Applied Vegetation Science 17 (2014) 302–311

SPECIAL FEATURE: ECOLOGICAL RESTORATION A simple test for alternative states in ecological restoration: the use of principal response curves Josu G. Alday & Rob H. Marrs

Keywords Acid-grassland; Calluna-heathland; Long-term monitoring; Pteridium aquilinum; Resilience; Resistance; Species composition Abbreviations AS = Alternative state; ASS = Alternative stable state; NVC = National Vegetation Classification types; PRC = Principal response curves; RDA = Redundancy analysis Nomenclature Rodwell (1991, 1992) Received 14 February 2013 Accepted 31 May 2013 Co-ordinating Editor: Lawrence Walker

Rob H. Marrs (corresponding author: [email protected]) & Josu G. Alday ([email protected]): School of Environmental Sciences, University of Liverpool, Liverpool, L69 3GP, UK

Abstract Aims: Ecological resistance and resilience and its link to alternative states is an important concept in ecological restoration. In many situations there is a need to flip one ecosystem state to another and then keep it there; thus there is a need to overcome the resistance/resilience of the starting community and create another one with sufficient resistance/resilience to maintain it in that state. The difficulty for ecological restoration is that these concepts are complicated to measure in practice, and hence tend to be discussed in rather abstract terms. Here, we describe the application of principal response curves (PRC) to test for the creation of alternative states or alternative stable states in ecological restoration studies. Location: Six experiments on acid grassland and heathland invaded by Pteridium aquilinum across Great Britain. Methods: We use PRC, a multivariate approach, to measure change in ecological restoration experiments that allows a formal test of whether alternative states are created. We used PRC to test for change in plant species composition in a series of replicated experiments designed to change a late-successional ecosystem, dominated by P. aquilinum, into either heathland or acid grassland. Here, we tested three Pteridium control treatments, including two ‘one-off’ treatments (applied only at the start) and a ‘repeated’ (applied regularly) treatment, against an untreated experimental control. Results: In the heathland targets, alternative states were induced within 10 yrs using the ‘repeated’ treatment (cutting twice per year). All ‘one-off’ treatments either did not overcome the resistance of the starting community or if they did, produced a temporary displacement, but the resilience of the initial state was too high and there was a rapid reversion to the starting community. In the grassland community, alternative states were induced by ‘repeated’ treatment (cutting twice per year), but the ‘one-off’ treatment suggested creation of an alternative stable state that lasted 10 yrs. Conclusions: For the first time, there is a methodology using PRC that tests for the creation of alternative states or alternative stable states in ecological restoration research. The drawback is that a long-term data set from replicated experiments with an untreated control treatment is needed.

Introduction A common goal in ecological restoration is attempting to establish a specific target community, process (e.g. succession) or ecosystem condition (H€ olzel et al. 2012). However, when any restoration management approach is applied there are two important questions that need to be

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answered: (1) does the restoration treatment applied produce the desired effect; and (2) if the desired restored community is created, is it stable through time? Knowledge of the effectiveness and stability of restoration action is, therefore, of strategic importance, especially when considering the limited resources available for ecological restoration. Accordingly, it is crucial to base restoration decisions

Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

A simple test for alternative [stable] states

J.G. Alday and R.H. Marrs

and programmes on a sound understanding of ecological mechanisms, processes and stability. Ecological restoration can be considered as the practical implementation of management actions based on successional concepts and processes to restore self-sustaining ecosystems on degraded land (Walker et al. 2006; Hobbs et al. 2007). In fact, ecological restoration usually involves the change of one ecosystem (degraded) into another (restored), and implicit in this are the concepts of ecosystem stability, which in turn depends on ecosystem resistance and resilience and the potential to move to an alternative state. In this paper, we considered ecosystem resilience as the ability of the system to return to its original state after a perturbation (Leps et al. 1982; Pimm 1984); others (e.g. Peterson et al. 1998) have used the term ‘engineering resilience’ for the same process. The higher the resilience of an ecosystem, the shorter is its recovery or return time to equilibrium following a perturbation. In contrast, resistance is the ability of the system to avoid displacement during periods of perturbation of its environment (Leps et al. 1982). From a theoretical perspective, the aims of ecological restoration should be to move the existing degraded ecosystem state to a more appropriate ‘desired’ state, with its own ecosystem structure, function and biodiversity (SERI 2004). This effort involves overcoming the resistance of the degraded community (i.e. ability of the degraded ecosystem to avoid displacement) and its resilience (i.e. ability of the degraded ecosystem to return to its original state after restoration actions), and move it towards a new, restored state. Essentially this process creates an alternative stable state (ASS; sensu Beisner et al. 2003). ASS theory predicts that ecosystems can exist in multiple states under the same external environmental conditions, moving from one stable state to another only through a perturbation (Beisner et al. 2003). This concept is often visualized as a landscape plane derived from the ecosystem parameters, with the possible states as depressions or basins of attraction within the landscape (Fig. S1). The ecosystem is usually illustrated as a sphere made up of state variables (e.g. species composition). A stable ecosystem has sufficient resistance and resilience to maintain itself in a stable state, i.e. it will not flip into another state by itself. From a restoration perspective, degraded communities can be viewed as stable (quarry, mined sites, invaded communities) or transient (early-established community, mid-successional plagio-climax communities), therefore, in the first case nothing will change without management intervention through some form of perturbation, whereas in the second although some changes may occur without intervention, using management actions could accelerate and direct the successional trajectory (Fig. S1a,b). However, in some situations if the resistance to perturbation of the degraded

ecosystem is high, no large movement will be produced (Fig. S1a), whereas if the resistance to management is low, the restoration treatment may be sufficent to allow the successional trajectory to reach a new set of state variables (Fig. S1c). However, where the starting community has a high resilience, the degraded ecosystem will re-establish itself rapidly (Marrs et al. 2000), thus wasting restoration effort (Fig. S1b). To effect change to a different state, a perturbation will need to be applied to overcome both the resistance and resilience of the degraded community and flip it into another basin of attraction where a new state is created, ideally with its own high resistance and resilience to prevent a return to the starting state (Fig. S1c). Thus, an alternative stable state (ASS) has been achieved, i.e. the effect has been created through a single perturbation or a group of perturbations that have stopped. In some ecological restoration scenarios, continuous perturbations might be used (e.g. repeated treatment application in time); here, it is impossible to know whether an ASS has really been produced (Fig. S1c) because the continuous treatments may merely maintain the ecosystem in ‘limbo’. Where this occurs, the perturbations have overcome the initial resistance of the initial state (degraded ecosystem) but there is no evidence that the resilience of the newly-created ecosystem can be maintained without the continuous treatment; hence, in this situation, the newly-created ecosystem is better termed an alternative state (AS; Fig. S1d). These theoretical concepts are excellent for illustrating how ecological restoration could, and perhaps should, work. However, they are often difficult to test under reallife situations. Recently, many studies have attempted to develop methods for measuring restoration success in different ways: using multivariate techniques (McCoy & Mushinsky 2002), creating new indices (Jaunatre et al. 2013) or comparing restoration treatment trajectories in multivariate ordinations techniques (Laughlin et al. 2006; Alday et al. 2011a,b). However, there have been few attempts to identify both the success of treatments in creating the target ecosystems and their stability (but see Schr€ oder et al. 2005; Jaunatre et al. 2013), which in turn inform us about ecosystem resistance and resilience, and the potential for the restoration treatment to move the degraded community to an alternative state. Motivated by this, we have developed a methodology based on the ordination technique principal response curves (PRC) to identify, with a simple test, not only the effectiveness of restoration treatments applied, but also the stability of the restored ecosystem (i.e. an easy method to search for the possibility of alternative states, or alternative stable states, in restoration ecology experimental data sets). PRC is a special case of redundancy analysis (RDA) for multivariate responses in an experimental design with repeated

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observations, and can be used to quantify and visualize the overall effects of an applied perturbation (restoration intervention) relative to an untreated control. In analytical terms and from an ecological restoration perspective, PRC offers five advantages: (1) it reduces the treatment effects of the many species in the community to two dimensions (x-axis = representing time and y-axis = representing treatment effect); this allows us to identify both the effectiveness of applied treatments through time, and also the stability of the created community; (2) PRC allows a direct interpretation of restoration treatments from community level down to species level (Van den Brink & Ter Braak 1998); (3) The magnitude of the effect is comparable between different ecosystems and restoration treatments (Alday et al. 2013a); (4) When controls are monitored periodically, the temporal heterogeneity of the control community is considered within the analysis; and (5) Overall community effects can be tested statistically using linear mixed models, even including monitoring programmes with complex hierarchical spatial structures (Alday et al. 2013a). Here, we describe the application of PRC to test for the creation of ASS and AS in an on-going ecological restoration case study. The aims of this paper are to review the PRC method within an ongoing restoration study and illustrate how it can be used to identify whether AS and/or ASS have been created, and comment on the resistance and resilience of the starting communities. Finally, we discuss the advantages and limitations of this approach in ecological restoration studies.

Methods Potential use of PRC for detecting AS and ASS Principal response curves (PRCs; Van den Brink & ter Braak 1999) are a multivariate technique and as such can include all state variables of the ecosystem (e.g. species composition). PRC plot the temporal changes in species composition for each perturbation as deviations from the experimental control, which is represented graphically as a zero line. In terms of ecological restoration, the potential responses of a perturbation with respect to the creation of AS and ASS can be visualized relative to the experimental control (Fig. 1). The basic PRC output plot (Fig. 1a) shows the untreated control as zero line and a single treatment that deviates away from the control through time. The vertical line on the right is a list of species indicating species weights (bk). The species weights represent the affinity of each species to the treatments analysed: species with positive values increase with positive treatments, species with negative values decrease, and species with values near zero do not show any response to treatments. In this particular example (Fig. 1), the treatment will have a higher propor-

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tion of Sp1 and Sp2 relative to the control, and a lower proportion of Sp4 and Sp5. This distribution of species allows us to identify whether the restoration method applied is favouring or reducing the species composition of the target communities. The various potential outcomes relevant to ecological restoration are: 1. No significant compositional effect of the perturbation (Fig. 1b). Here the perturbation did not effect a significant movement away from the control; hence, resistance of the initial community is high. 2. A significant compositional effect of the perturbation, at least initially, but a return to the initial control state in time (Fig. 1c); here, there is either moderate resistance and/or high resilience of the initial state. The perturbation is not large enough to create an AS or ASS. 3. A significant compositional effect of the perturbation that moves away from the initial state and with no return to the original state (Fig. 1d); here, there is some evidence that the resistance of the initial state has been overcome and the resilience of the new state is sufficient to maintain it there – i.e. evidence of a new AS or ASS being created. 4. The difference, from an ecological restoration point of view, between an AS and ASS is illustrated in Fig. 1(e,f). Figure 1(e) illustrates the effect of a one-off perturbation that moves the ecosystem through time. The state created is not reverting through time hence there is evidence of an ASS being created. Figure 1(f) shows effectively the same response, but here the perturbation is continuously applied through time, hence this suggests that an AS has been created. As we have no evidence that it is stable without the effect of the continuously applied perturbation, we consider it best described as an AS. Here, we illustrate the use of PRC to test AS and ASS within a long-term experimental study designed to reverse succession. The aim of this restoration study was to move from one successional state (land dominated by Pteridium aquilinum) to a state dominated either by dwarf shrub heathland or acid grassland species.

The case study Pteridium aquilinum is a serious invasive weed of upland and marginal land in many parts of the world (Marrs & Watt 2006), including Great Britain. It is a native woodland species that can exist in dense stands once woodland cover is removed. Where it occurs outside woodland, it often invades heathland and acid grassland, producing a reduction in conservation value. Thus, ecological restoration of P. aquilinum-infested land can be viewed as a need to shift the existing degraded state dominated by P. aquilinum towards other states dominated either by dwarf shrub heathlands or grass–forb mixtures. Unfortunately, this

Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

A simple test for alternative [stable] states

J.G. Alday and R.H. Marrs

(a)

(b)

(c)

(d)

(e)

(f)

Fig. 1. Conceptual models of how Principal Response Curves (PRC) can be used to test for the creation of Alternative Stable States (ASS) and Alternative States (AS): (a) The basic diagram that appears when one treatment is contrasted against the untreated control, here there is a positive move away from the control and this is related to the species plotted on the vertical axis: (b–d) represent a range of potential generic outcomes; and (e,f) highlight the differences between ‘one-off’ and ‘continuous’ treatments. The individual graphs show: (b) no significant effect – resistance of the starting community is high, (c) an initial significant effect but a rapid recovery back to the starting state – resistance is less than (b) but resilience of the initial state is high. (d) an increasing departure form the untreated control indicates the creation of a different state, this response is further sub-divided into (e) where a one-off treatment creates an ASS, and (f) where repeated treatments create an AS. Significance is determined with linear mixed models.

cannot be achieved without intervention, as P. aquilinum is a well-known weed species that is difficult to control because of its high productivity, producing a dense frond cover and deep litter, which combine to reduce understorey vegetation (Marrs et al. 2000), and an extensive underground rhizome system with large carbohydrate reserves (Le Duc et al. 2003). Ecological restoration, therefore, requires a weed management strategy to reduce P. aquilinum abundance and then create a new community resembling either native heathland or acid grassland (Cox

et al. 2007, 2008; Stewart et al. 2008). Experience suggests that this is a long-term process (Marrs et al.1998). Among the different types of weed control that can be applied to control P. aquilinum and restore native vegetation, traditionally they have been viewed as one-off treatments, i.e. applied one or twice at the start of the restoration work, or as repeated treatments, where annual treatments are applied. Examples of the former include herbicide-based treatments and the latter include periodically cutting or bruising the bracken fronds (Alday et al. 2013b).

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Here, we describe an application of PRC analyses of results derived from a series of six stand-alone, replicated experiments where the starting state was vegetation dominated by P. aquilinum. In three experiments, the aim was to flip the initial state to dwarf shrub vegetation (preferably dominated by Calluna vulgaris heathland, H12; Rodwell 1991), and in the other to flip the initial state to an acid grassland state (U4 or U5; Rodwell 1992). The full methodology and a detailed analysis is available in Cox et al. (2007) and Alday et al. (2013b); here we concentrate on the use of PRC to test for AS and ASS and to identify resistance and resilience of the newly-created ecosystems. Briefly, within each experiment a randomized block experimental design was used with six P. aquilinum control treatments applied at the main plot level (10 9 40 m). At sub-plot level, various site-specific vegetation restoration treatments were applied. Monitoring In 1993, species composition was measured in selected random sub-plots in each experiment to ensure that the vegetation and bracken variables were similar; these data were not used in the PRC analysis. The vegetation in all experiments was monitored in June from 1994 to 2003, i.e. before application of the ‘repeated’ treatments. Quadrats (1 m 9 1 m) were placed at two or three pre-selected random co-ordinates on 1-m grids within each sub-(sub-) plot, and the cover of all vascular plant, bryophyte and lichen species recorded (Alday et al. 2013b). Data analysis Statistical analyses were performed in the R software environment (v.2.12.2; R Foundation for Statistical Computing, Vienna, Austria), using the vegan package for multivariate analyses and the nlme package for linear mixed models (LMM). For the multivariate analysis, all species that only occurred in <5% of quadrats were removed before analysis, and a log-transformation [loge(x + 1)] applied. As the dwarf shrub and grassland target sites showed clear separation in ordination space, separate PRC analyses were performed for each vegetation target (heathland or acid grassland; Alday et al. 2013b). All six main plot P. aquilinum control treatments were included in both PRC analyses (Alday et al. 2013b), but here for simplicity we only present illustrative examples of how this approach can be used to test for the creation of AS and ASS. In this study, we discuss (1) untreated (experimental control); (2) a ‘repeated’ treatment cut twice per year in both June and August every year, and two-one-off treatments; (3) Asulam herbicide in year 1 only; and (4) a single June cut in

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year 1 followed by Asulam spraying in year two (acid grassland experiments only). In the PRC analysis, we use the plot compositional data matrix (heathlands n = 454; grasslands n = 1269). Then, the overall community transformed species data at plot scale were standardized. The environmental variables were coded as a partial redundancy analysis that allows for time-specific treatment effects (Pteridum control treatments 9 time interactions) while controlling for the overall temporal trend using time as a covariable. In the PRC model, Pteridum control treatment and time were introduced as factors. The first axis of each PRC was inspected with randomization tests using the reduced model and 9999 permutations stratified to account for monitoring structure (plot/block/site). The PRC can be used with experimental data sets having different spatial replication levels (quadrats, plot, block, sites), so that it is possible to select the lower level as units in the analysis (quadrats) or intermediate levels (plots or blocks). In both cases, the PRC diagrams will plot similar temporal changes in community composition in response to experimental treatments, since this technique averaged treatment values on the basis of the analysis units (plots or blocks). However, for valid statistical interpretation of the permutations and treatment contrasts, the replicated design structure of the monitoring must be considered in the later analysis (true replicates). Hence, vegetation compositional differences between treatments and the experimental control in each sampling year were evaluated using linear mixed models (LMM; Pinheiro & Bates 2000). From the PRC results, plot scores for the axis of interest (in our case axis 1) were used as the response variable, and Pteridum control treatments (experimental control as reference) and time were treated as categorical fixed factors. Random effects were defined to account for: (1) spatial correlation, using a hierarchical structure of plot, block and site; and (2) temporal correlation, including time nested within the spatial variables (Pinheiro & Bates 2000). For each year, the pair-wise comparisons were tested with respect to the experimental control; thereafter Bonferroni correction was used to assess the significance level of each contrast (Sokal & Rohlf 1995). Here, the critical probability level for detecting significance between contrasts was a = 0.01. The species weights (bk) represent the affinity of each species to the treatments analysed, and the sign indicates the direction of the changes in abundance. The species weights were used to compare how these new communities were moving towards the target community NVC types, H12 for Calluna heathland and U4 or U5 for acid grassland (Rodwell 1991, 1992). For clarity only the most frequent species are shown in the PRC plots.

Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

A simple test for alternative [stable] states

J.G. Alday and R.H. Marrs

Results Differential responses to restoration treatment perturbations For the Calluna heathland target sites, all treatments initially moved away from the untreated control in a positive direction until 1998, thereafter three treatment compositional response types were detected (Fig. 2a): 1 No response – the ‘one-off’ cutting plus Asulam treatment (SprayCut) moved a short distance in a positive

direction until 1998, but after 1998 this treatment moved back towards the experimental control, showing no significant compositional difference throughout the study (t < 2.54, P > 0.01). Accordingly, here the treatment was not sufficient to move the vegetation from its initial state, indicating that the initial state had resistance to change. 2 A significant compositional change and then a return to the initial state. The ‘one-off’ single Asulam treatment (Spray) was significantly different from the untreated controls in 2000 (t = 4.02, P < 0.003), afterwards there was a movement back towards the experimental control. By

(a) Overcome initial resistance AS formed

Do not overcome initial resistance

Initial resilience is high

(b) AS formed

ASS formed

Fig. 2. PRC outputs from the ecological restoration case-study where the starting state was dominated by Pteridium aquilinum. (a) Sites where the target community was a Calluna vulgaris-dominated heathland and (b) where the target community was an acid-grassland (see Alday et al. 2013a,b for a further analysis). Solid lines represent ‘repeated’ treatment; Cut2pa = cut twice per year, and broken lines ‘one-off’ treatments; Spray = asulam in year one, SprayCut = single June cut followed by asulam spraying in year two. The blue arrows (2b) indicate the type of treatments applied; light-blue ‘one-off’ treatments (i.e. applied only at the start of the restoration work), darkblue ‘repeated’ treatments (i.e. treatments applied regularly). Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

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2003, this ‘one-off’ treatment was not significantly different from the experimental control (t = 2.25, P = 0.033). Here, the treatment overcame the resistance of the initial state for a time, but not its resilience. 3 A significant change that increased compositional differences throughout the study period. The ‘repeated’ cutting twice per year (Cut2pa) treatment continued to increase through time away from the experimental control, reaching values of nearly 2.0 in 2003 when it were significantly different from the experimental control (t = 6.53, P < 0.001). Here, an AS has been produced, since the initial resistance has been overcome but the ecosystem is maintained in this state by the repeated treatments. Thus, where the aim is to shift vegetation from a P. aquilinum state to one dominated by dwarf shrubs (e.g. C. vulgaris), it is necessary to overcome the high resistance and resilience of the initial state. This was only achieved where continuously applied treatments were used (Alday et al. 2013b), hence an AS has been produced. The Calluna heathland species that increased in abundance after Pteridium control treatments were (positive weights): Agrostis capillaris, Campylopus introflexus, C. vulgaris, C. pyriformis, Deschampsia flexuosa, Dicranum scoparius, Festuca ovina, F. rubra, Galium saxatile, Hypnum jutlandicum, Potentilla erecta, Rhytidiadelphus squarrosus and Vaccinum vitis-idaea; indicating that the managed community is moving towards the target heathland community (mainly Cut2pa). Species responding negatively to Pteridium control treatments (negative weights) included Brachythecium rutabulum, Eurhynchium praelongum, Lophocolea bidentata and P. aquilinum. For the acid grassland target sites, only two compositional responses were detected (Fig. 2b): 1 A significant change that increased compositional differences throughout the study period. The ‘repeated’ cutting twice per year treatment (Cut2pa) showed the same response as the C. vulgaris target sites. It continued increasing away from the experimental control, reaching values of nearly 2.0 in 2003 (t = 7.91, P < 0.001). Again, an AS has been produced. 2 A significant effect was maintained throughout the study period. The ‘one-off’ single Asulam treatment (Spray) produced an immediate and significant strong compositional response during the first 4 yrs (1994–97; t1997 = 5.17, P < 0.001). Thereafter, the compositional differences were maintained stable at values of 1.5–2.0 until 2003, when they were still significantly different from the experimental control (t = 5.13, P < 0.001). Here, there is evidence that the initial ‘one-off’ treatment has overcome the resistance and the resilience of the initial state, and suggests an ASS. The acid grassland species that increased in abundance after Pteridium control treatments were (positive weights;):

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Aira praecox, Carex caryophyllea, F. ovina, F. rubra, Luzula campestris, G. saxatile, P. erecta and Vaccinium myrtillus; indicating that the managed community was moving towards the target acid grassland community (both treatments). Species that showed a reduced abundance with Pteridium control treatments (negative weights) were Cirsium palustre, Lathyrus linifolius, Poa trivialis, P. aquilinum and Veronica chamaedrys.

Discussion One of the major goals of ecological restoration research is to test the effectiveness of restoration actions (perturbations) to move from a degraded state towards a new restored and stable state that resembles the desired target community and ecosystem (H€ olzel et al. 2012). Here we have described the application of PRC to test for the effectiveness and the creation of AS and ASS after application of selected restoration treatments. The results obtained using these approaches are robust, statistically defensible and repeatable, with different restoration targets. Finally, this approach can also be used to infer the resistance and resilience of the degraded ecosystems to restoration action. Advantages and limitations of this approach The use of PRC on ecological restoration experiments offers several benefits in terms of data interpretation. Using this approach, we were able to answer the two important questions that are fundamental to ecological restoration research, as outlined in the Introduction. First, the direction of change within the managed ecosystems give us information on the success of the restoration measures with respect to characteristic species of the desired target community (vertical line of right side of biplots; Fig. 1), i.e. whether the perturbation worked or not. Second, the compositional movements within the PRC analysis for each applied treatment gave a formal assessment of whether the created communities were stable, and hence the ability to create AS or ASS during restoration actions was tested at least over the time period studied (Fig. 1). These restoration action outcomes are clearly demonstrated in this study. Where Calluna heathland was the target community, the ‘repeated’ treatment (Cut2pa) was most effective in shifting community composition towards the target community and inducing an AS. Because the ‘repeated’ treatment was applied annually, there is no evidence that the state will not revert to the Pteridium-invaded state if this treatment were to be removed, i.e. the AS may be treatment-dependent and could be transient if the intervention ceased (Schr€ oder et al. 2005). In contrast, the ‘one-off’ treatments produced a community displacement, overcoming the resistance of the invaded community in

Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

A simple test for alternative [stable] states

J.G. Alday and R.H. Marrs

the case of the Spray treatment (Fig. 2a), but its high resilience induced a convergence with the experimental control within 10 yrs. Hence, these treatments are not appropriate for restoring the target vegetation. On acid grassland target sites, both ‘one-off’ and ‘repeated’ treatments (Spray and Cut2pa, respectively) were effective in overcoming resistance, and the ‘one-off’ treatments also overcame the resilience of the invaded community, suggesting the creation of an ASS sensu Schr€ oder et al. (2005), whereas the ‘repeated’ treatments produced an AS. As in the Calluna heathland target vegetation, the AS may be transient if the intervention ceases. Irrespective of the community considered, our results show some evidence for the creation of ASS on ‘one-off’ treatments in the time period studied. However, for sufficient evidence of ASS creation, a test for the hysteresis of the systems would be needed (Schr€ oder et al. 2005; i.e. dependence of the systems not only on current perturbation but also on the history of past perturbations). This could be done with reverse manipulation attempts using the PRC methodology to identify the multiple possible equilibrium points in the return trajectory to the invaded state. However, this will necessitate careful preliminary thought and development of very long-term monitoring programmes, which are uncommon in restoration ecology because of the limited resources available. In any case, as Beisner et al. (2003) suggest, it is entirely possible that an equilibrium point returns along exactly the same trajectory through which it left, so hysteresis is not a necessary condition for the existence of alternative stable states. Another important advantage of this approach is that most ecological restoration studies start from the premise of assuming that the degraded ecosystem can be changed into the target ecosystem after restoration treatment. Using PRC, we are able to test this assumption by focusing on the resistance and resilience of the degraded ecosystem with respect to the restoration measures. At the same time, this approach allowed us to identify whether we need to increase the level of perturbation (restoration action) to overcome the ecosystem stability variables (resistance and resilience) for effective restoration. The application of PRC can be used not only to test the overall species composition or individual species responses to restoration measures, but also to identify if the responses of different plant groups (e.g. vascular plants, bryophytes, lichens) are similar to overall community responses (Alday et al. 2013b). In this study, we have used the experimental control (i.e. Pteridium aquilinum-invaded community) as a reference zero line to evaluate success of the restoration treatments, using the species weights to compare how these new communities were moving towards the target communities. This was based on our main aim – to understand how different invaded plant communities respond to

Pteridium control treatments – i.e. if there was a movement in the community from a Pteridium-dominated state to a new one using only Pteridium control treatments. This approach illustrates the effectiveness of restoration actions in moving the community from an invaded state to different one; nevertheless, it is possible to use as control treatment the reference target community if our main aim is to evaluate the success of restoration treatments moving towards it. In this case, the most effective treatments will be those that produce a movement of the restored community towards the control zero line (i.e. target community). Using this method, it is possible to use as control (reference zero line) different vegetation communities (e.g. reference target community, originally invaded community or both in separate analysis) that have been monitored only once (static view), i.e. comparing the treatment effect always against the same community monitored at one time point. However, it is recommended that reference controls should be monitored periodically (repeated monitoring in time). In these cases the temporal heterogeneity of the control community is included within the analysis, reducing the amounts of variation in the data produced by temporal process (e.g. punctual droughts). At the same time, since the treatment effects are on the same scale, we can compare the magnitude of the effect between restoration treatments within and between ecosystems, testing the differences with LMM (Alday et al. 2013a). One of the main drawbacks in the use of PRC in restoration ecology, however, is that to use it effectively may require long-term, properly designed experiments (true replicates) where applied perturbations (restoration interventions) are tested against untreated controls. Such studies are rare in restoration ecology. Nevertheless, they can be applied in long-term monitoring programmes using, as a control treatment (reference zero line), the least-perturbed restoration method or least degraded site (see Gonz alez-Alday et al. 2010), and even the reference target community (see Poulin et al. 2013). These alternatives help us to identify the compositional movement produced in particular monitoring programmes that were not designed as experiments. In any case, although PRC can be used in unreplicated experiments and observational studies, testing for statistical significance of the compositional differences between treatments and the control is best achieved using properly replicated experiments. Finally, this article represents a way in which PRC can be applied in restoration ecology to search for the possibility of ASS or AS and to assess both resistance and resilience of the degraded community to restoration action. However, the general philosophy of this method is not limited to ecological restoration research. The use of PRC to test for evidence of alternative states is applicable to a wide variety of ecological questions and experiments that have been

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designed as long-term monitoring programmes; thus they could prove valuable for testing interventions in conservation biology were information on both ecosystems and organisms of conservation interest could be derived.

Acknowledgements We thank the DEFRA (Project BD1226) and the Basque Country Government (Programa Posdoctoral de perfeccionamiento de doctores del DEUI to J.G.A. BFI-2010-245) for financial support. Also, we thank the two reviewers, Beatrix Beisner and Jordi Cortina who provided useful comments on earlier version of the manuscript. Ms S. Yee prepared the figures.

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Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

A simple test for alternative [stable] states

J.G. Alday and R.H. Marrs

Van den Brink, P.J. & Ter Braak, C.J. 1998. Multivariate analysis of stress in experimental ecosystems by principal response curves and similarity analysis. Aquatic Ecology 32: 163–178. Van den Brink, P. & ter Braak, C. 1999. Principal response curves: analysis of time-dependent multivariate responses of a biological community to stress. Environmental Toxicology and Chemistry 18: 138–148. Walker, L.R., Bellingham, P.J. & Peltzer, D.A. 2006. Plant characteristics are poor predictors of microsite colonization during the first two years of primary succession. Journal of Vegetation Science 17: 397–406.

Supporting Information Additional Supporting information may be found in the online version of this article: Figure S1. Conceptual models of alternative stable states (ASS) and alternative states (AS).

Applied Vegetation Science Doi: 10.1111/avsc.12054 © 2013 International Association for Vegetation Science

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A simple test for alternative states in ecological ... - Wiley Online Library

May 31, 2013 - monitoring; Pteridium aquilinum; Resilience; .... linear mixed models, even including monitoring pro- .... monitoring structure (plot/block/site).

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