Robust optima and tolerance ranges of biological indicators: a new method to identify sentinels of global warming
Ecol Res (2014) 29: 55–68
DOI 10.1007/s11284-013-1099-9
O R I GI N A L A R T IC L E
Elena Cristóbal • Sergio Velasco Ayuso
Ana Justel • Manuel Toro
Robust optima and tolerance ranges of biological indicators:
a new method to identify sentinels of global warming
Received: 16 May 2013 / Accepted: 4 November 2013 / Published online: 7 December 2013
The Ecological Society of Japan 2013
Abstract This study aims to introduce the robust optimum (RO) method as an alternative to the classical
weighted averaging (WA) method for estimating the
ecological optimum as well as the optimum and tolerance
ranges of a taxon with respect to an environmental variable in limnological studies. The RO method is based on
robust location and scale estimates rather than on the
mean and the standard deviation used by the WA
method. The results of our study support the well-known
fact that the presence of outliers and the asymmetry of
the distribution of the environmental variable might
cause a significant effect on the WA-calculated ecological
optimum as well as on tolerance ranges. We compared
both methods through the identification of potential
biological indicators of global warming. Biological data
included several benthic, oligostenotherm macroinvertebrate families inhabiting the Júcar River Basin (JRB,
eastern Spain). The results of this comparison suggest
that the RO method is more appropriate for estimating
the distribution of taxa and, consequently, that it provides more realistic information for identifying potential
sentinels of global warming in running aquatic systems.
Currently, the identification of such sentinels is a goal for
several environmental protection laws, such as the
European Union Water Framework Directive.
E. Cristóbal Æ S. V. Ayuso Æ M. Toro
Área de Medio Ambiente Hı́drico, Centro de Estudios
Hidrográficos, CEDEX, 28005 Madrid, Spain
E. Cristóbal (&)
Área de Modelos Numéricos, Centro de Estudios de Puertos
y Costas, CEDEX, 28026 Madrid, Spain
E-mail:
Tel.: +34-913357660
Fax: +34-913357601
S. V. Ayuso
Grupo de Ecologı́a Funcional, Instituto del Agua,
Universidad de Granada, 18071 Granada, Spain
A. Justel
Departamento de Matemáticas, Universidad Autónoma
de Madrid, 28049 Madrid, Spain
Keywords Ecological optima Æ Optimum range Æ
Tolerance range Æ Box-plot Æ Global warming Æ
Biological indicator Æ EU-WFD
Introduction
The ecological optimum can be defined as a certain
combination of environmental variables that is optimal
for the existence, development, growth and reproduction
of a taxon (Verbitsky and Verbitskaya 2007). This definition is therefore very similar to that proposed by
Hutchinson (1957) for the term ecological niche. Each
environmental variable constituting the ecological optimum can be plotted on an axis and can be thought of as
a dimension in a space (Wetzel 2001). Hence, in one
dimension, the ecological optimum can be defined as the
value of the environmental variable in which the taxon
thrives best (Ter Braak and van Dam 1989). However, in
natural ecosystems, the ecological optimum includes not
only a single point, but also the oscillations of the
environmental variable around this point, i.e. the optimum range or the effective ecological epicentre. Furthermore, for each environmental variable, there are
lower and upper limits, below and above which, the
taxon cannot survive because the environmental conditions are unfavourable. These limits constitute the tolerance range of the taxon. Close to its tolerance limits,
the taxon goes into a physiological stress area (Huggett
2004). Tolerance ranges are usually characterised as
narrow or broad. The narrower the range, the more
specialised the taxon (Smith and Smith 2009).
To compute and represent the ecological optimum
and the tolerance range of a specific taxon in one
dimension, the weighted averaging (WA) method (Ter
Braak and Barendregt 1986) has been traditionally used.
This is a probabilistic method that consists of studying
the distribution of the potential values that the environmental variable can take in the population of a
specific taxon. The idea behind the WA method is to
define the ecological optimum as the central value of the
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distribution and the tolerance range as the dispersion
measured with the standard deviation. The WA method
has been utilised commonly in paleolimnology to estimate past conditions using transfer functions (Oksanen
et al. 1988; Birks et al. 1990; Bradshaw et al. 2002;
Miettinen et al. 2005; Holden et al. 2008), as well as for
assessing the trophic state of lakes and reservoirs
(Schoenfelder et al. 2002; Negro and de Hoyos 2005;
Yang et al. 2008).
The first objective of this work was to introduce a
new method for computing and representing ecological
optima as well as tolerance ranges and optimum ranges
of taxa. The new method is called the robust optimum
(RO) method and should be considered as an alternative
to overcome the well-known limitations of the classical
WA method for estimating the ecological optimum and
the tolerance range of a taxon with regard to an environmental variable.
The second objective of this work was to compare the
WA method with the RO method by calculating and
representing ecological optima, optimum ranges and
tolerance ranges for several families of benthic macroinvertebrates inhabiting the Júcar River Basin (JRB,
eastern Spain) with respect to real water temperature
data as well as to four simulated increases in water
temperature. The comparison through a simulation of
increases in water temperature will allow identifying
potential biological indicators of global warming among
the families of benthic macroinvertebrates. Currently,
the identification of potential biological indicators of
global warming constitutes an important goal in many
environmental protection laws and programmes, mainly
because there is a high confidence that observed changes
in freshwater ecosystems and their biological communities are associated with rising water temperatures
(IPCC 2007; Woodward et al. 2010). In fact, freshwater
systems in general, and rivers in particular, are probably
the most threatened systems of all (Abell 2002). A good
biological indicator is a biological element that should
respond rapidly and clearly to natural and anthropogenic disturbances and stressors (Ter Braak and Looman 1986; Cairns et al. 1993; Wright et al. 2006). Since a
reliable biological indicator must have both a well-defined ecological optimum and a narrow tolerance range
(Reed 1998; Negro and de Hoyos 2005), it is absolutely
essential to assess the correctness of both methods (WA
and RO) for estimating accurate values of ecological
optima, optimum ranges and tolerance ranges. This
knowledge will improve the prediction of the potential
impacts of global warming on aquatic systems, according to the objectives established by the European Union
Water Framework Directive (EU-WFD) (EC 2000).
This improvement would allow preventing further ecological deterioration provoked by n (...truncated)