throughout a species’ range. To address this issue, we selected
studies. Red squirrels are common throughout Canada’s boreal region. Within one
gradient from northern Yukon (latitude 67oN) to southern Alberta (latitude 51oN),
spanning nearly the entire north-south range of the boreal forest in western
Canada (Fig. 1). This gradient thus allowed us to capture a significant portion of
throughout its western boreal range. Red squirrels occur primarily in coniferous-
dominated habitat, with conifer seeds as their main food source (Steele 1998),
which allowed us to control for the effect of habitat- and food-type by selecting
only white spruce (Picea glauca) stands as study sites. At our sites, T. hudsonicus
does not occur with any other Sciuridae species or other mammal species that
15
specialize on conifer seeds, vastly reducing the potential for confounding effects
abundance affected body size, a population-level factor that has been largely
This study thus took advantage of the capacity to measure within one
season both the body size and local abundance of multiple, free-ranging
populations of a mammal across a large geographic scale. Our first objective was
to check for the presence of the “traditional” Bergmann pattern in body size
variation across the latitudinal gradient, and determine whether the pattern can be
A second objective was to determine how local abundance varies across the
latitudinal gradient. Our final objective was to determine if abundance can help
Methods
Canada (Fig. 1). Sites were selected based on appropriate white spruce habitat
(i.e. avoiding mixed forest habitat) and road access, while trying to maintain an
even spatial distribution along the latitudinal gradient. Sampling was conducted
any potential seasonal bias on our results, we staggered the order of our sampling
16
Squirrels were live-captured using tomahawk traps baited with peanut
butter and placed on central territories at each site. Mass was recorded (± 0.1 g)
on a digital scale (Mettler PG12001 SDR), squirrels were ear-tagged for later
identification, and released back onto their territories. In addition to body mass,
we measured the left hind tarsus for all squirrels at 7 of the 8 sites as another
proxy for body size. All protocols followed the guidelines established by the
American Society of Mammalogists (Gannon & Sikes 2007) and were approved
200 m grid) at each site to determine the number of middens, and their locations
were marked with a handheld GPS (Global Positioning System) unit (Garmin,
Olathe, Kansas, United States) and flagging tape. In winter, active middens can
easily be detected by the presence of white spruce cones and bracts above the
snowline. Red squirrels are diurnal, vocal, and vigilantly patrol their territories,
leaving noticeable snow tracks in winter (Steele 1998). We captured and marked
squirrels with ear-tags, and noted the presence of middens, snow tracks, and
territorial calls to estimate the number of squirrels present at each site. All snow
territorial call was noted or a squirrel was sighted we used binoculars to record if
17
the squirrels was marked. Our estimate of squirrel abundance at each site thus
includes the total number of squirrels trapped and ear-tagged plus any additional
squirrels that were visually observed but not trapped, during an average of 110
person-hours of search effort per site. While it is possible that we did not detect
all squirrels within our study grids, we are confident that our estimate provides a
Variables
Latitude and elevation were determined from GPS locations of middens at each
resolution of 2 km2) were determined for each site in ArcMap (ESRI, Redlands,
California, United States) using data acquired from Climate Source Inc.
(Corvallis, Oregon, United States). White spruce stand density was measured at
each site using a point sampling method with an optical prism to determine
average basal area (Kulow 1966). Data for environmental variables at each site
are presented in Table 1. We used body mass as an index of body size in this
study, but note that mean tarsus length was correlated with mean body mass for
males and females across the seven sites where both were measured (F2,11 = 5.38,
of squirrels per km2 at each site. GPS locations of middens were imported into
ArcMap and the Hawth’s Analysis Tools extension package was used to calculate
minimum convex polygons around middens at each site. We did not include
18
that all sites were from continental, boreal forest habitat, as opposed to coastal
habitat, we had no a priori reason to suspect that variation in longitude will affect
Statistical Analyses
A parametric t test was used to examine if body size differed between sexes
across the gradient. Local abundance (number of detected squirrels per km2)
general linear modeling and stepwise analysis to determine what factors best
predict variation in body size and abundance. All statistical analyses were
performed with JMP version 8.0 (SAS Institute, Cary, North Carolina, United
States). We defined statistical significance as p < 0.05. For the stepwise analysis,
the p-value thresholds for variables to enter and exit the model were 0.15 and 0.1,
respectively.
Results
Body size
Across the gradient, male squirrels were significantly larger than females (t =
2.88, df = 112, p = 0.005). General linear models with latitude (F1,7 = 4.10, R2 =
were all marginally significant. Squirrel body mass increased with latitude and
decreased with mean annual temperature and precipitation (Fig. 2). We then
19
density) in a stepwise analysis to determine which variable(s) predicted body
mass. Precipitation was the only variable included in the best explanatory model.
Abundance
The general linear models of local abundance showed that abundance increased
with temperature (F1,6 = 6.96, R2 = 0.54, p = 0.039 – Fig. 3A), but did not vary
precipitation (F1,6 = 1.15, R2 = 0.16, p = 0.32). Temperature was also the only
Local abundance was then included with all other environmental and
variables was deemed to be the best explanatory model (F2,7 = 5.62, R2 = 0.69, p =
0.053), and was on the cusp of statistical significance. To determine the effect of
each variable on body mass, we plotted the partial residuals of both temperature
and abundance against their respective partial residuals of mass. The partial
body size (F1,7 = 13.3, R2 = 0.69, p = 0.011 – Fig. 4A) while the partial residuals
of abundance increased with body size (F1,7 = 5.53, R2 = 0.48, p = 0.057 – Fig
4B).
Discussion
Body size
Although all single-variable models were only marginally significant, there was a
trend for squirrel body mass to increase with latitude along the gradient, as
20
predicted by Bergmann’s rule. There was a trend for colder and drier sites to have
larger squirrels than warmer and wetter sites (Fig. 2). The high co-linearity
between latitude, temperature, and precipitation across our study sites (Table 2)
limits our ability to disentangle the best predictors of red squirrel body size.
variable that was retained in the best explanatory model. Several recent intra-
specific studies of geographic variation in body size (Blois et al. 2008; Yom-Tov
& Geffen 2006) have suggested that precipitation is a main driver of body size
variation.
Abundance
Unlike our analysis of body size, only one variable, temperature, was strongly
correlated with abundance, explaining 53.7% of the observed variation (Fig. 3A).
Along the gradient, warmer sites had more squirrels per unit area than colder
sites. Temperature was also the only factor retained in the best explanatory model
red squirrel body size, our results would have been rather typical, namely that two
can be accounted for (71.3% vs. 52.9%) and both climate and abundance emerge
as independent predictors of body mass. All else being equal, red squirrels
occupying cold climates are larger than squirrels occupying warm climates and
21
squirrels present in high abundance are larger than squirrels present at low
possible that the increase in body size with decreasing ambient temperature is a
thermoregulatory adaptation to increase total heat output in the face of the high
body size in colder environments with high seasonality and, presumably, lower
& Hawkins 2004). While we did not measure food availability directly, the
latitude. Both the thermoregulatory advantage and increase in starvation time are
possibilities that would favour a body size increase for squirrels in colder,
northern populations.
spatial variation in abundance across species ranges has been treated as a general
biogeography (Caughley et al. 1988; James 1970; Jarema et al. 2009; Sagarin &
22
Gaines 2002). Thus, it is unsurprising that most mammal studies that have
associated body size to population abundance involve time series approaches that
dependence. Most of these studies find a negative association between body size
and abundance over time, presumably because more individuals occupying the
same habitat means fewer resources per individual (in the absence of allee effects
– LeBlanc et al. 2001; Mysterud et al. 2001; Yom-Tov et al. 2007; Zedrosser et
al. 2006). In contrast, in the context of spatial variation in abundance across large
and habitat conditions (Brown 1984; Sagarin & Gaines 2002). Contributions of
these same favorable climatic and habitat conditions to large body size could
explain why we found a positive relationship between abundance and body size.
In other words, abundance and body size might co-vary with habitat and climatic
suitability. Red squirrel abundance increased slightly from our southern-most site
to the mid-range of the gradient, then declined sharply at higher latitudes (Fig.
3B). This mid-point roughly corresponds to the center of the boreal forest region
in western Canada, which could represent the highest quality white spruce habitat
for squirrels across our gradient, assuming that habitat quality declines toward the
periphery of the boreal forest range (Curnutt et al. 1996). Alternatively, there may
be a causal relationship between abundance and body size, such that large
squirrels are able to attain higher abundance or abundant populations are able to
grow larger, but we find it difficult to identify plausible mechanisms that might
23
The potential for body size and abundance to be positively related to both
habitat quality and climatic suitability introduces the potential for an intriguing
core to the edge of a species range (Brown 1984; Brown et al. 1995), but see
Sagarin and Gaines 2002), Bergmann’s rule would predict that, moving poleward
from the range center, body size would increase as average abundance declines.
Thus, in general, populations near the poleward edge of the range should have
large body size and low abundance, whereas populations in the core of the range
should have smaller body size and higher abundance, creating a negative
relationship between body size and abundance. At a coarse level, we observed the
same pattern in red squirrels; our two most northern populations had larger body
size and lower abundance than our smaller sized, more abundant southerly
populations. Yet, by sampling abundance and body size across multiple sites, it
becomes clear that at sites where body size is larger than predicted by latitude,
abundance is high, and at sites where body size is smaller than predicted,
abundance is low. This potential for correlations between abundance and body
size to mask or reverse underlying associations between climate and body size
may help to explain the extensive variation in the degree to which different taxa
conform to or contradict Bergmann’s rule (Ashton et al. 2000; Olson et al. 2009;
Yom-Tov & Yom-Tov 2005; Zedrosser et al. 2006). Better evaluation of this
possibility requires more large scale studies examining in what species and in
what ecological situations patterns of spatial variation in abundance and body size
do or do not co-vary.
24
Literature Cited
Ashton, K. G., Tracy, M. C., and de Queiroz, A. 2000 Is Bergmann's rule valid for
Caughley, G., Grice, D., Barker, R., and Brown, B. 1988 The Edge of the Range.
25
Gannon, W. L. and Sikes, R. S. 2007 Guidelines of the American Society of
Humphries, M. M., Boutin, S., Thomas, D. W., Ryan, J. D., Selman, C., Mcadam,
Letters 8, 1326-1333.
Jarema, S. I., Samson, J., Mcgill, B. J., and Humphries, M. M. 2009 Variation in
range interior will exceed those at the edge: a case study with North
64, 469-474.
Labonne, J., Augery, M., Parade, M., Brinkert, S., Prevost, E., Heland, M., and
Beall, E. 2009 Female preference for male body size in brown trout,
26
density. Canadian Journal of Zoology-Revue Canadienne de Zoologie 79,
1661-1670.
Medina, A., Marti, D. A., and Bidau, C. J. 2007 Subterranean rodents of the genus
Meiri, S., Yom-Tov, Y., and Geffen, E. 2007 What determines conformity to
27
Mysterud, A., Yoccoz, N. G., Stenseth, N. C., and Langvatn, R. 2001 Effects of
age, sex and density on body weight of Norwegian red deer: evidence of
Olson, V. A., Davies, R. G., Orme, C. D. L., Thomas, G. H., Meiri, S., Blackburn,
biogeography and ecology of body size in birds. Ecology Letters 12, 249-
259.
Pettorelli, N., Gaillard, J. M., Duncan, P., Ouellet, J. P., and Van Laere, G. 2001
Wilkin, T. A., Garant, D., Gosler, A. G., and Sheldon, B. C. 2006 Density effects
Yom-Tov, Y. and Geffen, E. 2006 Geographic variation in body size: the effects
28
Yom-Tov, Y. and Yom-Tov, J. 2005 Global warming, Bergmann's rule and body
Yom-Tov, Y., Yom-Tov, S., MacDonald, D., and Yom-Tov, E. 2007 Population
cycles and changes in body size of the lynx in Alaska. Oecologia 152,
239-244.
Zedrosser, A., Dahle, B., and Swenson, J. E. 2006 Population density and food
29
Tables and Figures
Table 1. Environmental variables for each site along the latitudinal gradient. YT =
Elevation = mean elevation above sea level, Spruce density = mean basal area of
30
Table 2. Linear least-square correlations between environmental variables for the
31
Figure 1. Map of study sites (triangles) across western Canada.
32
A
280
260
240
Body mass (g)
220
200
180
160
50 52 54 56 58 60 62 64 66 68
Latitude
280
260
240
Body mass (g)
220
200
180
160
-8 -6 -4 -2 0 2 4
o
Temperature ( C)
33
C
280
260
240
Body mass (g)
220
200
180
160
200 300 400 500 600 700 800
Precipitation (mm)
Figure 2. Mean body mass (± SE) of squirrels increased with (A) latitude and
decreased with (B) mean annual temperature and (C) annual precipitation.
34
A
2.8
2.4
2.2
2.0
1.8
-8 -6 -4 -2 0 2 4
o
Mean annual temperature ( C)
B
2.8
Abundance (log individuals/km )
2
2.6
2.4
2.2
2.0
1.8
50 52 54 56 58 60 62 64 66 68
Latitude
Figure 3. Abundance of squirrels declined with (A) mean annual temperature and
35
A
2
Parital residual of temperature
-1
-2
-3
-4
-5
180 200 220 240 260
2
Parital residual of temperature
-1
-2
-3
-4
-5
180 200 220 240 260
Figure 4. Partial residuals of (A) mean annual temperature and (B) abundance
decreased with the partial residuals of squirrel body size, while the partial
37
Connecting Statement
In Chapter 1, it was shown that there is a trend of increasing body mass with
latitude among the eight red squirrel populations sampled along the latitudinal
gradient. Body mass variation has important consequences in terms of its impact
on physiology and energetic traits. Chapter 2 examines how two key energetic
traits, resting and maximum metabolic rate, vary along the gradient and the results
are evaluated and discussed in light of the body mass variation documented in
Chapter 1.
38
Chapter 2: Geographic variation in resting and maximum metabolic rates of
Abstract
While metabolic rate is known to scale with mass, there is a significant amount of
differences in climate, temperature, and habitat. This study is the first to examine
examined variation in resting and maximum metabolic rate (RMR and MMR,
sampling individuals from eight populations along a latitudinal gradient from near
the core to near the edge of the species’ range. We found that RMR increased
driving red squirrel energetics. However, MMR did not vary with latitude, which
taken with our RMR results, show that red squirrels at high latitudes operate
39
Introduction
Metabolic rate is known to scale across all taxonomic groups according to well-
known relationships that are dictated primarily by body mass (Brown et al. 2004;
that can be partially explained by a suite of biotic and environmental factors such
as diet (Bozinovic et al. 2007), activity level (Bryant 1997), latitude (Anderson &
Jetz 2005), climate (Lovegrove 2003), season (Hayes 1989a), and habitat (McNab
metabolic rate.
years. Lovegrove (2003) and Rezende et al. (2004) showed that the basal
demonstrated that the field metabolic rate (FMR) of 248 avian and mammalian
studies on the effect of latitude on metabolic rate, there have been very few
examinations of this question at the intra-specific level. This paucity is likely due
40
Despite the logistic challenges, several authors have attempted to address
They measured the metabolic rate of four populations of bank voles (Myodes
gradient in Europe, and found no effect of latitude on BMR. However, their site
offset many of the expected environmental correlates that are common across
latitude and metabolism are rather inconclusive (Table 1), primarily because no
When considering how metabolic rate may be expected to vary across the
the poleward range limit, two important factors must be considered: the energy
hypothesis is mainly based on the assumption that BMR and maximum metabolic
rate (MMR) are functionally linked, with the latter also assumed to be the true
41
measure of thermoregulatory capacity or cold-tolerance (Rezende et al. 2004).
and water conservation (Krol et al. 2003; Shkolnik & Schmidtnielsen 1976). In
Selection may therefore favour a lower BMR at extreme high latitudes in response
metabolic rate to increase with latitude across its distribution, while if the supply
metabolism. We consider two important energetic traits, RMR and MMR. RMR is
similar to BMR, in that it represents the lower limit of energy needed to sustain
with the caveat that the animal does not have to be in a postabsorptive state (i.e. it
can be digesting food). RMR is preferable to BMR for our study as a non-
42
postabsorptive state is an important criterion to maintain normal behaviour in
small mammals (Speakman et al. 2004). MMR represents the upper limit of
energy an animal can expend when its metabolically active tissues and organs
et al. 2004).
entire north-south range of the boreal region in western Canada. Red squirrels are
and are among the smallest boreal mammals active above the snow throughout the
winter (Pruitt & Lucier 1958), thus exposing them to harsh winter conditions.
Their small size makes them well suited to this type of study, as it has been
response to cold climates, due both to a higher surface area/volume ratio and
structural restrictions in their ability to reduce heat loss via increases in pelage
thickness (Steudel et al. 1994). Red squirrels cache conifer cones in the fall to
serve as their main winter food source (Steele 1998). By selecting only white
spruce (Picea glauca) stands as study sites, we were able to minimize spatial
variation in habitat- and food-type. Within one season, we sampled squirrels from
eight populations along a latitudinal gradient that spanned over 3000 km from
the northern limit of the species’ distribution and covering nearly the entire north-
south range of the boreal forest in western Canada (Chapter 1, Fig. 1).
43
In any comparative study of whole-body RMR, both inter- and intra-
among our red squirrel populations (Chapter 1). With prior knowledge that mass
increased with latitude, we might expect whole-body RMR and MMR to increase
specific rates of resting and maximum metabolism increase with latitude, as might
Methods
Study sites
Environmental variables for all eight study sites are presented in Table 1 of
Chapter 1. All sites were characterized by a dominance (> 80% of trees with a
diameter at breast height > 5 cm) of white spruce trees. Our study was conducted
specifically chose winter months because they are an energetically stable time of
year for red squirrels, with no additional energetic demands such as mating,
lactation, or cone hoarding (Humphries et al. 2005; Steele 1998). Ideally, all
squirrels would have been sampled during roughly the same period in winter.
44
However, since the logistics of our study necessarily involved sampling over
months instead of days, we staggered the order of our sampling sites as much as
possible, to reduce any potential seasonal bias on our results (Chapter 1, Table 1).
This study took advantage of a mobile energetics laboratory, a 11-m cargo trailer
that contains all the equipment necessary to perform respirometry and can be
towed with a truck from site to site. Upon arriving at a site, a given area of forest
would be surveyed, and red squirrels were live-captured using tomahawk traps
baited with peanut butter that were placed on the squirrels’ central territories
(middens). Squirrels were trapped in the afternoon (between 13h00 and 19h00)
and immediately taken to the mobile laboratory where they were provided with ad
libitum peanut butter for food and apple slices for moisture. Body mass was
measurements. Because red squirrels are diurnal, metabolic trials were started at
minimum two hours following sunset to increase the likelihood that individuals
would rest.
USA) set to a constant temperature (24° C), which is within the thermoneutral
zone of red squirrels (Pauls 1981). The metabolic chamber rested on a motion
activity detector (MAD-1, Sable Systems International Ltd, Nevada, USA) that
45
provided an index of the squirrel’s activity throughout the trial. Fresh outdoor air
that had been scrubbed of CO2 and water via soda lime and Drierite©,
respectably, was pumped through each chamber at a constant rate of 700 ml/min.
Ex-current air from each chamber was sub-sampled at 200 ml/min, scrubbed of
CO2 and moisture, and sent to an oxygen analyzer (Oxzilla-II, Sable Systems
(Sable Systems, RM8 Intelligent Multiplexer) was used to baseline the oxygen
analyzer with fresh scrubbed air at 12 minute intervals throughout the trial.
Oxygen consumption values were stored and analyzed using Expedata 1.0.18 data
management software by Sable Systems. Trial runs were corrected for equipment
drift and RMR was calculated by determining the lowest level of oxygen
consumption recorded for a minimum of 180 consecutive seconds during the ca.
2-3 hour trial. Squirrels were then ear-tagged, and released back onto their
maximum metabolic rate (MMR) following their RMR trial. MMR was recorded
forced exercise, or a combination of the two (Rezende et al. 2004). MMR trials
down to 0oC, at which point the incurrent outdoor air was replaced with a mixture
of ca. 79% helium and 21% oxygen (helox). Helox is commonly used to induce
46
cold-exposure MMR as it increases thermal conductance compared to regular air
(Rosenmann & Morrison 1974). Using heated models, (Thomas et al. 1998) found
that under a helox atmosphere, heat flux increased 1.8 – 2.5 times that of regular
consumption values were constantly monitored throughout the trial, with manual
baseline measurements only being taken at the beginning and end of the MMR
trial. Typically, oxygen consumption would steadily increase until a rapid drop
occurred, at which point the squirrel could no longer increase its metabolic rate to
slightly increase this time period for MMR compared to RMR as MMR values for
Activity
During the MMR trials, squirrels would typically respond to cold-exposure in two
activity by calculating an activity index from the motion activity detector. The
output of the motion activity detector is an oscillating line that deviates from its
mean in both the positive and negative direction when it detects movement. Our
47
the output of the motion activity detector by a factor of 104. A high cv therefore
corresponds to high activity while low cv corresponds to low activity. During one
of the MMR trials, the MAD detector was not functioning. We were therefore
Latitude and elevation were determined from GPS locations of middens at each
resolution of 2 km2) were determined for each site in ArcMap (ESRI, Redlands,
California, United States) using data acquired from Climate Source Inc.
(Corvallis, Oregon, United States). White spruce stand density was measured at
each site using a point sampling method with an optical prism to determine
Statistical Analyses
We used general linear modeling and stepwise analysis to determine what factors
best predict variation in RMR and MMR along the latitudinal gradient. All
statistical analyses were performed with JMP version 8.0 (SAS Institute, Cary,
North Carolina, United States). We defined statistical significance as p < 0.05. For
the stepwise analysis, the p-value thresholds for variables to enter and exit the
Animal care
Mammalogists (Gannon & Sikes 2007) and were approved by the Faculty of
48
Agricultural and Environmental Sciences animal care committee at McGill
Results
Latitude was the best predictor of RMR, and was the only variable retained in the
0.0015, F1,6 = 30.7, n = 8 – Fig. 1). RMR also increased with mass for all 105
squirrels sampled across the gradient (R2 = 0.186, p < 0.0001, F1,103 = 23.5). As
reported in Chapter 1, there was a trend for the mean population mass to increase
with latitude (R2 = 0.402, p = 0.091, F1,6 = 4.03, n = 8). However, on a “mass-
specific” level, the mean population residuals from the mass-RMR relationship
increased with latitude as well, although the relationship was only marginally
under a helox atmosphere to elicit MMR, while inactive squirrels took an average
of 114 minutes to elicit MMR, with prevailing air temperatures less than -20oC
(made colder yet by the 1.8-2.5 fold increase in heat loss at a given temperature
squirrels on which we measured both traits (R2 = 0.090, p = 0.046, F1,43 = 4.24, n
= 45 – Fig. 3A). However, both the frequency plot and kernel density plot of the
49
activity index of squirrels during the MMR trials was bimodal indicating two
distinct groups corresponding to high activity and low activity squirrels (Fig. 4A
classified into one of the two activity categories. The MMR calculated from
inactive squirrels (activity index < 35) represents “cold-induced MMR” while that
MMR” (Rezende et al. 2004). One squirrel had an intermediate activity index
between 25 and 35, and therefore was not categorized as either active or inactive
to ensure a distinct gap in activity between the two groups. Including activity in
the general linear model with RMR explained significantly more variation in
MMR (R2 = 0.46, p < 0.0001, F2,40 = 17.3, n = 43 –3b; model F-test p < 0.001 –
Fig. 3B).
Similar to RMR, MMR increased significantly with body mass (R2 = 0.22,
p = 0.0008, F1,45 = 12.9, n = 47 – Fig. 5A). And once again, adding activity to the
general linear model with body mass explained significantly more variation in
MMR (R2 = 0.52, p < 0.0001, F1,43 = 14.9, n = 45 – Fig. 5B; model F-test p <
0.001). There was also a significant interaction between mass and activity
While we chose to classify activity into two discrete categories, our results
are robust to treating the activity index as a continuous variable. MMR increased
in a similar fashion both with RMR and activity (R2 = 0.47, p < 0.0001, F2,41 =
50
18.0, n = 44), and with body mass and activity (R2 = 0.43, p < 0.0001, F2,43 =
16.2, n = 46).
MMR, unlike RMR, did not vary with latitude, nor any other
environmental variable. While the overall model of MMR including latitude and
activity category was significant (R2 = 0.53, p = 0.049, F2,8 = 4.5, n = 8 – Fig.
6A), latitude was not a significant factor (F1,8 = 0.97, p = 0.35). In addition to
there being no trend with whole-body MMR, there was no relationship between
mass-MMR residuals and latitude (F2,8 = 0.13, p = 0.88). There was a trend,
however, for metabolic scope (MMR/RMR) to decrease with latitude (F1,8 = 3.9, p
Discussion
Resting metabolic rate was very highly correlated with latitude across the gradient
(Fig. 1), remarkably explaining over 87% of the observed variation among the
eight populations of red squirrels. Moreover, RMR clearly increased along the
demands of maintaining homeothermy are the driving force behind red squirrel
RMR, metabolic rate should increase with latitude. On the other hand, if the
supply of energy resources is the driving factor, we predicted that metabolic rate
should decrease with latitude. Our results clearly show that RMR increased along
the gradient, peaking at the northern-most site, suggesting that the demands of
51
were unable to directly measure food availability at each site, the density of
spruce trees significantly declined with latitude (Chapter 1, Table 2). We also
found that the population density of red squirrels declined sharply at the two
northern-most sites (Chapter 2, Figure 3A and 3B). Both of these results suggest
that energy resources were likely less available at the highest latitude sites, where
red squirrel RMR was highest, further strengthening our argument that the
demands of maintaining homeothermy drive red squirrel RMR along the gradient.
is not entirely surprising that latitude is better at predicting RMR than any other
integrative variable itself. It has been suggested that latitude may be a better
scale (i.e. thousands of years) than weather data that has been collected for shorter
periods of time (i.e. decades) (Rezende et al. 2004). In addition, many other
fashion (Lovegrove 2003). Among our environmental variables, there were strong
linear correlations between latitude and temperature (R2 = 0.93), elevation (R2 =
0.87), precipitation (R2 = 0.76), and white spruce density (R2 = 0.63).
body mass we documented in Chapter 1. In order to test for this, we used the
52
residuals of the overall mass-RMR relationship to obtain a mean “mass-specific”
RMR for each population. There was a trend of increasing mass-RMR residuals
with latitude (Fig. 2), indicating that populations at high latitudes have higher
resting metabolic rates than predicted from mass alone. However, this is not to
relationship. It has repeatedly been noted in ecological studies that animals live at
the whole-body, and not mass-specific, level (McNab 1999), and we ignore
adaptation to increase whole-body RMR for the purpose of heat production and
conservation. One of the simplest ways selection can act on overall energy
budgets is through changes in body size (McNab 2002). Thus, the overall increase
squirrel metabolism.
correlation between MMR and RMR, with RMR explaining only 9% of the
observed variation in MMR (Fig. 3A). However, the bimodal nature of the
frequency plot and kernel density plot of the activity index (Fig. 4A and 4B)
supports our original observation that squirrels exhibited two distinct behavioural
responses to the helox-induced cold exposure – high activity and low activity.
53
Indeed, adding activity as a categorical variable to the general linear model with
explanatory power from 9% to 46% (Fig. 3B). This result is important considering
that despite the functional relationship between MMR and RMR (or BMR) not
being fully known, several major theories regarding the evolution of endothermy
and BMR make assumptions or predictions regarding these two metabolic traits
being linked (Hayes & Garland 1995). While significant correlations between
BMR and MMR have been reported at the inter-specific level in birds
(Dutenhoffer & Swanson 1996) and rodents (Rezende et al. 2004), it has rarely
been documented in comparative studies at the intra-specific level (but see Hayes
1989b).
Despite RMR increasing with latitude, and its correlation with MMR, there was
no relationship between MMR and latitude (Fig. 6A). This result is rather
surprising given that MMR, more so than RMR, is considered a standard measure
that all active animals must, by definition, operate within their environment at
(Ochocinska & Taylor 2005). Indeed, inter-specific comparative work has found
that species from cold climates have higher MMRs (Bozinovic & Rosenmann
1989; Sparti 1992). It is assumed that a higher MMR, and accompanying greater
54
metabolic scope or aerobic reserve, would confer on animals a higher “metabolic
small mammal with high surface area/volume ratios. The reasoning is sound – a
lower metabolic scope or aerobic reserve, in theory, means that the animal has a
smaller capacity to raise its metabolic rate in the face of increased energy
red squirrels while MMR did not, we actually found a trend of decreasing
metabolic scope with latitude (Fig. 6B). This result is even more surprising
considering that metabolic scope generally increases with body size (McNab
relevant trait than MMR for red squirrels exposed to thermally challenging winter
negatively related to temperature (Anderson & Jetz 2005), this relationship may
not hold for small mammals in cold environments. Previous work on one of the
population sampled from the Yukon (Kluane) revealed that FMR of squirrels
al. 2005). Essentially, red squirrels are able to take advantage of their thermally
(cone cache) to be more active on warmer winter days and spend less energy at
nests on colder days, red squirrels can spend a greater portion of their time living
at energy levels closer to RMR than MMR; RMR may thus be the more
ecologically relevant metabolic trait, and selection may have favoured an elevated
55
RMR rather than MMR. Our results suggest that despite the energetic costs, red
squirrels at high latitudes operate closer to their physiological limits than squirrels
at lower latitudes.
Due to the nature of our MMR and activity data – with “cold-induced” MMR and
scope that, while we initially did not design the study to answer, we have the
whether heat derived from locomotor activity can substitute for thermoregulatory
heat production. More specifically, if the costs of thermogenesis and exercise are
substitutive, then metabolic scope should be fixed and MMR during cold-
exposure should be the same as MMR during exercise and cold-exposure. This
heat by brown adipose tissue (BAT – thermogenesis) and skeletal muscles (both
thermogenesis and exercise), likely from nutrient limitation from the central
supply system. However, if the costs are additive, meaning that BAT and skeletal
muscles act independently of each other and that the central supply system can
during combined exercise and cold-stress compared to either demand alone. Our
results suggest that the costs of thermogenesis and maximal exercise are additive
in red squirrels, as they have the capacity to raise their MMR, and therefore
were highly active during MMR trials had significantly higher MMRs than
56
squirrels that were highly inactive (Fig. 5B). To our knowledge there has been
only one other study to date that has compared cold-induced MMR and cold-and-
Chappell and Hammond (2004) found that deer mice had a fixed metabolic scope;
it should be noted that we did not specifically design our study to test for the
57
Literature Cited
Aalto, M., Gorecki, A., Meczeva, R., Wallgren, H., and Weiner, J. 1993
Bozinovic, F., Rojas, J. M., Broitman, B. R., and Vasquez, R. A. 2009 Basal
Broggi, J., Hohtola, E., Koivula, K., Orell, M., Thomson, R. L., and Nilsson, J. A.
2007 Sources of variation in winter basal metabolic rate in the great tit.
58
Brown, J. H., Gillooly, J. F., Allen, A. P., Savage, V. M., and West, G. B. 2004
41-48.
metabolic rate in passerine birds and the aerobic capacity model for the
59
Hayes, J. P. 1989b Field and Maximal Metabolic Rates of Deer Mice
Hayes, J. P. 2001 Mass-specific and whole-animal metabolism are not the same
Humphries, M. M., Boutin, S., Thomas, D. W., Ryan, J. D., Selman, C., Mcadam,
Letters 8, 1326-1333.
Krol, E., Johnson, M.S., and Speakman, J.R. 2003 Limits to sustained energy
4283-4291.
64, 469-474.
60
Mathias, M. L., Nunes, A. C., Marques, C. C., Sousa, I., Ramalhinho, M. G.,
703-709.
McNab, B. K. 2008 An analysis of the factors that influence the level and scaling
McNab, B. K. 2009 Ecological factors affect the level and scaling of avian BMR.
61
Ochocinska, D. and Taylor, J. R. E. 2005 Living at the physiological limits: Field
Rezende, E. L., Bozinovic, F., and Garland, T. 2004 Climatic adaptation and the
58, 1361-1374.
64.
77-96.
62
Speakman, J. R., Krol, E., and Johnson, M. S. 2004 The functional significance of
Steudel, K., Porter, W. P., and Sher, D. 1994 The Biophysics of Bergmanns Rule
Thomas, D. W., Pacheco, V. A., Fournier, F., and Fortin, D. 1998 Validation of
Weibel, E. R., Bacigalupe, L. D., Schmitt, B., and Hoppeler, H. 2004 Allometric
White, T. C. R. 2008 The role of food, weather and climate in limiting the
Wikelski, M., Spinney, L., Schelsky, W., Scheuerlein, A., and Gwinner, E. 2003
63
Tables and Figures
effect). BMR = basal metabolic rate; RMR = resting metabolic rate; MMR
64
Figure 1. Whole body metabolic rate (VO2 ml/hr) ± SE vs. latitude for the eight
65
Figure 2. Mass-RMR residuals ± SE vs. latitude for the eight populations of red
66
A
Figure 3. (A) MMR (VO2 ml/hr) vs. RMR (VO2 ml/hr) for the 45 squirrels across
the gradient that had both metabolic traits measured. (B) MMR vs. RMR for
active compared to inactive squirrels (n = 43). Filled circles = active, open circles
= inactive.
67
A
Figure 4. (A) Frequency plot of squirrel activity index from MMR trials (n = 44).
Bin size = 10, with upper value as label. (B) Kernel density plot of activity index
68
A
Figure 5. (A) MMR (VO2 ml/hr) vs. body mass (g) for 47 squirrels across the
latitudinal gradient. (B) MMR vs. body mass for active compared to inactive
69
A
Figure 6. (A) MMR (VO2 ml/hr) ± SE vs. latitude for six populations along the
latitudinal gradient, for active compared to inactive squirrels. (B) Metabolic scope
(MMR/RMR) ± SE vs. latitude for the same populations along the gradient. Filled
70
General Conclusion
This thesis documented how metabolic rate, body size, and population density of
red squirrels varied along a 3000 km latitudinal gradient in western Canada. This
In the first chapter I showed that there was a trend of increasing body
mass along the gradient, consistent with the prediction of Bergmann’s rule. Red
addition, I showed that local abundance increased with mean annual temperature
result was that all else being equal, squirrels present in high abundance were
larger than squirrels present at low abundance. I suggest that the possibility exists
that abundance and body size co-vary with habitat suitability. If this were the
case, the positive association between body size and abundance in populations
near the northern limits of species’ distributions may potentially mask or dampen
In the second chapter I documented how RMR and MMR varied among
the eight populations along the gradient. Both whole-body and mass-specific
RMR increased with latitude, though the later was only marginally significant,
supply of energy resources that drive red squirrel metabolic rate along the
71
namely that there was a trend where metabolic scope decreased with latitude. It
has been shown that red squirrels can take advantage of their thermally buffered
time spent outside of their nests on cold winter days (Humphries et al. 2005). If
red squirrels spend the majority of their time in winter living at energy levels
closer to their RMR rather than their MMR, and in light of my results, I suggest
that RMR may be a more ecologically relevant metabolic trait than MMR, and
selection may have favoured an elevated RMR rather than MMR in red squirrels.
is very little data available on the patterns of spatial variation in metabolism for
questions this field can answer and directions this field can take. Do the
energy expenditure in the field? Does the lack of differences in MMR reflect a
regardless of climate? And are there fitness benefits of an elevated RMR for
time creating many more new questions, hopefully this study can serve as the
72
Literature Cited
Humphries, M. M., Boutin, S., Thomas, D. W., Ryan, J. D., Selman, C., Mcadam,
Letters 8, 1326-1333.
73