Aquatic systems studied
In the present study, we estimate inter-annual differences in temperature patterns from six limnologically diverse dimictic lakes in Europe, and from five stations in the Baltic Sea and three stations in the North Sea. Some relevant physical and geographical characteristics of the study sites are listed in Table 1. The study sites are distributed at latitudes from 47 to 59°N and at longitudes from 6 to 18°E. Altitudes ranged from 0 m in coastal areas (Baltic and North Sea) to 439 m (Saidenbach Reservoir and Lake Greifensee) in mountainous areas. The surface areas of the lakes ranged from 1.5 (Saidenbach Reservoir) to 24 km2 (Lake Erken) at mean depths between 7.4 (Bautzen Reservoir) and 22.3 m (Lake Stechlinsee). The marine systems are characterized by larger surface areas and higher salinity compared to lakes. Salinity ranges from approximately 22 psu in the southeastern North Sea to more than 35 psu in the northwest, where oceanic Atlantic water enters the North Sea. In contrast to the North Sea, the Baltic Sea is a brackish sea with a unique, large estuarine basin (Hinrichsen et al. 2007). Surface salinity has remained fairly constant in the Baltic Sea since 1990, at around 8 psu from the Arkona Basin (between Sweden and Germany) to 16 psu in the Kiel Bight. Salinity changes abruptly below 30–60 m from the more fresh surface waters to the saltier deepwater (Eilola and Stigebrandt 1998). Apart from permanent haloclines, in the Baltic Sea, there is also a temperature layering with dimictic character (Schiewer 2008). Stronger solar heating during spring and summer results in thermal stratification of the water column leading typically to a 10–20-m-thick, warm mixed layer (Hinrichsen et al. 2007). Viewing the tides as providing a persistent ‘‘background’’ level of mixing, thermal stratification develops in early summer and then strengthens throughout the summer months also in the North Sea (Elliott and Clarke 1991; Sharples et al. 2006).
Table 1 General characteristics of the aquatic sites and the time period of the long-term monitoring programme
Saidenbach Reservoir is used as the reference lake of our study as in this system, the CW-concept was developed first (Wagner et al. in press). Long-term meteorological, hydrological, and limnological data sets covering 35 years and the detailed knowledge of the food web structure (Horn and Horn 2008) reveal best preconditions to develop the above described concept.
Data pool
In Saidenbach Reservoir, vertical profiles of water temperature were recorded at 1-m intervals with a digital probe usually at weekly intervals (Horn et al. 2011; Wagner et al. in press; L. Paul, unpublished data). Additionally, we used temperature data from quasi-continuous measurements (hourly) from 2005 to 2009. Temperature data were determined with a thermistor probe every 2 weeks in Bautzen Reservoir (Wagner and Benndorf 2007). Depth profiles of temperature were measured above the deepest point of the southern main basin of Lake Scharmützelsee with a multiparameter probe (Grüneberg et al. 2011; personal communication J. Rücker from BTU Cottbus) and biweekly (partly weekly) close to the deepest point of the oligotrophic Lake Stechlinsee (Mehner et al. 2008; personal communication P. Kasprzak (IGB Berlin)). For Lake Erken (Pettersson et al. 2003), data series of daily measurements of temperature were provided by G. Weyhenmeyer (Uppsala University, personal communication). For Lake Greifensee (Livingstone and Lotter 1998; Bürgi et al. 2003; Franssen and Scherrer 2008), we combined water temperature data measured hourly using an automatic hydro-meteorological station (2006–2010; http://club.swiss-sailing.ch/greifensee/) and thermistor probes (1998–2010, http://www.awel.zh.ch/internet/baudirektion/awel/de/wasserwirtschaft/messdaten/see_qualitaet.html). Water temperature data from Baltic Sea and North Sea are based on quasi-continuous measurements at fixed monitoring stations (Table 1) being a part of an automated monitoring network (MARNET, http://www.bsh.de/de/Meeresdaten/Beobachtungen/MARNET-Messnetz) operated by the Federal Maritime and Hydrographic Agency of Germany (personal communication F. Nast and A.-C. Bohnenstengel (MARNET)). Additionally, we used temperature data measured weekly in Kiel Bight nearby the GEOMAR (http://www.geomar.de/service/wetter/, personal communication C. Clemmensen (IFM GEOMAR)). The site-specific duration of the time series of water temperatures covered by our investigation are shown in Table 1.
For the purpose of our study, we selected water temperatures measured at a depth horizon of 3 m corresponding to the illuminated, warm, wind-mixed layer that represents the epilimnion in lakes or the mixed layer in marine systems (Livingstone and Lotter 1998; Livingstone 2003; Schiewer 2008). Epilimnetic water temperatures are highly correlated with regional-scale air temperatures and show relatively low daily fluctuations (Livingstone and Dokulil 2001; Uhlmann et al. 2011). They control the metabolism and growth rates of many organisms and therefore may evoke a rapid and direct response of aquatic organisms, but also of entire ecosystems to climatic forcing (Edwards and Richardson 2004; Adrian et al. 2006; Wagner and Benndorf 2007). Weekly or biweekly field measurements of water temperatures were linearly interpolated, resulting in time series of daily water temperatures, respectively.
Develop the approach based on the results of Saidenbach Reservoir
Step 1a: Define four phenomenological phases of physical lake characteristics
Acknowledging the strong relationship between climatic conditions and the thermal structure of dimictic aquatic systems, we selected four phenomenologically defined phases of physical characteristics (Uhlmann et al. 2011): the periods of inverse stratification during winter, spring overturn, early thermal stratification and summer stagnation (Table 2). These phases are considered to respond sensitive to climate warming (Benndorf et al. 2001; Livingstone 2003) but also critically influence phenology of key components of aquatic food webs (Adrian et al. 2006; Sommer et al. 2007; Blenckner et al. 2007). Therefore, the term sensitive phase means both climate-sensitive and ecological-sensitive. In temperate systems, the timing of winter stagnation (phase 1) depends on the establishment and duration of the ice coverage (Adrian et al. 1999; Rolinski et al. 2007; Weyhenmeyer et al. 2008) or (if no ice cover) on air and epilimnion temperatures (Hülsmann et al. in press). Following the melting of ice cover and warming of surface water, vigorous vertical mixing induced by wind and surface warming to 4 °C results in homothermy (Livingstone 2003) corresponding to the start of spring overturn (phase 2). Phase 2 is represented by the first day with 4 °C-homothermy in the water depths from 3 m to 10/15 m. We consider early thermal stratification (phase 3) to start when warming of epilimnion water exceeds 10 °C (Rolinski et al. 2007). During summer stagnation, dimictic systems are characterized by a stable thermal stratification with a warm epilimnion and often a successive increase in thickness of the epilimnion layer. As in Europe lake surface waters are typically at their warmest in July or early August (Arvola et al. 2010), phase 4 is fixed to July, without defining a threshold temperature for the start. The criteria used to define the start or end of the sensitive phases are summarized in Table 2. For each year of our reference period (1995–2009), we determined the respective day of the year of start (phase 2 and 3) or end (phase 1) of these phases as well as a mean date.
Table 2 Four phenomenologically defined phases of physical lake characteristics and criteria to determine the start/end of these phases in dimictic temperate systems
For the reference lake (Saidenbach Reservoir), besides water temperature, we analysed climatic variables (i.e., air temperature, irradiance, precipitation, wind speed) measured daily (1999–2010) at a meteorological station located approximately 4 km from the study site (Forchheim, 50.71°N, 13.27°E, 563 m, http://www.landwirtschaft.sachsen.de/Wetter09). To examine potential relationships between macroscale atmospheric processes and thermal properties in Saidenbach Reservoir, the winter (December–March) index of the NAO was taken from http://www.cgd.ucar.edu/cas/jhurrell/indices.html. Spearman rank order correlations were used to evaluate the relationship between these climatic parameters and the epilimnion (3 m depth) temperatures during the four sensitive phases in Saidenbach Reservoir.
Step 1b: Estimate threshold temperatures separating cold from warm phases
We relied on natural climatic year-to-year variability for water temperatures to separate cold from warm phases. Average temperatures for the four phases were calculated on the basis of the daily measured or interpolated time series of epilimnion temperature (phases 1, 3 and 4) and 10-m temperature (phase 2) for every year as time-weighted means of temperatures, respectively. According to the days of year, which are defined by step 1a for the start and end of the four phases in Saidenbach Reservoir, we considered the time period from 1 January to 15 March for phase 1 and water temperatures determined on 1 April for phase 2. To characterize phases 3 and 4, mean epilimnion temperatures were estimated as time-weighted average over the 31 days that followed 1 May and 1 July, respectively. The threshold values were estimated from averages of phase-specific water temperatures during the last two decades (1990 through 2009) rounded to the integer. The time period after 1990 was selected as it represented a period with a consistent warming trend (Rolinski et al. 2007; Bates et al. 2008).
Step 1c: Derive CW-codes for each year of a long-term data set
Based on threshold temperatures defined in step 1b (see also Table 2), we classified phases of a year as cold when time-weighted means of long-term temperature data determined as described in step 1b fell below the threshold or as warm when threshold temperature was equalled or exceeded, resulting in a simple code for each year (e.g., phase 1 warm, phase 2 warm, phase 3 warm, phase 4 cold = WWWC, see 2007 in Fig. 1).
Extend the approach to dimictic aquatic systems along a latitudinal gradient
Step 2a: Develop and validate a model to quantify the latitudinal shift in timing of sensitive phases by using cumulative global irradiation
Global irradiance may control the energy balance of a lake varying with latitude, season, cloud coverage, atmospheric pollution and solar altitude (Edinger et al. 1968; Arhonditsis et al. 2004; Bluszcz et al. 2008). In our empirical model, global irradiation has a threefold role. Firstly, as a causal variable, it is involved explicitly in processes that determine epilimnion temperature directly. Secondly, it is autocorrelated with the other meteorological variables (wind speed, cloud cover and air temperature) that co-determine lake temperature. Thirdly, global irradiance may control the timing (day of year) when a sum of the global radiation is exceeded for given latitudes. Solar irradiance data are collected at local meteorological stations by ground based pyranometers (see step 1a) and by orbiting satellites (NASA and other satellites). These data are easily available from 1978 to the present on the internet (e.g., World Radiation Data Centre, http://wrdc-mgo.nrel.gov/). To compare different latitudes (lat), we used a heuristic algorithm, based on the total sum of the maximal (i.e., cloudless) solar radiation (G
max,lat,t
) during the time period between 1 January (day 1) and a given date (t):
$$ G_{{\text{max,\,lat}}, t} = \sum\limits_{1}^{t} {G_{{\text{max,\,lat}}}} $$
(1)
where G
max,lat is the theoretical daily sum of the global radiation for a given latitude and cloudless sky, but respecting an empirical turbidity coefficient of the atmosphere (T
L
= 2). The daily sum (G
max,lat in kJ cm−2) was calculated by using common astronomical formulae according to the standard procedure of the Society of German Engineers (VDI 3789-part 2 1994); similar formulae can be found elsewhere, for example, in Walsby (1997). The results of the formula were validated against publicly available long-term data from the World Radiation Data Centre. Based on this, a given date (here: start of sensitive phases of physical lake characteristics) can be transferred from one latitude (lat1) to another (lat2) by using the following algorithm:
-
1.
Select a specific date characteristic of a sensitive phase (e.g., 1 May = day 121, representing the mean start of early stratification in the reference system),
-
2.
Calculate the total sum of the global radiation (G
max,lat1,121) for the time period between day 1 and day 121 for this latitude.
-
3.
Find the day t where G
max,lat1,121 = G
max,lat2,t
, that is, the day with the same cumulative radiation since 1 January for another latitude.
The algorithm is intentionally simple using only astronomical relationships, therefore further generalizations will be necessary for an application to other regions of the world, for lakes at higher altitudes or for regions with very strong continentality (Hela 1953). The algorithm was applied in the present study to define the latitudinal shifts in the beginning of the second to fourth phase.
To validate latitudinal shifts in the start of phases estimated by the G
max,lat-algorithm, we used the day of year of the beginning of the respective phase that is determined by applying temperature criteria (second column in Table 2) to all lake sites. Using linear regressions, we tested exemplarily the effect of latitude on the time shift of the start of phases 2 and 3. Slope coefficients of linear regressions quantified rates of change in timing of sensitive phases expressed as days per one degree of latitude. We used paired t test analysis to compare the latitudinal shift in timing of phases determined by G
max,lat-algorithm and by water temperature criteria, respectively (all data were approximately normally distributed).
Step 2b and 2c: Validate temperature thresholds for other study sites and derive CW-code
After determining the latitudinal shift in the start of the sensitive phases as related to timing in our reference lake (Tables 1, 2), steps 1b and 1c are repeated for every site given in Table 1 and every year of the long-term data sets.
Step 2d: Analyse cross-system coherence among lakes at different latitudes and coastal marine systems
We defined spatial coherence as the degree of similarity between time series of CW-codes determined simultaneously in our reference lake and another aquatic system. The concept of coherence in this context is not well defined in a mathematical sense (Livingstone et al. 2010). The degree of similarity was estimated as the relative portion of years of the time-series (expressed as %) in which the CW-codes in the respective study site equalled the classification determined in the reference lake (Saidenbach Reservoir). Additionally, the mean square contingency coefficient Phi and the Odds ratio for the 2 × 2 contingency tables of matching and non-matching classifications were used to discover the strength of agreement. The Phi coefficient is an equivalent to the Pearson correlation for binary data, and the Odds ratio the quotient of the products of the number of matching \( \left( {N_{\text{cc}} \cdot N_{\text{ww}} } \right) \) and non-matching \( \left( {N_{\text{cw}} \cdot N_{\text{wc}} } \right) \) cases: \( {\text{Odds}} = \frac{{N_{\text{cc}} \cdot N_{\text{ww}} }}{{N_{\text{cw}} \cdot N_{\text{wc}} }} \).
In a first step, relative similarities among limnetic and marine systems and the reference lake were estimated for the CW-codes determined by using constant (no site specific) temperature thresholds derived from lakes (phase 1: 3 °C, phase 2: 4 °C, phase 3 14 °C, phase 4: 20 °C). In a second step, the degree of similarity among the reference lake, the five stations in the Baltic Sea and the three stations in the North Sea (Table 1) was estimated for CW-codes derived from site-specific temperature thresholds that are defined as average (±SD) over the stations investigated in the Baltic Sea and the North Sea, respectively.
Application of CW-codes
Step 3a: Analyse trends in the occurrence of patterns of warm phases
The CW-codes determined for the long-term data of our reference lake (Saidenbach Reservoir) were used to analyse exemplarily trends in the occurrence of code patterns since 1975. Trend curves for the probability of warm phases were fitted by using a generalized linear model (GLM) with binomial distribution and logit link (Venables and Ripley 2002). The overall trend of the number of warm periods per year was tested by the Mann–Kendall trend test (Hipel and McLeod 2005) implemented in R package Kendall (McLeod 2011).
Step 3b: Analyse responses of abiotic and biotic criteria to phase-specific patterns of warming
Acknowledging that differences in climate warming between seasons, years and latitudes will influence its effect on organisms according to their life cycle, CW-codes can be used to analyse and subsequently predict direct and indirect responses of abiotic and biotic criteria to warming. As an example, we tested the effect of current CW-code patterns during the four sensitive phases on the stability frequency in the upper 15 m of the water column in Saidenbach Reservoir during July (1988–2009, L. Paul, unpublished data). The Brunt--Väisälä frequency indicating the stability of temperature stratification was calculated from vertical density gradients derived from water temperatures (Uhlmann et al. 2011). Secondly, we analysed whether climate-sensitive phases are considered to be also ecologically sensitive by estimating the effect of cold--warm pattern on the population dynamics of a key plankton species (Daphnia) in Saidenbach Reservoir during August (1998–2009). Daphnia biomass was taken from Wagner et al. (in press). To examine whether the mean stability frequency of the water column or the biomass of Daphnia were related to instantaneous or rather to delayed effects of warming during the four phases, respectively, we used a U test for unequal sample sizes after testing for homogeneity of variances (Levene test). In general, probabilities <0.05 were considered to indicate a significant relationship. Statistical analyses were conducted with SigmaPlot 11.0 (Systat Software, Inc. 2008) and with the R system (R Development Core Team 2011).