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Volume 65 Summer, 2002 Number 3 
CONTENTS 


Landscape and Seasonal Influences on Roadkill of Wildlife in Southwest 
TLE seine tb boas" Shee: Reb CREE Uni es iene Rl al se ia Rn a a Oa 
Martin B. Main and Ginger M. Allen 

Use of Plant Climatic Envelopes to Design a Monitoring System for 
Pea tete Eitects Of Climatic Warming ..............5.....0.6.ccneseseonoees 
David W. Crumpacker, Elgene O. Box, and E. Dennis Hardin 

— Characterization of a Gopher Tortoise Mortality Event in West-Central 
iE Te ree re hel. ode endlea de gh Steen vasbeue'se 
Cyndi A. Gates, Michael J. Allen, Joan E. Diemer Berish, 

Donald M. Stillwaugh, Jr., and Steven R. Shattler 

Distribution of Aedes albopictus (Diptera: Culicidae) in Indian River 
EMER SM ry 2 Ns PU ek Unies od vy ok vip sna veseos downed 


Purter OMAP ALION Of CONFAGING CLONIA » 2.0.2.0. 60c0cccceciechenssevescessesceees 
Cheryl L. Peterson and Russell C. Weigel 

Seasonal Distribution of Manatees, Trichechus manatus latirostris, in 
Duval County and Adjacent Waters, Northeast Florida ................ 


A. Quinton White, Gerard F. Pinto, and Amy P. Robison 
ET Se en eee Richard P. Wunderlin 
ETE oa Ss RS ef Dean F. Martin 
SOWOMITHS 
f Ld 


ISSN: 0098-4590 


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FLORIDA SCIENTIST 


QUARTERLY JOURNAL OF THE FLORIDA ACADEMY OF SCIENCES 
Copyright © by the Florida Academy of Sciences, Inc. 2002 
Editor: Dr. Dean F. Martin Co-Editor: Mrs. Barbara B. Martin 
Institute for Environmental Studies, Department of Chemistry, University of South Florida, 
4202 East Fowler Avenue, Tampa, Florida 33620-5250 
Phone: (813) 974-2374; e-mail: dmartin@chumal.cas.usf.edu 
Business Manager: Dr. Richard L. Turner 
Department of Biological Sciences, Florida Institute of Technology, 
150 West University Boulevard, Melbourne, Florida 32901-6975 
Phone: (321) 674-8196, e-mail: rturner@fit.edu 
http//:www.floridaacademyofsciences.org 


The Florida Scientist is published quarterly by the Florida Academy of Sciences, 
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dividuals or institutions interested in supporting science in its broadest sense. Ap- 
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Original articles containing new knowledge, or new interpretations of knowl- 
edge, are welcomed in any field of science as represented by the sections of the 
Academy, viz., Biological Sciences, Conservation, Earth and Planetary Sciences, 
Medical Sciences, Physical Sciences, Science Teaching, and Social Sciences. Also, 
contributions will be considered which present new applications of scientific knowl- 
edge to practical problems within fields of interest to the Academy. Articles must 
not duplicate in any substantial way material that is published elsewhere. Contri- 
butions are accepted only from members of the Academy and so papers submitted 
by non-members will be accepted only after the authors join the Academy. Instruc- 
tions for preparations of manuscripts are inside the back cover. 


Officers for 2001—2002 
FLORIDA ACADEMY OF SCIENCES 
Founded 1936 


President: Barry Wharton Treasurer: Mrs. Georgina Wharton 
HDR Engineering, Inc. 11709 North Dr. 
2202 N. Westshore Boulevard Tampa, FL 33617 
Suite 250 Executive Director: Dr. Gay Biery-Hamilton 
Tampa, FL 33607-5711 Rollins College 
1000 Holt Ave., 2761 
Past-President: Dr. Maribeth Durst Winter Park, FL 32789-4499 
St. Leo University Natalie Smith, Secretary 
St. Leo, FL 33574 e-mail: GBiery-Hamilton@osc.org 


Program Chair: Dr. Donald Lovejoy 
Department of Oceanography 

Palm Beach Atlantic College 

P.O. Box 24708 

West Palm Beach, FL 33416 


Secretary: Ronald Federspiel 
University of South Florida SCA400 
4202 E. Fowler Ave. 

Tampa, FL 33620 


Published by The Florida Academy of Sciences, Inc. 
Printing by Allen Press, Inc., Lawrence, Kansas 


Florida Scientist 


QUARTERLY JOURNAL OF THE FLORIDA ACADEMY OF SCIENCES 


DEAN E Martin, Editor BARBARA B. MARTIN, Co-Editor 
Volume 65 Summer, 2002 Number 3 


Biological Sciences 


LANDSCAPE AND SEASONAL INFLUENCES ON 
ROADKILL OF WILDLIFE IN SOUTHWEST FLORIDA 


MARTIN B. MAIN AND GINGER M. ALLEN 


University of Florida, Institute of Food and Agricultural Services, Southwest Florida 
Research and Education Center, 2686 S.R. 29 North, Immokalee, FL 34142 


ABSTRACT: Vehicle-related mortality (roadkill) of vertebrate wildlife was recorded during 
a 24-mo. survey along 48-km (30-mi.) of paved highway that traveled through urbanized, 
agricultural, and native landscapes in southwest Florida. We recorded 1,035 vertebrate road- 
kills, with mammals accounting for the greatest percentage (54%) of total roadkill and raccoons 
(Procyon lotor) and other medium-sized mammals being the most frequently recorded species. 
Roadkill of herptiles (15%), which primarily were snakes, and unidentified species (20%) were 
recorded at similar rates and birds (11%) had the fewest roadkills. Roadkill did not vary due 
to differences in traffic speed and volume, but did vary by land use with lowest roadkill recorded 
in urbanized areas and all rural land use categories having similar levels of roadkill. Roadkill 
varied by season for herptiles and unidentified species and corresponded to Florida’s annual 
cycle of wet and dry seasons and the availability of standing water in roadside ditches and 
pasture wetlands. Landscape features associated with human-made structures at two locations 
along the route had significantly greater roadkill than expected. These included an area aa- 
jacent to a wildlife exclusion fence, where roadkill of herptiles and unidentified species was 
elevated, but the reasons for higher roadkill at this location were not clear. The greatest number 
of total roadkills, primarily mammals, was recorded in association with a canal crossing and 
included 12% of all mammal roadkills recorded during this study. 


Key Words: Bridges, roadkill, southwest Florida, waterways, wildlife fence 


UNDERSTANDING the ecological effects of roads is becoming increasingly 
important as roads continue to spread throughout our human-dominated 
landscape (Forman, 2000; Hourdequin, 2000). Among other things, roads 
negatively influence wildlife populations through roadkill and by imposing 
limitations on animal movements (Forman and Alexander, 1998). The effects 
of roads on wildlife and other ecological parameters are influenced by traffic 


149 


150 FLORIDA SCIENTIST [VOL. 65 


TABLE |. Location, land use, traffic volumes, and speed limits of roadkill survey route 
summarized by 5-km segments. 


Traffic volume Speed limit 
Survey segment Land use (x auto/day) (am/pm) 
O-5 km Mixed urban 30,000 (US41) 80/80 kph 
US41—CR850 8,000 (CR850) (50/50 mph) 
6—10 km Mixed urban, forested 2,900 80/72 kph 
CR850 (50/45 mph) 
11-15 km Forested 1,200 80/72 kph 
CR850 (50/45 mph) 
16-20 km Forest/pasture 1,200 80/72 kph 
CR850 (50/45 mph) 
21-25 km Forest/pasture 1,200 80/72 kph 
CR850 (50/45 mph) 
26-30 km Forest/pasture, mixed rural 1,200 80/72 kph 
CR850 (50/45. mph) 
31-35 km Mixed rural 1,200 80/80 kph 
CR850 (50/50 mph) 
36-40 km Mixed rural 1,200 (CR850) 88/88 kph 
CR850—SR82 6,000 (SR82) (55/55. mph) 
41-45 km Citrus/agriculture 6,000 96/96 kph 
SR8&2 (60/60 mph) 
46-48 km Citrus/agriculture SIGs) 88/88 kph 
SR29 (55/55. mph) 


volumes and speed, but also by landscape features such as habitats, land- 
use, and human-made structures (Clevenger and Waltho, 2000; Forman and 
Deblinger, 1998). Our objectives were to provide information on roadkill 
associated with landscape features and season along a 48-km survey route 
through various land uses in southwest Florida. 


METHODS—We recorded vertebrate roadkills during weekday morning hours (O700—0830) 
along a 48-km (30-mi.) survey route from April 1996 to May 1998 in Lee (29 km) and Collier 
(19 km) counties in southwest Florida. Care was taken not to duplicate counts of the same 
animals during successive days. The rapid removal of roadkills by scavengers, particularly 
turkey vultures (Cathartes aura) and black vultures (Coragyps atratus), assisted in preventing 
duplicate counts. Mammals were recorded by species when possible, but all other vertebrates 
were pooled by major taxonomic group. Travel speed during surveys averaged approximately 
80 kmh (50 mph), and only animals easily visible from the road were included in counts. 
Consequently, data represent the minimum number of vertebrates killed by vehicles. 

The survey route was subdivided into 0.8-km (0.5-mi.) segments for data collection and 
analysis. We collected data for traffic volumes, speed limits, and defined 5 categories of land 
use to describe the survey route that, with exception of the initial 8 km, followed rural highways 
through a largely roadless region of agricultural and undeveloped lands (Table 1). Two human- 
made structural features of note occurred along the route. These included approximately 1 km 
of wildlife exclusion fence with underpass constructed to provide safe passage for wildlife 
through a forested wildlife corridor managed by the state, and a canal crossing over a canal 
that flows through mixed agricultural lands in proximity to the Corkscrew Regional Ecosystem 
Watershed conservation area (Fig. 1). 

We used a general linear model (GLM) with log-transformed data to test effects of year 


No. 3 2002] MAIN AND ALLEN—ROADKILL IN SW FLORIDA 151 


—e— Mammals 
—— Total 


Roadkill count 


1 
3 
6 
8 
0 
3 

15 


Setanta s & BS S&S =& 
oO 


Survey location (km) 


Fic. 1. Total roadkill (April 1996—May 1998) by 0.8 km (0.5 mi.) survey intervals. 


of survey, land use, and a combined variable of speed limit and average traffic volume on total 
roadkill (data on traffic volume provided by the Florida Department of Transportation; Coggins, 
2000). We created a combined variable of speed limit and average traffic volume (computational 
option of Statgraphics Plus version 2.1, Manugistics, Inc.) because speed limit varied little 
throughout the route and because traffic speed and volume operate synergistically on roadkill. 
We transformed the data based on inspection of residual plots of preliminary analyses (Sokal 
and Rohlf, 1981). Based on this analysis we tested effects of land use on roadkill using a one- 
way analysis of variance (ANOVA) with replication. 

We tested for effects of season and taxonomic group (mammals, birds, herptiles, and 
unidentified wildlife) on roadkill with two-way ANOVA with replication. Interaction effects 
were interpreted by inspection of interaction plots between season and roadkill. We tested effects 
of season on roadkill separately within each taxonomic group using one-way ANOVA with 
replication. We tested for effects of location on roadkill for all 0.8 km segments along the 
survey route using one-way ANOVA with replication. Data were square root transformed for 
the two-way and one-way ANOVAs based on inspection of residual plots. All ANOVA tests 
used Fisher’s least significant differences (LSD) method to make planned comparisons among 
means, Bartlett’s test to check for compliance to assumptions of homogeneity of variance, and 
examination of skewness and kurtosis values to check for compliance to assumptions of nor- 
mality. All GLM and ANOVA and associated tests were conducted with Statgraphics Plus 
version 2.1 (Manugistics, Inc.). 

We combined data from both years of the survey and plotted roadkill along each km of 
the survey route for total roadkill and for mammals (Fig. 1). Based upon ANOVA results and 
visual examination of the graph, we identified two locations where roadkill appeared unusually 
high. These locations included km-16, which was located at the end of the wildlife exclusion 
fence, and km-37, which was located at the canal crossing on State Road 82 (Fig. 1). We used 
t-tests to compare roadkill at each of these locations against mean roadkill within each taxo- 
nomic group (Sokal and Rohlf, 1981:231). We excluded counts recorded from km-16 and km- 
37 when calculating sample means used in t-test comparisons. 


RESULTS—We recorded 1,035 roadkills during 231 survey days in 1996— 
1997 (529 roadkills, 120 survey days) and 1997-1998 (506 roadkills, 111 
survey days). Survey days per month averaged 10.0 (S.D. = 3.22) and 9.3 
(S.D. = 2.49) during 1996-1997 and 1997-1998, respectively. Seasonal sur- 
vey effort during 1996-1997 and 1997-1998 included 27 and 29 days during 


SZ FLORIDA SCIENTIST [VOL. 65 


TABLE 2. Multiple comparisons of means from analysis of variance (ANOVA) tests of 
land use, taxonomic group, and season on roadkill. Asterisks that do not align indicate signif- 
icant differences among means within each respective test. 


Homo- 
genous 
Test Variable Mean _  S.E. N _ groups 
Total roadkill by land use Urban et ee Pe = 
(one-way ANOVA) Forested* 7.8 oye a 
Forest/pasture 9.7 1:0 3380 es 
Citrus/agriculture 8.7 10 28 “ 
Mixed rural O19 ~ O19. 3Z ss 
Total roadkill by taxonomic group Birds 14.5 3.0 8 “3 
(two-way ANOVA) Herptiles es) 30) 8 ere 
Unidentified spp. 24.0 3.0 8 is 
Mammals 70.0 3.0 8 = 
Total roadkill by season Dec—Feb 25.9 3.0 8 = 
(two-way ANOVA) Mar—May 30.0 3.0 8 ne 
June—Aug 40.1 3.0 8 z 
Sept—Nov 33.4 3.0 8 ee 
Roadkill of herptiles by season Dec—Feb S65) 5 2 sm 
(one-way ANOVA) Mar—May 22.0 5.0 D Hors 
June—Aug 37-0 FAO, 2, a 
Sept—Nov 153, 95 2 eek 
Roadkill of unidentified species by season Dec—Feb Mes) We D, a 
Mar—May 19:5 1055 2 ges 
June—Aug 43.5 5.5 2 = 
Sept—Nov 27.0 --4:0 D) oe 


* Included some forested areas dominated by Melaleuca quinquenervia, an invasive exotic tree. 


December—February, 30 and 26 days during March—May, 30 and 31 days 
during June—August, and 33 and 25 days during September—November, re- 
spectively. 

Roadkill did not vary between years (F = 0.09, d.f. = 1, 117, P = 0.77) 
or due to differences in traffic speed and volume (F = 0.01, d.f. = I, 117, 
P = 0.97), but did vary by land use (F = 3.38, d.f. = 4, 117, P = 0.01). 
Multiple comparisons among means revealed roadkill during the two-year 
period was significantly lower in the urbanized land use area along the initial 
portion of the survey route, but that roadkill in all other land use categories 
was similar (Table 2). 

Total roadkill differed significantly among taxonomic groups (F = 
49.54, df. = 3, 31, P < 0.01) and seasons (F = 6.71, df. = 3, 316 Pee 
0.01), with a significant interaction effect between these variables (F = 2.87, 
d.f. = 9, 31, P = 0.03). Examination of a plot of the interaction revealed 
the interaction was the result of similar but alternating levels of roadkill 
between herptiles and unidentified species during March—May and June— 
August. Multiple comparisons among means revealed mammals contributed 
the largest number of roadkills (54%), followed by unidentified roadkill 
(20%), herptiles (15%), and birds (11%) contributed the fewest roadkills 


No. 3 2002] MAIN AND ALLEN—ROADKILL IN SW FLORIDA 153 


(Table 2). We recorded 16 species of mammals, most of which were meso- 
mammals. Raccoons (Procyon lotor, 22%) and opossums (Didelphis virgi- 
niana, 14%) were the most frequently recorded species, with armadillos 
(Dasypus novemcinctus, 7%), cottontail rabbits (Sylvilagus floridanus, 4%), 
and otters (Lutra canadensis, 2%) less frequently observed. White-tailed 
deer (Odocoileus virginianus) exist at low densities in south Florida (Labis- 
ky et al., 1995; Smith et al., 1996) and were rarely (<1%) recorded during 
surveys. Snakes (11%) were the most frequently recorded herptiles. Most 
of the unidentified species were herptiles and small mammals. 

Multiple comparisons among means revealed that seasonal differences 
in roadkill followed a pattern that mirrored the annual wet and dry seasons 
in Florida. Total roadkill was lowest during December—February, increased 
during March—May, was greatest during June—August, and declined during 
September—November as the rainy season came to an end (Table 2). Within 
taxonomic groups, roadkill did not differ significantly among seasons for 
either birds (F = 1.55, d.f. = 3, 7, P = 0.33) or mammals (F = 1.27, c.f. 
= 3, 7, P = 0.40). Both herptiles (F = 5.20, d.f. = 3, 7, P = 0.07) and 
_ unidentified species (F = 3.94, d.f. = 3, 7, P = 0.11) had P-values that 
suggested a seasonal effect. Multiple comparisons of means for herptiles and 
unidentified species revealed seasonal roadkill for both groups fluctuated 
according to seasonal rainfall patterns as did total roadkill, with the greatest 
number of roadkills recorded during June—August and the least number re- 
corded during December—February (Table 2). 

Total roadkill varied by location along the survey route (F = 2.66, d.f. 
= 59, 119, P < 0.01). Two locations, km-16 and km-37, had visible peaks 
in roadkill (Fig. 1). T-test comparisons of roadkill at location km-16 against 
survey means within each taxonomic group revealed significantly higher 
counts for total roadkill and roadkill of herptiles and unidentified species at 
this location (Table 3). Comparisons from location km-37 revealed signifi- 
cantly higher roadkill for total roadkill, mammals, and unidentified species 
(Table 3). 


DiIscUssIOoN—The number of roadkills (1,035) recorded during this study 
must be considered a conservative estimate of the number of roadkills that 
actually occurred. Turkey vultures and black vultures, and to a lesser extent 
common and fish crows (Corvus brachyrynchos, C. ossifragus) and crested 
caracara (Polyborus plancus) rapidly scavenged roadkills, often dragging 
larger carcasses away from the road and carrying off smaller animals. Birds 
(11%) were the least and mammals (54%) were the most frequently recorded 
roadkills (Table 2), with medium-sized mammals (e.g., raccoons, opossums) 
accounting for 48% of total roadkill. Foster (1992) reported similar results 
along Interstate I-75 (Alligator Alley) in south Florida. That medium-sized 
mammals constituted the greatest percentage of recorded roadkills was pre- 
sumably due both to the mixed rural landscape and roadside ditches that 
create habitat conditions conducive to generalist species such as raccoons 


[VOL. 65 


FLORIDA SCIENTIST 


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No. 3 2002] MAIN AND ALLEN—ROADKILL IN SW FLORIDA 155 


and opossums, as well as body size. Medium-sized mammals, such as rac- 
coons, often are killed instantly by vehicles and possess sufficient body mass 
to remain relatively intact. Smaller animals may be rapidly removed by 
scavengers and larger animals, such as deer, may travel some distance from 
the road after being struck. Herptiles constituted 15% of total roadkill, of 
which 11% were snakes. High snake mortality also was recorded in other 
studies in south Florida (Foster, 1992; Bernardino and Dalrymple, 1992) and 
in Arizona (Rosen and Lowe, 1994). Unidentified species, which consisted 
primarily of herptiles and small mammals, contributed 20% of total roadkill. 

Roadkill in this study was influenced by availability of wildlife habitat, 
season, and at least one human-made structure. Total roadkill was signifi- 
cantly lower along the urbanized portion of the survey route, but was similar 
among all other land use categories, which constituted a mix of different 
rural land uses (Table 1). That land use was lowest along the urban portion 
of the survey was presumably due to the scarcity of wildlife habitat and a 
corresponding scarcity of wildlife in that area. Although both speed and 
volume of traffic likely influence the ability of wildlife to safely cross roads, 
-we found no significant effect of these variables on roadkill in this study. 
The lack of effect from traffic speed and volume was likely due to the fact 
that these variables did not differ greatly along the majority of the survey 
route, except in the most highly urbanized area (Table 1). 

Seasonal patterns in roadkill followed the annual pattern of rainfall in 
southwest Florida (Table 2). Total roadkill was greatest during the rainy 
summer months of June—August, exhibited a declining trend during Septem- 
ber—November as water in roadside ditches and flooded pastures subsided, 
was lowest during the dry winter months of December—February, and ex- 
hibited an increasing trend during March—May at the onset of the summer 
rainy season (Fig. 2). Not surprisingly, significant seasonal patterns within 
taxonomic groups were observed in herptiles and unidentified species, which 
were largely represented by herptiles, particularly amphibians (Table 2). Al- 
though not measured directly, the abundance of herptiles, particularly breed- 
ing amphibians and turtles, was observed to be greatly influenced by avail- 
ability of water in roadside ditches. 

Total roadkill at two locations along the survey route was significantly 
greater than the survey mean (Table 3). These included km-16, which was 
located at the end of an approximately 1-km wildlife exclusion fence and 
underpass, and km-37, which was a canal crossing on SR82, a busy rural 
highway (Fig. 3). Wildlife exclusion fencing has been widely implemented 
in conjunction with wildlife underpasses in Florida (Land and Lotz, 1996), 
often for the purpose of protecting endangered species including the Florida 
panther (Puma concolor coryi; Maehr et al., 1991). Wildlife underpasses 
have been demonstrated to promote safe crossing of roads by wildlife (Clev- 
enger and Waltho, 2000; Foster and Humphrey, 1995) and limit roadkill, an 
important source of wildlife mortality among many species (Cristoffer, 1991; 
Trombulak and Frissell, 2000). Location km-16 was at the end of the wildlife 


156 FLORIDA SCIENTIST [VOL. 65 


Total 
—4— Mammals 
— — Herptiles 
—— Birds 
« » » «Unidentified 


# of Roadkill / survey days 


Summer Fall Winter Spring 
June-Aug Sept-Nov Dec-Feb Mar-May 


Season 


Fic. 2. Seasonal mean total roadkill/day with standard errors and mean roadkill/day by 
taxonomic group recorded along survey route during April 1996—May 1998. 


exclusion fence, which terminated within the forested wildlife corridor. Our 
first suspicion, therefore, was that mammal crossings may have been con- 
centrated at the end of the fence, but mammal roadkill did not differ sig- 
nificantly at this location (Table 3). Instead, the increased roadkill recorded 
at km-16 was due to increased roadkill of herptiles and unidentified species 
(Table 3). The reasons for elevated roadkill of herptiles (31% of total roadkill 
at km-16) and unidentified species (25% of total roadkill at km-16) was not 
clear. Snakes were the most commonly recorded roadkill at km-16 (23%) 
and although it is possible that the wildlife exclusion fence influenced where 
snakes crossed the road, this seems unlikely because snakes and most other 
herptiles could pass through the fence at any point. 

Roadkill at the canal crossing (km-37) was more easily explained as a 
feature that concentrated wildlife crossings (Fig. 1). The canal crossing at 
this location was approximately 15 m wide and the canal travels through 
agricultural and undeveloped lands, including the 25,000 ha Corkscrew Re- 
gional Ecosystem Watershed conservation area. The canal serves as an im- 
portant waterway and, apparently, as a landscape feature along which wild- 
life travel because roadkill was significantly higher at km-37 for mammals, 
unidentified species, and total counts (Table 3). Of particular note were the 
mammals, which included 8 species and constituted 73% of the total roadkill 
at this location and 12% of total mammal roadkill. Although raccoons (41%) 
and opossums (19%) were the most commonly recorded mammal roadkills 


No. 3 2002] MAIN AND ALLEN—ROADKILL IN SW FLORIDA a7. 


at km-37, less frequently encountered species such as otter, bobcat (Lynx 
rufus), Skunk (Mephitis mephitis), and the Big Cypress fox squirrel (Sciurus 
niger) also were recorded at this location. The lack of significance among 
roadkill of herptiles at km-37 was likely due to the fact that the canal cross- 
ing was elevated above the canal. The low P-value for birds (P = 0.08) at 
km-37 was interesting, but equivocal. A mature stand of slash pine (Pinus 
elliottii) exists along the road at km-37, but whether the pines or the canal 
influenced roadkill of birds at km-37 could not be determined. Our results, 
however, did indicate that the canal crossing at km-37 was an important 
landscape feature that concentrated wildlife crossings and increased road- 
kills, particularly among mammals. 

Evaluating the effects of waterway crossings, other human-made struc- 
tures, and natural landscape features that concentrate wildlife crossings will 
become increasingly important for reducing roadkill as new and busier road- 
ways continue to be constructed and wildlife movements become increas- 
ingly concentrated due to declining habitat connectivity (Forman, 2000; 
Noss and Cooperrider, 1994). Waterways and other landscape features have 
-been reported to concentrate the movement and crossing of roads by wildlife, 
thereby creating localized areas with high rates of roadkill, and identifying 
landscape features that concentrate wildlife crossings is the first step in iden- 
tifying strategies to limit roadkill (Forman and Deblinger, 1998). Roadkill 
recorded during this study was significantly greater at a canal crossing on a 
busy rural highway, which suggests additional study of wildlife mortality at 
waterway crossings in Florida is warranted as is investigation of potential 
measures to reduce roadkill at these locations. 


ACKNOWLEDGMENTS—We thank A. Connors for her assistance in organizing the data for 
this paper and the Florida Department of Transportation for providing information on traffic 
volumes. This paper is a contribution of the Florida Agricultural Experiment Station (Journal 
Series No. R-07523). 


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CLEVENGER, A. P. AND N. WALTHO. 2000. Factors influencing the effectiveness of wildlife un- 
derpasses in Banff National Park, Alberta, Canada. Conserv. Biol. 14:47—56. 

Cocains, G. 2000. Florida Department of Transportation. Personal communication. 

CRISTOFFER, C. 1991. Road mortalities of northern Florida vertebrates. Florida Scient. 54:65— 
68. 

FORMAN, R. T. T. 2000. Estimate of the area affected ecologically by the road system in the 
United States. Conserv. Biol. 14:31—35. 

AND L. E. ALEXANDER. 1998. Roads and their major ecological effects. Ann. Rev. Ecol. 

System. 29:207-231. 

AND R. D. DEBLINGER. 1998. The ecological road-effect zone for transportation planning 

and Massachusetts highway example. Proc. Intl. Conf. Wildl. Ecology Transp. Pp. 78— 

83. 


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Foster, M. L. 1992. Effectiveness of wildlife crossings in reducing animal/auto collisions on 
Interstate 75, Big Cypress Swamp, Florida. Masters Thesis, Univ. of Florida, Gainesville, 
FL. 

AND S. R. HUMPHREY. 1995. Use of highway underpasses by Florida panthers and other 
wildlife. Wildl. Soc. Bull. 23:95—100. 

HOURDEQUIN, M. 2000. Introduction special section:ecological effects of roads. Conserv. Biol. 
14:16-17. 

LABISKY, R. F, M. C. BOuLAy, K. E. MILLER, R. A. SARGENT, JR., AND J. M. ZULTOWSKY. 1995. 
Population ecology of white-tailed deer in Big Cypress National Preserve and Everglades 
National Park. Final Rep. Univ. of Florida, Gainesville, FL. 39 pp. 

Lanb, D. AND M. Lotz. 1996. Wildlife crossing design and use by Florida panthers and other 
wildlife in southwest Florida. Jn: EvINK, G. L., P.) GARRET, D. ZEIGLER, AND J. BERRY, 
(eds). Trends In Addressing Transportation Related Wildlife Mortality. Proceedings of 
The Transportation Related Wildlife Mortality Seminar. Report FL-ER-58-96. Florida 
Department of Transportation, Tallahassee, FL. 

Maenr, D. S., LAND, E. D., AND M. E. ROELKE. 1991. Mortality patterns of panthers in southwest 
Florida. Proc. Ann. Conf. Southeast Fish and Wildlife Agencies 45:201—207. 

Noss, R. E AND A. Y. COOPERRIDER. 1994. Saving nature’s legacy. Island Press, Washington, 
DG; 

ROSEN, P. C. AND C. H. Lowe. 1994. Highway mortality of snakes in the Sonoran desert of 
southern Arizona. Biol. Conserv. 68:143—148. 

SMITH, T. R., C. G. HUNTER, J. E EISENBERG, AND M. E. SUNQUIST. 1996. Ecology of white- 
tailed deer in eastern Everglades National Park—an overview. Bull. Fla. Muse. Nat. Hist. 
39:141-172. 

SOKAL, R. R. AND FE J. ROHLF. 1981. Biometry. 2nd ed. W.H. Freeman and Company, New 
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TROMBULAK, S. C. AND C. A. FRISSELL. 2000. The ecological effects of roads on terrestrial and 
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Florida Scient. 65(3): 149—158. 2002 
Accepted: December 28, 2001 


Conservation Sciences 


USE OF PLANT CLIMATIC ENVELOPES TO DESIGN A 
MONITORING SYSTEM FOR EARLY BIOTIC EFFECTS 
OF CLIMATIC WARMING 


Davip W. CRUMPACKER"), ELGENE O. Box), AND E. DENNIS HARDIN®? 


“Department of Environmental, Population and Organismic Biology, University of Colorado, 
Boulder, CO 80309 
Department of Geography, University of Georgia, Athens, Georgia 30602 
@ Florida Division of Forestry, 3125 Conner Boulevard, Tallahassee, FL 32399 


ABSTRACT: The climatic space within which a species survives and reproduces under 
natural conditions, i.e., its ‘“‘climatic envelope,’’ offers a relatively simple means for designing 
a system to monitor early biotic effects of climatic warming. The predicted loss of some part 
of a temperate plant species’ climatic envelope from a certain area under a warming scenario 
- identifies that area as a place where the species may be expected to lose fitness and eventually 
a part of its natural range. Monitoring fitness components of woody temperate species at sites 
within areas predicted to show large negative responses to 1°C annual warming provides an 
opportunity for early detection of negative impacts that may be greater with additional warming 
(e.g., 2°C). If a species is an ecologically important component of a major ecosystem, some 
potential loss of that ecosystem’s integrity will also be expected. A number of sites where 
warming-induced envelope losses are predicted for one or more temperate species can then be 
identified as desirable parts of a monitoring system. An example involving six native, temperate, 
ecologically important, woody plant species, three 1°C annual warming scenarios, and a diverse 
group of major natural ecosystems is presented for Florida. In addition, monitoring sites for 
detection of warming induced increases in fitness of seven ecologically important, woody sub- 
tropical species are proposed, based on the northern boundaries of their current natural ranges. 
Florida’s large and diverse system of conservation lands provides numerous protected areas 
in which selected species can be monitored over time for early indications of fitness change 
associated with a warming trend. Field inventories of these areas will be needed subsequently 
to select those most suitable for monitoring adequate stands and/or numbers of the proposed 
species. 


Key Words: Climatic envelope, climatic warming, monitoring, Florida, na- 
tive trees 


THE climatic envelope of a plant species refers to the climatic bounds 
within which the species can grow and reproduce under natural conditions. 
The Florida Plant Species—Climatic Envelope Model, hereafter referred to 
as the Florida Model, establishes empirically determined climatic boundaries 
for 124 of the most common and/or characteristic native woody plant species 
in Florida (Box et al., 1993, 1999). These boundaries involve a number of 
potentially important temperature and precipitation variables for which long- 
term means can be obtained with relative ease from climatic databases. The 


IS 


160 FLORIDA SCIENTIST [VOL. 65 


TABLE |. Climatic envelope for Magnolia grandiflora L. (southern magnolia) in the Flor- 
ida Plant Species—Climatic Envelope Model. 


TMAX TMIN DTY TMMIN TABMIN PRCP MI PMIN 


Maximum 28.5 ites) 28.0 20.0 17.5 % # ** 
Minimum 13.0 10.0 4.0 2.0 = 20:0 600.0 0.92 30.0 


The region of potential occurrence of a species is described by its climatic envelope which is 
defined by limiting maximum and minimum values for the following eight climatic variables: 


TMAX = mean temperature of the warmest month (°C) 

TMIN = mean temperature of the coldest month (°C) 

Diy = annual range of monthly mean temperature (°C) 

TMMIN = mean minimum temperature of the coldest month (°C) 

TABMIN = absolute minimum temperature (°C) 

PRCP = average annual precipitation (mm) 

MI = annual moisture index (PRCP + average annual potential evapo- 


transpiration or PET), based on the Holdridge estimate of PET, 
which is obtained as TMEAN (mean annual temperature) X 
58.93; (see Holdridge, 1959 and Box, 1986) 

PMIN = average precipitation of the driest month (mm) 


* Refers to unspecified and presumably unimportant (unattainable) limiting values. 


Florida Model assumes a species can grow and reproduce at a site under 
natural conditions as long as none of the climatic variables at the site exceeds 
either its upper or lower limit for that species in the model (Table 1). The 
geographic range associated with the limiting climatic values for a species 
then becomes a prediction of the species natural range based only on climate. 
Thus, the predicted loss of some part of the climatic envelope of a woody 
temperate species in Florida, as a result of climatic warming, establishes the 
location of that envelope loss as a potentially useful area in which to monitor 
for early, negative biotic effects of warming on that species. The location 
of predicted gain in a woody subtropical species envelope could be used 
similarly to monitor for early, positive biotic effects of warming on that 
species, provided that the species was successfully moving into its newly 
expanded envelope. (“‘Subtropical’’ refers to the Florida range type of a 
certain species and is essentially synonymous with the “‘tropical’’ species 
designation of Little, 1978). In the present report, we use the locations of 
predicted climatic-envelope loss for 6 temperate tree species in the Florida 
Model to illustrate the basis for a monitoring system to detect negative biotic 
effects of climatic warming. The envelope losses are associated with three 
different 1°C annual warming scenarios. Additionally, we use existing main 
northern, natural range boundaries of 7 subtropical tree species as suggested 
locations for monitoring positive biotic effects of warming. Trees are espe- 
cially useful organisms for monitoring climatic change because larger indi- 
viduals are often easy to identify, not easily removed from protected areas 
such as those recommended for monitoring sites, and relatively long-lived. 

The use of climatic-envelope models to locate terrestrial vegetation and 
plant taxa has been reviewed by Box and co-workers (1999). The method 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 161 


dates back at least to Holdridge (1947). Some more recent examples include 
the mapping of predicted changes in Holdridge life zones in Florida as a 
result of climatic change (Dohrenwend and Harris, 1975; Harris and Cropper, 
1992); prediction of world vegetation structure and its sensitivity to climatic 
change (Box, 1981); prediction of worldwide shifts in Holdridge life zones 
based on climatic-change predictions for a 2 X CO, (equivalent doubling of 
global atmospheric CO, concentration) scenario (Emanuel et al., 1985a, b); 
and prediction of climatic envelopes for 15,148 native North American vas- 
cular plant species under a 3°C warming scenario (Morse et al., 1993). The 
relatively simple, geo-correlational approach of plant climatic-envelope 
modeling permits the simultaneous analysis of many species whose range- 
limiting mechanisms are poorly known. This, in turn, permits predictions of 
regional changes in species richness and important components of ecosystem 
structure (Crumpacker et al., 2001a,b). Confidence in the utility of any model 
depends on an understanding of its structure and the extent to which it 
provides rational and testable explanations of phenomena to which it applies. 
We therefore begin by presenting a reasonably detailed description of as- 
sumptions on which the Florida Model is based and results of a number of 
tests, some previously unpublished, that support its usefulness. 


MopDEL ASSUMPTIONS, LIMITATIONS, AND SUPPORTING EVIDENCE—The 
Florida Model is deterministic because it contains one set of climatic limits 
for each species and different model runs using these limits do not vary due 
to stochastic effects. It is an equilibrium model because, for a certain cli- 
matic-warming scenario, it predicts the location of a species climatic enve- 
lope after the climatic change has occurred and the new geographic dimen- 
sions of the envelope have been established and adjusted to by the species. 
The climate at all sites in the Florida Model is assumed to respond similarly 
to each warming scenario because Florida is a relatively small region in a 
typical global GCM (General Circulation Model) simulation of climatic 
change. GCM simulations were used as an aid in determining climatic- 
change scenarios to use with the Florida Model (Box et al., 1999). 

Because equilibrium associated with a warming scenario is assumed in 
the Florida Model, predicted decreases in temperate species envelopes may 
be more useful to monitor than increases in subtropical species envelopes. 
This is because the former would involve only in-situ envelope contraction 
while the latter would also require successful movement of a subtropical 
species into its newly expanded envelope. Warming-associated fitness de- 
creases in temperate species and increases in subtropical species might, how- 
ever, be detectable in regions of predicted envelope loss or gain well in 
advance of their associated range losses or gains. 

Due to its strongly empirical nature, the Florida Model should be used 
with warming scenarios which involve temperature and moisture changes 
that do not extrapolate beyond the range of these variables in the climatic 
database used to build the model. All sites in the Model except a few in 


162 FLORIDA SCIENTIST [VOL. 65 


OANA Av, 
U7 Bes IY) 


Fic. 1. 


Important boundaries and transition zones for natural range types of 112 native 
woody plant species in the Florida Plant Species—Climatic-Envelope Model (reproduced from 
Crumpacker et al., 2001b); these species are (1) not restricted to coastal areas, and (2) do not 
include the 5 Warm Temperate—Subtropical species listed on p. 164 of the present report (also 
see Box et al., 1999; Crumpacker et al., 2001c). Species natural range types, with numbers of 
species in parenthesis, are as follows: Temperate Panhandle and/or Upper Peninsula (TP/UP)— 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 163 


south Florida (mostly the lower Keys) satisfy this requirement with respect 
to the scenarios used in this report. 

Thirty-six sites located throughout Florida, each associated with a weath- 
er station, were used to provide baseline climatic data for building and test- 
ing the Florida Model (Box et al., 1993, Fig. 1). The sites were mostly 
elliptical, with an average area equivalent to that of a circle of radius 28 km 
around the weather station. The totality of sites covered most of the state. 
The model was found to predict baseline presence or absence of a species 
at 21 sites used to develop the model with a median accuracy of 87% per 
site (range of 98%—71%), and at 15 sites not used in development of the 
model, but held out for testing, with a median accuracy of 85% (range of 
92% —60%). The median accuracy of prediction to within 100 km of a site 
was 96% (range of 100%—84%) for sites used to develop the model and 
97% (range of 100%—-87%) for those used in testing it. Conversely, the 
ability of the model to predict natural ranges of individual species in terms 
of correct presence or absence of 44 species of special ecological importance 
gave a median prediction accuracy of 88% per species (range of 100%— 
67%) and of 100% to within 100 km of a site (range of 100%—67%). Ad- 
ditional analyses of discrepancies between predicted species ranges and 
those mapped by Little (1978) indicated that many discrepancies were close 
to agreeing with Little, when using the criterion of “‘accurate to within 100 
km of a site” (Box et al., 1993). Maps used in subsequent reports were, 
therefore, divided into 100 km grid cells to provide a generally accurate 
scale of reference for cartographic presentation of predicted envelope chang- 
es. 

As with other types of models for relating plant or vegetative taxa to 
predicted climatic change, it is impossible to achieve unambiguous valida- 
tion of climatic-envelope models. This could only be done by first providing 
enough time for development of the full ecosystem response to climatic 
change, including slow-responding, nonlinear mechanisms that may domi- 


a 


extending from the north southward into parts or all of the Florida panhandle and/or upper 
peninsula (28); Warm Temperate (WT)—extending from the north southward into much or 
most of Florida but usually not significantly south of Lake Okeechobee (53); Subtropical (S)— 
extending from the Keys and Caribbean Islands northward into parts or all of the lower to 
central peninsula (31). 

(a) Southern range boundaries of TP/UP species (see Appendix to Crumpacker et al., 
2001b for list of species and Little, 1978 for range maps). 

(b) TP/UP—WT species transition zone shown in the northern horizontally barred area, 
with the broken line designating the area of maximum southern range boundary concentration 
of TP/UP species; transition zone portion above the broken line is similar to Southern Mixed 
Hardwood Forest Zone of Greller (1980), clayhill portion of high pine zone of Myers (1990), 
and Mixed Hardwood and Pine ecological community of the USDA Soil Conservation Service 
(1981). Major (m) and secondary (s) WT-S species transition zones (Crumpacker et al., 2001c) 
shown in the southern hatched areas. 


164 FLORIDA SCIENTIST [VOL. 65 


nate long-term behavior. Instead, Rastetter (1996) has suggested that confi- 
dence in models of ecosystem response to global change “‘has to be built 
through the accumulation of fairly weak corroborating evidence rather than 
through a few crucial and unambiguous tests.’”’ The real importance of such 
a model derives from its internal consistency, and its ability to be consistent 
with, and synthesize, all empirical sources of relevant evidence. In this way, 
a climatic-envelope model can become an important part of an overall eval- 
uation of the response of species and ecosystems to global change. 

The above-described assessment of the Florida Model’s ability to predict 
species locations based on climatic values at sites used to construct the 
model is a type of internal consistency test which checks the Model’s ability 
to reconstruct the species-climatic associations on which it is based. The 
assessment of ability to predict species presence or absence at sites not used 
in developing the Model, but which have climatic values within the range 
of the model’s climatic database, provides a more stringent test. Other types 
of evidence also provide support for the Model’s usefulness. While it pre- 
dicts that warming without drying will usually constrict temperate and en- 
large subtropical species envelopes, most exceptions have rational expla- 
nations. Temperate species which exhibit less envelope constriction in the 
Model under disproportionately greater winter warming than under season- 
ally equal warming are often evergreen or semi-evergreen, and thus adapted 
to some extent for winter growth. Temperate species which show some en- 
velope increase with warming that includes drying tend to be those which 
are adapted to the dry soils of central Florida. The Model predicts that five 
species referred to by Little (1978) as temperate will undergo some envelope 
increase with warming. Additional investigation indicated that most relatives 
of these species have tropical or subtropical range types. These species, 
which were subsequently reclassified as “‘warm temperate—subtropical,”’ 
include Cyrilla racemiflora L., Erythrina herbacea L., Cliftonia monophylla 
(Lam.) Britton, Sabal palmetto (Walt.) Lodd., and Serenoa repens (Bartr.) 
Small. 

Up to 2°C warming, with no change in the baseline moisture index, MI 
(ratio of average annual precipitation to average annual potential evapotrans- 
piration; see Table 1), the Florida Model predicts a northward rate of move- 
ment of 100 km per 1I°C increase for (1) the major Warm Temperate— 
Subtropical transition zone of native plant species in the southern half of | 
the Florida peninsula (Fig. 1), and (2) the mean northern boundary of 6 
important subtropical coastal species along the Atlantic Coast (Crumpacker 
et al., 2001c). The major Warm Temperate—Subtropical transition zone is 
based on 112 species whose natural ranges are not restricted to coastal lo- 
cations. This predicted northward movement agrees well with the approxi- 
mate rate of mean northward cooling in the United States of 1°C per 98 km 
that occurs from Texas to North Dakota (which, like the south-north gradient 
along much of the interior Florida peninsula, allows elevation and moisture 
to be held relatively constant). This shows that the Model can associate 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 165 


TABLE 2. Scenarios used with the Florida Plant Species—Climatic Envelope Model to de- 
velop the monitoring system (see Box et al, 1999 for more details, and other scenarios used 
with the Model). 


Scenario Comments 
ik Baseline mean annual temperature; obtained mostly from climatic data 


over the first 2/3 of the 20th century; used as a standard for all other 
scenario Comparisons; 

tt 1°C increase in mean annual temperature applied equally to each 
month, with a 5% increase in average annual precipitation to hold 
the baseline climatic moisture balance or “‘moisture index’’ (MI in 
Table 1) approximately constant; 


Ps bw Same as T + 1 but with disproportionately more winter and less sum- 
mer warming (1.e., winter-enhanced warming, as indicated by the w); 
Yr 1 €0) Same as T + | but with only 80% of average annual precipitation (i.e., 


with a lower MI). 


species locations with temperature, and then predict species movements un- 
_der warming that agree with a well established, relatively analogous, climatic 
gradient. 

The Florida Model predicts the general types of woody species and 
vegetation for two sites that are, respectively, outside the spatial and tem- 
poral database used to construct the Model. These situations are relatively 
similar to the “‘space-for-time”’ and “‘reconstruction of the past”’ tests that 
can be used to help evaluate models of ecosystem response to global climatic 
change (Rastetter, 1996). In the first situation, the Model predicts that a 1°C 
rise in temperature accompanied by only 80% of average annual precipita- 
tion, i.e. scenario ““T+1 (80)’’ (Table 2), will cause the Key West area to 
lose 92% of its model species whose ranges are not restricted to coastal 
areas; this compares with no loss under the T+1 scenario which maintains 
the baseline moisture balance between average annual precipitation and tem- 
perature by allowing precipitation to rise with temperature (Crumpacker et 
al., 2001a, Fig. 2). This loss occurs because T+1 (80) causes the MI (mois- 
ture index) value at Key West to fall below its lower limit for nearly all 
model species. The T+1 (80) scenario produces a droughtier climate at Key 
West than exists anywhere north of that point in Florida. However, the Dry 
Tortugas, a group of small Florida islands approximately 109 miles farther 
west, provides a “‘space-for-space’? (somewhat similar to a “‘space-for- 
time’’) substitution. These islands have an annual precipitation that is 13% 
less than Key West [from a calculation based on precipitation values pro- 
vided by Davis (1942) who also noted that the temperature difference be- 
tween the two sites is ““much less significant’’]. This indicates a drier and 
possibly warmer situation in the Dry Tortugas than currently exists at Key 
West and provides an approximation to the T+1 (80) scenario for Key West. 
Davis described the native vegetation of the Dry Tortugas as predominately 
herbaceous except for some stands of mangroves and a few subtropical 


166 FLORIDA SCIENTIST [VOL. 65 


1 Qu. eB) ten bese liane 


MI 1} 

Slat 2 

0.9 to 1.1 3 
0.8 to 0.9 


B T (Baseline) 


—— Ne 


® Lake Annie 


Fic. 2. Florida moisture index (MI) values for the T (baseline) and T+1 (80) scenarios 
(see Table | for definition of MI and Table 2 for explanation of scenarios). Maps are divided 
into 100 km X 100 km grid cells. Predicted association of range of MI values with major 
vegetation types is as follows: MI > 1.1, closed forest; from 0.9 to 1.1, open to closed forest, 
depending on substrate; from 0.8 to 0.9, open woodland or savanna forest; from 0.5 to 0.8, 
scrub or savanna (values are adapted from Box, 1987, are based solely on climate, and require 
adjustment for special topo-edaphic, topo-hydrologic, and pyric conditions). Lake Annie is the 


location of Watts’ 1975 analysis of pollen deposits from the the earlier part of the Holocene, 
described on p. 167 of the present report. 


shrubs [which species were not analyzed in the Florida Model for drier 
scenarios such as T+1 (80)]. Davis noted further that the drier conditions 
for plants in the Dry Tortugas, due both to low rainfall and coarse soils, 
probably prevents the development of hammock (forest) vegetation. His re- 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 167 


port is, therefore, consistent with the virtual absence of woody vegetation 
predicted by the Florida Model for Key West under the T+1 (80) scenario. 

A “reconstruction of the past’’ test is provided by comparing the veg- 
etation type and flora predicted by the Florida Model for the vicinity of Lake 
Placid in south-central Florida with an independent prediction for the same 
general location by Watts (1975), who analyzed pollen deposits from Lake 
Annie for the earlier part of the Holocene (from 13,010 BP to 4,715 BP). 
The T+1 (80) scenario is again of special interest because the global mean 
temperature may have been 1°C higher in the earlier part of the Holocene 
than it is today (Webb and Wigley, 1985, cited in Webb, 1992; also cf. 
Florida part of 9 ka, 6 ka, and O ka mean January and July temperature 
maps in Fig. 5.4 of Webb, 1992 for an indication of previously warmer 
conditions 6,000 years ago). In addition, the mean annual precipitation may 
have been about 15% less (cf. Florida part of 9 ka, 6 ka, and O ka mean 
January and July precipitation maps in Fig. 5.4 of Webb, 1992). Watts’ 
prediction for the earlier part of the Holocene of an “‘upland oak scrub and 
prairie’ in the area around Lake Annie fits well with the Florida Model’s 
prediction of “scrub or savanna”’ under the T+1 (80) scenario (Fig. 2). 
Watts’ 1975 report of pollen data for woody plants indicated a relatively 
high amount of oak compared to pine for the middle part of the period 
between 13,010 BP and 4,715 BP. For scenario T+1 (80), the Florida 
Model’s prediction of 5 Quercus: 1 Pinus species is consistent with Watts’ 
report of a preponderance of oak compared to pine pollen. The Florida 
Model predicts a current or “‘baseline’’ ratio of 3 Quercus: 1 Pinus in the 
vicinity of Lake Placid, which agrees well with the modern species ranges 
depicted in Little (1978). Thus, the Florida Model predicts a vegetative and 
floristic situation in the south-central Florida peninsula that is consistent with 
the current climatic situation and with a palynological analysis of what was 
probably a warmer and dryer climate 6,000 to 9,000 years ago. 


MetHops—tThe earliest detection of warming effects on temperate species might be ex- 
pected to occur near their southern range boundaries where the increased temperatures would 
generally be highest. Several Florida areas which contain concentrations of southern range 
boundaries of native temperate species are shown in Fig. 1. If, however, a temperate species 
contains temperature-sensitive ecotypes along a north-south gradient, warming induced fitness 
losses may occur simultaneously throughout its range. That is, an ecotype adapted to the cooler 
northern part of its species range might be just as sensitive to a 1°C increase that occurs 
throughout the species range as a “southern” ecotype. Although good evidence of such ecotypic 
variation is generally lacking for Florida plant species, the state has an approximate 11°C north- 
south, nighttime winter temperature gradient (Box et al., 1999, Fig. 2), and there is strong 
empirical evidence for an association between environmental and genetic heterogeneity in nat- 
ural plant populations (Linhart and Grant, 1996). Furthermore, photoperiodic ecotypes of many 
woody species along north-south gradients are known (Kozlowski et al., 1991). Relatively rapid 
change in temperature at a site that is not accompanied by change in a related photoperiodic 
cue could, therefore, cause higher temperatures to occur during processes such as flowering 
and dormancy. 

Natural range types, together with climatic envelopes predicted by the Florida Model for 


168 FLORIDA SCIENTIST [VOL. 65 


6 temperate species under the baseline scenario (T) and three 1°C climatic-warming scenarios, 
are shown (Fig. 3). These species are suggested as components of a monitoring system to detect 
biotic effects of warming for the following reasons: 

First, they involve different temperate species range types and have southern range bound- 
aries that, collectively, represent each of the various areas of maximum southern range boundary 
concentration of Florida Model species shown in Figure 1; 

Second, as discussed under Results, each species is predicted to undergo some of the 
largest climatic-envelope losses among the species in its range type, with respect to the type 
of 1°C warming with which it is paired (see Fig. 4 in Results). 

Third, each species is ecologically important, and some are physiognomically dominant, 
in at least some stages of one or more major vegetated ecosystems of Florida (Crumpacker et 
al., 2001b). 

With respect to the first reason above, the locations of predicted envelope loss of the six 
species suggest an array of monitoring sites, each of which occurs near the southern range 
boundary of one or more of the species, where the highest temperatures and the most pro- 
nounced effects of warming on those species might occur. With respect to the second reason, 
the relatively large areas of predicted envelope loss for these species, in regard to their respec- 
tive range types, offer additional sites for monitoring (discussed under Results). If temperature 
and/or photoperiod ecotypes do, in fact, commonly occur in Florida woody species, the large 
predicted range of north-south envelope loss for Magnolia grandiflora L. and Taxodium disti- 
chum (L.) Rich., under the respective scenarios with which they are paired (in Fig. 4 in Results), 
provides opportunities to detect negative impacts of warming at monitoring sites along an 
extensive north-south gradient. With respect to the third reason, detection of negative warming 
effects in any of the 6 species-scenario combinations (see Fig. 4 in Results) would be a warning 
that more extensive, negative impacts to one or more major ecosystem types might also be 
expected to occur. Examples of such important species-ecosystem associations are as follows: 
Pinus echinata Mill. (shortleaf pine) and Magnolia grandiflora L. (southern magnolia) in Mixed 
Hardwood and Pine; M. grandiflora in Upland Hardwood Hammocks, Wetland Hardwood Ham- 
mocks, and North Florida Coastal Strand; Salix nigra Marsh (black willow) and Quercus mi- 
chauxii Nutt. (Swamp chestnut oak) in Bottomland Hardwoods; Quercus laevis Walt. (turkey 
oak) in Longleaf Pine—Turkey Oak Hills; and Taxodium distichum (bald cypress, including T. 
distichum var. nutans) in Cypress Swamp, Swamp Hardwoods, and Scrub Cypress. Relationship 
of these ecosystems, which are based primarily on the USDA Soil Conservation Service’s 1981 
classification, to other Florida ecosystem classifications is discussed in Crumpacker et al. 
(2001b). 

Temperate species such as the gymnosperms Torreya taxifolia Arn. and Taxus floridana 
Nutt., that are endangered or threatened endemics in the upper Apalachicola River bluffs and 
ravines of the Florida Panhandle (Ward, 1979), might also be useful for monitoring biotic effects 
of climatic warming. Rare species such as these could be good monitoring candidates if they 
were among the first species to lose fitness in situ and move north with warming. Because our 
original intent was to consider common native species in the Florida Model, only a few rare 
species were included. Only one, Kalmia latifolia L. is temperate and it occurs commonly in 
other parts of the eastern U.S. The others are subtropical palms whose populations have been 
largely removed as a result of human development activities in south Florida. Rare temperate 
endemics may, however, be strongly limited by other factors less directly related to climate, 
such as disease (e.g., T. taxifolia; see Ward, 1979). Thus, they may be unable to undergo 
significant fitness increases and northward range extensions under relatively rapid warming. 
They also do not provide extensive spatial opportunities to detect ecotypic responses to warming 
or an increased potential for impending, major negative impacts to whole ecosystems. 

Some of the more common subtropical Model species, such as Bursera simaruba (L.) 
Sarg., Coccoloba diversifolia Jacq., Ficus aurea Nutt., and Eugenia axillaris (Sw.) Willd. in 
Florida Tropical Hammocks, are important species to monitor for warming-induced fitness in- 
creases in one or both of the warm-temperate—subtropical transition zones (Fig. 1). 

Use of 1°C scenarios (Table 2) provides an opportunity to detect biological responses to 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 169 


Natural Range Type 
and Natural Range 


Temperate Panhandle 


and/or Upper Peninsula T T+14 T+1w T+1 (80) 
~~ | lee i) ———" 
. \ \ \ ne 
Pinus 26,187 i : 100 \ 100 & 100 4 
echinata 0 \ \ \ 


an al aaa \ eal 
Salix 43,000 \ 43 A \ -91 \ 85 ’ 
(20) » ; \ Y } 
\ a 
aa \ 222 } \ 95) 
\ 
{ 
My J 


Quercus 
michauxii 
(20) 


Warm Temperate 


Magnolia 
grandiflora 
(5,11,12) 


) 
- Se : kek wee’ 


Quercus 
laevis 
(4) 


Taxodium 
distichum 
(16,17,21) 


68 


—_ - 
+ 


Fic. 3. Effects of three 1°C warming scenarios, T+1, T+1w, and T+1 (80), on climatic 
envelopes of 6 ecologically important temperate species, as predicted by the Florida Plant 
Species—Climatic Envelope Model. See legend to Fig. 1 for definition of species natural range 
types and Table 2 for explanation of scenarios. Adapted partly from Fig. 4 and Table III of 
Box and co-workers (1999). Black areas are species natural ranges in maps of the left-most 
column (from Little, 1978), and predicted climatic envelopes in maps of the remaining columns. 
Parenthetical numbers in the left-most column refer to the major plant communities in which 
each species is ecologically important, as described by the UDSA Soil Conservation Service 
(1981) and explained further by Crumpacker et al. (2001b). Numbers in the T column are areas 
in square kilometers for “‘baseline’”’ species climatic envelopes in Florida predicted by the 
Florida Model, using only baseline climatic information. The baseline envelopes are in general 
agreement with the species natural ranges, as discussed in the text. Numbers shown with each 
Species-scenario map represent predicted % change in area from the T scenario. For example, 
scenario T+1 reduces the baseline Florida climatic envelope of P. echinata by 100% (from 
26,187 to O sq. km.), and that of S. nigra by 43%. 


[VOL. 65 


FLORIDA SCIENTIST 


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warming at the low end of the range of global mean surface warming estimates provided by 
the Intergovernmental Panel on Climate Change or “IPCC” (+1°C to +3.5°C by the year 2100, 
Houghton et al., 1996; subsequently amended to + 1.4°C to +5.8°C; see Intergovernmental Panel 
on Climate Change, 2001). If warming were to increase gradually to 2°C or more, early detec- 
tion of 1°C warming effects might provide time and impetus for implementation of mitigations 
before more serious impacts to biodiversity occurred. In this respect, the Florida Model gen- 
erally predicts much larger envelope loss of temperate species under +2°C than under otherwise 
similar +1°C scenarios (Box et al., 1999, Fig. 4 and Table II). A disproportionately larger 
envelope loss is also predicted in the later stages of drying between scenarios T+1 and T+1 
(80) (Crumpacker, Box, and Hardin, unpublished). The above mentioned mitigations for warm- 
ing might include protection of critical landscape linkages, prescribed burning to reduce fuel 
accumulation, curtailment of land drainage and natural vegetation removal, and control of non- 
native species introductions and invasions (for additional examples, see Crumpacker et al., 
200 1a; b,c). 

Support for scenario T+lw comes from two of the three General Circulation Model 
(GCM) projections for an equivalent doubled CO, or “‘2xCO,”’ climate in the southeastern 
United States, as surveyed by Smith and Tirpak (1989) and, more generally, from the IPCC’s 
tentative conclusion that global warming will lead to a decrease in winter days with extremely 
low temperatures (Kattenberg et al., 1996). Higher minimum temperatures have subsequently 
been projected for nearly all land areas (Intergovernmental Panel on Climate Change, 2001). 

Support for T+1 (80) is derived from the following sources: 


(1) the same three GCM projections from Smith and Tirpak referred to above; each of 
these projections indicated a drier average, annual climate for the southeastern U.S. and one 
indicated a 16% decrease in average summer precipitation; 

(2) preliminary results of Neilson and Marks (1994) which suggest that, under a 2xCO, 
climate, eastern North America would be one of two global areas most sensitive to drought- 
induced forest decline; and 

(3) linkage of the BIOME2 model (which simulates geographic distribution of major veg- 
etation types based partly on climatic variables such as temperature, moisture, and light) to the 
GFDL R30 GCM (which provides climatic scenarios that can be used with biome models), 
under a 2 X CO, climate; this linkage predicts conversion of temperate peninsular Florida from 
a warm-temperate forest biome to a more arid mixture of grassland and forest biomes (Melillo 
et al., 1996); and 

(4) the Canadian Climate Centre’s 21st Century Model which predicts decreased precipi- 
tation in most of Florida, combined with a temperature increase (National Assessment Synthesis 
Team, 2000). 


Continued conversion of natural landscapes to urban and agricultural lands may alter future 
weather patterns to cause even more drying. Average summer rainfall in south Florida may 
have decreased by as much as 11% from such causes over the past 100 years (Pielke et al, 
Zge)e 


Fic. 4. Maps showing predicted loss of species climatic envelopes from Florida for 6 
combinations of ecologically important temperate species and 1°C annual climatic warming 
scenarios. These combinations were selected from the 18 possible species—climatic-warming 
scenario combinations in Fig. 3 because they involve some of the largest % losses for their 
respective range types in different parts of Florida, as discussed in the text. The envelope losses 
are shown in black, as opposed to white in Fig. 3, for easier use in locating the losses and, 
hence, potential monitoring sites. 


G72 FLORIDA SCIENTIST [VOL. 65 


RESULTS—Predicted losses in baseline (T) climatic envelopes of the tem- 
perate species suggested previously for monitoring are shown in Figure 4 
for 6 combinations of species and 1°C warming scenarios. Each scenario 
represents a change from the mean annual baseline temperature scenario, T. 
The black areas in each of the maps represent those parts of a species’ 
climatic envelope which are predicted (Fig. 3) to be lost under one of the 3 
scenarios. In the upper left-hand map of Figure 4, e. g., T+1 is predicted 
to remove those parts of the baseline envelope of P. echinata that are shown 
in black in the 100 km X 100 km grid cells 1,1; 1,2; 1,3; 1,4; 1,5; 2,2; 2,3; 
and 2,4 (where 1,2 refers to row 1, column 2, etc.). Comparison of these 
black areas with the baseline (T) map for P. echinata in Fiure 3 shows that 
scenario T+1 has removed the entire baseline envelope of P. echinata. A 
similar comparison of the black areas in Figure 4 for T. distichum under 
scenario T+1 (80) with the T map of T. distichum in Figure 3 shows that 
T+1 (80) has removed almost all of the peninsular part of that species’ 
envelope which presently covers all of Florida except the Keys. 

For purposes of this report, the most important significance of the black 
areas in the Figure 4 maps is that they represent locations where various 
monitoring sites for species might be located. In addition, they represent 
areas of predicted loss in integrity (Crumpacker et al., 2001b) for important 
parts of major ecosystems in which the species are ecologically important. 
The maps in Figure 4 can be used in conjunction with the Landsat land- 
cover and proposed strategic habitat conservation area maps in Cox and co- 
workers (1994), various ecosystem maps listed in Crumpacker and co-work- 
ers (2001b), and the maps and descriptions of Florida conservation lands by 
Jue and co-workers (2001). Together, these maps and descriptions of con- 
servation lands can be used to suggest examples of sites for inclusion in a 
comprehensive system to monitor for biotic effects of climatic warming. 
The subsequent choice of actual sites would require field investigations to 
determine if stands and/or numbers of individuals of species suitable for 
monitoring occur in the conservation lands cited below. Privately owned 
lands protected by conservation easements or other suitable management 
agreements, but not included in Jue and co-workers’ 2001 list of Florida 
conservation lands, might also provide useful long-term monitoring sites 
(see Discussion). 

In Florida, P. echinata and S. nigra are located at the southeastern 
boundary of their extensive U.S. ranges (Little, 1971). Their southern natural 
range boundaries in Florida (Fig. 3) le in or near the area of maximum 
range boundary concentration of species in the Temperate Panhandle and/or 
Upper Peninsula—Warm Temperate transition zone in the Florida panhandle 
(Fig. 1). This is a probable tension zone if warming occurs, as Warm Tem- 
perate species lose fitness less rapidly and gain at least a temporary com- 
petitive advantage over Temperate Panhandle and/or Upper Peninsula spe- 
cies such as P. echinata and S. nigra (Crumpacker et al., 2001b). Possible 
monitoring sites for P. echinata in this area, with managing agencies in 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 173 


parentheses, include Torreya State Park (Florida Division of Recreation and 
Parks), Lake Talquin State Forest (Florida Division of Forestry), and Tall 
Timbers Research Station (Tall Timbers Research, Inc.); for S. nigra, Lower 
Escambia River Water Management Area (Northwest Florida Water Man- 
agement District), Blackwater River State Forest (Florida Division of For- 
estry), Eglin Air Force Base (U.S. Air Force), and Choctawhatchee River 
Water Management Area (Northwest Florida Water Management District). 

The southern natural range boundary of Quercus michauxii in Figure 3 
coincides with the southern boundary of the Temperate Panhandle and/or 
Upper Peninsula—Warm Temperate transition zone (Fig. 1). Examples of 
potential monitoring sites for Q. michauxii, from west to east along this 
boundary, include Waccasassa Bay Preserve State Park and San Felasco 
Hammock Preserve State Park (Florida Division of Recreation and Parks), 
and Timucuan Ecological and Historic Preserve (U.S. National Park Ser- 
vice). 

The southern natural range boundaries of Magnolia grandiflora and 
Quercus laevis in Figure 3 lie along or near the northern boundary of the 
_ major Warm Temperate—Subtropical transition zone in the central Florida 
peninsula (Fig. 1). Some monitoring sites from west to east along this po- 
tential tension zone of warming-induced weakness of Warm Temperate spe- 
cies, with possible encroachment of Subtropical species, might include Hills- 
borough River State Park (M. grandiflora only—Florida Division of Rec- 
reation and Parks), Withlacoochee State Forest (Florida Division of Forest- 
ry), Green Swamp (Southwest Florida Water Management District), Disney 
Wilderness Preserve (The Nature Conservancy), and Rock Springs Run State 
Reserve (Florida Division of Recreation and Parks). 

Taxodium distichum (including bald cypress and pond cypress) occurs 
throughout much of the southeastern coastal plain from Texas to Florida and 
north to the Delmarva peninsula (Little, 1971). Its natural range in Florida 
includes all of the Florida peninsula (Fig. 3 and Little, 1978) and extends 
about 300 km south of its southernmost boundary in Texas. The main part 
of T. distichum’s southern range boundary in Florida is approximately the 
northern portion of the secondary Warm Temperate—Subtropical transition 
zone in Figure 1. Potential warming-related tensions in this area have been 
discussed by Crumpacker and co-workers (2001c). Everglades National Park 
and the southern part of Big Cypress National Preserve (U.S. National Park 
Service) offer a number of potential monitoring sites for 7. distichum within 
this transition zone. 

The extensive north-south axes of predicted climatic-envelope loss for 
M. grandiflora and T. distichum under scenarios T+1 and T+1 (80), re- 
spectively (Fig. 4), suggest a number of monitoring sites that could be used 
to detect losses in both individual-plant fitness and stands of temperature or 
photoperiod ecotypes (if they occur within these species). Additional sites 
for M. grandiflora north of those mentioned previously for its southern range 
boundary might include Silver River and Fort Clinch State Parks (Florida 


174 FLORIDA SCIENTIST [VOL. 65 


Division of Recreation and Parks), and the connecting complex of Mike 
Roess Gold Head Branch State Park (Florida Division of Recreation and 
Parks), Camp Blanding Military Reservation (Florida Department of Mili- 
tary Affairs), Jennings State Forest (Florida Division of Forestry), and Cecil 
Field Conservation Corridor (City of Jacksonville). Just north of the sec- 
ondary Warm Temperate—Subtropical transition zone, some suggested mon- 
itoring sites for 7. distichum are Corkscrew Swamp Sanctuary (Audubon of 
Florida), and Arthur R. Marshall Loxahatchee National Wildlife Refuge (U. 
S. Fish and Wildlife Service). Increasingly farther north, monitoring sites 
for T. distichum might include Avon Park Air Force Range (U.S. Air Force), 
Disney Wilderness Preserve (The Nature Conservancy), Graham Swamp 
Conservation Area (St. Johns River Water Management District), Wacca- 
sassa Bay Preserve State Park (Florida Division of Recreation and Parks), 
Tiger Bay State Forest (Florida Division of Forestry), Santa Fe Swamp Con- 
servation Area (Suwannee River Water Management District), and Osceola 
National Forest (U.S. Forest Service). 

Florida’s average annual precipitation increases from approximately 
1200 mm on the northeast coast to 1700 mm in the western panhandle (Box 
et al., 1999, Fig. 2). This provides an east-west gradient along which M. 
grandiflora and Q. michauxii could be monitored for potential moisture eco- 
types. Using the black areas on the species-scenario maps in Figure 4 to 
locate sites of predicted climatic-envelope loss under warming, and moving 
west from the complex of climatically drier sites involving Camp Blanding 
Military Reservation (see preceding paragraph), two potential monitoring 
sites for M. grandiflora in the more moist western panhandle are Blackwater 
River State Forest (Florida Division of Forestry) and Lower Escambia River 
Water Management Area (Northwest Florida Water Management District). 
Climatically drier and more moist monitoring sites for Q. michauxii might 
include, respectively, Timucuan Ecological and Historic Preserve (U.S. Na- 
tional Park Service) and Lower Escambia River Water Management Area. 

The above suggestions for temperate species and potential monitoring 
sites are summarized by site in Table 3. This gives an indication of the 
degree of monitoring efficiency in terms of the number of suggested species 
per site that could be monitored simultaneously for evidence of response to 
warming over time. The overall number and type of these ecologically im- 
portant temperate species, across sites that exhibit negative individual plant 
or stand effects when monitored, could also be used to infer the potential, 
future magnitude of warming impacts on important ecosystem types (for 
determination of ecological importance, see Crumpacker and coworkers, 
200 1b). 

Figure 5 shows natural ranges for 6 ecologically important subtropical 
hardwood and 1 subtropical softwood species. ‘‘Subtropical”’ refers to the 
Florida natural range type of these species, as discussed in Figure | (in other 
usages, they are more generally referred to as tropical). The softwood spe- 
cies, Pinus elliottii var. densa Little and Dorman (south Florida slash pine) 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 175 


TABLE 3. Conservation lands suggested as monitoring sites for climatic warming responses 
of ecologically important native tree species in Florida. Sites are near southern natural range 
boundaries of certain temperate (T) species and northern range boundaries of certain subtropical 
(S) species. For a few temperate species, additional sites are suggested that may be useful in 
monitoring responses of ecotypes along environmental gradients. Parenthetical names of man- 
aging agencies for conservation lands listed by Jue and co-workers (2001) have been simplified; 
e.g., Florida Department of Environmental Protection, Division of Recreation and Parks, and 
Florida Department of Agriculture and Consumer Services, Division of Forestry, are referred 
to, respectively, as Florida Division of Recreation and Parks, and Florida Division of Forestry. 


Location/Species 


Arthur R. Marshall Loxahatchee National Wildlife Refuge (U.S. Fish and Wildlife Service) 
T: Taxodium distichum 
Avon Park Air Force Range (U.S. Air Force) 
T: Taxodium distichum 
Big Cypress National Preserve (U.S. National Park Service) 
T: Taxodium distichum 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea 
Blackwater River State Forest (Florida Division of Forestry) 
T: Magnolia grandiflora, Salix nigra 
Camp Blanding Military Reservation (Florida Department of Military Affairs) 
T: Magnolia grandiflora 
Castellow Hammock (Miami-Dade County) 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea, 
Metopium toxiferum 
Cayo Costa State Park (Florida Division of Recreation and Parks) 
S: Bursera simaruba, Eugenia axillaris, E. foetida, Ficus aurea 
Cecil Field Conservation Corridor (City of Jacksonville) 
T: Magnolia grandiflora 
Charles Deering Estate (Miami-Dade County) 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea, 
Metopium toxiferum 
Choctawhatchee River Water Management Area (Northwest Florida Water Management Dis- 
trict) 
T: Salix nigra 
Collier-Seminole State Park (Florida Division of Recreation and Parks) 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea 
Corkscrew Swamp Sanctuary (Audubon of Florida) 
T: Taxodium distichum 
Disney Wilderness Preserve (The Nature Conservancy) 
T: Magnolia grandiflora, Quercus laevis, Taxodium distichum 
Eglin Air Force Base (U.S. Air Force) 
T: Salix nigra 
Everglades and Francis S. Taylor Wildlife Management Area (Florida Division of Wildlife) 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea 
Everglades National Park (U.S. National Park Service) 
T: Taxodium distichum 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea 
Fakahatchee Strand Preserve State Park (Florida Division of Recreation and Parks) 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, Ficus aurea 
Fort Clinch State Park (Florida Division of Recreation and Parks) 
T: Magnolia grandiflora 
Fort DeSoto Park (Pinellas County Park Department) 
S: Ficus aurea 
Fort Pierce Inlet State park (Florida Division of Recreation and Parks) 


176 FLORIDA SCIENTIST [VOL. 65 


TABLE 3. Continued. 


Location/Species 


S: Bursera simaruba, Eugenia axillaris, E. foetida, Ficus aurea 
Graham Swamp Conservation Area (St Johns River Water Management District) 
T: Taxodium distichum 
Green Swamp (Southwest Florida Water Management District) 
T: Magnolia grandiflora, Quercus laevis 
S: Pinus elliottii var. densa 
Gumbo Limbo Environmental Complex (City of Boca Raton) 
S: Bursera simaruba, Coccoloba diversifolia, Eugenia axillaris, E. foetida, Ficus aurea, 
Metopium toxiferum 
Hillsborough River State Park (Florida Division of Recreation and Parks) 
T: Magnolia grandiflora 
Jennings State Forest (Florida Division of Forestry) 
T: Magnolia grandiflora 
Kissimmee Prairie Preserve State Park (Florida Division of Recreation and Parks) 
S: Ficus aurea 
Lake Talquin State Forest (Florida Division of Forestry) 
T: Pinus echinata 
Lower Escambia River Water Management Area (Northwest Florida Water Management 
District) 
T: Magnolia grandiflora, Quercus michauxii, Salix nigra 
Madira Bickel Mound State Archaeological Site (Florida Division of Recreation and Parks) 
S: Bursera simaruba, Eugenia axillaris, E. foetida, Ficus aurea 
Mike Roess Gold Head Branch State Park (Florida Division of Recreation and Parks) 
T: Magnolia grandiflora 
Ocean Ridge Hammock (Palm Beach County) 
S: Bursera simaruba, Coccoloba diversifolia, Ficus aurea, Metopium toxiferum 
Osceola National Forest (U.S. Forest Service) 
T: Taxodium distichum 
Rock Springs Run State Reserve (Florida Division of Recreation and Parks) 
T: Magnolia grandiflora, Quercus laevis 
San Felasco Hammock Preserve State park (Florida Division of Recreation and Parks) 
T: Quercus michauxii 
Santa Fe Swamp Conservation Area (Suwannee River Water Management District) 
T: Taxodium distichum 
Silver River State Park (Florida Division of Recreation and Parks) 
T: Magnolia grandiflora 
Tall Timbers Research Station (Tall Timbers Research, Inc.) 
T: Pinus echinata 
Tiger Bay State Forest (Florida Division of Forestry) 
T: Taxodium distichum 
Timucuan Ecological and Historic Preserve (U.S. National Park Service) 
T: Quercus michauxii 
Torreya State Park (Florida Division of Recreation and Parks) 
T: Pinus echinata 
Waccasassa Bay Preserve State Park (Florida Division of Recreation and Parks) 
T: Quercus michauxii, Taxodium distichum 
S: Pinus elliotti var. densa 
William Beardall Tosohatchee State Reserve (Florida Division of Recreation and Parks) 
S: Ficus aurea, Pinus elliottii var. densa 
Withlacoochee State Forest (Florida Division of Forestry) 
T: Magnolia grandiflora, Quercus laevis 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 197, 


Metopium Bursera Eugenia 
toxiferum simaruba foetida 

(14) (14) (2,14) mm 
Coccoloba Ficus Eugenia 
diversifolia aurea axillaris 

(14) --- (14) i (2,14) ee 


Pinus 
elliottii 
var. densa 


GE540)— 77" 


Fic. 5. Natural range maps from Little (1978), shown in black for 7 ecologically impor- 
tant subtropical species. Parenthetical numbers refer to the 1 or more major plant communities 
in which each species is ecologically important. See USDA Soil Conservation Service (1981) 
for a key to community names and Snyder et al. (1990) for assignment of each species to 
ecosystem types in different parts of South Florida. 


is treated in the Florida Model as a separate species from its temperate 
counterpart, P. elliottii Engelm. var. elliottii, slash pine. Increases in climatic- 
envelope size, and hence potential range expansion, have been predicted for 
all 7 of these subtropical species under scenarios T+1, T+1w, and T+1 (80) 
(Box et al., 1999, Fig. 4 and Table HI). However, monitoring for increased 
fitness in the vicinity of their main current, northern range boundaries and 
a few other sites is all that is suggested in the present report. Only limited 
warming induced northward movement of subtropical woody species in 
Florida over the next 50 years would be expected, due to their relatively 
long generation times, extensive habitat fragmentation by human activities, 
and, for some species and locations, lack of suitable soils (Crumpacker et 
al., 2001a). 

The six subtropical hardwood species occur commonly in Tropical 
Rockland Hammock ecosystems of the Florida Keys (Little, 1978; Snyder 
et al., 1990). Occurrences of Tropical Hammocks associated with tree islands 
in the more northern parts of Everglades National Park and southeastern Big 
Cypress National Preserve (U.S. National Park Service), and in Everglades 
and Francis S. Taylor Wildlife Management Area (Florida Division of Wild- 
life) are suggested monitoring sites where some of the earliest effects of 
climatic warming on all of the subtropical hardwood species except M. tox- 


178 FLORIDA SCIENTIST [VOL. 65 


iferum (L.) Krug and Urban (Florida poisontree, or poisonwood) might be 
detected. All 6 of the subtropical hardwoods occur together at Castellow 
Hammock and Charles Deering Estate (Miami-Dade County) (Hammer, 
2001); these are some of the northernmost sites of the South Florida Rock- 
land ecosystem (Snyder et al., 1990). The natural range of Metopium toxi- 
ferum does not include the southwest Florida Peninsula. However, the re- 
maining 5 subtropical hardwoods occur west of Big Cypress at Collier- 
Seminole State Park and 4 of them, 1.e., excluding Eugenia foetida Pers. 
(boxleaf or spanish stopper), are found in Fakahatchee Strand Preserve State 
Park (from plant lists, Florida Division of Recreation and Parks). 

The warming effect of the Gulf Stream on Florida’s Atlantic Coast has 
permitted the natural range of all hardwood species in Figure 5 except Me- 
topium toxiferum to extend, at least intermittently, north to Brevard County 
(Little, 1978). M. toxiferum’s range extends intermittently to at least Martin 
County on the Atlantic Coast. Hardwood hammocks in Palm Beach County 
that contain these species might provide opportunities for simultaneous mon- 
itoring of their potential warming-induced fitness increases on the Atlantic 
Coast. For example, all 6 of the subtropical hardwood species in Figure 5 
occur at Gumbo Limbo Environmental Complex (City of Boca Raton) in 
Palm Beach County (Bass, 2001), and at least 4 occur at Ocean Ridge Ham- 
mock (Palm Beach County), along with additional possibilities of Eugenia 
axillaris (Sw.) Willd. (white stopper) and E. foetida (Atkinson, 2001). A 
mature, diverse hammock at Fort Pierce Inlet State Park (St. Lucie County) 
contains Bursera simuraba (L.) Sarg. (gumbo limbo), E. axillaris, E. foetida, 
and Ficus aurea Nutt. (Florida strangler fig) (from plant lists, Florida Di- 
vision of Recreation and Parks). 

Coastal hammocks on the Gulf of Mexico contain disjunct populations 
that represent northern range extensions of B. simaruba, E. axillaris and 
foetida, and F. aurea. All 4 of these species could apparently be monitored 
simultaneously at Cayo Costa State Park and Madira Bickel Mound State 
Archaeological Site in Lee and Manatee Counties, respectively (from plant 
lists, Florida Division of Recreation and Parks). 

Natural ranges of the subtropical species F. aurea and P. elliottii var. 
densa extend both inland and northward to the middle of the Florida pen- 
insula (Fig. 5). These northern locations are near the northern boundary of 
the major Warm Temperate—Subtropical transition zone (Fig. 1). Across the 
central Florida peninsula, F. aurea occurs in various sites (Hilsenbeck, 
2001). From west to east, this species could be monitored at Fort DeSoto 
Park (Pinellas County Park Department), and at Kissimmee Prairie Preserve 
State Park and William Beardall Tosohatchee State Reserve (Florida Divi- 
sion of Recreation and Parks). The northernmost natural range extensions 
of P. elliottii var. densa near the Gulf and Atlantic Coasts respectively (Abra- 
hamson and Hartnett, 1990, Fig. 5.5), suggest this species could be moni- 
tored for warming-induced fitness increases at Waccasassa Bay Preserve 
State Park and William Beardall Tosohatchee State Reserve (Florida Divi- 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 179 


sion of Recreation and Parks), with a more central site at Green Swamp 
(Southwest Florida Water Management District). 

All of the above suggestions for subtropical species monitoring sites are 
summarized by site, along with those for temperate species, in Table 3. 
Besides indicating where monitoring efficiency in terms of number of spe- 
cies per site might be greatest, some sites offer opportunities for simulta- 
neous monitoring of negative warming impacts on temperate species and 
positive warming impacts on subtropical species. 


DISCUSSION—We used the predicted responses of 6 native temperate, 
woody species to 1°C climatic warming to propose an initial group of 30 
Florida sites where early biotic effects of warming might be monitored. Most 
sites are near the southern natural range boundaries of their respective spe- 
cies. We chose these species because they are ecologically important in 
different major ecosystems and are predicted to show negative, in situ warm- 
ing responses (loss of plant fitness and possibly stands) throughout signifi- 
cant portions of their current natural ranges. Different pairs of these species 
_are predicted to show especially large negative responses to certain types of 
1°C warming. If 1°C warming occurs uniformly throughout the year with 
no change in the moisture balance (scenario T+ 1), then the large % envelope 
losses predicted for Pinus echinata and Magnolia grandiflora within their 
natural ranges will offer some of the best opportunities for detecting asso- 
ciated fitness losses. If 1°C annual warming occurs disproportionately during 
the winter (scenario T+1w), the almost complete envelope loss predicted 
for Salix nigra should provide a better opportunity for detecting response 
than the smaller % envelope loss for Quercus laevis, although both are 
predicted to experience some of the highest percentages of negative response 
for their respective natural range types. If 1°C uniform annual warming is 
accompanied by a 20% loss in average annual precipitation [scenario 
T+1(80)], both Q. michauxii and T. distichum are predicted to undergo some 
of the largest % envelope losses within their respective range types. Choice 
of the above species for monitoring is, then, intended to increase the op- 
portunity to detect 1°C annual warming, regardless of which of the above 
types of 1°C annual warming occurs. 

We also used the main northern range boundaries of 7 ecologically im- 
portant subtropical woody species to suggest 17 sites at which they could 
be monitored for in situ increases in fitness associated with climatic warm- 
ing. Four of the sites are identical to those mentioned above for | or more 
temperate species, giving 43 monitoring sites in all (Table 3), or approxi- 
mately 3.5% of the 1220 separate conservation lands listed in Jue and co- 
workers (2001). 

Opportunities for monitoring more than | temperate species are provided 
at 6 of the 30 temperate species sites (20%) and, for more than | subtropical 
species, at 13 of the 17 subtropical sites (76%). The much higher efficiency 
involved in simultaneous monitoring of 2 or more subtropical species is 


180 FLORIDA SCIENTIST [VOL. 65 


related to their common co-occurrence in the Tropical Hammocks ecosystem 
of south Florida. Other opportunities for monitoring additional temperate or 
subtropical species at various sites in Florida do, of course, occur. However, 
they would not necessarily involve ecologically important species and might 
often include species stands that are not located near their respective south- 
ern or northern range boundaries. Nor would they necessarily be species that 
have been predicted to undergo large, warming-associated changes in fitness. 

Besides the increased efficiency involved with monitoring several spe- 
cies (especially subtropicals) simultaneously at certain locations, other effi- 
ciencies can be inferred for temperate species from inspection of Figure 4. 
For example, monitoring of P. echinata in grid cell 1,3 (Torreya State Park, 
Lake Talquin State Forest, and Tall Timbers Research Station), QO. laevis in 
cell 4,6 (Green Swamp and Disney Wilderness Preserve), and Taxodium 
distichum in cell 6,7 (Big Cypress National Preserve and Everglades Na- 
tional Park), in a well replicated experiment, would have the advantage of 
monitoring simultaneously for three different kinds each of 1°C warming, 
species, and regions of Florida. S. nigra and Q. michauxii occur as ecolog- 
ically important “‘pairs”’ in the riverine Bottomland Hardwoods ecosystem 
in cell 1,1, which would increase monitoring efficiency at Lower Escambia 
River Water Management Area. 

All potential monitoring sites should be field checked to ensure they 
contain adequate stands and/or numbers of each species proposed for mon- 
itoring. Even though all locations in Table 3 are potentially important mon- 
itoring sites based on their locations and on predictions of species responses 
to warming, only a subset of sites may meet the above requirements. Stands 
and individual trees should also be in good present condition and located in 
protected areas where long-term monitoring can be assured. Monitoring sites 
proposed in the present report are, therefore, based on the extensive list of 
Florida Conservation Lands in Jue and co-workers (2001). 

Additional monitoring sites on private lands might be added by con- 
tacting the Florida Fish and Wildlife Conservation Commission. The Com- 
mission is actively involved in assessing and prioritizing privately owned 
‘strategic habitat conservation areas’? (SHCAs) needed to maintain key 
components of Florida’s biodiversity (Cox et al, 1994; Kautz and Cox, 
2001). Figure 1 of Cox and co-workers (1994) indicates that the largest 
concentration of SHCAs falls within the major Warm Temperate—Subtrop- 
ical transition zone in our Figure | and the second largest is located near 
the southeast boundary of the Temperate Panhandle and/or Upper Peninsu- 
la—Warm Temperate transition zone in our Figure 1. Both of these locations 
are important areas for monitoring potential responses to climatic warming 
of certain groups of woody species in the Florida Model. SHCAs for mon- 
itoring should be in low-intensity land uses on well managed lands, where 
prospects for continued conservation are secured by long-term conservation 
easements or other legally binding management agreements. The State’s re- 
cently extended, major land acquisition program, now called “‘Florida For- 


No. 3 2002] CRUMPACKER ET AL.—CLIMATIC ENVELOPES 181 


ever,” involves a much greater emphasis than previously on use of ease- 
ments for land protection (Hoctor et al., 2000). 

Replicates of species stands and/or individuals, within and between 
monitoring areas, will be needed, not only to provide statistical precision 
for analysis but also in case some stands are effectively lost due to natural 
or other disturbances. Permission to monitor will be needed for both publicly 
and privately owned lands. Ideally, monitoring should begin before, or as 
early as possible during a warming trend, in order to provide options for 
future mitigations. Potential changes in tree fitness components expected to 
precede and accompany climatic-envelope loss or gain, including seed pro- 
duction, seedling establishment and viability, and vegetative reproduction, 
should be monitored on an individual-plant basis within species. Association 
of fitness decreases in temperate species with disease and insect outbreaks 
might provide early evidence of more general ecosystem damage. 

Occurrence of subtropical seedlings in areas without reproductively ac- 
tive plants of the same species would provide evidence of successful im- 
migration, and of possible climatic envelope expansion of subtropical spe- 
cies. Metopium toxiferum is an especially important subtropical candidate 
for envelope expansion under each of the three +1°C scenarios, as is Coc- 
coloba diversifolia under T+1 (80) and T+ 1w, based on predicted warming 
responses in Figure 4 and Table III of Box and coworkers (1999). 

The warming involved in each of the Florida Model scenarios is pro- 
jected to reach its +1°C value over the 110-year period from 1990 to 2100, 
as a result of approximate doubling of the atmospheric equivalent CO, con- 
centration of the global environment (Houghton et al., 1996). Even if the 
Florida Model’s predictions of temperate species envelope loss are reason- 
ably accurate for this time period, equivalent range losses may not result. 
Some CO, enrichment and various acclimations of individual trees, accom- 
panied by selection for heat and/or drought-resistant ecotypes, might occur 
(Loehle and LeBlanc, 1996; National Assessment Synthesis Team, 2000; 
Crumpacker et al., 2001b), as well as persistence of long-lived individuals 
at lowered fitness. Alternatively, increased influence of warming-induced 
insect, pathogen, and weedy plant outbreaks, more intense wildfires, and 
other warming-related environmental perturbations could interact to weaken 
entire forested ecosystems (Loehle and LeBlanc, 1996; National Assessment 
Synthesis Team, 2000; Crumpacker et al., 200la, b, c). Extensive stand 
degradation and range loss might then accompany individual-plant fitness 
loss. 

A more comprehensive monitoring system could be designed by includ- 
ing the 13 other ecologically important temperate species in Figure 4 and 
Table III of Box and co-workers (1999). Predicted amount and location of 
envelope loss is available for these species under each of the three +1°C 
scenarios (except predicted location of loss for +1°C under T+1w, which 
could be obtained from the authors). Other species, both native and non- 


182 FLORIDA SCIENTIST [VOL. 65 


native, and rare as well as common, could be added to monitoring sites as 
desired. 

A wide array of ownership and management is involved in the small 
subset of 43 Florida conservation lands proposed for monitoring in Table 3. 
Managing agencies or organizations are distributed as follows: 7 federal 
(16%), 27 state (63%), 4 county (9%), 2 “‘municipal’’, i.e., city or town 
(5%), and 3 private (7%). Together with the potential for future increases in 
privately owned and mananged conservation lands, this is yet another ex- 
ample of the complexity of conservation area systems. Extensive cooperation 
and coordination among public agencies, private organizations, and individ- 
uals will be needed to maintain Florida and U.S. biodiversity in the 21st 
century. This will be especially true if the present climatic-warming trend 
continues. 


ACKNOWLEDGMENTS—Support was provided by EPA Grant No. CR818052-01-0 and EPA 
P.O. No. 8W-1470-NAEX to David W. Crumpacker. We thank Dexter Hinckley, former Senior 
Ecologist, and Susan Herrod Julius, Planning Analyst, U.S. Environmental Protection Agency, 
for administrative support and encouragement. We are greatly indebted to Stephen Hodge, 
Georgiana Strode, Mark Knoblauch, and Peter Krafft of the Florida Resources and Environ- 
mental Analysis Center at Florida State University for GIS and other cartographic analyses. 
David Underwood at the University of Colorado, Boulder provided important assistance with 
illustrations. Roger Pielke, Jr. of the National Center for Atmospheric Research in Boulder 
helped us obtain several especially pertinent discussions of projected climatic change and its 
potential effects. Randy Kautz and another, anonymous, reviewer provided numerous valuable 
suggestions that improved this report. The authors are, however, responsible for the final ver- 
sion. 


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Florida Scient. 65(3): 159-184. 2002 
Accepted: January 4, 2002 


Biological Sciences 


CHARACTERIZATION OF A GOPHER TORTOISE 
MORTALITY EVENT IN WEST-CENTRAL FLORIDA 


Cynpi A. GATES”, MICHAEL J. ALLEN”, JOAN E. DIEMER BERISH®’, 
DONALD M. STILLWAUGH, JR.“, AND STEVEN R. SHATTLER“ 


(1) Office of Environmental Services, Florida Fish and Wildlife Conservation Commission, 
Lakeland, FL 33811; 

(2) Office of Environmental Services, Florida Fish and Wildlife Conservation Commission, 

Tallahassee, FL 32399-1600; 
(3) Division of Wildlife, Florida Fish and Wildlife Conservation Commission, 
Gainesville, FL 32601; 
(4) Current Address: Hilochee WMA, Florida Fish and Wildlife Conservation Commission, 
12932 C. R..474, Clermont, FL 34711 
(5) Current Address: Pinellas County Environmental Lands Division, 

Tarpon Springs, FL 34688; 


ABSTRACT: A significant gopher tortoise (Gopherus polyphemus) mortality event was doc- 
umented in June 1998 at a 150-ha mitigation park established for tortoise protection. Shell 
surveys throughout the park were conducted between June 1998 and September 1999. The 
greatest concentration of dead tortoises, as determined by shells and remains, occurred on a 
28-ha portion of the park, where 104 individual shells were recovered. Tortoise age class and 
sex were recorded, with results indicating 68% of shells were of adult males. In an attempt to 
estimate time since death, shells were assigned to one of 6 condition classes, based on degree 
of disarticulation. Burrow surveys conducted as a means of obtaining tortoise density estimates 
showed major declines in population size between December 1994 and June 1998 in the area 
of highest mortality. Potential causes of death and management implications are discussed. 


Key Words: Gopher tortoise, Gopherus polyphemus, upper respiratory tract 
disease, tcrtoise mortality 


UNUSUALLY high mortality in gopher tortoise (Gopherus polyphemus) 
populations has been noted at several locations in Florida (McLaughlin, 
1997; J. Berish, 1998; M. Barnwell, 1999). In June 1998, we documented 
a significant mortality event at Oldenburg Mitigation Park (OMP) in Her- 
nando County, Florida, with the number of dead tortoises (shells) counted 
representing 87 individuals (3.1/ha) in the area of greatest mortality. Addi- 
tional shells were found during subsequent surveys of the same area (Site 
A, Fig. 1) in December 1998 and September 1999 bringing the total count 
to 104. 

Post-hoc efforts were made to determine when the mortality event be- 
gan. No unusual mortality on Site A was noted during a prescribed burn in 
June 1994, nor during tortoise burrow surveys in December 1994. Tortoise 
mortality first became apparent in October 1996 when private contractors 


185 


186 FLORIDA SCIENTIST [VOL. 65 


Location of December p 
1994 transects : 


Location of November 1998/ [| 
October 1999/September 2000 


transects 
Park Boundary ett 
Power Line R.O.W 
Entrance 
r@- om = - o@ Cy Ss my 
0 100 200 
| 
Meters 
J 
ed 
' 
( 
Fic. 1. Location of Sites A and B, and approximate locations of tortoise burrow transects 


at Oldenburg Mitigation Park in Hernando County, FL. 


were surveying the park for exotic plant infestations. Eight tortoise shells 
were observed at that time. 

The purpose of this study was to assess the extent of the tortoise mor- 
tality event and to estimate time since death based on the condition of shells 
observed. Dodd (1995) monitored shell disarticulation rates for several turtle 
species, including gopher tortoises. He wrote detailed descriptions of each 
disarticulation stage and noted considerable variation in disarticulation rate 
within a species. We conducted shell surveys between June 1998 and Sep- 
tember 1999, using a shell condition classification system similar to, but less 
detailed than, that developed by Dodd (1995). 

OMP is one of several facilities established under the Florida Fish and 
Wildlife Conservation Commission’s (FWC) Mitigation Park Program with- 
in the Office of Environmental Services. These parks were established to 
provide an off-site alternative whereby development impacts are mitigated 
through the acquisition and management of suitable habitat that supports 
existing populations of gopher tortoises and other upland listed species. 
Rules prohibit use of these parks as recipient sites for relocation efforts for 
gopher tortoises or other species; however, actions by well-intentioned peo- 
ple concerned about the fate of individual tortoises on roadways and pro- 


No. 3 2002] GATES ET AL.—GOPHER TORTOISE DEATHS 187 


posed building sites likely result in the translocation of some tortoises to 
this park. 


MATERIALS AND METHODS—Study site-OMP is located approximately 10 km north of 
Brooksville, Hernando County, Florida (28° 37’N, 82°20’W). The park encompasses about 150 
ha. Approximately 73% of the park is in longleaf pine-turkey oak (Pinus palustris-Quercus 
laevis) sandhill, and 19% is hardwood hammock dominated by live oak (Quercus virginiana) 
and/or laurel oak (Quercus hemisphaerica). An oldfield dominated by bahiagrass (Paspalum 
notatum) is being colonized by hardwoods and makes up about 3% of the site. A power line 
right-of-way, consisting of pasture grasses and scattered shrubs, covers 3% of the area and runs 
diagonally through the property. A small ephemeral pond dominated by maidencane (Panicum 
hemitomon) and other grasses occupies about 2% of the site. 

Acquisition of OMP by the FWC began in 1989 and was completed in 1995. Selective 
timber cuts, moderate cattle grazing and longleaf pine reforestation practices occurred in the 
past at OMP. Based on heavy fuel accumulation and oak hammock encroachment prior to 
acquisition, it does not appear that OMP was subjected to a regular prescribed burn regime. As 
FWC acquired parcels, periodic prescribed fires were conducted. OMP is surrounded by 0.8- 
to 2-ha residential tracts on the east, northwest, and south sides. Property to the north is in 
public ownership. The park is open to the public for passive, nature-based recreation, including 
hiking and wildlife viewing. 

Study efforts focused primarily on Site A, the area of greatest gopher tortoise mortality, 
and Site B, an area of low mortality (Fig. 1). Each of these sites is approximately 28 ha in 
size. 


Gopher tortoise densities—Tortoise density estimates were derived by counting active and 
inactive tortoise burrows using a belt transect method (Cox et al., 1987) and the criteria and 
correction factor developed by Auffenberg and Franz (1982). Counts were conducted throughout 
the park in December 1994 and again in June 1998 (Fig. 1). Permanent transects were estab- 
lished for subsequent counts conducted on Sites A and B in November 1998, October 1999, 
and September 2000. Approximately 14-16% of Site A and Site B was covered during each 
burrow survey. Each transect was 250 m long X 20 m wide (0.5 ha). Two to four observers 
covered parallel transects by walking the transect centerline and counting all active and inactive 
burrows within, or partially within, the belt transect 10 m either side of the centerline. Within 
a transect set, observers were spaced approximately 30 meters apart so that there was a distance 
of at least 10 m between transects. 

Density estimates were calculated (Eqn. 1): 


Tortoise Density/ha 


é Active + Inactive Burrows 


= x (Correction factor of 0.614) (1) 
(0.5 ha)(No. of Transects) 


Tortoise shell surveys—In October 1996, private contractors working in the northeast part 
of OMP noted 8 tortoise shells at various locations. Subsequently, FWC biologists began to 
note the presence of more shells. In June 1998, a complete survey of shells was conducted on 
Site A. Three observers, spaced approximately 15 to 20 m apart, traversed parallel lines search- 
ing for tortoise shells. Whenever possible, carapace length (CL) and width (CW) (+ 2.0 mm) 
of shells were measured using tree calipers. The following characteristics of each shell were 
also noted: sex (based on concavity of the plastron, with males exhibiting a higher degree of 
concavity than females-McRae et al., 1981a), position (carapace up vs. carapace down), and 
condition (degree of disarticulation). Condition classes of shells, based on modifications of 
Dodd’s (1995) disarticulation stage classification, were as follows: 

Class A (Dodd’s Stage 1 and 2)-all scutes attached with some skin and/or appendages 
attached; 


188 FLORIDA SCIENTIST [VOL. 65 


Power Line R.O.W. 


0 100 200 
a 
Meters 


Site B 


Fic. 2. Locations of tortoise shells found at Oldenburg Mitigation Park, Hernando Coun- 
ty, FL, during surveys conducted between June 1998 and September 1999. 


Class B (Dodd’s Stage 3)-2=50% of scutes attached; 

Class C (Dodd’s Stage 4)- >0 to <50% of scutes attached; sutures may be beginning to 
separate; 

Class D (Dodd’s Stages 4 and 5)-no scutes attached but shell still intact, sex determinable 
and CW and CL measurable; 

Class E (Dodd’s Stages 6 and 7)-no scutes attached, shell collapsing (disarticulating), sex 
determinable and/or CW measurable; CL not measurable; and 

Class F (Dodd’s Stages 8 and 9)-no scutes attached, shell completely disarticulated. 

Shell surveys were subsequently conducted throughout OMP, using the techniques de- 
scribed above. Locations of shells were recorded using a GARMIN Model 48 Global Position- 
ing System (GPS) unit to show the geographical extent of mortality within OMP (Fig. 2). 


RESULTS—Gopher tortoise densities—A comparison of tortoise density 
data on Site A showed a decline from 5.5 to 1.0 tortoises per ha between 
December 1994 and June 1998, whereas density on Site B, an area of low 
tortoise mortality (a total of 6 shells for all surveys combined), increased 
from 2.5 to 3.3 tortoises per ha (Fig. 3). Transects were sampled again in 
November 1998 on Site A and yielded estimates of 1.7 tortoises per ha. 


No. 3 2002] GATES ET AL.—GOPHER TORTOISE DEATHS 189 


£4) 

a = 

. . 

of Site A 
w =i 
2 Site B 
2 Lees 
(e) 


DEC 94 
JUN 98 
NOV 98 
OCT 99 
SEP 00 


Burrow Survey Date 


Fic. 3. Tortoise densities (tortoises/ha) of Site A and Site B, Oldenburg Mitigation Park, 
Hernando County, FL, based on burrow surveys conducted between December 1994 and Oc- 
tober 1999. 


Density estimates on Site B also were higher in November 1998 (5.2 tor- 
toises per ha) compared to June 1998 (3.3 tortoises per ha). To minimize 
variability due to seasonal differences, more emphasis should be placed on 
comparisons between December 1994 and November 1998. These data in- 
dicate a 70% decline in tortoise numbers on Site A, and a 108% increase 
in tortoise density on Site B. From November 1998 to September 2000, 
densities appear to be stable for both sites (Fig. 3). 


Tortoise shell surveys—A total of 87 shells was observed during a com- 
plete survey of Site A in June 1998. Data from these shells were used to 
establish time-since-death estimates. GPS locations were recorded on 83 of 
these shells (Fig. 2). None showed signs of human or animal depredation. 

A majority of shells found were males. Of 72 shells examined for sex 
determination, 55.6% were males and 27.8% were females. Sex could not 
be reliably determined for approximately 17% of shells based on plastron 
concavity alone and because several shells were highly disarticulated. Age 
class was based on size and sex with males of CL =177 mm being consid- 
ered sexually mature adults. Females of CL = 225 mm were considered to 
be sexually mature adults (Berish, unpubl. data). Of 57 shells where both 
sex and size class could be determined, 39 (68.4%) were adult males, 16 
(28.1%) were adult females, and 2 (3.5%) were subadult females. No sub- 
adult males were found in this sample. No juveniles of either sex were found. 

Carapace length was measured for 76 shells. Average CL was 244.8 mm 
(+ 30.0 mm) and ranged from 178 to 320 mm. For shells where both sex 
and age class could be determined, shells of adult males averaged 244.6 mm 
(+ 20.6 mm) and shells of adult females averaged 261.7 mm (+ 19.7 mm). 


190 FLORIDA SCIENTIST [VOL. 65 


HB A-Skin and all scutes attached 
(0-4.5 months) 


|_| B->50% of scutes attached 
(4-8.8 months) 

C-<50% of scutes attached 
(8.2-12.2 months) 

D-No scutes, sutures 
separating (10.8-19.8 months) 

=  E-No scutes, shell collapsing 
(17-52 months) 

| F-Disarticulation complete 
(35.2->52 months) 


% of shells 


Condition Class 


Fic. 4. Percent of tortoise shells observed within 6 condition classes on Site A, and 
elapsed time since death (in months), Oldenburg Mitigation Park, Hernando County, FL, in 
June 1998. 


Positions of 84 shells were as follows: 32 (38%) were carapace-side-up, 
50 (60%) were carapace-side-down, and 2 (2%) were on their side. Three 
shells were too disarticulated and scattered to determine orientation. 

All 87 shells were evaluated for carcass and shell disarticulation stage. 
Four shells (4.6%) were in Class A, 19 (21.8%) were in Class B, 33 (37.9%) 
were in Class C, 20 (23.0%) were in Class D, 4 (4.6%) were in Class E, 
and 7 (8.0%) were in Class F (Fig. 4). 

To approximate elapsed time since death, condition class data were com- 
pared to disarticulation stages discussed by Dodd (1995). Although the six 
condition classes we used are defined more broadly than the nine classes 
developed by Dodd, basic similarities allow an estimate of elapsed time since 
death. However, some differences exist. To minimize extraneous variance, 
Dodd purposely placed tortoise shells in an open, sandy area exposed to 
direct sunlight, whereas a number of shells found in this study were in shady, 
oak hammocks. Dodd’s work was conducted during drought; this study’s 
June 1998 shell survey was preceded by several months of above average 
rainfall due to an El Nino event. Disarticulation rates may be faster during 
wet periods (Dodd, 1999). Additionally, Dodd placed all tortoise shells in a 
right-side-up (carapace up) position for his study. He noted that plastrons 
remained articulated for a longer time than carapaces. We were concerned 
that position (carapace up vs. carapace down) might affect disarticulation 
rate. Therefore, only data from shells observed in a carapace-up position in 
our study were analyzed to estimate elapsed time since death, but frequency 
data by class are shown for all shells (Fig. 5). Figure 5 (excluding data for 
Class F) shows that percent of shells found within a given condition class 


No. 3 2002] GATES ET AL.—GOPHER TORTOISE DEATHS 19] 
50 


40 


__! All shells (n=87) 
Oo Shells-carapace up (n=32) 
i Shells- -carapace down (n=50) 


30 


20 


% of shells 


10 


Jan96-Class E-=__ 
Mar97-Class D 
Aug97-Class C we 

Dec97-Class B 
Mar98-Class A ma 


Est. Median Month of Condition Class 


Fic. 5. Percent of shells (total shells vs. shells-carapace up vs. shells-carapace down) by 
estimated median month of each condition class, Oldenburg Mitigation Park, Hernando County, 
FL, June 1998. 


in the carapace-up position closely approximated the percentage of shells in 
the carapace-down position (n = 5Q) and total shells (carapace up, down, 
or on side) (n = 87). This was especially true for shells in classes B, C, 
and E. 

Dodd (1995) calculated the mean duration (in months) taken to progress 
from one shell disarticulation stage to the next stage. We took the mean 
duration for Dodd’s Stage 2 to progress to Stage 3 (2.9 months) as the 
midpoint of our Class A. We then took the mean for the next change (Stage 
3 progressing to Stage 4 = 3.5 months) and added it to the mean for the 
first change (2.9 months) as the midpoint for our Class B (6.4 months), and 
so on. To estimate a range of months within which a given tortoise (based 
on shell condition class) might have died, we used the midpoint with Dodd’s 
calculated standard deviation for that stage and counted back from our June 
1998 survey. We could then approximate elapsed time since death for each 
of our classes (Table 1). Clearly, as indicated by Dodd (1995), the latter 
disarticulation stages are more variable in their length, with a distinctive 
change in rate between Classes D (Dodd’s Stages 4/5) and E (Dodd’s Stages 
6/7), when shell sutures begin to separate. There is considerable overlap in 
time intervals for Classes E and FE The midpoint of Class E was calculated 
by taking the mean duration of Dodd’s Stages 6—7 and 7-8 and taking the 
average (28.6 months). Greater variability in the duration of the latter stages 
of Class E resulted in an extended range of months that a shell could be 
categorized as such. 


192 FLORIDA SCIENTIST [VOL. 65 


TABLE 1. Elapsed time-since-death estimates of gopher tortoises at OMP, Hernando Coun- 
ty, Florida, based on shell condition class, in June 1998. 


Approx. 
time-since-death, Midpoint, 
Class Characteristics months months 
A all scutes, and some skin and/or appendages at- 0.0—4.5 2 
tached 
B =50% scutes attached 4.0-8.8 6.4 
C <50% scutes attached 8.2—12.2 10.2 
D no scutes attached, shell intact, can determine 10.8—19.8 15.3 
sex, Carapace width, and carapace length 
E no scutes attached, shell disarticulating, can de- 17.0—52.0 28.6 
termine sex and/or carapace width 
F shell completely disarticulated, cannot determine 35.2—=52.0 40.3 


sex or carapace width 


Estimated peak times of death appeared to be between June 1997 and 
October 1997, with an increase in mortality beginning as early as October 
1996 (Fig. 6). Sixty-six percent of those shells in Classes A, B, and C had 
an estimated elapsed time since death of 12 months. Ninety-seven percent 
of those shells in Classes A, B, C, and D had an estimated elapsed time 
since death of about 20 months. 

Additional complete surveys of Site A yielded eight shells in December 
1998 and nine in September 1999, indicating that mortality had continued. 
No new shells were found during September 2000 surveys. Complete sur- 


20 


SSG O 
RQ QQ WW) 
TTT SSS EC[EEG._E_ 


GGG GF\F.. s 
Ww gg» 


10 


70 
60 : 2 
50 | iA 
a ELC 
3S YY ZL 
Z EE 
YY 
Yy 
Y 
Y 
Z 
Y 


QQ QQ QM LZ 


QQ HH 
NG 


QQ KMW\"r".7". oo 


NS 


LALAVAVAWA 


Oct 97 
Jun 98 


N 
< 
—} 

ear) 


Dec 95 
Oct 96 


Time Interval (in months) 


Fic. 6. Percent of shells by time interval (range of months) among 5 condition classes, 
Oldenburg Mitigation Park, Hernando County, FL, June 1998. 


No. 3 2002] GATES ET AL.—GOPHER TORTOISE DEATHS 193 


veys of Site B yielded five shells in October 1998 and one shell in October 
1999. Only three shells in subsequent surveys showed signs of animal or 
human depredation. One shell from Site A had been damaged or cut, as 
with a saw; another shell showed signs of apparent canid predation. On Site 
B, a juvenile shell also showed signs of canid predation. Ultimately, com- 
plete shell surveys were conducted throughout OMP between March 1999 
and September 1999. Tortoise shells were noted at low densities in all but 
the two management compartments located farthest from Site A, the area of 
highest mortality (Fig. 2). No shells were observed in the extreme southwest 
corner of the park. For all surveys throughout OMP combined, a total of 
127 shells was found. 


DiIscuUSsION—Gopher tortoise colonies on Site A suffered major declines 
in numbers between December 1994 and June 1998 as shown by the 87 
shells found within this 28-ha area. Based on shell disarticulation rate esti- 
mates, the mortality event may have begun during the late summer or fall 
of 1996 and peaked between June 1997 and October 1997. These data should 
-be interpreted with caution, however, for a number of reasons: 

First, many of the shells were found in shady, oak hammocks, whereas 
all of Dodd’s shells were placed in open, exposed areas. While humidity 
may have been higher in oak hammocks at OMP, shells in these areas may 
have been exposed to less direct mechanical abrasive action from heavy 
rainfall than that to which shells in Dodd’s study were subjected. 

Secondly, overall weather patterns (drought vs. above-average rainfall) 
may have differed between Dodd’s study area and OMP and between the 
two study periods, thereby affecting decomposition and disarticulation rates. 

Thirdly, the presence of the gopher tortoise moth caterpillar (Cerato- 
phaga vicinella), which builds silk feeding tubes and feeds on scute keratins 
(Deyrup and Deyrup, 1999), may affect disarticulation rate. Feeding tubes 
were found on over 85% of the shells from Site A in this study, although 
Dodd also noted the presence of feeding tubes on some of the shells he 
monitored (Dodd, 1999). 

Burrow counts are not precise; however, they likely provide a useful 
index of trends for a given site. Broad application of the Auffenberg and 
Franz (1982) correction factor for estimating tortoise densities has been dis- 
puted and several researchers have reported the need for development of 
site-specific correction factors (Breininger et al., 1988, 1994; McCoy and 
Mushinsky, 1992); however, a declining trend in tortoise numbers on Site 
A is evident. Burrow counts indicated a substantial drop in tortoise density 
on Site A between December 1994 and June 1998. It is important to note 
that burrow transect sampling was conducted during different seasons—win- 
ter of 1994 and summer of 1998. Tortoises are generally less active in winter 
as compared to other seasons (Douglass and Layne, 1978; McRae et al., 
1981b; Diemer, 1992). However, drought prior to and during June 1998 also 
may have led to reduced tortoise activity; although burrow numbers had 


194 FLORIDA SCIENTIST [VOL. 65 


increased slightly on Site B, numbers on Site A had dropped drastically by 
June 1998. A comparison between December 1994 and November 1998 
burrow count data may be more appropriate to reduce seasonal variation. 
Moler and Berish (unpubl. report) compared total burrow counts at different 
seasons for two sites in north Florida. They found that the total of active 
plus inactive burrows increased dramatically between spring and late sum- 
mer/fall. 

Estimated tortoise numbers (based on burrow counts) on Site A appeared 
to drop 70% between surveys conducted in December 1994 and November 
1998. Conversely, tortoise numbers on Site B increased 108%. The increase 
reported for Site B may be the result of several factors. Transects sampled 
on Site B during the 1994 survey included a slightly higher proportion of 
less suitable tortoise habitat compared to transects sampled during subse- 
quent surveys. Perhaps some animals had moved from Site A to Site B. 
Indeed, the power line right-of-way provides open, grassy habitat attractive 
to tortoises and may function as a travel route to other parts of the property. 
However, we would have expected a higher level of mortality on Site B, 
comparable to that on Site A. Additional clearing and development of ad- 
jacent home sites may have driven some tortoises to seek more suitable 
habitat on Site B. Habitat conditions on Site B are somewhat better than on 
Site A. Gates (unpubl. data) noted similar total canopy cover between the 
two sites, but wiregrass cover was higher on Site B (68%) than on Site A 
(36%). However, it seems unlikely that the influence of these potential fac- 
tors combined would result in such a dramatic increase in tortoise numbers 
on Site B. 

Juveniles were conspicuously absent from both Site A and Site B; except 
for one juvenile shell with evidence of predation, no other juvenile shells 
were found, nor were any juvenile-sized burrows observed during burrow 
surveys. It is possible that juvenile shells or burrows were overlooked due 
to their smaller size, although most transect sites were fairly open (i.e., 
sparse to moderate vegetation cover) with good visibility. Predators (includ- 
ing avian species and raccoons) quickly carry off shells of smaller tortoises 
(Dodd, 1999). Softer juvenile shells also would be expected to decompose 
and disarticulate more rapidly than adult or subadult shells. 

Cause of death is open to speculation, and we offer three possible ex- 
planations for the observed mortality event; 1) illegal release of sick or 
stressed tortoises; 2) a severe disease event brought about by upper respi- 
ratory tract disease (URTD) singly or in combination with another unknown 
pathogen; or 3) a loss of carrying capacity induced by a reduction in habitat 
quality. 

Shell surveys indicated that more than 80% of the observed mortality 
occurred on <20% of the total park acreage (Site A). The number of tor- 
toises dying within a 1- to 3-year period at Site A, coupled with its proximity 
to the original park entrance, raises the possibility that sick tortoises may 
have been released at the site. It is not known how many tortoises may have 


No. 3 2002] GATES ET AL.—GOPHER TORTOISE DEATHS 195 


died underground in burrows, nor were any surveys conducted to determine 
if notable levels of tortoise mortality occurred on adjacent lands. Thus, the 
mortality event may have covered a more extensive area than revealed by 
our survey data. Unfortunately, it is not possible to verify whether or not 
the release of a large number of tortoises occurred. 

Another possibility is that the mortality event was related to factors on- 
site that adversely impacted the resident population of tortoises. This is 
supported to some degree by the large decline in tortoise numbers observed 
on Site A based on burrow counts. Counts of active and inactive burrows 
provide only an indirect estimate of tortoise density and should be viewed 
with caution. However, burrow survey data suggest a loss of 4.0 tortoises 
per ha, or 112 animals, between December 1994 and November 1998. Ob- 
served mortality based on shell counts was 104 tortoises. 

A high incidence of URTD has been documented in the OMP gopher 
tortoise population (Berish et al., 2000). This disease has been implicated 
in the mortality of 90% of the adult desert tortoise (G. agassizii) population 
of the Desert Tortoise Natural Area in California (Berry, 1997). Twenty-two 
of 29 individuals (76%) tested at OMP in July 1998 were seropositive, 
indicating that they had been exposed to Mycoplasma agassizii, a causative 
agent of URTD, and had developed a detectable immune response to this 
bacterium (Berish et al., 2000). Males suffered the highest proportion of 
observed mortality; 68% of the shells observed were adult males, as opposed 
to 28% females. If the mortality event is associated with a disease agent, it 
is not surprising that a higher proportion of males than females perished, as 
males generally have larger home ranges, disperse more widely in search of 
mates, and are more likely to engage in combat with other male tortoises 
(McRae et al., 1981b; Douglass, 1990; Diemer, 1992; Smith et al., 1997). 
In studies of URTD in tortoises at various locations, Berish and co-workers 
(2000) and Smith and co-workers (1998) found higher numbers of seropos- 
itive males than females. Seropositive individuals were found throughout 
OMP, including areas where no significant mortality was observed. Other 
disease organisms may be involved as well (Wendland, 1999). 

Finally, the amount of herbaceous cover is considered an important in- 
dicator of habitat suitability for gopher tortoises. Auffenberg and Iverson 
(1979) found that areas with herbaceous cover 280% supported 5—20 times 
more tortoises than areas with <35% herbaceous cover. Herbaceous cover 
is very low on Site A. Gates (unpubl. data) estimated that non-wiregrass 
(Aristida spp.) herbaceous cover is as low as 11—21%, with wiregrass cover 
ranging from 28-38%. This explanation seems the least plausible because 
gopher tortoises are capable of moving to more suitable habitat and sudden, 
massive mortality events due to poor habitat quality have not been previ- 
ously reported. However, McLaughlin (1997) suggested that poor habitat 
quality may contribute to stress, thereby rendering animals more susceptible 
to URTD. 


196 FLORIDA SCIENTIST [VOL. 65 


CONCLUSIONS—Monitoring of the gopher tortoise population at OMP 
will continue. Managers should conduct annual shell surveys on Site A and 
Site B to determine if mortality is continuing at a significant rate and, if so, 
what portions of the population are most affected. As part of a larger study 
being conducted at four locations in Florida, 15 tortoises tested for antibod- 
ies to M. agassizii were fitted with radiotransmitters in July 1998 so that 
they could be recaptured and re-tested to follow the progression of URTD 
and its potential impact on tortoise mortality (Berish, unpubl. data). This 
disease has been implicated in large-scale mortality events in desert tortoise 
populations, but it cannot be determined definitively to be the cause of the 
mortality event at OMP. 

Managers will continue periodic prescribed burns throughout the site to 
enhance foraging and nesting conditions for tortoises. Mechanical and chem- 
ical methods to reduce oak canopy cover in overgrown hammocks also are 
being considered. It is hoped that improving habitat conditions will encour- 
age recruitment from adjacent lands. Also, managers will initiate a public 
education effort to discourage relocation of tortoises to the park. 

Finally, resource managers should be aware of potentially significant 
tortoise mortality events at other sites. If more than a few shells are en- 
countered, managers should 1) note disarticulation class of each shell to 
estimate time-since-death, 2) note sex and age class characteristics, 3) note 
occurrence of gopher tortoise moth caterpillar feeding tubes on shells, 4) 
conduct periodic burrow surveys to estimate and track population trends, 5) 
record shell locations to determine geographic extent and spatial relationship 
of shells, and 6) test surviving tortoises in an effort to determine if exposure 
to URTD-causing agents has occurred or if active Mycoplasma spp. infection 
exists in the population. 


ACKNOWLEDGMENTS—We thank C. K. Dodd, Jr., L. Smith, P Moler, S. Linda, P. Kubilis, 
and R. Smith for their valuable comments on earlier drafts of this manuscript. We thank M. 
Deyrup for identifying and providing information on the gopher tortoise moth, C. vicinella. We 
thank R. Kawula for assistance with the figures. 


LITERATURE CITED 


AUFFENBERG, W. AND J. B. IVERSON. 1979. Demography of terrestrial turtles. Pp. 541-569. In: 
HARLESs, M. AND N. Nor.ock (eds.). Turtles: Research and Perspectives. Wiley-Inter- 
national, New York, NY. 718 pp. 

AND R. FRANZ. 1982. The status and distribution of the gopher tortoise (Gopherus 
polyphemus). Pp. 95-126. In: Bury, R. B. (ed.). North American Tortoises: Conservation 
and Ecology. U.S. Fish and Wildl. Service, Wildlife Res. Rept. 12, Washington, DC. 

BARNWELL, M. 1999. Southwest Florida Water Management District, Brooksville, FL. Pers. 
Comm. 

BERISH, J. DIEMER. 1998. Florida Fish and Wildlife Conservation Commission, Gainesville, FL. 
Pers. Comm. 

, L. D. WENDLAND, AND C. A. GATES. 2000. Distribution and prevalence of upper re- 

spiratory tract disease in gopher tortoises in Florida. J. Herpetol. 34:5—12. 


No. 3 2002] GATES ET AL.—GOPHER TORTOISE DEATHS 197 


Berry, K. H. 1997. Demographic consequences of disease in two desert tortoise populations 
in California, USA. Pp. 91-97. In VAN ABBEMA, J. (ed.). Proceedings: Conservation, 
Restoration, and Management of Tortoises and Turtles-An International Conference. 
Wildlife Conservation Society Turtle Recovery Program and the New York Turtle and 
Tortoise Society, Purchase, NY. 

BREININGER, D. R., P. A. SCHMALZER, D. A. RYDENE, AND C. R. HINKLE. 1988. Burrow and 
habitat relationships of the gopher tortoise in coastal scrub and slash pine flatwoods on 
Merritt Island, Florida. Florida Game and Fresh Water Fish Comm. Nongame Wildlife 
Program Final Rep. 238 pp. 

, P. A. SCHMALZER, AND C. R. HINKLE. 1994. Gopher tortoise (Gopherus polyphemus) 
densities in coastal scrub and slash pine flatwoods in Florida. J. Herpetol. 28:60—65. 

Cox, J., D. INKLEY, AND R. KAuTz. 1987. Ecology and habitat protection needs of gopher 
tortoise (Gopherus polyphemus) populations found on lands slated for large-scale de- 
velopment in Florida. Florida Game and Fresh Water Fish Comm. Nongame Wildlife 
Program Tech. Rep. No. 4. 69 pp. 

Deyrup, M. AND N. DeEyRup. 1999. The caterpillar that recycles tortoises. Wings 22:16—21. 

DiEMER, J. E. 1992. Home range and movements of the tortoise Gopherus polyphemus in 
northern Florida. J. Herpetol. 26:158—165. 

Dopp, Jr. C. K. 1995. Disarticulation of turtle shells in north-central Florida: How long does 
a shell remain in the woods? Am. Midl. Nat. 134:378—387. 

.1999. U. S. Fish and Wildlife Service, Gainesville, FL. Pers. Comm. 

Douc Lass, J. F 1990. Patterns of mate-seeking and aggression in a southern Florida population 
of the gopher tortoise, Gopherus polyphemus. Pp. 155-199. In: Proc. Symp. Desert 
Tortoise Council, Palmdale, CA, March 22-24, 1986. 

AND J. N. LAYNE. 1978. Activity and thermoregulation of the gopher tortoise (Gopherus 
polyphemus) in southern Florida. Herpetologica 34:359-—374. 

McCoy, E. D. AND H. R. MUSHINSKy. 1992. Studying a species in decline: Gopher tortoises 
and the dilemma of “correction factors.’’ Herpetologica 48:402-407. 

McLAuGHLIN, G. S. 1997. Upper Respiratory Tract Disease in Gopher Tortoises, Gopherus 
polyphemus: Pathology, Immune Responses, Transmission, and Implications for Conser- 
vation and Management. Ph.D. dissertation, University of Florida, Gainesville, FL. 110 
Pp. 

McRaAE, W. A., J. L. LANDERS, AND G. D. CLEVELAND. 1981a. Sexual dimorphism in the gopher 
tortoise (Gopherus polyphemus). Herpetologica 37:46—52. 

, J. L. LANDERS, AND J. A. GARNER. 1981b. Movement patterns and home range of the 
gopher tortoise. Am. Midl. Nat. 106:165—179. 

SmiTH, R. B., R. A. SIEGEL, AND K. R. SMITH. 1998. Occurrence of upper respiratory tract 
disease in gopher tortoise populations in Florida and Mississippi. J. Herpetol. 32:426— 
430. 

, D. R. BREININGER, AND V. L. LARSON. 1997. Home range characteristics of radiotagged 
gopher tortoises on Kennedy Space Center, Florida. Chelonian Cons. and Biol. 2:358— 
5: 

WENDLAND, L. 1999. Department of Pathobiology, University of Florida, Gainesville, FL. Pers. 
Comm. 


Florida Scient. 65(3): 185-197. 2002 
Accepted: January 8, 2002 


DISTRIBUTION OF AEDES ALBOPICTUS (DIPTERA: 


CULICIDAE) IN INDIAN RIVER COUNTY, FLORIDA—Lawrence J. 
Hribar), Indian River Mosquito Control District, 5655 41st Street, Vero Beach, 
FL 32967. “Current address: Florida Keys Mosquito Control District, 506 106th 
Street, Marathon, FL 33050 


ABSTRACT: The distribution of Aedes albopictus in Indian River County, Florida, was 
determined by larval and pupal collections. This mosquito is found in the eastern and central 
parts of the county, with the western portion free of infestation. Possible explanations for this 
distribution include sanitation, restricted public access, and St. John’s Marsh serving as a 
barrier to movement. 


Key words: Aedes albopictus, mosquito, Indian River County 


THE EXOTIC mosquito Aedes albopictus (Skuse) was first discovered in 
the continental United States in Memphis, Tennessee in 1983 (Reiter and 
Darsie, 1984). The first major infestation was detected in Harris County, 
Texas, in 1986 (Sprenger and Wuithiranyagool, 1986). This species reached 
Jacksonville, Duval County, Florida in 1986 (Peacock et al., 1988) and with- 
in four years it had reached Indian River County, Florida (O’Meara et al., 
1993). The introduction of this mosquito into Florida has affected the dis- 
tribution of Aedes aegypti (Linnaeus) in several areas of the state and it has 
become a species of some concern to mosquito control agencies in Florida 
(Betts, 1994; Hornby and Opp, 1994a, 1994b; O’Meara et al., 1993; Sibal, 
1994; Vargas and Prusak, 1994). Aedes albopictus is remarkable in its ability 
to utilize almost any container that can hold water as a larval habitat (Bon- 
net, 1947). In late 1996 and early 1997, the Indian River Mosquito Control 
District received a number of complaint calls regarding container-breeding 
mosquitoes. This survey was conducted to determine the distribution of Ae. 
albopictus in Indian River County, Florida. 


MetTHOoDsS—Surveillance was conducted in Indian River County from March to July 1997. 
After that time, St. Louis Encephalitis activity necessitated termination of the survey and re- 
direction of activities. Although the majority of effort was confined to areas that are part of the 
Indian River Mosquito Control District, some time was spent in other parts of the county in 
order to determine the extent of infestation. Most containers were located at illegal dump sites 
throughout the county. Other containers were inspected as they were located in neighborhoods 
or along roadsides. A sample of water was taken and returned to the laboratory where mosquito 
larvae, if any, were identified. 


RESULTS AND DISCUSSION—Aedes albopictus was found in the cities of 
Fellsmere, Indian River Shores, Orchid, Sebastian, and Vero Beach; and in 
the unincorporated communities of Gifford, Oslo, Roseland, Vero Lake Es- 
tates, Wabasso, Wabasso Beach, and Winter Beach. One hundred sixty-one 
sites were visited, one hundred ninety-six containers were sampled, and 119 


198 


No. 3 2002] HRIBAR—AEDES ALBOPICTUS DISTRIBUTION 199 


(60.7%) were positive for Ae. albopictus. Tires most often harbored Ae. 
albopictus (n = 75), followed by cemetery vases (n = 14) and buckets (n 
= 8). Other mosquito species were collected during this study: Culex ni- 
gripalpus Theobald, Cx. quinquefasciatus Say, Cx. salinarius Coquillett, and 
Wyeomyia spp. Corethrella sp. (Diptera: Corethrellidae) larvae also were 
collected. These species were most commonly collected from tires (n = 19) 
and buckets (n = 8). Two collections revealed Cx. quinquefasciatus cohab- 
iting with Ae. albopictus, and three times Cx. salinarius co-occurred. Only 
17 natural containers were sampled: 9 bromeliads; 6 tree holes; one banana 
leaf and one rock hole. Wyeomyia spp. larvae were the only mosquitoes 
collected from bromeliads. Aedes aegypti was not found in any of the con- 
tainers sampled during this investigation. 

The western part of Indian River County appears to be free of Ae. al- 
bopictus. Collections were taken at a fish camp ca. 18.4 mi west of Vero 
Beach. No Ae. albopictus were found, although other mosquitoes were col- 
lected there. Collections along SR 60 west to the Osceola County line re- 
vealed no Ae. albopictus. Attempts to locate Ae. albopictus along the north- 
western border of Indian River and Brevard Counties were unsuccessful. 
The extreme southwestern quadrant of Indian River County, adjacent to 
Okeechobee County, was not well-explored but no containers were found. 
This area is private property owned by St. John’s Water Management Dis- 
trict, with restricted public access. The St. John’s Marsh occupies a large 
portion of western Indian River County, and may serve as a barrier to west- 
ward movement of Ae. albopictus. Studies of adult mosquitoes would be 
helpful to determine what role, if any, the marsh plays in distribution of Ae. 
albopictus. The small number of artificial containers found in the western 
part of the county more probably explains the distribution of this species. 
Almost all the Ae. albopictus collected during this survey were found in 
artificial containers. Only five times were collections were made from natural 
containers, three from tree holes, and one each from a rock hole and a banana 
leaf. This reinforces the idea that sanitation is an important part of mosquito 
control, and that the public can contribute to the control of pest mosquitoes. 


LITERATURE CITED 


Betts, R. R. 1994. Aedes albopictus and Aedes aegypti: species domination in St. Johns County. 
J. Florida Mosq. Control Assoc. 65: 17-19. 

BONNET, D. A. 1947. The distribution of mosquito breeding by type of container in Honolulu, 
T.H. Proc. Hawai’ian Entomol. Soc. 13: 43-49. 

HORNBY, J. A. AND W. R. Opp. 1994a. Aedes albopictus distribution, abundance and colonization 
in Collier County, Florida and its effect on Aedes aegypti. J. Florida Mosq. Control 
Assoc. 65: 28-34. 

AND W. R. Opp. 1994b. Aedes albopictus distribution, abundance and colonization in 
Lee County, Florida and its effect on Aedes aegypti—two additional seasons. J. Florida 
Mosq. Control Assoc. 65: 21-27. 

O’MEARA, G. FE, A. D. GETTMAN, L. FE EvANS, AND G. A. CurtTis. 1993. The spread of Aedes 
albopictus in Florida. Am. Entomol. 39: 163-171. 


200 FLORIDA SCIENTIST [VOL. 65 


PEACOCK, B. E., J. P. Smitu, P. G. Grecory, T. M. LoyLess, J. A. MULRENNAN, Jr, P. R. 
SIMMONDS, L. PADGETT, Jr., E. K. COOK, AND T. R. EppIns. 1988. Aedes albopictus in 
Florida. J. Amer. Mosq. Control Assoc. 4: 362—365. 

REITER, P. AND R. FE DaARSIE. 1984. Aedes albopictus in Memphis, Tennessee (USA): an achieve- 
ment of modern transportation? Mosq. News 44: 396-399. 

SIBAL, I. H. 1994. Aedes albopictus and Aedes aegypti in Polk County. J. Florida Mosq. Control 
Assoc. 65: 15-16. 

SPRENGER, D. AND T. WUITHIRANYAGOOL. 1986. The discovery and distribution of Aedes albop- 
ictus in Harris County, Texas. J. Am. Mosq. Control Assoc. 2: 217-219. 

VARGAS, J. A. AND Z. PRUSAK. 1994. The status of Aedes albopictus within the Reedy Creek 


Improvement District, Orange County, Florida. J. Florida Mosq. Control Assoc. 65: 12— 
14. 


Florida Scient. 65(3): 198-200. 2002 
Accepted: January 15, 2002 


Biological Sciences 
IN VITRO PROPAGATION OF CONRADINA ETONIA 


CHERYL L. PETERSON! AND RUSSELL C. WEIGEL 


Department of Biological Sciences, Florida Institute of Technology, Melbourne, FL 
32901-6975 USA 


ABSTRACT: Conservation institutions worldwide such as the Royal Botanical Gardens at 
Kew (U.K.) have frequently used in vitro propagation (micropropagation) as a valuable tool 
to support the conservation of some threatened and endangered species. Although many of the 
endemic species of Florida’s scrub ecosystem are extremely rare, they have not been widely 
researched using tissue culture techniques. In this paper, the amenability of Conradina etonia, 
an endangered scrub mint species, to in vitro growth and propagation was investigated using 
shoot tips. Callus formed and grew rapidly in the presence of both cytokinins and auxins. 
Rhizogenesis from callus occurred in both the presence and absence of growth regulators. 
Induction of axillary shoots from the main explant stem occurred on media containing 3.0 mg/ 
L 6-[y, y-dimethylallylamino]purine + 0.3 mg/L indole-3-acetic acid. When excised and placed 
on fresh media, these shoots produced three to four adventitious shoots each. Subculturing the 
adventitious shoots onto media devoid of growth regulators resulted in stem elongation, leaf 
production, and occasionally root formation. The results suggest that micropropagation may 
be an option for the propagation of this species. 


Key Words: Organogenesis, micropropagation, in vitro propagation, Con- 
radina, Florida native plants, conservation 


THE GENUS Conradina (family Lamiaceae) consists of six allopatric spe- 
cies of minty aromatic shrubs (C. canescens, C. brevifolia, C. etonia, C. 
glabra, C. grandiflora, and C. verticillata), characterized by dense hairs on 
their lower leaf surfaces and by a sharply bent corolla tube in the flowers 
(USFWS, 1993). Five of the species are endemic to Florida, and one (C. 
verticillata) 1s endemic to north-central Tennessee and Kentucky. Five of 
the six species are threatened or endangered (USFWS, 1993), with the most 
rare considered to be C. etonia. 

Conradina etonia was discovered in the Etonia Scrub in Putnam County, 
Florida by Robert McCartney in September 1990. Its entire known range is 
within a subdivision containing streets and a few residences (Kral and Mc- 
Cartney, 1991). There are no known individuals on protected lands, and its 
two existing populations are on land slated for development (USFWS, 1994). 
The U.S. Fish and Wildlife service listed C. etonia as endangered in July, 
1993 (USFWS, 1993). 


'CLP’s present address is: Division of Biomedical Marine Research, Harbor Branch Oceanographic 
Institution, Fort Pierce, FL 34946 USA 


201 


202 FLORIDA SCIENTIST [VOL. 65 


Current efforts are underway at botanical gardens and institutions as- 
sociated with The Center for Plant Conservation (CPC) to understand and 
conserve Conradina etonia. The Florida plant conservation process encom- 
passes research, education, philanthropy, government, and resource manage- 
ment (including in situ and ex situ activities) in its long term goals (CPC, 
1995). One type of ex situ approach, in vitro plant propagation (micropro- 
pagation), is being increasingly recognized worldwide as a valuable method 
for augmenting conservation strategies (Krogstrop et al., 1992). Micropro- 
pagation uses a stem tip or other plant material to generate numerous plant- 
lets on culture media containing the proper nutrients and plant growth reg- 
ulators. This technique is becoming increasingly important in conservation 
because it has a minimum impact on existing populations, can yield as many 
as a million plantlets a year (Dodds and Roberts, 1995), can be used to 
propagate species whose seeds are recalcitrant (Fay, 1992), can restore fer- 
tility to infertile lines (Bramwell, 1990), can generate pathogen-free plants 
to rescue diseased collections (Fay and Muir,1990), and can provide a good 
source of plant tissue for long-term storage of germplasm (Bramwell, 1990). 
Although tissue culture has so far been applied to very few Florida native 
plants, it has already been used successfully for propagation (Kent et al., 
2000), and has the potential to be of great value to Florida’s conservation 
and restoration efforts. 

The objectives of the recovery plan for Conradina etonia include re- 
search on its biology and the propagation of sufficient numbers of individ- 
uals for introduction on protected lands (USFWS, 1994). To date, very few 
biological data have been reported for C. etonia, and its seeds are recalcitrant 
to conventional propagation (Race, 1997). The objective of our research was 
to determine the response of C. efonia explants to various growth regulators 
that might support a micropropagation protocol. It is our hope that the de- 
velopment of a successful micropropagation protocol may serve to support 
the conservation of this species. 


MATERIALS AND METHODS—Seventy apical cuttings were excised from a Conradina etonia 
shrub (accession # Cel19353) in an outdoor plot located at Bok Tower Gardens, Lake Wales, 
Florida, during the period from June 1996—September 1996. Cuttings were briefly immersed in 
isopropanol and rinsed in distilled water prior to storage at approximately 4° C until further 
treatment. Each apical cutting was trimmed to one 1.5 cm long section containing one node, 
and was surface sterilized in a laminar flow hood by a five minute immersion in 70% ethanol, 
followed by exposure to aqueous 1% benomyl + 1% captan + 0.1% mercuric chloride for 10 
minutes, and then were soaked in 20% bleach + Tween™ 20 for 15 minutes. Explants were 
rinsed in sterile distilled water between each sterilization step and prior to transfer vertically 
onto MS-CIM media. Cultures were maintained in 30 mm Pyrex™ tubes filled with 25 ml 
media and fitted with Bellco™ caps. Cultures were incubated at 25°C under a cool white 40W 
fluorescent bulb with 16 hours of light followed by eight hours of darkness. The following 
media were based on Linsmaier and Skoog’s (1965) modification of Murashige-Skoog (1962) 
medium: MS is growth regulator-free and supplemented with 10 wg/l NiSO,, MS-CIM contains 
2.0 mg/L a-naphthaleneacetic acid (NAA) with 0.3 mg/l kinetin, and MS-RM contains 0.3 mg/ 
1 indole-3-acetic acid (IAA) with 3.0 mg/l 6-[y,y dimethylallylamino]purine (2-IP). The follow- 


No. 3 2002] PETERSON AND WEIGEL—PROPAGATION OF CONRADINAE ETONIA 203 


Fic. 1. 59-day old culture of Conradina etonia on MS-RM with its callus base and two 
axillary shoots. 


ing media were based on Lloyd and McCown’s (1980) Woody Plant Medium: WPM is growth 
- regulator-free and supplemented with 10 pg/l NiSO,, WPM-CIM contains 2.0 mg/l NAA with 
0.3 mg/l kinetin, and WPM-RM contains 0.3 mg/l IAA with 3.0 mg/l 2-IP. The pH of MS- 
based media was adjusted to 5.6, the pH of WPM-based media was adjusted to 5.2, and all 
media were solidified with 0.8% TC™ agar and autoclaved for 15 minutes at 121°C. 


RESULTS—Culture establishment—Internal contaminants overran all but 
one initial culture. In the surviving culture, a 1.5 cm long stem section, 
positioned vertically into MS-CIM, formed an approximately 3/4 cm di- 
ameter brown friable callus at the stem/media interface within two weeks. 
After two more weeks, the entire callus was subcultured onto fresh MS- 
CIM because of significant media browning that accompanied callus growth. 
After another two weeks, the callus was divided into four 0.75 cm diameter 
segments. Two segments were subcultured onto WPM-CIM and one onto 
MS-CIM. The fourth segment, which included the original explant, was 
subcultured onto MS-RM to observe any effects resulting from a shift in 
exogenously applied plant growth regulators. 

In 10 days an axillary shoot emerged from one side of the initial explant, 
and a second axillary shoot emerged on the other side seven days later (Fig. 
1). When evaluated two weeks later, no further changes were evident. 


Callus cultures—Callus on MS-CIM grew faster than on WPM-CIM. 
When callus diameter reached 2.5 cm, one half of each callus was subcul- 
tured onto fresh MS-CIM, and the other half was subcultured onto MS. 
Callus growth was somewhat slower on MS. Continued browning of the 
media accompanied new callus growth on each media. Subculturing the calli 
onto fresh media at 1—2 week intervals eliminated all browning within 6 
weeks. Calli which were generated on MS were subcultured onto either MS- 
CIM, MS-RM, or MS containing only IAA, 2-IP, or 6-benzylaminopurine 


204 FLORIDA SCIENTIST [VOL. 65 


Fic. 2. Continued dedifferentiation of shoot base tissue into callus in an in vitro generated 
adventitious shoot of Conradina etonia on MS-RM, 7 days following transfer from MS-RM. 


(BAP). With the exception of MS + 2-IP, callus growth occurred on all 
media tested. The morphology of all calli, except those on MS + 2-IP, was 
medium to dark brown and friable, with the darkest calli developing on MS- 
RM and MS + IAA. New surface growth of calli on MS-RM occasionally 
appeared green, though these areas turned brown within a week. Calli on 
MS + 2-IP became flat, shiny and brown-black, and no growth was ob- 
served. Some calli developed roots within two weeks of incubation. This 
rhizogenesis occurred most frequently with calli on MS-CIM or MS, and 
less frequently with calli on WPM or MS-RM. Most rhizogenesis was in 
the form of numerous short aerial roots with infrequent occurrences of ad- 
ditional long roots extending below the media surface. 


Shoot cultures—The two axillary shoots that developed from the initial 
surviving explant were excised and transferred to fresh MS-RM. Each shoot 
grew rapidly; within two weeks, one shoot developed three adventitious 
shoots at its base and the other developed four. When each additional shoot 
attained a length of 1.5 cm, it was excised and transferred to fresh MS-RM, 
and subcultured at 2 week intervals. Following three subcultures, the basal 
tissue of each shoot began to rapidly dedifferentiate into callus (Fig. 2). 
Excising the remaining shoot tissue and transferring it to media without 
growth regulators eventually resulted in a cessation of callus formation. The 
response of shoots to growth regulator-free media included stem elongation, 
leaf formation, and in some cases, root formation, resulting in the production 
of entire plantlets (Fig. 3) (the number of shoots with this response was 
limited to 12 from one initial explant, because of fungal contamination in 
the remainder of cultures at the conclusion of this study). 


DIscUSSION—Conradina etonia is the most rare of the six Conradina 
species. No in vitro work has previously been reported on any member of 


No. 3 2002] PETERSON AND WEIGEL—PROPAGATION OF CONRADINAE ETONIA 205 


: 
= 
= 


Fic. 3. An in vitro generated adventitious shoot of Conradina etonia developing into an 
entire plantlet with roots, stem and leaves on MS, 50 days after excision from shoot explant 
on MS-RM. 


this genus. Knowledge about the in vitro response of threatened and endan- 
gered plant species enhances our ability to propagate and to culture them in 
order to study their unique cell biology and biochemistry, including possible 
valuable secondary metabolites, without disturbing sensitive wild popula- 
tions. 

Bacteria and fungi may be present on the inside of field plants, and 
surface sterilization procedures may fail to eradicate them. Accordingly, cul- 
ture contamination is a frequent occurrence in the initiation of tissue cultures 
from field explants, and the percentage of axenic initial cultures can be quite 
low. Contamination may also occur at any time during tissue culture prop- 
agation, for various reasons. In many cases, the number of initial cultures 
may be increased simply by collecting large numbers of explants (hundreds, 
for example) for culture initiation. This is usually not feasible or desirable 
to do with an endangered species. Nonetheless, if as few as one culture is 
successfully initiated, an infinite number of sub-cultures can potentially be 
derived from it. 

The medium developed by Murashige and Skoog (1962) for tobacco 
(Nicotiana tabacum) is widely used for many plant cultures. The reduced 
salinity level of Woody Plant Medium, developed by Lloyd and McCown 
(1980) for mountain laurel (Kalmia latifolia), is preferable for many woody 
plant cultures. In this study, Woody Plant Medium did not appear to be 
superior to MS medium, as modified, for the cultures of C. etonia, although 
it is a woody plant. 

Callus is an amorphous mass of undifferentiated cells that are often 
rapidly dividing. Callus occurs in nature following tissue damage, and can 
be induced experimentally with a combination of media and growth regu- 
lators appropriate for the species. Callus production is important in tissue 
culture, because callus can differentiate into organized structures such as 
roots (rhizogenesis), stems (caulogenesis), and somatic embryos, and can 


206 FLORIDA SCIENTIST [VOL. 65 


also produce valuable secondary products such as flavors, fragrances, and 
drugs. 

Conradina etonia callus was readily initiated in this study. The callus 
cultures gave rise to roots but not shoots. Callus media contained auxins 
(IAA and NAA), cytokinins (kinetin, 2-IP, BAP), cytokinins plus auxins, or 
were growth regulator-free. In culture, auxins typically promote cell growth 
and root initiation, whereas cytokinins promote cell division and shoot ini- 
tiation. Root formation only occurred in the presence of both auxins and 
cytokinins, and on medium devoid of growth regulators. 

All callus growth occurring within six subcultures of the initial callus 
culture was accompanied by significant media browning. Although the rea- 
son for the browning was not determined, one possibility is the production 
of phenolic compounds by the callus cells. Plant polyphenol oxidase and 
tyrosinase are activated by tissue injury, such as the excision of a stem tip 
for use as an explant. These enzymes oxidize phenolic compounds, resulting 
in the presence of dark colored compounds in the media that can be inhib- 
itory to growth (Dodds and Roberts, 1995). Repeatedly subculturing onto 
fresh media at two week intervals eliminated all browning. 

Peterson (1998) reported that calli derived from in vitro grown leaves 
appeared to be rapidly growing, were light green, friable, and had white 
crystalline surface areas. These calli were morphologically distinct from the 
calli generated from the initial in vivo grown shoot tip explant, which were 
medium to dark brown. None of the callus cultures derived from in vitro 
grown leaves exhibited evidence of media browning. Because callus of Con- 
radina etonia forms, grows readily, and demonstrates organogenesis, this 
species may be amenable to further tissue culture research which includes 
a callus stage. 

Axillary shoots were readily induced from the main Conradina etonia 
explant. Repeated subculturing of these shoots resulted in the repeated pro- 
duction of several adventitious shoots at their bases. When subcultured onto 
MS-RM, the shoot base tissue began dedifferentiating into callus. When 
subcultured onto MS without growth regulators, no dedifferentiation oc- 
curred, and shoot initiation occurred at a reduced rate. When transferred to 
MS, these shoots responded with vigorous stem elongation and leaf produc- 
tion. Therefore, subculturing newly regenerated shoots from MS-RM onto 
growth regulator-free MS permitted continued shoot growth while avoiding 
basal tissue dedifferentiation. In addition, root formation was observed in 
these shoot cultures on MS. In this way, cultures of C. etonia with the 
appearance of entire plantlets were produced in vitro, demonstrating that this 
species may indeed be amenable to successful micropropagation. Although 
this first step has been achieved, many challenges remain before plantlets 
can be routinely produced in vitro, acclimated to field conditions, and es- 
tablished in safe field habitats. 

Described here for the first time is the amenability of a Conradina spe- 
cies, C. etonia, to callus formation and micropropagation. Callus grew well 


No. 3 2002] PETERSON AND WEIGEL—PROPAGATION OF CONRADINAE ETONIA 207 


on MS-CM and MS-RM, and demonstrated the capability for organogenesis. 
Axillary shoots were produced from stem tip explants on MS-RM, multi- 
plied through the formation of adventitious shoots, and developed into full 
plantlets on MS. It should now be possible to develop a successful micro- 
propagation protocol for this species which may be applicable to the other 
threatened or endangered Conradina species. 


ACKNOWLEDGMENTS—We thank Margaret Hames, who first brought the genus Conradina 
to our attention, and Tammara Race, Curator of Endangered Species at Bok Tower Gardens in 
Lake Wales, Florida, for providing access to her plots for sample collection and for her expertise 
and generosity. 


LITERATURE CITED 


BRAMWELL, D. 1990. The role of in vitro cultivation in the conservation of endangered species. 
Pp. 3—15. Jn: HERNANDEZ-BERMEJO, J. E., M. CLEMENTE, AND V. HEYwoop (eds.), Con- 
servation Techniques in Botanic Gardens. Koeltz Scientific Books. Koenigstein, Ger- 
many. 

CPC (CENTER FOR PLANT CONSERVATION). 1995. An Action Plan to Conserve the Native Plants 
of Florida. St. Louis, MO. 50Op. 

_Dopps, J. H. AND L. W. RoBerts. 1995. Experiments in Plant Tissue Culture, 3rd ed. Cambridge 
University Press. New York, NY. 

Fay, M. FE 1992. Conservation of rare and endangered plants using in vitro methods. In Vitro 
Cell. Dev. Biol. 28P:1—4. 

AND H. J. Murr. 1990. The role of micropropagation in the conservation of european 
plants. Pp. 27—32. In: HERNANDEZ-BERMEJO, J. E.. M. CLEMENTE, AND V. HEYwoop (eds.), 
Conservation Techniques in Botanic Gardens. Koeltz Scientific Books. Koenigstein, Ger- 
many. 

KENT, D. M., A. H. MCKENTLYy, J. B. ADAMS, AND M. A. LANGSTON. 2000. Tissue culture and 
outplanting of rare Florida scrub plant species. Ecol. Rest. 18(4):249-—253. 

KRAL, R. AND B. MCCARTNEY. 1991. A new species of Conradina (Lamiaceae) from north- 
eastern peninsular Florida. SIDA 14:391-—398. 

KROGSTRUP, P., S. BALDURSSON, AND J. V. NORGAARD. 1992. Ex situ genetic conservation by use 
of tissue culture. Op. Bot. 113:49-—53. 

LinsMargR, E. M. AND FE Sxkooa. 1965. Organic growth factor requirements of tobacco tissue 
cultures. Physiol. Plant. 18:100—127. 

LLoyD, G. AND B. McCown. 1980. Commercially feasible micropropagation of Mountain Lau- 
rel, Kalmia latifolia, by use of shoot-tip culture. Proc. Inter. Plant Prop. Soc. 30:421-— 
427. 

MURASHIGE, T. AND EF Skooa. 1962. A revised medium for rapid growth and bioassays with 
tobacco tissue cultures. Physiol. Plant. 15:473—497. 

PETERSON, C. 1998. Analysis of the Essential Oils, Leaf Ultrastructure, and the Jn Vitro Growth 
Response of the Mint Genus Conradina. Masters thesis. Florida Institute of Technology. 
Melbourne, FL. 

RAcE, T. 1997. Bok Tower Gardens, Lake Wales, FL. Personal communication. 

USFWS (U. S. FisH AND WILDLIFE SERVICE). 1993. Endangered and Threatened Wildlife and 
Plants; Endangered or Threatened Status for Five Florida Plants. Fed. Reg. 58:37432- 
37443. 

. 1994. Recovery Plans for Etonia Rosemary (Conradina etonia). U. S. Fish and Wildlife 

Service, Atlanta, GA. 


Florida Scient. 65(3): 201—207. 2002 
Accepted: March 6, 2002 


Biological Sciences 


SEASONAL DISTRIBUTION OF MANATEES, 
TRICHECHUS MANATUS LATIROSTRIS, IN DUVAL 
COUNTY AND ADJACENT WATERS, 
NORTHEAST FLORIDA 


A. QUINTON WHITE, GERARD E PINTO, AND AMY P. ROBISON 


Department of Biology and Marine Science, Jacksonville University, 
2800 University Blvd. N., Jacksonville, FL 32211 


ABSTRACT: Aerial surveys of manatees (Trichechus manatus latirostris) were conducted 
between March 1994 and May 1998 to assess temporal trends in counts and activities of 
manatees in the Lower St. Johns River (LSJR) and Atlantic Intracoastal Waterway (ICW). More 
manatees were observed in the LSJR compared to the ICW. Most (50-79%) manatees in LSJR 
were engaged in resting activity, followed by traveling (17-21%) and feeding (11-21%), with 
few observed cavorting (4—10%). In the ICW, manatees engaged in traveling (8—76%) and 
resting (I1S—89%) predominantly, with little feeding (O-11%) and no cavorting. This suggested 
that the ICW was used primarily as a travel corridor for seasonal north/south migrations. 
Seasonal analysis revealed that manatees were distributed throughout most of the study area 
except in winter months, when manatees congregated at industrial sites that discharge warm- 
water (information about manatee usage of these sites is also discussed). Manatee seasonal 
distribution was correlated with high concentrations of tape grass (Vallisneria americana) which 
is a preferred food source for manatees. Most manatees were distributed within 91 m from 
shore and used the protected areas near lines of private and commercial docks to rest, feed, 
travel and cavort. 


Key Words: Aerial survey, endangered species, Duval County, Florida, 
Florida manatee, distribution, abundance, behavior, Trichechus manatus la- 
tirostris, West Indian manatee 


FLORIDA manatees (Trichechus manatus latirostris) occur in the St. Johns 
River, Duval County, in northeastern Florida and are considered one of the 
most endangered marine mammals in the U.S. (Garrott et al., 1994). Water- 
craft collisions have been identified as the largest human-related contributor 
to manatee mortality (Ackerman et al., 1995; Wright et al., 1995; Marmontel 
et al., 1997). Regulations governing the speed of watercraft have been the 
main mechanism used by conservation agencies to minimize the effect of 
watercraft on manatees. Manatees are protected as endangered species by 
state and federal laws because mortality rates throughout Florida are con- 
sidered too high for successful recovery of manatee populations (Marmontel 
et al., 1997). In 1989, the State of Florida identified 13 counties in which 
high rates of manatee mortality had occurred. These counties were required 
to develop conservation measures to reduce manatee mortality (Department 


208 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS 209 


of Natural Resources, 1989). Duval County ranked fourth highest among 
these counties in number of manatee deaths from 1974 to 1998 (Florida 
Department of Environmental Protection, Bureau of Protected Species Man- 
agement. Unpubl. Data). Prior manatee studies in northeastern Florida in- 
clude Irvine and Campbell (1978), Hartman (1979), Rose and McCutcheon 
(1980) and Kinnaird (1985). Data from these studies did not represent a 
continuous record and published information on manatee populations in Du- 
val County was limited in that respect (Valade, 1991). Kinnaird (1985) flew 
a comprehensive survey of northeast Florida (July 1982—June 1983) encom- 
passing Duval, St. Johns, Flagler, and Volusia Counties and Valade (1991) 
flew a two-year study covering Duval County waters (May 1988—April 
1990). 

The City of Jacksonville was required by the State of Florida to develop 
a Manatee Protection Plan. A database of manatee statistics was compiled, 
including habitat use, water quality, occurrence at over-wintering sites, and 
use of travel corridors. As a part of that research, aerial surveys were con- 
ducted to assess the distribution of manatees in Duval County and adjacent 
waters. 

Aerial surveys have been used to monitor Florida manatees since 1967 
(Hartman, 1979). Methods for mapping manatee distribution have undergone 
many changes in an effort to accurately document population size and move- 
ments. Aerial surveys are still considered the most cost-effective method for 
estimating numbers and location of manatees in large areas like Duval Coun- 
ty Uirvine, 1982; Ackerman, 1995). Lefebvre and co-workers (1995) have 
reported that accuracy in estimating trends in manatee population size is 
limited because of visibility and sampling biases. As a result, counting man- 
atees from a plane is considered to be a conservative estimate of manatee 
numbers and distribution. Surveys provide a snap-shot record of spatial dis- 
tribution and habitat use and have been used in support of conservation 
efforts (Ackerman et al., 1995). 


MeETHODs—Aerial surveys consisted of two flight routes within Duval County: (1) the 
Atlantic Intracoastal Waterway (ICW) covering the area from just north of Nassau Sound to 
Palm Valley, including the mouth of the St. Johns River at Mayport, Blount Island, and ex- 
tending inland to the mouth of the Trout River (Fig. 1); (2) the Lower St. Johns River (LSJR) 
and associated tributaries from the Trout River to Julington Creek, including Doctor’s Lake. 
We attempted to do both surveys on the same day but this was not always possible. In some 
cases surveys were separated by two or three days because of unfavorable weather conditions 
or aircraft mechanical problems. Survey altitude averaged 152 m and air speed was maintained 
at about 138 km/hr. Time was spent circling around marinas and warm-water effluents to obtain 
the most accurate count. Aerial surveys were conducted on an average of twice each month 
(Table 1) similar to methods used by researchers in the past (Kinnaird, 1985; Packard, 1985: 
Ackerman, 1995). Surveys used a Cessna 172 high-wing aircraft. Pilots were experienced in 
low-altitude, slow-speed flight that required doing circles over areas where groups of manatees 
were observed or likely to be observed. The primary observer occupied a front seat in the 
aircraft and used polarized sunglasses to reduce glare reflecting from the water surface. 


210 FLORIDA SCIENTIST [VOL. 65 


To.Containerboard Corp. 


NASSAU CO, ne ) Fernandina 
' Nassau N 
LSUR\. Icw Sound 
Trout 
River Blount 
ATLANTIC OCEAN 


Be WR d 
Ribault River SD 


Jefferson Srourfit 
JEA Kennedy 


Mayport : 


G “ 
q A 
aa cs 


Herlong =e 
et River : i 
of JEA Southside Wes ‘ 
Ortega } \ 
River y BN 
ath i 
DUVAL CO. 
CLAY CO 
Julington 
Creek \ 
": DUVAL CO. Paim Valley 
ST.JOHNS CO. 
7 0 7 14 Miles 


 _ 


Fic. 1. Map of the study area showing the location of St. Johns River and Intracoastal 
Waterway flight paths, Duval County, Florida. 


TABLE |. Summary of the total number of aerial surveys in which manatees were ob- 
served, and single highest day counts by year (1994-1998). 


Year No. of surveys Adults Calves Total % Calves SHDC'! 
LSJR 
1994? [9 783 67 850 7.88 113 
L995 22. 583 36 619 5.82 76 
1996 21 706 92 798 ess 124 
1997, 23 PS 89 1202 7.40 136 
19983 9 62 1 63 SG) — 
ICW 
19947 2 74 Gl 81 8.64 D3 
1995 23 79 6 85 7.06 24 
1996 23 84 lig 95 11.58 16 
1997 24 73 10 83 12.05 20 
1998? 9 © 2 IL 18.18 — 


' SHDC = Single Highest Day Count. 
2 March to the end of December. 
3 January to the end of May. 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS 211 


We recorded water temperature (CC) each week at the Jacksonville University dock (Fig. 
1) using a Yellow Springs Instrument dissolved oxygen meter with thermistor (model 51B, YSI 
Incorporated, Yellow Springs, Ohio 45387). Measurements were recorded between 2 PM and 
4 PM. We recorded tidal stage at the beginning of each aerial survey as high, medium (rising 
or falling) or low. Determinations were based on NOAA tide tables. 

Air temperatures (°C), weather, air visibility, and wind speed (knots) and direction (com- 
pass bearing) were recorded at the beginning of the survey from National Weather Service 
information at Herlong Airport. In addition we recorded the survey date, Flight company, plane 
number, survey area, names of pilot and observer and survey start and end times. 

We circled groups of manatees several times to increase the probability of spotting all 
individuals. Number and location of adults and calves and their behavior were recorded on U:S. 
Geological Survey 1:24,000 maps. Calves were defined as manatees less than or equal to half 
the size of the adult with which they were associated (Irvine, 1982). Surveys were not conducted 
when dense clouds, fog, smoke from fires, rain, or winds greater than 37 km/hr occurred. 

Manatees swimming in a discernable direction were considered to be traveling. Resting 
animals appeared motionless on the bottom. In contrast, animals that were feeding stirred up 
mud and food debris around them. Cavorting manatees were observed swimming in close 
proximity to each other and caused considerable turbulence and turbidity in the water. 

We recorded the number of manatees at warm-water effluents between December—March. 
These sites included the Jacksonville Electric Authority’s Southside and Kennedy power plants 
(Fig. 1) which we surveyed at ground level from the bank of The St. Johns River on a daily 
basis around 11 AM. We also surveyed Jefferson Smurfit’s paper mill in Jacksonville and The 
Containerboard Corporation of America’s paper mill in Fernandina, Nassau County, by aerial 
survey twice per month. 

We entered data into a Geographical Information System (GIS) data base as x-y coordi- 
nates in Geographic projection. Points were input by the observer working from the U.S. 
Geological Survey 1:24,000 maps. Each point represented a sighting of one or more manatees. 
Other Windows-based software used included ArcView 3.1, (Environmental Systems Research 
Institute, Inc., Redlands, CA). Statistical software used was Minitab 10.1 for Windows, (Minitab 
Incorporated, State College, PA). Manatees migrating into or out-of the study area tended to 
use the ICW in early spring or late summer, respectively. Manatees remaining in the study area 
tended to be concentrated in the St. Johns River during most of spring and summer. We created 
two data sets in order to analyze the LSJR and ICW data separately because manatees use these 
systems differently. 

In the statistical analysis we used as the dependent variable the natural log (count+1) of 
the total number of manatees observed per flight. The reason for transforming the data was to 
correct for uneven variances in the data and avoid the log of zero. Zero counts frequently 
occurred in winter months so it was important to consider them. We counted the number of 
manatees occurring in seasons as follows: spring (March—May), summer (June—August), fall 
(September—November) and winter (December—February). We modified the year variable so 
that the month of December for a given year was included as part of the data for the following 
year (e.g., December 1996 was included with 1997, etc.). Step-wise regression analysis deter- 
mined which variables explained the most variation in the data. Water temperature, tidal stage, 
season (forced into the analysis as dummy variables), month and year were the independent 
variables tested. Numeric values were assigned to the tide data as follows: Low (L) = 1, 
Medium (M) = 2 and High (H) = 3. Step-wise regression may have interpreted the numeric 
values as having some numeric significance so an ANOVA was conducted with The natural 
log (count +1) as dependent variable and tide as an independent variable to check this. We 
produced box plots of mean counts of manatees by season and year showing 5% and 95% 
confidence intervals. We also produced seasonal box plots of the percentage frequency of 
manatees engaged in traveling, resting, feeding or mating activity showing 5% and 95% con- 
fidence intervals. Numbers represent the percent frequency of behaviors encountered within 
seasons based on the total number of manatees observed within seasons. 


2112 FLORIDA SCIENTIST [VOL. 65 


TABLE 2. Mean total number of manatees observed in The Lower St. Johns River and 
The Intracoastal Waterway, March 1994—May 1998.* 


Season N flights Mean total number StDev 
LSJR 

Winter 24 0.39 a 0.611 

Spring 28 14.46 b, d 1.566 

Summer De 67.92 c 0.494 

Fall 20 26.39 c, d 1.279 
ICW 

Winter 25 21 a, ¢ 0.921 

Spring Di ASD t€ 0.903 

Summer 18 1.88 a, b, c, d 0.723 

Fall 16 0.62 a, c, d 0.630 


* Means with the same letter are not significantly different. LSJR (F = 53.43, df = 3, 91, P = 0.0005); 
ICW (F = 8.35, df = 3, 85, P = 0.0005); StDev = Standard deviation; Pooled StDev = 0.830. 


RESULTS—Lower St. Johns River—Step-wise regression indicated season 
(R? = 64.8%) and water temperature (R? = 78.4%) accounted for most of 
the variation in the data. Tidal stage was not a significant factor affecting 
manatee distribution (P = 0.2). ANOVA on total count [natural log (count 
+ 1)] and season indicated season was significant (df = 3, 91, F = 53.4, P 
= 0.0005). Fisher’s LSD test of means (Minitab 10.1 for Windows, Minitab 
Incorporated, State College, PA) indicated a significant difference among 
seasons except for spring and fall (Table 2). 

Box plots of the total count [natural log (count + 1)] by season within 
each year in the LSJR showed variances between mean summer and winter 
counts to be small in comparison to variances associated with mean spring 
and fall counts. Counts in summer were significantly higher than in winter 
(P = 0.05). Mean counts for spring and fall showed greater variances but 
were not significantly different from each other over the duration of the 
study (Fig. 2). 

Box plots of the percentage of manatees observed in the LSJR engaged 
in traveling, resting, feeding and cavorting, by season indicated that between 
17-21% of animals were engaged in traveling activity during all seasons. 
Between 50-79% of animals were engaged in resting behavior. Between 
11-21% of animals engaged in feeding activity during spring, summer and 
fall with no animals observed feeding in winter. From 4 to 10% of animals 
were engaged in cavorting during spring, summer and fall over the course 
of the study. No manatees were observed mating in winter (Fig.3). 


Atlantic Intracoastal Waterway—Step-wise regression indicated that 
winter, spring and summer accounted for most of the variation in the data 
(R* = 24.4%). Tide was not a significant factor affecting manatee numbers. 
Regression analysis indicated that there was no significant interaction be- 
tween water temperature and season in the ICW. Also, the winter water 
temperature was significant (P = 0.03) and appeared different from the other 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS 213 


147 


Number of manatees 


SP SU FA WI SP SU FA WI SP SU FA WI SP SU FA WI SP 
1994 1995 1996 1997 1998 


Season / Year 


Fic. 2. Mean counts (horizontal lines) of manatees in Lower St. Johns River by season 
and year between spring 1994 and spring 1998. Vertical lines indicate minimum and maximum 
counts. Boxes indicate 5% and 95% confidence intervals for the mean. Summers are shaded 
black; winters gray; springs and falls are not shaded. The y-axis represents numbers converted 
from a log scale. On the x-axis SP = Spring; SU = Summer; FA = Fall; WI = Winter. 


seasons. Fewer observations were made on fewer manatees during winter 
months. 

ANOVA on total count [natural log (count +1)] and season indicated 
season was significant (df = 3, 82, F = 8.4, P <= 0.0005). Tukey’s pairwise 
comparisons of means indicated that there was no difference between sea- 


Traveling Resting Feeding Cavorting 


100 
80 


6 


jo) 


4 


oO 


2 


jo) 


0 = 
WI -SP SU FA WI SP SU FA WI SP SU FA WISP Ssue, EA 


Season 


Fic. 3. Percent frequency of manatees engaged in traveling, resting, feeding and cavort- 
ing activity by season in LSJR, Duval Co., Florida between 1994-1998. Horizontal lines in- 
dicate the mean. Vertical lines indicate minimum and maximum. Boxes indicate 5% and 95% 
confidence intervals of the mean. On the x-axis SP = Spring; SU = Summer; FA = Fall; WI 
= Winter. 


214 FLORIDA SCIENTIST [VOL. 65 


147 


Number of manatees 


iY sahil "ei 


FA WI FA WI SP SU FA WI 
1994 1995 : a 1997 an 


SP SU FA WI 


Year / Season 


Fic. 4. Mean counts (horizontal lines) of manatees in the Intracoastal Waterway by sea- 
son and year between spring 1994 and spring 1998. Vertical lines show minimum and maximum 
counts. Boxes show 5% and 95% confidence intervals of the mean. Summers are shaded black; 
Winters are shaded gray; Spring and Fall are not shaded. The y-axis represents numbers con- 
verted from a log scale. On the x-axis SP = Spring; SU = Summer; FA = Fall; WI = Winter. 


sons except for spring (Table 2). Spring counts were significantly higher 
than those in fall and winter (P = 0.05). Confidence intervals showed over- 
lap between spring and summer. An ANOVA was conducted to explore the 
interaction of season and year and was significant (df = 16, 69; F = 3.4 
and P <= 0.0005). Tukey’s pairwise comparison of means indicated that the 
number of manatees observed was not significantly different among seasons. 
No difference was indicated between winter seasons by year except for the 
winter of 1997, which was significantly different from winter of 1996 (P = 
0.05) and all springs except for an overlap with the spring of 1998. Fall 
counts were significantly lower in 1995 and 1997 than in the other years. 

Box plots of the total count [natural log (count + 1)] by season within 
year indicated variances between seasons over the study period were rela- 
tively larger and uniform than fall 1994 and 1995. Mean number of animals 
seen in fall and winter seem to have declined over the study period. Summer 
variances were significantly smaller than winter variances (P = 0.05). 
Springs were not significantly different from other seasons except fall 1995 
and fall and winter 1997. Summers were not significantly different from 
other seasons except for winter 1997 (Fig. 4). Falls were not significantly 
different from other seasons except winter 1997. Fall variances were smaller 
in 1994 and 1995 and larger in 1996 and 1997. Winters were not signifi- 
cantly different from other seasons except winter 1997. Winter variances 
were larger in 1994 and 1995 and smaller in 1996 and 1997. 

Box plots of the percentage of manatees engaged in traveling, resting, 
feeding and cavorting indicated 8% of animals were traveling during winter 
which was significantly different from spring and summer but not fall. 
Spring (53%), summer (76%) and fall (41%) percentages were not signifi- 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS 215 


Traveling Resting Feeding Cavorting 


100 


80 


60 


40 


20 


Season 


Fic. 5. Percent frequency of manatees engaged in traveling, resting and feeding activity 
by season in ICW, Duval Co., Florida between 1994-1998. Horizontal lines indicate the mean. 
- Vertical lines indicate minimum and maximum. Boxes indicate 5% and 95% confidence inter- 
vals of the mean. On the x-axis SP = Spring; SU = Summer; FA = Fall; WI = Winter. 


cantly different. In winter, 89% of animals were observed resting which was 
a significantly higher percentage than in spring and summer but not fall. 
Spring (34%), summer (18%) and fall (59%) were not significantly different 
from each other. Fall had the greatest variances for traveling and resting 
animals compared to the other seasons. Low numbers of animals were ob- 
served feeding in the ICW during winter (3%), spring (11%) and summer 
(7%) which were not significantly different from each other. No animals 
were observed feeding during the fall (Fig. 5). 


Warm-water refuges—Daily ground surveys in winter showed manatees 
remaining in the study area assembled in groups at 3 warm-water outfalls. 
Jacksonville Electric Authority’s Southside (JEAS) and Kennedy Generating 
Stations (JEAK) and Jefferson Smurfit’s paper mill are located within an 11 
km radius of downtown Jacksonville (Fig. 1). Power plants operated inter- 
mittently during cold weather each year and manatees moved between them 
(Fig. 6). In 1994, the total daily count of manatees varied from O—21 animals 
at JEAS between 11/29 to 12/14. These animals then moved 9 Km from 
JEAS to JEAK over 4 days, when JEAK began to produce electricity and 
the JEAS plant went off-line. Total daily count of manatees varied from O-— 
21 animals between 12/15 to 12/24 (1994). On 12/29, a total of 15 animals 
were recorded by aerial survey at JEAS, none were observed at JEAK. In 
1995, total daily count varied from O—9 animals between 11/11 to 11/19 at 
JEAS. A total of 2 animals were observed at JEAK on 12/24, none at JEAS. 
In 1996, total daily counts varied from O—19 animals between 11/11 to 11/ 
22 at JEAS. A total of 3 animals were seen at JEAK from 11/29 to 11/30, 


DNG FLORIDA SCIENTIST [VOL. 65 


—o- JEAS —e— JEAK —o— CONTAINER CORP. | 

3 25 - 

~ 20 4 

iS 15 5 ° 

cS 10 - © 

8 54 . 

5 O tan Tr a TITTTIIT ITT TTT IT TTT) 
- fee) w N oO oO ~ oO wv - [oe) N (o>) co ioe) [@) wv - co 

- N N om wv uw) wo oO ~ ~ Cc oO) oOo =) = N N Se SE SSE 

11/11/94 Days 03/03/95 

g 25 = 

2 20 | 

Cc i 

© 15 - 

6 104 

ik seis 

S$ @) a 
- cO wo N [o>) (ce) oO oO | ad wv - co wo N oO oO 9 oO ~ wt - co 

- N N ~- wv w) wo oO ~~ ~w ce o ao So we N N Ge SE x 

41/11/95 Days 04/10/96 


Number of manatees 


11/11/96 Days 04/11/97 


Fic. 6. Manatees recorded using daily ground surveys for 150 day period each winter, 
beginning 11 November to April 11, 1994—1996, at Jacksonville Electric Authority’s Southside 
(JEAS) and Kennedy (JEAK) Generating Stations in downtown Jacksonville, Duval County, 
Florida. Manatees sighted at Containerboard Corporation of America, Nassau County, Florida 
were recorded by aerial survey. 


none at JEAS. In 1997 no manatees were observed at JEAS or JEAK. AI- 
though manatees have been seen at Jefferson Smurfit’s paper mill, none were 
observed on bi-weekly aerial surveys in winter. Manatees were observed at 
Containerboard Corporation of America (CCA), Fernandina, Nassau County 
between January to April (1995—98) using aerial surveys twice per month. 
In 1998, no manatees were observed at this site. 

The spatial distribution of manatee groups appeared to be the same 
from year to year. Observations about the seasonal distribution of animals 
were demonstrated more effectively when displayed on GIS maps (Fig. 7— 
10). Each dot on these maps indicates one or more manatees and the maps 
are a representative sample of one year of five (1997) depicting that dis- 
tribution. 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS JL Ff 


ATLANTIC 
OCEAN 


“ DUVAL CO. 


ST. JOHNS CO. 


20 Miles 


| 
[earameelarie Os 


Fic. 7. Aerial sightings of manatees in Spring of 1997, Duval Co., FL. 


DiscUssiIoN—Data were analyzed separately for two reasons: (1) Man- 
atees used the LSJR and ICW differently; (2) The LSJR data set was larger 
and more robust because of more sightings in comparison to the ICW data 
set. Manatees used the ICW primarily as a travel corridor during their north/ 
south migration. Increased use was seen in spring as manatees moved north 
into the study area and in winter when the animals moved south out of the 
study area—except for the winter of 1998 when manatees migrated earlier 
because of an earlier onset of cold weather that year (Fig.4). These obser- 
vations are supported by Valade (1991) who reported that the ICW was used 
aS a migratory route for manatees along the east coast of Florida and south 
Georgia and that increased numbers of sightings in the ICW were staggered 
one month ahead of increased sightings in the LSJR. Valade (1991) also 
reported that manatee distribution in LSJR was correlated with food resourc- 
es. We found that most manatees were observed in shallow, near-shore hab- 
itat with abundant tape grass. This has been reported by others (Irvine, 1982; 
Kinnaird, 1983; Ackerman, 1995). 

Increased spring and summer sightings are not attributed to an influx of 
animals from Blue Springs (170 Km further south within the St. Johns River 
system). Satellite telemetry indicates that animals moving into the LSJR 
were Florida’s east coast animals migrating north/south each year (Deutsch 
et al., 2000). Scar pattern identification suggests significant numbers of man- 
atees are part of the Atlantic sub-population and that in the last decade, only 


218 FLORIDA SCIENTIST [VOL. 65 


SUMMER 
(N=577) 


ATLANTIC 
OCEAN 


ST. JOHNS CO. 


20 Miles 


Fic. 8. Aerial sightings of manatees in Summer of 1997, Duval Co., FL. 


One manatee has been identified as coming from the Blue Springs population 
that has been recovered dead in Duval County (Beck, 2000). 

Manatees were distributed throughout the LSJR and ICW in spring (Fig. 
7). Highest concentrations of manatees occurred south of the Fuller Warren 
Bridge (east and west banks) and Doctor’s Lake in summer where significant 
quantities of submerged aquatic vegetation exist (Fig. 8). During spring and 
summer, manatees with new calves were consistently seen in the back waters 
of tributaries. These areas may provide more shelter than the open river. In 
late summer and fall, manatees tended to be seen in the main stem of LSJR 
(Fig. 8-9). This may be caused by tributary waters becoming too warm and 
possibly uncomfortable for manatees. In winter, few manatee sightings oc- 
curred because most animals moved south of Duval County (Fig. 10). 

Manatees engaged in traveling, resting, feeding and cavorting during all 
seasons in LSJR. Manatees spent most of the time resting, followed by 
traveling and feeding and the least time was spent cavorting. In winter it 
was difficult to find manatees feeding because manatee abundance was low 
and distribution was not at the grass beds. No manatees were observed 
cavorting in winter (Fig.3). In the ICW, manatees spent most of the time 
traveling, followed by resting and then feeding (Fig. 5). Number of manatees 
traveling in winter was low because of low abundance and the fact that they 
tended to congregate at warm-water sources. We observed little or no sub- 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS 219 


Be NASSAU CO A 
(N=297) l 


ATLANTIC 
OCEAN 


ST. JOHNS CO. 


10 0 10 20 Miles 


Fic. 9. Aerial sightings of manatees in Fall of 1997, Duval Co., FL. 


merged aquatic vegetation in the ICW, which may be the reason for finding 
low numbers of manatees feeding there. 


Warm-water refuges—Data provided some information about the num- 
ber of manatees using power plant effluent each year. No more than 25 
animals per survey were observed at power plants. Kinnaird (1983) reported 
seeing up to 13 animals in the warm water out-falls of two generating sta- 
tions and one industrial plant in Jacksonville. Moreover, Kinnaird and Valade 
(1983) maintain that these aggregations are unstable and are made up of 
transient animals. The reason for manatees congregating at these plants was 
in part due to Jacksonville Electric Authority (JEA) conducting on site test- 
ing of power plant facilities in November. In 1997, JEA refrained from 
testing their plants in November. As a result, manatees were not drawn to 
the thermal effluent and proceeded to move out of the area. Manatees sighted 
at Containerboard Corp. of America, Nassau County, did not exceed 15 
animals in 1994 or 6 in 1995—96. In 1997 Containerboard Corp. installed 
diffusers on their thermal effluent pipe and no manatees were sighted. 

There is a strong seasonal distribution of manatees in Duval County, 
Florida. Analysis of aerial survey data supports the conclusion that manatees 
migrate into northeast Florida during the spring, remaining throughout the 
summer and migrate south in the fall. The ICW is a travel corridor for 


220 FLORIDA SCIENTIST [VOL. 65 


WINTER 
(N=1) ~Z NASSAU CO. 


ATLANTIC 
OCEAN 


_ DUVAL CO. 


CLAY CO. 


“BUVAL CO. 


ST. JOHNS CO. 


20 Miles 


Fic. 10. Aerial sightings of manatees in Winter of 1997-1998, Duval Co., FL. 


Atlantic Coast animals moving north/south. Manatees also use the industrial 
warm water discharges during the winter months. Manatees were generally 
distributed close to shore with distribution correlated with food resources 
containing relatively high concentrations of tape grass (Vallisneria ameri- 
cana). Developing this comprehensive data base has allowed the City of 
Jacksonville to create a Manatee Protection Plan. 


ACKNOWLEDGMENTS—The study was funded under a contract from the City of Jacksonville. 
We are especially grateful to the members of the Jacksonville Waterways Commission, who 
were very supportive of our efforts and have worked to protect manatees and human interests 
in the St. Johns River. We appreciate the cooperation of The Florida Fish and Wildlife Con- 
servation Commission, The Florida Marine Research Institute and The U.S. Fish and Wildlife 
Service. We are especially grateful to Dean Friedman of Friedman Flying Service for the use 
of their plane. We are indebted to Laurie Holten and Amy Strasbaugh for numerous hours of 
aerial observation, performed with such dedication. Thanks to Robert A. Hollister for many 
hours spent with statistical analyses. A special thank you to Bruce B. Ackerman of The Florida 
Marine Research Institute for comments and suggestions and to Jim Valade and William B. 
Brooks of The U.S. Fish and Wildlife Service for providing useful feedback throughout the 
project. 


LITERATURE CITED 


ACKERMAN, B. B. 1995. Aerial surveys of manatees: A summary and progress report. Pg. 13— 
33. In: O'SHEA, T. J. et al., (eds.), Population Biology of the Florida Manatee. Infor- 
mation and Technology Report 1. National Biological Service, Washington, D.C. 


No. 3 2002] WHITE ET AL.—MANATEES IN N.E. FLORIDA WATERS UL 


, S. D. WRIGHT, R. K. BONDE, D. K. ODELL, AND D. J. BANOWETZ. 1995. Trends and 
patterns in mortality of manatees in Florida, 1974-1992. Pg. 223-258. In: O’ SHEA, T. J. 
et al., (eds.), Population Biology of the Florida Manatee. Information and Technology 
Report 1. National Biological Service, Washington, D.C. 

Beck, C. 2000. Sirenia Project, Gainesville, Pers. Comm. 

Deutscu, C. J., J. PR. RemD, R. K. BONDE, D. E. EASTON, H. I. KOCHMAN, AND T. J. O’ SHEA. 
2000. Seasonal movements, migratory behavior, and site fidelity of West Indian manatees 
along the Atlantic coast of the United States as determined by radio-telemetry. Final 
Report. Research Work Order No. 163. Fla. Coop. Fish and Wildl. Res. Unit, U.S. 
Geological Survey and Univ. Florida, Gainesville, FL. 254 pp. 

DEPARTMENT OF NATURAL RESOURCES. 1989. Recommendations to improve boating safety and 
manatee protection for Florida Waterways. 

GARROTT, R. A., B. B. ACKERMAN, J. R. CARY, D. M. HEISEy, J. E. REYNOLDs, III, PB M. Rose, 
AND J. R. Witcox. 1994. Trends in counts of Florida manatees at winter aggregation 
sites. J. Wildl. Manage. 58(4):642—654. 

HARTMAN, D. S. 1979. Ecology and behavior of the manatee (Trichechus manatus) in Florida. 
Am. Soc. Mammal. Spec. Publ. 5. 

IRVINE, A. B. 1982. West Indian manatee. Pp. 241—242. In: Davis, D. E. (ed.), Handbook of 
Census Methods for Terrestrial Vertebrates. CRC Press, Boca Raton, FL. 

AND H. W. CAMPBELL. 1978. Aerial census of the West Indian manatee, Trichechus 

; manatus, in the southeastern United States. J. Mammal. 59(3):613—617. 

KINNAIRD, M. E 1983. Site-specific analysis of factors influencing boat related mortality of 
manatees. Report prepared for U.S. Fish and Wildlife Service. Cooperative Agreement 
No. 14-16-0004-81-923. Report 2. Fla. Coop. Fish and Wildl. Res. Unit. Univ. Florida, 
Gainesville, FL. 56 pp. 

. 1985. Aerial census of manatees in northeastern Florida. Biol. Conserv. 32:59—79. 

AND J. VALADE. 1983. Manatee use of two power plant effluents on the St. Johns River, 
Jacksonville, Florida. Report prepared for U.S. Fish and Wildlife Service. Cooperative 
Agreement No. 14-16-0004-81-923. Report 1. Fla. Coop. Fish and Wildl. Res. Unit. 
Univ. Florida, Gainesville, FL. 63 pp. 

LEFEBVRE, L. W., B. B. ACKERMAN, K. M. PorTIER, AND K. H. POLLOCK. 1995. Aerial survey 
as a technique for estimating trends in manatee population size-problems and prospects. 
Pg. 63-74. In: O'SHEA, T. J. et al., (eds.), Population Biology of the Florida Manatee. 
Information and Technology Report |. National Biological Service, Washington, D.C. 

MARMONTEL, M., S. R. HUMPHREY, AND T. J. O’SHEA. 1997. Population viability analysis of the 
Florida manatee (Trichechus manatus latirostris), 1976-1991. Conserv. Biol. 11(2):467— 
481. 

PACKARD, J. M. 1985. Development of manatee aerial survey techniques. Manatee population 
research technical report. Report 7. Fla. Coop. Fish and Wildl. Res. Unit, Univ. Florida, 
Gainesville, FL. 68 pp. 

Rose, P. M. AND S. P.- McCuTcHEON. 1980. Manatees (Trichechus manatus): Abundance and 
distribution in and around several Florida power plant effluents. Final report prepared 
for the Florida Power and Light Company, Contract 31534-86626, North Palm Beach, 
BEZ7123 pp: 

VALADE, J. A. 1991. The scientific study of the distribution of manatees in the waters of Duval 
County, Florida by aerial survey. Final draft summary report prepared for the City of 
Jacksonville, Department of Recreation and Public Affairs, Administrative Services, 
Contract 6613, Jacksonville, FL. 14 pp. 

WRIGHT, S. D., B. B. ACKERMAN, R. K. BONDE, C. A. BECK, AND D. J. BANOWETz. 1995. 
Analysis of water-craft related mortality of manatees in Florida, 1979-1991. Pg. 259— 
268. In O’ SHEA, T. J. et al., (ed.), Population Biology of the Florida Manatee. Infor- 
mation and Technology Report 1. National Biological Service, Washington, D.C. 


Florida Scient. 65(3): 208-221. 2002 
Accepted: March 16, 2002 


REVIEW 


Paul Martin Brown with drawings by Stan Folsom, Wild Orchids of Flor- 
ida: with References to the Atlantic and Gulf Coastal Plains. University 
Press of Florida, Gainesville FL. Pp. 409. Price $24.95. 

FLORIDA has 118 species and varieties of orchids growing wild, of which 
106 are native. This is about half of all known species of orchids found in 
the United States and Canada. The classical work on Florida orchids for 
over 30 years is The Native Orchids of Florida by Carlyle A. Luer. With 
color photographs, technical line drawings, species distribution maps, tech- 
nical descriptions, and detailed nomenclature, Luer’s book was a necessity 
for anyone with a serious interest in orchids. It is now not only expensive 
and difficult to obtain, but a significant number of changes in nomenclature 
have taken place and several new species discovered in Florida in the past 
30 years. Paul Martin Brown’s Wild Orchids of Florida brings us up-to-date 
on the native orchid flora of the state. He appropriately dedicates his book 
to Carlyle Luer. While Luer’s book is a hardbound coffee table classic, 
Brown’s book is a flexible cover field guide that can be easily carried with 
you on your orchid forays. Wild Orchids of Florida is well illustrated with 
over 400 photographs primarily by the author, line drawings of each species 
by Stan Folsom, and Florida distribution maps for each species. The design 
of the book is very effective with text for each species on the left page and 
with two to seven photographs on the right. Each species account includes 
a description of the plant, habitat, flowering period, and often interesting 
notes. As Luer says in the forward to Brown’s book, it is more than a field 
guide for identification, and this is certainly true. Paul Martin Brown, found- 
er of the North American Native Orchid Alliance and the North American 
Native Orchid Journal, has extensive knowledge of Florida orchids and 
brings his familiarity with the plants in the field into his book. In the last 
ten years, due mostly to advances in DNA analysis, our increased knowledge 
has resulted in a significantly revised taxonomy to help us better understand 
the family. Some names now used for Florida orchids may be unfamiliar to 
the reader. Some of these names result from the splitting up of large genera 
such as Spiranthes, Oncidium, and Epidendrum. Others are the result of 
circumscribing Florida plants in a narrow sense, sometimes as endemic spe- 
cies, rather than as wide-ranging polymorphic species. Still others are re- 
cently described species (e.g., Spiranthes sylvatica) or recently discovered 
non-native, naturalized species (e.g., Phaius tancarvilleae and Spathoglottis 
plicata). Paul Martin Brown brings us painlessly up-to-speed on these chang- 
es. Part three of the book helps the user with the unfamiliar names by 
providing a list of recent literature references for new taxa, combinations, 
and additions to the flora, lists of synonyms and misapplied names, and a 
cross reference to the names in Luer’s book (Luer, 1972). Also included in 


27D 


No. 3 2002] 223 


the back of the book are some interesting orchid statistics and suggestions 
for orchid hunting in Florida. The keys are simple and are written to assist 
in the identification of orchids in the field. They work very well for that 
purpose. I encountered only a couple of minor glitches in the keys. Wild 
Orchids of Florida is a “‘must have” book for everyone interested in these 
fascinating plants, whether you are a beginner or a professional. Brown is 
to be congratulated for this excellent book.—Richard P. Wunderlin, Univer- 
sity of South Florida, Tampa. 


LITERATURE CITED 


Luger, C. A. 1972. The Native Orchids of Florida. New York Botanical Garden, Bronx, NY. 


REVIEW 


C. J. S. Thompson, Alchemy and Alchemists, Dover Publications, Inc., 
Mineola, NY, 2002. iv + 249 pp, 77 illustr., 13.5 X 21.5 cm, paper, $13.95. 

THIS 1s an unabridged republication of a classic work, The Lure and Ro- 
mance of Alchemy, originally published in 1932. It is a well-written account 
of a field that is now called a pseudo-science. The author, properly, I believe, 
is concerned with illustrating the role of alchemy in the development of 
chemistry. The transition between pseudo-science and chemistry is most 
significant in the life of Robert Boyle (1627-1691), commonly known as 
‘the father of chemistry’’, who was an alchemist earlier in his life and a 
chemist towards the end. Thompson’s account is thorough, useful, and re- 
plete with helpful insights. The illustrations are particularly helpful in ap- 
preciating development of distillation in general and stillheads in particular. 
His is a balanced account that reveals the greed as well as the glory of 
particular alchemists, the useful discoveries and the dead ends, the mystical 
and the systematic (for elements for example as well as for operations such 
as precipitation, distillation, filtration, sublimation, etc.). Brief, but useful, 
biographies are available for significant participants and prominent contrib- 
utors (Albertus Magnus, Raymond Lully, Basil Valentine, Cornelius Agrip- 
pa). A useful comparison of alchemy in different locales (Egypt, Arabia, 
China, India, Europe) is available, reminding us of the universality, and 
perhaps intertwining, of greed and love of knowledge. Alchemy, if a pseudo- 
science, was also a significant endeavor that occupied worthy (and some 
unworthy) persons for about 2000 years and produced useful results. This 
book provides an economical, authoritative, very readable source of infor- 
mation on this important topic in the development of chemistry.—Dean EF 
Martin, University of South Florida, Tampa. 


224 


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