© Springer-Verlag 1996

Behav Ecol Sociobiol (1996) 39 : 77–90

Stephan J. Schoech · Ronald L. Mumme · John C. Wingfield

Delayed breeding in the cooperatively breeding Florida scrub-jay (Aphelocoma coerulescens): inhibition or the absence of stimulation?

Received: 13 June 1995 / Accepted after revision: 27 April 1996

Abstract To determine whether fundamental differences exist in the reproductive physiology of breeder and nonbreeder Florida scrub-jays (Aphelocoma coerulescens), we compared plasma levels of testosterone (T) and luteinizing hormone (LH) in males, and estradiol (E2) and LH in females. Although male breeders had higher overall T and larger testes, nonbreeders’ T paralleled that of breeders, and their testes were more than an order of magnitude larger than regressed testes. Breeder and nonbreeder males had equivalent baseline LH, and equivalent changes in LH following a gonadotropinreleasing hormone (cGnRH-I) challenge. The T, LH and GnRH challenge data indicate that nonbreeder males have functional hypothalamo-pituitary-gonadal (HPG) axes. We found no hormonal evidence of inbreeding suppression in males : nonbreeders that did not live with their mothers and those that did had similar T. Male nonbreeders that were exposed to E2implanted females had higher T than did controls, suggesting that the lack of within-pair stimulation is a key factor in whether an individual delays breeding. Female nonbreeders had E2 titres equal to or higher than breeders and neither basal LH nor LH following GnRH challenge differed by breeding status. Nonbreeders’ ovarian follicles were smaller than breeders’, but were larger than they would be during the nonbreeding season. These data suggest that nonbreeders were primed for breeding and were simply waiting for an opportunity or a required stimulus. Female nonbreeders that lived in a territory with an unrelated male

S.J. Schoech · J.C. Wingfield Department of Zoology, Box 351800, University of Washington, Seattle, Washington, WA 98195-1800, USA R.L. Mumme Department of Biology, Allegheny College, Meadville, Pennsylvania, PA 16335, USA S.J. Schoech (*) Department of Biology, Indiana University, Bloomington, IN 47405, USA

breeder had significantly higher E2 than those that remained with their fathers. Similarly, nonbreeders that were captured away from their home territories had elevated E2. However, nonbreeders that lived with their fathers had E2 that was equivalent to breeding females, suggesting that inbreeding avoidance may not be the primary factor leading to delayed breeding in females. Key words Delayed breeding · Hormones · Cooperative breeding · Florida scrub-jay · Aphelocoma coerulescens

Introduction In cooperatively breeding species, nonbreeding individuals may delay breeding for a year or more while providing assistance to breeding individuals. Although progress has been made in examining behavioral, ecological, and evolutionary aspects of delayed breeding and helping behavior, considerable controversy remains (see reviews by Brown 1987; Jamieson and Craig 1987; Jamieson 1989; Koenig and Mumme 1990; Emlen 1991). Recent physiological studies of cooperatively breeding species have provided insight into the proximate factors or mechanisms that underlie and facilitate cooperative behaviors (Reyer et al. 1986; Mays et al. 1991; Schmidt et al. 1991; Schoech et al. 1991; Vleck et al. 1991; Wingfield et al. 1991; Poiani and Fletcher 1994). Many of these studies explored whether individuals delay breeding because they are inhibited (e. g., through inbreeding suppression or dominance interactions); however, the alternative view that they may lack required stimuli must also be considered (see discussions in Reyer et al. 1986; Schoech et al. 1991; Poiani and Fletcher 1994). Schoech et al. (1991), in a 1-year study of the reproductive endocrinology of cooperatively breeding Florida scrub-jays (Aphelocoma coerulescens), found

78

that nonbreeders of both sexes had lower plasma levels of sex steroid hormones than breeders. This evidence led us to postulate that delayed breeding was mediated through the hypothalamo-pituitary-gonadal (HPG) axis. In a reproductively competent animal, environmental cues are transduced in “higher brain” centers that, in turn, stimulate the hypothalamus to release gonadotropin-releasing hormone (GnRH). GnRH travels via the hypothalamo-pituitary portal blood stream to the anterior pituitary where it stimulates the release of luteinizing and follicle-stimulating hormones (LH and FSH, respectively). These bloodborne glycoprotein hormones stimulate gonadal maturation that results in elevated blood plasma titres of sex steroid hormones (reviews in Follett 1984; Ball 1993; Wingfield and Farner 1993). This study was designed to elucidate which component of the HPG axis was responsible for the low levels of sex steroid hormones in nonbreeder Florida scrub-jays. If LH levels in nonbreeders are comparable to those of breeders, then both the hypothalamus and pituitary must be fully functional in nonbreeders. Further, if nonbreeders’ endogenous LH levels were low, but increased in response to an exogenous GnRH challenge, then the pituitary was responsive but it was not receiving an adequate GnRH signal from the hypothalamus. This would imply either that the hypophysiotrophic components of the hypothalamus were inactive or that they were not receiving required input from higher brain centers. Whether the gonads were active (steroidogenic) could be inferred by measuring sex steroid hormone levels. Further, the degree of testicular and ovarian development in breeders and nonbreeders can be assessed and compared by unilateral laparotomy. If a specific component of the HPG axis was discovered to be inactive, we would know at what level regulation was occurring. However, we might still know little of the mechanism by which the down-regulation was achieved and we would know nothing about which cues in an animal’s environment lead to delayed breeding. Although little is known about how environmental cues are transduced at the level of the higher brain (i. e., above the hypothalamus), by measuring the physiological responses of the components of the HPG axis to a given cue, we can gain considerable information about the relative importance of that cue. For example, if inbreeding avoidance results in reproductive suppression, then individuals that are not exposed to the relevant cue may have elevated gonadal hormone levels and be reproductively competent. The importance of the postulated inhibitory cue can be tested by comparing hormone levels of nonbreeders that share a territory with their opposite-sexed parent with those that do not (the parent may be deceased or the nonbreeder may have moved to a non-natal territory). In contrast to hypotheses that attribute delayed breeding to suppression or inhibition, it is important

to consider that an individual might delay breeding because he or she has not been exposed to a required stimulus. Environmental stimuli that are integrated to initiate reproduction can be divided into three general categories : social, physiological, and physical (i. e., all other biotic and abiotic factors an individual experiences). However, because all individuals within a population are exposed to roughly the same physical stimuli (e. g., photoperiod, rainfall, temperature), these will not be addressed. The importance of physiological condition (e. g., nutritional plane) as a potential stimulus in the decision of whether or when to breed is addressed elsewhere (see Schoech 1996). Social stimuli, especially interactions within a pair, are often important in synchronizing, stimulating and integrating reproductive physiology and behaviors (Lehrman 1965; Silver et al. 1973; Harding 1981; Moore 1982; Wingfield 1983; Morton et al. 1985; Wingfield and Moore 1987; review in Wingfield and Kenagy 1991). It is reasonable to expect that a bird that does not experience these social stimuli may have low reproductive hormone levels, regressed gonads, or both. To assess the importance of stimulatory and inhibitory cues, this report compares : (1) the seasonal hormone profiles of breeders and nonbreeders of both sexes, (2) the degree of gonadal development in breeders and nonbreeders, (3) the hormonal and behavioral responses of (a) female nonbreeders exposed to testosterone-implanted males and (b) male nonbreeders exposed to estradiol-implanted females, and (4) hormone levels of nonbreeders that share a territory in which the opposite-sexed breeder is their parent with those that live with an unrelated opposite-sexed breeder.

Materials and methods General methods The study population was located at Archbold Biological Station in Highlands County, Florida (27°10@N, 81°21@W, elevation 38–68 m). This population was originally color-banded by Mumme in 1987 (Schoech et al. 1991; Mumme 1992) and is adjacent to the population that has been under study by Woolfenden and Fitzpatrick (1984, 1990) for over 25 years. Data were collected during 3 years : 1 March–27 May 1992; 25 January–5 May 1993; and 25 January–13 May 1994. The number of territories and birds in the population varied considerably, from lows of 37 territories with 105 jays to highs of 50 territories with 186 jays. These variations in numbers of birds and territories were due to population demography shifts, as well as the Station’s enlargement of the study area with additional land purchases. All individuals were uniquely color-banded for ready identification. Sex (see below), group affiliation, breeding status, and nest stage were known from previous years or determined by observation. The age of most birds was known because they were color-banded as 11-day-old nestlings. Immigrants were banded as soon as possible following their arrival on the study area and their age was characterized as less than or greater than 1 year based on plumage (Pitelka 1945; Bancroft and Woolfenden 1982). The sex of all individuals sampled was deter-

79 mined by one or more of the following methods: (1) morphometric differences (see Woolfenden and Fitzpatrick 1984; Schoech et al. 1991), (2) behavioral differences (Woolfenden and Fitzpatrick 1984), or (3) unilateral laparotomy (Wingfield and Farner 1976; Wingfield et al. 1991). The reproductive stage of all individuals was determined through intensive field observations. Most breeding pairs were observed building their nests and, therefore, the exact timing and duration of the nest-building process was known. In some instances when a nest was not discovered prior to clutch initiation, the chronology was extrapolated (Schoech et al. 1991). Because the nesting phenology of this species is well known, we are confident that little accuracy is lost using these extrapolations. The reproductive season was divided into the following nest stages: 1. Pre-nesting. The majority of pre-nesting blood samples were from individuals that were known to not yet have begun to build their nests. If the exact date when nest building began was unknown, an individual was assigned to the pre-nesting category if the sample had been collected 17 days prior to clutch initiation. This was based on our observations that the average time from the beginning of nest building until the first egg was laid was 17 days. 2. Build/lay. Because so few samples were collected during the 2–5 day period when a female is laying, these samples were combined with those from the nest building stage. 3. Incubate, the 18 days from clutch completion to hatching. 4. Nestlings, the 18 days when nestlings are in the nest.

Laparotomies Unilateral laparotomy of anesthetized birds allowed us to directly measure the degree of gonadal development of 17 breeder and 10 nonbreeder males in 1993 and 3 breeder and 9 nonbreeder males 1994. We also measured the diameter of the largest ovarian follicle in 8 breeder and 20 nonbreeder females in 1993 and 1 breeder and 10 nonbreeder females in 1994. The gonad can be observed and the testis or ovarian follicle can be measured through an incision between the last pair of ribs. We measured testis length and ovarian follicle diameter to the nearest millimeter. All individuals were laparotomized late in the prenesting stage or during the early nest- building stage in March of both years. To estimate testis volume it was necessary to calculate the diameter of an ovoid sphere when only the length was known. This was done by using length and diameter data from 24 testes of the closely related blue jay (Cyanocitta cristata; M. Garvin and K. Tarvin, unpublished work). A plot of length versus diameter yielded the following equation that was used to estimate Florida jay testes diameter: y = 0.41x + 0.73 (r2 = 0.77, F = 72.93, P < 0.001). With the measured length and the estimated diameter it was then possible to calculate testis volume using the formula for volume of an ovoid sphere: volume = 4/3 p (diameter / 2)2 × (length/2).

Blood samples The majority of birds were trapped in Potter traps baited with peanuts; however, a few were caught in Japanese mist nets. Traps and nets were continuously monitored and most birds were removed within one minute. Small volumes of whole blood were collected in heparinized micro-hematocrit tubes from a wing vein following puncture with a 26 gauge needle. Samples to be assayed for testosterone, estradiol, and baseline LH were collected in less than 5 min in all cases. To minimize potential diel variations in baseline levels of hormones, all samples were collected between 0700 and 1200 EST. Blood samples were kept cool until transport to the laboratory where the desired plasma fraction was separated by centrifugation. Plasma samples were frozen and

stored at [20°C until shipped to the University of Washington for later assay.

Exogenous hormone treatments GnRH To test whether the responsiveness of their pituitaries differed, breeders and nonbreeders were injected with chicken gonadotropinreleasing hormone-I (cGnRH-I, Sigma Lot 107F03791). The cGnRH-I was dissolved in saline solution to yield a final dosage of 500 ng / 20 µl. This dose of cGnRH-I has been shown to elicit the maximal release of LH in other passerine species (Wingfield et al. 1979, 1991). To minimize degradation of the cGnRH-I molecule, individual aliquots were kept frozen until shortly before administration. Treatment (cGnRH-I in saline) and controls (saline only) were injected directly into the jugular vein with a 25-µl Hamilton syringe. To measure the LH response, small blood samples were collected immediately prior to (time 0) and then at 5, 15, 30 and 60 min after injection. Breeders and nonbreeders were tested between 10 March and 9 April 1992 during the prenesting stage.

Estradiol To assess the affect of a potential mate on the behavior and physiology of nonbreeder males, we implanted nonbreeder females (n = 7) with estradiol. This method has been a routine tool in field endocrinology for many years and can induce females to court and solicit copulations from males (Wingfield and Farner 1976; Silverin 1980; Moore 1982; Runfeldt and Wingfield 1985; Ketterson et al. 1992). Implants were constructed by filling Silastic tubing (i.d. 1.47 mm, o.d. 1.96 mm, length 10 mm) with crystalline 17β-estradiol (E2) and sealing the open ends with silicone. These dimensions were selected to elevate plasma levels of E2 to approximately 1 ng / ml, the highest level previously found in female breeders (Schoech et al. 1991). Controls were implanted with empty tubing of the above dimensions (n = 7). Blood samples collected before and after the administration of the implants revealed the effectiveness of the treatment in altering hormone levels (two-factor repeated measure ANOVA; F = 5.17, P = 0.05). Prior to receiving the implants, experimental (0.39 ± 0.10 ng / ml) and control females (0.58 ± 0.9 ng / ml) had equivalent E2 (P = 0.19). When sampled 2–3 weeks later, the E2implanted birds had higher plasma E2 (1.39 ± 0.28 ng /ml) than controls (0.28 ± 0.11 ng /ml; P = 0.004).

Testosterone To assess the behavioral and hormonal responses of nonbreeder females, we provided them with a reproductive stimulus (e.g., a “sexy” male nonbreeder with elevated testosterone titres). Exogenous crystalline testosterone (4-Androsten-17β-ol-3one, Sigma Lot 108F-0777) was delivered to male nonbreeding helpers (n = 5) by subcutaneous implants. Implants were constructed as described above (length 25 mm). Controls (n = 5) were implanted with empty tubing. Blood samples were collected from control and treatment individuals before and approximately two weeks post-implant to verify the efficacy of treatment. Prior to receiving the implants, controls (0.66 ± 0.16 ng / ml) and treatments (0.59 ± 0.25 ng / ml) did not differ (F = 0.06, P = 0.82) but when sampled approximately two weeks after the implants were in place the testosterone-implanted birds (1.48 ± 0.22 ng / ml) had higher plasma T than controls (0.41 ± 0.16 ng /ml; F = 15.59, P = 0.004). Individuals were implanted between 15 February and 6 March 1994 during the prenesting stage.

80 Behavioral observations Female and male nonbreeders with hormone-filled or empty implants were given at least 5 days (but no more than 15 days) to recover, thereby allowing hormone levels to become effective and stabilized before focal observations were initiated. Implanted individuals were observed for one hour in the morning and another hour in the afternoon of the same day. The relatively open habitat, low vegetation, and small territories made following and keeping focal individuals in sight while on foot feasible. Observations were “blind” (i.e., the observer did not know which birds were treatment or controls) and were designed to monitor the behavior of unpaired opposite-sexed nonbreeders toward focal (i. e., implanted) individuals. Specifically, the observers tallied whether the focal bird was: (1) approached (within 1 m), (2) courted (stereotypical courtship displays are readily recognizable), (3) displaced, or (4) fed by an opposite-sexed nonbreeder. Additionally, the observers noted the number of birds that associated (visible to the observer) with the focal individual.

Hormone assays Plasma testosterone and estradiol were measured by radioimmunoassay following separation by column chromatography. Further detail of the procedures and reliability criteria are presented in Wingfield and Farner (1975), Ball and Wingfield (1987), and Wingfield et al. (1991). Least detectable concentrations were 14 pg/ml for T and 13 pg/ml for E2. Inter- and intra-assay variation for T were 11.2% and 6.8% and for E2 were 16.8% and 9.4 %. Testosterone and estradiol antisera were obtained from Wien Laboratories and Arnel, respectively. Standards of both steroid hormones were purchased from Sigma. Plasma levels of luteinizing hormone were determined with a post-precipitation, double antibody radioimmunoassay (Follett et al. 1972, 1975; Sharp et al. 1987). This assay uses purified chicken LH as a standard and rabbit-reared antisera against LH that were kindly provided by Dr. Peter Sharp (Agricultural Research Council, Roslyn, Scotland). All samples were assayed in duplicate using 20 µl of plasma. Inter- and intra-assay variation were within acceptable limits, less than 15% and 10%, respectively.

Statistics Seasonal hormone data were first analyzed with three-factor analysis of variance (ANOVA) with year sampled, breeding status, and Fig. 1 Male breeders’ and nonbreeders’ mean (± SE) plasma testosterone levels in 1992, 1993, 1994, and all years combined. Sample sizes are given on the plots: when means are too close to distinguish from one another sample sizes are listed sequentially with the breeder first, e.g., we sampled 8 breeders and 4 nonbreeders during the nestling stage in 1992 (8, 4 )

nest stage as factors. If main effects were found, multiple pairwise comparisons were made with Tukey’s post hoc test. Serial samples comparing the effects of cGnRH-I injections on LH levels were analyzed with repeated measures ANOVA with treatment (cGnRH-I or saline) and breeding status as factors and the time from injection as treatments. Data were transformed as needed to control variance (Sokal and Rohlf 1981; Neter et al. 1985). Comparisons of frequencies of behaviors expressed toward hormone-treated and control birds were made with Mann-Whitney U-tests. Systat for Windows (Systat 1992) was used for all statistical analyses.

Results Baseline testosterone: males Year, breeding status, and nesting stage all influenced T in males (three-factor ANOVA; Fig. 1, Table 1), with significantly higher T in 1992 than in 1993 (P = 0.017), in breeders (P = 0.046), and during the build/lay stage of the nesting cycle (P = 0.01 for all pair-wise comparisons). Although breeders had higher T titres than nonbreeders, the seasonal profiles of nonbreeders paralleled those of breeders (Fig. 1). Year effect Because the year effect on plasma T was unexpected, we subdivided males by breeding status to determine the source of the year effect. When we tested male breeders, we found a significant year effect (F = 4.834, P = 0.01); however, when male nonbreeders were tested T did not differ between years (F = 0.70, P = 0.50). We then examined several population parameters that might explain the between-year variation in breeders’ testosterone (e.g., the number of males or females a breeder male might interact with, both at home and in neighboring territories; the relatedness of the nonbreeders in a territory to the male breeder). The only population parameter tested that was not

81 Table 1 The results of the three-way ANOVA on testosterone (T) and luteinizing hormone (LH) levels in males Hormone

Variable

df

F-ratio P

T

Year Status Nest stage Year × status Year × nest Status × nest Year × status × nest Error

2 1 3 2 6 3 6 183

3.933 4.037 21.376 0.022 2.065 4.211 0.878 –

0.021 0.046 < 0.001 0.979 0.059 0.007 0.512 –

LH

Year Status Nest stage Year × status Year × nest Status × nest Year × status × nest Error

2 1 3 2 6 3 6 176

20.923 3.035 2.955 0.494 0.489 1.021 0.953 –

< 0.001 0.083 0.034 0.611 0.816 0.385 0.459 –

Fig. 2 The number of male breeders with or without male nonbreeders in their territory varied among years. These data parallel population trends but only represent group composition of sampled male breeders

statistically constant between years was the number of territories that had male nonbreeders (Fig. 2; F = 9.60, P < 0.001). When the number of male nonbreeders that resided in a territory with the sampled male breeder was used as a covariate, the year effect upon T fell below the accepted level of significance (F = 2.95, P = 0.06). Age of breeders There were four 1-year-old breeders in 1993 and six in 1994. We collected blood samples from three 1-yearold breeders in each of these years during the build/ lay nest stages when maximal T is expressed. When compared with same stage breeders that were older than one, in 1993 the three 1-year-old breeders had lower T than the 19 older breeders (0.08 ± 0.04 ng / ml and

1.54 ± 0.2 ng / ml, respectively; T = [2.79, P = 0.01). In 1994 the three 1-year-old breeders had T that did not differ from the 12 breeders that were older than 1 year (2.49 ± 1.65 ng / ml and 2.43 ± 0.36 ng /ml, respectively; T = 0.06, P = 0.95). When the data from both years were combined, the first year birds had T (n = 6, 1.29 ± 0.91 ng / ml) that was equal to the 31 older breeders (1.88 ± 0.20 ng / ml; T = [1.01, P = 0.32). These data clearly demonstrate that 1-yearold males are capable of breeding and expressing T equivalent to older breeders. Nonbreeders If male nonbreeders remain reproductively quiescent due to inbreeding suppression, then those individuals that reside in a territory in which the breeding female is not their mother might be expected to have elevated T. There was no evidence to support this hypothesis: plasma T was the same in 25 nonbreeding male helpers that were living with their mother (0.30 ± 0.15 ng/ml) as it was in the 19 that shared a territory with an unrelated female breeder (0.37 ± 0.12 ng / ml; T = 0.35, P = 0.72). If low plasma testosterone levels are attributable to a lack of the required intersexual stimulus, it follows that nonbreeder males exposed to estradiolimplanted females would have elevated T. We have three samples from such males; unfortunately we have none from males that shared territories with control females, i. e., females with empty implants. However, if male nonbreeders that shared a territory with untreated female nonbreeders (n = 5) are considered as “controls”, then the three male nonbreeders that were exposed to hormone-implanted female nonbreeders had higher T (3.46 ± 1.6 ng /ml) than those that interacted with “controls” (0.38 ± 0.35 ng / ml; T = [3.03, P = 0.03). Despite these hormonal data that suggest that nonbreeder males were aware of and stimulated by E2 implanted females, our focal observations found no evidence that these males behaved differently toward E2-treated birds (Table 2). Table 2 Responses of nonbreeder males to control and estradiolimplanted females (n = 7 for both groups). The means represent occurrences per hour. Because no instances of courtship display or feeding were observed, these categories are not included. The “associate” category includes breeders and nonbreeders of both sexes Behavior

Treatment

Mean ± SE

U-score

P

Approach

E2 Control

1.54 ± 0.48 2.11 ± 0.99

22.0 –

0.75 –

Associate

E2 Control

0.57 ± 0.06 0.68 ± 0.12

28.5 –

0.61 –

Displace

E2 Control

0.34 ± 0.34 0.77 ± 0.39

30.0 –

0.38 –

82 Fig. 3 Male breeders’ and nonbreeders’ mean (± SE) plasma luteinizing hormone levels in, 1993, 1994, and all years combined. Sample sizes are on the plots: when means are too close to distinguish from one another sample sizes are listed sequentially with the breeder first, e.g., during the prenesting stage of 1994 we collected samples from 10 breeders and 14 nonbreeders (10, 14 )

Baseline luteinizing hormone: males Similar to the findings for T, year and nesting stage influenced LH (3-Factor ANOVA; Fig. 3, Table 1), with higher LH in 1992 than during 1993 and 1994 (P = 0.001, both comparisons). LH was higher during the build/ lay stage of the nesting cycle than when caring for nestlings (P = 0.019). When we tried to determine the source of the year-effect by analyzing breeders and nonbreeders separately, LH in both breeders (F = 25.96, P < 0.001) and nonbreeders (F = 4.85, P = 0.01) differed between years. Analysis of covariance with population demographic variables as covariates provided no possible explanation for the year-effects upon LH titres. Unlike the T findings, however, LH in breeders and nonbreeders was statistically equivalent (Fig. 3, Table 1). LH response to GnRH injections : males Injections with cGnRH-I resulted in an increase of plasma LH (two-factor repeated measure ANOVA, F = 7.46, P = 0.01; Fig. 4). Both breeders and nonbreeders responded equally to the treatment (F = 2.20, P = 0.15). Testis volume Direct measurement of the left testis during the prenesting and build / lay stages of the nesting cycle allowed comparison of 20 breeders and 19 nonbreeders in 1993 and 1994 : there were no differences between years so all were combined. Male breeders had significantly larger testes than nonbreeders (T = 3.98, P < 0.001). Although there were few male nonbreeders older than 1 year and first year

Fig. 4 Plasma levels of luteinizing hormone (mean ± SE) in response to gonadotrophin releasing hormone (cGnRH-I) and saline challenges. Upper panel is data from male breeders and nonbreeders : breeders GnRH (n = 10), breeders saline (n = 6), nonbreeders GnRH (n = 6), and nonbreeders saline (n = 5). Lower panel is data from female breeders and nonbreeders : breeders GnRH (n = 5), breeders saline (n = 5), nonbreeders GnRH (n = 7), and nonbreeders saline (n = 10)

breeders are uncommon, we collected data from three birds in each of these categories. For the initial analyses, all birds were put into one of two age categories: age class 1 (= 1 year) or 2 (7 2 years; Fig. 5). There was no difference attributable to breeding status

83

Baseline estradiol: females Estradiol levels did not differ due to breeding status or nest stage. However, plasma E2 differed between years with levels in 1992 marginally lower than in 1994 (three-factor ANOVA; Fig. 6, Table 3). To investigate the relative contributions of breeder and nonbreeder females and fluctuations in population dynamics to the year effect on E2 titres we considered breeders and nonbreeders separately. Breeders Estradiol in female breeders was influenced by year and nest stage (two-factor ANOVA; F = 7.41, P = 0.001 and F = 4.13, P = 0.009, respectively) with E2 during 1994 significantly higher than 1992 (P = 0.001) and 1993 (P = 0.03). Also, female breeders’ E2 was Table 3 The results of the three-way ANOVA on estradiol (E2) and luteinizing hormone (LH) levels in females Fig. 5 Gonad dimensions (mean ± SE) of males (testis) and females (ovarian follicle). Upper panel compares male breeders and nonbreeders by age. Overall, breeders had larger testes than nonbreeders but there are significant age-effects upon testis size. Lower panel compares female breeders (there were no 1-year-old breeders) and nonbreeders. Breeders had more developed follicles than nonbreeders but nonbreeders show the effect of age upon follicular maturation

(two-factor ANOVA; F = 0.75, P = 0.39), however, there was a highly significant difference in testis volume due to age class (F = 15.43, P < 0.001). The testes of 1-year-old nonbreeders were the same size as in 1-year-old breeders (P = 0.99) but were smaller than in older breeders (P < 0.001) and nonbreeders (P = 0.013). Fig. 6 Female breeders’ and nonbreeders’ mean (± SE) plasma estradiol in 1992, 1993, 1994, and all years combined. Sample sizes are on the plots: when means are too close to distinguish from one another sample sizes are listed sequentially with the breeder first, e.g., we sampled 9 breeders and 13 nonbreeders during the nestling stage in 1994 (9, 13)

Hormone

Variable

df

F-ratio P-value

E2

Year Status Nest stage Year × status Year × nest Status × nest Year × status × nest Error

2 1 3 2 6 3 6 185

3.120 0.004 1.467 3.717 2.063 2.654 0.917 –

0.047 0.947 0.225 0.026 0.060 0.050 0.050 –

LH

Year Status Nest stage Year × status Year × nest Status × nest Year × status × nest Error

2 1 3 2 6 3 6 183

35.059 0.530 4.859 0.172 1.370 3.357 1.177 –

< 0.001 0.468 0.003 0.842 0.229 0.001 0.320 –

84

influenced by the stage of the nesting cycle with prenesting levels higher than when nestlings were present (P = 0.008). We examined several population parameters that might explain the year effects on E2 titres of breeder females. The population parameters that we used as covariates in an analysis of covariance (ANCOVA) were: the relatedness of the nonbreeder, the number and sex of nonbreeders (within and in neighboring territories), the number of neighboring territories, and the total number of individuals (including those within their home and neighboring territories) with which a bird was likely to interact. However, none of these variables explained the between-year differences in E2. Nonbreeders Plasma E2 of nonbreeder females was not influenced by stage of the nesting cycle but, like breeders, differed between years (two-factor ANOVA; F = 1.43, P = 0.24 and F = 6.69, P = 0.002, respectively). E2 in 1992 was lower than 1993 (P < 0.001) and 1994 (P = 0.015). To determine whether changes in population structure contributed to the between-year differences in E2, we examined several population parameters (see above). When the relatedness of the sampled nonbreeder female to the breeding male was used as a covariate in analysis of covariance (ANCOVA), the year effect was no longer statistically significant (F = 2.70, P = 0.07). It should be noted that of the original 120 nonbreeder females sampled, 21 were of unknown parentage and were deleted from the ANCOVA. Also, if the original two-factor ANOVA was computed with the 99 nonbreeders of known parentage; the year effect, although still significant, was lessened (F = 3.23, P = 0.045). The percentages of female nonbreeders that were not related to the male breeder varied considerably between years; from 39% (7 of 18) in 1992, to 56 % in 1993 (30 of 54) and 47% (16 of 34) in 1994. When data from all 3 years were combined, nonbreeder females that were unrelated to the breeder male had higher E2 than those that were living with their fathers (T = 2.42, P = 0.02). Another factor that might help explain the yeareffect upon E2 in nonbreeder females, and the seemingly high levels and the pattern of estradiol secretion seen in 1993 (Fig. 6) is whether a nonbreeder was in her home territory when sampled. During the 3 years of the study, we noted whether a nonbreeder was trapped on or off her home territory. The numbers of “wanderers and “homers” were : 1992 (3 and 20), 1993 (5 and 50) and 1994 (10 and 27). In 1993 plasma E2 of wanderers (0.67 ± 0.40 ng /ml) was higher than homers (0.15 ± 0.03 ng / ml; T = [3.63, P = 0.001). There were no differences between the two groups in

1992 (T = 0.84, P = 0.50) or 1994 (T = 0.52, P = 0.61). A closer look at E2 during the combined nest stages (build/ lay and incubate) in 1993 when the levels and variance were highest shows that the 2 wanderers (1.67 ± 0.13 ng / ml) had higher E2 than the 15 homers (0.25 ± 0.08 ng / ml; T = 9.62, P = 0.01) that were sampled during that time. If female nonbreeders remain reproductively inactive because they lack the required social stimulus of a courting male, then exposing females to T-implanted males (thus, increasing the likelihood that the females would be courted) might result in female nonbreeders becoming reproductively active. Although the implants increased T in nonbreeder males (see above), we detected no differences in the manner that nonbreeder females interacted with treatment or control males (Table 4). Furthermore, E2 was the same in female nonbreeders that shared a territory with an implanted male (n = 4, 0.32 ± 0.08 ng / ml) as it was in females with control males (n = 9, 0.20 ± 0.06 ng / ml, T = 1.09, P = 0.30). All samples were collected during the nest building stage. Baseline luteinizing hormone: females Year and nest stage influenced plasma LH, with elevated LH during 1992 and during the build/lay stage of the nesting cycle (three-factor ANOVA; Fig. 7, Table 3). There were no differences, however, in LH titres attributable to breeding status. To better assess the relative contributions of breeder and nonbreeder females to the year effect on LH, we tested data from breeders and nonbreeders separately. Breeders There were significant effects of nest stage (two-factor ANOVA; F = 7.12, P < 0.001) and year; F = 14.73, P < 0.001) upon plasma LH with significantly higher levels during 1992 than in 1993 and 1994 (both comparisons, P < 0.001). Similarly, LH during the build/lay stage was higher than during incubation (P = 0.009) and when feeding nestlings (P = 0.001). Analysis of Table 4 Responses of nonbreeder females to control and testosterone-implanted males (n = 5 for both groups). The means represent occurances per hour. No instances of courtship display or feeding were observed. The “associate” category includes breeders and nonbreeders of both sexes Behavior

Treatment

Mean ± SE

U-score

P

Approach

T Control

1.76 ± 1.09 1.34 ± 0.71

10.5 –

0.64 –

Associate

T Control

0.74 ± 0.05 0.63 ± 0.12

9.0 –

0.47 –

Displace

T Control

1.68 ± 1.18 4.41 ± 3.84

13.0 –

0.91 –

85 Fig. 7 Female breeders’ and nonbreeders’ mean (± SE) plasma luteinizing hormone levels in 1992, 1993, 1994, and all years combined. Sample sizes are given on the plots: when means are too close to distinguish from one another sample sizes are listed sequentially with the breeder first, e.g., we sampled 6 breeders and 14 nonbreeders during the prenesting stage in 1994 (6, 14 )

covariance yielded no evidence that changes in the population structure were responsible for the highly significant year effects on LH.

differences between the responses of breeders and nonbreeders (F = 0.35, P = 0.56). Ovarian follicle diameter

Nonbreeders Nonbreeders’ luteinizing hormone levels differed between years (two-factor ANOVA; F = 20.45, P < 0.001) with higher LH in 1992 than in 1993 and 1994 (both comparisons, P < 0.001). However, there were no differences between stages of the nesting cycle (F = 0.03, P = 0.99). As was true for female breeders, ANCOVA with population demographic variables as covariates yielded no clue about the cause underlying the year effect on LH. LH response to GnRH injections: females We challenged breeders (n = 5) and nonbreeders (n = 7) with cGnRH-I: controls (n = 5 and 10, respectively) were injected with saline solution. There were no differences in plasma LH due to breeding status (twofactor repeated measures ANOVA; Fig. 4, F = 0.07, P = 0.80) or treatment (F = 1.34, P = 0.26). However, the data suggest that a change in absolute levels of LH due to the cGnRH-I injections was masked by the apparently nonequivalent starting points of the control and treatment groups (Fig. 4). When the data from breeders and nonbreeders were combined, the 12 GnRH treated birds had lower LH than the 15 controls immediately prior to injection (e. g., at time 0; T = 2.34, P = 0.03). To correct for this, we measured the absolute change in LH fifteen minutes after injection (i. e., LH at 15 min minus initial levels). The corrected data showed that although there was a significant treatment effect (two-factor repeated measures ANOVA; F = 8.94, P = 0.007), there were no

Female breeders had significantly larger ovarian follicles than nonbreeders (Fig. 5; T = 4.96, P < 0.001). In an effort to examine the importance of age in follicle maturation, we subdivided female nonbreeders into two age classes : those that are 1 year old and those that are older than 1 year. One-year-old nonbreeders (n = 17) had smaller ovarian follicles than older nonbreeders (Fig. 5; n = 13, T = [4.16, P = 0.001). During the 3 years of the study no 1-year-old females became breeders. Therefore, the comparison based on age class cannot be made for breeders. However, there was no relationship between the age of female breeders and follicle diameter (r = 0.46, P = 0.21). The age of breeders that were laparotomized ranged from 3 to 10 years.

Discussion Our findings that male nonbreeders had lower testosterone levels than breeders are consistent with the data of Schoech et al. (1991). However, despite the differences in T and testis size between breeding and nonbreeding males, our data do not support the hypothesis that nonbreeders have nonfunctional hypothalamo-pituitary-gonadal axes. Nonbreeders and breeders had equivalent baseline plasma levels of luteinizing hormone and there were no statistical differences in their responses to GnRH challenges. Both of these findings demonstrate that their pituitaries are fully functional and producing and secreting LH. The baseline LH and T levels also provide evidence of

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functional hypothalami : without a GnRH signal from the hypothalamus, LH titres in nonbreeders would be greatly reduced rather than equivalent to breeders. Similarly, the testosterone titres provide evidence of functional testes in nonbreeders. Even though T in nonbreeder males was generally lower than breeders, nonbreeders’ maximum T titres were much higher than their minimum. Although there is evidence of adrenal production of sex steroid hormones (Adkins-Regan et al. 1990; Tsutsui et al. 1991), the magnitude of circulating T measured in nonbreeders is consistent with a testicular origin. Further evidence that nonbreeders had functional testes was provided by the laparotomy data. Even though the testis volumes of male nonbreeders were significantly less than breeders (Fig. 5), the mean volume (64.32 ± 11.26 mm3) was many times greater than that of completely regressed birds. Gonad data from the Archbold Biological Station collection show that the volume of a fully regressed testis is between 3 and 6 mm3. In contrast to the observation of Schoech et al. (1991) that female nonbreeders had estradiol titres that were lower than breeders, during 1992–1994 nonbreeder females had E2 equal to or higher than that of breeders (Fig. 6). When considered with the lack of differences in LH titres, either in basal levels (Fig. 7) or in response to GnRH challenges (Fig. 4), these data also suggest that nonbreeders’ HPG axes are equivalent to that of breeders. Further, although breeders and nonbreeders differed in the degree of follicular maturation, the 30 nonbreeders from which we have data had ovarian follicles that were three times as large as a regressed bird. During the nonbreeding season ovarian follicles (from the ABS collection) are considerably smaller (0.50 ± 0.29 mm) than the nonbreeders we measured during the three years of our study (1.50 ± 0.13 mm). Delayed breeding: inhibition or lack of stimulation? Following Poiani and Fletcher (1994), we suggest that two fundamental mechanisms could lead to delayed breeding: (1) a nonbreeder may be reproductively inhibited through exposure to a suppressing environmental factor, or (2) an individual may lack exposure to a required environmental stimulus or cue. Both the presence of an inhibitor and the absence of a required stimulus may be in effect at the same time. For example, a nonbreeder at home could be inhibited by one or both of its parents while simultaneously failing to receive the required intrapair stimulation from a mate. Thus, determining whether the “presence of an inhibitor” or the “absence of a stimulus” is the main causative factor in delaying breeding is difficult. The hypothesis that avoidance of inbreeding (inbreeding suppression) causes delayed maturation of male nonbreeders predicts that upon removal of the

source of inhibition (in this case the mother) a nonbreeder will complete maturation. We found no support for this hypothesis : nonbreeder males that lived with an unrelated breeding female did not have higher T than those that lived with their mothers. Conversely, we found that nonbreeder females that lived in a territory in which the male breeder was not their father had higher E2 than nonbreeders that lived with their fathers. These data seemingly support the hypothesis that inbreeding avoidance is a factor in delayed breeding in female Florida scrub-jays. However, because nonbreeder females that are no longer living in their natal territories may be interacting with unrelated males, these data can also be used to support the hypothesis that an absence of stimulation is the important factor. While separating these two hypotheses is difficult, comparing breeder females (who, by definition, are not inhibited) with nonbreeder females that were living on a territory with their fathers might be illuminating. If the female nonbreeders were inhibited by the presence of their fathers their E2 titres would be predicted to reflect this inhibition. However, when we made this comparison, nonbreeders had E2 that was equal to female breeders (89 breeders, 0.152 ± 0.043 ng / ml vs 55 nonbreeders, 0.132 ± 0.029 ng/ml, T = 0.346, P = 0.730). These data strongly suggest that if inbreeding inhibition is a factor in delayed breeding in this species, then it is implemented independently of the HPG axis. The “absence of stimulus” hypothesis is supported by data from a wide range of taxa that show the importance of inter-sexual stimulation in preparing for reproductive activities (for reviews, see Wingfield and Farner 1993; Wingfield et al. 1994). Several avian studies have found that males paired with a female had higher sex hormone levels, greater rates of gonadal recrudescence, or both, than unpaired males (Burger 1953; Schwab and Lott 1969; Haase et al. 1976; Wingfield and Farner 1978a, b; O’Connell et al. 1981; Hahn et al. 1995). Male white-crowned (Zonotricia leucophrys) and song sparrows (Melospiza melodia) paired with estradiolimplanted females had higher LH and T titres as well as higher rates of copulation than controls (Moore 1982, 1983; Runfeldt and Wingfield 1985). Although male nonbreeder jays that shared a territory with E2implanted females had elevated T, we found no differences in their behavior toward implanted females. In contrast to sparrows, male nonbreeder scrub-jays often share a territory with a females that cannot be treated as a potential mate. The unique social system of cooperatively breeding scrub-jays may have necessitated the evolution of plasticicity in their responses to unmated individuals that is not required in species that do not live in groups (i. e., sparrows), and this, in turn, may explain why we observed no overt interactions. There is evidence from several species that the presence of a male (or even taped songs of a male) can increase sex hormone levels and degree (or rate)

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of ovarian development in females (Hinde and Steel 1978; review in Wingfield and Farner 1993). However, females show little or no response to T-implanted males (e. g., song sparrows, Runfeldt and Wingfield 1985). We also failed to detect a behavioral or endocrine response of nonbreeder female jays to T-implanted males. Age effects Although the vast majority of avian species become sexually mature and breed at 1 year of age, numerous species, especially long-lived ones that delay maturation for several years, demonstrate that the age of a bird can determine whether it breeds. Non-cooperatively breeding species, such as the wandering albatross (Diomedea exulans) and California gull (Larus californicus) show yearly increases in testis size prior to their reaching the age of maturity (Johnston 1956; Hector et al. 1986; review in Follett 1992). However, the degree to which age is a factor is highly variable in cooperatively breeding species and because nonbreeders : (1) are subordinate to the breeders, (2) share a territory with their parents, (3) may be inferior foragers, (4) lack intersexual stimulation, or some combination of the preceding; determining whether age per se causes delayed breeding is difficult. Despite the potential confounding variables, it is clear that several cooperatively breeding species are incapable of reproducing before they reach a certain age. For example, neither bell miners (Manorina melanophrys), Mexican jays, (A. ultramarina), nor Australian magpies (Gymnorhina tibicen) breed in their 1st year and white-winged choughs (Corcorax melanorhamphus) typically do not breed until their 4th or 5th year (Brown 1963; Carrick 1972; Rowley 1978; Poiani and Fletcher 1994). Age effects upon the reproductive anatomy and physiology in these species may persist after they are capable of breeding. For example, Poiani and Fletcher (1994) found that testis size and testosterone titres of bell miners increased gradually (i.e., young nonbreeders < older nonbreeders < young breeders < older breeders). This is similar to our finding that testis size of both nonbreeders and breeders increased gradually with age (Fig. 5). Conversely, in a species that is capable of breeding in its first year, Reyer et al. (1986) found that primary (related) helper pied kingfishers (Ceryle rudis) had small aspermatogenic testes and low T irrespective of their age. Although we found age effects upon gonadal development in both male and female nonbreeders, it is clear that delayed breeding in the Florida scrub-jay is not an obligate physiological process. Given the opportunity, 1st-year Florida scrub-jays will breed (Woolfenden and Fitzpatrick 1984; Webber and Cox 1987). In our study area in 1993 and 1994

there were four and six, respectively, 1st-year males that became breeders. Year effects Changes in environmental or social conditions have been shown to elicit variable behavioral and physiological responses; however, the majority of cases document variation in hormone levels within a year or a single breeding season (Wingfield 1983, 1985; Wingfield and Farner 1993). Our findings of a year effect upon T in male breeders, T in 1993 was significantly lower than in the other two years of the study (Fig. 1), are an example of changes in the social structure or environment causing long-term changes in hormone titres at the population level. The observed correlation between male breeders’ T and the low number of male nonbreeders in the population in 1993 (Fig. 2) may illustrate the effect that population demography changes can have upon social dynamics. Several studies have shown that T in males is higher when nest site density is higher (Ball and Wingfield 1987; Beletsky et al. 1990, 1992; Wingfield and Hahn 1994). There is considerable evidence that male-male aggression (particularly during the breeding season) is mediated by testosterone (Wingfield et al. 1987, 1991, 1994) and the “challenge hypothesis” predicts that increased population density will result in elevated T (Wingfield 1985; Wingfield et al. 1987, 1990). It follows that in the year that the majority of male breeders did not have male nonbreeders residing in their territories, fewer aggressive interactions (both inter- and intra-territorial) might result and this, in turn, could help explain the observed lower T titres. Although the demographic changes described above may in part explain the low T in 1993, there were several possible factors that, although difficult to measure, should be considered. Among the 25 years of study at Archbold Biological Station, the onset of breeding in 1993 was earlier than any other breeding season and it was also the most successful (number of fledglings, G.E. Woolfenden and J.W. Fitzpatrick, unpublished work). In contrast, 1992 was the latest and worst breeding season on record. However, the year-effects on T are not due to our samples having been collected on different calendar dates in the different years of our study (unpubl. data). Evidence in this (Schoech 1996) and other species (Drent and Daan 1980; Smith et al. 1980; Högstedt 1981; Wingfield 1983; Arcese and Smith 1988; Meijer et al. 1988, 1989) shows that food abundance can affect both the timing of breeding within a year and, in the extreme, whether an individual breeds. If 1993 was an exceptionally bountiful year with food easily obtained, then encounters with conspecifics searching for food might have been lower than the norm, resulting in reduced T.

88

Hormone profiles and different strategies of male and female nonbreeders The pattern of testicular development and testosterone secretion seen in male nonbreeders resemble that of male breeders. Nonbreeders differ from breeders only in the magnitude of the physiologic or anatomic response, thus suggesting that both share common environmental cues (although not necessarily common social cues) that lead to the observed changes (see Wingfield and Kenagy 1991). Ideally, testicular development and circulating testosterone would be measured in isolated males, breeders and nonbreeders, during the breeding season. This experiment would clarify the importance of intersexual stimulation and other social interactions. Mean E2 in female breeders and nonbreeders were equivalent during each nest stage in 1992 and 1994 (Fig. 6). The pattern in 1993, however, when nonbreeders had significantly higher E2 than breeders, differs noticeably and may indirectly support the absence of stimulation hypothesis. During the two nest stages (build/lay and incubate) when nonbreeders’ E2 was highest, the female nonbreeders that were captured off of their home territories had exceptionally high E2. Female nonbreeders use a different strategy than males in becoming breeders. Whereas males tend to remain at home and either inherit or carve out a section on the periphery of the territory, females seek breeding opportunities away from their home territories (Woolfenden and Fitzpatrick 1978, 1984). The elevated E2 may be the result interactions between the nonbreeders females and males at the capture locale. Four instances of polygynous behavior during 1994 may explain the high E2 in the “wanderer” females and indirectly support the absence of stimulation hypothesis. In three cases, a male breeder courted and built nests with a neighbor (two nonbreeders and one “widowed” breeder) while his mate was incubating (only breeder females incubate). The fourth instance of polygyny occurred when a breeder male courted an unrelated nonbreeder female that his group had “adopted” the previous year. Following the depredation of his and his mate’s nest, both females were discovered sharing incubation duties in a new nest with seven eggs (maximum clutch size is 5; G.E. Woolfenden and J.W. Fitzpatrick 1984, personal observations). There were two additional cases of polygyny in 1989 (R.L. Mumme, personal observations). These examples contrast with the findings of Woolfenden and Fitzpatrick (1984) who in ten years of field work noted only one case of polygyny. These observations also demonstrate that nonbreeder females lack only the opportunity or the stimulus from a mate to become fully reproductive. Woolfenden and Fitzpatrick (1984) noted that while a breeder male may tolerate a neighbor female nonbreeder in his territory, his mate typically will not. However, as the above

observations make clear, while the female breeder is occupied with incubation duties and less likely to detect or attempt to evict intruders, her mate may have the opportunity to interact with nonbreeder females. In three of the cases noted above, once the nonbreeder female received the required stimulation from a potential mate, she initiated breeding. Conclusion Our data suggest that breeding suppression or inhibition should not be invoked to explain delayed breeding in cooperatively breeding species unless positive evidence is available, because the “absence of necessary stimulus” is an equally likely explanation. Determining whether a seemingly low physiological measure (e.g., hormone level, gonad size) is a response to a negative stimulus rather than the baseline reading of a parameter that has yet to be stimulated to a higher level can be difficult. Additionally, because an animal may experience the “presence of an inhibitor” at the same time as the “absence of a stimulus”, separating these two hypotheses will require careful experimental design or fortuitous data collection. Acknowledgements Greg Ball, Jim Kenagy, Sarah Kistler, Tom Hahn, Gordon Orians, and Carol Vleck provided insightful comments that led to the improvement of this manuscript. We appreciate comments on a previous manuscript by Jerram Brown that helped crystallize our thinking in terms of ‘lack of stimulation’ rather than assuming inhibition. Thanks to all at Archbold Biological Station who facilitated field work in innumerable ways. Glen Woolfenden and John Fitzpatrick, in their positions at ABS, kindly provided a graduate student internship that supported S.J.S.’ 1992 field work. Support was also provided by a NSF Dissertation Improvement Grant (IBN-9224397) to S.J.S. and J.C.W. First-rate assistance in the field was provided by Alison Banks and Rob McMonigle. Mary Garvin and Keith Tarvin kindly provided data on blue jays testes. A hearty thank you to all of the “Screamin’ Jays” (especially Keith Tarvin) wherever you all may be now. Special thanks to S.J.S’ wife, Sally Kistler, for putting up with his extended absences during long field seasons.

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