Landscape Ecol (2008) 23:757–769
DOI 10.1007/s10980-008-9243-6
REVIEW PAPER
Holocene palaeo-invasions: the link between pattern,
process and scale in invasion ecology?
Lindsey Gillson Æ Anneli Ekblom Æ
Katherine J. Willis Æ Cynthia Froyd
Received: 28 March 2008 / Accepted: 10 June 2008 / Published online: 10 July 2008
Ó Springer Science+Business Media B.V. 2008
Abstract Invasion ecology has made rapid progress
in recent years through synergies with landscape
ecology, niche theory, evolutionary ecology and the
ecology of climate change. The palaeo-record of
Holocene invasions provides a rich but presently
underexploited resource in exploring the pattern and
process of invasions through time. In this paper,
examples from the palaeo-literature are used to
illustrate the spread of species through time and
space, also revealing how interactions between
invader and invaded communities change over the
course of an invasion. The main issues addressed are
L. Gillson (&)
Plant Conservation Unit, Botany Department, University
of Cape Town, Private Bag X3, Rondebosch 7701,
South Africa
e-mail:
[email protected]
A. Ekblom K. J. Willis C. Froyd
Oxford Long-Term Ecology Laboratory, Biodiversity
Research Group, Oxford University Centre for
the Environment, South Parks Rd, Oxford OX1 3QY,
United Kingdom
e-mail:
[email protected]
K. J. Willis
Department of Biology, University of Bergen,
N-5007, Bergen, Norway
K. J. Willis
e-mail:
[email protected]
C. Froyd
e-mail:
[email protected]
adaptation and plant migration, ecological and evolutionary interactions through time, disturbance history
and the landscape ecology of invasive spread. We
consider invasions as a continuous variable, which
may be influenced by different environmental or
ecological variables at different stages of the invasion
process, and we use palaeoecological examples to
describe how ecological interactions change over the
course of an invasion. Finally, the use of palaeoecological information to inform the management of
invasions for biodiversity conservation is discussed.
Keywords Climate change Disturbance
Landscape connectivity Multi-factor hypothesis
Homogenisation
Introduction
It is well known that alien species can negatively affect
biodiversity and ecosystem function, and they are one
of the main causes of extinction, as well as huge
economic cost (Perrings et al. 2005). Even without
extinctions, local extirpations and invasions of widespread species lead to the breakdown of biotic realms
and biological homogenization (Olden et al. 2004). It is
also generally accepted that the scale and rate of
today’s biological invasions is unprecedented, and that
present-day anthropogenic introductions differ from
natural invasions by the increased spatial and temporal
scale of the dispersal of organisms, as well as in the
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frequency and magnitude of previously rare, longdistance dispersal events (Ricciardi 2007). While the
means and frequency of introductions have increased,
however, invasions—the process of spread through a
landscape of self-perpetuating populations—remains
comparable to the past, and it is in understanding the
long-term dynamics of this process that palaeoecology has the most to offer invasion biology (Rejmánek
1999; Richardson et al. 2000). The palaeoecological
records described here include fossil pollen, plant
macrofossils, tree-rings and charcoal, dating from the
Holocene (ca. the past 11,000 years) at temporal
resolutions from annual to decadal. As will be shown
in this review, such records can also elucidate
processes of introductions and invasions over more
recent time period. In many cases, fossil pollen
records can be calibrated using present-day pollen rain, and this enhances the interpretation of
pollen assemblages in terms of changes in community
structure or species abundance and distribution.
In utilising the palaeo-record in this way, it is
important to distinguish how a species arrives and
establishes at a new site (introduction) from the process
of spread through a landscape of self-perpetuating
populations (invasion) (Richardson et al. 2000). Both
native and alien species can undergo the latter process,
which may be studied in some detail using palaeoecological records that provide both the spatial and temporal
scales that are relevant to the process of invasion.
A long-term perspective on invasions raises
opportunities for utilising palaeoecological data in
five main ways, which we will exemplify here with
selected paleoecological studies from the literature.
(1)
Range shift and climate change: Palaeo-data can
elucidate patterns and rates of spread through
landscapes in response to climate variability,
including the ongoing Holocene (i.e. the last
11,000 years, the time since the end of the last
Ice Age) warming and pulsed climatic anomalies nested within it, like droughts. (Björkman
and Bradshaw 1996; Parshall 2002; Lyford et al.
2003; Bradshaw and Lindbladh 2005). Understanding the mechanisms behind Holocene plant
invasions or migrations provides information on
the development of modern ecosystems, patterns of alien species spread, lags and inertia in
the rate of response, and the potential impacts of
future climate and land-use change.
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(2)
(3)
(4)
(5)
Eco-evolution and climatic niche shift: An
understanding of past changes in distribution in
response to climate change can help to identify
species that are able to adapt to climate change
through niche shifts, from those whose dispersal
and rates of migration will not match changes in
climate (Mooney and Cleland 2001; Kinnison
and Hairston 2007). This can be used to inform
climate change integrated conservation strategies
by pinpointing those species that may require
assisted migration (McLachlan et al. 2007).
Disturbance history, landscape connectivity and
invasive spread: Palaeoecological data can help
determine how the pattern of spread is affected
by landscape connectivity and how current
patterns of landscape fragmentation may affect
the landscape ecology of invasive spread (Ronce 2001; With 2002, 2004; Pearson 2006).
Invasions as a multi-factor process: Palaeo-data
can indicate how ecological interactions change
over the course of an invasion and how the
application of a multifactor hypotheses can
explain long-term patterns in invasive spread
(Mitchell et al. 2006).
Implications of palaeo-invasions for conservation and ecosystem management: Palaeo-data on
the time since introduction can help to establish
the status of ‘‘doubtful natives’’, and raises
interesting philosophical and scientific questions, for conservation management (van
Leeuwen et al. 2005; Willis and Birks 2006).
All of the case studies presented in this review
illustrate how integration of palaeoecology, ecological
theory, evolutionary ecology, and landscape ecology can
act synergistically, providing the link between pattern,
process and scale in invasion ecology. They also
demonstrate the potential of palaeo-data to interface
with theoretical advances in invasion ecology. We argue
that the additional information provided through
addressing these long-term ecological records is essential
to the conservation and management of invasive species.
Range shift and climate change: climatic change
as a driver of palaeo-invasions
A key research question associated with current and
future climate change is where will biota move to and
Landscape Ecol (2008) 23:757–769
how quickly? Long-lived tree species are unlikely to
be at equilibrium with the prevailing climate, particularly in times of rapid climate change, when
dispersal abilities are poor, or when mature trees
have a broader climatic tolerance to germination and
recruitment phases (Bennett 1998; Millar and Woolfenden 1999; Davis and Shaw 2001; Von Holle et al.
2003; Svenning and Skov 2004, 2005). The present
distribution of long-lived trees is therefore a result of
the interplay between these three factors (rapid
climate change, poor dispersal, and differences in
climatic tolerance of different life-stages), as well as
disturbance history and geographical barriers. Studies
of Holocene invasions provide important information
on time-lags between environmental change and
distributional response, and can help distinguish the
effects of biological inertia and dispersal limitation
from climatic tolerance (Von Holle et al. 2003;
Hierro et al. 2005). These findings have potential for
improving the accuracy of bioclimate envelope
models and species distribution models, which currently assume that species distributions are in
equilibrium with climate (Guisan and Thuiller 2005;
Guisan et al. 2006).
Knowledge of climatic conditions at the time of
germination and recruitment is also essential in
predicting how forests might respond to future climate
conditions (Millar and Woolfenden 1999; Svenning
and Skov 2004, 2005). Many of the old-growth forests
that are seen today would have recruited in the cooler
conditions of the Little Ice Age, between the 14th and
18th centuries (Millar and Woolfenden 1999). As a
result, matching the current distribution of long-lived
trees to present climatic parameters may lead to a
serious under-estimate of the impact of climate change
on tree distribution, because ecosystem inertia and
persistence of mature trees may mask for centuries the
fact that climate sensitive stages like germination
recruitment are no longer occurring (Gillson and Willis
2004). Since climate change of the next 100 years is
likely to be greater than the warming experienced at the
little ice age, the mis-match between present-day and
future temperature sensitive plant growth stages may
also be correspondingly greater.
While rare, long-distance dispersal events often
dramatically increase the rate at which tree species
can migrate (Clark 1998), there is also evidence that
some species are still responding to ongoing postglacial climatic warming (Svenning and Skol 2007),
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or are responding to pulses in climate, such as
alternating drier and wetter periods. (Swetnam et al.
1999; Allen et al. 2003). The packrat midden record
along a latitudinal gradient in western USA, for
example, showed local extinction of pinyon pines
(Pinus remota and Pinus edulis) in more southerly
lowlands during the last deglaciation, and sequential
migration to higher altitudes and latitudes. At the
most northerly point in the record, Owl Canyon in
Colorado, pinyon pines arrived just a few hundred
years ago, suggesting that migration in response to
Holocene warming is still ongoing (Betancourt et al.
1991; Swetnam et al. 1999).
A further study of pinyon pine expansion at Dutch
John Mountain, northeastern Utah, utilising evidence
from woodrat middens and tree rings, suggests that
expansion of an isolated population may have been
prevented by episodic drought. Initial colonization in
the thirteenth century was prevented by a catastrophic
drought that occurred during the Medieval Warm
Period. The drought probably also caused extensive
mortality of the previously dominant Utah Juniper
(Juniperus osteosperma), allowing pinyon pine to
expand rapidly in the aftermath, during a cool wet
period at the start of the Little Ice Age (fourteenth
century) (Gray et al. 2006). Since these climatic
anomalies are likely to have also affected the Owl
Canyon site, at the other side of the Rocky Mountains, it seems that pulses of drought and wetter
periods may also be part of the explanation for the
lack of expansion from this outlier population, and
more generally the lack of spread of Pinyon at
landscape to regional scales.
While ecosystem inertia can buffer ecosystems
against climate change within certain limits, dramatic
reorganization can take place if critical ecological
thresholds are crossed. In south-central Spain, for
example, analysis of fossil pollen, microfossils and
charcoal revealed rapid transitions between pine,
deciduous oak, and evergreen oak. The authors
concluded that ecosystem inertia and stability was
punctuated by periods of change, which occurred
when ecological thresholds were crossed (Carrión
et al. 2001). Rapid transitions also occurred during
the cold conditions of the Younger Dryas (ca.
12,900–11,500 B.P.), when many European and
North American palaeo-records suggest fast dieoffs
and rapid community reorganization (Williams et al.
2002; Birks and Ammann 2000). A further
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consideration is that climatic stress can increase the
vulnerability of mature trees to pathogens, causing
rapid and widespread regional die-offs (Breshears
et al. 2005). Understanding the link between present
distribution, past climates, dispersal abilities, ecosystem inertia and ecological thresholds will be critical
to accurate predictions of future suitable climate
space. Palaeoecological records have much to offer in
this respect.
Eco-evolution and climatic niche shift
Species can adapt surprisingly rapidly to their new
ranges (Davis and Shaw 2001). While phenotypic
variation and ecological effects like enemy release
account for some of this adaptation (see below), in
some cases this may be due to rapid evolution on
ecological times-scales (eco-evolution) (Kinnison
and Hairston 2007). Rapid evolution of introduced
species may occur because persistent, strongly
selected individuals might represent extremes of
competitive or dispersive ability (Davis and Shaw
2001; Kinnison and Hairston 2007). Equally, host
communities may adapt rapidly in response to new
opportunities for predation, herbivory and mutualism
(Mooney and Cleland 2001; Kinnison and Hairston
2007). Palaeo studies can help to elucidate the
interplay between these factors; invasions facilitated
by pathogen release have been observed in the
palaeo-record, and can be used to identify genetic
adaptation over time (Kerfoot and Weider 2004).
Adaptation of introduced species and their host
communities may be by phenotypic plasticity or by
genetic selection of individuals better adapted to the
invaded community and its abiotic environment.
Contemporary, rapid evolution (eco-evolution),
might be favoured in introduced species because
founder populations are physically separated from
their source populations, and/or because successful
founder populations may represent the extremes of a
populations dispersive or competitive ability (Davis
and Shaw 2001; Kinnison and Hairston 2007).
Equally, invasive species might drive evolution in
the host community as new predators, pathogens,
herbivores and mutualists adapt to the new opportunities presented by exotics (Mooney and Cleland
2001; Kinnison and Hairston 2007). These adaptations contravene a major assumption of bioclimate
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envelope models—currently the best available tool
for predicting species response to climate change—in
that future ecological and environmental tolerances
need not remain the same over time, and thereby
further complicate the interpretations of model
outputs.
Recent demonstrations of eco-evolution and climatic niche shift during invasion of new areas
(Broennimann et al. 2007; Kinnison and Hairston
2007), contrasts with previous work suggesting that
ecological niches may serve as ‘‘stable distributional
constraints’’ (Martinez-Meyer et al. 2004). An ingenious use of experimental palaeoecology to
distinguish these possibilities in the case of Daphnia
retrocurva, a Cladoceran that colonized Lake Superior in 1889 (Kerfoot and Weider 2004). D.
retrocurva replaced D. dentiphera during a eutrophication period in the 1950s. Diapausing D. retrocurva
eggs of different ages were extracted from dated
sediment cores, and comparison of the hatchlings
revealed morphological adaptation over a 60-year
period. Furthermore, genetic analyses revealed
changing allele frequencies during the eutrophication
event, suggesting natural selection and/or founder
effects. The authors interpreted these results in terms
of the ‘‘Red Queen Hypothesis’’; having colonized
the lake, D. retrocurva continuously evolved relative
to changing predator pressure, (in turn precipitated by
environmental changes in nutrient status), in order to
maintain its foothold in the lake community (Kerfoot
and Weider 2004).
Disturbance history, landscape connectivity
and invasive spread
In understanding invasive spread, the palaeo-record
provides opportunities to study how interactions
between rare long-distance dispersal events, landscape connectivity, disturbance and ecosystem inertia
determine the pattern and rate of spread of species
through landscapes (Davis 1963; Björkman and
Bradshaw 1996; Parshall 2002; Lyford et al. 2003;
Von Holle et al. 2003; Bradshaw and Lindbladh
2005). The palaeo approach to understanding patterns
of invasion is especially effective when pollen and
plant macrofossils are used together, because macrofossils provide greater taxonomic and spatial
precision, which allows detection of small, isolated
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populations that may be missed in the pollen record
(Lyford et al. 2003; Petit et al. 2004).
A study of naturalized populations of European
trees showed that 36 out of 55 species occupy less
than 50% of their potential, based on climatic
parameters relating to physiological threshold
responses (Svenning and Skov 2004; Svenning and
Skov 2005). The reasons for this include disturbance
history, dispersal limitations in the face of ongoing
postglacial climatic warming, patchiness in environmental resources, biological inertia and the various
competitive and facilitative interactions encountered
by migrating species (Von Holle et al. 2003; Petit
et al. 2004; Parmesan et al. 2005; Brooker 2006).
The interplay between climatic variability, dispersal and landscape structure was explored using
palaeo methods in a study of the invasion of Utah
juniper (Juniperus osteosperma) in the United States
(Lyford et al. 2003). Macrofossils from woodrat
middens were used to trace the spread of Utah
Juniper from small pioneer colonies established by
multiple long-distance dispersal events that occurred
from 7,500 and 5,400 years ago. Following a wetter
period of c. 2,600 years, subsequent back-filling
began 2,800 years ago and proceeded in episodic
expansions that coincided with periods of drought
and warmth, until ca. 1,000 years ago. The authors
concluded that climate was the driving factor in range
expansion, but that its effect may have been partly
mediated though increased connectivity of suitable
habitat during the warmer drier periods. Isolated
populations were able to persist even in unfavourable
conditions, suggesting that regeneration rather than
persistence was the critical life history stage, with the
narrowest environmental requirements (Lyford et al.
2003). In terms of invasion theory, then, this study
illustrates how rare, long-distance dispersal events,
ecosystem inertia, climatic variability and landscape
connectivity interacted in the invasive spread of Utah
juniper.
On a management level, knowledge of disturbance
history can help to distinguish invasions from recovery of species from previous anthropogenic or natural
disturbance events. The encroachment of woody
plant species onto open grass-dominated habitats,
for example, is of increasing concern, and may be
linked to global drivers like increasing CO2 (Bond
and Midgley 2000). Such invasions threaten species
and assemblages that are unique to grassland (Fig. 1),
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but in some cases may represent a return to previously forested conditions.
In the Montane Grassland Restoration Project, New
Mexico, a long-term perspective was used to determine the causes of tree encroachment and as a guide
for restoration plans (Swetnam et al. 1999). Palaeobotanical evidence was used to establish that montane
grasslands were a persistent feature of the landscape
for millennia, and then evidence from tree rings, aerial
photographs and historical sources was used to
determine the extent and cause of the encroachment.
The area of open montane grasslands had been
reduced by 55% between 1935 and 1981, and a study
of tree demography, soils, fire, climate and land-use
history showed that tree invasion in montane grasslands was caused by changes in livestock grazing and
fire exclusion. The cause of the invasion was therefore
anthropogenic, and tree cutting and prescribed burning were used to restore the grasslands (Swetnam et al.
1999; Allen et al. 2003).
In contrast to the grassland restoration project
described above, a long-term perspective can reveal
how some tree ‘‘invasions’’ are actually recoveries
from past disturbance. In the Chaco Canyon, New
Mexico, for example, palaeo work indicated that
pinyon pine (Pinus edulis) forests are apparently still
recovering in some places from overexploitation that
occurred 800–1,000 years ago, and in other areas are
yet to recover (Swetnam et al. 1999; Allen et al.
2003). It is only with a long-term perspective that this
and other areas where forests are still recovering from
past anthropogenic disturbance, can be distinguished
from unprecedented tree invasions that could threaten
ancient grassland ecosystems.
The palaeo records presents an interesting opportunity to apply and test the theories of invasive
spread, by comparing patterns and rates of spread at
regional, landscape and local scales. The effects of
landscape structure and connectivity in invasion
ecology is a hot topic (Ronce 2001; With 2002,
2004; Pearson 2006). At the landscape level, whether
a species can spread through a landscape to new areas
depends to a large extent on the balance between
ecosystem inertia, which can allow long-lived species
to persist even when the environment has become
unfavourable (Von Holle et al. 2003), and disturbance
patterns, which can facilitate percolation through a
landscape (With 2002, 2004). Disturbance facilitates
invasions by reducing competition between native
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Fig. 1 Expansion of
pinyon pine and juniper at
the expense of grassland
and sagebrush, in Utah,
USA, as a result of
decreased anthropogenic
burning. Source:
http://extension/usa.edu/rra
and invasive species, creating or freeing up niche
space (Petit et al. 2004) and sometimes by physically
removing the barriers to dispersal. In order for a
species to spread through a landscape, disturbance
must reach a critical threshold, the position of which
depends on the dispersal characteristics of the
species. Percolation theory suggests that good dispersers prefer small localized disturbance diffused
through the landscape while poor dispersers prefer
large, concentrated disturbances (With 2002, 2004).
For example, outputs from a natural landscape model
suggest that a poor disperser will spread through the
landscape at a percolation threshold of 70% for small,
localized disturbances, but at 30% for large, concentrated disturbances.
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The rate of spread of species through landscapes
has been extensively studied in the palaeo record
(Hunter et al. 1988; Davis and Shaw 2001). Detailed
stand-scale analysis of fossil pollen provides the
possibility to test the validity of percolation theory.
The study of isolated stands of European beech
(Fagus sylvatica) in mixed deciduous woodlands,
southern Sweden showed that the establishment was
facilitated by small ground fires that created suitable
seed beds (Björkman and Bradshaw 1996). This
initial establishment at the regional scale was
climatically driven, but the widespread expansion of
beech lagged by 1,000 years, and again was triggered
by fire (Björkman and Bradshaw 1996; Bradshaw and
Lindbladh 2005). The severity of disturbance
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determined whether beech was able to completely
replace lime (Tilia), suggesting that below a critical
disturbance threshold, Tilia was resistant to invasion.
This pattern of invasion is consistent with the concept
of biological inertia as well as percolation theory, in
that beech expansion lagged climatic change (inertia),
and expansion throughout the landscape by infilling
between pioneer populations could only occur when
disturbance reached a critical threshold.
A similar pattern of expansion was observed in the
USA, where eastern hemlock (Tsuga canadensis)
showed a gradual increase and westerly migration at
the regional scale over the past 6,000 years, but a
more recent, abrupt rapid increase at the stand scale
from 5,000 to 100 years ago (Parshall 2002). In this
case, the author’s interpretation was that the initial
colonization reflected the expansion of small, outlier
populations of T. canadensis, and that subsequent
infilling only occurred later, when a critical threshold
of cooler, wetter conditions was crossed, and the
occurrence of fire was reduced (Parshall 2002). It
may be that outlier populations persisted in favourable microhabitats, but an alternative interpretation of
these data is in terms of source-sink dynamics; small
populations could persist outside of their fundamental
climatic niche because of repeated recolonization
from a source population (the ‘‘rescue effect’’)
(Pulliam 2000).
In these examples from the palaeo literature,
patchily distributed populations were a precursor to
invasive spread, as predicted by percolation theory
(With 2002, 2004). An understanding of the climatic
requirements of the species concerned allowed contrasting interpretations for the mechanism of invasive
spread, illustrating how palaeo-data can interface
with current theoretical debates in invasion ecology.
Ecological interactions: invasions as a multi-factor
process
The success (or otherwise) of introduced species is
predicted by various hypotheses concerning release
from enemies (competitors and pathogens), the
presence of mutualist facilitators, the availability of
‘‘empty niches’’, the presence of facilitators, the
possession of ‘‘novel weapons’’ and the suitability of
the abiotic environments (see Table 1 for a summary). Mitchell et al. (2006) suggest that invasions
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can be considered as a process in which different
ecological factors dominate at different stages
(Mitchell et al. 2006; Moorcroft et al. 2006). Their
‘‘multi-factor’’ hypotheses suggests that invader success depends on the interaction between biotic
resistance, habitat filtering, and niche availability.
The strength of these effects varies over time and also
depends on whether close relatives are present in the
resident community. Furthermore, these authors discuss the role of phylogenetic relatedness in modifying
these effects, suggesting that unrelated introduced
species are more likely to benefit from competitive
release, enemy release, novel weapons and empty
niches, whereas abiotic suitability and the presence of
mutualist facilitators is more likely when introduced
species are closely related to resident species (Mitchell et al. 2006). The palaeo-record provides a
possibility to study these changing interactions over
time-scales of decades to centuries, providing critical
information on the process of invasion and ecological
effects of long-lived tree species (Moorcroft et al.
2006). Mitchell et al.’s hypothesis does not concern
the means of introduction of a species, but rather how
and why that species spreads, and therefore, as
explained in the introduction, can be applied to
invasions of native as well as introduced species, and
it is in this context that the palaeo-record is discussed
here.
Mitchell et al. (2006, p. 737) suggest that ‘‘Enemies [including pathogens], mutualists and
competitors may all influence different stages of the
invasion process, such as colonization, growth and
spread, and long-term adaptation’’. They therefore
suggest that invasion should be treated as a continuous rather than a categorical variable and that the
study of chronosequence sites of different invasion
stages could capture the shifts in dominant ecological
interactions over time.
Release from enemies has been suggested to
facilitate spread in contemporary invasions (Keane
and Crawley 2002; Mitchell and Power 2003). The
effect of enemy release can also be observed in the
palaeo-record. During the Holocene, the pollen
record indicates that beech (Fagus grandifolia)
spread rapidly into landscapes already dominated by
eastern hemlock (Tsuga canadensis), a close competitor with very similar ecological and climatic
requirements (Woods and Davis 1989). The results of
modelling experiments indicate that this rapid rate of
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Table 1 Summary of contemporary ecological mechanisms explaining the success of introduced species (based on (Callaway and
Aschehoug 2000; Siemann and Rogers 2001; Hierro et al. 2005; Mitchell et al. 2006)
Hypothesis
Summary
Enemy release
Introduced species benefit from reduced herbivory, predation and pathogens
Competitive release
Introduced species benefit from absence/reduction in competition
Empty niche
Introduced species are able to expand rapidly by utilizing available resources differently from
native species
Mutualist facilitation
The acquisition of new mutualists is essential for invasive success
Novel weapons
Exotic plants exude allelopathic chemicals that are more effective on naı̈ve plant communities
Evolution of increased
competitive ability
Multifactor hypothesis
Resources allocated to defence against enemies in the native range can instead be used to increase
vigour in the introduced range
Invader success depends on the interaction between biotic resistance, habitat filtering, and niche
availability. The strength of these effects varies over time and also depends on whether close
relatives are present in the resident community
spread was possible because beech was able to
temporarily outstrip its species-specific pathogens at
the leading edge of colonization, increasing vigour
and conferring a transient competitive advantage in
the pathogen free individuals, an example of enemy
release. The modelling experiments showed that the
lag between uninfected and infected individuals
could occur even when host and pathogen had equal
dispersal abilities, because pathogens depend on their
hosts for colonization and there is a critical threshold
in host population density that must be reached
before a pathogen can successfully colonize (Moorcroft et al. 2006). A lagged wave of infected beech
then arrived, returning the competitive ability of
beech back to normal, and enabling a dynamic,
patchy co-existence of both beech and hemlock to
develop. The modelling experiments based on community assembly rules suggest that it would take
approximately 250 years for this dynamic stability to
develop, assuming no further environmental change
and a homogeneous environment. This example
demonstrates the interaction between enemy release
(escape from host-specific pathogens) and community assembly; it was the transient competitive
advantage conferred by enemy release that allowed
beech to temporarily outcompete hemlock, its close
ecological neighbour.
It is not clear from the model outputs and
palaeoevidence whether today’s highly fragmented
landscapes would facilitate or hinder the preliminary
invasion of non-infected trees. Further evidence for
the impact of pathogens on invasions of eastern
hemlock and beech can be found in the fossil pollen
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record from Quebec. Here, hemlock showed a
pathogen-linked decline at about 5,400 B.P., which
was followed by a rapid expansion of beech 3,000–
2,500 years B.P. (Allison et al. 1986; Woods and
Davis 1989; Moorcroft et al. 2006). The subsequent
recovery of hemlock at ca. 200 years B.P. may have
been linked to the evolution of pathogen resistance
(Allison et al. 1986; Moorcroft et al. 2006). In this
case, there appears to be an interplay between
pathogen induced hemlock decline as a cause of
beech invasion. Although it has been argued that the
decline in hemlock, beech, as well as oak, was driven
by an arid event (Foster et al. 2006), as explained
above, climatic stress can increase the susceptibility
of trees to pathogens (Breshears et al. 2005), and it
may be that the two explanations are not mutually
exclusive. This supports the argument of Gurevitch
and Padilla (2004), that some invasions are a
symptom rather than a cause of species decline.
In keeping with Mitchell et al.’s (2006) idea of
multifactor hypotheses, in which different factors
dominate at different stages of invasion, it is interesting to consider how the patterns of invasion
described above will interact with disturbance and
demographic factors over time (Fig. 2). Colonization
through a dynamic, heterogeneous vegetation landscape will generate even-aged, patchily distributed
stands, which in turn will senesce at similar rates,
creating temporally and spatially discrete opportunities for colonization. This pattern will interact with
localized disturbances to create a heterogeneous and
dynamic pattern of colonization. Such pulses of
temporally and spatially discrete colonization events
Landscape Ecol (2008) 23:757–769
T0 Ecosystem Inertia
765
T1 Disturbance
Propagule
Dispersal
T3 Dispersal, establishment and enemy release
T4: Dynamic co-existence
Fig. 2 A multifactor hypotheses describing the dynamics of
an invasion of over time. At time 0, species 2 (shaded trees)
cannot establish in a forest of species 1 (white trees), even
though climate space is suitable (ecosystem inertia). At T1,
disturbance increases the permeability of the landscape. At T3,
a long-distance dispersal event allows species 2 to establish in
the disturbed area, and out-compete species 1, because of
enemy release. At T4, species 2’s pathogens arrive, and reduce
its competitive ability, allowing co-existence of both species in
a patchy landscape (after Mitchell et al. 2006; Moorcroft et al.
2006; Björkman and Bradshaw 1996; Davis et al. 1998)
have been observed in the palaeo record, and have
been variously attributed to disturbance by fire and
wind-throw (Woods 2000; Moorcroft et al. 2006). In
addition, pollen records can show which landscape
elements are most susceptible to invasion, even in the
absence of disturbance. High resolution pollen analysis from forest hollows in a hardwood forest mosaic
in northern Michigan, showed that hemlock preferentially invaded stands dominated by white pine
(Pinus strobus) rather than red oak (Quercus ruber)
or maples (Acer saccharum and A. rubrum), probably
because pine provides a better seedbed for hemlock,
with more light and a more penetrable surface litter
(Davis et al. 1998). In this case, resident species
composition rather than disturbance determined the
invasiblity of the landscape at the stand scale (Davis
et al. 1998). This finding might be linked to Allee
effects and invasion pinning, in that only in white
pine stands could hemlock reach a critical population
threshold and eventually become dominant in the
stand (Keitt et al. 2004). Understanding this dynamic
forest pattern required the integration of palaeo-data
to understand long-term, stand scale dynamics,
combined with contemporary ecological knowledge
123
766
of the germination, recruitment, and demographics of
both resident and invading species (Rejmánek 1999).
Implications of palaeo-invasions for
conservation and ecosystem management
Understanding the time since introduction and the
history and causes of invasive spread is essential in
distinguishing ecosystem adaptation from deleterious
biological invasions (Willis and Birks 2006). In both
cases, there may be species turnover, and it is only by
adopting a long-term perspective that net gains and
losses can be assessed. If newly introduced species
tend to be perceived as a threat to biodiversity, does
the length of time since introduction change this
perspective? Understanding how long a species has
been present can help to inform management of
introduced species, in that recent introductions are
often perceived as the greatest immediate threat to
biodiversity (Willis and Birks 2006; Willis et al.
2007). Palaeo-data clarifies whether species invasions
are driven by anthropogenic disturbance or are
actually part of migratory responses to ongoing, or
pulsed climatic change—an essential adaptation for
species survival in today’s rapidly changing climate
(Hannah et al. 2002; Araújo et al. 2004). The palaeorecord may also help to identify those species which
do not keep pace with climatic change, thereby
helping to identify those which may require ‘‘assisted
migration’’ in order to reach areas of suitable climate
space (McLachlan et al. 2007).
Isolated islands are particularly vulnerable to
invasions, but control of invasive species is often
complicated because of uncertainty over the exotic or
native status of some species. Some of these
‘‘doubtful natives’’ can be effectively categorised
using the fossil pollen record, to show whether they
were present before anthropogenic settlement. In an
example from the Azores, van Leeuwen et al. (2005)
used fossil pollen records to determine the status of
Selaganiella krassiana, previously classified as
native, introduced (invasive), and uncertain in the
literature. The pollen record confirmed that S. krassiana was present in the Azores from at least 6,000
years ago, confirming that the plant had not been
introduced by Portuguese or Flemish settlers in the
fifteenth century. The authors thus confirmed the
species as native to the Azores, and inferred that other
123
Landscape Ecol (2008) 23:757–769
populations on the Canary Islands were also native,
linking between the Azores and the distant mainland
populations in Africa (van Leeuwen et al. 2005).
In terms of the management of individual sites, a
historical perspective can show whether species that
are increasing in abundance pose a potential threat to
the existing ecosystem or merely represent a recovery
from previous disturbances. Knowledge of the
demography and biology of invasions can help
managers to time interventions effectively and to
manage landscapes to facilitate or suppress invasions,
depending on conservation goals.
Many wetlands along the mid-Atlantic coasts and
Mississipi Delta (USA), for example, have been
invaded by an aggressive, European strain of giant
reed grass (Phragmites australis), which causes
dramatic changes in community composition and
biodiversity loss (Lynch and Saltonstall 2002). Management of invasive P. australis colonies is
complicated, however, because a native, non-invasive
variety is also present in the region. An ingenious
combination of pollen, macrofossils, radiocarbon
dating and genetic analysis was used to resolve the
management dilemma in a Lake Superior wetland
known as Barks Bay Slough. Lynch and Saltonstall
(2002) found that large grass pollen percentages and
Phragmites stems occurred only in the top 12 cm of
the peat core, suggesting that the reedbeds were
established in the past few decades. However, genetic
analyses revealed that the Phragmites beds at Bark
Bay Slough, Lake Superior, belonged to the native
chloroplast DNA haplotype, and microsatellite analysis showed no evidence of gene flow between the
native and introduced populations. The authors
therefore concluded that the colonization by Phragmites in Barks Bay Slough represented the recent
expansion of the native North American lineage. The
management dilemma was not completely resolved,
however, because although native, the expansion may
have been facilitated by human disturbance (Lynch
and Saltonstall 2002; Willis and Birks 2006).
On broader spatial scales, a long-term knowledge
of the rate and pattern of species invasions in
response to climatic and environmental changes can
help in planning reserve networks that accommodate
both present and future climate space, and the effects
of landscape connectivity on the rate of migration
(Jackson and Booth 2002; Lyford et al. 2003; Araújo
et al. 2004). Comparing differences in species range
Landscape Ecol (2008) 23:757–769
in native and introduced habitat over time can help in
understanding the effects of enemy release, and
therefore more accurately parameterizing the fundamental niche, with implications for improving the
accuracy of Bioclimatic Envelope Models (Hierro
et al. 2005).
Discussion and conclusions
Using selected examples from the palaeo-literature,
this review explores synergies between palaeo-data,
evolutionary ecology, landscape ecology and invasion ecology. The examples presented here
demonstrate the potential of using the palaeo-literature to look for patterns and processes predicted by
contemporary theory on invasion ecology.
The palaeo-record reveals the continuous behaviour of invasion as opposed to a short time
perspective that represents invasion as categorical
variable (Mitchell et al. 2006). The process of
invasion can be investigated using palaeoecological
methods, both spatially in terms of landscape connectivity and invasive spread, as well temporally, in
terms of the interplay between environmental variability and shifting ecological interactions (With
2002). A long-term perspective reveals past variability, information which helps to distinguish apparent
invasions from cyclical changes, phase shifts and
recovery from past disturbance.
A long-term perspective on invasions raises several interesting issues in terms of conservation
philosophy and approach. If most species naturally
experienced rare, long-distance dispersal events in
the past (Petit et al. 2004), then are today’s long
distance dispersals also acceptable? Can the boundary
between exotic and native be clearly made, if longdistance dispersal has happened throughout history,
and all species distributions are a result of past
invasions? If invasions are associated with increased
eco-evolution in both invaders and host communities
(Kinnison and Hairston 2007), and if today’s species
richness has been enhanced by invasions (Pascal and
Lorvelec 2005), then what criteria should be used to
decide which invasions are good and which bad?
How does this relate to current concerns over biotic
homogenization (Olden et al. 2004; Rooney et al.
2007)? Can potentially harmful invasions be distinguished from those that reflect recovery from past
767
disturbance or migrational responses to climate
change? Can species that have persisted and naturalized in a new environment over centuries or millennia
ever achieve ‘‘native’’ status? Finally, given emerging debates over whether invasions are an effect
rather than a cause of species loss (Gurevitch and
Padilla 2004; Didham et al. 2005), can conservation
strategies be developed that differentiate and respond
appropriately to these two possibilities?
Acknowledgements The authors thank two anonymous
referees for their comments on the manuscript.
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