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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.

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