J. Lancaster et Lr. Belyea, NESTED HIERARCHIES AND SCALE-DEPENDENCE OF MECHANISMS OF FLOW REFUGIUM USE, Journal of the North American Benthological Society, 16(1), 1997, pp. 221-238
We outline a hierarchical framework of classes of mechanisms, operatin
g at different spatial and temporal scales, by which populations may e
xploit environmental heterogeneity to ensure persistence in environmen
ts subject to physical disturbance. Examples are provided for stream s
ystems subject to high flow disturbances. Genotypic heterogeneity, enc
ompassing morphological and physiological adaptations, operates at evo
lutionary and biogeographic scales, and ultimately constrains mechanis
ms at smaller scales. On ecological scales, organisms may exploit temp
oral or spatial heterogeneity, or both, to maintain population sizes l
arger than possible by morphological adaptations alone. For 2 classes
of mechanism operating at large scales (>1 generation and >1 habitat p
atch), individuals do not survive disturbances and population persiste
nce depends on recruitment from external sources. Where generations ov
erlap and populations exploit temporal refugia in complex life cycles,
dispersal occurs between habitat patches of different types. Alternat
ively dispersal occurs between habitat patches of similar type. For 2
other classes of mechanism, operating at smaller scales (<1 generation
and less than or equal to 1 habitat patch), individuals survive distu
rbances by moving between microhabitat patches of different types, or
by changes in habitude which reduce the negative effects of disturbanc
e. A simple mathematical model is used to explore the efficacy of 4 me
chanisms of refugium use operating through microhabitat heterogeneity
within a single habitat patch. Simulations of population changes over
a series of disturbance events showed that each of 4 mechanisms could
maintain a viable population under certain conditions. Total refugium
area and proportion of the population lost at each disturbance event h
ad a strong effect on final population size for all mechanisms. Doubli
ng disturbance frequency had little effect on final population size if
movements of individuals into refugia were facilitated by small acces
sible refugium patches, or if individuals remained in refugia during b
enign inter-disturbance periods. Empirical evidence supports the effic
acy of these mechanisms: organisms with short life cycles and, perhaps
, poor mobility may be lost from erosive patches but persist in refugi
a; macroinvertebrates may accumulate in refugia during disturbance eve
nts and redistribute throughout the stream after the disturbance. More
empirical data on the spatial attributes of refugium patches and the
mobility of stream organisms are required to test and to add realism t
o these models.