Indirect gradient analysis - Alaska Geobotany Center
Indirect gradient analysis - Alaska Geobotany Center
Indirect gradient analysis - Alaska Geobotany Center
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Lesson 18<br />
Ordination II:<br />
<strong>Indirect</strong> <strong>gradient</strong> <strong>analysis</strong><br />
• Review of direct of vs. indirect ordination<br />
• Basic idea of indirect ordination<br />
• Bray and Curtis (polar ordination)<br />
–Constructing the ordination<br />
–Interpreting the ordination<br />
–Example from Northern <strong>Alaska</strong> (Webber 1978)<br />
• Other ordination methods<br />
–Detrended correspondence <strong>analysis</strong><br />
–Canonical correspondence <strong>analysis</strong><br />
–Etc.
Direct vs. <strong>Indirect</strong> ordination<br />
Direct ordination examines vegetation changes along known environmental <strong>gradient</strong>s (e.g. a<br />
moisture <strong>gradient</strong> or elevation <strong>gradient</strong>).<br />
<strong>Indirect</strong> ordination examines the environmental causes of vegetation patterns by first arranging<br />
the stands or species according to their floristic similarity. Relationship of the stands to<br />
environmental <strong>gradient</strong>s is then achieved by either correlating the axes with environmental<br />
variables or by determining the relationship of all the measured environmental variables with<br />
the ordination space..
Vegetation<br />
Ecosystem<br />
Environmental<br />
factors<br />
Three main approaches to<br />
<strong>analysis</strong> of vegetation data<br />
Field description<br />
(Sampling and measuring, Field phase of B-B<br />
method)<br />
Site factors<br />
and soils<br />
data<br />
Rows: Species<br />
names<br />
Columns: Relevé/ plot<br />
nos.<br />
Relevé<br />
species<br />
data<br />
Floristic Data<br />
Matrix<br />
(Data from relevé<br />
species data form)<br />
Rows:<br />
Environmental<br />
variables<br />
Columns: Relevé/ plot nos.<br />
Environmental<br />
Data Matrix<br />
(Data from relevé<br />
site factor form, and<br />
soils <strong>analysis</strong>)<br />
1 3 2<br />
Classification<br />
Sorted Table<br />
Analysis<br />
(Analytical Phase of B-B<br />
method)<br />
<strong>Indirect</strong><br />
<strong>gradient</strong><br />
<strong>analysis</strong><br />
(Vegetation<br />
ordination)<br />
Ordination axes and<br />
graphs derived from<br />
species data.<br />
Direct <strong>gradient</strong><br />
<strong>analysis</strong><br />
(Environmental<br />
ordination)<br />
Ordination axes and<br />
graphs derived from<br />
environmental data.<br />
Cover or importance<br />
of species plotted on<br />
environmental axes.<br />
1. Classification: Based solely on<br />
floristic data matrix.<br />
2. Direct <strong>gradient</strong> <strong>analysis</strong>: Axes<br />
of ordination derived from<br />
environmental data. Species<br />
cover or importance plotted<br />
along the axes.<br />
3. <strong>Indirect</strong> <strong>gradient</strong> <strong>analysis</strong>:<br />
Ordination derived solely from<br />
species data. Environmental<br />
data are then used to interpret<br />
the ordination.<br />
Patterns of plots or<br />
species are shown<br />
based on similarity.<br />
Environmental data<br />
introduced after<br />
<strong>analysis</strong> to aid<br />
interpretation.
Vegetation<br />
Ecosystem<br />
Environmental<br />
factors<br />
Field description<br />
(Sampling and measuring, Field phase of B-B method)<br />
<strong>Indirect</strong> Gradient Analysis<br />
Approach<br />
Species data are used to construct<br />
the axes of the ordination<br />
diagrams.<br />
Site factors<br />
and soils<br />
data<br />
Rows: Species<br />
names<br />
Columns: Relevé/ plot nos.<br />
Floristic Data Matrix<br />
(Data from relevé species<br />
data form)<br />
Rows: Environmental<br />
variables<br />
Columns: Relevé/ plot nos.<br />
Environmental Data<br />
Matrix<br />
(Data from relevé site factor<br />
form, and soils <strong>analysis</strong>)<br />
1. Plots (relevés) are located<br />
along the axes based on their<br />
floristic similarity to each<br />
other. (Or species can be<br />
located based on the<br />
similarity of their occurrence<br />
within the plots.)<br />
Relevé<br />
species<br />
data<br />
<strong>Indirect</strong> <strong>gradient</strong><br />
<strong>analysis</strong> (Vegetation<br />
ordination)<br />
Ordination axes and graphs<br />
derived from species data.<br />
2<br />
2. Environmental data are then<br />
used to help interpret the<br />
ordination.<br />
• Coordinates of axes can be<br />
correlated with the environmental<br />
data.<br />
• Trends of environmental<br />
<strong>gradient</strong>s can be plotted within<br />
the ordination space (biplot<br />
diagrams).<br />
1<br />
Patterns of plots or species<br />
are shown based on<br />
similarity. Environmental<br />
data introduced after<br />
<strong>analysis</strong> to aid interpretation.
<strong>Indirect</strong> <strong>gradient</strong> <strong>analysis</strong><br />
• “<strong>Indirect</strong> <strong>gradient</strong> <strong>analysis</strong> is a multidimensional picture of the relationships between stands<br />
of vegetation based on their floristic similarity to each other (in the case of a plot ordination),<br />
or between species based on their concurrence in vegetation plots (in the case of a species<br />
ordination).”<br />
• The first step is to calculate the similarity of each stand to all the others. This can be<br />
done using a variety of similarity indices. This information is then arranged into a<br />
similarity/dissimilarity matrix. The information is then used to construct an ordination<br />
diagram, where every plot has an x and y coordinate.<br />
• The x,y coordinates of stands or species in the multidimensional space are then<br />
correlated with environmental information for each plot to detect possible<br />
environmental <strong>gradient</strong>s within the data set.
Goals of ordination<br />
1. Show floristic relationships between stands of vegetation or between species.<br />
The distances between points on the ordination are measures of their floristic<br />
degree of similarity.<br />
2. Reduce noise (unexplained variation that masks the similarity relationships<br />
between species and/or plots)<br />
3. Discover the underlying structure of the vegetation data that is due to<br />
redundancy. The redundant nature of vegetation data is caused by sampling<br />
similar stands of vegetation and is due to the coordinated species responses in<br />
similar environments. Many vegetation samples have similar species<br />
composition, presumably due to their occurrence in similar environments.
Plot ordinations vs. species ordinations<br />
• In plot ordinations, each point represents a plot (relevé) and the greater the distance<br />
between any two points, the greater the difference in floristic composition of the plots.<br />
• In species ordinations, each point corresponds to a species point of central tendency.<br />
Distances between species are an approximation of their degree of similarity in terms<br />
of their distribution within plots.
Plot ordination<br />
• Numbered points are<br />
plots.<br />
• Plots 19 and 15 are<br />
very similar to each<br />
other in terms of<br />
species composition.<br />
• Plots 19 and 25 are<br />
dissimilar to each<br />
other.<br />
Detrended correspondence <strong>analysis</strong> of Gutter Tor data, Kent and Coker, 1992<br />
• The axes are<br />
functions of species<br />
similarity and have no<br />
environmental<br />
meaning on their own,<br />
but can be correlated<br />
with environmental<br />
data from the study<br />
plots.<br />
• The area contained by<br />
the axes is called the<br />
“ordination space”.
1-, 2-, and 3-dimensional plot ordinations<br />
• These are are ordinations in 1, 2 and 3<br />
dimensions, showing the arrangement<br />
of plots according to their similarity to<br />
each other.<br />
• A 3-D ordination can reveal plots that<br />
appear very similar to each other in 1-D<br />
or 2-D space but that are actually quite<br />
dissimilar (e.g., plots 7 and 10).
Plot and species ordinations<br />
In plot<br />
ordinations, the<br />
columns are<br />
the plot<br />
(quadrat)<br />
numbers and<br />
the rows the<br />
species names.<br />
In species<br />
ordinations, the<br />
species matrix<br />
is inverted and<br />
the species are<br />
the columns<br />
and the rows<br />
the plot<br />
numberss.
Species ordination<br />
Species ordinations<br />
are interpreted<br />
similar to plot<br />
ordinations.<br />
• Fig. 5.11, Kent and Coker<br />
Species that are<br />
close to each other<br />
are likely to cooccur<br />
in the<br />
landscape (e.g.,<br />
Trichophorum<br />
caespitosum and<br />
Juncus effusus.<br />
Species that are far<br />
apart probably do<br />
not occur in the<br />
same plots.<br />
Kent and Coker, 1992
Interpreting the ordination diagram<br />
• The axes of the ordination are <strong>gradient</strong>s of floristic similarity (in the case of quadrat<br />
ordinations) or <strong>gradient</strong>s of plot-occurrence similarity (in the case of species<br />
ordinations).<br />
• The results of ordination can be displayed one, two or three dimensions which define<br />
the ordination space.<br />
• In general, the axes produced by ordination <strong>analysis</strong> come out in descending order of<br />
importance. The first axis is most important and describes the most variation in the<br />
floristic data.<br />
• A powerful attribute of plot ordinations is that the plot numbers can be replaced with<br />
species cover values or environmental data to portray trends of environmental<br />
variables or species cover within the ordination space.
Relating the plot ordination to environmental data<br />
One way to show<br />
environmental relationships<br />
is to construct separate<br />
plots for each<br />
environmental variable<br />
sampled and then replace<br />
the plot numbers in the<br />
ordination with the value<br />
from the appropriate<br />
environmental variable.<br />
Here the plot numbers have<br />
been replaced with values<br />
of pH, % soil moisture and<br />
grazing intensity<br />
respectively.
Relating the plot ordination to environmental data<br />
pH4.5<br />
If clear patterns exist,<br />
isolines can be drawn to<br />
show trends of<br />
environmental variables<br />
within the ordination<br />
space.<br />
GI>6<br />
SM>90%<br />
SM=41-60%<br />
SM
Polar ordination<br />
• Developed by Bray and Curtis (1957) to analyze the upland forests of<br />
Wisconsin.<br />
• Followed a fix set of rules that could be done by hand or by a computer.<br />
• Based on Euclidian geometry.<br />
• Easily understood and good method for teaching the fundamentals of<br />
ordination.
1. Begin with the primary data matrix (rows=species, columns=plot numbers).<br />
2. Calculate the similarity and dissimilarity matrices.<br />
3. Compute the first axis and position all plots along it.<br />
– The first reference stand is selected that has the least similarity to all other plots.<br />
– The second reference stand is the one with the least similariy to the first. The<br />
maximum possible dissimilarity between these plots is 100%. The dissimilarity<br />
between the two stands defines the length of the first axis.<br />
– Locate all the other plots with respect to these two reference stands based on<br />
their geometric relationships:
Steps in calculation of the ordination<br />
Wisconsin example data set<br />
Plots<br />
Species 1 2 3 4 5 6 7 8 9 10<br />
Quercus<br />
9 8 3 5 6 5<br />
macrocarpa<br />
Quercus velutina 8 9 8 7<br />
Carya ovata 6 6 2 7 1<br />
Prunus serotina 3 5 6 6 6 4 5 4 1<br />
Quercus alba 5 4 9 9 7 7 4 6 2<br />
Juglans nigra 2 3 5 6 7 3<br />
Quercus rubra 3 4 6 9 8 7 9 4 3<br />
Juglans cinerea 5 2 2 2<br />
Ulmus americana 2 2 4 5 6 5 2 5<br />
Tilia americana 2 7 6 6 7 6<br />
Ulmus rubra 4 2 2 5 7 8 8 8 7<br />
Carya cordiformis 5 6 4 3<br />
Ostrya virginiana 7 4 6 5<br />
Acer saccharum 5 4 8 8 9<br />
Step 1.<br />
Begin with the primary data<br />
matrix (rows=species,<br />
columns=plot numbers).<br />
Values here are log cover<br />
scores, 1-9.
Step 2. Calculate similarity and dissimilarity of all pairs of plots and make<br />
similarity/dissimilarity matrix<br />
The calculation of similarity is fairly<br />
intuitive for the situation where two<br />
plots have only<br />
two species.<br />
In this case, the Euclidian distance can<br />
be calculated according to the<br />
Pathagorean theorem.
Jaccard s and Sorenson s similarity indices<br />
For situations with many plots and many species, a variety of similarity indices have<br />
been developed. Jaccard s and Sorenson s indices are based on presence/absence of<br />
species that are shared between samples of vegetation and species that are unique to each<br />
sample.<br />
Jaccard s similarity index:<br />
IS J<br />
=<br />
a<br />
a + b + c<br />
a = number of species in common between the stands<br />
b = number of species unique to the first stand,<br />
c = number of species unique to the second stand.<br />
Sorenson s similarity index:<br />
IS S<br />
= 2a<br />
2a + b + c<br />
Places more emphasis on the similarities.
Czenkanowski s index of similarity<br />
Czekanowski s coefficient (IS c ) is a modification of Sorenson s similarity index that<br />
considers the abundance (cover) of species:<br />
ISc =<br />
m<br />
2 min( xi, yi)<br />
i=1<br />
m<br />
i =1<br />
x<br />
i +<br />
m<br />
yi<br />
i =1<br />
Where the numerator is the sum of minimum cover value for each species (i)<br />
in each pair of plots (x, y).<br />
The denominator is the sum of the cover values for all species in stand x plus<br />
the sum of the cover values for all species in stand y.
Similarity and dissimilarity for plots 2 and 9<br />
Plots<br />
Species 1 2 3 4 5 6 7 8 9 10<br />
Quercus<br />
9 8 3 5 6 5<br />
macrocarpa<br />
Quercus velutina 8 9 8 7<br />
Carya ovata 6 6 2 7 1<br />
Prunus serotina 3 5 6 6 6 4 5 4 1<br />
Quercus alba 5 4 9 9 7 7 4 6 2<br />
Juglans nigra 2 3 5 6 7 3<br />
Quercus rubra 3 4 6 9 8 7 9 4 3<br />
Juglans cinerea 5 2 2 2<br />
Ulmus americana 2 2 4 5 6 5 2 5<br />
Tilia americana 2 7 6 6 7 6<br />
Ulmus rubra 4 2 2 5 7 8 8 8 7<br />
Carya cordiformis 5 6 4 3<br />
Ostrya virginiana 7 4 6 5<br />
Acer saccharum 5 4 8 8 9<br />
Total 38<br />
42<br />
ISc =<br />
2 min( xi, yi)<br />
i=1<br />
m<br />
IS 2,9 = 2(0+0+0+4+0+0+4+0+2+0+0+0+0+0)<br />
38+42<br />
Similarity = 20/80 = .25<br />
m<br />
i =1<br />
x<br />
i +<br />
m<br />
yi<br />
i =1<br />
Dissimilarity = 1-Is c<br />
= 1-.25 = .75
Similarity for species Quercus macrocarpa and Q. velutina<br />
Plots<br />
Species 1 2 3 4 5 6 7 8 9 10<br />
Quercus<br />
9 8 3 5 6 5<br />
macrocarpa<br />
Quercus velutina 8 9 8 7<br />
Carya ovata 6 6 2 7 1<br />
Prunus serotina 3 5 6 6 6 4 5 4 1<br />
Quercus alba 5 4 9 9 7 7 4 6 2<br />
Juglans nigra 2 3 5 6 7 3<br />
Quercus rubra 3 4 6 9 8 7 9 4 3<br />
Juglans cinerea 5 2 2 2<br />
Ulmus americana 2 2 4 5 6 5 2 5<br />
Tilia americana 2 7 6 6 7 6<br />
Ulmus rubra 4 2 2 5 7 8 8 8 7<br />
Carya cordiformis 5 6 4 3<br />
Ostrya virginiana 7 4 6 5<br />
Acer saccharum 5 4 8 8 9<br />
Total<br />
37<br />
32<br />
ISc =<br />
m<br />
2 min( xi, yi)<br />
i=1<br />
m<br />
i =1<br />
x<br />
i +<br />
m<br />
yi<br />
i =1<br />
IS Qm,Qv = 2(8+8+3+5+0+0+0+0+0+0)<br />
37+32<br />
Similarity = 48/69 = .696<br />
Dissimilarity = 1-.696 = .304
Step 2. Matrices of similarities and dissimilarities<br />
(Wisconsin Upland forest, Czenkanowski s index)<br />
Matrix of similarities<br />
Sample number 1 2 3 4 5 6 7 8 9 10<br />
1 85 62 74 57 40 44 29 33 28<br />
2 85 62 78 50 30 40 17 25 20<br />
3 62 62 38 28 32 35 22 20 27<br />
4 74 78 38 67 42 49 28 27 29<br />
5 57 50 28 67 61 66 54 45 45<br />
6 40 30 32 42 61 75 80 66 59<br />
7 44 40 35 49 66 75 74 71 68<br />
8 29 17 22 28 54 80 74 69 72<br />
9 33 25 20 27 45 66 71 69 75<br />
10 28 20 27 29 45 59 68 72 75<br />
• Similarity indices based on<br />
Czekanowski s similarity<br />
index.<br />
• Dissimilarity is 1 - S c<br />
.<br />
Matrix of dissimilarities<br />
Sample number 1 2 3 4 5 6 7 8 9 10<br />
1 15 38 26 43 60 56 71 67 72<br />
2 15 38 22 50 70 60 83 75 80<br />
3 38 38 62 72 68 65 78 80 73<br />
4 26 22 62 33 58 51 72 73 71<br />
5 43 50 72 33 39 34 46 55 55<br />
6 60 70 68 58 39 25 20 34 41<br />
7 56 60 65 51 34 25 27 30 32<br />
8 71 82 79 72 46 20 27 31 28<br />
9 67 75 80 73 55 34 30 31 25<br />
10 72 80 73 71 55 41 32 28 25
Step 3. Compute first axis of the ordination and position all<br />
plots along it<br />
1. Sum all the similarities for each plot.<br />
2. Select the plots at the ends of the first<br />
axis. These are the plots that are least<br />
similar to all the other plots and least<br />
similar to each other. The plot at the left<br />
end of the first axis has the lowest sum of<br />
similarities, i.e. is least similar to all other<br />
plots. Here Plot 3 is least similar to all the<br />
others.<br />
3. The plot at the right end of the first axis is<br />
the one with the least similarity to the first.<br />
Here Plot 9 is most dissimilar to Plot 3.<br />
The maximum possible dissimilarity<br />
between these plots is 100%. The<br />
dissimilarity between the two stands<br />
defines the length of the first axis.<br />
4. Locate all the other plots with respect to<br />
these two reference stands based on their<br />
geometric relationships.
Calculation of x values along the 1st axis<br />
A and B are the plots at the<br />
ends of the first axis.<br />
P is the plot to position with<br />
reference to the A and B.<br />
P has dissimilarity of dA with<br />
reference to Plot A and<br />
dissimilarity dB with respect<br />
to Plot B.<br />
Solving for x:<br />
x 2 + e 2 = (dA) 2 , e 2 = (dA) 2 - x 2<br />
(L-x) 2 + e 2 = (dB) 2<br />
(L-x) 2 + (dA) 2 - x 2 = (dB) 2<br />
L 2 - 2Lx + x 2 + (dA) 2 - x 2 = (dB) 2<br />
L 2 - 2Lx + (dA) 2 = (dB) 2<br />
x =( L 2 + (dA) 2 - (dB) 2 )/2L<br />
Using a compass, P can be<br />
positioned with respect to A<br />
and B.<br />
The perpendicular from P to<br />
the first axis is e.<br />
x is the distance of P from A<br />
and is calculated by the<br />
Pythagorean theorem.
Geometric determination of plots along the first axis<br />
All the plots are positioned with<br />
respect to reference plots 3<br />
and 9.<br />
For Plot 1, the dissimilarity to<br />
Plot 3, d 1,3<br />
, is 38, and<br />
dissimilarity to Plot 9, d 1,9<br />
, is<br />
67. (See dissimilarity matrix.)<br />
d 1,3 = 38<br />
x 1,3 = 21<br />
d 1,9 = 67<br />
The x coordinate of plot 1 is:<br />
x = (L 2 + (dA) 2 - (dB) 2 )/2L<br />
X 1,3<br />
= (80 2 + 38 2 - 67 2 )/(2(80)) =<br />
(6400 + 1444 + 4489)/160 = 21
Geometric determination of plots along the first axis<br />
Dissimilarity matrix:<br />
All the plots are positioned with<br />
respect to reference plots 3<br />
and 9.<br />
For Plot 1, the dissimilarity to<br />
Plot 3, d 1,3<br />
, is 38, and<br />
dissimilarity to Plot 9, d 1,9<br />
, is<br />
67. (See dissimilarity matrix.)<br />
d 1,3 = 38<br />
x 1,3 = 21<br />
d 1,9 = 67<br />
The x coordinate of plot 1 is:<br />
x = (L 2 + (dA) 2 - (dB) 2 )/2L<br />
X 1,3<br />
= (80 2 + 38 2 - 67 2 )/(2(80)) =<br />
(6400 + 1444 + 4489)/160 = 21
Distances on the x axis<br />
x = (L 2 + (dA) 2 - (dB) 2 )/2L<br />
Distances on the first axis:<br />
Calculate the distance along the x-axis of all stands in reference to stand 3 (first reference stand):<br />
Use the geometric solution (K&C, p. 185) to calculate distance from stand 3:<br />
Stand dA (dissim to 3) dB (dissim to 9) x<br />
1 38.2 66.6 21.62<br />
2 37.6 75 13.93<br />
3 0 80.3 0.00<br />
4 61.6 73 30.60<br />
5 71.8 54.6 53.69<br />
6 68.2 34.1 61.87<br />
7 64.7 29.5 60.80<br />
8 78.5 31.2 72.46<br />
9 80.3 0 80.30<br />
10 73.2 24.7 69.72
Step 4. Define the second axis and posiltion all<br />
plots along it<br />
1. Select a pair of reference stands that are near to the center of the first<br />
axis and which are close together but have a high dissimilarity<br />
between them.<br />
2. Locate the other stands in the same fashion as on the first axis.<br />
Plots 4 and 7 are a possibility for the<br />
end points of the second axis.
Distances on the x and y axes<br />
Distances on the first axis:<br />
Calculate the distance along the x-axis of all stands in reference to stand 3 (first reference stand):<br />
Use the geometric solution (K&C, p. 185) to calculate distance from stand 3:<br />
Stand<br />
dA (dissim to 3) dB (dissim to 9) x<br />
1 38.2 66.6 21.62<br />
2 37.6 75 13.93<br />
3 0 80.3 0.00<br />
4 61.6 73 30.60<br />
5 71.8 54.6 53.69<br />
6 68.2 34.1 61.87<br />
7 64.7 29.5 60.80<br />
8 78.5 31.2 72.46<br />
9 80.3 0 80.30<br />
10 73.2 24.7 69.72<br />
Distances on the second axis:<br />
Reference stands are 4 and 7. Distances (y) from stand 4:<br />
stand dA (dissim to 4) dB (dissim to 7) y<br />
1 25.8 56.2 -20.78<br />
2 22.4 60.4 -30.59<br />
3 61.6 64.7 10.77<br />
4 0 50.9 -22.25<br />
5 33.3 33.9 16.04<br />
6 58.3 25 58.30<br />
7 50.9 0 55.55<br />
8 72.3 26.5 84.59<br />
9 73 29.5 83.60<br />
10 71.1 32.1 77.08
Plotting the ordination<br />
Bray and Curtis Wisconsin Upland Forest<br />
100.0<br />
x<br />
y<br />
21.6 -20.8 80.0<br />
13.9 -30.6<br />
0.0 1 0.8<br />
30.6 -22.3<br />
53.7 16.0<br />
60.0<br />
61.9 58.3<br />
60.8 55.6<br />
72.5 84.6<br />
80.3 83.6<br />
69.7 77.1<br />
40.0<br />
7<br />
6 10<br />
8 9<br />
y<br />
20.0<br />
3<br />
5<br />
0.0<br />
0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0<br />
-20.0<br />
1<br />
4<br />
-40.0<br />
2<br />
Note: The negative y values for several of the plots on the second axis can cause<br />
difficulties for interpretation. Selecting two other endpoints for the axis could<br />
improve this. However, this is a function of the decision regarding reference stands,<br />
and is really amounts to viewing the ordination from different angles.
Interpreting the ordination<br />
Bray and Curtis Wisconsin Upland Forest<br />
100.0<br />
80.0<br />
60.0<br />
40.0<br />
20.0<br />
0.0<br />
-20.0<br />
-40.0<br />
3<br />
0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0<br />
1 4<br />
2<br />
7 6<br />
5<br />
10<br />
8 9<br />
y<br />
• We have formed an “ordination space” where the axes are <strong>gradient</strong>s<br />
of floristic similarity. Stands closest together are most similar.<br />
• The negative y values for several of the plots on the second axis can<br />
cause difficulties for interpretation. Selecting two other endpoints for<br />
the axis could improve this. However, this is a function of the<br />
decision regarding reference stands, and is really amounts to<br />
viewing the ordination from different angles.<br />
• The x and y axes of the Wisconsin upland forest ordination are<br />
obviously strongly correlated and there is little new information<br />
displayed on the 2nd axis.<br />
• At this point, we have no idea what the axes mean ecologically.<br />
• The x and y axes can be correlated with environmental data for each<br />
plot with the x and y coordinates using three primary methods:<br />
– (1) isloline diagram s (as shown earlier in this lesson),<br />
– (2) Spearman s rank correlation. The variable with highest correlation with<br />
the x values best represents the x axis.<br />
– (3) Biplot diagrams. A group of correlation arrows centrally located in the<br />
ordination space to show direction and strength of correlations between<br />
environmental variables and the ordination space.
Polar ordination weaknesses and advantages<br />
• Advantages<br />
– Easy to visualize and understand<br />
– Relatively easily taught<br />
• Weaknesses<br />
– Axes are not orthogonal. This can cause considerable distortion of the<br />
ordination space.<br />
– Distances in the ordination space are not metric.<br />
– Not completely objective because of choosing of the reference stands,<br />
but this really amounts to different viewing angles.
pH6<br />
• Replace the plot numbers in<br />
the ordination with the value<br />
from the appropriate<br />
environmental variable.<br />
SM
Example of isoline diagrams from Barrow study<br />
pH6<br />
• Soil moisture is almost<br />
perfectly correlated with the x<br />
axis.<br />
SM
Relating the ordination to environmental factors: (2) biplot<br />
diagrams<br />
• A biplot diagram is a group of<br />
correlation arrows centrally located in<br />
the ordination space to show<br />
direction and strength of correlations<br />
between environmental variables and<br />
the ordination space.<br />
• The method of determining the biplot<br />
arrows is based on multiple<br />
regression.<br />
• It is probably the most useful way to<br />
examine environmental relationships<br />
because it examines relationships<br />
with both axes at once.<br />
• The length of an arrow is proportional<br />
to the magnitude of change in that<br />
direction.<br />
• Biplot diagrams are produced by the<br />
computer programs for several of the<br />
ordination methods.<br />
• This ordination uses another<br />
ordination method called Canonical<br />
Correspondence Analysis (CCA).
Example of Biplot Diagram from Anja Kade<br />
Which environmental factors underlie the arrangement of sample<br />
plots?<br />
• Environmental<br />
variables<br />
represented as<br />
lines radiating<br />
from center of<br />
ordination.<br />
• Length of line<br />
represents<br />
strength of<br />
relationship<br />
between<br />
variable and<br />
community.<br />
60<br />
40<br />
20<br />
0<br />
SNOW<br />
ERTDWF<br />
RELIEF<br />
ELEVT<br />
dpthO<br />
VEGHGT NTUSSG<br />
THAW<br />
pH<br />
0<br />
40 80<br />
R 2 = 0.35<br />
Courtesy of Anja Kade 2005
Relating the ordination to environmental factors:<br />
(3) Correlation of axes x,y coordinates with with environmental data<br />
Kendall s Tau Correlation Coefficients from Anja<br />
Kade s study<br />
Variable<br />
Thaw depth<br />
Soil moisture<br />
Soil pH<br />
Depth of O horizon<br />
Cover of bare soil<br />
Vegetation height<br />
Axis 1<br />
0.39<br />
-0.28<br />
0.53<br />
0.32<br />
0.48<br />
-0.43<br />
Axis 2<br />
-0.47<br />
0.39<br />
-0.36<br />
0.59<br />
-0.33<br />
0.50<br />
• Scores on Axis 1<br />
and Axis 2 were<br />
correlated with<br />
each environmental<br />
variable. This table<br />
shows the highest<br />
correlations for<br />
each axis.<br />
• The highest scores<br />
on the Axis 1<br />
appear to be<br />
related most<br />
strongly to climate<br />
and pH.<br />
Shrub cover<br />
Factors related to<br />
Bioclimate/pH <strong>gradient</strong><br />
-0.63<br />
Factors related to<br />
Disturbance <strong>gradient</strong><br />
0.46<br />
• Scores on Axis 2<br />
are most strongly<br />
related to<br />
cryoturbation and<br />
disturbance.
Relating the ordination to environmental factors:<br />
(3) Correlation of axes x,y coordinates with with environmental data<br />
Thaw depth<br />
Depth of O horizon, soil moisture,<br />
snow depth, vegetation height<br />
Complex Disturbance <strong>gradient</strong><br />
DISTURBANCE GRADIENT<br />
6<br />
4<br />
2<br />
0<br />
Axis 2<br />
Cladino<br />
rangiferinae-<br />
Vaccinietum<br />
vitis-idaeae ass.<br />
Sphagno-<br />
Eriophoretum<br />
vaginatiass.<br />
Anthelia<br />
juratzkana-<br />
Juncus biglumis<br />
comm.<br />
0<br />
Salici rotundifoliae-<br />
Caricetum aquatilis<br />
ass.<br />
Saxifrago<br />
oppositifoliae-<br />
Dryadetum<br />
integrifoliaeass.<br />
4<br />
BIOCLIMATE/pH GRADIENT<br />
Scorpidium<br />
scorpioides-<br />
Carex aquatilis<br />
comm.<br />
Dryado integrifoliae-<br />
Caricetum bigelowii ass.<br />
Junco biglumis-<br />
Polyblastietum<br />
sendtneri ass.<br />
Dryas integrifolia-<br />
Salix arctica comm.<br />
Complex Bioclimate/pH <strong>gradient</strong><br />
Brayo purpurascentis-<br />
Polyblastietum<br />
sendtneri ass.<br />
8<br />
Axis 1<br />
SD Units<br />
pH, amount of bare ground, thaw depth<br />
Air temperature, elevation, plant cover, snow depth Courtesy of Anja Kade<br />
• Axes are labeled as complex <strong>gradient</strong>s with arrows showing trends<br />
of correlation for highest correlated variables.<br />
• Here groups of plots within each plant association are shown in the<br />
colored polygons.
Relating the ordination to environmental factors: Combining<br />
classified units with biplot diagram and correlated axes<br />
• Plots are grouped into<br />
vegetation classes (colored<br />
ellipses).<br />
• X an Y axes have been<br />
correlated with environmental<br />
data. X axis is most strongly<br />
correlated with a suite of<br />
variables related to soil<br />
moisture. The Y axis is<br />
correlated with a suite of<br />
variables most strongly<br />
related to soil pH.<br />
Walker et al. 1994<br />
• The arrows in the center of the<br />
diagram form a biplot diagram,<br />
that shows the strength and<br />
direction of correlation of the<br />
three environmental variables<br />
most strongly correlated with<br />
the species data.<br />
• This ordination uses<br />
detrended correspondence<br />
<strong>analysis</strong> (DCA).
Other ordination methods<br />
• Principal components <strong>analysis</strong> (PCA) (Orloci 1966)<br />
• Detrended correspondence <strong>analysis</strong> (DCA) (Hill 1979)<br />
• Canonical correspondence <strong>analysis</strong> (CCA) (ter Braak 1986)<br />
• Nonmetric multidimensional scaling (NMDS) (Minchin 1987)<br />
NMDS appears to the current method in vogue, but software packages allow<br />
user to test a variety of methods fairly easily.<br />
All these are highly mathematical. Users should be aware of the assumptions<br />
inherent in each method and use with caution.
PC-Ord<br />
• PC-Ord is a relatively simple-to-use vegetation <strong>analysis</strong> package<br />
that contains several ordination methods including polar<br />
ordination, DCA, PCA, and CCA. It also contains programs for<br />
numerical classification, including dendrograms and TWINSPAN.
Summary<br />
• Oridination is based on ordering vegetation types according to their<br />
floristic similarity. It can also be used to examine the similarity of speicies<br />
distribution within samples.<br />
• The Bray and Curtis (polar ordination) method was the first indirect<br />
ordination method. It was based on simple geometric principals that<br />
showed plots in relation to each other based on their floristic similarity.<br />
• There are several ways to relate ordinations to environmental <strong>gradient</strong>s,<br />
including isoline diagrams, biplot diagrams, and correlation of the axes<br />
with environmental variables.<br />
• Numerous more modern methods of ordination have been developed in<br />
response to perceived weaknesses of the Bray and Curtis method. All of<br />
these have specific assumptions and their own weaknesses that must be<br />
recognized, and users of these methods should make sure they<br />
understand these aspects before using the methods.<br />
• PC-Ord is a good PC-based program that permits easy application of a<br />
variety of ordination methods.
Literature for Lesson 17<br />
• Bray, J.R. and J.T. Curtis. 1957. An ordination of the upland forest<br />
communities of southern Wisconsin. Ecological Monographs, 27: 326-348.<br />
• Webber, P.J. Spatial and temporal variation of the vegetation and its<br />
production, Barrow, <strong>Alaska</strong>. In: Tieszen, L.L. Vegetation and production<br />
ecology of an <strong>Alaska</strong>n arctic tundra. Berlin: Springer-Verglag, pp. 37-112.