Introduction

Evidence accumulated over recent decades provided insights as to how climate change, as a significant part of global change, has already altered and is projected to further alter phenology, distribution, abundance, and invasion potential of species as well as biodiversity at a global or nearly global scale (Dukes and Mooney 1999; Sala et al. 2000; Walther et al. 2002; Parmesan and Yohe 2003; Root et al. 2003; Thomas et al. 2004). Lakes and rivers (Williamson et al. 2008; Adrian et al. 2009; Schindler 2009) as well as ongoing plankton monitoring programmes (Hays et al. 2005) have been recognized as sentinels of global change. Why plankton are particularly good indicators of climate change is discussed in Hays et al. (2005) and Richardson (2008) in exhaustive details. Cladoceran and ostracod remains preserved in the sediment record also have been used to reconstruct past climatic changes in lakes (Chivas et al. 1985; Lotter et al. 1997; Battarbee 2000). Zooplankton are key components of aquatic food webs. Analogous with Drosophila in genetics, Daphnia is known as a model organism in aquatic ecology (Lampert 2006, 2011). Therefore, a better understanding of the role of climate change in altering zooplankton dynamics, structure, and function is of high scientific and economic value. However, we still lack a more holistic summary of recent knowledge of climate change from a freshwater zooplankter perspective.

Temperature is one of the most important factors accounting for variation in nearly all biological rates and times, including metabolic rate (Gillooly et al. 2001), population growth (Savage et al. 2004), life span (Gillooly et al. 2001), and developmental time (Gillooly et al. 2002). Metabolic theory (Brown et al. 2004) suggests that metabolic rate, as a function of body size and temperature, controls ecological processes at all levels of organization from life history characteristics to species interactions and ecosystem processes. Also, virulence varies with temperatures altering the outcome of host–parasite interactions (Mitchell et al. 2005). Temperature rise, however, is not the only phenomenon accompanying climate change, variation in precipitation, wind and subsequent floods, droughts, altered mixing regimes all represent major forcing on the abiotic and biotic template.

This paper aimed at summarizing the observed and projected future effects of climate change on freshwater zooplankton from the ecologist’s perspective. Thus, we focus on the community level responses, and physiological attributes are discussed in more limited details. We dedicated an extra section for modeling studies, as this promising stream of ecology is of particular applicability in climate change research owing to the inherently predictive nature of this field. Not surprisingly, the literature is skewed toward lake plankton, but wherever possible, we draw on examples from running waters as well.

Figure 1 summarizes the documented and projected direct and indirect effects of climate change on freshwater zooplankton within an environmental and trophic framework. First, we have a look at the possible effects of large-scale climatic fluctuations on zooplankton community dynamics. Then, we turn to the trophic level responses and begin to consider variation in community attributes one after the other. We devote an extra section to ultraviolet radiation (UVR) and subsequent variation in zooplankton physiology and community dynamics and demonstrate why and how this has been linked to climate change. We close with a brief review of some sophisticated modeling approaches favored by ecologists in order to gain more information than empirical and experimental studies can provide.

Fig. 1
figure 1

Conceptual model of the possible direct and indirect effects of climate change on freshwater zooplankton. Solid arrows indicate linkage between components while dashed arrows indicate feedbacks. Dotted lines indicate synchronizing effects of NAO, ENSO, and PDO (for more details, see the text). Plus and minus signs indicate potential positive and negative effects on zooplankton. Note, that this model does not represent the food web and the environment in detail, rather sketches relevant tracks of climate change-related impacts from a zooplankter perspective

Large-scale climatic fluctuations

Here, we briefly discuss some well-known large-scale climate patterns focusing on the North Atlantic Oscillation (NAO) and then begin to consider the effects of those on freshwater zooplankton communities.

The NAO is a large-scale climatic oscillation of atmospheric mass between the subtropical Azores high and the subpolar Iceland low, ranging from central North America to Europe and much into Northern Asia. In a large part of the northern hemisphere, climate variability is assumed to be influenced by the NAO, particularly in the winter term (Hurrell 1995). The measure of this oscillation, the winter NAO index, is the difference of normalized sea level pressures between Lisbon, Portugal, and Iceland, Stykkisholmur (Hurrell 1995). The NAO index exhibited a positive trend toward larger values, that is, a positive phase over the 70s, 80s, and 90s (Fig. 2), bringing to milder and wetter winters to western and northern Europe, whereas colder and drier conditions to the Mediterranean region, northern Canada, and Greenland (Hurrell 1995). A similar phenomenon is the El Nino–Southern Oscillation (ENSO) affecting climate variability worldwide, but particularly in the tropical Pacific (Allan et al. 1996) and the Pacific Decadal Oscillation (PDO) accounting for major variation in the North Pacific climate (Mantua et al. 1997).

Fig. 2
figure 2

a The winter (December–March) NAO index throughout the twentieth century and beyond. Data were obtained from the Climatic Research Unit, University of East Anglia (source http://www.cru.uea.ac.uk/cru/data/nao/). b The positive phase of the NAO with the trendline

North Atlantic Oscillation has been recognized as a driving force behind variation in phenology, abundance, distribution, and interspecific relationships acting through direct, indirect, and integrated effects in variable groups and environments (Ottersen et al. 2001; Stenseth et al. 2002). Although the NAO accounts for a major variation of winter climate, it has a memory effect in the community, lasting to almost half a year (Straile 2000; Gerten and Adrian 2000; Blenckner et al. 2007). Large-scale climate indices can have even higher explanatory power than local weather variables (Hallett et al. 2004), because they integrate several weather components both in space and time and thus can be considered as appropriate “weather packages” (Stenseth and Mysterud 2005). Contrasting results obtained from local weather variables and large-scale climate indices may improve our understanding of what features of weather may account for the pattern observed.

The NAO has been linked to zooplankton successional events (earlier CWP: clear-water phase in high NAO years) (Straile 2000; Gerten and Adrian 2000; Wagner and Benndorf 2007) and abundances (Straile and Geller 1998; George 2000; Blenckner et al. 2007; Straile and Müller 2010).

There is now ample evidence of large-scale coherent response of zooplankton to NAO (Straile 2002; Blenckner et al. 2007). ENSO also has been found to synchronize the dynamics of several zooplankton taxa in north-temperate lakes (Rusak et al. 2008). PDO and ENSO have been linked to Daphnia abundance increase in Castle Lake (Park et al. 2004). In response to the positive phase of the PDO, spring breakup dates have shifted earlier in Lake Aleknagik over recent decades and, as a result, daphnids increased in abundance in summer (Schindler et al. 2005). By extending the duration of the stratification period, ENSO and PDO influenced phytoplankton and zooplankton phenologies in Lake Washington (Winder and Schindler 2004a).

The observed behavior of the NAO index, that is, a trend toward a more positive phase, has resulted in a weakening winter stress allowing earlier population growth, reduced mortality (Straile and Stenseth 2007), and overwintering populations (Adrian and Deneke 1996). However, fall warming can have severe consequences for zooplankton overwintering success through early emergence of resting stages, the result of which can be the loss of the cohort, and through switching from sexual to asexual reproduction resulting in delayed production and reduced number of ephippial resting eggs, respectively (Chen and Folt 1996).

Climate variability, such as El Nino-related droughts, may alter zooplankton population dynamics by triggering the emergence of resting stages residing in lake sediments (Arnott and Yan 2002). This may be of significant risk by depleting the egg bank and thus reducing the number of potential colonists when environmental conditions improve (Arnott and Yan 2002). On the other hand, diapausing strategies can help certain species to withstand unfavorable conditions under future environmental change (Hairston 1996).

Food web-related effects: a zooplankter perspective

Bottom–up effects

There is now convincing empirical evidence for increasing dominance of cyanobacteria in response to climate change (Robarts and Zohary 1987; Adrian and Deneke 1996; Mooij et al. 2005; Shatwell et al. 2008; Paul 2008; Paerl and Huisman 2009; Wagner and Adrian 2009). It has received strong experimental (De Senerpont Domis et al. 2007a; Jöhnk et al. 2008) and theoretical (Elliott et al. 2005; Elliott 2010) supports as well; however, some studies have not found better performance of cyanobacteria under rising temperatures (e.g., Moss et al. 2003). Cyanobacteria in general have an arsenal of properties which enable these algae to thrive under climate change and outcompete other phytoplankton including (1) buoyancy regulation, (2) N-fixing abilities, (3) UVR tolerance, and (4) better performance under elevated temperatures (Spencer and King 1987; Robarts and Zohary 1987; Paul 2008). Increased cyanobacteria dominance does not favor herbivorous zooplankton for some reasons: (1) cyanobacteria are poor-quality food for zooplankton (Haney 1987; Brett and Müller-Navarra 1997; Wilson et al. 2006), (2) their filaments cause mechanical interference with the feeding apparatus of filter feeders (“clogging”) (Webster and Peters 1978; Porter and McDonough 1984), (3) they can be toxic for consumers (Hietala et al. 1997; Hansson et al. 2007a), but the direct harmful effects of cyanobacterial toxins to zooplankton have recently been questioned (Wilson et al. 2006). It has been shown that the mechanical interference of filaments with the filtering combs of daphnids decreases with increasing viscosity and declining temperature (Abrusán 2004). Note, however, that small zooplankters (cyclopoid copepods, small-bodied cladocerans, and rotifers) can escape from competition with large-bodied herbivores, for example, Daphnia, and can even benefit from cyanobacteria dominance (Fulton and Paerl 1988; Hansson et al. 2007a; Dupuis and Hann 2009a). Also, calanoid copepods have found to be better suited to cyanobacterial blooms than do cladocerans (Haney 1987).

Thermal stratification and related vertical mixing strongly determine nutrient and light availability for phytoplankton (Diehl et al. 2002). In deep lakes, algal growth in spring is initiated by the stratification of the water column allowing algal cells to be exposed to higher light levels (Reynolds 1984; Gaedke et al. 1998). Many freshwater systems have experienced increased stratification (reduced mixing) and a longer duration of stratification period (King et al. 1997; Gaedke et al. 1998; Livingstone 2003; Winder and Schindler 2004a; Coats et al. 2006; Peeters et al. 2007a). As sinking velocities are a function of cell size, reduced vertical mixing favors small-sized species, species with buoyancy regulation (e.g., cyanobacteria) and motile flagellates over diatoms and green algae with higher sinking velocities (Strecker et al. 2004; Huisman et al. 2004; Winder and Hunter 2008) and thus may alter community structure of phytoplankton. All those are of crucial importance for consumers, as diatoms are known as high-quality food for zooplankton because of their high content of HUFA (highly unsaturated fatty acids) (Brett and Müller-Navarra 1997), whereas cyanobacteria may have several negative effects on grazers as discussed earlier in this section. Increased stratification and reduced mixing also can cut nutrient flux from deeper layers. As a consequence, nutrient conditions in the epilimnion can be limiting for algae (George et al. 1990) and decreased phytoplankton production can lead to the starvation of zooplankton; for instance, in Esthwaite Water, strongly reduced Daphnia abundance in “calm years” was assumed to be the result of food limitation because shallow mixing hampered algal growth through nutrient depletion (George 2000). Daphnids, however, may benefit directly from stratification through a positive response to increased water temperatures and/or indirectly via increased phytoplankton productivity (Straile and Geller 1998).

River flows are projected to decrease or increase worldwide depending on the climate of the catchments (Arora and Boer 2001; Kundzewicz et al. 2007; Johnson et al. 2009) and thus may shape bottom–up effects on zooplankton. Depending on the future flow regime, phytoplankton abundance may considerably increase or decrease in running waters (Phlips et al. 2007), often with an increasing contribution of cyanobacteria under low-flow conditions (Jones et al. 2011).

Top–down effects

Climate warming-related change in habitat structure can induce strong cascading effects in pelagic food webs. A recent example of how this works comes from the study of Manca and DeMott (2009). Climate warming linked change in thermal refuge from fish predators allowed the predatory cladoceran Bythotrephes longimanus (Leydig 1860) to strongly increase in abundance and suppress the population of Daphnia hyalina galeata. Warming can increase the risk of predation by prolonging the period of predators spending in the open water. For example, Leptodora kindtii (Focke, 1844) predation on Daphnia galeata (Sars, 1864) advanced by 13 days per degree warming in Bautzen reservoir, Germany (Wagner and Benndorf 2007).

Climate warming may allow increased predation pressure on zooplankton due to improving growing conditions and decreasing winter mortality of fish (Moore et al. 1996; Mehner 2000; Benndorf et al. 2001; Gyllström et al. 2005; Schindler et al. 2005; Jeppesen et al. 2009, 2010). Furthermore, fish may become smaller and more omnivorous with increasing temperatures implying higher predation on zooplankton (Jeppesen et al. 2010). An important consideration here is that high densities of planktivorous fish and related strong predation pressure, as indirect effects, have the potential to mask the effect of climate change on zooplankton (Schindler et al. 2005). As a result of climate change and resulted changes in lake physical properties, an increase in thermal habitat for cold-, cool-, and warm-water fish was recognized for large lakes and partly for small lakes as well (De Stasio et al. 1996; Fang et al. 1999). Global warming may change the habitat overlap between planktivorous fish and their prey both spatially and temporally, but the outcome of this predator–prey interaction may vary with species and localities (De Stasio et al. 1996; Helland et al. 2007). High predation pressure by fish may constrain zooplankton vertical migration under climate warming (De Stasio et al. 1996). In shallow lakes, fish kills are expected to increase due to decreasing water levels (McGowan et al. 2005) and shortening of the ice cover period will, in turn, favor fish (Fang et al. 1999; Jackson et al. 2007).

Shift in phenology

Phenology is the study of seasonally recurring events in nature and it has been widely used as indicator of climate change (Walther et al. 2002; Root et al. 2003; Visser and Both 2005). Phenological response to global warming is now fairly acknowledged and documented in a variety of plant and animal species worldwide (see Parmesan and Yohe 2003; Root et al. 2003; Parmesan 2007; Thackeray et al. 2010). When the time lag between population peaks of prey and predator increases, a mismatch between food availability and food requirement may arise (Cushing 1969). Climate change is increasingly recognized as the driver of such mismatches between predator and prey by triggering phenological events in an asynchronous way (Durant et al. 2007).

This decoupling is a result of different phenological responses of interacting species. Such decoupling was reported from Lake Windermere (George and Harris 1985) and Lake Washington (Winder and Schindler 2004b). In the latter case, an advancement in the onset of thermal stratification in spring resulted in a forward shift of the phytoplankton bloom. While the rotifer Keratella cochlearis (Gosse, 1851) appeared to adapt its phenology, Daphnia pulicaria (Forbes, 1893) was not able to do so and declined in abundance. The authors proposed that the different life history strategy and thus the different hatching cues used by the cladoceran may explain the mismatch. For the marine alternatives, see Edwards and Richardson (2004) and Richardson (2008). In order to interpret these shifts in phenology, Visser and Both (2005) called for a yardstick, a measure that will reflect a species success or failure to match its environment under climate change. Such a yardstick can be the shift in phenology of food abundance. Decoupling of the trophic relationship between the keystone herbivore Daphnia and its algal prey can result in the absence of the spring clear-water phase as shown by De Senerpont Domis et al. (2007b) with a seasonally forced predator–prey model.

Climate change-related change in lake physical properties and subsequent change in algal numbers and community structure might explain much of the variation in phenology. There is growing evidence for an advancement of phenological events in zooplankton (Table 1). Observed shifts in phenology ranged from 1 week in Bosmina sp. and Keratella sp. (Gerten and Adrian 2000) to 3 months in Bythotrephes longimanus (Manca et al. 2007). Theoretical studies also suggest that phenological events in freshwater zooplankters will advance considerably (Schalau et al. 2008; Sipkay et al. 2008; Vadadi-Fülöp et al. 2009). An important consideration here is the advancement in the timing of the CWP (e.g., Gerten and Adrian 2000; Straile 2002; Wagner and Benndorf 2007).

Table 1 Documented and simulated phenological changes in freshwater zooplankton in response to climate change

Zooplankton phenology is a result of selective forces in the benthic and the pelagic, thus hatching from dormant stages may affect zooplankton population dynamics and seasonal succession (Gyllström and Hansson 2004). Spring warming is likely to induce earlier emergence from resting stages (Chen and Folt 2002). Temperature and photoperiod are the major factors affecting emergence in zooplankton (Gyllström and Hansson 2004; Gilbert and Schröder 2004). Increased temperatures and shorter photoperiod have found to decrease Daphnia emergence from resting eggs while rotifers were less affected (Dupuis and Hann 2009b). Dupuis and Hann (2009b) argued that lakes with strong dependence on the egg bank, that is, low portion of overwintering individuals, are likely to fail to control algal growth because Daphnia hatching success decreases with climate change. Different zooplankton species use different temperature–photoperiod cues; therefore, the outcome will vary with environmental forcing (Dupuis and Hann 2009b). Earlier ice-out was associated with increased hatchling abundance of Daphnia pulicaria in both the laboratory and in Oneida Lake (Cáceres and Schwalbach 2001), suggesting a possibility to advance phenological events in this species. Sediment resuspension and sediment mixing are likely to facilitate hatching (Hairston and Kearns 2002; Gilbert and Schröder 2004), both of which are more likely to occur in shallow lakes (Gilbert and Schröder 2004). Hatching often occurs over a short period, particularly in early spring (Cáceres 1998; Gilbert and Schröder 2004); thus, climate warming-related change in temperature and photoperiod cues of dormant stages are very likely to affect emergence and zooplankton dynamics.

Shift in body size

It has long been acknowledged that predation and filamentous algae can constrain zooplankton size structure (Brooks and Dodson 1965; Webster and Peters 1978; Porter and McDonough 1984). Furthermore, Hansson et al. (2007a) suggest that even cyanobacterial toxins can cause a reduction in adult size of Daphnia. Climate warming may have both direct and indirect effects on body size. It has been shown that increasing temperatures shifted the zooplankton assemblage toward smaller forms (Moore and Folt 1993; Strecker et al. 2004; Molinero et al. 2006; Dupuis and Hann 2009a); however, some studies have not supported these findings (McKee et al. 2002; Gyllström et al. 2005). As size structure of zooplankton has high-order ecological functions of which energy flow and food web interactions are readily relevant to this topic (see Alvarez-Cobelas and Rojo 2000), its reduction is likely to alter water clarity, nutrient regeneration, and fish abundances (Moore et al. 1996).

Body size in copepods (Gophen 1976a), cladocerans (McKee and Ebert 1996; Giebelhausen and Lampert 2001; Chen and Folt 2002; McKee et al. 2002), rotifers (Stelzer 2002), and protists (Atkinson et al. 2003) was smaller when reared under higher temperatures; however, some studies seem to contradict those findings (Atkinson 1995; Weetman and Atkinson 2004). Increasing temperatures have been coupled with decreasing body size in over 80 % of aquatic and terrestrial ectotherms studied (Atkinson 1994). Several explanations have been proposed to elucidate those findings (see Atkinson 1994; Atkinson and Sibly 1997; Weetman and Atkinson 2004). Perhaps, the most important view is that higher temperatures are coupled with increasing metabolic costs (e.g., Gophen 1976b). In a very recent meta-analysis on ectotherm aquatic organisms including also zooplankton, there was evidence of decreasing body size both at the community and individual levels in response to climate change (Daufresne et al. 2009).

Shift in abundance

Analysis of long-term zooplankton time series suggests that increased climate variability may increase the frequency of extreme demographic events either increasing or decreasing long-run population growth rates (Drake 2005). Simulations highly support this view, by showing that the amplitude of fluctuations of the herbivorous zooplankton stock increases with temperature while the mean biomass and minimum values decrease in comparison with steady state predictions (Norberg and DeAngelis 1997). When subject to environmental stress, the mean densities of all interacting species in a community will shift in a complex pattern determined by the sensitivity of all species to the environmental stressor and the indirect effects of species interactions (Ives 1995). To disentangle the direct effects of increased water temperature from the indirect effects of species interactions on the abundance of zooplankton remains to be a key question. Some studies have shown that zooplankton abundance benefited from increased water temperatures indirectly through increased food resources (Molinero et al. 2006; Visconti et al. 2008) or increased spatio-temporal refuge from predators (Manca et al. 2007). In contrast, the response of Daphnia to increased water temperatures was merely a direct effect and was not mediated by change in algal numbers or mixing depth in deep Lake Constance (Gaedke et al. 1998; Straile 2000) and Lake Baikal (Hampton et al. 2008). Recent evidence suggests that the response of zooplankton to warming is strongly dependent on the temporal pattern of elevated water temperatures rather than on a warming at a fixed time (Huber et al. 2010). Warmer water temperatures, however, do not warrant change in zooplankton biomass either directly or indirectly (McKee et al. 2002; Arnott et al. 2003).

Shallow lakes do not stratify and thus primary production does not depend on the onset of stratification in spring, but rising temperatures can fuel algal blooms often associated with high cyanobacteria biomass (Mooij et al. 2007; Dupuis and Hann 2009a). As a consequence, daphnids decrease in abundance while small forms (bosminids, rotifers) often increase their numbers (Dupuis and Hann 2009a). Shallow lakes can abruptly shift from a macrophyte-dominated clear-water state to a more turbid state where phytoplankton prevail and vice versa (Scheffer et al. 1993). The turbid state does not favor zooplankters due to harmful algal blooms, lack of refugium (due to the absence of macrophytes), and increased predation pressure (Scheffer et al. 2001; Mooij et al. 2007; Scheffer and Van Nes 2007). There is emerging evidence that climate warming can lead to such abrupt shifts between alternative stable states (Scheffer et al. 2001; Folke et al. 2004; Scheffer and Van Nes 2007). The role of zooplankton grazing in stabilizing the macrophyte-dominated clear-water state of lakes has long been acknowledged (Lampert et al. 1986).

Duration of ice cover and spring breakup dates has been linked to large-scale atmospheric forcing both in deep (Schindler et al. 2005) and shallow (Dokulil and Herzig 2009) lakes. Ice conditions also act upon phytoplankton and zooplankton dynamics severely (Dokulil and Herzig 2009). In a shallow polymictic lake, ice duration affected the timing and magnitude of the spring abundance of rotifers and daphnids but not of bosminids and cyclopid copepods (Adrian et al. 1999). In deep Lake Aleknagik, earlier breakup dates were associated with increased Daphnia densities, but they had a weak effect on other crustaceans (Schindler et al. 2005). Preston and Rusak (2010) found a negative relationship between ice-off date and annual zooplankton density in Northern Wisconsin lakes. Similarly to lakes, rivers have experienced a decline in ice cover duration over recent decades (Magnuson et al. 2000) and ice cover variability has been linked to atmospheric forcing (Yoo and D’Odorico 2002).

Shift in diversity

Climate change has been shown and projected to affect freshwater biodiversity through altering species extinction rates, causing range shift in species distribution, altering invasion success of non-native species and fuelling regime shifts (Sala et al. 2000; Mooij et al. 2005; Wrona et al. 2006; Heino et al. 2009). The linkage between diversity and ecosystem stability has long been puzzled ecologists giving rise to one of the most illustrious debates in ecology. A large body of evidence suggests that diversity contributes to ecosystem stability, although not the driver of this relationship (McCann 2000; Loreau et al. 2001). By the reduction in the temporal variation and increasing the temporal mean of productivity, higher species richness warrants ecosystem functioning to be maintained in a fluctuating environment (Insurance Hypothesis, Yachi and Loreau 1999). If diversity continues to decline as has been reported in a global extent (Sala et al. 2000), we expect this will be further exacerbated by some internal mechanisms. Theory suggests that weak interactions in food webs attenuate strong destabilizing consumer–resource interactions and thus tend to stabilize communities (McCann et al. 1998). Decreasing biodiversity is likely to increase the overall mean interaction strength between species, and thus increase the probability that ecosystems undergo destabilizing dynamics and collapses (McCann 2000; Perkins et al. 2010).

It has been shown that diversity increases with increasing temperatures and this pattern is fairly predictable from the biochemical kinetics of metabolism (Allen et al. 2002), which may act against diversity loss at some regions. Indeed, it has been suggested that zooplankton diversity may increase in the boreal region as a result of a northward shift of some species (Schindler 1997; Heino et al. 2009). Microcosm experiments on aquatic microbes showed that warming increased extinction risk of top predators and herbivores disproportionately, while it had only a weak effect on producers and bacterivores (Petchey et al. 1999). Zooplankton species richness seems to be sensitive to climate forcing even at a short timescale (Stemberger et al. 1996). In some Northern Wisconsin lakes, Preston and Rusak (2010) did not found significant effect of interannual climate variability (represented as ice cover variability) on zooplankton diversity and density was inversely related to ice-off dates though. In microcosm experiments, warming did not affect cladoceran diversity, instead top–down and bottom–up effects were of crucial importance in regulating it (McKee et al. 2002).

In a very recent meta-analysis incorporating 53 lakes in the temperate zone over North America and Europe, Shurin et al. (2010) suggested that temperature variability in lakes favors zooplankton species richness on interannual and seasonal timescales as well. In rivers, the flow regime is thought to be a major driver of biodiversity and ecosystem integrity (Poff et al. 1997; Poff 2002), the magnitude, duration, and timing of which have undergone remarkable changes over recent times (Kundzewicz et al. 2007), with potential implications for zooplankton diversity. One example comes from the Daugava River (Belarus, Latvia), where a decline in zooplankton diversity has been documented over recent decades (Deksne et al. 2010).

Shift in distribution and invasion

Under a warming climate, species are expected to shift their distribution toward higher altitudes and latitudes. There is some evidence to confirm climate change-related range shifts in freshwater zooplankton (Schindler 1997; Sarma et al. 2005; Heino et al. 2009). In general, there is more evidence for range expansions than range retractions in response to climate change, although it appears to be confounded by interpretation and sampling failures (Thomas et al. 2006). Instead of such shifts in species distribution, the success of invasive or imported species in freshwater systems seems to be a more apparent phenomenon with regard to climate change.

Biological invasions are now acknowledged as a significant component of global environmental change (Vitousek et al. 1997), which, in turn, is likely to exacerbate the competitive and ecosystem-level impacts of invasions (Dukes and Mooney 1999). Altered thermal and stream flow regimes may influence the pool and the establishment of non-native species and alter the impact of those colonists (Rahel and Olden 2008). One of the most striking and well-documented examples of climate change-related invasions in freshwater zooplankton is the invasion success of Daphnia lumholtzi (Sars, 1885) in southern US reservoirs (Havel and Medley 2006). This subtropical Old World cladoceran appears to take advantage of the late summer thermal niche, when water temperatures often exceed 25 °C and native cladocerans decline in abundance concurrent with low-quality food (Work and Gophen 1999; Lennon et al. 2001). Furthermore, reproductive rates of D. lumholtzi have been shown to be comparable with those of other daphnids and at temperatures above 25 °C, D. lumholtzi can outperform some Daphnia spp. (Lennon et al. 2001). Despite its success, D. lumholtzi is not expected to have major impact on the native zooplankters, as it occupies only a narrow temporal window during plankton succession (Work and Gophen 1999).

As a result of Bythotrephes longimanus invasion, species richness, abundance, and diversity of native zooplankton, particularly cladocerans, strongly declined in some North American lakes (Yan et al. 2001; Strecker et al. 2006). Studies on European and American populations of B. longimanus revealed that abundance and invasion success of Bythotrephes were linked to the duration and thickness of a deep, warm-water refuge from planktivorous fish (Yan et al. 2001; Manca et al. 2007; Manca and DeMott 2009) and thus were associated with climate change-related variation in lake thermal properties at least in Lake Maggiore (Manca et al. 2007; Manca and DeMott 2009).

Effect of ultraviolet radiation

Ozone depletion-related increase in solar UVR is now fairly recognized, but recent studies pointed out that global warming can increase ozone depletion by further cooling the stratosphere (Shindell et al. 1998; Hartmann et al. 2000) and thus affecting UV stress in freshwater. The major determinant of UV penetration into the water is DOC (dissolved organic carbon), the concentration of which, in turn, can be regulated by climate variability (Williamson et al. 1996; Cooke et al. 2006). Precipitation increases DOC and thus reduces UV transparency in lakes (Williamson and Rose 2010). Decreasing concentrations of DOC often accompany lake acidification; therefore, zooplankton inhabiting acidified lakes are likely to experience increased UV stress (Schindler et al. 1996; Williamson et al. 1996). In stratified lakes, UVR in the epilimnion can damage zooplankton under oligotrophic, but not under eutrophic conditions (Zagarese et al. 1994; Williamson et al. 1994), whereas shallow waters are subject to increased UV penetration. Grazing may increase UV transparency through decreasing the density and altering the size structure of phytoplankton or decreasing the release of dissolved organic matter (DOM) by phytoplankton; thus, zooplankton can contribute to the development of a UV clear-water phase (Williamson et al. 2007). UVR can also affect survival and fecundity of zooplankton (Leech and Williamson 2000; Grad et al. 2003; Persaud and Williamson 2005), as well as alter abundance of food resources or predators (“solar cascade hypothesis”—Williamson 1995; Williamson et al. 1999).

Three major mechanisms help a zooplankter to cope with UV stress, including (1) accumulation of photoprotective compounds, such as carotenoids or mycosporine-like amino acids (MAAs), (2) performing DNA repair mechanisms (e.g., photoenzymatic repair—PER), and (3) avoiding surface waters through undergoing diel vertical migration (DVM) (Leech and Williamson 2000). Recent plankton ecology recognizes UVR as a contributing force behind DVM in low-DOC lakes (Storz and Paul 1998; Alonso et al. 2004; Williamson et al. 2011), predation and other mechanisms are thought to be more often the cause of such behavior in lakes with higher DOC content (Leech et al. 2005).

Ultraviolet radiation tolerance has not been found to be related to zooplankton body size or lake transparency (Leech and Williamson 2000); however, it has been found to vary with age (Leech and Williamson 2000; Grad et al. 2003) and taxon (Cabrera et al. 1997; Leech and Williamson 2000; Häder et al. 2003). Rotifers and copepods appeared to be less sensitive to UVR than cladocerans (Leech and Williamson 2000; Leech et al. 2005), raising the concern of altering ecosystem function (Leech and Williamson 2000), as Daphnia is a keystone species in aquatic food webs and one of the most effective grazers of phytoplankton. Copepods and cladocerans differ in their responses to UVR, with copepods using protective pigments, while cladocerans are more likely to exhibit DVM (Hansson et al. 2007b).

Ultraviolet radiation affects phytoplankton growth, community structure and nutritional quality, and thus has potential consequences for zooplankton grazers. A number of studies demonstrated that phytoplankton growth rates decrease under UVR (e.g., Xenopoulos et al. 2002; Germ et al. 2004); however, some algae successfully cope with increased UV stress (Sinha et al. 1998). Algae exposed to UVR have found to be of reduced nutritional quality for zooplankton (Hessen et al. 1997; De Lange and Van Donk 1997; Gulati and Demott 1997). Daphnids fed on UVB-irradiated algae showed decreased size, reduced growth rates, and reduced fecundity (De Lange and Van Donk 1997; Scott et al. 1999; De Lange and Van Reeuwijk 2003), but Leu et al. (2006) found no significant effect on Daphnia magna (Straus, 1820). How UV-irradiated algae act upon zooplankton grazing rates is difficult to predict and seems to depend on the food item and grazer used in the study (Scott et al. 1999; Germ et al. 2004). Temperature and UVR appear to interact in controlling phytoplankton growth rates and community structure (Williamson et al. 2010). UVB radiation thus has strong implication for food web dynamics by modifying the energy transfer between trophic levels (Xenopoulos et al. 2002; De Lange and Van Reeuwijk 2003).

Beyond the bird’s eye view: the modeling approach

The development of a model of the climate system based on different emission scenarios, reflecting estimates of economic trends and greenhouse gas emissions both from optimistic and pessimistic points of view, allows one to asses potential future impacts of climate change (IPCC 2007). These models, referred to as general circulation models (GCM) and their regional counterparts (regional circulation models—RCMs), are capable of making quantitative predictions of future climate and thus their outputs have recently been used in biological models.

Peeters et al. (2007b) distinguished between two modeling approaches in aquatic ecology: one focusing on phytoplankton response with minimalist models (Gragnani et al. 1999; Huisman et al. 2002; Huppert et al. 2002), and a second one with more sophisticated models including modeling of nutrient and population dynamics. Nutrient–phytoplankton–zooplankton (NPZ) models have frequently been used to predict zooplankton dynamics, where species of similar ecological functions are grouped into functional groups (guild) (see Richardson 2008 and references therein). Now, we have a look at the models relevant to climate change studies:

  1. 1.

    The first approach includes hydrological models or model systems of physical origin often associated with chemical factors. These models operate on the premise that the abiotic template varies with changing climate and populations will reflect those variation (e.g., Hostetler and Small 1999; Blenckner et al. 2002; Gooseff et al. 2005; Andersen et al. 2006).

  2. 2.

    A second type of approach serves quantitative forecasts about community attributes or population and food web dynamics. Based on the complexity dimension and the assumptions they work with, those models can be further refined:

    1. (a)

      First, several models focus on special issues of great importance. These models can be fairly complex with a number of input parameters; nevertheless, they operate only within a narrow range of assumptions attributed to the specific question the model is created to solve or the specific environment the model works in (e.g., Hartman et al. 2006; Matulla et al. 2007; Peeters et al. 2007b).

    2. (b)

      Second, ecosystem models operate with a number of variables (e.g., nutrients and light) often coupled with physical models (e.g., Krivtsov et al. 2001; Malmaeus and Håkanson 2004; Elliott et al. 2005; Mooij et al. 2007; Komatsu et al. 2007). Such models run the risk of being too complicated owing to the vast number of variables (Omlin et al. 2001).

    3. (c)

      Third, tactical models represent an alternative approach of a larger degree of uncertainty. Such an approach neglects some ultimate drivers and tends to focus on the core of the process, still it can provide fairly significant pieces of a puzzle when the overall system behavior is to be disentangled. Such models do not aimed at serving biological interpretation of mathematical operations, rather stress predictions of considerable applicability (e.g., Hufnagel and Gaál 2005; Sipkay et al. 2008, 2009, 2012; Vadadi-Fülöp et al. 2009).

Beyond doubt, ecosystem models are the best option for a more deeper understanding as to how climate change will act upon zooplankton communities. State-of-the-art approaches also begin to realize the emerging role of indirect community interactions. The methodology of models that can bring significant pieces of information to the field of climate research, however, has not yet been elaborated to the desired level (Sipkay et al. 2009). There is a lack of synthetic models requiring quite a large number of variables which simply cannot be measured, obtained, or even grasped the significance. That is why ecologists by necessity make a compromise between exactitude and reality and create tactical models aiming at underlining the most important variables accounting for the major variation in community dynamics. One sophisticated example is to validate a strategic model of a theoretical community to field data and then develop a tactical model (e.g., Sipkay et al. 2012). The choice also depends on whether we are interested in the interpretation of some a priori time series (tactical models) or the objective is to shed some new light on a theory (strategic models).

Conclusions

It is now increasingly recognized that freshwater zooplankton have exhibited shifts in phenology, abundance, distribution, size spectra, and community structure in response to climate change. Despite some coherence in patterns, the direction and magnitude of those changes seem to be dependent on system properties and species. The phenology shift reported for freshwater zooplankton matches or even exceeds those of the marine zooplankton and terrestrial species. Many species of zooplankton have advanced their phenology either directly in response to the climate signal or indirectly. The different rates of shift between predator and prey or the lack of shift in either of them have the potential to decouple trophic interactions in food webs. This mismatch in phenology has been documented in freshwater zooplankton as well, the frequency of which, however, is currently unknown.

A significant portion of studies are centered upon the relationship between interannual variation of zooplankton time series and large-scale climate patterns. The usefulness of climate indices in plankton ecology received considerable support. However, intrinsic density-dependent and extrinsic density-independent processes (e.g., climate change) often interact in a nonlinear way; therefore, predicting the possible effects of climate forcing on population dynamics remains to be a great challenge (Stenseth et al. 2002).

Ives (1995) suggests that species with unique ecological functions, that is, those that interact strongly with others, are strongly buffered against environmental change because community interactions create strong negative feedbacks against change in their mean density. What stems from this theory is that strongly interacting species might make poor indicators of climate change (Ives 1995); thus, Daphnia, known as a keystone species (Lampert 2006), may have more limited relevance in climate research than previously assumed. What impact will this hypothesis have on aquatic ecology? As we have seen, overwhelming evidence of climate change impact on zooplankton comes from Daphnia studies; therefore, in the future, ecologists should expand their research on species beyond daphnids.

Much of our recent understanding of climate change-related impacts on freshwater zooplankton derives from lakes. Nevertheless, we expect climate change to shape riverine zooplankton (potamoplankton) communities as severe as lake plankton. Owing to the four-dimensional nature of running waters (Ward 1989), the response of zooplankton may show some unique features, for example, shift in biomass maximum in upstream or downstream directions as has been demonstrated for phytoplankton in the Elbe River (Quiel et al. 2011). The outcome may vary considerably depending on future streamflow patterns, which represent an additional stochastic component in predicting plankton dynamics of running waters. In many regions, an increasing magnitude and frequency of floods are projected to occur (Kundzewicz et al. 2007), which can act as reset mechanisms or can restructure plankton assemblages.

Although there is a need for continuing long-term monitoring programmes worldwide, the authors suspect that dozens of time series exist without being placed into a global change framework. This solid body of data may be of particular applicability, because ecological models need to be validated against long-term series. On the other hand, many time series are not easy to access or simply have not been digitalized yet. However, it is not an easy task to disentangle the effects of climate change and confounded impacts of eutrophication and other anthropogenic pressures in time series analyses. A key question remains how to differentiate between different direct and indirect effects of climate change. Fitting together the triad of empirical, experimental, and modeling perspectives will bring into a better understanding of climate warming-related patterns in ecology.

In the future, studies may benefit from (1) moving beyond correlative approaches toward more mechanistic explanations, (2) addressing questions as to how different intrinsic and extrinsic drivers interact, (3) using functional groups as possible indicators of climate change rather than single species, (4) contrasting results obtained from local weather variables and large-scale climate indices, (5) facilitating transfer of biological data both across space and time so as to establish plankton databases with open access similarly to the marine alternatives (e.g., COPEPOD—Coastal & Oceanic Plankton Ecology, Production & Observation Database; CPR—Continuous Plankton Recorder Survey), (6) paying more attention to running waters, UV-induced effects and species beyond daphnids.