Study species
Olea europaea
Originating in the Mediterranean basin, European olive (Olea europaea L., Oleaceae) was introduced to California in the late 1700s (Connell 2004). The tree is widespread in California today, mostly in orchards or windbreaks. Fruits are large drupes, deep purple to black at maturity, each containing a single seed with a very hard testa.
Olea europaea fruits are dispersed effectively by birds in the Mediterranean (Rey and Alcántara 2000) and in Australia, where O. europaea is invasive in natural areas (Spennemann and Allen 2000b). Abandoned O. europaea groves in Australia are now seed sources for naturalizing populations dispersed by birds; a lag phase of approximately 200 years occurred prior to the invasion (Besnard et al. 2007; Spennemann and Allen 2000a). Feral stands have dense, long-lived canopies under which heterospecific trees can rarely establish (Spennemann and Allen 2000a).
Triadica sebifera
Chinese tallow (Triadica sebifera (L.) Small or Sapium sebiferum (L.) Roxb., Euphorbiaceae) is native to eastern Asia and has been planted for the past 40 years in northern California as an ornamental landscaping tree. The species has become highly invasive in the southeastern U.S., where it infests large floodplain, wetland, and low-lying forest areas, enriching soil and forming monocultures that displace native species (Bruce et al. 1997; Cameron and Spencer 1989; Jubinsky and Anderson 1996). Fourteen bird species in the invaded region have been shown to consume T. sebifera seeds (Renne et al. 2000). Fruits are capsules that dehisce with maturity to reveal 2–3 round seeds, each encased in a white, waxy aril.
Although T. sebifera’s moisture requirements exclude it from colonizing California’s dry uplands, climate modeling predicts that the species will successfully establish in the state’s highly-threatened riparian areas (Pattison and Mack 2008). Current spread into natural areas has been observed at a small number of riparian sites in northern California (Bower et al. 2009), but widespread and rapid invasion has not yet occurred. Since a substantial lag phase passed prior to invasion in the Southeast (Bruce et al. 1997), it is logical that the species may be exhibiting a similar delay before greater invasiveness in California (Bower et al. 2009).
Ligustrum lucidum
Glossy privet (Ligustrum lucidum W. T. Ait., Oleaceae), native to Asia, is a problematic invader in Florida, Japan, Australia, New Zealand, and Argentina (Aragón and Groom 2003; Dehgan 1998; Hashimoto et al. 2005; Panetta 2000) and an emerging invader in South Africa (Nel et al. 2004). Fruits are blue-black berries, smaller than those of the other study species, and borne in panicles with dozens to hundreds of fruits per infructescence. Individual tree fruit loads can be very large (e.g., 3 million fruits for an individual in moist conditions in Australia) (Swarbrick et al. 1999). While L. lucidum generally invades areas with abundant or elevated soil moisture (Hashimoto et al. 2007; Panetta 2000; Swarbrick et al. 1999) and is therefore probably limited in California to riparian zones, it can grow in a broad range of light, temperature, and soil conditions (Aragón and Groom 2003; Lichstein et al. 2004; Swarbrick et al. 1999). It dominates shrub and small tree strata in invaded regions (Panetta 2000). Soil fertility and understory light penetration were decreased and native sapling mortality increased where L. lucidum had invaded in Argentina (Lichstein et al. 2004). The tree’s dense, shallow root system depletes soil nutrients and water (Swarbrick et al. 1999).
Birds effectively disperse L. lucidum in its invaded regions. In Argentina, 11 resident bird species were observed eating L. lucidum fruits, with some birds acting as dispersers and others as seed predators (destroying seeds through crushing or other damage) (Montaldo 1993). In Australia, L. lucidum and its congener, L. sinense, represented three-quarters of the diet of native pied currawongs (Strepera graculina) during the fruiting season (Spennemann and Allen 2000b). Seventeen bird species were observed utilizing L. lucidum for various purposes in New South Wales, where the species has replaced extirpated native food sources (Ekert and Bucher 1999).
While L. lucidum has been observed spreading in certain localities in California (S. Mason, pers comm), its overall naturalized distribution and spread at the state level are unknown (DiTomaso and Healy 2007). The species is common in urban, irrigated areas throughout central and southern California, planted as a landscaping and hedge species.
Heteromeles arbutifolia
Toyon (Heteromeles arbutifolia Lindl., Rosaceae) is native to California and was utilized as a comparison species for all analyses. Although it differs from non-native study species in fruit color (red vs. purple, purple-black, and white) and growth form (tall shrub vs. short tree), it is the only native fleshy-fruited plant growing in all study sites and fruiting simultaneously with non-native study species. It grows as a shrub or small tree and is common in chaparral and mixed oak woodland communities (Hickman 1993). Fruits are round, bright-red pomes, borne in panicles of dozens to hundreds at the tips of branches; each plant can produce tens to hundreds of thousands of fruits per year (pers. obs.).
Study sites
I selected multiple, geographically distant study sites (treated as blocks in statistical analyses) for observations of each study species (Fig. 1). In all, six study sites were utilized in three counties (Butte, Yolo, and Sacramento). Because not all study species occurred in all study sites, each of the four plant species was examined in at least three and not more than four of these sites (Fig. 1). Observations were conducted on a total of 12 stands of each species. I employed at least three stands per site-species combination, except for O. europaea in the Big Chico Creek Ecological Reserve, of which only two stands exist.
All study sites were located in the Sacramento River Valley of California, between 38°27′N and 39°53′N. The region is characterized by a mediterranean climate, receiving the large majority of its precipitation during the cool winter months. Agricultural fields, broken by urban pockets and remnant riparian corridors, dominate the valley. The abundance of agriculture provides ample food for wildlife and may be partially responsible for the high winter bird diversity (approximately 170 species) found in the region (Engilis 1995). Higher elevation regions at the valley’s edges support chaparral and oak-grassland habitats.
Because two study species (T. sebifera and L. lucidum) are thus far largely restricted to urban zones where they have been planted, four of the six study sites were urban areas: Sacramento, Davis, Woodland, and Chico. Focal stands (3 or more reproductive individuals in close proximity) of study species were selected in urban parks and greenbelts.
The two rural study sites had stands of O. europaea and H. arbutifolia (Fig. 1). The first of these was the Putah Creek riparian zone between the city of Davis and the coast range foothills. This site included fallow agricultural fields and chaparral sites adjacent to riparian vegetation. The second rural site was the Big Chico Creek Ecological Reserve (BCCER), located in the chaparral- and oak-dominated foothills of the northern Sierra Nevada, upstream from the city of Chico.
Bird removal and consumption of study species fruits
Fruit traps: mutualism efficiency (overall proportion of fruits removed)
To estimate the proportion of fruits removed by bird foragers, I placed fruit collection traps beneath study tree canopies. Traps were large buckets of heavy plastic, 38 cm in diameter, covered with concave Bird Block® netting with 1 cm2 mesh size to prevent vertebrate entry (for O. europaea, since fruits are larger, I instead used concave hardware cloth with 2 cm-width openings). Holes at the bottom of the buckets permitted rainwater to exit, but were covered with screen to keep seeds inside. Each trap was anchored with two pieces of 1.2 m rebar, driven 45 cm into the ground and connected to the trap with zip-ties. Two traps were placed on the ground under randomly-selected trees at each of four stands in two sites per study species, for a total of 32 sampled trees. In trap placement, the outer trap edge was aligned directly beneath the outer edge of the tree’s canopy. Traps remained in place throughout the fruiting season until all ripe fruits had fallen or been removed from the tree by bird foragers. Traps were checked weekly to ensure that they remained in place and that their mesh covers were undisturbed.
To estimate the total fruit load of sampled trees, I measured the tree canopy diameter and counted the fruits in the canopy slice formed by a random 1-m arc of the tree’s perimeter, then extrapolated over the full tree. I treated each tree canopy as a hollow cone, measuring the diameter of the inner, fruit-free region surrounding the tree’s trunk and calculating the volume of the fruit-bearing canopy as the difference between the total canopy cone volume and that inner cone volume. Canopy height was measured with a clinometer. The sampled volume of the canopy was the proportion of the total fruit-carrying region that was directly above each trap. I used this proportion to generate an expected number of fruits in the region above each trap. The difference between that expected number and the count of fruits in the trap at the end of the season was my estimate of the number of fruits removed by birds. This method addresses a daunting challenge: to estimate the proportion of fruit removed by birds in a tree producing hundreds of thousands of fruits. Since trees are non-uniform in fruit distribution and since wind, rain, and other factors can shift the angle of seed rain, error may be high for this or any other method of fruit fate assessment. By using two traps per tree (placed on opposite sides of the tree’s trunk), I was able to calculate average estimated numbers of fruits removed for each tree and to examine standard error to evaluate the degree of agreement between the two trap results.
While almost all foraging on H. arbutifolia, L. lucidum, and T. sebifera fruits occurred in the trees themselves, a large proportion of the foraging observed on O. europaea took place on fallen fruits on the ground beneath trees. To explore the proportion of O. europaea fruits taken by birds, I therefore included a ground removal estimate, as follows: at the beginning of the fruiting season, I used 0.6 m rebar to mark a circle on the ground adjacent and equivalent in diameter to each O. europaea fruit trap. I cleared these circles of O. europaea seed remnants from previous seasons. At the end of the studied fruiting period, I counted the number of intact O. europaea seeds in that circle and compared that quantity with the number of fruits captured in the fruit trap. In all cases, a much smaller number of seeds was found in the circle than in the trap; the difference provided an estimate of the proportion of fruits that were removed by vertebrate foragers (either birds or ground-foraging mammals) after falling from the tree.
Foraging observations (focal individual and scan sampling)
Focal individual observations and scan sampling (modified from Farwig et al. 2006) were combined to quantify visitation and fruit removal by birds at 12 stands of each study species. Observations were conducted in two fruiting seasons: November 2007–March 2008, and November 2008–March 2009. For each observation period, the stand and time of day were selected at random with each stand observed on at least 3 separate occasions during the course of each season (and, each season, at least once each at sunrise and sunset). I continued to select stands for observation until no more fruits remained on study trees. In all, 97.5 h of observations were conducted on O. europaea, 108 h on L. lucidum, 96 h on T. sebifera, and 105 h on H. arbutifolia.
Because most bird foraging occurs at dawn and dusk, observations were restricted to those periods. Exploratory visits to study stands at other times during the day found minimal or no bird activity. Sunrise observations began 15 min prior to sunrise, while sunset observations began 75 min prior to sunset. Each observation period lasted 90 min and was divided into nine 10-min periods. For the first minute of each period, an observer conducted scan sampling from a predetermined point, noting all bird species and the number of individuals of each species in the visible trees of the stand during that minute. For the remaining 9 min of each period, the observer conducted focal individual observations, selecting individuals haphazardly and following each selected individual with binoculars, counting the number of fruits swallowed, dropped, pecked, and taken in flight (meaning that the bird carried the fruit away in its beak and ingestion was not observed) until the individual flew away or until 120 s had elapsed. The observer recorded the total time that each individual was observed, then selected another individual. When possible, the observer selected a new species each time; if this was impossible, a new member of an observed species was selected.
When calculating rates of fruit removal, I combined counts of fruits swallowed and of fruits taken in flight to generate a total estimate of fruits dispersed per focal individual (after Renne et al. 2000). I calculated the rate of dispersal as the number of fruits dispersed per individual per minute per tree, averaged across all observations on that stand. A Type 1 ANOVA determined that Year was not a significant predictor of fruit removal, so I pooled the information from the two study years to generate final fruit dispersal rates for each species. Repeated observations of the same sample trees were treated as subsamples and averaged to estimate rates of fruit removal from those trees by each bird species.
To compare the dispersal importance of each bird species for each plant species, I calculated Flock Dispersal Importance (FDI) and Overall Dispersal Importance (ODI) after Renne et al. (2000) for all bird-plant species combinations. FDI is the product of the average per-individual fruit dispersal rate and the average number of individuals per species (i.e., flock size) detected per tree during scan sampling; it provides an estimate of dispersal importance per foraging bout of a given bird species. ODI is the product of FDI and the number of observations in which that species was detected foraging in observed trees; it takes into account the number of flocks per species over the full study, distinguishing between common and rare interactions.
I distinguished two bird guilds defined by flocking and territorial behavior. “Pulse feeders” was the label I assigned to birds that visited fruiting plants in large foraging flocks, moving over the landscape between stands and visiting each for a brief portion of the fruiting season (resulting in a heavy but short-lived pulse of fruit removal). “Background feeders,” on the other hand, displayed resident territoriality and were present in stands in constant but low numbers throughout the fruiting season. Fruit-handling guilds included “dispersers” that swallowed fruits and likely defecated or regurgitated many of them whole and “seed predators” that destroyed most seeds during feeding or are known from physiological studies to destroy seeds after swallowing them. Since dispersal of fruits by predators occurs far less than does predation, I calculated FRI (Fruit Removal Importance) instead of FDI and ORI (Overall Removal Importance) instead of ODI for predators.
Implications for management
Stand description
A multiple linear regression with sequential (type I) tests, with plant species as a covariate, was used to determine which stand and site characteristics are predictive of bird visitation rates (averaged across all bird species) within each plant species. Data were log-transformed to meet MLR assumptions. Statistical analysis was performed in JMP version 5.0.1 (SAS Institute). Significance was accepted at P ≤ 0.05. The following characteristics were measured: number of conspecifics in the stand, total stand area, distance to water, average height, basal diameter and dbh of stand trees, average distance between conspecifics in the stand, distance to the nearest road or path, estimated number of fruits per stand, and site-specific estimate of frugivore density (obtained through variable-plot distance sampling). Because the total number of samples was low (48) relative to the variable list, we used coefficients of determination to guide model selection. Our final model included plant species as covariate and number of conspecific individuals, average plant height, and their interaction as independent variables.
To evaluate the effect of different sites (with, presumably, differing avian communities) on bird visitation rates, I conducted variable-plot distance sampling at all six study sites to estimate frugivorous bird densities. I conducted point counts at 70 random points per study site. Each point was separated from other points by at least 200 m. Point counts lasted 7 min. During each count, I recorded all birds seen and heard and measured the distance from the point to each bird using a Nikon laser rangefinder. Estimates of bird densities were then obtained using the program Distance (Thomas et al. 2010), which employs a likelihood function to account for missed detections. I used ANOVA to determine whether estimated frugivore densities were predictive of bird visitation.
Niche overlap analysis and ordination
Niche analyses and ordination enabled me to explore the form and function of study species membership in the regional bird-plant community. Quantification of niche breadth and overlap allows assessment of an organism’s functional specialization, as well as its relationships with related or functionally similar species (Hutchinson 1957; Whittaker et al. 1973). Such metrics are usually employed with reference to dietary or spatial requirements, although Grubb (1977) discussed the importance of dispersal and other aspects of regeneration in niche definition. I applied niche quantification methods in a new fashion by identifying avian frugivores as the niche-defining resource and basing niche calculations on that resource. Frugivore-defined niche breadth indicates whether these plants rely upon a few key mutualists (implied by low niche breadth values) versus dispersal by a broader range of species (i.e., greater evenness). Niche overlap measures the similarity in resource use (in this case, use of avian dispersers) displayed by focal species (Krebs 1999). Species with greater overlap likely compete more for avian dispersers than those with low overlap. Overlap quantification allowed me to consider the implications of widespread occurrence of these non-native species in the ecological community. I then employed canonical correspondence analysis (CCA) to examine bird use of study plants over space, time, and broadscale habitat types. The resulting triplot offered a visual depiction of the frugivore-defined community position in the study area.
To perform niche and ordination analyses, I used ODI and ORI values for each bird-plant species combination. Levins’s measure of niche breadth (B = 1/∑p
2
j
), where p
j
= the proportion of individuals found in or using resource state j or, in this context, the proportion of each plant’s total ODI/ORI that was attributable to each bird species, quantifies niche breadth in order to assess the degree to which each plant specializes on certain disperser species (after Krebs 1999). Levins’s measure is standardized with the formula
$$ B_{A} = {\frac{B - 1}{n - 1}} $$
where B
A
= standardized niche breadth, B = Levins’s measure of niche breadth, and n = the number of possible resource states. Here, I considered the number of possible resource states to be equal to the number of bird species observed dispersing fruits over the course of the study; a similar technique has been used to apply Levins’s measure to assess mutualist-defined niche breadth in pollinator relationships (Kephart 1983). Application of this metric in this way assumes that all four of my focal plant species had access to the same number of potential disperser species (i.e., that the same total (across all sites) suite of potential frugivores was present for all plants). Although this assumption may be imperfect, I pooled fruit removal data for each plant species across its 12 study stands to generate the species-specific numbers used here. Data for each plant species are therefore derived from 3 to 4 different geographic sites and include sites where the different study species occur in close proximity to one another.
To assess niche overlap among all pairs of study plants (a total of six comparisons), I utilized percentage overlap (Abrams 1980; Schoener 1970), which is calculated by the formula
$$ P_{jk} = \left[ {\sum\limits_{i = 1}^{n} {(\min p_{ij} ,p_{ik} )} } \right] \cdot 100 $$
where p
jk
= percentage overlap between species j and k, p
ij
= proportion disperser species i performed of the total dispersal recorded for species j, p
ik
= proportion disperser species i performed of the total dispersal recorded for species k, and n = total number of resource states. I utilized proportional comparisons instead of direct counts of fruits swallowed because the study fruits differ so substantially in size.
Ordination by CCA (Lepš and Šmilauer 2003) enabled me to visually examine niche separation and assess the influences of time, space, and plant species on the bird community’s use of study fruits. These analyses were performed in CANOCO 4.5 (ter Braak and Šmilauer 2002) with default options. Broad habitat designations (urban, riparian, or chaparral) were included as nominal environmental variables for each site-study species combination. These environmental variables were tested for significance using 499 unconstrainted Monte Carlo permutations. I treated individual stands as subsamples and unique site-plant species combinations as samples. To assess shifting bird communities over the winter, I separated early (through January) and late winter foraging data and compared the two resulting ordination diagrams. To minimize the effect of outliers, only those birds that visited at least two stands or for which ODI/ORI was ≥5.0 were included in this analysis. Habitat categories occur as centroids in the resulting triplots.