Eric L. Margenau, Yong Wang, Callie J. Schweitzer, Brandie K. Stringer, Eric L. Margenau, Yong Wang, Callie J. Schweitzer, Brandie K. Stringer. 2018: Responses of early-successional songbirds to a two-stage shelterwood harvest for oak forest regeneration. Avian Research, 9(1): 29. DOI: 10.1186/s40657-018-0120-y
Citation: Eric L. Margenau, Yong Wang, Callie J. Schweitzer, Brandie K. Stringer, Eric L. Margenau, Yong Wang, Callie J. Schweitzer, Brandie K. Stringer. 2018: Responses of early-successional songbirds to a two-stage shelterwood harvest for oak forest regeneration. Avian Research, 9(1): 29. DOI: 10.1186/s40657-018-0120-y

Responses of early-successional songbirds to a two-stage shelterwood harvest for oak forest regeneration

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  • Background 

    The early stage of forest succession following disturbance is characterized by a shift in songbird composition as well as increased avian richness due to increased herbaceous growth in the forest understory. However, regeneration of woody species eventually outcompetes the herbaceous understory, subsequently shifting vegetation communities and decreasing availability of vital foraging and nesting cover for disturbance-dependent birds, ultimately resulting in their displacement. These early stages following forest disturbance, which are declining throughout the eastern United States, are ephemeral in nature and birds depend on such disturbances for nesting and other purposes throughout their lives.

    Methods 

    We investigated the use of a two-stage shelterwood method to manage long-term persistence of seven early successional songbirds over a 13-year period in an upland hardwood forest within the southern end of the mid-Cumberland Plateau in the eastern United States.

    Results 

    Canopy and midstory gaps created after initial harvest were quickly exploited by tree growth and canopy cover returned to these areas, accelerating the displacement of early-successional species. Woody stem densities increased substantially following stage two harvest as advanced tree regeneration combined with the re-opening of the overstory layer increased resource competition for early-successional plants in the understory. Carolina Wren (Thryothorus ludovicianus), Eastern Towhee (Pipilo erythrophthalmus), Indigo Bunting (Passerina cyanea), and Yellow-breasted Chat (Icteria virens) were characterized by immediate increases following initial harvest in 2001; while the American Goldfinch (Spinus tristis), Prairie Warbler (Setophaga discolor), and White-eyed Vireo (Vireo griseus) did not show an immediate response. Stage two harvest in 2011 rejuvenated vegetation which benefitted focal species, with six of seven species showing increases in densities between 2010 and 2012.

    Conclusion 

    The two-stage shelterwood method created conditions advantageous to early-successional birds by helping to re-establish understory vegetation through periodic disturbance to the canopy layer. This method provides evidence that early-successional species can be managed long-term (> ?15 years) while using relatively small spatial disturbance through the two-stage shelterwood method.

  • Environmental conditions during early developmental stages can have long-term effects on individual life history (Lindström 1999; Monaghan 2008). For sexually dimorphic species, neonatal conditions are especially important because either one of the sexes could be more significantly influenced by environmental stochasticity. For example, female nestlings in raptors and male juveniles in mammals, the larger sexes, tend to be strongly influenced by poor environmental conditions due to their higher energy requirement (costly sex hypothesis, Clutton-Brock et al. 1985; Teather and Weatherhead 1989; Kalmbach and Benito 2007; Jones et al. 2009). Conversely, the larger sex will experience greater fitness benefits under favorable conditions (Jones et al. 2009). Therefore, sexual differences in environmental sensitivity can significantly affect individual fitness and even allocation of offspring sex ratio (Trivers and Willard 1973).

    The costly sex hypothesis has been widely supported for species with small litter/brood sizes and large sexual size dimorphism (SSD) (Clutton-Brock et al. 1985; Teather and Weatherhead 1989; Kalmbach and Benito 2007; Jones et al. 2009). However, some recent studies of birds with large brood sizes and small SSD suggested that the smaller sex is more sensitive to poor conditions (Oddie 2000; Potti et al. 2002; Råberg et al. 2005; Dubiec et al. 2006; Nicolaus et al. 2009), although other studies have shown the opposite pattern (Tschirren et al. 2003; Chin et al. 2005; Dietrich-Bischoff et al. 2008). In the case of strong sibling competition for food delivered by parents, a larger body size may be advantageous (competitive advantage hypothesis, Nilsson and Gårdmark 2001; Nicolaus et al. 2009). Therefore, the mixed results among previous studies necessitate further research on species with large brood sizes. Moreover, most previous studies on birds with a large brood size and small SSD have been conducted experimentally, such as by adding/removing nestling to clutches or ectoparasites (Råberg et al. 2005; Kalmbach and Benito 2007), which may not reflect natural conditions. Thus, more observational studies are needed to confirm patterns under natural conditions.

    We propose a general framework to assess the sexual differences in environmental sensitivity under natural conditions by monitoring seasonal change in the magnitude of SSD and fledging sex ratio (Fig. 1). First, seasonal change in nestling growth should be curvilinear (peak in mid-season) rather than a simple increasing or decreasing trend because in general, some pairs in a population start breeding early or late from the peak of food availability (i.e. abundance and/or quality of prey item, Naef-Daenzer and Keller 1999; Verboven et al. 2001; García-Navas and Sanz 2011). Therefore, if male and female nestlings respond differently to the environment, seasonal change in SSD should reflect this environmental vulnerability (Fig. 1a, b). When males are larger, and if males are more sensitive, the magnitude of SSD would be smaller both in the beginning and end of the breeding season (Fig. 1a). Conversely, if females are more sensitive, the magnitude of SSD would be larger both at the beginning and the end of the breeding season (Fig. 1b). A similar prediction applies to sexual differences in nestling mortality. If males are more sensitive, the proportion of males at fledging would be lower both at the beginning and the end of the breeding season (Fig. 1c). Alternatively, if females are more sensitive, the proportion of males would be higher both at the beginning and the end of the breeding season (Fig. 1d). In this study, we applied this approach to a large data set (1555 nestlings over 5 years) of Japanese Tits (Parus minor) in a temperate forest in northern Japan.

    Figure  1.  Conceptual models of seasonal change of male and female nestling body size and fledgling sex ratio when males are more sensitive (a, c) and females are more sensitive (b, d). Dashed arrows show the difference between the male and female body size

    The Japanese Tit is a small (ca. 14 g) hole-nesting passerine that readily accepts nest boxes for breeding. This species is sexually dimorphic and sex differences appear in the nestling period (5% of male biased SSD in body weight; Nomi et al. 2015). In our study area, the Japanese Tit has a large brood size in the first and later clutches. However, clutch size and fledging success were lower in later clutches (10.2 for the first, range 7-13, and 8.2 for the second clutches, range 5-10; Nomi et al. 2015), most likely because food quality and abundance were unfavorable later in the season (Murakami 2002).

    Fieldwork was conducted over 5 years (2009-2010, 2012-2014) in the Tomakomai Experimental Forest (42.40°N, 141.36°E, 5-90 m a.s.l.), Hokkaido, northern Japan. The study area belongs to the cool temperate climate zone and is covered with mixed deciduous forests. We established two study sites in the forest (ca. 30 ha each) in 2008 with approximately 150 nest boxes at each site (Yuta and Koizumi 2012; Nomi et al. 2015). During the breeding season (late April to late August), we checked all the nest boxes weekly and recorded basic information, such as laying date and clutch size. Hatching date and fledging date of broods were confirmed by daily observation (date of one or more nestlings hatched or fledged). Parents were caught and ringed for individual identification when nestlings were 5-7 days old and measured at the same time. Body weight was measured using an electronic balance (accuracy: 0.1 g). Tarsus length was measured using a digital caliper to the nearest 0.01 mm. Wing length was measured using a ruler to the nearest 0.5 mm. Nestlings were caught and measured on day 10-15 post-hatching. After measuring, blood samples (10-50 μL) from the brachial vein were collected and stored in 99% ethanol for molecular sexing.

    Sex determination was conducted following the protocol in Nomi et al. (2015). After extracting DNA from samples, we used the primers P8 and P2 to amplify sex specific regions of the CHD gene, which is often used for sex determination in birds (Griffiths et al. 1998). Birds were sexed according to the presence of the PCR products of CHD-Z (both sexes) and CHD-W (females only), which were separated by electrophoresis. We confirmed the accuracy of molecular sexing using the parents' samples with known sexes.

    For the analysis of seasonal change in the magnitude of SSD, we used linear mixed models (LMM). The response variable was body weight, tarsus length, or wing length of nestlings. The explanatory variables in the full model included hatching date, square of hatching date, sex, interaction between the hatching date and sex, and interaction between the square of hatching date and sex as main effects. We included nest ID, study site, and year as random effects. Number of nestlings (brood size when nestlings were caught), nestling age, and maternal traits (weight, tarsus length, and wing length in each analysis) were also included as covariates. We did not include paternal traits because some nestlings were sired by extra-pair males in this population and their genetic fathers were not identified (Yuta and Koizumi 2016). Since the mean timing and length of the breeding season varied among years, we standardized the hatching date of each nest by compressing the hatching date to a range from 0 to 1 (standardized hatching date = (hatching date - earliest hatching date)/hatching date range). Standardized hatching date (hereafter termed hatching date) and sex were centered by subtracting the mean prior to the analyses to avoid multicollinearity between the variables and interactions (Robinson and Schumacker 2009).

    To examine the seasonal change of the magnitude of SSD, seasonal change of male and female nestling body traits estimated by the best models were assigned to the Storer's index of the magnitude of SSD (difference between the values of male and female body traits divided by the mean values of male and female traits, Benito and Gonzalez-Solis 2007).

    We defined the fledgling sex ratio as the proportion of male nestlings on the capturing dates (10-15 days old) because almost all nestlings successfully fledged if they were alive on the capturing dates. However, if dead nestlings were found after the capturing date, they were excluded from the analysis. We constructed generalized linear mixed models (GLMM) with a logit-link function with a binomial error distribution for the analysis. The response variable was nestling sex (male: 1, female: 0), and the explanatory variables were hatching date, square of hatching date, and brood size. Random effects included nest ID, female ID, site, and year. We excluded depredated nests from the analysis because nest predation potentially biases the fledgling sex ratio. To confirm that the fledgling sex ratio was independent of sex allocation at the time of laying (primary sex ratio), we conducted the same analysis using the data of nests in which the number of eggs and fledglings were equal.

    We performed all the analyses using the statistical software R 2.15.3 (R Development Core Team 2013) with package "lme4" for LMMs and GLMMs. Multicollinearity of explanatory variables was tested using the variance inflation factor (VIF) with the package "car". The VIF of all variables was under 3.5 after centering and were under the threshold value of 5.0 recommended by O'Brien (2007). To confirm whether curvilinear models were better than simple linear models, and whether the models with an interaction between hatching date and sex were better than the models without interaction, we compared all candidate models (i.e. different combinations of the explanatory variables) using AIC (Burnham and Anderson 2002). The model with the lowest AIC value in each analysis was determined to be the best model. The significance of the partial coefficient of each variable in the best model was examined by the likelihood ratio test comparing the models with and without the terms of interest.

    In the 5 years of this study, we collected data on 1555 nestlings from 194 broods. We examined seasonal change in the magnitude of SSD in three nestling body traits (body weight, tarsus length, and wing length). We compared models with linear hatching date effects and the quadratic term of the hatching date, as well as the models with and without their interactions with sex, using AIC. In all three analyses, the models with the square of hatching date and the interaction of the square of hatching date and sex had the lowest AIC values (Table 1, Additional file : Table S1, Additional file 2: Table S2, Additional file 3: Table S3), meaning that the sex specific curvilinear model was the best model for predicting seasonal change in nestling body size. For body weight and tarsus length, the square of hatching date, sex, and the interaction between the square of hatching date and sex were all significant (Table 2). For wing length, although the square of hatching date was not significant, interaction between the square of hatching date and sex was significantly correlated, indicating that seasonal change in growth of wing length was sex specific. In all nestling body traits, the magnitude of SSD was higher both at the beginning and the end of the breeding season (Fig. 2).

    Table  1.  Model ranking of the GLMMs according to the AIC
    Response Model AIC
    Nestling body weight Hatching date^2+sex+hatching date^2 * sex 3657.2
    Hatching date^2+sex 3668.2
    Hatching date+sex+hatching date * sex 3691.5
    Hatching date+sex 3694.8
    Nestling tarsus length Hatching date^2+sex+hatching date^2 * sex 2691.5
    Hatching date^2+sex 2698.0
    Hatching date+sex+hatching date * sex 2709.8
    Hatching date+sex 2711.4
    Nestling wing length Hatching date^2+sex+hatching date^2 * sex 7727.4
    Hatching date^2+sex 7739.2
    Hatching date+sex+hatching date * sex 7741.9
    Hatching date+sex 7742.0
    Fledgling sex ratio Hatching date^2+hatching date 2074.5
    Hatching date^2 2074.8
    Hatching date^2+brood size 2075.5
    Hatching date^2+hatching date+brood size 2076.4
    Null 2076.6
    Curvilinear models (including the square of hatching date or/and interaction with sex) and linear models (hatching date or/and interaction with sex) with the lowest AIC value are shown in the table. Covariates in the models are not shown in the body size analyses in this table. All models are shown in Additional file : Table S1, Additional file 2: Table S2, Additional file 3: Table S3, Additional file 4: Table S4
     | Show Table
    DownLoad: CSV
    Table  2.  Parameter estimates and p values of the best models of GLMMs
    Parameter Estimate SE df χ2 p
    Nestling body weight n=1555
    Intercept 11.775 0.869 1 17.01 < 0.001
    Hatching date 0.909 0.181 1 24.07 < 0.001
    Hatching date^2 - 3.088 0.598 1 25.40 < 0.001
    Sex 0.550 0.052 1 108.90 < 0.001
    Hatching date^2 * sex 1.871 0.458 1 16.59 < 0.001
    Female body weight 0.194 0.059 1 10.83 < 0.001
    Nestling tarsus length n=1555
    Intercept 11.497 1.032 1 24.83 < 0.001
    Hatching date^2 - 1.222 0.293 1 17.09 < 0.001
    Sex 0.441 0.039 1 125.54 < 0.001
    Hatching date^2 * sex 1.009 0.339 1 8.85 0.003
    Age 0.204 0.040 1 25.60 < 0.001
    Female tarsus length 0.311 0.045 1 43.02 < 0.001
    Nestling wing length n=1545
    Intercept 0.167 3.676 1 < 0.01 0.947
    Hatching date^2 - 3.074 2.051 1 2.31 0.129
    Sex 0.393 0.195 1 4.07 0.044
    Hatching date^2*sex 5.715 1.732 1 10.85 < 0.001
    Age 2.994 0.271 1 91.97 < 0.001
    Brood size 0.288 0.102 1 7.93 0.005
    Fledgling sex ratio (1=male, 0=female) n=1491
    Intercept - 0.124 0.082 1 2.32 0.128
    Hatching date^2 1.901 0.775 1 6.08 0.014
    Hatching date - 0.337 0.224 1 2.28 0.132
    Chi squared value and p values were obtained from likelihood ratio tests
     | Show Table
    DownLoad: CSV
    Figure  2.  The relationship between hatching date and nestling body traits (left figures) and the magnitude of SSD (right figures). Parameters were estimated using the linear mixed model shown in Table 2. Lines are predicted values (male: blue, female: red). Filled circles represent males and open circles represent females. Seasonal changes of the magnitude of SSD were calculated using the best models shown in Table 2, where predicted lines of male and female body size were assigned to the Storer's index of the magnitude of SSD (difference between the values of male and female body size divided by the mean values of male and female size, Benito and Gonzalez-Solis 2007)

    We also examined seasonal change in fledgling sex ratio to elucidate which sex was more vulnerable in poor environmental conditions. Comparisons of models by AIC showed that the curvilinear model was better than the single linear model (Table 1, Additional file 4: Table S4). In the analysis, the square of hatching date was significant (Table 2). The proportion of males was higher both in the beginning and end of the breeding season (Fig. 3). To examine whether the seasonal change in proportion of males was a result of primary sex allocation (sex ratio at eggs), we conducted the same analysis using nests with no loss of nestlings (the number of fledglings was equal to the number of eggs). Primary sex ratio (proportion of males in eggs) did not have a significant curvilinear relationship with hatching date (n = 936, partial coefficient of the square of hatching date; χ2 = 2.82, p = 0.09), indicating that the seasonal change in fledgling sex ratio was not the result of primary sex allocation of female parents, but rather the result of female-biased mortality.

    Figure  3.  The relationship between hatching date and fledgling sex ratio (proportion of males). Plots and bars represent mean values and standard errors, which are calculated by dividing the data into 5 rank categories starting from the lowest value of standardized hatching date (first 4 plots, 298 samples; last plot, 299 samples). Parameters were estimated using the generalized linear mixed model shown in Table 2. The line is the predicted value

    Our results consistently suggested that female Japanese Tit nestlings are more vulnerable to adverse environments. This agrees with most experimental studies on species with large brood sizes (Oddie 2000; Potti et al. 2002; Råberg et al. 2005; Dubiec et al. 2006; Nicolaus et al. 2009, but see Tschirren et al. 2003; Chin et al. 2005) and a few observational studies (Dhondt 1970; Eeva et al. 2012, but see Dietrich-Bischoff et al. 2008). Our approach was observational and, therefore, a clear demonstration of the causal link was not possible. In fact, the increase of SSD in the end of the breeding season can also be explained by factors other than poor environmental conditions. For example, multiple brooding is energy-consuming for parents, which could result in poorer parental body conditions, and consequently food delivery rate might have reduced. However, the main question in this topic is which sex is more valuable when the parental provisioning is not sufficient: for nestlings, parental condition and behavior can also be considered as environmental factors. Poor external environmental conditions and poor parental conditions should similarly affect the nestlings. In addition, past experimental studies have not controlled the external environment either; these studies examined the sexual differences of environmental stochasticity by changing the food intake per nestling by adding or removing clutches (Råberg et al. 2005; Dubiec et al. 2006; Nicolaus et al. 2009). In this sense, we need not change the main conclusion that female nestlings are more valuable under poor environmental condition.

    On the other hand, observational study has some advantages. For example, while many experimental studies were conducted under extreme conditions, our approach and results reflect natural settings. Moreover, seasonal changes in nestling or fledgling characteristics are commonly monitored; thus, this approach can easily apply to many study systems, which in turn encourages comparative studies or meta-analysis. Based on past studies, it seems that male nestlings are more sensitive in species with small brood sizes, whereas the opposite is true in species with large brood sizes (Jones et al. 2009).

    As suggested by Råberg et al. (2005), parents of large broods might not able to control distributing food and the larger sex has an advantage in sibling competition. For example, in Great Tits, the feeding position of individual parents is consistent through the breeding period (Poelman et al. 2006). Therefore, the larger nestlings could monopolize food delivered by the parents by moving toward the best position. Moreover, most species with large brood size, like Japanese Tits or Great Tits, are cavity nesters and therefore, it may be difficult for parents to distinguish between hungry and full nestlings in dark environment.

    Alternatively, it is also possible that parents favored larger nestlings in poor condition and delivered more food to the larger nestlings (Jones et al. 2009; Caro et al. 2016). To disentangle whether it is a result of parental favoritism to larger nestling or of sibling competition, more observations are needed inside the nest boxes comparing good and poor environmental condition.

    In addition to this study's main results, we found patterns in the magnitude of SSD. First, the SSD of nestling body traits were larger at the end of the breeding season than in the beginning (Fig. 2). This may be because food abundance in this study site is lower in the end of the breeding season than in the beginning. Although caterpillar abundance and diversity in the studied forest had two peaks in the season (Yoshida 1985), clutch size and fledging success was lower in the later clutches (Yuta and Koizumi 2012), indicating that environmental condition including food availability were less favorable towards the end of the breeding season. Moreover, asynchronous hatching timing in a brood might also have increased sex difference later in the season. Hatching asynchrony, which is considered as a maternal adjustment under poor food availability, becomes more prominent later in the season (Theofanellis et al. 2008) and more severely affects the growth of late-hatched female nestling compared to male siblings (Oddie 2000). Some nestlings might have hatched 1-3 days later than the first hatched nestling in a brood, but we did not confirm hatching dates of all nestlings. Thus, larger SSD later in the breeding season may be the result of increased hatching asynchrony as well as decreased food availability.

    Second, we found that the SSD of nestlings was smaller for tarsus length and wing length compared with body weight. This may be the result of differences in growth speed among body traits. For example, the tarsus grows faster than body weight or wing length and reaches a maximum around 10 days old (Royama 1966). In terms of wing length, sex differences in growth strategies have been reported in many studies (Oddie 2000; Råberg et al. 2005; Dubiec et al. 2006; Nicolaus et al. 2009). Since the female is the more dispersing sex, they may invest more in wing length than in body weight under poor conditions (Greenwood 1980). Therefore, while significant differences were detected in the Japanese Tit, the sexual difference was subtle in wing length. In contrast, males may allocate more into body weight because body weight plays an important role in competition among individuals and, thus, in the process of territory acquisition (Garnett 1981; Sandell and Smith 1991).

    As discussed in some recent studies, differential effects of adverse condition on male and female traits may be a result of allocation of resources rather than the difference in sensitivity between the sexes (Tschirren et al. 2003). Similar to wing length, selective pressure may work differently on body traits between the sexes and future studies should focus more on this point.

    Our study showed that female Japanese Tit nestlings are more valuable to poor environmental conditions, which is consistent with most experimental studies on species with large brood sizes. However, whether it is a result of parental favoritism to larger nestling or of sibling competition is still unclear. Our study underscores the importance of brood size on sexual differences in environmental stochasticity and our framework encourages comparative analysis among different bird species.

    Additional file 1: Table S1. Model ranking of the LMM for nestling weight according to the AIC.

    Additional file 2: Table S2. Model ranking of the LMM for nestling tarsus length according to the AIC.

    Additional file 3: Table S3. Model ranking of the LMM for nestling wing length according to the AIC.

    Additional file 4: Table S4. Model ranking of the GLMM for fledgling sex ratio according to the AIC.

    DN and TY collected the data; DN analysed the data; DN and IK wrote the paper. All authors read and approved the final manuscript.

    We acknowledge the valuable comments of an anonymous reviewer on earlier version of the manuscript. We thank researchers and staff of the Tomakomai Experimental Forest for field work assistance and for their hospitality while we stayed there. We also thank laboratory members for field work assistance, and C. G. Ayer for helping to improve our use of English.

    The authors declare that they have no conflict of interests.

    The datasets used in the present study are available from the corresponding author on reasonable request.

    Not applicable.

    Capture permissions were obtained every year from the Hokkaido Government Iburi General Subprefectural Bureau (License Number: 78, 91, 31, 283-284, 277-278, 252-253).

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