Abstract
Allometry studies the change in scale between two dimensions of an organism. The metabolic theory of ecology predicts invariant allometric scaling exponents, while empirical studies evidenced inter- and intra-specific variations. This work aimed at identifying the sources of variations of the allometric exponents at both inter- and intra-specific levels using stem analysis from 9,363 trees for ten Eastern Canada species with a large shade-tolerance gradient. Specifically, the yearly allometric exponents, α v,DBH [volume (v) and diameter at breast height (DBH)], β v,h [v and height (h)], and γ h,DBH (h and DBH) were modelled as a function of tree age for each species. α v,DBH, and γ h,DBH increased with tree age and then reached a plateau ranging from 2.45 to 3.12 for α v,DBH, and 0.874–1.48 for γ h,DBH. Pine species presented a local maximum. No effect of tree age on β v,h was found for conifers, while it increased until a plateau ranging from 3.71 to 5.16 for broadleaves. The influence of shade tolerance on the growth trajectories was then explored. In the juvenile stage, α v,DBH, and γ h,DBH increased with shade tolerance while β v,h was shade-tolerance independent. In the mature stage, β v,h increased with shade tolerance, whereas γ h,DBH decreased and α v,DBH was shade-tolerance independent. The interaction between development stage and shade tolerance for allometric exponents demonstrates the importance of the changing functional requirements of trees for resource allocation at both the inter- and intra-specific level. These results indicate the need to also integrate specific functional traits, growth strategies and allocation, in allometric theoretical frameworks.
Similar content being viewed by others
Avoid common mistakes on your manuscript.
Introduction
Allometry studies the change in scale between two dimensions of a considered organism. This is generally expressed through the following equation (Eq. 1) between the dimensions Y and X:
The parameter m is a normalization constant which was found to depend on the size of an organism (Gillooly et al. 2001). The allometric exponent, μ y,x , is mostly considered as constant. In vascular plants, the allometric exponents, α v,DBH [Y = volume (v) and X = diameter at breast height (DBH)], β v,h [Y = v and X = height (h)] and γ h,DBH (Y = h and X = DBH) are of particular interest since they can provide information about how trees allocate their resources (Pretzsch et al. 2012). Equation 1 can be rearranged to express the relative change in Y versus the relative change in X (Eq. 2). Therefore, a variation of 1 % in X during a growth year i induces a variation of μ y,x % in Y during a growth year i:
The metabolic scaling theory (MST) predicts the allometric exponent value by taking into account the structure and functioning of organisms (West et al. 1997). This theory considers that the plant vascular system can be assimilated to a “fractal-like network” and states that μ y,x should scale with multiples of ¼ (West et al. 1999, 2009).
A large number of studies focused on improving the MST, as it provides a large panel of predictions, in order to understand the functioning of plants and forest ecosystems (Enquist et al. 2009; West et al. 2009). However, empirical results have shown that allometric exponents may not be invariant (Deng et al. 2008; Duursma et al. 2010). Work is still needed to explain these deviations from the theory (Price et al. 2012) and to adjust the MST according to empirical observations (Niklas 2004; Price et al. 2012).
Firstly, the allometric exponents have been shown to have intra-specific variations. Indeed, in Fagus sylvatica growing in Europe, the allometry between biomass and DBH or tree height has been demonstrated to vary with tree age (Genet et al. 2011). Moreover, it has also been established that α v,DBH, β v,h and γ h,DBH are not constant for three European temperate species and may vary with the development stage (Pretzsch et al. 2012). A lot of work has been carried out on the relationship between height and DBH (Henry and Aarssen 1999; Watt and Kirschbaum 2011; Lines et al. 2012), while the allometry between volume and DBH or volume and height has been less studied (Pretzsch et al. 2012). By considering the three allometries simultaneously, inferences regards allocation strategies can be made. In addition, species’ trajectories of allometric exponents as a function of development stage have not been clearly established.
Secondly, inter-specific allometric exponent differences have also been observed. The allometric exponent between foliage biomass and crown woody biomass was found to be significantly different between 17 temperate gymnosperm species (Duursma et al. 2010). The allometry representing the self-thinning law of forests for 11 European and Mediterranean species was also found to be species dependent (Charru et al. 2012). A large variation in α v,DBH and γ h,DBH was observed across 52 temperate species, while no results have been reported for β v,h (Pretzsch and Dieler 2012).
The three allometric exponents considered could be understood as an investment of trees in the different compartments (Eq. 2). Indeed, this formulation can be interpreted as the choice of a tree to allocate resources to volume, height or DBH growth, which also represents how trees fill their functional requirements. It is known that the functional requirements of trees differ: (1) at the intra-specific level with changes between the juvenile and mature stages (Lachenbruch et al. 2011), or (2) at the inter-specific level according species functional traits (Violle et al. 2007). However the impact of such requirements and variations of compartment allocation on tree allometry is not well understood.
We considered the variability in allometric exponents as a fact (Price et al. 2012; Pretzsch and Dieler 2012) and rather than confirming or invalidating the MST, we aimed at identifying some of the sources of variation of the allometric exponents in order to propose a framework that would improve the formulation of the MST. Therefore, the objectives of our work were twofold: we aimed at establishing the inter- and intra-specific variations in α v,DBH, β v,h and γ h,DBH. Our hypothesis was that investment in height compared to diameter decreased with development stage such that α v,DBH should increase with tree age whereas β v,h and γ h,DBH should decrease with tree age. We then explored the relationship between variations with development stage and shade tolerance. Shade tolerance is a functional trait that conditions the way that trees will allocate their resource under a given light condition (Canham 1988; Givnish 1988; Valladares and Niinemets 2008). This functional trait is particularly adapted in the study of α v,DBH, β v,h and γ h,DBH since these allometric exponents represent the growth investment of trees in primary and secondary growth. As has been previously suggested for γ h,DBH and α v,DBH (Pretzsch and Dieler 2012), we hypothesized that shade tolerance explains the inter-specific variation in allometric exponent.
Materials and methods
Study area and data collection
Stem analysis data were collected by the Forest Surveys Branch of the Quebec Ministry of Natural Resources (MRNF 2009). A total of 9,363 stem analyses obtained between 2000 and 2006 were available for ten common species in the managed forest of Québec: Abies balsamea (balsam fir), Betula papyrifera (paper birch), Picea glauca (white spruce), Picea mariana (black spruce), Picea rubens (red spruce), Pinus banksiana (jack pine), Pinus strobus (eastern white pine), Populus grandidentata (big tooth aspen), Populus tremuloides (trembling aspen) and Thuja occidentalis (eastern white cedar).
The sampling design was established such that most of the ecological regions of Quebec were sampled. The randomly selected forest stands where the plots were placed were naturally regenerated and unmanaged. Between five and ten dominant and co-dominant trees per plot were felled. On each tree, disks were sampled at 0.15, 0.6, 1, 1.3, 3 m and every 2 m upward until the top of the tree. A complete description of the sampling design is available in Schneider et al. (2013). The characteristics of the sampled trees are given in Table 1.
Computation of allometric exponents
From each disk, rings were counted and ring width measured using Windendro on four perpendicular radii on each disk below 1.3 m and on two opposite radii for disks higher than 3 m. Then ring-width chronologies were cross dated using COFECHA software (Holmes 1983) and averaged in order to have one ring width per year for each disk.
Past height growth was estimated by interpolation (Carmean 1972; Newberry 1991). Annual volume increment was obtained by estimating the volume of each section bounded by two successive disks (stem frustum) using Smalian’s formula (Loetsch et al. 1973). This method, based on yearly disk diameters obtained from the ring-width measurements, considers that the stem frustum is a paraboloid. Total stem volume is obtained by summing the stem frustum volumes. Branch volume was estimated by using biomass equations developed for the most common species in Canada (Lambert et al. 2005) in combination with average species wood densities obtained from the Dryad data repository (Chave et al. 2009). The total aboveground volume (i.e. stem + branch volume) was then obtained by summing the stem and branch volumes. Hereafter, we considered only the aboveground volume as it is more meaningful for tree function and structure. All analyses were previously performed using the stem volume and led to the same results.
Total height, DBH, and the aboveground volume of each tree for each year were thus available. The yearly allometric exponents α v,DBH, β v,h or γ h,DBH were finally computed using Eq. 2.
Model construction
As a first step, we built models to express the allometric exponents as a function of tree age. Tree age was set from the first cross-section of each tree and therefore corresponded to the age of the tree determined at a height of 0.15 m.
Through visual analysis of the data, we observed that α v,DBH increased with tree age to reach a horizontal asymptote for most species while Pinus species seemed to reach a local maximum and then their α v,DBH decreased (Fig. 1). β v,h increased with tree age for the three broadleaved species while it seemed invariant for the other ones (Fig. 2). We therefore built a model of β v,h for these three species only. The variations of γ h,DBH with tree age were similar to the variations between α v,DBH and tree age except that no variation was detected for P. grandidentata (Fig. 3). As our interest was in general trends, the 5 % highest values were excluded from the analysis.
Then, we tested different growth functions (Chapman-Richards, Gompertz and logistic) and the best of these three models was selected using Akaike’s information criterion (AIC). The logistic function gave the models that fitted our data best for all allometric exponents considered and was therefore selected for the future modelling steps, as indicated by Eq. 3:
where AE ijk is the allometric exponent (α v,DBH, β v,h or γ h,DBH) of the growth year i of tree j in site k, TA ijk is the tree age in the growth year i of tree j in site k, ε ijk is the residual of the model for the growth year i of tree j in site k [ε ijk ~ N(0, σ 2)], and a 1, a 2, a 3 are the parameters of the logistic function.
The following step was to fit the logistic function species by species. We found that the increase of α v,DBH was monotonic for all species except for the two Pinus species which exhibited an increase until a local maximum and then an asymptotic decrease. Therefore for these two species, a negative exponential of tree age was additively integrated to Eq. 3 to model the variations of α v,DBH with tree age for Pinus species, leading to Eq. 4:
Similarly, the allometric exponent γ h,DBH increased monotonically for all species except for Populus grandidentata and Pinus banksiana. P. grandidentata did not show any variation of γ h,DBH with tree age. For P. banksiana, γ h,DBH increased until a maximum and then decreased without showing any asymptotic behaviour. Therefore, a simple linear function of tree age was integrated additively to Eq. 3, leading to Eq. 5:
As data were longitudinal with two hierarchical levels (individuals and sites), we fitted non-linear mixed-effects models using the nlme function of the nlme package (Pinheiro et al. 2007) of the R software (R Development Core Team 2011). Parameters were estimated using the maximum likelihood method and the best model was selected on the basis of AIC comparisons.
By considering both hierarchical levels, random effects on each estimated parameter were tested and the model with the lowest AIC was finally selected. Finally, we tested whether the site and the tree hierarchical levels were significant. The correlation between two successive values of allometric exponents was accounted for by a first-order autocorrelation function (Monserud 1986), which always led to a model with a lower AIC. The homoscedasticity of model residuals and the absence of bias were checked visually.
Influence of shade tolerance on allometric exponents
To characterise the shade tolerance of trees, we used the shade-tolerance index developed by (Humbert et al. 2007) (Table 1). A low index value indicates a shade-tolerant species while a high value of this index indicates a shade-intolerant species. We examined the influence of species shade tolerance on the allometric exponents at two stages of a tree’s lifetime: in the juvenile stage (tree age 15 years) and the mature stage (tree age 100 years). For these two tree ages, we used the population mean for each species as predicted by each model constructed (i.e. without considering the random part). For the cases in which no variations of the allometric exponent with tree age were observed, we computed the average species value of the allometric exponent. The estimated allometric exponents for 15- and 100-year-old trees were linearly regressed against shade tolerance.
Results
Average allometric exponents
The average values of α v,DBH, β v,h and γ h,DBH were 2.52, 3.04 and 1.03, respectively, when all species were pooled (Table 1). We also detected a high variability in the allometric exponents as shown by their coefficient of variations, i.e. 29.0, 62.5 and 78.6 %, respectively. In addition, large species-specific differences were observed in allometric coefficients.
Variations of allometric exponents with tree age
From log–log plots, different tree trajectories of volume as a function of DBH or height, or height as a function of DBH, could be identified, where the derivative of the curve corresponds to the allometric exponent. For simplicity, only the plots for P. rubens are presented; the other species had similar relationships. The relationships are nonlinear (Fig. 4a, c), with a curvature for the smallest DBH, i.e. for the youngest trees. On the contrary, we can see in Fig. 4b that tree trajectories are linear, meaning that β v,h is age invariant.
As a general trend, we found that all allometric exponents: (1) either increase toward a plateau, (2) or increase to reach a local maximum and then decrease, (3) or are invariant with tree age (Fig. 4). Our results presented species-specific variations of the allometric exponent’s trajectories with tree age. Indeed, the values of the plateaus (parameter a 1, Eq. 3) or the average value of the allometric exponent (when no variation with tree age could be detected) were shown to vary according to the species considered.
Specifically, the values of the plateau for α v,DBH ranged between 2.45 for T. occidentalis and 3.12 for P. rubens (Table 2). Pinus species were particular since the models leading to the best AIC were obtained by adding a negative exponential to the logistic function (Eq. 4). Therefore, the general pattern of variation of α v,DBH with tree age (Fig. 4a) was an initial increase until a local maximum and then an asymptotic decrease towards a fixed value (2.45 and 2.77 for eastern white pine and jack pine, respectively).
For the coniferous species, β v,h was age invariant, with each species having different β v,h averages (Table 1). Broadleaved species showed an increase in β v,h with tree age and did not attain their asymptote, except for B. papyrifera, during the lifetime covered by the available data (Fig. 4b; Table 3).
The values of the species-specific plateau for γ h,DBH varied from 0.874 for T. occidentalis to 1.48 for A. balsamea (Table 4). P. grandidentata γ h,DBH was found to be age invariant. The allometric exponent γ h,DBH for P. banksiana increased to a local maximum after which it continuously decreased without reaching a plateau.
Model results for α v,DBH and γ h,DBH showed that broadleaved species reached their plateau between 30 and 50 years old (Fig. 5). In addition, for old trees, the value of each allometric exponent was found to be similar for P. grandidentata and P. tremuloides (Tables 2, 3, 4). P. glauca and A. balsamea reached a plateau for α v,DBH when the trees were older than 50 years. The same trend was observed for the γ h,DBH of P. strobus and B. papyrifera. Finally, P. mariana was the species which attained its plateau in α v,DBH the latest (e.g. after 100 years). A similar result was found for γ h,DBH of all coniferous species except Pinus.
Influence of shade tolerance on allometric exponents
Shade tolerance was found to strongly influence the allometric exponents, and this effect was age dependant (Fig. 6). We demonstrated a significant positive relationship between the index of shade tolerance, the value of α v,DBH and γ h,DBH for a 15-year-old tree (p-value <0.001 and = 0.001, respectively). Indeed, α v,DBH varied from 0.58 for shade-tolerant species to 2.52 for shade-intolerant species. γ h,DBH increased from 0.24 to 0.79 with increasing shade intolerance of species. β v,h for young trees, on the other hand, did not change with shade tolerance (p-value = 0.857).
For old trees, no relationship between the shade tolerance of species and α v,DBH was observed (p-value = 0.860) (Fig. 6). Opposite trends were found when considering β v,h and γ h,DBH. A positive relationship between the index of shade tolerance and β v,h was found, since it varied from 2.76 for shade-tolerant species to 5.14 for shade-intolerant species (p-value = 0.031). γ h,DBH, however, tended to be negatively related to shade tolerance, as it increased from 0.79 and 1.14 with increasing shade tolerance (p-value = 0.066) (Fig. 6).
Discussion
Previous results indicated a high variability in the allometric exponents (Price et al. 2012; Pretzsch and Dieler 2012), but our contribution was not centred on verifying the MST but to establish the variations of α v,DBH, β v,h and γ h,DBH with development stage for a pool of tree species and relate them to shade tolerance. The present contribution therefore evidenced changes of allometry with tree age rather than tree size, as the latter parameter is a consequence of stand density characteristics rather than of development stage (Fig. 5). Such links have not yet been reported. In particular, we showed a strong interaction between development stage and shade tolerance on α v,DBH, β v,h and γ h,DBH. Considering our results, we suggest that the MST should include inter- and intra-specific differences in its formulation, not only for the normalisation constant, but also for the allometric exponents.
Variations of allometric exponents with development stage
Previous studies have presented variations with development stage of the allometry between tree biomass and both DBH and h for common beech in Europe (Genet et al. 2011) or between biomass and DBH for a large data set of tree species (Pilli et al. 2006). The effect of development stage on α v,DBH, β v,h and γ h,DBH was suggested for three European tree species (Pretzsch et al. 2012). However, our study is the first to establish the variations with development stage of both α v,DBH, β v,h and γ h,DBH for a large number of species on a large area and at the inter-annual level.
In accordance with the study of Pretzsch et al. (2012), we found that α v,DBH and β v,h (for broadleaves) increased with increasing tree age. We also showed a positive relationship between γ h,DBH and tree age, while another study showed an inverse relationship (Pretzsch et al. 2012). However, this latter study considered a static relationship between γ h,DBH and tree age (i.e. without considering inter-annual inter-individual and inter-stand variations), although it has been demonstrated that this static relationship may be erroneous (Henry and Aarssen 1999). Our dynamic approach consisted of a meticulous exploration of the intra-specific, inter-individual and intra-individual variations of γ h,DBH. Following a similar scheme a previous study reported an increase of γ h,DBH with tree age (Watt and Kirschbaum 2011), consistent with our findings.
The positive relationships between tree age and α v,DBH, β v,h and γ h,DBH were interpreted as an over-investment of tree growth in the crown compared to the stem (Pretzsch et al. 2012). However, this interpretation is invalidated by previous studies showing that biomass partitioning changed with tree age in order for the tree to allocate relatively more biomass to the stem rather than to the crown for Pinus strobus (Peichl and Arain 2007), Pi nus banksiana and Picea mariana (Goudiaby et al. 2013).
Such variations of allometric exponents with development stage could be directly related to the well-known changes in the functionality of wood from the juvenile to the mature stage. Indeed, young trees have to keep stem and branches flexible in order to optimize the search for light (King 1990) and resistance to wind (Bertram 1989). Therefore, it was understandable that a low value of α v,DBH in the juvenile stage corresponds to a poor investment of trees in diameter compared to height growth.
On the other hand, old trees have to favour the maintenance of the stem: trees have to resist buckling (Niklas 1999) and at the same time wind forces (Lachenbruch et al. 2011). When getting larger, trees also have to face increases in hydraulic constraints, which explains why trees cannot exceed a certain height (Ryan and Yoder 1997). As a consequence, trees invest more in diameter growth, leading to an increase in both α v,DBH and γ h,DBH. Such an increase is therefore interpreted as the necessity for the tree to invest more in diameter when they grow older in order to maintain mechanical safety and avoid buckling (Niklas 1999). This explains why coniferous species’ β v,h remain constant throughout their life: their investment in height remains steady as a consequence of their strong apical dominance (Hallé et al. 1978; Millet 2012).
We present evidence that allometric exponents increase and then reach a plateau with age. This may be a direct manifestation of the changes in tree functioning with developmental stage. Indeed, as stated before, the juvenile stage is an expansion phase with strong investment in height and resource acquisition in order for the tree to overcome shading by the neighbouring trees. On the contrary, when trees are maturing, their functioning changes and more resources are allocated to functions which are in competition with the carbon allocated to DBH, height and volume growth. As an example, trees develop their branches in order to maximise their photosynthetic area (Barthelemy and Caraglio 2007) and allocate resources to reproduction through flowering (Bazzaz et al. 1979; Obeso 2002; Thomas 2011). The consequence of this is that trees maintain an equilibrium in their different functional requirements, e.g. between conduction (through height) and mechanical stability (through DBH and volume) but their investment is more limited resulting in a plateau in the allometric exponents with age.
Species-specific variations of allometric exponents
Species to species variations of allometric exponents were expected as this has been demonstrated previously for diverse allometric exponents and when considering many species (Duursma et al. 2010; Pretzsch and Dieler 2012). In addition, we hypothesized that the species to species variation may be explained by differences in a particular functional trait: shade tolerance (Valladares and Niinemets 2008). A previous study proposed rather the use of the wood density of trees to explain the variations of γ h,DBH (Ducey 2012). Indeed, this work demonstrated that species with low density had a higher γ h,DBH than species with denser wood. However, wood density is known to be positively correlated with shade tolerance (Aiba and Nakashizuka 2009). We therefore decided to explore the relationships between allometric exponents and shade tolerance rather than wood density as shade tolerance is a better representation of the choice in allocation and growth of species (Givnish 1988).
More importantly, requirements of functional properties change with development stage (Lachenbruch et al. 2011). Therefore it was justified to search for an effect of the interaction between functional traits and development stage for the species to species differences in allometry.
In the juvenile stage, light-demanding species should invest more in height when trees are small in order to overcome the effect of surrounding trees and avoid shading (Givnish 1988; Valladares and Niinemets 2008): stems are slender and crown depth is low (Aiba and Nakashizuka 2009). In addition, it has been shown that saplings of shade-intolerant species grow more steadily in both height and diameter than shade-tolerant species (Ameztegui and Coll 2011; Lilles and Astrup 2012). When trees experienced increasing exposure to light, shade-intolerant saplings were found to compete better than shade-tolerant ones by increasing their relative growth rate (Walters and Reich 2000). Therefore the fact that shade-intolerant species such as Pinus or Populus exhibited higher α v,DBH and γ h,DBH than shade-tolerant species may be explained by a higher investment in height than in DBH during the juvenile stage.
In addition, wood functional requirements during the mature stage are different for trees according to their shade tolerance. Indeed, when considering photosynthetic production, it is known that when trees grow older, late-successional (shade-tolerant) species have a decisive competitive advantage over early successional (shade-intolerant) species (Bazzaz 1979; Valladares 2003; Anderson-Teixeira et al. 2013). Shade-tolerant species are also able to benefit from an increase in light intensity following an opening of the canopy. Therefore, in the mature stage, these species will have stronger height growth rate than shade-intolerant species (Canham 1988; Henry and Aarssen 1997). This explains why γ h,DBH and β v,h were, respectively, negative and positive with the shade-tolerance index. Specifically this signifies that shade-tolerant species can increase their height growth investment in a mature forest in order to benefit from an opening of the canopy. However, this conclusion should be moderated for β v,h since this allometric exponent did not present any variation with tree age for coniferous species.
Implication for the MST
From its theoretical basis, the MST predicted that the values of the allometric exponents should have been: α v,DBH = 8/3, β v,h = 4 and γ hDBH = 2/3 (West et al. 1999, 2009). In our study, we considered both static (Table 1) and dynamic (Fig. 4) situations. From these results we could not confirm the predictions of the MST, in accordance with previous findings on European tree species for the same allometric exponents (Pretzsch et al. 2012; Pretzsch and Dieler 2012).
The MST is based on organism structure and functionality from the cell to the ecosystem scale (Brown et al. 2004). The normalisation constant (b; Eq. 1) is known to vary according to the kind and size of the organism considered (Gillooly et al. 2001), but also, for woody species, between angiosperm and gymnosperm (Enquist et al. 2007) as well as species by species. However, this theory does not account for competition (“distributions of abundances among coexisting species of similar size”) or for the requirements of plants to grow (Brown et al. 2004). Only a few studies considered specific and development-stage variations of the scaling exponent (Pretzsch and Dieler 2012). We demonstrated that, in addition to these sources of variations, the MST would benefit from a consideration of the influence of some functional traits on the scaling exponent.
A Boltzmann function was integrated into the MST to represent how the metabolic rate of trees is modulated by temperature (Gillooly et al. 2001). Our work highlights the possibility of improving the theoretical framework of the MST by integrating some processes suggested by functional traits. Shade tolerance represents how species intercept light and how efficiently the intercepted light is converted into photosynthates (Henry and Aarssen 1997). These processes are already taken into account in the MST. However, this functional trait also accounts for the resource allocation in the different tree compartments (Givnish 1988; Henry and Aarssen 1997) and for the use of the available environmental resources in order to allow competition for them (Reich et al. 2003). To date, such a phenomenon is not taken into account in the MST.
Previous studies have proposed inclusion of the notion of limiting resources in the MST by considering the allometry between individual mass and density of trees growing under the self-thinning law (Lin et al. 2012, 2013). They achieved this by adding two terms representing abiotic stress (e.g. water availability) (Maestre et al. 2009), and competition symmetry (Schwinning and Weiner 1998). In the light of our results, a species-specific parameter for age dependency must also be considered. In other words, the functional requirements (i.e. the resources needed) are species specific and have to change with development stage. In order to better assess this new framework, further studies are required in order to better establish the specific variations in functional requirements with development stage and competition symmetry. Future work should be to translate these empirical variations into a mathematical formulation and integrate it into the MST.
References
Aiba M, Nakashizuka T (2009) Architectural differences associated with adult stature and wood density in 30 temperate tree species. Funct Ecol 23:265–273. doi:10.1111/j.1365-2435.2008.01500.x
Ameztegui A, Coll L (2011) Tree dynamics and co-existence in the montane–sub-alpine ecotone: the role of different light-induced strategies. J Veg Sci 22:1049–1061. doi:10.1111/j.1654-1103.2011.01316.x
Anderson-Teixeira KJ, Miller AD, Mohan JE et al (2013) Altered dynamics of forest recovery under a changing climate. Glob Chang Biol 19(7):2001–2021
Barthelemy D, Caraglio Y (2007) Plant architecture: a dynamic, multilevel and comprehensive approach to plant form, structure and ontogeny. Ann Bot 99:375–407
Bazzaz FA (1979) The physiological ecology of plant succession. Annu Rev Ecol Syst 10:351–371. doi:10.2307/2096796
Bazzaz FA, Carlson RW, Harper JL (1979) Contribution to reproductive effort by photosynthesis of flowers and fruits. Nature 279:554–555. doi:10.1038/279554a0
Bertram JEA (1989) Size-dependent differential scaling in branches: the mechanical design of trees revisited. Trees 3:241–253. doi:10.1007/BF00225358
Brown JH, Gillooly JF, Allen AP et al (2004) Toward a metabolic thoery of ecology. Ecology 85:1771–1789. doi:10.1890/03-9000
Canham CD (1988) Growth and canopy architecture of shade-tolerant trees: response to canopy gaps. Ecology 69:786–795. doi:10.2307/1941027
Carmean WH (1972) Site index curves for upland oaks in the Central States. For Sci 18:109–120
Charru M, Seynave I, Morneau F et al (2012) Significant differences and curvilinearity in the self-thinning relationships of 11 temperate tree species assessed from forest inventory data. Ann For Sci 69:195–205. doi:10.1007/s13595-011-0149-0
Chave J, Coomes D, Jansen S et al (2009) Towards a worldwide wood economics spectrum. Ecol Lett 12:351–366. doi:10.1111/j.1461-0248.2009.01285.x
Deng J-M, Li T, Wang G-X et al (2008) Trade-offs between the metabolic rate and population density of plants. PLoS ONE 3:e1799. doi:10.1371/journal.pone.0001799
Ducey MJ (2012) Evergreenness and wood density predict height–diameter scaling in trees of the northeastern United States. For Ecol Manage 279:21–26. doi:10.1016/j.foreco.2012.04.034
Duursma RA, Mäkelä A, Reid DEB et al (2010) Self-shading affects allometric scaling in trees. Funct Ecol 24:723–730. doi:10.1111/j.1365-2435.2010.01690.x
Enquist BJ, Kerkhoff AJ, Stark SC et al (2007) A general integrative model for scaling plant growth, carbon flux, and functional trait spectra. Nature 449:218–222. doi:10.1038/nature06061
Enquist BJ, West GB, Brown JH (2009) Extensions and evaluations of a general quantitative theory of forest structure and dynamics. PNAS 106:7046–7051. doi:10.1073/pnas.0812303106
Genet A, Wernsdörfer H, Jonard M et al (2011) Ontogeny partly explains the apparent heterogeneity of published biomass equations for Fagus sylvatica in Central Europe. For Ecol Manage 261:1188–1202. doi:10.1016/j.foreco.2010.12.034
Gillooly JF, Brown JH, West GB et al (2001) Effects of size and temperature on metabolic rate. Science 293:2248–2251. doi:10.1126/science.1061967
Givnish T (1988) Adaptation to sun and shade: a whole-plant perspective. Funct Plant Biol 15:63–92
Hallé F, Oldeman RAA, Tomlinson PB (1978) Tropical trees and forests: an architectural analysis. Springer, Berlin
Henry HAL, Aarssen LW (1997) On the relationship between shade tolerance and shade avoidance strategies in woodland plants. Oikos 80:575–582. doi:10.2307/3546632
Henry HAL, Aarssen LW (1999) The interpretation of stem diameter–height allometry in trees: biomechanical constraints, neighbour effects, or biased regressions? Ecol Lett 2:89–97. doi:10.1046/j.1461-0248.1999.22054.x
Holmes RL (1983) Computer-assisted quality control in tree-ring dating and measurement. Tree Ring Bull 43:69–78
Humbert L, Gagnon D, Kneeshaw D, Messier C (2007) A shade tolerance index for common understory species of northeastern North America. Ecol Indic 7:195–207. doi:10.1016/j.ecolind.2005.12.002
King DA (1990) The adaptive significance of tree height. Am Nat 135:809–828. doi:10.2307/2462315
Lachenbruch B, Moore JR, Evans R (2011) Radial variation in wood structure and function in woody plants, and hypotheses for its occurrence. In: Meinzer FC, Lachenbruch B, Dawson TE (eds) Size- and age-related changes in tree structure and function. Springer, Dordrecht, pp 121–164
Lambert MC, Ung CH, Raulier F (2005) Canadian national tree aboveground biomass equations. Can J For Res 35:1996–2018. doi:10.1139/X05-112
Lilles EB, Astrup R (2012) Multiple resource limitation and ontogeny combined: a growth rate comparison of three co-occurring conifers. Can J For Res 42:99–110. doi:10.1139/x11-163
Lin Y, Berger U, Grimm V, Ji Q-R (2012) Differences between symmetric and asymmetric facilitation matter: exploring the interplay between modes of positive and negative plant interactions. J Ecol 100:1482–1491
Lin Y, Berger U, Grimm V et al (2013) Plant interactions alter the predictions of metabolic scaling theory. PLoS ONE 8:e57612. doi:10.1371/journal.pone.0057612
Lines ER, Zavala MA, Purves DW, Coomes DA (2012) Predictable changes in aboveground allometry of trees along gradients of temperature, aridity and competition. Glob Ecol Biogeogr 21:1017–1028. doi:10.1111/j.1466-8238.2011.00746.x
Loetsch F, Zöhrer F, Haller KE (1973) Forest inventory. B.L.V., Münich
Maestre FT, Callaway RM, Valladares F, Lortie CJ (2009) Refining the stress-gradient hypothesis for competition and facilitation in plant communities. J Ecol 97:199–205. doi:10.1111/j.1365-2745.2008.01476.x
Millet J (2012) L’architecture des arbres des régions tempérées. Multimondes, Sainte-Foy, QC
Monserud RA (1986) Time-series analyses of tree-ring chronologies. For Sci 32:349–372
MRNF (2009) Normes d’inventaire forestier. Analyse des tiges. Sélection, récolte et mesure en laboratoire. Direction des inventaires forestiers, Ministère des Ressources naturelles et de la Faune du Québec, Québec
Newberry JD (1991) A note on Carmean’s estimate of height from stem analysis data. For Sci 37:368–369
Niklas KJ (1999) Changes in the factor of safety within the superstructure of a dicot tree. Am J Bot 86:688–696
Niklas KJ (2004) Plant allometry: is there a grand unifying theory? Biol Rev 79:871–889. doi:10.1017/S1464793104006499
Obeso JR (2002) The costs of reproduction in plants. New Phytol 155:321–348. doi:10.1046/j.1469-8137.2002.00477.x
Peichl M, Arain MA (2007) Allometry and partitioning of above- and belowground tree biomass in an age-sequence of white pine forests. For Ecol Manage 253:68–80. doi:10.1016/j.foreco.2007.07.003
Pilli R, Anfodillo T, Carrer M (2006) Towards a functional and simplified allometry for estimating forest biomass. For Ecol Manage 237:583–593. doi:10.1016/j.foreco.2006.10.004
Pinheiro J, Bates D, DebRoy S (2007) Linear and nonlinear mixed effects models. R package version 3:57
Pretzsch H, Dieler J (2012) Evidence of variant intra- and interspecific scaling of tree crown structure and relevance for allometric theory. Oecologia 169:637–649. doi:10.1007/s00442-011-2240-5
Pretzsch H, Daubert E, Biber P (2012) Species-specific and ontogeny-related stem allometry of European forest trees: evidence from extensive stem analyses. For Sci. doi:10.5849/forsci.11-102
Price CA, Weitz JS, Savage VM et al (2012) Testing the metabolic theory of ecology. Ecol Lett 15:1465–1474. doi:10.1111/j.1461-0248.2012.01860.x
R Development Core Team (2011)
Reich PB, Wright IJ, Cavender-Bares J et al. (2003) The evolution of plant functional variation: traits, spectra, and strategies. Int J Plant Sci 164:S143–S164. doi:10.1086/374368
Ryan MG, Yoder BJ (1997) Hydraulic limits to tree height and tree growth. Bioscience 47:235–242. doi:10.2307/1313077
Schneider R, Fortin M, Saucier J-P (2013) Équations de défilement en forêt naturelle pour les principales essences commerciales du Québec. Direction de la recherche forestière
Schwinning S, Weiner J (1998) Mechanisms determining the degree of size asymmetry in competition among plants. Oecologia 113:447–455. doi:10.1007/s004420050397
Thomas SC (2011) Age-related changes in tree growth and functional biology: the role of reproduction. In: Meinzer FC, Lachenbruch B, Dawson TE (eds) Size- and age-related changes in tree structure and function. Springer, Dordrecht, pp 33–64
Valladares F (2003) Light heterogeneity and plants: from ecophysiology to species coexistence and biodiversity. In: Esser K, Lüttge U, Beyschlag W, Hellwig F (eds) Progress in botany. Springer, Berlin Heidelberg New York, pp 439–471
Valladares F, Niinemets U (2008) Shade tolerance, a key plant feature of complex nature and consequences. Annu Rev Ecol Evol Syst Annu Rev 39:237–257
Violle C, Navas M-L, Vile D et al (2007) Let the concept of trait be functional! Oikos 116:882–892. doi:10.1111/j.0030-1299.2007.15559.x
Walters MB, Reich PB (2000) Seed size, nitrogen supply, and growth rate affect tree seedling survival in deep shade. Ecology 81:1887–1901. doi:10.1890/0012-9658(2000)081[1887:SSNSAG]2.0.CO;2
Watt MS, Kirschbaum MUF (2011) Moving beyond simple linear allometric relationships between tree height and diameter. Ecol Model 222:3910–3916. doi:10.1016/j.ecolmodel.2011.10.011
West GB, Brown JH, Enquist BJ (1997) A general model for the origin of allometric scaling laws in biology. Science 276:122–126. doi:10.1126/science.276.5309.122
West GB, Brown JH, Enquist BJ (1999) The fourth dimension of life: fractal geometry and allometric scaling of organisms. Science 284:1677–1679. doi:10.1126/science.284.5420.1677
West GB, Enquist BJ, Brown JH (2009) A general quantitative theory of forest structure and dynamics. PNAS 106:7040–7045. doi:10.1073/pnas.0812294106
Acknowledgments
The authors would like to thank the Fonds de recherche du Québec–Nature et technologies, the Ministère des Forêts, de la Faune et des Parcs of the province of Quebec (MFFP), the Natural Sciences and Engineering Research Council of Canada for funding and the MFFP for access to the data. The authors also thank Jean-Pierre Saucier, the anonymous reviewer and the associate editor for their helpful comments and suggestions on an earlier version of the manuscript.
Author information
Authors and Affiliations
Corresponding author
Additional information
Communicated by Marilyn C. Ball.
Rights and permissions
About this article
Cite this article
Franceschini, T., Schneider, R. Influence of shade tolerance and development stage on the allometry of ten temperate tree species. Oecologia 176, 739–749 (2014). https://doi.org/10.1007/s00442-014-3050-3
Received:
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s00442-014-3050-3