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The metabolic geography of the red squirrel (Tamiasciurus hudsonicus)

Elad Ben-Ezra

Department of Natural Resource Sciences

McGill University, Macdonald campus

Montreal, Quebec, Canada

October 2009

A thesis submitted to McGill University in partial fulfillment


of the requirements of the degree of Master of Science

© Elad Ben-Ezra

2009
Abstract

In coining the term “metabolic geography”, this thesis investigates geographic

variation in metabolic rate, body size, and population density of eight red squirrel

populations along a 3000 km latitudinal gradient in western Canada. There was a

positive trend between body mass and latitude along the gradient, consistent with

the prediction of Bergmann’s rule. In addition, abundance increased with mean

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

geography of red squirrels is driven more by regional variation in the demands of

maintaining homeothermy rather than the supply of resources. In addition,

squirrels at high latitudes are operating much closer to their physiological limits

than squirrels at lower latitudes.

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Resumé

Cette thèse étudie la géographie métabolique de huit populations d’écureuils roux

tout au long d’un gradient latitudinal de 3000 km dans l’ouest canadien. En

particulier, les variations géographiques du taux métabolique, de la taille

corporelle et de la densité de population seront examinées. La masse corporelle

avait tendance à augmenter tout au long du gradient, en accordance avec le

principe de Bergmann. La densité de la population augmentait avec la température

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

pas de relation entre le taux métabolique maximum et la latitude. Sur l’ensemble,

ces résultats suggèrent que les demandes énergétiques reliées au maintient de

l’homéothermie commandent les besoins énergétiques des écureuils roux et que le

taux métabolique au repos, par opposition au taux métabolique maximum, est un

trait physiologique plus pertinent à l’écologie les écureuils. De plus, les écureuils

des latitudes élevées vivent beaucoup plus proches de leurs limites physiologiques

que les écureuils des latitudes basses.

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Contribution of Authors

This thesis consists of two manuscripts intended for publication, both co-authored

by Murray Humphries. As my Master’s thesis supervisor, Murray Humphries

contributed the initial experimental design and methodology, and provided critical

guidance during all stages of fieldwork, analysis, and writing.

Acknowledgements

I would like to thank my supervisor, Murray Humphries, who provided me with

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

experience of a lifetime. Subsequent discussions with Murray about both my

specific results and science in general helped me grow as a scientist, for which I

am extremely grateful. Thanks to my committee members, Jim Fyles and Lauren

Chapman, who provided much appreciated feedback on my project.

I would like to thank Jean-François Aublet, who as the field technician in

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

delicate art of respirometry, and was an inspiration to me as a new graduate

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

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thoughtful comments. I would also like to thank Judy Buchanan-Mappin and the

staff at the University of Calgary Kananaskis Field Station, Darrell Regimbald

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

me to work on their traditional territory.

I would like to thank my family, who have always encouraged and

supported me in everything I do, and for instilling in me my values and

appreciation of the natural world.

Thanks to the various funding agencies. Specifically, the Canadian

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

Training Program for providing me with funding.

I would be remiss if I did not thank Gabriel Blouin-Demers, Gregory

Bulté, and Marie-Andrée Carrière. It was my two years as an undergraduate in

Gabriel’s lab at the University of Ottawa that inspired me to pursue my Master’s.

Greg and Marie-Andrée always treated me as an equal and I learned a great deal

about being a field biologist from each of them.

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

everything from flat tires to freezing temperatures to pulling a 40 foot trailer on

nothing but fumes. I became very attached to that truck. We did it Ruby!

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Table of Contents

Abstract .................................................................................................................... i
Resumé.................................................................................................................... ii
Contribution of Authors ......................................................................................... iii
Acknowledgements ................................................................................................ iii
Table of Contents .................................................................................................... v
General Introduction ............................................................................................... 1
Literature Review ............................................................................................... 1

Literature Cited ................................................................................................... 7

Tables and Figures ............................................................................................ 12

Chapter 1: Geographic variation in body size and abundance in the


North American red squirrel (Tamiasciurus hudsonicus)..................................... 13
Abstract ............................................................................................................. 13

Introduction ....................................................................................................... 14

Methods ............................................................................................................ 16

Results ............................................................................................................... 19

Discussion ......................................................................................................... 20

Literature Cited ................................................................................................. 25

Tables and Figures ............................................................................................ 30

Connecting Statement ........................................................................................... 38


Chapter 2: Geographic variation in resting and maximum metabolic rates of the
North American red squirrel (Tamiasciurus hudsonicus)..................................... 39
Abstract ............................................................................................................. 39

Introduction ....................................................................................................... 40

Methods ............................................................................................................ 44

v
Results ............................................................................................................... 49

Discussion ......................................................................................................... 51

Literature Cited ................................................................................................. 58

Tables and Figures ............................................................................................ 64

General Conclusion ............................................................................................... 71


Literature Cited ................................................................................................. 73

vi
General Introduction

Macro-physiology is a relatively young field concerned with determining the

ecological implications of large-scale geographic variation in physiological traits.

While there has been considerable research conducted on geographic variation in

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

of its range to near the edge of its range.

Literature Review

Metabolism, the biological process by which organisms consume, transform, and

expend energy (McNab 2002), is an important contributor to ecosystem function.

Indeed, metabolic rate is a fundamental trait that determines how much of an

individual organism’s energy can be allocated to maintenance, growth, and

reproduction. Brown et al. (2004) proposed in their “metabolic theory of ecology”

(MTE) that metabolic rate controls ecological processes at all levels of

organization. They also contended that inter- and intra-specific variation in

metabolic rate can largely be explained by two factors: body size and body

temperature. While MTE has generated considerable controversy, specifically in

the assertion of “universal” scaling factors (McNab 2008), it has also highlighted

the importance of understanding the ecological implications of metabolism.

Evaluating the ecological relevance of metabolism requires going beyond

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

all, of these variables, and has been shown to be a significant predictor of

metabolic rate at the inter-specific level in birds (Anderson & Jetz 2005) and

mammals (Lovegrove 2003; Rezende et al. 2004). However, there is a noticeable

paucity of intra-specific studies on the effect of latitude on metabolism.

Most of the studies on intra-specific metabolism and latitude have focused

on either a few populations or a small geographic scale. Bozinovic et al. (2009)

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

to be higher in a population of Chroeomys olivaceus from a cold, rainy habitat in

southern Chili compared to a population from an arid, warm habitat in northern

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

bank voles (Myodes glareolus, formerly Clethrionomys glareolus) across a 25

degree latitudinal gradient in Europe, and found no effect of latitude on BMR.

Several other studies have examined geographic variation in intra-specific

metabolism using altitude (Hayes 1989), life-history traits (Wikelski et al. 2003)

or island occupancy (Mathias et al. 2004). Taken as a whole, however, these

intra-specific studies are rather inconclusive, and more thorough studies that

2
capture a significant range of the environmental conditions individuals experience

throughout a species’ geographic distribution are needed to properly evaluate the

effect of latitude on metabolism.

One of the most important factors in determining an animal’s overall

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

variation may play. Specifically, when dealing with latitudinal gradients,

Bergmann’s rule (James 1970; Mayr 1956), a long-standing ecogeographic rule,

predicts that body size should increase with latitude. Bergmann’s rule has been

tested extensively, both inter- (Medina et al. 2007) and intra-specifically

(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

mechanisms that underlie Bergmann’s rule (Blackburn & Hawkins 2004).

Several hypotheses have been proposed to explain why a trend of

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

proposed by James (1970), who suggested that animals in warm, moist

environments are limited by the demands of keeping cool, therefore making it

advantageous to be small bodied to speed the rate of heat loss. The dispersal

hypothesis argues that large-bodied animals are better represented at high

latitudes based on superior dispersal ability compared to small-bodied animals

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

geographic variation in body size throughout a species’ distribution has important

ecological implications, particularly in the impact it has on the physiology 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

of energy needed to sustain basic physiological processes in a resting,

postabsorptive animal at a thermoneutral temperature, and maximum metabolic

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

adipose tissue, visceral organs, etc.) is working at its sustainable maximum

(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,

suggests that natural selection acted primarily to increase maximal aerobic

capacity of endotherms, and that BMR is simply elevated as a correlated response

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

and MMR in their inter-specific meta-analysis.

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

the ratio of MMR/BMR (Weibel et al. 1987). At the bio-physiological level,

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

functioning at MMR, however, over 90% of oxygen is consumed in a single organ

system, the locomotor muscles, for ATP re-synthesis and consequently over 90%

of blood flow is directed to the locomotor muscles in response to the increased

energy demand (Weibel et al. 2004). These differences have supported the

contention that BMR and MMR are functionally distinct and serve different

purposes for animals operating in their environment.

In terms of their relationship to body size, MMR appears to scale more

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

squirrels are non-hibernating diurnal tree squirrels that occur primarily in

coniferous-dominated habitat. They maintain year-round territories centered on a

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

supply (Steele 1998).

This study will be the first to examine, within one season, the metabolic

traits of multiple populations of a free-ranging small mammal in the field. By

documenting the relationship between metabolism and latitude within a species,

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

Metabolic Rates of the Bank Voles (Clethrionomys-Glareolus) in Europe

Along A Latitudinal Gradient from Lapland to Bulgaria. Annales

Zoologici Fennici 30, 233-238.

Anderson, K. J. and Jetz, W. 2005 The broad-scale ecology of energy expenditure

of endotherms. Ecology Letters 8, 310-318.

Blackburn, T. M. and Hawkins, B. A. 2004 Bergmann's rule and the mammal

fauna of northern North America. Ecography 27, 715-724.

Bozinovic, F., Munoz, J. L. P., and Cruz-Neto, A. P. 2007 Intraspecific variability

in the basal metabolic rate: Testing the food habits hypothesis.

Physiological and Biochemical Zoology 80, 452-460.

Bozinovic, F., Rojas, J. M., Broitman, B. R., and Vasquez, R. A. 2009 Basal

metabolism is correlated with habitat productivity among populations of

degus (Octodon degus). Comparative Biochemistry and Physiology A-

Molecular & Integrative Physiology 152, 560-564.

Brown, J. H., Gillooly, J. F., Allen, A. P., Savage, V. M., and West, G. B. 2004

Toward a metabolic theory of ecology. Ecology 85, 1771-1789.

Bryant, D. M. 1997 Energy expenditure in wild birds. Proceedings of the

Nutrition Society 56, 1025-1039.

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Gaston, K. J. and Blackburn, T. M. 1999 A critique for macroecology. Oikos 84,

353-368.

Gillooly, J. F. and Allen, A. P. 2007 Changes in body temperature influence the

scaling of V-O2max and aerobic scope in mammals. Biology Letters 3, 99-

102.

Hayes, J. P. 1989 Altitudinal and Seasonal Effects on Aerobic Metabolism of

Deer Mice. Journal of Comparative Physiology B-Biochemical Systemic

and Environmental Physiology 159, 453-459.

Hayes, J. P. and Garland, T. 1995 The Evolution of Endothermy - Testing the

Aerobic Capacity Model. Evolution 49, 836-847.

James, F. C. 1970 Geographic Size Variation in Birds and Its Relationship to

Climate. Ecology 51, 365-390.

Lovegrove, B. G. 2003 The influence of climate on the basal metabolic rate of

small mammals: a slow-fast metabolic continuum. Journal of

Comparative Physiology B-Biochemical Systemic and Environmental

Physiology 173, 87-112.

Mathias, M. L., Nunes, A. C., Marques, C. C., Sousa, I., Ramalhinho, M. G.,

Auffray, J. C., Catalan, J., and Britton-Davidian, J. 2004 Adaptive

energetics in house mice, Mus musculus domesticus, from the island of

Porto Santo (Madeira archipelago, North Atlantic). Comparative

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Biochemistry and Physiology A-Molecular & Integrative Physiology 137,

703-709.

Mayr, E. 1956 Geographical character gradients and climatic adaptations.

Evolution 10, 105-108.

McNab, B. K. 1999 On the comparative ecological and evolutionary significance

of total and mass-specific rates of metabolism. Physiological and

Biochemical Zoology 72, 642-644.

McNab, B.K. 2002 The Physiological Ecology of Vertebrates: A View from

Energetics. Cornell University Press, Ithica, NY, USA.

McNab, B. K. 2008 An analysis of the factors that influence the level and scaling

of mammalian BMR. Comparative Biochemistry and Physiology A-

Molecular & Integrative Physiology 151, 5-28.

McNab, B. K. 2009 Ecological factors affect the level and scaling of avian BMR.

Comparative Biochemistry and Physiology A-Molecular & Integrative

Physiology 152, 22-45.

Medina, A., Marti, D. A., and Bidau, C. J. 2007 Subterranean rodents of the genus

Ctenomys (Caviomorpha, Ctenomyidae) follow the converse to

Bergmann's rule. Journal of Biogeography 34, 1439-1454.

Novoa, F. F., Rivera-Hutinel, A., Rosenmann, M., and Sabat, P. 2005

Intraspecific differences in metabolic rate of Chroeomys olivaceus

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(Rodentia : Muridae): the effect of thermal acclimation in arid and mesic

habitats. Revista Chilena de Historia Natural 78, 207-214.

Rezende, E. L., Bozinovic, F., and Garland, T. 2004 Climatic adaptation and the

evolution of basal and maximum rates of metabolism in rodents. Evolution

58, 1361-1374.

Steele, M. A. 1998 Tamiasciurus hudsonicus. Mammalian Species 586, 1-9.

Weibel, E. R., Bacigalupe, L. D., Schmitt, B., and Hoppeler, H. 2004 Allometric

scaling of maximal metabolic rate in mammals: muscle aerobic capacity as

determinant factor. Respiratory Physiology & Neurobiology 140, 115-132.

Weibel, E. R., Taylor, C. R., Hoppeler, H., and Karas, R. H. 1987 Adaptive

Variation in the Mammalian Respiratory System in Relation to Energetic

Demand .1. Introduction to Problem and Strategy. Respiration Physiology

69, 1-6.

White, C. R., Terblanche, J. S., Kabat, A. P., Blackburn, T. M., Chown, S. L., and

Butler, P. J. 2008 Allometric scaling of maximum metabolic rate: the

influence of temperature. Functional Ecology 22, 616-623.

Wigginton, J. D. and Dobson, F. S. 1999 Environmental influences on geographic

variation in body size of western bobcats. Canadian Journal of Zoology-

Revue Canadienne de Zoologie 77, 802-813.

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Wikelski, M., Spinney, L., Schelsky, W., Scheuerlein, A., and Gwinner, E. 2003

Slow pace of life in tropical sedentary birds: a common-garden experiment

on four stonechat populations from different latitudes. Proceedings of the

Royal Society of London Series B-Biological Sciences 270, 2383-2388.

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Tables and Figures

Table 1. Definitions of metabolic traits. Abb = abbreviation of terms, where

applicable.

Trait Abb. Definition


Basal metabolic BMR The minimum amount of energy needed to
rate sustain basic physiological processes in a
resting, postabsorptive animal at a
thermoneutral temperature
Resting metabolic RMR Similar to BMR, but in a non-postabsorptive
rate animal
Maximum MMR The amount of energy an animal can expend
metabolic rate when its metabolically active tissues and
organs are working at their sustainable
maximum. Measured by cold-exposure,
intense activity, or a combination of the two.
Also knows as VO2 max or summit
metabolism
Field metabolic FMR Average energy expenditure of an animal
rate under natural conditions in its environment
Metabolic scope The ratio of MMR/BMR (or RMR). Provides
an estimate of an animal’s ability to raise its
metabolism in response to thermogenic or
locomotor demands
Aerobic reserve MMR – BMR (or RMR). Similar to scope,
provides an indicator for metabolic
constraints.
Mass-specific Any expression of metabolic rate that is
metabolism expressed on a per gram basis or otherwise
corrected for the mass of the animal
Whole-body Any expression of metabolic rate that is
metabolism expressed on the level of the entire animal

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Chapter 1: Geographic variation in body size and abundance in the

North American red squirrel (Tamiasciurus hudsonicus)

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

and abundance of multiple wild populations of red squirrels (Tamiasciurus

hudsonicus) across a 3000 km latitudinal gradient. As predicted by Bergmann’s

rule, mean body mass increased with latitude and decreased with temperature and

precipitation, although the relationships were only marginally significant.

However, local abundance was also a significant predictor of body mass, with

squirrels from high-abundance sites having a larger body mass than expected

based on their latitude or climatic conditions. We suggest that a shared influence

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

conform to or contradict Bergmann’s rule.

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

(Lovegrove 2003) of animals. Inter- and intra-specific geographic variation in

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

latitudes, Bergmann’s rule (James 1970; Mayr 1956) predicts a negative

relationship between body size and latitude within endotherms. Numerous studies

have documented empirical patterns in support of (Ashton et al. 2000; Blackburn

& 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

attempting to explain Bergmann’s rule have been proposed (summarized in

Blackburn and Hawkins 2004), for the most part they remain controversial (see

McNab 1999) and no consensus on mechanism has emerged. This lack of

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

size variation is the local abundance of a population. Local abundance, or

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,

rather than geographic variation among multiple populations. Here we explore

how body size and local abundance vary between multiple populations of a wide-

spread mammal.

Although there have been many studies on intra-specific geographic

variation in body size (Ashton et al. 2000), few have been able to incorporate a

large proportion of the latitudinal range of the species in question. In addition,

many confounding factors, such as differences in abundance, inter-specific

competition, and habitat type further complicate determining why individuals

vary in body size throughout a species’ range. To address this issue, we selected

the North American red squirrel (Tamiasciurus hudsonicus) as a study species, as

it is suitable for disentangling many of the confounding factors in previous

studies. Red squirrels are common throughout Canada’s boreal region. Within one

season, we sampled squirrels from eight populations along a 3000 km latitudinal

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

the extent of variation in environmental conditions experienced by T. hudsonicus

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

on body size due to inter-specific competition for resources. We also estimated

the local abundance of squirrels at each site, which allowed us to determine if

abundance affected body size, a population-level factor that has been largely

ignored in studies on intra-specific geographic variation.

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

best explained by latitude alone, or a combination of other environmental factors.

A second objective was to determine how local abundance varies across the

latitudinal gradient. Our final objective was to determine if abundance can help

predict geographic variation in body size.

Methods

We sampled red squirrels from 8 populations occurring in white spruce habitat

along a 3000 km latitudinal gradient from northern Yukon to southern Alberta,

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

during the winter of 2007/2008, between late-October and early-March. To reduce

any potential seasonal bias on our results, we staggered the order of our sampling

sites as much as possible (Table 1).

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

by the Faculty of Agricultural and Environmental Sciences animal care committee

at McGill University (Animal Care Protocol #4728).

Local abundance was measured through a modified capture-

release/territory survey method. Red squirrels actively defend exclusive central

territories (middens). We thoroughly searched a given area of forest (ca. 500 m x

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

tracks were followed to a central midden. If we were unsuccessful at trapping at a

midden, we surveyed the immediate area for signs of squirrel activity. If a

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

reliable index of relative abundance, particularly given the wide range of

environments and squirrel abundance within our latitudinal gradient.

Variables

Latitude and elevation were determined from GPS locations of middens at each

site. Thirty-year averages (1961-90) of temperature and precipitation (spatial

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,

R2 = 0.49, p = 0.02). We determined local abundance by calculating the number

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

longitude of the sites as an explanatory variable in any statistical analyses. Given

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

any response variables.

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)

values were log-transformed to satisfy the assumption of normality. We used

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 =

0.41, p = 0.089), temperature (F1,7 = 4.15, R2 = 0.41, p = 0.088), and precipitation

(F1,7 = 5.27, R2 = 0.47, p = 0.0615) as single, independent predictors of body mass

were all marginally significant. Squirrel body mass increased with latitude and

decreased with mean annual temperature and precipitation (Fig. 2). We then

included all variables (temperature, precipitation, latitude, elevation, and spruce

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

significantly with latitude (F1,6 = 3.44, R2 = 0.36 , p = 0.11 – Fig. 3B) or

precipitation (F1,6 = 1.15, R2 = 0.16, p = 0.32). Temperature was also the only

variable retained in the stepwise analysis.

Local abundance was then included with all other environmental and

biotic variables in a stepwise analysis of significant predictors of squirrel body

size variation. A model including temperature and abundance as independent

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

residuals of annual temperature decreased with the partial residuals of squirrel

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.

Nonetheless, according to our stepwise analysis, precipitation was the sole

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

of abundance in our stepwise analysis.

Had we not included abundance in our analysis of latitudinal variation in

red squirrel body size, our results would have been rather typical, namely that two

latitude-correlated climate variables, precipitation and temperature, are the best

predictors of body size variation. However, when abundance was included as a

potential explanatory variable, a much higher proportion of body mass variation

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

abundance (Fig. 4).

It is perhaps unsurprising that variation in body size of the North

American red squirrel is correlated with environmental temperature. Because of

their small size for non-hibernating mammals in the boreal ecosystem, it is

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

energetic demands of endothermy in extreme cold environments (Humphries et

al. 2005). In addition to the thermoregulatory advantage, another benefit to larger

body size in colder environments with high seasonality and, presumably, lower

food availability, is an increase in fasting endurance or starvation time (Blackburn

& Hawkins 2004). While we did not measure food availability directly, the

density of spruce trees at each site decreased significantly with latitude (p =

0.019, R2 = 0.63), suggesting a declining gradient of food availability with

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.

The local abundance of a population is an aspect that has been largely

ignored in studies of geographic variation in body size. More generally, although

spatial variation in abundance across species ranges has been treated as a general

rule of biogeography, the patterns and determinants of large scale variation in

local abundance is a critically understudied aspect of mammal ecology and

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

use year-to-year variation in body size as an indicator or mechanism of density

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

spatial scales, high abundance is generally assumed to reflect favorable climatic

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

drive either form of causality.

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

biogeographical contradiction. In situations where abundance declines from the

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
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29
Tables and Figures

Table 1. Environmental variables for each site along the latitudinal gradient. YT =

Yukon Territory, Canada; BC = British Columbia, Canada; AB = Alberta,

Canada. Temp = mean annual temperature, Precip = annual precipitation,

Elevation = mean elevation above sea level, Spruce density = mean basal area of

white spruce stand.

Site Dates sampled Latitude Temp Precip Elevation Spruce


(d/m/y) (oN) (oC) (mm) (m.a.s.l) density (m2)
Rock River, YT 25/10/07 – 4/11/07 66.91 -6.7 398 471 25.1
Stewart Crossing, 8/11/07 – 19/11/07 63.36 -3.8 379 520 34.8
YT
Montague, YT 16/2/08 – 24/2/08 61.82 -3.2 281 615 31.9
Kluane, YT 2/3/08 – 10/3/08 60.95 -2.3 400 917 34.0
Prophet River, 24/11/07 – 2/12/07 58.32 -0.1 564 617 23.8
BC
Hinton, AB 7/12/07 – 18/12/07 53.47 1.6 639 1330 44.6
Nordegg, AB 1/2/08 – 10/2/08 52.46 1.0 595 1458 54.0
Kananaskis, AB 15/1/08 – 29/1/08 51.04 1.4 695 1517 44.5

30
Table 2. Linear least-square correlations between environmental variables for the

eight sites along the latitudinal gradient.

Temperature Precipitation Spruce Elevation Latitude


density
Latitude -0.9655 -0.8708 -0.7915 -0.9329 1
Elevation 0.8381 0.8041 0.8902 1
Spruce density 0.6799 0.5723 1
Precipitation 0.8379 1
Temperature 1

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

Abundance (log individuals/km2)


2.6

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

did not vary significantly with (B) latitude.

35
A

2
Parital residual of temperature

-1

-2

-3

-4

-5
180 200 220 240 260

Partial residual of mass

2
Parital residual of temperature

-1

-2

-3

-4

-5
180 200 220 240 260

Partial residual of mass

Figure 4. Partial residuals of (A) mean annual temperature and (B) abundance

against the partial residuals of squirrel body mass from the


36
temperature/abundance linear model. The partial residuals of temperature

decreased with the partial residuals of squirrel body size, while the partial

residuals of abundance increased with body size.

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

the North American red squirrel (Tamiasciurus hudsonicus)

Abstract

While metabolic rate is known to scale with mass, there is a significant amount of

residual inter- and intra-specific variation that can be partially explained by

differences in climate, temperature, and habitat. This study is the first to examine

large-scale intra-specific variation in the metabolic rate of a small mammal. We

examined variation in resting and maximum metabolic rate (RMR and MMR,

respectively) of the North American red squirrel (Tamiasciurus hudsonicus) by

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

with latitude, suggesting that the demands of maintaining homeothermy are

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

closer to their physiological limits than squirrels at lower latitudes.

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;

McNab 2008). However, there remains a significant amount of residual variation

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

2009). Latitudinal gradients simultaneously capture a significant portion of the

variation in most, if not all, of these factors. It is therefore unsurprising that

latitude has often been used as a proxy to examine underlying variation in

metabolic rate.

Most of our understanding of how metabolic rate varies with latitude is at

the inter-specific level, summarized in several meta-analyses published in recent

years. Lovegrove (2003) and Rezende et al. (2004) showed that the basal

metabolic rate (BMR) of small-mammals increased with latitude in both the

northern and southern hemispheres. Similarly, Anderson & Jetz (2005)

demonstrated that the field metabolic rate (FMR) of 248 avian and mammalian

populations increased with latitude. However, despite numerous inter-specific

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

to the methodological challenges of efficiently capturing and measuring

metabolism of animals in multiple, geographically separate populations.

40
Despite the logistic challenges, several authors have attempted to address

the question of geographic variation and intra-specific metabolism. A summary of

intra-specific studies on geographic variation in metabolic rate is presented in

Table 1. In terms of geographic scale and number of populations studied, Aalto et

al. (1993) is the most thorough examination of intra-specific metabolism to date.

They measured the metabolic rate of four populations of bank voles (Myodes

glareolus, formerly Clethrionomys glareolus) across a 25 degree latitudinal

gradient in Europe, and found no effect of latitude on BMR. However, their site

selections (i.e. a mountainous southern site compared to low-lying northern sites)

offset many of the expected environmental correlates that are common across

latitudinal gradients. Taken as a whole, intra-specific studies on the effect of

latitude and metabolism are rather inconclusive (Table 1), primarily because no

studies to date have captured a significant range of the environmental conditions

individuals experience throughout a species’ geographic distribution.

When considering how metabolic rate may be expected to vary across the

latitudinal range of a homeotherm’s geographic distribution, particularly towards

the poleward range limit, two important factors must be considered: the energy

demands of maintaining homeothermy and the energy supply provided by food

resources. The demand of maintaining homeothermy in cold, thermally

challenging environments has often been suggested to favour selection of high

BMR to increase heat production and therefore thermoregulatory capacity. This

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).

From the low latitude perspective, a companion theory is that higher

environmental temperatures could favour a low BMR in response to overheating

and water conservation (Krol et al. 2003; Shkolnik & Schmidtnielsen 1976). In

terms of the supply of energetic resources, it is important to remember that a high

BMR is energetically costly, and populations at the periphery of a species’ range

tend to be limited in terms of resources (Curnutt et al. 1996; White 2008).

Selection may therefore favour a lower BMR at extreme high latitudes in response

to decreasing or less predictable resources (McNab 1999). In summary, if the

demand of homeothermy is driving a species’ energetics, then we would expect

metabolic rate to increase with latitude across its distribution, while if the supply

of energetic resources is the driving force, we would expect metabolic rate to

decrease at high latitudes, especially approaching the species’ range limit.

The objective of this study is to determine how the metabolism of a wide-

ranging small mammal varies across a large-scale latitudinal gradient. More

specifically, we seek to determine the direction of the relationship between

metabolism and latitude. As a secondary objective, we will determine if latitude

or a combination of other environmental factors can best predict variation in

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

basic physiological processes in a resting animal at a thermoneutral temperature,

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

(primarily locomotor muscles) are working at their sustainable maximum (Weibel

et al. 2004).

We chose the North American red squirrel (Tamiasciurus hudsonicus) as a

model species as it has an extensive geographic range which encompasses the

entire north-south range of the boreal region in western Canada. Red squirrels are

a very interesting species from a energetics perspective, as they do not hibernate

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

suggested that small mammals should show greater metabolic adaptations in

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

southern Alberta (latitude 51oN) to northern Yukon (latitude 67oN), approaching

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-

specifically, one important issue to consider is mass differences between groups

(Hayes 2001). In this case it is especially important as we have previously

documented a Bergmann’s rule trend of increasing body mass with latitude

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

with latitude as well. However, if selection favours a decrease in RMR with

latitude, possibly due to resource limitations, the mass-RMR relationship might be

superseded by selection for reduced “whole-body” and/or “mass-specific” RMR

at high latitudes. Thus, we seek to examine whether whole-body and/or mass-

specific rates of resting and maximum metabolism increase with latitude, as might

be expected if thermoregulatory demands drive metabolic variation, or decrease

with latitude, as might be expected if resource supply drive metabolic variation.

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

during the winter of 2007/2008, between late-October and early-March. We

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).

Metabolic measurements – resting metabolic rate

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

measured using a ± 0.1 g scale (Mettler PG12001 SDR) prior to metabolic

measurements. Because red squirrels are diurnal, metabolic trials were started at

minimum two hours following sunset to increase the likelihood that individuals

would rest.

Resting metabolic rate was measured using a positive pressure, flow-

through respirometry system. Squirrels were maintained in four liter plexiglass

metabolic chambers (Qubit, Kingston, Ontario, Canada) that were placed in

environmental chambers (Espec North America Inc., Hudsonville, Michigan,

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

International Ltd, Nevada, U.S.A.). A computerized data acquisition system

(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

territories after their metabolic traits were measured.

Metabolic measurements - maximum metabolic rate

For a subset of squirrels in six of the eight populations sampled, we recorded

maximum metabolic rate (MMR) following their RMR trial. MMR was recorded

in all populations except Hinton, AB and Kluane, YT. MMR is typically

measured as the highest rate of oxygen consumption in response to cold-exposure,

forced exercise, or a combination of the two (Rezende et al. 2004). MMR trials

commenced once the temperature of the environmental chamber was brought

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

air depending on whether thermal conductance or convection was the dominant

form of heat loss. In addition to helox exposure, we lowered the temperature of

the environmental chamber to approximately -25oC at the maximum rate possible

(ca. 10oC/hour). Due to the risk of hypothermia, the squirrels’ oxygen

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

maintain homeothermy (Rosenmann & Morrison 1974). The highest oxygen

consumption for 300 consecutive seconds was taken as MMR. We chose to

slightly increase this time period for MMR compared to RMR as MMR values for

some squirrels occasionally “spiked” dramatically for short, unsustainable periods

of time (i.e. 10 – 30 seconds).

Activity

During the MMR trials, squirrels would typically respond to cold-exposure in two

ways – by being highly active or by being highly inactive. We quantified their

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

index of activity was calculated by multiplying the coefficient of variation (cv) of

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

able to classify 46 of the 47 squirrels sampled for MMR.

Environmental variables across latitudinal gradient

Latitude and elevation were determined from GPS locations of middens at each

site. Thirty-year averages (1961-90) of temperature and precipitation (spatial

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).

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

model were 0.15 and 0.1, respectively.

Animal care

All protocols followed the guidelines established by the American Society of

Mammalogists (Gannon & Sikes 2007) and were approved by the Faculty of

48
Agricultural and Environmental Sciences animal care committee at McGill

University (Animal Care Protocol #4728).

Results

RMR and latitude

Latitude was the best predictor of RMR, and was the only variable retained in the

stepwise analysis. RMR significantly increased with latitude (R2 = 0.836, p =

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

significant (R2 = 0.417, p = 0.084, F1,6 = 4.29, n = 8 – Fig. 2).

MMR and activity

The squirrels were able to withstand extreme cold temperatures for an

unexpectedly long time. Active squirrels took an average time of 79 minutes

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

induced by helox exposure).

MMR was significantly and positively related to RMR among the 45

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

and 4B). Therefore, to determine if activity affected MMR, squirrels were

classified into one of the two activity categories. The MMR calculated from

inactive squirrels (activity index < 35) represents “cold-induced MMR” while that

from active squirrels (activity index > 25) represents “cold-and-activity-induced

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

category. Cold-and-exercise-induced MMR increased more rapidly with body

mass than cold-induced MMR (Fig. 5B).

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 and latitude

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

= 0.084 – Fig. 6B).

Discussion

Resting metabolic rate and latitude

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

gradient, peaking at the northern-most site. We predicted that if thermoregulatory

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

maintaining homeothermy are driving red squirrel RMR. Furthermore, while we

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.

Latitude was a better predictor of RMR compared to any other

combination of temperature, precipitation, elevation, and white spruce density. It

is not entirely surprising that latitude is better at predicting RMR than any other

environmental or biotic variables, considering that it is such a holistic and

integrative variable itself. It has been suggested that latitude may be a better

predictor of long-term climate trends that operate closer to an evolutionary time

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

factors such as food availability, habitat suitability, seasonality, and

environmental unpredictability may vary with latitude, and often in a non-linear

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).

A pertinent question to ask regarding our RMR results is whether the

increase in whole-body RMR with latitude is driven by the trend of increasing

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

over-shadow the primary importance of the whole-body RMR-latitude

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

whole-body relationships at our own peril. Regarding our populations of red

squirrels, it is entirely plausible that the increase in body size is a metabolic

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

in RMR with latitude, combined with the trend of increasing mass-RMR

residuals, support the hypothesis that the demands of maintaining homeothermy

in thermally challenging environments is driving latitudinal variation in red

squirrel metabolism.

Maximum metabolic rate and resting metabolic rate

Across the gradient we originally found a significant, but weak, positive

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

RMR explained significantly more variation in MMR, greatly increasing the

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).

Maximum metabolic rate and latitude

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

of a homeotherm’s ability to withstand low environmental temperatures. Given

that all active animals must, by definition, operate within their environment at

levels of energy expenditure greater than their RMR, a homeotherm’s ability to

tolerate cold ambient temperatures is often estimated by metabolic scope

(MMR/BMR or RMR) (McNab 2002) or aerobic reserve (MMR – FMR)

(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

ceiling”, which would aid in thermoregulating in cold climates, particularly for

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

demands. However, because RMR increased with latitude in our populations of

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

2002). While it may seem counter-intuitive, perhaps RMR is a more ecologically

relevant trait than MMR for red squirrels exposed to thermally challenging winter

environments. While at a broad scale, energy expenditure in endotherms is

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

actually decreased with colder ambient temperatures in the winter (Humphries et

al. 2005). Essentially, red squirrels are able to take advantage of their thermally

buffered micro-environments (well-insulated nests) and secure winter food source

(cone cache) to be more active on warmer winter days and spend less energy at

colder temperatures. By increasing the amount of time being inactive in their

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.

Substitutive vs. additive thermogenic costs during MMR

Due to the nature of our MMR and activity data – with “cold-induced” MMR and

“cold-and-exercise-induced” MMR – there is a question regarding metabolic

scope that, while we initially did not design the study to answer, we have the

potential to address. One long-standing issue regarding endotherm energetics is

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

situation would likely arise if there is an intrinsic constraint to the production of

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

handle both demands simultaneously, then metabolic scope should increase

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

metabolic scope, in response to “exercise” during cold-exposure. Squirrels that

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-

exercise-induced MMR in small mammals. And in contrast to our results,

Chappell and Hammond (2004) found that deer mice had a fixed metabolic scope;

cold-and-exercise induced MMR was the same as cold-induced MMR. However,

it should be noted that we did not specifically design our study to test for the

effect of cold-and-exercise-induced MMR, which is usually elicited from forced

exercise via a running wheel or treadmill.

57
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63
Tables and Figures

Table 1. Summary of intra-specific studies on geographic variation in

metabolic traits. Direction of metabolic traits with main environmental

variable(s) indicated by + (positive effect), - (negative effect), or 0 (no

effect). BMR = basal metabolic rate; RMR = resting metabolic rate; MMR

= maximum metabolic rate; FMR = field metabolic rate.

Study Species No. of Main Trait, effect


populations environmental
variable
Bozinovic et al. Octodon 4 Primary BMR (+)
(2009) degus productivity
Broggi et al. Parus 2 Latitude BMR (+)
(2007) major
Novoa et al. Chroeomys 2 Precipitation, BMR (+, -)
(2005) olivaceus Temperature MMR (0, 0)
Mathias et al. Mus 2 Island BMR (-)
(2004) musculus occupancy
domesticus
Wikelski et al. Saxicola 4 Migratory RMR (+)
(2003) torquata ability
Aalto et al. Myodes 4 Latitude BMR (0)
(1993) glareolus
Hayes Peromyscus 2 Altitude BMR (+)
(1989a) maniculatus FMR (0)
MMR (0)

64
Figure 1. Whole body metabolic rate (VO2 ml/hr) ± SE vs. latitude for the eight

populations of red squirrels sampled along the latitudinal gradient.

65
Figure 2. Mass-RMR residuals ± SE vs. latitude for the eight populations of red

squirrels sampled along the latitudinal gradient.

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

from MMR trials.

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

squirrels (n = 45). Filled circles = active, open circles = 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

circles = active, open circles = inactive

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

study is the first to document these traits in multiple free-ranging populations of a

mammalian species over such a large geographic scale.

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

squirrels at high latitudes are larger than conspecifics at lower latitudes. In

addition, I showed that local abundance increased with mean annual temperature

across the gradient. However, a particularly notable but initially counter-intuitive

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

the Bergmann trend of increasing body size with latitude.

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,

suggesting that it is the demands of maintaining homeothermy, rather than the

supply of energy resources that drive red squirrel metabolic rate along the

latitudinal gradient. However, there was no relationship between MMR and

latitude. The combination of these two relationships led to an unexpected result,

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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

micro-environments and secure winter food source to minimize the amount of

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.

By documenting how energetic traits vary for eight populations of red

squirrels along a latitudinal gradient in western Canada, this study can be

considered a first step in a field we termed “metabolic geography”. Indeed, there

is very little data available on the patterns of spatial variation in metabolism for

different populations or closely related species. There are therefore many

questions this field can answer and directions this field can take. Do the

differences in RMR among red squirrel populations reflect different levels of

energy expenditure in the field? Does the lack of differences in MMR reflect a

common “metabolic ceiling” that is shared among populations of red squirrels

regardless of climate? And are there fitness benefits of an elevated RMR for

squirrels in northern populations? By providing interesting results and at the same

time creating many more new questions, hopefully this study can serve as the

impetus to use geographic variation in metabolic traits to answer questions of

interest to both physiologists and ecologists.

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Literature Cited

Humphries, M. M., Boutin, S., Thomas, D. W., Ryan, J. D., Selman, C., Mcadam,

A. G., Berteaux, D., and Speakman, J. R. 2005 Expenditure freeze: the

metabolic response of small mammals to cold environments. Ecology

Letters 8, 1326-1333.

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