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Plant establishment is a challenge in semiarid environments due to intense and frequent drought periods. The presence of neighboring trees (nurses) can increase the establishment of seedlings (targets) by improving resource availability and microclimate. The nurse effect, however, might vary depending on nurse‐target species combinations but factors that predict this specificity are poorly known. We used a multispecies experiment to investigate the facilitation potential of trees from a range of successional stages, focusing on how nurse functional traits can predict species‐specific interaction outcomes. We conducted a factorial field experiment in a Brazilian semiarid tropical forest during a severe drought period. Sixty pairs of interacting tree species, 20 potential nurses, and three targets were used. Seedlings of all targets were planted both under and far from the nurse canopy, in a randomized block design replicated five times. Target growth and survival were monitored for 275 days from the beginning of the dry season, and interaction outcomes were calculated using the Relative Interaction Intensity (RII) index. Nurse functional traits such as successional stage, height, wood density, and canopy diameter were used as explanatory variables to predict RII values. The average effect of nurse species on target plants was in general positive, that is, seedling survival and growth increased under the nurse canopy. However, for growth pairwise interactions were significantly species specific. Successional stage was the only functional trait explaining RII values, with pioneer tree species being stronger facilitators than later successional trees. However, the explanation power of this variable was low, and positive, negative, or neutral interactions were found among nurse trees of all successional stages. Because seedling mortality during drought in semiarid systems is high, future studies should investigate how nurse traits related to water use could influence nurse facilitation skills. Community level experiment on nurse tree potential shows species‐specific relations. Successional stage partially explains nurse facilitation capability. However, seedlings in this semiarid system experienced high mortality regardless of positive tree neighbor effects.
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Ecology a nd Evolution . 201 8 ;1–1 2 .    
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 1
www.ecolevol.org
Received:29Januar y2017 
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  Revised:3 0January2018 
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  Accepted:9February2018
DOI:10.1002/ece3.3962
ORIGINAL RESEARCH
The role of nurse successional stages on species- specific
facilitation in drylands: Nurse traits and facilitation skills
Marina Fagundes1| Wolfgang Weisser2| Gislene Ganade1
Thisisanop enaccessarticleundert hetermsoft heCreat iveCommonsAttr ibutionLicense ,whichpe rmitsuse,dist ributionandreproductioninanymedium,
provide dtheoriginalworkisproper lycited.
©2018TheAuthors.Ecology an d Evolutionpu blishedbyJohnWiley&SonsLtd.
1RestorationEcologyResearchGroup,
Depar tmentofEcology,UniversidadeFeder al
doRioGrandedoNorte,Natal,RN ,Brazil
2TerrestrialEcolog yResearchGroup,
Depar tmentofEcologyandEcosystem
Managem ent,SchoolofLifeScience s
Weihenstephan,TechnicalUniversit yof
Munich,Freising,Germany
Correspondence
WolfgangWeisser,TerrestrialEcology
ResearchGroup,D epartmentofEcosystem
Managem ent,SchooloflifeSciences
Weihenstephan,TechnicalUniversit yof
Munich,Germany.
Email:wolfgang.weisser@tum.de
Funding information
BrazilianNationalResea rchCouncil
(CNPq);PV Egrant,Grant/AwardNumber:
400672/2018-7;CNPqgrant,Grant/
AwardNumber:30 8701/2013-5;Brazilian
CoordinationforPersonalImprovement
(CAPES);GermanAcademicResearch
Council,Grant /AwardNumber:54 417975.
Thisworkw assupportedbytheGerman
ResearchFoundat ion(DFG)andthe
TechnicalUniversityofMunichwithinthe
fundingprogrammeOpenAccessPublishing
Abstract
Plantestablishmentis achallengeinsemiaridenvironmentsdue tointenseandfre-
quentdroughtperiods.Thepresenceofneighboringtrees(nurses)canincreasethe
establishmentofseedlings(targets)byimprovingresourceavailabilityandmicrocli-
mate.Thenurseeffect,however,mightvarydependingonnurse-targetspeciescom-
binations but factors that predict this specificity are poorly known. We used a
multispeciesexperimenttoinvestigatethefacilitationpotentialoftreesfromarange
ofsuccessionalstages,focusing onhownursefunctionaltraitscanpredictspecies-
specific interaction outcomes. We conducted a factorial field experiment in a
Braziliansemiaridtropicalforestduringaseveredroughtperiod.Sixtypairsofinter-
actingtreespecies,20potentialnurses,andthreetargetswereused.Seedlingsofall
target s were planted both und er and far from the n urse canopy, in a random ized
block designreplicated five times. Target growth and survivalwere monitored for
275daysfromthebeginningofthedryseason,andinteractionoutcomeswerecal-
culated using th e Relative Interact ion Intensity (RII) ind ex. Nurse func tional traits
suchassuccessionalstage,height,wooddensity,andcanopydiameterwereusedas
explanatoryvariablestopredict RII values. The averageeffect of nursespecies on
targetplantswasingeneralpositive,thatis,seedlingsurvivalandgrowthincreased
underthenursecanopy.However,forgrowthpairwiseinteractionsweresignificantly
speciesspecific.SuccessionalstagewastheonlyfunctionaltraitexplainingRII val-
ues, with pioneer tree species being stronger facilitators than later successional
trees.However,theexplanationpowerofthisvariablewaslow,andpositive,nega-
tive,orneutralinteractionswerefoundamongnursetreesofallsuccessionalstages.
Becauseseedlingmortalityduringdroughtinsemiaridsystemsishigh,futurestudies
shouldinvestigatehownursetraitsrelatedtowaterusecouldinfluencenursefacili-
tationskills.
KEYWORDS
Caatinga,competition,degradedland,drought,pairwiseinteractions,positiveinteractions,
successionalstage,survival
2 
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   FAGUNDE S Et Al.
1 | INTRODUCTION
Facilitat ion is an impor tant process t hat allows plant sp ecies to
resist severe climatic conditions (Bagousse-Pinguet etal., 2014;
Cavieresetal.,2014).Facilitationoccurswhenone plant species,
referre d to as a “nurse,” improve s the surv ival or growt h of an-
other “target”species,byexpanding its realized niche(Soliveres
etal., 2011), by amelioratingabiotic conditions(Jankju,2013)or
improvingresourceavailabilit y(Zou,Barnes,Archer,&McMur try,
2005).Nursespeciesper formimportantrolesinstructuringplant
communitiesataglobalscale(McIntire&Fajardo,2014;Soliveres
&Maestre,2014),andtheireffectsareoftenreportedinsemiarid
lands (Soliveres & Maestre, 2014).Indry lands,airtemperatures
andevapotranspirationfromtargetspeciesarelowerunderneath
the nurs e canopy (Ja nkju, 2013). Nurs e plants c an also allevia te
waterlimitationforthewholeplantcommunitybyperforminghy-
draulic l ift (Dawson, 1993; Pug naire, Armas , Valladares, & Le ps,
2003).
Nurseeffect s,however,mightvar yfrompositivetonegativede -
pending onthetarget species thatestablishes undernurse crown,
and this pr ocess is referred as a sp ecies-spe cific interact ion out-
come (Call away,1998; C allaway & Walker, 1997). Species-specific
interaction outcomeshavebeen found to occurina widerangeof
ecosys tems (Landero & Valien te-Banuet , 2010; Paterno, Siqu eira,
&Ganade, 2016;Poulos, Rayburn, &Schupp, 2014)andhavebeen
pointed out as a strongfactor modulatingseedling regenerationin
plant comm unities (Patern o etal., 2016). However, predicti ng the
outcome of nurse-targetinteractions canbe difficult,especially in
highdiversit yecosystemswheremultiplepairsofnurseandtarget
species areabletointeract.Nurseplantsmayalsohavepositiveef-
fectson target survival butnegativeor neutral effectson growth
(Gómez-Aparicio,2009;Paternoetal.,2016),makingtheinteraction
predictionsevenmorecomplex.Therefore,thereisanurgent need
toidentifythenursetraitsthatinfluencetargetperformance.These
factorshave rarelybeeninvestigatedbecause manipulativeexperi-
mentsconnectingmultiplespeciesarescarce.
Some authors have pointed out that nurse-target interaction
outcomes could be predicted based on nurse species’ ecological
strategies(Schöb,Armas,Guler,Prieto,&Pugnaire,2013;Soliveres,
Smit,&Maestre,2015).Forexample,pioneernursesinsemiaridsys-
temsmighthavea higher tolerancetoenvironmentalstressessuch
aslightintensityanddrought(Kitao,Lei,Koike,Tobita,&Maruyama,
2000),whichcouldaffectconditionsandresourcesprovidedtotheir
neighbors(Diaz&Cabido,20 01).Pioneernursesinanaridenviron-
mentcoulddepleteresourcesslowerthanlate-successionalnurses
by having st ress-tol erant featur es such as high woo d density, and
smallsize,whichwouldallowthemtoestablishinharshordegraded
areas(Grime,1977).Ontheotherhand,pioneernursescoulddeplete
resourcesfasterthanlate-successionalnursesbyexhibitingfeatures
related to highrelative growth ratesuch as low wood density and
large size, wh ich would gua rantee rapi d colonizati on in open gap s
(Kazakou,Vile, Shipley,Gallet, & Garnier, 2006).Therefore,nurses
from different successional stages could have different effects
on the sam e target speci es, a process th at could partia lly explain
species-specificinteractionoutcomes.
Theaimsof this studywere asfollows: (1)Totestthe extentto
which facilitation by nurse species occurs in a Brazilian semiarid
system usingamultispecies experiment.(2)To test whether nurse
successionalstage andmorphological traits canpredict facilitation
andspecies-specific interactionoutcome. Weexpectedfacilitation
to be frequ ent, althou gh other intera ction outcome s might occur.
Wealso expected that nurse successional stageand morphological
traitswould explain facilitation skills because to establish inharsh
semiari d areas, pionee r nurses might h ave evolved stress-toler ant
featuresthatreducetheirratesofresourceuptakeandconsequently
decreasetheircompetitiveability(Grime,1977).
2 | MATERIALS AND METHODS
2.1 | Study area
ThisstudywasconductedintheCaatingasemiaridtropicalforestof
Brazil.Thevegetationischaracterizedbystrongseasonalitywithan
average precipitation around700mm/year,restrictedto 4months
of rainy seas on, from Febr uary until J une when rain i s usually er-
ratic.Themeantemperatureis29°C,andsoiltemperaturecanreach
60°Cduringthedryseason( Velloso,Sampaio,&Pareyn,2002).Our
study sitewasa degradedareaonceusedforselective loggingand
cattlefarming.Landuseendedin1950,afterwhichforestrecovery
wasallowedtotakeplace.Foreststructurecomprisespioneer,early
and late-successional stage treesatthe same sitedue to selective
logging.Theexperimentalsiteisnowpartofthe“NationalForestof
Açu”protectedarea(FlorestaNacionaldeAçu,FLONA ,ICMBio,RN)
inNortheastBrazil(05°35′02,1″S–36°56′41,9″W).
2.2 | Species interaction experiment
Totesttheeffectofnurseontargetspecies,weconductedamulti-
speciesexperimentusing20nativenursetreespeciesandthreena-
tivetargettreespecies.Arangeofsuccessionalstrategieswasused
toselect nurse species. The strategies followeddefinition byMaia
(2012)andvariedfrompioneer(treesthatarethe firsttoestablish
inopen degraded areas), early-successional(trees thatestablish in
open degr aded areas ju st after pione er species have e stablishe d),
andlate-successionaltreespecies(treesthatrarelyestablishinopen
degradedareas).Alltreespecieswerecommonlypresentatthesite
(Table1).
We chose nurs e individua ls spread in a ra dius of 1km around
FLONA de Açu’s hea d office with dis tance betwe en nurses var y-
ingfrom2.5to1,200m.Selectionofnursetreeswasbasedonthe
following criteria:(1)tree trunklargerthan 10cmcircumferenceat
breastheightand;(2)isolatedindividualstoavoidneighborinterfer-
ence.Nursespeciesheightandcanopydiameterweresimilaramong
speciesfromdifferentsuccessionalstages,butsomevariationwithin
successional stages was allowed (Table1). Three target species,
Poincianella pyramidalis (Tul.) L.P Queiroz, Anadenanthera colubrina
    
|
 3
FAGUNDES E t Al.
(Vell.)Brenan,andMyracrodruon urundeuvaAllemão,wereselected.
Targetselectionwas based onthefollowingcriteria: (1) all species
werenativeandwidespreadintheCaatingavegetation;(2)theyem-
bracedistinctsuccessionalstages;(3)theyoccurrednaturallyinthe
study area;and(4)theywere availableincommercialgreenhouses
insufficient numberstoconduct theexperiment.Targetindividuals
were6monthsoldandwere,onaverage,20cm±0.5tallatthestart
ofthe experiment. Speciesin Caatingahaveevolvedtohaveahigh
growthrate,becauseoftheshortrainyseason.Thus,itisrealisticfor
youngplantstoreach20cmheightduringtherainyseason.
“Nurse” and “No nurse”treatment swerearranged in ablock con-
sisting of o ne nurse plant indi vidual and six ta rget plants, wit h one
individualtarget species in each treatment (Appendix1).Blocks were
replicatedfivetimesforeachof the20nursespecies,resultingin100
nursetreesintotal(100blocks)and600targetindividuals.Oncenurse
treeindividualswerechosen,a2m×2mplotwasmarkedaroundeach
nursetree.Allvegetationpresent,commonlyherbaceousspecies,was
weededbeforetargetplanting.Thesameweedingtreatmentwasper-
formed ina2m×2m“nonurse”treatmentplotthatwas locatedat a
distanceof2.5mfromthenurseplotandwasfreefromanyotherplant
canopy inf luence. Target saplings were placed a pproximately 40cm 
fromthetrunkofeachnurseplantindividual.Wecountedthenumber
ofleavesoftarget seedlings beforeplanting. Immediatelyafterplant-
ing,eachtargetreceived 2Lof water.Therewasnofurtherirrigation,
but all targets werevisited twice duringthe firstweek after planting
andnoplantdiedduringthisperiod.
2.3 | Monitoring survival and growth
The experiment began on June 2014, toward the end of the rainy
season. We used the dry season because during the rainy sea-
son, nurseplants effectscan be maskedby highwater availability.
Growthand survival of targetswere recorded once a week in the
first2weeksandthenevery15daysfor85daysuntilAugust2014,
TABLE1 ListofCaatingatreespeciesusedinthenurse-targetinteractionexperimentandtheirsuccessionalstagebasedonMaia(2012).
Mean±1standarderrorofnursetraits:height,canopydiameter,andwooddensityweremeasuredusingthreeindividualsofeachnurse
species
Family Abbreviation Nurse species Successional stage Height (m)
Canopy
diameter (m) Wood density
Bixaceae C.vit Cochlospermum vitifolium Pioneer 6.66±0.33 4.7±0.19 0.35±0.05
Burseraceae C.lept Commiphora leptophloeos Pioneer 5.0±1.25 4.0 ± 0.81 0.33± 0.02
Combretaceae C.lep Combretum leprosum Pioneer 3.50±0.86 3.2± 0.40 0.75± 0.02
Euphorbiaceae C.bla Croton blanchetianus Pioneer 3.0± 0.28 2.6± 0.29 0.73±0.03
FabaceaeMimosoideae P.mon Pityrocarpa moniliformis Pioneer 6.83± 1.40 5.26±1. 26 0.76±0.03
Fabaceae—Papilionoideae A.cea Amburana cearensis Pioneer 6.9±2.05 8.21 ±1.66 0.60± 0.01
Fabaceae—Mimosoideae M.ten Mimosa tenuiflora Pioneer 5.16±0.60 6.68± 0.14 0.80 ± 0.01
Fabaceae—Mimosoideae P.sti Piptadenia stipulacea Pioneer 6.3±0.60 5.58± 1.40 0.77 ± 0.02
Apocynaceae A.pyr Aspidosperma pyrifolium Early-successional 6.83± 0.92 6.20±1.06 0.69± 0.04
Boraginaceae C.glaz Cordia glazioviana Early-successional 5.56±0.60 2.93± 0.29 0.64± 0.00
Capparaceae C.has Cynophalla hastata Early-successional 3.50± .0.28 3.6±0.62 0 .74 ± 0.01
Erythroxylaceae E.num Erythroxylum nummularia Early-successional 5.16± 0.88 1.82 ±0.73 0.84 ± 0.00
Fabaceae—
Caesalpinoideae
B.che Bauhinia cheilantha Early-successional 4.16±0.66 3.65± 0.92 0.79 ± 0.00
Fabaceae—
Caesalpinoideae
P.gar Poincianella gardneriana Early-successional 4.33±1.16 5.88± 0.94 0. 87 ± 0.02
Fabaceae—Mimosoideae A.col Anadenanthera colubrina Early-successional 5.80± 2.10 6.00±3.00 0.80 ±0.05
Fabaceae—
Caesalpinoideae
L.fer Libidibia ferrea Early-successional 4.53±0.03 7. 65 ± 0.81 0.77 ±0.35
Malvaceae P.mar Pseudobombax marginatum Late-successional 6.00±0.86 3.96±0.85 0.29 ± 0.01
Euphorbiaceae S.mac Sebastiania macrocarpa Late-successional 5.16± 0.88 1.82 ±0.73 0.75± 0.00
Bignoniaceae H.imp Handroanthus impetiginosus Late-successional 5.50±0.50 5.85±0.45 0.83±0.03
Anacardiaceae S.tub Spondias tuberosa Late-successional 7. 6 6± 0.72 16.11± 1 .19 0.57±0.03
Target species
Fabaceae—
Caesalpinoideae
P.pyr Poincianella pyramidalis Pioneer
Fabaceae—Mimosoideae A.col Anadenanthera colubrina Earlysuccessional
Anacardiaceae M. uru Myracrodruon urundeuva Late-successional
4 
|
   FAGUNDE S Et Al.
whenalltargetslosttheirleaves.Targetswerethenmonitoredonce
moreinMarch2015,1monthaf terthestartof thefollowingrainy
season.
Werecordedgrowthby countingthenumber ofleaves flushed
ateachinspection.Thenumberofleaveswasusedinsteadofheight,
becauseheightcanremainunchangedinthissemiaridsystemduring
earlygrowth,whenseedlingsallocatemostoftheirbiomasstoroots.
Leafflushing,ontheotherhand,isstrongly responsive toenviron-
mentalstress.Seedlingsunderstressfulconditionswouldlosetheir
leaves and avo id further fl ushing, but the y can quickly fl ush new
leaves once environmentalconditionsareimproved (Lima & Rodal,
2010).Due to thehigh numberof targetindividuals in the experi-
ment,wedidnotmarkleavestofollowtheirindividualfate.Foreach
survey,weusednumberofleavesproducedinrelationtotheinitial
numberofleavesregisteredatthebeginningoftheexperiment.We
thus cal culated the p ercentage of l eaves gained o r lost relati ve to
thenumber ofleaves that the targethadwhenplanted. Therefore,
themeasureofleavesgainedineachsurveywasusedasaproxyof
growththroughtime,wherebyleaflossindicatesastressresponse,
whereasleafflushing indicates lack of stress. Becausespecies re-
place the ir leaves regular ly,va lues <100 do not repre sent lack of
leaves,but,rather,thattherateofleafrenewalwassmallerthanthe
rateofleafloss.
We also checked f or survival of t arget plants at eac h inspec-
tion. Whenanindividuallost all itsleaves, we tested for mortality
byscratchingthebarkcarefullytocheckwhetheritstissuewasstill
greenorfresh.Thesurvivalresponsevariablerepresentedthenum-
ber of days a given target was abletosurviveafter being planted.
The maxi mum surviv al days were set by th e total durati on of the
experiment,275days.
2.4 | Nurse trait measurements
Wecollectednursetraitsfromthreeindividualsofeachnursespe-
cies.Foreachindividual,weestimatedheightand canopydiameter
and measured wood density. Canopy diameter represented the
average length of two perpendicular axes thatwere placed onthe
treecrown facingnorth and south.We measuredwooddensity by
samplingonebranchfromeachtree,removingitsbarkandapplying
thewaterdisplacementmethodperformedbyPérez-Harguindeguy
etal.(2013).
To calculate the ef fect of a nurs e species on a tar get species
growthandsurvival,wecalculatedthepairwiseRelativeInteraction
Intensity—RII(Armas,Ordiales,&Pugnaire,20 04):
where Bw represents target performance under the nurse, and Bo
representstargetperformanceinthe“nonurse”plot.TheRIIvalues
rangefrom−1to+1;wherebynegative valuesindicate competitive
interactions(negativeeffec tofnurseontarget)andpositivevalues
indicatefacilit ation(positiveeffectofnurseontarget).Forsurvival,
wecalculated one RII-valueforeachof the threetargetspecies,in
eachblock.Forgrowth,thesamecalculationswereperformedsepa-
ratelyforeachmeasurementrecordedthroughtime.
2.5 | Statistical analysis
AllanalyseswereperformedinR(w ww.r-project.org,RCoreTeam,
2015,version3.2.0)followingtheZuur,Ieno,Walker,Saveliev,and
Smith(2009)protocol.Tounderstandthefacilitationeffectofdif-
ferentnursetreespeciesontargetplants,weappliedtwogeneral-
izedlinearmixedmodels(GLMM)oneusing survivalandtheother
usinggrowthastheresponsevariable.TheGLMM usedthe“lmer”
functioninthe“lme4”package(Batesetal.,2014),andtheexplana-
tory va riables wer e nurse spec ies, targ et species , and their inte r-
action. Significance was established by log-likelihood ratio tests
removing eachvariable from the fullmodeltocalculate itsoverall
eff ect.Weuse danormalerro rdistributionforallan alysis(Crawley,
2007).
Tote st whether n urse attr ibutes can pr edict nurs e facilitat ion
effects,weper formedaLinearModel Selection, followingCrawley
(2007). T he variables g rowth and sur vival were used a s response
variablesandnursesuccessionalstage,height,canopydiameter,and
wood densit yasexplanatory variables. For grow th, repeated mea-
surement sovertimewereincludedasarandomfactornestedwithin
blockstocorrectfortemporalpseudo-replication.Forsurvival,there
werenorepeatedmeasurementsovertime,andonlyblockwascon-
sideredarandomfactor.
3 | RESULTS
3.1 | Facilitation effect of nurses on targets
As expected, facilitation was common in the Caatinga semiarid
tropicalforest.Forsurvival,18nursesshowedpositiveaverageef-
fects,thatis,facilitation,andtwonursesshowednegativeaverage
effects,thatis,competition(Figure1a).Theaverageincreaseinsur-
vivalacross all nurse plantswas8daysfor the targetA. colubrina,
7daysforthetargetM. urundeuvaand18daysforthetargetP. py-
ramidallis,thatis,2.9%,2.6%,and6.5%,respectively(Appendix2).
Whenonlypositivenurse-targetinteractionswereconsidered(i.e.,
wherethepresenceof a nurse increased averagetargetsurvival
across the five replicates), the average increase in survival was
35days(12%)forA. colubrina,20days(7.2%)forM. urundeuva, and
36days (13%) for P. pyramidallis. It is imp ortant to hig hlight that
despite the positiveef fect ofnurseson targets, few targetplants
survived throughout thedry season. After 275days, only18tar-
get individuals survived under nurse canopies and eightwithout
anurse.
Forgrowth,theaveragenurseeffect(averageRIIacrossalltarget
species and replicates) waspositive in 14of 20nurse species.One
nurseshowed,onaverage,aneutraleffect(RII=0),andfivenurses
had,onaverage, anegativeeffect on targetgrowth (Figure1b).All
targetspecieswereabletoflushnewleavesinboth“nurse”and“no
nurse”treatments(Appendix3).
RII
=
B
w
B
o
B
w
+B
o
,
    
|
 5
FAGUNDES E t Al.
3.2 | Species- specific relationship
Forsurvival, we found no species specificity(Table2).Despite the
factthatfewnursesexertedaconsistentnegativeorpositiveeffect
ontargets,therewasnosignificantinteractionbetweennursesand
targetspecies(χ2=44.804,df=38,p=.207,Figure2a).Onlythree
ofthe20nurses,namelyPityrocarpa moniliformis, Erythroxylum num-
mularia, and Mimosa tenuiflora,facilitatedall targets, and no nurse
hadnegativeeffects(competition)onalltargets.
Withrespecttogrowth,nurse-targetinteractionswerestrongly
speciesspecific(Table2,χ2=144.93,df=38,p=<.001).Fewnurse
speciesexertedaconsistentpositiveornegativeeffectonalltarget
species (Figure2b). Fromthe 20 nurse species, only Handroanthus
impetiginosus exerted positive effects on all target species, and
only Sebastiania macrocarpaexerted negativeeffects onalltarget s
species.Allothernursespeciesexertedbothpositiveandnegative
effects on target species. Moreover, target species also showed
different responseswhen interacting with different nurse species
(Figure2b).
Netnurseeffectalsovariedbetweentargetgrowthandsurvival.
Positiveeffectsonsur vivalbutnegativeeffectsongrow thwere,for
example , found for the n urse S. macrocarpawhenpairedwithtar-
getA. colubrina,andthecombinationsP. moniliformisM. urundeuva,
and Pseudobombax marginatumP. pyramidalis. Positive effects on
growth but negativeeffectsonsurvivalwerefoundforthecombi-
nationsPoincianella gardnerianaA. colubrina and Piptadenia stipula-
ceaM. urundeuva(Figure2).
3.3 | Effects of nurse traits on facilitation skills
Nurse successional stagesignificantly explained RII values for tar-
get growt h (F=3.53, df =2; 2,382, p-val ue=.029, r2=.09), while
the other variables height, canopydiameter, and wood density did
notimprovethemodel. Facilitationoftargetgrowth wasmorefre-
quent and intenseinaverage for nurses from pioneer successional
stages thanfor other successional stages (Figure3).Differences in
effectsizewere,nevertheless,relativelysmall,and therewas con-
siderablevariationinRIIwithinasinglesuccessionalstage(Figure3).
For the target survival model, neither nurse successional stage
FIGURE1 Averageeffec tsof20nursespeciesonthreetarget
speciesgrowth(a)andsurvival(b),measuredusingtheRIIindex.
Negativevaluesindicatecompetitiveinteractions(negativeeffect
ofnurseontarget,i.e.,growthorsurvivalislowerunderthe
nursecanopythanoutsidethenursecanopy)andpositivevalues
indicatefacilitation(positiveeffectofnurseontarget,i.e.,growth
orsurvivalishigherunderthenursecanopythanoutsidethenurse
canopy).Eachbarrepresentstheaverageeffectofonenurse
speciesacrossthreetargetspeciesreplicated15times,errorbars
represent1standarderror.Thecompletenameofallspeciescanbe
foundonTable1.RII,RelativeInteractionIntensity
TABLE2 Tableoflinearmixed-effectmodelsofnurseeffec ton
targetsurvivalandgrowth.Theexperimentconsistsof20Caatinga
nursetreesandthreetargetplantspeciesreplicatedfivetimes.
RelativeInteractionIntensit yindex—RII(Armasetal.,200 4)usedas
responsevariableswascalculatedbasedontargetsurvival(number
ofsurvivaldays)andtargetgrowth(proportionofleavesgained
throughtime).Theexplanatoryvariables(fixedfactors)arenurse
species,targetspecies,andtheirinteractions.Forgrowth
measurements,timewasnestedinplotasarandomfactor
Log- likelihood χ2df p Value
Survival
Completemodel −16. 9195
Nurse×target −5.4827 44.804 38 .2079
Nurseef fect −1 0.185 54.21 57 .5804
Targeteffect −6.6636 4 7.1 6 6 40 .2029
Growth
Completemodel −1, 574. 5
Nurse×target −1 , 6 47. 0 14 4.93 38 <.0 01
Nurseef fect −1 , 67 2 .9 196.84 57 <.0 01
Targeteffect −1, 6 5 4.2 1 59. 2 8 40 <.0 01
RII,RelativeInteractionIntensity.
6 
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   FAGUNDE S Et Al.
(F=0.162, df =2; 263, p-value=.928), nurse height (F=0.892,
df =1;263,p-value=.269),canopy diameter(F=0.362, df =1; 263,
p-va lue=.547), and woo d density had ( F=0.0002 , df =1; 263, p-
value=.964) a sign ificant effe ct on RII values . Additionally, the re
was no match between nurse successional stage and target suc-
cessionalstageexplainingRII values,sonursespecies were able to
bothfacilitateandcompetewithtargetsfromallsuccessionalstages
(Figure2).
4 | DISCUSSION
An impor tant novelt y of this work is that n urse tree suc cessional
stages can par tially explainfacilitationskillsinthistropicaldryfor-
est,wherenursepioneertreespresentedastrongestpositiveeffect
ontargetsthanlate-successionalspecies.Nursesuccessionalstage,
therefore,could partiallyexplainspecies-specific interactions. Our
resultsalsocorroborate threeprocessthatarefrequentlyreported
intheliterature:(1)Facilitationisawidespreadprocessinharshen-
vironme nts (Flores & J urado, 20 03; He, Ber tness, & Alt ieri, 2013;
Soliveres&Maestre,2014);(2)Species-specificinteractionoutcomes
arecommonforsemiaridbiomes(Landero&Valiente-Banuet,2010;
Paternoetal.,2016;Wright,Schnit zer,&Reich,2014);and(3)Nurse
positiveeffectsarestrongeronsurvivalthangrowth,ageneralpat-
ternfoundindifferentecosystemtypes(Bertoncello,Oliveira,Hool,
&Martini,2016;Ganade&Brown,20 02;Gómez-Aparicio,20 09).
4.1 | Pioneers nurse effect
The reason why successional stages could partially explain tree
facilit ation skills m ight be related to t he fact that p ioneer spec ies
have evolved s tress-tol erance chara cteristi cs to estab lish in harsh
arid ecosystems (Grime, 1977). In this case,pioneerspecies would
deplete resources slower,makingsoilmoistureavailable for longer
periods, which would benefit target species establishing under
their crow ns. However, there was n o evidence that n urse specie s
had speci fic charac teristi cs of stress-toler ant species su ch as high
wooddensity,low height,andsmall crown size. Additionally,these
traitsdidnotdif ferbetweensuccessionalstagesnordidtheyinflu-
ence faci litation. Even a key n urse trai t such as crown size, w hich
creates the microclimateameliorationfor targetspecies was of lit-
tle impor tance forpredicting facilitation (Soliveres, 2014; Zhang&
Zhao, 2014).Althoughcommon morpho-functionalplant traits can
be used to in dicate compet itive and stre ss-tolera nce strategie s in
semiaridlands(Graff&Aguiar,2017), they might notbeenough to
elucidatethefullcomplexityofnursefacilitationmechanismsindry
forest s. Future stud ies should conte mplate how physio logical and
morpho logical tr aits stro ngly related to w ater use such as ro oting
architecture or specific leafarea could influence nurse facilitation,
species-specificinteractions.
Thisworkshowsthatnursesuccessionalstagecouldplayarole
in complex species-specific interaction outcomes, which are fre-
quentlyunpredictable(Anthelme,Meneses,Valero,Pozo,&Dangles,
FIGURE2 Effectof20nursespecies
ongrowthofthethreedifferenttarget
speciescalculatedusingtheRelative
InteractionIndex(RII).Nursesofall
successionalstagescanaffectpositively
ornegativelytargetplants.Growth
ismeasuredaspercentageofleaves
producedduringtheexperiment.Bars
representtheaveragenurseeffecton
performanceofeachtarget,toSurvival
(a)andGrowth(b)varyingfrom−1
(competition)to1(facilitation)foreach
nurse-targetcombination.Errorbars
represent±1standarderror.Thecomplete
nameofallspeciescanbefoundon
Table1
    
|
 7
FAGUNDES E t Al.
2017).Thismightbeduetodifferencesinthewaynursesfromdis-
tinct su ccessional stag es alter conditions a nd available reso urces
for the same target species (Diaz & Cabido, 2001). Interaction
outcomes might also depend on how nurse strategies combine
with different target needs (Holmgren, Gomez-Aparicio, Quero, &
Vallarades, 2012; Paterno etal., 2016;Woods&Miriti,2016).For
example,targetsthataremo repronetowaterstressaremorelikely
to be facil itated by nurs es that mainta in water in the sy stem, for
example,by per forminghydraulic lift or presenting high water use
effic iency. In our work, t here was no pre dictable m atch between
nurse and targetsuccessional stages.Additionally,theexplanator y
power of the modelwas not strong, and alterations to interaction
outcomes werefoundforallnurse successional stages. Therefore,
the role of nursesuccessionalstage on nurse performanceshould
beconsideredwithcaution.Targetandnursemorpho-physiological
traitsthattogetherpredicttheoutcomeofaparticularinteraction
matchshouldbeinvestigatedinthefuturetorefineinteractionout-
comepredictions.
4.2 | Tropical dry forest dynamics
OurresultsemphasizethattheBrazilianCaatingaisaharshenvi-
ronm e n t w h e r e d r o u ghtis a s t r o n g f orces h a p i n g p l a n trecruitment .
Despitegenerallypositivenurseeffects onsurvival(Bertoncello
etal.,2016;Heetal.,2013),drought wasstillthestrongestforce
limitingregeneration(Jankju,2013).Itisimportanttounderstand
that wet sea sons can be ver y erratic in C aatinga, a nd seedling s
haveto reach acertainrootsize, andaminimumamountofstor-
agetobeabletokeepthemselvesalive throughdr yperiodsuntil
thenextrainarrives.Therefore,anyprocessthatpromoteshigher
probabilityofsurvivalandgrowthshouldinfluencetheseedlings’
chance to pe rsist until wa ter becomes ava ilable. Our re sults re-
inforcetheimportanceofnursespeciesina biome intenselylim-
itedbywatersupplyinwhichtheunpredictabilityofrainstrongly
influences seedling recruitment (Holmgren & Scheffer, 2001).
Futureunders tandingofthemechanismst hatdefineagoodnurse
intropicalsemiaridlandsmightrevealkeyfactorstocombatland
degradationanddesertificationandimproveprogramsofrestora-
tionandlandmanagement.
ACKNOWLEDGMENTS
We are thankful to the Brazilian National Research Council
(CNPq) for fi nancial suppor t to conduct the f ield work, provi d-
ing W.W.W. with a PVE grant (400672/2018-7) and providing
G.G.withaPQgrant(308701/2013-5).Wearethankfultothe
BrazilianCo ordin ationforPer sonalImprovem ent(CAPES)forpro -
vidingscholarshiptoM.F.Further supportofW.W.W.(54417975
oftheGerman AcademicResearch Council(DAAD) was given by
theTUMBRA, “anet workforusingecologicalanalysis todeepen
our understanding of the relationship between biodiversity and
sustainablelanduse.”
CONFLICT OF INTEREST
Nonedeclared.
AUTHOR CONTRIBUTIONS
AuthorFM,GG,andWWconceivedtheideasledthewritingofthe
manuscript;FMand GGdesignedmethodology,collected thedata,
andanalyzed thedata;GGfundedfieldwork;W Wfundedinterna-
tionalexchangetrips.Allauthorscontributedcritically tothe drafts
andgavefinalapprovalforpublication.
DATA ACCESSIBILITY
Species-specificinteractionsvalues:availablethroughDryad(http://
datadr yad.org/)afteracceptanceofthemanuscript.
FIGURE3 Averageeffec tofnursespeciesontargetgrowth
calculatedusingRIIforeachsuccessionalstage.Allsuccessional
stagespresentspecies-specificinteractionsandpotentialto
facilitation.Pioneernursespresentinaveragehigherfacilitative
effects.Errorbarsrepresent±1standarderror.Thecomplete
nameofallspeciescanbefoundonfoundonTable1.RII,Relative
InteractionIntensity
8 
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   FAGUNDE S Et Al.
ORCID
Marina Fagundes http://orcid.org/0000-0002-9358-9488
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 9
FAGUNDES E t Al.
APPENDIX 1
Scheme of nurse- target interaction experiment
Illustrationofnurse-targetinteractionexperiment.Eachblockconsistsoftwoplotslocatedaround andfarfromanurseplant.Nursetreat-
mentplot(a),consisting ofonesapling ofeachtarget speciesplantedbelow the nursecanopy.Controltreatmentplot(b) consistingofone
saplingofeachtargetspeciesplanted2.5mfarfromanycanopyinfluence.Theexperimentconsistedof20nursetreespeciesreplicatedfive
times,andthreetargettreespecies,withatotalof100blocks.
Soliveres,S.,&Maestre,F.T.(2014).Plant-plantinteractions,environmen-
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16,154–163.https://doi.org/10.1016/j.ppees.2014.04.001
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Woods, N., & Miriti, M. (2016). Ubiquitous germination among com-
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org/10.1016/j.jaridenv.2015.07.012
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40 3–413.
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How to cite this article:FagundesM,WeisserW,GanadeG .
Theroleofnursesuccessionalstagesonspecies-specific
facilitationindr ylands:Nursetraitsandfacilitationskills.Ecol
Evol. 2018;00:1–12. https://doi.org/10.1002/ece3.3962
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APPENDIX 2
Average number of survival days for each targets species under the nurse and far from nurse
Meannumberofsur vival daysforeachtargetspeciesunder nurse (light bars)andnonurse(darkbars)treatments. Error bars representthe
standarddeviation.Eachnurse-targetinteractionwasreplicatedfivetimes.
    
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 11
FAGUNDES E t Al.
APPENDIX 3
Percentage of leaves gained/lost during the time of experiment of all targets under and far from nurse
Percentageofleavesgained/lostduringthetimeofexperimentofalltargetsunderandfarfromnurse.Targetsgrowthmeasuredasapercent-
ageofleavesgained/lostthroughtime.A. columbrina(pink),M. urundeva(green),andP. pyramidalis(blue).Solidlinesrepresenttargetperfor-
manceunderthenurse,anddashedlinesrepresenttargetperformancefarfromnurse.
12 
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APPENDIX3 :   Continued.
... Facilitation is an important determinant of the structure of local communities, particularly in regions with severe climates, such as arid and semiarid regions (Cavieres et al. 2016, Fagundes et al. 2022). In the facilitation process, plant species generally called 'nurse plants' alter the conditions and/or the availability of resources in their neighbourhood, which can enhance the establishment, growth, and survival of co-occurring plant species, raising local diversity as a result (Paterno et al. 2016, Fagundes et al. 2018). This process can impact the species diversity of higher trophic levels since, with increased plant establishment success, local conditions are altered, such as microclimate, resource availability and soil conditions, which may consequently favour a larger set of species to meet their resource demands (Arnan et al. 2006, Meloni andMartinez 2021). ...
... The BrazilDry experiment follows a random partition design ( Fig. 1; Bell et al. 2009) with two main treatments: 1) tree richness, with 1, 2, 4, 8, 16 species, and controls with no added species, and 2) facilitation intensity, calculated as the weighted mean of the facilitation potential measured experimentally for each tree species in the community (Fagundes et al. 2018). Besides, in this study, we considered an additional continuous treatment 3) the density of trees bearing extrafloral nectaries in the plot (varying from 0 to 32 trees per plot). ...
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The global loss of plant diversity is expected to have reverberating effects on other trophic levels, affecting the structure and functioning of ecosystems. To understand such effects, biodiversity-ecosystem function (BEF) experiments that manipulate tree diversity have been established around the world. In a BEF experiment carried out since 2016 in a seasonally dry tropical forest, we examined the effects of tree diversity, facilitation and density of trees with extrafloral nectaries on the abundance, richness, functional diversity and phylogenetic diversity of ground ants. Also, we used artificial seeds to test seed dispersal efficiency of ants within the experiment. Generalized linear mixed models (GLMM) showed that tree richness positively affects ant abundance , richness, functional diversity and phylogenetic diversity. Also, tree richness had a strong positive effect on the proportion of dispersed seeds, as well as their dispersal distance. Contrary to our expectations, facilitation and the number of trees with extra-floral nectaries did not affect ground ants and their functions. Our results indicate that the global impoverishment of tree communities can affect several dimensions of ant diversity and their ecosystem functions, including forest regeneration processes.
... The intensity of the facilitation effect can vary between species with different functional traits in tropical drylands (Fagundes et al., 2018;Graff & Aguiar, 2017;Paterno et al., 2016). Knowledge of which plant traits would represent key drivers of facilitation could be useful in defining sets of plant species that, when together, enhance restoration performance. ...
... This early effect, however, is not commonly explored, since studies usually focus on the facilitative effects of larger/older plant species on smaller/younger ones (Fagundes et al., 2018;Fedriani et al., 2019;Gómez-Aparicio et al., 2004;Paterno et al., 2016). Studies on the influence of adult trees on seedlings are more common because older plants are expected to cause more drastic effects on the environment than younger individual plants (Navarro-Cano et al., 2015). ...
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Restoration programmes that promote the functioning of restored ecosystems are in urgent demand. Although several biodiversity and ecosystem functioning (BEF) experiments have demonstrated the importance of functional complementarity in enhancing plant community performance, no biodiversity experiment has yet manipulated facilitation to test its contribution to how the complementarity effect (CE) modulates community performance. We built a restoration experiment manipulating diversity and facilitation potential in a tropical semi‐arid forest. We planted 4704 seedlings of 16 native tree species to assemble 147 experimental communities with 45 different compositions comprising 1, 2, 4, 8 or 16 species. Facilitation potential was included in the experimental design by creating a gradient of communities from low to high facilitation potential (based on prior research). We measured functional dispersion and functional identity using species above‐ and below‐ground traits to investigate how they modulate the effects of species diversity and facilitation potential on leaf biomass production, using the additive partition biodiversity effects CE and selection effect (SE). The joint influence of diversity and facilitation potential was tested separately for leaf biomass production and net biodiversity effect using linear mixed models (LMMs). We subsequently ran LMMs including functional dispersion and functional identity. We hypothesised that facilitation potential would increase community productivity and functioning and that functional dispersion and functional identity related to above‐ and below‐ground traits would explain facilitation performance. Facilitation potential positively influenced leaf biomass production as predicted, but unexpectedly, neither of the functional traits were important for modulating the facilitation process. Positive values for CE showed that plants performed better in mixtures in comparison to monocultures. SE negative values, showed that species with below average performance in monocultures, performed better in mixtures. Unexpectedly, CE did not increase as species diversity or facilitation potential increased. The SE was influenced negatively by facilitation potential leading to a more equal distribution of biomass production between species in mixtures. Synthesis. Facilitation improves biomass production in restored communities and increases biomass equitability among plant species and thus ecosystem reliability. To improve restoration success, plant communities should be built using a combination of facilitative species.
... Some have reported a positive effect, i.e., plant establishment, and/or growth, and/or species richness being higher under the woody plant canopy than in adjacent open grassland [e.g. [1][2][3][4][5][6][7][8][9][10][11]. Others have reported inconsistent or negative results, with is less establishment/growth/species richness [e.g. ...
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Aims: Woody plants are postulated to facilitate understory herbaceous plants in arid and semi-arid environments worldwide, the so-called 'nurse plant' effect, but this mechanism. has been little studied in the drylands of New Zealand. Indigenous dryland plants postulated to have grown under woody shrubs in New Zealand before European settlement may benefit from their recovery, or even their replacement by exotic substitutes. The aim of this study was to investigate woody pant facilitation of understory herbaceous plants in dryland New Zealand. Study Design: In this study I investigated the effects of canopies of four shrub species-Kunzea serotina, Discaria toumatou, Rosa rubiginosa and Coprosma propinqua-on herbaceous plant species richness, in the presence and absence of rabbit grazing (for K. serotina). Results: Herbaceous plant species richness was lower under canopies of K. serotina, possibly because the dense canopy shaded the understorey plants. It was higher under C. propinqua, D. toumatou and R. rubiginosa canopies than in their adjacent open grasslands, but for all three species this effect was seen only in winter. Woody plant canopy protection of understorey herbaceous plants against winter frost may explain the effects. Grazing significantly decreased herbaceous plant species richness. Since D. toumatou, R. rubiginosa and C. propinqua showed facilitative effects on herbaceous plant species richness they are possible agents for the restoration of dryland vegetation. 2 Conclusion: I conclude that control of grazing and the protection of these three woody species could be a good management strategy for the maintenance of a predominantly indigenous dryland mixed herbaceous and woody vegetation in Central Otago.
... Provided that the engineering species resists to the full environmental range, facilitation may reshape classic disturbance versus diversity relationships (Connell 1978) by shifting diversity maxima to more disturbed, or stressful, conditions (Stachowicz 2001, Bruno et al. 2003. Facilitation potential, in the sense of Fagundes et al. (2018), will be proportional to the difference in the supply of resources and conditions between the facilitated (i.e. engineered) and the non-facilitated (i.e. ...
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Species that form complex biogenic structures may increase niche space for many others and are assumed to be paramount for whole‐assemblage stability and ecosystem functioning. Because they often ameliorate physical conditions, ecosystem engineering species are also predicted to become more important with environmental stress. Testing this hypothesis, however, has proven difficult because isolating facilitation effects along the entire stress gradient is challenging. Here we addressed motile invertebrate assemblages associated to the mid‐intertidal chthamalid barnacle cover at four rocky shores, either with (‘facilitated') or without (‘control') a secondary natural cover of small mussels ( Mytilaster solisianus and Brachidontes darwinianus ). Following a factorial balanced design, replicate samples were taken at three tidal heights in all sites, encompassing a clear gradient of thermal stress and desiccation potential along the vertical range of the mussel‐enriched zone. While observations on general abundance were mostly consistent with stress‐independent facilitation, results for richness, diversity and assemblage structure indicated overarching stress‐dependent responses. All these later three response variables steadily declined from the low to the high level in the control barnacle habitat but remained unaltered in the mussel‐facilitated habitat. Increased facilitation higher on the shore is mostly due to retention of stress‐vulnerable groups such as polychaetes, flatworms and large nematodes which virtually collapse in the higher control habitat, further indicating that mechanisms of mussel facilitation involve relief of environmental stress rather than protection from higher‐order consumers. Our results suggest that mussel ecosystem engineering was fully preserved during the summer season when sampling took place. Ongoing research simulating heat waves compatible to climate‐change scenarios will test whether mussel facilitation would hold over the coming decades.
... We conducted a seedling census for each of the 1200 tagged seedlings (12 seedlings per plot × 100 plots). We recorded species as alive if green leaves were present or green stems could be determined by carefully scratching the seedling bark (Fagundes et al. 2018). The seedling census was conducted in early September, two months after the two-week initial establishment period, at the end of the growing season of the first year of this experiment. ...
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... Vol.: (0123456789) (early, mid, and late) were selected based on plant composition (Fagundes et al., 2018). Early successional species are the first to establish in the degraded region and late successional species are rare in the degraded region. ...
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A proposed refinement to the stress-gradient hypothesis (SGH) requires consideration of the strategies of the interacting species and the characteristics of the stress factors. While the strength and direction of these interactions can be predicted for different ecosystems, this idea remains largely untested in the field. We performed a manipulative field experiment complemented with a descriptive study to test the predictions in a natural setting that represents the extreme end of a precipitation gradient. There, wind driven desiccation and water availability are the main stressors (non-resource and resource-based stresses, respectively). We evaluated the interaction between the shrub and grasses that are dominant in the Patagonian steppe. The species had differences in morpho-functional traits and drought tolerance that fit into the C-S axis of Grime's strategies. We experimentally separated root zones to limit direct competition for soil moisture and reduce the resource-based stress on grasses. We also manipulated the distance to shrubs to evaluate non-resource stress amelioration by canopies (e.g. sun and wind) on grasses. Finally, we evaluated the distribution of naturally established C and S grasses in the neighborhood of C and S shrubs to infer process-pattern relationships. Our growth data coincide to a large degree to the predictions. We found positive effects on the growth of beneficiaries when stress was non-resource based and when strategies differed (i.e. Cshrub -Sgrass and Sshrub -Cgrass ). We also found strong negative effects when the abiotic stress was driven by water, particularly on C grasses. Additionally, shrubs only increased the survival of grasses when strategies differed (i.e. Cshrub -Sgrass and Sshrub -Cgrass ). Our manipulative and descriptive study supported previous results that showed that stress-tolerant species are important for the persistence of competitive species at high stress. While the applicability and generality of these predictions remains to be tested with more field experiments, some ecological factors, such as stress types and species traits, can explain much of the variation in how dominant shrubs and grasses interact in this extreme arid environment. Moreover, this framework could be extended to specifically test the importance of facilitation under different levels of stress. This article is protected by copyright. All rights reserved.
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Interspecific interactions are considered to be important structuring forces in early successional vegetation. Whereas competition seems to prevail in less severe environments, facilitation tends to increase in importance in harsh environments. Hence, facilitation is expected to play an important role in degraded tropical areas with high irradiance, heat loads, and evapotranspiration, where conditions are far from optimum for most forest species. We planned a restoration project on the southeastern Brazilian coastal plain to compare growth and survival of tree seedlings planted at two densities (isolated or aggregated) in a factorial experiment with nutrient addition. We monitored survival, height, ground level diameter, and crown projection of 4132 saplings from 19 species that ranged along a successional gradient, over an 18-month period. We used mixed-effect models to analyze the relationship between species performance and treatments, and Akaike's information criterion (AIC) to select the models. The best model showed higher survival in aggregated plantations (indicating facilitation) for non-pioneer (slower growing) species. In contrast, we found lower diameter growth in aggregated plantation (indicating competition). Fertilizer addition did not affect survival in clusters, but, surprisingly, it had a negative effect on isolated plants of both pioneer and non-pioneer species. Fertilizer addition had a positive effect on diameter and crown projection growth in aggregated plantations (reducing competition), especially for pioneer species. Thus, whether facilitation or competition was the predominant interaction depended on the effect analyzed. As establishment of non-pioneer species in disturbed sites can be challenging, restoration designs could take advantage of higher survival rates in clusters and use resource addition to ameliorate growth and decrease competition for limited resources.
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Despite a large consensus on increasing facilitation among plants with increasing stress in alpine regions, a number of different outcomes of interaction have been observed, which impedes the generalisation of the ‘stress-gradient hypothesis’ (SGH). With the aim to reconcile the different viewpoints on the stress-interaction relationship in alpine environments we hypothesized that fine nurse variations within a single life form (cushion) may explain this pattern variability To test this hypothesis, we compared the magnitude of the stress-interaction relationship in a single study area with that observed in existing studies involving cushions, worldwide. We characterized the nurse effects of cushions on the whole plant community at inter-specific, intra-specific and intra-individual levels along a stress gradient in the dry, alpine tropics of Bolivia (4400 m, 4700 m and 4900 m a.s.l). Using a relative index of interaction (RII) we included our data in a meta-analysis on the nurse effects of cushions along alpine gradients, worldwide. At inter-specific level, the loose cushion Pycnophyllum was a better nurse than the compact Azorella compacta. However, at intra-individual level facilitation was higher at the periphery than at the centre of cushions, exceeding in magnitude the variation observed at inter-specific level. This pattern was associated with higher minimum temperature and lower mortality at the periphery of cushions. The net effects of cushions on plant communities became more positive at higher elevation, corroborating the SGH. Within our single site in Bolivia, fine morphological nurse variations captured a similar variability in the stress-interaction relationship as that observed in a subset of studies on cushions on a worldwide scale. This suggests that fine variations in nurse traits, in general those not considered in protocols dealing with facilitation or in restoration/conservation management plans, explain in part the current discrepancies among SGH studies in alpine regions. This article is protected by copyright. All rights reserved.
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Abstract Aims Our main aims are to test how: (1) different nurse species modulate the early establishment of multiple beneficiary species in a degraded area; (2) the intensity and direction of species-specific interactions between nurse and beneficiary species change during beneficiary ontogeny. Location A shrubby Caatinga forest at Petrolina, northeast Brazil, degraded by grazing and logging activities in recent decades. Methods We conducted a factorial multi-species experiment in which seeds and seedlings of five beneficiary species were sown in the presence and absence of three pioneer tree species. Beneficiary species performance was monitored for different ontogenetic stages. Results We found evidence of species-specific facilitation in which the intensity and outcome of the interactions between nurse and beneficiary species varied depending on species identity. Additionally, for most combinations of nurse and beneficiary species, ontogenetic shifts from positive to neutral or negative interactions were observed with increasing beneficiary age. Conclusions We provide experimental evidence that nurse and beneficiary species identity simultaneously influence the balance between facilitation and competition. Our results suggest that ontogenetic shifts may be a widespread phenomenon in semi-arid ecosystems. We discuss that a key mechanism explaining these findings is the match between what nurse species offer and what beneficiary species require in terms of resources and conditions. As a consequence, different nurse species tend to favour or inhibit unique sets of beneficiary species beneath their canopies. We argue that species-specific facilitation is an overlooked mechanism promoting β-diversity during community succession.
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We present results from a study that examines species-specific facilitation of germination in an arid perennial community. This system suffered 64% adult mortality and the local extinction of two common species as a consequence of drought that occurred between 1999 and 2004. Ambrosia dumosa, Larrea tridentata, and Tetracoccus hallii are included as candidate benefactor species based on their high abundance and broad distribution at the study site. Using complementary field and greenhouse experiments, we measured the effects of facilitation, light and nitrogen on germination of four species common to the region, L. tridentata, A. dumosa, Sphaeralcea ambigua and Eriogonum fasciculatum.Our results show that benefactor species do not uniquely influence germination. Species-specific effects among beneficiaries largely explained differences in percent germination in the field, and the interaction between beneficiary species and microhabitat was significant for only one species. E. fasciculatum consistently showed significantly higher germination than more abundant species and showed reduced germination in the interspace. In the greenhouse, germination responses differed at each light level, beneficiaries responding most uniquely at full light. These results refine expectations from previous studies of facilitation at this site by showing that facilitation does not strongly enhance germination.
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The effects of neighbor vegetation during succession were studied in old-field and rain forest sites of central Amazonia. We investigated how plant litter and the availability of soil nutrients (P and K) influenced interactions between neighbor vegetation and colonizing species. We monitored the establishment and growth of seedlings of four tree species, sown in old-field and forest plots in which vegetation, plant litter, and soil P and K were experimentally manipulated. In the old field, removal of vegetation significantly decreased seedling establishment of Oenocarpus bataua, Socrathea exorrhiza, and Aspidosperma discolor (suggesting facilitation in these late successional species) but had no effect on Inga edulis (a mid successional species). In contrast, neighboring vegetation inhibited the growth of all sown species: removal significantly increased biomass. In the forest site, removal of forest vegetation had no effect on establishment but significantly increased seedling mass, suggesting inhibition. Plant litter removal significantly decreased seedling establishment of all species in the old field, and of S. exorrhiza and I. edulis in the forest, suggesting positive effects. A significant interaction between plant litter and vegetation removal for O. bataua and S. exorrhiza in the old field showed that litter may also contribute to facilitation. Seedling mass of the three late-successional species was consistently not enhanced by P and K addition. In I. edulis, however, mass increased 2.5 times after P and K addition when vegetation was removed but did not vary in intact old-field vegetation. Seedling establishment in the old field was significantly higher in S. exorrhiza and A. discolor compared to the forest, while plant biomass in S. exorrhiza, A. discolor, and I. edulis was significantly higher. Neither plant litter nor P and K addition could account for these differences. We conclude that facilitation and competition may operate during the early stages of forest succession in Amazonia, that plant litter contributes to the facilitation process, and that soil P and K do not influence the inhibition process, suggesting that light competition may be important. As succession proceeds, the effects of neighbor vegetation switch from positive to negative.
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Stress gradient hypothesis predicted that facilitative interactions usually increase in intensity and are importance with abiotic stress. By contrast, facilitation may be lost in time, when it involves the growth of benefactors or beneficiaries. Less is known about which response pattern is more common in arid desert. We present an empirical study to explore shrub-annual interactions at the community and individual level along the course of a single growing season in a desert steppe in northwest China. Here the severity of drought stress may increase in time due to uneven precipitation during plant growing season. We assessed growth responses of annuals in understory where two dominant shrubs were removed. Annuals responses showed a switch from weakly positive to more strongly positive beneath Calligonum mongolicum, whereas from positive to negative beneath Nitraria sphaerocarpa during the growing season. Additionally, annual species with contrasting functional traits showed distinct growth responses to canopies removal. There was evidence of an increase in soil moisture below the canopy of shrubs, but a decrease in potential evaporation rate and photosynthetically active radiation, which can partly explain these species-specific responses. We conclude that the balance between competitive and facilitative effects in shrub-annual interactions is not only governed by the severity of stress but also determined by plant traits, such as canopy structure of shrubs and functional traits of their understory annuals.