. .: 1.... iv. . .2: .. ..V. o2 11; .—.;_ A ._....4n-.‘~ And 1...};- 4&1.qu- Aw '. ,~ ‘ ' ‘lmfi'fi‘r:7i!7?-inz vv--.-~c~a)~ls‘.-|o 9 91x5-/O! ,\,I¢u~-v a - ~0- T'lo:-._.111f3'y’ ‘. '. ‘ ATE EUNIVERSITY LIBRARIES IlllilllllllfllujglllglIlllll “ ' LIBRARY 1» Michigan State University This is to certify that the dissertation entitled THE IMPACT OF NATERNAL EFFECTS ON ADAPTIVE EVOLUTION: COMBINING QUANTITATIVE GENETICS AND PHENOTYPIC SELECTION IN A NATURAL PLANT POPULATION presented by Denise A. Thiede has been accepted towards fulfillment of the requirements for Ph.D. degree in Botany and Plant Pathology %% Major professorfl Date ”W716; l’,é MS U is an Affirmative Action/Equal Opportunity Institution 0-12771 PLACE IN RETURN BOX to remove this chockom from your noord. To AVOID FINES return on or before date duo. DATE DUE DATE DUE DATE DUE l l MSUloAnAfflnmtivoActiocVEqudOppom lnstltution nity Wanna-9.1 A A ___.___ ._ . . -._._____‘_ * fl THE IMPACT OF MATERNAL EFFECTS ON ADAPTIVE EVOLUTION: COMBINING QUANTITATIVE GENETICS AND PHENOTYPIC SELECTION IN A NATURAL PLANT POPULATION By Denise Annette Thiede A DISSERTATION Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY W. K. Kellogg Biological Station and Department of Botany and Plant Pathology 1996 ABSTRACT THE IMPACT OF MATERNAL EFFECTS ON ADAPTIVE EVOLUTION: COMBINING QUANTITATIVE GENETICS AND PI-IENOTYPIC SELECTION IN A NATURAL PLANT POPULATION By Denise Annette Thiede When a mother influences the phenotypic expression of traits in her offspring, the direction, rate, and duration of adaptive evolution can be modified from standard Mendelian models. To explore the evolutionary implications of trans-generational maternal effects, I quantified two aspects of evolutionary response: the quantitative genetic basis of maternal inheritance and the magnitude of phenotypic selection at the individual and maternal family level for ten traits expressed at four stages in the life cycle in a winter annual plant, Collinsia vema. In a hierarchical quantitative genetic analysis of Mendelian and maternal inheritance, I estimated six additive and environmental causal components of variance: direct (i. e. Mendelian) additive and environmental, maternal additive and environmental, and the direct-maternal additive and environmental covariances. The structure of maternal inheritance changed through the life cycle. Early traits were influenced more by maternal additive than by direct effects, direct and maternal additive effects covaried negatively, and direct-matemal environmental covariance was positive. At subsequent stages, some traits displayed strictly Mendelian inheritance, while others displayed direct and maternal additive genetic effects of the same magnitude and negative direct-matemal covariances. Maternal environmental components were negligible beyond emergence. The negative direct-matemal covariances for all maternally inherited traits resulted in near zero or negative realized heritabilities indicating no or reversed response to selection, respectively. In nature, the magnitude of selection on maternally inherited traits will also determine evohrtionary response. I examined phenotypic selection at two levels: individual and maternal. An episodic analysis of individual selection across four stages in the life cycle demonstrated that large fall size and later emergence were directly favored across all episodes, although the magnitude and direction of selection varied among episodes. As a result of positive phenotypic correlations among size traits, selection also indirectly favored heavier seeds and larger initial size. Maternal selection may also afiect selection response because substantial among maternal family variance in fitness indicated the opportunity for maternal selection. Maternal efl‘ects are likely to have dramatic short-term evolutionary consequences by constraining the selection response, influencing correlated response to selection via the phenotypic variance-covariance matrix, and affecting offspring fitness directly via maternal selection. In memory of my mother, Irene Niebuhr Thiede. ACKNOWLEDGMENTS I owe a debt a gratitude to Susan Kalisz. Her intellectual involvement greatly improved the quality of this work and her encouragement helped me complete it. Her belief in my abilities helped me overcome many obstacles in this process. I am grateful to have had her as a mentor. My committee, Tom Getty, Kay Gross, Don HalL Susan Kalisz, Alan Tessier, and Steve Tonsor, provided constructive criticism at many stages throughout this process. I thank Steve Tonsor for a SAS bootstrapping program Ruth Shaw kindly provided the maximum likelihood program for the quantitative genetic analysis. Frank Shaw modified the program to handle the three generation pedigree and patiently answered many questions about the program Their help was invaluable for completing the analysis. The Kalisz-Tonsor lab group provided critical feedback and technical assistance at all stages: Brian Black, Fran Hanzawa, Dawn Jenkins-Kins, Paco Moore, Peter Smith, and Glenda Wardle, our University of Chicago honorary member. I had the remarkable good fortune of having several dedicated field assistants: Tori Derr, Shannon Gibb, Jean Tsao, and Pam Woodmfi‘: Their attention to detail and perseverance enhanced the quality of this work. Many others also provided assistance at various stages: Pat Frueh, Amy Malone, Barbie Oelslagger, Ann O’Neil, Robin Sitka, Martha Tomecek, and Loretta Weathers. KBS stafl‘ provided technical assistance: John Gorentz and Stephan Ozminski served as computer gurus, Carolyn Hammarsjkold provided excellent library assistance, and Art Weist helped me in innumerable ways in the greenhouse. I thank the Balkema family for permission to conduct this work on their property. Generous financial support was provided by an MSU recruiting fellowship, a Kellogg Biological Station George Laufl‘ fellowship, the College of Natural Science Barnett Rosenberg fellowship, and an RTG fellowship fi'om NSF DIR-9113598. I received financial support for supplies, travel, field assistants, and computing from NSF DEB- 9224046 and DIR-9113598, the College of Natural Science, Kellogg Biological Station, the Department of Botany and Plant Pathology, the Ecology and Evolutionary Biology Program My life at KBS and in Kalamazoo was enriched by many wonderful fiiends and colleagues: Fran Hanzawa, Dawn Jenkins-Klus, Glenda Wardle, Casey Huckins, Brian Black, Paco Moore, Andy Turner, Lisa Huberty, Carol Kelly, Martha Tomecek, Michel Cavigelli, Joanne Dodgson, Diane Walker-Smith, and Deanna Wines. Lastly, I thank Kim Thompson who witnessed in excruciating detail the ups and downs of all of this work. She stood by me in the toughest times, collected more data than she ever should have, and helped me get back on my feet more than once. This work is dedicated to her. TABLE OF CONTENTS LIST OF TABLES ................................................................................................. x LIST OF FIGURES ............................................................................................... xiv INTRODUCTION ................................................................................................. l Quantifying maternal inheritance ................................................................. 3 Partitioning the phenotypic covariances among relatives .................. 3 Estimating maternal efl‘ect coeflicients ............................................. 5 Estimates of maternal effects in plants ............................................. 5 Quantifying phenotypic selection ................................................................. 6 Evolutionary consequences of maternal efl‘ects ............................................ 8 CHAPTER 1 MATERNAL INI-IERITANCE AND ITS EFFECT ON ADAPTIVE EVOLUTION: A QUANTITATIVE GENETIC ANALYSIS OF MATERNAL EFFECTS IN A NATURAL PLANT POPULATION ............................................ 10 Introduction ................................................................................................ 10 Materials and Methods ............................................................................... 20 Study species .................................................................................. 20 Three generations ............................................................................ 21 Traits measured ............................................................................... 26 Estimation of genetic and environmental causal components ............ 27 Analysis .......................................................................................... 28 Within generation genetic correlations ............................................. 30 Results ....................................................................................................... 35 Comparison of estimation models .................................................... 35 Significance tests of specific causal genetic components .................. 39 Relative contribution of components to total phenotypic variance. . .. 39 Direct, maternal, and realized heritabilities ....................................... 43 Maternal effects at difi‘erent stages in ontogeny ............................... 48 Within generation genetic correlations ............................................. 51 Discussion .................................................................................................. 53 Maternal inheritance ........................................................................ 54 Maternal performance ..................................................................... 56 Estimation of maternal efl‘ects ......................................................... 57 Evolutionary consequences of maternal inheritance. ....................... 61 Intergenerational covariances .......................................................... 62 vii Within generation covariances ......................................................... 64 Multivariate evolution ..................................................................... 65 Conclusions .................................................................................... 65 CHAPTER 2 AN EPISODIC ANALYSIS OF PHENOTYPIC SELECTION ON JUVENILE TRAITS IN COLLINSIA VERNA: A COMPARISON OF QUANTITATIVE TRAITS DISPLAYING MENDELIAN AND NON-MENDELIAN INHERITAN CE .................................................................................................... 67 Introduction ............................................................................................... 67 Materials and Methods ............................................................................... 73 Study site and species ..................................................................... 73 Quantifying phenotypic selection ..................................................... 75 Data collection .................................................................... 75 Natural seedlings ................................................................. 75 Planted seedlings ................................................................. 77 Data analysis ....................................................................... 78 Survivorship analysis ........................................................... 85 Results ....................................................................................................... 85 Opportunity for selection ................................................................ 85 Phenotypic correlations among traits ............................................... 87 Total magnitude and direction of selection ....................................... 92 A. Changes in trait means .................................................... 92 B. Changes in trait variances ................................................ 105 Viability and fecundity selection: episodes of selection ..................... 111 Conditional vs. reconstructed selection analysis ............................... 113 Discussion .................................................................................................. 130 Changes in trait means ..................................................................... 130 Maternal inheritance ........................................................................ 13 1 Direct and indirect effects ................................................................ 133 Episodic analysis ............................................................................ 134 Reconstruction of phenotypic variance-covariance matrix ................ 136 Conclusions ..................................................................................... 137 CHAPTER 3 THE OPPORTUNITY FOR MATERNAL SELECTION IN A NATURAL POPULATION OF COLLINSIA VERNA (SCROPHULARIACEAE) .................... 139 Introduction ............................................................................................... 139 Materials and Methods ................................................................................ 145 Study site and species ...................................................................... 145 Analysis .......................................................................................... 147 Maternal selection at a global scale ...................................... 147 Maternal selection at a local scale ........................................ 148 Spatial variation in fitness components ..................... 149 Spatial variation in phenotypic traits ......................... 149 Spatial variation in phenotypic selection ................... 149 Local family efl‘ects .................................................. 150 Results ........................................................................................................ 151 Maternal selection at a global scale .................................................. 151 Maternal selection at a local scale .................................................... 152 Spatial variation in fitness components ................................. 165 Spatial variation in phenotypic traits ..................................... 168 Spatial variation in phenotypic selection ............................... 168 Opportunity for maternal selection ....................................... 174 Local family effects .............................................................. 185 Discussion .................................................................................................. 188 Maternal selection on a global scale ................................................. 188 Maternal selection on a local scale ................................................... 190 Inheritance of group traits ............................................................... 193 Conclusions ..................................................................................... 193 LIST OF REFERENCES ....................................................................................... 195 LIST OF TABLES Table 1. Partitioning the phenotypic (co)variance for each of seven sets of relatives into causal genetic components of variance and covariance (after Eisen 1967; Thompson 1976). Values represent the coeflicient for each component. A denotes additive genetic, D denotes dominance, E denotes environmental variance, respectively. The subscript 0 denotes direct effects due to standard Mendelian inheritance, while m refers to maternal efi‘ects due to maternal inheritance. Individual variance shows which components contribute to an individual’s phenotypic value. ..................................................... 12 Table 2. Mean, standard error, coefficient of variation , and sample sizes for phenotypic traits measured at respective life-cycle stages in both F2 and F3 generations. Parents (F2) were grown in the greenhouse, while offspring (F3) were grown in both the greenhouse and field. For parents cotyledon diameter at two stages is the average of cotyledon length and width at emergence and is equal to fall cotyledon length, while in the ofi‘spring cotyledon diameter was consistently measured by a circular template at each of those stages. ........................................................................................................................... 22 Table 3. Model 1 restricted maximum likelihood estimates of causal components for greenhouse and field environments. The log likelihood of the firll model, magnitude of the fixed generation efl‘ect, direct additive (02A,), direct environmental (025°), and total phenotypic variance (02p) are presented. See Table 2 for sample sizes. Significance of each component is noted (*0.1 ,8 3:08.580 38:0 €2.38:— wfiambebzaa—o: 3:825 wfiefibebhm wfinmbebzafio: 13.882 wfiunmbeéan 3.5 :3 £55, 3.5 =:m 3.5.32. 1:38.“ o. cam—«fl e. .0. glam—Maegan... .039» 2.38:3: Riggs :a 8 8:95:00 3:08:88 83>» 385 35E? 33.3%:— .oo:afi2_:_ 18:85: 3 26 30ch 3:38.: 3 30.8: E can? .oogfioafi 5:28:22 2.85% 8 26 33.8 82% 38:0: 8 «am—8:8 2F 302883: 60:35, 5:088:33 38:8 m 66:88:: 38:0: O 63:3 0258: 38:0: < 80:38.8 83 8m 808808 on: 80382 32.3 .352 8882:. ”$2 :85 8:5 85580 :5 8:333: 8:08:88 £83m .328 SE 3352 .8 $8 :38 .8 :03 :8 355183 2.58:3: 2: 8838:.“ A 03; 13 In this paper I utilize Dickerson’s model to estimate the underlying architecture of maternal inheritance, ie. the specific causal genetic and environmental components of variance, in a winter annual plant, Collinsia verna Nutt. (Scrophulariaceae). My goal is to describe how maternal inheritance affects the magnitude and direction of predicted response to selection for a number of traits expressed at different stages in the life cycle. The Maternal Inheri_t_ance Model With simple Mendelian inheritance (Figure 1A), the phenotypic value of a trait (P0) is determined by additive genetic (A0) and environmental (E0) components where the subscript 0 refers to the individual trait of interest. In this two generation path diagram, an ofl‘spring in the second generation (x) receives 1/2 of its genes from its mother in the previous generation (w). The translation of additive effects into phenotypic value for this trait is denoted by the direct (i.e. Mendelian) heritability (h). In contrast, in Dickerson’s model of maternal inheritance (Figure 1B), the phenotypic value of the trait of interest (P0,) is influenced not only by Mendelian inheritance (described above), but also by the unobserved maternal performance phenotype (PM), subscripts m and w referring to the maternal performance trait and the maternal generation, respectively. The phenotypic value (PM) for maternal performance is determined both by additive genetic (A...) and environmental (Em) conrponents. Direct and maternal additive effects can be genetically correlated (rm). The resemblance between a mother and her offspring (Figure 1B) can be influenced by four components: 1) maternal additive genetic variance (02A...) and it translation into maternal performance denoted by the heritability (hm), 2) direct-matemal additive genetic covariance (0mm. ) standardized 14 Figure 1. Path diagrams of Mendelian (A) and maternal inheritance (B and C) (after Dickerson 1947; Wilham 1963; Cheverud 1984). Under Mendelian inheritance in model 1 (A), the additive genetic value (A) and the environmental value (E0) determine the phenotypic value (P..) where the subscript 0 refers to the offspring trait and w and x refer to the maternal and ofispring generations, respectively. In Model 2 (B), maternal inheritance is determined by the phenotypic effects of the maternal performance trait (P...) and its additive genetic (A...) and environmental (E...) components, the subscript m referring to maternal performance. The genetic correlation between direct and maternal traits (erAm), and the square root of the direct (h..) and maternal heritabilites (h...) are illustrated. The maternal effect coefficient (m) indicates the extent to which the maternal phenotype influences the phenotypic value in the offspring independent of additive genetic effects. In Model 3 (C) maternal inheritance includes the potential correlation between direct and maternal environments (r505...) 15 A. MODEL 1 GENERATION: : MATERNAL 3 OFFSPRING GENOTYPE+PIIENOTYPE § GENOTYPE—>PHENOTYPE AW m F A°\ Eo ’ Pox B. MODEL 2 A... “2 e A. erAm ierAm \ E0 $ P0X Amw 1/2 ’ Am B... r me3 C. MODEL 3 A... “2 ; ~ A.) g be 1’ AoArn i * Pox Amw Figure 1. 16 by the additive genetic variances of both the individual and maternal traits as a genetic correlation (rm), 3) maternal environmental variance (025m), and 4) the purely phenotypic efl‘ects of the mother on her ofl’spring (m), termed the maternal efl‘ect coeflicient. In a second version of Dickerson’s model (Figure 1C) a fifth component, the environmental covariance between generations (6505,.) standardized as direct-maternal environmental correlation (r505, ), can also contribute to the resemblance between a mother and her offspring. Thus, relative to standard quantitative genetic models of Mendelian inheritance (Figure 1A), the decomposition of the trait, (Pox), into genetic and environmental components is complicated by the additional paths of maternal inheritance. The response to selection on the maternally inherited individual trait (Pox) will be determined by the realized heritability (112,) (Dickerson 1947; Wilham 1963; Van Vleck 197oy 11.2 ——-(e’AO+3/2eA,Am+1/2e2,,m) /e% (1) The realized heritability is a function of the direct additive genetic variance (62A,), the maternal additive genetic variance (02M), and the direct-matemal additive genetic covariance (UAW) relative to the total phenotypic variance (62p). When the direct- matemal genetic covariance (cm) is negative and >|2/302A0+1/302Am|, the response will be in the opposite direction to selection. Similarly, positive maternal additive genetic variance (02M) and direct-matemal genetic covariance (cm) can accelerate response to selection. Thus, the underlying genetic architecture of maternal inheritance influences the direction and rate of adaptive evohrtion. The time lag in the maternal inheritance can also l7 efi‘ect the rate, direction, and duration of the selection response (Kirkpatrick and Lande 1989, 1992; Lande and Kirkpatrick 1990). Empirical estimates of the causal variance components affecting evolutionary response in domesticated and experimental laboratory species for traits such as litter size, birth weight, and weaning weight show that maternal additive genetic effects can be substantial (e. g. Bondari 1978; Cantet et a1. 1988; Shi et al 1993), can increase from birth to weaning (Shi et al 1993), and generally display significant negative direct-matemal additive genetic covariances (Figure 2). Maternal efl‘ects on a single trait through ontogeny decline after weaning (Atchley 1984; Cheverud et aL 1983 ). In contrast in natural populations, empirical estimates of causal variance components determining maternal inheritance are lacking. In plants, the magnitude of maternal effects estimated by less detailed methods also shows a decline through ontogeny. In general, traits expressed early in the life cycle such as seed weight, emergence time, or seedling size are influenced more strongly by maternal genetic effects than direct (i.e. Mendelian) genetic eflects (Biere 1991a; Platenkamp and Shaw 1993; Montalvo and Shaw 1994; Schmid and Dolt 1994). The duration of maternal genetic effects beyond the seedling stage is rare (Schmid and Dolt 1994). Maternal genetic efi‘ects tend to persist longer in competitive environments (Schnrid and Dolt 1994), a pattern analogous to the persistence of initial size difi‘erences in more competitive environments (Gross 1984; Stanton 1985; Waller 1985; Weiner 1985, 1990; Stratton 1989; Gross and Smith 1991). While maternal environmental efi‘ects are well documented (reviewed by Roach and Wulfl‘ 1987) and can persist for multiple generations (Miao et al 1991; Lacey 18 Figure 2. Summary of studies estimating direct-maternal additive genetic correlations based on three difiermt estimation models: 1) the animal model included additive and environmental components only, 2) the full model also included dominance components, and 3) cross-fostering models estimated post-natal maternal effects (Bondari et al. 1978; Cantet et a1. 1988; Southwood and Kennedy 1990; Shi et a1. 1993; Van Sanford and Matzinger 1982; Everett and Magee 1965; Young and Iegates 1965). 19 ii bumowémEU w” .M . ”a”. a" fi. .730”. . w‘ . . +13.” ........ fl / 7 .N 8%; Eon—e: ZOE—.«JgOU UPmZm—O A|o “WM gauge: 3 ood mod 2 .m end soda 2.6m 3.3 owN nmfi and— mm.m Swan no;V omw x N? 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Three generation breeding design in which field-collected grandmatemal families (F1, GD“, n=lOO) provided seed for the parental generation (F2). Of the twelve seeds planted from each granddam (Fl), one was randomly assigned as a sire (Sn, n=24) or dam (Do, n=72); while the other eleven grandmatemal filll-sibs were considered paternal (PR..) or maternal relatives (MR,.). Greenhouse-raised parents produced up to 40 offspring (F 3) that were divided between greenhouse and field environments. GD; GD1 F1 01...O4o 01...O4o O]...O40 F3 24 25 subset of individuals served as parents in the nested breeding design to generate the third generation (see below), 2) the remaining individuals were classified as parental relatives (Figure 3). To determine the coeficients of causal components for parental relatives (Table 1), I assumed that F2 individuals within an F1 grandmatemal family were full-sibs produced by natural outcrossing. This assumption is justified because the outcrossing rate in this population was consistently greater than 0.85 for three years (including 1991). Furthermore, a high estimate of correlated matings suggests that these outcrossed individuals share the same father (Holtsford et al in prep). To produce the third generation, one individual (F2) from each grandmatemal family was randomly assigned to serve as a sire or dam in a nested breeding design in May, 1992. Twenty-four sires were crossed to three dams per sire in a standard nested design to generate 24 paternal half-sib and 72 matemal full-sib families (Figure 3). Flowers were emasculated in bud and pollinated within 5 days post-emasculation. Pollinations were performed on all floral whorls to control for position efi‘ects. Fruits were harvested as they matured. An accident in the lab eliminated 10 maternal full sib families resulting in a total of 62 maternal full sib families. The third generation (F3) was planted in a randomized block design in two locations: greenhouse (n=87 l offspring from 24 sires and 58 dams) and field (n=1212 offspring from 24 sires and 62 dams). Seeds were planted to a depth of 1 cm in Sunshine seedling mix either in 96 well trays (F2 and F3 in the greenhouse) or in 2 cm long plastic tubes 16 mm in diameter (F3 in the field). In both locations one individual fiom each maternal full-sib family was planted into each of 20 blocks. In the greenhouse each block consisted of a 96 well tray, all 20 on a single bench in the greenhouse. In the field each 26 block of F3 individuals was divided into three sets of 24 and each set was then randomly assigned to one of three 0.5 m2 quadrats at one of 20 locations. This planting design was utilized to maintain natural seed/seedling densities in a given quadrat. The 20 blocks spanned the natural habitat and included forest edge and interior. T331_1t' 5 Measured To estimate maternal inheritance, I measured the same trait in the F2 and F3 generations: ten traits at four stages in the life cycle in the greenhouse or four traits at three stages in the field (Table 2). Prior to planting, seeds were weighed to the nearest 0.] microgram Afier seedling emergence, seed coats were carefully excavated from the soil, air dried, and weighed (F2 and F3 in greenhouse only). Embryo weight was calculated as the difi‘erence between seed weight and seed coat weight. Thus, embryo weight more accurately reflected the diploid genetic composition when compared to seed weight which contained both the diploid embryo, a small amount of residual endosperm, and the diploid maternal seed coat. Seedling emergence date was scored weekly in the field (F3) and every 3-4 days in the greenhouse (F2 and F3) from September to the beginning of December. Emergence date was defined as the first date when cotyledons were expanded. At emergence, I quantified seedling size by measuring cotyledon diameter using a template of circles of increasing diameter in increments of 0.5 mm (F3 ). In the F2 generation, cotyledon diameter at emergence was the average of cotyledon length and width. At two subsequent stages, in late fall prior to overwintering and in early spring prior to flowering, I quantified individual size by measuring three traits: cotyledon diameter, leaf length of the most basal leaf (mm), and number of leaves. Fall rosettes were 27 measured in November (F2) or early December (F3 ). In December, greenhouse grown plants (F 2 and F3) were transferred to a sheltered area outdoors and covered with a thick layer of leaf litter to mimic natural field conditions. Overwintering survival was greater than 90%. In April plants were returned to the greenhouse and I transplanted a random subset of 2-3 individuals per maternal granddam (F2) or all seedlings (F3) into 15 cm2 pots filled with a 2: 1:1 mix of Sunshine seedling mix, perlite, and turface. Size traits were measured on pre-flowering spring rosettes (F2 and F 3) afier transplanting. Estimation of Genetic and Environmental Causal Components I estimated six of the nine causal components relevant to maternal inheritance (Table 1), additive (62.40, 02A,“, CAM) and environmental components (0ng, 025m, 0505.“), by considering three sequential models of inheritance in a hierarchical approach (Figure 1). The simplest model of inheritance was a purely additive Mendelian model (Figure 1A, hereafter model 1) in which 0on and 025., were estimated. In model 2, maternal inheritance was incorporated by estimating three additional components, 02A,“, CAM, and 025... (Figure 1B). In model 3, all possible additive and environmental covariances were considered by including a sixth component (6505,.) (Figure 1C). The hierarchical approach allowed me to ask: 1) Did the more complex estimation model for maternal inheritance better describe the data? 2) Which causal components were significant in each estimation model? The estimation of additive and environmental components only is often necessary (e. g. Bondari 1978; Meyer 1992; Shi et al. 1993) because obtaining a sufficient number of relatives to estimate all nine components is very diflicult (see Cantet et. al 1988 for an example of the design required for the full model). In addition to standard quantitative 28 genetic assumptions of random mating, linkage equih’brium, and the absence of epistasis and of genotype by environment interactions (Wilham 1963; Eisen 1967; Thompson 1976), the three models, therefore, required the assumption that direct and maternal dominance variances and their covariance (0200, 029.“, ODoDm) were zero. To test the assumption of zero dominance variances and covariance, I included them in some preliminary analyses and discuss these results when relevant. The nature of transmission of maternal inheritance dictates that direct and maternal components are correlated in maternal lineages (Table 1). This biological reality results in a statistical limitation in estimation because causal components are correlated even when numerous types of relatives are considered (Eisen 1967; Thompson 1976; Wilham 1980; Meyer 1992). In this design, correlations among components based on the coeficients in Table 1 showed that 021)... and 025,“ were perfectly correlated (p<0.001). Therefore, only 021)... or 025,“ or their sum was estimable (Thompson 1976). Maternal component, 02A,“, was positively correlated with 0AM , 029m, and 025m (r=0.85, 0.80, 0.80, respectively, p<0.05 for all) and direct components, 025,, and 02130, were also positively correlated (r=0.94, p<0.001). However, even in more complicated designs involving 10-13 types of relatives, Eisen (1967) found similar correlations among causal components. Thus, the inclusion of more types of relatives did not necessarily decrease sampling correlations among causal components. The inability to estimate all nine causal components and the high sampling correlation between components are both issues that affect the interpretation of the following analysis and are limitations of this approach. Anabzsis 29 To estimate the causal components of variance and covariance, I employed a modified version of a six component restricted maximum likelihood (REML) program (Shaw and Shaw 1992; Shaw 1987). RENE provides unbiased estimates, is not sensitive to lack of balance in the data, is flexible in handling non-standard designs, and assumes multivariate normality (Shaw 1987 ; Thompson and Shaw 1992; Meyer 1992). Each normally distributed trait was analyzed separately to estimate the causal components related to maternal inheritance. A fixed efl‘ect for generation was inchrded in each model because trait means differed between F2 and F3 generations (Table 2) and including a fixed generation effect in the model resulted in smaller likelihoods. The convergence criteria determining the termination of iterations was set at 0.001. Non- negativity constraints on causal component estimates were not imposed because of their adverse effect on significance tests (Shaw 1987). The log-likelihood ratio test was utilized to evaluate significance in two contexts. First, I evaluated the significance of the models by calculating twice the difference in log- likelihoods for sequential models (1-3). This statistic has a chi-square distribution with degrees of fi'eedom determined by the difference in the number of components estimated in the two models (Shaw and Shaw 1992; Shaw 1987). Second, I utilized this test to evaluate the significance of all components (except E0) within a given model To test the significance of each component, I constrained the component of interest to be zero, obtained the log-likelihood of the constrained model, and compared twice the difi‘erence in log-likelihood's between the constrained and full models to a chi-square distribution with one degree of fieedom 30 The estimates of variance components were used to calculate direct and maternal heritabilities and direct-maternal genetic correlations. Resampling methods required to determine the standard errors around these heritabilities and genetic correlations would require inordinate CPU time. Here I indicate the significance of heritabilities and genetic correlations based on the significance of the variance components in the numerator of each respective ratio. Shaw and Platenkamp (1993) used the same approach suggesting that significance in this case reflects the potential for evolutionary response, but not the rate of evolutionary response. The calculation of realized heritability has several components in the numerator (equation 1) and, therefore, no significance is indicated. An important assumption of this REML analysis is the independence of error terms, ie. that the contribution of random environmental effects contributing to each individual’s phenotype is uncorrelated among individuals and therefore, does not affect their phenotypic covariance. This study was specifically designed to estimate maternal effects which if not included in an analysis can lead to the violation of this assumption. The presence of 0290, 029..., and 0909..., or other factors such as uniparental or cytoplasmic inheritance could have inflated some phenotypic covariances and thus violate the assumption of independent and random error terms. A second bias resulted from not estimating m, the maternal efi‘ect coeficient, a scaling factor for maternal phenotypic effects that afl‘ected the dam-offspring covariance. A bias in some phenotypic covariances would necessarily result in errors in the estimation of all components because they are estimated simultaneously. Within-@eration Genetic Correlations 3 1 To estimate genetic correlations among traits, I considered each pairwise combination of traits in two hierarchical models, Mendelian inheritance in model 4 (Figure 4A) and maternal inheritance in model 5 (Figure 4B). In model 4, I included only the direct additive (02A,) and environmental components (025,) for each trait as well as their respective covariances (Ommoz, 0501502) to estimate direct genetic correlations (erWzXFigure 4A). In model 5, I incorporated the components relevant to maternal inheritance to estimate genetic correlations for direct (erlez) and maternal (mum) efi‘ects (Figure 4B). However, the structure of the bivariate model depended on the results of the separate analysis of each trait. For example, in figure 4B I show all possrble components that would be estimated if both traits were best described separately by model 3 (Figure 1C). If both traits were described separately by model 2 (Figure 18), then the direct-maternal environmental covariances (0505,“) would not be estimated. Thus, the structure of model 5 varied depending on the traits included. I estimated direct and maternal genetic correlations when both traits displayed maternal inheritance or only direct genetic correlations when only one trait displayed maternal inheritance. All covariances were unconstrained (i e. 0A0 1A02, 0501502, 6A,“ 1M2, O'Emlanz) except the covariances between traits for direct-matemal additive covariance (voAmleAmz) and direct-matemal environmental covariance (O'Eofinmosmz) components that were constrained to zero. 32 Figure 4. Path diagrams to estimate genetic correlations between pairs of traits. In Model 4 (A), the genetic correlation between two traits inherited in a Mendelian fashion is denoted by erlez, where l and 2 refer to the two traits in the model. All other symbols are identical to Figure 1. In Model 5 (B) both traits are maternally inherited. Within generation genetic correlations between direct additive effects (erlez), and between maternal additive efi‘ects(rAm1Am2) are depicted. All possrble components are depicted, however, models were simplified based on the best inheritance model determined by the univariate analysis of each trait. 33 .S. as»: % N53,”: x l I 3 No< N: No< 50¢ A Sm N235 9:05 o m _ «A W 5 h 3— o< I m N: o< mm>SZNIQ+mm>SZm0 WEEZ§Q+MQ>SZMO 02:35th w ASZmO W ESmen—‘lgszmo 0255950 A2 0; :330 42 3.000- 5003 cream 43 NS :taqo :2 3:02 7 £003 800 m0aomzmm¢o “8&0 002500:— afle asp 3% 02$ 03 as; .fioo.ovn......_..... woodvav—odt... .deavgo a... .modval .99 008: 0_ 80:00:80 4000 we Ragga .00nm0 03800 he.“ N 050,—. 00m 0080005 0.3 103 0050.53 0:50:21 :33 28 A3003 35808300 82:. .33 30002 85. .800 802080 use 22.. 32:02. 40008 :3 05 mo coca—00E we. 2:. .0auofiuoh>=0 20m 23 asoauoohw Bu 030000800 .0030 we 00:08:00 002500.: 8582:: 008.5000 fl 3002 .m 030,—. 37 02 .5088 .00 000 80 :0 00.0 ~00 - 000 00.0 - 00.0 00.000 - 080805 80 ~00 000 0~0 -0 - 0~0 0~0 000 - 000.000 - 083 880.200 000 00.0 - :00 00.0 000 :0 000 03.00.0000- 0.00003 080 808.0 00.00 000 - 00.0 - 00.0 00.00 80 0000 0~.000~- 038000 80802 0800 N— .m— iii—0.? . 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Thus, the inclusion of 05013,.- inrproved the description of the data for traits manifested early in the life cycle. Signfi cance tests of specific causal genetic compongts In model 2, four traits in the greenhouse, cotyledon diameter at three stages (emergence, fall and spring), and spring leaf length, displayed significant 02-0, 02A,.- , and negative 0AM". (Table 4). Maternal environmental variance, 025,,- , was significantly positive for greenhouse and field seed weight, significantly negative for greenhouse cotyledon diameter at emergence, and not significantly different from zero for all other traits. A negative 025,.- is outside the range of possible values. In model 3, the significance of causal components for two greenhouse traits, seed weight and embryo weight, changed substantially from model 2 as expected from the change in likelihood of the estimation model (Table 5). Seed weight displayed significant 02A,“, 01:,an , and negative CAM-n. These components and 020,-, were also significant for embryo weight. Although the likelihood for all other traits did not improve in model 3, the significance of causal components changed slightly. Maternal additive genetic variance (020,.) was no longer significant for cotyledon diameter in fall or spring. Maternal environmental variance (620,-) had a significantly negative value for spring leaf length, but was not significantly different fiom zero for all other traits. Relative contribution of components to total phenoggpic vafl' ce The relative contribution of the variance components to the total phenotypic variance differed among the models (Figure 5). The inclusion of maternal components in model 2 decreased the contribution of 02A, to the phenotypic variance in all field traits and 40 Figure 5. The relative contribution of each variance component to the total phenotypic variance for models 1, 2, and 3 for greenhouse (A) and field (B) environments. Only 5 components, the direct additive (02M), maternal additive (02M) , direct environmental (0250), maternal environmental (0250), and the direct-maternal additive covariance (cm) are included for models 2 and 3 because the direct-maternal environmental covariance (swam) does not contribute to the total phenotypic variance (see Table 1) The model best describing a trait is indicated by an arrow. 41 m .0. mmmm00m D 0 0 0 \Im l§ 0E .0. l' .0. .0. _**m fiw.‘ _..0 .. \\H\ . _ \_\\ E rim A qqqqqqqqqqqq — d 1 fi -« 0 414 A—d dfidq «nu—uqq 1 2 5. 1 5. .1 0 NUZ<2<> UEEOme-E 0.0 ZOE-MOn—OME «‘«q yam—>52 mMm2m Emu—m3 Qmmm ROSETTE SEED-D SDLG—DFALL -—‘DSPRING ROSETTE Figure 5A. 42 m A 1 m o L U M % A 0m A H E E E m m \\ I m 000002000 0.00 \\ - 000-003 00200000020 IV 0000000300000 .1. :1: 1...: :1 3034.: 5. 1 5. 5. r.- 2 5. l 5. 0 5. 1.. 2 5. 1 5. 0 5. 1.1 1 0 0 1|. 0 O 1 O 0. NUZ UEEOZMIQ m0 ZOE-1000000.?” SEED —D SDLG Figure 5B. 43 in greenhouse embryo weight and seed weight. In contrast, the contribution of 02A,, appeared to increase for cotyledon diameter at emergence, in fall , and in spring, and spring leaf length relative to model 1. The addition of 0505-,- in model 3 produced little change in the relative contribution of components to the total phenotypic variance between models 2 and 3 for six traits in the greenhouse (emergence date, cotyledon diameter at three stages, fall number of leaves, fall leaf length) and two traits in the field (cotyledon diameter at emergence and in the fall). However, this additional component did change the relative contribution of components for seed weight in both greenhouse and field, embryo weight, spring leaf length, and spring number of leaves. For these traits three components, 02A,, 02A,“, and mom, increased in their absolute magnitude and in their contribution to the total phenotypic variance (Tables 4 and 5, Figure 5). Direct, matemaL and realized heritabilities Changes in the absolute magnitude and relative contribution of 62.0, 02,0“, and cam to the total phenotypic variance among models affected direct, maternal, and realized heritabilities. When maternal effects biased the estimation of 0'on (model 1), a number of traits displayed substantial heritabilities (Figure 6, Table 6). Traits best described by model 2 of maternal inheritance (cotyledon diameter at three stages, spring leaf length, field seed weight, and field emergence week) had significant direct and maternal heritabilities of similar magnitude (Figure 5, Table 6). In contrast, for two traits best described by model 3 (seed weight and embryo weight in the greenhouse), significant maternal heritabilities appeared substantially larger than direct heritabilities. This increase 44 Figure 6. The direct, maternal, and realized heritabilities for each trait in all models in greenhouse (A) and field (B) environments. The model best describing a trait is indicated by an arrow. 45 .m .w m m m M R I I; & I E * .1 I'M 10'- L:— J Ivar .1 l7. 0 * in a. .1 h .i 0 1. 202-2002. 12... 2 18.647002418642024 30-00020-0000000 00.0-00002020000 MODEL 3 Mam—>52 090m: 3.0-0th0 0100mm:— MmE-g—D HOD £02m.— "3&3 Mme/52 mmm=2m E053 Qmmm SEED—D SDLG-D FALL —D SPRING ROSETTE ' ROSETTE Figure 6A. 46 MODEL 1 .0 oo 9 O\ t HERITABILITY o 9 b) £8 4 111 11L1111111 .11 1.. h. % 9.0 . Hume H J 1 1 L1 9.0 o~oo .9 A HERITABILITY vb IE CD . l C) N 111;1111J 111 1 l I 9.0 $3 b) fl MODEL 3 9.0 000 HERITABILITY .0 .0 C) b) #8 1 IIJIIIAIJIJI 111 111 111 -O.2 -O.4 :4 a: E g E g a E Q _. a 5 E 00 E5 E3 LL] SEED—DSDLG Figure 6B. -- (kn: C 17:».5 47 5.0:...5 80 ...... ...... ...... ...... ...... ...... ...... ...... .2... ...... ...... ...... ...... ...... ...... ...... 2... .3... .83 aawsam 2.. - ......- R... ... ... .....- 8... ...... S... ...m... ...»..3 8% 5m... ..N..- ......- 8... ...... ......- 3... ...... 8... .8... .38.... 5.8.... 3:5 .8..- 3...- .8... .2... .2...- ..... .2... ...-... ... ... ems-:8. .....am .3..- 8... t... .3... ......- ....... .3... ...... .... ... emu-.... 8......ch mafia ...... - .....- 2.... ...... m... . - .....- ...... 8... 8... .38.. ... 3.8.2 ...... ...... ...... ...... ...... ...... ...... ...... ...... ...... swan-:3. ...... .8..- ...... ..N... ...-N... .3..- ...... .2... ...-N... .... ... 3.08.... .8 =5. .8... 8...- .8... ...-.... ...-....- ....... an... ...N... .8... 3.08.... ...u 9.....- .....- ...... N. ... S..- 8... ... ... ...... .... ... 8.5 88mg... ...: ..- .....- .3... ...... ......- N. ... : ... ..N... .5... ...th ......am. ..N..- a. ...- .E... ...... mm... N. ... ...... 8... .8... ...th ...-3 w mmsogmmmc .22. L... ...... .... 52. .... ...... om. .... ...... m ......2 N .282 . .25.). A mam.— ..Eamssa ...... 32m. 8.882 owouow ....“ 32.8...— ufi wfiaomvfi .GA 33:. 3.308.... 2... 3 wéafifiaoo 25.89.50 3:553 05.... oouuofimm 05 no .62... mm 350%5 20.5... 35.38:... con... 8.. mucus—2...... 0:25» Gaga-82% ...... 83—535.. comm—3.. ...... ....Eo...8 .825 d 03:. 48 in maternal heritabilites was also observed for greenhouse spring leaf length and field seed weight in model 3. For maternally inherited traits, realized response to selection is a function of 02,-”, 62M, and 6A.-Am (equation 1). Despite substantial and significant 6on and 02A,.- for a number of traits in both models of maternal inheritance, realized heritabilites were near zero or negative (Table 6, Figure 6) because 0AM,“ tended to be negative (Tables 4 and 5). Negative covariances resulted in negative genetic correlations for most traits (Table 6) indicating that only alleles that differed in their effects on individual phenotype and maternal performance were maintained. The prediction from the realized heritabilities is that phenotypic selection on a single trait would produce no response. There was an interesting difference in predicted selection response between models 2 and 3 for four greenhouse traits (seed weight, embryo weight, spring leaf length, and spring leaf number, Tables 4 and 5). Because of the changes in the magnitude of the additive components (0on- ozAm, and CAM-...) between models, the predicted response to selection is in the same direction as selection in model 2 and in the opposite direction to selection in model 3. For two of these traits, seed weight and embryo weight, mode13 best described the data (Table 5). As a result, seed weight and embryo weight would be expected to show reversed responses to selection in the first generation of selection. Matemg effects at difi‘erent stages in ontogeny For the three size traits quantified in the greenhouse at multiple stages in the life cycle, maternal heritabilites did not decrease through ontogeny (Figure 7). For cotyledon diameter, best described by model 2, significant maternal and direct heritabilities were similar in magnitude from emergence to spring. Leaflength, best described by model 2, 49 Figure 7. The direct (square), maternal (circle), and realized (triangle) heritabilities for three greenhouse traits measured repeatedly through ontogeny: cotyledon diameter at 3 stages, and leaf length and number of leaves both measured in the late fall and in the spring prior to flowering. 0.7 0.6 0.5 0.4 0.3 0.2 0.1 HERITABILITY -0.l Figure 7. MODELZ 50 K 311/ * 1J11 H ==*" INITIAL FALL SPRING C OTYLEDON DIAMETER FALL SPRING LEAF LENGTH FALL SPRING LEAF NUMBER MODEL 3 0.5 . * - .4 0.4 3 \\ * 0.3-:—.*"% 0.23 0.1 2 ...—A -0.I INITIAL FALL SPRING COTYLEDON DIAMETER t 0.7 FALL SPRING LEAF LENGTH 0.3 _ 0.2 : // 0.1 . / j I——--—‘"""' ' o -o.1 ‘ FALL SPRING LEAF NUMBER 5 l displayed no heritable variation in the fall and significant direct and maternal heritabilities in the spring demonstrating an increase in maternal inheritance through ontogeny. Number of leaves displayed no heritable variation under any model. Again, the realized heritabilites remained at low values for all three traits at different stages because of the negative 0AM..- at all stages. W_rth_m' ' Generation Genetic Correlations In contrast to intergenerational genetic correlations (Table 6), within generation genetic correlations calculated from a strictly Mendelian model (1) were positive among a number of size related traits (Table 7). Seed weight and embryo weight were both positively correlated with cotyledon diameter at all three stages in the greenhouse, and seed weight and cotyledon diameter at emergence were also positively correlated in the field. Other traits in the greenhouse showed the following pattem. Cotyledon diameter at emergence was positively correlated with cotyledon diameter at the two subsequent stages with a value close to one. Embryo weight and cotyledon diameter at emergence were also positively correlated with spring leaf length. Emergence date was positively correlated with seed weight, embryo weight, and spring cotyledon diameter and negatively correlated with fall number of leaves, the only significant, negative correlation. When maternal effects were included in the estimation of genetic correlations (Figure 4b), 31 of 34 estimation models that converged showed improvement in log likelihood. Direct additive genetic correlations were smaller in magnitude and difl‘ered in significance fi'om those estimated in a strictly Mendelian model (Table 7 ). Seed weight was positively correlated with cotyledon diameter at emergence in the field and with fall 02 oz 02 .005 508.... .8 .... ........ N...- ....0... .00. 5.20.... 8.5.08 ........ ...-... ... ... .00. .33 880.00.... ........ ....N... m... .30. 0.0.03 00.0 0...... N..... 8...- S... 3.... m.....- 0.... ...-...- .....- .....- ...-5.5.0.0203. 00000 0N... +0.... .....- ... ... +3... .....0... .N... ...m... ..N... ...-.0. 0.08.0.3 00.00 ......- 0z .0...- ......- +0.... ......... ...... ....00... ......0... 800.035.980.000 -----... 0...... .....o- ...... MN..- .....- :00...- ......- ......- .z-.....§.a=z..o-. ...... +N..... NN...- ....... ...... ....o... N...- o... 0.... ...-......080080 ...... 02 +00... 02 ...-...- 0.... ....0... 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N... 02 ...... 02 30.50.03 080 00000200.... 2.0 ...0 000 20. .0. ...... .... ..m. 30 30 ...... 089...... ......0v..v........ .....0V0v3... .. .mo.0v..v. .0 . ”030:0. 00 0. 000000.0w.0 00.30050 .0000w.0>000 0.0.00 0. 0000.800 00000...0> .0.00.000..>00 30.0.00. 0.05.3 00500500 .000... 0.0000. 000.0.» 0.0.. 00.0.. 05 030:0. + 0 690000 .00 0.0 00005000 05000w 05.000 .00.... 05 ..0 0.00. 000005.90 006$ .02 .... 00.0000 0.0 090000 .00 0.0 00.03 0.000... 005.053 ..00.00_0>0 .00 003 000....0 .....— 0.5 00.00.00. -..-..-. 0.00...0 30.0.00. .... 00000.50. 0.03 000.. 50.. .0 000 0003 ...00 00.00.03 003 n .0002 .0500. 0.00.50 0.00.00. 5.3 n .000... 000 A320... .000... 00200002 .5050 0 ... .0000. ”0.0000. 00500500 03. .00.. 00050—0000 05000» 00.00500 . 0.03000 0.0.0.3... 0000 00.. .0.000.00..>00 0.0.. 000 00000000.& .0.. 0...... ..0 00.. ..000 0003.00 00050—0000 05000» 05000 80.5 ... 030... 53 and spring cotyledon diameter in the greenhouse. Emergence date was also positively correlated with spring cotyledon diameter in the greenhouse. Fall number of leaves and spring cotyledon diameter were negatively correlated in the greenhouse. A number of trait pairs that showed genetic correlations close to a value of one in the simpler Mendelian model did not converge under maternal inheritance (Table 7 ). Maternal additive genetic correlations were not significant for any estimation model in which they were included. Only one trait pair displayed a large positive value (rm1m=0.73), spring leaf length and fall cotyledon diameter, however significance tests for this component did not converge. Therefore, maternal performance appeared to be genetically uncorrelated in its efl‘ects on traits in the subsequent generation. DISCUSSION The most significant result in this study is the effect of maternal inheritance on predicted response to selection. Negative genetic correlations between the direct additive and maternal additive effects (erAm) result in realized heritabilities near zero for traits expressed at all stages in the life cycle. These negative correlations are so large early in life that traits in the seed stage exhibit negative realized heritabilities. For seed weight and embryo weight, the predicted selection response is in the opposite direction to selection. Thus, the structure of maternal inheritance in C. vema is such that trans-generational efl‘ects of a mother on her young dramatically constrain the evolutionary response of traits expressed both early and late in the life cycle. It is also interesting that maternal inheritance persists throughout the life cycle in this annual plant. Below I summarize the pattern of maternal inheritance and its consequence for adaptive evolution. 54 Maternal inheritance The causal components contributing to maternal inheritance and their magnitude change over the course of development (Figure 1). Four components contribute to phenotypic variation in the seed traits in the greenhouse, seed weight and embryo weight: 62.0, 62A,“, CAM, and 050E.“ (Table 5). Maternal additive efl‘ects are 2-3 times as large as direct additive effects. Maternal environmental effects are small, presumably as a result of relatively uniform environmental conditions in the greenhouse. The positive covariance in environmental effects results from the temporal overlap of environmental conditions in the mother and her young at this stage. For all traits expressed beyond the seed stage, the covariance in environmental effects does not appear to contribute to the resemblance between mothers and offspring, most likely because both parents and offspring were randomized across environmental conditions. The magnitude of these four components is similar for seed weight in the field (Table 5), however, the trait is best described by model 2 (Table 4) in which only the maternal environmental component is significant. In the seedling stage, three components contribute to the phenotypic value for cotyledon diameter at emergence in the greenhouse: 02.0, 62.0, negative om (Table 4). Direct and maternal additive effects are more similar in magnitude when compared to seed traits. In contrast in the field, cotyledon diameter is best described by the strictly Mendelian model (Table 3). Emergence time is best described by Mendelian inheritance in the greenhouse and by a marginally significant maternal inheritance model (2) in the field (Table 4). In the latter model , however, none of the components are significant. The pattern of maternal inheritance for cotyledon diameter in the greenhouse remains the same throughout subsequent stages in the life cycle (Table 4, Figure 6) with 55 three additive genetic components contributing to an individual’s phenotypic value. The number of leaves and leaf length show no additive genetic variation when traits are expressed in fall rosettes in the greenhouse (Table 3), however, prior to flowering in the spring, leaf length displays the same pattern of maternal inheritance as cotyledon diameter at all three stages (Table 4). In contrast, the number of leaves displays simple Mendelian inheritance in the spring (Table 3). This hierarchical analysis clearly shows that the magnitude and structure of maternal inheritance changes throughout the life cycle. Early in life, both genetic and environmental components of maternal performance contribute to the offspring phenotype. At emergence, however, maternal genetic effects predominate. These maternal genetic effects persist throughout the life cycle for cotyledon diameter, while other size related traits show more variation in the model of inheritance. lF or example, leaf length shows no heritable variation in the fall. In contrast, leaf length in the spring is influenced by maternal genetic effects. The structure of maternal inheritance appears to differ between the field and greenhouse environments. Seed weight is maternally inherited in both environments, but the best model differs between environments. Emergence week is best described by Mendelian inheritance in the greenhouse and maternal inheritance (model 2) in the field. In the field cotyledon diameter at emergence does not display maternal inheritance, however it does at all three stages in the greenhouse. It is not unusual to obtain different estimates of causal components when ofl‘spring are reared in difi‘erent environments (e. g. Mazer and 56 Schick 1991; Schmitt et al 1992; Schmid and Dolt 1994;P1atenkamp and Shaw 1993; Montalvo and Shaw 1994). In this study, it is difficult to compare the structure of maternal inheritance between the field and greenhouse environments because the census interval differed between the two environments, emergence time and size at emergence were measured weekly in the field and twice per week in the greenhouse. As a result, I expected and observed larger variances associated with these two field traits (Table 2). More importantly, estimates from the field are compromised by the possibility of genotype by environment interaction. An analysis of paternal half-sib means in the two environments showed little evidence for genotype by environment interactions in the final generation (Thiede, unpublished data). However, other studies have documented that maternal genotypic effects can depend on the environment in which the ofl‘spring are raised (Schmitt et al. 1992; Schmid and Dolt 1994). This type of maternal genotype by offspring environment interaction would compromise this quantitative genetic analysis of maternal inheritance. Therefore, the field estimates of maternal inheritance should be viewed with caution. Maternal performance What phenotypic traits are likely to contrrbute to the composite maternal performance phenotype (PM)? Maternal size (Platenkamp and Shaw 1993), maternal nutritional status (Parrish and Bazaaz 1985; Miao et aL 1991), maternal phenology (Lacey 1991), and maternal source-sink relations (Rocha and Stephenson 1990) (see review in Roach and Wulfl‘ 1987) could all contribute to maternal performance. The position of seeds in a fi'uit during development determines source-sink relationships that can affect a number of seed traits, especially seed size (e. g. Rocha and Stephenson 1990). When 57 position effects were included as a fixed efl‘ect in the analysis of seed weight, they significantly improved the likelihood of the estimation model indicating that position effects account for a significant amotmt of the observed phenotypic variation. The within maternal family variation in seed weight accounted for by the fixed efi‘ect may be determined by the architecture of the mother. Ifthe architectural traits that determine position efl‘ects are genetically based, they may allow the variance in seed weight to evolve as well as the mean (Bull 1987; Carriere 1994). Biere (1991a) suggested similar reasoning for selection on the variance in emergence time in Lychnisflos-cuculi. Response of the phenotypic variance to selection may result not only from non-linear components of the selection gradient (Brodie et al. 1995), but also fiom higher levels of selection such as maternal selection (Thiede, 1996). Estimation of maternal effects In natural plant populations, the magnitude of maternal genetic efl‘ects have been estimated by three different approaches. First, the “bio-model” from a diallel design (Cockerham and Weir 1977) permits the estimation of maternal and paternal extranuclear effects (e.g Antonovics and Schmitt 1986; Mazer 1987; Biere 1991a; Kelly 1992; Platenkamp and Shaw 1993; Montalvo and Shaw 1994). The estimate of maternal extranuclear efl‘ects in the above studies contains a number of specific maternal genetic and environmental causal components, but does not require assumptions about an underlying model of maternal inheritance. The second approach is a nested breeding design in which maternal effects are confounded by dominance, therefore, limiting conclusions about the magnitude of these effects (Mitchell-Olds 1986; Mitchell-Olds and Bergelson 1990a; Schwaegerle and Levin 1991). The final approach uses clonal replicates 58 to experimentally separate maternal genetic, maternal environment, and their interaction as sources of phenotypic variation in offspring traits (Biere 1991a; Schmitt et a1 1992; Platenkamp and Shaw 1993; Schmid and Dolt 1994). Like the diallel, this approach does not provide estimates of specific causal components related to maternal inheritance, but does allow one to compare the magnitude of genetic vs. environmental effects in artificial environments as well as explore the possibility of genotype by environment interactions. The multi-generation approach that I present here is novel in its detailed partitioning of the phenotypic variance into specific causal components allowing more ermlicit predictions about evolutionary responses to selection (see below). The general pattern of maternal effects documented in this study is consistent with previous findings. Seed weight and emergence date exhibit low direct heritabilites and substantial maternal effects (Biere 1991a; Platenkamp and Shaw 1993; Montalvo and Shaw 1994; Schmid and Dolt 1994). Subsequent size related traits exhibit moderate direct heritabilities and maternal genetic effects in some studies (Biere 1991a; Schmid and Dolt 1994), but not in others (Montalvo and Shaw 1994). In other studies maternal genetic effects generally decline through the life cycle (Biere 1991a; Schmid and Dolt 1994; Montalvo and Shaw 1994). In contrast in this study, maternal genetic eflects continue to contribute significantly to phenotypic variation all the way through the life cycle for two of three traits (Figure 7; for another exception see Schmid and Dolt 1994). The larger magnitude of maternal genetic efi‘ects relative to smaller maternal environmental effects in this study is consistent with other studies (Biere 1991a; Schmid and Dolt 1994; Platenkamp and Shaw 1993 ). However, there is ample evidence that maternal genotype by environment interactions may eliminate the direct maternal genetic effect when maternal genotypes are 59 replicated across contrasting environments (Schmitt et a1 1992; Platenkamp and Shaw 1993; Schmid and Dolt 1994). These genotype by environment interactions for maternal efl‘ects should not obscure maternal genetic effects in this study because all mothers were raised under relatively uniform greenhouse conditions. However, the impact of maternal genotype by environment interactions on the evolution of maternally inherited traits awaits the development of theoretical models that incorporate these higher order interactions in the response to selection. While advantageous for a mechanistic understanding of the evolutionary process, this biometrical approach for estimating maternal effects by partitioning the phenotypic covariances among numerous relatives has limitations (Eisen 1967; Foulley and Lefort 1978; Wilham 1980). The primary limitation is the confounding of direct Mendelian inheritance and maternal efiects in maternal lineages that results in large sampling correlations among causal components. In designs such as the one used here, sampling correlations can cause substantial bias in estimation of variance components when not all components are estimable. Experimental approaches that decouple direct and maternal transmission provide an alternative approach. Cross-fostering offspring after birth provides estimates of post-natal maternal effects by separating the maternal effect from the direct effect by using nurse mothers (Riska et aL 1985). Embryo transplantation is another approach that provides estimates of both pre-natal and post-natal maternal effects by decoupling direct and maternal effects (Cowley 1991). Experimental manipulation of maternal attributes such as maternal provisioning can also be utilized to estimate the magnitude of the maternal phenotypic effect separately fiom genetic contributions (Sinervo 1991). In the absence of similar experimental approaches for detangling maternal 60 and direct efl‘ects in plants, the best solution may be to include numerous types of relatives in biometrical analyses. For example, Cantet et al. (1988) were able to estimate all nine variance components in a maternal effects model by utilizing 17 types of relatives. Alternatively, utilizing relatives like second cousins in which direct and maternal effects are less confounded may provide a better approach (Wilham 1980). A second limitation of this approach is the potential bias that may result from not estimating additional components that may be influencing phenotypic covariances: l) dominance components, 2) cytoplasmic inheritance, and 3) the maternal effect coeflicient. Meyer (1992) indicates that the magnitude of the excluded efl‘ect must be quite large (i.e. 30%) to affect the estimates of variance components. To what extent might dominance variance bias variance component estimates in this study? When I included direct dominance in a five component estimation model (02A,, 0250, 62130, 62”., cm), the estimates of the additive components did not change. Furthermore, for seven out often traits in the greenhouse, 0290 was negative, indicating a vahre not different from zero. Montalvo and Shaw (1994) also detected no significant dominance variance in similar traits. Therefore, in this study direct dominance variance is unlikely to change the estimates of the direct and maternal additive genetic variance and their covariance. Maternal dominance and maternal environmental variances are perfectly correlated in this design. Ifone views the estimates of maternal environmental variance as the sum of these two components (suggested by Thompson 1976), it is clear that maternal dominance is also not significantly influencing phenotypic covariances because the maternal environmental variance was not different from zero in most cases (Tables 4 and 5). Therefore, the estimation of variance conrponents in a reduced animal models appears 61 robust to the assumptions of no direct or maternal dominance variances or their covariance in this study. Resemblance among relatives sharing a common maternal lineage can also be influenced by cytoplasmic inheritance of chloroplast and mitochondrial genomes (reviewed by Gillham 1994; but see Chin and Sears 1993; Sewell et al 1993 for exceptions). Lynch and Walsh (1996) suggest how these models could also be extended to include uniparental cytoplasmic and mitochondrial transmission. In the present study, full-sib, dam-offspring, and maternal relative-ofl‘spring covariances could include effects due to cytoplasmic inheritance which would inflate estimates of maternal additive, maternal environmental variances, and direct-maternal environmental covariance. Similarly, not estimating the maternal efl‘ect coefficient also has the potential to inflate specific variance components (see Cantet et al. 1988). Evolutionag consequences of maternal inheritance Previous studies of maternal effects have often suggested that response to selection on juvenile traits such as seed mass or emergence time will be slower (i.e. Antonovics and Schmitt 1986, Roach and Wulfl‘ 1987; Biere 1991a) because maternal genetic efl"ects mask the small amount of zygotic genetic variation. Several authors have suggested that selection may act solely on the maternal genetic variation for juvenile traits lacking direct additive genetic variation (Biere 1991a; Platenkamp and Shaw 1993; Montalvo and Shaw 1994; Schmid and Dolt 1994). It is, of course, possible for selection to differentiate among ofl‘spring and also among mothers. The resulting response to multiple levels of selection will depend critically on the genetic variance for both ofl‘spring phenotype and maternal performance. The strength of the approach presented here is that 62 it allows one to evaluate the response to selection, not only based on direct and maternal additive genetic variance, but also based on their covariance which all other studies in natural populations have not estimated. Accurate predictions about evolutionary responses to selection hinge on this detailed partitioning. This study clearly demonstrates that these direct-maternal genetic covariances will constrain selection response (Figure 6, Table 6). Intergenerational covariances Direct-matemal additive genetic covariances between maternal performance and ofl‘spring phenotype are consistently negative for 7 of 8 traits displaying maternal inheritance (Tables 4 and 5). Furthermore, the magnitude of this direct-maternal covariance is large enough to result in a predicted reversed response to selection for two traits, seed weight and embryo weight. For all other traits in both models, the negative direct-maternal covariance reduces the predicted response to selection to near zero (Figure 6). Thus, despite substantial direct and maternal additive effects, the evolutionary potential of these traits is limited by the underlying direct-maternal genetic covariances. Since Dickerson’s (1947) seminal paper documenting the evolutionary consequences of maternal effects in domestic hogs, a number of animal breeders and evolutionary biologists have demonstrated negative direct-maternal additive genetic covariances (Figure 2). Others utilizing Falconer’s (1965) simplified approach have demonstrated negative maternal efl‘ect coeflicients. Negative m’s have been found for litter size in mice (Falconer 1955,1965), age to maturity in springtails (Janssen at al. 1988) and clutch size and condition in flycatchers (Schluter and Gustafl‘son 1993 ). In some cases, the magnitude of these direct-maternal covariances or maternal efl‘ects coeflicients are large enough to produce reversed responses to selection in the short-term In theory, long-term 63 responses to consistent selection should asymptotically approach the expected rate in the absence of maternal effects (Kirkpatrick and Lande 1989). In nature, however, spatial and terrrporal variation in selection (e. g. Kalisz 1986; Kelly 1992; Stratton 1992a) in conjunction with maternal inheritance can be expected to produce complex evolutionary dynamics. Trade-offs between life history traits have been central in the theory of life-history evolution (e.g. Williams 1957; Lande 1982). In his review of life-history tradeofl‘s, Stearns (1992) points out that most of the theoretical and empirical literature on life history have dealt with tradeofl‘s within an individual such as allocation to current vs. future reproduction or current reproduction vs. sub sequent survival. However, tradeofl‘s between generations have received less attention. This analysis of maternal effects in C. vema suggests that there is a fundamental, genetically based intergenerational trade-ofl‘ between maternal performance and offspring phenotype for 7 of 14 traits examined (Table 6). Perhaps the simplest explanation for the existence of antagonistic pleiotropy is that directional selection on maternal performance and/or offspring phenotype has led to the maintenance of alleles that difl‘er in their effect on the phenotype (Falconer 1981). In theory, mutation could supply suflicient variation to prevent the fixation of these differing alleles via selection (Charlesworth 1990), so the explanation for the existence of these negative direct-maternal genetic correlations may require a more complicated model of functional genetic architecture involving pleiotropic efl‘ects on allocation and acquisition (Houle 1991). Whatever the mechanistic explanations for these negative genetic correlations, the consequence is that joint evolution of maternal performance and oflspring 64 phenotype will be constrained for a number of traits at difl‘erent stages in the life cycle of C. verna. Within generation covariances In contrast to intergenerational covariances described above, most of the significant additive genetic covariances between traits within a generation are positive. Under Mendelian inheritance in model 4, these positive additive genetic correlations show substantial pleiotropic effects for traits related to size early in the life cycle. Seed weight is genetically correlated with cotyledon diameter at emergence, but the magnitude of this correlation declines in subsequent measures of this trait (Table 7). Cotyledon diameter is correlated across the three censuses. The only significant negative correlation is between emergence date and fall leaf number. Therefore, in the absence of maternal effects, these estimates of within generation genetic correlations indicate substantial positive pleiotropy among size related traits. When maternal inheritance is included in the estimation of these genetic correlations, however, the magnitude and significance of direct genetic correlations changes substantially (Table 7). Most correlations remain positive, but many are no longer significant. The inclusion of maternal inheritance in the estimation model reveals decreased pleiotropy. It is common to observe positive correlations among size traits in plants (e. g. Montalvo and Shaw 1994). In general morphological traits tend to show positive genetic correlations (Rofl‘ 1996), however, many of these estimates may be inflated by maternal effects. While morphological traits show some pleiotropy, there is no evidence for significant genetic correlations among the unobserved maternal performance traits. 65 MM' ma tg golution Equations for predicting multivariate evolution require estimates of the additive genetic variance-covariance matrix (G) for all traits as well as estimates of the selection gradient (Lande 1982; Lande and Arnold 1983 ). However, it is not clear how univariate estimates of direct and maternal additive components and bivariate estimates of genetic correlations between traits such as those estimated in this study translate into a rrrultivariate G. Currently, evolutionary biologists are technically constrained fiom obtaining these multivariate estimates with Dickerson’s genetic model for estimating maternal efl‘ects. An alternative approach for considering the evolutionary consequences of maternal effects in a multivariate framework describes the structure of maternal inheritance by a single term, the mother-daughter covariance (Kirkpatrick and Lande 1989, 1992; Lande and Kirkpatrick 1990; Riska 1991). In a subsequent manuscript I explore the multivariate evolutionary dynamics of maternal inheritance using this simplified covariance approach. Conclusions This quantitative genetic analysis demonstrates that maternal inheritance will influence the evolutionary dynamics for a number of traits in this natural plant population. Traits reflecting individual size at the seed, seedling, and adult stages in the life cycle were significantly influenced both by direct and maternal additive genetic variances and their covariance. The persistence of maternal inheritance to later stages in the life cycle is unusual in plants. Perhaps the most significant contribution of this study is the negative estimates of direct-maternal additive genetic covariances, the first demonstration of this evolutionary constraint in a natural plant population. In conjunction with direct and 66 maternal additive genetic variances, this direct-maternal additive covariance clearly results in predicted reversed response to selection for two traits, seed weight and embryo weight, and minimal responses to selection in traits later in the life cycle. In contrast, within generation genetic covariances among size traits are likely to enhance selection response such that direct selection for increased seed or seedling size will result size increases in prior or subsequent traits. The incorporation of within and between generation covariances in a multivariate framework for predicting response to selection remains a challenge. While most authors have suggested that maternal effects may slow the evolutionary response by masking the zygotic genotype, this study illustrates that maternal effects have the potential to enhance or constrain the selection response depending on the sign and magnitude of the direct-maternal additive genetic covariance. In the study population, the joint evolution of maternal performance and individual phenotype is constrained for all traits displaying significant maternal effects suggesting an underlying fundamental trade—off between mothers and their offspring. Chapter 2 AN EPISODIC ANALYSIS OF PHENOTYPIC SELECTION ON JUVENILE TRAITS IN COLLINSIA VERNA: A COMPARISON OF QUANTITATIVE TRAITS DISPLAYING MENDELIAN AND NON-MENDELIAN INHERTTANCE. INTRODUCTION Studies of evolution in natural populations consider two phases in the evolutionary process: phenotypic selection and Mendelian inheritance. These separate estimates of within generation selection ([3 and y) and between generation response to selection based on inheritance (G) can be combined in the standard multivariate equation of evolution to predict the change in the trait mean, A z-=GB, or the trait variance or covariance, AG=G(7-,BflT)G (afier Phillips and Arnold 1989; Lande and Arnold 1983). However, when an individual’s phenotypic value is a function not only of its genotypic value in the environment, but is also influenced by its mother’s phenotypic vahre then evohrtionary responses will difl‘er from expectation based on the standard equations. Kirkpatrick and Lande (1989, 1992) have demonstrated that when traits display maternal or non-Mendelian inheritance, the evohrtionary change in a trait mean is a fimction not only of current phenotypic selection and Mendelian and non-Mendelian inheritance, but also is a function of phenotypic selection in previous generations. Thus, maternal inheritance introduces time lags in the evolutionary process. These time lags 67 68 influence the rate of evolutionary response such that the maximal rate is approached asymptotically under a constant selection. Furthermore, the response to selection continues after selection ceases and its direction can vary depending on the sigr and magnitude of the maternal efl‘ect coeflicient. Kirkpatrick and Lande (1989) call this evolutionary momentum. In addition to time lags, maternal inheritance can afl‘ect the direction of response depending on the sign and magnitude of the direct-maternal additive genetic covariance (Wilham 1963 ). Thus, predicting the direction and magnitude of evolutionary responses for maternally inherited traits is complicated. Animal breeders have demonstrated how maternal inheritance can alter predicted responses to artificial selection (Dickerson 1947; Wilham 1963). Both negative direct- matemal genetic covariances (Riska et a1. 1985) and negative maternal phenotypic effects (Falconer 1965) can produce reversed responses to selection. In addition to the influence of maternal inheritance on artificial selection, quantitative geneticists have demonstrated that maternal genetic effects on traits like body size decrease through ontogeny (Cheverud et al. 1983; Atchley 1984). While maternal inheritance may decline through the life cycle, it can still influence multivariate evolution in natural populations. If selection acts directly on maternally inherited traits or traits influencing maternal performance, then genetic correlations between these traits will influence their joint evolution. Like animal breeders, plant population biologists have documented the persistence of maternal effects through ontogeny. In nearly all cases, these studies focus on how maternal environmental conditions influence ofl‘spring phenotype. Maternal environmental effects have the potential to influence an extensive number of plant traits 69 including seed weight and early size (reviewed by Roach and Wulfi‘ 1987). Matemally influenced traits like seed weight, emergence time, and early relative growth rate can determine early size differences and affect irrtraspecific competitive interactions (Gross 1984; Gross and Smith 1991). These differences in seedling size tend to persist through the life cycle in competitive situations (Fenner 1983; Gross 1984), therefore, 'matemal efl’ects can be long-lasting in these situations. If juvenile traits influence the outcome of competitive interactions that generate size and consequently fitness hierarchies in plant populations (Waller 1985; Stanton 1985; Weiner 1985, 1990), then maternal effects can directly impact fitness. Thus, maternal environmental efl‘ects influence a number of plant traits and their effects can persist to late in life. Lacey (1991) has shown that maternal environmental effects can persist through two generations and influence phenological traits like flowering time. The demonstration of maternal genetic effects on plant traits is less common. A number of studies have demonstrated a significant maternal genetic component to seed weight (Platenkamp and Shaw 1993; Montalvo and Shaw 1994; Schmid and Dolt 1994; Biere 1991a; Mitchell-Olds and Bergelson 1990a), germination date (Montalvo and Shaw 1994; Schmid and Dolt 1994; Biere 1991a; Mitchell-Olds and Bergelson 1990a), and seedling size (Schmid and Dolt 1994; Biere 1991a). These studies demonstrate that maternal genetic efl‘ects decrease through ontogeny with effects being strongest on seed weight, and smaller or non-significant on seedling size. In two studies, maternal genetic effects were larger than maternal environmental efl‘ects (Biere 1991a; Schmid and Dolt 1994). Schmitt et al. (1992) demonstrated that maternal genotypes difl‘er in their response 70 to maternal environmental conditions such that maternal genetic efl‘ects on offspring are influenced by the maternal genotype by maternal environment interaction. The maternal genetic efl‘ects estimated in these studies can not be incorporated into evolutionary models predicting the response of maternally inherited traits because the genetic parameters do not estimate either the maternal additive variance (except Platenkamp and Shaw 1993) or the covariance between direct additive and maternal additive values. Thus, straightforward predictions about the evolutionary role of these maternal genetic effects in natural plant populations are not possible. In contrast, the nature of phenotypic selection in natural populations has been well documented for a number of these maternally influenced traits. Univariate studies of seed weight and emergence date have documented the efl‘ects of these traits on individual survival and fecundity (e.g. Kalisz 1986; Winn 1988; Biere 199 lb). In multivariate studies the direct contribution of traits to components of fitness can be separated from indirect effects on phenotypically correlated traits. Multivariate studies including a number of juvenile plant traits have shown that direct selection acts primarily on early size, while seed weight and emergence date contribute mostly indirectly to fitness components via their effect on size (Bennington and McGraw 1995b; Stratton 1992a; Mitchell-Olds and Bergelson 1990b). Thus, traits likely to display maternal inheritance like seed weight, emergence date, and early seedling size can directly or indirectly influence components of fitness in a number of species. My motivation in this study is to quantify the extent to which maternally inherited traits impact the rate and direction of multivariate evolution by examining the relationship 7 1 between a number of maternally inherited juvenile traits and fitness. I have formd that a number of juvenile traits in the winter annual, Collinsia vema, display maternal inheritance. Specifically, three traits, seed weight, cotyledon diameter at emergence, and cotyledon diameter in late fall displayed both significant additive genetic and maternal additive genetic variance as well as negative direct by maternal genetic covariance. A fourth trait, emergence date, displayed only significant additive genetic variance and no maternal efl"ects (Chapter 1). Understanding and predicting the evohrtionary response of these maternally inherited traits hinges not only on the nature of phenotypic selection, but also on the observed maternal inheritance. Here I quantify the magnitude of direct selection on each of these four traits in four episodes of selection (Figure 8). The analysis of selection for sequential episodes in the life cycle is required because early mortality can eliminate individuals before they express all four of the phenotypic traits. Individuals not expressing all traits can not be included in a rrnrltiple regression analysis of a single episode spanning the entire life cycle. Therefore, I partitioned the life-cycle into three episodes of viability selection and one episode of fecundity selection (Arnold and Wade 1984a, b). This episodic approach allows me to identify how traits displaying maternal inheritance afl‘ect sequential viability and fecundity components of fitness as well as estimate the total magnitude of phenotypic selection on these traits across all episodes (Lynch and Arnold 1988). 72 .8838 we 88¢an 5.8m can Eu: Bu 2 335:8 3%: Sea =< 28850 9.88 05 8 «395:8 use. 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Sow mo $0ch 82% 05 mqtofiou Baum—«.6 5mm .w gamm— >H—QZDOmm Cay—mm OH 4.3/55 4 / mam .55 . ~5th ..5 820 ch .2238 r I //::§: , x/M ...... 8 H3053 Qmmm a HZme—msmthmm ZODOMIH A<>SMDm a 73 In this study I quantify the nature (linear and non-linear), magnitude, and direction of phenotypic selection on four juvenile traits: seed weight, emergence week, cotyledon diameter at emergence, and cotyledon diameter prior to winter to address the following questions: 1) what is the total magnitude of linear and non-linear selection on these four traits, 2) which episodes are most critical in contributing to the total magnitude of linear and non-linear selection, therefore, suggesting possible hypotheses for the causal agents of selection, 3) what is the relative contribution of direct and indirect effects to the response of particular traits, i.e. do maternally inherited juvenile traits influence survivorship and fecundity directly or indirectly by influencing subsequent traits that then impact fitness? MATERIALS AND METHODS Study Site and Species C ollinsia verna Nutt. (Scrophulariaceae) is a winter annual that inhabits mesic forests of the eastern United States (Femald 1970). Autumn diurnal temperature fluctuations cue germination (Baskin and Baskin 1983; Kalisz 1986) which begins in late September and continues into late November. Seedlings consist of a pair of cotyledons that expand in diameter throughout the fall. In southern Michigan, the first pair of leaves begin to develop in late November or early December, however, most plants overwinter with only cotyledons. These seedlings persist until early spring under a cover of leaf litter and snow. Rapid spring growth leads to rosettes with two to many pairs of true leaves. In May these rosettes initiate flowering which lasts two to three weeks. Fruits mature at the beginning of June and primary dispersal takes place as the plants senesce. While primary dispersal is limited in this species that lacks any specialized dispersal morphology (Thiede, 74 unpublished data), secondary dispersal by surface flow of water is likely to influence seed dispersion because these seeds tend to float. This study was conducted in a small (is 10 hectare) privately owned woodlot on TU Avenue in Kalamazoo County, Michigan. The tree canopy of this mature forest consisted of Prunus serotina, Acer saccharum, and T ilia americana. C. verna and F loerkea proserpinacoides were the predominant understory herbs in the spring. Other species in the herbaceous comnrrmity included Phlox divaricata, Laportea canadensis, Trillium grandiflorum, Arisaema triphyllum. The biotic and abiotic environment experienced by C. verna at TU Avenue varied spatially and temporally. C. verna occurred both in the center and along the edge of the woodlot, reaching highest densities along the edge. Agricultural fields created a sharp boundary at the edge of the woodlot. I observed moderate to severe wilting in early germinating seedlings in some locations along the edge, a sign of drought stress in that location, while wilting was only observed in a few plants in the interior. Therefore, light levels and soil moisture differed between the edge and center of the woodlot. Two herbivores, slugs and deer, consumed C. vema at two different times in its life cycle. In the fall primarily afier leaf drop, slugs would consume both cotyledons and the apical meristem of seedlings. While the stem and root persisted after slug browsing, the seedling never recovered. In the spring deer browsed the apical meristem of 15-20% of the rosettes each year. As a result of deer browsing, axillary nodes were released from apical dominance and developed branches. Deer browsed seedlings were able to produce flowers and sometimes produced seeds, but their fecundity was very low when compared to 75 rmbrowsed plants. Therefore, drought and slug and deer herbivory may be potentially important selective agents in this population. However, the effects of these biotic and abiotic factors varied spatially in the population and temporally in the timing of their efl'ects in the life cycle of C. vema. t' ' Pheno ic Selection Data Collection To quantify patterns of phenotypic selection on traits displaying non-Mendelian inheritance, I monitored survival and reproduction of seedlings at TU Ave fi'om 1992- 1994. Along each of two 100 m transects, one on the edge and one in the interior of the woodlot, I marked ten blocks at 10 m intervals for a total of 20 blocks. Within each block I marked eight or three 0.5 m2 quadrats in 1992 and 1993, respectively. Halfm wide aisles were retained between adjacent quadrats. The blocks originated at the same distance along each of the transects in both years. In 1992 the blocks were placed on the north side of the transect and in 1993 the blocks were placed on the south side of the transect, one meter away flom the 1992 blocks. In 1992 the quadrats were arrayed in four rows of two columns per row, so the block occupied a 8 by 1.5 meter rectangular area along the transect. In 1993 the quadrats occupied a 0.5 by 2.5 meter area along the transect. Natural Seedlings Each fall on a weekly basis I tagged naturally occurring seedlings as they emerged with numbered poultry leg bands (N=l3,568 in 1992, N=4,522 in 1993). During each emergence week, I measured cotyledon diameter on a subset of newly emerging seedlings (hereafter referred to as initial size) using a template of circles ranging from 1 to 9 mm in 76 diameter in 0.5 mm increments. Between 1,000 and 1,600 randomly selected seedlings were measured in each census week. All seedlings in early and late censuses were measured for cotyledon diameter because the total number of seedlings emerging in those censuses was less than 1,000. Because the cotyledons grow during the fall, seedlings measured at emergence and sru'viving to the onset of winter were measured again for cotyledon diameter in early December 1992 and late November 1993 (hereafter referred to as fall size). Most seedlings had not yet begun to initiate true leaves by early December, so cotyledon diameter reflects seedling size. Cotyledon diameter at emergence explained 88% or 55% of the variation in photosynthetic area and total seedling weight, respectively, (photosynthetic area =-2.74+0.891t(diameter/2)2, $309, p=0.0001 and total seedling weight =1.28+0.021t(diameter/2)2, df=309, p=0.0001). At the onset of winter cotyledon diameter explained 85% and 75% of the variation in these two traits (Photosynthetic area =15.22+0.821t(diameter/2)2, df=95, p=0.0001 and total seedling weight =- 0.75+0.061r(diameter/2)2, df=95, p=0.0001). In the spring of 1993 and 1994 prior to seed dispersal, I collected all surviving plants in the quadrats and counted flower, fiuit, and seed number for each individual, noting removal of the apical meristem by deer. Mortality was scored at three stages in the life cycle that reflected difl‘erent selective episodes. Mortality due primarily to slug herbivory was observed during establishment (1). Slug herbivory resulted in seedlings that lacked cotyledons or an apical meristem and was easily scored. Mortality was also scored at the onset of winter (2) and in the spring (3). As a consequence of mortality during these three episodes of viability selection, not all seedlings were scored for all traits. For example, seedlings that emerged, 77 but were eaten by slugs could only be scored for the trait emergence week. Seedlings that were not eaten by slugs were scored for initial size, and seedlings surviving to the onset of winter were scored for fall size. The final episode of fecundity selection (4) included only those individuals that survived to spring and thus had expressed all three traits. In order to include all seedlings in the multivariate analysis described below, I partitioned the analysis of the magnitude and direction of phenotypic selection into four biologically relevant episodes (Figure 8). This episodic analysis is biologically relevant because the episodes relate to the difl‘erent postulated selective agents. In the first two episodes, slug herbivory, drought and intraspecific competition were likely sources of mortality. From fall to spring, mortality agents included intraspecific competition, physiological stress, and deer herbivory. Deer herbivory also influenced fecundity in the final episode of fecundity selection. This episodic approach allows me to estimate the total magnitude of phenotypic selection on three traits, emergence week, initial size, and fall size. Planted Seedlings Seed weight is another maternally inherited trait that is genetically and phenotypically correlated with emergence week, initial size and fall size (Chapter 1). Seed weight can influence the outcome of competitive interactions (Gross 1984; Gross and Smith 1991) and the genesis of size and fecundity hierarchies in plant populations (Waller 1985; Stanton 1985). To remove the efl'ects of selection on seed weight from other maternally inherited and correlated traits included in the multivariate selection analysis and to determine the extent to which seed weight influences either viability or fecundity components of fitness, I conducted a field experiment with seeds of known weight. 78 I monitored emergence, survival and fecundity of individually weighed seeds that I had planted back into the field. These seeds originated fiom natural fiuiting maternal plants collected in early June. Seeds were planted in July into moist Sunshine seedling mix to a uniform depth of 1 cm into either 2 cm sections of 15 mm diameter clear plastic tubing in 1992 or 3 cm sections of 7 mm diameter plastic straws in 1993. These swds were maintained in the greenhouse until August when they were tranplanted into the field prior to natural gerrrrination cues and with minimal soil disturbance. In addition to naturally produced seed, I also planted greenhouse produced seeds from the breeding design described in Chapter 1. In 1992 a total of 3 180 seeds from field and greenhouse mothers were planted in the population. In 1993 a total 2495 seeds fiom field collected mothers were planted. Seeds from maternal families were planted at two spatial scales to address how spatial variation in selection influenced maternal family fitness when seeds from a family were planted locally (i.e. experienced only one selective environment) or when they were planted in numerous blocks across the population (i.e. experienced many selective environments) (see Chapter 3). In addition, to address whether families were better adapted to the location in which they were produced, seeds that were planted locally consisted of two types. The first type of maternal family originated in the block in which it was planted, while the second type was a maternal farrrily that was randomly assigned to that block from the population at large. In this chapter I combine all planted seedlings in one analysis to describe the overall pattern of phenotypic selection in each year. Data Ana sis 79 I quantified phenotypic selection with two models that difl‘ered only in the traits included in the analysis. For natural and planted seedlings, I examined a three trait model that included : l) emergence week, 2) initial size (cotyledon diameter at emergence), 3) fall size (cotyledon diameter in November). For the planted seedlings, I considered a four trait model that inchrded seed weight. These two models allowed me to evaluate how the inclusion of seed weight affected the estimates of direct selection on other traits in the planted seedlings. This multivariate selection analysis which quantifies the magnitude and direction of selection acting directly on phenotypic traits by removing the effects of changes in correlated traits can only include observations in which all phenotypic traits have been measured for each individual (Lande and Arnold 1983; see recent review Brodie et al. 1995). When mortality eliminates some individuals, traits expressed later in ontogeny are missing and those individuals must be excluded from the analysis. Arnold and Wade (1984 a, b) developed an episodic approach to selection analysis such that one can estimate the direct efl‘ects of particular traits on components of fitness by considering episodes of viability, fecundity, or sexual selection. This analysis by episodes, therefore, allows one to include individuals who die before expressing all phenotypic traits of interest. The estimates of selection resulting from this episodic analysis are conditional because they only provide an estimate of the magnitude of selection if the individual survived to the beginning of the episode being considered. To quantify the total magnitude of selection on a set of traits throughout the life cycle, these conditional measures of selection must be additive. Ifthe phenotypic variance-covariance matrix (P) does not change across all 80 episodes, then conditional selection gradients sum to the total selection gradient (Arnold and Wade 1984 a, b). When P does change across episodes, selection gradients are made additive by weighting conditional gradients by the cunnrlative change in P to that point in the life cycle (Wade and Kalisz 1989; Kalisz 1986). This approach to additive partitioning of the selection gradient requires that the original P be known at birth, i.e. all traits are measured before selection occurs. When all traits of interest are not expressed at birth, the additive partitioning of the selection gradient requires that the original P be reconstructed (Lynch and Arnold 1988). Reconstruction of the original P requires the assumption that changes in P are due solely to selection and that traits distributions are not changed by selection prior to the time that they are manifested. Bennington and McGraw (1995a) provide an empirical demonstration that this reconstruction can account for changes in P due to selection. Because mortality eliminated individuals at establishment and during the fall, I errrployed an episodic analysis to estimate selection for three episodes of viability selection and one episode of fecundity selection (Figure 8). I reconstructed the original P according to Lynch and Arnold (1988) to make conditional selection parameters additive. Phenotypic selection can produce changes both in the mean and variance of phenotypic traits (Table 8). The conditional selection differential, 8;, measured as the covariance between a trait and relative fitness, describes that change in the trait mean as a result of selection in a given episode. This change may be due to direct selection on the trait as well as changes due to selection on phenotypically correlated traits. The conditional selection gradient, [3,, describes the change in the trait mean due only to direct 81 Table 8. Phenotypic selection parameters calculated in each episode(i). Linear Non-linear Parameter Response Symbol Response Symbol Selection Change in trait mean 8, Change in (co)variance of C; difl'erential trait Selection Change in trait mean due [3, Change in (co)variance due 7, gradient only to direct selection only to direct selection effects and is calculated as the partial regression coeflicient for a given trait on relative fitness in that episode given all other traits expressed in that episode. In order to quantify changes in the variance, traits values must be expressed as squared deviations from the mean (Lande and Arnold 1983; Brodie et al. 1995). The covariance between these squared deviations and relative fitness in a given episode is the non-linear selection differential, C;, that describes the change in trait variances due to selection. Changes in the variance due only to direct effects of selection, the non-linear selection gradient, 7;, is calculated as the partial regression coeflicient of the squared deviation trait values when the linear terms are included in the model. Thus, the linear and non-linear selection gradients are determined by two separate multiple regression models, 1) the linear model includes only trait values and 2) the non-linear model includes trait values and their squared deviations. Therefore, non-linear models account for changes in the mean when estimating changes in the variance. In each episode I calculated selection differentials and selection gradients for linear and non-linear components of selection. An analysis of variance inflation factors indicated that these regression models were not compromised by multicollinearity (N eter, Wasserman, and Kutner 1985). 82 Phenotypic traits were standardized to a mean of zero and a variance of one prior to all analyses so that all differentials and gradients were expressed in units of standard deviation and were comparable among traits and episodes. The covariances describing selection differentials were calculated with a denominator of 11 rather than n-l (see Arnold and Wade 1984 b p.726). In each viability episode fitness was either zero or one depending on whether an individual died or survived, respectively. Each fitness was standardized to the mean in that episode to calculate relative fitness. In the final episode of fecundity selection, fitness was the number of seeds produced. Relative fitness was expressed as seed number relative to the population mean in that episode. Relative fitness was not transformed (Lande and Arnold 1983). Additive linear (B) and non-linear gradients (y) are calculated by weighting the changes in the phenotypic variance-covariance matrix over all episodes (i) to the original phenotypic variance-covariance matrix (Po) according to the equations: l3(i)=Po'l S(i) (1) and 7(i)= P0-1C(i)P0.l (2) where the linear selection differential, S(i), and the non-linear selection difl‘erential C(i) are weighted by the fraction surviving to that episode (Lynch and Arnold 1988). Ifone assumes that changes in the phenotypic variance-covariance matrix from episode to episode are due only to selection quantified by the linear and non-linear conditional 83 gradients (i. e. not development), then Po can be reconstructed by sequentially back calculating variances and covariances for traits not observed in a particular episode according to the following equation: Pi=Pi—1+Pi-IYPi-1'Pi-lBi-l[Pi-IBi-1]T (3) (Lynch and Arnold 1988, equation. 2) where B and y are the conditional linear and non- linear selection gradients in episode i, respectively. In this study, all four phenotypic traits were measured by the third episode (i=2). So only P1 and Po needed to be reconstructed. In the second episode (I), fall cotyledon diameter was unobserved, so the reconstruction involved solving three simultaneous equations for the variance in fall cotyledon diameter and its covariance with emergence week and initial size based on the observed conditional selection gradients in that episode. Likewise, in the first episode (0) the variance of fall cotyledon diameter and initial cotyledon diameter and covariances of these traits with emergence week were based on the simultaneous solution of five equations. When seed weight was included in the analysis the number of unknowns in each episode increased, so that there were four equations for P1 and seven equations for P0. As the number of unknowns and the number of episodes involved in reconstruction increases, error associated with estimation can increase. However, the compounding of errors in reconstruction is likely to be minor in this study because reconstruction involved only two traits in two episodes. In addition, reconstructed estimates of the phenotypic variances and covariances were tested for 84 significance by constructing 95% confidence intervals obtained from the bootstrapping procedure described below. Significance tests of selection parameters were based on bootstrap resampling methods (Efion 1982; Dixon 1987, Dixon et al 1993). This approach was required because I) regression analysis of viability selection is likely to be compromised by non- normality of residuals (Mitchell-Olds and Shaw 1987), and 2) the additive partitioning of the selection differentials and gradients according to Lynch and Arnold (1988) involves the transformation of these regression parameters. Once conditional estimates are transformed into additive estimates, they are no longer associated with significance tests from the regression analysis. My protocol for resampling with replacement was as follows: I) calculate the covariances between traits (including squared deviations) and relative fitness to estimate linear and non-linear conditional selection differentials in each episode 2) estimate linear and non-linear conditional selection gradients in each episode via multiple regression analysis, 3) use conditional gradients and the phenotypic variance- covariance matrix to reconstruct Po, 4) transform linear and non-linear conditional difl‘erentials into additive difl‘erentials using conditional gradients and weighting by the fiaction that survived to that episode, 5) transform the linear and non-linear conditional gradients into additive gradients using equations 1 and 2 above. Thus, the 95% confidence intervals of both conditional and additive parameters as well as the original P were obtained by the shifl distribution method in which the bootstrapped parameter means are centered on the real value before the confidence intervals are calculated (Noreen 85 1989). Each resampled data set contained the number of observations originally observed in that data set and 500 bootstrapped estimates were obtained for each parameter. Survivogip An sis Statistical comparisons of the survivorship of natural and planted seedlings through the three episodes of viability selection for two years were based on a failure time analysis using the log-rank chi-square statistic from the lifetable method of the lifetest procedure in SAS (Fox 1993 ). First, I examined temporal difl‘erences across years by combining both natural and planted seedlings within a year. Subsequently, I examined differences between natural and planted seedlings within a given year. I examined temporal variation in fecundity with a nested AN OVA in which treatment (natural vs. planted) was nested within year. RESULTS mum—unity for selegion The proportion surviving across episodes did not differ between years (log-rank chi-square, x2 =3.13, df=1, p=0.0768) or between natural and planted seedlings in 1992 (log-rank chi-square, x2 =3.43, df=l, p=0.0639), but did difl‘er between natural and planted seedlings in 1993 (log-rank chi-square, x2 =25.95, df=1, p=0.0001) (Figure 9). Most mortality occurred between the fall and spring censuses. For both natural and planted seedlings in 1992 and 1993, on average 10.4% died during establishment, 28.5% died prior to winter, 39.2% died prior to fruit maturation in late May and early June, only 21.9% survived to the flowering/fiuiting stage. 86 .2858 05 85 8:88 08 888 “889me 35:88 8253 v8 i=8: 8m o=8>< DH 8 88.» 95 Ba 8828 358.5 me 8850 88 awn—25 R335 .0 mama mQOmEm 022mm 154‘.» 592221;?»th 139:7: Se a 25 fi % m one w an m 23 m J / N 35 m 7 m 8.0 N 82 855m + / m 23 m 82 855.— + // m Snow 82 455p; rel ///l one 9 H cad 82 45.8% ill woo; 87 Female fecundity, the number of seeds produced, was highly variable ranging from O to 70, with an overall average of 8. 12 seeds per individual Plants browsed by deer had lower fecundity than unbrowsed plants (Figure 10). Average fecundity difi‘ered significantly among years and among treatments (natural vs. planted) within years (Nested ANOVA, df=3,]529, p=0.0001) with lower seed production in 1992 (Figure 10). This variance both in survival and seed production resulted in the greatest opportunity for selection in the spring episodes of viability and fecundity (Figure 11). Phenoggpic correlations among traits The phenotypic variance-covariance matrix prior to the first and final episodes of selection and their 95% bootstrapped confidence intervals are presented in Table 9. The original matrix, Po, has been reconstructed based on the conditional selection gradients in the first episode of viability selection according to Lynch and Arnold (1988), while the final matrix, P3, is based only on individuals that survived to the spring. Emergence week and fall size display a significantly negative covariance through all episodes, initial size and fall size display a significantly positive covariance through all episodes, while the covariance between emergence week and initial size displays positive, negative, and non- significant values in the original matrix depending on the year and treatment (natural or planted). When seed weight was included in the analysis of planted seedlings in both years, seed weight displayed a significant positive covariance with initial size, fall size, however the covariance with emergence week varied fiom negative in 1992 to positive in 1993. 88 ,com3o5 8: 80>» 85 3.83 can goon 3 «.8305 3E3 8m 551:? 8a memo» Ben E mmflfioa U253 35 5‘5an C28 235% _ Hy bags—zoom ommb>< .2 oBmE ‘ V § mo am K 7,, \ s H a ammaomm D m K 10 m ammaommza § \ t w \v ,2 fi< I not m ‘ 89 8ch “5:338 =a 8 bags cocoa—om mo caveman 2: 5m 3.5th 2.5. «3523 =~ 890m m§u$€E =m 5m 36:5 02:22 E oogcg 05 m. buBtonEo :38 2S. .3880 3050.5 2: szSSm min—USE: .6 5m cocoa—om $0 $830 :28 Sm 368m 0238 E 885? 05 mm @2585 cacao—om 5m barrage Ecocficoo 2F ._ _ oBmE QmPZ'°. o o 413‘..— A V '11 III! In. .1 N— GO WY"). coo 'IVILNEIHHMG .LDEDIICINI 'IVLLNHHEHJICI lDHIIICINI 417$ Ares—.57: Emma .2 03E M. C? No- 1%.. *- k *3 m ....lu (D v-I. 0. v v '— 'IVIlNEIHHJflIG .IQEDIICINI 417E 179:7: Mmm? “Evin”. ooooo M. ‘? Nd- r-1 0 I 'IVLLNEIHEIEIJIG .IQEDIICINI “I‘VE“."f oocoo 103 ”UV! .2 08mm 32.8 ...—388 =< .82 a 38:88... 383 8.. E03 89. wages 8%: Be 8 8829. 2.5.5.: .: 3:3 mm mm min SJ'SI SJ’CIS SI‘CIS Nd- n _ .o- '— O I 3.? mod .— O o .LNEIICIVHD WEINI'I‘NON 2d O Q N. o d2 o N V 00 O C O O I I I 1 oo o v N d d d d .INEIICIVHD WEINI'I‘NON ”Q‘QYNONV’. LNHICIVHDHVHM'I a m m m mN—m 47m.— mNHm 45.57: E .2 2:5 ad- dd- vd- Nd- Nd vd dd wd d 'IVLLNHHEIJJICI WEINI'I'NON ~°9~Q0.2973), but difl‘ered when all planted seeds were included such that seeds not germinating were censored in the analysis (log-rank chi-square, x2=108.85, df=55, p>0.0001) suggesting that differences in dormancy among families contributed to among fimily difi‘erences in survivorship curves. Mean survivorship only difiered among fimilies in the second episode, survival to the onset of winter (Table 14). The opportunity for selection among globally planted fimilies was greatest in survivorship to spring and fecundity episodes (Figure 25). Global fimilies differed significantly in phenotype (MANOVA, Wilk’s A=0.24, numerator df=220, denominator df=809.3, p<0.0001). Univariate analyses for each of the four phenotypic traits showed that only seed weight differed significantly (AN OVA, F=2.53, df=55, 205, p<0.0001), while emergence week (ANOVA, F=1.37, df=55, 205, p<0.0586) and fall size (ANOVA, F=1.36, df=55, 205, p<0.0644) were marginally significant. l 5 2 Did fimily membership explain variation in individual survivorship and fecundity? In Chapter 2 the conditional selection differentials for all planted seedlings in 1993-4, ie. both local and global, showed significant selection on all traits except seed weight in the first episode (see Chapter 2, Table 12). A separate analysis for global seedlings only showed significant linear selection on emergence week in the first two survivorship episodes, on fill size in survivorship to spring, on seed weight, initial size, and fill size in the fecundity episode (Table 15). The magnitudes of the selection coefficients were similar between analyses based on all planted seedlings and only on globally planted seedlings. The AN COVA including fimily and its interaction showed that the relationship between each trait and fitness components varied among fimilies for two traits, emergence week during survival to establishment (Table 16A) and seed weight during survival to the onset of winter (marginal interaction term) (Figure 26). These early episodes provided the most power for testing for heterogeneous slopes because they had more observations per family than later episodes (see survivorship above). When slopes were not heterogeneous among families, one trait, initial size, approached significance for fimily efi‘ect on survival to the onset of winter (Figure 28, Table 16B), while other traits showed no significant fimily efieas (Figure 27, Table 16B). hiatemal selection 111g local scale Spatial variation in biotic and abiotic fictors can affect among fimily differences in phenotypic traits, fitness components, and in the relationship between phenotype and Mess at two scales: transects (25 m apart) and blocks (adjacent pairs separated by 10 m). 153 Table 14. One-way analysis of variance of fimily variation in survivorship for globally planted seedlings in 1993 at TU Ave for four episodes: 1) survival through establishment (A), 2) survival to the onset of winter (B), 3) survival to spring (C), and 4) final fecundity (D). Only fimilies with two or more ofl‘spring in a given episode were included in this analysis. Degrees of freedom are for the numerator and denominator, respectively. Episode Source 1?.2 df MS F P A. Survival to establishment Family 0.12 51,321 0.08 0.91 0.6490 B. Survival to the onset of winter Family 0.20 51, 336 0.24 1.38 0.0538 C. Survivalto spring Family 0.17 48, 205 0.20 0.88 0.6892 D. Fecundity Family 0.32 27, 45 92.65 0.81 0.7213 154 Figure 25. The opportunity for maternal selection portrayed as the among fimily variance in relative Mess in each episode for locally and globally planted seedlings. Relative fimily fitness is calculated as mean family fitness standardized by the grand mean of fimily fitnesses for the sample population. 155 Eon—52338 9 332% I has}, “—0 wows—O 05 OH Egan—m madam 9 3:33 A €886; _ _ moa— N03 .35qu 4.24001— 17..qu ~°9~Q2 ._ 3.6 09mm :3 336 2 .nm 236 3— .3 Quad mmm .3 SIRE— Emad 2 .3 3E8 62 .3 Seed mmn .33 ESE 385 2 ._ cod named c2 .~ 36 3.86 m8 4 Rd one—5:: 336 mm .3 good 22 .9 396 mmm .3 38.: com .3 2.3283."— meaod mm .9 «~36 SH .3 Sofie mmN .3 836 com .33 ESE 336 mu .2 $6 $86 3: ._ 36 $8.: mmm ._ and 38.: own 4 end 0.83 383225 wcvmd 2 .5 082. 3— .x... $86 mmm .3 $56 33 .3 210.226 SSS S .9 MES 82 .2 88d SN .2 ES SN .2 £832 88.: S ._ 36 326 3— ._ and 32d mmm ._ and wwwnd ooN ._ vmd Emma)» 30m mono—m 9583880: .< m :0 Aw— m .5. mm m a. “a m .20 A... baa—Sou main». 3 3325 88:23.26 828 8 3225 “BASE—€80 3 :2sz 383m 836m 8:33 we 88 3:8 .3 £2.33 no 88 E 2.3. was Soho amaze me 850%2 Be 323 083 A5 moan—a macaw mono—m .«e bmouoweouo: wan—am? 8: was: =a Hem £358 303.0% $33 re:— 8353 3.5% 8.893 .«e 88 Egg—com .3 £8.33 we 83 _ 23,—. .8 v3.3 83 oogufiwmm A3 mono—m we £08388.— 8255 3 «EB ecuofioafi 05 v2.22: .868 S 2: .22 E 2:563 .22» BL 8:628 .2635: EL 3838 65 36.286 é 286:. «582.4 65 .2 65.: 158 mgad 3. .9. 396 SN .33 hams..— S85 3. ._ :3 885 3a ._ mg as... E 223 319. 8...; EN .2 88d 38 .2 SEE $85 3. ._ $5 323 EN ._ 2 .o 23.: gm ._ 12 8a 3:5 585 3. .S 83° «.2 .2 32 .o as .2 $8....— 325 3. ._ two $86 3N ._ 23 :22 3a ._ o3 “.83 semsam 38d 3. .2. 8:3 SN .2 Soho 8m .2 Ea: as... 3. ._ 33 EN; EN ._ a; 285 can ._ 2d ammo: Bow magma £5 .m m .6 «a m a. .... m a. N... n. a. R gun—com mam—mm 8 3225 52:3 ,3 $28 3 3225 2585:2350 3 33.55 885m ooh—om 3.253 2 03.: 159 Figure 26. The phenotypic distribution of seed weight for all globally planted seedlings (A), the distribution of family means (I) in standard deviation units with 10, 25, median, 75, and 95 percentiles depicted (B), and the overall linear relationship between seed weight and survival to the onset of winter (C). ‘ n, A , 160 / _* a _ =— _ .3: _ a an _ _ _ 3.2. 19.8. 6 7 0. A<>~>M3m m>F<4md l l gays-116‘ >Ag 60 ‘73 50 g 40 30 20 10 muA 2am mN.N mmm 5N". oF—iv—I mmd mNd- tn 5. 9 mm.—. V3 l‘. F—I . mN.N- mud- SEED WEIGHT MJDPOINT Figure 26. 161 Figure 27. The phenotypic distribution of emergence week for all globally planted seedlings (A), the distribution of family means (I) in standard deviation units with 10, 25, median, 75, and 95 percentiles depicted (B), and the overall linear relationship between emergence week and survival to the onset of winter (C). 162 t—i vb DJ p—ny—up—a n—IN l LilL llll lllJ 111] [Ill 1111 RELATIVE SURVIVAL 99.0.0 aquacu— . [111 111 .4 FAMILY I .IIIIII lIII'I .I . In“ I II I I] I: I I I I. II I Figure 27. <-3 -2.5 I I III 'I“ I ;I III 1 I I I I | 1 I I I . I | I I I II I... I ' I In. I I II III" II II 'IIII I I I I III I I III I -1 0 1 2 EMERGENCE WEEK STD -1.5 -o.5 0.5 1.5 2.5 EMERGENCE WEEK MIDPOINT 3.5 >=4 163 Figure 28. The phenotypic distribution of initial size for all globally planted seedlings (A), the distribution of family means (I) in standard deviation units with 10, 25, median, 75, and 95 percentiles depicted (B), and the overall linear relationship between initial size and survival to the onset of winter (C). The two lines in (C) are for overall regression and weighted average of within family regressions, respectively. 164 FREQUENCY <-2.5 -2.25 -1.75 -1.25 -0.75 -0.25 0.25 0.75 1.25 1.75 2.25 >=2.5 INITIAL SIZE MIDPOINT Figure 28. 165 Spatial variation in fitness conmonents In general, there was little significant variation among transects in survivorship or fecundity (Table 17). Transects difl‘ered significantly in survivorship only for two episodes in 1992 for both natural and planted seedlings: survival to the onset of winter and survival to spring (natural seedlings only). In contrast, blocks difi'ered significantly in survivorship and fecundity across all episodes for both natural and planted seedlings (Table 17). The one exception to significant spatial variation in survivorship at the scale of blocks were the 1992 planted seedlings, probably due to the limited sample size in that category. The AN OVA models accounted for 3 to 20% of the variation in fitness components when only transect and block were included in the model. For planted seedlings, the inclusion of nested family efl‘ects increased the R2 ; these models accounted for 20 to 59% of the variance in fitness. The spatial pattern of variation in survivorship and fecundity among blocks difl‘ered across episodes (Figures 29-30BCEF). When contiguous blocks were sampled for all episodes in 1993, survival to establishment was more uniform across adjacent blocks than survivorship in subsequent episodes. Also the variance among blocks increased through subsequent episodes. Coeflicients of variation for the grand mean across blocks demonstrated that spring survivorship (CV ranged from 31.4 to 46.0 across years), and fecundity (range=30.5 to 46.2) were much more variable than survivorship through establishment (range=5.5 to 8.0) and survival to the onset of winter (range=12.6 to 29.4). In addition, some blocks showed consistent patterns among years, while others varied across years. For example, spring survival was relatively low in blocks 11 and 12 in both years, however, survival to spring was high in block 1 in 1992, but relatively poor in 1993 166 0000.0 8.. .0... 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Only planted seedlings in 1993 displayed significant variation in phenotypic traits among transects, largely due to differences in emergence week. In contrast, phenotypic traits difl'ered significantly among blocks within transect (Table 18). Univariate ANOVA’s suggested that fall size varied significantly among blocks for both natural and planted seedlings in both years (Figures 29-30AD), while the significance of other traits varied among years (Table 18). Spatial variation in phenoflpic selection Both linear selection difierentials and gradients, measures of phenotypic selection, showed significant variation among transects (Figures 31-32). Ninety-five percent confidence intervals did not overlap for both the linear differential and gradient for fall size in the natural seedlings in 1993 and for the linear difl‘erential for emergence week in the planted seedlings in 1992. Other traits showed little overlap in confidence intervals: 1992 linear differentials for emergence week and fall size and 1993 linear differential on initial size. In this analysis 95% confidence intervals were based on limited resampling (n=250) hindering my ability to detect spatial variation. Despite this limitation, I detected spatial variation in the linear components of phenotypic selection across transects. 169 Figure 29. The spatial scale of phenotypic and demographic variation for natural (A, B, C) and planted seedlings (D,E,F) in 1992. Block means (i 1 standard error ) for phenotypic variation in seed weight (k), emergence week (I), initial size (0), and fall size (A) (A, D), survivorship through three episodes, survival to establishment (I), survival to the onset of winter (0), survival to spring (A) (B, E), and fecundity in the final episode (36) (C, F). The grand mean across blocks is depicted by a line for each episode of survival or reproduction. Blocks are located on forest edge and interior. 170 A NATURAL D PLANTED 10 10 9 9 7 7 cZD 6 6 O Q 4 4 E 3 3 E 2 2 1 1 2’ . 1 : I 3 0.9-‘+—l—-l L+——,J+ 09—: 0.8— 08-; «0.73? 9 9 Q i 0.7—g 06‘E—-r9--———----—-F§‘ 06‘; 05— i 0.5—; $0.41} 4 I i i 04‘? E 03-: ........ I. . . ................. TM} ....... in 03—; 02—; 02‘? E014: i 0.1—2 OdC 0 F 104 14 MEAN FECUNDITY .1:- u. 1.1 H—I H1 5.... 01 co 1 1 Hm—I 1-—-l—1 Hut * l- o o“ 1248911121517 1248911121517 BLOCK BLOCK EDGE INTERIOR EDGE INTERIOR Figure 29. 171 Figure 30. The spatial scale of phenotypic and demographic variation for natural (A B, C) and planted seedlings (D,E,F) in 1993. Block means (i 1 standard error ) for phenotypic variation in seed weight (*), emergence week (I), initial size (I), and fall size (A) (A, D), survivorship through three episodes, survival to establishment (I), survival to the onset of winter (0), survival to spring (A) (B, E), and fecundity in the final episode (36) (C, F). The grand mean across blocks is depicted by a line for each episode of survival or reproduction. Blocks are located on forest edge and interior. 172 A NATURAL MEAN PHENOTYPE -- N w a. u- o \1 co D PLANTED r—‘NW-fi-MO‘INOO 1 B I ll! :32 3 9 20.7 if Eon-3 ‘i u “ ‘ s”? 9 i l} w0.4f 303—355} } E3333 0- c F 32 1:33 3 if: 1113513 W N E]: 15513323 PE :3 h Hm“ F‘NMVWNDI‘QChofiNMVVDwaO‘o —————————— N EDGE | INTERIOR Figure 30. v—NMV‘WOFwO‘O—‘NMVWOFQQO o—nu—u—u—u—Qv—u—n—v—u—N EDGE INTERIOR 173 88¢ 88... 885 885 885 women one a; Sad 98:: ESE 885 82:. £85 :83 885 28 NE SN 32 9855 E85 982 386 28.: ~33 285 2 v 9:. 23 88:5 82 8.55 d 885 m8? 385 885 «.89 3 Rd 83 €825 E85 $86 23.... 3:... 385 2 m and :3 6855 82 1352.0 :86 :25 :85 386 «83. c2 SN 5: N35 $8.6 Eaam $85 $35 83.... 8E5 885 E: ”a m: 83 833.: :88 $85 33.3 33° :26 2.25 e v 02 83 685:. 82 BEE .m 886 885 885 885 SE a Sam on? Egg: :85 5:3 285 NEE 326 n m a? $3 8855 82 3532 .< 85 E83 EEQB m E E. m E 888 ii 03m GEE 88385 woom hog—«£8289 838852 .853 Egg BOZ< E 3 32 23 mom: 3 mwfiuoom v85:— Ea wagon—o £23.:— uom 3:5 own—bogs; E scat? 33% 05.? 0235?? abs; come: gum—«>332 .m— 032. 174 Phenotypic selection also varied across blocks (Figure 33-34). Non-overlapping confidence intervals in the linear differential for initial size in the planted seedlings and for emergence week and initial size in natural seedlings and for the linear gradient for emergence week in the natural seedlings all indicated spatial variability (Figure 34). Other traits showed minimal overlap in confidence intervals ie. linear differential for fall size (Figure 34E). Despite the very limited resampling efi‘ort (n=50), selection varied at a scale of 10 meters for some traits i.e. emergence week and initial size. In contrast, selection on fall size appeared more consistent across larger spatial scales. The spatial scale of variation in phenotypic selection also difi‘ered among episodes. W32 For maternal families planted locally in both years, the variance in relative fitness at the family level indicates the opportunity for maternal selection is greatest in two episodes: spring survival and fecundity (Figure 25). The total variance across episodes is greater for locally planted families than for globally planted families. This difference between families planted at these two spatial scales may indicative of the extent to which spatial variation in biotic and abiotic factors may afi‘ect phenotypic differences among families either in traits, in components of Mess, or in phenotypic selection. This comparison is compromised by the different numbers of families considered at these two scales, but the pattern suggests that when families experience local conditions only, the among family variance in relative fitness is greater. 175 Figure 3 1. Spatial variation in phenotypic selection between transects along forest edge (1) and interior (2) for natural and experimentally planted seedlings in 1992. The linear selection difierentials (A, C) and linear selection gradients (B, D) for three traits, emergence week, initial size, and fall size, in each viability and fecundity episode. Codes for each episode as in Figure 25. Total magnitude of selection across all episodes is depicted by (C) and is based on reconstructed phenotypic variance-covariance matrix (see Chapter 2). 95% confidence intervals for total values are also depicted by (O) and are based on 250 resampled data sets for each transect. Natural seedlings along transect 2 in 1992 have confidence intervals that exceed the upper and lower axis values. SELECTION DIFFERENTIAL SELECTION GRADIENT 0100-3 -0200 j -0300 ‘ -0100 j -0200 j -0300 176 NATURAL INITIAL FALL WEEK SIZE SIZE 0.700 , 0.600 1 0.500 0.400 2 0.300 j 0.200 2 0100-3 0000-: -0.100-3 -0.200-: -0.300 ‘ 0.700 , 0.600 Z 0500-: in 0.400 I 0300-? 0200—3 0100—5 0000-3 $2 4 E -0. 100 -0.200 . -0.300 ‘ Figure31. 2 l 2 TRANSECT PLANTED INITIAL FALL WEEK SIZE SIZE 0.700 . 0.600 ‘ 0.500 0.400 I 0.300 0.200 I 0.100 j 0.000—j ma HZ 0.700 . 0.600 j 0.500 ‘ LLL 0.400 . 0.300 0.200 , 0.100 j 0.000% I 1 2 l 2 TRANSECT l 177 Figure 32. Spatial variation in phenotypic selection between transects along forest edge (1) and interior (2) for natural and experimentally planted seedlings in 1993. The linear selection differentials (A, C) and linear selection gradients (B, D) for three traits, emergence week, initial size, and fall size, in each viability and fecundity episode. Codes for each episode as in Figure 25. Total magnitude of selection across all episodes is depicted by (O) and is based on reconstructed phenotypic variance-covariance matrix (see Chapter 2). 95% confidence intervals for total values are also depicted by (O) and are based on 250 resampled data sets for each transect. SELECTION DIFFERENTIAL SELECTION GRADIENT -0100 Z -0200 j -0300 -0100 -0200 -0300 q 178 NATURAL WEEK INITIAL FALL SIZE SIZE 0.700 1 A 0.600 1 i 0.500 , 0.400 2 0.300 0.200 1 0100-1 0000—; i -0.100-§ 0200 j A -0300 ‘ 0.700 1 0.600 ? 0.500 0.400 0.300 0.200—j 0.100-i 0.000—j IW -0100 j -0.200 Figure 32. 2 1 2 TRANSECT -0300 ‘ PLANTED WEEK INITIAL FALL SIZE 0.700 , 0.600 j 0.500 0.400 ‘ 0.300 0.200 0.100 , 0.000—j Eire Wit 0.700 0.600 1 0.500 f 0.400 I 0.300 ‘ 0200-3 0100-3 0000-; _@‘ i 2 l TRANSECT 2 179 Figure 33. Spatial variability in phenotypic selection among blocks along the edge (1-10) and interior (1 1-20) transects for natural seedlings in 1993. Linear selection differentials (A,B,C) and linear selection gradients (D,E,F) in each viability and fecundity episode for three traits, emergence week, initial size, and fall size are shown. The total magnitude of selection across all episodes is depicted by (O) and is based on reconstructed phenotypic variance-covariance matrix (see Chapter 2). 95% confidence intervals for total values are based on 50 resampled data sets for each block. Total values are connected by a line for visual clarity. 180 .8 28.. 060.... .60.... MMUNHHUHN68L9SVEZI WMUWHHUHM68L9SV£ZI 8.? 8.? o 8.? 8.? s 8.? 8...-m 8.? 8.? 3 8... 8... w 8... 8... N 8... 8... 9 8... 8... m 8... 8... m 8.. 8.. w. 8.. 8.. a 8.? 8.? 8.? 8.?m 8.? 8.? M 8.? 8.?w 8... 8... N 8... 8... a 8... 8... m 8... 8... m 8... 8... ...... 8.. m 8.. 8.. ma 1535.5 U Emma < 181 €86.83 5:2... 3.38 .853 .«o .88 on. 3 R>E=m macaw 8 E225 368.com DIEI z 0 .....68. 8 2a.... M0015 IIIIIIII 8L9$V€IO68L9SV€ZI mNfi 417$ m and- cod- ovd- omd- cod N end ovd cod ow .o co. _ ON. _ OLLDEI'IEIS TVILNEIH'EIJlICI 182 Figure 34. Spatial variability in phenotypic selection among blocks along the edge (1- 10) and interior (1 1-20) transects for experimental seedlings in 1993. Linear selection differentials (A,B,C) and linear selection gradients (D,E,F) in each viability and fecundity episode for three traits, emergence week, initial size, and fall size are shown. The total magnitude of selection across all episodes is depicted by (O) and is based on reconstructed phenotypic variance-covariance matrix (see Chapter 2). 95% confidence intervals for total values are based on 50 resampled data sets for each block. Total values are connected by a line for visual clarity. Confidence intervals exceed the upper or lower axis values in five cases in blocks 3 and 12. 183 MUOAm 83322232222 a m h o n v m N— NNB A.>....m 80.5.8388 8 .8>.>....m 0.58am. 3.50m .880. 00:85.58 8.. 008...... 0.03 80.8.68 .... .....8 ... 25 8.88.08.88.18 ...... 8...... 3 .558 .8 5.8.3... .38 2.. 8 .258 .8 888......800 .88.... .8>.>....8 A. 8008...». 8.6,. 8.. 03.. D... .8 mg. ...... moo. ... $5.000... .558... 8.. 828.0238 ... 5.8.0.... 3.2.8 8.. wggcooa 0....3 8805.. 5303...... ..e 8.80.08 .8888... 0588.0 3 00:85.60 .... 8.8.8.8.... .0807. .o. 058... 187 8...... 88... .088 . 8...... 00.... 888.88 . .80... 8.8.... 8.... 08. .. . S80... 80... ..88.. . 08.8 ...... 8.88.... 88.8 08.... . 8...... 88.. 888.8 . 08.8 1...... 88...... 88.. 000... 8... 088... .... 0:8 80. .88.... 88...... 88..... 08.8 808.. ... 8...... 88... 800.8 8. .8... 8...... 08.. 8.0... 88. 80... 8...... 88.. 880.8 088 88... .0802 88... 88...... ... 0.. ..8 .308 8... ... 88.8 000.. . 808...... 08.8 .8. .8 . 08.8 ...... 808.... 88.8 88.... . 0088... 88... .2... . 08.8 ......8. .003 8.08.... 8.8 088.. . 888... 88.. ...8.. . 00:08.08... 8088... ..8.. 808... 88 888.... 88.. 88.8 80 .88.... 88...... 0.8.... ...... 88..... 8 888.... 88.. 088.8 8 .00... .888... 88.. 088.... 88 80... :8... 88.. 888.8 08. ..8... .0802 888. 80.8.... .< .. ... 8.). ... .8 .. .. 8s. 8.. .8 5.0.5008. $.38 ... .8>.>..=m 0008...... 00.2% ......80. .8. 0.888 188 DISCUSSION In this population of C. verna the variance among maternal families in mean relative Mess of individual family members relative to the family mean in the population demonstrates that the prerequisite for maternal selection is met both at the local and global scales. Furthermore, the decline in number of families through the episodes of selection .4 (from 56 to 43 for global families and from 77 to 43 in 1992 and 191 to 128 in 1993 for local families) indicates that there is difl‘erential extinction and proliferation of maternal family groups. The examination the relationship between family membership and fitness components at two spatial scales indicates that 1) variation in absolute survivorship, 2) variation in phenotypic traits, 3) variation in the relationship between phenotype and fitness and 4) spatial variation in 1-3 all contribute to among family variance in this natural population. Maternal selection on a global scale For globally planted families experiencing the average in environmental conditions, the variance among families does not appear to be influenced by differences in absolute survivorship or fecundity (Table 14). However, significant differences in the multivariate phenotype among global families could contribute to the opportunity for maternal selection. These familial phenotypic differences are consistent with the evidence for maternal inheritance of these traits described in Chapter 1. Two lines of evidence also suggest that the opportunity for maternal selection is influenced by variation in phenotypic selection among families: 1) families difi‘ered in their fitness functions, ie. slopes were heterogeneous in AN COVA, or 2) families perceived 189 selection similarly (slopes were homogeneous), but difl‘ered in relative Mess for other reasons i. e. significant family effects in AN COVA excluding non-significant interaction term. In the mivariate selection analyses for global families, slopes were significantly heterogeneous for two traits, emergence week on the survival to establishment and seed weight on survival to the onset of winter (Figure 26, P<0.0548) (Table 15). In later episodes this AN COVA approach is compromised by few observations per family. In general, the significance of this interaction would be best evaluated by many observations within families. In the absence of heterogeneity of phenotypic selection among families, one trait, initial size displayed marginally significant family effects on individual survival to the onset of winter (Figure 27, Table 15). The description of phenotypic selection for global families is limited by the small number of individuals observed. This efi‘ect of this small sample size is evident in the comparison of significance of selection coefficients between all planted seedlings (Chapter 2, Table 18) and global seedlings only (Table 15). When only global seedlings are included, the selection coefficients are similar in magnitude but lack significance in a number of episodes. As a result of this statistical limitation, the detection of family efl'ects is also limited. However, in spite of these limitations both types of family effects are evident. These two types of family efl‘ects indicate the potential for maternal selection. The amount of variation accounted for by family efl‘ects represents the maximum amount of variance that any given maternal family attribute may contribute to the model ( see Heisler and Damuth 1987 ). This maternal family attribute is a property of the family group and could include, for example, the family mean phenotype, a specific maternal trait, or an emergent property of the family group. Contextual analysis separates individual fiom 190 group effects on Mess by including both individual traits and group attributes (Heisler and Damuth, 1987 ; Goodnight et a]. 1992; Stevens et al. 1995). In contextual models, therefore, one could compare selection at the individual and group level. For example, one could evaluate whether group selection favored an attribute that was not favored by individual selection, a common assrunption of theoretical models for the evolution of altruism (Breden 1990). Furthermore, one could determine whether individual selection indirectly generates selection at the group level or vice versa (Goodnight et a1 1992). In this study maternal family attributes were not inchrded in univariate selection models, so the nature of selection at different levels can not be evaluated. The significance of this study is that it indicates the potential for maternal selection on seed weight, emergence week and initial size in the early viability selection episodes in a natural population. Measures of maternal phenotype and larger sample sizes would allow contextual analysis of phenotypic selection. M_aternal selection on a local scale Spatial variation in biotic and abiotic factors can also affect the opportunity for maternal selection. The opportunity of maternal selection is greater for locally planted seedlings relative to globally planted seedlings indicating that spatial variation may contribute to among family variance. This comparison is based on difi‘erent numbers of families between groups which could bias the variance in either direction (Figure 25). However, the evidence for spatial variation in absolute survivorship (Table 17, Figures 29- 3OBCEF), in the multivariate phenotype (Table 18, Figures 29-30AD), and in phenotypic selection (Figures 31-34) especially at the block scale supports the conclusion that spatial variation contributes to the opportunity for maternal selection. In addition, the spatial 191 pattern of absolute survivorship among the episodes suggests that biotic and abiotic factors acting as agents of selection in different episodes operate at difierent spatial scales (Figures 31-32). To evaluate the contribution of family effects on individual relative Mess, I accounted for this spatial variation in two ways. First, I analyzed rrmltivariate phenotypic selection by block including a family efiect in an AN COVA model This analysis involved a large number of regression models for each episode and each block (n=106 models). As in the analysis of global seedlings, few individuals in each block limited these statistical descriptions of selection. In the 17 significant models, 10 showed significant family efi‘ects. This result suggests the potential for maternal selection in these blocks during certain episodes. IfI corrected for the large number of regression models tested by adjusting for table-wide significance (Rice 1989), however, this evidence for the potential for maternal selection is no longer significant. Second, in a single AN COVA I examined differences in individual Mess among blocks and families within blocks by accounting for the average multivariate Mess Motion across the whole population in each episode (Table 19). In these models the statistical description of selection was more robust because it was based on larger sample sizes. Significant efl‘ects of block and family within block indicated the potential for selection at two hierarchical scales, among blocks and among families within blocks. In contrast to AN COVAs by block, these models do not allow for spatial variation in phenotypic selection. Rather, they demonstrate that when phenotypic selection is homogeneous across the population, blocks and families within them differed in relative Mess. 192 In their contextual analysis of individual size in Impatiens, Stevens et al. (1995) found evidence for group selection operating among patches distributed over similar spatial scales as the block in this study. Selection coemcients on individual size and mean size of the group difi‘ered in sign indicating opposition across levels of selection. Kelly (1996) experimentally manipulated plant architecture to demonstrate that interactions among near neighbors can have Mess consequences on target individuals in Impatiens. His description of this interaction as kin selection depends on his assumption that interacting individuals were relatives. In this study interaction among related offspring was minimized because offspring were separated by a minimum distance of 8 cm when seeds were planted. Therefore, evidence for kin selection is most likely to due to mother- ofi‘spring interactions, not sibling interactions afier germination. Studies of spatial variation in individual phenotypic selection have demonstrated significant variation in selection over similar spatial scales (Kalisz 1986; Scheiner 1989; Kelly 1992; Stratton 1992a). The spatial scale of variation in phenotypic selection relative to gene flow and the strength of selection interact to determine the rate and scale of local adaptive evolution. Local adaptation is a common feature in many natural plant populations (e. g. Bennington and McGraw 1995b). Differences in phenotypic selection can produce locally adapted phenotypes over very short spatial scales (Antonovics et 31.1971). In this study there is very little evidence for local adaptation because home and away families did not differ significantly in any Mess component. Nevertheless, spatial variation in selection can be a potent force for maintaining genetic variation in populations (Haldane and Jaykar 1963; Barton and Turelli 1987). 193 Inheritance of ggup traits It is possible that response to selection of group attributes may be a fimction of indirect selection on correlated traits at the individual level that are heritable (Goodnight 1990 a,b). One interesting feature of maternal selection, a type of kin selection , however is the possibility that maternal inheritance (Chapter 1) may provide a mechanistic model for the inheritance of group attributes. While Cheverud (1984) has demonstrated how genetic covariances can afi‘ect the evolution of altruistic interactions between mothers and their offspring and produce unusual evolutionary responses, it is also possible that in the absence of pleiotropy the heritability of a maternal attribute with direct efi‘ects on ofi‘spring Mess could allow response to selection at the maternal family level For example, genetically based variation among mothers in provisioning could cause difi'erential survival among maternal families. The selection difi‘erential on this maternal attribute mediated by offspring survival will determine the mean provisioning value among mothers in the next generation. Genetic covariances among this provisioning trait and offspring traits could constrain or enhance this selection response (see Chapter 1). Thus, maternal inheritance can provide an alternative mechanism for the inheritance of group attributes in a maternal selection model. Understanding the interplay between maternal inheritance and maternal selection and their influence on multivariate evolution would provide a unique view of the role of maternal effects on levels of selection. Conclusions In plant populations maternal family groups are spatially structured as a result of limited seed dispersal. Differences in the relative survival or fecundity of individual ofispring in these maternal family groups creates the opportunity for selection at two 194 hierarchical levels: among individuals and among maternal families. This study clearly demonstrates the opportunity for maternal selection at two spatial scales. A number of factors contribute to the among maternal family variance in relative Mess. Maternal families vary phenotypically. This phenotypic variation is likely to be due both to maternal inheritance of juvenile traits and to spatial variability in the environment. Furthermore, families vary in survival and fecundity. Variation in relative individual survival and fecundity can be attributed both to phenotypic attributes of the individuals, to family membership, and to spatial location (i. e. block). The magritude of variation attributed to family or block represents the maximum amount of variance that any specific maternal attribute or group attribute may explain indicating the potential for selection at these hierarchical levels. Furthermore, maternal inheritance of these traits (Chapter 1) provides a mechanism for the inheritance of group level effects. LIST OF REFERENCES LIST OF REFERENCES Antonovics, J., and J. Schmitt. 1986. 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