Sunday, August 23, 2015

Forbes & Cowles - Ecology emerging in the late 19th Century


Forbes 1887 – The Lake as a Microcosm
Forbes begins with an introduction in which he makes some general observations about lakes and the animal life found within them. The notion of the sensibility of the complex of life in such environments is emphasized, by which Forbes seems to mean the interaction and interdependence of all the organisms in the local ecosystem, suggesting it is impossible to really understand any individual species without some concept of its place in the community as a whole. He states his purpose of examining the lacustrine life of northern Illinois within the context of this idea, based on his and colleagues’ observations and sampling of watershed lakes in the uplands of northern Illinois. Differences between watershed and fluviatile lakes are described. The latter are characterized by seasonal overflows and fluctuating conditions, with effects cascading through trophic levels and resulting in oscillating population cycles. Forbes considers this one of the best examples of the how the system of organic life can adapt.
Forbes then gives some contextual description for the seven more isolated watershed lakes that are the primary focus of his paper, including a brief mention of the methods of observation used. He goes on to describe the animal life found in these lakes, including the fishes, molluscs, arthropods, and crustaceans (esp. Entomostraca), remarking on their relative abundance and diversity, the habitats within the lakes different life forms occupy, and how these compare to other lakes in the region and in Europe. Forbes then gives several examples of the organic relations among the lacustrine fauna, including the common black bass and all its food prey, competitors, and predators, as well as the bladderwort – a carnivorous plant which apparently competes with fish by feeding upon many of the same crustaceans and insects. These relations are then placed in the evolutionary context of all the species’ struggle for existence against one another and the severe conditions this creates. But in spite of this, Forbes emphasizes that natural selection in fact promotes a community of interest even among species with seemingly antagonistic relationships due the interdependence and food relationships in the community. He concludes by remarking on the apparent contradiction that exist in natural systems, where organisms that are seemingly hostile or indifferent to one another produce cruel conditions, but conditions that nonetheless appear to promote life and a balanced harmonious equilibrium.
Kingsland’s introduction describes Forbes as being influenced by both Darwinian evolutionary biology, and by the Victorian natural history idea that natural systems tends to be stable and self-regulating (articulated by Spencer). The Lake as a Microcosm provides a good synthesis of these ideas, as well an early articulation of the concepts of a biological community and of food webs. I was surprised at the sophistication of the thinking Forbes exhibited in an era when ecology was not yet a formal field of study. Though his methods were different from what would be considered sufficient today - largely qualitative – I found it challenging to identify misconceptions in Forbes’ thinking. Examples could include the notion that aquatic ecosystems are completely isolated and oblivious to their terrestrial counterparts, as well as an overemphasis on equilibrium – population/ecosystem/community dynamics have become major themes in ecology. Here are some additional thoughts and questions to consider:
·         Are there other misconceptions you noticed in The Lake as a Microcosm?
·         Both traditional natural history and evolutionary biology seem to play key roles in the origins of ecology. How does ecology, and Forbes in particular, depart from these earlier fields? In what ways does Forbes’ thinking seem more like natural history, rather than ecology? Is there a place for natural history in ecology today?
·         What are Forbes’ methods and data? Is he justified in making the conclusions he does based on this?
·         Kingsland describes Forbes’ motivations as being both practical (build scientific basis for agriculture) and basic (use theoretical framework of evolutionary biology; pg. 3). What do you think was the stronger motivation in The Lake as a Microcosm? How about in ecology as a whole, both in its early days and today?

Cowles 1899 - The Ecological Relations of the Vegetation on the Sand Dunes of Lake Michigan
Cowles starts by expressing the scientific value of studying plant communities in sand dunes and why sand dunes are an ideal place to learn about ecology. “The sand dunes furnish a favorable region for the pursuit of ecological investigations because of the comparative absence of the perplexing problems arising from previous vegetation.” Essentially the formation of dunes wipes out all pre-existing traces of vegetation thereby creating a clean slate and forcing plants to establish from existing physical conditions.
This papers describes the environment of the sand dunes of Lake Michigan and the ecology of the flora that exist in this habitat. Cowles aims to understand and explain the dynamics of the sand dune phenomena and “uncover the laws which govern the panoramic changes.”  He refers to the sand dune environment as the “dune-complex” where it is a moving landscape – a restless maze always changing. This restless maze advances as a whole in one direction (the direction of prevailing winds) but with individual portions advancing in all directions (small dunes may advance in any direction provided they are protected from winds blowing in other directions).
The main ecological factors influencing floral establishment and persistence:
·         Temperature: In the summers the dunes are hot and sunny where warming begins in early spring and cooling begins in early fall followed by periods of very cold temperatures and severe winds favoring arctic floras.
·        Wind: Wind is the most potent of all factors in determining the character of dune vegetation. The windward sides of the vegetation endure intense sand blasts and are often damaged. Wind is the chief destroyer of plant societies by blowing away soil from underneath exposing roots or by burying vegetation that exists in depressions or low-lying areas with the advancement of dunes impelled by the winds.
·        Soil: The soil is mostly comprised of Quartz sand and is extremely porous lacking nutrition and organic matter.
·        Water:  Overall sand dunes are a very dry environment especially for short root systems and periods of drought favor xerophytic floras.
·        Topography: Sand dune slopes are driest with southern exposures producing more xerophytic flora. Depressions between sand dunes are much wetter and offer the opportunity for humus to accumulate resulting in the presence of different floral species. 
·        Plants and organic matter: Humus can build producing great soil but can also be covered or buried too deeply to be utilized until it is uncovered again someday.
The scanty flora is not due to the lack of water in the soil but to the instability of the soil and to the xerophytic air.
Cowles spends some time discussing plant societies and ecological succession which he terms genetic succession – “….arrange plant societies in order of development - this order more faithfully expresses genetic relationships than any other.” In the dune-complex the beach is the most extreme environment with conditions for plant life becoming less and less severe as they pass through several stages before culminating in the normal climax type of the lake region which is the more genial deciduous mesophytic forest.
Also present in the dynamics of the dune-complex is what Cowles terms Rejuvenation. Rejuvenation is when an established dune has its vegetation destroyed and passes into a state of activity (succession). Rejuvenation most commonly takes place as a result of a wind sweep and the majority of rejuvenated dunes are developed from established coniferous dunes that exist in the windward slopes near the lake. Plants do not succeed in stopping the movement of a dune, only a decrease in wind energy resulting from increased distance from the lake or to barriers can do so. 
In conclusion the sand dune environment is not only variable but reaches more than one extreme – water, temperature, and wind resulting in a dynamic succession of plant communities over relatively short periods of time with various plant species that are each adapted to a particular extreme. 
Questions:
·        What ecological principles are being put to the test, or is Cowles hoping to test, by studying the vegetation of sand dunes?
·        What are the main lessons learned or the main contributions that Cowles made to the discipline of ecology with this study?
·        Do you agree that genetic succession is most faithfully expressed by the order of development of plant societies? Is the term genetic succession still used and if so in what context?  Are genetic and ecological succession synonymous?

Overall questions to consider:
                  What are some similarities and differences between Forbes 1887 and Cowles 1899? How does Cowles appear to build on Forbes ideas, and what new concepts does he bring in? Collectively, what do these two pieces say about the emerging field of ecology in the late 19th Century?

Note: We will discuss these two pieces on Tuesday. Clements and Gleason will be discussed Thursday, with summaries and questions coming in a separate post.

26 comments:

  1. PS: I have to say that I appreciated the mention by Forbes of Lake Mendota in Madison WI. A few weeks ago I was living just blocks from there!

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  2. The Lake as a Microcosm: The author does an excellent effort in order to incorporate Darwinian Theory into natural history. I think the greatest impact of this paper was to shed light on new concepts such as community structure and population dynamics (e.j predator and prey relationships).

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  3. Cowles. The Ecological relations of the vegetation on the sand dunes of Lake Michigan: He did belong to the group of botanist that were concentrated on ecological succession. In this paper the word ecology is already mentioned.
    Dune Floras was representing at that time the perfect system to address ecological principles.
    Currently population genetic research is looking at genes that are passing from old growth forest onto the new generations.Somehow I think both terms could be uses as synonymous.

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  4. Lake as a Microcosm: Forbes seems to have a great appreciation for the complexities in the ecosystem especially in dealing with food web organization and energy transfer from minuscule (protozoa) to large fish like the black bass. He really emphasizes that every ecosystem is sustained by checks and balances, seemingly ahead of his time for some of these ideas. Other things I found interesting: he stresses the great filth that comes from humans and mentions the benefits of protected lands. Also I found the language to be amusing as well as helpful. Forbes really goes into great detail, describing a place so well that you can have this beautiful image imprinted in your mind.

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    1. Yes, I did think about how Forbes mentions the actions of humans and their affect on the river systems. Illinois is the home of Chicago and is the setting for The Jungle, by Upton Sinclair. Of course, being the nature-minded person I am, I took particular note to the disgusting descriptions of the waste in the waters near the slaugterhouses and factories. Ick. I also noted Forbes' mentioning of the "worthless carp." I knew carp are an invasive species to the Great Lakes and their river systems, but I had not known they were found in America as early as the 1800s. I assume Forbes is talking of the Asian carp, because, as far as my additional readings say, the genus Cyprinus is of East Asian origin.

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    2. I spent a large portion of my childhood on these lakes. I lived in a house on the Fox lake in Illinois, and Long lake was a frequent swimming spot. Lake Geneva in Wisconsin was one of our favorite fishing spots, as well as Lake Michigan.

      Point being... I actually laughed when Forbes was describing how pristine and beautiful these lakes are. Granted, Geneva is still pretty, but it's surrounded by houses, filled with boats, and I wouldn't dream of swimming in it. Lake Michigan is frequently closed due to mercury levels, and if you fish close enough to the power plants on the Indiana coast, the fish meat is tinted a bright green. The Fox lake is massively polluted, and Long lake is not much better.

      And yeah, carp are everywhere. Humans are a fairly shocking ecological force in their own right.

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  5. Forbes spent a great deal of time talking about predator prey relationships with great emphasis on fish and Entomostraca. He went into great detail explaining how everything in the system would compete with fish directly or indirectly keeping each other in balance. He mentions every fish from birth must work to find food (Entomostraca) that not only other fish, but a multitude of other animals and even plants compete for. He explains how even young predatory fish would need to prevent becoming food for other animals, comparing the rarity of those able to reach adulthood to that of human centenarians. This he explained is how predators keep prey numbers in check and prey/food quantity played a role in keeping predators in check.

    I found it interesting the belief that these aquatic habitats were considered completely disconnected from the terrestrial world, and that it would take a long period of time for aquatic life to feel any affect if all terrestrial life was destroyed.

    He went into great depths explaining how life was dependent on not only other life but influenced by changes in water level due to flooding and depth of water in the ponds.

    I enjoyed the colorful descriptive terms not found in modern manuscripts such as “worthless carp” even if used as a well-known common name would be omitted from today’s writings and replaced with its scientific name.

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    1. I completely agree with your ideas on the descriptive terms and "worthless crap." I thought Forbes' descriptive language adds to the general application of the overarching microcosm themes and how they apply to the human microcosm. For example, Forbes briefly describes his views of towns using descriptive words like filth and poison (p. 15), which at first seems extraneous and comical until the final paragraph. According to Forbes, the humans microcosm encompasses the same conditions as the aquatic microcosm, good and destructive elements, yet according to Forbes maintains a high quality despite the negative (this ties into Forbes' idea of "harmony"- the balance of forces). I do not necessarily agree with microcosm or the idea of harmony within a community (both are subjective), but I do think the overall use of descriptive language and higher thought processes are lacking within modern manuscripts.

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  6. Dune Floras of Lake Michigan
    As mentioned Cowles breaks the potential factors in determining the vegetation to be found on the dunes into several major including light/heat, wind, soil and water. As well as several “minor” factors including fires, pollution, topography, animals and the influence of plants themselves.

    The paper talks about how dunes represent good models for study due to their constantly changing and unstable nature. Requiring plants societies to adapt to frequent changes in the environment.

    Similarities are noted between plants found in the dunes of Lake Michigan and dunes in Denmark. Same Genera, and even species could be found, and when not plants that shared similar life habits could be found.

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  7. Forbes: I agree with Dunbar and Associates that Forbes’ thinking was sophisticated, “in an era when ecology was not yet a formal field of study.” Among many detailed descriptions, Forbes notes several examples of co-evolution, in particular the transparency of some Entomostraca and their predators.

    Although Forbes’ observations are detailed and insightful, he fails to mention a single example of extinction. Was this due to the limited duration of his lake samplings?

    Forbes erroneously refers to the deep areas of large lakes as “almost as simple and scanty as that of a desert” (p. 542); however, in the 1880s, he would not have had access to our modern methods of collection and analysis of microorganisms.

    I also agree with Dunbar and Associates that Forbes overemphasized equilibrium. His description of an almost magical dependence of the reproductive rate on the availability of food (p. 547) echoes Adam Smith’s invisible hand, a concept discussed for a hundred years before the publication of Forbes’ article. I do not object that economic principles seem to underlie Forbes idea of common interest (cf. the business man illustration on page 550). I do object to his Panglossian characterization of “the beneficent power of natural selection.” With such an unswerving dedication to the discovery of overall harmony, would a biologist be perhaps blinded to details that did not fit this best of all possible pictures?

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  8. San Dunes of Lake Michigan: Cowles proposes many interesting ideas of this plant/dune relationship. I liked the idea of a sort of clean slate-type of plant community, where dunes are constantly covering and eradicating these communities, in which the whole process begins again. Along the same lines I was curious as to why rejuvenation was referred to the dunes instead of the vegetation? I also found the dune complex to be very intricate. The wind seems like a huge unpredictable factor, trying to observe, analyze, and map dune movement, seems like a very exhausting task in the 1800s.

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  9. Cowles:
    I enjoyed Cowles’ summation of the dunes as “a restless maze.” As Kingsland points out, he is aware of climax theory, but not dogmatic about it. I found his explanation of how small dunes could advance in the opposite direction to the main line of dunes, or in any direction, captivating (p. 197). The concept of rejuvenation was fascinating. At first I kept thinking Cowles meant rejuvenation of the plant community, but then it seemed that he meant the opposite—the death of the plant community, and the rebirth of the dune itself as simply sand.

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  10. Sand Dunes of Lake Michigan:
    Dunbar: What are the main lessons learned or the main contributions that Cowles made to the discipline of ecology with this study?

    Cowles' main contribution to ecology is a complete successional series of flora in the dunes of Lake Michigan. The amount of time Cowles' spent on fieldwork and observations in the dunes is obvious in the descriptions of variability and factors that affect dune communities. Secondly, Cowles thoughts on succession were different from Forbes because he describes the dynamic ecology of the dunes as tending towards equilibrium but never reaching it.

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  11. I enjoyed the examination of two areas not far separated with vastly different focus. Both authors spoke quite a bit about native species (as to be expected), but Cowles, to me, focused more on the abiotic factors that drive the plant assemblage, as opposed to Forbes' focus on interspecific competition. I was struck by just how naturalistic both papers were- we're at the point with a lot of modern ecology that papers must focus on massive data collection and in-depth analysis of a single species- rather than a dude in a row-boat dragging nets for worms and another wandering through the Warren dunes noting on how the wind direction effects the landscape. Both are undoubtedly massively important- they're literally the foundations of research we stand on to make new assumptions in the field- but it's definitely striking to be brought back to that time.

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  12. Lake as a Microcosm: Forbes begins this paper describing how "primeval" and isolated lakes are, and if all terrestrial life died off it would take a while for the lake inhabitants to notice. I began my thinking that this was a bit over-exaggerated. He then transitions to talking about the relationships within the lake, and how if you want to study only one species, you must know all of the species that depend on it and vice versa. This is such a strong theme in Ecology, this interdependency, and the ideas he discussed in both the end and beginning regarding predator-prey relationships seem ahead of his time. Matthew mentioned the idea about how Forbes talks about predators and prey keeping one another in check, and that they have a "community of interest" between them. Forbes' ideas regarding this topic seem to begin to pave the way (roughly) for some of the predator-prey and symbiotic organism theories that exist today.

    On a note about the writing, I found it almost more like reading a piece of literature instead of a scientific article. Forbes illustrates an image very well, and allows the reader to imagine what these lakes could have been like when he was researching them.

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    1. I think that part of this idea of lakes being "primeval" is that holdover mentality of anything that wasn't a mammal forms being more "primitive" than those of mammals, and namely humans. His discussion of the interdependency is really interesting as he does seem to have a good grasp of what feeds on what and hints at maybe starting to think that those relationships affect the evolutionary history of the involved organisms.

      It is interesting to me that he seems to talk about the two types of lakes at the beginning of the paper but then never clearly classifies the lakes that he is talking about. It seems like he isn't really interesting in how the ecology of the two types of lakes might differ but is mainly interested in talking about observing the ecology of the lakes he visits.

      One question I had about his observations is that he sometimes seems surprised about the small lakes not having the same kinds of critters as Lake Michigan but at one point does offer an observation that they are smaller and warmer than large lakes like the Great Lakes. Was it commonly thought that a lot of lakes would look similar just because they were in the same area?

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    2. I agree with Noah that Forbes' use of "primeval" seems to be a continuation of the traditional hierarchical view of the relationship of organisms, with humans at the top. His language in the first sentence of his paper, "the forms of life are, as a whole, relatively low and ancient," reflects this.

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    3. Forbes' writing seems to be a theme of this thread. I definitely enjoyed his language and found it much easier to read than modern journals. Apparently Forbes was an entomologist, so maybe he was comparing all life forms as being primeval in comparison to arthropods, although Noah is correct that mammals are by far the coolest.

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  13. Sand Dunes of Lake Michigan: I agree with many of the points already said about Cowles' success in describing the concept of succession within the ecological world. Dunes really are an ideal ecosystem to study this in, given that a beach is basically starting from scratch and as one gets farther away from the water, the environment turns into more of a traditional deciduous forest of the Midwest. Cowles clearly invested a lot of time and energy into this study, and produced a pretty comprehensive summary of the different factors affecting the dune landscape.

    His term "genetic succession" could still be valid today, but I think more to describe one species evolving. "Ecological succession" seems more apt to be applied to this article and the ecosystems that Cowles describes, and the term may have gained some traction after this paper was published.

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  14. Lake as a Microcosm: Forbes does an excellent job of describing the intricate composition of lacustrine life of Illinois. However, I found that he emphasized more of how the lake environment affected the organisms within but was lacking in discussing the complexity of the relationships between them. In addition, he also failed to explain why terrestrial fauna would have little to no impact on these aquatic environments.

    While I agree to go into great detail of each and every organism and its relationship to others in the environment would have been impossible in his presentation, his argument of the "sensibility" of the organic complex of a lake would have been strengthened in a more detailed discussion of these dependent and competitive relationships of black bass and bladderwort. It is possible that this discussion was lost on me.

    As an archaeologist, Forbes’s discussion of equilibrium brought to mind Paul Martin’s Megafauna Overkill Hypothesis. However, I found Forbes’s discussion on his view of natural selection as a means of “restoring a healthy equilibrium” (Kingsland 1991:4) to be lacking in this paper. Although this concept is mentioned briefly in discussion of bladderworts maintaining lower numbers of young fish by diminishing competitive food resources (Entomostraca in particular), there is not thorough enough discussion in support of how a species might sustain its population in overexploitation or how an overexploited, low producing species may become extinct.

    While Forbes’s paper is good for its time, it is evident it is from an era where description far outweighs discussion and interpretation of concepts.

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  15. Forbes: I have to say the imagery provided in this text is exceptional. I found that I was quickly reminded of my childhood in central Wisconsin where I was introduced to ecology through the many lakes that dot the landscape up there. Most in that area were carved out of the landscape by glaciers and differ dramatically from the lakes associated with the river systems, though less so now because of human activities (i.e. transplanting of fish and plants from one system to another or cutting of canals to connect once isolated lakes).

    Forbes’ comment regarding the lake’s autonomy from land seemed odd to me, even given the time in which the paper was written. I have seen, first hand, the effect of denuding the landscape around the lakes in central Wisconsin in association with the development of farmland. The decline in the aquatic ecosystem after the buffer habitat has been removed is rapid and dramatic. As a teen, I watched one of my favorite fishing lakes die over the course of about two years as it filled with silt and became choked with weeds and algae blooms. I think its still a small wetland.

    Like Kat, I took note of Forbes’ description of Lake Geneva as pristine, as it has become a resort destination and is now far from pristine but yes it’s still pretty and good fishing from what I here.

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  17. Cowles: Dune systems are extremely interesting and at that time probably provided the best model for studying ecological succession because of their relatively predictable behavior and as Cowles describe, their ability to erase whatever was there before. I was happy to see that many abiotic factors were considered and it is clear that this represents a sophisticated way of thinking in an embryonic field (I liked how he used embryonic in reference to the dunes so thought I’d use it here to describe the state of the field of ecology at that time). I can see how this paper would have paved the way for much of what has been done since.

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    1. I was happy to see the abiotic factor considered as well. I actually thought he may have even gone a little too far to the point of discounting the biotic factors. He kind of makes the connection in succession of the plants on a dune talking about (on page 53) the white dune to the grey dune to the sandy fields, which can become heath and finally coniferous forests but doesn't lend too much credence to plants being part of that succession and rather it mostly being a function of the force of the wind and the cover being offered by other things.

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  18. Great comments and discussion today everyone. One thing I didn't get a chance to share, but thought looked kind of neat, was this paper that gives some additional social and historical context to 'The Lake as a Microcosm': "Local Knowledge, Environmental Politics, and the Founding of Ecology in the United States: Stephen Forbes and 'The Lake as a Microcosm' (1887)"

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