Chapter IV: The Plant Formation (4)

The vegetation form of the invading species is often of the greatest importance in determining whether it will become established. The vegetation form represents those modifications which, produced in the original home by competition, i. e., the struggle for existence, are primarily of value in securing and maintaining a foothold. These comprise all structures by means of which the plant occupies a definite space in the air, through which the necessary light and heat reach it, and in the soil, from which it draws its food supply. These structures are all organs of duration or of perennation, such as root, rootstalk, bulb, tuber, woody stem, etc., which find their greatest development among trees and shrubs, and their least among annual herbs. But while the invaders are aided in securing possession by the proper vegetation form, the occupation of the plant already in possession is increased by the same means, and the outcome is then largely determined by other factors. To avoid repetition, the bearing of occupation upon invasion will be considered under succession.

_BARRIERS_

=272. Concept.= DeCandolle[34] seems to have been the first to use the term barrier and to distinguish the various kinds, though Hedenberg[35] clearly saw that stations of one kind were insurmountable obstacles to plants belonging to a very different type. De Candolle pointed out that the natural barriers to continuous invasion (“transport de proche en proche”) are: (1) seas, which decrease invasion almost in inverse proportion to their extent; (2) deserts; (3) mountain ranges, which are less absolute on account of passes, valleys, etc.; (4) vegetation, marshes being barriers to dry land plants, forests to those that fear the shade, etc. Grisebach[36], in discussing the effect of barriers upon the constitution of vegetation, laid down the fundamental rule that: “The supreme law which serves as the basis of the permanent establishment of natural floras is to be recognized in the barriers which have hindered or completely prevented invasion.”

Any feature of the topography, whether physical or biological, that restricts or prevents invasion, is a barrier. Such features are usually permanent and produce permanent barriers, though the latter may often be temporary, existing for a few years only, or even for a single season. In this last case, however, they are as a rule recurrent. Barriers may furthermore be distinguished as complete or incomplete with respect to the thoroughness with which they limit invasion. Finally, the consideration of this subject gains clearness if it be recognized that there are barriers to migration as well as to ecesis, and if we distinguish barriers as physical or biological with reference to the character of the feature concerned.

=273. Physical barriers= are those in which limitation is produced by some marked physiographic feature, such as the ocean or some other large body of water, large rivers, mountain ranges and deserts (including ice and snow fields). All of these are effective by virtue of their dominant physical factors; hence they are barriers to the ecesis of species coming from very different habitats, but they act as conductors for species from similar vegetation, especially in the case of water currents. A body of water, representing maximum water-content, is a barrier to mesophytic and xerophytic species, but a conductor for hydrophytic ones; deserts set a limit to the spread of mesophytic and hydrophytic plants, while they offer conditions favorable to the invasion of xerophytes; and a high mountain range, because of the reduction of temperature, restricts the extension of macrothermal and mesothermal plants. A mountain range, unlike other physical barriers, is also an obstacle to migration, inasmuch as natural distributive agents rarely act through it or over it.

=274. Biological barriers= include vegetation, man and animals, and plant parasites. The limiting effect of vegetation is exhibited in two ways. In the first place, a formation acts as a barrier to the ecesis of species invading it from the formations of another type, on account of the physical differences of the habitats. Whether such a barrier be complete or partial will depend upon the degree of dissimilarity existing between the formations. Hylophytes are unable to invade a prairie, though open thicket plants may do so to a certain degree. In the same way, a forest formation on account of its diffuse light is a barrier to poophytes; and a swamp, because of the amount and character of the water-content, sets a limit to both hylophytes and poophytes. Formations, such as forests, thickets, etc., sometimes act also as direct obstacles to migration, as in the case of tumbleweeds and other anemochores, clitochores, etc. A marked effect of vegetation in decreasing invasion arises from the closed association typical of stable formations and of social exclusive species. In these, the occupation is so thorough and the struggle for existence so intense that the invaders, though fitted to grow under the physical factors present, are unable to compete with the species in possession for the requisite amount of some necessary factor. Closed associations usually act as complete barriers, while open ones restrict invasion in direct proportion to the degree of occupation. To this fact may be traced a fundamental law of succession, viz., the number of stages in a succession is determined largely by the increasing difficulty of invasion as the habitat becomes stabilized. Man and animals affect migration directly, though not obviously, by the destruction of disseminules. They operate as a pronounced barrier to ecesis wherever they alter conditions in such a way as to make them unfavorable to invading species, or when, by direct action upon the latter, such as grazing, tramping, parasitism, etc., they turn the scale in the struggle for existence. The absence of insects adapted to insure fertilization is sometimes a serious barrier to the establishment of adventitious or introduced plants. The presence of parasitic fungi, in so far as they destroy the seeds of plants, acts as an obstacle to migration, and restricts or prevents ecesis in so far as the fungi destroy the invaders, or place them at a disadvantage in the struggle for existence.

=275. Influence of barriers.= Physical barriers are typically permanent in character, while biological ones are either permanent or temporary, depending upon the permanence of the formation and the constancy of the physical factors which determine it. A stable formation, such as a forest or meadow, which acts as a decided barrier to invasion from adjacent vegetation, may disappear completely, as a result of a landslide, flood, or burn, or through the activity of man, and may leave an area into which invaders crowd from every point. Often, without undergoing marked change, a formation which has presented conditions unfavorable to the ecesis of species of mesophytic character may, by reason of a temporary change in climate, become sufficiently modified to permit the invasion of mesophytes. On the other hand, a meadow ceases to be a barrier to prairie xerophytes during a period of unusually dry years. A peculiar example of the modification of a barrier is afforded by the defoliation of aspen forests in the mountains as a result of which poophytes have been enabled to invade them. Nearly all xerophytic stretches of sand and gravel, dunes, blowouts, gravel slides, etc., and even prairies to a certain degree, exhibit a recurrent seasonal change in spring, as a result of which the hot, dry surface becomes sufficiently moist to permit the germination and growth of invaders, which are entirely barred out during the remainder of the year. In an absolute sense, no barrier is complete, since the coldest as well as the driest portions of the earth’s surface are capable, at times at least, of supporting the lowest types of vegetation. Relatively, however, in connection with the natural spread of terrestrial plants, it is possible to distinguish partial barriers from complete ones. Such a distinction is of importance in the consideration of invasions from a definite region, as it is only in this restricted sense that complete barriers have produced endemism.

Distance, though hardly to be considered a barrier in the strict sense of the word, unquestionably plays an important part in determining the amount of invasion. The effect of distance is best seen in the case of migration, as it influences ecesis only in those rare cases where viability is affected. The importance of distance, or take the converse, of proximity, is readily ascertained by the study of any succession from denudation. It has been established that the contiguous vegetation furnishes 75–90 per cent of the constituent species of the initial formation, and in mountainous regions, where ruderal plants are extremely rare, the percentage is even higher. The reason for this is to be found not only in the fact that the adjacent species have a much shorter distance to go, and hence will be carried in much greater quantity, but also in that the species of the formations beyond must pass through or over the adjacent ones. In the latter case, the number of disseminules is relatively small on account of the distance, while invasion through the intermediate vegetation, if not entirely impossible, is extremely slow, so that plants coming in by this route reach the denuded area only to find it already occupied. It is as yet impossible to give a definite numerical value to proximity in the various invasions that mark any particular succession. This will not be feasible until a satisfactory method has been found for determining a coefficient of mobility, but, this once done, it will be a relatively simple matter, not merely to trace the exact evolution of any succession of formations, but actually to ascertain from the adjacent vegetation the probable constitution of a particular future stage.

From what has been said, it follows that the primary effect of barriers upon vegetation is obstruction. Where the barrier is in the pathway of migration, however, it causes deflection of the migrant as a rule, and sets up migration in a new direction. This is often the case when the strong winds of the plains carry disseminules towards the mountains and, being unable to cross the range, drop them at the base, or, being deflected, carry them away at right angles to the original direction. The same thing happens when resistant fruits and seeds borne by the wind fall into streams of water or into ocean currents. The direction of migration is changed, and what is normally a barrier serves as an agent of dissemination.

_ENDEMISM_

=276. Concept.= Since its first use by DeCandolle, the term endemic has been employed quite consistently by phytogeographers with the meaning of “peculiar to a certain region.” Some confusion, however, has arisen from the fact that a few authors have made it more or less synonymous with indigenous and autochthonous, while others have regarded it as an antonym of exotic. In its proper sense, endemic refers to distribution, and not to origin. Its exact opposite will be found then in Fenzl’s term polydemic, dwelling in several regions. Indigenous (autochthonous) and exotic, on the contrary, denote origin, and are antonyms, indigenous signifying native, and exotic foreign. As Drude has shown, endemic plants may be either indigenous, as in the case of those species that have never moved out of the original habitat, or exotic, as in the much rarer instances where a polydemic species has disappeared from its original home and from all regions into which it has migrated except one. It is understood that not all indigenous or exotic species are endemic. The proportion of endemic to polydemic species is a variable and somewhat artificial one, depending upon the size of the divisions employed.

=277. Causes.= The primary causes of endemism are two, lack of migration and presence of barriers. Since distributive agents are practically universal, lack of migration corresponds essentially to immobility, a fact which decreases the difficulty of ascertaining the immediate causes of endemism in any particular species. Either immobility or a barrier may produce endemism; extremely immobile plants, for example, liliaceous species propagating almost wholly by underground parts, are as a rule endemic, while alpine plants and those of oceanic islands are endemic in the highest degree, regardless of their mobility. When the two conditions act concomitantly upon a species, endemism is almost inevitable. It can not be supposed, however, that immobility or natural barriers alone, or the concomitance of the two, must invariably give rise to endemic species; the most immobile plant may be carried into another region by unusual or accidental agencies, or the most formidable barrier to migration may be overcome by the intensity of an agent or through the action of man. Endemism is also brought about by the modification of species; new or nascent species are as a rule endemic. Whether they will remain endemic or not will depend upon the perfection of their contrivances for dissemination and upon the presence of barriers to migration or ecesis. Finally, as Drude was the first to point out, the disappearance of a polydemic species in all regions but one, owing to the struggle for existence or to changed physical conditions, will result in endemism.

=278. Significance.= Endemism is readily recognized by methods of distributional statistics, applied to areas limited by natural barriers to migration or ecesis. For political areas, it has no significance whatever, unless the boundaries of these coincide with barriers. It determines in the first degree the validity of regions, though the latter are often recognized also by the presence of barriers and by the character of the vegetation. Endemism may occur in areas of vegetation of any rank from a formation to a zone. When the term is not qualified, however, it should be used of species with reference to formations alone. Comparisons to be of value, however, can be instituted only between areas of the same order, i. e., between two or more formations, two or more regions, provinces, etc. In the same way, taxonomic groups of the same rank should be used in such comparisons, i. e., species should be contrasted with species, genera with genera, and families with families, except when it is desired to obtain some measure of the age of the vegetation by the differentiation of the endemic phyla within it. There will be seen to exist a fundamental correspondence between the rank of the floral division and the taxonomic group, though the apparent exceptions to this are still too numerous to warrant its expression in a general law. As a rule, however, formations most frequently show endemic habitat forms and species, more rarely endemic genera; regions and provinces commonly exhibit endemic species and genera, rarely endemic families; while zones and hemispheres contain endemic orders as well as families. This correspondence is readily seen to depend primarily upon the fact that increased differentiation in the taxonomic sense is a concomitant of the increased invasion of endemic species, measured in terms of distance and difference in habitat.

It is too early to decide satisfactorily whether it is proper to speak of formations as endemic. At first thought it would seem that all formations, with the exception of ruderal ones, were endemic, but a study of almost any transition area between regions would seem to point to the opposite conclusion, viz., that no formations are properly endemic. It is equally impossible at present to distinguish different types of endemics, such as relictae, etc., as any such classification must await the elaboration of a method for determining the phylogeny of a natural group of species by an investigation of their comparative differentiation in connection with their migration in all directions from the vegetation center into new habitats. In short, it will not be possible to make a thorough study of endemism and to postulate its laws until modern methods of research have been extended to a much larger portion of the vegetation of the globe. The final task of phytogeography is the division of the earth’s vegetation into natural areas. It will be at once evident that most plants can not properly be called endemic until the natural regions in which they are found have been accurately defined, a work which has barely begun. In the much simpler matter of distribution, upon which the accuracy of statistical methods depends directly, there are few regions sufficiently well known at the present time to yield anything like permanent results.

_POLYPHYLESIS AND POLYGENESIS_

=279. Concept.= The idea of polyphylesis, as advanced by Engler, contains two distinct concepts: (1) that a species may arise in two different places or at two different times from the same species, and (2) that a genus or higher group may arise at different places or times by the convergence of two or more lines of origin. It is here proposed to restrict polyphylesis, as its meaning would indicate, to the second concept, and to employ for the first the term polygenesis,[37] first suggested by Huxley in the sense of polyphylesis. The term polyphylesis is extended, however, to cover the origin of those species which arise at different places or times from the convergence of two or more different species, a logical extension of the idea underlying polyphyletic genera, though it may seem at first thought to be absurd. Polygenesis may be formally defined as the origin of one species from another species at two or more distinct places on the earth’s surface, at the same time or at different times, or its origin in the same place at different times. Polyphylesis, on the contrary, is the origin of one species from two or more different species at different places, at the same time or at different times. It is evident that what is true of species in this connection will hold equally well of genera and higher groups. Opposed to polygenesis is monogenesis, in which a species arises but once from another species; with polyphylesis is to be contrasted monophylesis, in which the species arises from a single other species. It will be noticed at once that these two concepts are closely related. The following diagrams will serve to make the above distinctions more evident:

In I, a species A, becomes scattered over a large area in a series of places, _m_ ... _m^n_, with the same physical factors, in any or all of which may arise the new species _a_. In II, a species with xerophytic tendency, _A_, and one with mesophytic tendency, _B_, in the course of migration find themselves respectively in a more mesophytic habitat, _m_, and a more xerophytic one, _x_, in which either may give rise to the new form, _c_, which is more or less intermediate between _A_ and _B_. In III, the method of origin is of the simplest type, in which a species is modified directly into another one, or is split up into several.

=280. Proofs of polygenesis.= In affirming the probability of a polygenetic origin of species, there is no intention of asserting that all species originate in this way. It seems evident that a very large number of species of restricted range are certainly monogenetic, at least as far as origin in space is concerned. It is possible that any species may arise at two or more distinct times. Polygenesis can occur readily only in species of more or less extensive area, in which recur instances of the same or similar habitat. The relative frequence and importance of the two methods can hardly be conjectured as yet, but origin by monogenesis would seem to be the rule.

The arguments adduced by Engler in support of polygenesis are in themselves conclusive, but the investigations of the past decade have brought to light additional proofs, especially from the experimental side. In determining the physical factors of prairie and mountain formations, and especially by methods of experimental ecology, the author has found that habitats are much less complex than they are ordinarily thought to be, since water-content and humidity, and to a less degree light, constitute the only factors which produce direct modification. In addition, it has been ascertained that the minimum difference of water-content, humidity, or light, necessary to produce a distinguishable morphological adjustment is much greater than the unit differences recorded by the instruments. In short, the differences of habitats, as ascertained by thermograph, psychrometer and photometer, are much greater than their efficient differences, and, with respect to their ability to produce modification, habitats fall into relatively few categories. A striking illustration of this is seen in the superficially very different habitats, desert, strand, alkali plain, alpine moor, and arctic tundra, all of which are capable of producing the same type of xerophyte. It follows from this that many more or less plastic species of extensive geographical area will find themselves in similar or identical situations, measured in terms of efficient differences, and will be modified in the same way in two or more of these. In mountain regions, where interruption of the surface and consequent alternation are great, the mutual invasion of contiguous formations is of frequent occurrence, often resulting in habitat forms. The spots in which these nascent species, such as _Galium boreale hylocolum_, _Aster levis lochmocolus_, etc., are found, are often so related to the area of the parent species as to demonstrate conclusively that these forms are the result of polygenesis and not of migration. Naturally, what is true of a small area will hold equally well of a large region, and the recurrence of the same habitat form may be accepted as conclusive proof of polygenesis. The most convincing evidences of multiple origin, however, are to be found in what De Vries has called “mutations.” It makes little difference whether we accept mutations in the exact sense of this author, or regard them as forms characterized by latent variability. The evidence is conclusive that the same form may arise in nature or in cultivation, in Holland or in America, not merely once, but several or many times. In the presence of such confirmation, it is unnecessary to accumulate proofs. Polygenesis throws a new light upon many difficult problems of invasion and distribution, and, as a working principle, admits of repeated tests in the field. It obviates, moreover, the almost insuperable difficulties in the way of explaining the distribution of many polygenetic species on the basis of migration alone.

=281. Origin by polyphylesis.= In 1898, the author first advanced a tentative hypothesis to the effect that a species homogeneous morphologically may arise from two distinct though related species. During subsequent years of formational study, the conviction has grown in regard to the probability of such a method of origin. Since the appearance of Engler’s work, a polyphyletic origin for certain genera has been very generally accepted by botanists, but all have ignored the fact that the polyphylesis of genera carries with it the admission of such origin for species, since the former are merely groups of the latter. I can not, however, agree with Engler, that polyphyletic genera, and hence species also, are necessarily unnatural. If the convergence of the lines of polyphylesis has been great, resulting in essential morphological harmony, the genus is a natural one, even though the ancestral phyla may be recognizable. If, on the other hand, the convergence is more or less imperfect, resulting in subgroups of species more nearly related within the groups than between them, the genus can hardly be termed natural. This condition may, however, prevail in a monophyletic genus with manifest divergence and still not be an indication that it is artificial.

Darwin[38], in speaking of convergence, has said: “If two species, belonging to two distinct though allied genera, had both produced a large number of new and divergent forms, it is conceivable that these might approach each other so closely that they would have all to be classified under the same genus; and thus the descendants of two distinct genera would converge into one.” The application of this statement to species would at once show the possibility of polyphylesis in the latter, and a further examination of the matter will demonstrate its probability. It is perfectly evident that a species may be split into two or more forms by varying the conditions, let us say of water-content, and that the descendants of these forms may again be changed into the parent type by reversing the process. This has, in fact, been done experimentally. Since it is admittedly impossible to draw any absolute line between forms, varieties, and species, it is at once clear that two distinct though related species, especially if they are plastic, may be caused to converge in such a way that the variants may constitute a new and homogeneous species. This may be illustrated by a concrete case at present under investigation. _Kuhnistera purpurea_ differs from _K. candida_ in being smaller, in having fewer, smaller, and more narrow leaflets, and a globoid spike of purple flowers in place of an elongated one of white flowers; in a word, it is more xerophytic. This conclusion is completely corroborated by its occurrence. On dozens of slopes examined, _Kuhnistera purpurea_ has never been found mingling with _K. candida_ on lower slopes, except where an accident of the surface has resulted in a local decrease of water-content. The experiment as conducted is a simple one, consisting merely in sowing seed of each in the zone of the other, and in growing _K. purpurea_ under controlled mesophytic conditions, and _K. candida_ under similarly measured xerophytic conditions in the planthouse.

While the polyphyletic origin of species is in a fair way to be decided by experiment, it receives support from several well-known phenomena. The striking similarity in the plant body of families taxonomically so distinct as the _Cactaceae_, _Stapeliaceae_, and _Euphorbiaceae_, or _Cyperaceae_ and _Juncaceae_, indicates that a vegetation form may be polyphyletic. On the other hand, the local appearance of zygomorphy, of symphysis, and of aphanisis in the floral types of phylogeneticallv distinct families is a proof of the operation of convergence in reproductive characters. To be sure, the convergence is never so great as to produce more than superficial similarity, but this is because the groups are markedly different in so many fundamental characters. The same tendency in closely related species would easily result in identity. As in the case of polygenesis, the relatively small number of typically distinct habitats makes it clear that two different species of wide distribution, bearing to each other the relations of xerophyte to mesophyte, of hydrophyte to mesophyte, or of poophyte to hylophyte, might often find themselves in reciprocal situations, with the result that they would give rise to the same new form. The final proof of the polyphylesis of species is afforded by the experiments of De Vries in mutation. De Vries found that _Oenothera nanella_ arose from _O. Lamarckiana_, _O. laevifolia_, and _O. scintillans_; _Oenothera scintillans_ arose from _O. lata_ and _O. Lamarckiana_; _Oenothera rubrinervis_ from _O. Lamarckiana_, _O. laevifolia_, _O. lata_, _O. oblonga_, _O. nanella_, and _O. scintillans_, etc. Whatever may be the rank assigned to these mutations, whether form, variety, or species, there can be no question of their polyphyletic origin, nor, in consequence of the connection of mutations with variations through such inconstant forms as _O. scintillans_, _O. elliptica_, and _O. sublinearis_, of the possibility of polyphylesis in any two distinct though related species or genera.

_KINDS OF INVASION_

=282. Continuous and intermittent invasion.= With respect to the frequency of migration, we may distinguish invasion as _continuous_, or _intermittent_. Continuous invasion, which is indeed usually mutual, occurs between contiguous formations of more or less similar character, in which there is an annual movement from one into the other, and at the same time a forward movement through each, resulting from the invaders established the preceding year. By far the greater amount of invasion is of this sort, as may readily be seen from the fact that migration varies inversely as the distance, and ecesis may decrease even more rapidly than the distance increases. The significant feature of continuous invasion is that an outpost may be reinforced every year, thus making probable the establishment of new outposts from this as a center, and the ultimate extension of the species over a wide area. The comparatively short distance and the regular alternation of migration and ecesis render invasion of this sort very effective. An excellent illustration of this is seen in transition areas and regions, which are due directly to continuous and usually to mutual invasion. Intermittent invasion results commonly from distant carriage, though it may occur very rarely between dissimilar adjacent formations, when a temporary swing in the physical factors makes ecesis possible for a time. It is characterized by the fact that the succession of factors which have brought about the invasion is more or less accidental and may never recur. Intermittent invasion is relatively rare, and from the small number of disseminules affected, it is of little importance in modifying vegetation quantitatively. On the other hand, since a species may often be carried far from its geographical area, it is frequently of great significance in distribution.

=283. Complete and partial invasion.= When the movement of invaders into a formation is so great that the original occupants are finally driven out, the invasion may be termed _complete_. Such invasion is found regularly in the case of many ruderal formations, and is typical of the later stages of many successions. It is ordinarily the result of continuous invasion. If the number of invaders is sufficiently small that they may be adopted into the formation without radically changing the latter, the invasion is _partial_. This is doubtless true of the greater number of invasions, though these are regularly much less striking and important than instances of complete invasion.

=284. Permanent and temporary invasion.= The permanence of invasion depends upon the success attending ecesis, and upon the stability of the formation. It has already been noticed that under certain conditions plants may germinate and grow, and if they are perennials, even become established, and still ecesis be so imperfect that reproduction is impossible. Others may find the conditions sufficiently favorable for propagation, but unfavorable for the formation of flowers and fruits. Finally there are plants which seem to be perfectly established for a few years, only to disappear completely. The latter are examples of _temporary invasion_. It is necessary to draw clearly the line between complete and partial invasion in this connection. The former is temporary in the initial or intermediate stages of nearly all successions, as compared with the ultimate stages, though it is in a large degree permanent in comparison with the partial invasion of species which are able to maintain themselves for a few years. In a sense, there is a real distinction between the two, inasmuch as a particular stage of succession is permanent as long as the habitat remains essentially the same. A critical study of the species of such stages shows, however, that they manifest very different degrees of permanence. Species which invade stable vegetation temporarily have been termed _adventive_ by A. DeCandolle. _Permanent invasion_ occurs when a species becomes permanently established in a more or less stable formation. It is characteristic of the great majority of invaders found in the grassland and forest stages of successions.

Plants which have arisen within a formation or have been a constituent part of it since its origin are _indigenous_. Contrasted with these are the species which have invaded the formation since it received its distinctive impress: these are _derived_. The determination of the indigenous and derived species of a formation or larger division is of the utmost importance, as it enables us to retrace the steps by which the formation has reached its present structure, and to reconstruct formations long since disappeared. To render it less difficult, it is necessary to scrutinize the derived elements closely, first, because it is easiest to recognize the indigenous species by eliminating the derived, and second, because this analysis will show that not all derived species have entered the formation at the same time and from the same sources. Derived species may be termed _vicine_, when they are fully established invaders from adjacent formations or regions, and _adventitious_, when they have come from distant formations and have succeeded in establishing themselves. Finally, those derived species which are unable to establish themselves permanently are _adventive_.

_MANNER OF INVASION_

=285. Entrance into the habitat.= Since the ecesis of invaders depends in large measure upon the occupation of the plants in possession, the method and degree of invasion will be determined by the presence or absence of vegetation. Areas without vegetation are either originally _naked or denuded_, while vegetation with respect to the degree of occupation is open (_sporadophytia_), or closed (_pycnophytia_). Each type of area presents different conditions to invaders, largely with respect to the factors determining ecesis. Naked habitats, rocks, talus, gravel slides, and dunes, while they offer ample opportunity for invasion on account of the lack of occupation, are really invaded with the greatest difficulty, not only because they contain originally few or no disseminules, but also because of their xerophytic character and the difficulty of obtaining a foothold, on account of the extreme density or instability of the soil. Denuded habitats, blowouts, sand draws, ponds, flood plains, wastes, fields, and burns, usually afford maximum opportunity for invasion. They invariably contain a large number of disseminules ready to spring up as soon as the original vegetation is destroyed. The surface, moreover, is usually such as to catch disseminules and to offer them optimum conditions of moisture and nutrition. Open formations are readily invaded, though the increased occupation renders entrance more difficult than it is in denuded areas. Closed formations, on the other hand, are characterized by a minimum of invasion, partly because invaders from different formations find unfavorable conditions in them, but chiefly because the occupation of the inhabitants is so complete that invaders are unable to establish themselves.

Invasion takes place by the penetration of single individuals or groups of individuals. This will depend in the first place upon the character of the disseminule. It is evident that, no matter how numerous the achenes may be, the invasion of those anemochorous species with comate or winged seeds or one-seeded fruits will be of the first type, while all species in which the disseminule is a several or many-seeded fruit or plant, as in hooked fruits, tumbleweeds, etc., will tend to produce a group of invaders. Occasionally of course, the accidents of migration will bring together a few one-seeded disseminules into a group, or will scatter the seeds of a many-seeded fruit, but these constitute relatively rare exceptions. This distinction in the matter of invasion is of value in studying the relative rapidity of the latter, and the establishment of new centers, but it is of greatest importance in explaining the historical arrangement of species in a formation, and hence has a direct bearing upon alternation. It is entirely independent of the number of invaders, which, as we have seen, depends upon seed-production, mobility, distance, occupation, etc., but is based solely upon mode of arrangement, and will be found to underlie the primary types of abundance, copious, and gregarious. In this connection, it should also be noted that the contingencies of migration, especially the concomitant action in the same direction of two or more distributive agencies, often results in the penetration of a group of individuals belonging to two or more species. This may well be termed _mass invasion_; it is characteristic of transition areas or regions, and along valleys or other natural routes for migration it gives rise to species guilds. The movement of species guilds constitutes one of the most complex and interesting problems in the whole field of invasion, the solution of which can be attempted only after the thorough analysis of the simpler invasions between formations. A better understanding of the meaning of invasion by species guilds is imperative for the natural limitation of regions, as at present such groups constitute alien associations in many regions otherwise homogeneous.

=286. Influence of levels.= The invasion of a formation may occur at three different levels: (1) at the level of the facies, (2) below the facies, (3) above the facies, depending directly upon the relative height of invaders and occupants. The invasion level is an extremely simple matter to determine, except in the case of woody plants, such as shrubs and trees, which attain their average height only after many years. Its importance is fundamental. The level at which invasion occurs not only determines the immediate constitution of the formation, whether its impress shall still be given by the occupants or by the invaders or by both together, but it also decides the whole future of the formation, i. e., whether the invaders or occupants shall persist unmodified or modified. The problem is an extremely complex one, but the careful analysis of invasion at each level throws a flood of light upon it. The entrance of invaders of the same general height as the facies of a formation results regularly in mixed formations. This is well illustrated by the structure of the transition areas between two formations of the same category, i. e., forests, meadows, etc. It is seldom, however, that the facies and invaders are so equally matched in height and other qualities that they remain in equilibrium for a long period. One or the other has a slight advantage in height, or the one suffers shading or crowding better than the other, is longer-lived or faster-growing, with the result that invader yields to occupant, or occupant to invader. It is a well-known fact that many mixed formations represent intermediate stages of development.

Invasion at a level different from that of the facies is inevitably followed by modification. If the invasion takes place below the facies, the invaders will be exterminated gradually, or slowly assimilated. In either case, there is little structural change in the formation, and its stability is affected slightly or not at all. If the invaders overtop the facies in any considerable number, the entire formation undergoes partial or complete modification, or in extreme cases it disappears, as is typically the case in succession. A peculiar variation of invasion at a level above the facies is seen where woody plants invade grassland, when the trees or shrubs become more or less uniformly scattered in an open woodland or open thicket. Here the grassland takes on an altogether different appearance superficially, though it is usually unchanged, except beneath and about the invaders, where either adaptation or extermination results. Finally, it should be borne in mind that the invasion of a particular formation, especially in the case of layered thickets and forests, often takes place at two levels, at the height of the facies and below the facies.

_INVESTIGATION OF INVASION_

=287.= The methods to be used in the study of invasion are those already described elsewhere. The migration circle is of the first importance because it makes it possible to secure an accurate record of actual movement. Quadrat and transect are valuable, but from their nature they are more serviceable for ecesis than for migration. All of these should be of the permanent type, in order that the fate of invaders may be followed for several years at least. Permanent areas furnish evidence of the changes wrought in the actual vegetation, while denuded ones can serve only to show the potential migration and ecesis of the constituent species. Transition zones and areas are special seats of invasion; they are best studied by means of the belt transect and the ecotone chart. The movement of a line of invaders or of scattered outposts is traced by the use of labeled stakes at the points concerned. It is clear that this method will yield conclusive data in regard to the great invasions between regions, such as the movement of species guilds, the advance of the forest frontier, etc. When invasion is scattered, factor instruments can not be used to advantage, but where the invading line is well marked, or where extra-formational areas occur, a knowledge of the physical factors is a great aid.

An invasion that has been completed can not be studied in the manner indicated. A method of comparison must be used, in order to determine the original home of the invaders. For this an exact knowledge of the contiguous formations and of the abundance of the species common to all is a prerequisite. With this as a basis, it is usually a simple task to refer all the species of the formation concerned to their proper place in the groups, indigenous, derived, and adventitious.

SUCCESSION

=288. Concept.= Succession is the phenomenon in which a series of invasions occurs in the same spot. It is important, however, to distinguish clearly between succession and invasion, for, while the one is the direct result of the other, not all invasion produces succession. The number of invaders must be large enough, or their effect must be sufficiently modifying or controlling to bring about the gradual decrease or disappearance of the original occupants, or a succession will not be established. Partial or temporary invasion can never initiate a succession unless the reaction of the invaders upon the habitat is very great. Complete and permanent invasion, on the other hand, regularly produces successions, except in the rare cases where a stable formation entirely replaces a less stable one without the intervention of other stages. Succession depends in the first degree upon invasion in such quantity and of such character that the reaction of the invaders upon the habitat will prepare the way for further invasion. The characteristic presence of stages in a succession, which normally correspond to formations, is due to the peculiar operation of invasion with reaction. In the case of a denuded habitat, for example, migration from adjacent formations is constantly taking place, but only a small number of migrants, especially adapted to somewhat extreme conditions, are able to become established in it. These reach a maximum development in size or number, and in so doing react upon the habitat in such a way that more and more of the dormant disseminules present, as well as those constantly coming into it, find the conditions favorable for germination and growth. The latter, as they in turn attain their maximum, cause the gradual disappearance of the species of the first stage, and at the same time prepare the way for the individuals of the succeeding formation. It is at present impossible to determine to what degree this substitution is due to the struggle for existence between the individuals of each species and between the somewhat similar species of each stage, and to what degree it arises out of the physical reaction.

It is evident that geological succession is but a larger expression of the same phenomenon, dealing with infinitely greater periods of time, and produced by physical changes of such intensity as to give each geological stage its peculiar stamp. If, however, the geological record were sufficiently complete, we should find unquestionably that these great successions merely represent the stable termini of many series of smaller changes, such as are found everywhere in recent or existing vegetation.

=289. Kinds of succession.= The fundamental causes of succession are invasion and reaction, but the initial causes of a particular succession are to be sought in the physical or biological disturbances of a habitat or formation. With reference to the initial cause, we may distinguish _normal succession_, which begins with nudation, and ends in stabilization, and _anomalous succession_, in which the facies of an ultimate stage of a normal succession are replaced by other species, or in which the direction of movement is radically changed. The former is of universal occurrence and recurrence; the latter operates upon relatively few ultimate formations. In the origin of normal successions, nudation may be brought about by the production of new soils or habitats, or by the destruction of the formation which already occupies a habitat. In a few cases, the way in which the habitat arises or becomes denuded is not decisive as to the vegetation that is developed upon it, but as a rule the cause of nudation plays as important a part in the development of a succession as does the reaction exerted by the invaders. The importance of this fact has been insisted upon under invasion. New soils present extreme conditions for ecesis, possess few or no dormant disseminules, and in consequence their successions take place slowly and exhibit many stages. Denuded soils as a rule offer optimum conditions for ecesis as a result of the action of the previous succession, dormant seeds and propagules are abundant, and the revegetation of such habitats takes place rapidly and shows few stages. The former may be termed _primary succession_, the latter _secondary succession_.

_PRIMARY SUCCESSIONS_

=290.= These arise on newly formed soils, or upon surfaces exposed for the first time, which have in consequence never borne vegetation before. In general they are characteristic of mountain regions, where weathering is the rule, and of lowlands and shores, where sedimentation or elevation constantly occur. The principal physical phenomena which bring about the formation of new soils are: (1) elevation, (2) volcanic action, (3) weathering, with or without transport.

=291. Succession through elevation.= Elevation was of very frequent occurrence during the earlier, more plastic conditions of the earth, and the successions arising as a result of it must have been important features of the vegetation of geological periods. To-day, elevation is of much less importance in changing physiography, and its operation is confined to volcanic islands, coral reefs, and islets, and to rare movements or displacements in seacoasts, lake beds, shore lines, etc. There has been no investigation of the development of vegetation on islands that are rising, or have recently been elevated, probably because of the slow growth of coral reefs and the rare appearance of volcanic islands. On coral reefs, the first vegetation is invariably marine, but as the reef rises higher above the surf line and the tide, the vegetation passes into a xerophytic terrestrial type adapted to an impervious rock soil, and ultimately becomes mesophytic. In volcanic islands, unless they are mere rocks over which the waves rush, the succession must always begin with a xerophytic rock formation. The best known example of a rising coast line is found in Norway and Sweden, where the southeastern coast is rising at the rate of five or six feet a century. There can be little question that such changes of level will produce marked changes in vegetation, but the modification will be so gradual as to be scarcely perceptible in a single generation. It is probable that the forests of the Atlantic coastal plains are the ultimate stages of successions initiated at the time of the final elevation of the sea bottom along the coast line.

=292. Succession through volcanic action.= The deposition of volcanic ashes and flows of lava are relatively infrequent at present, occurring only in the immediate vicinity of active volcanoes, chiefly in or near the tropics. Successions of this sort are in consequence not only rare, but they are also relatively inaccessible to investigators. They have been studied in a few cases, for example, those of Krakatoa by Treub, but this study has been confined to the general features of revegetation. Ash fields and lava beds are widely different in compactness, but they agree in having a low water- and nutrition-content. The pioneer plants in both will be intense xerophytes, but the soil differences will determine that these shall be sand-binders in the former, and rock-weathering plants in the latter.

=293. Weathering.= Practically all primary successions start on soils produced by weathering. This is also true of coral or volcanic islets and of lava beds, for no terrestrial vegetation can secure a foothold upon them until the surface of the rock has been to some extent decomposed or disintegrated. Weathering, as is well known, consists of two processes, disintegration and decomposition, which usually operate successively, though they are sometimes concomitant. Disintegration usually precedes, especially in rock masses, and unless it is soon followed by decomposition, results in dysgeogenous soils. Decomposition often goes hand in hand with disintegration, or it takes place so rapidly and perfectly that it alone seems to be present. In either case, the resulting soil is eugeogenous. The relation of decomposition to disintegration determines the size and compactness of the soil particles, and upon the latter depend the porosity, capillarity, and hygroscopicity of the soil. These control in large degree the character of the first vegetation to appear on the soil.

Another point of fundamental value in determining revegetation is the disposition of the weathered rock. If it remains _in situ_, it will evidently differ in respect to compactness, homogeneity, nutrition-content, water-content, disseminules, etc., from weathered material which has been transported. An essential difference also arises from the fact that a rock may be weathered a long distance from the place where the decomposed particles are finally deposited, and in the midst of a vegetation very different from that found in the region of deposit. The disposition of the weathered material affords in consequence a satisfactory basis for the arrangement of primary successions. The following classification is proposed, based upon the soil groups established by Merrill.[39]

=294. Succession in residuary soils.= Residuary soils are always sedentary, i. e., they are formed _in situ_. They show certain differences dependent upon the rock from which they originate, which may be mixed crystalline shale, sandstone, or limestone, but the thoroughness of decomposition causes these differences to be comparatively small. Residuary soils are typically eugeogenous; their successions in consequence usually begin with mesophytes, and consist of a few stages. The soluble salt-content is comparatively low, since all soluble matters are readily leached out. Successions in these soils are especially characteristic of shale, sandstone, and limestone ledges or banks. Cumulose deposits, like residuary ones, are sedentary in character, but as they are produced by the accumulation of organic matter, they will be considered under reactions of vegetation upon habitat.

=295. Succession in colluvial soils.= Colluvial deposits owe their aggregation solely or chiefly to the action of gravity. They are the immediate result of the disintegration of cliffs, ledges, and mountain sides, decomposition appearing later as a secondary factor. The masses and particles arising from disintegration are extremely variable in size, but they agree as a rule in their angular shape. The typical example of the colluvial deposit is the talus, which may originate from any kind of rock, and contains pieces of all sizes. Gravel slides differ from ordinary talus in being composed of more uniform particles, which are worn round by slipping down the slope in response to gravity and surface wash. Boulder fields are to be regarded as talus produced by weathering under the influence of joints, resulting in huge boulders which become more and more rounded under the action of water and gravity. This statement applies to those fields which are in connection with some cliff that is weathering in this fashion; otherwise, boulder fields are of aqueous or glacial origin. The character of the successions in talus will depend upon the kind of rock in the latter. If the rock is igneous or metamorphic, decomposition will be slow, and the soil will be dysgeogenous. Successions on such talus consist of many stages, and the formations are for a long time open and xerophytic. In talus formed from sedimentary rocks, especially shales, limestones, and calcareous sandstones, decomposition is much more rapid, and the successions are simpler and more mesophytic.