Professional Documents
Culture Documents
Ecohydrol. (2014)
Published online in Wiley Online Library
(wileyonlinelibrary.com) DOI: 10.1002/eco.1523
ABSTRACT
In a seasonally dry plant community of central Florida, USA, that experiences water limitation in the dry season and high water
availability in the wet season, we first tested whether evergreen woody species shift from shallow water in the wet season to deep
water in the dry season. Second, we tested whether deciduous woody species restrict water uptake to the shallow soil during the
wet season and cease water uptake during the dry season. To address these questions, we measured water source use of two
deciduous and three evergreen species over 13 months using stable isotopes. As hypothesized in previous studies, we showed
that leaflessness in deciduous plants is an important source of stem water isotopic fractionation. Therefore, we compared stable
isotope ratios of stem water only when deciduous species had leaves and found that all species, except the evergreen Lyonia
ferruginea, used proportionally the same water sources. Early dry season water use was based on water availability for all species
except L. ferruginea, and deep soil (50–150 cm) was the most important water source. During the late dry and wet seasons, water
uptake from each soil layer was based on its respective proportion of fine roots. Nevertheless, deep water remained an important
water source throughout the year. This study clearly demonstrates the limitations of using stable isotopes of stem water when
comparing deciduous versus evergreen species. Further, this study is the first to directly quantify depth of water uptake via
isotope analysis and couple these findings with root distribution. Copyright © 2014 John Wiley & Sons, Ltd.
KEY WORDS stable isotopes; dry seasonal plant community; Florida sandhill; deciduous; evergreen; water source use;
rooting depth
Received 1 November 2013; Revised 21 April 2014; Accepted 9 June 2014
did not analyse root abundance together with water uptake Defoliation experiment
measurements. Here, we intensively sampled plant and soil
The defoliation experiment was conducted in a pineland
conditions as well as root growth and test for differences in
plant community in Coral Gables, Florida, USA. Five
water uptake between evergreen versus deciduous shrubs and
evergreen Quercus virginiana Mill. trees were selected
small trees in a Florida seasonal plant community. This
during the dry season (2010). This species was not found in
community, known as Florida sandhill (Menges, 1999), is
study sites where we measured water source use nor was it
characterized by high rainfall in the summer (wet season) and
one of the study species. However, we assumed that stem
low rainfall and subsequent soil drying in the winter (dry
water would behave similarly in a defoliated branch of this
season) that decreases the soil moisture at all depths, but evergreen woody species as it would behave in a leafless
creates a soil moisture profile characterized by an increase in branch of the deciduous study species. One large branch
moisture with depth (Weekley et al., 2007). Water availability having several secondary branches on each tree (treatment
changes most drastically in the shallow soil, while water branch) was completely defoliated by plucking the leaves
availability remains comparatively high in the deep soil manually. After the initial defoliation, leaves were allowed
layers. During the dry season, the well-drained sand, to regrow on the defoliated branches. The degree of leaf
underlying the sandhill plant community in the Florida scrub, regrowth on defoliated branches was recorded each time
exacerbates soil drying and water limitation. Fluctuation in stem samples were collected. A non-defoliated branch on
soil water availability requires perennial plants to adapt to low the same tree served as a control. Before defoliation, stem
water availability and optimally still be able to take advantage water samples were collected from both treatment and the
of high water availability during the wet season. control branches. Afterwards, stems were collected from
We first tested the hypothesis that evergreen woody both defoliated and non-defoliated branches of each tree 27,
species in this Florida scrub community use the strategy 34, 57, 68, and 92 days after defoliation. At collection, stems
mentioned above, i.e. they are drought delayers and take up were de-corticated, placed in 12-mm tubes, sealed with
shallow soil water during the wet season and deep soil water parafilm, and stored at 18 °C (Saha et al., 2008).
during the dry season when shallow soil water is no longer
available. Second, we tested whether deciduous species Field study of water source use
were drought avoiders, i.e. they take up shallow soil water
Description of site and species studied. Three sites were
during the wet season, but once the shallow soil dries during
selected in a sandhill plant community at Archbold
the dry season, they lose their leaves and remain dormant
Biological Station in south-central Florida, USA (Figure 1).
until shallow water becomes available again. Because it has
The southern ridge sandhill community is located on the
been suggested previously that leaflessness may change the
southern part of the Lake Wales Ridge, which represents
isotopic signature of stem water (Phillips and Ehleringer,
the ancient beaches from the late Pliocene (Watts and
1995) and might confound any interpretation of water
Hansen, 1994). The soils are well-drained, acid,
source use by isotopic analyses, we first conducted a
quartzipsamments sands (Kalisz and Stone, 1984), have
defoliation experiment in evergreen trees and monitored the
very low nutrient and organic matter content (Huck, 1987),
isotopic signature of stem water. With an understanding of
and experience periodic drought (Menges and Gallo, 1991;
the constraints in our ability to determine source water by
Saha et al., 2008). The woody species that dominate the
isotopic analyses from deciduous trees during their dormant
southern ridge sandhill plant community are the evergreen
phase, we compared the changes in isotope ratio of stem
oaks—Quercus myrtifolia Willd. (myrtle oak), Q. inopina
water of three evergreen and two deciduous woody species
Ashe (sandhill oak), Q. geminata Small (sand live oak), Q.
with leaf phenology. Using an isotopic mass balance
chapmanii Sarg. (Chapman oak), other evergreen species
approach, we were then able to capture inter- and intra-
such as Serenoa repens (Bartram) Small (saw palmetto),
seasonal differences in water source use.
Lyonia ferruginea (Walter) Nutt. (rusty staggerbush), Pinus
elliottii Engelm. var. densa Little & Dorman (Florida slash
pine), and P. clausa (Chapm. ex Engelm.) Vasey ex Sarg.
METHODS AND MATERIAL
(sand pine), and deciduous species such as Carya floridana
Two studies were conducted. The first established Sarg. (scrub hickory), Q. laevis Walter (turkey oak), and
constraints in interpreting source water in deciduous trees Asimina obovata (Willd.) Nash (bigflower pawpaw)
by isotope analyses. It was a defoliation experiment that (Menges, 1999). The climate of the site is characterized
determined if leaflessness can change the isotopic compo- by hot, wet summers and mild, dry winters that extend
sition of hydrogen and oxygen in stem water. This first from December through May. Mean annual rainfall at
study allowed us to better interpret data from our second Archbold (1932–2009) was 1346 mm, with approximately
study. The second study was a field study on water source 61% falling between June and September (Data provided
use by deciduous and evergreen species. by Archbold Biological Station; Figure 2).
Sampling methods
Phenology observations. Deciduous species were moni-
tored for leaf senescence in the early dry season and for
bud break and leafing out in the late dry season at each of
the three sites to determine when deciduous species were
with leaves.
1
Figure 2. Precipitation (mm month ) at Archbold research station from 1 Stem and soil water extraction for isotope analyses. We
January 2008 to 31 December 2009 (Data provided by Archbold collected stems and soils in the months of May, June,
Biological Station).
August, September, November, and December of 2008 and
January, March, and May of 2009. At each of the three
Three sites were selected in this community: Sandhill sites, stems were collected from five individual plants of
Long Unburned site 1 (SHLU1; N27° 11.156′; W81° each of five species, and the individual plants of each
20.084′), Sandhill Long Unburned site 2 (SHLU2; N27° species were at least 10 m from each other. Also, only one
09.083′; W81° 21.448′), and Sandhill Recently Burned stem was collected from a clump of the same species,
(SHRB; N27° 11.280′; W81° 20.181′). The water table especially the clonal species Q. myrtifolia and Q. geminata
near Sandhill Recently Burned and Sandhill Long (Menges, 1999). Likely, the entire clump is the same
Unburned 1 sites had a median depth of 24.3 ± 0.1 m (U. individual. The stems were de-corticated and stored in 12-
S. Geological Survey). These three sites were selected to mm outer diameter tubes. The tubes were stoppered and
cover the range of stand age and fire history that is found sealed with parafilm (Saha et al., 2008). The tubes were
on the southern ridge sandhill. Sandhill Recently Burned kept in a dry, cool ice chest until they could be stored at
was burned last in 2002 (6 years before this study) and was 18 °C. All stems were sampled from branches that had
burned five times in the 20 years prior to this study, which fully suberized bark and were far from leaves to eliminate
is considered historically typical of the southern ridge the effect of evaporative enrichment in the sapwood water
sandhill (Menges, 1999). Sandhill Long Unburned 1 and 2 (Dawson and Ehleringer, 1993).
were last burned in 1996 and 1927, respectively. As A hand auger with a 12-cm diameter bucket was used to
expected because of a long fireless period (Abrahamson, collect three 150-cm-deep soil cores at each site on each
collection date. Soil samples were collected from each core specific location at SHRB, three soil cores were collected
at the following depth increments: 0–10, 10–20, 20–30, within 50 cm of each other: one each in the dry season
30–50, 100–120, and 130–150 cm. From each soil depth, (January 2010), in the late dry season after deciduous
approximately 50 g of soil was collected and stored in species had grown new leaves (March 2010), and during
screw-cap, glass culture tubes, and sealed with parafilm. the wet season (August 2010). Each core was 7 cm in
The soil samples were stored in a cool, dry ice chest until diameter and 150 cm long and was divided into three
they could be stored at 18 °C. Water was extracted from sections: 0–20, 20–50, and 50–150 cm. The soil samples
stem samples by cryogenic vacuum distillation as were stored at 4 °C until roots were removed from the soil.
described by Vendramini and Sternberg (2007). Water All roots were scanned using a high resolution flat-bed
was extracted from the soil samples using a specially scanner (1200-dpi resolution, 19-μm pixel size, 48-bit
designed distillation line where six samples could be color, TIFF format; Epson Scanner Perfection V500 Photo,
distilled simultaneously. USA). We categorized root branches into terminal order
classes based on the morphometric approach developed by
Soil water content and availability. To calculate potential Fitter (1982). All root branches with a meristematic end
water uptake based on the distribution of available water, were considered first terminal order roots. Second, terminal
soil volumetric water content (VWC) was measured from order roots were those that had a junction with a first
soil samples collected at the same time and same depths terminal order root. This method was used to define third
that stem and soil samples were collected for determination and fourth order roots as well.
of plant water source use. Root distribution was calculated as the proportion of the
As soil matric potential better reflects moisture avail- total number of roots of the first four terminal orders found
ability to plants than VWC, we calculated soil matric in the top 150 cm that are found in each soil layer: 0–20,
potential at each depth at each site, using a model 20–50, and 50–150 cm. Root count from all 14 cores were
developed by Saxton and Rawls (2006) that incorporates summed together and were not calculated separately. The
soil moisture, percent organic matter, salinity, and soil total number of roots was calculated as the total number
texture. Their model uses empirically derived equations root branches from the first four terminal orders in each soil
predicting soil matric potential from the currently layer divided by the total number of root branches found in
available USDA soil database using the variables of soil the top 150 cm.
texture, salinity, and organic matter. Percent organic
content was calculated as the difference between soil Isotope analysis
weight after drying for 24 h at 90 °C and soil weight after Soil and stem water were analysed in a Multiflow system
ashing at 600 °C for 4 h. The following soil conditions connected to an Isoprime mass spectrometer (Elementar,
were used to calculate soil matric potential: 96% sand, no Hanau, Germany). The following modification of Prosser
salinity, and organic matter content depended on the soil and Scimgeour (1995) was used to analyse the hydrogen
depth and site. Soil texture was uniform with depth at all isotope ratio of water. Each water sample (0.5 ml) and a
sites (Carter, 1989). cuvette containing ~1 mg of platinum black powder (Sigma-
Water availability was calculated as the difference Aldrich, St. Louis, Missouri, USA) were placed in 5.9-ml
between mean VWC of the soil when samples were vials (Exetainer vials; Labco, High Wycombe, UK) and
collected and minimum VWC from which plants can sealed with screw caps that had a pierceable rubber septum
typically extract water. Minimum VWC was calculated (Exetainer cap; Labco). A 10% H2/He gas mixture was
from the VWC when the soil matric potential was 1.5 MP injected into the vials and equilibrated with water vapor for
using the above soil matric potential model. A matric 24 h. The isotopic analysis of the equilibrated hydrogen gas
potential of 1.5 MPa was chosen as a threshold to occurred as described by Vendramini and Sternberg (2007).
determine when soil water was largely unavailable After hydrogen isotope analysis, a 5% CO2/He gas mixture
because, with the exception of extremely dry years, the was flushed through the vials and was equilibrated with
midday water potential of woody plants in the southern water for a period of 48 h. The equilibrated CO2 gas was
ridge sandhill seldom drops below 1.5 MPa (Saha et al., analysed to derive the oxygen isotope ratios of the water as
2008). Mean VWC was averaged from soil collections in Vendramini and Sternberg (2007). All isotope ratios were
made in three time intervals representing early dry expressed in terms of per mil (‰):
(November and December 2008 and January 2009), late
dry (May 2008 and March and May 2009), and wet season Rsample
δ H or δ O ¼
2 18
1 1000
(June, August, and September 2008). Rstandard
Root distribution. Soil cores, specific for root distribution, where Rsample and Rstandard are the 2H/1H or 18O/16O ratios
were taken from 14 locations at the site SHRB. At each of the sample and the standard, respectively. The standard
used was Vienna Standard Mean Ocean Water, and the able to examine these interactions explicitly here. Consid-
precision of analysis for hydrogen and oxygen isotope ratios ering the soil depth classes (0–20, 20–50, and 50–150 cm),
was ±3‰ and ±0.1‰, respectively. the distribution of water availability and root abundance
with soil depth had contrasting profiles. We designated the
Data analysis potential water source use based on water availability
In the defoliation experiment, the difference between simply as the proportion of plant-available water in each
control and defoliated branches was reported as isotopic soil depth. While the potential water source use based on
separation (Δ), which is the defoliated stem water δ value root distribution was the proportional distribution of live
minus the control stem water δ value. roots along the soil profile.
In the water source use study, IsoSource (EPA v. 1.3.1)
was used to calculate the most likely proportion of water Statistical analysis
used by plants at each soil depth (Phillips and Gregg, All statistical tests were conducted in R (R Core Team,
2003). IsoSource is more effective than standard mixing 2013). In the defoliation experiment, paired t-tests of δ2H
models at calculating water source use because it calculates and δ18O values of stem water were performed between the
the mixture of water sources that are possible to produce control (non-defoliated) branches and defoliated branches
the isotopic signature of stem water instead of assuming from the same tree for each collection time.
that the plant is only taking water from one soil layer. For the field water source use studies, Shapiro–Wilk test
Isotopic composition of oxygen was used to calculate the of normality and Levene’s test of homogeneity of variance
possible distribution of water uptake along the soil profile were performed to test whether the data was normal and
because oxygen provided a more accurate and reliable homogenous. When the data were not normal and
tracer of water source use than hydrogen. Plants do not homogeneous, the data were rank transformed. Two sets
fractionate oxygen isotopes, whereas some halophytic and of two-way analyses of variance (ANOVAs) compared
xerophytic plants have been found to fractionate hydrogen proportional water uptake in each soil depth to determine
isotopes (Lin and Sternberg, 1993; Ellsworth and Williams, how proportional water uptake differed with species, sites,
2007). The proportional water uptake at each depth was and seasons. The first set of two-way ANOVAs was
calculated from the isotopic ratios of soil water and stem performed on each soil depth separately and compared
season and species to test if the proportional water use of
water for each individual plant collected in this study,
each species changed between the seasons (early dry, late
except when deciduous plants were leafless. The total
dry, and wet seasons). In this set of ANOVAs, the three
number of individual plants that were sampled over the
sites were combined to look at seasonal differences across
study was 675. Soil water sources and their characteristic
the southern ridge sandhill region. In the second set of two-
oxygen isotope ratio were categorized into three depth
way ANOVAs was performed in each season on each soil
classes (0–20, 20–50, and 50–150 cm) based on their
depth and compared site and species to test whether the five
similar isotopic signature. Proportional use of the three species differed in water uptake within each site and if each
depth classes was calculated using IsoSource for each of the five species differed in water uptake between
individual plant sampled in the study by comparing oxygen different seasons at the same site.
isotope ratios of plant water to those of soil water at each Chi-squared tests were performed to compare observed
depth class. The mean proportional water uptake from each proportional water uptake with expected proportional water
of the three soil depths produced by IsoSource was used in uptake based on the distribution of available water in the
the statistical analyses. For analyzing seasonal water source soil profile or based on fine root distribution with depth.
use, water source use data was divided into three periods Yate’s correction for continuity was used for all Χ2 tests
(early and late dry season and wet season). The early dry (Zar, 1999). Separate Χ2 tests were performed for each
season was from November to February, the late dry season species during the early dry, late dry, and wet seasons.
was from March to May, and the wet season was from June
to October.
We considered two potential drivers of plant water RESULTS
uptake along the soil profile: (1) that imposed by water
availability along the soil profile and (2) that imposed by Defoliation experiment
root distribution along the soil profile. These two drivers Artificial defoliation of branches resulted in the isotopic
likely interact with each other as the presence of roots in a enrichment of stem water. The isotopic separations (Δ18O
particular soil layer may lower water availability at that and Δ2H ± standard error), 27 days after defoliation, were
depth, especially in the shallow soil where roots are more 3.6 ± 0.3 and 21 ± 4‰, respectively (P < 0.001; Figure 3).
abundant. Also, the presence of moisture in a particular soil Twenty-seven days after defoliating Q. virginiana
depth may induce root proliferation. However, we were not branches, buds were swelling and some small new leaves
18 2
Figure 4. Mean δ O of stem water (a, b, c) and mean δ H of stem water (d, e, f) from May 2008 through May 2009. The three sites are (a, d) Sandhill
Recently Burned, (b, e) Sandhill Long Unburned 1, and (c, f) Sandhill Long Unburned 2. Error bars represent the standard error of the mean. Dotted lines
represent deciduous species, and solid lines represent evergreen species. Solid bar above the x-axis represents the duration of the dry season. The shaded
region of each graph represents the period of time when deciduous woody plants were leafless. Note: Leafless period is less than the entire dry season.
significant, and only L. ferruginea of the five species soil depth. In the early dry season, 0 to 20 cm had
differed in seasonal water uptake pattern from the other proportionally the least amount of water available in the top
species. All species except L. ferruginea took up 9 and 150 cm (only ~8% of the total water available at the top
72% of their water from 0 to 20 and 50 to 150 cm, 150 cm; Figure 5). This was followed by a gradual
respectively, but L. ferruginea used more shallow soil proportional increase during the late dry season (~10%) and
water and less deep water, taking up 20 and 53% of its reaching the highest amount during the wet season (~13%).
water from 0 to 20 and 50 to 150 cm, respectively The bulk of water availability, however, regardless of season
(Table III). In the late dry and wet seasons, the proportion occurred between 50 and 100 cm (61–78%). The mid soil
of deep soil water uptake decreased and only provided 30– depth proportional water content (20–50 cm) was intermedi-
32% of all water uptake, while the shallow soil water ate between the shallow and deep soil layers (15–28%). In
uptake increased to 34–40% of water uptake. This shift to contrast to proportional water availability at each depth, the
the top 0–20 cm was most dramatic in L. ferruginea during bulk of the roots were found at the top 20 cm of the soil profile
the late dry season when 50% of water uptake was in the (Figure 5) with the lower depth intervals (20–50 cm and
top 20 cm. The deep soil over the entire year for all species 50–150 cm) having similar root abundance.
contributed a mean 39% for all species compared to 33% During the early dry season, observed water source use
taken up from the shallow soil. of all species except L. ferruginea was not significantly
The pool size of available water at each soil depth was different than the expected water source use based on the
inversely proportional to the distribution of fine roots with distribution of available water in the soil profile, but
Table I. Two-factor ANOVA table with main effects, site and availability proportional to the other soil depths (Table IV).
species, comparing the use of each water source: 0–20, 20–50, During the wet season, clearly plant water uptake along the
and 50–150 cm. These ANOVAs were conducted to determine if
the five species differed from each other within each season and soil profile was dictated by root distribution and not the
among sites. Separate two-factor ANOVAs were calculated at distribution of available soil moisture (Table IV; Figure 5).
each depth and in each season for a total of 9 ANOVAs. The
seasons were early dry (November–February), late dry (March–
May), and wet season (June–October). Evergreen species are Q. DISCUSSION
geminata, Q. myrtifolia, and Lyonia ferruginea, and the deciduous
species are Carya floridana and Quercus laevis. Level of Effect of leaflessness on stem water δ2H and δ18O
significance is represented by ‘ns’ or one, two, or three
asterisks, where ns, *, **, and *** represent P values of >0.05, The defoliation experiment revealed that evaporation as the
<0.05, <0.01, and <0.001, respectively. result of leaflessness enriched stem water isotopically.
Although stems were suberized and evaporation from the
Site Species Site × species
stem surface is minimal (Schönherr, 1982), evaporation
Early dry season over a period of 1 month was sufficient to isotopically
0–20 cm ** *** ns enrich stem water (Figure 3). The presence of newly
20–50 cm ** ** ns formed leaves did not increase transpiration sufficiently to
50–150 cm * *** ns flush the isotopically enriched water from the sapwood.
Late dry season Only when leaves were nearly at their maximum size,
0–20 cm *** ** **
20–50 cm *** ns ns
transpiration appears to have been sufficient to maintain
50–150 cm *** *** ns high sapflow such that the residence time of water in the
Wet season sapwood was insufficient to allow for evaporative
0–20 cm ns ns ns enrichment of the stem water pool. This was evidenced
20–50 cm ns ns ns by Δ2H and Δ18O being indistinguishable from zero when
50–150 cm * ns * leaves were nearly fully formed.
Consequently, this experiment explained why δ2H and
δ18O values of deciduous woody plants in our field studies
were much higher than those of evergreen shrubs during
Table II. Two-factor ANOVA table with main effects, season and the deciduous species leafless period (Figure 4). The early
species, comparing the use of each water source: 0–20, 20–50,
and 50–150 cm. These ANOVAs were calculated to determine if dry season difference in δ2H and δ18O between deciduous
the five species differed in water source use from each other and and evergreen species cannot represent water uptake from
across seasons. To be able to calculate differences in water uptake an enriched soil water source because leafless deciduous
for the southern ridge sandhill, all three sites were analysed stem water δ2H and δ18O values were often higher than the
together. The seasons were early dry (November–February), late
dry (March–May), and wet season (June–October). Evergreen highest soil water δ2H and δ18O values at the 0- to 20-cm
species are Q. geminata, Q. myrtifolia, and Lyonia ferruginea, depth. We, therefore, did not use the stem water δ2H and
and the deciduous species are Carya floridana and Quercus δ18O values of deciduous plants during their leafless period
laevis. Level of significance is represented by ‘ns’ or one, two, or in the determination of water source use along the soil
three asterisks, where ns, *, **, and *** represent P values of
>0.05, <0.05, <0.01, and <0.001, respectively. profile. Future protocols of studies of this nature must
avoid comparing water source use between deciduous and
Main effects Interactions evergreen plants during the deciduous leafless state,
Depth because the stem water will be isotopically enriched by
Season Species Season × species
evaporation and will not reflect the isotopic composition of
0–20 cm *** *** ns the water source.
20–50 cm ns *** ns
50–150 cm *** *** * Leaf phenology and water source use
Water uptake from the soil profile in any of the three time
periods was not significantly different between deciduous
differed from the expected water source use based on early and evergreen species when we excluded the leafless
dry season root distribution (Figure 5). During the late dry period of deciduous species, except L. ferruginea (Table II).
season, water source use shifted towards a pattern of water However, L. ferruginea like the other four species accessed
source use similar to that based on root distribution and deeper soil water during the early dry season than the other
was significantly different than the expected water source two periods of the year and shallower soil water during the
use based on the distribution of available water (Figure 5). late dry and wet seasons (Table III). Donovan et al. (2000)
During the late dry season, deep water was at its lowest found that the deciduous Q. laevis had greater access to soil
Table III. Mean water uptake ± standard deviation of each species at three different soil depths (0–20, 20–50, and 50–150 cm) at three
sites and during three seasons. Each soil depth in each season represents a two-way ANOVA for a total of 9 two-way ANOVAs. Means
of water uptake within each ANOVA followed by the same letter are not significantly different. The species codes are Lyonia
ferruginea (LF), Quercus geminata (QG), Q. myrtifolia (QM), Q. laevis (QL), and Carya floridana (CF). The seasons were early dry
(November–February), late dry (March–May), and wet season (June–October). At soil depths 0–20 and 20–50 cm in wet season, neither
species and season main effects nor interaction were significant. No post hoc test of pairwise comparisons was conducted on these
ANOVAs. The species main effect was not significant at 20–50 cm in the late dry season and at 50–150 cm in the wet season. In these
ANOVAs, Tukey post hoc test was only conducted on the site main effect, so only the mean water uptake for all species were evaluated
for significance. The standard deviation given here is the cumulative standard deviation of the IsoSource calculations and the standard
deviation among the replicates.
water than evergreen Quercus species because of less delayed the effects of the drought by accessing deep water
negative pre-dawn water potentials. In this study, depth of when shallow water was depleted. Deciduous species lost
water uptake did not differ between deciduous and their leaves in the early dry season, but leafed out in the
evergreen species, so differences in adaptation to drought late dry season when the drought conditions can be most
conditions between deciduous and evergreen oaks were not severe due to low water moisture and high vapor pressure
because they were accessing different water sources. deficit (Weekley et al., 2007; Saha et al., 2008). Contrary
According to Markesteijn and Poorter (2009) and to our second hypothesis, deciduous species only avoided
consistent with our first hypothesis, the evergreen species the first half of the dry season and used a ‘drought delayer’
should be considered ‘drought delayers’ because they strategy for the last half of the dry season. In other words,
Table IV. Chi-squared (Χ2) tests comparing water source use of each species to expected water source use based on the proportion of
available water in the soil profile that is found in each soil layer or based on distribution of roots with depth. Χ2 tests were performed
separately on each species in each season. The seasons were early dry (November–February), late dry (March–May), and wet season
(June–October). Level of significance is represented by ‘ns’ or one, two, or three asterisks, where ns, *, **, and *** represent P values
of >0.05, <0.05, <0.01, and <0.001, respectively.
Season Species
Evergreen Deciduous
Lyonia ferruginea Quercus geminata Quercus myrtifolia Quercus laevis Carya floridana
Expected water use based on proportional distribution of available water in the soil profile
Early dry *** ns ns ns ns
Late dry *** *** *** *** ***
Wet *** *** *** *** ***
Expected water use based on proportional root distribution with depth
Early dry ** *** *** *** ***
Late dry ns ns ns ns ns
Wet ns ns ns ns ns
when deciduous woody species had leaves, they accessed evergreen and deciduous species flushed new leaves and
principally deep water similar to that of evergreen plants. increased production of fine roots (Ellsworth, 2012).
Deciduousness may improve water status, so that they can Possibly, fine root production and new leaves were in
flush new leaves in late dry season as has been found in the preparation for increased water and nutrient availability in
New World dry tropical forests (Reich and Borchert, 1982; the shallow soil that comes with the wet season rains
Reich and Borchert, 1984; Borchert et al., 2002; Borchert (Bucci et al., 2009).
et al., 2005). L. ferruginea utilized the most shallow water and
conversely least deep water of all the species at SHLU 1
Differences in water uptake based on site characteristics only. SHLU 1 had the longest time since fire of the three
Considering that climatic conditions and water inputs were sites. As stated above, litter accumulates and the organic
the same for all sites, time since fire was the dominant matter content of the shallow soil increases as fire
driver for inter-site differences. Time since fire affects plant frequency and time since fire increases. This increased
community composition, increases plant height, decreases reliance on the shallow soil for water uptake may be
understory plant density, and increases water retention in because L. ferruginea is an ericoid mycorrhizal species.
the shallow soil because of the litter accumulation (Gholz Ericoid mycorrhiza have saprophytic qualities such as
and Fisher, 1982; Menges et al., 1993; Abrahamson and producing enzymes that break down organic compounds,
Abrahamson, 1996). All of which can change soil water which allows for increased nutrient uptake from organic
availability or plant water demands and can potentially matter (Cairney and Burke, 1998; Cairney and Ashford,
change water source use. At SHRB, the soil was the most 2002; Read et al., 2004). Also, ericoid plants form ‘hair
exposed of the three sites and had very little litter layer. Not roots’ being less than 50 μm in the first terminal order and
surprisingly, shallow soil water availability and shallow several times smaller than the ectomycorrhizal roots of the
water uptake were the lowest at SHRB in the early dry other study species (Wells and Eissenstat, 2001; Guo et al.,
season. Similarly, SHLU 2 had the most developed litter 2008; Valenzuela-Estrada et al., 2008). Possibly, having hair
layer and retained a greater proportion of available water in roots and the reliance on the litter layer for nutrients
the top 50 cm. Consequently, plant uptake was higher in increased water uptake from the shallow soil as well, leading
the top 50 cm than at the other two sites. a greater use of the shallow soil for water uptake throughout
In the late dry season, water uptake behavior and water the year than the other ectomycorrhizal study species.
availability no longer were closely coupled as in the early
dry season, with exception of shallow soil use at SHLU 2. Shifts in water source use
Like in the early dry season, SHLU 2 continued to have Dry season water source use along the soil profile followed
more water available in the shallow soil proportionally and the distribution of available water in the soil profile and not
uptake from the shallow soil was the highest of the three the root distribution (Figure 5). High evaporation and low
sites. However, use of the mid and deep soil layers did not rainfall quickly dry the shallow soil, leaving the deep soil
reflect a shift in water availability. Instead plants at all sites as the source of most available soil water (Weekley et al.,
shifted to shallower soils for water uptake. At this time, 2007). In contrast, the deep soil (50–150 cm) had only 33%
consecutive dry seasons (Jackson et al., 1995; Schulze Table AI. (Continued )
et al., 1996; Jackson et al., 1999a; Stratton et al., 2000; Parameters ss df ms F P
Querejeta et al., 2007; Hasselquist et al., 2010). These
studies provide information on water source use at one Late dry season
point in time, but it is difficult to infer how depth of water 0–20 cm Site 15.55 2 7.773 8.602 <0.001
uptake changes with the natural seasonal variability of Species 14.84 4 3.711 4.106 <0.01
Site × species 19.93 8 2.492 2.757 <0.01
water availability and leaf phenology.
Residuals 170.8 189 0.904
Analyzing the δ2H and δ18O values of leafless or newly Total
leafed deciduous species can lead to errors in water source 20–50 cm Site 43.63 2 21.677 18.059 <0.001
use calculations because of evaporative enrichment of stem Species 4.63 4 1.157 0.964 0.43
water. Our intensive measurements of deciduous (when Site × species 4.39 8 0.549 0.458 0.89
fully leafed out) and evergreen species indicate that at this Residuals 226.87 189 1.2
Total
site evergreen species are drought delayers, while decid- 50–150 cm Site 31.43 2 15.715 22.21 <0.001
uous species shift from early dry season drought avoidance Species 14.46 4 3.616 5.11 <0.001
to late dry season drought delayers. In the early dry season, Site × species 9.45 8 1.181 1.67 0.11
edaphic and climatic factors controlling shallow soil water Residuals 133.73 189 0.708
availability were the principal drivers determining water Total
source use, resulting in the deep soil being an important Wet season
0–20 cm Site 0.55 2 0.2739 0.27 0.76
water source throughout the year. During the late dry Species 5.46 4 1.3643 1.344 0.26
season and the wet season, the principal driver in Site × species 12.7 8 1.5869 1.563 0.14
determining water source use shifted from the distribution Residuals 186.84 184 1.0154
of available water to the distribution of fine roots. In other Total
words, the abundance and evenness of water available 20–50 cm Site 0.97 2 0.4866 0.439 0.65
throughout the soil profile lead to water uptake from all Species 9.94 4 2.4842 2.239 0.07
Site × species 7.91 8 0.9885 0.891 0.53
depths being proportional to root abundance. Residuals 204.13 184 1.1094
Total
50–150 cm Site 7.32 2 3.66 4.178 <0.05
APPENDIX Species 6.75 4 1.686 1.925 0.11
Site × species 16.31 8 2.039 2.327 <0.05
Table AI. Two-factor ANOVA table with main effects, site and Residuals 161.2 184 0.876
species, comparing the use of each water source: 0–20, 20–50, Total
and 50–150 cm. These ANOVAs were conducted to determine if
the five species differed from each other within each season and
among sites. Separate two-factor ANOVAs were calculated at
each depth and in each season for a total of 9 ANOVAs. The
seasons were early dry (November–February), late dry (March– Table AII. Two-factor ANOVA table with main effects, season
May), and wet season (June–October). Evergreen species are Q. and species, comparing the use of each water source: 0–20,
geminata, Q. myrtifolia, and Lyonia ferruginea, and the deciduous 20–50, and 50–150 cm. These ANOVAs were calculated to
species are Carya floridana and Quercus laevis. P values in bold determine if the five species differed in water source use from each
are significant. other and across seasons. To be able to calculate differences in water
uptake for the southern ridge sandhill, all three sites were analysed
Parameters ss df ms F P together. The seasons were early dry (November–February), late dry
(March–May), and wet season (June–October). Evergreen species
Early dry season are Q. geminata, Q. myrtifolia, and Lyonia ferruginea, and the
0–20 cm Site 9.88 2 4.938 6.739 <0.01 deciduous species are Carya floridana and Quercus laevis. P values
Species 18.22 4 4.556 6.218 <0.001 in bold are significant.
Site × species 11.34 8 1.418 1.935 0.06
Residuals 109.91 150 0.733 Parameters ss df ms F P
Total
20–50 cm Site 14.15 2 7.075 6.392 <0.01 0–20 cm Species 21.6 4 5.41 6.627 <0.001
Species 18.12 4 4.53 4.092 <0.01 Season 118.5 2 59.25 72.556 <0.001
Site × species 16.63 8 2.079 1.878 0.07 Species × season 3.9 8 0.48 0.590 0.79
Residuals 166.04 150 1.107 Residuals 451.6 553 0.82
Total Total 595.6 599
50–150 cm Site 6.3 2 3.15 3.832 <0.05 20–50 cm Species 1.1 4 0.27 0.252 0.91
Species 20.68 4 5.17 6.29 <0.001 Season 64.1 2 32.04 29.42 <0.001
Site × species 12.01 8 1.501 1.826 0.08 Species × season 27.4 8 3.43 3.146 <0.01
Residuals 123.29 150 0.822 Residuals 602.2 553 1.09
Total Total 694.8 599
(Continues) (Continues)
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